Civic Intelligence

1978 Retired Construction Workers Benefit Trust

990 • Fiscal year 2023 • EIN 55-0583589

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 14, 2024

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

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$50,000

Higher top officer pay than 62% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

45th percentile

4.8%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-4.0%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$16,932,838

Up $777,132 (+4.8%) from 2022

Net Assets

Up

$16,821,975

Up $781,088 (+4.9%) from 2022

Liabilities

Down

$110,863

Down $3,956 (-3.4%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin81st percentile

Revenue

Down

$6,681,839

Down $275,338 (-4.0%) from 2022

Expenses

Down

$5,108,441

Down $489,136 (-8.7%) from 2022

Net Income

Up

$1,573,398

Up $213,798 (+16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$16,932,838
Liabilities$110,863
Net Assets$16,821,975
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$6,681,839
Expenses$5,108,441
Net Income$1,573,398
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$6,681,839
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$14,637,482$15,295,988▲ $658,506
Cash and Non-Interest-Bearing Accounts$1,430,936$1,486,300▲ $55,364
Prepaid Expenses and Deferred Charges$73,490$131,853▲ $58,363
Accounts Receivable$13,798$18,697▲ $4,899
Total Assets$16,155,706$16,932,838▲ $777,132
Liabilities
Accounts Payable and Accrued Expenses$114,819$110,863▼ $3,956
Total Liabilities$114,819$110,863▼ $3,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,040,887$16,821,975▲ $781,088
Total Net Assets Fund Balance$16,040,887$16,821,975▲ $781,088
Total Liabilities and Net Assets / Fund Balance$16,155,706$16,932,838▲ $777,132

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,295,988--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleBaseOtherTotal
Donald T BarnettTrustee$15,000$35,000$50,000
Fred MarxChairman$15,000$35,000$50,000
William H HoweTrustee$15,000$35,000$50,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Thp Insurance CompanyPlan Administrator1100 MAIN ST, Wheeling, WV 26003$694,316
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,167,635
Investment Income
$450,817
Other Revenue
$63,387
Change in Net Assets
$1,573,398

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,681,839
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-792,310
Total Revenue per Audited Statements
$5,889,529
Total Revenue per Form 990
$6,681,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,521
Salaries, Compensation, and Employee Benefits$45,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,693,920
Fees for Services Management---$117,515
Fees for Services Other---$77,347
Fees for Services Legal---$56,948
Current Officers, Directors, Trustees, and Key Employees---$45,000
Fees for Services Accounting---$26,636
Office Expenses---$22,682
Insurance---$21,187
Other Expenses---$1,866
Total Functional Expenses$0$0$0$5,108,441

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,108,441
Total Expenses per Audited Statements$5,108,441
Total Expenses per Form 990$5,108,441
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 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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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
2024-02-14
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, 2023, 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, 2023, the statute of limitations for years ending march 31, 2019 through 2021 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix362 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.

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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, 2023, 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, 2023, THE STATUTE OF LIMITATIONS FOR YEARS ENDING MARCH 31, 2019 THROUGH 2021 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNION AND EMPLOYER ASSOCIATION APPOINT THE TRUSTEES PURSUANT TO THE TERMS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION AND EMPLOYER ASSOCIATION GENERALLY HAVE THE POWER TO APPROVE OR OVERRULE DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE FUND DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICAL, OFFICER, OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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/ExplanationTxt7THE 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 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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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/BusinessNameLine1Txt2ALLEGHENY BELTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3COALFIELD SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4COWIN & COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5DANIELS ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6DYSON CONVEYOR MAINTENANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7GREG HORTON CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8HENRY A PETTER SUPPLY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9LINCOLN CONTR & EQUIP CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10LONE PINE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11NATIONAL BELT SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12NEXGEN INDUSTRIAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13MOUNTAINEER RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14WEST VIRGINIA ELECTRIC CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15TRIMBLE ENGINEERS AND CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16RAW UNITED CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17PENN LINE ENERGY T&D INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526283006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0141 SUMMERS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLESTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd025301
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016155706
IRS990/TotalAssetsEOYAmt016932838
IRS990/TotalAssetsGrp/BOYAmt016155706
IRS990/TotalAssetsGrp/EOYAmt016932838
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05108441
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0114819
IRS990/TotalLiabilitiesEOYAmt0110863
IRS990/TotalLiabilitiesGrp/BOYAmt0114819
IRS990/TotalLiabilitiesGrp/EOYAmt0110863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016040887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016821975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06167635
IRS990/TotalReportableCompFromOrgAmt045000
IRS990/TotalRevenueGrp/ExclusionAmt0450817
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06231022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06681839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016155706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016932838
IRS990/TotReportableCompRltdOrgAmt0105000
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED MARX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08006246961
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-14
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-02-14T09:43:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARX
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,932,838
Liabilities
$110,863
Net assets
$16,821,975
Revenue
$6,681,839
Expenses
$5,108,441
Net income
$1,573,398
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