Form 990 for tax year 2023

Totals

Total revenue

$196,672

Total expenses

$97,027

Contributions and grants received

$0

Grants paid

$83,250

Program service revenue

$167,523

Investment income

$29,149

Other revenue

$0

Total assets, end of year

$1,106,769

Total liabilities, end of year

$27,095

Net assets or fund balances, end of year

$1,079,674

Program services expenses (Part IX)

$83,250

Management and general expenses

$13,777

Fundraising expenses

$0

Program service expenses (Part III)

$83,250

Program services were 85.8% 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.

Mission and programs · 2023

• THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF ACTIVE, RETIRED, DISABLED OR DECEASED UNION MEMBERS, THROUGH EMPLOYER CONTRIBUTIONS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.

  Expenses $83,250 · Grants $83,250 · Revenue $167,523

As filed on the 2023 return.

Listed in Part VII

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

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.

• PLUMBERS LU 690 SUPPLEMENTAL RETIREMENT PLAN

  401(A) · TO PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS · PA

• PLUMBERS LOCAL UNION NO 690

  501(C)(5) · TO PROMOTE UNION MEMBERS AND PLUMBING TRADE · PA

• PEN PLAN FOR EMPLOYEES OF PLUMBERS LU NO 690 BENEFIT PLANS

  401(A) · TO PROVIDE PENSION BENEFITS TO EMPLOYEES OF THE BENEFIT FUND OFFICE · PA

• PLUMBERS LOCAL UNION NO 690 HEALTH PLAN

  501(C)(9) · TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS · PA

• PLUMBERS LOCAL UNION NO 690 VACATION FUND

  501(C)(9) · TO PROVIDE VACATION BENEFITS TO PARTICIPANTS · PA

• PLUMBERS LOCAL UNION NO 690 PENSION PLAN

  401(A) · TO PROVIDE PENSION BENEFITS TO PARTICIPANTS · PA

• PLUMBERS LOCAL UNION NO 690 APPRENTICESHIP PLAN

  501(C)5 · DEFRAY THE COSTS AND EXPENSES INCIDENT TO TRAINING PLUMBERS · PA

Provenance

Return type

form_990

Tax year

2023

Filed

13 March 2025

IRS schema version

2023v6.0

Source object

202520729349300047

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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