MIDWEST OPERATING ENGINEER PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATION (EIN 030526632) - 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

2003

Legal Domicile

Principal Officer

JAMES M SWEENEY

Phone

7084827300

Tax Period

2024-04-01 to 2025-03-31

MIDWEST OPERATING ENGINEER PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATION, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum.

Mission

TO HOLD TITLE TO BUILDING USED BY PENSION 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 $0

Investment Income $500,982

Other Revenue $632,304

TOTAL REVENUE $1,133,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,133,286	$632,370	+0.8%
Expenses	N/A	N/A	N/A
Net Income	N/A	$632,370	N/A

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

$432,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN M CISCO	TRUSTEE	1.00	Director	$0	$0	$0
MARSHALL DOUGLAS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FAGAN	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE KEEFE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M SWEENEY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SNELTEN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL PLOTE	TRUSTEE	1.00	Director	$0	$0	$0
MIKE KRESGE	TRUSTEE	1.00	Director	$0	$0	$0
JULIE CHAMBERLIN	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY HORNE	TRUSTEE	1.00	Director	$0	$0	$0
JASON COX	TRUSTEE	1.00	Director	$0	$0	$0
ADAM HASS	TRUSTEE	1.00	Director	$0	$0	$0
TOM BERNSTEIN	ADMINISTRATIVE MANAGER	1.00	Officer	$0	$110,089	$432,855
TRUDY MARES	CONTROLLER	1.00	Highest	$0	$95,825	$236,442
ANGELA MCMILLIN	ASSISTANT FUND ADMINISTRATOR	1.00	Highest	$0	$94,032	$279,805
ANN MARIE WILLIAMS	PENSION MANAGER	1.00	Highest	$0	$95,260	$217,047
MICHAEL WALSH	CHIEF BUILDING ENGINEER	1.00	Highest	$0	$86,265	$205,798
LEIGH FOX	DIRECTOR OF OPERATIONS	1.00	Highest	$0	$96,873	$230,440

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	$1,133,286	No data	$14,471,958	No data
2024	$632,370	No data	$13,384,365	No data
2023	$461,177	No data	$12,746,821	No data
2022	$505,122	No data	$12,288,643	No data
2021	$488,411	No data	$11,766,113	No data

MIDWEST OPERATING ENGINEER PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATION