Ufcw Union Local 919 & Contributing: Nonprofit Profile, Financials & Form 990 (EIN 06-0844353)

Revenue by fiscal year
FY2020	$28.3M
FY2020	$12.1M

Expenses by fiscal year
FY2020	$27.8M
FY2020	$13.5M

Net assets by fiscal year
FY2020	$5.2M
FY2020	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

9 people listed on the 990; $158K paid to officers and key staff.

Part VII, Section A · reportable compensation

Dawn King

Fund Office Manager

$87,843Pt VII · Sec A

Roger Barrette

Fund Office Manager

$70,632Pt VII · Sec A

Jason Dokla

Labor Trustee

$0Pt VII · Sec A

Joanna Santana

Labor Alternate Trustee

$0Pt VII · Sec A

Mark a Espinosa

Chariman/Trustee

$0Pt VII · Sec A

Gene Del Rosario

Management Alternatetruste

$0Pt VII · Sec A

Christa Kramer

Management Alternatetruste

$0Pt VII · Sec A

Bob Spinella

Management Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

Name	FY2020	FY2020
Roger Barrette	$70,632	$111,443
Dawn King	$87,843	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ufcw Union Local 919 & Contributing executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides eligible participants and their dependents with health and welfare benefits.

Questions for Ufcw Union Local 919 & Contributing

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Provided by the organization

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1 program · in their own filed words · FY2020

01

Providing eligible participants and their dependents with various employee welfare benefits, including health, hospitalization, dental, prescription, optical, disability and life insurance coverage.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$12.1M

Ln 12

Fees for servicesLn 2g$12.0M

Investment incomeLn 3$59K

Other incomeLn 4–11$35K

Money outPt IX

$13.5M

Ln 25

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

9

listed · VII A

PaidVII A2

Voting boardVI 1a4

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$12.0M

Investment incomeLn 3$59K

Other incomeLn 4–11$35K

Total revenueLn 12$12.1M

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$0

InvestmentsLn 11–13$0

Land, buildings, equipmentLn 10c$0

Other assetsLn 15$0

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$1.6M	$0
InvestmentsLn 11–13	$4.6M	$0
Land, buildings, equipmentLn 10c	$8K	$0
Total assetsLn 16	$7.6M	$0
LiabilitiesLn 26	$2.4M	$0
Net assetsLn 32	$5.2M	$0

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$12.2M
Other salaries and wagesLn 7	$121K
Pension plan contributionsLn 8	$3K
Other employee benefitsLn 9	$13K
Payroll taxesLn 10	$9K
Legal feesLn 11b	$77K
Accounting feesLn 11c	$17K
Investment management feesLn 11f	$4K
Other fees for servicesLn 11g	$940K
Office expensesLn 13	$26K
Information technologyLn 14	$47K
OccupancyLn 16	$15K
Depreciation, depletion and amortizationLn 22	$2K
InsuranceLn 23	$33K
Other expenses (24a–d)Ln 24	$3K
Total functional expensesLn 25	$13.5M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2020	$28.3M	$27.8M	$514K	$5.2M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $12,076,426 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $27,524,709$11,982,138

I-10 Investment incomePrior year $113,298$59,480

I-11 Other revenuePrior year $677,565$34,808

I-12 Total revenuePrior year $28,315,572$12,076,426

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $25,140,338$12,185,993

I-15 Salaries and benefitsPrior year $417,341$147,600

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $2,243,951$1,163,930

I-18 Total expensesPrior year $27,801,630$13,497,523

I-19 Revenue less expensesPrior year $513,942−$1,421,097

Part VI · Governance 1 of 4 board members independent, 1 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members1

VI-12a Written conflict of interest policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $12,076,426 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,982,138$11,982,138

VIII-3 Investment incomeExcluded from tax $59,480$59,480

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $34,808$34,808

VIII-12 Total revenueRelated to mission $12,016,946 · Unrelated business $0 · Excluded from tax $59,480$12,076,426

Part IX · Statement of functional expenses $13,497,523 across 15 lines filed

IX-4 Benefits paid to or for members$12,185,993

IX-7 Other salaries and wages$121,463

IX-8 Pension plan contributions$3,360

IX-9 Other employee benefits$13,485

IX-10 Payroll taxes$9,292

IX-11b Legal fees$77,101

IX-11c Accounting fees$16,516

IX-11f Investment management fees$4,042

IX-11g Other fees for services$940,056

IX-13 Office expenses$25,874

IX-14 Information technology$47,273

IX-16 Occupancy$14,700

IX-22 Depreciation, depletion and amortization$1,671

IX-23 Insurance$33,352

IX-24 Other expenses (24a–d)$3,345

IX-25 Total functional expenses$13,497,523

Part X · Balance sheet $0 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $36,822$0

X-2 Savings and temporary cash investmentsStart of year $1,573,963$0

X-3 Pledges and grants receivable$0

X-4 Accounts receivableStart of year $1,411,978$0

X-8 Inventories for sale or use$0

X-9 Prepaid expenses and deferred chargesStart of year $48,505$0

X-10c Land, buildings and equipment, netStart of year $7,999$0

X-11 Publicly traded securities$0

X-12 Other securitiesStart of year $4,562,685$0

X-13 Program-related investments$0

X-14 Intangible assets$0

X-15 Other assets$0

X-16 Total assetsStart of year $7,641,952$0

X-17 Accounts payable and accrued expensesStart of year $168,953$0

X-25 Other liabilitiesStart of year $2,277,763$0

X-26 Total liabilitiesStart of year $2,446,716$0

X-32 Total net assets or fund balancesStart of year $5,195,236$0

X-33 Total liabilities and net assetsStart of year $7,641,952$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$12,076,426

XI-2 Total expenses$13,497,523

XI-3 Revenue less expenses−$1,421,097

XI-4 Net assets at start of year$5,195,236

XI-5 Net unrealized gains (losses) on investments$119,715

XI-9 Other changes in net assets−$3,893,854

XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Ufcw Union Local 919 & Contributing

Before you give

Is it real?

Who runs it and what they're paid

Compensation history total reportable pay by year · 2 named individuals · Part VII

Questions the 990 asks

Programs and updates

Questions for Ufcw Union Local 919 & Contributing

By the numbers

Filing history

Schedules filed Part IV