2018-10-11T10:12:50-05:00 2017-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2017-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY 4143591318 2018-10-10 1 JAMES M ASHLAND CPA P00241858 2627846210 2017 2022-09-23 18:48:47Z STEVE BREITLOW 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 1946100 0 X PLUMBERS75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 8 7 28 0 0 0 0 0 1802285 1929424 11356 13976 4614 2700 1818255 1946100 0 0 0 0 815014 894918 0 0 0 747785 783805 1562799 1678723 255456 267377 1934528 2226197 349786 321673 1584742 1904524 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 426306 1929424 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 426306 1 0 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 0 0 28 1 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 1 0 X WES ZASTROW 4143591318 11175 W PARKLAND AVENUE MILWAUKEE WI 53224 WES ZASTROW DIRECTOR/TRUSTEE 45.00 X 105534 0 49905 SCOTT REDMAN TRUSTEE 1.00 X 0 0 0 THOMAS JAROSZ TRUSTEE 1.00 X 0 0 0 STEVE BREITLOW SECRETARY TREASURER/TRUSTE 1.00 X X 0 0 0 VINCENT GALLO IV TRUSTEE 1.00 X 0 0 0 MICHAEL SCHERER CHAIRPERSON/TRUSTEE 1.00 X X 0 0 0 LAURI ROLLINGS TRUSTEE/CHAIRPERSON 1.00 X X 0 0 0 JESSE PERTZBORN TRUSTEE 1.00 X 0 0 0 JASON BROWN TRUSTEE 1.00 X 0 0 0 105534 0 49905 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1792602 1792602 TUITION 900099 62960 62960 GRANTS 900099 46057 46057 SALES OF TEXTBOOKS 451211 24340 24340 DONATED SUPPLIES 900099 3465 3465 1929424 13976 13976 MISCELLANEOUS 900099 2700 2700 2700 1946100 1929424 0 16676 X 155439 155439 472648 215427 257221 132687 52951 79736 89124 30949 58175 45020 16524 28496 14675 14675 50 50 717 717 24217 24217 97323 97323 57228 57228 13264 13264 INTERNATIONAL TRAINING 154267 154267 APPRENTICESHIP WAGE REI 115553 115553 TRAINING MATERIALS & SU 54449 54449 BIG STEP TRANSFERS 50391 50391 201671 56006 145665 1678723 426306 1252417 0 954796 494483 27153 27484 142484 150651 9714 2729 10712 7418 922422 766238 168469 156184 620021 1385188 1179 2060 1934528 2226197 349786 321673 349786 321673 X 1265843 1571429 315851 332314 3048 781 1584742 1904524 1934528 2226197 267377 52405 0 X X 0 1 X 1 0 X 16614 13548 142509 6198 46057 224926 1124588 1212844 1383803 1712165 1792602 7226002 1141202 1226392 1526312 1718363 1838659 7450928 0 0 0 7450928 9905 35928 8655 11356 13976 79820 9905 35928 8655 11356 13976 79820 1151107 1262320 1534967 1729719 1852635 7530748 0.98940 0.98860 0.01060 0.01140 X 30622 20967 9655 891800 745271 146529 156184 X 1998505 52405 52405 1946100 0 1946100 1678723 0 1678723 0 1678723 PART X, LINE 2: U.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. 0 0 0 0 0 0 0 0 0 WES ZASTROW DIRECTOR/TRUSTEE 105534 0 0 0 0 0 0 0 49905 0 155439 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. FORM 990, PART IX, LINE 24E COMPUTER: 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 2C THE 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.