PLUMBERS LOCAL UNION NO 1 TRADE & EDUCATION FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL UNION NO 1 TRADE & EDUCATION FUND (EIN 11-1805197)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-21
IRS object ID
202432349349301263
Schema version
2023v5.1
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)
Return2024-08-21T11:54:30-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN111805197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LOCAL UNION NO 1BusinessNameLine1Txt
Business Name Line2TRADE EDUCATION FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone7188352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150-02 5TH STREET 2ND FLOORAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL O'CONNOR MARIE CARDOZAPersonNm
Person TitleCO-CHAIRSPersonTitleTxt
Phone7188352700PhoneNum
Signature2024-08-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2024-08-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL O'CONNOR MARIE CARPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150-02 5TH STREET 2ND FLOORAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,963,186GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1983FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionOPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$493,056PYContributionsGrantsAmt
CY Contributions Grants$89,851CYContributionsGrantsAmt
PY Program Service Revenue$5,753,407PYProgramServiceRevenueAmt
CY Program Service Revenue$5,421,727CYProgramServiceRevenueAmt
PY Investment Income$148,740PYInvestmentIncomeAmt
CY Investment Income$203,752CYInvestmentIncomeAmt
PY Other Revenue$37,286PYOtherRevenueAmt
CY Other Revenue$29,304CYOtherRevenueAmt
PY Total Revenue$6,432,489PYTotalRevenueAmt
CY Total Revenue$5,744,634CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$187,178PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$189,603CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,879,267PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,304,794CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,682,334PYOtherExpensesAmt
CY Other Expenses$1,436,284CYOtherExpensesAmt
PY Total Expenses$4,748,779PYTotalExpensesAmt
CY Total Expenses$4,930,681CYTotalExpensesAmt
PY Revenues Less Expenses$1,683,710PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$813,953CYRevenuesLessExpensesAmt
Total Assets BOY$18,932,738TotalAssetsBOYAmt
Total Assets EOY$18,039,299TotalAssetsEOYAmt
Total Liabilities BOY$5,683,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,774,348TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,248,857NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,264,951NetAssetsOrFundBalancesEOYAmt
MissionOPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,513,733ExpenseAmt
Revenue$5,334,431RevenueAmt
DescOPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE.Desc
Total Program Service Expenses$4,513,733TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7188352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150-02 5TH STREET 2ND FLOORAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
EUGENE BOCCIERI
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
PAUL O'CONNOR
LABOR TRUSTEE2.00Yes (X)$0$0$0
FREDDY DELLIGATTI
LABOR TRUSTEE2.00Yes (X)$0$0$0
MARIE CARDOZA
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JEFFERY LEVINE
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RICHARD GILLIGAN
LABOR TRUSTEE2.00Yes (X)$0$0$0
RICHARD GARNER
LABOR TRUSTEE2.00Yes (X)$0$0$0
LOUIS BUTTERMARK
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ARTHUR KLOCK
DIRECTOR OF TRAINING40.00$0$230,836$80,819Yes (X)
JOHN SULLIVAN
INSTRUCTOR40.00$0$175,880$80,819Yes (X)
GARY MONTEMARANO
INSTRUCTOR40.00$0$184,873$80,819Yes (X)
MELLISSA BROTHERSON
INSTRUCTOR40.00$0$193,378$80,819Yes (X)
DAVID SMALLEY
INSTRUCTOR40.00$0$208,573$80,819Yes (X)
ROBERT FINLEY
INSTRUCTOR40.00$0$196,065$80,819Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,189,605TotReportableCompRltdOrgAmt
Total Other Compensation$484,914TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENCHMARK BUILDERS LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1469 SEVENTH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
ServicesGENERAL CONTRACTOR/BUILDING IMPROVEMENTSServicesDesc
Compensation$446,615CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$89,851AllOtherContributionsAmt
Total Contributions$89,851TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$5,421,727TotalRevenueColumnAmt
Related Or Exempt Func Income$5,421,727RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,421,727TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$167,304TotalRevenueColumnAmt
Exclusion$167,304ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,255,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,218,552SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$36,448SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,448TotalRevenueColumnAmt
Exclusion$36,448ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES900099$24,439$24,439
SALES OF BOOKS AND EDUCATION MATE900099$4,865$4,865
FieldValueIRS element (for citing)
Other Revenue Total$29,304OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,744,634TotalRevenueColumnAmt
Related Or Exempt Func Income$5,451,031RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$203,752ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$189,603TotalAmt
Program Services$189,603ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$311,655TotalAmt
Program Services$311,655ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,934,499TotalAmt
Program Services$1,681,784ProgramServicesAmt
Management And General$252,715ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$139,772TotalAmt
Program Services$134,209ProgramServicesAmt
Management And General$5,563ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$747,516TotalAmt
Program Services$722,924ProgramServicesAmt
Management And General$24,592ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$171,352TotalAmt
Program Services$166,704ProgramServicesAmt
Management And General$4,648ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,847TotalAmt
