OPERATING ENGINEERS LOCAL 520 A B C D (EIN 370347803) - 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

1950

Legal Domicile

Principal Officer

MARK JOHNSON

Phone

6189310500

Tax Period

2024-07-01 to 2025-06-30

OPERATING ENGINEERS LOCAL 520 A B C D, founded in 1950, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 27% operating margin.

Mission

LOCAL LABOR 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,379,907

Investment Income $219,159

Other Revenue $0

TOTAL REVENUE $4,599,066

Expense Breakdown

Grants Paid $164,015

Salaries & Benefits $2,160,208

Fundraising Expenses $0

Program Expenses $165,715

Other Expenses $1,042,597

TOTAL EXPENSES $3,368,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,599,066	$3,908,444	+0.2%
Expenses	$3,368,520	$3,089,914	+0.1%
Net Income	$1,230,546	$818,530	+0.5%

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

N/A

Independent Members

N/A

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

$1,017,863

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK JOHNSON	BUSINESS REP/BUSINESS MANA	40.00	Director	$140,377	$24,566	$164,943
CHAD GOLDSCHMIDT	BUSINESS REP/PRESIDENT	40.00	Director	$137,537	$24,069	$161,606
STEVE SMITH	BUSINESS REP/RECORDING SEC	40.00	Director	$57,849	$10,124	$67,973
DAVID K BROWN	BUSINESS REP/TREASURER	40.00	Director	$137,537	$24,069	$161,606
DONALD FERRARI	BUSINESS REP/VICE PRESIDENT	40.00	Director	$137,537	$24,069	$161,606
ROBERT SCHMIDT	BUSINESS REP/TRUSTEE	40.00	Director	$137,537	$24,069	$161,606
JEREMY SANDERS	BUSINESS REP/TRUSTEE	40.00	Director	$128,399	$10,124	$138,523

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	$4,599,066	$3,368,520	$6,600,719	$1,230,546
2024	$3,908,444	$3,089,914	$5,365,483	$818,530
2023	$3,296,528	$3,196,219	$4,550,868	$100,309
2022	$2,758,929	$2,743,611	$4,452,263	$15,318
2021	$2,922,534	$2,494,060	$4,433,999	$428,474
2020	$2,689,999	$2,526,787	$4,004,052	$163,212

OPERATING ENGINEERS LOCAL 520 A B C D