Nonprofit · EIN 85-6783886
DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR
Also known as MARTIN J SCHUMA TTEE
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,042,498 | $8,524,599 | $517,899 | $3,287,854 | $569,457 | $2,718,397 |
| December 31, 2023 | 990 | $8,617,318 | $7,580,669 | $1,036,649 | $2,829,195 | $753,421 | $2,075,774 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,041,846
- Investment income
- $652
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,574,693
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,829,195
- Total assets, end of year
- $3,287,854
- Total liabilities, end of year
- $569,457
- Net assets, end of year
- $2,718,397
- Gross unrelated business income
- $652
- Gross receipts
- $9,042,498
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2020
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN SCHUMA | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ALLAN FRANKL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| COREY MCGREEVEY | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ANNIE RASMUSSEN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN SCHUMA | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ALLAN FRANKL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| COREY MCGREEVEY | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ANNIE RASMUSSEN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3424 E US HIGHWAY 12, HELENA, MT 59601-9708
- In care of
- % COREY MCGREEVEY
- Principal officer (990 for 2024)
- COREY MCGREEVEY, 3424 HIGHWAY 12 EAST, HELENA, MT 59601
- Signed the 990
- COREY MCGREEVEY, CFO
- Phone
- (406) 443-3225
- Website
- DACONSTRUCTION.COM
- Return prepared by
- PINION LLC
Mission
TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES.
Program accomplishments
- PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-6783886
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,287,854
- Income (IRS master file)
- $9,042,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,042,498 | $8,524,599 | $3,287,854 | XML |
| 990 | December 2023 | $8,617,318 | $7,580,669 | $2,829,195 | XML |
| 990 | December 2022 | $7,323,448 | $6,614,318 | $1,771,541 | IRS |
| 990 | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-6783886).
Questions about DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR
- What is the EIN of DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR?
- The employer identification number (EIN) of DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR is 85-6783886.
- Is DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR?
- The 990 for the year ended December 31, 2024 names COREY MCGREEVEY.
- Who are the officers and directors of DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does DICK ANDERSON CONSTRUCTION HEALTH AND WELFARE BENEFITS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,042,498, expenses of $8,524,599 and total assets of $3,287,854 at year end.
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