IUOE LOCAL 369 TRAINING FUND (EIN 474132247) - 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

2015

Legal Domicile

Principal Officer

JOHNNY D SMITH

Phone

9017547599

Tax Period

2023-01-01 to 2023-12-31

IUOE LOCAL 369 TRAINING FUND, founded in 2015, is a community nonprofit in the Employment sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $695K, a strong 69% operating margin.

Mission

TRAIN APPRENTICES IN THE SKILLS OF PERFORMING DUTIES AS AN OPERATING ENGINEER AND PROVIDE HIGHLY SKILLED, SAFE, AND PRODUCTIVE HEAVY EQUIPMENT OPERATORS AND STATIONARY/FACILITIES ENGINEERS TO THE CONSTRUCTION, PIPELINE, STATIONARY AND ENVIRONMENTAL INDUSTRIES.

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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 $981,560

Investment Income $24,810

Other Revenue $0

TOTAL REVENUE $1,006,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,084

Fundraising Expenses $0

Program Expenses $287,975

Other Expenses $127,080

TOTAL EXPENSES $311,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,006,370	$709,693	+0.4%
Expenses	$311,164	$276,813	+0.1%
Net Income	$695,206	$432,880	+0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNNY D SMITH	CHAIRMAN	1.00	Director	$0	$0	$0
SHERRI CRABTREE	UNION TRUSTE	1.00	Director	$0	$0	$0
KEITH HOPPER	EMPLOYER TRU	1.00	Director	$0	$0	$0
DWAYNE MARBURY	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$1,006,370	$311,164	$2,517,371	$695,206
2022	$709,693	$276,813	$1,805,050	$432,880
2021	$430,015	$285,949	$1,401,594	$144,066
2020	$388,969	$160,517	$1,261,367	$228,452
2019	$321,402	$86,958	$1,032,629	$234,444
2018	$301,803	$103,405	$798,053	$198,398

IUOE LOCAL 369 TRAINING FUND