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

1960

Legal Domicile

Principal Officer

CODY MONTGOMERY

Phone

4195229375

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers International, founded in 1960, is a small nonprofit that reported $231K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $222K left a modest 4% surplus.

Mission

The Mission Statement of the Organization Includes, but is not limited to, on Behalf of its Members Collective Bargaining, Grievance 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, related income and expenses are used to carry out these activites. 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $135,451

Investment Income $5,182

Other Revenue $90,341

TOTAL REVENUE $230,974

Expense Breakdown

Grants Paid $8,133

Salaries & Benefits $110,359

Fundraising Expenses $0

Other Expenses $103,100

TOTAL EXPENSES $221,592

Year-over-Year Comparison

	2025	2024	Change
Revenue	$230,974	$303,076	-0.2%
Expenses	$221,592	$310,179	-0.3%
Net Income	$9,382	$-7,103	-2.3%

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

$39,662

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURT YARGER	TREASURER	003.00	Officer	$16,058	$0	$16,058
JEFFREY DRAVENSTOTT	VICE PRESIDENT	003.00	Officer	$7,035	$0	$7,035
LEVI MONTGOMERY	FINANCIAL SECRETARY	005.00	Officer	$5,497	$0	$5,497
MARK HENDERSON	PRESIDENT	010.00	Officer	$3,731	$0	$3,731
MIKE GRETER	RECORDING SECRETARY	003.00	Officer	$3,644	$0	$3,644
MICHAEL RAY	TRUSTEE	001.00	Officer	$1,301	$0	$1,301
NICK SHIPLEY	GUARD	001.00	Officer	$792	$0	$792
BRIAN KELLER	TRUSTEE	001.00	Officer	$539	$0	$539
CRAIG THORNSBERRY	GUARD	001.00	Officer	$538	$0	$538
ERIC ODEN	TRUSTEE	001.00	Officer	$527	$0	$527

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	$230,974	$221,592	$419,384	$9,382
2024	$303,076	$310,179	$410,002	$-7,103
2023	$245,647	$252,277	$417,105	$-6,630
2022	$247,398	$218,857	$423,735	$28,541