USW Local 13-227 (EIN 740814763) - 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

1954

Legal Domicile

Principal Officer

Juan Almanza

Phone

2817038789

Tax Period

2025-01-01 to 2025-12-31

USW Local 13-227, founded in 1954, is a small nonprofit that reported $645K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Net assets of $1.5M represent 27 months of operating reserves.

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 Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $640,211

Investment Income $605

Other Revenue $4,523

TOTAL REVENUE $645,339

Expense Breakdown

Grants Paid $6,150

Salaries & Benefits $374,977

Fundraising Expenses $0

Other Expenses $253,872

TOTAL EXPENSES $634,999

Year-over-Year Comparison

	2025	2024	Change
Revenue	$645,339	$765,569	-0.2%
Expenses	$634,999	$825,227	-0.2%
Net Income	$10,340	$-59,658	-1.2%

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

$120,175

Total Directors

Key Employees

$111,307

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Synthia Almanza	Adiministrative	040.00	Key Emp	$111,307	$0	$111,307
Juan Almanza	Treasurer	030.00	Officer	$44,797	$0	$44,797
Steve Ballesteros	President	016.00	Officer	$36,191	$0	$36,191
Pricilla A Puente	Inside Guard	001.00	Officer	$13,599	$0	$13,599
Rafael Avila	Trustee	001.00	Officer	$8,979	$0	$8,979
Marcus A Reyna	Vice President	001.00	Officer	$6,954	$0	$6,954
Felicia Doreck	Trustee	001.00	Officer	$3,509	$0	$3,509
John W Gambol	Trustee	001.00	Officer	$2,516	$0	$2,516
David A Hark	Recording Secretary	001.00	Officer	$1,506	$0	$1,506
Tyson Pradia	Chairman	001.00	Officer	$1,207	$0	$1,207
John H Hayes Jr	Chairman	001.00	Officer	$622	$0	$622
Tim Shively	Chairman	001.00	Officer	$295	$0	$295
James Haskings	Guide	001.00	Officer	$0	$0	$0
Jeffery M Melton	Outside Guard	001.00	Officer	$0	$0	$0
Lance D Spurlock	Chairman	001.00	Officer	$0	$0	$0
Gustavo Rodriguez	Chairman	001.00	Officer	$0	$0	$0
Jeff Kemp	Chairman	001.00	Officer	$0	$0	$0
Chad R Sullivan	Chairman	001.00	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
2025	$645,339	$634,999	$1,471,072	$10,340
2024	$765,569	$825,227	$1,460,732	$-59,658
2023	$1,238,148	$948,787	$1,514,788	$289,361
2022	$782,630	$697,885	$1,225,427	$84,745
2021	$728,630	$508,946	$1,140,682	$219,684
2020	$704,819	$473,036	$920,998	$231,783

USW Local 13-227