BRICKLAYERS & MASONS LOCAL 6 HEALTH & WELFARE FUND (EIN 237331101) - 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

Legal Domicile

Principal Officer

JUSTIN GARTRELL

Phone

3304545900

Tax Period

2023-10-01 to 2024-09-30

BRICKLAYERS & MASONS LOCAL 6 HEALTH & WELFARE FUND is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $940K, a strong 29% operating margin.

Mission

THE ORGANIZATION PROVIDES HEALTH,DEATH AND DISABILITY BENEFITS TO UNION MEMBERS,THEIR DEPENDENTS AND BENEFICIARIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,030,741

Investment Income $228,099

Other Revenue $0

TOTAL REVENUE $3,258,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,318,343

Other Expenses $100,014

TOTAL EXPENSES $2,318,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,258,840	$2,962,903	+0.1%
Expenses	$2,318,343	$2,290,514	+0.0%
Net Income	$940,497	$672,389	+0.4%

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
JUSTIN GARTRELL	TRUSTEE	40.00	Director	$0	$0	$0
STEVE COON	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL ROHR	TRUSTEE	3.00	Director	$0	$0	$0
JAMES VALENTINE	TRUSTEE	3.00	Director	$0	$0	$0
M FLORY FERNANDEZ	TRUSTEE	3.00	Director	$0	$0	$0
JOSHUA MOSS	TRUSTEE	3.00	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
2024	$3,258,840	$2,318,343	$8,583,381	$940,497
2023	$2,962,903	$2,290,514	$7,297,907	$672,389
2022	$2,752,904	$2,174,293	$6,570,783	$578,611
2021	$2,646,254	$2,313,152	$7,119,788	$333,102
2020	$2,653,268	$2,366,987	$6,387,237	$286,281
2019	$2,976,333	$2,343,185	$5,931,167	$633,148
2018	$2,688,862	$2,196,310	$5,191,192	$492,552

BRICKLAYERS & MASONS LOCAL 6 HEALTH & WELFARE FUND