BETA

PLUMBERS LOCAL 75 EDUCATION FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL 75 EDUCATION FUND (EIN 39-6146586)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-11
IRS object ID
201842849349301029
Schema version
2017v2.3
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)
Return2018-10-11T10:12:50-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530052621ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396146586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LOCAL 75 EDUCATION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone4143591318PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 W PARKLAND AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE BREITLOWPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4143591318PhoneNum
Signature2018-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE BREITLOWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 WEST PARKLAND AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532243135ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,946,100GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressPLUMBERS75.COMWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1969FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORSActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,802,285PYProgramServiceRevenueAmt
CY Program Service Revenue$1,929,424CYProgramServiceRevenueAmt
PY Investment Income$11,356PYInvestmentIncomeAmt
CY Investment Income$13,976CYInvestmentIncomeAmt
PY Other Revenue$4,614PYOtherRevenueAmt
CY Other Revenue$2,700CYOtherRevenueAmt
PY Total Revenue$1,818,255PYTotalRevenueAmt
CY Total Revenue$1,946,100CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$815,014PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$894,918CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$747,785PYOtherExpensesAmt
CY Other Expenses$783,805CYOtherExpensesAmt
PY Total Expenses$1,562,799PYTotalExpensesAmt
CY Total Expenses$1,678,723CYTotalExpensesAmt
PY Revenues Less Expenses$255,456PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$267,377CYRevenuesLessExpensesAmt
Total Assets BOY$1,934,528TotalAssetsBOYAmt
Total Assets EOY$2,226,197TotalAssetsEOYAmt
Total Liabilities BOY$349,786TotalLiabilitiesBOYAmt
Total Liabilities EOY$321,673TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,584,742NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,904,524NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$426,306ExpenseAmt
Revenue$1,929,424RevenueAmt
DescPROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION.Desc
Total Program Service Expenses$426,306TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee28EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WES ZASTROWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4143591318PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 W PARKLAND AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WES ZASTROW
DIRECTOR/TRUSTEE45.00Yes (X)$105,534$0$49,905
SCOTT REDMAN
TRUSTEE1.00Yes (X)$0$0$0
THOMAS JAROSZ
TRUSTEE1.00Yes (X)$0$0$0
STEVE BREITLOW
SECRETARY TREASURER/TRUSTE1.00Yes (X)$0$0$0Yes (X)
VINCENT GALLO IV
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL SCHERER
CHAIRPERSON/TRUSTEE1.00Yes (X)$0$0$0Yes (X)
LAURI ROLLINGS
TRUSTEE/CHAIRPERSON1.00Yes (X)$0$0$0Yes (X)
JESSE PERTZBORN
TRUSTEE1.00Yes (X)$0$0$0
JASON BROWN
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$105,534TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$49,905TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$1,792,602$1,792,602
TUITION900099$62,960$62,960
GRANTS900099$46,057$46,057
SALES OF TEXTBOOKS451211$24,340$24,340
DONATED SUPPLIES900099$3,465$3,465
FieldValueIRS element (for citing)
Total Program Service Revenue$1,929,424TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,976TotalRevenueColumnAmt
Exclusion$13,976ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$2,700TotalRevenueColumnAmt
Exclusion$2,700ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,700OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,946,100TotalRevenueColumnAmt
Related Or Exempt Func Income$1,929,424RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,676ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$155,439TotalAmt
Management And General$155,439ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$472,648TotalAmt
Program Services$215,427ProgramServicesAmt
Management And General$257,221ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$132,687TotalAmt
Program Services$52,951ProgramServicesAmt
Management And General$79,736ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$89,124TotalAmt
Program Services$30,949ProgramServicesAmt
Management And General$58,175ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,020TotalAmt
Program Services$16,524ProgramServicesAmt
Management And General$28,496ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,675TotalAmt
Management And General$14,675ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50TotalAmt
Management And General$50ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$717TotalAmt
Management And General$717ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,217TotalAmt
Management And General$24,217ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,323TotalAmt
Management And General$97,323ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$57,228TotalAmt
Management And General$57,228ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,264TotalAmt
Management And General$13,264ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
INTERNATIONAL TRAINING$154,267$154,267
APPRENTICESHIP WAGE REI$115,553$115,553
TRAINING MATERIALS & SU$54,449$54,449
BIG STEP TRANSFERS$50,391$50,391

