Civic Intelligence

United Steelworkers

EIN 39-6075644 • 501(c)5 • Menasha, WI

990-N Coverage

Profile

Collective Bargaining

PO Box 401Menasha, WI 54952

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

77th percentile

$6,294

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-6.2%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

55th percentile

3.6%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$189,206

Down $7,946 (-4.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$189,206

Down $7,946 (-4.0%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin15th percentile

Revenue

Up

$64,208

Up $1,503 (+2.4%) from 2023

Expenses

Down

$72,154

Down $3,614 (-4.8%) from 2023

Net Income

Up

-$7,946

Up $5,117 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2014: $94,400Liabilities 2014: $02014Assets 2016: $126,139Liabilities 2016: $02016Assets 2017: $154,191Liabilities 2017: $02017Assets 2018: $170,462Liabilities 2018: $02018Assets 2021: $233,047Liabilities 2021: $0Net Assets 2021: $233,0472021Assets 2022: $210,215Liabilities 2022: $0Net Assets 2022: $210,2152022Assets 2023: $197,152Liabilities 2023: $0Net Assets 2023: $197,1522023Assets 2024: $189,206Net Assets 2024: $189,2062024

Highlighted filing

2024

Assets$189,206
Liabilities-
Net Assets$189,206
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2014: $52,262Expenses 2014: $32,571Net Income 2014: $19,6912014Revenue 2016: $67,065Expenses 2016: $41,726Net Income 2016: $25,3392016Revenue 2017: $65,507Expenses 2017: $37,455Net Income 2017: $28,0522017Revenue 2018: $62,664Expenses 2018: $46,688Net Income 2018: $15,9762018Revenue 2021: $62,208Expenses 2021: $44,895Net Income 2021: $17,3132021Revenue 2022: $60,511Expenses 2022: $83,343Net Income 2022: -$22,8322022Revenue 2023: $62,705Expenses 2023: $75,768Net Income 2023: -$13,0632023Revenue 2024: $64,208Expenses 2024: $72,154Net Income 2024: -$7,9462024

Highlighted filing

2024

Revenue$64,208
Expenses$72,154
Net Income-$7,946
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,206
Liabilities
-
Net assets
$189,206
Revenue
$64,208
Expenses
$72,154
Net income
-$7,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.64$0.72$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.63$0.76$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.61$0.83$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.62$0.45$0.17
2018Summary only. Only limited summary data is available for this year.$1.70$0.00$0.63$0.47$0.16
2017Summary only. Only limited summary data is available for this year.$1.54$0.00$0.66$0.37$0.28
2016Summary only. Only limited summary data is available for this year.$1.26$0.00$0.67$0.42$0.25
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.52$0.33$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Gross Receipts
$64,208
Mission and Program Overview

Mission

Collective Bargaining

Program Services

DescriptionGrantsExpenses
The Lacal Enforced the Collective Barganing Agreement to Better the Working Conditions of the Local Union and Provide Representation to its Members.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caleb PhillipPresident-$2,481-$2,481
Greg KelbertFinanical/TreasurerPT$1,945-$1,945
Jessica TurnerRecording Secretary-$1,937-$1,937
Kenneth LottoVice President-$1,831-$1,831
Ricardo ParedesTrustee-$1,435-$1,435
Brett WilliamsTrustee-$1,318-$1,318
Matt ScourinskiTrustee-$901-$901
Robert KerstenGuard-$207-$207
John McGeeGuide-$113-$113
Filing and Contact Details

Filer

Filer Name
United Steelworkers Local 2-727
EIN
39-6075644
In Care Of
% Greg Kelbert
Phone
9204270028
Address
PO Box 401, Menasha, WI 54952

Signing Officer

Name
Greg Kelbert
Title
Treasurer
Phone
9204270028
Signed
2025-02-27
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Reimbursement 306”

Form 990-EZ, Part I, Line 8, Other Revenue

“Void check 518”

Form 990-EZ, Part I, Line 8, Other Revenue

“IRS Refund 2,854”

Form 990-EZ, Part I, Line 8, Other Revenue

“Donations 794”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 297”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 18,454”

Form 990-EZ, Part I, Line 16, Other Expenses

“Per Capita 2,971”

Form 990-EZ, Part I, Line 16, Other Expenses

“Donations 5,058”

Form 990-EZ, Part I, Line 16, Other Expenses

“Direct Taxes 8,718”

Form 990-EZ, Part II, Line 24, Other Assets

“Office Equipment Beginning of year 2,442, End of year 2,442”

Raw XML Appendix131 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Louie Tardiff
IRS990EZ/BooksInCareOfDetail/PhoneNum09202647144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 401
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menasha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0194710
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0186764
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04169
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189206
IRS990EZ/GrossReceiptsAmt064208
IRS990EZ/GroupExemptionNum00260
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01539
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058197
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0189206
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0189206
IRS990EZ/OccupancyRentUtltsAndMaintAmt0554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02481
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11831
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31937
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6901
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7207
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Caleb Phillip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kenneth Lotto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Kelbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brett Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ricardo Paredes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Matt Scourinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Robert Kersten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John McGee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Finanical/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Guard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Guide
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02442
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02442
IRS990EZ/OtherExpensesTotalAmt035498
IRS990EZ/OtherRevenueTotalAmt04472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Collective Bargaining
IRS990EZ/PrintingPublicationsPostageAmt01144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Lacal Enforced the Collective Barganing Agreement to Better the Working Conditions of the Local Union and Provide Representation to its Members.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030789
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072154
IRS990EZ/TotalRevenueAmt064208
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursement 306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Void check 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IRS Refund 2,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Donations 794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel 297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, conventions, and meetings 18,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Per Capita 2,971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations 5,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Direct Taxes 8,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office Equipment Beginning of year 2,442, End of year 2,442
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Kelbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09204270028
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Steelworkers Local 2-727
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0396075644
ReturnHeader/Filer/InCareOfNm0% Greg Kelbert
ReturnHeader/Filer/PhoneNum09204270028
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 401
ReturnHeader/Filer/USAddress/CityNm0Menasha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054952
ReturnHeader/ReturnTs02025-02-27T01:02:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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