Civic Intelligence

Ufcw and Employees National Workforce

EIN 87-4024081 • 501(c)3 • Concord, CA

Profile

The fund is dedicated to establishing and implementing a training program for employees in the cannabis industry and to create a national program with high standards and training for the industry nationwide.

1000 Burnett Ave Suite 110Concord, CA 94520

ufcw.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

61st percentile

8.0%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

31st percentile

-21%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$91,277

Up $21,116 (+30%) from 2023

Liabilities

Up

$27,888

Up $14,731 (+112%) from 2023

Net Assets

Up

$63,389

Up $6,385 (+11%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin61st percentile

Revenue

Up

$79,855

Up $19,007 (+31%) from 2023

Expenses

Up

$73,470

Up $19,071 (+35%) from 2023

Net Income

Down

$6,385

Down $64 (-1.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$100K$50K$0Assets 2022: $65,600Liabilities 2022: $15,045Net Assets 2022: $50,5552022Assets 2023: $70,161Liabilities 2023: $13,157Net Assets 2023: $57,0042023Assets 2024: $91,277Liabilities 2024: $27,888Net Assets 2024: $63,3892024

Highlighted filing

2024

Assets$91,277
Liabilities$27,888
Net Assets$63,389
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$150K$100K$50K$0Revenue 2022: $128,169Expenses 2022: $77,614Net Income 2022: $50,5552022Revenue 2023: $60,848Expenses 2023: $54,399Net Income 2023: $6,4492023Revenue 2024: $79,855Expenses 2024: $73,470Net Income 2024: $6,3852024

Highlighted filing

2024

Revenue$79,855
Expenses$73,470
Net Income$6,385
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$91,277
Liabilities
$27,888
Net assets
$63,389
Revenue
$79,855
Expenses
$73,470
Net income
$6,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.28$0.63$0.80$0.73$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.13$0.57$0.61$0.54$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.51$1.28$0.78$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$79,855
Mission and Program Overview

Mission

The fund is dedicated to establishing and implementing a training program for employees in the cannabis industry and to create a national program with high standards and training for the industry nationwide.

To create a national program with high standards and training for the cannabis industry nationwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,845$48,984▼ $11,861
Accounts Receivable$8,501$41,478▲ $32,977
Prepaid Expenses and Deferred Charges$815$815→ $0
Total Assets$70,161$91,277▲ $21,116
Liabilities
Accounts Payable and Accrued Expenses$13,157$27,888▲ $14,731
Total Liabilities$13,157$27,888▲ $14,731
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,004$63,389▲ $6,385
Total Net Assets Fund Balance$57,004$63,389▲ $6,385
Total Liabilities and Net Assets / Fund Balance$70,161$91,277▲ $21,116
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Leonard PurnellChair, Union Trustee
Lennie WyattVice-chair, Employer Trust
Dwan PacknettEmployer Trustee
Norbert PickettEmployer Trustee
Fernando LemusUnion Trustee
Mike WilsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,855
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$6,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,470
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
Fees for Services Management-$26,906-$26,906
Fees for Services Accounting-$23,000-$23,000
Fees for Services Legal-$19,681-$19,681
Insurance-$3,461-$3,461
Conferences and Meetings-$278-$278
Other Expenses-$144-$144
Total Functional Expenses$0$73,470$0$73,470
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to the trust's governing body prior to filling with the irs.”

Form 990, Part VI, Section B, Line 12C

“The trust's policies and procedures are monitored and reviewed on an annual basis at trustee meetings.”

Form 990, Part VI, Section B, Line 15

“Compensation for officers and employees is negotiated in the collective bargaining agreement and the trust's agreements. All compensation is approved by the board of trustees at the trust's business office.”

Form 990, Part VI, Section C, Line 19

“All documents are available for inspection at the trust's business office.”

Filing and Contact Details

Filer

Filer Name
Ufcw and Employees National Workforce
EIN
87-4024081
Phone
2022233111
Address
1000 BURNETT AVE SUITE 110, CONCORD, CA 94520

Signing Officer

Name
Leonard M Purnell
Title
Chairman
Phone
2022233111
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard M Purnell
Formed
2021
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Ufcw and employees national workforce development fund (the trust) follows authoritative guidance to accounting for uncertainty in income taxes included in asc topic income taxes. This provides consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of 'more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The trust performed an evaluation of uncertain tax positions for the year ended december 31, 2023 and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status.”

Raw XML Appendix314 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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IRS990/Form990PartVIISectionAGrp/PersonNm1FERNANDO LEMUS
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE WILSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR, EMPLOYER TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UFCW AND EMPLOYEES NATIONAL WORKFORCE DEVELOPMENT FUND (THE TRUST) FOLLOWS AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THIS PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF 'MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE TRUST'S GOVERNING BODY PRIOR TO FILLING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST'S POLICIES AND PROCEDURES ARE MONITORED AND REVIEWED ON AN ANNUAL BASIS AT TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR OFFICERS AND EMPLOYEES IS NEGOTIATED IN THE COLLECTIVE BARGAINING AGREEMENT AND THE TRUST'S AGREEMENTS. ALL COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES AT THE TRUST'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE TRUST'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD M PURNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02022233111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW AND EMPLOYEES NATIONAL WORKFORCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0874024081
ReturnHeader/Filer/PhoneNum02022233111
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 BURNETT AVE SUITE 110
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02025-11-17T08:33:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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