Workers United International

Not tax-deductible

Philadelphia, PA501(c)(5)Since 2009EmploymentEIN 26-4459382Revenue $17.1M in FY2024

On file with the IRS22 South 22nd Street, 19103-3005 · Philadelphia, PATax-exempt since Mar 2010

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Organizing the unorganized collective bargaining.

$927K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.8M a year · 38% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$927K
to officers and key staff · 8% of spending
Top officer’s pay higher than 51% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9.0M
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 15 voting members
Looks good: 8 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.1M
+355% vs prior year
Spent
$11.0M
Net assets
$223.6M
By yearFY2020–FY2024
Revenue
$17.1M
FY2024▲ +355%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.2M
FY2022$1.0M
FY2023$3.8M
FY2024$17.1M
Expenses
$11.0M
FY2024▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.2M
FY2021$3.5M
FY2022$6.8M
FY2023$9.3M
FY2024$11.0M
Net assets
$223.6M
FY2024▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$174.0M
FY2021$181.4M
FY2022$191.3M
FY2023$185.9M
FY2024$223.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2010.

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

Who runs it and what they're paid

17 people listed on the 990; $927K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$239,343Pt VII · Sec A
Vice President
$188,536Pt VII · Sec A
Deputy Organizing Director
$160,393Pt VII · Sec A
Director of Finance
$115,710Pt VII · Sec A
Secretary-Treasurer
$80,832Pt VII · Sec A
Executive Vice President
$37,720Pt VII · Sec A
Vice President
$37,402Pt VII · Sec A
Executive Vice President
$35,838Pt VII · Sec A

Lynne Fox’s $239K as President is at the 51st percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2023FY2022FY2021FY2020
Lynne Fox$239,343$232,885$219,096$217,019$221,192
Richard Minter$188,536$180,545$162,430$81,760$83,333
Daisy Pitkin$160,393$129,690———
Mark Levinson———$122,025$124,372
Billie Jean Hervey$37,720$113,152$120,934$118,066$119,341
Clayola Brown$37,402$33,732$30,506$101,773$117,093
Robert Freeman$115,710$104,691———
Edgar Romney$80,832$74,782$69,256$69,256$70,587

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

Organizing workers to collectively bargain for better rights and conditions.

Provided by the organization

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3 programs · in their own filed words · FY2024
01

To improve the wages, hours of work, job security and the working and living conditions of working men and women.

Pt IX · col B
02

To establish and maintain collective bargaining with employers.

