Civic Intelligence

Ufcw Local 1996 Charity Foundation Inc.

990EZ • Fiscal year 2018 • EIN 56-2350907

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 12, 2019

Organization ProfileN/A
3302 Mcginnis Ferry RdSuwanee, GA 30024

(678) 714-3500

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.2%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$30,765

Down $85,288 (-73%) from 2017

Net Assets

Flat

$0

Flat from 2017

Liabilities

Down

$30,765

Down $85,288 (-73%) from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin41st percentile

Revenue

Down

$151,225

Down $6,646 (-4.2%) from 2017

Expenses

Down

$151,225

Down $6,646 (-4.2%) from 2017

Net Income

Flat

$0

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$150K$100K$50K$0Assets 2010: $87,633Liabilities 2010: $87,633Net Assets 2010: $02010Assets 2011: $23,608Liabilities 2011: $23,608Net Assets 2011: $02011Assets 2012: $22,643Liabilities 2012: $22,643Net Assets 2012: $02012Assets 2013: $22,648Liabilities 2013: $22,648Net Assets 2013: $02013Assets 2014: $94,540Liabilities 2014: $94,540Net Assets 2014: $02014Assets 2015: $118,067Liabilities 2015: $118,067Net Assets 2015: $02015Assets 2016: $140,943Liabilities 2016: $140,943Net Assets 2016: $02016Assets 2017: $116,053Liabilities 2017: $116,053Net Assets 2017: $02017Assets 2018: $30,765Liabilities 2018: $30,765Net Assets 2018: $02018Assets 2019: $129,619Liabilities 2019: $129,6192019Assets 2020: $80,581Liabilities 2020: $80,581Net Assets 2020: $02020Assets 2021: $148,538Liabilities 2021: $148,538Net Assets 2021: $02021Assets 2022: $33,315Liabilities 2022: $33,315Net Assets 2022: $02022Assets 2023: $32,972Liabilities 2023: $32,972Net Assets 2023: $02023Assets 2024: $32,920Liabilities 2024: $32,920Net Assets 2024: $02024

Highlighted filing

2018

Assets$30,765
Liabilities$30,765
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$200K$150K$100K$50K$0Revenue 2010: $129,470Expenses 2010: $129,470Net Income 2010: $02010Revenue 2011: $151,873Expenses 2011: $151,873Net Income 2011: $02011Revenue 2012: $138,553Expenses 2012: $138,553Net Income 2012: $02012Revenue 2013: $151,849Expenses 2013: $151,849Net Income 2013: $02013Revenue 2014: $138,947Expenses 2014: $138,947Net Income 2014: $02014Revenue 2015: $149,843Expenses 2015: $149,843Net Income 2015: $02015Revenue 2016: $178,636Expenses 2016: $178,636Net Income 2016: $02016Revenue 2017: $157,871Expenses 2017: $157,871Net Income 2017: $02017Revenue 2018: $151,225Expenses 2018: $151,225Net Income 2018: $02018Revenue 2019: $175,946Expenses 2019: $175,946Net Income 2019: $02019Revenue 2020: $51,546Expenses 2020: $51,546Net Income 2020: $02020Revenue 2021: $183,614Expenses 2021: $183,614Net Income 2021: $02021Revenue 2022: $32,537Expenses 2022: $32,537Net Income 2022: $02022Revenue 2023: $30,874Expenses 2023: $30,874Net Income 2023: $02023Revenue 2024: $24,702Expenses 2024: $24,702Net Income 2024: $02024

Highlighted filing

2018

Revenue$151,225
Expenses$151,225
Net Income$0
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 12, 2019
Return Version
2018v3.1
Gross Receipts
$151,225
Mission and Program Overview

Mission

Leukemia Research Funding

Program Services

DescriptionGrantsExpenses
Leukemia research funding.-$32,944
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve LomaxPresident-$0--
Leon HolderfieldSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ufcw Leukemia Fund
EIN
56-2350907
Phone
6787143500
Address
3302 MCGINNIS FERRY RD, SUWANEE, GA 30024

Signing Officer

Name
Steve Lomax
Title
President
Signed
2019-04-12
Discuss with paid preparer
No

Preparer

Firm
Dennis G Jenkins CPA LLC
Address
1690 Stone Village Ln Ste 501, Kennesaw, GA 30152
Preparer
Dennis G Jenkins
Phone
7704245755
Supplemental Narrative

Additional Explanations

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

“Reimbursements 2,962”

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

“Charitable Donations 84,612”

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

“Fundraising Expense 32,944”

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

“Insurance Expense 708”

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

“Leukemia Dinner 29,735”

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

“Pledges Receivable Beginning of year 5,546, End of year 1,310”

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

“Prepaid Contribution Beginning of year 0, End of year 6,388”

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

“Due to UFCW Leukemia Research Fund Beginning of year 115,474, End of year 30,765”

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

“Due to UFCW Local 1996 Beginning of year 579, End of year 0”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Leon Holderfield
IRS990EZ/BooksInCareOfDetail/PhoneNum06787143500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03302 McGinnis Ferry Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Suwanee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023067
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0148263
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116053
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IRS990EZ/GrossReceiptsAmt0151225
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Lomax
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leon Holderfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05546
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07698
IRS990EZ/OtherExpensesTotalAmt0147999
IRS990EZ/OtherRevenueTotalAmt02962
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Leukemia Research Funding
IRS990EZ/PrintingPublicationsPostageAmt01226
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leukemia research funding.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032944
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0116053
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030765
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0151225
IRS990EZ/TotalProgramServiceExpensesAmt032944
IRS990EZ/TotalRevenueAmt0151225
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0139524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01119396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01689840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0157425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0139524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0119396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0689840
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01689840
IRS990ScheduleA/PublicSupportTotal509Amt0689840
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0148263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0157425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0139524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119396
IRS990ScheduleA/Total509Grp/TotalAmt0689840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0148263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0139524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01119396
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01689840
IRS990ScheduleA/TotalSupportAmt01689840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0157425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0139524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119396
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0689840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements 2,962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Charitable Donations 84,612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising Expense 32,944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Expense 708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Leukemia Dinner 29,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Pledges Receivable Beginning of year 5,546, End of year 1,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid Contribution Beginning of year 0, End of year 6,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Due to UFCW Leukemia Research Fund Beginning of year 115,474, End of year 30,765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due to UFCW Local 1996 Beginning of year 579, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Lomax
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LEUKEMIA FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0562350907
ReturnHeader/Filer/PhoneNum06787143500
ReturnHeader/Filer/USAddress/AddressLine1Txt03302 MCGINNIS FERRY RD
ReturnHeader/Filer/USAddress/CityNm0SUWANEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DB1AB1888525A687BA8CC30EDD8B6CFFB7663BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DB1AB1888525A687BA8CC30EDD8B6CFFB7663BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.137.47.18
ReturnHeader/FilingSecurityInformation/IPDt02019-04-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:33:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis G Jenkins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 Stone Village Ln Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kennesaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-12T04:35:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,765
Liabilities
$30,765
Net assets
$0
Revenue
$151,225
Expenses
$151,225
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits