UTILITY WORKERS UNION OF AMERICA AFL-CIO (EIN 381734764) - 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

1955

Legal Domicile

Principal Officer

Michael A VanWert

Phone

9896717929

Tax Period

2024-01-01 to 2024-12-31

UTILITY WORKERS UNION OF AMERICA AFL-CIO, founded in 1955, is a small nonprofit that reported $184K in total revenue in fiscal year 2024.

Mission

We are a Labor Organization representing 319 Members who are employed by Consumers Energy.

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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 $164,763

Investment Income $3,466

Other Revenue $15,394

TOTAL REVENUE $183,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,114

Fundraising Expenses $0

Program Expenses $12,268

Other Expenses $85,660

TOTAL EXPENSES $182,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,623	$175,145	+0.0%
Expenses	$182,774	$183,879	0.0%
Net Income	$849	$-8,734	-1.1%

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

$45,613

Total Directors

$5,785

Key Employees

$21,799

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Carlson	Office Manager	14	Key Emp	$21,794	$5	$21,799
Joseph Duvall	President	40	Officer	$9,135	$3,597	$12,732
Michael VanWert	Financial Secretary	14	Officer	$11,273	$629	$11,902
Joseph Ramirez	Vice President	5	Officer	$7,609	$437	$8,046
Michael Clever	Sergeant-At-Arms	5	Officer	$6,616	$313	$6,929
Chad Houghteling	Recording Secretary	5	Officer	$5,691	$313	$6,004
Joshua Schreiner	Trustee	3	Director	$2,012	$0	$2,012
Karen Johnson	Trustee	3	Director	$1,893	$0	$1,893
Joshua Vinson	Trustee	3	Director	$1,662	$30	$1,692
Jacob Betzer	Steward	1	Director	$100	$0	$100
James Faughnan	Steward	1	Director	$88	$0	$88

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
2024	$183,623	$182,774	$185,870	$849
2023	$175,145	$183,879	$185,021	$-8,734
2022	$167,265	$170,775	$193,755	$-3,510
2021	$138,462	$141,615	$197,265	$-3,153
2020	$147,099	$136,228	$200,418	$10,871

UTILITY WORKERS UNION OF AMERICA AFL-CIO