United Steelworkers Local 12-9241 (EIN 251620379) - 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

1982

Legal Domicile

Principal Officer

Jeri M Romero-Felician

Phone

3609796648

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local 12-9241, founded in 1982, is a small nonprofit that reported $120K in total revenue in fiscal year 2025. Net assets of $821K represent 82 months of operating reserves.

Mission

LABOR 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 $103,169

Investment Income $16,644

Other Revenue $423

TOTAL REVENUE $120,236

Expense Breakdown

Grants Paid $880

Salaries & Benefits $52,864

Fundraising Expenses $0

Other Expenses $66,196

TOTAL EXPENSES $119,940

Year-over-Year Comparison

	2025	2024	Change
Revenue	$120,236	$124,148	0.0%
Expenses	$119,940	$106,232	+0.1%
Net Income	$296	$17,916	-1.0%

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

$36,843

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeri M Romero	Financial Secretary	020.00	Officer	$11,726	$0	$11,726
Bradley Gibson	Vice President	020.00	Officer	$7,301	$0	$7,301
Tony Backett	President	020.00	Officer	$6,695	$0	$6,695
Dylan R Talbert	Recording Secretary	003.00	Officer	$2,858	$0	$2,858
Wayne Ah Chan	Grievance Chair	001.00	Officer	$2,010	$0	$2,010
Andrea N Nalley	Trustee	001.00	Officer	$2,004	$0	$2,004
Martin Wagen	Treasurer	020.00	Officer	$1,964	$0	$1,964
Jonathan A Long	Unit Chair	010.00	Officer	$1,800	$0	$1,800
Daniel A Baca	Trustee	001.00	Officer	$322	$0	$322
Nicole Pan	Trustee	001.00	Officer	$163	$0	$163
Richardson B Kalvin	Guard	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
2025	$120,236	$119,940	$821,365	$296
2024	$124,148	$106,232	$821,069	$17,916
2023	$120,067	$79,322	$803,153	$40,745
2022	$107,802	$57,172	$762,408	$50,630
2021	$113,477	$86,172	$711,778	$27,305
2020	$97,990	$46,056	$684,473	$51,934

United Steelworkers Local 12-9241