United Steelworkers FY2020 filing

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Represent 946 union members' rights, negotiate collective bargaining agreements for members' benefits and working conditions, and protect the rights of members under those agreements and federal and state laws.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
12¢ of each $1 spent went to programs.
$59K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
5 of 5
filings with a surplus
Average surplus $392K a year · 40% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
12%
of spending
Concern: 12% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$59K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $5.3M in investments, Pt X · Ln 11–13
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$891
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
946
of 946 voting members
Looks good: 946 of 946 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$926K
Spent
$375K
To programs
12%
Net assets
$5.8M
By yearFY2020–FY2024
Revenue
$926K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$926K
FY2021$1.1M
FY2022$834K
FY2023$800K
FY2024$1.2M
Expenses
$375K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$375K
FY2021$441K
FY2022$558K
FY2023$737K
FY2024$775K
Net assets
$5.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.8M
FY2021$6.4M
FY2022$6.7M
FY2023$6.8M
FY2024$7.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1940.

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

Where the money goes

12 cents of each dollar spent went to programs.

Program services 12% · $44K Management & general 88% · $331K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $59K paid to officers and key staff.

Part VII, Section A · reportable compensation
Representati
$7,572Pt VII · Sec A
Secretary-Tr
$7,554Pt VII · Sec A
$7,553Pt VII · Sec A
President
$7,510Pt VII · Sec A
$7,210Pt VII · Sec A
Representati
$5,400Pt VII · Sec A
Representati
$5,400Pt VII · Sec A
Representati
$5,400Pt VII · Sec A

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

NameFY2023FY2022FY2021FY2020
Shawn Stoces$27,602———
Brian Urevig$24,265———
Eric M Schultz$20,862$18,441$10,069$7,572
Steve Halajcsik$18,828———
Christopher M Hejmej$18,302$9,201$5,776—
David Dobrowski$14,437———
Shawn F Stoces—$14,408$10,302$7,554
Carolina Ramsey$13,769———

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 15aYes

Programs and updates

Advocates for union members, negotiating benefits and protecting rights.

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Provided by the organization

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3 programs · $43K · in their own filed words · FY2020
01

