IOWA OPERATING ENGINEERS APPRENTICESHIP AND TRAINING TRUST AGREEMENT (EIN 237073420) - 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

1967

Legal Domicile

Principal Officer

JASON COPPLE

Phone

6419427112

Tax Period

2024-01-01 to 2024-12-31

IOWA OPERATING ENGINEERS APPRENTICESHIP AND TRAINING TRUST AGREEMENT, founded in 1967, is a community nonprofit in the Employment sector that reported $2.5M in total revenue in fiscal year 2024. The organization ran a surplus of $438K, a strong 17% operating margin.

Mission

EDUCATION

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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 $52,668

Program Service Revenue $2,148,970

Investment Income $258,717

Other Revenue $72,096

TOTAL REVENUE $2,532,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $999,001

Fundraising Expenses $0

Program Expenses $1,975,815

Other Expenses $1,095,602

TOTAL EXPENSES $2,094,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,532,451	$2,441,757	+0.0%
Expenses	$2,094,603	$1,995,888	+0.0%
Net Income	$437,848	$445,869	0.0%

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

$166,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT CORELL	TRUSTEE	0.15	Director	$0	$0	$0
DENNIS HERBERGER	SECRETARY	0.15	Director	$0	$0	$0
CHAD CARTER	TRUSTEE	0.15	Director	$0	$0	$0
NICK NORTON	TRUSTEE	0.15	Director	$0	$0	$0
JASON COPPLE	CHAIRMAN	0.15	Director	$0	$0	$0
DAVE STITZ	TRUSTEE	0.15	Director	$0	$0	$0
BRIAN VASKE	TRUSTEE	0.15	Director	$0	$0	$0
RYAN HOLLINRAKE	COORDINATOR	50.00	Officer	$121,235	$45,715	$166,950
KEVIN ALLSUP	EMPLOYEE	40.00	Highest	$110,938	$38,680	$149,618
MATTHEW PRICE	EMPLOYEE	40.00	Highest	$105,656	$38,680	$144,336

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	$2,532,451	$2,094,603	$11,614,052	$437,848
2023	$2,441,757	$1,995,888	$11,206,525	$445,869
2022	$2,451,783	$1,588,862	$10,701,851	$862,921
2021	$3,163,966	$1,476,952	$9,849,280	$1,687,014
2020	$2,735,139	$1,354,048	$8,747,092	$1,381,091
2019	$2,526,078	$1,422,045	$6,778,383	$1,104,033
2018	$1,713,671	$1,306,852	$5,727,222	$406,819

IOWA OPERATING ENGINEERS APPRENTICESHIP AND TRAINING TRUST AGREEMENT