0777 Local Union FY2021 filing

Not tax-deductible

Middletown, PA501(c)(5)EIN 23-1912009Revenue $990K in FY2021

On file with the IRS75 Pike St, 17057-1043 · Middletown, PATax-exempt since Aug 1940

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The mission of the Local is to organize workers to secure improved wages, employee benefits and working conditions.

100¢ of each $1 spent went to programs.
$230K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $164K a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$230K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$990K
Spent
$727K
To programs
100%
Net assets
$626K
By yearFY2021–FY2025
Revenue
$990K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$990K
FY2022$898K
FY2023$1.2M
FY2024$1.3M
FY2025$1.4M
Expenses
$727K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$727K
FY2022$900K
FY2023$845K
FY2024$1.3M
FY2025$1.3M
Net assets
$626K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$626K
FY2022$623K
FY2023$1.9M
FY2024$1.9M
FY2025$2.1M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $727K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $230K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Business Manager
$161,163Pt VII · Sec A
$18,851Pt VII · Sec A
President
$18,254Pt VII · Sec A
Executive Board
$5,768Pt VII · Sec A
Recording Secretary
$5,746Pt VII · Sec A
Executive Board
$4,922Pt VII · Sec A
Executive Board
$4,405Pt VII · Sec A
Executive Board
$3,289Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Daulph Kline$177,705$172,007$166,415$173,970$161,163
Steven Biehl$4,555$3,785$8,254$36,527$18,254
Christopher Cortright$22,739$14,342$9,186——
Vicki Raifsnider———$20,202$18,851
Herbert Lovett———$15,742$5,746
Eric Fedock$7,032$5,229———
Martin Pavkovic$6,996$3,165———
Shawn Yodis$6,720$4,200$6,151——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Organizes workers for better pay, benefits, and working conditions.

Questions for 0777 Local Union

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Provided by the organization

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1 program · $727K · in their own filed words · FY2020
01

To organize workers and to secure wages, hours, working conditions and other economic benefits through organization, negotiantion and collective bargaining.

$727Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$990K
Ln 12
Fees for servicesLn 2g$988K
Other incomeLn 4–11$795
Investment incomeLn 3$379
Money outPt IX
$727K
Ln 25
Programscol B$727K
Owns and owesPt X
$626K
net assets · Ln 32
Cash and savingsLn 1–2$564K
Total assetsLn 16$627K
LiabilitiesLn 26$1K
PeoplePt VI, VII
14
listed · VII A
PaidVII A14
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$988K
Investment incomeLn 3$379
Other incomeLn 4–11$795
Total revenueLn 12$990K
Assets in detailPt X, end of year
CashLn 1$319K
SavingsLn 2$245K
Cash and savings togetherLn 1–2$564K
InvestmentsLn 11–13$15K
Land, buildings, equipmentLn 10c$44K
Total assetsLn 16$627K
LiabilitiesLn 26$1K
Net assetsLn 32$626K
OperationsPt I, VI
EmployeesI 543
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$303K$564K
InvestmentsLn 11–13$6K$15K
Land, buildings, equipmentLn 10c$49K$44K
Total assetsLn 16$364K$627K
LiabilitiesLn 26$1K$1K
Net assetsLn 32$363K$626K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$230K$230K
Other salaries and wagesLn 7$53K$53K
Other employee benefitsLn 9$22K$22K
Payroll taxesLn 10$23K$23K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$27K$27K
Investment management feesLn 11f$50$50
Other fees for servicesLn 11g$1K$1K
Office expensesLn 13$2K$2K
OccupancyLn 16$12K$12K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$331K$331K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$727K$727K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.3M$167K$2.1M 990 PDF
FY2024 $1.3M$1.3M$2K$1.9M 990 PDF
FY2023 $1.2M$845K$389K$1.9M 990 PDF
FY2022 $898K$900K−$2K$623K 990 PDF
FY2021 Viewing $990K$727K$263K$626K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $989,533 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $970,019$988,359
I-10 Investment incomePrior year $553$379
I-11 Other revenuePrior year $710$795
I-12 Total revenuePrior year $971,282$989,533
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $400,152$327,240
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $460,737$399,453
I-18 Total expensesPrior year $860,889$726,693
I-19 Revenue less expensesPrior year $110,393$262,840
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $989,533 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $988,359$988,359
VIII-3 Investment incomeRelated to mission $379$379
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $795$795
VIII-12 Total revenueRelated to mission $989,533 · Unrelated business $0 · Excluded from tax $0$989,533
Part IX · Statement of functional expenses $726,693 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $229,551$229,551
IX-7 Other salaries and wagesPrograms $53,023$53,023
IX-9 Other employee benefitsPrograms $22,061$22,061
IX-10 Payroll taxesPrograms $22,605$22,605
IX-11b Legal feesPrograms $11,384$11,384
IX-11c Accounting feesPrograms $27,475$27,475
IX-11f Investment management feesPrograms $50$50
IX-11g Other fees for servicesPrograms $1,308$1,308
IX-13 Office expensesPrograms $2,067$2,067
IX-16 OccupancyPrograms $12,157$12,157
IX-20 InterestPrograms $2,953$2,953
IX-22 Depreciation, depletion and amortizationPrograms $5,234$5,234
IX-23 InsurancePrograms $3,477$3,477
IX-24 Other expenses (24a–d)Programs $330,773$330,773
IX-24e All other expensesPrograms $2,575$2,575
IX-25 Total functional expensesPrograms $726,693 · Management $0 · Fundraising $0$726,693
Part X · Balance sheet $626,932 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $213,283$319,470
X-2 Savings and temporary cash investmentsStart of year $90,073$244,868
X-8 Inventories for sale or useStart of year $5,024$3,272
X-10c Land, buildings and equipment, netStart of year $49,432$44,198
X-11 Publicly traded securitiesStart of year $6,035$15,124
X-16 Total assetsStart of year $363,847$626,932
X-25 Other liabilitiesStart of year $1,052$1,224
X-26 Total liabilitiesStart of year $1,052$1,224
X-32 Total net assets or fund balancesStart of year $362,795$625,708
X-33 Total liabilities and net assetsStart of year $363,847$626,932
Part XI · Reconciliation of net assets $625,708 net assets at year end
XI-1 Total revenue$989,533
XI-2 Total expenses$726,693
XI-3 Revenue less expenses$262,840
XI-4 Net assets at start of year$362,795
XI-5 Net unrealized gains (losses) on investments$73
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$625,708

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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