INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 147 (EIN 540325987) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

DAVID BRADY HORNE

Phone

7574614505

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 147, founded in 1942, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2018. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $900K, a strong 50% operating margin.

Mission

THE LOCAL UNION SUPPORTS APPROXIMATELY 1,100 MEMBERS IN THE GOAL OF ACHIEVING BETTER WORKING CONDITIONS, BENEFITS AND WAGES WITHIN THE INDUSTRY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,961,927

Investment Income $311,264

Other Revenue $-24,343

TOTAL REVENUE $2,248,848

Expense Breakdown

Grants Paid $392,197

Salaries & Benefits $1,031,188

Fundraising Expenses $0

Program Expenses $1,243,504

Other Expenses $464,010

TOTAL EXPENSES $1,887,395

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,248,848	$3,701,649	-0.4%
Expenses	$1,887,395	$2,158,493	-0.1%
Net Income	$361,453	$1,543,156	-0.8%

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

$683,571

Total Directors

$683,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRADY HORNE	VICE PRESIDE	40.00	Officer Director	$131,166	$56,363	$187,529
CHRISTOPHER MACEY	PRESIDENT	40.00	Officer Director	$111,910	$54,917	$166,827
MATTHEW BAKER	REC. SECRETA	1.00	Officer Director	$0	$0	$0
CHRIS WEBB	FINANCIAL SE	1.00	Officer Director	$111,910	$50,478	$162,388
RAYMOND STANTON JR	TREASURER	40.00	Officer Director	$111,910	$54,917	$166,827
JOHN JOSEPH JR	GUARD/CONDUC	1.00	Director	$0	$0	$0
SHANE ELEY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL POHL	TRUSTEE	1.00	Director	$0	$0	$0
AARON LEGUM	TRUSTEE/AUDI	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
2025	$2,248,848	$1,887,395	$7,419,962	$361,453
2024	$3,701,649	$2,158,493	$7,060,374	$1,543,156
2023	$2,398,203	$1,124,295	$5,521,180	$1,273,908
2022	$1,290,715	$1,080,251	$4,251,638	$210,464
2021	$1,621,348	$987,296	$4,037,772	$634,052
2020	$1,023,357	$1,008,734	$3,388,635	$14,623
2019	$1,677,121	$1,050,582	$3,396,533	$626,539
2018	$1,813,599	$913,708	$2,773,872	$899,891

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 147