Civic Intelligence

Mrt Welfare Benefit Trust

EIN 36-7374467 • 501(c)9 • Houston, TX

Profile

The trust was established in order to receive contributions from the company and to pay for health and welfare benefits for eligible retired employees of the company and their dependents.

1111 Louisiana St 3811EHouston, TX 77002-5230

n/A

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$7,984,802

Up $347,284 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,984,802

Up $347,284 (+4.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Up

$300,305

Up $41,341 (+16%) from 2023

Expenses

Down

$171,198

Down $36,224 (-17%) from 2023

Net Income

Up

$129,107

Up $77,565 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,224,035Liabilities 2011: $0Net Assets 2011: $6,224,0352011Assets 2012: $6,888,372Liabilities 2012: $0Net Assets 2012: $6,888,3722012Assets 2013: $7,332,725Liabilities 2013: $0Net Assets 2013: $7,332,7252013Assets 2014: $7,396,460Liabilities 2014: $0Net Assets 2014: $7,396,4602014Assets 2015: $7,093,379Liabilities 2015: $0Net Assets 2015: $7,093,3792015Assets 2016: $6,683,030Liabilities 2016: $0Net Assets 2016: $6,683,0302016Assets 2017: $6,870,451Liabilities 2017: $0Net Assets 2017: $6,870,4512017Assets 2018: $6,532,161Liabilities 2018: $0Net Assets 2018: $6,532,1612018Assets 2019: $7,108,167Liabilities 2019: $0Net Assets 2019: $7,108,1672019Assets 2020: $7,596,652Liabilities 2020: $0Net Assets 2020: $7,596,6522020Assets 2021: $7,946,011Liabilities 2021: $0Net Assets 2021: $7,946,0112021Assets 2022: $7,092,581Liabilities 2022: $0Net Assets 2022: $7,092,5812022Assets 2023: $7,637,518Liabilities 2023: $0Net Assets 2023: $7,637,5182023Assets 2024: $7,984,802Liabilities 2024: $0Net Assets 2024: $7,984,8022024

Highlighted filing

2024

Assets$7,984,802
Liabilities$0
Net Assets$7,984,802
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $776,6332011Expenses 2012: $657,8382012Revenue 2013: $927,412Expenses 2013: $635,632Net Income 2013: $291,7802013Revenue 2014: $423,777Expenses 2014: $673,898Net Income 2014: -$250,1212014Revenue 2015: $422,333Expenses 2015: $630,929Net Income 2015: -$208,5962015Revenue 2016: $425,254Expenses 2016: $775,138Net Income 2016: -$349,8842016Revenue 2017: $564,955Expenses 2017: $428,856Net Income 2017: $136,0992017Revenue 2018: $330,035Expenses 2018: $435,722Net Income 2018: -$105,6872018Revenue 2019: $303,353Expenses 2019: $276,197Net Income 2019: $27,1562019Revenue 2020: $292,216Expenses 2020: $199,081Net Income 2020: $93,1352020Revenue 2021: $291,067Expenses 2021: $183,551Net Income 2021: $107,5162021Revenue 2022: $254,972Expenses 2022: $228,668Net Income 2022: $26,3042022Revenue 2023: $258,964Expenses 2023: $207,422Net Income 2023: $51,5422023Revenue 2024: $300,305Expenses 2024: $171,198Net Income 2024: $129,1072024

Highlighted filing

2024

Revenue$300,305
Expenses$171,198
Net Income$129,107
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,984,802
Liabilities
$0
Net assets
$7,984,802
Revenue
$300,305
Expenses
$171,198
Net income
$129,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.00$7.98$0.30$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.26$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.25$0.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.29$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.29$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.33$0.44$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.56$0.43$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.43$0.78$0.35
2015Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.42$0.63$0.21
2014Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.42$0.67$0.25
2013Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.93$0.64$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.00$6.89$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.00$6.22$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$729,685
Mission and Program Overview

Mission

The trust was established in order to receive contributions from the company and to pay for health and welfare benefits for eligible retired employees of the company and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,637,518$7,984,802▲ $347,284
Cap Stk Tr Prin Current Funds$7,637,518$7,984,802▲ $347,284
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,637,518$7,984,802▲ $347,284
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,637,518$7,984,802▲ $347,284
Total Liabilities and Net Assets / Fund Balance$7,637,518$7,984,802▲ $347,284

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$31,065--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Stephany Lin-abneyTrustee$3,000$3,000

Board Members and Trustees

NameTitle
Bertha VillatoroCommittee Member
Nathan BrownellCommittee Member
Patricia MartinCommittee Member
Richard C LegerCommittee Member
-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,540
Investment Income
$244,765
Other Revenue
$0
Change in Net Assets
$129,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,942
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$45,256--$45,256
Fees for Services Accounting-$13,454-$13,454
Other Expenses$3,000--$3,000
Total Functional Expenses$157,744$13,454$0$171,198
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
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“Election of members and their rights - all members of the benefits committee are appointed by centerpoint energy inc. For whom the benefits of this trust are administered.”

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

“Decisions subject to approval of members - all members of the benefits committee are appointed by centerpoint energy inc. And are subject to removal.”

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

“Organization's process to review form 990 - electronic copy provided for review.”

