UNITED STEELWORKERS 13-1327 (EIN 716066864) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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, founded in 2000, is a small nonprofit that reported $124K in total revenue in fiscal year 2020. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 38% operating margin.

Mission

Local Union enforced the collective bargaining agreement to better the working conditions of the Local Union and provide representation to its members.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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

UNITED STEELWORKERS 13-1327