Civic Intelligence

1978 Retired Construction Workers Benefit Trust

990 • Fiscal year 2019 • EIN 55-0583589

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 30, 2020

Organization ProfileN/A

View Organization Page

141 Summers StreetCharleston, WV 25301

(800) 624-6961

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$50,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

65th percentile

16%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-4.1%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$10,792,611

Up $1,451,703 (+16%) from 2018

Net Assets

Up

$10,690,067

Up $1,527,349 (+17%) from 2018

Liabilities

Down

$102,544

Down $75,646 (-42%) from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin76th percentile

Revenue

Down

$7,646,760

Down $325,619 (-4.1%) from 2018

Expenses

Down

$6,138,143

Down $469,466 (-7.1%) from 2018

Net Income

Up

$1,508,617

Up $143,847 (+11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2011: $688,812Liabilities 2011: $321,355Net Assets 2011: $367,4572011Assets 2012: $730,707Liabilities 2012: $57,319Net Assets 2012: $673,3882012Assets 2013: $2,577,030Liabilities 2013: $159,040Net Assets 2013: $2,417,9902013Assets 2014: $5,079,386Liabilities 2014: $829,790Net Assets 2014: $4,249,5962014Assets 2015: $4,321,265Liabilities 2015: $60,085Net Assets 2015: $4,261,1802015Assets 2016: $6,191,960Liabilities 2016: $165,881Net Assets 2016: $6,026,0792016Assets 2017: $8,080,412Liabilities 2017: $247,271Net Assets 2017: $7,833,1412017Assets 2018: $9,340,908Liabilities 2018: $178,190Net Assets 2018: $9,162,7182018Assets 2019: $10,792,611Liabilities 2019: $102,544Net Assets 2019: $10,690,0672019Assets 2020: $13,042,247Liabilities 2020: $124,948Net Assets 2020: $12,917,2992020Assets 2021: $15,580,204Liabilities 2021: $65,558Net Assets 2021: $15,514,6462021Assets 2022: $16,155,706Liabilities 2022: $114,819Net Assets 2022: $16,040,8872022Assets 2023: $16,932,838Liabilities 2023: $110,863Net Assets 2023: $16,821,9752023Assets 2024: $18,689,488Liabilities 2024: $98,918Net Assets 2024: $18,590,5702024Assets 2025: $21,525,081Liabilities 2025: $86,563Net Assets 2025: $21,438,5182025

Highlighted filing

2019

Assets$10,792,611
Liabilities$102,544
Net Assets$10,690,067
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,054,064Expenses 2011: $7,584,543Net Income 2011: -$530,4792011Expenses 2012: $8,299,4242012Expenses 2013: $6,474,0822013Revenue 2014: $8,376,967Expenses 2014: $6,530,870Net Income 2014: $1,846,0972014Revenue 2015: $8,152,130Expenses 2015: $8,060,522Net Income 2015: $91,6082015Revenue 2016: $8,126,490Expenses 2016: $6,310,768Net Income 2016: $1,815,7222016Revenue 2017: $7,783,393Expenses 2017: $6,017,847Net Income 2017: $1,765,5462017Revenue 2018: $7,972,379Expenses 2018: $6,607,609Net Income 2018: $1,364,7702018Revenue 2019: $7,646,760Expenses 2019: $6,138,143Net Income 2019: $1,508,6172019Revenue 2020: $7,758,232Expenses 2020: $5,681,205Net Income 2020: $2,077,0272020Revenue 2021: $7,229,550Expenses 2021: $4,749,186Net Income 2021: $2,480,3642021Revenue 2022: $6,957,177Expenses 2022: $5,597,577Net Income 2022: $1,359,6002022Revenue 2023: $6,681,839Expenses 2023: $5,108,441Net Income 2023: $1,573,3982023Revenue 2024: $6,592,316Expenses 2024: $4,678,761Net Income 2024: $1,913,5552024Revenue 2025: $6,415,747Expenses 2025: $3,725,425Net Income 2025: $2,690,3222025

Highlighted filing

2019

Revenue$7,646,760
Expenses$6,138,143
Net Income$1,508,617
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$7,646,760
Mission and Program Overview

Mission

Health & welfare plan exempt under i.r.c. Sect. 501(c)(9).

