OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN

EIN: 314446857

COLUMBUS, OH

Total Revenue
$194,359,282
Total Expenses
$176,414,642
Total Assets
$190,163,054
Net Assets
$185,308,475
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
OH
Principal Officer
CAROL A WILSON
Phone
6144880708
Tax Period
2024-08-01 to 2025-07-31

OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN, founded in 1960, is a major nonprofit that reported $194.4M in total revenue in fiscal year 2024. Expenses of $176.4M left a modest 9% surplus.

Mission

THE OHIO OPERATING ENGINEERS HEALTH AND WELFARE PLAN PROVIDES (CONTINUED ON SCHEDULE O)HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 31,605 QUALIFIED MEMBERS AND DEPENDENTS AS OF 7/31/2025.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $186,899,189
Investment Income $7,166,781
Other Revenue $293,312
TOTAL REVENUE $194,359,282

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,387,136
Fundraising Expenses $0
Program Expenses $176,414,642
Other Expenses $1,560,759
TOTAL EXPENSES $176,414,642

Year-over-Year Comparison

2024 2023 Change
Revenue $194,359,282 $182,253,498 +0.1%
Expenses $176,414,642 $182,201,607 0.0%
Net Income $17,944,640 $51,891 +344.8%
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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Governance

Voting Members
12
Independent Members
12
Employees
28
Volunteers
12

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
2
$351,712
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL R BERTOLONE TRUSTEE 1.00
Director
$0 $0 $0
THOMAS P BYERS TRUSTEE 1.00
Director
$0 $0 $0
DAVID G CONIGLIO SECRETARY 1.00
Director
$0 $0 $0
JEN DIGERONIMO TRUSTEE 1.00
Director
$0 $0 $0
JERID J DONLEY VICE CHAIRMAN 1.00
Director
$0 $0 $0
DANIEL F EDWARDS ASSISTANT SECRETARY 1.00
Director
$0 $0 $0
BRIAN GEFFE TRUSTEE 1.00
Director
$0 $0 $0
ROBERT L HUGHES CHAIRMAN 1.00
Director
$0 $0 $0
CHRIS KUNZ TRUSTEE 1.00
Director
$0 $0 $0
BRENT A MCCARTY TRUSTEE 1.00
Director
$0 $0 $0
BRADLEY D MILLER TRUSTEE 1.00
Director
$0 $0 $0
THOMAS J PEREVOSNIK TRUSTEE 1.00
Director
$0 $0 $0
CAROL A WILSON FISCAL ADMINISTRATOR 40.00
Officer
$191,732 $17,186 $208,918
STACEY BARKER ASSISTANT ADMINISTRATOR 40.00
Officer
$131,782 $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 $194,359,282 $176,414,642 $190,163,054 $17,944,640
2024 $182,253,498 $182,201,607 $165,286,840 $51,891
2023 $167,826,925 $168,830,469 $158,960,678 $-1,003,544
2022 $163,802,367 $164,017,492 $155,313,573 $-215,125
2021 $150,552,605 $159,941,050 $172,756,325 $-9,388,445
2020 $152,821,007 $160,864,609 $171,421,417 $-8,043,602
2019 $165,168,742 $145,178,298 $172,779,917 $19,990,444
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