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PLUMBERS LOCAL 75 EDUCATION FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL 75 EDUCATION FUND (EIN 39-6146586)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-03
IRS object ID
201232779349300733
Schema version
2011v1.2
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)
Timestamp2012-10-03T15:55:33-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN391531945EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530052621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN396146586EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LOCAL 75 EDUCATION FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPLUMNameControl
Phone4143591318Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 W PARKLAND AVEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53224ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL SCHERERName
TitleCHAIRPERSONTitle
Phone4143591318Phone
Date Signed2012-10-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES M ASHLAND CPAName
PTINP00241858PTIN
Phone2627846210Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL SCHERERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line111175 WEST PARKLAND AVEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code532243135ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1264168GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SitePLUMBERSLOCAL75.COMWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Year Formation1969YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORSActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees30TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1112102ProgramServiceRevenuePriorYear
Program Service Revenue CY1165306ProgramServiceRevenueCY
Investment Income Prior Year-13395InvestmentIncomePriorYear
Investment Income Current Year14189InvestmentIncomeCurrentYear
Other Revenue Prior Year80745OtherRevenuePriorYear
Other Revenue Current Year-16955OtherRevenueCurrentYear
Total Revenue Prior Year1179452TotalRevenuePriorYear
Total Revenue Current Year1162540TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year581099SalariesEtcPriorYear
Salaries Etc Current Year577873SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year747832OtherExpensePriorYear
Other Expenses Current Year672783OtherExpensesCurrentYear
Total Expenses Prior Year1328931TotalExpensesPriorYear
Total Expenses Current Year1250656TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-149479RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-88116RevenuesLessExpensesCY
Total Assets BOY1090330TotalAssetsBOY
Total Assets EOY981365TotalAssetsEOY
Total Liabilities BOY191843TotalLiabilitiesBOY
Total Liabilities EOY170994TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY898487NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY810371NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATIONMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense328957Expense
Grants3617Grants
Revenue1161689Revenue
DescriptionPROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION.Description
Total Program Service Expense328957TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees30NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SCOTT HAMILTONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4143591318TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111175 W PARKLAND AVENUEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53224ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
SCOTT HAMILTON
DIRECTOR/TRUSTEE45.00X95584037549
SCOTT REDMAN
TRUSTEE1.00X000
THOMAS JAROSZ
TRUSTEE1.00X000
STEVE BREITLOW
SECRETARY TREASURER/TRUSTEE1.00X000X
MICHAEL HOUSE
TRUSTEE1.00X000
MICHAEL SCHERER
CHAIRPERSON/TRUSTEE1.00X000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org95584TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation37549TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS90009911141741114174
TUITION9000993361833618
SALES OF TEXTBOOKS4512111389713897
GRANTS90009936173617
FieldValueIRS element (for citing)
Total Program Service Revenue1165306TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10847TotalRevenueColumn
Related Or Exempt Function Income10847RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities104970Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities101628Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3342Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3342TotalRevenueColumn
Related Or Exempt Function Income3342RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS90009923562356
UNREALIZED LOSS ON INV523920-19311-19311
FieldValueIRS element (for citing)
Total Other Revenue-16955TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1162540TotalRevenueColumn
Related Or Exempt Function Income1162540RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total180548Total
Management And General180548ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total215361Total
Program Services152111ProgramServices
Management And General63250ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total79510Total
Program Services43481ProgramServices
Management And General36029ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total70903Total
Program Services36006ProgramServices
Management And General34897ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total31551Total
Program Services17085ProgramServices
Management And General14466ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total12325Total
Management And General12325ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total655Total
Management And General655ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total650Total
Management And General650ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5370Total
Management And General5370ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total95377Total
Management And General95377ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total41781Total
Management And General41781ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total10502Total
Management And General10502ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
APPRENTICESHIP WAGE REI122326122326
INTERNATIONAL TRAINING122000122000
TRAINING MATERIALS & SU3276032760
BIG STEP TRANSFERS2817728177

