INTERNATIONAL UNION OPERATING ENGIN LOCAL 147 JOINT APPRENTICESHIP (EIN 546062748) - 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

1968

Legal Domicile

Principal Officer

MATTHEW E BAKER

Phone

7578022477

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL UNION OPERATING ENGIN LOCAL 147-JOINT APPRENTICESHIP PROG, founded in 1968, is a small nonprofit that reported $746K in total revenue in fiscal year 2018. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $424K, a strong 57% operating margin.

Mission

EDUCATION OF OPERATING ENGINEERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $374,183

Program Service Revenue $1,716,562

Investment Income $70,055

Other Revenue $0

TOTAL REVENUE $2,160,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $570,897

Fundraising Expenses $0

Program Expenses $1,594,691

Other Expenses $1,023,794

TOTAL EXPENSES $1,594,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,160,800	$3,031,832	-0.3%
Expenses	$1,594,691	$1,073,633	+0.5%
Net Income	$566,109	$1,958,199	-0.7%

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

$101,920

Total Directors

$101,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW E BAKER	TRAINING DIR	40.00	Officer Director	$101,920	$0	$101,920
BLAIR CARLTON	SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN GARBARINO	TRUSTEE	2.00	Director	$0	$0	$0
BRADY HORNE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHRIS MACEY	TRUSTEE	2.00	Director	$0	$0	$0
JACK RICE	TRUSTEE	2.00	Director	$0	$0	$0
RAYMOND STATON	TRUSTEE	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	$2,160,800	$1,594,691	$4,266,570	$566,109
2024	$3,031,832	$1,073,633	$3,703,500	$1,958,199
2023	$1,114,603	$812,381	$1,741,776	$302,222
2022	$838,374	$807,452	$1,450,391	$30,922
2021	$485,845	$604,714	$1,410,790	$-118,869
2020	$618,118	$507,935	$1,531,106	$110,183
2019	$745,769	$322,261	$1,411,950	$423,508

INTERNATIONAL UNION OPERATING ENGIN LOCAL 147 JOINT APPRENTICESHIP