Civic Intelligence

Marble Industry Trust Fund

990 • Fiscal year 2015 • EIN 13-6118206

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileN/A

View Organization Page

253 West 35th Street 12th FloorNew York, NY 10001

(212) 505-5050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.19x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.26x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

21%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$113,508

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

20%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$15,783,228

Up $2,036,174 (+15%) from 2014

Net Assets

Up

$12,727,811

Up $2,417,489 (+23%) from 2014

Liabilities

Down

$3,055,417

Down $381,315 (-11%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin83rd percentile

Revenue

Up

$11,621,402

Up $1,945,145 (+20%) from 2014

Expenses

Down

$9,199,237

Down $644,283 (-6.5%) from 2014

Net Income

Up

$2,422,165

Up $2,589,428 (+1548%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $9,363,383Liabilities 2010: $1,424,643Net Assets 2010: $7,938,7402010Assets 2011: $11,231,728Liabilities 2011: $3,624,924Net Assets 2011: $7,606,8042011Assets 2012: $11,986,946Liabilities 2012: $3,618,354Net Assets 2012: $8,368,5922012Assets 2013: $15,673,554Liabilities 2013: $5,195,684Net Assets 2013: $10,477,8702013Assets 2014: $13,747,054Liabilities 2014: $3,436,732Net Assets 2014: $10,310,3222014Assets 2015: $15,783,228Liabilities 2015: $3,055,417Net Assets 2015: $12,727,8112015Assets 2016: $16,427,402Liabilities 2016: $3,746,147Net Assets 2016: $12,681,2552016Assets 2017: $16,897,168Liabilities 2017: $4,685,388Net Assets 2017: $12,211,7802017Assets 2018: $16,633,035Liabilities 2018: $2,573,950Net Assets 2018: $14,059,0852018Assets 2019: $18,684,437Liabilities 2019: $5,342,205Net Assets 2019: $13,342,2322019Assets 2020: $16,799,884Liabilities 2020: $4,480,326Net Assets 2020: $12,319,5582020Assets 2021: $13,533,673Liabilities 2021: $4,292,412Net Assets 2021: $9,241,2612021Assets 2022: $11,911,080Liabilities 2022: $3,377,036Net Assets 2022: $8,534,0442022Assets 2023: $10,509,359Liabilities 2023: $3,502,451Net Assets 2023: $7,006,9082023Assets 2024: $11,623,932Liabilities 2024: $4,532,851Net Assets 2024: $7,091,0812024

Highlighted filing

2015

Assets$15,783,228
Liabilities$3,055,417
Net Assets$12,727,811
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,178,3342010Expenses 2011: $7,222,4682011Expenses 2012: $6,846,8852012Revenue 2013: $10,109,748Expenses 2013: $7,995,335Net Income 2013: $2,114,4132013Revenue 2014: $9,676,257Expenses 2014: $9,843,520Net Income 2014: -$167,2632014Revenue 2015: $11,621,402Expenses 2015: $9,199,237Net Income 2015: $2,422,1652015Revenue 2016: $11,091,831Expenses 2016: $11,136,837Net Income 2016: -$45,0062016Revenue 2017: $11,141,366Expenses 2017: $11,627,264Net Income 2017: -$485,8982017Revenue 2018: $13,596,650Expenses 2018: $11,682,269Net Income 2018: $1,914,3812018Revenue 2019: $15,062,203Expenses 2019: $16,165,129Net Income 2019: -$1,102,9262019Revenue 2020: $11,317,741Expenses 2020: $12,562,696Net Income 2020: -$1,244,9552020Revenue 2021: $11,783,392Expenses 2021: $14,656,466Net Income 2021: -$2,873,0742021Revenue 2022: $11,598,678Expenses 2022: $11,911,798Net Income 2022: -$313,1202022Revenue 2023: $10,586,039Expenses 2023: $12,189,989Net Income 2023: -$1,603,9502023Revenue 2024: $12,202,247Expenses 2024: $12,158,307Net Income 2024: $43,9402024

