2016-10-14T15:20:40-05:00 2015-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2015-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 STEVE BREITLOW CHAIRPERSON 4143591318 2016-10-12 1 JAMES M ASHLAND CPA P00241858 2627846210 2015 2017-02-10 21:41:12Z STEVE BREITLOW 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 1704354 0 X PLUMBERS75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 8 7 29 0 0 0 0 0 1284690 1589120 156148 8655 7499 4588 1448337 1602363 0 0 0 0 538250 714879 0 0 0 672026 698150 1210276 1413029 238061 189334 1316595 1509485 191423 205009 1125172 1304476 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 330511 1484568 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 330511 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 29 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 104436 0 44051 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 MICHAEL HOUSE 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 104436 0 44051 1 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 1383803 1383803 GRANTS 900099 142509 142509 TUITION 900099 43925 43925 SALES OF TEXTBOOKS 451211 18883 18883 1589120 8655 8655 101991 101991 0 0 MISCELLANEOUS 900099 4588 4588 4588 1602363 1589120 0 13243 X 148487 148487 373368 174460 198908 92809 38427 54382 63599 21041 42558 36616 13079 23537 220 220 13900 13900 4205 4205 732 732 20680 20680 96550 96550 36825 36825 11265 11265 APPRENTICESHIP WAGE REI 134492 134492 INTERNATIONAL TRAINING 134192 134192 TRAINING MATERIALS & SU 35966 35966 BIG STEP TRANSFERS 30594 30594 178529 47538 130991 1413029 330511 1082518 0 529118 589756 31615 138402 102787 139703 4764 4655 4001 4928 817999 660249 58640 157750 584831 473558 839 733 1316595 1509485 191423 205009 191423 205009 X 881543 1120276 233555 177820 10074 6380 1125172 1304476 1316595 1509485 189334 -10030 0 X X 0 1 X 1 0 X 3617 10288 16614 13548 142509 186576 1114174 1081987 1124588 1212844 1383803 5917396 1117791 1092275 1141202 1226392 1526312 6103972 0 0 0 6103972 10847 11219 9905 35928 8655 76554 10847 11219 9905 35928 8655 76554 1128638 1103494 1151107 1262320 1534967 6180526 0.98760 0.98630 0.01240 0.01370 X 30623 17997 12626 787376 642252 145124 157750 X 1592333 -10030 -10030 1602363 0 1602363 1413029 0 1413029 0 1413029 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. 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 11 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 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 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.