Civic Intelligence

United Steel Workers Local 625 Benefit Trust

EIN 26-6687118 • 501(c)9 • Niagara Falls, NY

View Organization Page

Profile

To provide medical and dental insurance benefits for eligible participants of united steel workers local 625 employees of morton salt.

2914 Pine AvenueNiagara Falls, NY 14301

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

31st percentile

0.3%

Higher net margin than 31% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

0.4%

Faster asset growth than 27% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$2,026,409

Up $8,895 (+0.4%) from 2023

Liabilities

Up

$6,688

Up $2,789 (+72%) from 2023

Net Assets

Up

$2,019,721

Up $6,106 (+0.3%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin31st percentile

Revenue

Up

$1,930,447

Up $212,741 (+12%) from 2023

Expenses

Up

$1,923,742

Up $175,906 (+10%) from 2023

Net Income

Up

$6,705

Up $36,835 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $564,925Liabilities 2011: $303Net Assets 2011: $564,6222011Assets 2012: $679,515Liabilities 2012: $446Net Assets 2012: $679,0692012Assets 2013: $732,254Liabilities 2013: $11,347Net Assets 2013: $720,9072013Assets 2014: $859,334Liabilities 2014: $14,427Net Assets 2014: $844,9072014Assets 2016: $955,900Liabilities 2016: $6,494Net Assets 2016: $949,4062016Assets 2017: $1,092,032Liabilities 2017: $7,355Net Assets 2017: $1,084,6772017Assets 2018: $1,202,141Liabilities 2018: $7,277Net Assets 2018: $1,194,8642018Assets 2019: $1,482,302Liabilities 2019: $6,598Net Assets 2019: $1,475,7042019Assets 2020: $1,819,791Liabilities 2020: $5,304Net Assets 2020: $1,814,4872020Assets 2021: $2,022,191Liabilities 2021: $29,212Net Assets 2021: $1,992,9792021Assets 2022: $2,043,310Liabilities 2022: $6,535Net Assets 2022: $2,036,7752022Assets 2023: $2,017,514Liabilities 2023: $3,899Net Assets 2023: $2,013,6152023Assets 2024: $2,026,409Liabilities 2024: $6,688Net Assets 2024: $2,019,7212024

Highlighted filing

2024

Assets$2,026,409
Liabilities$6,688
Net Assets$2,019,721
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,537,0592011Expenses 2012: $1,588,9112012Revenue 2013: $1,628,111Expenses 2013: $1,579,224Net Income 2013: $48,8872013Revenue 2014: $1,623,166Expenses 2014: $1,495,144Net Income 2014: $128,0222014Revenue 2016: $1,593,970Expenses 2016: $1,524,319Net Income 2016: $69,6512016Revenue 2017: $1,668,415Expenses 2017: $1,534,874Net Income 2017: $133,5412017Revenue 2018: $1,752,712Expenses 2018: $1,630,938Net Income 2018: $121,7742018Revenue 2019: $1,772,580Expenses 2019: $1,506,599Net Income 2019: $265,9812019Revenue 2020: $1,877,385Expenses 2020: $1,541,435Net Income 2020: $335,9502020Revenue 2021: $1,788,386Expenses 2021: $1,600,467Net Income 2021: $187,9192021Revenue 2022: $1,659,318Expenses 2022: $1,593,450Net Income 2022: $65,8682022Revenue 2023: $1,717,706Expenses 2023: $1,747,836Net Income 2023: -$30,1302023Revenue 2024: $1,930,447Expenses 2024: $1,923,742Net Income 2024: $6,7052024

Highlighted filing

2024

Revenue$1,930,447
Expenses$1,923,742
Net Income$6,705
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,026,409
Liabilities
$6,688
Net assets
$2,019,721
Revenue
$1,930,447
Expenses
$1,923,742
Net income
$6,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.01$2.02$1.93$1.92$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.01$1.72$1.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.04$1.66$1.59$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.03$1.99$1.79$1.60$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.81$1.88$1.54$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.48$1.77$1.51$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$1.75$1.63$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$1.67$1.53$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$1.59$1.52$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.84$1.62$1.50$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$1.63$1.58$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$1.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$1,930,447
Mission and Program Overview

Mission

To provide medical and dental insurance benefits for eligible participants of united steel workers local 625 employees of morton salt.

