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

1937

Legal Domicile

Principal Officer

ROBERT LOOSE

Phone

4142369957

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers International, founded in 1937, is a small nonprofit that reported $248K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $65K, a strong 26% operating margin.

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 $226,335

Investment Income $20,552

Other Revenue $1,284

TOTAL REVENUE $248,171

Expense Breakdown

Grants Paid $250

Salaries & Benefits $129,754

Fundraising Expenses $0

Other Expenses $52,968

TOTAL EXPENSES $182,972

Year-over-Year Comparison

	2025	2024	Change
Revenue	$248,171	$269,005	-0.1%
Expenses	$182,972	$268,080	-0.3%
Net Income	$65,199	$925	+69.5%

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

$77,974

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT LOOSE	TREASURER	003.00	Officer	$22,964	$0	$22,964
ANDREW WORBY	PRESIDENT	010.00	Officer	$15,412	$0	$15,412
ASHLEY COOK	VICE PRESIDENT	003.00	Officer	$11,393	$0	$11,393
THOMAS GILLIS	TRUSTEE	001.00	Officer	$8,011	$0	$8,011
AMY CERAR	GUIDE	001.00	Officer	$5,775	$0	$5,775
ERIN SPENGLER	RECORDING SECRETARY	003.00	Officer	$5,261	$0	$5,261
LEE PALLAN	TRUSTEE	001.00	Officer	$3,521	$0	$3,521
STEPHEN HARRIS	GUARD	001.00	Officer	$3,003	$0	$3,003
ERIC JERDEE	TRUSTEE	001.00	Officer	$2,634	$0	$2,634

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	$248,171	$182,972	$824,426	$65,199
2024	$269,005	$268,080	$759,227	$925
2023	$270,040	$268,826	$758,302	$1,214
2022	$268,686	$204,564	$746,088	$64,122
2021	$256,992	$170,801	$681,968	$86,191
2020	$192,193	$191,970	$595,777	$223