Teamsters Union Local 331 Legal Services Trust Fund

EIN 23-6737796 • 501(c)9

Profile

Legal benefits to union members

1 Philadelphia Avenue08215-1168

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2013

-166%

Higher net margin than 31% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2013

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $714,457 (-100%) from 2012

Liabilities

Flat

Flat from 2012

Net Assets

Down

Down $714,457 (-100%) from 2012

Operations

Liabilities / Revenue80th percentile Net Margin31st percentile

Revenue

$55,103

No earlier filing loaded for comparison.

Expenses

Down

$146,553

Down $28,365 (-16%) from 2012

Net Income

-$91,450

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2013

Assets$0

Liabilities$0

Net Assets$0

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2013

Revenue$55,103

Expenses$146,553

Net Income-$91,450

Open 2013 Filing

Filings

Most recent year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $55,103
Expenses: $146,553
Net income: -$91,450

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.55	$1.47	$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.14	$0.00	$7.14		$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$8.32	$0.05	$8.28		$1.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$9.34	$0.09	$9.25		$1.96

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Oct 27, 2014
Return Version: 2013v3.1
Gross Receipts: $55,103

Mission and Program Overview

Mission

Legal benefits to union members

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Rtn Earn Endowment Incm Other Fnds	$714,457	-	-
Savings and Temporary Cash Investments	$708,053	-	-
Accounts Receivable	$5,266	-	-
Land, Buildings, and Equipment, Net	$786	-	-
Prepaid Expenses and Deferred Charges	$352	-	-
Total Assets	$714,457	$0	▼ $714,457
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance	$714,457	$0	▼ $714,457
Total Liabilities and Net Assets / Fund Balance	$714,457	$0	▼ $714,457

Compensation and Service Providers

Top Officer Pay75th percentile

Board Members and Trustees

Name	Title
Frank Banko Iii	Trustee
Frank Phillips	Trustee
Marcus King	Trustee
Ralph Henry Sr	Trustee
Thomas Ritter	Trustee

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $46,717
Investment Income: $8,386
Other Revenue: $0
Change in Net Assets: $-91,450

Audited Revenue Reconciliation

Revenue per Audited Statements: $55,103
Total Revenue per Audited Statements: $55,103
Total Revenue per Form 990: $55,103

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$84,879
Salaries, Compensation, and Employee Benefits	$16,289
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Benefits to Members	-	-	-	$45,385
Fees for Services Legal	-	-	-	$45,238
Fees for Services Accounting	-	-	-	$12,050
Occupancy	-	-	-	$10,954
Other Salaries and Wages	-	-	-	$9,226
Fees for Services Other	-	-	-	$8,291
Other Employee Benefits	-	-	-	$4,296
All Other Expenses	-	-	-	$1,486
Pension Plan Contributions	-	-	-	$1,456
Payroll Taxes	-	-	-	$1,311
Other Expenses	-	-	-	$582
Depreciation Depletion	-	-	-	$255
Total Functional Expenses	$0	$0	$0	$146,553

Audited Expense Reconciliation

Line Item	Amount
Expenses per Audited Statements	$146,553
Total Expenses per Audited Statements	$146,553
Total Expenses per Form 990	$146,553

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
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: Yes
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: Yes
Other officer compensation reviewed: Yes
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, Page 6, Part VI, Line 11B

“The form 990 is prepared by the local's independent certified public accounting firm. It is then forwarded to the trustees for review and signature by a trustee.”

Form 990, Page 6, Part VI, Line 12C

“The fund is subject to the employee retirement income security act (erisa) which outlines prohibitive transaction between parties in interest.”

Form 990, Page 6, Part VI, Line 15A

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 15B

“The trustees review pay scales and benefits packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available to the public on request.”

