United Steelworkers FY2023 filing

Not tax-deductible

Beaver Falls, PA501(c)(5)EIN 25-1668032Revenue $254K in FY2023

On file with the IRS1008 7th Ave Ste 206, 15010-4558 · Beaver Falls, PATax-exempt since Dec 1940

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Local Union Enforced the Collective Bargaining Agreement to Better the Working Conditions of the Local Union and Provide Representation to its Members

$71K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · 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
3 of 3
filings with a surplus
Average surplus $33K a year · 14% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Pay to officers and key staff
$71K
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
23 mo
of spending, in cash
Looks good: 22.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$852
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 11 voting members
Concern: none of 11 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$254K
+9% vs prior year
Spent
$219K
Net assets
$434K
By yearFY2021–FY2025
Revenue
$254K
FY2023▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2021$82K
FY2022$234K
FY2023$254K
FY2024$222K
FY2025$186K
Expenses
$219K
FY2023+0.2%
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$219K
FY2023$219K
FY2024$172K
FY2025Not on file
Net assets
$434K
FY2023▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2021$381K
FY2022$375K
FY2023$434K
FY2024$485K
FY2025$423K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 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 Dec 1940.

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

Who runs it and what they're paid

11 people listed on the 990; $71K paid to officers and key staff.

Part VII, Section A · reportable compensation
$19,349Pt VII · Sec A
$12,990Pt VII · Sec A
Vice President
$11,445Pt VII · Sec A
Financial Secretary
$9,553Pt VII · Sec A
Recording Secretary
$8,104Pt VII · Sec A
$3,120Pt VII · Sec A
$2,781Pt VII · Sec A
$1,985Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021
John Socha III$28,121————
Bruce Montagazzi—$7,348—$24,507$10,734
Douglas McKinney$24,503———$3,273
Matthew Ferguson$20,837$12,520———
Bruce a Montagazzi——$19,349——
Harold Knight$14,252$8,892—$18,536$4,853
David Jones$17,725———$659
David Stuber———$17,633$4,308

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.

See United Steelworkers executive salaries →

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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

Advocates for workers by enforcing contracts and improving job conditions.

Provided by the organization

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1 program · in their own filed words · FY2023
01

The Local Union continues in an ongoing effort to defend and enforce the negotiated collective bargaining agreement for our members wages, benefits, and working conditions. The members dues, related income and expenses are used to carry out these activities.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$254K
Ln 12
Fees for servicesLn 2g$238K
Other incomeLn 4–11$14K
Investment incomeLn 3$3K
Money outPt IX
$219K
Ln 25
Owns and owesPt X
$434K
net assets · Ln 32
Cash and savingsLn 1–2$417K
Total assetsLn 16$434K
LiabilitiesLn 26$852
PeoplePt VI, VII
11
listed · VII A
PaidVII A11
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$238K
Investment incomeLn 3$3K
Other incomeLn 4–11$14K
Total revenueLn 12$254K
Assets in detailPt X, end of year
CashLn 1$417K
Cash and savings togetherLn 1–2$417K
Land, buildings, equipmentLn 10c$17K
Total assetsLn 16$434K
LiabilitiesLn 26$852
Net assetsLn 32$434K
OperationsPt I, VI
EmployeesI 538
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$383K$417K
Land, buildings, equipmentLn 10c$17K$17K
Total assetsLn 16$400K$434K
LiabilitiesLn 26$25K$852
Net assetsLn 32$375K$434K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$65
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$71K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$39K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$37K
Management feesLn 11a$0
Legal feesLn 11b$7K
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$10K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$17K
TravelLn 17$14K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$18K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$5K
All other expensesLn 24e$2K
Total functional expensesLn 25$219K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $186K$423K 990 PDF
FY2024 $222K$172K$51K$485K 990 PDF
FY2023 Viewing $254K$219K$35K$434K 990 PDF
FY2022 $234K$219K$15K$375K 990 PDF
FY2021 $82K$381K 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 FY2023 990 (6 parts)
Part I · Summary $254,413 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $233,666$238,088
I-10 Investment incomePrior year $115$2,739
I-11 Other revenue$13,586
I-12 Total revenuePrior year $233,781$254,413
I-13 Grants and similar amounts paidPrior year $665$65
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $160,973$147,302
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $57,492$72,127
I-18 Total expensesPrior year $219,130$219,494
I-19 Revenue less expensesPrior year $14,651$34,919
Part VI · Governance 0 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members0
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $254,413 across 4 lines filed
Lines not itemized here account for $537 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $238,088$238,088
VIII-3 Investment incomeRelated to mission $2,739$2,739
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,049$13,049
VIII-12 Total revenueRelated to mission $254,413$254,413
Part IX · Statement of functional expenses $219,494 across 30 lines filed
IX-1 Grants to domestic organizations$65
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$71,327
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$39,127
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$36,848
IX-11a Management fees$0
IX-11b Legal fees$6,559
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$9,739
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$17,222
IX-17 Travel$14,242
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$18,016
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)$4,568
IX-24e All other expenses$1,781
IX-25 Total functional expenses$219,494
Part X · Balance sheet $434,497 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $382,527$417,447
X-10c Land, buildings and equipment, netStart of year $17,050$17,050
X-16 Total assetsStart of year $399,577$434,497
X-25 Other liabilitiesStart of year $24,635$852
X-26 Total liabilitiesStart of year $24,635$852
X-32 Total net assets or fund balancesStart of year $374,942$433,645
X-33 Total liabilities and net assetsStart of year $399,577$434,497
Part XI · Reconciliation of net assets $433,645 net assets at year end
XI-1 Total revenue$254,413
XI-2 Total expenses$219,494
XI-3 Revenue less expenses$34,919
XI-4 Net assets at start of year$374,942
XI-9 Other changes in net assets$23,784
XI-10 Net assets at end of year$433,645

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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