Nonprofit · EIN 95-3543057
WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND
Tax-exempt · STOCKTON, CA 95201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,542,543 | $12,279,121 | -$1,736,578 | $39,101,109 | $3,031,556 | $36,069,553 |
| September 30, 2024 | 990 | $10,174,858 | $13,032,412 | -$2,857,554 | $41,165,923 | $3,433,142 | $37,732,781 |
| September 30, 2023 | 990 | $10,230,064 | $12,146,127 | -$1,916,063 | $40,405,257 | $3,193,147 | $37,212,110 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,991,624
- Investment income
- $2,550,919
- Net gain from sales of assets
- $1,277,201
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,875,749
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $115,842
- Accounting fees
- $269,734
Balance sheet and other
- Total assets, start of year
- $41,165,923
- Total assets, end of year
- $39,101,109
- Total liabilities, end of year
- $3,031,556
- Net assets, end of year
- $36,069,553
- Publicly traded securities
- $36,964,631
- Gross receipts
- $16,208,193
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- CA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK HICKS | Trustee Trustee or director | 1 | $0 |
| John Ernest | Trustee Trustee or director | 1 | $0 |
| MIKE O'CONNOR | Trustee Trustee or director | 1 | $0 |
| KARLA SCHUMANN | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andy Marshall | Trustee, TERM. 10/11/23 Trustee or director | 1 | $0 |
| RICK HICKS | Trustee Trustee or director | 1 | $0 |
| John Ernest | Trustee Trustee or director | 1 | $0 |
| MIKE O'CONNOR | Trustee Trustee or director | 1 | $0 |
| KARLA SCHUMANN | TRUSTEE, EFF. 12/18/23 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andy Marshall | Trustee Trustee or director | 1 | $0 |
| RICK HICKS | Trustee Trustee or director | 1 | $0 |
| John Ernest | Trustee Trustee or director | 1 | $0 |
| MIKE O'CONNOR | Trustee Trustee or director | 1 | $0 |
| See Schedule O for Compensation | paid by related organizations Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2330, STOCKTON, CA 95201-2330
- In care of
- % DELTA FUND ADMINISTRATORS
- Principal officer (990 for 2024)
- JOHN ERNEST, PO Box 2330, Stockton, CA 95201
- Signed the 990
- JOHN ERNEST, TRUSTEE
- Phone
- (209) 940-5100
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3543057 or by the name WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED LEGAL SERVICE BENEFITS TO 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 95-3543057
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $39,101,109
- Income (IRS master file)
- $16,208,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $10,542,543 | $12,279,121 | $39,101,109 | XML |
| 990 | September 2024 | $10,174,858 | $13,032,412 | $41,165,923 | XML |
| 990 | September 2023 | $10,230,064 | $12,146,127 | $40,405,257 | XML |
| 990 | September 2022 | $9,922,317 | $10,845,097 | $41,383,531 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 95-3543057).
Questions about WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND
- What is the EIN of WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND?
- The employer identification number (EIN) of WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND is 95-3543057.
- Is WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES 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 WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND?
- The 990 for the year ended September 30, 2025 names JOHN ERNEST.
- Who are the officers and directors of WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,542,543, expenses of $12,279,121 and total assets of $39,101,109 at year end.
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