Civic Intelligence

United Steelworkers Intl Group Return

990 • Fiscal year 2017 • EIN 25-6063424

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 10, 2018

60 Blvd Of The AlliesPittsburgh, PA 15222

(412) 562-2400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

14th percentile

-1.9%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$261,919

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Asset Growth

14th percentile

-0.5%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

0.5%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$23,621,864

Down $116,714 (-0.5%) from 2016

Net Assets

Down

$23,621,864

Down $116,714 (-0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$5,854,188

Up $30,957 (+0.5%) from 2016

Expenses

Up

$5,966,935

Up $48,575 (+0.8%) from 2016

Net Income

Down

-$112,747

Down $17,618 (-19%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2013: $23,217,665Liabilities 2013: $0Net Assets 2013: $23,217,6652013Assets 2014: $23,644,023Liabilities 2014: $0Net Assets 2014: $23,644,0232014Assets 2015: $23,833,707Liabilities 2015: $0Net Assets 2015: $23,833,7072015Assets 2016: $23,738,578Liabilities 2016: $0Net Assets 2016: $23,738,5782016Assets 2017: $23,621,864Liabilities 2017: $0Net Assets 2017: $23,621,8642017Assets 2018: $23,586,282Liabilities 2018: $0Net Assets 2018: $23,586,2822018Assets 2020: $27,554,244Liabilities 2020: $0Net Assets 2020: $27,554,2442020Assets 2021: $29,220,211Liabilities 2021: $0Net Assets 2021: $29,220,2112021Assets 2022: $29,444,410Liabilities 2022: $0Net Assets 2022: $29,444,4102022Assets 2023: $28,787,892Liabilities 2023: $0Net Assets 2023: $28,787,8922023Assets 2024: $28,724,127Liabilities 2024: $0Net Assets 2024: $28,724,1272024

Highlighted filing

2017

Assets$23,621,864
Liabilities$0
Net Assets$23,621,864

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $5,196,464Expenses 2013: $4,367,944Net Income 2013: $828,5202013Revenue 2014: $5,151,087Expenses 2014: $4,423,015Net Income 2014: $728,0722014Revenue 2015: $5,739,101Expenses 2015: $5,549,417Net Income 2015: $189,6842015Revenue 2016: $5,823,231Expenses 2016: $5,918,360Net Income 2016: -$95,1292016Revenue 2017: $5,854,188Expenses 2017: $5,966,935Net Income 2017: -$112,7472017Revenue 2018: $5,998,857Expenses 2018: $6,034,439Net Income 2018: -$35,5822018Revenue 2020: $5,033,336Expenses 2020: $1,939,502Net Income 2020: $3,093,8342020Revenue 2021: $5,537,845Expenses 2021: $3,871,878Net Income 2021: $1,665,9672021Revenue 2022: $5,693,969Expenses 2022: $5,469,770Net Income 2022: $224,1992022Revenue 2023: $6,105,016Expenses 2023: $6,761,534Net Income 2023: -$656,5182023Revenue 2024: $6,191,325Expenses 2024: $6,255,090Net Income 2024: -$63,7652024

Highlighted filing

2017

Revenue$5,854,188
Expenses$5,966,935
Net Income-$112,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$16,214,580
Mission and Program Overview

Mission

Work together to improve jobs, build a better future, promote fairness, justice and equality in the workplace and society.

Work together to promote fairness, justice & equality in the workplace & in society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,699,514$9,100,648▲ $401,134
Investments in Publicly Traded Securities$8,693,047$8,276,530▼ $416,517
Savings and Temporary Cash Investments$6,340,779$6,239,448▼ $101,331
Land, Buildings, and Equipment, Net$5,238$5,238→ $0
Total Assets$23,738,578$23,621,864▼ $116,714
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,040,293$15,340,096▲ $299,803
Temporarily Rstr Net Assets$8,698,285$8,281,768▼ $416,517
Total Net Assets Fund Balance$23,738,578$23,621,864▼ $116,714
Total Liabilities and Net Assets / Fund Balance$23,738,578$23,621,864▼ $116,714

