United Steelworkers FY2021 filing

Not tax-deductible

Summit, IL501(c)(5)Since 1944Mutual / membership EIN 36-2024108Revenue $263K in FY2021

On file with the IRS6305 S Archer Rd, 60501-1823 · Summit, ILTax-exempt since Dec 1940

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Collective bargaining; to bargain for better hours, wages and working conditions, enforce the collective bargaining agreement and represent the membership in compliance with federal and state laws.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$37K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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
6 of 6
filings with a surplus
Average surplus $75K a year · 24% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$37K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
40 mo
of spending, in cash
Looks good: 39.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 23 voting members
Concern: none of 23 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$263K
-25% vs prior year
Spent
$192K
To programs
0%
Net assets
$813K
By yearFY2020–FY2025
Revenue
$263K
FY2021▼ -25%
Tap a bar for its year
Revenue by fiscal year
FY2020$349K
FY2021$263K
FY2022$328K
FY2023$301K
FY2024$294K
FY2025$352K
Expenses
$192K
FY2021▼ -15%
Tap a bar for its year
Expenses by fiscal year
FY2020$226K
FY2021$192K
FY2022$324K
FY2023$210K
FY2024$248K
FY2025$238K
Net assets
$813K
FY2021▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$742K
FY2021$813K
FY2022$818K
FY2023$909K
FY2024$955K
FY2025$1.1M

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

16 people listed on the 990; $37K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$13,664Pt VII · Sec A
$8,875Pt VII · Sec A
Recording Secretary
$3,349Pt VII · Sec A
Fin Sec/ Treas
$2,975Pt VII · Sec A
Vice President
$1,898Pt VII · Sec A
$1,791Pt VII · Sec A
$1,325Pt VII · Sec A
$893Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Derrick Davis$24,643$35,923$29,804$47,398$13,664$11,599
Justin Willis$5,100$7,010$16,394$17,805$8,875$1,368
Craig Pittman—————$11,977
Timothy Graham—$6,593————
Marlynn Payne—$1,561$5,746$1,698$893$240
Pat Hackett$272$4,033$4,542$120$3,349$240
Gary Beaty$4,030$4,271$2,475$2,088—$180
Kimberly Schehr—$240$3,623$881—$180

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

Negotiates contracts for fair pay, hours, and conditions, and enforces them for members.

Questions for United Steelworkers

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1 program · in their own filed words · FY2021
01

The local union continues in an ongoing effort to defend and enforce the negotiated collective bargained agreement for our members wages, benefits and working conditions. The members dues, related income and expenses are used to carry out these activities.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$263K
Ln 12
Fees for servicesLn 2g$262K
Investment incomeLn 3$1K
Money outPt IX
$192K
Ln 25
Owns and owesPt X
$813K
net assets · Ln 32
Cash and savingsLn 1–2$636K
Total assetsLn 16$821K
LiabilitiesLn 26$8K
PeoplePt VI, VII
16
listed · VII A
PaidVII A13
Voting boardVI 1a23
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$262K
Investment incomeLn 3$1K
Gains on assetsLn 7$0
Total revenueLn 12$263K
Assets in detailPt X, end of year
CashLn 1$375K
SavingsLn 2$261K
Cash and savings togetherLn 1–2$636K
Land, buildings, equipmentLn 10c$185K
Other assetsLn 15$700
Total assetsLn 16$821K
LiabilitiesLn 26$8K
Net assetsLn 32$813K
OperationsPt I, VI
EmployeesI 520
VolunteersI 60
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$560K$636K
Land, buildings, equipmentLn 10c$185K$185K
Total assetsLn 16$746K$821K
LiabilitiesLn 26$4K$8K
Net assetsLn 32$742K$813K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$250
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$12K
Pay of current officers, directors and key staffLn 5$34K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$58K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$29K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$27K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$1K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K
All other expensesLn 24e$26K
Total functional expensesLn 25$192K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $352K$238K$113K$1.1M 990 PDF
FY2024 $294K$248K$46K$955K 990 PDF
FY2023 $301K$210K$91K$909K 990 PDF
FY2022 $328K$324K$5K$818K 990 PDF
FY2021 Viewing $263K$192K$72K$813K 990 PDF
FY2020 $349K$226K$124K$742K 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 FY2021 990 (6 parts)
Part I · Summary $263,446 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $349,463$262,240
I-10 Investment incomePrior year $34$1,206
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $349,497$263,446
I-13 Grants and similar amounts paidPrior year $1,000$250
I-14 Benefits paid to membersPrior year $13,814$12,247
I-15 Salaries and benefitsPrior year $105,920$120,522
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $104,848$58,719
I-18 Total expensesPrior year $225,582$191,738
I-19 Revenue less expensesPrior year $123,915$71,708
Part VI · Governance 0 of 23 board members independent, 3 to look at
VI-1a Voting members of the governing body23
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 $263,446 across 15 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $262,240 · Unrelated business $0 · Excluded from tax $0$262,240
VIII-3 Investment incomeRelated to mission $1,206 · Unrelated business $0 · Excluded from tax $0$1,206
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $263,446 · Unrelated business $0 · Excluded from tax $0$263,446
Part IX · Statement of functional expenses $191,738 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$250
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$12,247
IX-5 Pay of current officers, directors and key staff$33,877
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$58,140
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$28,505
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$27,355
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$1,467
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$1,206
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$2,776
IX-24e All other expenses$25,915
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$191,738
Part X · Balance sheet $821,236 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $302,042$374,904
X-2 Savings and temporary cash investmentsStart of year $258,196$260,632
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $185,000$185,000
X-15 Other assetsStart of year $700$700
X-16 Total assetsStart of year $745,938$821,236
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $4,408$7,998
X-26 Total liabilitiesStart of year $4,408$7,998
X-27 Net assets without donor restrictionsStart of year $741,530$813,238
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $741,530$813,238
X-33 Total liabilities and net assetsStart of year $745,938$821,236
Part XI · Reconciliation of net assets $813,238 net assets at year end
XI-1 Total revenue$263,446
XI-2 Total expenses$191,738
XI-3 Revenue less expenses$71,708
XI-4 Net assets at start of year$741,530
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$813,238

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

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