Civic Intelligence

Oregon Teamsters Group Legal Trust Fund

EIN 93-0713781 • 501(c)9 • Tigard, OR

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Profile

To provide prepaid legal insurance until August 31, 2023.

9600 SW Oak Street 570Tigard, OR 97223

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

7th percentile

-44375%

Higher net margin than 7% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

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 2024

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-100%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $34,115 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $33,725 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$76

Down $51,358 (-100%) from 2023

Expenses

Down

$33,801

Down $26,819 (-44%) from 2023

Net Income

Down

-$33,725

Down $24,539 (-267%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$100K$50K$0Assets 2010: $92,843Liabilities 2010: $4,512Net Assets 2010: $88,3312010Assets 2011: $86,817Liabilities 2011: $4,106Net Assets 2011: $82,7112011Assets 2012: $86,054Liabilities 2012: $6,187Net Assets 2012: $79,8672012Assets 2013: $78,202Liabilities 2013: $5,286Net Assets 2013: $72,9162013Assets 2014: $76,631Liabilities 2014: $6,674Net Assets 2014: $69,9572014Assets 2015: $80,521Liabilities 2015: $9,366Net Assets 2015: $71,1552015Assets 2016: $74,881Liabilities 2016: $9,446Net Assets 2016: $65,4352016Assets 2017: $73,155Liabilities 2017: $10,312Net Assets 2017: $62,8432017Assets 2018: $73,591Liabilities 2018: $15,351Net Assets 2018: $58,2402018Assets 2019: $74,368Liabilities 2019: $19,964Net Assets 2019: $54,4042019Assets 2020: $70,812Liabilities 2020: $22,674Net Assets 2020: $48,1382020Assets 2021: $71,662Liabilities 2021: $25,882Net Assets 2021: $45,7802021Assets 2022: $71,102Liabilities 2022: $28,191Net Assets 2022: $42,9112022Assets 2023: $34,115Liabilities 2023: $390Net Assets 2023: $33,7252023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2010: $48,142Expenses 2010: $47,863Net Income 2010: $2792010Revenue 2011: $40,856Expenses 2011: $46,476Net Income 2011: -$5,6202011Revenue 2012: $41,600Expenses 2012: $44,444Net Income 2012: -$2,8442012Revenue 2013: $35,213Expenses 2013: $42,164Net Income 2013: -$6,9512013Revenue 2014: $39,060Expenses 2014: $42,019Net Income 2014: -$2,9592014Revenue 2015: $41,345Expenses 2015: $40,147Net Income 2015: $1,1982015Revenue 2016: $32,216Expenses 2016: $37,936Net Income 2016: -$5,7202016Revenue 2017: $37,427Expenses 2017: $40,019Net Income 2017: -$2,5922017Revenue 2018: $39,598Expenses 2018: $44,201Net Income 2018: -$4,6032018Revenue 2019: $40,192Expenses 2019: $44,028Net Income 2019: -$3,8362019Revenue 2020: $38,924Expenses 2020: $45,190Net Income 2020: -$6,2662020Revenue 2021: $41,708Expenses 2021: $44,066Net Income 2021: -$2,3582021Revenue 2022: $43,809Expenses 2022: $46,678Net Income 2022: -$2,8692022Revenue 2023: $51,434Expenses 2023: $60,620Net Income 2023: -$9,1862023Revenue 2024: $76Expenses 2024: $33,801Net Income 2024: -$33,7252024

