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Nonprofiteer
← ALASKA ELECTRICAL LEGAL TRUST

Form 990 for tax year 2024

Filed by ALASKA ELECTRICAL LEGAL TRUST.

Totals

Total revenue
$1,216,177
Total expenses
$1,023,413
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$739,930
Investment income
$476,247
Other revenue
$0
Total assets, end of year
$10,728,725
Total liabilities, end of year
$482,289
Net assets or fund balances, end of year
$10,246,436
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $584,384 · related or exempt $584,384

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $155,546 · related or exempt $155,546

  • 3 · Investment income

    total $298,486 · excluded $298,486

  • 7a · Gross sales of assets other than inventory

    securities $3,775,712

  • 7b · Less cost or other basis and sales expenses

    securities $3,597,951

  • 7c · Gain or loss

    securities $177,761

  • 7d · Net gain or loss

    total $177,761 · excluded $177,761

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $802,567

  • 5 · Compensation of officers, directors and key employees

    total $1,997

  • 7 · Other salaries and wages

    total $60,751

  • 8 · Pension plan contributions

    total $13,603

  • 9 · Other employee benefits

    total $18,825

  • 10 · Payroll taxes

    total $5,186

  • 11b · Fees: legal

    total $12,913

  • 11c · Fees: accounting

    total $23,439

  • 11f · Fees: investment management

    total $25,209

  • 11g · Fees: other

    total $2,183

  • 13 · Office expenses

    total $35,785

  • 14 · Information technology

    total $2,779

  • 16 · Occupancy

    total $3,906

  • 19 · Conferences, conventions and meetings

    total $4,407

  • 22 · Depreciation, depletion and amortization

    total $86

  • 23 · Insurance

    total $9,573

  • 24a · Other expenses: OTHER EXPENSES

    total $204

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $622 · end of year $450

  • 4 · Accounts receivable

    beginning of year $47,727 · end of year $42,569

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,971 · end of year $2,768

  • 10a · Land, buildings and equipment: cost or other basis

    $3,524

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,105

  • 10c · Land, buildings and equipment, net

    beginning of year $422 · end of year $419

  • 11 · Investments: publicly traded securities

    beginning of year $9,952,465 · end of year $10,682,019

  • 17 · Accounts payable and accrued expenses

    beginning of year $115,371 · end of year $140,506

  • 25 · Other liabilities

    beginning of year $304,473 · end of year $341,783

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,586,863 · end of year $10,246,436

Mission and programs · 2024

Mission

THE PLAN IS DESIGNED TO AMPLY COVER THE USUAL AND FORESEEABLE NEEDS OF A MEMBER AND HIS DEPENDENTS FOR PERSONAL LEGAL SERVICES.

Activities or mission (Part I)

THE PLAN PROVIDES PAYMENT FOR LEGAL SERVICES INCLUDING INVESTIGATIVE SERVICES WHEN SUCH SERVICES ARE RENDERED BY AN APPROVED ATTORNEY.

  • LEGAL SERVICES PAID FOR ELIGIBLE PLAN PARTICIPANTS

  • LEGAL SERVICES PAID FOR ELIGIBLE PLAN PARTICIPANTS

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Larry Bell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Waylon Knudsen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Novak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Wisdorf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Zehnder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marcus Beckmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Laura Bonner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Serena Green

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Doug Tansy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Robert G Garcia

    ADMINISTRATO

    Total calculated
    $269,512
    From this org
    $662
    From related orgs
    $149,778
    Other
    $119,072
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $623 + $141,052 related
    Bonus
    not reported
    Other
    $39 + $8,726 related
    Deferred
    $403 + $91,108 related
    Nontaxable benefits
    $121 + $27,440 related
    Filer's total
    $1,186 + $268,326 related

  • Catherine Laurio

    CONTROLLER

    Total calculated
    $281,534
    From this org
    $11,479
    From related orgs
    $136,823
    Other
    $133,232
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $11,028 + $131,450 related
    Bonus
    not reported
    Other
    $451 + $5,373 related
    Deferred
    $8,179 + $97,492 related
    Nontaxable benefits
    $2,133 + $25,428 related
    Filer's total
    $21,791 + $259,743 related

  • Laurie Butcher

    EXECUTIVE AD

    Total calculated
    $284,324
    From this org
    $854
    From related orgs
    $193,200
    Other
    $90,270
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $853 + $192,993 related
    Bonus
    not reported
    Other
    $1 + $207 related
    Deferred
    $316 + $71,482 related
    Nontaxable benefits
    $81 + $18,391 related
    Filer's total
    $1,251 + $283,073 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
THE FUND'S TRUSTEE EXPENSE TRAVEL REIMBURSEMENT POLICY ALLOWS FOR REIMBURSEMENT NOT TO EXCEED COACH RATE FOR IN-STATE TRAVEL AND FIRST-CLASS RATE FOR OUT-OF-STATE TRAVEL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ALASKA CHAPTER NECA INC 0388

