BRICK MASONS HEALTH AND WELFARE TRUST FUND (EIN 956041102) - 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

1960

Legal Domicile

Principal Officer

DANA KEMP

Phone

6266461090

Tax Period

2024-05-01 to 2025-04-30

BRICK MASONS HEALTH AND WELFARE TRUST FUND, founded in 1960, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $7.9M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS OF COMPANIES WHO ARE SIGNATORY TO THE BRICK MASONS' COLLECTIVE BARGAINING AGREEMENT.

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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 $7,296,649

Investment Income $-383,112

Other Revenue $18,460

TOTAL REVENUE $6,931,997

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $708,315

TOTAL EXPENSES $7,941,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,931,997	$7,620,751	-0.1%
Expenses	$7,941,785	$7,074,353	+0.1%
Net Income	$-1,009,788	$546,398	-2.8%

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

N/A

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
CHRIS BRISSON	TRUSTEE	2.0	Officer Director	$0	$0	$0
CASEY RICKS	TRUSTEE	2.0	Officer Director	$0	$0	$0
JOHN CHRYSLER	TRUSTEE	2.0	Director	$0	$0	$0
DANIEL GARCIA	TRUSTEE	2.0	Director	$0	$0	$0
DOUG SLES	TRUSTEE	2.0	Director	$0	$0	$0
FRANK SMITH	SECRETARY	2.0	Director	$0	$0	$0
KENNETH TEJEDA	TRUSTEE	2.0	Director	$0	$0	$0
DANA KEMP	TRUSTEE	2.0	Director	$0	$0	$0
LUPE ALDACO JR	CHAIRMAN	2.0	Director	$0	$0	$0
ANDY GERBER	TRUSTEE	2.0	Director	$0	$0	$0
ELLIOT GRANSTROM	TRUSTEE	2.0	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	$6,931,997	$7,941,785	$10,811,733	$-1,009,788
2024	$7,620,751	$7,074,353	$10,497,893	$546,398
2023	$8,705,369	$7,774,537	$10,266,287	$930,832
2022	$9,666,490	$7,923,683	$10,386,497	$1,742,807
2021	$10,424,656	$9,170,500	$10,351,687	$1,254,156
2020	$9,925,496	$8,919,976	$8,370,186	$1,005,520
2019	$7,362,443	$8,793,584	$6,515,670	$-1,431,141

BRICK MASONS HEALTH AND WELFARE TRUST FUND