Civic Intelligence

Alaska State Employees Association Legal

EIN 94-3125004 • 501(c)9 • Anchorage, AK

Profile

The trust's purpose is to provide a legal service benefit program to eligible participants

PO Box 93870Anchorage, AK 99509-3870
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.08x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

20th percentile

-9.8%

Higher net margin than 20% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

44th percentile

3.5%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-6.2%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$6,732,253

Up $230,627 (+3.5%) from 2023

Liabilities

Up

$517,423

Up $77,850 (+18%) from 2023

Net Assets

Up

$6,214,830

Up $152,777 (+2.5%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin20th percentile

Revenue

Down

$943,510

Down $62,335 (-6.2%) from 2023

Expenses

Up

$1,035,929

Up $36,611 (+3.7%) from 2023

Net Income

Down

-$92,419

Down $98,946 (-1516%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,940,373Liabilities 2010: $546,105Net Assets 2010: $3,394,2682010Assets 2011: $4,382,010Liabilities 2011: $578,240Net Assets 2011: $3,803,7702011Assets 2012: $3,969,207Liabilities 2012: $523,897Net Assets 2012: $3,445,3102012Assets 2013: $4,192,422Liabilities 2013: $430,347Net Assets 2013: $3,762,0752013Assets 2014: $4,966,393Liabilities 2014: $290,836Net Assets 2014: $4,675,5572014Assets 2015: $5,260,249Liabilities 2015: $279,807Net Assets 2015: $4,980,4422015Assets 2016: $5,280,051Liabilities 2016: $350,695Net Assets 2016: $4,929,3562016Assets 2017: $5,888,925Liabilities 2017: $282,714Net Assets 2017: $5,606,2112017Assets 2018: $6,199,312Liabilities 2018: $457,013Net Assets 2018: $5,742,2992018Assets 2019: $6,417,092Liabilities 2019: $571,642Net Assets 2019: $5,845,4502019Assets 2020: $6,692,024Liabilities 2020: $363,273Net Assets 2020: $6,328,7512020Assets 2021: $7,708,363Liabilities 2021: $362,000Net Assets 2021: $7,346,3632021Assets 2022: $6,335,404Liabilities 2022: $435,917Net Assets 2022: $5,899,4872022Assets 2023: $6,501,626Liabilities 2023: $439,573Net Assets 2023: $6,062,0532023Assets 2024: $6,732,253Liabilities 2024: $517,423Net Assets 2024: $6,214,8302024

Highlighted filing

2024

Assets$6,732,253
Liabilities$517,423
Net Assets$6,214,830
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,138,1372010Revenue 2011: $989,463Expenses 2011: $1,220,424Net Income 2011: -$230,9612011Expenses 2012: $1,139,9662012Expenses 2013: $970,5722013Revenue 2014: $1,027,646Expenses 2014: $645,192Net Income 2014: $382,4542014Revenue 2015: $1,026,739Expenses 2015: $694,318Net Income 2015: $332,4212015Revenue 2016: $982,673Expenses 2016: $855,683Net Income 2016: $126,9902016Revenue 2017: $1,123,908Expenses 2017: $707,837Net Income 2017: $416,0712017Revenue 2018: $973,554Expenses 2018: $1,045,694Net Income 2018: -$72,1402018Revenue 2019: $2,122,832Expenses 2019: $1,128,154Net Income 2019: $994,6782019Revenue 2020: $960,821Expenses 2020: $845,051Net Income 2020: $115,7702020Revenue 2021: $1,148,547Expenses 2021: $864,492Net Income 2021: $284,0552021Revenue 2022: $1,155,582Expenses 2022: $1,051,623Net Income 2022: $103,9592022Revenue 2023: $1,005,845Expenses 2023: $999,318Net Income 2023: $6,5272023Revenue 2024: $943,510Expenses 2024: $1,035,929Net Income 2024: -$92,4192024

Highlighted filing

2024

Revenue$943,510
Expenses$1,035,929
Net Income-$92,419
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,732,253
Liabilities
$517,423
Net assets
$6,214,830
Revenue
$943,510
Expenses
$1,035,929
Net income
-$92,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.52$6.21$0.94$1.04$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.44$6.06$1.01$1.00$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.44$5.90$1.16$1.05$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.36$7.35$1.15$0.86$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.36$6.33$0.96$0.85$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.42$0.57$5.85$2.12$1.13$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.46$5.74$0.97$1.05$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.28$5.61$1.12$0.71$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.35$4.93$0.98$0.86$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.28$4.98$1.03$0.69$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.97$0.29$4.68$1.03$0.65$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.43$3.76$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.52$3.45$1.14
2011Summary only. Only limited summary data is available for this year.$4.38$0.58$3.80$0.99$1.22$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.55$3.39$1.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 18, 2020
Return Version
2018v3.1
Gross Receipts
$5,909,333
Mission and Program Overview

