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← PLUMBERS & PIPEFITTERS LOCAL NO 9 EDUCATION FUND

Form 990 for tax year 2024

Filed by PLUMBERS & PIPEFITTERS LOCAL NO 9 EDUCATION FUND.

Totals

Total revenue
$2,547,982
Total expenses
$2,014,101
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,372,699
Investment income
$175,283
Other revenue
$0
Total assets, end of year
$5,293,749
Total liabilities, end of year
$40,307
Net assets or fund balances, end of year
$5,253,442
Program services expenses (Part IX)
$1,454,850
Management and general expenses
$559,251
Fundraising expenses
$0
Program service expenses (Part III)
$1,454,850

Program services were 72.2% 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: EMPLOYER CONTRIBUTIONS

    total $2,172,584 · related or exempt $2,172,584

  • 2b · Program service revenue: GRANTS

    total $49,463 · related or exempt $49,463

  • 2c · Program service revenue: NET RENTAL INCOME

    total $94,066 · related or exempt $94,066

  • 2d · Program service revenue: PROGRAM REIMBURSEMENTS

    total $56,586 · related or exempt $56,586

  • 3 · Investment income

    total $175,283 · related or exempt $175,283

  • 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

  • 11e · Other revenue, total

    $0

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 $580,699 · program services $580,699

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $148,823 · program services $148,823

  • 8 · Pension plan contributions

    total $250,734 · program services $250,734

  • 9 · Other employee benefits

    total $200,852 · program services $200,852

  • 10 · Payroll taxes

    total $57,889 · program services $57,889

  • 11a · Fees: management

    total $14,400 · management and general $14,400

  • 11b · Fees: legal

    total $149,870 · management and general $149,870

  • 11c · Fees: accounting

    total $17,000 · management and general $17,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $91,513 · management and general $91,513

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $171,060 · program services $171,060

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $28,634 · management and general $28,634

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $44,793 · program services $44,793

  • 23 · Insurance

    total $46,895 · management and general $46,895

  • 24a · Other expenses: PROGRAM EXPENSES

    total $161,204 · management and general $161,204

  • 24b · Other expenses: GRANT EXPENSE

    total $27,200 · management and general $27,200

  • 24c · Other expenses: VEHICLE EXPENSE

    total $10,419 · management and general $10,419

  • 24d · Other expenses: CONSULTING

    total $8,500 · management and general $8,500

  • 24e · All other expenses

    total $3,616 · management and general $3,616

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $636,047 · end of year $843,644

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $185,257 · end of year $232,084

  • 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

    beginning of year $30,308 · end of year $25,215

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

    $3,265,317

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

    $2,894,636

  • 10c · Land, buildings and equipment, net

    beginning of year $255,490 · end of year $370,681

  • 11 · Investments: publicly traded securities

    beginning of year $3,594,589 · end of year $3,822,125

  • 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

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,804 · end of year $40,307

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,665,887 · end of year $5,253,442

Mission and programs · 2024

Mission

PROVIDE APPRENTICESHIP TRAINING AND CONTINUING EDUCATION FOR MEMBERS.

  • PROVIDE APPRENTICESHIP TRAINING AND CONTINUING EDUCATION FOR MEMBERS.

    Expenses $1,454,850 · Revenue $2,372,699

As filed on the 2024 return.

Listed in Part VII

  • Michael Tranberg

    Trustee

    Total calculated
    $312,966
    From this org
    $0
    From related orgs
    $186,964
    Other
    $126,002
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $176,130 related
    Bonus
    not reported
    Other
    not reported + $10,834 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $126,002 related
    Filer's total
    not reported + $312,966 related

  • John E Boyle III

    Trustee

    Total calculated
    $293,216
    From this org
    $0
    From related orgs
    $169,375
    Other
    $123,841
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $164,468 related
    Bonus
    not reported
    Other
    not reported + $4,907 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $123,841 related
    Filer's total
    not reported + $293,216 related

  • Matthew F Woodward

    Instructor

    Total calculated
    $237,861
    From this org
    $145,925
    From related orgs
    $0
    Other
    $91,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,925
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $91,936
    Filer's total
    $237,861

  • Wayne M Dial

    Instructor

    Total calculated
    $237,091
    From this org
    $145,155
    From related orgs
    $0
    Other
    $91,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,155
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $91,936
    Filer's total
    $237,091

  • John C Bennett

    Instructor

    Total calculated
    $235,411
    From this org
    $143,475
    From related orgs
    $0
    Other
    $91,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,475
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $91,936
    Filer's total
    $235,411

  • Timothy J Fox

    Instructor

    Total calculated
    $233,300
    From this org
    $141,364
    From related orgs
    $0
    Other
    $91,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,364
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $91,936
    Filer's total
    $233,300

  • Joseph Cladd

    Trustee

    Total calculated
    $2,240
    From this org
    $2,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Randall Davis

    Trustee

    Total calculated
    $1,636
    From this org
    $1,636
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Brian Welch

    Trustee

    Total calculated
    $904
    From this org
    $904
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Vincent Spiezio III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Sapnar

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Breyta Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Phillip Petillo

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Strobino

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel Reuter

    Trustee

    Total calculated
    $0
    Hours/week
    1

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.

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 LOCAL 9 UNION

    501(c)(5) · LABOR UNION REPRESENTING MEMBERS · NJ

    Directly controlled by NA

  • PLUMBERS LOCAL 9 PENSION PLAN

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

    Directly controlled by NA

  • PLUMBERS LOCAL 9 SURETY FUND

    401(A) · RETIREMENT BENEFITS FOR PARTICIPANTS · NJ

    Directly controlled by NA

  • PLUMBERS LOCAL 9 WELFARE FUND

    501(c)(9) · HEALTH AND WELFARE BENEFITS TO PARTIC. · NJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
22 January 2026
IRS schema version
2024v5.2
Source object
202640229349300319

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