Form 990 for tax year 2023
Filed by PLUMBERS LOCAL 75 EDUCATION FUND.
Totals
- Total revenue
- $4,084,068
- Total expenses
- $3,562,537
- Contributions and grants received
- $73,276
- Grants paid
- $0
- Program service revenue
- $3,939,246
- Investment income
- $68,089
- Other revenue
- $3,457
- Total assets, end of year
- $6,877,965
- Total liabilities, end of year
- $1,390,319
- Net assets or fund balances, end of year
- $5,487,646
- Program services expenses (Part IX)
- $2,032,123
- Management and general expenses
- $1,530,414
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,032,123
Program services were 57.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$73,276
-
1g · Noncash contributions included above
$7,285
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $3,754,490 · related or exempt $3,754,490
-
2b · Program service revenue: TUITION
total $130,371 · related or exempt $130,371
-
2c · Program service revenue: SALES OF TEXTBOOKS
total $54,385 · related or exempt $54,385
-
3 · Investment income
total $68,089 · excluded $68,089
-
11a · Other revenue: MISCELLANEOUS
total $3,457 · excluded $3,457
-
11e · Other revenue, total
$3,457
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $310,906 · program services $273,973 · management and general $36,933
-
7 · Other salaries and wages
total $1,104,104 · program services $972,946 · management and general $131,158
-
8 · Pension plan contributions
total $258,333 · program services $253,376 · management and general $4,957
-
9 · Other employee benefits
total $200,267 · program services $196,279 · management and general $3,988
-
10 · Payroll taxes
total $104,907 · program services $92,250 · management and general $12,657
-
11b · Fees: legal
total $18,254 · program services $18,254
-
11g · Fees: other
total $22,795 · management and general $22,795
-
12 · Advertising and promotion
total $6,167 · management and general $6,167
-
13 · Office expenses
total $54,567 · management and general $54,567
-
14 · Information technology
total $46,792 · management and general $46,792
-
16 · Occupancy
total $502,901 · management and general $502,901
-
17 · Travel
total $70,376 · management and general $70,376
-
22 · Depreciation, depletion and amortization
total $134,091 · management and general $134,091
-
23 · Insurance
total $16,688 · management and general $16,688
-
24a · Other expenses: INTERNATIONAL TRAINING
total $196,337 · management and general $196,337
-
24b · Other expenses: TRAINING MATERIALS & SU
total $188,920 · program services $188,920
-
24c · Other expenses: APPRENTICESHIP WAGE REI
total $135,849 · management and general $135,849
-
24d · Other expenses: BIG STEP TRANSFERS
total $69,781 · management and general $69,781
-
24e · All other expenses
total $120,502 · program services $36,125 · management and general $84,377
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,236,879 · end of year $1,639,214
-
2 · Savings and temporary cash investments
beginning of year $20,225 · end of year $296,475
-
4 · Accounts receivable
beginning of year $334,999 · end of year $431,411
-
8 · Inventories for sale or use
beginning of year $19,043 · end of year $16,618
-
9 · Prepaid expenses and deferred charges
beginning of year $7,545 · end of year $6,056
-
10a · Land, buildings and equipment: cost or other basis
$2,085,885
-
10b · Land, buildings and equipment: accumulated depreciation
$861,580
-
10c · Land, buildings and equipment, net
beginning of year $1,166,159 · end of year $1,224,305
-
11 · Investments: publicly traded securities
beginning of year $1,335,725 · end of year $2,217,516
-
15 · Other assets
beginning of year $1,530,774 · end of year $1,046,370
-
17 · Accounts payable and accrued expenses
beginning of year $215,639 · end of year $314,849
-
25 · Other liabilities
beginning of year $1,561,594 · end of year $1,075,470
-
27 · Net assets without donor restrictions
beginning of year $4,874,116 · end of year $5,487,646
Mission and programs · 2023
Mission
TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION
Activities or mission (Part I)
TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS
-
PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION.
Expenses $2,032,123 · Revenue $3,939,246
As filed on the 2023 return.
Listed in Part VII
-
Cory ThompsonCORY THOMPSON
TRAINING DIRECTOR
- Total calculated
- $191,364
- From this org
- $135,409
- From related orgs
- $0
- Other
- $55,955
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,409
- Bonus
- $0
- Other
- $0
- Deferred
- $31,617
- Nontaxable benefits
- $24,338
- Filer's total
- $191,364
-
Jonathan KowalskiJONATHAN KOWALSKI
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Steve BreitlowSTEVE BREITLOW
SECRETARY TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Vincent Gallo IVVINCENT GALLO IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark HerseyMARK HERSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John LynchJOHN LYNCH
TRUSTEE (THRU 9/19/23)
- Total calculated
- $0
- Hours/week
- 1
-
Don BrunnerDON BRUNNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Spencer StatzSPENCER STATZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul MagyarPAUL MAGYAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Demeterius ThompsonDEMETERIUS THOMPSON
TRUSTEE (THRU 8/22/23)
- Total calculated
- $106,749
- From this org
- $76,128
- From related orgs
- $0
- Other
- $30,621
- Hours/week
- 1
-
Christina BreitlowCHRISTINA BREITLOW
TRUSTEE (START 8/22/23)
- Total calculated
- $9,424
- From this org
- $9,424
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Chris ZionCHRIS ZION
TRUSTEE (START 9/19/23)
- Total calculated
- $0
- Hours/week
- 1
-
Don BurkardDON BURKARD
TRUSTEE (START 8/22/23)
- Total calculated
- $0
- Hours/week
- 1
-
Patrick CaseyPATRICK CASEY
INSTRUCTOR
- Total calculated
- $170,398
- From this org
- $120,364
- From related orgs
- $0
- Other
- $50,034
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,364
- Bonus
- $0
- Other
- $0
- Deferred
- $28,104
- Nontaxable benefits
- $21,930
- Filer's total
- $170,398
-
Paul HanusPAUL HANUS
ASSISTANT TRAINING DIRECTO
- Total calculated
- $176,481
- From this org
- $125,296
- From related orgs
- $0
- Other
- $51,185
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,296
- Bonus
- $0
- Other
- $0
- Deferred
- $29,255
- Nontaxable benefits
- $21,930
- Filer's total
- $176,481
-
Robert LamphearROBERT LAMPHEAR
TRAINING INSTRUCTOR
- Total calculated
- $176,915
- From this org
- $125,648
- From related orgs
- $0
- Other
- $51,267
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,648
- Bonus
- $0
- Other
- $0
- Deferred
- $29,337
- Nontaxable benefits
- $21,930
- Filer's total
- $176,915
-
Ryan BoggsRYAN BOGGS
TRAINING INSTRUCTOR
- Total calculated
- $173,453
- From this org
- $124,124
- From related orgs
- $0
- Other
- $49,329
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,124
- Bonus
- $0
- Other
- $0
- Deferred
- $28,985
- Nontaxable benefits
- $20,344
- Filer's total
- $173,453
-
Peter AshbeckPETER ASHBECK
TRAINING INSTRUCTOR
- Total calculated
- $183,515
- From this org
- $131,002
- From related orgs
- $0
- Other
- $52,513
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,002
- Bonus
- $0
- Other
- $0
- Deferred
- $30,583
- Nontaxable benefits
- $21,930
- Filer's total
- $183,515
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349306904
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