INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 49 (EIN 410329340) - 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

1938

Legal Domicile

Principal Officer

RYAN DAVIES

Phone

6127889441

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 49, founded in 1938, is a mid-sized nonprofit that reported $23.0M in total revenue in fiscal year 2023. The organization ran a surplus of $3.5M, a strong 15% operating margin.

Mission

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,647,455

Investment Income $834,598

Other Revenue $497,769

TOTAL REVENUE $22,979,822

Expense Breakdown

Grants Paid $218,506

Salaries & Benefits $11,120,641

Fundraising Expenses $0

Other Expenses $7,755,421

TOTAL EXPENSES $19,479,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,979,822	$21,613,276	+0.1%
Expenses	$19,479,951	$18,732,983	+0.0%
Net Income	$3,499,871	$2,880,293	+0.2%

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

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

$1,979,645

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON GEORGE	BUSINESS MANAGER/FINANCIAL	55.00	Officer	$197,649	$68,329	$265,978
CLAYTON JOHNSON	PRESIDENT - BUSINESS AGENT - PAST	55.00	Officer	$152,826	$26,402	$179,228
EUGENE GROVER	PRESIDENT - BUSINESS AGENT	55.00	Officer	$148,260	$69,793	$218,053
RYAN DAVIES	VICE PRESIDENT - BUSINESS	55.00	Officer	$155,999	$67,211	$223,210
STEVE PIPER	RECORD - CORRESPOND SECRET	55.00	Officer	$171,020	$67,937	$238,957
MARV HOSE	TREASURER - BUSINESS AGENT	55.00	Officer	$155,445	$68,672	$224,117
FERLIN MILLER	TRUSTEE - AUDITOR - BUSINE	55.00	Officer	$133,917	$68,038	$201,955
MARK DOBLE	TRUSTEE - AUDITOR	1.00	Officer	$0	$0	$0
DEREK ASROUCH	TRUSTEE - AUDITOR	1.00	Officer	$0	$0	$0
CORY BERGERSON	CONDUCTOR - BUSINESS AGENT	55.00	Officer	$142,290	$68,281	$210,571
YORK MAGEE	GUARD - BUSINESS AGENT	55.00	Officer	$149,790	$67,786	$217,576
CHRISTOPHER CHANTRY	ATTORNEY - LEGAL	55.00	Highest	$162,263	$67,786	$230,049
DANIEL MANICK	BUSINESS AGENT	55.00	Highest	$152,790	$67,786	$220,576
JOHN POLLARD	BUSINESS AGENT	55.00	Highest	$148,491	$67,786	$216,277
MARK POTHEN	BUSINESS AGENT	55.00	Highest	$146,472	$67,786	$214,258
JENNIFER WINKELAAR	DIRECTOR OF WORKFORCE AND COMMUNITY OUTREACH	55.00	Highest	$148,491	$67,786	$216,277

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	No data	No data	No data	No data
2024	$22,979,822	$19,479,951	$29,672,754	$3,499,871
2023	$21,613,276	$18,732,983	$26,947,587	$2,880,293
2022	$20,752,936	$19,214,538	$24,562,358	$1,538,398
2021	$19,911,007	$16,644,055	$22,978,159	$3,266,952
2020	$19,166,516	$15,321,883	$20,024,350	$3,844,633
2019	$17,184,443	$15,026,030	$16,214,018	$2,158,413
2018	$15,796,873	$15,422,350	$14,159,763	$374,523

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 49