CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN (EIN 886002912) - 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

1962

Legal Domicile

Principal Officer

THOMAS WHITE

Phone

7022515690

Tax Period

2023-01-01 to 2023-12-31

CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN, founded in 1962, is a mid-sized nonprofit that reported $31.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $28.1M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH, ACCIDENT, LIFE AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS 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 $28,445,601

Investment Income $-71,567

Other Revenue $2,764,032

TOTAL REVENUE $31,138,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,280

Fundraising Expenses $0

Other Expenses $4,691,171

TOTAL EXPENSES $28,052,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,138,066	$27,555,873	+0.1%
Expenses	$28,052,065	$31,287,835	-0.1%
Net Income	$3,086,001	$-3,731,962	-1.8%

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

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
THOMAS WHITE	TRUSTEE	4.00	Director	$0	$0	$0
MARCO HERNANDEZ	TRUSTEE	4.00	Director	$0	$0	$0
CHELSY TORRES	TRUSTEE	4.00	Director	$0	$0	$0
JAMES BARKER	TRUSTEE	4.00	Director	$0	$0	$0
ANN BARNETT	TRUSTEE	4.00	Director	$0	$0	$0
MARK BRIGGS	TRUSTEE	4.00	Director	$0	$0	$0
TERESA ROCCA	PATIENT ADVOCATE	45.00	Highest	$156,980	$66,757	$223,737

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	$31,138,066	$28,052,065	$34,505,711	$3,086,001
2022	$27,555,873	$31,287,835	$31,333,769	$-3,731,962
2021	$24,213,594	$27,387,379	$33,468,298	$-3,173,785
2020	$23,504,481	$25,453,967	$35,902,512	$-1,949,486
2019	$23,320,903	$23,804,923	$36,190,692	$-484,020
2018	$21,148,687	$19,396,010	$33,713,089	$1,752,677

CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN