Civic Intelligence

Hawaii Teamsters and Allied Workers

EIN 99-0248050 • 501(c)9 • Honolulu, HI

View Organization Page

Profile

To provide legal services to eligible members of the plan in accordance with legal matters listed in the plan document.

560 North Nimitz Highway 209Honolulu, HI 96817

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

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

Liabilities / Revenue

52nd percentile

0.00x

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

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

Net Margin

83rd percentile

46%

Higher net margin than 83% of similar nonprofits.

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

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.

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

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$869,798

Up $120,041 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$869,798

Up $120,041 (+16%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin83rd percentile

Revenue

Up

$204,318

Up $42,263 (+26%) from 2023

Expenses

Down

$111,058

Down $15,000 (-12%) from 2023

Net Income

Up

$93,260

Up $57,263 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.0M$500K$0Assets 2010: $154,634Liabilities 2010: $0Net Assets 2010: $154,6342010Assets 2011: $194,898Liabilities 2011: $0Net Assets 2011: $194,8982011Assets 2012: $94,270Liabilities 2012: $0Net Assets 2012: $94,2702012Assets 2013: $66,047Liabilities 2013: $0Net Assets 2013: $66,0472013Assets 2014: $140,968Liabilities 2014: $0Net Assets 2014: $140,9682014Assets 2015: $205,171Liabilities 2015: $0Net Assets 2015: $205,1712015Assets 2016: $243,525Liabilities 2016: $0Net Assets 2016: $243,5252016Assets 2017: $327,125Liabilities 2017: $0Net Assets 2017: $327,1252017Assets 2018: $391,560Liabilities 2018: $0Net Assets 2018: $391,5602018Assets 2019: $471,637Liabilities 2019: $0Net Assets 2019: $471,6372019Assets 2020: $556,828Liabilities 2020: $0Net Assets 2020: $556,8282020Assets 2021: $706,070Liabilities 2021: $0Net Assets 2021: $706,0702021Assets 2022: $669,233Liabilities 2022: $0Net Assets 2022: $669,2332022Assets 2023: $749,757Liabilities 2023: $0Net Assets 2023: $749,7572023Assets 2024: $869,798Liabilities 2024: $0Net Assets 2024: $869,7982024

Highlighted filing

2024

Assets$869,798
Liabilities$0
Net Assets$869,798
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $109,8862010Revenue 2011: $172,800Expenses 2011: $132,536Net Income 2011: $40,2642011Expenses 2012: $101,5062012Revenue 2013: $70,475Expenses 2013: $98,698Net Income 2013: -$28,2232013Revenue 2014: $165,319Expenses 2014: $90,398Net Income 2014: $74,9212014Revenue 2015: $155,850Expenses 2015: $91,647Net Income 2015: $64,2032015Revenue 2016: $152,810Expenses 2016: $111,022Net Income 2016: $41,7882016Revenue 2017: $150,038Expenses 2017: $85,105Net Income 2017: $64,9332017Revenue 2018: $156,255Expenses 2018: $100,011Net Income 2018: $56,2442018Revenue 2019: $159,824Expenses 2019: $97,204Net Income 2019: $62,6202019Revenue 2020: $153,779Expenses 2020: $78,559Net Income 2020: $75,2202020Revenue 2021: $158,682Expenses 2021: $106,436Net Income 2021: $52,2462021Revenue 2022: $160,378Expenses 2022: $86,401Net Income 2022: $73,9772022Revenue 2023: $162,055Expenses 2023: $126,058Net Income 2023: $35,9972023Revenue 2024: $204,318Expenses 2024: $111,058Net Income 2024: $93,2602024

Highlighted filing

2024

Revenue$204,318
Expenses$111,058
Net Income$93,260
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$869,798
Liabilities
$0
Net assets
$869,798
Revenue
$204,318
Expenses
$111,058
Net income
$93,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$2.04$1.11$0.93
2023Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$1.62$1.26$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$1.60$0.86$0.74
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$1.59$1.06$0.52
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.54$0.79$0.75
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.60$0.97$0.63
2018Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$1.56$1.00$0.56
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.50$0.85$0.65
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.53$1.11$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.56$0.92$0.64
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.65$0.90$0.75
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.70$0.99$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$1.02
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$1.73$1.33$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$1.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$1,035,216
Mission and Program Overview

Mission

To provide legal services to eligible members of the plan in accordance with legal matters listed in the plan document.

