Labor Foundation for Union Workers
Nonprofit profile at a glance
- EIN
- 475183726
- IRS 990-EZ coverage
- 2016–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2015
- Location
- San Jose, CA, USA
- Phone
- 4089980428
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Personal Social Services
Reported finances
- Revenue
- $96,409
- Expenses
- $87,167
- Assets
- $390,107
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JOHN FRAHM (UFCW LO. 5 PRESIDENT)
- CARMEN SOTO (UFCW LO. 5 VICE PRESIDENT)
People named in this filing
- JOHN FRAHM (UFCW LO. 5 PRESIDENT)
- CARMEN SOTO (UFCW LO. 5 VICE PRESIDENT)
- NANCY L ANDERSON (UFCW LO. 5 COO)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The foundation is setup to donate to the march of dimes, provide hardship assistance to the union's members, and provide scholarships to both members and their dependent children.
What it reported doing in 2025
To provide scholarships to members and their dependent children.
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filed totals do not add up and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 63
- Transparency & Controls: 82
- Sustainability: 67
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60.7%; rating input score 61
- Program expense ratio: 67.1%; rating input score 67
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.6%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 4.48; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -5.4% per year; rating input score 0; 35th percentile among comparable filings
- Revenue growth: -2.1% per year; rating input score 0; 42nd percentile among comparable filings
- Asset growth: 17.1% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 60.7% of revenue deployed · 67.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $58K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2016 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.