UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE (EIN 35-0585753)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-28
IRS object ID
202011499349300826
Schema version
2019v5.1
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)
Return2020-05-28T12:01:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 INDIANAPOLIS BLVD STE 103AddressLine1Txt
CitySCHERERVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46375ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350585753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED ASSOCIATION OF JOURNEYMENBusinessNameLine1Txt
Business Name Line2PLUMBERS & STEAMFITTERS LOCAL UNION 440BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3178563771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11521 BROOKVILLE CROSSING WAYAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46239ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD BOUGHPersonNm
Person TitleFIN'L SEC./BUSINESS MGR.PersonTitleTxt
Phone3178563771PhoneNum
Signature2020-05-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS SCHWEGMANPreparerPersonNm
PTINP01456734PTIN
Phone2198361065PhoneNum
Preparation2020-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.235.239.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-28IPDt
IP Tm12:01:33IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id013BD4BEA457AB31DE8385915B9401809CC4B7EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDONALD BOUGHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11521 BROOKVILLE CROSSING WAYAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46239ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,031,860GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0297GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.UALOCAL440.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1903FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionLABOR UNIONActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee36TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,573,880PYProgramServiceRevenueAmt
CY Program Service Revenue$7,150,062CYProgramServiceRevenueAmt
PY Investment Income$1,725,968PYInvestmentIncomeAmt
CY Investment Income$105,063CYInvestmentIncomeAmt
PY Other Revenue$354,790PYOtherRevenueAmt
CY Other Revenue$246,834CYOtherRevenueAmt
PY Total Revenue$8,654,638PYTotalRevenueAmt
CY Total Revenue$7,501,959CYTotalRevenueAmt
PY Grants And Similar Paid$36,010PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,321CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$104,950PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$112,255CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,454,761PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,643,402CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,898,261PYOtherExpensesAmt
CY Other Expenses$4,257,269CYOtherExpensesAmt
PY Total Expenses$8,493,982PYTotalExpensesAmt
CY Total Expenses$6,026,247CYTotalExpensesAmt
PY Revenues Less Expenses$160,656PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,475,712CYRevenuesLessExpensesAmt
Total Assets BOY$10,382,560TotalAssetsBOYAmt
Total Assets EOY$16,860,155TotalAssetsEOYAmt
Total Liabilities BOY$189,851TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,191,734TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,192,709NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,668,421NetAssetsOrFundBalancesEOYAmt
MissionLABOR UNIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE OBJECTIVES OF THE ORGANIZATION SHALL BE TO UNITE ALL PERSONS ENGAGED IN ANY AND ALL BRANCHES OF THE PIPE FITTING INDUSTRY, FOR THE PURPOSE OF IMPROVING THEIR WORKING AND LIVING CONDITIONS, SECURING JUST RENUMERATION FOR THEIR SERVICES AND TO GENERALLY PROMOTE THEIR MUTUAL WELFARE.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
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 Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
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 IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee36EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONALD BOUGHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178563771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11521 BROOKVILLE CROSSING WAYAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46239ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES JOHNSON
BUSINESS MANAGER/FIN'L SEC49.000.50Yes (X)$130,326$0$69,313
MIKE HAMMOND
PRESIDENT1.00Yes (X)$1,245$0$0
ROBERT STIENEKER
TREASURER/BUS. REP.50.000.50Yes (X)$105,959$0$63,331
MATTHEW STIENEKER
VICE-PRESIDENT1.00Yes (X)$1,245$0$0
ADAM STEWART
RECORDING SECRETARY1.00Yes (X)$1,245$0$0
LUKE GRIFFIN
SERGEANT - AT - ARMS1.00Yes (X)$0$0$0
JOSH LEWIS
SERGEANT - AT - ARMS1.00Yes (X)$0$0$0
JAY STILL
SERGEANT - AT - ARMS1.00Yes (X)$0$0$0
JASON MERCHANT
INSIDE GUARD1.00Yes (X)$0$0$0
JOSHUA REAGAN
EXECUTIVE BOARD1.00Yes (X)$1,245$0$0
TODD HENDRICKSON
EXECUTIVE BOARD1.00Yes (X)$0$0$0
KELLY HAMILTON
EXECUTIVE BOARD1.00Yes (X)$1,245$0$0
ERIC C POSEY
EXECUTIVE BOARD1.00Yes (X)$1,245$0$0
CALVIN BEAMAN
FINANCE COMMITTEE1.00Yes (X)$0$0$0
JOE GUTZWILLER
FINANCE COMMITTEE1.00Yes (X)$0$0$0
ANDY GOWAN
FINANCE COMMITTEE1.00Yes (X)$0$0$0
MARK D BATEMAN
