United Steelworkers FY2021 filing

Not tax-deductible

Cincinnati, OH501(c)(5)EIN 31-0735097Revenue $243K in FY2021

On file with the IRS13 Triangle Park Dr Ste 1301, 45246-3420 · Cincinnati, OHTax-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

$94K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · 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
2 of 5
filings with a surplus
Average deficit $10K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$94K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$109K
23% of total assets
Looks good: liabilities are 23% 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
$243K
-11% vs prior year
Spent
$229K
Net assets
$373K
By yearFY2020–FY2025
Revenue
$243K
FY2021▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$273K
FY2021$243K
FY2022$244K
FY2023$235K
FY2024$232K
FY2025$170K
Expenses
$229K
FY2021▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$205K
FY2021$229K
FY2022$259K
FY2023$275K
FY2024$310K
FY2025Not on file
Net assets
$373K
FY2021▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$353K
FY2021$373K
FY2022$364K
FY2023$427K
FY2024$349K
FY2025$288K

From the FY2021 Form 990 · see the original

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 Dec 1940.

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; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$18,575Pt VII · Sec A
Treasurer
$13,907Pt VII · Sec A
Vice President
$13,360Pt VII · Sec A
Financial Secretary
$11,593Pt VII · Sec A
Committeeman
$6,237Pt VII · Sec A
Recording Secretary
$5,598Pt VII · Sec A
Committeeman
$3,946Pt VII · Sec A
$3,838Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Tim Jenkins$13,100$28,674$17,983$20,319—$14,449
Peter Ward$19,692$19,600$18,997$13,688$11,593$9,453
Bret Sharp——$13,325$16,372$18,575$14,642
John Allen$11,261$17,208————
Estel Stepp——$14,156$4,956$495—
Tim Jerkins————$13,907—
Terry Carey————$13,360$8,372
Angie Speakman——$12,982$5,528$3,194$3,084

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

Advocates for workers by enforcing agreements and providing representation to improve job conditions.

Questions for United Steelworkers

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Provided by the organization

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1 program · in their own filed words · FY2021
01

The local continues in an ongoingeffort 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 carryy out these activities.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$243K
Ln 12
Fees for servicesLn 2g$212K
Other incomeLn 4–11$31K
Money outPt IX
$229K
Ln 25
Owns and owesPt X
$373K
net assets · Ln 32
Cash and savingsLn 1–2$220K
Total assetsLn 16$482K
LiabilitiesLn 26$109K
PeoplePt VI, VII
17
listed · VII A
PaidVII A17
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$212K
Other incomeLn 4–11$31K
Total revenueLn 12$243K
Assets in detailPt X, end of year
CashLn 1$220K
Cash and savings togetherLn 1–2$220K
Land, buildings, equipmentLn 10c$261K
Total assetsLn 16$482K
LiabilitiesLn 26$109K
Net assetsLn 32$373K
OperationsPt I, VI
EmployeesI 535
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 FY21End FY21
Cash and savingsLn 1–2$206K$220K
Land, buildings, equipmentLn 10c$261K$261K
Total assetsLn 16$467K$482K
LiabilitiesLn 26$115K$109K
Net assetsLn 32$353K$373K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K
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$94K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$32K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$9K
Payroll taxesLn 10$14K
Management feesLn 11a$0
Legal feesLn 11b$9K
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$19K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$22K
TravelLn 17$16K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K
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$0
Total functional expensesLn 25$229K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $170K$288K 990 PDF
FY2024 $232K$310K−$78K$349K 990 PDF
FY2023 $235K$275K−$40K$427K 990 PDF
FY2022 $244K$259K−$15K$364K 990 PDF
FY2021 Viewing $243K$229K$14K$373K 990 PDF
FY2020 $273K$205K$67K$353K 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 $243,070 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $247,346$211,730
I-10 Investment income$0
I-11 Other revenuePrior year $25,568$31,340
I-12 Total revenuePrior year $272,914$243,070
I-13 Grants and similar amounts paidPrior year $23,068$5,758
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $131,501$149,686
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $50,852$73,224
I-18 Total expensesPrior year $205,421$228,668
I-19 Revenue less expensesPrior year $67,493$14,402
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 $243,070 across 4 lines filed
Lines not itemized here account for $140 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $211,730$211,730
VIII-6 Net rental income or lossRelated to mission $4,212$4,212
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $26,988$26,988
VIII-12 Total revenueRelated to mission $243,070$243,070
Part IX · Statement of functional expenses $228,668 across 30 lines filed
IX-1 Grants to domestic organizations$5,758
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$93,710
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$32,374
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$9,370
IX-10 Payroll taxes$14,232
IX-11a Management fees$0
IX-11b Legal fees$9,241
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$19,213
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$21,782
IX-17 Travel$15,887
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$1,971
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)$5,130
IX-24e All other expenses$0
IX-25 Total functional expenses$228,668
Part X · Balance sheet $481,632 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $205,916$220,318
X-10c Land, buildings and equipment, netStart of year $261,314$261,314
X-16 Total assetsStart of year $467,230$481,632
X-26 Total liabilitiesStart of year $114,575$108,863
X-32 Total net assets or fund balancesStart of year $352,655$372,769
X-33 Total liabilities and net assetsStart of year $467,230$481,632
Part XI · Reconciliation of net assets $372,769 net assets at year end
XI-1 Total revenue$243,070
XI-2 Total expenses$228,668
XI-3 Revenue less expenses$14,402
XI-4 Net assets at start of year$352,655
XI-9 Other changes in net assets$5,712
XI-10 Net assets at end of year$372,769

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

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