Donations under 5,000 individually and in the aggregate

$23Kprogram expense
02

Donation

North township trustee for COVID-19 relief assistance

$10Kprogram expense
03

Donation to asarco strike fund

$10Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $80K · 2020–2022
Usw 1-346 Charity Fund INCOH · FY2022$10,000
Usw Local 13-243TX · FY2022$10,000
Usw Local 13-243TX · FY2021$40,000
North Township TrusteeFY2020$10,000
John E ShinnPA · FY2020$10,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$926K
Ln 12
Gifts and grantsLn 1h$624K
Investment incomeLn 3$302K
Fees for servicesLn 2g$100
Money outPt IX
$375K
Ln 25
Programscol B$44K
Managementcol C$331K
Owns and owesPt X
$5.8M
net assets · Ln 32
Cash and savingsLn 1–2$169K
Total assetsLn 16$5.8M
LiabilitiesLn 26$891
PeoplePt VI, VII
9
listed · VII A
PaidVII A9
Voting boardVI 1a946
IndependentVI 1b946
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$624K
Fees for servicesLn 2g$100
Investment incomeLn 3$302K
Other incomeLn 4–11$45
Gains on assetsLn 7$193K
Total revenueLn 12$926K
Assets in detailPt X, end of year
CashLn 1$169K
Cash and savings togetherLn 1–2$169K
InvestmentsLn 11–13$5.3M
Land, buildings, equipmentLn 10c$265K
Other assetsLn 15$4
Total assetsLn 16$5.8M
LiabilitiesLn 26$891
Net assetsLn 32$5.8M
OperationsPt I, VI
EmployeesI 511
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$65K$169K
InvestmentsLn 11–13$4.9M$5.3M
Land, buildings, equipmentLn 10c$262K$265K
Total assetsLn 16$5.2M$5.8M
LiabilitiesLn 26$495$891
Net assetsLn 32$5.2M$5.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$43K$43K
Pay of current officers, directors and key staffLn 5$59K$59K
Other salaries and wagesLn 7$59K$59K
Pension plan contributionsLn 8$12K$12K
Other employee benefitsLn 9$39K$39K
Payroll taxesLn 10$11K$11K
Legal feesLn 11b$900$900
Accounting feesLn 11c$20K$20K
Investment management feesLn 11f$57K$57K
Office expensesLn 13$10K$10K
Information technologyLn 14$5K$5K
OccupancyLn 16$14K$14K
Conferences, conventions and meetingsLn 19$8K$8K
Depreciation, depletion and amortizationLn 22$17K$17K
Other expenses (24a–d)Ln 24$21K$21K
All other expensesLn 24e$50$50
Total functional expensesLn 25$375K$44K$331K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$775K$404K$7.2M 990 PDF
FY2023 $800K$737K$63K$6.8M 990 PDF
FY2022 $834K$558K$276K$6.7M 990 PDF
FY2021 $1.1M$441K$664K$6.4M 990 PDF
FY2020 Viewing $926K$375K$551K$5.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $926,444 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $571,375$624,131
I-9 Program service revenue$100
I-10 Investment incomePrior year $234,008$302,168
I-11 Other revenuePrior year $3,706$45
I-12 Total revenuePrior year $809,089$926,444
I-13 Grants and similar amounts paidPrior year $12,596$43,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $185,780$179,459
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $205,950$152,571
I-18 Total expensesPrior year $404,326$375,030
I-19 Revenue less expensesPrior year $404,763$551,414
Part VI · Governance 946 of 946 board members independent, 3 to look at
VI-1a Voting members of the governing body946
VI-1b Independent voting members946
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $926,444 across 7 lines filed
VIII-1b Membership dues$624,131
VIII-1h Total contributions, gifts and grants$624,131
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $100$100
VIII-3 Investment incomeExcluded from tax $109,354$109,354
VIII-7 Net gain or loss on sales of assetsRelated to mission −$139 · Excluded from tax $192,953$192,814
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $45$45
VIII-12 Total revenueRelated to mission −$139 · Excluded from tax $302,452$926,444
Part IX · Statement of functional expenses $375,030 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $43,000$43,000
IX-5 Pay of current officers, directors and key staffManagement $58,999$58,999
IX-7 Other salaries and wagesManagement $58,979$58,979
IX-8 Pension plan contributionsManagement $11,550$11,550
IX-9 Other employee benefitsManagement $39,123$39,123
IX-10 Payroll taxesManagement $10,808$10,808
IX-11b Legal feesPrograms $900$900
IX-11c Accounting feesManagement $19,985$19,985
IX-11f Investment management feesManagement $56,696$56,696
IX-13 Office expensesManagement $9,724$9,724
IX-14 Information technologyManagement $5,439$5,439
IX-16 OccupancyManagement $13,830$13,830
IX-19 Conferences, conventions and meetingsManagement $7,825$7,825
IX-22 Depreciation, depletion and amortizationManagement $17,407$17,407
IX-24 Other expenses (24a–d)Management $20,715$20,715
IX-24e All other expensesManagement $50$50
IX-25 Total functional expensesPrograms $43,900 · Management $331,130 · Fundraising $0$375,030
Part X · Balance sheet $5,776,938 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $64,989$169,136
X-10c Land, buildings and equipment, netStart of year $262,336$264,607
X-11 Publicly traded securitiesStart of year $4,897,799$5,343,191
X-15 Other assetsStart of year $4$4
X-16 Total assetsStart of year $5,225,128$5,776,938
X-25 Other liabilitiesStart of year $495$891
X-26 Total liabilitiesStart of year $495$891
X-27 Net assets without donor restrictionsStart of year $5,224,633$5,776,047
X-32 Total net assets or fund balancesStart of year $5,224,633$5,776,047
X-33 Total liabilities and net assetsStart of year $5,225,128$5,776,938
Part XI · Reconciliation of net assets $5,776,047 net assets at year end
XI-1 Total revenue$926,444
XI-2 Total expenses$375,030
XI-3 Revenue less expenses$551,414
XI-4 Net assets at start of year$5,224,633
XI-10 Net assets at end of year$5,776,047

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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