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← UNITED FOOD & COMMERICAL WORKERS UNIONS & EMPLOYERS LEGAL ASSIST FD

Form 990 for tax year 2023

Filed by UNITED FOOD & COMMERICAL WORKERS UNIONS & EMPLOYERS LEGAL ASSIST FD.

Totals

Total revenue
$1,472,620
Total expenses
$1,540,274
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,469,314
Investment income
$3,306
Other revenue
$0
Total assets, end of year
$908,806
Total liabilities, end of year
$282,672
Net assets or fund balances, end of year
$626,134
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 $1,469,314 · related or exempt $1,469,314

  • 3 · Investment income

    total $3,306 · excluded $3,306

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,682

  • 7 · Other salaries and wages

    total $771,392

  • 8 · Pension plan contributions

    total $8,968

  • 9 · Other employee benefits

    total $205,316

  • 10 · Payroll taxes

    total $57,767

  • 11b · Fees: legal

    total $54,669

  • 11c · Fees: accounting

    total $21,071

  • 11g · Fees: other

    total $7,443

  • 13 · Office expenses

    total $148,639

  • 16 · Occupancy

    total $89,663

  • 22 · Depreciation, depletion and amortization

    total $7,449

  • 23 · Insurance

    total $28,291

  • 24a · Other expenses: ALLOCATED ADMINISTRATIV

    total $82,846

  • 24b · Other expenses: TRUSTEE MEETING EXPENSE

    total $24,592

  • 24c · Other expenses: TAXES

    total $8,996

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $7,884

  • 24e · All other expenses

    total $606

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $746,756 · end of year $599,998

  • 4 · Accounts receivable

    beginning of year $102,949 · end of year $98,718

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,230 · end of year $10,628

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

    $62,902

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

    $62,902

  • 10c · Land, buildings and equipment, net

    beginning of year $7,449 · end of year $0

  • 15 · Other assets

    beginning of year $39,072 · end of year $199,462

  • 17 · Accounts payable and accrued expenses

    beginning of year $178,360 · end of year $82,108

  • 25 · Other liabilities

    beginning of year $39,308 · end of year $200,564

  • 29 · Capital stock, trust principal or current funds

    beginning of year $693,788 · end of year $626,134

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE PLAN PROVIDES FOR LEGAL ASSISTANCE FOR ELIGIBLE EMPLOYEES AS SPECIFIED IN THE PLAN. THE ELIGIBLE EMPLOYEE HAS THE OPTION OF SERVICES THROUGH THE FUND-MAINTAINED OR CONTRACTED LAW OFFICE OR THE SERVICES OF AN ATTORNEY OF THEIR OWN CHOOSING SUBJECT TO CERTAIN LIMITS.

  • THE PLAN PROVIDES FOR LEGAL ASSISTANCE FOR ELIGIBLE EMPLOYEES AS SPECIFIED IN THE PLAN. THE ELIGIBLE EMPLOYEE HAS THE OPTION OF SERVICES THROUGH THE FUND-MAINTAINED OR CONTRACTED LAW OFFICE OR THE SERVICES OF AN ATTORNEY OF THEIR OWN CHOOSING SUBJECT TO CERTAIN LIMITS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Lomax

    CHAIRMAN (THROUGH 6-30-23)

    Total calculated
    $523,700
    From this org
    $0
    From related orgs
    $523,700
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,733 related
    Bonus
    $0 + $157,337 related
    Other
    $0 + $114,630 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $523,700 related

  • Eric Taylor

    CHAIRMAN

    Total calculated
    $350,511
    From this org
    $0
    From related orgs
    $350,511
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,896 related
    Bonus
    $0 + $109,615 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $350,511 related

  • Maria Davenport

    UNION TRUSTEE

    Total calculated
    $179,889
    From this org
    $0
    From related orgs
    $179,889
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $94,746 related
    Bonus
    $0 + $85,143 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $179,889 related

  • Eric Lomax

    ALTERNATE UNION TRUSTEE

    Total calculated
    $147,945
    From this org
    $0
    From related orgs
    $147,945
    Other
    $0
    Hours/week
    1 + 40 related

  • Ralph Porras

    UNION TRUSTEE

    Total calculated
    $139,478
    From this org
    $0
    From related orgs
    $139,478
    Other
    $0
    Hours/week
    1 + 40 related

  • Peggy Prescott

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 40 related

  • Rebecca Clark

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Lee Kunselman

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Elizabeth Vickers

    ALTERNATE EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Lisa Carter

    DIRECTOR-ATTORNEY

    Total calculated
    $206,685
    From this org
    $185,519
    From related orgs
    $0
    Other
    $21,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,590
    Bonus
    $929
    Other
    $0
    Deferred
    $1,576
    Nontaxable benefits
    $19,590
    Filer's total
    $206,685

  • Haley Recor

    ATTORNEY

    Total calculated
    $137,607
    From this org
    $117,386
    From related orgs
    $0
    Other
    $20,221
    Hours/week
    40

  • Mark Hinds

    ATTORNEY

    Total calculated
    $129,056
    From this org
    $108,835
    From related orgs
    $0
    Other
    $20,221
    Hours/week
    40

  • Stanley Johnson

    ATTORNEY

    Total calculated
    $124,477
    From this org
    $104,256
    From related orgs
    $0
    Other
    $20,221
    Hours/week
    40

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

  • UFCW BENEFITS ADMINISTRATION LLC

    PROVIDE ADMINISTRATIVE SUPPORT · GA

  • THE BOARD OF TRUSTEES

    TRUSTEES · GA

  • UFCW LOCAL 1996

    LABOR UNION · GA

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 corporations and trusts

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

  • THE KROGER CO

    RETAIL GROCERY · OH

  • BGDC DISTIBUTION

    GA

  • GINO MORENA

    CA

  • HAC

    OK

  • HHS GOVERNMENT SERVICE LLC

    TX

  • KAISER

    GA

  • PCSI

    TX

  • KLIMA BARBERS & BEAUTY

    KS

  • SMITHFIELD PACKING

    VA

  • TITAN

    CA

  • T-SQUARED LOGISTICS

    CO

  • LOGMET

    GA

  • SHENANDOAH FLEET

    VA

Provenance

Return type
form_990
Tax year
2023
Filed
2 October 2024
IRS schema version
2023v5.1
Source object
202433079349300008

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