STEELWORKERS ORGANIZATION FOR ACTI… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

JULIE STEIN

Phone

4125622575

Tax Period

2023-01-01 to 2023-12-31

STEELWORKERS ORGANIZATION FOR ACTIVE RETIREES, founded in 1985, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $271K exceeded revenue, resulting in a 67% operating deficit.

Mission

TO ADDRESS THE SOCIAL, ECONOMIC, LEGISLATIVE AND POLITICAL DEVELOPMENTS, AND OTHER CONCERNS OF RETIRED USW MEMBERS AND THEIR FAMILIES, THE USW, AND THE LABOR MOVEMENT IN GENERAL.

Program Service Accomplishments

Program 1

TO ADDRESS THE SOCIAL, ECONOMIC, LEGISLATIVE AND POLITICAL DEVELOPMENTS, AND OTHER CONCERNS OF RETIRED USW MEMBERS AND THEIR FAMILIES, THE USW, AND THE LABOR MOVEMENT IN GENERAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $141,694

Investment Income $20,435

Other Revenue $0

TOTAL REVENUE $162,129

Expense Breakdown

Grants Paid $34,480

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $236,343

TOTAL EXPENSES $270,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,129	$197,916	-0.2%
Expenses	$270,823	$196,299	+0.4%
Net Income	$-108,694	$1,617	-68.2%

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

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J PIENTA	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUG MACPHERSON	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
KENNETH SCOTT MARSHALL	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
DENISE EDWARDS	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
CL CONNIE ENTREKIN	EMERITUS MEMBER	1.00	Director	$0	$0	$0
DANIEL MCNEIL	EMERITUS MEMBER (EXITED 07/23)	1.00	Director	$0	$0	$0
CHARLIE AVERILL	EMERITUS MEMBER	1.00	Director	$0	$0	$0
WILLIAM GIBBONS	EMERITUS MEMBER	1.00	Director	$0	$0	$0
GERARD MCMURRAN	EMERITUS MEMBER	1.00	Director	$0	$0	$0
RONALD WARDRUP	BOARD MEMBER D1	1.00	Director	$0	$0	$0
BEN MEDERNACH	BOARD MEMBER D3	1.00	Director	$0	$0	$0
AL POLK	BOARD MEMBER D4	1.00	Director	$0	$0	$0
LAWRENCE MCBREARTY	BOARD MEMBER D5	1.00	Director	$0	$0	$0
LENA SUTTON	BOARD MEMBER D6	1.00	Director	$0	$0	$0
DORINE GODINEZ	BOARD MEMBER D7	1.00	Director	$0	$0	$0
RONALD WATSON	BOARD MEMBER D8	1.00	Director	$0	$0	$0
CLAUDE KARR	BOARD MEMBER D9	1.00	Director	$0	$0	$0
DAVID MCLIMANS	BOARD MEMBER D10	1.00	Director	$0	$0	$0
BONNIE CAREY	BOARD MEMBER D11	1.00	Director	$0	$0	$0
JOEL BUCHANAN	BOARD MEMBER D12	1.00	Director	$0	$0	$0
RUBEN GARZA	BOARD MEMBER D13	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$162,129	$270,823	$951,623	$-108,694
2022	$197,916	$196,299	$1,025,299	$1,617
2021	$205,427	$113,175	$1,018,629	$92,252
2020	$240,035	$96,224	$940,236	$143,811
2019	$217,440	$169,101	$764,554	$48,339
2018	$212,758	$150,903	$776,527	$61,855

STEELWORKERS ORGANIZATION FOR ACTIVE RETIREES