UNITED STEELWORKERS LOCAL 4-364 (EIN 720571572) - 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

Phone

3183221886

Tax Period

2023-01-01 to 2023-12-31

UNITED STEELWORKERS LOCAL 4-364 is a small nonprofit that reported $225K in total revenue in fiscal year 2023. The organization ran a surplus of $42K, a strong 19% operating margin.

Mission

LABOR UNION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $224,605

Investment Income $877

Other Revenue $0

TOTAL REVENUE $225,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,508

Fundraising Expenses $0

Other Expenses $51,782

TOTAL EXPENSES $183,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,482	$214,140	+0.1%
Expenses	$183,290	$225,084	-0.2%
Net Income	$42,192	$-10,944	-4.9%

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

N/A

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

$120,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE JOHNSON	President	40.00	Officer	$98,131	$0	$98,131
ERNIE HECKFORD	RECORDING SEC	0.00	Officer	$8,841	$0	$8,841
AL HAMBY	EXECUTIVE VP	10.00	Officer	$3,548	$0	$3,548
RANDY PHILLIPS	FINANCIAL SEC	5.00	Officer	$3,177	$0	$3,177
DWAYNE HOOD	AREA I VP	0.00	Officer	$2,727	$0	$2,727
PERRY ROSE	AREA II VP	0.00	Officer	$2,597	$0	$2,597
HUBERT BOUGHTON	AREA III VP	0.00	Officer	$1,647	$0	$1,647
MICHAEL COOLMAN	Treasurer	0.00	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
2023	$225,482	$183,290	$223,033	$42,192
2022	$214,140	$225,084	$180,623	$-10,944
2021	$214,298	$242,237	$194,898	$-27,939
2020	$241,888	$185,445	$220,207	$56,443
2019	$228,348	$193,826	$164,092	$34,522
2018	$219,466	$210,343	$129,429	$9,123

UNITED STEELWORKERS LOCAL 4-364