2011-09-27T09:12:23-05:00 2010-12-31 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2010-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 MICHAEL SCHERER 4143591318 2011-09-27 1 JAMES M ASHLAND CPA 2627846210 2010 2016-03-07 17:11:31Z MICHAEL SCHERER 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 1465976 0 X PLUMBERSLOCAL75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 8 0 31 0 0 0 0 0 1266826 1112102 15679 -13395 102010 80745 1384515 1179452 0 0 0 0 597117 581099 0 0 0 832088 747832 1429205 1328931 -44690 -149479 1229530 1090330 181564 191843 1047966 898487 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 362445 22816 1089286 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 362445 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 31 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 1 1 0 X SCOTT HAMILTON 4143591318 11175 W PARKLAND AVENUE MILWAUKEE WI 53224 SCOTT HAMILTON 45.00 X 93042 0 35815 SCOTT REDMAN 1.00 X 0 0 0 THOM JAROSZ 1.00 X 0 0 0 STEVE BREITLOW 1.00 X 0 0 0 MICHAEL HOUSE 1.00 X 0 0 0 DAJEN BOHACEK 1.00 X 0 0 0 MICHAEL SCHERER 1.00 X 0 0 0 93042 0 35815 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 1031047 1031047 TUITION 900099 47277 47277 GRANTS 900099 22816 22816 SALES OF TEXTBOOKS 451211 10962 10962 1112102 10417 10417 262712 286524 -23812 -23812 -23812 UNREALIZED GAIN ON INV 523920 78655 78655 MISCELLANEOUS 900099 2090 2090 80745 1179452 1179452 0 0 177366 177366 225999 163945 62054 78191 78191 68296 68296 31247 16514 14733 11900 11900 676 676 539 539 6693 6693 97147 97147 54102 54102 10886 10886 APPRENTICESHIP WAGE REI 134997 134997 INTERNATIONAL TRAINING 134697 134697 TRAINING MATERIALS & SU 49496 49496 MED GAS LAB 31819 31819 BIG STEP TRANSFERS 30408 30408 184472 22480 161992 1328931 362445 966486 0 356893 326355 88944 102317 4403 4105 11470 9552 694154 553358 194269 140796 572072 506213 1479 992 1229530 1090330 181564 191843 181564 191843 X 757875 619865 239730 239214 50361 39408 1047966 898487 1229530 1090330 -149479 0 X X 0 1 1 X 0 X 34932 36861 22816 94609 1062241 1088885 1275745 1153288 1031047 5611206 1062241 1123817 1275745 1190149 1053863 5705815 0 0 0 5705815 8814 22487 20831 14343 10417 76892 8814 22487 20831 14343 10417 76892 1071055 1146304 1296576 1204492 1064280 5782707 0.98670 0.98710 0.01330 0.01290 X 401751 336931 64820 30623 10570 20053 261780 205857 55923 140796 MUTUAL FUNDS 506213 F 506213 1179452 1328931 -149479 0 -149479 1179452 0 1179452 0 1179452 1328931 0 1328931 0 1328931 STEVEN BREITLOW TRUSTEE OF PLUMBERS LOCAL TRUSTEE 0 SCOTT REDMAN TRUSTEE OF PLUMBERS LOCAL TRUSTEE 0 MICHAEL HOUSE TRUSTEE OF PLUMBERS LOCAL TRUSTEE 0 DAJEN BOHACK TRUSTEE OF PLUMBERS LOCAL TRUSTEE 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 7B DECISIONS 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 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 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24F SUBSTANCE ABUSE PROGRAM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,068. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,480. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,480. PLUMBERS LABOR MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,272. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,272. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,214. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,214. MAINTENANCE & REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,036. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,036. PARTNERS IN SAFETY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,672. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,672. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,600. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,985. TRAVEL & MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,489. INSTRUCTOR TRAINING EXPENSES: PROGRAM SERVICE EXPENSES 9,034. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,034. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,296. BANQUET EXPENSE: PROGRAM SERVICE EXPENSES 6,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,153. TUITION: PROGRAM SERVICE EXPENSES 5,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,836. PAYROLL AUDIT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,836. LOCKBOX FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,600. APPRENTICE CONTEST: PROGRAM SERVICE EXPENSES 1,457. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,457. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 544. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 544. 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 INTERNATIONAL TRAINING FUND B 134697 PLUMBERS LABOR MANAGEMENT B 20272 PLUMBERS LOCAL 75 I 75460 PARTNERS IN SAFETY B 13672