2023-09-05T16:26:34-05:00 2022-12-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2022-01-01 367255576 MARBA INDUSTRY ADVANCEMENT FUND MARB 5173217502 6525 CENTURION DRIVE LANSING MI 489179275 KATHLEEN KAPOVICH CHAIRMAN 5173217502 2023-09-05 1 KATHLEEN KAPOVICH 999009999 0 HOWARD SIMON P00158008 3126550037 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN KAPOVICH 6525 CENTURION DRIVE LANSING MI 489179275 1873723 0 X N/A X 1998 IL TO ADVANCE AND PROMOTE THE CONSTRUCTION INDUSTRY WITHIN THE MID-AMERICA REGIONAL BARGAINING ASSOCIATION 7 7 0 0 0 0 0 0 1683243 1866223 0 0 7500 7500 1690743 1873723 0 0 0 0 0 0 0 0 0 1667243 1858522 1667243 1858522 23500 15201 608313 626563 440019 443068 168294 183495 TO ADVANCE AND PROMOTE THE CONSTRUCTION INDUSTRY WITHIN THE MID-AMERICA REGIONAL BARGAINING ASSOCIATION 0 0 TO ADVANCE AND PROMOTE THE INTERESTS OF THE CONSTRUCTION INDUSTRY MANAGEMENT IN THE EXPANSION AND ENHANCEMENT OF THE INDUSTRY AND THE NEGOTIATION, ADMINSTRATION AND APPLICATION OF THE MARBA COLLECTIVE BARGAINING AGREEMENTS. THE FUND RECEIVES CONTRIBUTIONS FROM VARIOUS TRADES AND DISTRIBUTES THESE MONIES TO 8 ASSOCIATIONS AT YEAR END. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JAMES SCHREIBER 5173217502 6525 CENTURION DRIVE LANSING MI 489179275 X KATHLEEN KAPOVICH TRUSTEE 3.00 X 0 0 0 JAMES SZABO FORMER TRUSTEE 3.00 X 0 0 0 WILLIAM COLLINS TRUSTEE 3.00 X 0 0 0 SETH GUDEMAN TRUSTEE 3.00 X 0 0 0 LARRY ECKARDT TRUSTEE 3.00 X 0 0 0 WILLIAM VIGNOCCHI TRUSTEE 3.00 X 0 0 0 NORA DEGNAN TRUSTEE 3.00 X 0 0 0 BRAD GROVE TRUSTEE 3.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS 900099 1866223 1866223 1866223 PROCESSING INCOME 900099 7500 7500 7500 1873723 1873723 0 0 547151 7284 6850 4343 1331 1290176 1387 1858522 362029 319611 244781 305412 1503 1540 608313 626563 2438 0 437581 443068 440019 443068 X 168294 183495 168294 183495 608313 626563 15201 0 X X 1 X 0 1 0 0 DISTR PAYABLE TO ASSOCIATIONS 443068 443068 X 1873723 0 1873723 0 1873723 1858522 0 1858522 0 1858522 Part X, Line 2: Management is required to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of December 31, 2022 and 2021, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ending 2019, 2020 and 2021 are subject to examination by the IRS, generally for three years after they were filed. Form 990, Part VI, Section A, line 6 Line 6 explanation - THERE ARE TWO MEMBERSHIP CLASSES: ASSOCIATION MEMBERS AND ASSOCIATE MEMBERS. ASSOCIATION MEMBERS SHALL INCLUDE ANY EMPLOYER ASSOCIATION WHICH REPRESENTS, FOR PURPOSES OF COLLECTIVE BARGAINING WITH CONSTRUCTION TRADE UNIONS, CONTRACTORS OR SUB-CONTRACTORS ENGAGED IN ANY TYPE OF CONSTRUCTION WORK, INCLUDING ANY GROUP OF CONTRACTORS OR SUB-CONTRACTORS WHICH HAS NOT ESTABLISHED A FORMAL ASSOCIATION BUT HAS TRADITIONALLY BARGAINED JOINTLY WITH AND HAS HISTORIC BARGAINING RIGHTS WITH ONE OR MORE CONSTRUCTION TRADE UNIONS. ASSOCIATE MEMBERS CONSIST OF ANY ASSOCIATION WHOSE INDIVIDUAL MEMBERS ENGAGE IN CONSTRUCTION ACTIVITIES THAT ARE NOT COVERED BY EXISTING FUND CONTRACTS, OR ANY ASSOCIATION WHOSE AREA OF BUSINESS IS OUTSIDE OF FUND'S AREA. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO VOTING RIGHTS. Form 990, Part VI, Section A, line 7a Line 7a explanation - EACH MEMBER ASSOCIATION IN GOOD STANDING SHALL DESIGNATE ITS TRUSTEE, AND IF THE FUND'S BOARD OF TRUSTEES APPROVES OF THAT RECOMMENDATION, IT SHALL APPOINT THE INDIVIDUAL AS A TRUSTEE OF THE FUND. Form 990, Part VI, Section B, line 11b THE BOARD AUTHORIZES THE THIRD-PARTY ADMINISTRATOR ALONG WITH THE CHAIRMAN, SECRETARY AND LEGAL COUNSEL TO REVIEW THE FILING. Form 990, Part VI, Section B, line 12c The Board reviews the written conflict of interest policy annually and reviews any activity that is not in compliance with the written document. Form 990, Part VI, Section C, line 19 PLAN DOCUMENTS ARE RELEASED TO ANY ENTITY OR INDIVIDUAL UPON THE TRUSTEES' AUTHORIZATION OR WHEN NEEDED TO BE AVAILABLE AS REQUIRED BY APPLICABLE LAWS. FORM 990, PART XII, LINE 2C NO CHANGE IN PROCESS.