Form 990 for tax year 2023
Filed by STONE AND MARBLE MASONS OF MTRPLTN WSHNGTN DC HEALTH & WELFARE TR FND.
Totals
- Total revenue
- $3,334,960
- Total expenses
- $3,546,279
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,044,058
- Investment income
- $290,902
- Other revenue
- $0
- Total assets, end of year
- $10,792,894
- Total liabilities, end of year
- $542,805
- Net assets or fund balances, end of year
- $10,250,089
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $2,828,105 · related or exempt $2,828,105
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $215,953 · related or exempt $215,953
-
3 · Investment income
total $321,946 · excluded $321,946
-
7a · Gross sales of assets other than inventory
securities $2,969,546
-
7b · Less cost or other basis and sales expenses
securities $3,000,590
-
7c · Gain or loss
securities -$31,044
-
7d · Net gain or loss
total -$31,044 · excluded -$31,044
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $3,140,801
-
7 · Other salaries and wages
total $2,909
-
11a · Fees: management
total $180,368
-
11b · Fees: legal
total $59,151
-
11c · Fees: accounting
total $15,811
-
11f · Fees: investment management
total $25,904
-
11g · Fees: other
total $78,510
-
13 · Office expenses
total $8,347
-
19 · Conferences, conventions and meetings
total $8,062
-
23 · Insurance
total $17,954
-
24a · Other expenses: OTHER BENEFIT ADMINISTR
total $8,462
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,681,029 · end of year $693,597
-
2 · Savings and temporary cash investments
beginning of year $90,944 · end of year $50,933
-
4 · Accounts receivable
beginning of year $345,692 · end of year $459,595
-
9 · Prepaid expenses and deferred charges
beginning of year $6,466 · end of year $6,592
-
11 · Investments: publicly traded securities
beginning of year $6,068,202 · end of year $8,257,591
-
12 · Investments: other securities
beginning of year $1,387,606 · end of year $1,324,586
-
17 · Accounts payable and accrued expenses
beginning of year $28,968 · end of year $44,739
-
19 · Deferred revenue
end of year $34,268
-
25 · Other liabilities
beginning of year $162,645 · end of year $463,798
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $10,388,326 · end of year $10,250,089
Mission and programs · 2023
Mission
PROVIDING HEALTH BENEFITS TO MEMBERS.
Activities or mission (Part I)
PROVIDING HEALTH BENEFITS TO MEMBERS
-
PROVIDE HEALTH BENEFITS TO UNION MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Cesar RodriquezCESAR RODRIQUEZ
ALT. UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Michael R BrattiMICHAEL R BRATTI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Brett S RugoBRETT S RUGO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Vital CardosoVITAL CARDOSO
UNION TRUSTEE
- Total calculated
- $2,297
- From this org
- $2,297
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Scott GarvinSCOTT GARVIN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Michael PattersonMICHAEL PATTERSON
UNION TRUSTEE
- Total calculated
- $2,649
- From this org
- $2,649
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Manuel SearaMANUEL SEARA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
STONE AND MARBLE MASONS DC PENSION FUND
PROVIDING RETIREMENT BENEFITS · MD
-
BRICKLAYERS & AC LOCAL 1 MD VA AND DC
501(C)(5) · LOCAL UNION · MD
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AMERICAN RESTORATION LLC
-
BAC LOCAL 1 MD VA DC JATC
-
BAC LOCAL 1 MD VA DC
-
BANNER MASONRY
-
BOATMAN & MAGNANI INC
-
FIRVIDA CONSTRUCTION CORP
-
JANEIRO INC
-
LORTON STONE LLC
-
R BRATTI ASSOC INC
-
ROMAN MOSAIC & TILE
-
RUGO STONE LLC
-
STONE WORKS INC
-
UNION TROWEL TRADES BEN
-
WESTERN SPECIALTY CONTRACTORS
-
GRANITE & MARBLE GEMS INC
-
BRICKLAYERS L1 OF PA
-
INTERNATIONAL TROWEL TRADES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349305756
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