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

“Enforcement of conflicts policy - by annual ethics training.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - upon request.”

Filing and Contact Details

Filer

Filer Name
Mrt Welfare Benefit Trust
EIN
36-7374467
Phone
7132071111
Address
1111 LOUISIANA ST 3811E, HOUSTON, TX 77002-5230

Signing Officer

Name
Patricia Martin
Title
Member
Phone
7132071111
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Martin
Formed
1997
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcconnell & Jones Llp
Address
4828 LOOP CENTRAL DRIVE SUITE 1000, HOUSTON, TX 77081
Preparer
Tene Thomas
Phone
7139681600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Financial statements and reporting - the organization has not changed either its oversight process or selection process during the tax year.”

Raw XML Appendix342 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/ActivityOrMissionDesc0THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE CONTRIBUTIONS FROM THE COMPANY AND TO PAY FOR HEALTH AND WELFARE BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF THE COMPANY AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt045256
IRS990/BenefitsToMembersGrp/TotalAmt045256
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTERPOINT ENERGY INC
IRS990/BooksInCareOfDetail/PhoneNum07132071111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 LOUISIANA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0770025230
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt07637518
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt07984802
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt045256
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0244765
IRS990/CYOtherExpensesAmt0125942
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt055540
IRS990/CYRevenuesLessExpensesAmt0129107
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0171198
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0300305
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0VEBA TRUST PROVIDING EMPLOYEE WELFARE BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0157744
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013454
IRS990/FeesForServicesAccountingGrp/TotalAmt013454
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1BERTHA VILLATORO
IRS990/Form990PartVIISectionAGrp/PersonNm2NATHAN BROWNELL
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD C LEGER
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHANY LIN-ABNEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt032443
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0461823
IRS990/GrossReceiptsAmt0729685
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0190805
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212322
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt021517
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07637518
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07984802
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0429380
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE CONTRIBUTIONS FROM THE COMPANY AND TO PAY FOR HEALTH AND WELFARE BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF THE COMPANY AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07637518
IRS990/NetAssetsOrFundBalancesEOYAmt07984802
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032443
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt032443
IRS990/NetUnrelatedBusTxblIncmAmt030386
IRS990/NetUnrlzdGainsLossesInvstAmt0218117
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PREMIUM
IRS990/OtherExpensesGrp/Desc1OTHER ADMINISTRATIVE FE
IRS990/OtherExpensesGrp/Desc2INVESTMENT CONSULTING F
IRS990/OtherExpensesGrp/Desc3TRUSTEE FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt071889
IRS990/OtherExpensesGrp/ProgramServicesAmt131257
IRS990/OtherExpensesGrp/ProgramServicesAmt26342
IRS990/OtherExpensesGrp/ProgramServicesAmt33000
IRS990/OtherExpensesGrp/TotalAmt071889
IRS990/OtherExpensesGrp/TotalAmt131257
IRS990/OtherExpensesGrp/TotalAmt26342
IRS990/OtherExpensesGrp/TotalAmt33000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA MARTIN
IRS990/PriorPeriodAdjustmentsAmt060
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055540
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt048666
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0196569
IRS990/PYOtherExpensesAmt0158756
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt062395
IRS990/PYRevenuesLessExpensesAmt051542
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0207422
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0258964
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0129107
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt055540
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01668472
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16285265
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt231065
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD INSTL TOTAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD INTER-TERM TX EX ADMIRAL SH
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MFB NTHN INSTL FDS GOVT PORTFOLIO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt07984802
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTION OF MEMBERS AND THEIR RIGHTS - ALL MEMBERS OF THE BENEFITS COMMITTEE ARE APPOINTED BY CENTERPOINT ENERGY INC. FOR WHOM THE BENEFITS OF THIS TRUST ARE ADMINISTERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ALL MEMBERS OF THE BENEFITS COMMITTEE ARE APPOINTED BY CENTERPOINT ENERGY INC. AND ARE SUBJECT TO REMOVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S PROCESS TO REVIEW FORM 990 - ELECTRONIC COPY PROVIDED FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENFORCEMENT OF CONFLICTS POLICY - BY ANNUAL ETHICS TRAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS AND REPORTING - THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
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 XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0740694415
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CENTERPOINT ENERGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01111 LOUISIANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0770025230
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07637518
IRS990/TotalAssetsEOYAmt07984802
IRS990/TotalAssetsGrp/BOYAmt07637518
IRS990/TotalAssetsGrp/EOYAmt07984802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157744
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171198
IRS990/TotalGrossUBIAmt053960
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07637518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07984802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0157744
IRS990/TotalProgramServiceRevenueAmt055540
IRS990/TotalReportableCompFromOrgAmt03000
IRS990/TotalRevenueGrp/ExclusionAmt0190805
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0300305
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt053960
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07637518
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07984802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 LOUISIANA ST 3811E
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770025230
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132071111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MRT WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MRTW
ReturnHeader/Filer/EIN0367374467
ReturnHeader/Filer/PhoneNum07132071111
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 LOUISIANA ST 3811E
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770025230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCONNELL & JONES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 LOOP CENTRAL DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077081
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02025-11-17T13:40:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.