IUOE LOCAL 324 STATIONARY ENGINEERS APPRENTICESHIP AND EDUCATION FUND (EIN 237109957) - 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

1971

Legal Domicile

Principal Officer

DOUGLAS STOCKWELL

Phone

2484510324

Tax Period

2018-07-01 to 2019-06-30

IUOE LOCAL 324 STATIONARY ENGINEERS APPRENTICESHIP AND EDUCATION FUND, founded in 1971, is a small nonprofit that reported $345K in total revenue in fiscal year 2018. The organization ran a surplus of $105K, a strong 30% operating margin.

Mission

TO PROVIDE CONTINUING EDUCATION OPPORTUNITIES FOR APPRENTICES AND NEW AND EXPERIENCED OPERATING ENGINEERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $344,887

Investment Income $0

Other Revenue $433

TOTAL REVENUE $345,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,110

Fundraising Expenses $0

Other Expenses $227,544

TOTAL EXPENSES $240,654

Year-over-Year Comparison

	2018	2017	Change
Revenue	$345,320	$329,899	+0.0%
Expenses	$240,654	$246,855	0.0%
Net Income	$104,666	$83,044	+0.3%

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

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

$530,104

Total Directors

$1,074,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS STOCKWELL	CHAIRMAN	1.00	Officer Director	$0	$70,725	$219,835
JEFF MCCARTHY	TRUSTEE	1.00	Director	$0	$65,955	$160,204
JIM ARINI	CHAIRMAN - PART YEAR	1.00	Officer Director	$0	$65,955	$160,204
JOHN HEALY	TRUSTEE	1.00	Director	$0	$0	$0
KEN DOMBROW	TRUSTEE	1.00	Director	$0	$70,042	$196,016
SCOTT HART	ACTING ADMINSTRATOR	1.00	Officer Director	$0	$64,100	$150,065
THOMAS BARKER	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS SCOTT	TRUSTEE - PART YEAR	1.00	Director	$0	$71,303	$188,560

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
2019	$345,320	$240,654	$547,868	$104,666
2018	$329,899	$246,855	$437,205	$83,044

IUOE LOCAL 324 STATIONARY ENGINEERS APPRENTICESHIP AND EDUCATION FUND