United Steelworkers Local 01016 (EIN 251055626) - 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

Robert Bartel

Phone

7248135341

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local 01016, founded in 1943, is a small nonprofit that reported $280K in total revenue in fiscal year 2025. Expenses of $264K left a modest 6% surplus.

Mission

Local Union Enforced the Collective Bargaining Agreement to Better the Working Conditions of the Local Union and 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $274,238

Investment Income $331

Other Revenue $5,063

TOTAL REVENUE $279,632

Expense Breakdown

Grants Paid $850

Salaries & Benefits $225,249

Fundraising Expenses $0

Other Expenses $37,926

TOTAL EXPENSES $264,025

Year-over-Year Comparison

	2025	2024	Change
Revenue	$279,632	$258,994	+0.1%
Expenses	$264,025	$272,932	0.0%
Net Income	$15,607	$-13,938	-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

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

$87,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colton Smith	President	010.00	Officer	$28,313	$0	$28,313
Robert Bartel	Financial Secretary	010.00	Officer	$16,607	$0	$16,607
Rodney Mollard	Trustee	002.00	Officer	$12,522	$0	$12,522
Timothy Clark	Treasurer	005.00	Officer	$10,838	$0	$10,838
Bradley Morris	Recording Secretary	005.00	Officer	$10,662	$0	$10,662
Austin Groenendaal	Trustee	002.00	Officer	$5,225	$0	$5,225
Shawn Mishata	Trustee	002.00	Officer	$3,545	$0	$3,545

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	$279,632	$264,025	$261,775	$15,607
2024	$258,994	$272,932	$246,168	$-13,938
2023	$202,954	$212,855	$260,106	$-9,901
2022	$222,442	$225,907	$270,007	$-3,465
2021	$1,060,811	$1,316,782	$273,758	$-255,971
2020	$1,427,139	$1,157,645	$529,729	$269,494

United Steelworkers Local 01016