INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND (EIN 237134462) - 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

JAMES T CALLAHAN

Phone

4108841440

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND, founded in 1971, is a mid-sized nonprofit that reported $63.5M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.9M, a strong 31% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF THE EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $47,495,845

Investment Income $15,965,077

Other Revenue $0

TOTAL REVENUE $63,460,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,077,207

TOTAL EXPENSES $43,597,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,460,922	$41,771,362	+0.5%
Expenses	$43,597,015	$36,116,046	+0.2%
Net Income	$19,863,907	$5,655,316	+2.5%

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

N/A

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
JAMES CALLAHAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT WILDS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BENDURE	TRUSTEE	1.00	Director	$0	$0	$0
JIMMMY L CROTTS	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN ABEL	TRUSTEE	1.00	Director	$0	$0	$0
CASEY JOYCE	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$63,460,922	$43,597,015	$418,716,364	$19,863,907
2022	$41,771,362	$36,116,046	$368,230,239	$5,655,316
2021	$63,563,737	$47,894,091	$421,537,439	$15,669,646
2020	$52,625,047	$44,553,638	$392,790,899	$8,071,409
2019	$65,071,987	$51,901,187	$364,911,152	$13,170,800
2018	$93,667,483	$49,582,535	$328,045,549	$44,084,948

INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND