SOUTHWEST ILLINOIS BRICKLAYERS HEALTH & WELFARE FUND (EIN 371053780) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

JEFF BECKER

Phone

3142093115

Tax Period

2020-04-01 to 2021-03-31

SOUTHWEST ILLINOIS BRICKLAYERS HEALTH & WELFARE FUND, founded in 1978, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2020. Net assets of $9.7M represent 34 months of operating reserves.

Mission

PROVIDE MEDICAL BENEFITS TO MEMBERS OF PARTICIPATING BRICKLAYER'S LOCAL UNIONS IN CENTRAL & SOUTHERN ILLINOIS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,246,204

Investment Income $204,438

Other Revenue $0

TOTAL REVENUE $3,450,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $792,377

TOTAL EXPENSES $3,485,181

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,450,642	$3,556,494	0.0%
Expenses	$3,485,181	$4,416,908	-0.2%
Net Income	$-34,539	$-860,414	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
RICHARD SEYMORE	TRUSTEE	Director	$0	$0	$0
GREG SCHNIERS	TRUSTEE	Director	$0	$0	$0
MATT BRAUN	SECRETARY	Officer Director	$0	$0	$0
JOHN MOORE	TRUSTEE	Director	$0	$0	$0
MARK VASQUEZ	TRUSTEE	Director	$0	$0	$0
RODNEY VASQUEZ	TRUSTEE	Director	$0	$0	$0
DENNIS HUMMERT	TRUSTEE	Director	$0	$0	$0
JEFF BECKER	CHAIRMAN	Officer 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
2021	$3,450,642	$3,485,181	$9,734,346	$-34,539
2021	$1,960,143	$1,527,007	No data	$433,136
2020	$3,556,494	$4,416,908	$8,577,551	$-860,414
2019	$4,002,996	$3,654,267	$9,474,969	$348,729
2018	$4,156,466	$4,465,564	$8,446,309	$-309,098

SOUTHWEST ILLINOIS BRICKLAYERS HEALTH & WELFARE FUND