Nonprofit · EIN 36-3429967
TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND
Tax-exempt · PARK RIDGE, IL 60068
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $7,118,070 | $6,341,968 | $776,102 | $7,391,239 | $1,464,084 | $5,927,155 |
| February 29, 2024 | 990 | $7,232,016 | $5,901,183 | $1,330,833 | $6,242,542 | $1,484,993 | $4,757,549 |
| February 28, 2023 | 990 | $6,239,513 | $5,178,441 | $1,061,072 | $4,391,325 | $1,106,508 | $3,284,817 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,875,494
- Investment income
- $242,576
- Net gain from sales of assets
- $76,747
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,468,142
- Compensation of officers, directors and key employees
- $132,698
- Other salaries and wages
- $347,473
- Salaries, compensation and benefits (total)
- $714,055
- Professional fundraising fees
- $0
- Legal fees
- $34,047
- Accounting fees
- $15,350
- Occupancy
- $29,203
- Depreciation
- $16,498
Balance sheet and other
- Total assets, start of year
- $6,242,542
- Total assets, end of year
- $7,391,239
- Total liabilities, end of year
- $1,464,084
- Net assets, end of year
- $5,927,155
- Land, buildings and equipment
- $151,685
- Publicly traded securities
- $5,285,035
- Gross receipts
- $11,101,327
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1986
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN T COLI JR | TRUSTEE Trustee or director | 0.5 | $0 | $350,667 | $101,570 |
| ROBERT LAINO | FUND MANAGER Officer | 5 | $0 | $299,817 | $105,777 |
| CALEEN CARTER-PATTON | TRUSTEE Trustee or director | 0.5 | $0 | $268,617 | $87,443 |
| ZACH FRANKENBACH | ASSISTANT FUND MANAGER Officer | 3 | $0 | $224,317 | $90,677 |
| BENEDICT AFFETTO | CFR Highest-paid employee | 12 | $0 | $190,682 | $83,950 |
| NICHOLAS MICALETTI | TRUSTEE Trustee or director | 0.5 | $0 | $185,268 | $74,441 |
| THOMAS MARINO | EMPLOYEE Highest-paid employee | 3 | $0 | $176,257 | $81,065 |
| MELVIN PRYOR | CFR Highest-paid employee | 11 | $0 | $174,329 | $80,680 |
| BENJAMIN RODRIGUEZ | CFR Highest-paid employee | 9 | $0 | $173,675 | $80,549 |
| SCOTT JOHNSON | CFR Highest-paid employee | 6 | $0 | $173,020 | $80,418 |
| MICHAEL DEGARD | TRUSTEE Trustee or director | 0.5 | $0 | $156,992 | $69,925 |
| GREG YOUMANS | TRUSTEE Trustee or director | 9 | $32,475 | $75,825 | $0 |
| CARL TOMINBERG | TRUSTEE Trustee or director | 9 | $30,975 | $69,000 | $0 |
| JOHN MCCARTHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ROBERT SHEEHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
990 for the year ended February 29, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN T COLI JR | TRUSTEE Trustee or director | 0.5 | $0 | $388,531 | $111,418 |
| ROBERT LAINO | FUND MANAGER Officer | 6 | $0 | $265,036 | $96,583 |
| CALEEN CARTER-PATTON | TRUSTEE Trustee or director | 0.5 | $0 | $199,446 | $85,105 |
| ZACH FRANKENBACH | ASSISTANT FUND MANAGER Officer | 5 | $0 | $200,616 | $83,699 |
| BENEDICT AFFETTO | CFR Highest-paid employee | 10 | $0 | $182,224 | $80,021 |
| NICHOLAS MICALETTI | TRUSTEE Trustee or director | 0.5 | $0 | $171,725 | $78,474 |
| MELVIN PRYOR | CFR Highest-paid employee | 10 | $0 | $166,854 | $76,947 |
| SCOTT JOHNSON | CFR Highest-paid employee | 5 | $0 | $166,854 | $76,947 |
| THOMAS MARINO | EMPLOYEE Highest-paid employee | 3 | $0 | $162,187 | $76,013 |
| BENJAMIN RODRIGUEZ | CFR Highest-paid employee | 6 | $0 | $154,983 | $74,573 |
| MICHAEL DEGARD | TRUSTEE Trustee or director | 0.5 | $0 | $150,635 | $74,215 |
