Civic Intelligence

United Steelworkers

990 • Fiscal year 2023 • EIN 38-3150957

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 18, 2024

1201 Sheridan RoadEscanaba, MI 49829

(906) 399-9143

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$35,742

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$397,050

Up $44,602 (+13%) from 2022

Net Assets

Up

$392,498

Up $46,555 (+13%) from 2022

Liabilities

Down

$4,552

Down $1,953 (-30%) from 2022

Revenue

Up

$377,342

Up $57,062 (+18%) from 2022

Expenses

Down

$314,574

Down $97,758 (-24%) from 2022

Net Income

Up

$62,768

Up $154,820 (+168%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $259,657Liabilities 2011: $5,151Net Assets 2011: $254,5062011Assets 2012: $291,911Liabilities 2012: $1,182Net Assets 2012: $290,7292012Assets 2013: $296,887Liabilities 2013: $4,594Net Assets 2013: $292,2932013Assets 2014: $247,520Liabilities 2014: $4,925Net Assets 2014: $242,5952014Assets 2015: $277,012Liabilities 2015: $4,468Net Assets 2015: $272,5442015Assets 2016: $254,007Liabilities 2016: $4,573Net Assets 2016: $249,4352016Assets 2017: $288,440Liabilities 2017: $4,323Net Assets 2017: $284,1182017Assets 2018: $306,159Liabilities 2018: $6,280Net Assets 2018: $299,8792018Assets 2019: $306,159Liabilities 2019: $7,140Net Assets 2019: $299,0192019Assets 2020: $456,060Liabilities 2020: $5,369Net Assets 2020: $450,6912020Assets 2021: $444,500Liabilities 2021: $6,488Net Assets 2021: $438,0122021Assets 2022: $352,448Liabilities 2022: $6,505Net Assets 2022: $345,9432022Assets 2023: $397,050Liabilities 2023: $4,552Net Assets 2023: $392,4982023Assets 2025: $478,076Liabilities 2025: $5,892Net Assets 2025: $472,1842025

Highlighted filing

2023

Assets$397,050
Liabilities$4,552
Net Assets$392,498

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $323,949Expenses 2011: $337,770Net Income 2011: -$13,8212011Revenue 2012: $326,164Expenses 2012: $293,910Net Income 2012: $32,2542012Revenue 2013: $3,003Expenses 2013: $131,061Net Income 2013: -$128,0582013Revenue 2014: $305,710Expenses 2014: $356,335Net Income 2014: -$50,6252014Revenue 2015: $314,620Expenses 2015: $285,129Net Income 2015: $29,4912015Revenue 2016: $307,264Expenses 2016: $329,268Net Income 2016: -$22,0042016Revenue 2017: $355,236Expenses 2017: $315,125Net Income 2017: $40,1112017Revenue 2018: $309,439Expenses 2018: $291,721Net Income 2018: $17,7182018Revenue 2019: $342,935Expenses 2019: $277,684Net Income 2019: $65,2512019Revenue 2020: $330,265Expenses 2020: $245,615Net Income 2020: $84,6502020Revenue 2021: $276,557Expenses 2021: $288,117Net Income 2021: -$11,5602021Revenue 2022: $320,280Expenses 2022: $412,332Net Income 2022: -$92,0522022Revenue 2023: $377,342Expenses 2023: $314,574Net Income 2023: $62,7682023Revenue 2025: $309,281Expenses 2025: $295,915Net Income 2025: $13,3662025

Highlighted filing

2023

Revenue$377,342
Expenses$314,574
Net Income$62,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 18, 2024
Return Version
2023v5.0
Gross Receipts
$377,342
Mission and Program Overview

Mission

Local enforced collective bargaining agreement to better the working conditions of the local union and provide representaion to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,733$153,501▲ $62,768
Savings and Temporary Cash Investments$130,876--
Land, Buildings, and Equipment, Net$130,839$130,839→ $0
Investments Other Securities-$112,710-
Total Assets$352,448$397,050▲ $44,602
Liabilities
Other Liabilities$6,505$4,552▼ $1,953
Total Liabilities$6,505$4,552▼ $1,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,943$392,498▲ $46,555
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$345,943$392,498▲ $46,555
Total Liabilities and Net Assets / Fund Balance$352,448$397,050▲ $44,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$2,259$0$0
Land$116,976-$0
Equipment$11,604$3,123$0
Leasehold Improvements$0$0$0
Other Securities$112,710--
Financial Derivatives$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gerald KellPresidentPT$35,742$35,742
Jamie DierVice PresidentPT$22,593$22,593
Guy TrudellTreasurerPT$18,505$18,505
Jason BranstromInsurance AdvocatePT$17,798$17,798
Karen SnayRecording SecretaryPT$13,141$13,141
Justin GorzinskiFinancial SecretaryPT$8,574$8,574
John DegrandVice PresidentPT$7,063$7,063
Roger TourangeauRecording SecretaryPT$4,930$4,930
Adam WhitneyVice PresidentPT$2,897$2,897
Daryl St VincentTrustee-$1,612$1,612
Derrick BuchbinderTrustee-$1,214$1,214
John DubordTrustee-$961$961
Darrel MakiGuard-$701$701
Tom RogersGuard-$701$701
Revenue and Support