Highlighted filing

2015

Revenue$11,621,402
Expenses$9,199,237
Net Income$2,422,165
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$11,621,402
Mission and Program Overview

Mission

The Plan was established for the purpose of providing health care and other benefits to eligible employees and retirees covered by collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,310,322$12,727,811▲ $2,417,489
Cash and Non-Interest-Bearing Accounts$6,893,866$8,459,643▲ $1,565,777
Savings and Temporary Cash Investments$4,852,744$4,876,925▲ $24,181
Accounts Receivable$1,909,472$2,363,270▲ $453,798
Prepaid Expenses and Deferred Charges$42,472$34,890▼ $7,582
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$13,747,054$15,783,228▲ $2,036,174
Other Assets Total$48,500$48,500→ $0
Liabilities
Other Liabilities$3,369,531$2,952,037▼ $417,494
Accounts Payable and Accrued Expenses$63,793$100,540▲ $36,747
Deferred Revenue$3,408$2,840▼ $568
Total Liabilities$3,436,732$3,055,417▼ $381,315
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,310,322$12,727,811▲ $2,417,489
Total Liabilities and Net Assets / Fund Balance$13,747,054$15,783,228▲ $2,036,174
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin Young TyrrellAttorneyPT$105,100$8,408$113,508
James PenaTrustee-$1,258$1,064$2,322
Michael GoedtelTrustee-$1,103$820$1,923

Board Members and Trustees

NameTitle
Christopher GuyTrustee
Jack CusumanoTrustee
James DonaghyTrustee
John PalombaTrustee
Matthew GuyTrustee
kevin ennisTrustee
ronald nicastriTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Blue Cross Blue ShieldClaims Processing3350 PEACHTREE ROAD POB 30302-445, Atlanta, GA 30326-1039$257,123
Daniel H Cook Associates INCThird Party Admin.253 W 35TH STREET 12TH FL, New York, NY 10001$162,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,405,519
Investment Income
$29,269
Other Revenue
$186,614
Change in Net Assets
$2,422,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,508,451
Revenue Not Reported on Financial Statements
$112,951
Revenue Not Reported on Form 990
$-4,676
Other Revenue Adjustments
$112,951
Total Revenue per Audited Statements
$11,503,775
Total Revenue per Form 990
$11,621,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$667,737
Salaries, Compensation, and Employee Benefits$126,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,405,296
Fees for Services Other---$458,981
Other Salaries and Wages---$105,100
Fees for Services Accounting---$71,543
Office Expenses---$64,038
Fees for Services Legal---$57,789
Insurance---$9,775
Payroll Taxes---$8,451
Pension Plan Contributions---$8,408
Conferences and Meetings---$4,454
Current Officers, Directors, Trustees, and Key Employees---$4,245
Information Technology---$800
Other Expenses---$357
Total Functional Expenses$0$0$0$9,199,237

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,199,237
Expenses per Audited Statements$9,134,013
Total Expenses per Audited Statements$9,021,062
Expenses Not Reported on Financial Statements$65,224
Other Expense Adjustments$65,224
Expenses Not Reported on Form 990$-112,951
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable & Ibnr$1,773,833
Clearance Account Exchanges$1,178,204
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
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Trustees christopher guy and matthew guy are brothers.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Prior to filing, a copy of federal form 990 is provided to each trustee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“As required by the plan's conflict of interest policy ("policy"), the trustees of the plan have a continuous obligation to disclose potential conflicts of interest to the full board of trustees. In addition to the aforesaid continuous obligation to disclose, the plan's policy requires trustees of the plan to annually sign a statement affirming that such person has received a copy of the policy, has read and understands the policy, and agrees to comply with the policy.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Marble Industry Trust Fund
EIN
13-6118206
Phone
2125055050
Address
253 WEST 35TH STREET 12TH FLOOR, NEW YORK, NY 10001

Signing Officer

Name
Matthew Guy
Title
Trustee
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Guy
Formed
1946
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
7
Employees
102

