MIDWEST OPERATING ENGINEERS CONSTRUCTION INDUSTRY & SERVICE TRUST FUND (EIN 364041715) - 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

Phone

7084828800

Tax Period

2024-06-01 to 2025-05-31

MIDWEST OPERATING ENGINEERS CONSTRUCTION INDUSTRY & SERVICE TRUST FUND, founded in 1995, is a mid-sized nonprofit that reported $20.1M in total revenue in fiscal year 2024.

Mission

TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN AND TO EXPAND THE MARKET FOR 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 $19,746,443

Investment Income $109,984

Other Revenue $228,677

TOTAL REVENUE $20,085,104

Expense Breakdown

Grants Paid $14,418,298

Salaries & Benefits $4,067,314

Fundraising Expenses $0

Other Expenses $1,031,004

TOTAL EXPENSES $19,516,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,085,104	$19,516,759	+0.0%
Expenses	$19,516,616	$20,579,780	-0.1%
Net Income	$568,488	$-1,063,021	-1.5%

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

Key Employees

$440,877

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHALL DOUGLAS	CHAIRMAN	1.00	Director	$0	$0	$0
JEFFREY HORNE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SNELTEN	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
JAMES M SWEENEY	TRUSTEE	1.00	Director	$0	$0	$0
ED KOCSIS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FAGAN	TRUSTEE	1.00	Officer 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	1.00	Director	$0	$0	$0
MARC R POULOS	EXECUTIVE DIREC	30.00	Key Emp	$333,677	$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	$20,085,104	$19,516,616	$9,663,952	$568,488
2024	$19,516,759	$20,579,780	$8,771,625	$-1,063,021
2023	$18,073,235	$20,596,376	$9,617,853	$-2,523,141
2022	$17,769,884	$17,624,161	$12,085,029	$145,723
2021	$16,173,920	$14,414,822	$11,519,889	$1,759,098
2020	$15,471,763	$13,352,574	$9,016,572	$2,119,189
2019	$13,857,164	$12,784,584	$6,876,698	$1,072,580
2018	$11,623,809	$11,348,419	$5,754,261	$275,390

MIDWEST OPERATING ENGINEERS CONSTRUCTION INDUSTRY & SERVICE TRUST FUND