2021-11-15T11:08:14-06:00 2020-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2020-01-01 362536349 PIPE FITTERS TRAINING FUND LOCAL 597 PIPE 7083269240 10850 W 187TH STREET MOKENA IL 60448 CHRISTOPHER HERNANDEZ TRUSTEE 3126330597 2021-11-15 1 CHRISTOPHER HERNANDEZ 999009999 ERIC WALLIN P01630474 3123680500 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER HERNANDEZ 10850 W 187TH STREET MOKENA IL 60448 64710305 0 X WWW.PF597.ORG X 1949 IL TRAINING AND DEVELOPMENT OF SKILLS OF APPRENTICES AND JOURNEYMEN IN THE PIPE FITTING INDUSTRY. 8 7 960 0 0 0 0 702054 25984015 24144119 442392 589819 161493 158599 26587900 25594591 0 0 0 0 16370029 8758960 0 0 0 9663615 8580063 26033644 17339023 554256 8255568 55247258 63704395 5411914 5000853 49835344 58703542 PROVIDE TRAINING IN THE PIPE FITTING TRADE. 0 0 TO PROVIDE TRAINING EDUCATION AND ON THE JOB TRAINING FOR APPRENTICES AND JOURNEYMEN IN THE PIPE FITTING TRADE. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 9 0 1 960 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 X MATT MAJSZAK 7083269240 10850 W 187TH STREET MOKENA IL 60448 KEVIN MORRISSEY TRUSTEE 0.50 X 0 0 0 THOMAS KOTEL TRUSTEE 0.50 X 0 0 0 JILL MCCALL TRUSTEE 0.50 X 0 0 0 JOHN CURRAN TRUSTEE - PAST 0.50 X 0 0 0 MARC PITTAS TRUSTEE 0.50 X 0 0 0 MICHAEL MALONEY TRUSTEE 0.50 10.00 X 0 219380 92400 CHRISTOPHER HERNANDEZ TRUSTEE 0.50 X 0 0 0 KATHY MCCAULEY TRUSTEE 0.50 X 0 0 0 BRIAN HELM TRUSTEE - NEW 0.50 X 0 0 0 MONTE KIMES TRAINING DIRECTOR 44.00 X 181116 0 66794 KEVIN LAKOMIAK INSTRUCTOR 40.00 X 147218 0 67608 CALVIN GORDON INSTRUCTOR 40.00 X 136923 0 67445 MATTHEW MAJSZAK ASSISTANT TRAINING DIRECTOR 40.00 X 135141 0 64950 GLEN BURCH INSTRUCTOR 40.00 X 133807 0 65535 LYNN RAMOS INSTRUCTOR 40.00 X 131291 0 64894 865496 219380 489626 24 0 1 0 SUMMIT FILTRATION TECHNOLOGY 17929 W LINCOLN AVE NEW BERLIN WI 53146 BLDG MAINTENANCE/TRAINING & EDU. MATERIA 2398759 TOTAL ELECTRIC INC 16308 S 107TH AVENUE ORLAND PARK IL 60467 BUILDING MAINTENANCE 2261472 BERGLUND CONSTRUCTION CO 8410 S SOUTH CHICAGO AVE CHICAGO IL 60617 BUILDING MAINTENANCE 807508 SNAP-ON INDUSTRIAL 21755 NETWORK PLACE CHICAGO IL 60673 BLDG MAINTENANCE/TRAINING & EDU. MATERIA 359641 ABM JANITORIAL SERVICES 180 NORTH LASALLE ST CHICAGO IL 60601 BLDG MAINTENANCE/TRAINING & EDU. MATERIA 326947 19 702054 702054 EMPLOYER CONTRIBUTIONS 900099 23688978 23688978 REIMBURSEMENTS 900099 405475 405475 EDUCATIONAL FEES 900099 49666 49666 24144119 360058 360058 158599 0 158599 158599 158599 39228475 117000 39115714 0 112761 117000 229761 229761 25594591 24302718 0 589819 242703 5842055 1208586 957814 507802 45687 37530 3000 29541 204461 134646 3102732 17963 3081 831916 2564897 218338 EDUCATIONAL EXPENSES 1313199 LOSS ON DISPOSAL OF PRO 29008 DRUG SCREENING 20045 SERVICES PROVIDED BY WE 14584 9435 17339023 113505 261634 2229581 3808846 2180677 2246428 62197 57592 56682971 16913428 34567509 39769543 16093789 17560352 55247258 63704395 1201053 970627 3425478 3353469 785383 676757 5411914 5000853 X 0 0 0 0 49835344 58703542 49835344 58703542 55247258 63704395 8255568 612630 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2499812 2499812 37045931 10141252 26904679 3931105 490286 3440819 12917050 6085838 6831212 289073 196052 93021 39769543 POSTRETIREMENT BENEFIT OBLIGATION 202912 DUE TO BROKER 11632 DEFERRED COMPENSATION PLAN LIABILITY 462213 676757 X 26204221 612630 612630 25591591 3000 3000 25594591 17336023 0 17336023 3000 3000 17339023 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 MICHAEL MALONEY TRUSTEE 0 215545 0 0 0 3835 0 68093 0 24307 0 311780 0 0 MONTE KIMES TRAINING DIRECTOR 175909 0 0 0 5207 0 47078 0 19716 0 247910 0 0 0 KEVIN LAKOMIAK INSTRUCTOR 147218 0 0 0 0 0 47892 0 19716 0 214826 0 0 0 CALVIN GORDON INSTRUCTOR 136923 0 0 0 0 0 47729 0 19716 0 204368 0 0 0 MATTHEW MAJSZAK ASSISTANT TRAINING DIRECTOR 135141 0 0 0 0 0 45234 0 19716 0 200091 0 0 0 GLEN BURCH INSTRUCTOR 133807 0 0 0 0 0 45819 0 19716 0 199342 0 0 0 LYNN RAMOS INSTRUCTOR 131291 0 0 0 0 0 45178 0 19716 0 196185 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE ENTIRE GOVERNING BODY FOR THEIR CAREFUL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15B SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND. PIPE FITTERS' WELFARE FUND LOCAL 597 45 NORTH OGDEN AVENUE CHICAGO IL 60607 362141703 PROVIDES HEALTH AND WELFARE BENEFITS IL 501(C)9 NOT APPLICABLE 0 PIPE FITTERS' RETIREMENT FUND LOCAL 597 45 NORTH OGDEN AVENUE CHICAGO IL 60607 626105084 PROVIDES RETIREMENT BENEFITS IL 401(A) NOT APPLICABLE 0 PIPE FITTERS' ASSOCIATION LOCAL 597 401(K) PLAN 45 NORTH OGDEN AVENUE CHICAGO IL 60607 361820310 PROVIDES RETIREMENT BENEFITS IL 401(A) NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0