CEMENT MASONS' LOCAL 527 JOINT APPRENTICE AND TRAINING FUND (EIN 873457012) - 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

2021

Legal Domicile

Principal Officer

MICHAEL BEHLMANN

Phone

3147391129

Tax Period

2024-08-01 to 2025-07-31

CEMENT MASONS' LOCAL 527 JOINT APPRENTICE AND TRAINING FUND, founded in 2021, is a small nonprofit in the Education sector that reported $528K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

EDUCATION AND TRAINING

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $509,337

Investment Income $18,345

Other Revenue $667

TOTAL REVENUE $528,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,124

Fundraising Expenses $0

Program Expenses $521,807

Other Expenses $314,683

TOTAL EXPENSES $521,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$528,349	$637,823	-0.2%
Expenses	$521,807	$400,051	+0.3%
Net Income	$6,542	$237,772	-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

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
SCOTT DOWNS	EXITING TRAINING COORDINATOR	40.00	Officer Director	$0	$0	$0
PAT MORIARITY	PRESIDENT CONTRACTOR	1.00	Officer Director	$0	$0	$0
BRAD CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
BOB HAWKINS	EXITING TRUSTEE	1.00	Director	$0	$0	$0
JIM RENICK	VICE PRESIDENT UNION	1.00	Officer Director	$0	$0	$0
MIKE STODDARD	TRUSTEE	1.00	Director	$0	$0	$0
KEN KOZLOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
KURT DIERKES	EXITING TRUSTEE	1.00	Director	$0	$0	$0
DAN FLAVIN	TRUSTEE	1.00	Director	$0	$0	$0
ED REINKEN	TRUSTEE	1.00	Director	$0	$0	$0
PAT BARRY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BEHLMANN	TRAINING COORDINATOR	40.00	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
2025	$528,349	$521,807	$832,469	$6,542
2024	$637,823	$400,051	$825,927	$237,772
2023	$670,727	$237,075	$588,155	$433,652
2022	$167,146	$12,643	$154,503	$154,503

CEMENT MASONS' LOCAL 527 JOINT APPRENTICE AND TRAINING FUND