International Union UAW Local 1963

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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

1994

Legal Domicile

Principal Officer

Michael T Fisher

Phone

7656436921

Tax Period

2023-01-01 to 2023-12-31

International Union UAW Local 1963, founded in 1994, is a small nonprofit that reported $119K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $502K represent 50 months of operating reserves.

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 77 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $70,017

Investment Income $7,632

Other Revenue $41,613

TOTAL REVENUE $119,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,637

Fundraising Expenses $0

Program Expenses $0

Other Expenses $109,202

TOTAL EXPENSES $118,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,262	$91,078	+0.3%
Expenses	$118,839	$126,081	-0.1%
Net Income	$423	$-35,003	-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

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

$8,836

Total Directors

$276

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Deanna Fisher	FINANCIAL SEC.	0	Officer	$7,600	$0	$7,600
Michael Fisher	PRESIDENT	0	Officer	$960	$0	$960
Brenda Pulliam	TRUSTEE	0.2	Officer Director	$138	$0	$138
Christina White	TRUSTEE	0.2	Officer Director	$138	$0	$138
Marcia Birge	TRUSTEE	0	Officer Director	$0	$0	$0
Carla Sue Castor	GUIDE	0	Officer	$0	$0	$0
Beth A Griner	City Bargaining Ch.	0	Officer	$0	$0	$0
Kim A Land	Recording Secretary	0	Officer	$0	$0	$0
Robert Miles	SERGEANT AT ARMS	0	Officer	$0	$0	$0
Lisa K Osselaer	Vice President	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
2023	$119,262	$118,839	$507,440	$423
2022	$91,078	$126,081	$506,591	$-35,003
2021	$67,658	$70,641	$542,094	$-2,983
2020	$111,830	$99,894	$544,912	$11,936