CEMENT MASONS & PLASTERERS HEALTH & WELFARE TRUST (EIN 886010564) - 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

1968

Legal Domicile

Principal Officer

MARC LEAVITT

Phone

7024152180

Tax Period

2024-07-01 to 2025-06-30

CEMENT MASONS & PLASTERERS HEALTH & WELFARE TRUST, founded in 1968, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $10.0M exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE MEDICAL, VISION, DENTAL, LIFE AND DISABILITY TO PARTICIPANTS

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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 $7,084,921

Investment Income $790,371

Other Revenue $138,033

TOTAL REVENUE $8,013,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,773

Fundraising Expenses $0

Other Expenses $927,375

TOTAL EXPENSES $10,012,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,013,325	$9,112,928	-0.1%
Expenses	$10,012,491	$7,290,489	+0.4%
Net Income	$-1,999,166	$1,822,439	-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
MARC LEAVITT	TRUSTEE	1.00	Director	$0	$0	$0
PAUL BENIGNO	TRUSTEE	1.00	Director	$0	$0	$0
JOSE MARQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
PABLO LEOS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK VELASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
HAROLD DALY	TRUSTEE	1.00	Director	$0	$0	$0
NICK CARRILLO	TRUSTEE	1.00	Director	$0	$0	$0
CLARK WEBSTER	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	$8,013,325	$10,012,491	$15,448,431	$-1,999,166
2024	No data	No data	No data	No data
2024	$9,112,928	$7,290,489	$17,036,720	$1,822,439
2023	$9,948,230	$6,973,313	$14,702,765	$2,974,917
2022	$5,988,589	$6,300,739	$11,644,539	$-312,150
2021	$7,674,081	$7,039,361	$13,045,907	$634,720
2020	$8,526,802	$6,341,201	$11,935,698	$2,185,601
2019	$6,898,253	$4,851,471	$9,744,774	$2,046,782
2018	$4,455,216	$5,174,093	$7,624,020	$-718,877

CEMENT MASONS & PLASTERERS HEALTH & WELFARE TRUST