INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30 (EIN 135159000) - 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

1938

Legal Domicile

Principal Officer

WILLIAM LYNN

Phone

7188478484

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30, founded in 1938, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2025. Expenses of $9.6M left a modest 10% surplus.

Mission

THE UNION PROVIDES FOR THE CONTINUOUS EMPLOYMENT OF LABOR, BRINGS ABOUT STABLE CONDITIONS IN THE INDUSTRY AND ESTABLISHES NECESSARY PROCEDURES FOR THE AMICABLE RESOLUTION OF DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

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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 $497,963

Program Service Revenue $10,038,560

Investment Income $86,586

Other Revenue $20,754

TOTAL REVENUE $10,643,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,297,129

Fundraising Expenses $0

Other Expenses $3,313,125

TOTAL EXPENSES $9,610,254

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,643,863	$10,587,142	+0.0%
Expenses	$9,610,254	$9,061,063	+0.1%
Net Income	$1,033,609	$1,526,079	-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

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

$4,021,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRES PUERTA	EXEC BOARD/DIR OF SP	41.00	Officer	$287,731	$93,175	$380,906
ANNA MARIE MENOSCAL	EXEC BOARD	1.00	Officer	$825	$0	$825
ANTHONY ANGIERI	EXEC BOARD	1.00	Officer	$800	$0	$800
ANTHONY O'SULLIVAN	EXEC BOARD	1.00	Officer	$750	$0	$750
BRIAN AHERN	EXEC BOARD	41.00	Officer	$287,731	$93,176	$380,907
CARLOS FERNANDEZ	AUDITOR	1.00	Officer	$0	$0	$0
CHRISTOPHER LOVE	AUDITOR	1.00	Officer	$0	$0	$0
DANA SANDERS	VICE PRESIDENT/BUS. REP.	41.00	Officer	$278,140	$91,161	$369,301
DANIEL CANALES	TRUSTEE	1.00	Officer	$0	$0	$0
EUGENE ZIMMER	EXEC BOARD	1.00	Officer	$750	$0	$750
FRANK FUNES JR	EXEC BOARD	1.00	Officer	$0	$0	$0
GARY ARCHER	CONDUCTOR	41.00	Officer	$157,276	$64,404	$221,680
JAMES LYNN	EXEC BOARD	1.00	Officer	$750	$0	$750
KEVIN CRUSE	TREASURER/BUS REP	41.00	Officer	$284,853	$92,571	$377,424
KEVIN ROSS	EXEC BOARD	1.00	Officer	$675	$0	$675
MIGUEL BERMUDEZ	TRUSTEE	1.00	Officer	$0	$0	$0
RICHARD BESS	EXEC BOARD	1.00	Officer	$900	$0	$900
ROBERT MOCCIO	PRESIDENT/BUS R	41.00	Officer	$311,952	$98,215	$410,167
ROBERT WILSON	REC.-CORRES. SEC/BUS. REP	41.00	Officer	$284,853	$92,571	$377,424
RUSSELL PACE	EXECUTIVE BOARD	1.00	Officer	$825	$0	$825
SEAN BROWN	EXEC BOARD/BUSINESS REP	41.00	Officer	$284,853	$92,571	$377,424
SHANE CANADA	EXECUTIVE BOARD	1.00	Officer	$675	$0	$675
STEFANY VALDES	EXECUTIVE BOARD	1.00	Officer	$825	$0	$825
STEVEN V BRODERICK	EXEC BOARD/BUSINESS REP	41.00	Officer	$281,976	$91,966	$373,942
VINCENT FIORENTINO	GUARD/ORGANIZER	41.00	Officer	$125,847	$58,153	$184,000
WILLIAM LYNN	BUSINESS MANAGER/FIN. SECR	41.00	Officer	$436,770	$124,242	$561,012
MATTHEW LEIMBACH	TRUSTEE	1.00	Officer	$0	$0	$0
MICHAEL OWEN	AUDITOR	1.00	Officer	$0	$0	$0
KEVIN M DONOHUE	EXEC BOARD	1.00	Officer	$0	$0	$0
MARIA GATANAS	EXECUTIVE ASST.	41.00	Highest	$210,960	$74,103	$285,063
DANA MANTAKIS	ADMINISTRATIVE ASSISTANT	41.00	Highest	$116,749	$56,645	$173,394
AGNES DOWNES	BOOKKEEPER	41.00	Highest	$112,799	$55,937	$168,736
JONATHAN ELLINGWOOD	ORGANIZER	41.00	Highest	$114,800	$56,585	$171,385
KELLY SEXTON	POLITICAL DIRECTOR	41.00	Highest	$125,275	$59,966	$185,241

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	$10,643,863	$9,610,254	$10,831,613	$1,033,609
2024	$10,587,142	$9,061,063	$9,569,887	$1,526,079
2023	$8,593,522	$8,087,646	$7,905,798	$505,876
2022	$8,203,166	$7,854,268	$7,456,049	$348,898
2021	$7,760,163	$7,391,571	$7,158,659	$368,592
2020	$7,084,366	$6,905,106	$6,800,971	$179,260
2019	$7,223,325	$7,090,989	$6,718,916	$132,336
2018	$7,109,942	$7,475,922	$6,516,921	$-365,980
2018	$7,109,942	$7,475,922	$6,516,921	$-365,980
2017	$6,622,038	$6,314,121	$6,739,088	$307,917

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30