Highlighted filing

2024

Revenue$76
Expenses$33,801
Net Income-$33,725
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$76
Expenses
$33,801
Net income
-$33,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.08$33.8$33.7
2023Detailed filing. Detailed filing data is available for this year.$34.1$0.39$33.7$51.4$60.6$9.19
2022Detailed filing. Detailed filing data is available for this year.$71.1$28.2$42.9$43.8$46.7$2.87
2021Detailed filing. Detailed filing data is available for this year.$71.7$25.9$45.8$41.7$44.1$2.36
2020Detailed filing. Detailed filing data is available for this year.$70.8$22.7$48.1$38.9$45.2$6.27
2019Detailed filing. Detailed filing data is available for this year.$74.4$20.0$54.4$40.2$44.0$3.84
2018Detailed filing. Detailed filing data is available for this year.$73.6$15.4$58.2$39.6$44.2$4.60
2017Detailed filing. Detailed filing data is available for this year.$73.2$10.3$62.8$37.4$40.0$2.59
2016Detailed filing. Detailed filing data is available for this year.$74.9$9.45$65.4$32.2$37.9$5.72
2015Detailed filing. Detailed filing data is available for this year.$80.5$9.37$71.2$41.3$40.1$1.20
2014Detailed filing. Detailed filing data is available for this year.$76.6$6.67$70.0$39.1$42.0$2.96
2013Detailed filing. Detailed filing data is available for this year.$78.2$5.29$72.9$35.2$42.2$6.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.1$6.19$79.9$41.6$44.4$2.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.8$4.11$82.7$40.9$46.5$5.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.8$4.51$88.3$48.1$47.9$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$76
Mission and Program Overview

Mission

To provide prepaid legal insurance.

To provide prepaid legal insurance until August 31, 2023.

Program Services

DescriptionGrantsExpenses
The Trust Fund provided prepaid legal insurance (until 8/31/2023) to employees working under Teamsters Collective Bargaining Agreements and employees and officers of Teamsters Local Unions.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris CampbellTrustee-$0--
Laurie TurnerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Teamsters Group Legal Trust Fund
EIN
93-0713781
Phone
9713305372
Address
9600 SW Oak Street 570, Tigard, OR 97223

Signing Officer

Name
Laurie Turner
Title
Trustee
Signed
2025-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Middleton & Co CPA PC
Address
9725 SW Bvtn-Hlsdl Hwy 220, Beaverton, OR 97005
Preparer
Steven W Middleton CPA
Phone
5036267624
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Printing, postage & mailing $11821”

Other Expenses.2

“Bank fees $7”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $390 Accounts Payable and Accrued Expenses - Ending $0”

Changes to Organizing or Governing Documents

“The Board of Trustees elected, effective August 31, 2023 that the Oregon Teamsters Group Legal Trust Fund (Trust) shall no longer provide legal services or fund any other benefits of any kind. The Board of Trustees adopted a resolution to terminate the Trust and completed the distribution process of the remaining assets, which was completed by the December 31, 2024 year end.”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt04720
IRS990EZ/BooksInCareOfDetail/PersonNm0William C Earhart Co
IRS990EZ/BooksInCareOfDetail/PhoneNum05032825581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012029 NE Glenn Widing Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33725
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017253
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt076
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033725
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laurie Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011828
IRS990EZ/OtherRevenueTotalAmt076
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide prepaid legal insurance until August 31, 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust Fund provided prepaid legal insurance (until 8/31/2023) to employees working under Teamsters Collective Bargaining Agreements and employees and officers of Teamsters Local Unions.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0390
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033801
IRS990EZ/TotalRevenueAmt076
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Participant Distributions
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Administrative Services
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-10-15
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-11-26
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt04720
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt110000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0Individual
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Various
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt012029 NE Glenn Widing Drive
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Portland
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd097220
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Printing, postage & mailing $11821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $390 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Trustees elected, effective August 31, 2023 that the Oregon Teamsters Group Legal Trust Fund (Trust) shall no longer provide legal services or fund any other benefits of any kind. The Board of Trustees adopted a resolution to terminate the Trust and completed the distribution process of the remaining assets, which was completed by the December 31, 2024 year end.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Turner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oregon Teamsters Group Legal Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930713781
ReturnHeader/Filer/PhoneNum09713305372
ReturnHeader/Filer/USAddress/AddressLine1Txt09600 SW Oak Street 570
ReturnHeader/Filer/USAddress/CityNm0Tigard
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930809066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Middleton & Co CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09725 SW Bvtn-Hlsdl Hwy 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036267624
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven W Middleton CPA
ReturnHeader/ReturnTs02025-08-03T11:21:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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