IUOE LOCALS 181 320 AND TVA H&W TRUST FUND (EIN 237003337) - 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

1968

Legal Domicile

Principal Officer

WILLIAM L JOHNSON JR

Phone

2708266750

Tax Period

2024-05-01 to 2025-04-30

IUOE LOCALS 181 320 AND TVA H&W TRUST FUND, founded in 1968, is a mid-sized nonprofit that reported $50.5M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA.

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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 $47,846,261

Investment Income $2,550,448

Other Revenue $114,490

TOTAL REVENUE $50,511,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $687,011

Fundraising Expenses $0

Program Expenses $51,759,523

Other Expenses $2,905,112

TOTAL EXPENSES $51,759,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,511,199	$53,119,091	0.0%
Expenses	$51,759,523	$50,100,163	+0.0%
Net Income	$-1,248,324	$3,018,928	-1.4%

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

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
AARON PURDUE ALTERNATE	ALTERNATE TR	3.00	Director	$0	$0	$0
BRAD BYFORD	TRUSTEE	3.00	Director	$0	$0	$0
THOMAS COUNTS	TRUSTEE	3.00	Director	$0	$0	$0
WILLIAM B DEATON	TRUSTEE	3.00	Director	$0	$0	$0
STEVEN R DEIG	TRUSTEE	3.00	Director	$0	$0	$0
CARL R DODGE	TRUSTEE	3.00	Director	$0	$0	$0
JEFF GLASS	ALTERNATE TR	3.00	Director	$0	$0	$0
CHRIS HAYDEN	TRUSTEE	3.00	Director	$0	$0	$0
WILLIAM L JOHNSON JR	CHAIRMAN	3.00	Officer Director	$0	$0	$0
CORY KUYKENDALL	TRUSTEE	3.00	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	$50,511,199	$51,759,523	$96,849,103	$-1,248,324
2024	$53,119,091	$50,100,163	$93,066,718	$3,018,928
2023	$49,022,443	$46,030,565	$86,753,211	$2,991,878
2022	$42,419,116	$44,094,527	$83,282,950	$-1,675,411
2021	$42,976,904	$43,260,721	$90,209,796	$-283,817

IUOE LOCALS 181 320 AND TVA H&W TRUST FUND