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← PLUMBERS LOCAL 75 EDUCATION FUND

Form 990 for tax year 2022

Filed by PLUMBERS LOCAL 75 EDUCATION FUND.

Totals

Total revenue
$3,765,073
Total expenses
$3,034,552
Contributions and grants received
$431,110
Grants paid
$0
Program service revenue
$3,050,013
Investment income
$282,918
Other revenue
$1,032
Total assets, end of year
$6,651,349
Total liabilities, end of year
$1,777,233
Net assets or fund balances, end of year
$4,874,116
Program services expenses (Part IX)
$1,659,781
Management and general expenses
$1,374,771
Fundraising expenses
$0
Program service expenses (Part III)
$1,659,781

Program services were 54.7% 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

    $431,110

  • 1g · Noncash contributions included above

    $126,385

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $2,910,686 · related or exempt $2,910,686

  • 2b · Program service revenue: TUITION

    total $97,448 · related or exempt $97,448

  • 2c · Program service revenue: SALES OF TEXTBOOKS

    total $41,879 · related or exempt $41,879

  • 3 · Investment income

    total $30,979 · excluded $30,979

  • 7a · Gross sales of assets other than inventory

    securities $4,182,471

  • 7b · Less cost or other basis and sales expenses

    securities $3,930,532

  • 7c · Gain or loss

    securities $251,939

  • 7d · Net gain or loss

    total $251,939 · excluded $251,939

  • 11a · Other revenue: MISCELLANEOUS

    total $1,032 · excluded $1,032

  • 11e · Other revenue, total

    $1,032

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $185,151 · program services $161,643 · management and general $23,508

  • 7 · Other salaries and wages

    total $778,591 · program services $679,735 · management and general $98,856

  • 8 · Pension plan contributions

    total $190,036 · program services $184,296 · management and general $5,740

  • 9 · Other employee benefits

    total $170,710 · program services $165,112 · management and general $5,598

  • 10 · Payroll taxes

    total $73,575 · program services $64,159 · management and general $9,416

  • 11b · Fees: legal

    total $12,284 · program services $12,284

  • 11f · Fees: investment management

    total $600 · program services $600

  • 11g · Fees: other

    total $18,645 · management and general $18,645

  • 12 · Advertising and promotion

    total $6,019 · management and general $6,019

  • 13 · Office expenses

    total $42,414 · management and general $42,414

  • 14 · Information technology

    total $73,140 · management and general $73,140

  • 16 · Occupancy

    total $503,187 · management and general $503,187

  • 17 · Travel

    total $16,412 · management and general $16,412

  • 22 · Depreciation, depletion and amortization

    total $85,635 · management and general $85,635

  • 23 · Insurance

    total $17,912 · management and general $17,912

  • 24a · Other expenses: TRAINING MATERIALS & SU

    total $367,425 · program services $367,425

  • 24b · Other expenses: INTERNATIONAL TRAINING

    total $173,402 · management and general $173,402

  • 24c · Other expenses: APPRENTICESHIP WAGE REI

    total $123,823 · management and general $123,823

  • 24d · Other expenses: BIG STEP TRANSFERS

    total $57,238 · management and general $57,238

  • 24e · All other expenses

    total $138,353 · program services $24,527 · management and general $113,826

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $940,789 · end of year $2,236,879

  • 2 · Savings and temporary cash investments

    beginning of year $36,765 · end of year $20,225

  • 4 · Accounts receivable

    beginning of year $197,675 · end of year $334,999

  • 8 · Inventories for sale or use

    beginning of year $21,364 · end of year $19,043

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,067 · end of year $7,545

  • 10a · Land, buildings and equipment: cost or other basis

    $1,893,648

  • 10b · Land, buildings and equipment: accumulated depreciation

    $727,489

  • 10c · Land, buildings and equipment, net

    beginning of year $233,442 · end of year $1,166,159

  • 11 · Investments: publicly traded securities

    beginning of year $3,581,377 · end of year $1,335,725

  • 15 · Other assets

    beginning of year $8,059 · end of year $1,530,774

  • 17 · Accounts payable and accrued expenses

    beginning of year $335,032 · end of year $215,639

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,561,594

  • 27 · Net assets without donor restrictions

    beginning of year $4,689,506 · end of year $4,874,116

Mission and programs · 2022

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 $1,659,781 · Revenue $3,050,013

As filed on the 2022 return.

Listed in Part VII

  • Cory Thompson

    TRAINING DIRECTOR

    Total calculated
    $185,151
    From this org
    $131,303
    From related orgs
    $0
    Other
    $53,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,303
    Bonus
    $0
    Other
    $0
    Deferred
    $31,165
    Nontaxable benefits
    $22,683
    Filer's total
    $185,151

  • Jonathan Kowalski

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Steve Breitlow

    SECRETARY TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Vincent Gallo IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jesse Pertzborn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Hersey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Don Brunner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Spencer Statz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paul Magyar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Casey

    INSTRUCTOR

    Total calculated
    $170,165
    From this org
    $119,003
    From related orgs
    $0
    Other
    $51,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,003
    Bonus
    $0
    Other
    $0
    Deferred
    $28,908
    Nontaxable benefits
    $22,254
    Filer's total
    $170,165

  • Paul Hanus

    ASSISTANT TRAINING DIRECTO

    Total calculated
    $173,700
    From this org
    $121,072
    From related orgs
    $0
    Other
    $52,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,072
    Bonus
    $0
    Other
    $0
    Deferred
    $28,670
    Nontaxable benefits
    $23,958
    Filer's total
    $173,700

  • Robert Lamphear

    TRAINING INSTRUCTOR

    Total calculated
    $159,843
    From this org
    $116,230
    From related orgs
    $0
    Other
    $43,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,230
    Bonus
    $0
    Other
    $0
    Deferred
    $24,341
    Nontaxable benefits
    $19,272
    Filer's total
    $159,843

  • Antonio Ramos

    TRAINING INSTRUCTOR

    Total calculated
    $165,806
    From this org
    $116,070
    From related orgs
    $0
    Other
    $49,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,070
    Bonus
    $0
    Other
    $0
    Deferred
    $27,482
    Nontaxable benefits
    $22,254
    Filer's total
    $165,806

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349311307

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