INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 917 (EIN 620247381) - 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

1933

Legal Domicile

Principal Officer

DAVID RHEA

Phone

8656752000

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 917, founded in 1933, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Expenses of $1.5M left a modest 13% surplus.

Mission

OPERATING ENGINEERS LOCAL UNION 917

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,432,483

Investment Income $98,684

Other Revenue $176,908

TOTAL REVENUE $1,708,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $649,621

Fundraising Expenses $0

Program Expenses $495,452

Other Expenses $600,148

TOTAL EXPENSES $1,490,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,708,075	$1,761,665	0.0%
Expenses	$1,490,533	$1,427,999	+0.0%
Net Income	$217,542	$333,666	-0.3%

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

N/A

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

$554,948

Total Directors

$660,721

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RHEA	PRES./ BUS. MGR	60.00	Officer Director Highest	$183,681	$46,592	$230,273
DUSTIN COLE	TREASURER	60.00	Officer Director	$116,580	$44,000	$160,580
JOHN HIGGINS	CONDUCTOR	1.00	Director	$85,131	$0	$85,131
KEVIN MATHIS	EXECUTIVE BOARD	1.00	Director	$5,082	$0	$5,082
JOHN TAYLOR	VICE PRES / FINANCIAL SEC	60.00	Officer Director	$120,124	$43,971	$164,095
BOBBY HAWKINS	EXECUTIVE BOARD	1.00	Director	$5,239	$0	$5,239
DUSTIN HALL	EXECUTIVE BOARD	1.00	Director	$5,082	$0	$5,082
JOHN WOODY	EXECUTIVE BOARD	1.00	Director	$5,239	$0	$5,239

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	No data	No data	No data	No data
2024	$1,708,075	$1,490,533	$3,362,419	$217,542
2023	$1,761,665	$1,427,999	$3,144,877	$333,666
2022	$1,705,062	$1,400,296	$2,811,211	$304,766
2021	$1,565,929	$1,293,936	$2,506,445	$271,993
2020	$1,739,110	$1,229,341	$2,234,452	$509,769
2019	$1,160,594	$1,071,131	$952,272	$89,463

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 917