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← TEAMSTERS LOCAL NO 623 LEGAL SERVICES FUND

Form 990 for tax year 2024

Filed by TEAMSTERS LOCAL NO 623 LEGAL SERVICES FUND.

Totals

Total revenue
$146,660
Total expenses
$186,250
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$129,893
Investment income
$16,767
Other revenue
$0
Total assets, end of year
$887,418
Total liabilities, end of year
$22,000
Net assets or fund balances, end of year
$865,418
Program services expenses (Part IX)
$168,000
Management and general expenses
$18,250
Fundraising expenses
$0
Program service expenses (Part III)
$168,000

Program services were 90.2% 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 $129,893 · related or exempt $129,893

  • 3 · Investment income

    total $16,767 · related or exempt $16,767

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $168,000 · program services $168,000

  • 11c · Fees: accounting

    total $8,539 · management and general $8,539

  • 23 · Insurance

    total $3,143 · management and general $3,143

  • 24a · Other expenses: BANK FEES

    total $150 · management and general $150

  • 24b · Other expenses: PRINTING

    total $6,418 · management and general $6,418

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $873,655 · end of year $875,622

  • 4 · Accounts receivable

    beginning of year $26,842 · end of year $11,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,500 · end of year $22,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $882,997 · end of year $865,418

Mission and programs · 2024

Mission

THE PLAN WAS ESTABLISHED TO PROVIDE LEGAL SERVICES BENEFITS FOR ELIGIBLE PARTICIPANTS, THEIR SPOUSES AND DEPENDENTS

  • THE PLAN WAS ESTABLISHED TO PROVIDE LEGAL SERVICES BENEFITS FOR ELIGIBLE PARTICIPANTS, THEIR SPOUSES AND DEPENDENTS

    Expenses $168,000 · Revenue $129,893

As filed on the 2024 return.

Listed in Part VII

  • Robert Cowie

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard Hooker

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Clarence Bagby

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cameron Donavan

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

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.

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.

  • UNITED PARCEL SERVICE

    DELIVERY SERVICES · 0% owned

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202523079349302532

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