Form 990 for tax year 2023
Filed by UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE.
Totals
- Total revenue
- $7,130,870
- Total expenses
- $4,972,337
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $6,649,818
- Investment income
- $293,828
- Other revenue
- $187,224
- Total assets, end of year
- $12,819,083
- Total liabilities, end of year
- $330,779
- Net assets or fund balances, end of year
- $12,488,304
- Program services expenses (Part IX)
- $670,367
- Management and general expenses
- $4,239,771
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $670,367
Program services were 13.5% 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.
-
2a · Program service revenue: Membership Dues & Assessments
total $6,649,818 · related or exempt $6,649,818
-
3 · Investment income
total $293,828 · related or exempt $293,828
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: REIM FOR PERSONAL USE CAR
total $16,160 · related or exempt $16,160
-
11b · Other revenue: REIM FROM UA ORGANIZER
total $100,000 · related or exempt $100,000
-
11c · Other revenue: SOCIAL SCHOLARSHIP FUND
total $67,440 · related or exempt $67,440
-
11d · All other revenue
total $3,624 · related or exempt $3,624
-
11e · Other revenue, total
$187,224
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,335,198 · management and general $1,335,198
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $139,988 · management and general $139,988
-
8 · Pension plan contributions
total $840,774 · management and general $840,774
-
9 · Other employee benefits
total $426,148 · management and general $426,148
-
10 · Payroll taxes
total $117,461 · management and general $117,461
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,471 · management and general $1,471
-
11c · Fees: accounting
total $63,200 · management and general $63,200
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $65,615 · management and general $65,615
-
11g · Fees: other
total $7,050 · management and general $7,050
-
12 · Advertising and promotion
total $87,705 · management and general $87,705
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $98,957 · management and general $98,957
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $8,717 · management and general $8,717
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $62,199
-
23 · Insurance
total $92,860 · management and general $92,860
-
24a · Other expenses: JOB TARGETING
total $579,029 · program services $579,029
-
24b · Other expenses: PER CAPITA DUES - UNITED ASSOC
total $512,311 · management and general $512,311
-
24c · Other expenses: OFFICE, PSTG, PRNTG, COMP, MAI
total $217,367 · management and general $217,367
-
24d · Other expenses: OFFICER EXPENSES
total $93,997 · management and general $93,997
-
24e · All other expenses
total $222,290 · program services $91,338 · management and general $130,952
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,715,074 · end of year $3,423,666
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $786,806 · end of year $1,134,636
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$809,761
-
10b · Land, buildings and equipment: accumulated depreciation
$614,153
-
10c · Land, buildings and equipment, net
beginning of year $170,669 · end of year $195,608
-
11 · Investments: publicly traded securities
beginning of year $7,488,470 · end of year $8,047,972
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $14,375 · end of year $17,201
-
17 · Accounts payable and accrued expenses
beginning of year $184,621 · end of year $259,086
-
23 · Secured mortgages and notes payable
beginning of year $70,156 · end of year $71,693
-
27 · Net assets without donor restrictions
beginning of year $9,920,617 · end of year $12,488,304
Mission and programs · 2023
Mission
Representation of members.
-
Assessments and dues are used primarily to run the operations and pay expenses. All in conjunction with the labor organization's functions in representing their members.
Expenses $670,367 · Revenue $6,649,818
As filed on the 2023 return.
