United Steelworkers Local Union 08228 (EIN 237359458) - 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

1970

Legal Domicile

Principal Officer

Jose A Lopez

Phone

7322874011

Tax Period

2022-01-01 to 2022-12-31

United Steelworkers Local Union 08228, founded in 1970, is a small nonprofit that reported $175K in total revenue in fiscal year 2022. Expenses of $166K left a modest 5% surplus.

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $174,528

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,528

Expense Breakdown

Grants Paid $380

Salaries & Benefits $104,126

Fundraising Expenses $0

Other Expenses $61,803

TOTAL EXPENSES $166,309

Year-over-Year Comparison

	2022	2021	Change
Revenue	$174,528	$170,927	+0.0%
Expenses	$166,309	$165,901	+0.0%
Net Income	$8,219	$5,026	+0.6%

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

$12,532

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arnajelum Raju	Recording Sec	002.00	Officer	$6,619	$0	$6,619
Jose Lopez	Financial Sec	002.00	Officer	$2,900	$0	$2,900
Daniel Ramos	President	002.00	Officer	$1,776	$0	$1,776
Victor Teran	Trustee	001.00	Officer	$696	$0	$696
Japersau Sewdat	Guide	001.00	Officer	$541	$0	$541
Loui Martinez	Vice President	001.00	Officer	$0	$0	$0
Ellis Easton	Trustee	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
2022	$174,528	$166,309	$89,432	$8,219
2021	$170,927	$165,901	$81,213	$5,026
2020	$189,345	$145,053	$76,187	$44,292

United Steelworkers Local Union 08228