To provide employee benefits as permissible under appropriate internal revenue codes and pursuant to applicable irs rules and regulations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,013,615$2,019,721▲ $6,106
Savings and Temporary Cash Investments$842,088$864,713▲ $22,625
Cash and Non-Interest-Bearing Accounts$828,498$667,935▼ $160,563
Investments in Publicly Traded Securities$344,718$357,319▲ $12,601
Accounts Receivable$2,210$136,442▲ $134,232
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,017,514$2,026,409▲ $8,895
Liabilities
Accounts Payable and Accrued Expenses$3,899$5,057▲ $1,158
Deferred Revenue-$1,631-
Total Liabilities$3,899$6,688▲ $2,789
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,013,615$2,019,721▲ $6,106
Total Liabilities and Net Assets / Fund Balance$2,017,514$2,026,409▲ $8,895
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Wade McclurgChairman
Jacob FlintTrustee
Troy Potter Left March 2024Trustee
Zack GoodellTrustee
Joe VelezRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,892,276
Investment Income
$38,171
Other Revenue
$0
Change in Net Assets
$6,705

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,928,177
Revenue Not Reported on Financial Statements
$2,270
Revenue Not Reported on Form 990
$-599
Total Revenue per Audited Statements
$1,927,578
Total Revenue per Form 990
$1,930,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,314
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,905,428
Fees for Services Accounting---$13,840
Fees for Service Investment Mgmnt Fees---$2,270
Insurance---$2,085
Other Expenses---$40
Total Functional Expenses$0$0$0$1,923,742

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,923,742
Expenses per Audited Statements$1,921,472
Total Expenses per Audited Statements$1,921,472
Expenses Not Reported on Financial Statements$2,270
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

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

“The trust has no separate committees.”

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

“Trustees will review the form 990 and submit any questions they may have.”

Form 990, Part VI, Section B, Line 12C

“Each trustee, prior to election and annually thereafter, as well as each interested person annually shall sign the conflict of interest statement of the united steelworkers local 625 benefit trust. In addition, each interested person shall continually update his or her statement for an interest that could give rise to a conflict of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations and those of family members. To ensure the trust operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, regular and consistent reviews shall be conducted at least annually. The reviews shall, at a minimum, include the following subjects: i) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's-length bargaining. Ii) whether partnerships, joint ventures, and arrangements with management organizations conform to the trust's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. Iii) whether the governing board and all committees with board delegated powers are properly implementing the policy. Iv) whether any improvements should be made to the policy.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
United Steelworkers Local 625
EIN
26-6687118
Phone
7162053367
Address
2914 PINE AVENUE, NIAGARA FALLS, NY 14301

