Civic Intelligence

United Steelworkers International Local Union 01999

990 • Fiscal year 2020 • EIN 52-2112225

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 08, 2021

218 S Addison StIndianapolis, IN 46222

(317) 639-1479

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

12%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$88,320

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

59th percentile

8.9%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

3.2%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$773,535

Up $62,934 (+8.9%) from 2019

Net Assets

Up

$769,973

Up $63,491 (+9.0%) from 2019

Liabilities

Down

$3,562

Down $557 (-14%) from 2019

Revenue

Up

$523,054

Up $16,161 (+3.2%) from 2019

Expenses

Down

$460,120

Down $166,354 (-27%) from 2019

Net Income

Up

$62,934

Up $182,515 (+153%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $968,677Liabilities 2011: $4,544Net Assets 2011: $964,1332011Assets 2012: $867,867Liabilities 2012: $5,156Net Assets 2012: $862,7112012Assets 2013: $833,465Liabilities 2013: $6,768Net Assets 2013: $826,6972013Assets 2014: $804,902Liabilities 2014: $6,808Net Assets 2014: $798,0942014Assets 2015: $760,070Liabilities 2015: $3,843Net Assets 2015: $756,2272015Assets 2016: $717,714Liabilities 2016: $5,190Net Assets 2016: $712,5242016Assets 2017: $831,988Liabilities 2017: $4,301Net Assets 2017: $827,6872017Assets 2018: $830,182Liabilities 2018: $5,950Net Assets 2018: $824,2322018Assets 2019: $710,601Liabilities 2019: $4,119Net Assets 2019: $706,4822019Assets 2020: $773,535Liabilities 2020: $3,562Net Assets 2020: $769,9732020Assets 2021: $835,582Liabilities 2021: $3,483Net Assets 2021: $832,0992021Assets 2022: $855,976Liabilities 2022: $0Net Assets 2022: $855,9762022Assets 2023: $843,818Liabilities 2023: $0Net Assets 2023: $843,8182023Assets 2024: $818,475Liabilities 2024: $0Net Assets 2024: $818,4752024Assets 2025: $772,612Liabilities 2025: $0Net Assets 2025: $772,6122025

Highlighted filing

2020

Assets$773,535
Liabilities$3,562
Net Assets$769,973

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $662,782Expenses 2011: $611,396Net Income 2011: $51,3862011Revenue 2012: $982,115Expenses 2012: $1,073,596Net Income 2012: -$91,4812012Revenue 2013: $699,871Expenses 2013: $695,186Net Income 2013: $4,6852013Revenue 2014: $781,943Expenses 2014: $768,417Net Income 2014: $13,5262014Revenue 2015: $738,007Expenses 2015: $750,918Net Income 2015: -$12,9112015Revenue 2016: $738,429Expenses 2016: $780,785Net Income 2016: -$42,3562016Revenue 2017: $696,859Expenses 2017: $698,007Net Income 2017: -$1,1482017Revenue 2018: $551,382Expenses 2018: $553,188Net Income 2018: -$1,8062018Revenue 2019: $506,893Expenses 2019: $626,474Net Income 2019: -$119,5812019Revenue 2020: $523,054Expenses 2020: $460,120Net Income 2020: $62,9342020Revenue 2021: $639,218Expenses 2021: $577,171Net Income 2021: $62,0472021Revenue 2022: $594,385Expenses 2022: $693,991Net Income 2022: -$99,6062022Revenue 2023: $588,395Expenses 2023: $600,553Net Income 2023: -$12,1582023Revenue 2024: $542,909Expenses 2024: $568,252Net Income 2024: -$25,3432024Revenue 2025: $516,212Expenses 2025: $532,075Net Income 2025: -$15,8632025

Highlighted filing

2020

Revenue$523,054
Expenses$460,120
Net Income$62,934
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
Gross Receipts
$523,054
Mission and Program Overview

Mission

The Mission Statement of the Organization Includes, but is not limited to, on Behalf of its Members Collective Bargaining, Greivance Procedures, Arbitration, Strike Benefits, Education, and to Improve the Working Conditions of it Members.

