OPERATING ENGINEERS UNION LOCAL 30 30A 30B & 30C MUNICIPAL WELFARE TRUST FUND (EIN 136174675) - 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

1964

Legal Domicile

Principal Officer

DARREN TURTON

Phone

7188478484

Tax Period

2025-01-01 to 2025-12-31

OPERATING ENGINEERS UNION LOCAL 30 30A 30B & 30C MUNICIPAL WELFARE TRUST FUND, founded in 1964, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2025. Net assets of $7.9M represent 32 months of operating reserves.

Mission

THE PLAN PROVIDES DENTAL, DEATH, OPTICAL AND LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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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 $2,928,526

Investment Income $10,388

Other Revenue $0

TOTAL REVENUE $2,938,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,032

Fundraising Expenses $0

Other Expenses $276,925

TOTAL EXPENSES $3,081,479

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,938,914	$2,956,097	0.0%
Expenses	$3,081,479	$3,026,726	+0.0%
Net Income	$-142,565	$-70,629	+1.0%

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

N/A

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

$380,848

Total Directors

$1,086,794

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LYNN	UNION TRUSTEE - CHAIRMAN	1.00	Director	$0	$124,242	$561,012
ROBERT MOCCIO	UNION TRUSTEE	1.00	Director	$0	$98,215	$410,167
BRENDAN BENN	UNION TRUSTEE	2.00	Director	$18,126	$39,295	$115,615
DARREN TURTON	FUND ADMINISTRATOR	1.00	Officer	$15,537	$121,891	$380,848

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	$2,938,914	$3,081,479	$8,105,843	$-142,565
2024	No data	No data	No data	No data
2023	$2,943,729	$3,018,533	$9,038,909	$-74,804
2022	$3,118,991	$2,643,751	$8,837,867	$475,240
2021	$2,901,754	$2,428,417	$8,046,634	$473,337
2020	$2,940,360	$2,159,713	$7,330,350	$780,647
2019	$3,110,534	$2,566,109	$6,634,822	$544,425
2018	$2,992,590	$2,188,429	$6,019,808	$804,161
2018	$2,992,590	$2,188,429	$6,019,808	$804,161
2017	$2,856,084	$2,228,044	$5,423,295	$628,040

OPERATING ENGINEERS UNION LOCAL 30 30A 30B & 30C MUNICIPAL WELFARE TRUST FUND