International Union UAW LOCAL 2209

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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

Holli Murphy

Phone

2606722209

Tax Period

2024-01-01 to 2024-12-31

International Union UAW LOCAL 2209, founded in 1985, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2024.

Mission

Promote social and economic justice through collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its property and assets, delivery of benefits to represent members, fraternal and social activities and related activities which further the common interest of the membership.

Program Service Accomplishments

Program 1

Collective bargaining and representation for 6,208 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 $4,790,036

Investment Income $6,080

Other Revenue $94,204

TOTAL REVENUE $4,890,320

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $1,148,084

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,822,762

TOTAL EXPENSES $4,973,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,890,320	$4,789,379	+0.0%
Expenses	$4,973,846	$4,596,032	+0.1%
Net Income	$-83,526	$193,347	-1.4%

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

261

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

$351,094

Total Directors

$26,033

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy B Houston	RECORDING SECRETARY	28.6	Officer	$81,997	$0	$81,997
Shane B Davis	Financial Secretary	32.3	Officer	$81,750	$0	$81,750
Holli M Murphy	PRESIDENT	21.2	Officer	$67,971	$0	$67,971
James D Peters	VICE PRESIDENT	27.7	Officer	$63,078	$0	$63,078
Amanda J Meier	TRUSTEE	6.3	Officer Director	$14,207	$0	$14,207
Richard P Letourneau Jr	UNIT 1 CHAIRMAN	4.9	Officer	$12,241	$0	$12,241
DeAnna L Watson	Trustee	5	Officer Director	$11,826	$0	$11,826
Steve S Turner	UNIT 1 ZONE	2.9	Officer	$7,050	$0	$7,050
Michael J Kellogg Jr	UNIT 1 ZONE	1.5	Officer	$3,512	$0	$3,512
Joseph R Perry Jr	UNIT 1 ZONE	1.4	Officer	$3,487	$0	$3,487
Derrick E Mckibben	SERGEANT AT ARMS	1.2	Officer	$2,210	$0	$2,210
Savanna M Murcko	GUIDE	0.9	Officer	$1,765	$0	$1,765
David M Bartkowiak	TRUSTEE	0	Officer Director	$0	$0	$0
Diana R Bovie-Koomler	RETIREE CHAIRMAN	0	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	No data	No data	No data	No data
2024	$4,890,320	$4,973,846	$2,605,946	$-83,526
2023	$4,789,379	$4,596,032	$2,680,941	$193,347
2022	$4,447,871	$5,095,145	$2,598,511	$-647,274
2021	$4,352,557	$4,751,071	$3,070,850	$-398,514
2020	$3,568,985	$3,326,956	$3,370,931	$242,029
2019	$4,777,602	$4,278,129	$3,124,777	$499,473