INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 37 (EIN 520364296) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

MARK F MCQUAY

Phone

4102542030

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 37, founded in 1992, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 37% operating margin.

Mission

LABOR UNION ORGANIZED TO PROVIDE SUPPORT, EDUCATION, AND TRAINING TO MEMBERS AND TO IMPROVE WORKING CONDITIONS AND JOB OPPORTUNITIES IN THE STATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,825,154

Investment Income $363,888

Other Revenue $74,456

TOTAL REVENUE $3,263,498

Expense Breakdown

Grants Paid $37,030

Salaries & Benefits $1,177,324

Fundraising Expenses $0

Other Expenses $854,330

TOTAL EXPENSES $2,068,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,263,498	$2,876,927	+0.1%
Expenses	$2,068,684	$1,845,032	+0.1%
Net Income	$1,194,814	$1,031,895	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$896,412

Total Directors

$896,412

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT A HOLSEY JR	BUSINESS MANAGER/FINANCIAL (THROUGH 8/24)	40.00	Officer Director	$137,546	$23,857	$161,403
MARK F MCQUAY	BUSINESS MANAGER/FINANCIAL (STARTING 8/24)	40.00	Officer Director	$127,328	$66,363	$193,691
DANIEL S HUMBERTSON	PRESIDENT AND BUSINESS REPRESENTATIVE	40.00	Officer Director	$118,449	$65,112	$183,561
MICHAEL J MCKEW V	EXEC BOARD AND BUSINESS REPRESENTATIVE	40.00	Officer Director	$118,201	$65,112	$183,313
THOMAS M BOSCHI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL B FUNK	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE J ROHRMAN	EXEC BOARD	2.00	Officer Director	$0	$0	$0
JAMES E NUNLEY JR	EXEC BOARD	2.00	Officer Director	$0	$0	$0
PHILLIP E GROTHE	EXEC BOARD	2.00	Officer Director	$0	$0	$0
ROBERT J PUCCI	TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS JUDGE	EXEC BOARD	2.00	Officer Director	$0	$0	$0
TYLER KILBY	TRUSTEE AND BUSINESS REPRESENTATIVE	40.00	Officer Director	$109,074	$65,370	$174,444
STEPHEN VAN BOESSCHOTEN	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS COSTANZI	TRUSTEE	2.00	Director	$0	$0	$0
BRUCE J CLARK	EXEC BOARD	2.00	Director	$0	$0	$0
WALTER L WAGNER	AUDITOR	2.00	Director	$0	$0	$0
RAYMOND KEIL	AUDITOR	2.00	Director	$0	$0	$0
MICHAEL C WINES	CONDUCTOR	2.00	Director	$0	$0	$0
JASON R LEWIS	GUARD	2.00	Director	$0	$0	$0
ALAN HUBBARD	AUDITOR	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	$3,263,498	$2,068,684	$11,402,878	$1,194,814
2024	$2,876,927	$1,845,032	$10,187,311	$1,031,895
2023	$2,607,642	$1,767,159	$9,082,051	$840,483
2022	$2,308,556	$1,611,921	$8,179,949	$696,635
2021	$2,283,836	$1,730,066	$7,490,202	$553,770
2020	$2,464,471	$1,658,508	$6,890,430	$805,963
2019	$2,524,359	$1,672,530	$6,040,817	$851,829

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 37