International Union UAW LOCAL 952 (EIN 730738909) - 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

Formation Year

1963

Legal Domicile

Principal Officer

Jonathan Pokorny

Phone

9188359523

Tax Period

2023-01-01 to 2023-12-31

International Union UAW LOCAL 952, founded in 1963, is a small nonprofit that reported $558K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $617K exceeded revenue, resulting in a 11% operating deficit.

Mission

Promote social/economic justice through collective bargaining, meetings, education, communication, organizing, community action, administration, maintenance of property/assets, delivery of benefits to represented mbrs, fraternal & social activities & activities which further common interests of the mbrship.

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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 $539,625

Investment Income $1,775

Other Revenue $16,669

TOTAL REVENUE $558,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,904

Fundraising Expenses $0

Program Expenses $0

Other Expenses $439,347

TOTAL EXPENSES $617,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$558,069	$516,276	+0.1%
Expenses	$617,251	$573,705	+0.1%
Net Income	$-59,182	$-57,429	+0.0%

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

$63,769

Total Directors

$3,688

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stacy R Walden	Vice President	24	Officer	$37,090	$0	$37,090
Anthony R Mathis	Sargent at Arms	6	Officer	$9,048	$0	$9,048
Trent M Decker	Guide	4	Officer	$5,205	$0	$5,205
Sean C Thomas	Financial Secretary	3	Officer	$4,243	$0	$4,243
Jeff S Miller	Trustee Chairman	2	Officer Director	$2,361	$0	$2,361
Jason P Wood	Recording Secretary	1	Officer	$1,799	$0	$1,799
Jonathan K Pokorny	President	1	Officer	$1,601	$0	$1,601
Jeff D Rosencutter	Trustee	0.6	Officer Director	$888	$0	$888
James D Williams	President	0.5	Officer	$800	$0	$800
Rebecca K Mcclintock	Trustee	0.3	Officer Director	$439	$0	$439
Edwin L Nutter	Guide	0.2	Officer	$236	$0	$236
Lesli I Byford	Recording Secretary	0	Officer	$59	$0	$59

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	No data	No data	No data	No data
2023	$558,069	$617,251	$552,099	$-59,182
2022	$516,276	$573,705	$612,999	$-57,429
2021	$474,342	$488,616	$670,486	$-14,274
2020	$603,363	$614,215	$683,709	$-10,852

International Union UAW LOCAL 952