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$201,671TotalAmt
Program Services$56,006ProgramServicesAmt
Management And General$145,665ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,678,723TotalAmt
Program Services$426,306ProgramServicesAmt
Management And General$1,252,417ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$954,796BOYAmt
EOY$494,483EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$27,153BOYAmt
EOY$27,484EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142,484BOYAmt
EOY$150,651EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,714BOYAmt
EOY$2,729EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,712BOYAmt
EOY$7,418EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$922,422LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$766,238LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$168,469BOYAmt
EOY$156,184EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$620,021BOYAmt
EOY$1,385,188EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,179BOYAmt
EOY$2,060EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,934,528BOYAmt
EOY$2,226,197EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$349,786BOYAmt
EOY$321,673EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$349,786BOYAmt
EOY$321,673EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,265,843BOYAmt
EOY$1,571,429EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$315,851BOYAmt
EOY$332,314EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,048BOYAmt
EOY$781EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,584,742BOYAmt
EOY$1,904,524EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,934,528BOYAmt
EOY$2,226,197EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$267,377ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$52,405NetUnrlzdGainsLossesInvstAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,198CurrentTaxYearMinus1YearAmt
Current Tax Year$46,057CurrentTaxYearAmt
Total$224,926TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,124,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,212,844CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,383,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,712,165CurrentTaxYearMinus1YearAmt
Current Tax Year$1,792,602CurrentTaxYearAmt
Total$7,226,002TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,141,202CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,226,392CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,526,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,718,363CurrentTaxYearMinus1YearAmt
Current Tax Year$1,838,659CurrentTaxYearAmt
Total$7,450,928TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$7,450,928PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,905CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,356CurrentTaxYearMinus1YearAmt
Current Tax Year$13,976CurrentTaxYearAmt
Total$79,820TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,905CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,356CurrentTaxYearMinus1YearAmt
Current Tax Year$13,976CurrentTaxYearAmt
Total$79,820TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,151,107CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,262,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,534,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,729,719CurrentTaxYearMinus1YearAmt
Current Tax Year$1,852,635CurrentTaxYearAmt
Total$7,530,748TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98940PublicSupportCY509Pct
Public Support PY5090.98860PublicSupportPY509Pct
Investment Income CY0.01060InvestmentIncomeCYPct
Investment Income PY0.01140InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,622OtherCostOrOtherBasisAmt
Depreciation$20,967DepreciationAmt
Book Value$9,655BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$891,800OtherCostOrOtherBasisAmt
Depreciation$745,271DepreciationAmt
Book Value$146,529BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$156,184TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,998,505TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$52,405NetUnrealizedGainsInvstAmt
Revenue Not Reported$52,405RevenueNotReportedAmt
Revenue Subtotal$1,946,100RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,946,100TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,678,723TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,678,723ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,678,723TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationU.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT OF THE FUND 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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

FieldValueIRS element (for citing)
PersonWES ZASTROWPersonNm
TitleDIRECTOR/TRUSTEETitleTxt
Base Compensation Filing Org$105,534BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$49,905NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$155,439TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ATHE PMC APPOINTS EMPLOYER REPRESENTATIVES, THE PLUMBERS LOCAL 75 APPOINTS LABOR REPRESENTATIVES
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15THE 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 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND'S OFFICE AND ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 24ECOMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,765. SUBSTANCE ABUSE PROGRAM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,973. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,973. INSTRUCTOR TRAINING EXPENSES: PROGRAM SERVICE EXPENSES 23,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,906. CONSTRUCTION LABOR MANAGMENET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,111. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,518. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,518. MED GAS LAB: PROGRAM SERVICE EXPENSES 17,581. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,581. MAINTENANCE & REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,963. TRAVEL & MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,009. TUITION EXPENSE: PROGRAM SERVICE EXPENSES 8,862. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,862. APPRENTICE CONTEST: PROGRAM SERVICE EXPENSES 5,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,657. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,266. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,266. TRUSTEE EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,869. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,869. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,021. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,021. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,170.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES ASSUMES RESPONSIBILITIES OF THE AUDIT. THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.