| GREG YOUMANS | TRUSTEE Trustee or director | 6 | $27,130 | $64,429 | $0 |
| CARL TOMINBERG | TRUSTEE Trustee or director | 4 | $26,286 | $57,625 | $0 |
| JOHN MCCARTHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ROBERT SHEEHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
990 for the year ended February 28, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN T COLI JR | TRUSTEE Trustee or director | 0.5 | $0 | $361,864 | $104,479 |
| ROBERT LAINO | FUND MANAGER Officer | 4 | $0 | $232,512 | $88,592 |
| ZACH FRANKENBACH | ASSISTANT FUND MANAGER Officer | 4 | $0 | $168,515 | $75,793 |
| CALEEN CARTER-PATTON | TRUSTEE Trustee or director | 0.5 | $0 | $167,632 | $73,846 |
| BENEDICT AFFETTO | CFR Highest-paid employee | 10 | $0 | $166,020 | $75,294 |
| NICHOLAS MICALETTI | TRUSTEE Trustee or director | 0.5 | $0 | $153,730 | $72,949 |
| MELVIN PRYOR | CFR Highest-paid employee | 9 | $0 | $153,190 | $72,728 |
| ROBERT MACARTHUR | CFR Highest-paid employee | 8 | $0 | $153,190 | $72,728 |
| SCOTT JOHNSON | CFR Highest-paid employee | 5 | $0 | $153,190 | $72,728 |
| MICHAEL DEGARD | TRUSTEE Trustee or director | 0.5 | $0 | $139,099 | $69,993 |
| WILLIAM COLI | FUND MANAGER-FORMER Former | 5 | $0 | $124,478 | $49,357 |
| MICHAEL VENDAFREDDO | CFR Highest-paid employee | 9 | $0 | $100,432 | $62,176 |
| GREG YOUMANS | TRUSTEE Trustee or director | 6 | $25,101 | $68,048 | $0 |
| CARL TOMINBERG | TRUSTEE Trustee or director | 4 | $25,746 | $54,571 | $0 |
| JOHN MCCARTHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ROBERT SHEEHY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 HIGGINS RD STE 303, PARK RIDGE, IL 60068-5766
- Principal officer (990 for 2024)
- JOHN T COLI JR, 1300 W HIGGINS ROAD 303, PARK RIDGE, IL 60068
- Signed the 990
- JOHN T COLI JR, TRUSTEE
- Phone
- (773) 685-0340
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE LEGAL SERVICES AND EDUCATIONAL ASSISTANCE FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE LEGAL AND EDUCATIONAL ASSISTANCE FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3429967
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,391,239
- Income (IRS master file)
- $11,101,327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $7,118,070 | $6,341,968 | $7,391,239 | XML |
| 990 | February 2024 | $7,232,016 | $5,901,183 | $6,242,542 | XML |
| 990 | February 2023 | $6,239,513 | $5,178,441 | $4,391,325 | XML |
| 990 | February 2022 | $5,048,167 | $4,705,611 | $2,977,778 | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990 | February 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3429967).
Questions about TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND
- What is the EIN of TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND?
- The employer identification number (EIN) of TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND is 36-3429967.
- Is TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND?
- The 990 for the year ended February 28, 2025 names JOHN T COLI JR.
- Who are the officers and directors of TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND?
- The 990 for the year ended February 28, 2025 lists 15 people; 2 received compensation from the organization.
- How much revenue does TEAMSTERS LOCAL UNION NO 727 LEGAL ASSISTANCE TRUST FUND have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $7,118,070, expenses of $6,341,968 and total assets of $7,391,239 at year end.
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