United Steelworkers Local Union 09517 (EIN 812576305) - 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

2016

Legal Domicile

Principal Officer

Richard Kadlik

Phone

5082598625

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local Union 09517, founded in 2016, is a small nonprofit that reported $126K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $115K, a strong 91% operating margin.

Mission

The Local Union enforces the collective bargaining agreement to better the working conditions of its members. Additionally, the Local Union provides representation for 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 $111,246

Investment Income $15,138

Other Revenue $0

TOTAL REVENUE $126,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,940

Fundraising Expenses $0

Other Expenses $8,943

TOTAL EXPENSES $11,883

Year-over-Year Comparison

	2025	2024	Change
Revenue	$126,384	$108,560	+0.2%
Expenses	$11,883	$7,536	+0.6%
Net Income	$114,501	$101,024	+0.1%

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

Employees

N/A

Volunteers

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

$2,940

Total Directors

$2,940

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Daniels	President	5.00	Officer Director	$588	$0	$588
Jessica Minton	Vice President	2.00	Officer Director	$588	$0	$588
Richard Kadlik	Treasurer	2.00	Officer Director	$588	$0	$588
Marisa Cloutier-Bristol	Financial Secretary	5.00	Officer Director	$588	$0	$588
Diana Gray	Recording Secretary	2.00	Officer Director	$588	$0	$588
Marc Craig	Guide	2.00	Director	$0	$0	$0
Ryan Norton	Inside Guard	2.00	Director	$0	$0	$0
Cheryl Tacy	Outside Guard	2.00	Director	$0	$0	$0
Christina Shewry	Trustee	2.00	Director	$0	$0	$0
Michael Kominsky	Trustee	2.00	Director	$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	$126,384	$11,883	$1,063,492	$114,501
2024	No data	No data	No data	No data
2023	$93,636	$8,339	$847,967	$85,297
2022	$97,515	$16,323	$762,670	$81,192
2021	$91,978	$3,332	$681,477	$88,646
2020	$92,966	$9,320	$592,831	$83,646

United Steelworkers Local Union 09517