NEGOTIATING COMMITTEE1.00Yes (X)$0$0$0
BEN SHOOK
NEGOTIATING COMMITTEE1.00Yes (X)$0$0$0
JOE SULLIVAN
NEGOTIATING COMMITTEE1.00Yes (X)$0$0$0
GARY BEAMAN
NEG. COMM./BUS. REP.48.00Yes (X)$105,891$0$63,338
DONALD BOUGH
NEG. COMM./BUS. REP.48.00Yes (X)$105,855$0$58,503
GREG HANKINS
BUILDING TRUSTEE1.00Yes (X)$0$0$0
NICK ROSEBOOM
BUILDING TRUSTEE1.00Yes (X)$0$0$0
JOSH WILLIAMS
EXAM BOARD-PLUMBERS - PAST1.00Yes (X)$0$0$0
DON GARNER
EXAM BOARD-REFRIGERATION1.00Yes (X)$0$0$0
CHAD CONDON
EXAM BOARD-PIPEFITTERS1.00Yes (X)$0$0$0
GARY GARRETT
EXAM BOARD-PLUMBERS1.00Yes (X)$0$0$0
JUSTIN CADE
EXAM BOARD-REFRIGERATION1.00Yes (X)$0$0$0
WILLY SCOTT
EXAM BOARD-PIPEFITTERS1.00Yes (X)$0$0$0
CHARLES BARNETTE
EXAM BOARD-PLUMBERS - NEW1.00Yes (X)$0$0$0
JOHN KUREK
DIRECTOR OF TRAINING1.00Yes (X)$0$0$0
JAMIE FIFE
BUSINESS REPRESENTATIVE48.00$105,891$0$63,338Yes (X)
JACK NEAL JR
BUSINESS REPRESENTATIVE48.00$105,891$0$63,338Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$667,283TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$381,161TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
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 Line1PEPPER CONSTRUCTIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11850 WEST 15TH STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
ServicesBUILDING CONSTRUCTIONServicesDesc
Compensation$5,823,121CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES/ASMNTS900099$7,024,409$7,024,409
REIMBURSEMENTS JATC900099$125,653$125,653
FieldValueIRS element (for citing)
Total Program Service Revenue$7,150,062TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,757TotalRevenueColumnAmt
Exclusion$105,757ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$529,207SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$529,901SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$694SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$694TotalRevenueColumnAmt
Exclusion-$694ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
TRANSFER FROM P&S, INC900099$195,140$195,140
MISCELLANEOUS INCOME900099$51,694$51,694
FieldValueIRS element (for citing)
Other Revenue Total$246,834OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,501,959TotalRevenueColumnAmt
Related Or Exempt Func Income$7,150,062RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$351,897ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,750TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,571TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$112,255TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$715,918TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$487,273TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$240,027TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$126,969TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$73,215TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,103TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,250TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,560TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$103,039TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$83,426TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,941TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$90,575TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,882TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,112TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$31,450TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,353,528TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,178TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$56,218TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
E&S SUBSIDY PAYMENTS$1,978,664
MEMBERS RECREATION$195,348
JATC REIMB EXPENSES$81,332
RELOCATION AND MOVING C$45,844

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$52,819TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,026,247TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,593,761BOYAmt
EOY$3,719,203EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,095,813BOYAmt
EOY$263,181EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,104,060LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$598,199LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,205,500BOYAmt
EOY$10,505,861EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,487,486BOYAmt
EOY$2,371,910EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,382,560BOYAmt
EOY$16,860,155EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$4,999,689EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,851BOYAmt
EOY$192,045EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,851BOYAmt
EOY$5,191,734EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,192,709BOYAmt
EOY$11,668,421EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,192,709BOYAmt
EOY$11,668,421EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,382,560BOYAmt
EOY$16,860,155EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,475,712ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationTHE LOCAL ESTABLISHED THE FUND TO PROVIDE SUPPORT TO STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE WHO SHARE IDEALS SIMILAR TO THOSE OF THE LOCAL UNION OR OF ORGANIZED LABOR IN GENERAL.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,643,920OtherCostOrOtherBasisAmt
