BRICKLAYERS & ALLIED CRAFTWORKERS LO 3 NY (ROCHESTER CHAPTER) WELFARE (EIN 160983640) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

RICHARD WILLIAMSON

Phone

5853851160

Tax Period

2024-10-01 to 2025-09-30

BRICKLAYERS & ALLIED CRAFTWORKERS LO 3 NY (ROCHESTER CHAPTER) WELFARE, founded in 1971, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 15% operating margin.

Mission

THE FUND PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES AS PROVIDED IN THE PLAN DOCUMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,333,931

Investment Income $270,116

Other Revenue $110,974

TOTAL REVENUE $6,715,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,542

Fundraising Expenses $0

Other Expenses $234,025

TOTAL EXPENSES $5,680,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,715,021	$5,925,225	+0.1%
Expenses	$5,680,296	$5,542,599	+0.0%
Net Income	$1,034,725	$382,626	+1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM GAYLORD	TRUSTEE	1.00	Director	$0	$0	$0
JASON REQUA	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN DONNELLY	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS LEVA	TRUSTEE	1.00	Director	$0	$0	$0
BRENNON ZENOSKI	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WILLIAMSON	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,715,021	$5,680,296	$8,748,505	$1,034,725
2024	$5,925,225	$5,542,599	$7,560,104	$382,626
2023	$6,034,322	$5,270,731	$6,590,169	$763,591
2022	$5,457,839	$4,919,787	$5,674,765	$538,052
2021	$5,076,560	$4,663,236	$5,555,806	$413,324
2020	$5,117,653	$4,632,971	$5,620,939	$484,682
2019	$5,083,232	$4,729,672	$5,146,443	$353,560
2018	$5,110,351	$4,381,323	$4,303,580	$729,028

BRICKLAYERS & ALLIED CRAFTWORKERS LO 3 NY (ROCHESTER CHAPTER) WELFARE