INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 20 (EIN 310330256) - 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

1930

Legal Domicile

Principal Officer

RICHARD GERREIN

Phone

5137511671

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 20, founded in 1930, is a small nonprofit that reported $702K in total revenue in fiscal year 2025.

Mission

TO PROMOTE THE ACTIVITIES OF THE UNION

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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 (2025)

Revenue Breakdown

Contributions & Grants $603,337

Program Service Revenue $47,396

Investment Income $37,825

Other Revenue $13,446

TOTAL REVENUE $702,004

Expense Breakdown

Grants Paid $7,400

Salaries & Benefits $389,635

Fundraising Expenses $0

Other Expenses $288,824

TOTAL EXPENSES $685,859

Year-over-Year Comparison

	2025	2024	Change
Revenue	$702,004	$679,158	+0.0%
Expenses	$685,859	$633,302	+0.1%
Net Income	$16,145	$45,856	-0.6%

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

$216,188

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONSTANCE HOGANS	PRESIDENT	2.00	Officer	$1,805	$0	$1,805
ELIZABETH KRUER	RECORDING SECRETARY	24.00	Officer	$26,041	$0	$26,041
JACOB KIRBY	TREASURER	1.00	Officer	$1,140	$0	$1,140
CHAD MERZ	VICE PRESIDENT	1.00	Officer	$1,140	$0	$1,140
RYAN BOWER	DISTRIC 2 REP	1.00	Officer	$948	$0	$948
RICHARD GERREIN	BUSINESS MANAGER	40.00	Officer	$146,722	$0	$146,722
RICHARD MCLAUGHLIN	DISTRICT 1 REP	1.00	Officer	$948	$0	$948
THOMAS W FIELDS	RECORDING SECRETARY	1.00	Officer	$1,140	$0	$1,140
GARY CHRONIC	DISTRICT 3 REP	4.00	Officer	$5,105	$0	$5,105
ALEXANDER BROWN	FINANCIAL SECRETARY	1.00	Officer	$26,526	$0	$26,526
DONNIE ADAMS	TRUSTEE	1.00	Officer	$1,044	$0	$1,044
CHRIS ALLEN	TRUSTEE	1.00	Officer	$1,140	$0	$1,140
JEFF CONNOR	AUDITOR	1.00	Officer	$1,058	$0	$1,058
AUSTIN REVELEE	AUDITOR	1.00	Officer	$673	$0	$673
ADAM ROHLFER	AUDITOR	1.00	Officer	$758	$0	$758

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	$702,004	$685,859	$457,053	$16,145
2024	$679,158	$633,302	$440,908	$45,856
2023	$591,958	$577,384	$395,052	$14,574
2022	$481,792	$549,803	$380,478	$-68,011
2021	$547,948	$483,553	$448,489	$64,395
2020	$476,363	$447,812	$384,093	$28,551
2019	$485,380	$438,987	$355,542	$46,393
2018	$382,072	$389,011	$323,126	$-6,939

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 20