United Steelworkers Local Union 9620 (EIN 815381901) - 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

2014

Legal Domicile

Principal Officer

Sandra McNelis

Phone

7329254215

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local Union 9620, founded in 2014, is a small nonprofit that reported $302K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $170K, a strong 56% operating margin.

Mission

Local Union enforced the collective bargaining agreement to better the working conditions of the Local Union 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 $302,297

Investment Income $0

Other Revenue $0

TOTAL REVENUE $302,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,270

Fundraising Expenses $0

Other Expenses $78,845

TOTAL EXPENSES $132,115

Year-over-Year Comparison

	2025	2024	Change
Revenue	$302,297	$225,122	+0.3%
Expenses	$132,115	$134,580	0.0%
Net Income	$170,182	$90,542	+0.9%

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

$45,939

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Modolla	President	010.00	Officer	$16,416	$0	$16,416
Jennifer Rannells	Treasurer	005.00	Officer	$12,615	$0	$12,615
Sandra McNelis	Financial Sec	010.00	Officer	$10,421	$0	$10,421
Kate Fitzgerald	Recording Secretary	002.00	Officer	$6,487	$0	$6,487
Dylan Cofield	Trustee	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	$302,297	$132,115	$873,129	$170,182
2024	$225,122	$134,580	$702,947	$90,542
2023	$201,549	$137,473	$612,405	$64,076
2022	$208,499	$109,524	$548,329	$98,975
2020	$212,372	$78,148	$353,447	$134,224

United Steelworkers Local Union 9620