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PLUMBERS LOCAL 75 EDUCATION FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL 75 EDUCATION FUND (EIN 39-6146586)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-14
IRS object ID
201622889349301512
Schema version
2015v2.1
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)
Return2016-10-14T15:20:40-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 TitleCHAIRPERSONPersonTitleTxt
Phone4143591318PhoneNum
Signature2016-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$1,704,354GrossReceiptsAmt
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 Employee29TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,284,690PYProgramServiceRevenueAmt
CY Program Service Revenue$1,589,120CYProgramServiceRevenueAmt
PY Investment Income$156,148PYInvestmentIncomeAmt
CY Investment Income$8,655CYInvestmentIncomeAmt
PY Other Revenue$7,499PYOtherRevenueAmt
CY Other Revenue$4,588CYOtherRevenueAmt
PY Total Revenue$1,448,337PYTotalRevenueAmt
CY Total Revenue$1,602,363CYTotalRevenueAmt
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$538,250PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$714,879CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$672,026PYOtherExpensesAmt
CY Other Expenses$698,150CYOtherExpensesAmt
PY Total Expenses$1,210,276PYTotalExpensesAmt
CY Total Expenses$1,413,029CYTotalExpensesAmt
PY Revenues Less Expenses$238,061PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$189,334CYRevenuesLessExpensesAmt
Total Assets BOY$1,316,595TotalAssetsBOYAmt
Total Assets EOY$1,509,485TotalAssetsEOYAmt
Total Liabilities BOY$191,423TotalLiabilitiesBOYAmt
Total Liabilities EOY$205,009TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,125,172NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,304,476NetAssetsOrFundBalancesEOYAmt
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$330,511ExpenseAmt
Revenue$1,484,568RevenueAmt
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$330,511TotalProgramServiceExpensesAmt
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 Required0ScheduleJRequiredInd
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
Employee29EmployeeCnt
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 (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WES ZASTROW
DIRECTOR/TRUSTEE45.00Yes (X)$104,436$0$44,051
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)
MICHAEL HOUSE
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL SCHERER
CHAIRPERSON/TRUSTEE1.00Yes (X)$0$0$0Yes (X)
LAURI ROLLINGS
TRUSTEE1.00Yes (X)$0$0$0
JESSE PERTZBORN
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$104,436TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$44,051TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$1,383,803$1,383,803
GRANTS900099$142,509$142,509
TUITION900099$43,925$43,925
SALES OF TEXTBOOKS451211$18,883$18,883
FieldValueIRS element (for citing)
Total Program Service Revenue$1,589,120TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,655TotalRevenueColumnAmt
Exclusion$8,655ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$101,991SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$101,991SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$4,588TotalRevenueColumnAmt
Exclusion$4,588ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,588OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,602,363TotalRevenueColumnAmt
Related Or Exempt Func Income$1,589,120RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,243ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$148,487TotalAmt
Management And General$148,487ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$373,368TotalAmt
Program Services$174,460ProgramServicesAmt
Management And General$198,908ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$92,809TotalAmt
Program Services$38,427ProgramServicesAmt
Management And General$54,382ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$63,599TotalAmt
Program Services$21,041ProgramServicesAmt
Management And General$42,558ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,616TotalAmt
Program Services$13,079ProgramServicesAmt
Management And General$23,537ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$220TotalAmt
Management And General$220ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,900TotalAmt
Management And General$13,900ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,205TotalAmt
Management And General$4,205ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$732TotalAmt
Management And General$732ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,680TotalAmt
Management And General$20,680ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$96,550TotalAmt
Management And General$96,550ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,825TotalAmt
Management And General$36,825ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,265TotalAmt
Management And General$11,265ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
APPRENTICESHIP WAGE REI$134,492$134,492
INTERNATIONAL TRAINING$134,192$134,192
TRAINING MATERIALS & SU$35,966$35,966
BIG STEP TRANSFERS$30,594$30,594

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$178,529TotalAmt
Program Services$47,538ProgramServicesAmt
Management And General$130,991ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,413,029TotalAmt
Program Services$330,511ProgramServicesAmt
Management And General$1,082,518ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$529,118BOYAmt
EOY$589,756EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$31,615BOYAmt
EOY$138,402EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$102,787BOYAmt
EOY$139,703EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,764BOYAmt
EOY$4,655EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,001BOYAmt
EOY$4,928EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$817,999LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$660,249LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$58,640BOYAmt
EOY$157,750EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$584,831BOYAmt
EOY$473,558EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$839BOYAmt
EOY$733EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,316,595BOYAmt
EOY$1,509,485EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$191,423BOYAmt
EOY$205,009EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$191,423BOYAmt
EOY$205,009EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$881,543BOYAmt
EOY$1,120,276EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$233,555BOYAmt
EOY$177,820EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,074BOYAmt
EOY$6,380EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,125,172BOYAmt
EOY$1,304,476EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,316,595BOYAmt
EOY$1,509,485EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$189,334ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$10,030NetUnrlzdGainsLossesInvstAmt
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$3,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,548CurrentTaxYearMinus1YearAmt
Current Tax Year$142,509CurrentTaxYearAmt
Total$186,576TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,114,174CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081,987CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,124,588CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,212,844CurrentTaxYearMinus1YearAmt
Current Tax Year$1,383,803CurrentTaxYearAmt
Total$5,917,396TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,117,791CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,092,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,141,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,226,392CurrentTaxYearMinus1YearAmt
Current Tax Year$1,526,312CurrentTaxYearAmt
Total$6,103,972TotalAmt

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$6,103,972PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,905CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,928CurrentTaxYearMinus1YearAmt
Current Tax Year$8,655CurrentTaxYearAmt
Total$76,554TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,905CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,928CurrentTaxYearMinus1YearAmt
Current Tax Year$8,655CurrentTaxYearAmt
Total$76,554TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,128,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,103,494CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,151,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,262,320CurrentTaxYearMinus1YearAmt
Current Tax Year$1,534,967CurrentTaxYearAmt
Total$6,180,526TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98760PublicSupportCY509Pct
Public Support PY5090.98630PublicSupportPY509Pct
Investment Income CY0.01240InvestmentIncomeCYPct
Investment Income PY0.01370InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,623OtherCostOrOtherBasisAmt
Depreciation$17,997DepreciationAmt
Book Value$12,626BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$787,376OtherCostOrOtherBasisAmt
Depreciation$642,252DepreciationAmt
Book Value$145,124BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$157,750TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,592,333TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$10,030NetUnrealizedGainsInvstAmt
Revenue Not Reported-$10,030RevenueNotReportedAmt
Revenue Subtotal$1,602,363RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,602,363TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,413,029TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,413,029ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,413,029TotalExpensesPerForm990Amt

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 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 11THE 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 24ESUBSTANCE ABUSE PROGRAM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,898. INSTRUCTOR TRAINING EXPENSES: PROGRAM SERVICE EXPENSES 22,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,152. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,728. MED GAS LAB: PROGRAM SERVICE EXPENSES 18,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,214. TRAVEL & MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,655. MAINTENANCE & REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,518. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,518. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,514. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,514. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,301. CONSTRUCTION LABOR MANAGMENET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,620. PLUMBERS LABOR MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,776. TRUSTEE EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,052. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,052. TUITION EXPENSE: PROGRAM SERVICE EXPENSES 4,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,122. APPRENTICE CONTEST: PROGRAM SERVICE EXPENSES 3,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,050. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 910. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 910. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19.
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.

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