INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 99-9A-99C (EIN 530088600) - 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

1902

Legal Domicile

Principal Officer

DONALD HAVARD

Phone

2023370099

Tax Period

2024-10-01 to 2025-09-30

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 99-9A-99C, founded in 1902, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. Expenses of $4.2M left a modest 10% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO ELEVATE THE TRADE OF OPERATING ENGINEERS IN ALL INDUSTRIAL ACTIVITIES, AND TO ASSIST ITS MEMBERS IN SECURING AND STABILIZING EMPLOYMENT.

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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 $245,635

Program Service Revenue $4,293,118

Investment Income $147,975

Other Revenue $17,225

TOTAL REVENUE $4,703,953

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $2,916,916

Fundraising Expenses $0

Other Expenses $1,268,100

TOTAL EXPENSES $4,239,866

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,703,953	$4,577,517	+0.0%
Expenses	$4,239,866	$4,194,215	+0.0%
Net Income	$464,087	$383,302	+0.2%

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

$1,395,896

Total Directors

$925,066

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD HAVARD	BUSINESS MANAGER/TRUSTEE	40.00	Officer Director	$261,858	$62,235	$324,093
FRANK BARILE	PRESIDENT/TRUSTEE/ABM	40.00	Officer Director	$207,803	$57,978	$265,781
MARK BRANDT	EXECUTIVE BOARD (P)	40.00	Director	$148,226	$57,077	$205,303
CALVIN HAVARD	EXECUTIVE BOARD/AUDITOR/BUS REP	1.00	Director	$70,000	$44,438	$114,438
FRANK BROWN	VICE PRESIDENT/TRUSTEE	2.00	Officer Director	$15,451	$0	$15,451
STEVEN GRAHAM	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DWAYNE HENDERSON	AUDITOR/EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DAVIN LEWIS	AUDITOR/EXECUTIVE BOARD	1.00	Director	$0	$0	$0
IAN MOULDEN	EXECUTIVE BOARD/AUDITOR	1.00	Director	$0	$0	$0
STEVEN RUPPERT	FINANCIAL SECRETARY/BUSINESS REP	40.00	Officer	$182,229	$46,795	$229,024
RAYMOND STACK	RECORDING SECRETARY/BUS REP	40.00	Officer	$163,661	$57,978	$221,639
RYAN MARTZ	TREASURER/BUSINESS REP	40.00	Officer	$163,661	$20,336	$183,997
KEITH GRAHAM	GUARD/ORGANIZER	40.00	Officer	$115,775	$40,136	$155,911
JOHN HEMMER	AUDITOR/CONDUCTOR/EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
DAWN GREEN	ACCOUNTS MANAGER	40.00	Highest	$144,332	$53,654	$197,986
EAMON CLIFFORD	LEAD ORGANIZER	40.00	Highest	$115,775	$37,414	$153,189

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	$4,703,953	$4,239,866	$5,395,891	$464,087
2024	$4,577,517	$4,194,215	$4,841,008	$383,302
2023	$3,756,768	$3,601,467	$4,302,370	$155,301
2022	$3,081,938	$3,269,013	$4,153,723	$-187,075
2021	$2,962,188	$3,204,190	$4,336,733	$-242,002
2020	$3,105,984	$3,129,798	$4,583,780	$-23,814
2019	$6,740,951	$3,223,580	$4,626,454	$3,517,371
2018	$2,850,365	$2,891,103	$2,767,579	$-40,738

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 99-9A-99C