International Union UAW Local 509 (EIN 950737690) - 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

1958

Legal Domicile

Phone

5629421027

Tax Period

2025-01-01 to 2025-12-31

International Union UAW Local 509, founded in 1958, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $251K, a strong 18% operating margin.

Mission

Promote social/economic justice through collective bargaining, meetings, education, communication, organizing, community action, administration, maintenance of property/assets, delivery of benefits to represented mbrs, fraternal & social activities & activities which further common interests of the mbrship.

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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 $1,230,403

Investment Income $4,980

Other Revenue $162,770

TOTAL REVENUE $1,398,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,501

Fundraising Expenses $0

Other Expenses $799,759

TOTAL EXPENSES $1,147,260

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,398,153	$1,518,314	-0.1%
Expenses	$1,147,260	$1,560,968	-0.3%
Net Income	$250,893	$-42,654	-6.9%

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

$216,342

Total Directors

$4,303

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Lozano	President	40.90	Officer	$100,142	$0	$100,142
Marcos Villarreal	Financial Secretary	41.50	Officer	$85,166	$0	$85,166
Duane Smith	Vice President	5.20	Officer	$8,538	$0	$8,538
Brandon Macias	Recording Secretary	2.50	Officer	$4,983	$0	$4,983
Juan A Figueroa	Executive Board	1.50	Officer	$4,028	$0	$4,028
Romeo Torres	Executive Board	1.50	Officer	$3,169	$0	$3,169
Patricia Pena	Executive Board	1.90	Officer	$3,050	$0	$3,050
Grant Walter	Trustee	2	Officer Director	$2,886	$0	$2,886
Juan M Plascencia	Executive Board	1.30	Officer	$2,001	$0	$2,001
Roberto Osorio	Trustee	1.10	Officer Director	$1,266	$0	$1,266
Ryan Eddins	Executive Board	0.30	Officer	$597	$0	$597
Steven Baker	Sergeant at Arms	0.20	Officer	$365	$0	$365
Victor Landa	Trustee	0.10	Officer Director	$151	$0	$151
Saul Arias	Executive Board	0	Officer	$0	$0	$0
Tyieka Boykins	Guide	0	Officer	$0	$0	$0
Dennis Britt	Retiree President	0	Officer	$0	$0	$0
Hector Contreras	Executive Board	0	Officer	$0	$0	$0
Doug C Davis Jr	Trustee	0	Officer Director	$0	$0	$0
John Hayes	Chairperson	0	Officer	$0	$0	$0
Estevan Hernandez	Executive Board	0	Officer	$0	$0	$0
Alejandro Larios	Executive Board	0	Officer	$0	$0	$0
Roberto Rivera	Executive Board	0	Officer	$0	$0	$0
Michael Ungaro	Chairperson	0	Officer	$0	$0	$0
Armando Valencia	Recording Secretary	0	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	$1,398,153	$1,147,260	$544,549	$250,893
2024	$1,518,314	$1,560,968	$293,388	$-42,654
2023	$2,101,697	$2,194,901	$335,772	$-93,204
2022	$1,567,031	$1,738,589	$444,083	$-171,558
2021	$1,601,156	$1,431,040	$618,740	$170,116
2020	$1,170,455	$1,073,549	$447,503	$96,906

International Union UAW Local 509