CEMENT MASONS LOCAL 527 HEALTH & W… - Form 990 Financial Data

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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

1952

Legal Domicile

Principal Officer

BRAD CAMPBELL

Phone

3147391129

Tax Period

2024-08-01 to 2025-07-31

CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND, founded in 1952, is a community nonprofit that reported $9.5M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $9.0M left a modest 5% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF CEMENT MASONS LOCAL 527 AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL, PHARMACY, AND OTHER ANCILLARY BENEFITS TO THE ELIGIBLE MEMBERS OF CEMENT MASONS LOCAL 527 AND THEIR 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,807,222

Investment Income $717,791

Other Revenue $264

TOTAL REVENUE $9,525,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,404

Fundraising Expenses $0

Other Expenses $726,607

TOTAL EXPENSES $9,048,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,525,277	$10,579,784	-0.1%
Expenses	$9,048,503	$9,026,535	+0.0%
Net Income	$476,774	$1,553,249	-0.7%

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

N/A

Employees

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
TIM EGAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRAD CAMPBELL	UNION TRUSTEE	1.00	Director	$0	$0	$0
JIM RENICK	UNION TRUSTEE	1.00	Director	$0	$0	$0
DAN FLAVIN	UNION TRUSTEE	1.00	Director	$0	$0	$0
JEREMY BENNETT	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN KRIEGER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JOHN FISCHER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MATT MINOR	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PAT BARRY	UNION TRUSTEE	1.00	Director	$0	$0	$0
KURT DIERKES	EXITING UNION TRUSTEE	1.00	Director	$0	$0	$0
RON ROELLIG	EXITING EMPLOYER 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	$9,525,277	$9,048,503	$18,713,913	$476,774
2024	No data	No data	No data	No data
2023	$10,588,797	$10,620,638	$16,007,993	$-31,841
2022	$9,580,047	$10,048,082	$16,058,002	$-468,035
2021	$9,715,137	$7,975,103	$17,283,529	$1,740,034
2020	$9,844,946	$7,939,971	$15,371,653	$1,904,975
2018	$8,715,215	$7,345,470	$11,478,502	$1,369,745

CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND