INTERNATIONAL UNION OF OPERATING ENG LOCAL 98 EMPLOYERS COOPERATIVE TRUST

EIN: 043432489 Employment

SOUTHWICK, MA

Total Revenue
$617,265
Total Expenses
$477,198
Total Assets
$1,061,577
Net Assets
$1,025,949
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
MA
Principal Officer
KARA A RICHOTTE
Phone
4139983230
Tax Period
2024-01-01 to 2024-12-31

INTERNATIONAL UNION OF OPERATING ENG LOCAL 98 EMPLOYERS COOPERATIVE TRUST, founded in 1998, is a small nonprofit in the Employment sector that reported $617K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 23% operating margin.

Mission

TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, PRESERVE EMPLOYMENT SECURITY, ENHANCE ECONOMIC DEVELOPMENT IN THE COMMUNITY AND IMPROVE COMMUNICATION WITH RESPECT TO INDIVIDUAL ADVANCEMENTS, AND TO PROMOTE THE ECONOMIC COMPETITIVENESS OF OPERATING ENGINEERS AND EMPLOYERS IN THE INDUSTRY, PRIMARILY BY AWARDING GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $579,777
Investment Income $37,488
Other Revenue $0
TOTAL REVENUE $617,265

Expense Breakdown

Grants Paid $401,613
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $75,585
TOTAL EXPENSES $477,198

Year-over-Year Comparison

2024 2023 Change
Revenue $617,265 $501,603 +0.2%
Expenses $477,198 $303,999 +0.6%
Net Income $140,067 $197,604 -0.3%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
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
1
$204,704
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARA RICHOTTE FUND ADMINISTRATOR 1.00
Officer
$0 $79,746 $204,704
WILLIAM D FAY - THRU 0924 UNION TRUSTEE/CHAIRMAN 1.00
Director
$0 $0 $0
DAVID KAZIMIERCZAK UNION TRUSTEE/CHAIRPERSON-EFF 09/24 1.00
Director
$0 $0 $0
DARRIN AUGER UNION TRUSTEE 1.00
Director
$0 $0 $0
JENNA RAHKONEN EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
JONATHAN PECOY EMPLOYER 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
2024 $617,265 $477,198 $1,061,577 $140,067
2023 $501,603 $303,999 $908,228 $197,604
2022 $395,323 $235,436 $710,837 $159,887
2021 $288,346 $205,540 $546,923 $82,806
2020 $220,525 $308,206 $479,215 $-87,681
2019 $189,757 $182,774 $555,337 $6,983
2018 $191,193 $224,354 $545,252 $-33,161
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