Preparer

Firm
Gould Kobrick & Schlapp Pc
Address
3 PARK AVE 14TH FL, NEW YORK, NY 10016-5902
Preparer
Steven T Schlapp
Phone
2125649451
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A - Num of Empl

“THE FUND HAS ONLY THREE EMPLOYEES. FORMs W-2 WERE ALSO ISSUED TO THE PARTICIPANTS OF THE PLAN THAT RECEIVED TAXABLE BENEFITS IN ACCORDANCE WITH THE INTERNAL REVENUE CODE.”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Overhead reimbursement $112951”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Change in benefit obligations $65224”

Raw XML AppendixShowing 400 of 463 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt063793
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0100540
IRS990/AccountsReceivableGrp/BOYAmt01909472
IRS990/AccountsReceivableGrp/EOYAmt02363270
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Plan was established for the purpose of providing health care and other benefits to eligible employees and retirees covered by collective bargaining agreements.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt08405296
IRS990/BooksInCareOfDetail/PersonNm0DANIEL H COOK ASSOCIATES INC
IRS990/BooksInCareOfDetail/PhoneNum02125055050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0253 WEST 35TH STREET 12TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0100011970
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt06893866
IRS990/CashNonInterestBearingGrp/EOYAmt08459643
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04245
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt04454
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0257123
IRS990/ContractorCompensationGrp/CompensationAmt1162000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03350 PEACHTREE ROAD POB 30302-445
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1253 W 35TH STREET 12TH FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0303261039
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0EMPIRE BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DANIEL H COOK ASSOCIATES INC
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMIN.
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt08405296
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029269
IRS990/CYOtherExpensesAmt0667737
IRS990/CYOtherRevenueAmt0186614
IRS990/CYProgramServiceRevenueAmt011405519
IRS990/CYRevenuesLessExpensesAmt02422165
IRS990/CYSalariesCompEmpBnftPaidAmt0126204
IRS990/CYTotalExpensesAmt09199237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011621402
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03408
IRS990/DeferredRevenueGrp/EOYAmt02840
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED HEALTH, WELFARE AND OTHER BENEFITS TO COVERED PLAN PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0102
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt071543
IRS990/FeesForServicesLegalGrp/TotalAmt057789
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0458981
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt926.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt914.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1820
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt81064
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt98408
IRS990/Form990PartVIISectionAGrp/PersonNm0ronald nicastri
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL GOEDTEL
IRS990/Form990PartVIISectionAGrp/PersonNm2kevin ennis
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER GUY
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK CUSUMANO
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN PALOMBA
IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW GUY
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES DONAGHY
IRS990/Form990PartVIISectionAGrp/PersonNm8James Pena
IRS990/Form990PartVIISectionAGrp/PersonNm9Robin Young Tyrrell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt81258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9105100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Attorney
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt011621402
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0800
IRS990/InsuranceGrp/TotalAmt09775
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt029269
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029269
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0178
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt017832
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt017832
IRS990/MissionDesc0The Plan was established for the purpose of providing health care and other benefits to eligible employees and retirees covered by collective bargaining agreements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010310322
IRS990/NetAssetsOrFundBalancesEOYAmt012727811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4676
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt064038
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt048500
IRS990/OtherAssetsTotalGrp/EOYAmt048500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0357
IRS990/OtherLiabilitiesGrp/BOYAmt03369531
IRS990/OtherLiabilitiesGrp/EOYAmt02952037
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/BusinessCd2525100
IRS990/OtherRevenueMiscGrp/Desc0Interest & liquidated dmg
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2Reimb of admin expenses
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034219
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt121612
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2112951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034219
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121612
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2112951
IRS990/OtherRevenueTotalAmt0186614
IRS990/OtherSalariesAndWagesGrp/TotalAmt0105100
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt08451
IRS990/PensionPlanContributionsGrp/TotalAmt08408
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042472
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034890
IRS990/PrincipalOfficerNm0MATTHEW GUY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0cobra contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employer contributions
IRS990/ProgramServiceRevenueGrp/Desc2Medicare Part D
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032572
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111370159
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111370159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22788
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09116375
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt026136
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0601645
IRS990/PYOtherRevenueAmt0108679
IRS990/PYProgramServiceRevenueAmt09541442
IRS990/PYRevenuesLessExpensesAmt0-167263
IRS990/PYSalariesCompEmpBnftPaidAmt0125500
IRS990/PYTotalExpensesAmt09843520
IRS990/PYTotalRevenueAmt09676257
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02422165
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010310322
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012727811
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04852744
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04876925
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-112951
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt065224
IRS990ScheduleD/ExpensesSubtotalAmt09134013
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4676
IRS990ScheduleD/OtherExpensesIncludedAmt0-112951
IRS990ScheduleD/OtherExpensesNotIncludedAmt065224
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01773833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11178204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE & IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLEARANCE ACCOUNT EXCHANGES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0112951
IRS990ScheduleD/RevenueNotReportedAmt0-4676
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0112951
IRS990ScheduleD/RevenueSubtotalAmt011508451
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OVERHEAD REIMBURSEMENT $112951
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in benefit obligations $65224
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt09199237
IRS990ScheduleD/TotalLiabilityAmt02952037
IRS990ScheduleD/TotalRevenuePerForm990Amt011621402
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011503775
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09021062
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES CHRISTOPHER GUY AND MATTHEW GUY ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO FILING, A COPY OF FEDERAL FORM 990 IS PROVIDED TO EACH TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS REQUIRED BY THE PLAN'S CONFLICT OF INTEREST POLICY ("POLICY"), THE TRUSTEES OF THE PLAN HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD OF TRUSTEES. IN ADDITION TO THE AFORESAID CONTINUOUS OBLIGATION TO DISCLOSE, THE PLAN'S POLICY REQUIRES TRUSTEES OF THE PLAN TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND HAS ONLY THREE EMPLOYEES. FORMs W-2 WERE ALSO ISSUED TO THE PARTICIPANTS OF THE PLAN THAT RECEIVED TAXABLE BENEFITS IN ACCORDANCE WITH THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART V, LINE 2A - NUM OF EMPL
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See schedule attached
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARBLE INDUSTRY PENSION & ANNUITY TR FND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132967109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION AND ANNUITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0253 WEST 35TH STREET 12TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013747054
IRS990/TotalAssetsEOYAmt015783228

