United Steelworkers Local 2936 (EIN 042043019) - 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

1943

Legal Domicile

Principal Officer

Raul Roman

Phone

5088322630

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local 2936, founded in 1943, is a small nonprofit that reported $151K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $657K represent 52 months of operating reserves.

Mission

The mission statement of the organization includes but is not limited to on behalf of its members collective bargaining grievance pro

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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 (2025)

Revenue Breakdown

Contributions & Grants $126,748

Program Service Revenue $0

Investment Income $88

Other Revenue $24,355

TOTAL REVENUE $151,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,281

Fundraising Expenses $0

Program Expenses $158,484

Other Expenses $83,203

TOTAL EXPENSES $158,484

Year-over-Year Comparison

	2025	2024	Change
Revenue	$151,191	$134,468	+0.1%
Expenses	$158,484	$127,806	+0.2%
Net Income	$-7,293	$6,662	-2.1%

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

851

Independent Members

N/A

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

$38,779

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP C LINCOLN	President	10.00	Officer	$12,826	$0	$12,826
TODD DUPUIS	Treasurer	10.00	Officer	$10,236	$0	$10,236
ROBERT GRAHAM	Recording Secretary	10.00	Officer	$5,762	$0	$5,762
KENNETH W MORGERA	Financial Secratary	10.00	Officer	$5,559	$0	$5,559
RAUL ROMAN	Vise President	5.00	Officer	$2,373	$0	$2,373
JOE ESCABI	Trustee	1.00	Officer	$1,098	$0	$1,098
STEPHEN LAPLANTE	TrusteeVice President	1.00	Officer	$925	$0	$925

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	$151,191	$158,484	$657,449	$-7,293
2024	$134,468	$127,806	$664,742	$6,662
2023	$96,849	$111,643	$658,080	$-14,794
2022	$97,690	$119,814	$672,873	$-22,124
2020	$110,608	$94,489	$685,466	$16,119

United Steelworkers Local 2936