BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 13 HEALTH BENEFITS FUND (EIN 880476131) - 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

2000

Legal Domicile

Principal Officer

RICHARD CRAWFORD

Phone

7027348601

Tax Period

2024-06-01 to 2025-05-31

BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 13 HEALTH BENEFITS FUND, founded in 2000, is a community nonprofit in the Mutual Benefit sector that reported $8.5M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $7.7M left a modest 9% surplus.

Mission

HEALTH BENEFITS FUND

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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 $7,216,274

Investment Income $743,734

Other Revenue $510,509

TOTAL REVENUE $8,470,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,087,930

TOTAL EXPENSES $7,677,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,470,517	$11,006,764	-0.2%
Expenses	$7,677,656	$7,805,398	0.0%
Net Income	$792,861	$3,201,366	-0.8%

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
RICHARD CRAWFORD	CO-CHAIRMAN	1.00	Director	$0	$0	$0
MATT HANSEN	CO-CHAIRMAN	1.00	Director	$0	$0	$0
JACOB GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY IVESTER	TRUSTEE	1.00	Director	$0	$0	$0
TOM MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
EDUARDO ZAVELLA	TRUSTEE	1.00	Director	$0	$0	$0
RANDY BUKOSKEY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FUENTES	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	$8,470,517	$7,677,656	$22,659,458	$792,861
2024	$11,006,764	$7,805,398	$21,533,547	$3,201,366
2023	$15,920,769	$7,323,690	$16,367,122	$8,597,079
2022	$6,243,744	$689,436	$13,473,280	$5,554,308
2021	$7,497,139	$6,007,694	$15,408,227	$1,489,445
2020	$5,690,829	$14,668,414	$13,112,180	$-8,977,585
2019	$4,763,584	$5,655,436	$13,273,743	$-891,852
2018	$5,100,123	$7,412,685	$13,678,220	$-2,312,562

BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 13 HEALTH BENEFITS FUND