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,238-$5,238
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leo W GerardPresident
Carol LandryVice President
Fredrick D RedmondVice President
Jon T GeenenVice President
Thomas M ConwayVice President
Alain CroteauDirector
David R MccallDirector
Emil a RamirezDirector
Ernest R ThompsonDirector
John E ShinnDirector
Michael BoltonDirector
Michael R MillsapDirector
Orville M WarrenDirector
R Daniel FlippoDirector
Robert J McauliffeDirector
Robert LaventureDirector
Ruben a GarzaDirector
Steve HuntDirector
Kenneth G NeumannNational Director-canada
Lee Ann FosterAssistant
Daniel M KovalikAssistant General Counsel
Bruce a FickmanAssociate General Counsel
Christopher YoungmarkDepartment Head
Richard J BreanGeneral Counsel
Stanley W JohnsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,303,260
Investment Income
$550,928
Other Revenue
$0
Change in Net Assets
$-112,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,378,466
Grants and Similar Amounts Paid$588,469
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$3,770,465
Travel---$1,150,729
Grants to Domestic Orgs---$577,584
Office Expenses---$113,670
Payments to Affiliates---$58,036
Fees for Services Legal---$42,887
Fees for Services Other---$33,000
Insurance---$31,019
Grants to Domestic Individuals---$10,885
Other Expenses---$5,650
Occupancy---$391
Total Functional Expenses$0$0$0$5,966,935
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Steelworkers Charitable and Educational OrganizationPittsburgh, PA501 (c)(3)General Support$184,724
Peggy Browning FundPhiladephia, PA501 (c)(3)General Support$18,000
New Jersey State Afl-cio CopeTrenton, NJ501 (c)(5)General Support$16,000
Work Environment Council of New JerseyEwing, NJ501 (c)(3)General Support$11,000
Tennessee Afl-cio Labor CouncilNashville, TN501 (c)(5)General Support$8,525
National College Players Association (ncpa)Norco, CA501 (c)(3)General Support$8,000
Alliance for Global JusticeTucson, AZ501 (c)(3)General Support$7,000
Kentucky State Afl-cioFrankfort, KY501 (c)(5)General Support$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$16,030
Total Exempt Function Spending$16,030
Section 527 Activity Spending$4,330

Section 527 Organizations

OrganizationLocationAmount
01-0478979Augusta, ME$5,000
87-0256343Salt Lake City, UT$4,200
93-0404755Portland, OR$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Business relationship: all individuals listed in part vii, section a. Each individual listed above as having a business relationship is employed by united steel, paper and forestry, rubber, manufacturing, energy, allied industrial and service workers international union for which they also serve as either an officer, director or highly compensated employee.

Form 990, Part VI, Section A, Line 6

Active members pay full dues. They have the right to vote. Associate members do not meet the requirement for full membership. They are not employed in a bargaining unit represented by the union. Associate members are entitled to vote within the associate member organization. Associate members do not pay full regular dues.

Form 990, Part VI, Section A, Line 7A

Active members in good standing may vote in local and international elections.

Form 990, Part VI, Section A, Line 7B

Constitutional amendments may be made by a majority vote of the delegates at the international convention.

Form 990, Part VI, Section A, Line 8B

The international executive board does not authorize committees to act on its behalf, therefore, no minutes are necessary.

Form 990, Part VI, Section B, Line 11B

The completed form 990 was reviewed by financial management. Upon completion of the review, copies of the return were provided to the international executive board and discussed at a meeting before filing with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The union does not routinely make such documents available to the public.

FORM 990, PART VI, SECTION B, QUESTIONS 15A AND 15B:

All base salaries of the international officers and district directors were approved by majority vote of members, all of whom are independent with respect to compensation matters, in august 2014. Annual salary changes are benchmarked against changes in usw members earnings. Therefore, the process incorporates comparability data and is intended to satisfy the reasonable compensation safe harbor set forth in the internal revenue code and the regulations enacted thereunder. All amendments to the constitution are approved by a majority of usw members all of whom are independent with respect to compensation matters.

Filing and Contact Details

Filer

Filer Name
United Steelworkers Intl Group Return
EIN
25-6063424
Phone
4125622400
Address
60 BLVD OF THE ALLIES, PITTSBURGH, PA 15222

Signing Officer

Name
Stanley W Johnson
Title
Secretary-treasurer
Phone
4125622400
Signed
2018-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leo W Gerard
Voting Board Members
20
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222-5416
Preparer
Susan M Kirsch
Phone
4122613644
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IRS990/Form990PartVIISectionAGrp/PersonNm3FREDRICK D REDMOND
IRS990/Form990PartVIISectionAGrp/PersonNm4KENNETH G NEUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROL LANDRY
IRS990/Form990PartVIISectionAGrp/PersonNm6JON T GEENEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID R MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL BOLTON
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IRS990/Form990PartVIISectionAGrp/PersonNm12ORVILLE M WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL R MILLSAP
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IRS990/Form990PartVIISectionAGrp/PersonNm15R DANIEL FLIPPO
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IRS990/Form990PartVIISectionAGrp/PersonNm17EMIL A RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm18ROBERT LAVENTURE
IRS990/Form990PartVIISectionAGrp/PersonNm19RUBEN A GARZA
IRS990/Form990PartVIISectionAGrp/PersonNm20RICHARD J BREAN
IRS990/Form990PartVIISectionAGrp/PersonNm21CHRISTOPHER YOUNGMARK
IRS990/Form990PartVIISectionAGrp/PersonNm22BRUCE A FICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23DANIEL M KOVALIK
IRS990/Form990PartVIISectionAGrp/PersonNm24LEE ANN FOSTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4NATIONAL DIRECTOR-CANADA
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt21DEPARTMENT HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOCIATE GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSISTANT
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IRS990/MissionDesc0WORK TOGETHER TO IMPROVE JOBS, BUILD A BETTER FUTURE, PROMOTE FAIRNESS, JUSTICE AND EQUALITY IN THE WORKPLACE AND SOCIETY.
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