UNITED STEEL WORKERS INTERNATIONAL (EIN 391018244) - 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

1940

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

UNITED STEEL WORKERS INTERNATIONAL, founded in 1940, is a small nonprofit that reported $178K in total revenue in fiscal year 2021. Expenses of $162K left a modest 9% surplus.

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, ORGANIZING AND TO IMPROVE THE WORKING CONDITIONS OF ITS 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 (2021)

Revenue Breakdown

Contributions & Grants $177,306

Program Service Revenue $0

Investment Income $168

Other Revenue $479

TOTAL REVENUE $177,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,832

Fundraising Expenses $0

Program Expenses $162,394

Other Expenses $42,562

TOTAL EXPENSES $162,394

Year-over-Year Comparison

	2021	2020	Change
Revenue	$177,953	$184,286	0.0%
Expenses	$162,394	$258,622	-0.4%
Net Income	$15,559	$-74,336	-1.2%

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

$65,483

Total Directors

$3,005

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA M SCHOTT	PRESIDENT	10.00	Officer	$18,505	$0	$18,505
JEROME J FREASE	VP-CONVERTING	5.00	Officer	$13,547	$0	$13,547
MICHAEL W TAKALA	VP-PROCESS	5.00	Officer	$12,802	$0	$12,802
KATHERINE KANACK	TREASURER	5.00	Officer	$7,553	$0	$7,553
JOHN STALFORT	FINANCIAL SECRETARY	5.00	Officer	$7,024	$0	$7,024
JESSICA SCHIESSL	RECORDING SECRETARY	5.00	Officer	$4,074	$0	$4,074
KAREN TREMEL	RECORDING SECRETARY	5.00	Officer	$1,978	$0	$1,978
SCOTT M LADE	TRUSTEE	1.00	Director	$1,327	$0	$1,327
LANA A SIDLAUSKAS	TRUSTEE	1.00	Director	$1,266	$0	$1,266
KEVIN J JOHNSON	TRUSTEE	1.00	Director	$412	$0	$412
MARY A KUCZYNSKI	FINANCIAL SECRETARY	1.00	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	No data	No data	No data	No data
2021	$177,953	$162,394	$501,228	$15,559
2020	$180,537	$174,088	$485,602	$6,449
2019	$184,286	$258,622	$479,153	$-74,336

UNITED STEEL WORKERS INTERNATIONAL