IUOE LOCAL 30 GROUP LEGAL SERVICES FUND (EIN 112741909) - 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

1980

Legal Domicile

Principal Officer

DARREN TURTON

Phone

7188478484

Tax Period

2025-01-01 to 2025-12-31

IUOE LOCAL 30 GROUP LEGAL SERVICES FUND, founded in 1980, is a small nonprofit that reported $338K in total revenue in fiscal year 2025.

Mission

TO PROVIDE PREPAID LEGAL SERVICE BENEFITS TO ELIGIBLE 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $337,684

Investment Income $608

Other Revenue $0

TOTAL REVENUE $338,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,676

Fundraising Expenses $0

Other Expenses $68,873

TOTAL EXPENSES $359,134

Year-over-Year Comparison

	2025	2024	Change
Revenue	$338,292	$330,777	+0.0%
Expenses	$359,134	$326,099	+0.1%
Net Income	$-20,842	$4,678	-5.5%

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

$343,850

Total Directors

$2,095,328

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DILEONE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DANA SANDERS	UNION TRUSTEE	1.00	Director	$0	$91,161	$369,301
FRANK GIBBONS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
FREDERICK SURACE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
HOWARD FOX	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JOHN CULKIN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
KEVIN CRUSE	UNION TRUSTEE	1.00	Director	$0	$92,571	$377,424
ROBERT MOCCIO	UNION TRUSTEE	1.00	Director	$0	$98,215	$410,167
ROBERT WILSON	UNION TRUSTEE	1.00	Director	$0	$92,571	$377,424
WILLIAM LYNN	UNION TRUSTEE - CHAIRMAN	1.00	Director	$0	$124,242	$561,012
DARREN TURTON	FUND ADMINISTRATOR	1.00	Officer	$2,590	$84,892	$343,850
BRIGID AHERN	BENEFITS EMPLOYEE	1.00	Highest	$118,076	$66,845	$237,970
DONNA OWENS	BENEFITS FUNDS COORDINATOR	1.00	Highest	$6,771	$66,415	$232,986
FRANK GREENBERG	BENEFITS EMPLOYEE	1.00	Highest	$1,943	$57,096	$177,075

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	$338,292	$359,134	$814,255	$-20,842
2024	No data	No data	No data	No data
2023	$283,617	$275,188	$526,619	$8,429
2022	$274,221	$251,402	$515,470	$22,819
2021	$268,699	$256,564	$492,980	$12,135
2020	$268,204	$245,660	$571,981	$22,544
2019	$270,591	$258,361	$458,340	$12,230
2018	$257,598	$211,381	$446,902	$46,217
2018	$257,598	$211,381	$446,902	$46,217
2017	$242,913	$204,100	$482,272	$38,813

IUOE LOCAL 30 GROUP LEGAL SERVICES FUND