Civic Intelligence

Ufcw Local 1529 Retiree Fund

EIN 46-1465087 • 501(c)9 • Cordova, TN

View Organization Page

Profile

To provide health insurance benefits to/for eligible retirees

661 North Ericson RdCordova, TN 38018
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

4.2%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$3,136,565

Up $126,998 (+4.2%) from 2022

Liabilities

Up

$22,598

Up $3,004 (+15%) from 2022

Net Assets

Up

$3,113,967

Up $123,994 (+4.1%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Down

$790,221

Down $434,931 (-36%) from 2022

Expenses

Down

$668,115

Down $159,411 (-19%) from 2022

Net Income

Down

$122,106

Down $275,520 (-69%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $698,814Liabilities 2013: $763,767Net Assets 2013: -$64,9532013Assets 2014: $152,033Liabilities 2014: $30,530Net Assets 2014: $121,5032014Assets 2015: $348,945Liabilities 2015: $35,176Net Assets 2015: $313,7692015Assets 2016: $623,254Liabilities 2016: $39,021Net Assets 2016: $584,2332016Assets 2017: $904,840Liabilities 2017: $29,862Net Assets 2017: $874,9782017Assets 2018: $1,210,319Liabilities 2018: $18,880Net Assets 2018: $1,191,4392018Assets 2019: $1,621,786Liabilities 2019: $24,871Net Assets 2019: $1,596,9152019Assets 2020: $2,051,280Liabilities 2020: $27,656Net Assets 2020: $2,023,6242020Assets 2021: $2,621,175Liabilities 2021: $28,828Net Assets 2021: $2,592,3472021Assets 2022: $3,009,567Liabilities 2022: $19,594Net Assets 2022: $2,989,9732022Assets 2023: $3,136,565Liabilities 2023: $22,598Net Assets 2023: $3,113,9672023

Highlighted filing

2023

Assets$3,136,565
Liabilities$22,598
Net Assets$3,113,967
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $742,105Expenses 2013: $807,058Net Income 2013: -$64,9532013Revenue 2014: $1,384,751Expenses 2014: $1,198,295Net Income 2014: $186,4562014Revenue 2015: $1,313,754Expenses 2015: $1,121,488Net Income 2015: $192,2662015Revenue 2016: $1,277,007Expenses 2016: $1,006,543Net Income 2016: $270,4642016Revenue 2017: $1,301,187Expenses 2017: $1,010,442Net Income 2017: $290,7452017Revenue 2018: $1,265,658Expenses 2018: $949,197Net Income 2018: $316,4612018Revenue 2019: $1,285,292Expenses 2019: $879,816Net Income 2019: $405,4762019Revenue 2020: $1,268,583Expenses 2020: $841,874Net Income 2020: $426,7092020Revenue 2021: $1,245,065Expenses 2021: $676,342Net Income 2021: $568,7232021Revenue 2022: $1,225,152Expenses 2022: $827,526Net Income 2022: $397,6262022Revenue 2023: $790,221Expenses 2023: $668,115Net Income 2023: $122,1062023

Highlighted filing

2023

Revenue$790,221
Expenses$668,115
Net Income$122,106
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,136,565
Liabilities
$22,598
Net assets
$3,113,967
Revenue
$790,221
Expenses
$668,115
Net income
$122,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.14$0.02$3.11$0.79$0.67$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.02$2.99$1.23$0.83$0.40
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.03$2.59$1.25$0.68$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.03$2.02$1.27$0.84$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.02$1.60$1.29$0.88$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.02$1.19$1.27$0.95$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.03$0.87$1.30$1.01$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.04$0.58$1.28$1.01$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$1.31$1.12$0.19
2014Summary only. Only limited summary data is available for this year.$0.15$0.03$0.12$1.38$1.20$0.19
2013Summary only. Only limited summary data is available for this year.$0.70$0.76$0.06$0.74$0.81$0.06
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 7, 2022
Return Version
2020v4.2
Gross Receipts
$1,245,065
Mission and Program Overview

