2022-10-08T14:28:48-05:00 2021-12-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2021-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY 4143591318 2022-10-07 1 STEVE BREITLOW 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-10-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEVE BREITLOW 11175 W PARKLAND AVE MILWAUKEE WI 53224 2433031 0 X PLUMBERS75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 9 8 37 8 0 0 20521 18871 2316006 2306354 65876 92751 395 15055 2402798 2433031 0 0 0 0 908560 1157442 0 0 0 834324 850978 1742884 2008420 659914 424611 4391135 5024538 228549 335032 4162586 4689506 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 774622 2319714 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 774622 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 37 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 1 0 X TERRI NITKOWSKI 4143591318 11175 W PARKLAND AVENUE MILWAUKEE WI 53224 PATRICK CASEY INSTRUCTOR 40.00 X 116841 0 50045 PAUL HANUS ASSISTANT TRAINING DIRECTOR 40.00 X 116629 0 50112 CORY THOMPSON TRAINING DIRECTOR 40.00 X 119867 0 46462 JONATHAN KOWALSKI CHAIRPERSON 1.00 X X 0 0 0 STEVE BREITLOW SECRETARY TREASURER 1.00 X X 0 0 0 VINCENT GALLO IV TRUSTEE 1.00 X 0 0 0 JESSE PERTZBORN TRUSTEE 1.00 X 0 0 0 MARK HERSEY TRUSTEE 1.00 X 0 0 0 JOHN LYNCH TRUSTEE 1.00 X 0 0 0 DON BRUNNER TRUSTEE 1.00 X 0 0 0 SPENCER STATZ TRUSTEE 1.00 X 0 0 0 353337 0 146619 3 0 1 0 0 18871 6871 18871 EMPLOYER CONTRIBUTIONS 900099 2208659 2208659 TUITION 900099 70770 70770 SALES OF TEXTBOOKS 451211 26925 26925 2306354 59001 59001 33750 0 33750 33750 33750 SETTLEMENT OF LOAN 900099 13360 13360 MISCELLANEOUS 900099 1695 1695 15055 2433031 2319714 0 94446 166329 99216 67113 640313 381950 258363 157166 68238 88928 135382 59151 76231 58252 34748 23504 5759 5759 18235 18235 7651 7651 26531 26531 19123 19123 151231 151231 19215 19215 23247 23247 14939 14939 INTERNATIONAL TRAINING 161072 161072 APPRENTICESHIP WAGE REI 114484 114484 TRAINING MATERIALS & SU 75460 75460 BIG STEP TRANSFERS 53296 53296 160735 50100 110635 2008420 774622 1233798 0 739699 940789 36634 36765 162064 197675 17402 21364 4681 5067 878636 645194 41607 233442 3385484 3581377 3564 8059 4391135 5024538 228549 335032 228549 335032 X 4162586 4689506 4162586 4689506 4391135 5024538 424611 102309 0 X 0 1 X 1 0 X 46057 7355 5441 20521 18871 98245 1792602 2057493 2451623 2316006 2319714 10937438 1838659 2064848 2457064 2336527 2338585 11035683 0 0 0 11035683 13976 35248 52333 64636 59001 225194 13976 35248 52333 64636 59001 225194 15543 395 1695 17633 1852635 2100096 2524940 2401558 2399281 11278510 0.97850 0.98180 0.02000 0.01670 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SECURITY LITIGATION PROCEEDS - 2019 AMOUNT: $ 15,209. 2020 AMOUNT: $ 328. 2021 AMOUNT: $ 0. MISCELLANEOUS - 2019 AMOUNT: $ 334. 2020 AMOUNT: $ 67. 2021 AMOUNT: $ 1,695. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22281 18568 3713 856355 626626 229729 233442 X 2535340 102309 102309 2433031 0 2433031 2008420 0 2008420 0 2008420 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED DECEMBER 14, 1984, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. 0 0 0 0 0 0 0 0 0 PATRICK CASEY INSTRUCTOR 116841 0 0 0 0 0 27893 0 22152 0 166886 0 0 0 PAUL HANUS ASSISTANT TRAINING DIRECTOR 116629 0 0 0 0 0 27960 0 22152 0 166741 0 0 0 CORY THOMPSON TRAINING DIRECTOR 119867 0 0 0 0 0 26397 0 20065 0 166329 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE FUND'S MEMBERSHIP IS COMPRISED OF CONTRACTORS, JOURNEYMEN, APPRENTICES, EMPLOYEES AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATIONS FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES, THE PLUMBERS LOCAL 75 APPOINTS LABOR REPRESENTATIVES FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S TRAINING DIRECTOR AND BOOKKEEPER. THEY REVIEW AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FUND ADOPTED A CONFLICT OF INTEREST POLICY IN SEPTEMBER 2012 WHICH REQUIRES OFFICERS AND TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST. THE BOARD OF TRUSTEES WILL MONITOR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE TRAINING DIRECTOR'S COMPENSATION IS BASED ON 45 HOUR WORK WEEKS AND IS SET AT PAY LEVEL COMPARABLE TO MEMBERS OF THE PLUMBERS TRADE, ASSISTANT DIRECTOR'S COMPENSATION IS BASED ON 40 HOUR WORK WEEKS AND IS ALSO BASED ON COMPARABLE PAY FOR PLUMBERS UNION MEMBERS FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND'S OFFICE AND ARE AVAILABLE UPON REQUEST.