Civic Intelligence

Ufcw Local 1776 & Participating Employers Legal Trust Fund

990 • Fiscal year 2023 • EIN 23-2069083

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

Organization ProfileUFCW1776BENEFITFUNDS.ORG/LEGALFUNDPAGE1NEW.HTM

View Organization Page

3031B Walton RoadPlymouth Meeting, PA 19462

(610) 941-9400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

3.2%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

0.9%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$732,649

Flat from 2023

Net Assets

Flat

$727,410

Flat from 2023

Liabilities

Flat

$5,239

Flat from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin54th percentile

Revenue

Flat

$465,061

Flat from 2023

Expenses

Flat

$450,341

Flat from 2023

Net Income

Flat

$14,720

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $785,626Liabilities 2011: $4,892Net Assets 2011: $780,7342011Assets 2012: $358,341Liabilities 2012: $4,915Net Assets 2012: $353,4262012Assets 2013: $293,816Liabilities 2013: $3,811Net Assets 2013: $290,0052013Assets 2014: $331,267Liabilities 2014: $8,324Net Assets 2014: $322,9432014Assets 2015: $389,185Liabilities 2015: $7,478Net Assets 2015: $381,7072015Assets 2016: $451,619Liabilities 2016: $6,113Net Assets 2016: $445,5062016Assets 2017: $493,404Liabilities 2017: $6,959Net Assets 2017: $486,4452017Assets 2018: $505,147Liabilities 2018: $19,501Net Assets 2018: $485,6462018Assets 2019: $567,351Liabilities 2019: $7,019Net Assets 2019: $560,3322019Assets 2020: $630,284Liabilities 2020: $8,000Net Assets 2020: $622,2842020Assets 2021: $725,408Liabilities 2021: $6,447Net Assets 2021: $718,9612021Assets 2022: $708,589Liabilities 2022: $10,742Net Assets 2022: $697,8472022Assets 2023: $732,649Liabilities 2023: $5,239Net Assets 2023: $727,4102023Assets 2023: $732,649Liabilities 2023: $5,239Net Assets 2023: $727,4102023Assets 2024: $796,016Liabilities 2024: $28,558Net Assets 2024: $767,4582024

Highlighted filing

2023

Assets$732,649
Liabilities$5,239
Net Assets$727,410
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $722,789Expenses 2011: $664,863Net Income 2011: $57,9262011Expenses 2012: $582,5762012Revenue 2013: $525,560Expenses 2013: $588,981Net Income 2013: -$63,4212013Revenue 2014: $608,897Expenses 2014: $575,959Net Income 2014: $32,9382014Revenue 2015: $593,571Expenses 2015: $534,807Net Income 2015: $58,7642015Revenue 2016: $578,512Expenses 2016: $514,713Net Income 2016: $63,7992016Revenue 2017: $550,622Expenses 2017: $508,524Net Income 2017: $42,0982017Revenue 2018: $526,024Expenses 2018: $508,835Net Income 2018: $17,1892018Revenue 2019: $517,013Expenses 2019: $460,692Net Income 2019: $56,3212019Revenue 2020: $502,824Expenses 2020: $436,897Net Income 2020: $65,9272020Revenue 2021: $518,133Expenses 2021: $454,920Net Income 2021: $63,2132021Revenue 2022: $461,140Expenses 2022: $445,419Net Income 2022: $15,7212022Revenue 2023: $465,061Expenses 2023: $450,341Net Income 2023: $14,7202023Revenue 2023: $465,061Expenses 2023: $450,341Net Income 2023: $14,7202023Revenue 2024: $426,267Expenses 2024: $416,320Net Income 2024: $9,9472024

Highlighted filing

2023

Revenue$465,061
Expenses$450,341
Net Income$14,720
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$782,365
Mission and Program Overview

Mission

To provide prepaid legal services for union participants and their dependents.

To provide prepaid legal services to eligible union participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$697,847$727,410▲ $29,563
Investments in Publicly Traded Securities$414,605$584,243▲ $169,638
Accounts Receivable$31,337$124,772▲ $93,435
Savings and Temporary Cash Investments$255,239$18,410▼ $236,829
Prepaid Expenses and Deferred Charges$6,293$3,575▼ $2,718
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$708,589$732,649▲ $24,060
Other Assets Total$1,115$1,649▲ $534
Liabilities
Accounts Payable and Accrued Expenses$10,742$5,239▼ $5,503
Total Liabilities$10,742$5,239▼ $5,503
Net Assets / Fund Balance
Total Net Assets Fund Balance$697,847$727,410▲ $29,563
Total Liabilities and Net Assets / Fund Balance$708,589$732,649▲ $24,060
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Anthony ZolloTrustee
Dan DosenbachTrustee
Leonard PurnellTrustee
Wendell W Young IvTrustee - Alternate

Highest Paid Contractors

ContractorServicesLocationCompensation
Young Law Group PCLegal Service Provider3031 WALTON ROAD STE A330, Plymouth Meeting, PA 19462$354,594
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$444,194
Investment Income
$20,867
Other Revenue
$0
Change in Net Assets
$14,720

