United Steelworkers FY2023 filing

Not tax-deductible

Whiting, IN501(c)(5)Mutual / membership EIN 35-0679800Revenue $800K in FY2023Latest return filed Nov 3, 2025

On file with the IRSusw7-1.org2045 Schrage Ave, 46394-2008 · Whiting, INTax-exempt since Dec 1940

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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.
3¢ of each $1 spent went to programs.
$166K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
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
3%
of spending
Concern: 3% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$166K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $6.4M in investments, Pt X · Ln 11–13
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$13K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
929
of 929 voting members
Looks good: 929 of 929 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$800K
-4% vs prior year
Spent
$737K
To programs
3%
Net assets
$6.8M
By yearFY2020–FY2024
Revenue
$800K
FY2023▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$926K
FY2021$1.1M
FY2022$834K
FY2023$800K
FY2024$1.2M
Expenses
$737K
FY2023▲ +32%
Tap a bar for its year
Expenses by fiscal year
FY2020$375K
FY2021$441K
FY2022$558K
FY2023$737K
FY2024$775K
Net assets
$6.8M
FY2023▲ +0.9%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

3 cents of each dollar spent went to programs.

Program services 3% · $23K Management & general 97% · $714K

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

13 people listed on the 990; $166K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President
$27,602Pt VII · Sec A
Representative
$24,265Pt VII · Sec A
$20,862Pt VII · Sec A
Representative
$18,828Pt VII · Sec A
Secretarytreasurer
$18,302Pt VII · Sec A
Representative
$14,437Pt VII · Sec A
Representative
$13,769Pt VII · Sec A
Representative
$13,723Pt 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 · $23K · in their own filed words · FY2023
01

Legal, arbitration, mediation and negotiation costs on behalf of local union members

$17Kprogram expense
02

Donation to samantha higgins for scott higgins passed away on site

$5Kprogram expense
03

Miscellaneous donations on behalf of employees

$1Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$800K
Ln 12
Gifts and grantsLn 1h$610K
Investment incomeLn 3$189K
Other incomeLn 4–11$1K
Money outPt IX
$737K
Ln 25
Programscol B$23K
Managementcol C$714K
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$83K
Total assetsLn 16$6.8M
LiabilitiesLn 26$13K
PeoplePt VI, VII
13
listed · VII A
PaidVII A12
Voting boardVI 1a929
IndependentVI 1b929
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$610K
Investment incomeLn 3$189K
Other incomeLn 4–11$1K
Gains on assetsLn 7$40K
Total revenueLn 12$800K
Assets in detailPt X, end of year
CashLn 1$83K
Cash and savings togetherLn 1–2$83K
InvestmentsLn 11–13$6.4M
Land, buildings, equipmentLn 10c$268K
Other assetsLn 15$4
Total assetsLn 16$6.8M
LiabilitiesLn 26$13K
Net assetsLn 32$6.8M
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 FY23End FY23
Cash and savingsLn 1–2$215K$83K
InvestmentsLn 11–13$6.2M$6.4M
Land, buildings, equipmentLn 10c$290K$268K
Total assetsLn 16$6.7M$6.8M
LiabilitiesLn 26$3K$13K
Net assetsLn 32$6.7M$6.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K$6K
Pay of current officers, directors and key staffLn 5$166K$166K
Other salaries and wagesLn 7$60K$60K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$76K$76K
Payroll taxesLn 10$22K$22K
Legal feesLn 11b$14K$14K
Accounting feesLn 11c$20K$20K
Investment management feesLn 11f$61K$61K
Office expensesLn 13$13K$13K
Information technologyLn 14$10K$10K
OccupancyLn 16$14K$14K
Conferences, conventions and meetingsLn 19$11K$11K
Depreciation, depletion and amortizationLn 22$23K$23K
Other expenses (24a–d)Ln 24$227K$3K$224K
All other expensesLn 24e$11K$11K
Total functional expensesLn 25$737K$23K$714K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 3, 2025 $1.2M$775K$404K$7.2M 990 PDF
FY2023 ViewingFiled with the IRS Nov 12, 2024 $800K$737K$63K$6.8M 990 PDF
FY2022Filed with the IRS Aug 4, 2023 $834K$558K$276K$6.7M 990 PDF
FY2021Filed with the IRS Aug 9, 2022 $1.1M$441K$664K$6.4M 990 PDF
FY2020Filed with the IRS May 7, 2021 $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 FY2023 990 (6 parts)
Part I · Summary $799,966 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $633,005$609,551
I-9 Program service revenue$0
I-10 Investment incomePrior year $197,821$189,226
I-11 Other revenuePrior year $3,357$1,189
I-12 Total revenuePrior year $834,183$799,966
I-13 Grants and similar amounts paidPrior year $24,931$6,100
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $229,413$326,826
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $303,690$404,124
I-18 Total expensesPrior year $558,034$737,050
I-19 Revenue less expensesPrior year $276,149$62,916
Part VI · Governance 929 of 929 board members independent, 3 to look at
VI-1a Voting members of the governing body929
VI-1b Independent voting members929
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 $799,966 across 6 lines filed
VIII-1b Membership dues$609,551
VIII-1h Total contributions, gifts and grants$609,551
VIII-3 Investment incomeExcluded from tax $148,913$148,913
VIII-7 Net gain or loss on sales of assetsExcluded from tax $40,313$40,313
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,189$1,189
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $190,415$799,966
Part IX · Statement of functional expenses $737,050 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $6,100$6,100
IX-5 Pay of current officers, directors and key staffManagement $165,681$165,681
IX-7 Other salaries and wagesManagement $59,885$59,885
IX-8 Pension plan contributionsManagement $3,780$3,780
IX-9 Other employee benefitsManagement $75,882$75,882
IX-10 Payroll taxesManagement $21,598$21,598
IX-11b Legal feesPrograms $14,408$14,408
IX-11c Accounting feesManagement $20,200$20,200
IX-11f Investment management feesManagement $61,015$61,015
IX-13 Office expensesManagement $12,669$12,669
IX-14 Information technologyManagement $9,545$9,545
IX-16 OccupancyManagement $13,859$13,859
IX-19 Conferences, conventions and meetingsManagement $11,122$11,122
IX-22 Depreciation, depletion and amortizationManagement $23,385$23,385
IX-24 Other expenses (24a–d)Programs $2,690 · Management $224,197$226,887
IX-24e All other expensesManagement $11,034$11,034
IX-25 Total functional expensesPrograms $23,198 · Management $713,852 · Fundraising $0$737,050
Part X · Balance sheet $6,792,295 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $215,302$83,337
X-10c Land, buildings and equipment, netStart of year $289,670$267,899
X-11 Publicly traded securitiesStart of year $6,214,823$6,441,055
X-15 Other assetsStart of year $4$4
X-16 Total assetsStart of year $6,719,799$6,792,295
X-25 Other liabilitiesStart of year $3,194$12,774
X-26 Total liabilitiesStart of year $3,194$12,774
X-27 Net assets without donor restrictionsStart of year $6,716,605$6,779,521
X-32 Total net assets or fund balancesStart of year $6,716,605$6,779,521
X-33 Total liabilities and net assetsStart of year $6,719,799$6,792,295
Part XI · Reconciliation of net assets $6,779,521 net assets at year end
XI-1 Total revenue$799,966
XI-2 Total expenses$737,050
XI-3 Revenue less expenses$62,916
XI-4 Net assets at start of year$6,716,605
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,779,521

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

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