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← PLUMBERS & PIPEFITTERS VACATION FUND

Form 990 for tax year 2023

Filed by PLUMBERS & PIPEFITTERS VACATION FUND.

Totals

Total revenue
$1,794,426
Total expenses
$1,741,246
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,794,400
Investment income
$26
Other revenue
$0
Total assets, end of year
$1,799,423
Total liabilities, end of year
$627
Net assets or fund balances, end of year
$1,798,796
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $1,794,400 · related or exempt $1,794,400

  • 3 · Investment income

    total $26 · excluded $26

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,717,117

  • 11b · Fees: legal

    total $1,814

  • 11c · Fees: accounting

    total $14,011

  • 13 · Office expenses

    total $3,769

  • 23 · Insurance

    total $4,535

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,561,832 · end of year $1,640,314

  • 4 · Accounts receivable

    beginning of year $183,318 · end of year $157,130

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,292 · end of year $1,979

  • 17 · Accounts payable and accrued expenses

    beginning of year $826 · end of year $627

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,745,616 · end of year $1,798,796

Mission and programs · 2023

Mission

TO PROVIDE VACATION BENEFITS TO ELIGIBLE EMPLOYEES.

Activities or mission (Part I)

TO PROVIDE MEMBERS VACATION BENEFITS

  • PROVIDES DEFERRED VACATION BENFITS TO ALL ELIGIBLE MEMBERS BASED ON HOURS WORKED AND CORRESPONDING CONTRIBUTIONS

As filed on the 2023 return.

Listed in Part VII

  • Tony Solis

    UNION TRUSTEE

    Total calculated
    $225,030
    From this org
    $0
    From related orgs
    $143,190
    Other
    $81,840
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,190 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $81,840 related
    Filer's total
    $0 + $225,030 related
  • Jim Stacho

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 40 related
  • Brooke Greer

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 40 related
  • Tom Bello

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 40 related
  • Terriea Smalls

    UNION TRUSTEE

    Total calculated
    $236,890
    From this org
    $0
    From related orgs
    $152,378
    Other
    $84,512
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,378 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $84,512 related
    Filer's total
    $0 + $236,890 related

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

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALL MECHANICAL & PLUMBING LLC

  • CAPITAL BRAND GROUP LLC

  • DC MECHANICAL LLC

  • ENGINUITY LLC

  • H & D MECHANICAL LLC

  • HERITAGE MECHANICAL LLC

  • JOHN JOSEPH CONTRACTING LLC

  • KDB MECHANICAL LLC

  • LIMBACH COMPANY LLC

  • MECCO LLC

  • PERFORMANCE MECHANICAL LLC

  • R & R MECHANICAL LLC

  • SYSTEMS 3 SERVICE LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ADJ SHEET METAL INC

  • AL GLEESON ELECTRICAL COMPANY

  • AMERICAN COMBUSTION INC

  • AMERICAN MECHANICAL SERVICES

  • ATLANTIC PIPING INC

  • AUGUST WINTER & SONS INC

  • BPI MECHANICAL CONSTR INC

  • BECK PLUMBING INC

  • BERNWARD MECHANICAL & CONTRUCT

  • BOWERS INC WE

  • CRW MECHANICAL INC

  • CALVERT CONTROLS

  • CAPITAL COMPRESSOR INC

  • DENVER-ELEK INC

  • DMV PLUMBING & MECH CONTRACTO

  • EXCEL MECHANICAL CONTRACTORS

  • FIRST CALL PLUMBING

  • GAGHAN MECHANICAL INC

  • GENERAL & MECHANICAL SERVICES

  • HARRIS MID-ATLANTIC INC

  • HEFFRON COMPANY INC

  • HONEYWELL INC

  • HOT & COLD CORPORATION

  • JF FISCHER INC

  • JPG PLUMBING SERVICES INC

  • JAMES GEORGE & COMPANY INC

  • JAMES J MADDEN INC

  • JOHN C GRIMBERG CO INC

  • KENT ISLAND MECHANICAL INC

  • L 5 PLUMBERS

  • LE DIGGS PLUMBING & HTG

  • M & M WELDING & FABRICATORS

  • MADDEN PLUMBING & HVAC

  • MAGA MECHANICAL CONTRACTORS IN

  • MID-ATLANTIC PIPE TRADES ASSOC

  • NORAIR ENGINEERING ASSOC INC

  • PARAMOUNT MECHANICAL CORP

  • PLBRS & PF APPRENTICE FUND

  • POOLE & KENT CORPORATION

  • POOLE MECHANICAL CORPORATION

  • PRO-AIR INC

  • PROGRESSIVE MECHANICAL INC

  • RSC ELEC & MECH CONTRACTORS

    C · PLAN SPONSOR · MD

  • SAIA PLUMBING & HEATING INC

  • SERVICE MECHANICAL INC

  • SOUTHLAND INDUSTRIES

  • SPEARS MECHANICAL CONTRACTORS

  • THE SEVERN GROUP INC

  • W L GARY COMPANY INC

  • WG TOMKO INC

  • WASHINGTON REFRIGERATION

  • WELCH & RUSHE INC

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403169349306305

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