I U O E LOCAL 14-14B LABOR MANAGEMENT COOPERATION TRUST FUND (EIN 352573997) - 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

2016

Legal Domicile

Principal Officer

EDWIN L CHRISTIAN

Phone

7189391489

Tax Period

2024-07-01 to 2025-06-30

I U O E LOCAL 14-14B LABOR MANAGEMENT COOPERATION TRUST FUND, founded in 2016, is a small nonprofit in the Employment sector that reported $686K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $427K, a strong 62% operating margin.

Mission

THE PURPOSE OF THE LOCAL 14 LMCTF IS TO, AMONG OTHER THINGS, IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT; PROVIDE OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS; PROMOTE THE USE OF SAFE, EFFICIENT AND HIGH QUALITY CONSTRUCTION EQUIPMENT IN DEVELOPMENT, MAINTENANCE AND REHABILITATION OF INDUSTRIAL AND COMMERCIAL FACILITIES; AND FOSTER DEVELOPMENT OF CRAFT SKILLS AND HIGH QUALITY TRAINING IN THE CONSTRUCTION INDUSTRY.

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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 $596,047

Investment Income $90,221

Other Revenue $0

TOTAL REVENUE $686,268

Expense Breakdown

Grants Paid $215,693

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,799

TOTAL EXPENSES $259,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,268	$588,652	+0.2%
Expenses	$259,492	$330,953	-0.2%
Net Income	$426,776	$257,699	+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

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

$363,743

Total Directors

$375,008

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS GORDON	UNION TRUSTEE	0.50	Director	$0	$96,800	$375,008
MARLENE MONTERROSO	FUND ADMIN.	0.80	Officer	$0	$94,802	$363,743
KENNETH KLEMENS	UNION TRUSTEE - THRU 3/25	0.50	Director	$0	$0	$0
JOHN CRONIN	UNION TRUSTEE	0.50	Director	$0	$0	$0
EDWIN L CHRISTIAN	UNION TRUSTEE	0.50	Director	$0	$0	$0
HUGH MANLEY	UNION TRUSTEE - EFF 3/25	0.50	Director	$0	$0	$0
JOHN F O'HARE	EMPLYR TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL SALGO	EMPLYR TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM TYSON	EMPLYR TRUSTEE	0.50	Director	$0	$0	$0
TREEF BEVEL	EMPLYR TRUSTEE	0.50	Director	$0	$0	$0
EDWARD M CHRISTIAN	ALT UNION TRUSTEE - EFF 3/25	1.00	Director	$0	$0	$0
ROBERT WESSELS	ALT EMPLOYER TRUSTEE - EFF 12/24	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
2025	$686,268	$259,492	$2,883,748	$426,776
2024	$588,652	$330,953	$2,512,710	$257,699
2023	$571,596	$270,407	$2,242,790	$301,189
2022	$509,297	$328,625	$1,959,193	$180,672
2021	$593,790	$337,581	$1,776,695	$256,209
2020	$607,851	$230,957	$1,517,173	$376,894
2019	$715,195	$386,262	$1,117,248	$328,933
2018	$741,015	$294,818	$764,458	$446,197

I U O E LOCAL 14-14B LABOR MANAGEMENT COOPERATION TRUST FUND