EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND

EIN: 366073848

BURR RIDGE, IL

Total Revenue
$11,308,640
Total Expenses
$9,810,622
Total Assets
$24,773,969
Net Assets
$24,010,976
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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
1951
Legal Domicile
IL
Principal Officer
JOHN LISNER
Phone
6308874150
Tax Period
2023-01-01 to 2023-12-31

EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND, founded in 1951, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $9.8M left a modest 13% surplus.

Mission

TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $10,682,813
Investment Income $625,827
Other Revenue $0
TOTAL REVENUE $11,308,640

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,262,013
Fundraising Expenses $0
Other Expenses $535,148
TOTAL EXPENSES $9,810,622

Year-over-Year Comparison

2023 2022 Change
Revenue $11,308,640 $10,285,234 +0.1%
Expenses $9,810,622 $11,000,150 -0.1%
Net Income $1,498,018 $-714,916 -3.1%
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

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Governance

Voting Members
6
Independent Members
3
Employees
28
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
0
$0
Total Directors
6
$851,861
Key Employees
1
$220,995
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY LONKAR TRUSTEE 2.00
Director
$0 $30,438 $127,296
JOHN LISNER TRUSTEE 2.00
Director
$0 $81,157 $398,689
DALE BOLT TRUSTEE 2.00
Director
$0 $71,144 $325,876
WILLIAM COLLINS TRUSTEE 2.00
Director
$0 $0 $0
DAVID SNELTEN TRUSTEE 2.00
Director
$0 $0 $0
JONATHAN GALLAGHER TRUSTEE 2.00
Director
$0 $0 $0
RICHARD CLARSON ADMINISTRATOR 40.00
Key Emp
$206,245 $14,750 $220,995
PATRICIA SAENZ CLAIMS MANAGER 40.00
Highest
$155,306 $30,268 $185,574
MICHAEL WAINSCOTT COMPTROLLER 40.00
Highest
$134,213 $28,163 $162,376
THERISA GONZALEZ ADMINISTRATIVE ASSISTANT 40.00
Highest
$102,716 $54,835 $157,551
CINDY PERNA OFFICE COORDINATOR 40.00
Highest
$104,462 $59,308 $163,770
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 No data No data No data No data
2023 $11,308,640 $9,810,622 $24,773,969 $1,498,018
2022 $10,285,234 $11,000,150 $22,092,129 $-714,916
2021 $10,737,315 $11,769,820 $25,474,696 $-1,032,505
2020 $10,145,494 $10,622,002 $25,439,001 $-476,508
2019 $11,600,285 $11,791,744 $24,293,764 $-191,459
2018 $10,778,673 $13,833,634 $24,220,622 $-3,054,961
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