Audited Revenue Reconciliation

Revenue per Audited Statements
$460,843
Revenue Not Reported on Financial Statements
$4,218
Revenue Not Reported on Form 990
$14,843
Total Revenue per Audited Statements
$475,686
Total Revenue per Form 990
$465,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$354,594--$354,594
Fees for Services Management$45,301--$45,301
Conferences and Meetings$19,137--$19,137
Fees for Services Legal$11,768--$11,768
Insurance$5,067--$5,067
Fees for Services Accounting$5,050--$5,050
Fees for Service Investment Mgmnt Fees$4,218--$4,218
Office Expenses$4,011--$4,011
Other Expenses$1,195--$1,195
Total Functional Expenses$450,341$0$0$450,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$450,341
Expenses per Audited Statements$446,123
Total Expenses per Audited Statements$446,123
Expenses Not Reported on Financial Statements$4,218
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is completed by an outside accounting firm and is presented to the board of trustees for review at a board meeting. The accounting firm makes any changes that are requested by the board. Once the board has reviewed and accepted the form 990, it is approved for signature and filed.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors compliance with these policies with the assistance of the plan professionals.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for inspection upon request during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 1776 & Participating
EIN
23-2069083
Phone
6109419400
Address
3031B WALTON ROAD, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Leonard Purnell
Title
Trustee
Phone
6109419400
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard Purnell
Formed
1978
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE COURT SUITE 100, READING, PA 19606
Preparer
Alan D Ross CPA
Phone
6107799555
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust established to hold the plan's assets received an exemption letter from the internal revenue service stating that the trust is tax exempt pursuant to section 501(c)(9) of the internal revenue code, and accordingly, the trust's net investment income is exempt from income taxes. However, from time to time, the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2023 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the internal revenue code to maintain the tax exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with applicable requirements of the irc and, therefore, believes that the related trust is tax exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IndoorTanningServicesInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX EXEMPT PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. HOWEVER, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE INTERNAL REVENUE CODE TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0475686
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0446123
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A BOARD MEETING. THE ACCOUNTING FIRM MAKES ANY CHANGES THAT ARE REQUESTED BY THE BOARD. ONCE THE BOARD HAS REVIEWED AND ACCEPTED THE FORM 990, IT IS APPROVED FOR SIGNATURE AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS COMPLIANCE WITH THESE POLICIES WITH THE ASSISTANCE OF THE PLAN PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0231622702
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1222813419
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BROWN'S SHOPRITE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2SHOP RITE OF BETHLEHEM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0283275
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt131345
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt216744
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0283275
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt131345
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt216775
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COLLECTIVELY BARGAINED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COLLECTIVELY BARGAINED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2COLLECTIVELY BARGAINED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ACME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BROWN'S SHOP RITE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SHOP RITE OF BETHLEHEM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0708589
IRS990/TotalAssetsEOYAmt0732649
IRS990/TotalAssetsGrp/BOYAmt0708589
IRS990/TotalAssetsGrp/EOYAmt0732649
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450341
IRS990/TotalFunctionalExpensesGrp/TotalAmt0450341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010742
IRS990/TotalLiabilitiesEOYAmt05239
IRS990/TotalLiabilitiesGrp/BOYAmt010742
IRS990/TotalLiabilitiesGrp/EOYAmt05239
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0697847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0727410
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0450341
IRS990/TotalProgramServiceRevenueAmt0444194
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0444194
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0465061
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0708589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0732649
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03031 B WALTON ROAD
IRS990/USAddress/CityNm0PLYMOUTH MEETING
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019462
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0UFCW1776BENEFITFUNDS.ORG/LEGALFUNDPAGE1NEW.HTM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD PURNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109419400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LOCAL 1776 & PARTICIPATING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYERS LEGAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0232069083
ReturnHeader/Filer/PhoneNum06109419400
ReturnHeader/Filer/USAddress/AddressLine1Txt03031B WALTON ROAD
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019462
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02024-10-18T14:05:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$732,649
Liabilities
$5,239
Net assets
$727,410
Revenue
$465,061
Expenses
$450,341
Net income
$14,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.29$7.67$4.26$4.16$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.33$0.05$7.27$4.65$4.50$0.15
2023Summary only. Only limited summary data is available for this year.$7.33$0.05$7.27$4.65$4.50$0.15
2022Summary only. Only limited summary data is available for this year.$7.09$0.11$6.98$4.61$4.45$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.06$7.19$5.18$4.55$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.08$6.22$5.03$4.37$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.07$5.60$5.17$4.61$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.20$4.86$5.26$5.09$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.07$4.86$5.51$5.09$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.06$4.46$5.79$5.15$0.64
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.07$3.82$5.94$5.35$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.08$3.23$6.09$5.76$0.33
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.04$2.90$5.26$5.89$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.05$3.53$5.83
2011Summary only. Only limited summary data is available for this year.$7.86$0.05$7.81$7.23$6.65$0.58