TRI-COUNTY BUILDING TRADES HEALTH FUND (EIN 340751987) - 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

1953

Legal Domicile

Principal Officer

SCOTT MAZZULLI

Phone

3045250331

Tax Period

2024-05-01 to 2025-04-30

TRI-COUNTY BUILDING TRADES HEALTH FUND, founded in 1953, is a mid-sized nonprofit that reported $29.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.0M, a strong 20% operating margin.

Mission

TO PROVIDE HEALTH BENEFITS.

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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 $26,742,823

Investment Income $3,120,068

Other Revenue $0

TOTAL REVENUE $29,862,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,893,870

Other Expenses $1,851,076

TOTAL EXPENSES $23,893,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,862,891	$25,363,927	+0.2%
Expenses	$23,893,870	$21,629,759	+0.1%
Net Income	$5,969,021	$3,734,168	+0.6%

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
JERRY DURIEUX	CHAIRMAN	1.00	Officer Director	$0	$0	$0
AARON HALL	SECRETARY	1.00	Officer Director	$0	$0	$0
JACOB GEOPFERT	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT MAZZULLI	TRUSTEE	1.00	Director	$0	$0	$0
JOE STELLA	TRUSTEE	1.00	Director	$0	$0	$0
NUJE FRUEBD	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	$29,862,891	$23,893,870	$39,894,479	$5,969,021
2024	$25,363,927	$21,629,759	$34,546,746	$3,734,168
2023	$24,666,087	$20,640,838	$29,427,661	$4,025,249
2022	$22,983,725	$19,154,444	$25,786,876	$3,829,281
2021	$22,898,376	$21,645,929	$23,805,509	$1,252,447
2020	$22,050,957	$22,928,275	$21,875,980	$-877,318
2019	$21,100,550	$21,884,203	$22,548,215	$-783,653
2018	$19,725,761	$18,666,035	$23,266,685	$1,059,726

TRI-COUNTY BUILDING TRADES HEALTH FUND