Ufcw Local 1996 Charity Foundation Inc.

990EZ • Fiscal year 2013 • EIN 56-2350907

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 01, 2014

Organization Profile N/A

3302 Mcginnis Ferry Rd30024

(678) 714-3500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.0%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.0%

Faster asset growth than 46% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

9.6%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets94th percentile

Assets

$22,648

Up $5 (+0.0%) from 2012

Net Assets

Flat

Flat from 2012

Liabilities

$22,648

Up $5 (+0.0%) from 2012

Revenue And Expenses

Liabilities / Revenue85th percentile Net Margin42nd percentile

Revenue

$151,849

Up $13,296 (+9.6%) from 2012

Expenses

$151,849

Up $13,296 (+9.6%) from 2012

Net Income

Flat

Flat from 2012

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$22,648

Liabilities$22,648

Net Assets$0

Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$151,849

Expenses$151,849

Net Income$0

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 1, 2014
Return Version: 2013v3.1
Gross Receipts: $151,849

Mission and Program Overview

Mission

Leukemia Research Funding

Program Services

Description	Grants	Expenses
Leukemia research funding.	-	-

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Steve Lomax	President	-	$0	-	-
Leon Holderfield	Secretary Treasurer	-	$0	-	-

Filing and Contact Details

Filer

EIN: 56-2350907
Phone: 6787143500

Signing Officer

Name: Steve Lomax
Title: President
Signed: 2014-04-01
Discuss with paid preparer: No

Preparer

Preparer: Dennis G Jenkins
Phone: 7704245755

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Reimbursements for Leukemia Dinner 19,008”

Form 990-EZ, Part I, Line 16, Other Expenses

“Charitable Donations 87,010”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising Expense 41,691”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance Expense 942”

Form 990-EZ, Part I, Line 16, Other Expenses

“Leukemia Dinner 18,008”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expense 390”

Form 990-EZ, Part I, Line 16, Other Expenses

“Reimbursed Expenses 1,687”

Form 990-EZ, Part I, Line 16, Other Expenses

“GA State Annual Registration 55”

Form 990-EZ, Part I, Line 16, Other Expenses

“Awards 206”

Form 990-EZ, Part II, Line 24, Other Assets

“Pledges Receivable Beginning of year 645, End of year 1,562”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid Contribution Beginning of year 0, End of year 7,990”

Form 990-EZ, Part II, Line 26, Liabilities

“Due to UFCW Leukemia Research Fund Beginning of year 20,339, End of year 20,339”

Form 990-EZ, Part II, Line 26, Liabilities

“Due to UFCW Local 1996 Beginning of year 2,304, End of year 2,309”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Leon Holderfield
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6787143500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	3302 McGinnis Ferry Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Suwanee
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	30024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	21998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	13096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	132841
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1500
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	22643
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	22648
IRS990EZ/GrossReceiptsAmt	0	151849
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	0
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	0
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Steve Lomax
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Leon Holderfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Secretary Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	645
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	9552
IRS990EZ/OtherExpensesTotalAmt	0	149989
IRS990EZ/OtherRevenueTotalAmt	0	19008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Leukemia Research Funding
IRS990EZ/PrintingPublicationsPostageAmt	0	360
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Leukemia research funding.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	22643
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	22648
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TotalExpensesAmt	0	151849
IRS990EZ/TotalRevenueAmt	0	151849
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationOtherDesc	0	Labor Union
IRS990EZ/TypeOfOrganizationOtherInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	132841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	119640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	132161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	110522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	101186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	596350
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.00000
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	596350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	132841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	119640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	132161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	110522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	101186
IRS990ScheduleA/Total509Grp/TotalAmt	0	596350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	132841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	119640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	132161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	110522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	101186
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	596350
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Reimbursements for Leukemia Dinner 19,008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Charitable Donations 87,010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Fundraising Expense 41,691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Insurance Expense 942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Leukemia Dinner 18,008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Office Expense 390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Reimbursed Expenses 1,687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	GA State Annual Registration 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Awards 206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	Pledges Receivable Beginning of year 645, End of year 1,562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	Prepaid Contribution Beginning of year 0, End of year 7,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	Due to UFCW Leukemia Research Fund Beginning of year 20,339, End of year 20,339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	Due to UFCW Local 1996 Beginning of year 2,304, End of year 2,309
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Steve Lomax
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	UFCW LEUKEMIA FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	UFCW
ReturnHeader/Filer/EIN	0	562350907
ReturnHeader/Filer/PhoneNum	0	6787143500
ReturnHeader/Filer/USAddress/AddressLine1	0	3302 MCGINNIS FERRY RD
ReturnHeader/Filer/USAddress/City	0	SUWANEE
ReturnHeader/Filer/USAddress/State	0	GA
ReturnHeader/Filer/USAddress/ZIPCode	0	30024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Dennis G Jenkins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1690 Stone Village Ln Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Kennesaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	30152
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7704245755
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-04-01T02:32:15-00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $22,648
Liabilities: $22,648
Net assets: $0
Revenue: $151,849
Expenses: $151,849
Net income: $0

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.33	$0.33	$0.00	$0.25	$0.25	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$0.33	$0.33	$0.00	$0.31	$0.31	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$0.33	$0.33	$0.00	$0.33	$0.33	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$1.49	$1.49	$0.00	$1.84	$1.84	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.81	$0.81	$0.00	$0.52	$0.52	$0.00
2019Summary only. Only limited summary data is available for this year.	$1.30	$1.30		$1.76	$1.76	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$0.31	$0.31	$0.00	$1.51	$1.51	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$1.16	$1.16	$0.00	$1.58	$1.58	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$1.41	$1.41	$0.00	$1.79	$1.79	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$1.18	$1.18	$0.00	$1.50	$1.50	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.95	$0.95	$0.00	$1.39	$1.39	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$0.23	$0.23	$0.00	$1.52	$1.52	$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.23	$0.23	$0.00	$1.39	$1.39	$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.24	$0.24	$0.00	$1.52	$1.52	$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.88	$0.88	$0.00	$1.29	$1.29	$0.00