United Steelworkers FY2020 filing

Not tax-deductible

West Allis, WI501(c)(5)EIN 39-0368035Revenue $192K in FY2020

On file with the IRS12034 W Adler Ln, 53214-1006 · West Allis, WITax-exempt since Feb 1937

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Labor union enforced the collective bargaining agreement to better the working conditions of the local union and provide representation to its members.

$65K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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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
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 $36K a year · 14% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$65K
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
37 mo
of spending, in cash
Looks good: 37.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 8 voting members
Concern: none of 8 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$192K
Spent
$192K
Net assets
$596K
By yearFY2020–FY2025
Revenue
$192K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$192K
FY2021$257K
FY2022$269K
FY2023$270K
FY2024$269K
FY2025$248K
Expenses
$192K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$192K
FY2021$171K
FY2022$205K
FY2023$269K
FY2024$268K
FY2025$183K
Net assets
$596K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$596K
FY2021$682K
FY2022$746K
FY2023$758K
FY2024$759K
FY2025$824K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 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 Feb 1937.

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

Who runs it and what they're paid

8 people listed on the 990; $65K paid to officers and key staff.

Part VII, Section A · reportable compensation
Financial Secretary
$35,982Pt VII · Sec A
President
$11,681Pt VII · Sec A
$3,268Pt VII · Sec A
$3,255Pt VII · Sec A
Recording Secretary
$3,123Pt VII · Sec A
$2,886Pt VII · Sec A
Trustee
$2,656Pt VII · Sec A
$2,372Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Katzka——$41,101$35,639$3,262$2,886
Michael Hoppe————$39,497$35,982
Robert Loose$22,964$14,916————
Andrew Warby—$12,145$17,068———
Andrew Worby$15,412——$12,245$7,351—
Craig Spicer——$13,025$7,389$4,330—
Mark Ellers—————$11,681
Ashley Cook$11,393$7,046————

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, enforcing agreements to improve conditions and provide representation.

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1 program · in their own filed words · FY2020
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 FY2020 990, line by line.

1The main four
Money inPt VIII
$192K
Ln 12
Fees for servicesLn 2g$188K
Other incomeLn 4–11$2K
Investment incomeLn 3$2K
Money outPt IX
$192K
Ln 25
Owns and owesPt X
$596K
net assets · Ln 32
Cash and savingsLn 1–2$596K
Total assetsLn 16$596K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A8
Voting boardVI 1a8
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$188K
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Total revenueLn 12$192K
Assets in detailPt X, end of year
CashLn 1$94K
SavingsLn 2$501K
Cash and savings togetherLn 1–2$596K
Total assetsLn 16$596K
LiabilitiesLn 26$0
Net assetsLn 32$596K
OperationsPt I, VI
EmployeesI 545
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 FY20End FY20
Cash and savingsLn 1–2$596K$596K
Total assetsLn 16$596K$596K
LiabilitiesLn 26$0$0
Net assetsLn 32$596K$596K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K
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$65K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$32K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$8K
Management feesLn 11a$0
Legal feesLn 11b$10K
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$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$6K
TravelLn 17$30K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$425
InterestLn 20$0
Payments to affiliatesLn 21$7K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$8K
All other expensesLn 24e$427
Total functional expensesLn 25$192K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $248K$183K$65K$824K 990 PDF
FY2024 $269K$268K$925$759K 990 PDF
FY2023 $270K$269K$1K$758K 990 PDF
FY2022 $269K$205K$64K$746K 990 PDF
FY2021 $257K$171K$86K$682K 990 PDF
FY2020 Viewing $192K$192K$223$596K 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 $192,193 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $221,340$187,543
I-10 Investment incomePrior year $1,453$2,202
I-11 Other revenuePrior year $6,797$2,448
I-12 Total revenuePrior year $229,590$192,193
I-13 Grants and similar amounts paidPrior year $14,522$2,406
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $161,509$104,617
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $132,077$84,947
I-18 Total expensesPrior year $308,108$191,970
I-19 Revenue less expensesPrior year −$78,518$223
Part VI · Governance 0 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
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 $192,193 across 3 lines filed
Lines not itemized here account for $2,448 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $187,543$187,543
VIII-3 Investment incomeRelated to mission $2,202$2,202
VIII-12 Total revenueRelated to mission $192,193$192,193
Part IX · Statement of functional expenses $191,970 across 30 lines filed
IX-1 Grants to domestic organizations$2,406
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$65,223
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$31,534
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$7,860
IX-11a Management fees$0
IX-11b Legal fees$10,332
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$22,216
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$6,000
IX-17 Travel$30,318
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$425
IX-20 Interest$0
IX-21 Payments to affiliates$7,364
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)$7,865
IX-24e All other expenses$427
IX-25 Total functional expenses$191,970
Part X · Balance sheet $595,777 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $37,884$94,357
X-2 Savings and temporary cash investmentsStart of year $557,670$501,420
X-16 Total assetsStart of year $595,554$595,777
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $595,554$595,777
X-33 Total liabilities and net assetsStart of year $595,554$595,777
Part XI · Reconciliation of net assets $595,777 net assets at year end
XI-1 Total revenue$192,193
XI-2 Total expenses$191,970
XI-3 Revenue less expenses$223
XI-4 Net assets at start of year$595,554
XI-10 Net assets at end of year$595,777

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

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