United Steelworkers Local 12-09477 (EIN 850456620) - 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

2008

Legal Domicile

Principal Officer

Dora Ledbetter

Phone

5753616969

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers Local 12-09477, founded in 2008, is a small nonprofit that reported $206K in total revenue in fiscal year 2025. Expenses of $371K exceeded revenue, resulting in a 80% operating deficit.

Mission

Local Union enforced the Collective Barganing Agreement to better the working conditions of the Local Union and provide Representation ot 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 $205,435

Investment Income $591

Other Revenue $0

TOTAL REVENUE $206,026

Expense Breakdown

Grants Paid $3,776

Salaries & Benefits $64,660

Fundraising Expenses $0

Other Expenses $302,541

TOTAL EXPENSES $370,977

Year-over-Year Comparison

	2025	2024	Change
Revenue	$206,026	$200,120	+0.0%
Expenses	$370,977	$180,331	+1.1%
Net Income	$-164,951	$19,789	-9.3%

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

$37,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dora Ledbetter	Treasurer	005.00	Officer	$8,739	$0	$8,739
Jonathan Gonzalez	Financial Secretary	005.00	Officer	$8,262	$0	$8,262
Jeff Ortega	Vice President	002.00	Officer	$6,959	$0	$6,959
James Cobb	President	005.00	Officer	$4,987	$0	$4,987
Amanda Methola	Inside Guard	002.00	Officer	$3,632	$0	$3,632
Jose Ornelas	Trustee	002.00	Officer	$2,098	$0	$2,098
Dora Lopez	Recording Secretary	002.00	Officer	$1,977	$0	$1,977
Elias Lopez	Guide	002.00	Officer	$497	$0	$497
Louis Aguilar	Trustee	002.00	Officer	$0	$0	$0
Leon Granado	Trustee	002.00	Officer	$0	$0	$0
Navarrette Harvey	Outside Guard	002.00	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	$206,026	$370,977	$333,081	$-164,951
2024	$200,120	$180,331	$498,032	$19,789

United Steelworkers Local 12-09477