UNITED STEELWORKERS LOCAL 39-U (EIN 430549984) - 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

1939

Legal Domicile

Principal Officer

JACOB DALTON

Phone

3144361455

Tax Period

2024-01-01 to 2024-12-31

UNITED STEELWORKERS LOCAL 39-U, founded in 1939, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

THE MISSION STATEMENT OF THE ORGANIZATION INCLUDES BUT IS NOT LIMITED TO, ON BEHALF OF IT'S MEMBERS COLLECTIVE BARGAINING, GRIEVANCE PROCEDURES, ARBITRATION, STRIKE BENEFITS, EDUCATION, ORGANIZE 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 (2024)

Revenue Breakdown

Contributions & Grants $233,073

Program Service Revenue $0

Investment Income $1,147

Other Revenue $843

TOTAL REVENUE $235,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,390

Fundraising Expenses $0

Other Expenses $26,519

TOTAL EXPENSES $255,680

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,063	$249,793	-0.1%
Expenses	$255,680	$252,927	+0.0%
Net Income	$-20,617	$-3,134	+5.6%

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

$20,478

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB DALTON	BUSINESS MGR/PRESIDENT	2.00	Officer	$11,286	$240	$11,526
RAY SCHULTE	VICE PRES/FINANCE SECRETARY	2.00	Officer	$0	$240	$240
ALEXANDER LEHMANN	PRESIDENT/VICE PRESIDENT	2.00	Officer	$8,382	$90	$8,472
LINDA SMITH	GUIDE	2.00	Officer	$0	$240	$240
COLT HOSKINS	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
JERRY STRICKLAN	FINANCIAL SECRETARY	2.00	Officer	$0	$0	$0
DALE NORDIN	TREASURER	2.00	Officer	$0	$0	$0
BILL WANDLING	GUARD	2.00	Officer	$0	$0	$0
TUCKER KIMBRO	TRUSTEE	2.00	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
2024	$235,063	$255,680	$64,437	$-20,617
2023	$249,793	$252,927	$84,852	$-3,134
2022	$188,020	$184,330	$88,011	$3,690
2021	$147,957	$141,231	$84,301	$6,726
2020	$135,831	$136,413	$75,815	$-582
2019	$202,190	$208,542	$81,211	$-6,352

UNITED STEELWORKERS LOCAL 39-U