LOCAL 825 LABOR MANAGEMENT FUND (EIN 452828933) - 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

2011

Legal Domicile

Principal Officer

MARK LONGO

Phone

9736716900

Tax Period

2024-07-01 to 2025-06-30

LOCAL 825 LABOR MANAGEMENT FUND, founded in 2011, is a mid-sized nonprofit in the Employment sector that reported $17.7M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $16.2M left a modest 8% surplus.

Mission

LABOR MANAGEMENT TRUST ASSISTING OPERATING ENGINEERS LOCAL 825 AND ITS SIGNATORY CONTRACTORS IN SECURING BUILDING PROJECTS, CREATING JOBS, PROMOTING THE BENEFITS OF UNION LABOR AND MAINTAINING A CREDENTIALED WORKFORCE.

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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 $17,491,487

Investment Income $221,104

Other Revenue $0

TOTAL REVENUE $17,712,591

Expense Breakdown

Grants Paid $10,040,842

Salaries & Benefits $1,413,677

Fundraising Expenses $0

Other Expenses $3,845,929

TOTAL EXPENSES $16,210,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,712,591	$14,656,455	+0.2%
Expenses	$16,210,882	$15,897,845	+0.0%
Net Income	$1,501,709	$-1,241,390	-2.2%

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

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

$625,582

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK LONGO	DIRECTOR	40.00	Officer	$258,674	$74,702	$333,376
KATE GIBBS	DEPUTY DIREC	40.00	Officer	$220,623	$71,583	$292,206
MICHAEL MAKARSKI	EXTERNAL AFF	40.00	Highest	$207,744	$70,213	$277,957
DANIEL ORTEGA	COMMUNITY AF	40.00	Highest	$153,846	$64,955	$218,801
GINA SULLIVAN	BUSINESS DEV	40.00	Highest	$137,228	$63,394	$200,622
JOHN COONEY	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW DIPALMA	TRUSTEE	2.00	Director	$0	$0	$0
JACK KOCSIS JR	TRUSTEE	2.00	Director	$0	$0	$0
JACOB KOCSIS	TRUSTEE	2.00	Director	$0	$0	$0
GREG LALEVEE	TRUSTEE	2.00	Director	$0	$0	$0
DAVID RIBLE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN WOOD	TRUSTEE	2.00	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	$17,712,591	$16,210,882	$9,644,666	$1,501,709
2024	No data	No data	No data	No data
2023	$14,258,856	$17,082,046	$8,445,085	$-2,823,190
2022	$13,220,020	$13,193,742	$9,324,898	$26,278
2021	$10,504,925	$10,680,540	$8,752,256	$-175,615
2020	$11,586,981	$10,498,371	$6,737,370	$1,088,610
2019	$8,838,549	$8,560,718	$5,188,812	$277,831

LOCAL 825 LABOR MANAGEMENT FUND