INT'L UNION OF OPERATING ENGINEERS LOCAL 627 TRAINING FUND OF OKLAHOMA (EIN 736105865) - 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

1965

Legal Domicile

Principal Officer

GARNER DOLLAR

Phone

4058487400

Tax Period

2024-09-01 to 2025-08-31

INT'L UNION OF OPERATING ENGINEERS LOCAL 627 TRAINING FUND OF OKLAHOMA, founded in 1965, is a small nonprofit in the Employment sector that reported $964K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $892K left a modest 7% surplus.

Mission

PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE OPERATING ENGINEER INDUSTRY.

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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 $0

Program Service Revenue $938,171

Investment Income $16,243

Other Revenue $9,283

TOTAL REVENUE $963,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $469,110

Fundraising Expenses $0

Program Expenses $802,860

Other Expenses $423,109

TOTAL EXPENSES $892,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$963,697	$692,232	+0.4%
Expenses	$892,219	$783,593	+0.1%
Net Income	$71,478	$-91,361	-1.8%

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

Total Directors

$159,596

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODY SUDIK	CHAIRMAN, MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN EVANS	SECRETARY, LABOR TRUSTEE	1.00	Director	$0	$0	$0
DAVE BENNETT	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL STARK	LABOR TRUSTEE	1.00	Director	$0	$0	$0
MATT THOMAS	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
GARNER DOLLAR	LABOR TRUSTEE	1.00	Director	$0	$0	$0
JEREMY LANE	TRAINING DIRECTOR	50.00	Director	$105,603	$53,993	$159,596

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	$963,697	$892,219	$2,691,413	$71,478
2024	$692,232	$783,593	$2,615,571	$-91,361
2023	$431,106	$682,609	$2,854,579	$-251,503
2022	$1,277,152	$603,279	$3,099,767	$673,873
2021	$440,692	$539,639	$2,473,693	$-98,947
2020	$536,353	$572,509	$2,654,888	$-36,156
2019	$572,100	$445,544	$2,658,507	$126,556

INT'L UNION OF OPERATING ENGINEERS LOCAL 627 TRAINING FUND OF OKLAHOMA