United Steelworkers FY2022 filing

Not tax-deductible

Cincinnati, OH501(c)(5)EIN 31-0735097Revenue $244K in FY2022

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

$92K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2022 · 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
$92K
to officers and key staff · 36% of spending
Concern: pay to officers and key staff is 36% of spending; over 30%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$103K
22% of total assets
Looks good: liabilities are 22% 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
$244K
+0.5% vs prior year
Spent
$259K
Net assets
$364K
By yearFY2020–FY2025
Revenue
$244K
FY2022+0.5%
Tap a bar for its year
Revenue by fiscal year
FY2020$273K
FY2021$243K
FY2022$244K
FY2023$235K
FY2024$232K
FY2025$170K
Expenses
$259K
FY2022▲ +13%
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
$364K
FY2022▼ -2%
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 FY2022 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 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

13 people listed on the 990; $92K paid to officers and key staff.

Part VII, Section A · reportable compensation
Treasurer
$20,319Pt VII · Sec A
President
$16,372Pt VII · Sec A
Financial Secretary
$13,688Pt VII · Sec A
Recording Secretary
$7,200Pt VII · Sec A
$5,528Pt VII · Sec A
Committeeman
$5,290Pt VII · Sec A
$4,956Pt VII · Sec A
Committeeman
$4,892Pt 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 · FY2022
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 FY2022 990, line by line.

1The main four
Money inPt VIII
$244K
Ln 12
Fees for servicesLn 2g$230K
Other incomeLn 4–11$14K
Money outPt IX
$259K
Ln 25
Owns and owesPt X
$364K
net assets · Ln 32
Cash and savingsLn 1–2$205K
Total assetsLn 16$467K
LiabilitiesLn 26$103K
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$230K
Other incomeLn 4–11$14K
Total revenueLn 12$244K
Assets in detailPt X, end of year
CashLn 1$205K
Cash and savings togetherLn 1–2$205K
Land, buildings, equipmentLn 10c$261K
Total assetsLn 16$467K
LiabilitiesLn 26$103K
Net assetsLn 32$364K
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 FY22End FY22
Cash and savingsLn 1–2$220K$205K
Land, buildings, equipmentLn 10c$261K$261K
Total assetsLn 16$482K$467K
LiabilitiesLn 26$109K$103K
Net assetsLn 32$373K$364K
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$93K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$44K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$28K
Management feesLn 11a$0
Legal feesLn 11b$2K
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$9K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$16K
TravelLn 17$34K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$4K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$2K
All other expensesLn 24e$23K
Total functional expensesLn 25$259K

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 Viewing $244K$259K−$15K$364K 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $244,201 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $211,730$229,789
I-10 Investment income$0
I-11 Other revenuePrior year $31,340$14,412
I-12 Total revenuePrior year $243,070$244,201
I-13 Grants and similar amounts paidPrior year $5,758$5,869
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $149,686$164,589
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $73,224$88,810
I-18 Total expensesPrior year $228,668$259,268
I-19 Revenue less expensesPrior year $14,402−$15,067
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 $244,201 across 4 lines filed
Lines not itemized here account for $1,788 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $229,789$229,789
VIII-6 Net rental income or lossRelated to mission $3,927$3,927
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,697$8,697
VIII-12 Total revenueRelated to mission $244,201$244,201
Part IX · Statement of functional expenses $259,268 across 30 lines filed
IX-1 Grants to domestic organizations$5,869
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$92,734
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$44,057
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$27,798
IX-11a Management fees$0
IX-11b Legal fees$1,711
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$9,065
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$15,643
IX-17 Travel$34,122
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$3,893
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)$1,770
IX-24e All other expenses$22,606
IX-25 Total functional expenses$259,268
Part X · Balance sheet $466,564 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $220,318$205,250
X-10c Land, buildings and equipment, netStart of year $261,314$261,314
X-16 Total assetsStart of year $481,632$466,564
X-26 Total liabilitiesStart of year $108,863$102,772
X-32 Total net assets or fund balancesStart of year $372,769$363,792
X-33 Total liabilities and net assetsStart of year $481,632$466,564
Part XI · Reconciliation of net assets $363,792 net assets at year end
XI-1 Total revenue$244,201
XI-2 Total expenses$259,268
XI-3 Revenue less expenses−$15,067
XI-4 Net assets at start of year$372,769
XI-9 Other changes in net assets$6,090
XI-10 Net assets at end of year$363,792

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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