Operating Engineers Local 66 Benefit Fund (EIN 251468610) - 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

1983

Legal Domicile

Principal Officer

M Scott Anderson

Phone

4129689750

Tax Period

2024-01-01 to 2024-12-31

Operating Engineers Local 66 Benefit Fund, founded in 1983, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $612K, a strong 52% operating margin.

Mission

PAY UNEMPLOYMENT BENEFITS

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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 $323,866

Investment Income $847,608

Other Revenue $0

TOTAL REVENUE $1,171,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $99,391

TOTAL EXPENSES $559,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,171,474	$1,070,052	+0.1%
Expenses	$559,391	$709,667	-0.2%
Net Income	$612,083	$360,385	+0.7%

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
THOMAS C MELISKO JR	EMPLOYEE TRUSTEE	1.00	Director	$0	$0	$0
JESSE DIRENNA	EMPLOYEE TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS MOSITES	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ALI MILLS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SHAWN BERTIAUX	EMPLOYEE TRUSTEE	1.00	Director	$0	$0	$0
CHARLES WISNIEWSKI	EMPLOYER 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	$1,171,474	$559,391	$26,842,989	$612,083
2023	$1,070,052	$709,667	$25,257,409	$360,385
2022	$606,375	$1,137,639	$23,422,731	$-531,264
2021	$1,136,632	$476,691	$27,167,705	$659,941
2020	$1,129,252	$409,635	$26,188,135	$719,617

Operating Engineers Local 66 Benefit Fund