Health & welfare plan exempt under i.r.c. Section 501(c)(9).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,058,320$8,778,480▲ $1,720,160
Cash and Non-Interest-Bearing Accounts$2,163,972$1,919,858▼ $244,114
Prepaid Expenses and Deferred Charges$53,948$75,607▲ $21,659
Accounts Receivable$64,668$18,666▼ $46,002
Total Assets$9,340,908$10,792,611▲ $1,451,703
Liabilities
Accounts Payable and Accrued Expenses$178,190$102,544▼ $75,646
Total Liabilities$178,190$102,544▼ $75,646
Net Assets / Fund Balance
Unrestricted Net Assets$9,162,718$10,690,067▲ $1,527,349
Total Net Assets Fund Balance$9,162,718$10,690,067▲ $1,527,349
Total Liabilities and Net Assets / Fund Balance$9,340,908$10,792,611▲ $1,451,703

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,778,480--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald T BarnettTrusteePT$15,000$35,000$50,000
Fred MarxNeutral TrusteePT$15,000$35,000$50,000
William H HoweTrusteePT$15,000$35,000$50,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Thp Insurance CompanyClaims Administrator141 SUMMERS STREET, Charleston, WV 25301$101,722
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,367,254
Investment Income
$201,884
Other Revenue
$77,622
Change in Net Assets
$1,508,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,646,760
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,732
Total Revenue per Audited Statements
$7,665,492
Total Revenue per Form 990
$7,646,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,684
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---$5,726,459
Fees for Services Management---$107,527
Fees for Services Other---$50,864
Office Expenses---$32,188
Fees for Services Accounting---$24,398
Fees for Services Legal---$21,814
Insurance---$18,887
Other Expenses---$4,802
Travel---$627
Total Functional Expenses$0$0$0$6,138,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,138,143
Total Expenses per Audited Statements$6,138,143
Total Expenses per Form 990$6,138,143
Expenses Not Reported on Financial Statements$0
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The trustees of the organization are also trustees of the umwa 1985 construction workers pension plan.”

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

“The union and employer association appoint the trustees pursuant to the terms of the trust.”

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

“The union and employer association generally have the power to approve or overrule decisions of the governing body.”

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

“Prior to filing, the 990 is reviewed by the board of trustees.”

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

“The plan is maintained and administered in accordance with erisa section 404 and 406 and the plan's conflict of interest policy is described in erisa section 404 and 406. The trustees monitor and enforce the compliance with erisa with the assistance of the professionals.”

Form 990, Part VI, Section B, Line 15

“The fund does not have a ceo, executive director, top management offical, officer, or key employees.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to particpants of the plan in accordance with federal law.”

Filing and Contact Details

Filer

Filer Name
1978 Retired Construction Workers
EIN
55-0583589
Phone
8006246961
Address
141 SUMMERS STREET, CHARLESTON, WV 25301