Revenue Composition

Contributions and Grants
$42,320
Program Service Revenue
$315,403
Investment Income
$0
Other Revenue
$19,619
All Other Contributions
$0
Change in Net Assets
$62,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$377,342
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$377,342
Total Revenue per Form 990
$377,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$199,063
Other Expenses$58,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$170,059
Benefits to Members---$57,146
Office Expenses---$34,783
Payroll Taxes---$29,004
Conferences and Meetings---$5,200
Fees for Services Legal---$4,769
Other Expenses---$1,310
Total Functional Expenses$0$0$0$314,574

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$314,574
Total Expenses per Audited Statements$314,574
Total Expenses per Form 990$314,574
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blasto Fund$30,500$30,500$0$30,500
Strike for Hunger$11,820$11,820$0$11,820
Total Events$42,320$42,320$0$42,320
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
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
No
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 6

645 members of USW Local 21 Labor Union

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

645 voting members who elect its governing board using secret ballot

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

645 voting members who use secret ballot to elect the governing body and approve their decisions

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

Form is reviewed by the trustees to match with their internal documents and reviewed by the president

Form 990, Part VI, Section C, Line 19

Documents are available for review at the union hall during business hours

Filing and Contact Details

Filer

Filer Name
United Steelworkers
EIN
38-3150957
Phone
9063999143
Address
1201 SHERIDAN ROAD, ESCANABA, MI 49829

Signing Officer

Name
Guy Trudell
Title
Treasurer
Phone
9063999143
Signed
2024-03-18

Organization Details

Principal Officer
Guy Trudell
Formed
1942
Legal Domicile
Mi
Voting Board Members
645
Independent Board Members
645
Employees
45
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in liabilities between prior year and current year which equals 16,213

Raw XML AppendixShowing 400 of 492 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.

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IRS990/OtherExpensesGrp/Desc1OFFICER REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/TotalAmt04364
IRS990/OtherExpensesGrp/TotalAmt17939
IRS990/OtherExpensesGrp/TotalAmt21310
IRS990/OtherLiabilitiesGrp/BOYAmt06505
IRS990/OtherLiabilitiesGrp/EOYAmt04552
IRS990/OtherOrganizationDsc0UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0941 REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011088
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt013619
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt029004
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Guy Trudell
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813930
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0315403
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0315403
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt053161
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt084184
IRS990/PYOtherRevenueAmt04252
IRS990/PYProgramServiceRevenueAmt0316028
IRS990/PYRevenuesLessExpensesAmt0-92052
IRS990/PYSalariesCompEmpBnftPaidAmt0274987
IRS990/PYTotalExpensesAmt0412332
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0320280
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062768
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt06000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0130876
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011604
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03123
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt014727
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0314574
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt04552
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0116976
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0116976
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02259
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt02259
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0112710
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0377342
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130839
IRS990ScheduleD/TotalBookValueSecuritiesAmt0112710
IRS990ScheduleD/TotalExpensesPerForm990Amt0314574
IRS990ScheduleD/TotalLiabilityAmt04552
IRS990ScheduleD/TotalRevenuePerForm990Amt0377342
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0377342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0314574
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLASTO FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STRIKE FOR HUNGER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042320
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042320
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0BLASTO FUNDRAISER TO HELP WITH MEMBERS WHO CONTRACTED THE LUNG DISEASE
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0645 members of USW Local 21 Labor Union
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1645 voting members who elect its governing board using secret ballot

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.06$4.72$3.09$2.96$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.05$3.92$3.77$3.15$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.07$3.46$3.20$4.12$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.06$4.38$2.77$2.88$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.05$4.51$3.30$2.46$0.85
2019Summary only. Only limited summary data is available for this year.$3.06$0.07$2.99$3.43$2.78$0.65
2018Summary only. Only limited summary data is available for this year.$3.06$0.06$3.00$3.09$2.92$0.18
2017Summary only. Only limited summary data is available for this year.$2.88$0.04$2.84$3.55$3.15$0.40
2016Summary only. Only limited summary data is available for this year.$2.54$0.05$2.49$3.07$3.29$0.22
2015Summary only. Only limited summary data is available for this year.$2.77$0.04$2.73$3.15$2.85$0.29
2014Summary only. Only limited summary data is available for this year.$2.48$0.05$2.43$3.06$3.56$0.51
2013Summary only. Only limited summary data is available for this year.$2.97$0.05$2.92$0.03$1.31$1.28
2012Summary only. Only limited summary data is available for this year.$2.92$0.01$2.91$3.26$2.94$0.32
2011Summary only. Only limited summary data is available for this year.$2.60$0.05$2.55$3.24$3.38$0.14