INT'L UNION OF OPERATING ENGNRS JT… - Form 990 Financial Data

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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

1975

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $5,993,913 Revenue: $7,987,342

PROGRAMS PROVIDING APPRENTICESHIP, TRAINING AND SAFETY IN THE TRADE OF OPERATING ENGINEERING.

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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 $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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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

Total Directors

Key Employees

Highest Compensated

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

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