LOCAL 891 IUOE SCHOOL CUSTODIAN AND SCHOOL CUSTODIAN ENGINEERS WELFARE FUND

EIN: 133015202

BROOKLYN, NY

Total Revenue
$2,716,116
Total Expenses
$2,894,567
Total Assets
$7,441,830
Net Assets
$7,321,727
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
NY
Principal Officer
RICHARD GORGOGLIONE
Phone
7184559731
Tax Period
2024-01-01 to 2024-12-31

LOCAL 891 IUOE SCHOOL CUSTODIAN AND SCHOOL CUSTODIAN ENGINEERS WELFARE FUND, founded in 1969, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Net assets of $7.3M represent 32 months of operating reserves.

Mission

THE FUND SHALL BE USED FOR THE EXCLUSIVE PURPOSE OF PROVIDING EITHER ON AN INSURED AND/OR ENTIRELY SELF-INSURED BASIS, HEALTH AND WELFARE BENEFITS WHICH MAY INCLUDE, BUT NOT BE LIMITED TO: LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS AND HOSPITALIZATION, DENTAL BENEFITS, SURGICAL AND MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES OF THE EMPLOYER AS WELL AS THEIR FAMILIES AND DEPENDENTS, AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES WITHIN THE FISCAL MEANS OF THE TRUST FUND AND FOR THE FINANCING OF THE REASONABLE AND NECESSARY EXPENSES OF THE TRUSTEES AND THE OPERATION AND ADMINISTRATION OF THE FUND, IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST, AND IN COMPLIANCE WITH THE APPLICABLE LAWS AND REGULATIONS.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES DENTAL, LIFE INSURANCE, VISION, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. NUMBER OF PARTICIPANTS IS 1,539.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,388,109
Investment Income $328,007
Other Revenue $0
TOTAL REVENUE $2,716,116

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $254,150
TOTAL EXPENSES $2,894,567

Year-over-Year Comparison

2024 2023 Change
Revenue $2,716,116 $2,580,743 +0.1%
Expenses $2,894,567 $2,971,840 0.0%
Net Income $-178,451 $-391,097 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
5
Independent Members
2
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
0
$0
Total Directors
5
$143,979
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD GORGOGLIONE TRUSTEE 30.00
Director
$45,023 $0 $45,023
ROBERT J TROELLER TRUSTEE 10.00
Director
$45,875 $8,058 $53,933
ADELE A MCGREAL TRUSTEE 5.00
Director
$0 $0 $0
FRANCIS J BYRNE TRUSTEE 5.00
Director
$45,023 $0 $45,023
JOSE A PEREZ TRUSTEE 5.00
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 $2,716,116 $2,894,567 $7,441,830 $-178,451
2023 $2,580,743 $2,971,840 $7,574,563 $-391,097
2022 $2,887,112 $2,791,159 $7,631,362 $95,953
2021 $2,941,131 $2,542,612 $8,391,163 $398,519
2020 $2,687,586 $2,529,366 $7,847,587 $158,220
2019 $2,801,188 $2,678,842 $7,443,036 $122,346
2018 $2,792,816 $2,323,559 $6,943,592 $469,257
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare LOCAL 891 IUOE SCHOOL CUSTODIAN AND SCHOOL CUSTODIAN ENGINEERS WELFARE FUND with other nonprofits in New York and across the country.