WASHINGTON DC CEMENT MASONS' WELFARE FUND (EIN 526038505) - 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

1967

Legal Domicile

Principal Officer

JAMIE BUCK

Phone

4108729500

Tax Period

2023-11-01 to 2024-10-31

WASHINGTON DC CEMENT MASONS' WELFARE FUND, founded in 1967, is a small nonprofit that reported $586K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $104K, a strong 18% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS ELIGIBLE UNION 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $596,493

Investment Income $-20,343

Other Revenue $10,208

TOTAL REVENUE $586,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $224,911

TOTAL EXPENSES $481,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$586,358	$698,986	-0.2%
Expenses	$481,977	$795,745	-0.4%
Net Income	$104,381	$-96,759	-2.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE BUCK	UNION TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CAMPOS	UNION TRUSTEE (P)	1.00	Director	$0	$0	$0
DENNIS FIFE	UNION TRUSTEE	1.00	Director	$0	$0	$0
PEGGY JONES	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
GEORGE MALONEY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
GEORGE RUSK	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARK WILDSMITH	UNION TRUSTEE (P)	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	$586,358	$481,977	$1,401,873	$104,381
2023	$698,986	$795,745	$1,135,989	$-96,759
2022	$857,469	$633,551	$1,259,318	$223,918
2021	$822,023	$809,344	$1,206,864	$12,679
2020	$859,295	$541,783	$1,085,082	$317,512
2019	$870,642	$1,090,728	$767,122	$-220,086
2018	$934,156	$1,056,347	$965,971	$-122,191

WASHINGTON DC CEMENT MASONS' WELFARE FUND