To provide legal service benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$749,757$869,798▲ $120,041
Investments in Publicly Traded Securities$702,788$840,111▲ $137,323
Savings and Temporary Cash Investments$46,969$29,687▼ $17,282
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$749,757$869,798▲ $120,041
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$749,757$869,798▲ $120,041
Total Liabilities and Net Assets / Fund Balance$749,757$869,798▲ $120,041
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Gloria LiEmployer Trustee
Joelle Hussey AltUnion Trustee
Kevin HoluUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$142,513
Investment Income
$60,283
Other Revenue
$1,522
Change in Net Assets
$93,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$198,049
Revenue Not Reported on Financial Statements
$6,269
Revenue Not Reported on Form 990
$26,781
Total Revenue per Audited Statements
$224,830
Total Revenue per Form 990
$204,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,115
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
Fees for Services Management-$78,368-$78,368
Benefits to Members$12,943--$12,943
Office Expenses-$8,576-$8,576
Fees for Services Legal-$2,827-$2,827
Other Expenses-$1,670-$1,670
Travel-$272-$272
Insurance-$133-$133
Total Functional Expenses$12,943$98,115$0$111,058

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$111,058
Expenses per Audited Statements$104,789
Total Expenses per Audited Statements$104,789
Expenses Not Reported on Financial Statements$6,269
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
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
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

“Trust administrator reviews the form 990 before it is circulated for trustees acceptance and execution.”

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

“Trustees execute a statement of compliance which is kept on file.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Form 990, Part VII, Section A

“Being that the members of the board of trustees serve the organization as volunteers, the organization made a reasonable effort to secure information on any compensation paid to the trustees by related organization(s), but was unable to obtain nor estimate such information for purposes of reporting on part vii.”

Filing and Contact Details

Filer

Filer Name
Hawaii Teamsters and Allied Workers
EIN
99-0248050
Phone
8085230199
Address
560 NORTH NIMITZ HIGHWAY 209, HONOLULU, HI 96817

Signing Officer

Name
Kevin Holu Gloria Li
Title
Labor Trustee / Management Trustee
Phone
8088476633
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Holu Gloria Li
Formed
1986
Legal Domicile
Hi
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Singerlewak Llp
Address
500 ALA MOANA BLVD 2 302, HONOLULU, HI 96813
Preparer
Judith Chock
Phone
8085336254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change in review process from prior year. The board of trustees select the independent auditor and appoint the administrator to review the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The audited financial statements contain the following disclosure pertaining to fin 48 (asc 740): "the plan has received an exemption letter from the irs dated august 3, 1994, stating that the trust established under the plan was in compliance with the applicable requirements of the provisions of section 501(c)(9) of the internal revenue code (irc). No federal or state taxes have been recorded in 2024 and 2023 for unrelated business taxable income. The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust was tax-exempt as of the financial statement date. The modified cash basis of accounting requires 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 than likely than not would not be sustained upon examination by the irs. Management has analyzed the tax positions taken by the plan and concluded that, as of june 30, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition 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 period in progress."”