Pt IX · col B
03

To administer and maintain member benefits.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$8K
Grants paid · 18 grants · $215K · 2020–2024
Workers United Southern Region - Hurricane Relief FundFY2024$25,200
Amalgamated BankFY2023$25,000
Workers Circle Action INCNY · FY2023$5,149
Jewish Labor CommitteeNY · FY2022$10,000
United Students Against SweatshopsAZ · FY2022$10,000
Bread & Roses MissouriMO · FY2021$15,000
Southwest Regional Joint Board Relief FundFY2021$10,000
United Students Against SweatshopsFY2021$10,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$17.1M
Ln 12
Investment incomeLn 3$14.6M
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$903K
Money outPt IX
$11.0M
Ln 25
Owns and owesPt X
$223.6M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$232.6M
LiabilitiesLn 26$9.0M
PeoplePt VI, VII
17
listed · VII A
PaidVII A9
Voting boardVI 1a15
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$903K
Investment incomeLn 3$14.6M
Other incomeLn 4–11$17K
Gains on assetsLn 7$14.4M
Total revenueLn 12$17.1M
Assets in detailPt X, end of year
CashLn 1$2.1M
SavingsLn 2$431K
Cash and savings togetherLn 1–2$2.5M
InvestmentsLn 11–13$228.2M
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$345K
Total assetsLn 16$232.6M
LiabilitiesLn 26$9.0M
Net assetsLn 32$223.6M
OperationsPt I, VI
EmployeesI 515
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.8M$2.5M
InvestmentsLn 11–13$190.0M$228.2M
Land, buildings, equipmentLn 10c$10K$8K
Total assetsLn 16$196.7M$232.6M
LiabilitiesLn 26$10.8M$9.0M
Net assetsLn 32$185.9M$223.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$66K
Benefits paid to or for membersLn 4$169K
Pay of current officers, directors and key staffLn 5$787K
Other salaries and wagesLn 7$3.0M
Pension plan contributionsLn 8$331K
Other employee benefitsLn 9$569K
Payroll taxesLn 10$268K
Legal feesLn 11b$2.3M
Accounting feesLn 11c$48K
Investment management feesLn 11f$63K
Other fees for servicesLn 11g$918K
Advertising and promotionLn 12$107K
Office expensesLn 13$148K
Information technologyLn 14$78K
OccupancyLn 16$61K
TravelLn 17$352K
Conferences, conventions and meetingsLn 19$41K
Payments to affiliatesLn 21$45K
Depreciation, depletion and amortizationLn 22$28K
InsuranceLn 23$524K
Other expenses (24a–d)Ln 24$1.1M
Total functional expensesLn 25$11.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $17.1M$11.0M$6.1M$223.6M 990 PDF
FY2023 $3.8M$9.3M−$5.5M$185.9M 990 PDF
FY2022 $1.0M$6.8M−$5.7M$191.3M 990 PDF
FY2021 $1.2M$3.5M−$2.3M$181.4M 990 PDF
FY2020 $1.4M$3.2M−$1.8M$174.0M 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 FY2024 990 (6 parts)
Part I · Summary $17,106,020 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,101,260$1,545,343
I-9 Program service revenuePrior year $734,631$902,576
I-10 Investment incomePrior year $1,920,739$14,641,553
I-11 Other revenuePrior year $0$16,548
I-12 Total revenuePrior year $3,756,630$17,106,020
I-13 Grants and similar amounts paidPrior year $80,680$66,470
I-14 Benefits paid to membersPrior year $0$168,650
I-15 Salaries and benefitsPrior year $3,512,218$4,952,277
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,699,300$5,799,979
I-18 Total expensesPrior year $9,292,198$10,987,376
I-19 Revenue less expensesPrior year −$5,535,568$6,118,644
Part VI · Governance 8 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members8
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $17,106,020 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,545,343
VIII-1h Total contributions, gifts and grants$1,545,343
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $902,576$902,576
VIII-3 Investment incomeExcluded from tax $283,799$283,799
VIII-7 Net gain or loss on sales of assetsExcluded from tax $14,357,754$14,357,754
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $16,548$16,548
VIII-12 Total revenueRelated to mission $902,576 · Unrelated business $0 · Excluded from tax $14,658,101$17,106,020
Part IX · Statement of functional expenses $10,987,376 across 21 lines filed
IX-1 Grants to domestic organizations$66,470
IX-4 Benefits paid to or for members$168,650
IX-5 Pay of current officers, directors and key staff$787,132
IX-7 Other salaries and wages$2,997,777
IX-8 Pension plan contributions$330,912
IX-9 Other employee benefits$568,916
IX-10 Payroll taxes$267,540
IX-11b Legal fees$2,290,433
IX-11c Accounting fees$48,195
IX-11f Investment management fees$62,949
IX-11g Other fees for services$918,023
IX-12 Advertising and promotion$106,970
IX-13 Office expenses$148,228
IX-14 Information technology$78,480
IX-16 Occupancy$61,135
IX-17 Travel$352,473
IX-19 Conferences, conventions and meetings$40,996
IX-21 Payments to affiliates$45,424
IX-22 Depreciation, depletion and amortization$27,892
IX-23 Insurance$523,563
IX-24 Other expenses (24a–d)$1,095,218
IX-25 Total functional expenses$10,987,376
Part X · Balance sheet $232,617,756 assets, 15 lines filed
Asset lines not itemized here account for $436,900; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $2,466,962$2,053,482
X-2 Savings and temporary cash investmentsStart of year $2,304,392$431,014
X-4 Accounts receivableStart of year $612,729$1,012,305
X-9 Prepaid expenses and deferred chargesStart of year $127,424$157,406
X-10c Land, buildings and equipment, netStart of year $10,152$7,609
X-11 Publicly traded securities$22,891,202
X-12 Other securitiesStart of year $190,042,674$205,282,810
X-15 Other assetsStart of year $404,829$345,028
X-16 Total assetsStart of year $196,666,062$232,617,756
X-17 Accounts payable and accrued expensesStart of year $946,806$1,124,781
X-24 Unsecured notes and loans payableStart of year $9,332,535$7,466,028
X-25 Other liabilitiesStart of year $470,930$423,946
X-26 Total liabilitiesStart of year $10,750,271$9,014,755
X-32 Total net assets or fund balancesStart of year $185,915,791$223,603,001
X-33 Total liabilities and net assetsStart of year $196,666,062$232,617,756
Part XI · Reconciliation of net assets $223,603,001 net assets at year end
XI-1 Total revenue$17,106,020
XI-2 Total expenses$10,987,376
XI-3 Revenue less expenses$6,118,644
XI-4 Net assets at start of year$185,915,791
XI-5 Net unrealized gains (losses) on investments$31,534,144
XI-9 Other changes in net assets$34,422
XI-10 Net assets at end of year$223,603,001

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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