OHIO BRICKLAYERS HEALTH AND WELFARE PLAN (EIN 316064918) - 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

1967

Legal Domicile

Phone

2488139800

Tax Period

2024-05-01 to 2025-04-30

OHIO BRICKLAYERS HEALTH AND WELFARE PLAN, founded in 1967, is a mid-sized nonprofit that reported $18.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $22.6M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE HEALTH CARE BENEFITS TO PARTICIPANTS

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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 $17,714,226

Investment Income $825,448

Other Revenue $90,624

TOTAL REVENUE $18,630,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,782,753

Other Expenses $806,393

TOTAL EXPENSES $22,589,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,630,298	$17,135,826	+0.1%
Expenses	$22,589,146	$14,897,136	+0.5%
Net Income	$-3,958,848	$2,238,690	-2.8%

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

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
ROB COMBS	TRUSTEE	1.00	Director	$0	$0	$0
NOAH CARMICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
TOM KAHLER	CHAIRMAN	1.00	Director	$0	$0	$0
TIM LINVILLE	TRUSTEE	1.00	Director	$0	$0	$0
KEN KUDELA	TRUSTEE	1.00	Director	$0	$0	$0
MATT McCLESTER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN GREYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA HUGHES	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	$18,630,298	$22,589,146	$43,973,478	$-3,958,848
2024	$17,135,826	$14,897,136	$44,473,102	$2,238,690
2023	$18,334,650	$18,888,231	$40,885,735	$-553,581
2022	$19,388,993	$17,623,935	$39,451,516	$1,765,058
2021	$20,122,130	$17,971,712	$39,279,206	$2,150,418
2020	$18,977,136	$18,370,753	$34,632,726	$606,383
2019	$20,932,845	$13,594,772	$31,227,716	$7,338,073
2018	$15,143,687	$14,298,054	$20,993,243	$845,633
2018	$16,121,308	$15,458,151	$20,917,677	$663,157

OHIO BRICKLAYERS HEALTH AND WELFARE PLAN