CEMENT MASONS SOUTHERN CALIFORNIA HEALTH AND WELFARE FUND (EIN 956042883) - 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

1954

Legal Domicile

Principal Officer

JACK ALVARADO

Phone

6264444600

Tax Period

2024-01-01 to 2024-12-31

CEMENT MASONS SOUTHERN CALIFORNIA HEALTH AND WELFARE FUND, founded in 1954, is a mid-sized nonprofit that reported $40.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $35.2M left a modest 14% surplus.

Mission

TO PROVIDE HEALTH BENEFiTS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THE 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 $38,503,240

Investment Income $2,304,392

Other Revenue $0

TOTAL REVENUE $40,807,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,346,648

TOTAL EXPENSES $35,177,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,807,632	$36,851,891	+0.1%
Expenses	$35,177,415	$31,470,734	+0.1%
Net Income	$5,630,217	$5,381,157	+0.0%

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
JESS MENDEZ	TRUSTEE	1.0	Director	$0	$0	$0
ENRICO PRIETO	TRUSTEE	1.0	Director	$0	$0	$0
SCOTT BERG	TRUSTEE	1.0	Director	$0	$0	$0
MAC TARROSA	TRUSTEE	1.0	Director	$0	$0	$0
MIKE RODRIGUEZ	TRUSTEE	1.0	Director	$0	$0	$0
JIM RYAN	TRUSTEE	1.0	Director	$0	$0	$0
JACK ALVARADO	TRUSTEE	1.0	Director	$0	$0	$0
DAVID YOUNG	TRUSTEE	1.0	Director	$0	$0	$0
Jose Saldana	TRUSTEE	1.0	Director	$0	$0	$0
RICARDO GONZALEZ	TRUSTEE	1.0	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
2024	$40,807,632	$35,177,415	$75,183,538	$5,630,217
2023	$36,851,891	$31,470,734	$67,245,484	$5,381,157
2022	$35,688,693	$30,939,597	$59,795,632	$4,749,096
2021	$34,643,365	$31,818,955	$60,475,090	$2,824,410
2020	$36,045,524	$32,834,816	$58,106,561	$3,210,708
2019	$33,342,412	$27,990,512	$50,594,930	$5,351,900
2018	$29,611,139	$28,363,199	$42,595,662	$1,247,940

CEMENT MASONS SOUTHERN CALIFORNIA HEALTH AND WELFARE FUND