WISCONSIN MASONS' HEALTH CARE FUND (EIN 237422786) - 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

1973

Legal Domicile

Principal Officer

JIM VICK

Phone

8003625474

Tax Period

2023-09-01 to 2024-08-31

WISCONSIN MASONS' HEALTH CARE FUND, founded in 1973, is a mid-sized nonprofit that reported $23.5M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.

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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 $21,906,022

Investment Income $643,284

Other Revenue $908,247

TOTAL REVENUE $23,457,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,357,959

TOTAL EXPENSES $24,171,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,457,553	$21,018,698	+0.1%
Expenses	$24,171,331	$24,342,425	0.0%
Net Income	$-713,778	$-3,323,727	-0.8%

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

Volunteers

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

$197,545

Total Directors

$1,061,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM VICK	CHAIR	1.00	Officer Director	$0	$80,617	$197,545
MATT QUASIUS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TOBIN BOYLE	TRUSTEE	1.00	Director	$0	$78,943	$181,192
WILLIAM BONLENDER	TRUSTEE	1.00	Director	$0	$76,733	$181,141
TONY FOX	TRUSTEE	1.00	Director	$0	$78,586	$181,304
JASON HOFFMAN THRU 62724	TRUSTEE	1.00	Director	$0	$39,634	$83,932
WYNN JONES	TRUSTEE	1.00	Director	$0	$0	$0
JEFF LECKWEE	TRUSTEE	1.00	Director	$0	$0	$0
MIKE TESTOLIN START 61924	TRUSTEE	1.00	Director	$0	$0	$0
BARRY SCHOLZ	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BOHL	TRUSTEE	1.00	Director	$0	$0	$0
JEFF STAVER	TRUSTEE	1.00	Director	$0	$0	$0
JASON MATTILA	TRUSTEE	1.00	Director	$0	$0	$0
MATT MARCELLIS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK MCCABE	TRUSTEE	1.00	Director	$0	$77,840	$181,432
ANDREW REED THRU 4524	TRUSTEE	1.00	Director	$0	$27,252	$54,888
TYLER SWANSON	TRUSTEE	1.00	Director	$0	$0	$0
DEREK ALLEN THRU 61924	TRUSTEE	1.00	Director	$0	$0	$0
JOE PAUSHA	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
2024	$23,457,553	$24,171,331	$23,310,010	$-713,778
2023	$21,018,698	$24,342,425	$22,892,728	$-3,323,727
2022	$19,609,336	$20,922,945	$25,145,408	$-1,313,609
2021	$23,411,626	$17,388,659	$30,780,214	$6,022,967
2020	$26,847,465	$20,989,646	$28,387,794	$5,857,819
2019	$27,922,270	$24,276,006	$22,522,832	$3,646,264
2018	$29,204,496	$31,914,029	$20,621,432	$-2,709,533

WISCONSIN MASONS' HEALTH CARE FUND