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Nonprofiteer
← TEAMSTER LOCAL NO 115 LEGAL FUND

Form 990 for tax year 2023

Filed by TEAMSTER LOCAL NO 115 LEGAL FUND.

Totals

Total revenue
$1,648,096
Total expenses
$535,369
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,092,161
Investment income
$555,905
Other revenue
$30
Total assets, end of year
$17,952,055
Total liabilities, end of year
$37,225
Net assets or fund balances, end of year
$17,914,830
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 $1,092,161 · related or exempt $1,092,161

  • 3 · Investment income

    total $555,905 · excluded $555,905

  • 11a · Other revenue: OTHER INCOME

    total $30 · related or exempt $30

  • 11e · Other revenue, total

    $30

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $271,408

  • 7 · Other salaries and wages

    total $73,169

  • 8 · Pension plan contributions

    total $34,061

  • 9 · Other employee benefits

    total $27,103

  • 10 · Payroll taxes

    total $6,532

  • 11b · Fees: legal

    total $5,251

  • 11c · Fees: accounting

    total $15,266

  • 11f · Fees: investment management

    total $5,515

  • 13 · Office expenses

    total $38,396

  • 14 · Information technology

    total $20,404

  • 16 · Occupancy

    total $10,092

  • 22 · Depreciation, depletion and amortization

    total $1,014

  • 23 · Insurance

    total $27,158

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $361,349 · end of year $253,274

  • 2 · Savings and temporary cash investments

    beginning of year $1,948,084 · end of year $2,415,637

  • 4 · Accounts receivable

    beginning of year $215,933 · end of year $99,234

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,829 · end of year $10,160

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

    $31,403

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

    $18,805

  • 10c · Land, buildings and equipment, net

    beginning of year $6,962 · end of year $12,598

  • 11 · Investments: publicly traded securities

    beginning of year $13,106,336 · end of year $15,146,852

  • 15 · Other assets

    beginning of year $11,874 · end of year $14,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,898 · end of year $23,366

  • 25 · Other liabilities

    beginning of year $3,956 · end of year $13,859

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 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 $15,647,513 · end of year $17,914,830

Mission and programs · 2023

Mission

TO PROVIDE CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL UNION 115 AND OTHER ELIGIBLE BENEFICIARIES, INCLUDING THEIR SPOUSES, AND MINOR DEPENDENTS WITHIN THE SAME HOUSEHOLD.

Activities or mission (Part I)

V.E.B.A. PLAN THAT PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL NO. 115 AND OTHER ELIGIBLE BENEFICIARIES, HIS OR HER SPOUSE, AND TO HIS OR HER MINOR DEPENDENTS WITHIN THE SAME HOUSEHOLD.

  • CERTAIN LEGAL SERVICES ARE PROVIDED TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL NO. 115 AND OTHER ELIGIBLE BENEFICIARIES, INCLUDING THEIR SPOUSES, AND THEIR MINOR DEPENDENTS WITHIN THE SAME HOUSEHOLD.

As filed on the 2023 return.

Listed in Part VII

  • Jeff Allen

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leo Reilly

    UNION TRUSTEE

    Total calculated
    $109,296
    From this org
    $0
    From related orgs
    $55,725
    Other
    $53,571
    Hours/week
    1

  • Rob Schimmel

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shane Reilly

    UNION TRUSTEE

    Total calculated
    $180,413
    From this org
    $0
    From related orgs
    $117,140
    Other
    $63,273
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,140 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $35,047 related
    Nontaxable benefits
    $0 + $28,226 related
    Filer's total
    $0 + $180,413 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

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.

  • TEAMSTERS UNION LOCAL NO 115 PENSION PLAN

    401(A)/501(A) · PENSION PLAN · PA

  • TEAMSTERS UNION LOCAL NO 115 HEALTH & WELFARE FUND

    501(C)(9) · VEBA PLAN · PA

  • PENSION PLAN FOR EMPLYEES OF THE TEAMSTERS LOCAL NO 115 FUNDS

    401(A)/501(A) · PENSION PLAN · PA

  • CHELETNHAM TOWNSHIP

    N/A · LOCAL GOVERMENTAL ENTITY · PA

  • DELAWARE VALLEY UNIVERSITY

    501(C)(3) · UNIVERSITY · PA

  • DREXEL UNIVERSITY

    501(C)(3) · UNIVERSITY · PA

  • PHILADELPHIA PARKING AUTHORITY

    N/A · GOVERMENTAL ENTITY · PA

  • UNIVERSITY OF PENNSYLVANIA

    501(C)(3) · UNIVERSITY · PA

  • TEAMSTERS LOCAL UNION NO 115

    501(C)(5) · LABOR UNION · PA

  • BRISTOL TWP SCHOOL DISTRICT

    EDUCATION · PA

  • DELCORA

    LOCAL GOVERMENTAL ENTITY · PA

  • CWA LOCAL 1033

    501(C)(5) · LABOR UNION · NJ

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.

  • ALL SEASON MOVERS SOUTH

  • ALLEN BROTHERS

  • ARAMARK EDUCATIONAL SERVICES

  • ARTHUR JACKSON CO (CRESCENT)

  • AVIS RENT A CAR

  • BRENNTAG SPECIALTIES

  • DURHAM SCHOOL SERVICES

  • FIRST TRANSIT INC

  • REPUBLIC SERV MT LAUREL NJ

  • ROYAL ELECTRIC SUPPLY COMPANY

  • SUNIK LLC

  • TRANSDEVFIRST TRANSIT

  • WASTE MGT INC USA

  • WATTS WINDOW CLEANING & JANITOR

  • WAYNE MOVING & STORAGE

Provenance

Return type
form_990
Tax year
2023
Filed
10 October 2024
IRS schema version
2023v5.1
Source object
202422849349302212

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