Mission

The trust's purpose is to provide a legal service benefit program to eligible participants

To provide a legal service benefit program to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,952,829$6,331,788▲ $378,959
Rtn Earn Endowment Incm Other Fnds$5,742,299$5,845,450▲ $103,151
Accounts Receivable$71,750$78,803▲ $7,053
Savings and Temporary Cash Investments$111,420$6,448▼ $104,972
Cash and Non-Interest-Bearing Accounts$63,313$53▼ $63,260
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,199,312$6,417,092▲ $217,780
Liabilities
Other Liabilities$446,000$536,000▲ $90,000
Accounts Payable and Accrued Expenses$11,013$35,642▲ $24,629
Total Liabilities$457,013$571,642▲ $114,629
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,742,299$5,845,450▲ $103,151
Total Liabilities and Net Assets / Fund Balance$6,199,312$6,417,092▲ $217,780
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Maureen KoezunaTrustee, Chair
Micheal HillsTrustee, Chair
Shawn AlexanderTrustee
Tracy CoonTrustee
Valerie KennyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$732,915
Investment Income
$1,389,917
Other Revenue
$0
Change in Net Assets
$994,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,066,215
Revenue Not Reported on Financial Statements
$56,617
Revenue Not Reported on Form 990
$-897,492
Total Revenue per Audited Statements
$1,168,723
Total Revenue per Form 990
$2,122,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,179
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---$861,975
Fees for Services Management---$79,372
Fees for Service Investment Mgmnt Fees---$56,617
Conferences and Meetings---$32,924
Other Expenses---$21,788
Office Expenses---$20,769
Travel---$14,227
Fees for Services Accounting---$11,595
Fees for Services Legal---$11,327
Insurance---$11,270
Fees for Services Other---$6,290
Total Functional Expenses$0$0$0$1,128,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,128,154
Expenses per Audited Statements$981,537
Total Expenses per Audited Statements$981,537
Expenses Not Reported on Financial Statements$146,617
Other Expense Adjustments$90,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Incurred But Not Reported$456,000
Lag Month Eligibility$80,000
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 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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day management and operation of the plan are handled by a third party administrator, welfare and pension administration services, inc.”

Form 990, Part VI, Section A, Line 7A

“The trustees are elected from the membership of asea/afscme local 52. Trustee positions shall be geographically determined, and subject to election by such geographical membership on a rotating five year schedule.”

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

“The form 990 is reviewed by the board of trustees prior to filing”

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

“The trustees file annual disclosure statements”

Form 990, Part VI, Section C, Line 19

“The plan administrator provides for participant inspection of documents and financial statements upon request through the plan administrator. The summary annual report is posted on www.asealegalservices.org”

Form 990, Part VII, Section A, Line 6

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related tax-exempt organizations is reported on the form 990 to be filed with the internal revenue service by related tax-exempt organizations. If you would like additional information, please contact the plan administrator.”

Filing and Contact Details

Filer

Filer Name
Alaska State Employees Association Legal
EIN
94-3125004
Phone
9075615119
Address
PO BOX 93870, ANCHORAGE, AK 99509-3870

Signing Officer

Name
Micheal Hills
Title
Chair
Phone
8666788647
Signed
2020-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Micheal Hills
Formed
1990
Legal Domicile
Ak
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, 2C

