OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND (EIN 237258099) - 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

1972

Legal Domicile

Principal Officer

CAROL A WILSON

Phone

6144880708

Tax Period

2024-08-01 to 2025-07-31

OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND, founded in 1972, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 9% surplus.

Mission

TO PROVIDE SCHOLARSHIP PROGRAMS, SAFETY, AND ASSISTANCE PROGRAMS TO QUALIFIED MEMBERS AND DEPENDENTS.

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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 $1,620,006

Investment Income $21,904

Other Revenue $0

TOTAL REVENUE $1,641,910

Expense Breakdown

Grants Paid $1,267,893

Salaries & Benefits $135,562

Fundraising Expenses $0

Program Expenses $1,426,386

Other Expenses $85,732

TOTAL EXPENSES $1,489,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,641,910	$1,492,988	+0.1%
Expenses	$1,489,187	$1,423,477	+0.0%
Net Income	$152,723	$69,511	+1.2%

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

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

$351,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON D BAKER	CHAIRMAN	1.00	Director	$0	$0	$0
DAVID G CONIGLIO	VICE CHAIRMAN	1.00	Director	$0	$0	$0
DAN EDWARDS	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L HUGHES	ASSISTANT SECRETARY	1.00	Director	$0	$0	$0
CHRIS KUNZ	TRUSTEE	1.00	Director	$0	$0	$0
BRENT A MCCARTY	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
CAROL A WILSON	ADMINISTRATOR	2.00	Officer	$0	$17,186	$208,918
STACEY BARKER	ASSISTANT ADMINISTRATOR	1.00	Officer	$0	$11,012	$142,794

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	$1,641,910	$1,489,187	$2,890,473	$152,723
2024	$1,492,988	$1,423,477	$2,675,696	$69,511
2023	$1,363,030	$1,343,899	$2,526,360	$19,131
2022	$1,269,340	$1,362,497	$2,471,579	$-93,157
2021	$1,177,530	$1,135,323	$2,513,496	$42,207
2020	$1,354,683	$1,307,516	$2,481,032	$47,167
2019	$1,747,216	$1,310,212	$2,412,350	$437,004

OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND