Civic Intelligence

Local 639 Legal Services Fund

EIN 52-1096713 • 501(c)9 • Columbia, MD

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Profile

To provide legal, tax preparation, and other benefits to eligible employees covered under the collective bargaining agreement.

7130 Columbia Gateway Drive Ste AColumbia, MD 21046

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

65%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$6,284

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,888,071

Up $199,680 (+12%) from 2023

Liabilities

Up

$17,231

Up $6,572 (+62%) from 2023

Net Assets

Up

$1,870,840

Up $193,108 (+12%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin88th percentile

Revenue

Up

$294,857

Up $65,728 (+29%) from 2023

Expenses

Down

$101,749

Down $11,645 (-10%) from 2023

Net Income

Up

$193,108

Up $77,373 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $931,473Liabilities 2010: $2,176Net Assets 2010: $929,2972010Assets 2011: $1,005,496Liabilities 2011: $6,659Net Assets 2011: $998,8372011Assets 2012: $1,034,052Liabilities 2012: $2,569Net Assets 2012: $1,031,4832012Assets 2013: $1,042,578Liabilities 2013: $2,762Net Assets 2013: $1,039,8162013Assets 2014: $1,064,074Liabilities 2014: $401Net Assets 2014: $1,063,6732014Assets 2015: $1,110,247Liabilities 2015: $9,159Net Assets 2015: $1,101,0882015Assets 2016: $1,152,697Liabilities 2016: $15,635Net Assets 2016: $1,137,0622016Assets 2017: $1,200,279Liabilities 2017: $10,830Net Assets 2017: $1,189,4492017Assets 2018: $1,270,916Liabilities 2018: $3,075Net Assets 2018: $1,267,8412018Assets 2019: $1,363,459Liabilities 2019: $3,442Net Assets 2019: $1,360,0172019Assets 2020: $1,417,875Liabilities 2020: $4,935Net Assets 2020: $1,412,9402020Assets 2021: $1,480,772Liabilities 2021: $9,821Net Assets 2021: $1,470,9512021Assets 2022: $1,569,608Liabilities 2022: $7,611Net Assets 2022: $1,561,9972022Assets 2023: $1,688,391Liabilities 2023: $10,659Net Assets 2023: $1,677,7322023Assets 2024: $1,888,071Liabilities 2024: $17,231Net Assets 2024: $1,870,8402024

Highlighted filing

2024

Assets$1,888,071
Liabilities$17,231
Net Assets$1,870,840
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0Expenses 2010: $206,1402010Revenue 2011: $258,776Expenses 2011: $189,236Net Income 2011: $69,5402011Expenses 2012: $211,3702012Revenue 2013: $228,246Expenses 2013: $219,913Net Income 2013: $8,3332013Revenue 2014: $219,467Expenses 2014: $195,610Net Income 2014: $23,8572014Revenue 2015: $202,221Expenses 2015: $164,806Net Income 2015: $37,4152015Revenue 2016: $216,888Expenses 2016: $180,914Net Income 2016: $35,9742016Revenue 2017: $220,204Expenses 2017: $167,817Net Income 2017: $52,3872017Revenue 2018: $222,352Expenses 2018: $143,960Net Income 2018: $78,3922018Revenue 2019: $229,278Expenses 2019: $137,102Net Income 2019: $92,1762019Revenue 2020: $181,179Expenses 2020: $128,256Net Income 2020: $52,9232020Revenue 2021: $161,252Expenses 2021: $103,241Net Income 2021: $58,0112021Revenue 2022: $193,614Expenses 2022: $102,568Net Income 2022: $91,0462022Revenue 2023: $229,129Expenses 2023: $113,394Net Income 2023: $115,7352023Revenue 2024: $294,857Expenses 2024: $101,749Net Income 2024: $193,1082024

Highlighted filing

2024

Revenue$294,857
Expenses$101,749
Net Income$193,108
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,888,071
Liabilities
$17,231
Net assets
$1,870,840
Revenue
$294,857
Expenses
$101,749
Net income
$193,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.02$1.87$0.29$0.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$0.23$0.11$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.56$0.19$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.41$0.18$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.23$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.22$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.14$0.22$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.20$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.22$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.23$0.22$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.21
2011Summary only. Only limited summary data is available for this year.$1.01$0.01$1.00$0.26$0.19$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$294,857
Mission and Program Overview

Mission

To provide legal, tax preparation, and other benefits to eligible employees covered under the collective bargaining agreement.