“The board of trustee's oversight process and auditor selection process has not changed from prior years”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service (irs) has determined and informed the plan by a letter dated august 21, 1999, that the plan and related trust are designed in accordance with applicable sections of the internal revenue code (irc). The plan has been amended since receiving the exemption letter. However, the plan administrator believes that the plan is designed and is currently being operated in compliance with the 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 (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML Appendix352 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/BOYAmt011013
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035642
IRS990/AccountsReceivableGrp/BOYAmt071750
IRS990/AccountsReceivableGrp/EOYAmt078803
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A LEGAL SERVICE BENEFIT PROGRAM TO ELIGIBLE PARTICIPANTS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0861975
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROSE PELLETIER
IRS990/BooksInCareOfDetail/PhoneNum08666788647
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34203
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098124
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt063313
IRS990/CashNonInterestBearingGrp/EOYAmt053
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt032924
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0861975
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01389917
IRS990/CYOtherExpensesAmt0266179
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0732915
IRS990/CYRevenuesLessExpensesAmt0994678
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01128154
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02122832
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TRUST MADE PAYMENTS FOR QUALIFIED LEGAL SERVICES CLAIMED UNDER THE BENEFIT PROGRAM AVAILABLE TO APPROXIMATELY 7,635 ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011595
IRS990/FeesForServicesLegalGrp/TotalAmt011327
IRS990/FeesForServicesManagementGrp/TotalAmt079372
IRS990/FeesForServicesOtherGrp/TotalAmt06290
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt056617
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0VALERIE KENNY
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAWN ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm2MAUREEN KOEZUNA
IRS990/Form990PartVIISectionAGrp/PersonNm3TRACY COON
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHEAL HILLS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01244279
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05030780
IRS990/GrossReceiptsAmt05909333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt011270
IRS990/InvestmentIncomeGrp/ExclusionAmt0145638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0145638
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05952829
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06331788
IRS990/IRPDocumentCnt0126
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03786501
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST'S PURPOSE IS TO PROVIDE A LEGAL SERVICE BENEFIT PROGRAM TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05742299
IRS990/NetAssetsOrFundBalancesEOYAmt05845450
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01244279
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01244279
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-897492
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt020769
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REMITTED TO ASEA OFFICE
IRS990/OtherExpensesGrp/TotalAmt021788
IRS990/OtherLiabilitiesGrp/BOYAmt0446000
IRS990/OtherLiabilitiesGrp/EOYAmt0536000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHEAL HILLS
IRS990/PriorPeriodAdjustmentsAmt05965
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0732915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0732915
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0810435
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0248446
IRS990/PYOtherExpensesAmt0235259
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0725108
IRS990/PYRevenuesLessExpensesAmt0-72140
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01045694
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0973554
IRS990/ReconcilationRevenueExpnssAmt0994678
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05742299
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05845450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111420
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06448
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0146617
IRS990ScheduleD/ExpensesSubtotalAmt0981537
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt056617
IRS990ScheduleD/InvestmentExpensesNotIncldAmt056617
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-897492
IRS990ScheduleD/OtherExpensesNotIncludedAmt090000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0456000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt180000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LAG MONTH ELIGIBILITY
IRS990ScheduleD/RevenueNotReportedAmt0-897492
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt056617
IRS990ScheduleD/RevenueSubtotalAmt02066215
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED AUGUST 21, 1999, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01128154
IRS990ScheduleD/TotalLiabilityAmt0536000
IRS990ScheduleD/TotalRevenuePerForm990Amt02122832
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01168723
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0981537
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY MANAGEMENT AND OPERATION OF THE PLAN ARE HANDLED BY A THIRD PARTY ADMINISTRATOR, WELFARE AND PENSION ADMINISTRATION SERVICES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE ELECTED FROM THE MEMBERSHIP OF ASEA/AFSCME LOCAL 52. TRUSTEE POSITIONS SHALL BE GEOGRAPHICALLY DETERMINED, AND SUBJECT TO ELECTION BY SUCH GEOGRAPHICAL MEMBERSHIP ON A ROTATING FIVE YEAR SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES FILE ANNUAL DISCLOSURE STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN ADMINISTRATOR PROVIDES FOR PARTICIPANT INSPECTION OF DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. THE SUMMARY ANNUAL REPORT IS POSTED ON WWW.ASEALEGALSERVICES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON THE FORM 990 TO BE FILED WITH THE INTERNAL REVENUE SERVICE BY RELATED TAX-EXEMPT ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEE'S OVERSIGHT PROCESS AND AUDITOR SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STATE OF ALASKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ASEAAFSMC LOCAL 52
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt021788
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ASEAAFSCME LOCAL 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06199312
IRS990/TotalAssetsEOYAmt06417092
IRS990/TotalAssetsGrp/BOYAmt06199312
IRS990/TotalAssetsGrp/EOYAmt06417092
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01128154
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0457013
IRS990/TotalLiabilitiesEOYAmt0571642
IRS990/TotalLiabilitiesGrp/BOYAmt0457013
IRS990/TotalLiabilitiesGrp/EOYAmt0571642
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05742299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05845450
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0732915
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01389917
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0732915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02122832
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06199312
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06417092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014227
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 93870
IRS990/USAddress/CityNm0ANCHORAGE
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd0995093870
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ASEALEGALSERVICES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEAL HILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08666788647
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALASKA STATE EMPLOYEES ASSOCIATION LEGAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0943125004
ReturnHeader/Filer/PhoneNum09075615119
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 93870
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0995093870
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB068B221CA4DB31BDC0770204D7DA665F48336D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:06:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MEAD CPA
ReturnHeader/ReturnTs02020-06-23T17:48:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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