Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 11-3040611

UNITED SERVICE WORKERS UNION

Also known as IUJAT NATIONAL UNION

Tax-exempt · NEW ROCHELLE, NY 10801

Financials

$20M$13.6M2022$22.2M$13.5M2023$22.2M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of UNITED SERVICE WORKERS UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$22,181,230$13,433,731$8,747,499$89,848,626$51,858$89,796,768
September 30, 2024990$22,247,733$13,455,890$8,791,843$80,237,603$58,578$80,179,025
September 30, 2023990$19,969,722$13,599,625$6,370,097$68,211,430$103,937$68,107,493
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$19,573,372
Investment income
$2,607,858
Net gain from sales of assets
$418,192
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$4,613,737
Other salaries and wages
$4,450,166
Salaries, compensation and benefits (total)
$13,855,019
Professional fundraising fees
$0
Legal fees
$382,726
Accounting fees
$213,087
Occupancy
$207,902
Travel
$237,302
Depreciation
$59,243

Balance sheet and other

Total assets, start of year
$80,237,603
Total assets, end of year
$89,848,626
Total liabilities, end of year
$51,858
Net assets, end of year
$89,796,768
Land, buildings and equipment
$125,343
Publicly traded securities
$78,738,391
Net assets without donor restrictions
$89,796,768
Gross receipts
$48,531,683
Employees
57
Volunteers
0
Year formed
1990
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LORI AMESPRESIDENT
Officer
70$515,080$47,322
CHARLES SHIMKUSDIRECTOR OF ORGANIZING/BUSINESS AGENT
Highest-paid employee
65$329,703$117,824
JONATHAN S AMESVICE PRESIDENT/BUSINESS AG
Officer
70$314,151$122,347
TROY ANDERSONTRUSTEE/BUSINESS AGENT
Officer
65$318,186$117,823
PETER R DEVITOTRUSTEE/BUSINESS AGENT
Officer
65$313,869$117,860
WILLIAM SWEENEYSECRETARY-TREASURER
Officer
65$332,153$74,481
JAMES SCAGNELLIBUSINESS AGENT
Highest-paid employee
65$269,383$84,688
JAMES MCKELVEYASST. CONTROLLER - OPERATIONS
Highest-paid employee
55$276,582$64,756
WEI MEIASST. CONTROLLER - COMPLIANCE
Highest-paid employee
55$277,865$62,656
KEVIN BARRYBUSINESS AGENT
Former
65$251,552$73,038
CHRISTOPHER MACKDELINQUENT ACCOUNTS COORDINATOR
Highest-paid employee
55$233,702$16,234
990 for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
LORI AMESPRESIDENT
Officer
70$505,602$47,496
JAMES SCAGNELLIBUSINESS AGENT
Highest-paid employee
65$265,330$206,187
CHARLES SHIMKUSBUSINESS AGENT
Highest-paid employee
65$321,451$114,316
JONATHAN S AMESVICE PRESIDENT/BUSINESS AG
Officer
70$307,835$118,875
TROY ANDERSONTRUSTEE/BUSINESS AGENT
Officer
65$308,530$114,315
PETER R DEVITOTRUSTEE/BUSINESS AGENT
Officer
65$294,282$114,242
WILLIAM SWEENEYSECRETARY-TREASURER
Officer
65$322,157$73,234
WEI MEIACCOUNTING
Highest-paid employee
40$249,839$59,707
JAMES MCKELVEYACCOUNTING
Highest-paid employee
40$247,474$61,344
KEVIN BARRYBUSINESS AGENT
Highest-paid employee
65$277,896$28,106
990 for the year ended September 30, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
LORI AMESPRESIDENT
Officer
70$510,274$46,950
JAMES SCAGNELLIBUSINESS AGENT
Highest-paid employee
65$266,838$219,743
CHARLES SHIMKUSBUSINESS AGENT
Highest-paid employee
65$321,129$111,585
JONATHAN S AMESVICE PRESIDENT/BUSINESS AGENT
Officer
70$308,285$116,061
TROY ANDERSONTRUSTEE/BUSINESS AGENT
Officer
65$308,301$111,585
PETER R DEVITOTRUSTEE/BUSINESS AGENT
Officer
65$293,511$111,216
WILLIAM SWEENEYSECRETARY-TREASURER
Officer
65$322,793$72,176
KEVIN BARRYBUSINESS AGENT
Highest-paid employee
65$277,909$110,369
WEI MEIACCOUNTING
Highest-paid employee
40$256,009$54,992
JAMES MCKELVEYACCOUNTING
Highest-paid employee
40$232,907$58,015
EDWARD KAHNBUSINESS AGENT (P)
Former
65$246,806$0

