Civic Intelligence

Ufcw Region 5 Educational Trust

EIN 75-2035368 • Hermitage, TN

4207 Lebanon Rd APT 100Hermitage, TN 37076
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.8%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$111,265

Up $5,077 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$111,265

Up $5,077 (+4.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

Up

$5,077

Up $1,023 (+25%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$5,077

Up $1,023 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2010: $120,708Liabilities 2010: $0Net Assets 2010: $120,7082010Assets 2011: $114,565Liabilities 2011: $0Net Assets 2011: $114,5652011Assets 2012: $99,118Liabilities 2012: $0Net Assets 2012: $99,1182012Assets 2013: $97,345Liabilities 2013: $0Net Assets 2013: $97,3452013Assets 2014: $96,606Liabilities 2014: $0Net Assets 2014: $96,6062014Assets 2015: $96,617Liabilities 2015: $0Net Assets 2015: $96,6172015Assets 2016: $96,628Liabilities 2016: $0Net Assets 2016: $96,6282016Assets 2017: $97,170Liabilities 2017: $0Net Assets 2017: $97,1702017Assets 2019: $101,046Liabilities 2019: $0Net Assets 2019: $101,0462019Assets 2020: $101,693Liabilities 2020: $0Net Assets 2020: $101,6932020Assets 2021: $101,671Liabilities 2021: $0Net Assets 2021: $101,6712021Assets 2022: $102,134Liabilities 2022: $0Net Assets 2022: $102,1342022Assets 2023: $106,188Liabilities 2023: $0Net Assets 2023: $106,1882023Assets 2024: $111,265Liabilities 2024: $0Net Assets 2024: $111,2652024

Highlighted filing

2024

Assets$111,265
Liabilities$0
Net Assets$111,265
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $10,7742010Expenses 2011: $12,3812011Expenses 2012: $17,4062012Revenue 2013: $12,230Expenses 2013: $14,003Net Income 2013: -$1,7732013Revenue 2014: $11Expenses 2014: $750Net Income 2014: -$7392014Revenue 2015: $11Expenses 2015: $0Net Income 2015: $112015Revenue 2016: $11Expenses 2016: $0Net Income 2016: $112016Revenue 2017: $542Expenses 2017: $0Net Income 2017: $5422017Revenue 2019: $2,287Expenses 2019: $0Net Income 2019: $2,2872019Revenue 2020: $647Expenses 2020: $0Net Income 2020: $6472020Revenue 2021: -$22Expenses 2021: $0Net Income 2021: -$222021Revenue 2022: $463Expenses 2022: $0Net Income 2022: $4632022Revenue 2023: $4,054Expenses 2023: $0Net Income 2023: $4,0542023Revenue 2024: $5,077Expenses 2024: $0Net Income 2024: $5,0772024

Highlighted filing

2024

Revenue$5,077
Expenses$0
Net Income$5,077
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,265
Liabilities
$0
Net assets
$111,265
Revenue
$5,077
Expenses
$0
Net income
$5,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ricky BurrisTrustee-$0--
Greg StallingsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
UFCW Region 5 Educational Trust
EIN
75-2035368
In Care Of
% Greg Stallings
Phone
6158859060
Address
4207 Lebanon Rd APT 100, Hermitage, TN 37076

Signing Officer

Name
Greg Stallings
Title
Trustee
Phone
6158859060
Signed
2025-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Group CPA LLC
Address
2047 Tully Wren, Marietta, GA 30066
Preparer
Rebecca J Morrison
Phone
4049091879
Raw XML Appendix145 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0752035368
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ReturnHeader/Filer/PhoneNum06158859060
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca J Morrison
ReturnHeader/ReturnTs02025-09-03T04:21:55-00:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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