International Union UAW LOCAL 865

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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

1941

Legal Domicile

Principal Officer

Dain Luallen

Phone

3097555273

Tax Period

2025-01-01 to 2025-12-31

International Union UAW LOCAL 865, founded in 1941, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 36% operating deficit.

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 1078 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 $1,526,194

Investment Income $18,562

Other Revenue $38,944

TOTAL REVENUE $1,583,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $459,200

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,700,057

TOTAL EXPENSES $2,159,257

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,583,700	$2,166,055	-0.3%
Expenses	$2,159,257	$2,359,935	-0.1%
Net Income	$-575,557	$-193,880	+2.0%

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

$208,157

Total Directors

$16,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry E Cullison III	Financial Secretary	21.6	Officer	$69,751	$0	$69,751
Drew R Clevenger	Vice President	16.6	Officer	$56,285	$0	$56,285
Dain M Luallen	President	2.9	Officer	$21,148	$0	$21,148
Jeremy J Bettis	Guide	5	Officer	$16,178	$0	$16,178
Mathew R Riedell	SGT-AT-ARMS	4.3	Officer	$14,806	$0	$14,806
Joseph R Flynn	Recording Secretary	3.5	Officer	$8,248	$0	$8,248
Pamela Davidson	Trustee	3	Officer Director	$7,556	$0	$7,556
Julia A Brown	Trustee	2.1	Officer Director	$6,221	$0	$6,221
Andrew Mckinzie	Dana Shop Chairman	2.8	Officer	$3,878	$0	$3,878
Dion C Jones	Head Trustee	0	Officer Director	$2,447	$0	$2,447
Chad S Bern	Chairperson	0.3	Officer	$923	$0	$923
Robin Priest	Aramark	0	Officer	$560	$0	$560
Lakeeta Mickens	Compass Chairperson	0.1	Officer	$156	$0	$156
Marvell Porter	Retiree 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
2025	$1,583,700	$2,159,257	$630,564	$-575,557
2024	$2,166,055	$2,359,935	$1,206,120	$-193,880
2023	$2,801,279	$2,271,521	$1,399,777	$529,758
2022	$2,173,892	$2,336,260	$859,064	$-162,368
2021	$1,381,786	$1,294,257	$1,153,825	$87,529
2020	$1,033,539	$1,036,836	$1,064,961	$-3,297