To provide legal and tax benefits for eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,677,732$1,870,840▲ $193,108
Savings and Temporary Cash Investments$1,647,000$1,813,000▲ $166,000
Accounts Receivable$15,131$57,266▲ $42,135
Cash and Non-Interest-Bearing Accounts$25,085$17,805▼ $7,280
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,688,391$1,888,071▲ $199,680
Other Assets Total$1,175--
Liabilities
Accounts Payable and Accrued Expenses$10,659$17,231▲ $6,572
Total Liabilities$10,659$17,231▲ $6,572
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,677,732$1,870,840▲ $193,108
Total Liabilities and Net Assets / Fund Balance$1,688,391$1,888,071▲ $199,680
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
Frank W StegmanTrustee$6,284$6,284

Board Members and Trustees

NameTitle
Michael GobleTrustee
Scott ClarkTrustee
Wayne SettlesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$180,372
Investment Income
$114,485
Other Revenue
$0
Change in Net Assets
$193,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,935
Salaries, Compensation, and Employee Benefits$6,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$25,848
Benefits to Members---$20,530
Fees for Services Accounting---$20,445
Office Expenses---$12,733
Fees for Services Legal---$10,709
Current Officers, Directors, Trustees, and Key Employees---$6,284
Insurance---$5,200
Total Functional Expenses$0$0$0$101,749
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
Audit committee
Yes
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
No
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 has been provided to the fund administrator to be distributed to the fund's board of trustees prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The organization's annual financial disclosure statements in form 5500 are available for public inspection at the erisa website.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Frank w. Stegman - 3130 ames place, n.e., washington, dc 20018. Wayne settles - 3130 ames place, n.e., washington, dc 20018. Scott clark - 3130 ames place, n.e., washington, dc 20018. Michael goble - 3130 ames place, n.e., washington, dc 20018.”

Filing and Contact Details

Filer

Filer Name
Local 639 Legal Services Fund
EIN
52-1096713
Phone
4108729500
Address
7130 COLUMBIA GATEWAY DRIVE STE A, COLUMBIA, MD 21046

Signing Officer

Name
Scott Clark
Title
Trustee
Phone
4108729500
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Clark
Formed
1977
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE STE 1200W, BETHESDA, MD 20814
Preparer
Joseph M Herishen CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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 (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix312 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010659
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017231
IRS990/AccountsReceivableGrp/BOYAmt015131
IRS990/AccountsReceivableGrp/EOYAmt057266
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LEGAL AND TAX BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt020530
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum04108729500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07130 COLUMBIA GATEWAY DRIVE SUITE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021046
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01677732
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01870840
IRS990/CashNonInterestBearingGrp/BOYAmt025085
IRS990/CashNonInterestBearingGrp/EOYAmt017805
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06284
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt020530
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0114485
IRS990/CYOtherExpensesAmt074935
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0180372
IRS990/CYRevenuesLessExpensesAmt0193108
IRS990/CYSalariesCompEmpBnftPaidAmt06284
IRS990/CYTotalExpensesAmt0101749
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294857
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED LEGAL, TAX PREPARATION AND OTHER BENEFITS THAT MAY BE ADDED BY THE BOARD OF TRUSTEES TO ELIGIBLE EMPLOYEES AND DEPENDENTS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020445
IRS990/FeesForServicesLegalGrp/TotalAmt010709
IRS990/FeesForServicesManagementGrp/TotalAmt025848
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK W STEGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1WAYNE SETTLES
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL GOBLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0294857
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt05200
IRS990/InvestmentIncomeGrp/ExclusionAmt0114485
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114485
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LEGAL, TAX PREPARATION, AND OTHER BENEFITS THAT MAY BE ADDED BY THE BOARD OF TRUSTEES, TO ELIGIBLE EMPLOYEES COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01677732
IRS990/NetAssetsOrFundBalancesEOYAmt01870840
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt012733
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01175
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT CLARK
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0180372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0180372
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016826
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt082428
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0194702
IRS990/PYRevenuesLessExpensesAmt0115735
IRS990/PYSalariesCompEmpBnftPaidAmt014140
IRS990/PYTotalExpensesAmt0113394
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0229129
IRS990/ReconcilationRevenueExpnssAmt0193108
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01647000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01813000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 HAS BEEN PROVIDED TO THE FUND ADMINISTRATOR TO BE DISTRIBUTED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S ANNUAL FINANCIAL DISCLOSURE STATEMENTS IN FORM 5500 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FRANK W. STEGMAN - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. WAYNE SETTLES - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. SCOTT CLARK - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. MICHAEL GOBLE - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BREAKTHRU BEVERAGE GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CLARK CONSTRUCTION GROUP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2COLLINGTON SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DEAN TRANSPORTATIONINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4GIANT FOOD (639 DRIVERS)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5LOCAL 639 DRIVERS CHAUFFEURS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6MARVA MAID
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7MDVA MILK PRODUCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8QUALITY CUSTOM DISTRIBUTION SVC (FORMERLY DPI)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9RATP DEV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10REPUBLIC NATIONAL DISTRIBUTING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11S FREEDMAN & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12SAFEWAY INC
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IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04108729500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 639 LEGAL SERVICES FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0521096713
ReturnHeader/Filer/PhoneNum04108729500
ReturnHeader/Filer/USAddress/AddressLine1Txt07130 COLUMBIA GATEWAY DRIVE STE A
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T10:37:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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