IUOE LOCAL 150 SCHOLARSHIP FUND (EIN 264268741) - 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

2009

Legal Domicile

Phone

8152543332

Tax Period

2024-06-01 to 2025-05-31

IUOE LOCAL 150 SCHOLARSHIP FUND, founded in 2009, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $286K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $326K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS TO CHILDREN OF MEMBERS OF INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150.

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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 $190,310

Program Service Revenue $0

Investment Income $66,845

Other Revenue $29,041

TOTAL REVENUE $286,196

Expense Breakdown

Grants Paid $283,131

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,131

Other Expenses $42,664

TOTAL EXPENSES $325,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,196	$609,009	-0.5%
Expenses	$325,795	$286,400	+0.1%
Net Income	$-39,599	$322,609	-1.1%

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

$440,877

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHALL DOUGLAS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M SWEENEY	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY HORNE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FAGAN	CHAIRMAN	1.00	Director	$0	$0	$0
DAVID SNELTEN	SECRETARY	1.00	Director	$0	$0	$0
ED KOCSIS	TRUSTEE	1.00	Director	$0	$0	$0
DAN AUSSEM	TRUSTEE	1.00	Director	$0	$0	$0
DEB TOPPERT	TRUSTEE	1.00	Director	$0	$0	$0
MIKE KRESGE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC ENGLEKING	TRUSTEE	0.00	Director	$0	$0	$0
MARC POULOS	EXECUTIVE DIRECTOR	1.00	Key Emp	$0	$107,200	$440,877

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	$286,196	$325,795	$3,338,362	$-39,599
2024	$609,009	$286,400	$3,121,254	$322,609
2023	$198,575	$270,284	$2,504,356	$-71,709
2022	$313,000	$301,044	$2,604,589	$11,956
2021	$350,534	$434,906	$2,731,136	$-84,372
2020	$318,795	$331,971	$2,154,283	$-13,176
2018	$322,981	$93,279	$1,640,617	$229,702

IUOE LOCAL 150 SCHOLARSHIP FUND