INTERNATIONAL UNION OF OPER ENGINEERS LOCAL 137 137A 137B 137C 137R (EIN 131739715) - 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

1933

Legal Domicile

Principal Officer

JEFFREY LOUGHLIN

Phone

9147620600

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL UNION OF OPER ENGINEERS LOCAL 137 137A 137B 137C 137R, founded in 1933, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2025. Expenses of $2.7M left a modest 12% surplus.

Mission

THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES. THE DISREGARDED ENTITY HOLDS TITLE TO REAL ESTATE.

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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 $2,783,469

Investment Income $303,650

Other Revenue $2,239

TOTAL REVENUE $3,089,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,513,978

Fundraising Expenses $0

Other Expenses $1,214,386

TOTAL EXPENSES $2,728,364

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,089,358	$3,011,315	+0.0%
Expenses	$2,728,364	$2,704,210	+0.0%
Net Income	$360,994	$307,105	+0.2%

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

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

$1,089,137

Total Directors

$1,087,887

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY LOUGHLIN	BUSINESS MGR	40.00	Officer Director	$260,999	$98,913	$359,912
JAMES SASSO	PRESIDENT	40.00	Officer Director	$217,278	$155,842	$373,120
MICHAEL MILLER	VICE PRESIDENT	40.00	Officer Director	$217,284	$135,071	$352,355
KERRY A D'AMATO	UNION OFFICE MANAGER	40.00	Highest	$109,717	$78,035	$187,752
DAVID RYAN	TREASURER	1.00	Officer Director	$2,500	$0	$2,500
SEAN MEANEY	CONDUCTOR	1.00	Officer	$1,250	$0	$1,250
JOHN BELARDI	REC CORRES SEC	1.00	Officer Director	$0	$0	$0
JAMES ARNAU	FINL SEC	1.00	Officer Director	$0	$0	$0
CHARLES TIERNEY JR	GUARD	1.00	Officer	$0	$0	$0
ROBERT YOZZO	TRUSTEE - THRU 7/25	1.00	Officer	$0	$0	$0
LUCAS RAU	TRUSTEE	1.00	Officer	$0	$0	$0
PATRICIA PARRIS	TRUSTEE - THRU 1/25	1.00	Officer	$0	$0	$0
SCOTT SCHNEIDER	AUDITOR	1.00	Officer	$0	$0	$0
CHRIS HORTON	AUDITOR	1.00	Officer	$0	$0	$0
JAMES LARKIN	AUDITOR	1.00	Officer	$0	$0	$0
EVAN VONA	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
RONALD BURGESS	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
ROCCO MICELI	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
PETE SAMPOGNA	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
DAN CALANDRO	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
TREVOR RODNEY	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$0
THOMAS PATTERSON	TRUSTEE - EFF 7/25	1.00	Officer	$0	$0	$0
JOHN BLASETTI	TRUSTEE - EFF 1/25	1.00	Officer	$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	$3,089,358	$2,728,364	$11,966,722	$360,994
2024	$3,011,315	$2,704,210	$11,244,393	$307,105
2023	$2,996,515	$2,646,733	$10,606,318	$349,782
2022	$3,069,422	$2,518,604	$9,917,732	$550,818
2021	$3,094,988	$2,329,325	$9,909,021	$765,663
2020	$2,656,959	$2,309,230	$8,989,828	$347,729
2019	$3,583,223	$2,367,383	$8,289,368	$1,215,840
2018	$3,721,416	$2,132,766	$6,605,910	$1,588,650

INTERNATIONAL UNION OF OPER ENGINEERS LOCAL 137 137A 137B 137C 137R