United Steelworkers

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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

1978

Legal Domicile

Principal Officer

Martha C Mendoza

Phone

9098236755

Tax Period

2024-01-01 to 2024-12-31

United Steelworkers, founded in 1978, is a small nonprofit that reported $439K in total revenue in fiscal year 2024.

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, ORGANIZE, 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 ACTIVITIES, 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $405,588

Investment Income $9,833

Other Revenue $23,236

TOTAL REVENUE $438,657

Expense Breakdown

Grants Paid $25,481

Salaries & Benefits $134,760

Fundraising Expenses $0

Other Expenses $317,663

TOTAL EXPENSES $477,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$438,657	$460,719	0.0%
Expenses	$477,904	$411,583	+0.2%
Net Income	$-39,247	$49,136	-1.8%

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

$45,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dawn Dooley	President	040.00	Officer	$12,113	$0	$12,113
Richard M Romo	Vice President	005.00	Officer	$6,840	$0	$6,840
Rosemarie Tibbels	Treasurer	005.00	Officer	$6,311	$0	$6,311
Martha Mendoza	Financial Secretary	005.00	Officer	$6,311	$0	$6,311
Virginia Rodriguez	Recording Secretary	005.00	Officer	$4,319	$0	$4,319
Michalle Stephen	Guide	005.00	Officer	$2,244	$0	$2,244
Trisha M Garcia	Trustee	005.00	Officer	$1,972	$0	$1,972
Carlos Garcia	Trustee	005.00	Officer	$1,972	$0	$1,972
Lydia S Wibert	Trustee	005.00	Officer	$1,763	$0	$1,763
Robert De Jonge	Guard	005.00	Officer	$1,058	$0	$1,058
Jacob Chavez	Guard	005.00	Officer	$1,058	$0	$1,058

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	$438,657	$477,904	$341,918	$-39,247
2023	$460,719	$411,583	$331,165	$49,136
2022	$415,843	$445,101	$282,029	$-29,258
2021	$398,223	$345,547	$311,287	$52,676
2020	$341,612	$255,629	$258,579	$85,983