United Steelworkers FY2021 filing

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To monitor and improve working conditions for members.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$71K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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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
5 of 6
filings with a surplus
Average surplus $49K a year · 16% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$71K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
21 mo
of spending, in cash
Plus $1.9M in investments, Pt X · Ln 11–13
Looks good: 20.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$13K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 11 voting members
Worth a look: 2 of 11 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$287K
-30% vs prior year
Spent
$223K
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$287K
FY2021▼ -30%
Tap a bar for its year
Revenue by fiscal year
FY2020$412K
FY2021$287K
FY2022$237K
FY2023$273K
FY2024$275K
FY2025$324K
Expenses
$223K
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$226K
FY2021$223K
FY2022$230K
FY2023$333K
FY2024$258K
FY2025$243K
Net assets
$2.4M
FY2021▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.4M
FY2022$2.2M
FY2023$2.4M
FY2024$2.6M
FY2025$2.8M

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

17 people listed on the 990; $71K paid to officers and key staff.

Part VII, Section A · reportable compensation
Local Treasurer, Unit Chairman
$11,845Pt VII · Sec A
Financial Secretary
$10,264Pt VII · Sec A
Local President
$10,148Pt VII · Sec A
Local Recording Secretary
$9,385Pt VII · Sec A
Unit Griever
$6,850Pt VII · Sec A
$5,023Pt VII · Sec A
$4,014Pt VII · Sec A
Trustee
$3,834Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Donald Borne$14,364$17,988$21,472———
Wade Spears$7,852$11,709$15,816———
Borne Donald———$15,547$11,845—
Johnnie Bonds$13,932$9,986$15,077———
Eric Roy$11,128$11,111$13,081———
Earl Alleman$5,917$9,034$12,103———
Spears Wade———$11,522$9,385$2,227
Alleman Earl———$10,369$10,264—

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 better worker safety and fair treatment.

Questions for United Steelworkers

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Provided by the organization

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1 program · in their own filed words · FY2021
01

Meet with industry and union officials to resolve members' grievances under the collective bargaining agreement.

Pt IX · col B

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 · 1 grant · $10K · 2021–2021
United SteelworkersTX · FY2021$10,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$287K
Ln 12
Fees for servicesLn 2g$281K
Investment incomeLn 3$5K
Other incomeLn 4–11$1K
Money outPt IX
$223K
Ln 25
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$385K
Total assetsLn 16$2.4M
LiabilitiesLn 26$13K
PeoplePt VI, VII
17
listed · VII A
PaidVII A15
Voting boardVI 1a11
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$281K
Investment incomeLn 3$5K
Other incomeLn 4–11$1K
Total revenueLn 12$287K
Assets in detailPt X, end of year
SavingsLn 2$385K
Cash and savings togetherLn 1–2$385K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$117K
Total assetsLn 16$2.4M
LiabilitiesLn 26$13K
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 527
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.2M$385K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$122K$117K
Total assetsLn 16$2.3M$2.4M
LiabilitiesLn 26$1K$13K
Net assetsLn 32$2.3M$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$13K
Grants to domestic individualsLn 2$704
Pay of current officers, directors and key staffLn 5$71K
Other salaries and wagesLn 7$15K
Payroll taxesLn 10$7K
Legal feesLn 11b$11K
Accounting feesLn 11c$12K
Investment management feesLn 11f$7
Office expensesLn 13$13K
OccupancyLn 16$23K
TravelLn 17$18K
Payments to affiliatesLn 21$4K
Depreciation, depletion and amortizationLn 22$26K
InsuranceLn 23$618
Other expenses (24a–d)Ln 24$9K
Total functional expensesLn 25$223K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $324K$243K$81K$2.8M 990 PDF
FY2024 $275K$258K$17K$2.6M 990 PDF
FY2023 $273K$333K−$60K$2.4M 990 PDF
FY2022 $237K$230K$6K$2.2M 990 PDF
FY2021 Viewing $287K$223K$64K$2.4M 990 PDF
FY2020 $412K$226K$185K$2.3M 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 $287,367 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $391,112$281,130
I-10 Investment incomePrior year $14,067$4,899
I-11 Other revenuePrior year $6,502$1,338
I-12 Total revenuePrior year $411,681$287,367
I-13 Grants and similar amounts paidPrior year $4,368$13,854
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $48,397$93,047
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $173,686$116,112
I-18 Total expensesPrior year $226,451$223,013
I-19 Revenue less expensesPrior year $185,230$64,354
Part VI · Governance 2 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members2
VI-13 Written whistleblower 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
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $287,367 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $281,130$281,130
VIII-3 Investment incomeExcluded from tax $4,899$4,899
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,338$1,338
VIII-12 Total revenueRelated to mission $282,468 · Unrelated business $0 · Excluded from tax $4,899$287,367
Part IX · Statement of functional expenses $223,013 across 15 lines filed
IX-1 Grants to domestic organizations$13,150
IX-2 Grants to domestic individuals$704
IX-5 Pay of current officers, directors and key staff$71,325
IX-7 Other salaries and wages$14,644
IX-10 Payroll taxes$7,078
IX-11b Legal fees$10,554
IX-11c Accounting fees$12,400
IX-11f Investment management fees$7
IX-13 Office expenses$13,100
IX-16 Occupancy$22,770
IX-17 Travel$17,608
IX-21 Payments to affiliates$4,221
IX-22 Depreciation, depletion and amortization$25,951
IX-23 Insurance$618
IX-24 Other expenses (24a–d)$8,883
IX-25 Total functional expenses$223,013
Part X · Balance sheet $2,376,361 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $2,179,773$384,651
X-10c Land, buildings and equipment, netStart of year $122,316$117,387
X-11 Publicly traded securities$1,874,323
X-16 Total assetsStart of year $2,302,089$2,376,361
X-17 Accounts payable and accrued expensesStart of year $1,034$12,683
X-26 Total liabilitiesStart of year $1,034$12,683
X-32 Total net assets or fund balancesStart of year $2,301,055$2,363,678
X-33 Total liabilities and net assetsStart of year $2,302,089$2,376,361
Part XI · Reconciliation of net assets $2,363,678 net assets at year end
XI-1 Total revenue$287,367
XI-2 Total expenses$223,013
XI-3 Revenue less expenses$64,354
XI-4 Net assets at start of year$2,301,055
XI-5 Net unrealized gains (losses) on investments−$1,731
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,363,678

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

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