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,783,228
Liabilities
$3,055,417
Net assets
$12,727,811
Revenue
$11,621,402
Expenses
$9,199,237
Net income
$2,422,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$4.53$7.09$12.2$12.2$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.5$3.50$7.01$10.6$12.2$1.60
2022Detailed filing. Detailed filing data is available for this year.$11.9$3.38$8.53$11.6$11.9$0.31
2021Detailed filing. Detailed filing data is available for this year.$13.5$4.29$9.24$11.8$14.7$2.87
2020Detailed filing. Detailed filing data is available for this year.$16.8$4.48$12.3$11.3$12.6$1.24
2019Detailed filing. Detailed filing data is available for this year.$18.7$5.34$13.3$15.1$16.2$1.10
2018Detailed filing. Detailed filing data is available for this year.$16.6$2.57$14.1$13.6$11.7$1.91
2017Detailed filing. Detailed filing data is available for this year.$16.9$4.69$12.2$11.1$11.6$0.49
2016Detailed filing. Detailed filing data is available for this year.$16.4$3.75$12.7$11.1$11.1$0.05
2015Detailed filing. Detailed filing data is available for this year.$15.8$3.06$12.7$11.6$9.20$2.42
2014Detailed filing. Detailed filing data is available for this year.$13.7$3.44$10.3$9.68$9.84$0.17
2013Detailed filing. Detailed filing data is available for this year.$15.7$5.20$10.5$10.1$8.00$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.62$8.37$6.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$3.62$7.61$7.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$1.42$7.94$7.18