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Nonprofit · EIN 58-6041908

UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD

Tax-exempt · ATLANTA, GA 30349

Financials

$115.6M$110.2M2022$177.7M$165M2023$210.3M$189.8M2024
Revenue Expenses · by fiscal year end
Financials of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$210,347,302$189,779,389$20,567,913$72,174,364$6,049,752$66,124,612
April 30, 2024990$177,677,170$164,965,733$12,711,437$49,159,983$3,809,075$45,350,908
April 30, 2023990 (amended)$115,647,717$110,159,874$5,487,843$43,019,694$324,827$42,694,867
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$199,603,046
Investment income
$1,427,715
Net gain from sales of assets
$46,938
Other revenue
$9,316,541

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$184,771,243
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$389,287
Accounting fees
$131,000

Balance sheet and other

Total assets, start of year
$49,159,983
Total assets, end of year
$72,174,364
Total liabilities, end of year
$6,049,752
Net assets, end of year
$66,124,612
Publicly traded securities
$14,359,298
Gross receipts
$213,231,332
Employees
0
Volunteers
0
Year formed
1964
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
ERIC TAYLORCHAIRMAN
Trustee or director
1$0$324,196
MARIA DAVENPORTUNION TRUSTEE
Trustee or director
1$0$217,042
ERIC LOMAXUNION TRUSTEE
Trustee or director
1$0$153,043
PEGGY PRESCOTTSECRETARY
Trustee or director
2$0$0
HENRY TAYLOREMPLOYER TRUSTEE
Trustee or director
1$0$0
LEE KUNSELMANEMPLOYER TRUSTEE
Trustee or director
1$0$0
KAREN HILLALTERNATE UNION TRUSTEE
Trustee or director
1$0$0
W BRANDON HOPKINSUNION TRUSTEE
Trustee or director
1$0$0
REBECCA CLARKEMPLOYER TRUSTEE
Trustee or director
1$0$0
990 for the year ended April 30, 2024: 12 people
NameTitleHours / weekCompensationFrom related orgs
STEVE LOMAXCHAIRMAN (THROUGH 6-30-23)
Trustee or director
2$0$523,700
ERIC TAYLORCHAIRMAN
Trustee or director
1$0$350,511
MARIA DAVENPORTUNION TRUSTEE
Trustee or director
1$0$179,889
ERIC LOMAXUNION TRUSTEE
Trustee or director
1$0$147,945
RALPH PORRASALTERNATE UNION TRUSTEE
Trustee or director
1$0$139,478
PEGGY PRESCOTTSECRETARY
Trustee or director
2$0$0
HENRY TAYLOREMPLOYER TRUSTEE
Trustee or director
1$0$0
LEE KUNSELMANEMPLOYER TRUSTEE
Trustee or director
1$0$0
KAREN HILLALTERNATE UNION TRUSTEE
Trustee or director
1$0$0
W BRANDON HOPKINSUNION TRUSTEE
Trustee or director
1$0$0
REBECCA CLARKEMPLOYER TRUSTEE
Trustee or director
1$0$0
DONALD SATTLEREMPLOYER TRUSTEE
Trustee or director
1$0$0
990 for the year ended April 30, 2023: 13 people
NameTitleHours / weekCompensationFrom related orgs
STEVE LOMAXCHAIRMAN
Trustee or director
2$0$580,020
LEON HOLDERFIELDALTERNATE UNION TRUSTEE
Trustee or director
1$0$461,519
ERIC TAYLORUNION TRUSTEE
Trustee or director
1$0$288,932
RICK BROWNALTERNATE UNION TRUSTEE
Trustee or director
1$0$250,018
RALPH PORRASALTERNATE UNION TRUSTEE
Trustee or director
1$0$135,780
MARIA DAVENPORTUNION TRUSTEE
Trustee or director
1$0$129,498
PEGGY PRESCOTTSECRETARY
Trustee or director
2$0$0
DONALD SATTLEREMPLOYER TRUSTEE
Trustee or director
1$0$0
REBECCA CLARKALTERNATE EMPLOYER TRUSTEE
Trustee or director
1$0$0
LEE KUNSELMANEMPLOYER TRUSTEE
Trustee or director
1$0$0
HENRY TAYLOREMPLOYER TRUSTEE
Trustee or director
1$0$0
W BRANDON HOPKINSUNION TRUSTEE
Trustee or director
1$0$0
STEVE GELIOSUNION TRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1740 PHOENIX PKWY, ATLANTA, GA 30349-5421
In care of
% UFCW HEALTH & WELFARE FUND-ATLANT
Principal officer (990 for 2024)
ERIC TAYLOR, 3302 MCGINNIS FERRY RD, SUWANEE, GA 30024
Signed the 990
ERIC TAYLOR, CHAIRMAN
Phone
(770) 997-9910
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

990 for the year ended April 30, 2025

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
58-6041908
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$72,174,364
Income (IRS master file)
$213,231,332

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$210,347,302$189,779,389$72,174,364XML
990April 2024$177,677,170$164,965,733$49,159,983XML
990April 2023$115,647,717$110,159,874$43,019,694XML
990April 2022$98,333,248$94,461,040$37,544,211IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6041908).

Questions about UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD

What is the EIN of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD?
The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD is 58-6041908.
Is UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD?
The 990 for the year ended April 30, 2025 names ERIC TAYLOR.
Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD?
The 990 for the year ended April 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD have?
On its 990 for the year ended April 30, 2025 it reported revenue of $210,347,302, expenses of $189,779,389 and total assets of $72,174,364 at year end.

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