United Steelworkers International

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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

1949

Legal Domicile

Principal Officer

Jonathan Hertzog

Phone

7242898885

Tax Period

2024-01-01 to 2024-12-31

United Steelworkers International, founded in 1949, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Expenses of $181K left a modest 11% surplus.

Mission

The Mission Statement of the Organization Include, but is not limited to on Behalf of its Members Collective Bargaining, Greivance Procedures, Arbitration, Strike Benefits, Education, and to Improve the Working Conditions of its members

Program Service Accomplishments

Program 1

The Local Union Continues in an Ongoing Effort to Defend and Enforce the Negotiated Collective Bargaining Agreement for our Members Wages, Benefits, and Working Conditions.The Members dues and...

The Local Union Continues in an Ongoing Effort to Defend and Enforce the Negotiated Collective Bargaining Agreement for our Members Wages, Benefits, and Working Conditions.The Members dues and Related Income and Expenses are Used to Carry out these Activities. The Local Union is Continually Striving to Maintain or Accomplish Improvements for our 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $185,885

Investment Income $13,227

Other Revenue $5,290

TOTAL REVENUE $204,402

Expense Breakdown

Grants Paid $2,174

Salaries & Benefits $15,306

Fundraising Expenses $0

Other Expenses $163,471

TOTAL EXPENSES $180,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,402	N/A	N/A
Expenses	$180,951	N/A	N/A
Net Income	$23,451	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

$9,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe Miller	President	005.00	Officer	$1,800	$0	$1,800
Dave Cline	VP	003.00	Officer	$1,500	$0	$1,500
Mike Hite	RS	005.00	Officer	$1,500	$0	$1,500
Jon Hertzog	FS	015.00	Officer	$1,500	$0	$1,500
Mike Koehler	Treasurer	005.00	Officer	$1,500	$0	$1,500
John Hershberger	Trustee	002.00	Officer	$445	$0	$445
Jason Royer	Trustee	002.00	Officer	$340	$0	$340
Bill Sankey	Trustee	002.00	Officer	$195	$0	$195
Mark Geary	Guard	002.00	Officer	$135	$0	$135
Erik Harr	Guard	002.00	Officer	$135	$0	$135

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	No data	No data	No data	No data
2024	$204,402	$180,951	$405,621	$23,451