Management And General$15,847ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,933TotalAmt
Management And General$36,933ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,412TotalAmt
Management And General$10,412ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$91,011TotalAmt
Program Services$60,258ProgramServicesAmt
Management And General$30,753ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$89,532TotalAmt
Program Services$80,663ProgramServicesAmt
Management And General$8,869ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$493,595TotalAmt
Program Services$486,233ProgramServicesAmt
Management And General$7,362ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$87,491TotalAmt
Program Services$87,371ProgramServicesAmt
Management And General$120ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$482,599TotalAmt
Program Services$481,892ProgramServicesAmt
Management And General$707ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,070TotalAmt
Program Services$40,361ProgramServicesAmt
Management And General$2,709ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
UNIFORMS$51,373$51,373
DRUG TESTING$18,216$18,216
LICENSES AND PERMITS$14,185$14,185
STORAGE$1,533$1,533

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$487TotalAmt
Program Services$487ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,930,681TotalAmt
Program Services$4,513,733ProgramServicesAmt
Management And General$416,948ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,567,550BOYAmt
EOY$1,342,995EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$359BOYAmt
EOY$1,224EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$504,746BOYAmt
EOY$530,161EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,699BOYAmt
EOY$42,101EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$17,645,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,773,289LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,826,743BOYAmt
EOY$11,872,684EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,035,798BOYAmt
EOY$3,588,316EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$947,386BOYAmt
EOY$625,461EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,457BOYAmt
EOY$36,357EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,932,738BOYAmt
EOY$18,039,299EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$609,832BOYAmt
EOY$394,594EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,009,399BOYAmt
EOY$3,307,449EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$64,650BOYAmt
EOY$72,305EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,683,881BOYAmt
EOY$3,774,348EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$13,248,857BOYAmt
EOY$14,264,951EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,248,857BOYAmt
EOY$14,264,951EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,932,738BOYAmt
EOY$18,039,299EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$813,953ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$202,141NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$650,000OtherCostOrOtherBasisAmt
Book Value$650,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,784,796OtherCostOrOtherBasisAmt
Depreciation$5,617,833DepreciationAmt
Book Value$11,166,963BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,803OtherCostOrOtherBasisAmt
Depreciation$121,040DepreciationAmt
Book Value$9,763BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,374OtherCostOrOtherBasisAmt
Depreciation$34,416DepreciationAmt
Book Value$45,958BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,872,684TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO PLUMBERS LOCAL UNION NO 1 WELFARE FUND$25,477
CASH OVERDRAFT$46,828
FieldValueIRS element (for citing)
Total Liability$72,305TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,936,363TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$202,141NetUnrealizedGainsInvstAmt
Revenue Not Reported$202,141RevenueNotReportedAmt
Revenue Subtotal$5,734,222RevenueSubtotalAmt
Investment Expenses Not Incld$10,412InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,412RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,744,634TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,920,269TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,920,269ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,412InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,412ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,930,681TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol0MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3ALL LITERATURE AND ANNOUNCEMENTS.
SCHEDULE E, PART I, LINE 4ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ARTHUR KLOCK
DIRECTOR OF TRAINING$0$230,836$0$0$0$0$0$38,813$0$42,006$0$311,655$0$0
DAVID SMALLEY
INSTRUCTOR$0$208,573$0$0$0$0$0$38,813$0$42,006$0$289,392$0$0
ROBERT FINLEY
INSTRUCTOR$0$196,065$0$0$0$0$0$38,813$0$42,006$0$276,884$0$0
MELLISSA BROTHERSON
INSTRUCTOR$0$193,378$0$0$0$0$0$38,813$0$42,006$0$274,197$0$0
GARY MONTEMARANO
INSTRUCTOR$0$184,873$0$0$0$0$0$38,813$0$42,006$0$265,692$0$0
JOHN SULLIVAN
INSTRUCTOR$0$175,880$0$0$0$0$0$38,813$0$42,006$0$256,699$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BPLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S FORM 990 WAS PROVIDED AT A MEETING TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19PLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINCE 2C:PLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
PLUMBERS LOCAL UNION NO 1 ADDITIONAL SECURITY BENEFIT FUND
158-29 GEORGE MEANY BLVDHOWARD BEACHNY11414111870373WELFARE FUNDNY501(C)(9)0
PLUMBERS LOCAL UNION NO 1 EMPLOYEE 401(K) SAVINGS PLAN
158-29 GEORGE MEANY BLVDHOWARD BEACHNY11414133877439PENSION FUNDNY401(A)/501(A)0
PLUMBERS LOCAL UNION NO 1 VACATION & HOLIDAY FUND
158-29 GEORGE MEANY BLVDHOWARD BEACHNY11414111852585VACATION BENEFITSNY501(C)(9)0
PLUMBERS LOCAL UNION NO 1 WELFARE FUND
158-29 GEORGE MEANY BLVDHOWARD BEACHNY11414111538293WELFARE FUNDNY501(C)(9)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PLUMBERS LOCAL UNION NO 1 WELFARE FUND
P$147,288FMV
PLUMBERS LOCAL UNION NO 1 WELFARE FUND
O$3,231,098FMV

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