Listed in Part VII
-
Michael K MaloneyMICHAEL K MALONEY
BUSINESS MGR
- Total calculated
- $305,853
- From this org
- $175,852
- From related orgs
- $0
- Other
- $130,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,034
- Bonus
- not reported
- Other
- $6,818
- Deferred
- not reported
- Nontaxable benefits
- $130,001
- Filer's total
- $305,853
-
Charles F Whalen IIICHARLES F WHALEN III
ASST BUS MGR
- Total calculated
- $289,952
- From this org
- $162,767
- From related orgs
- $0
- Other
- $127,185
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,774
- Bonus
- not reported
- Other
- $4,993
- Deferred
- not reported
- Nontaxable benefits
- $127,185
- Filer's total
- $289,952
-
John Boyle IIIJOHN BOYLE III
Agent
- Total calculated
- $275,302
- From this org
- $150,934
- From related orgs
- $0
- Other
- $124,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,503
- Bonus
- not reported
- Other
- $4,431
- Deferred
- not reported
- Nontaxable benefits
- $124,368
- Filer's total
- $275,302
-
John E Hoey JrJOHN E HOEY JR
AGENT
- Total calculated
- $274,026
- From this org
- $149,658
- From related orgs
- $0
- Other
- $124,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,503
- Bonus
- not reported
- Other
- $3,155
- Deferred
- not reported
- Nontaxable benefits
- $124,368
- Filer's total
- $274,026
-
Michael TranbergMICHAEL TRANBERG
AGENT
- Total calculated
- $273,619
- From this org
- $149,251
- From related orgs
- $0
- Other
- $124,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,503
- Bonus
- not reported
- Other
- $2,748
- Deferred
- not reported
- Nontaxable benefits
- $124,368
- Filer's total
- $273,619
-
William GraybushWILLIAM GRAYBUSH
ORGANIZER
- Total calculated
- $253,338
- From this org
- $133,142
- From related orgs
- $0
- Other
- $120,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,815
- Bonus
- not reported
- Other
- $3,327
- Deferred
- not reported
- Nontaxable benefits
- $120,196
- Filer's total
- $253,338
-
Patrick M ScharnitzPATRICK M SCHARNITZ
ORGANIZER
- Total calculated
- $252,962
- From this org
- $132,766
- From related orgs
- $0
- Other
- $120,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,815
- Bonus
- not reported
- Other
- $2,951
- Deferred
- not reported
- Nontaxable benefits
- $120,196
- Filer's total
- $252,962
-
Dean FeaselDEAN FEASEL
ORGANIZER/FIN C
- Total calculated
- $230,334
- From this org
- $132,216
- From related orgs
- $0
- Other
- $98,118
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,815
- Bonus
- not reported
- Other
- $2,402
- Deferred
- not reported
- Nontaxable benefits
- $98,118
- Filer's total
- $230,335
-
Edward F BurnsEDWARD F BURNS
AGENT
- Total calculated
- $140,380
- From this org
- $75,704
- From related orgs
- $0
- Other
- $64,676
- Hours/week
- 40
-
Robert A DillROBERT A DILL
AGENT
- Total calculated
- $137,306
- From this org
- $74,637
- From related orgs
- $0
- Other
- $62,669
- Hours/week
- 40
-
Michael SimonMICHAEL SIMON
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Randall DavisRANDALL DAVIS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Brian ThomsBRIAN THOMS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Albert W Pitman JrALBERT W PITMAN JR
EXAMINING BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Justin MaloneyJUSTIN MALONEY
President
- Total calculated
- $0
- Hours/week
- 0
-
Frank J D'Averso IIIFRANK J D'AVERSO III
INSIDE GUARD
- Total calculated
- $0
- Hours/week
- 0
-
Michael L BellMICHAEL L BELL
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Robert J DillROBERT J DILL
EXAMINING BOARD
- Total calculated
- $0
- Hours/week
- 0
-
Dale DonnellDALE DONNELL
EXAMINING BOARD
- Total calculated
- $0
- Hours/week
- 0 + 40 related
-
Todd P MontgomeryTODD P MONTGOMERY
FINANCE COMM
- Total calculated
- $0
- Hours/week
- 0
-
Michael Dos SantosMICHAEL DOS SANTOS
FINANCE COMM
- Total calculated
- $0
- Hours/week
- 0
-
Charles R GelosoCHARLES R GELOSO
FINANCE COMM
- Total calculated
- $0
- Hours/week
- 0
-
Glenn J Forney JrGLENN J FORNEY JR
FINANCE COMM
- Total calculated
- $0
- Hours/week
- 0
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.
-
Local Union No 9 Pension Fund
501 · Affiliated Pension Fund
-
Local Union No 9 Surety Fund
501(C)9 · Affiliated Surety Fund
-
501(c)9 · Affiliated Welfare Fund
-
Local Union No 9 Education Fund
501(c)3 · Affiliated Education Fund
-
501(c)5 · Real Estate
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411139349300501
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