Filing and Contact Details

Filer

EIN: 23-6737796
Phone: 6094850837

Signing Officer

Name: Marcus King
Title: Trustee
Phone: 6094850837
Signed: 2014-10-27
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Marcus King
Formed: 1983
Legal Domicile: Nj
Voting Board Members: 4
Independent Board Members: 4
Employees: 2

Preparer

Preparer: John C Kosmerl CPA
Phone: 6103725815

Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Assets merged into teamsters 331 health & welfare 654,144”

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City	1	EGGHARBOR CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City	2	EGG HARBOR CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City	3	EGG HARBOR CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City	4	EGG HARBOR CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State	0	NJ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State	1	NJ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State	2	NJ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State	3	NJ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State	4	NJ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode	0	08215
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode	1	08215
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode	2	08215
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode	3	08215
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode	4	08215
IRS990ScheduleN/OwnerOfSuccessorInd	0	false
IRS990ScheduleN/ReceiveCompensationInd	0	false
IRS990ScheduleN/RequiredToNotifyAGInd	0	false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt	0	THE TEAMSTERS LOCAL 331 LEGAL SERVICES TRUST FUND AND THE TEAMSTERS LOCAL 331 HEALTH & WELFARE FUND ARE JOINT TRUSTEED BENEFIT FUNDS. THE TRUSTEES ARE AS FOLLOWS: MARCUS KING, FRANK BANKO III, FRANK PHILLIPS AND THOMAS RITTER. A COPY OF THE MERGER RESOLUTION IS ATTACHED TO THIS FILING.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt	1	THE ORGANIZATION NEVER HAD ANY TAX-EXEMPT BOND LIABILITIES.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc	0	SCHEDULE N, PAGE 1, PART I, LINE 2E
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc	1	SCHEDULE N, PAGE 2, PART I, LINE 6C
IRS990/ScheduleORequiredInd	0	true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	THE FORM 990 IS PREPARED BY THE LOCAL'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. IT IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	THE FUND IS SUBJECT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) WHICH OUTLINES PROHIBITIVE TRANSACTION BETWEEN PARTIES IN INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE TRUSTEES REVIEW PAY SCALES AND BENEFITS PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ASSETS MERGED INTO TEAMSTERS 331 HEALTH & WELFARE 654,144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd	0	false
IRS990/SignificantChangeInd	0	false
IRS990/SignificantNewProgramSrvcInd	0	false
IRS990/SubjectToProxyTaxInd	0	false
IRS990/TaxablePartyNotificationInd	0	false
IRS990/TaxExemptBondsInd	0	false
IRS990/TempOrPermanentEndowmentsInd	0	false
IRS990/TerminateOperationsInd	0	true
IRS990/TotalAssetsBOYAmt	0	714457
IRS990/TotalAssetsEOYAmt	0	0
IRS990/TotalAssetsGrp/BOYAmt	0	714457
IRS990/TotalAssetsGrp/EOYAmt	0	0
IRS990/TotalCompGreaterThan150KInd	0	false
IRS990/TotalEmployeeCnt	0	2
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt	0	0
IRS990/TotalFunctionalExpensesGrp/TotalAmt	0	146553
IRS990/TotalGrossUBIAmt	0	0
IRS990/TotalLiabilitiesEOYAmt	0	0
IRS990/TotalLiabilitiesGrp/BOYAmt	0	0
IRS990/TotalLiabilitiesGrp/EOYAmt	0	0
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt	0	714457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt	0	0
IRS990/TotalProgramServiceRevenueAmt	0	46717
IRS990/TotalRevenueGrp/ExclusionAmt	0	1927
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	53176
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt	0	55103
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt	0	714457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt	0	0
IRS990/TypeOfOrganizationOtherInd	0	X
IRS990/UnrelatedBusIncmOverLimitInd	0	false
IRS990/UponRequestInd	0	X
IRS990/USAddress/AddressLine1	0	1 PHILADELPHIA AVENUE
IRS990/USAddress/City	0	EGG HARBOR CITY
IRS990/USAddress/State	0	NJ
IRS990/USAddress/ZIPCode	0	082150000
IRS990/VotingMembersGoverningBodyCnt	0	4
IRS990/VotingMembersIndependentCnt	0	4
IRS990/WhistleblowerPolicyInd	0	false
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARCUS KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6094850837
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	TEAMSTERS UNION LOCAL 331 LEGAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	SERVICES TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	TEAM
ReturnHeader/Filer/EIN	0	236737796
ReturnHeader/Filer/PhoneNum	0	6094850837
ReturnHeader/Filer/USAddress/AddressLine1	0	1 PHILADELPHIA AVENUE
ReturnHeader/Filer/USAddress/City	0	EGG HARBOR CITY
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	082151168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	232872012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	KOSMERL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	535 N 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	19601
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6103725815
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN C KOSMERL CPA
ReturnHeader/ReturnTs	0	2014-11-11T10:57:08-06:00
ReturnHeader/ReturnTypeCd	0	990
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

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