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MARC GROUP INC EMP BEN PL: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARC GROUP INC EMP BEN PL (EIN 56-2225644)
Tax period
2018-06-01 to 2019-05-31
Filed
2020-03-12
IRS object ID
202030729349301468
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-12T16:41:38-05:00ReturnTs
Tax Period End2019-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561371036PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAY BUMGARNER KINGSHILL & ASSOC PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1385 N HAYWOOD ST STE 3AddressLine1Txt
CityWAYNESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP287865722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562225644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARC GROUP INC EMPLOYEE BENEFITBusinessNameLine1Txt
Business Name Line2PLAN TRUST AGREEMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARCBusinessNameControlTxt
Phone8285952995PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2122AddressLine1Txt
CityHENDERSONVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28792ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUDREY GADDISPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8285952995PhoneNum
Signature2020-03-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A BUMGARNER CPAPreparerPersonNm
PTINP00105127PTIN
Phone8284524734PhoneNum
Preparation2020-03-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.36.124.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-12IPDt
IP Tm16:41:38IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0AAC5303CC7783FDC922616C41866A62D2BD473CAtSubmissionCreationDeviceId
At Submission Filing Device IdDCF04352A8166453D830EAEF81BF69FED564A89EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEAL BEBBERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1451 INDUSTRIAL PARK DRIVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27822ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,561,716GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MARCINC.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2001FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionPROVIDE A VEBA HEALTH CARE PLAN FOR PARTICIPATING REHABILITATION CENTERS IN WESTERN NORTH CAROLINA.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$15,399TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,231,038PYProgramServiceRevenueAmt
CY Program Service Revenue$5,958,217CYProgramServiceRevenueAmt
PY Investment Income$79,260PYInvestmentIncomeAmt
CY Investment Income$15,399CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,310,298PYTotalRevenueAmt
CY Total Revenue$5,973,616CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$5,378,428PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$4,137,232CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,731,122PYOtherExpensesAmt
CY Other Expenses$1,950,576CYOtherExpensesAmt
PY Total Expenses$7,109,550PYTotalExpensesAmt
CY Total Expenses$6,087,808CYTotalExpensesAmt
PY Revenues Less Expenses$200,748PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$114,192CYRevenuesLessExpensesAmt
Total Assets BOY$1,277,986TotalAssetsBOYAmt
Total Assets EOY$1,152,448TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,277,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,152,448NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE A VEBA HEALTH CARE PLAN FOR PARTICIPATING REHABILITATION CENTERS IN WESTERN NORTH CAROLINA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,087,808ExpenseAmt
Revenue$5,958,217RevenueAmt
DescTO PROVIDE FOR THE PAYMENT OR REIMBURSEMENT OF SPECIFIED MEDICAL EXPENSES INCURRED BY ELIGIBLE EMPLOYEES AND THEIR COVERED DEPENDENTS UNDER A VEBA PLAN.Desc
Total Program Service Expenses$6,087,808TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAUDREY GADDISPersonNm
Phone8284564455PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7AddressLine1Txt
CityHAZELWOODCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28738ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TOM O'BRIEN
DIRECTOR2.00Yes (X)$0$0$0
NEAL BEBBER
CHAIRMAN5.00Yes (X)$0$0$0Yes (X)
STEVE EARLY
SECRETARY3.00Yes (X)$0$0$0Yes (X)
AUDREY GADDIS
TREASURER4.00Yes (X)$0$0$0Yes (X)
MICHAEL MAYBEE
CHAIRMAN-ELE2.00Yes (X)$0$0$0Yes (X)
ELENA CAMERON
DIRECTOR2.00Yes (X)$0$0$0
JOE RIGDON
DIRECTOR2.00Yes (X)$0$0$0
KIMLYN LAMBERT
DIRECTOR2.00Yes (X)$0$0$0
AMBREA WILLIAMS
DIRECTOR2.00Yes (X)$0$0$0
ALLEN COMBS
DIRECTOR2.00Yes (X)$0$0$0
KENT FARMER
DIRECTOR2.00Yes (X)$0$0$0
BILL SHAREK
DIRECTOR2.00Yes (X)$0$0$0
AMANDA FREEMAN
DIRECTOR2.00Yes (X)$0$0$0
JAMIE BRANDENBURG
DIRECTOR2.00Yes (X)$0$0$0
TARA MCCRACKEN
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBER HEALTH BENEFIT CONTRIB$5,405,926$5,405,926
REINSURANCE PROCEEDS$552,291$552,291
FieldValueIRS element (for citing)
Total Program Service Revenue$5,958,217TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,740TotalRevenueColumnAmt
Unrelated Business Revenue$22,740UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$580,759SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$588,100SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$7,341SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,341TotalRevenueColumnAmt
Unrelated Business Revenue-$7,341UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,973,616TotalRevenueColumnAmt
Related Or Exempt Func Income$5,958,217RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$15,399UnrelatedBusinessRevenueAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$4,137,232TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,229TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,895TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,579TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,351TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FIXED COSTS$1,874,234
ADMINISTRATIVE COSTS$46,288

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,087,808TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$279,088BOYAmt
EOY$156,390EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$998,898BOYAmt
EOY$996,058EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,277,986BOYAmt
EOY$1,152,448EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,277,986BOYAmt
EOY$1,152,448EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,277,986BOYAmt
EOY$1,152,448EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,277,986BOYAmt
EOY$1,152,448EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$114,192ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,346NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN IS REVIEWED BY A BOARD MEMBER IN HIS/HER OFFICIAL CAPACITY BEFORE SIGNING THE RETURN FOR FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD OF DIRECTORS MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY MAKING NOTE OF THE DISCLOSURES MADE BY ITS BOARD MEMBERS EITHER MANUALLY OR AT EACH BOARD MEETING AS THE CONFLICT IS DETERMINED.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION CURRENTLY IS NOT PAID BY THE MARC GROUP INC. EMPLOYEE BENEFIT PLAN TRUST (PLAN). THE EXECUTIVE DIRECTOR' COMPENSATION IS PAID BY THE SPONSOR, MARKETING ASSOCIATION FOR REHABILITATION CENTERS, INC. (MARC). THE HEALTH INSURANCE PLAN IS A PROGRAM OFFERED TO THE MEMBERS OF MARC AND THE EXECUTIVE DIRECTOR'S MARC COMPENSATION COVERS THIS PROGRAM. THE MEMBERS OF THE BOARD OF DIRECTORS OF MARC REVIEW AND DECIDE ON AN ANNUAL BASIS WHAT THE COMPENSATION LEVEL SHOULD BE. ALL MEMBERS OF THE BOARD ARE INDEPENDENT.
FORM 990, PAGE 6, PART VI, LINE 15BTHERE IS NO COMPENSATION PAID TO OFFICERS AND OTHERS. THERE ARE NO OTHER COMPENSATION AMOUNTS BEING PAID AT THIS TIME.
FORM 990, PAGE 6, PART VI, LINE 19CONSIDERATION WOULD BE TO MAKE THESE DOCUMENTS AVAILABLE AS REQUESTED. THEY HAVE NOT BEEN REQUESTED TO THIS POINT IN TIME BY ANYONE OUTSIDE OF THE ORGANIZATION.
FORM 990, PART XI, LINE 9REALIZED LOSSES SHOWN WITH EXPENSES IN AUDIT 0 REALIZED LOSSES SHOWN WITH EXPENSES IN AUDIT 0 UNREALIZED LOSSES SHOWN WITH EXPENSES IN AUDIT 0

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