United Steelworkers Local Union 4 (EIN 030225594) - 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

1997

Legal Domicile

Principal Officer

Sherry Chase

Phone

8022490326

Tax Period

2021-01-01 to 2021-12-31

United Steelworkers Local Union 4, founded in 1997, is a small nonprofit that reported $213K in total revenue in fiscal year 2021. The organization ran a surplus of $110K, a strong 52% operating margin.

Mission

Local Union enforced the collective bargaining agreement to better the working conditions of the Local Union provide representation to its members.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $101,856

Investment Income $107,795

Other Revenue $3,042

TOTAL REVENUE $212,693

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $74,403

Fundraising Expenses $0

Other Expenses $27,465

TOTAL EXPENSES $102,868

Year-over-Year Comparison

	2021	2020	Change
Revenue	$212,693	N/A	N/A
Expenses	$102,868	N/A	N/A
Net Income	$109,825	N/A	N/A

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

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

$63,530

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Raymond Bettis	President	040.00	Officer	$62,805	$0	$62,805
Lee Bonamico	Fin Sec	010.00	Officer	$500	$0	$500
Sherry Chase	Treasurer	010.00	Officer	$225	$0	$225
Randy Savard	Trustee	001.00	Officer	$0	$0	$0
Steven Carroll	Vice - President	005.00	Officer	$0	$0	$0
Tim Celley	Trustee	001.00	Officer	$0	$0	$0
Charles Beede	Guard	001.00	Officer	$0	$0	$0
Kelly Roberts	Guide	001.00	Officer	$0	$0	$0
Jordon Osmer	Rec Sec	002.00	Officer	$0	$0	$0
Scott Williams	Trustee	001.00	Officer	$0	$0	$0
LLewellyn Thurber	Guard	001.00	Officer	$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
2021	$212,693	$102,868	$166,199	$109,825

United Steelworkers Local Union 4