Raw XML Appendix328 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt012943
IRS990/BenefitsToMembersGrp/TotalAmt012943
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENEFIT & RISK MANAGEMENT SERVICES
IRS990/BooksInCareOfDetail/PhoneNum08085230199
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0560 NORTH NIMITZ HIGHWAY STE 209
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096817
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0749757
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0869798
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt012943
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060283
IRS990/CYOtherExpensesAmt098115
IRS990/CYOtherRevenueAmt01522
IRS990/CYProgramServiceRevenueAmt0142513
IRS990/CYRevenuesLessExpensesAmt093260
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0111058
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0204318
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0LEGAL SERVICES WERE PROVIDED TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS AND THE TRUST AGREEMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt012943
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02827
IRS990/FeesForServicesLegalGrp/TotalAmt02827
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt078368
IRS990/FeesForServicesManagementGrp/TotalAmt078368
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0GLORIA LI
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN HOLU
IRS990/Form990PartVIISectionAGrp/PersonNm2JOELLE HUSSEY ALT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt037395
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0868293
IRS990/GrossReceiptsAmt01035216
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0133
IRS990/InsuranceGrp/TotalAmt0133
IRS990/InvestmentIncomeGrp/ExclusionAmt022888
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022888
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0702788
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0840111
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0830898
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PLAN IN ACCORDANCE WITH LEGAL MATTERS LISTED IN THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0749757
IRS990/NetAssetsOrFundBalancesEOYAmt0869798
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt037395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt037395
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt026781
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08576
IRS990/OfficeExpensesGrp/TotalAmt08576
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES + C
IRS990/OtherExpensesGrp/Desc1CONSULTANT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11670
IRS990/OtherExpensesGrp/TotalAmt06269
IRS990/OtherExpensesGrp/TotalAmt11670
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT FOR INSU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01522
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01522
IRS990/OtherRevenueTotalAmt01522
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN HOLU GLORIA LI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CO-PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0142338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0142338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1175
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt011563
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016668
IRS990/PYOtherExpensesAmt0114495
IRS990/PYOtherRevenueAmt02740
IRS990/PYProgramServiceRevenueAmt0142647
IRS990/PYRevenuesLessExpensesAmt035997
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0126058
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0162055
IRS990/ReconcilationRevenueExpnssAmt093260
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046969
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029687
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06269
IRS990ScheduleD/ExpensesSubtotalAmt0104789
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06269
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06269
IRS990ScheduleD/NetUnrealizedGainsInvstAmt026781
IRS990ScheduleD/RevenueNotReportedAmt026781
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06269
IRS990ScheduleD/RevenueSubtotalAmt0198049
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 3, 1994, STATING THAT THE TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE TAXES HAVE BEEN RECORDED IN 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES 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 THAN LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION 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 PERIOD IN PROGRESS."
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0111058
IRS990ScheduleD/TotalRevenuePerForm990Amt0204318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0224830
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0104789
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST ADMINISTRATOR REVIEWS THE FORM 990 BEFORE IT IS CIRCULATED FOR TRUSTEES ACCEPTANCE AND EXECUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES EXECUTE A STATEMENT OF COMPLIANCE WHICH IS KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BEING THAT THE MEMBERS OF THE BOARD OF TRUSTEES SERVE THE ORGANIZATION AS VOLUNTEERS, THE ORGANIZATION MADE A REASONABLE EFFORT TO SECURE INFORMATION ON ANY COMPENSATION PAID TO THE TRUSTEES BY RELATED ORGANIZATION(S), BUT WAS UNABLE TO OBTAIN NOR ESTIMATE SUCH INFORMATION FOR PURPOSES OF REPORTING ON PART VII.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. THE BOARD OF TRUSTEES SELECT THE INDEPENDENT AUDITOR AND APPOINT THE ADMINISTRATOR TO REVIEW THE FINANCIAL STATEMENTS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SCHEDULE R SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SCHEDULE R SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES LEGAL BENEFIT SERVICES TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE TERMS SET FORTH IN THE TRUST AGREEEMENT, SUMMARY PLAN DESCRITPTION, AND COLLECTIVE BARGAINING AGREEMENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP,ETC.) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION. HOWEVER, THEY ARE LISTED BELOW: AMERICAN LINEN (TEMPORARY SUSPENSION) HONSADOR LUMBER CORPORATION MERCANTILE TRUCKING SERVICE OAHU TRANSIT SERVICE PARADISE BEVERAGES, INC.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, PART II, III AND IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0749757
IRS990/TotalAssetsEOYAmt0869798
IRS990/TotalAssetsGrp/BOYAmt0749757
IRS990/TotalAssetsGrp/EOYAmt0869798
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098115
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012943
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111058
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0749757
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0869798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012943
IRS990/TotalProgramServiceRevenueAmt0142513
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0749757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0869798
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0272
IRS990/TravelGrp/TotalAmt0272
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01817 HART STREET
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096819
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN HOLU GLORIA LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LABOR TRUSTEE / MANAGEMENT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08088476633
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAWAII TEAMSTERS AND ALLIED WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 996 LEGAL SERVICE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0HAWA
ReturnHeader/Filer/EIN0990248050
ReturnHeader/Filer/PhoneNum08085230199
ReturnHeader/Filer/USAddress/AddressLine1Txt0560 NORTH NIMITZ HIGHWAY 209
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 ALA MOANA BLVD 2 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085336254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH CHOCK
ReturnHeader/ReturnTs02025-05-14T12:51:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.