Mission

To provide health insurance coverage for eligible retirees

To provide insurance coverage for eligible retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,023,624$2,592,347▲ $568,723
Savings and Temporary Cash Investments$1,952,284$2,525,054▲ $572,770
Cash and Non-Interest-Bearing Accounts$93,328$90,259▼ $3,069
Accounts Receivable$3,186$2,959▼ $227
Prepaid Expenses and Deferred Charges$2,482$2,903▲ $421
Total Assets$2,051,280$2,621,175▲ $569,895
Liabilities
Accounts Payable and Accrued Expenses$21,580$18,820▼ $2,760
Deferred Revenue$6,076$10,008▲ $3,932
Total Liabilities$27,656$28,828▲ $1,172
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,023,624$2,592,347▲ $568,723
Total Liabilities and Net Assets / Fund Balance$2,051,280$2,621,175▲ $569,895
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,239,946
Investment Income
$5,119
Other Revenue
$0
Change in Net Assets
$568,723

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,245,065
Total Revenue per Audited Statements
$1,245,065
Total Revenue per Form 990
$1,245,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,164
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$532,178--$532,178
Fees for Services Legal-$19,352-$19,352
Office Expenses-$11,784-$11,784
Occupancy-$7,589-$7,589
Insurance-$4,870-$4,870
Fees for Services Accounting-$3,500-$3,500
All Other Expenses-$3,125-$3,125
Other Expenses-$2,846-$2,846
Total Functional Expenses$532,178$144,164$0$676,342

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$676,342
Total Expenses per Audited Statements$676,342
Total Expenses per Form 990$676,342
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12

“Board of trustees meet quarterly at that time review all policies in force teir strict adherence to them”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 1529 Retiree Fund
EIN
46-1465087
Phone
9017583004
Address
661 NORTH ERICSON RD, Cordova, TN 38018

Signing Officer

Name
Leon E Sheppard Jr
Title
Trustee
Phone
9017583004
Signed
2022-03-07
Discuss with paid preparer
No

Organization Details

Formed
2013
Legal Domicile
Tn
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Dennis G Jenkinscpa
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkinscpallc
Phone
7704245755
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 455,134, Grants and allocations 0, Revenue 0 CALIMS RX BENEFIT PAYMENTS”

Form 990, Part III, Line 4D

“Program Service Expenses 12,247, Grants and allocations 0, Revenue 0 H.R.A. FEES BENEFIT PAYMENTS”

Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum09017583004
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IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYRevenuesLessExpensesAmt0568723
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IRS990/CYTotalRevenueAmt01245065
IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DeductibleNonCashContriInd0false
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0LEON E SHEPPARD JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1RICHARD SLAYTON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2SONJA MCKNIGHT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3PEGGY PRESCOTT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4KEVIN LINDSEY
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1179178
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt256870
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InterestGrp/TotalAmt00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 455,134, Grants and allocations 0, Revenue 0 CALIMS RX BENEFIT PAYMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 12,247, Grants and allocations 0, Revenue 0 H.R.A. FEES BENEFIT PAYMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES MEET QUARTERLY AT THAT TIME REVIEW ALL POLICIES IN FORCE TEIR STRICT ADHERENCE TO THEM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02051280
IRS990/TotalAssetsEOYAmt02621175
IRS990/TotalAssetsGrp/BOYAmt02051280
IRS990/TotalAssetsGrp/EOYAmt02621175
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144164
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0532178
IRS990/TotalFunctionalExpensesGrp/TotalAmt0676342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027656
IRS990/TotalLiabilitiesEOYAmt028828
IRS990/TotalLiabilitiesGrp/BOYAmt027656
IRS990/TotalLiabilitiesGrp/EOYAmt028828
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02023624
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02592347
IRS990/TotalOtherProgSrvcExpenseAmt0467381
IRS990/TotalProgramServiceExpensesAmt0532178
IRS990/TotalProgramServiceRevenueAmt01239946
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01245065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01245065
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02051280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02621175
IRS990/TotReportableCompRltdOrgAmt0503152
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0661 NORTH ERICSON RD
IRS990/USAddress/CityNm0CORDOVA
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038018
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON E SHEPPARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09017583004
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LOCAL 1529 RETIREE FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0461465087
ReturnHeader/Filer/PhoneNum09017583004
ReturnHeader/Filer/USAddress/AddressLine1Txt0661 NORTH ERICSON RD
ReturnHeader/Filer/USAddress/CityNm0Cordova
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNIS G JENKINSCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 STONE VILLAGE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS G JENKINSCPALLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-07T04:44:08-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPPARD
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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