2017-10-05T16:06:25-05:00 2016-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2016-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY 4143591318 2017-09-14 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2017-09-14 08:18:10 CD P 2A3F482710C69FCCEFE18B634FA3E25425E25BFA 92F1AADB76BC4E06440089A238B6709AAD9B5542 2016 2021-01-29 14:40:06Z STEVE BREITLOW 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 1818255 0 X PLUMBERS75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 8 7 30 0 0 0 0 0 1589120 1802285 8655 11356 4588 4614 1602363 1818255 0 0 0 0 714879 815014 0 0 0 698150 747785 1413029 1562799 189334 255456 1509485 1934528 205009 349786 1304476 1584742 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 348540 1802285 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 348540 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 30 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 104831 0 46319 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 1.00 X 0 0 0 JESSE PERTZBORN TRUSTEE 1.00 X 0 0 0 104831 0 46319 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1712165 1712165 TUITION 900099 54308 54308 SALES OF TEXTBOOKS 451211 29614 29614 GRANTS 900099 6198 6198 1802285 11356 11356 MISCELLANEOUS 900099 4614 4614 4614 1818255 1802285 0 15970 X 151150 151150 436065 181017 255048 112937 40378 72559 73227 18890 54337 41635 13667 27968 423 423 14250 14250 1558 1558 1735 1735 687 687 27268 27268 96900 96900 48762 48762 12434 12434 INTERNATIONAL TRAINING 150246 150246 APPRENTICESHIP WAGE REI 127848 127848 TRAINING MATERIALS & SU 43008 43008 BIG STEP TRANSFERS 42657 42657 180009 51580 128429 1562799 348540 1214259 0 589756 954796 138402 27153 139703 142484 4655 9714 4928 10712 877479 709010 157750 168469 473558 620021 733 1179 1509485 1934528 205009 349786 205009 349786 X 1120276 1265843 177820 315851 6380 3048 1304476 1584742 1509485 1934528 255456 24810 0 X X 0 1 X 1 0 X 10288 16614 13548 142509 6198 189157 1081987 1124588 1212844 1383803 1712165 6515387 1092275 1141202 1226392 1526312 1718363 6704544 0 0 0 6704544 11219 9905 35928 8655 11356 77063 11219 9905 35928 8655 11356 77063 1103494 1151107 1262320 1534967 1729719 6781607 0.98860 0.98760 0.01140 0.01240 X 30623 19482 11141 846856 689528 157328 168469 X 1843065 24810 24810 1818255 0 1818255 1562799 0 1562799 0 1562799 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 104831 0 0 0 0 0 0 0 46319 0 151150 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 SUBSTANCE ABUSE PROGRAM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,109. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,970. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,970. CONSTRUCTION LABOR MANAGMENET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,385. MED GAS LAB: PROGRAM SERVICE EXPENSES 21,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,134. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,195. MAINTENANCE & REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,593. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,593. INSTRUCTOR TRAINING EXPENSES: PROGRAM SERVICE EXPENSES 14,738. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,738. TUITION EXPENSE: PROGRAM SERVICE EXPENSES 10,522. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,522. TRAVEL & MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,101. APPRENTICE CONTEST: PROGRAM SERVICE EXPENSES 5,186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,186. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. TRUSTEE EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,671. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,671. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 895. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 895. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 510. 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 INDEPENEDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.