United Steelworkers Local 11-13214 (EIN 830181990) - 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

Lew Atkinson

Phone

3073621501

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local 11-13214, founded in 1954, is a small nonprofit in the Community Improvement sector that reported $361K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $421K exceeded revenue, resulting in a 17% operating deficit.

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 $323,559

Investment Income $24,689

Other Revenue $12,946

TOTAL REVENUE $361,194

Expense Breakdown

Grants Paid $8,365

Salaries & Benefits $209,701

Fundraising Expenses $0

Other Expenses $203,220

TOTAL EXPENSES $421,286

Year-over-Year Comparison

	2025	2024	Change
Revenue	$361,194	$470,965	-0.2%
Expenses	$421,286	$479,366	-0.1%
Net Income	$-60,092	$-8,401	+6.2%

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

$115,460

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marshall Cumming	President	020.00	Officer	$32,717	$0	$32,717
Patrick Adams	Vice President	020.00	Officer	$16,264	$0	$16,264
Anthony Tirado	Treasurer	020.00	Officer	$15,612	$0	$15,612
Bradley Swesen	Recording Secretary	020.00	Officer	$13,944	$0	$13,944
Lew Atkinson	Financial Secretary	020.00	Officer	$13,838	$0	$13,838
Dean Johnson	Guide	002.00	Officer	$5,039	$0	$5,039
Aaron Sheldon	Trustee	002.00	Officer	$4,889	$0	$4,889
William Smith	Trustee	002.00	Officer	$4,344	$0	$4,344
Michael Rodabaugh	Outside Guard	002.00	Officer	$4,340	$0	$4,340
Ian Mckenzie	Inside Guard	002.00	Officer	$2,651	$0	$2,651
John Cole	Trustee	002.00	Officer	$1,822	$0	$1,822

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	$361,194	$421,286	$874,891	$-60,092
2024	$470,965	$479,366	$934,983	$-8,401
2023	$462,496	$540,221	$943,384	$-77,725
2022	$459,786	$350,587	$1,021,109	$109,199
2021	$349,743	$277,263	$911,910	$72,480
2020	$311,096	$185,451	$839,430	$125,645

United Steelworkers Local 11-13214