IU OPERATING ENGINEERS & PIPE LINE CONTRACTORS ASSN LM COOP TRUST (EIN 516514128) - 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

1999

Legal Domicile

Principal Officer

JOHN L DOWNEY

Phone

2024299100

Tax Period

2024-04-01 to 2025-03-31

IU OPERATING ENGINEERS & PIPE LINE CONTRACTORS ASSN LM COOP TRUST, founded in 1999, is a community nonprofit in the Employment sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $663K, a strong 63% operating margin.

Mission

THE TRUST'S OBJECTIVE IS TO IMPROVE COMMUNICATIONS BETWEEN THE IUOE AND EMPLOYERS, AND TO FOCUS ON ISSUES AFFECTING OPERATING ENGINEERS AND THEIR EMPLOYERS.

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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 $1,046,513

Investment Income $7,783

Other Revenue $0

TOTAL REVENUE $1,054,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $391,098

TOTAL EXPENSES $391,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,054,296	$1,430,580	-0.3%
Expenses	$391,098	$489,438	-0.2%
Net Income	$663,198	$941,142	-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

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
JAMES T CALLAHAN	CO-CHAIRMAN	2.00	Director	$0	$0	$0
JIMMY CROTTS	CO-CHAIRMAN	2.00	Director	$0	$0	$0
ROBERT WILDS	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT BENDURE	TRUSTEE	2.00	Director	$0	$0	$0
PAUL MCCORMICK	TRUSTEE	2.00	Director	$0	$0	$0
JOHN L DOWNEY	CO-CHAIRMAN	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	$1,054,296	$391,098	$2,086,276	$663,198
2024	$1,430,580	$489,438	$1,403,848	$941,142
2023	$715,620	$498,858	$482,954	$216,762
2022	$811,308	$712,649	$262,681	$98,659
2021	$860,860	$864,359	$195,341	$-3,499
2020	$602,181	$865,201	$209,081	$-263,020
2019	$102,030	$780,648	$458,348	$-678,618
2018	$125,805	$764,359	$1,223,775	$-638,554

IU OPERATING ENGINEERS & PIPE LINE CONTRACTORS ASSN LM COOP TRUST