INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95 TRAINING FUND (EIN 251776233) - 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

1995

Legal Domicile

Principal Officer

JASON AMENTA

Phone

4124224702

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95 TRAINING FUND, founded in 1995, is a small nonprofit in the Education sector that reported $492K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $102K, a strong 21% operating margin.

Mission

TRAINING/EDUCATION FUND

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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 $12

Program Service Revenue $484,472

Investment Income $7,738

Other Revenue $0

TOTAL REVENUE $492,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,558

Fundraising Expenses $0

Program Expenses $296,500

Other Expenses $375,680

TOTAL EXPENSES $390,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$492,222	$424,537	+0.2%
Expenses	$390,238	$325,105	+0.2%
Net Income	$101,984	$99,432	+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

Total Directors

$147,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL LUISI	CHAIRMAN/DIRECTOR	36.00	Director	$0	$63,423	$147,215
JOHN D GREENWALD	CO-CHAIRMAN	1.00	Director	$0	$0	$0
JASON AMENTA	TREASURER	1.00	Director	$0	$0	$0
DAN FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
MARK DUFFY	TRUSTEE	1.00	Director	$0	$0	$0
DON COFFELT	TRUSTEE	1.00	Director	$0	$0	$0
MATT THURNER	TRUSTEE	1.00	Director	$0	$0	$0
TONY YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW SKIFF	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN GREENWALD	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	$492,222	$390,238	$605,788	$101,984
2022	$424,537	$325,105	$490,321	$99,432
2021	$376,623	$333,765	$394,388	$42,858
2020	$462,942	$319,680	$351,455	$143,262
2019	$387,800	$331,751	$239,192	$56,049
2018	$357,904	$391,657	$209,443	$-33,753

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95 TRAINING FUND