CONSTRUCTION WORKERS' TRUST FUND (EIN 526037528) - 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

JULIO PALOMO

Phone

4108729500

Tax Period

2023-10-01 to 2024-09-30

CONSTRUCTION WORKERS' TRUST FUND, founded in 1952, is a mid-sized nonprofit that reported $10.8M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

PROVIDING 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,190,605

Investment Income $536,434

Other Revenue $29,422

TOTAL REVENUE $10,756,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $835,069

TOTAL EXPENSES $10,546,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,756,461	$11,700,349	-0.1%
Expenses	$10,546,148	$11,773,799	-0.1%
Net Income	$210,313	$-73,450	-3.9%

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

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
RYAN BOYER	CHAIRMAN	1.00	Director	$0	$0	$0
J NICK THRAPPAS	TRUSTEE	1.00	Director	$0	$0	$0
JULIO PALOMO	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS A STRUNGE	TRUSTEE	1.00	Director	$0	$0	$0
MIGUEL DIAZ	TRUSTEE	1.00	Director	$0	$0	$0
ALAN PARHAM	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	$10,756,461	$10,546,148	$18,698,225	$210,313
2023	$11,700,349	$11,773,799	$16,952,647	$-73,450
2022	$9,922,026	$11,809,517	$16,955,892	$-1,887,491
2021	$10,829,672	$10,020,464	$21,214,729	$809,208
2020	$10,587,503	$10,683,308	$20,074,219	$-95,805
2019	$14,061,233	$9,621,936	$19,418,390	$4,439,297
2018	$10,989,785	$7,765,315	$14,432,493	$3,224,470

CONSTRUCTION WORKERS' TRUST FUND