INTERNAT'L UNION OPERATING ENGINEER LOCAL 825 SCHOLARSHIP FUND (EIN 462987896) - 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

JOHN WOOD

Phone

9736716900

Tax Period

2024-07-01 to 2025-06-30

INTERNAT'L UNION OPERATING ENGINEER LOCAL 825 SCHOLARSHIP FUND, founded in 2011, is a small nonprofit in the Education sector that reported $296K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $175K, a strong 59% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR CHILDREN OF IUOE LOCAL 825 MEMBERS.

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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 $229,134

Program Service Revenue $0

Investment Income $94,054

Other Revenue $-27,153

TOTAL REVENUE $296,035

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,732

Other Expenses $20,724

TOTAL EXPENSES $120,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,035	$250,925	+0.2%
Expenses	$120,724	$118,323	+0.0%
Net Income	$175,311	$132,602	+0.3%

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

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

$1,253,296

Total Directors

$404,301

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG LALEVEE	TRUSTEE	1.00	Officer Director	$0	$79,540	$396,501
JOHN WOOD	PRESIDENT	1.00	Officer	$0	$71,207	$288,785
JOHN LOCRASTO JR	TREASURER	1.00	Officer	$0	$70,436	$284,407
CHRISTOPHER LALEVEE	RECORDING SE	1.00	Officer	$0	$70,883	$283,603
WILLIAM VACCARO	TRUSTEE	1.00	Director	$0	$0	$3,750
SHANA GRACE	TRUSTEE	1.00	Director	$0	$0	$1,575
LAWRENCE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$1,425
MARK RICHARDELLA	TRUSTEE	1.00	Director	$0	$0	$1,050

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	$296,035	$120,724	$3,463,660	$175,311
2024	No data	No data	No data	No data
2023	$399,674	$118,508	$2,788,288	$281,166
2022	$63,410	$107,520	$2,597,706	$-44,110
2021	$281,895	$124,694	$2,877,440	$157,201
2020	$190,547	$111,253	$2,403,237	$79,294
2019	$252,496	$108,650	$2,283,727	$143,846
2018	$222,013	$107,992	$2,111,640	$114,021

INTERNAT'L UNION OPERATING ENGINEER LOCAL 825 SCHOLARSHIP FUND