United Steelworkers International (EIN 751235743) - 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

1964

Legal Domicile

Principal Officer

Jefferey Clifton

Phone

8707720356

Tax Period

2023-01-01 to 2023-12-31

United Steelworkers Local 7521, founded in 1964, is a small nonprofit that reported $467K in total revenue in fiscal year 2020. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $157K, a strong 34% 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $547,302

Investment Income $71,995

Other Revenue $25,892

TOTAL REVENUE $645,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,705

Fundraising Expenses $0

Other Expenses $306,198

TOTAL EXPENSES $407,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$645,189	$744,939	-0.1%
Expenses	$407,903	$463,554	-0.1%
Net Income	$237,286	$281,385	-0.2%

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

$43,981

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Natasha Gulley	Trustee	001.00	Officer	$6,757	$0	$6,757
Jeffrey Clifton	Financial Secretary	012.00	Officer	$4,166	$0	$4,166
Jay Wilson	Treasurer	012.00	Officer	$3,811	$0	$3,811
David Beard	Executive Board	001.00	Officer	$3,410	$0	$3,410
Kerry Halter	President	048.00	Officer	$2,750	$0	$2,750
Tony Thompson	Vice President	018.00	Officer	$2,750	$0	$2,750
Michael Yarberry	Truste	001.00	Officer	$2,586	$0	$2,586
Eric Kinney	Trustee	001.00	Officer	$2,493	$0	$2,493
Doug Hale	Recording Secretary	001.00	Officer	$2,464	$0	$2,464
Billy Siler	Executive Board	001.00	Officer	$2,380	$0	$2,380
Bread Bearden	Executive Board	001.00	Officer	$2,202	$0	$2,202
Larry Williams	Guard	001.00	Officer	$2,164	$0	$2,164
Danny Faulknor	Executive Board	001.00	Officer	$1,696	$0	$1,696
Raymond Adams	Financial Secretary	012.00	Officer	$1,200	$0	$1,200
James Harris	Exectutive Board	001.00	Officer	$1,063	$0	$1,063
MIke Beth	Executive Board	001.00	Officer	$902	$0	$902
Lance Hughes	Executive Board	001.00	Officer	$420	$0	$420
Freddie Mitchell	Guide	001.00	Officer	$350	$0	$350
Tim Baird	Guard	001.00	Officer	$312	$0	$312
Gemar Mixon	Executive Board	001.00	Officer	$105	$0	$105

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	$645,189	$407,903	$1,897,473	$237,286
2022	$744,939	$463,554	$1,660,187	$281,385
2021	$614,464	$364,377	$1,378,802	$250,087
2020	$466,789	$310,135	$1,128,715	$156,654

United Steelworkers International