UNITED STEELWORKERS 13-1327

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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

2005

Legal Domicile

Principal Officer

PETE SCHWARTZ

Phone

8708983322

Tax Period

2024-01-01 to 2024-12-31

UNITED STEELWORKERS 13-1327, founded in 2005, is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Net assets of $507K represent 31 months of operating reserves.

Mission

The mission statment of the organization includes but is not limited to on behalf of its members collective bargaining, grievance procedures, arbitration, strike benefits, education and to improving 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 $160,625

Investment Income $12,868

Other Revenue $22,924

TOTAL REVENUE $196,417

Expense Breakdown

Grants Paid $3,600

Salaries & Benefits $90,552

Fundraising Expenses $0

Other Expenses $106,664

TOTAL EXPENSES $200,816

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,417	$188,159	+0.0%
Expenses	$200,816	$244,207	-0.2%
Net Income	$-4,399	$-56,048	-0.9%

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

$67,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BEARD	PRESIDENT	005.00	Officer	$19,324	$0	$19,324
CHARLES SWILLEY	VICE PRESIDENT	001.00	Officer	$9,269	$0	$9,269
TONY BEARD	GUARD	001.00	Officer	$9,181	$0	$9,181
PRISCILLIA JOHNSON	RECORDING SECRETARY	001.00	Officer	$9,048	$0	$9,048
LORA BURRIS	FINANCIAL SECRETARY	003.00	Officer	$7,906	$0	$7,906
PETE SCHWARTZ	TREASURER	001.00	Officer	$7,476	$0	$7,476
TRAVIS LILE	TRUSTEE	001.00	Officer	$3,326	$0	$3,326
DAVID SHUMAKE	TRUSTEE	001.00	Officer	$1,595	$0	$1,595

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	$196,417	$200,816	$506,706	$-4,399
2023	$188,159	$244,207	$511,105	$-56,048
2022	$149,899	$186,102	$567,153	$-36,203
2021	$151,274	$114,127	$603,356	$37,147
2020	$124,128	$77,484	$566,209	$46,644