Civic Intelligence

Usw International Union Local 5-0363

EIN 34-6611767 • 501(c)5 • Bellevue, OH

Profile

COLLECTIVE BARGAINING

301 Madden AveBellevue, OH 44811-9758
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

87th percentile

30%

Higher net margin than 87% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

78th percentile

$9,957

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

98th percentile

129%

Faster asset growth than 98% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

19%

Faster revenue growth than 83% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$42,589

Up $24,027 (+129%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$42,589

Up $24,027 (+129%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin87th percentile

Revenue

Up

$78,830

Up $12,506 (+19%) from 2024

Expenses

Down

$54,803

Down $24,214 (-31%) from 2024

Net Income

Up

$24,027

Up $36,720 (+289%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2021: $21,935Net Assets 2021: $21,9352021Assets 2022: $27,747Liabilities 2022: $0Net Assets 2022: $27,7472022Assets 2023: $31,255Liabilities 2023: $0Net Assets 2023: $31,2552023Assets 2024: $18,562Liabilities 2024: $0Net Assets 2024: $18,5622024Assets 2025: $42,589Liabilities 2025: $0Net Assets 2025: $42,5892025

Highlighted filing

2025

Assets$42,589
Liabilities$0
Net Assets$42,589
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2021: $59,528Expenses 2021: $55,049Net Income 2021: $4,4792021Revenue 2022: $67,026Expenses 2022: $61,214Net Income 2022: $5,8122022Revenue 2023: $67,805Expenses 2023: $64,297Net Income 2023: $3,5082023Revenue 2024: $66,324Expenses 2024: $79,017Net Income 2024: -$12,6932024Revenue 2025: $78,830Expenses 2025: $54,803Net Income 2025: $24,0272025

Highlighted filing

2025

Revenue$78,830
Expenses$54,803
Net Income$24,027
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,589
Liabilities
$0
Net assets
$42,589
Revenue
$78,830
Expenses
$54,803
Net income
$24,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$78.8$54.8$24.0
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$66.3$79.0$12.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$0.00$31.3$67.8$64.3$3.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.00$27.7$67.0$61.2$5.81
2021Detailed filing. Detailed filing data is available for this year.$21.9$21.9$59.5$55.0$4.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 29, 2026
Return Version
2025v4.0
Gross Receipts
$78,830
Mission and Program Overview

Mission

COLLECTIVE BARGAINING

Program Services

DescriptionGrantsExpenses
NO PROGRAMS$0$0
NO PROGRAMS$0$0
NO PROGRAMS$0$0
NO OTHER PROGRAMS OR GRANTS$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA J MONTGOMERYTreasurer Financial SecretaryPT$9,957-$9,957
SHANE PETTRYRecording SecretaryPT$7,624-$7,624
RYAN PATTENTreasurerPT$7,077-$7,077
WILLIAM L WALLACEVice PresidentPT$6,598-$6,598
JAMES M KIMBERLINPresidentPT$4,980-$4,980
STEVE HOUSERChief StewardPT$4,024-$4,024
DANIEL CASKEYStewardPT$3,907-$3,907
JONAH COLLINSTrustee-$1,501-$1,501
STEVEN KNUDSENTrustee-$804-$804
RONALD SMITHTrustee-$804-$804
MICHELLE COLLINSTrustee-$134-$134
Filing and Contact Details

Filer

Filer Name
Usw International Union Local 5-0363
EIN
34-6611767
Address
301 MADDEN AVE, BELLEVUE, OH 44811-9758

Signing Officer

Name
Sara Montomery
Title
Financial Secretary
Phone
4196038753
Signed
2026-01-29
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| SUNDRY RECEIPT, $303|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| OFFICE AND ADMINISTRATION EXPENSES, $14803|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| OTHER ASSSETS, $0, $0|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| OTHER ASSESTS, $0, $0|”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0SARA J MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum04196038753
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 MADDEN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLEVUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044811
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042589
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024027
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042589
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014803
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078830
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00260
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt078527
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018562
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042589
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018562
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042589
IRS990EZ/OccupancyRentUtltsAndMaintAmt0879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04980
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27624
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt39957
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt47077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt73907
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt86598
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt91501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES M KIMBERLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE HOUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANE PETTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA J MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN PATTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVEN KNUDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANIEL CASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM L WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JONAH COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RONALD SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherRevenueTotalAmt0303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLECTIVE BARGAINING
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NO PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NO PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3NO OTHER PROGRAMS OR GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039121
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054803
IRS990EZ/TotalRevenueAmt078830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| SUNDRY RECEIPT, $303|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| OFFICE AND ADMINISTRATION EXPENSES, $14803|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| OTHER ASSSETS, $0, $0|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| OTHER ASSESTS, $0, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA MONTOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04196038753
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USW INTERNATIONAL UNION LOCAL 5-0363
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0346611767
ReturnHeader/Filer/ForeignPhoneNum04196038753
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 MADDEN AVE
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0448119758
ReturnHeader/ReturnTs02026-01-22T16:10:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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