JUSTIN J MARONE PC EMPLOYEE WELFARE BENEFITS PLAN AND TRUST: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: JUSTIN J MARONE PC EMPLOYEE WELFARE BENEFITS PLAN AND TRUST (EIN 90-2303173)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-06-24
IRS object ID: 202541759349300964
Schema version: 2024v5.2
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-06-24T20:48:11Z	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	383176180	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	H AND R BLOCK	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	602 W MAIN ST	AddressLine1Txt
City	OWOSSO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	902303173	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUSTIN J MARONE PC EMPLOYEE WELFARE BENEFITS PLAN AND TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JUST	BusinessNameControlTxt
Phone	9897258436	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1457 N M 52 UNIT 1	AddressLine1Txt
City	OWOSSO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDY MARONE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9897258436	PhoneNum
Signature	2025-05-15	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Heather Hemenway	PreparerPersonNm
PTIN	P00247603	PTIN
Phone	8004725625	PhoneNum
Preparation	2025-06-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JUDY MARONE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1457 N M 52 UNIT 1	AddressLine1Txt
City	Owosso	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$234,754	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	2007	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES.	ActivityOrMissionDesc
Voting Members Governing Body	2	VotingMembersGoverningBodyCnt
Voting Members Independent	2	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$67,754	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$66,754	NetUnrelatedBusTxblIncmAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$45,645	PYInvestmentIncomeAmt
CY Investment Income	$67,754	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$45,645	PYTotalRevenueAmt
CY Total Revenue	$67,754	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$11,992	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$62,050	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
CY Other Expenses	$9,519	CYOtherExpensesAmt
PY Total Expenses	$11,992	PYTotalExpensesAmt
CY Total Expenses	$71,569	CYTotalExpensesAmt
PY Revenues Less Expenses	$33,653	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$3,815	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,283,351	TotalAssetsBOYAmt
Total Assets EOY	$1,333,916	TotalAssetsEOYAmt
Total Liabilities EOY	$34,904	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,283,351	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,299,012	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE PLAN SPONSOR'S PURPOSE IN ESTABLISHING THE PLAN IS TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES AND TO HELP DEFRAY YHE FINANCIAL EFFECTS ARISINGFROM INJURY OR SICKNESS. TO ACCOMPLISH THIS PURPOSE, THE PLAN THE PLAN SPONSSOR MUST BE MINDFULL OF THE NEED TO CONTROL AND MINIMIZE HEALTH CARE COSTS THROUGH INNOVATIVE AND EFFICIENT PLAN DESIGN AND COST CONTAINMENT PROVISIONS, AND OF ABIDING BY THE TEERMS OF THE PLAN DOCUMENT, TO ALLOW THE PLAN SPONSOR TO EFFECTIVELY ASSIGN THE RESOURCES AVAILABLE TO HELP PARTICIPANTS IN THE PLAN TO THE MAXIMUM FEASIBLE EXTENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$71,569	ExpenseAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$71,569	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Tax Exempt Interest	$0	TaxExemptInterestAmt
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	2	GoverningBodyVotingMembersCnt
Independent Voting Member	2	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JUDY MARONE	PersonNm
Phone	9897258436	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1457 N M 52 UNIT 1	AddressLine1Txt
City	Owosso	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JUDY MARONE
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JUSTIN MARONE
TRUSTEE	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,754	TotalRevenueColumnAmt
Unrelated Business Revenue	$67,754	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$167,000	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$167,000	SecuritiesAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,754	TotalRevenueColumnAmt
Unrelated Business Revenue	$67,754	UnrelatedBusinessRevenueAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$62,050	TotalAmt
Program Services	$62,050	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$9,519	TotalAmt
Program Services	$9,519	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$71,569	TotalAmt
Program Services	$71,569	ProgramServicesAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$4	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$24,930	BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$510,541	BOYAmt
EOY	$217,050	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$747,880	BOYAmt
EOY	$1,116,862	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,283,351	BOYAmt
EOY	$1,333,916	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
EOY	$34,904	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$34,904	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,283,351	BOYAmt
EOY	$1,299,012	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,283,351	BOYAmt
EOY	$1,299,012	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,283,351	BOYAmt
EOY	$1,333,916	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$3,815	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$724	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$18,752	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	SCHWAB VALUE ADVANTAGE	Desc
Book Value	$1,116,862	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,116,862	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$17,904	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ESTIMATED TAX PAYMENTS FOR 202	Desc
Amt	$17,000	Amt

Field	Value	IRS element (for citing)
Total Liability	$34,904	TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART VI SSECTION C LINE 19	DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE
PART III LINE 4	TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES AND TO HELP DEFRAY THE FINANCIAL EFFECTS ARISING FROM INJURY OR SICKNESS.
PART VI SECTION B LINE 11B	THE TRUSTEES REVIEW THE TAX RETURN PRIOR TO FILING WITH THE IRS.
PART VI SECTION A LINE 8B	THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE , NO MINUTES WERE PREPARED.
PART XI LINE 9 CHANGE IN ASSET VALUE	OTHER ADJUSTMENTS $18752

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	JUSTIN J MARONE DO PC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1457 N M-52 UNIT 1 STE 1	AddressLine1Txt
City	OWOSSO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Field	Value	IRS element (for citing)
EIN	800983143	EIN
Primary Activities	HEALTHCARE	PrimaryActivitiesTxt
Legal Domicile State	MI	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	JUSTIN J MARONE DO PC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1457 N M52 UNIT 1 SUITE 1	AddressLine1Txt
City	OWOSSO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48867	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	HEALTHCARE	PrimaryActivitiesTxt
Legal Domicile State	MI	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C CORP	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd