International Union UAW LOCAL 848 (EIN 751085136) - 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

1962

Legal Domicile

Principal Officer

Anthony Esparza

Phone

9722642431

Tax Period

2025-01-01 to 2025-12-31

International Union UAW LOCAL 848, founded in 1962, is a small nonprofit that reported $741K in total revenue in fiscal year 2025.

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $715,164

Investment Income $15,125

Other Revenue $10,256

TOTAL REVENUE $740,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,600

Fundraising Expenses $0

Program Expenses $0

Other Expenses $568,349

TOTAL EXPENSES $723,949

Year-over-Year Comparison

	2025	2024	Change
Revenue	$740,545	$718,339	+0.0%
Expenses	$723,949	$675,793	+0.1%
Net Income	$16,596	$42,546	-0.6%

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

$85,544

Total Directors

$3,603

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Esparza	President	75.8	Officer	$47,952	$0	$47,952
Jason Wooten	Financial Secretary	10.3	Officer	$17,748	$0	$17,748
Marty Giesecke	Chairman	1.5	Officer	$3,819	$0	$3,819
Adam B Rondon	Chairman	1.5	Officer	$3,098	$0	$3,098
David L Pickron	Chairman	1.5	Officer	$2,334	$0	$2,334
Gary S Tessmar	Recording Secretary	0.9	Officer	$2,082	$0	$2,082
Thomas D Bulin	Chairman	0.8	Officer	$1,490	$0	$1,490
Edward S Conway	Trustee	0.6	Officer Director	$1,473	$0	$1,473
Robert Wilson	2nd Vice President	0.5	Officer	$1,296	$0	$1,296
Derrick Moran	Trustee	0.7	Officer Director	$1,252	$0	$1,252
Tyler B Hill	Sergeant at Arms	0.9	Officer	$1,081	$0	$1,081
Edward Rutkowski	Trustee	0.5	Officer Director	$878	$0	$878
James M Ricks	Guide	0.6	Officer	$661	$0	$661
Corey J Gregg	1st Vice President	0.3	Officer	$380	$0	$380
Lester E Lantz	Retiree's President	0	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	$740,545	$723,949	$1,082,862	$16,596
2024	$718,339	$675,793	$1,060,638	$42,546
2023	$635,357	$671,370	$1,017,815	$-36,013
2022	$644,063	$708,494	$1,054,388	$-64,431
2021	$767,413	$849,527	$1,117,497	$-82,114
2020	$867,627	$902,730	$1,197,339	$-35,103

International Union UAW LOCAL 848