Book Value$1,643,920BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,703,983OtherCostOrOtherBasisAmt
Book Value$8,703,983BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$568,254OtherCostOrOtherBasisAmt
Depreciation$540,679DepreciationAmt
Book Value$27,575BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$187,903OtherCostOrOtherBasisAmt
Depreciation$57,520DepreciationAmt
Book Value$130,383BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,505,861TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
EMPLOYER BOND DEPOSITS$187,739
DUE TO OTHER LOCAL UNIONS$4,306
FieldValueIRS element (for citing)
Total Liability$192,045TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE LOCAL IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
EDUCATIONAL SCHOLARSHIPS AND SCHOOL SUPPLIES8$4,000$297COSTSCHOOL SUPPLIES
HOLIDAY RELIEF DONATIONS1$0$160COSTCHRISTMAS GIFTS
FLOWERS AND MEMORIALS22$0$1,114COSTFLOWERS AND MEMORIALS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE BOARD CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS AND GRANTS PRIOR TO THEIR APPROVAL. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE BOARD'S DUE DILIGENCE. THE BOARD PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF DONATIONS AND GRANTS. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE LOCAL UNION OFFICE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

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
JAMES JOHNSON
BUSINESS MANAGER/FIN'L SEC$125,106$0$0$0$5,220$0$51,009$0$18,304$0$199,639$0$0$0
ROBERT STIENEKER
TREASURER/BUS. REP.$105,141$0$0$0$818$0$45,031$0$18,300$0$169,290$0$0$0
GARY BEAMAN
NEG. COMM./BUS. REP.$105,141$0$0$0$750$0$45,034$0$18,304$0$169,229$0$0$0
DONALD BOUGH
NEG. COMM./BUS. REP.$105,141$0$0$0$714$0$41,607$0$16,896$0$164,358$0$0$0
JAMIE FIFE
BUSINESS REPRESENTATIVE$105,141$0$0$0$750$0$45,034$0$18,304$0$169,229$0$0$0
JACK NEAL JR
BUSINESS REPRESENTATIVE$105,141$0$0$0$750$0$45,034$0$18,304$0$169,229$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS AND STEAMFITTERS LOCAL 440 APPRENTICE EDUCATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionAFFILIATED ORGANIZATION WITH COMMON OFFICERS / TRUSTEESRelationshipDescriptionTxt
Transaction$125,653TransactionAmt
TransactionREIMBURSEMENT FOR SHARED ADMINISTRATIVE EXPENSESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RELATED FAMILY OR BUSINESS RELATIONSHIPS: ROBERT STIENEKER, TREASURER/BUSINESS REPRESENTATIVE AND MATTHEW STIENEKER, VICE PRESIDENT ARE BROTHERS.
FORM 990, PART VI, SECTION A, LINE 6THE LOCAL UNION'S GENERAL MEMBERSHIP IS COMPRISED OF INDIVIDUALS WHO HAVE EXECUTED A WRITTEN APPLICATION FOR MEMBERSHIP, HAVE TENDERED THE APPROPRIATE INITIATION FEES AND HAVE BEEN ACCEPTED INTO THE LOCAL.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS WITH VOTING RIGHTS AND WHO ARE CURRENT IN THEIR DUES PAYMENTS ARE ELIGIBLE TO VOTE FOR MEMBERS WHICH COMPRISE THE GOVERNING BODY OF THE LOCAL UNION.
FORM 990, PART VI, SECTION A, LINE 7BTHE GENERAL MEMBERSHIP APPROVES ANY CHANGES TO THE GOVERNING DOCUMENTS ALONG WITH ALL SIGNIFICANT DECISIONS MADE BY THE EXECUTIVE BOARD (THE GOVERNING BODY)OF THE LOCAL UNION AT MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY LOCAL AND INTERNATIONAL GOVERNING DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 HAS BEEN PROVIDED TO THE ENTIRE EXECUTIVE BOARD (GOVERNING BODY) AND FINANCE COMMITTEE FOR THEIR REVIEW. THE SIGNING OFFICER OF THE LOCAL UNION REVIEWS AND APPROVES THE FORM 990 BEFORE SIGNING AND FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 15SALARY POLICIES ARE SET IN ACCORDANCE WITH THE BYLAWS. SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE EXECUTIVE BOARD AND FINANCE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL UNION OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
LOCAL 440 POLITICAL EDUCATION FUND
1521 BROOKVILLE CROSSING WAYINDIANAPOLISIN46239350585753TO PROVIDE SUPPORT TO LOCAL AND STATE POLITICAL CANDIDATESIN527NOT APPLICABLE0
LOCAL 440 POLITICAL ACTION COMMITTEE FUND
1521 BROOKVILLE CROSSING WAYINDIANAPOLISIN46239465074300ADVOCACY ON BEHALF OF INDIANA WORKERSIN527NOT APPLICABLE0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & STEAMFITTERS INVESTMENTS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11521 BROOKVILLE CROSSING WAYAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46239ZIPCd
FieldValueIRS element (for citing)
EIN453819194EIN
Primary ActivitiesREAL ESTATE INVESTMENT HOLDINGPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED ASSOCIATION OF JOURNEYMEN PLUMBERS & STEAMFITTERS LOCAL UNION 440BusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
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 OrganizationYes (1)DivRelatedOrganizationInd
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 Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & STEAMFITTERS INVESTMENTS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeFTransactionTypeTxt
Involved$195,140InvolvedAmt
Method Of Amount DeterminationCASH TRANSFERMethodOfAmountDeterminationTxt

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