    501C6 · ER ASSN · AK

  • ALASKA ELECTRICAL HEALTH & WELFARE 0522

    501C9 · HEALTH PLA · AK

  • ALASKA ELECTRICAL PENSION PLAN 0522

    401A · PENSION · AK

  • ALASKA ELECTRICAL RETIREMENT SAVING 0522

    401A · PENSION · AK

  • ALASKA JOINT ELECTRICAL APPRENTICES 5593

  • BARROW UTILITIES & ELECTRIC COOPERA 1460

  • CHUGACH ELECTRIC ASSOCIATION 1886

  • CITY & BOROUGH OF SITKA 2370

  • CITY OF SEWARD 2410

  • CORDOVA ELECTRIC COOPERATIVE INC 3055

  • CORDOVA TELEPHONE COOP 3057

  • GOLDEN VALLEY ELECTRIC ASSOCIATION 4515

  • HOMER ELECTRIC ASSOCIATION INC 5035

  • IBEW LOCAL 1547 5107

    501C5 · UNION · AK

  • MATANUSKA ELECTRIC ASSOCIATION 6305

  • MUNICIPALITY OF ANCHORAGE 2060

  • NOME JOINT UTILITIES 2360

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALASKA POWERCOM SUPPLY LP 0281

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • STEW'S ELECTRIC 0113

  • LINEWORKS LLC 0121

  • AK TREE SERVICE LLC 0139

  • MAHTAVA LLC 0170

  • VIKING CUSTOM BUILDERS INC 0180

  • ATLAS ELECTRIC & CONTROL 0182

  • AHTNA CONSTRUCTION 0250

  • CHANNEL ELECTRIC INC 0262

  • CLARK MANAGEMENT 0270

  • NORTH STAR TERMINAL & STEVEDORE CO 0280

  • A&D DRILLING 0350

  • ALASKA DIRECTIONAL LLC 0398

  • ALASKA ELECTRIC LLC 0440

  • ALASKA ELECTRIC LIGHT & POWER COMPA 0455

  • ALASKA ELECTRICAL CONTRACTORS 0471

  • ALASKA LINEBUILDERS LLC 0725

  • ALASKA INTEGRATED SERVICES 0748

  • ALCAN ELECTRICAL ENGINEERING INC 0845

  • ALL WIRE ELECTRIC LLC 1070

  • ARC INDUSTRIES 1171

  • ASPLUNDH TREE EXPERT CO 1293

  • ATLANTIC PLANT MAINTENANCE 1326

  • B & B ELECTRIC INC 1437

  • CARLOS TREE SERVICE INC 1740

  • CCI ELECTRICAL SERVICES LLC 1908

  • C&B CONSTRUCTION 2190

  • ASRC FEDERAL CYBER LLC 2206

  • LONG BUILDING TECH INC 2850

  • DOYON UTILITIES 3457

  • EAGLE WOLF ELECTRIC INC 3481

  • ELECTRIC POWER CONSTRUCTORS INC 3558

  • EVER ELECTRIC INC 3611

  • ENDEAVOR ELECTRIC LLC 3632

  • EKLUTNA CONSTRUCTION & MAINT 3657

  • 5150 GLOBAL SOLUTIONS 3851

  • FIRST CITY ELECTRIC INC 3885

  • FULLFORD ELECTRIC INC 4110

    C CORP · CONTRACTOR · AK

  • GENERAL CONSTRUCTORS 4180

  • GOLDEN HEART UTILITIES 4416

  • GMW FIRE PROTECTION INC 4483

  • NEW HORIZON'S TELECOM INC 4992

  • HOUSTON CONTRACTING CO 5099

  • HELACOMM COMM SPECIALIST LLC 5240

  • JD ELECTRIC LLC 5372

  • KACHEMAK ELECTRIC CO INC 5610

  • LOWERY ELECTRIC 5950

  • LOCAL ELECTRIC INC 6179

  • MICHELS POWER 6616

  • MICHELS UNDERGROUND CABLE INC 6632

  • MORLEY ELECTRIC INC 6760

  • NORTHERN POWERLINE CONSTRUCTORS INC 7075

    C CORP · CONTRACTOR · AK

  • PTP MANAGEMENT INC 7400

  • PHOENIX TELECOMMUNICATIONS 7577

  • POWER PLANT REPAIR SERVICES 7582

  • PRECISION MAINTENANCE & FABRICATING 7774

  • ARCTEC ALASKA 7887

  • RANCO ELECTRIC 7918

  • RELIANCE UTILITY CONSTRUCTION 7996

  • SANDPIPER TELECOM LLC 8140

  • SHERMAN TECHNOLOGIES LLC 8422

  • STEELHEAD ELECTRIC LLC 8620

  • STURGEON ELECTRIC COMPANY 8630

  • SOUTHEAST ELECTRIC LLC 8901

  • TEC ELECTRIC INC 8920

  • STATEWIDE DOOR & GLASS 8972

  • SUPERIOR PLUMBING & HEATING 9012

  • STAR ELECTRIC 9078

  • TEMPTEL INC 9141

  • TUNDRA UTILITY CONSTRUCTION 9256

  • TIDAL ELECTRIC LLC 9273

  • UTILITY TECHNOLOGIES INC 9393

  • WOLF CREEK FEDERAL SERVICES - FT G 9413

  • WELLS GLOBAL WEST 9415

  • VANGO ENTERPRISES 9421

  • VALLEY ELECTRIC LLC 9434

  • WIRED AK LLC 9450

    C CORP · CONTRACTOR

  • TAPRAQ LLC 9497

  • UNIFIRE LLC 9551

  • YUKON ELECTRIC INC 9581

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.0
Source object
202513109349302226

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