CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND (EIN 430650799) - 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

1952

Legal Domicile

Principal Officer

BRAD CAMPBELL

Phone

3147391129

Tax Period

2022-08-01 to 2023-07-31

CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND, founded in 1952, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,787,384

Investment Income $523,593

Other Revenue $277,820

TOTAL REVENUE $10,588,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,300

Fundraising Expenses $0

Other Expenses $633,069

TOTAL EXPENSES $10,620,638

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,588,797	$9,580,047	+0.1%
Expenses	$10,620,638	$10,048,082	+0.1%
Net Income	$-31,841	$-468,035	-0.9%

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
KURT DIERKES	TRUSTEE	1.00	Director	$0	$0	$0
BRAD CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
JAMES RENICK	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH KNOTT	EXITING TRUSTEE	1.00	Director	$0	$0	$0
DANIEL FLAVIN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN KRIEGER	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY BENNETT	TRUSTEE	1.00	Director	$0	$0	$0
RON ROELLIG	TRUSTEE	1.00	Director	$0	$0	$0
MATT MINOR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FISCHER	ALT 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
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