OPERATING ENGINEERS LOCAL 14-14B TRAINING FUND (EIN 136318522) - 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

1970

Legal Domicile

Principal Officer

EDWIN L CHRISTIAN

Phone

7189391489

Tax Period

2024-07-01 to 2025-06-30

OPERATING ENGINEERS LOCAL 14-14B TRAINING FUND, founded in 1970, is a community nonprofit in the Employment sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $3.6M exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,758,459

Investment Income $137,422

Other Revenue $0

TOTAL REVENUE $2,895,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,266,453

Other Expenses $3,614,314

TOTAL EXPENSES $3,614,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,895,881	$2,444,357	+0.2%
Expenses	$3,614,314	$3,745,665	0.0%
Net Income	$-718,433	$-1,301,308	-0.4%

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

$363,743

Total Directors

Key Employees

$1,356,319

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS GORDON	TRAINING DIRECTOR - THRU 01/25	0.00	Key Emp	$0	$96,800	$375,008
RICHARD STREETER	TRAINING DIRECTOR	0.00	Key Emp	$0	$95,468	$364,895
MARLENE MONTERROSO	FUND ADMIN	8.00	Officer	$0	$94,802	$363,743
MATTHEW DUNN	TRAINING DIRECTOR	0.00	Key Emp	$0	$89,342	$312,514
DAVID BROWN	TRAINING DIRECTOR	0.00	Key Emp	$0	$88,395	$303,902
KENNETH KLEMENS	UNION TRUSTEE - THRU 3/25	1.00	Director	$0	$0	$0
EDWIN L CHRISTIAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOHN CRONIN	UNION TRUSTEE	1.00	Director	$0	$0	$0
HUGH MANLEY	UNION TRUSTEE - EFF 3/25	1.00	Director	$0	$0	$0
EDWARD M CHRISTIAN	ALT UNION TRUSTEE - EFF 3/25	1.00	Director	$0	$0	$0
THOMAS GORDON	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOHN F O'HARE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM TYSON	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
TYREEF BEVEL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SALGO	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT WESSELS	ALT EMPLOYER TRUSTEE - EFF 12/24	1.00	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
2025	$2,895,881	$3,614,314	$11,763,558	$-718,433
2024	$2,444,357	$3,745,665	$12,477,111	$-1,301,308
2023	$2,403,973	$3,922,377	$13,704,112	$-1,518,404
2022	$2,293,895	$3,739,520	$15,259,402	$-1,445,625
2021	$2,680,316	$3,805,840	$16,831,824	$-1,125,524
2020	$2,388,637	$3,374,688	$18,118,996	$-986,051
2019	$2,972,940	$3,186,661	$18,871,004	$-213,721
2018	$2,961,614	$2,929,195	$19,250,985	$32,419

OPERATING ENGINEERS LOCAL 14-14B TRAINING FUND