INT'L UNION OF OPERATING ENGNRS JT APPRENTSHPTRAIN & SAFETY OF E PA & DE

EIN: 231654168 501(c)(3)

FORT WASHINGTON, PA

Total Revenue
$9,903,189
Total Expenses
$6,426,538
Total Assets
$14,065,176
Net Assets
$13,728,772
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
PA
Principal Officer
JOHN HEENAN
Phone
2155428211
Tax Period
2024-01-01 to 2024-12-31

INT'L UNION OF OPERATING ENGNRS JT APPRENTSHPTRAIN & SAFETY OF E PA & DE, founded in 1975, is a community nonprofit that reported $9.9M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 35% operating margin.

Mission

TO PROVIDE FOR APPRENTICESHIP AND TRAINING OPPORTUNITIES AND FOR SAFETY IN THE TRADE; TO TRAIN APPRENTICES AND JOURNEYMEN WHO ARE NOW IN THE TRADE; TO ASSIST IN PROVIDING TRAINING THAT WILL EQUIP APPRENTICES AND JOURNEYMEN FOR PROFITABLE EMPLOYMENT AND CITIZENSHIP; AND TO FURTHER THE ASSURANCE TO THE EMPLOYERS OF PROFICIENT WORKMEN, TO THE END THAT THE PUBLIC MAY RECEIVE THE BEST POSSIBLE WORKMANSHIP.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,793,645
Program Service Revenue $7,962,224
Investment Income $108,102
Other Revenue $39,218
TOTAL REVENUE $9,903,189

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,158,405
Fundraising Expenses $0
Program Expenses $5,993,913
Other Expenses $2,268,133
TOTAL EXPENSES $6,426,538

Year-over-Year Comparison

2024 2023 Change
Revenue $9,903,189 $6,479,386 +0.5%
Expenses $6,426,538 $6,431,111 0.0%
Net Income $3,476,651 $48,275 +71.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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

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Governance

Voting Members
8
Independent Members
8
Employees
22
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
10
$0
Key Employees
0
$0
Highest Compensated
6
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LOU BENCARDINO EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JOHN CASEY EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JOEL CROOKS UNION TRUSTEE (P) 2.00
Director
$0 $0 $0
JAMES R DAVIS EMPLOYER TRUSTEE (P) 2.00
Director
$0 $0 $0
SONIA DI VALERIO EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
FRAN PIETRINI EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
CECIL PRESTON UNION TRUSTEE 2.00
Director
$0 $0 $0
JAMES REILLEY UNION TRUSTEE 2.00
Director
$0 $0 $0
JUNIUS RUSSELL UNION TRUSTEE 2.00
Director
$0 $0 $0
ANTONIO WILLIAMS UNION TRUSTEE 2.00
Director
$0 $0 $0
JOHN HEENAN ADMINISTRATOR 2.00
Highest
$11,096 $93,828 $278,760
JAMES P GRANVILLE INSTRUCTOR 40.00
Highest
$150,817 $70,940 $221,757
DANIEL SULLIVAN COORDINATOR 40.00
Highest
$147,789 $70,880 $218,669
DANIEL MITCHELL INSTRUCTOR 40.00
Highest
$143,363 $70,791 $214,154
BRIAN MURPHY INSTRUCTOR 40.00
Highest
$143,363 $70,791 $214,154
KYLE REY INSTRUCTOR 40.00
Highest
$138,303 $70,690 $208,993
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 $9,903,189 $6,426,538 $14,065,176 $3,476,651
2023 $6,479,386 $6,431,111 $10,556,140 $48,275
2022 $6,121,712 $6,574,791 $10,488,327 $-453,079
2021 $5,915,190 $5,932,376 $10,898,398 $-17,186
2020 $6,014,203 $5,625,174 $10,918,543 $389,029
2019 $5,863,004 $5,719,787 $10,581,579 $143,217
2018 $7,110,146 $5,347,330 $10,338,572 $1,762,816
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