Signing Officer

Name
Fred Marx
Title
Trustee
Phone
8006246961
Signed
2020-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Marx
Formed
1978
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of audit. The trustees have the responsibility of selecting an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The plan accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The plan performed an evaluation of uncertain tax positions for the year ended march 31, 2019, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of march 31, 2019, the statute of limitations for years ending march 31, 2016 through 2018 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix376 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
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IRS990/Form990PartVIISectionAGrp/PersonNm2FRED MARX
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt015000
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2NEUTRAL TRUSTEE
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF MARCH 31, 2019, THE STATUTE OF LIMITATIONS FOR YEARS ENDING MARCH 31, 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE ORGANIZATION ARE ALSO TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION AND EMPLOYER ASSOCIATION APPOINT THE TRUSTEES PURSUANT TO THE TERMS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION AND EMPLOYER ASSOCIATION GENERALLY HAVE THE POWER TO APPROVE OR OVERRULE DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR TO FILING, THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTION 404 AND 406 AND THE PLAN'S CONFLICT OF INTEREST POLICY IS DESCRIBED IN ERISA SECTION 404 AND 406. THE TRUSTEES MONITOR AND ENFORCE THE COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICAL, OFFICER, OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICPANTS OF THE PLAN IN ACCORDANCE WITH FEDERAL LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT. THE TRUSTEES HAVE THE RESPONSIBILITY OF SELECTING AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt018 KARAT INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13-R INDUSTRIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ABATE IRWIN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ALLEGHENY BELTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4COALFIELD SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5COWIN & COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6DANIELS ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7DYSON CONVEYOR MAINTENANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8FOREST CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9GREG HORTON CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10HENRY A PETTER SUPPLY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11LINCOLN CONTR & EQUIP CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12LONE PINE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13NATIONAL BELT SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14NEXGEN INDUSTRIAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15MOUNTAINEER RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16WEST VIRGINIA ELECTRIC CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17TRIMBLE ENGINEERS AND CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18FRONTIER-KEMPER CONSTRUCTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19RAW UNITED CONSTRUCTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL UNION UNITED MINE WORKERS OF AMERICA PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526283006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1530159200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0141 SUMMERS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt118354 QUANTICO GATEWAY DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLESTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TRIANGLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd025301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd122172
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09340908
IRS990/TotalAssetsEOYAmt010792611
IRS990/TotalAssetsGrp/BOYAmt09340908
IRS990/TotalAssetsGrp/EOYAmt010792611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06138143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0178190
IRS990/TotalLiabilitiesEOYAmt0102544
IRS990/TotalLiabilitiesGrp/BOYAmt0178190
IRS990/TotalLiabilitiesGrp/EOYAmt0102544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09162718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010690067
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07367254
IRS990/TotalReportableCompFromOrgAmt045000
IRS990/TotalRevenueGrp/ExclusionAmt0201884
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07444876
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07646760
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09340908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010792611
IRS990/TotReportableCompRltdOrgAmt0105000
IRS990/TravelGrp/TotalAmt0627
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09162718
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010690067
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0141 SUMMERS STREET
IRS990/USAddress/CityNm0CHARLESTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025301
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED MARX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08006246961
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01978 RETIRED CONSTRUCTION WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt01978
ReturnHeader/Filer/EIN0550583589
ReturnHeader/Filer/PhoneNum08006246961
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 SUMMERS STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0099BB351ED5C43DB8E4A0DD96B056B1430213725
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02020-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:18:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02020-01-30T10:19:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,792,611
Liabilities
$102,544
Net assets
$10,690,067
Revenue
$7,646,760
Expenses
$6,138,143
Net income
$1,508,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.5$0.09$21.4$6.42$3.73$2.69
2024Detailed filing. Detailed filing data is available for this year.$18.7$0.10$18.6$6.59$4.68$1.91
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.11$16.8$6.68$5.11$1.57
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.11$16.0$6.96$5.60$1.36
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.07$15.5$7.23$4.75$2.48
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.12$12.9$7.76$5.68$2.08
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.10$10.7$7.65$6.14$1.51
2018Detailed filing. Detailed filing data is available for this year.$9.34$0.18$9.16$7.97$6.61$1.36
2017Detailed filing. Detailed filing data is available for this year.$8.08$0.25$7.83$7.78$6.02$1.77
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.17$6.03$8.13$6.31$1.82
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.06$4.26$8.15$8.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.83$4.25$8.38$6.53$1.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.16$2.42$6.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.06$0.67$8.30
2011Summary only. Only limited summary data is available for this year.$0.69$0.32$0.37$7.05$7.58$0.53