International Union UAW Local 3036

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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

2002

Legal Domicile

Principal Officer

JOANNA POTTER

Phone

6628123553

Tax Period

2025-01-01 to 2025-12-31

International Union UAW Local 3036, founded in 2002, is a small nonprofit that reported $224K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 11% surplus.

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 143 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 $210,539

Investment Income $0

Other Revenue $13,553

TOTAL REVENUE $224,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,569

Fundraising Expenses $0

Program Expenses $0

Other Expenses $170,069

TOTAL EXPENSES $198,638

Year-over-Year Comparison

	2025	2024	Change
Revenue	$224,092	$177,227	+0.3%
Expenses	$198,638	$172,102	+0.2%
Net Income	$25,454	$5,125	+4.0%

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

$24,064

Total Directors

$5,437

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer M Collins	Financial Secretary	5.1	Officer	$10,433	$0	$10,433
Jo Ann Potter	President	2	Officer	$3,946	$0	$3,946
Ervin K Thompson	Chairman	1.5	Officer	$2,988	$0	$2,988
Audrey N Suggs	Trustee	1.4	Officer Director	$2,706	$0	$2,706
Keturah S Wright	TRUSTEE	0.8	Officer Director	$1,579	$0	$1,579
Jared S Williams	Vice President	0.6	Officer	$1,260	$0	$1,260
Delisa I Sanders	Trustee	0.6	Officer Director	$1,152	$0	$1,152
Derrick Barr	ELECTION COMM. CHAIR	0	Officer	$0	$0	$0
Willie D Green	Sgt at Arms	0	Officer	$0	$0	$0
Venesha L Hughes	Trustee	0	Officer Director	$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	$224,092	$198,638	$127,822	$25,454