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total200860Total
Program Services47514ProgramServices
Management And General153346ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1250656Total
Program Services328957ProgramServices
Management And General921699ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY326355BOY
EOY326753EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY10593EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY102317BOY
EOY90989EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY4105BOY
EOY2985EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9552BOY
EOY6288EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis689477LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec586845LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY140796BOY
EOY102632EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY506213BOY
EOY440159EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY992BOY
EOY966EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1090330BOY
EOY981365EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY191843BOY
EOY170994EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY191843BOY
EOY170994EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY619865BOY
EOY556085EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY239214BOY
EOY222575EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY39408BOY
EOY31711EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY898487BOY
EOY810371EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1090330BOY
EOY981365EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-88116ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years34932CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years36861CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year22816CurrentTaxYearMinus1Year
Current Tax Year3617CurrentTaxYear
Total98226Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1088885CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1275745CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1153288CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1031047CurrentTaxYearMinus1Year
Current Tax Year1114174CurrentTaxYear
Total5663139Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1123817CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1275745CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1190149CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1053863CurrentTaxYearMinus1Year
Current Tax Year1117791CurrentTaxYear
Total5761365Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5095761365PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22487CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20831CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14343CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10417CurrentTaxYearMinus1Year
Current Tax Year10847CurrentTaxYear
Total78925Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22487CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20831CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14343CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10417CurrentTaxYearMinus1Year
Current Tax Year10847CurrentTaxYear
Total78925Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1146304CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1296576CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1204492CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1064280CurrentTaxYearMinus1Year
Current Tax Year1128638CurrentTaxYear
Total5840290Total
FieldValueIRS element (for citing)
Public Support Percentage5090.98650PublicSupportPercentage509
Prior Year Support Percentage0.98670PriorYearSupportPercentage
Investment Income Percentage0.01350InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01330PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis393457OtherCostOrOtherBasis
Depreciation344713Depreciation
Book Value48744BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis30623OtherCostOrOtherBasis
Depreciation12056Depreciation
Book Value18567BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis265397OtherCostOrOtherBasis
Depreciation230076Depreciation
Book Value35321BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings102632TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMUTUAL FUNDSDescription
Book Value440159BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities440159TotalOfBookValueSecurities
Total Revenue1162540TotalRevenue
Total Expenses1250656TotalExpenses
Excess Or Deficit For Year-88116ExcessOrDeficitForYear
Excess Or Deficit Per FS-88116ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1162540TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal1162540RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901162540TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1250656TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1250656ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901250656TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationU.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE MANAGEMENT OF THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO 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. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FUND MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
STEVEN BREITLOW
TRUSTEE OF PLUMBERS LOCALTRUSTEE0
SCOTT REDMAN
TRUSTEE OF PLUMBERS LOCALTRUSTEE0
MICHAEL HOUSE
TRUSTEE OF PLUMBERS LOCALTRUSTEE0
DAJEN BOHACK
TRUSTEE OF PLUMBERS LOCALTRUSTEE0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 7BDECISIONS FOR THE FUND ARE MADE BY THE BOARD OF TRUSTEES CONSISTING OF LABOR AND EMPLOYER REPRESENTATIVES, EACH HAVING EQUAL VOTING POWER
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 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 X, LINE 24EMED GAS LAB: PROGRAM SERVICE EXPENSES 27,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,896. SUBSTANCE ABUSE PROGRAM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,465. PLUMBERS LABOR MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,784. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,784. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,782. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,839. MAINTENANCE & REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,289. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,289. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,711. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,711. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,851. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,851. TRAVEL & MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,441. PARTNERS IN SAFETY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,145. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,145. INSTRUCTOR TRAINING EXPENSES: PROGRAM SERVICE EXPENSES 7,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,611. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,599. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,599. TUITION: PROGRAM SERVICE EXPENSES 5,369. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,369. BANQUET EXPENSE: PROGRAM SERVICE EXPENSES 5,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,330. LOCKBOX FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,730. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,730. PAYROLL AUDIT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,640. APPRENTICE CONTEST: PROGRAM SERVICE EXPENSES 1,308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,308. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 735. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 735. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 335. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 335.ALL OTHER FUNCTIONAL EXPENSES
THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT 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.

Schedule R IRS990ScheduleR

FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
INTERNATIONAL TRAINING FUND
B122000
PLUMBERS LABOR MANAGEMENT
B18784
PLUMBERS LOCAL 75
I75460
PARTNERS IN SAFETY
B10145

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