Address and contacts

Address (IRS master file)
145 HUGUENOT ST STE 420, NEW ROCHELLE, NY 10801-5237
In care of
% WILLIAM SWEENEY
Principal officer (990 for 2024)
WILLIAM SWEENEY, 145 HUGUENOT ST 420, NEW ROCHELLE, NY 10801
Signed the 990
WILLIAM SWEENEY, SECRETARY/TREASURER
Phone
(929) 244-1213
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE PRIMARY OBJECTIVES OF THE UNION ARE TO REPRESENT WORKERS WITH RESPECT TO WAGES, HOURS AND WORKING CONDITIONS; TO PROVIDE FOR THE CONTINUOUS EMPLOYMENT OF LABOR; TO BRING ABOUT STABLE WORKING CONDITIONS IN THE VARIOUS INDUSTRIES IN WHICH ITS MEMBERS ARE EMPLOYED; AND TO ESTABLISH PROCEDURES FOR THE AMICABLE ADJUSTMENT OF DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

990 for the year ended September 30, 2025

Program accomplishments

  • THE PRIMARY OBJECTIVES OF THE UNION ARE TO REPRESENT WORKERS WITH RESPECT TO WAGES, HOURS AND WORKING CONDITIONS; TO PROVIDE FOR THE CONTINUOUS EMPLOYMENT OF LABOR; TO BRING ABOUT STABLE WORKING CONDITIONS IN THE VARIOUS INDUSTRIES IN WHICH ITS MEMBERS ARE EMPLOYED; AND TO ESTABLISH PROCEDURES FOR THE AMICABLE ADJUSTMENT OF DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
11-3040611
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Donations deductible
No
Exempt since
1992
Accounting year ends
September
Files
Form 990 or 990-EZ
Group exemption
9231 (10 member organizations)
Assets (IRS master file)
$89,848,626
Income (IRS master file)
$48,531,683

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$22,181,230$13,433,731$89,848,626XML
990September 2024$22,247,733$13,455,890$80,237,603XML
990September 2023$19,969,722$13,599,625$68,211,430XML
990September 2022$17,293,231$13,928,112$61,118,175IRS
990September 2021$17,675,685$13,127,625$47,947,156IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3040611).

Questions about UNITED SERVICE WORKERS UNION

What is the EIN of UNITED SERVICE WORKERS UNION?
The employer identification number (EIN) of UNITED SERVICE WORKERS UNION is 11-3040611.
Is UNITED SERVICE WORKERS UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1992.
Are donations to UNITED SERVICE WORKERS UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED SERVICE WORKERS UNION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED SERVICE WORKERS UNION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED SERVICE WORKERS UNION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of UNITED SERVICE WORKERS UNION?
The 990 for the year ended September 30, 2025 names WILLIAM SWEENEY.
Who are the officers and directors of UNITED SERVICE WORKERS UNION?
The 990 for the year ended September 30, 2025 lists 11 people; 11 received compensation from the organization, the highest $515,080 (LORI AMES, PRESIDENT).
How much revenue does UNITED SERVICE WORKERS UNION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $22,181,230, expenses of $13,433,731 and total assets of $89,848,626 at year end.

Organizations in its group exemption (10)

Other nonprofits in NEW ROCHELLE

All nonprofits in NEW ROCHELLE · New York