Signing Officer

Name
Wade Mcclurg
Title
Chairman
Phone
7162053367
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Mcclurg
Formed
2009
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Tronconi Segarra & Associates Llp
Address
8321 MAIN STREET, WILLIAMSVILLE, NY 14221
Preparer
Melissa Wasieczko CPA
Phone
7166331373
Raw XML Appendix318 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03899
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05057
IRS990/AccountsReceivableGrp/BOYAmt02210
IRS990/AccountsReceivableGrp/EOYAmt0136442
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EMPLOYEE BENEFITS AS PERMISSIBLE UNDER APPROPRIATE INTERNAL REVENUE CODES AND PURSUANT TO APPLICABLE IRS RULES AND REGULATIONS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01905428
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CROWN BENEFITS GROUP INC
IRS990/BooksInCareOfDetail/PhoneNum07162053367
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02914 PINE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NIAGARA FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014301
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0828498
IRS990/CashNonInterestBearingGrp/EOYAmt0667935
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01905428
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt038171
IRS990/CYOtherExpensesAmt018314
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01892276
IRS990/CYRevenuesLessExpensesAmt06705
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01923742
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01930447
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt01631
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE EMPLOYEE BENEFITS FOR ELIGIBLE PARTICIPANT MEMBERS OF UNITED STEELWORKERS LOCAL 625.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013840
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02270
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ZACK GOODELL
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE VELEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2WADE MCCLURG
IRS990/Form990PartVIISectionAGrp/PersonNm3TROY POTTER LEFT MARCH 2024
IRS990/Form990PartVIISectionAGrp/PersonNm4JACOB FLINT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01930447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02085
IRS990/InvestmentIncomeGrp/ExclusionAmt038171
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038171
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0344718
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0357319
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EMPLOYEE BENEFITS AS PERMISSIBLE UNDER APPROPRIATE INTERNAL REVENUE CODES AND PURSUANT TO APPLICABLE IRS RULES AND REGULATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02013615
IRS990/NetAssetsOrFundBalancesEOYAmt02019721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-599
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt079
IRS990/OtherExpensesGrp/TotalAmt140
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WADE MCCLURG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01583478
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1308798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01583478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1308798
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01728920
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035661
IRS990/PYOtherExpensesAmt018916
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01682045
IRS990/PYRevenuesLessExpensesAmt0-30130
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01747836
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01717706
IRS990/ReconcilationRevenueExpnssAmt06705
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02013615
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02019721
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0842088
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0864713
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02270
IRS990ScheduleD/ExpensesSubtotalAmt01921472
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02270
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02270
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-599
IRS990ScheduleD/RevenueNotReportedAmt0-599
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02270
IRS990ScheduleD/RevenueSubtotalAmt01928177
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01923742
IRS990ScheduleD/TotalRevenuePerForm990Amt01930447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01927578
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01921472
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NO SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES WILL REVIEW THE FORM 990 AND SUBMIT ANY QUESTIONS THEY MAY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE, PRIOR TO ELECTION AND ANNUALLY THEREAFTER, AS WELL AS EACH INTERESTED PERSON ANNUALLY SHALL SIGN THE CONFLICT OF INTEREST STATEMENT OF THE UNITED STEELWORKERS LOCAL 625 BENEFIT TRUST. IN ADDITION, EACH INTERESTED PERSON SHALL CONTINUALLY UPDATE HIS OR HER STATEMENT FOR AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS AND THOSE OF FAMILY MEMBERS. TO ENSURE THE TRUST OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, REGULAR AND CONSISTENT REVIEWS SHALL BE CONDUCTED AT LEAST ANNUALLY. THE REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: I) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S-LENGTH BARGAINING. II) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE TRUST'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. III) WHETHER THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS ARE PROPERLY IMPLEMENTING THE POLICY. IV) WHETHER ANY IMPROVEMENTS SHOULD BE MADE TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MORTON SALT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED STEELWORKERS LOCAL 625
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02017514
IRS990/TotalAssetsEOYAmt02026409
IRS990/TotalAssetsGrp/BOYAmt02017514
IRS990/TotalAssetsGrp/EOYAmt02026409
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01923742
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03899
IRS990/TotalLiabilitiesEOYAmt06688
IRS990/TotalLiabilitiesGrp/BOYAmt03899
IRS990/TotalLiabilitiesGrp/EOYAmt06688
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02013615
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02019721
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01892276
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038171
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01892276
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01930447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02017514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02026409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02914 PINE AVENUE
IRS990/USAddress/CityNm0NIAGARA FALLS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014301
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WADE MCCLURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07162053367
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED STEELWORKERS LOCAL 625
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0266687118
ReturnHeader/Filer/PhoneNum07162053367
ReturnHeader/Filer/USAddress/AddressLine1Txt02914 PINE AVENUE
ReturnHeader/Filer/USAddress/CityNm0NIAGARA FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043728817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRONCONI SEGARRA & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08321 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166331373
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA WASIECZKO CPA
ReturnHeader/ReturnTs02025-11-11T08:04:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.