Local Union enforced the Collective Bargaining Agreement to better the working conditions of the Local Union and provide representation to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$428,852$491,786▲ $62,934
Cap Stk Tr Prin Current Funds$424,733$488,224▲ $63,491
Land, Buildings, and Equipment, Net$161,749$161,749→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$161,749$161,749→ $0
Investments in Publicly Traded Securities$120,000$120,000→ $0
Rtn Earn Endowment Incm Other Fnds$120,000$120,000→ $0
Total Assets$710,601$773,535▲ $62,934
Liabilities
Other Liabilities$4,119$3,562▼ $557
Total Liabilities$4,119$3,562▼ $557
Net Assets / Fund Balance
Total Net Assets Fund Balance$706,482$769,973▲ $63,491
Total Liabilities and Net Assets / Fund Balance$710,601$773,535▲ $62,934

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$129,470-$129,470
Equipment$32,279-$32,279
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Derrick MorrisTrustee-$88,320$88,320
Robert JamesPresidentPT$70,070$70,070
Anna BurrisFin SecPT$18,064$18,064
Edwin JohnsonTreasurer-$11,569$11,569
Kathleen TownsendRec Sec-$5,320$5,320
Ron TerryOutside Guard-$2,449$2,449
SCOTT McCASLINTrustee-$2,086$2,086
Darrell RobersonTrustee-$1,483$1,483
Kelly HuguninGuide-$912$912

Board Members and Trustees

NameTitle
Stephanie EvansVice President
-Inside Guard
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$484,105
Investment Income
$2,004
Other Revenue
$36,945
Change in Net Assets
$62,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$350,329
Other Expenses$108,566
Grants and Similar Amounts Paid$1,225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$226,315
Other Salaries and Wages---$99,119
Office Expenses---$58,434
Payroll Taxes---$24,895
Occupancy---$21,442
Payments to Affiliates---$11,000
Travel---$8,110
Other Expenses---$4,399
Fees for Services Legal---$3,541
Conferences and Meetings---$1,640
Grants to Domestic Orgs---$1,225
Total Functional Expenses$0$0$0$460,120
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Union Dues$1,903
Stae income taxes$1,532
Federal income taxes$127
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The Labor organization has full dues paying members.

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

The Labor organizations active members each have one vote and elect officers of the governing body every three years as specified in the Constitution.

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

The Labor organizations active members each have one vote and approve all decisions of the governing body and decisions that arise during scheduled mambership meetings.

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

The Labor organizations financial officers and President review the form before filing.

Form 990, Part VI, Section B, Line 19

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

Filing and Contact Details

Filer

Filer Name
United Steelworkers
EIN
52-2112225
Phone
3176391479
Address
218 S Addison St, Indianapolis, IN 46222
Doing Business As
Local Union 1999

Signing Officer

Name
Anna V Burris
Title
Fin Sec
Signed
2021-03-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert James
Formed
1998
Legal Domicile
In
Voting Board Members
11
Independent Board Members
0
Employees
45
Raw XML Appendix350 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0127
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Stae income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Union Dues
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0161749
IRS990ScheduleD/TotalLiabilityAmt03562
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Labor organization has full dues paying members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Labor organizations active members each have one vote and elect officers of the governing body every three years as specified in the Constitution.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Labor organizations active members each have one vote and approve all decisions of the governing body and decisions that arise during scheduled mambership meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Labor organizations financial officers and President review the form before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Labor organization does not routinely make such documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0710601
IRS990/TotalAssetsEOYAmt0773535
IRS990/TotalAssetsGrp/BOYAmt0710601
IRS990/TotalAssetsGrp/EOYAmt0773535
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/TotalAmt0460120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04119
IRS990/TotalLiabilitiesEOYAmt03562
IRS990/TotalLiabilitiesGrp/BOYAmt04119
IRS990/TotalLiabilitiesGrp/EOYAmt03562
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0706482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0769973
IRS990/TotalProgramServiceRevenueAmt0484105
IRS990/TotalReportableCompFromOrgAmt0200273
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0523054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0710601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0773535
IRS990/TravelGrp/TotalAmt08110
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0218 S Addison St
IRS990/USAddress/CityNm0Indianapolis
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046222
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna V Burris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fin Sec
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED STEELWORKERS
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0522112225
ReturnHeader/Filer/PhoneNum03176391479
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 S Addison St
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046222
ReturnHeader/ReturnTs02021-03-08T10:58:33-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.52$0.53$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.54$0.57$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.59$0.60$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.59$0.69$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.83$0.64$0.58$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.52$0.46$0.06
2019Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.51$0.63$0.12
2018Summary only. Only limited summary data is available for this year.$0.83$0.01$0.82$0.55$0.55$0.00
2017Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.70$0.70$0.00
2016Summary only. Only limited summary data is available for this year.$0.72$0.01$0.71$0.74$0.78$0.04
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.74$0.75$0.01
2014Summary only. Only limited summary data is available for this year.$0.80$0.01$0.80$0.78$0.77$0.01
2013Summary only. Only limited summary data is available for this year.$0.83$0.01$0.83$0.70$0.70$0.00
2012Summary only. Only limited summary data is available for this year.$0.87$0.01$0.86$0.98$1.07$0.09
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.96$0.66$0.61$0.05