OPERATING ENGINEERS LOCAL 137 LABOR MANAGEMENT COOPERATIVE TRUST

EIN: 826654758 Employment

BRIARCLIFF MANOR, NY

Total Revenue
$705,837
Total Expenses
$986,687
Total Assets
$1,320,066
Net Assets
$1,223,249
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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
2017
Legal Domicile
NY
Principal Officer
ALBERT WASSELL
Phone
9147621268
Tax Period
2024-01-01 to 2024-12-31

OPERATING ENGINEERS LOCAL 137 LABOR MANAGEMENT COOPERATIVE TRUST, founded in 2017, is a small nonprofit in the Employment sector that reported $706K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $987K exceeded revenue, resulting in a 40% operating deficit.

Mission

THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $694,396
Investment Income $11,441
Other Revenue $0
TOTAL REVENUE $705,837

Expense Breakdown

Grants Paid $863,709
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $122,978
TOTAL EXPENSES $986,687

Year-over-Year Comparison

2024 2023 Change
Revenue $705,837 $788,203 -0.1%
Expenses $986,687 $669,004 +0.5%
Net Income $-280,850 $119,199 -3.4%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
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
$257,322
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALBERT WASSELL FUND MANAGER 4.00
Officer
$0 $103,068 $257,322
JEFFREY LOUGHLIN UNION TRUSTEE 0.00
Director
$0 $0 $0
JAMES SASSO UNION TRUSTEE 0.00
Director
$0 $0 $0
MICHAEL MILLER UNION TRUSTEE 0.00
Director
$0 $0 $0
JOHN COONEY EMP TRUSTEE 0.00
Director
$0 $0 $0
RICHARD LOMBARDI EMP TRUSTEE 0.00
Director
$0 $0 $0
MARK FANTE EMP TRUSTEE 0.00
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
2024 $705,837 $986,687 $1,320,066 $-280,850
2023 $788,203 $669,004 $1,609,610 $119,199
2022 $640,746 $862,510 $1,467,318 $-221,764
2021 $736,516 $817,767 $1,683,750 $-81,251
2020 $698,160 $619,838 $1,830,970 $78,322
2019 $771,661 $82,265 $1,621,843 $689,396
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