Form 990 for tax year 2023
Filed by PLUMBERS AND PIPEFITTERS LOCAL UNION 9 HOME INC.
Totals
- Total revenue
- $694,302
- Total expenses
- $12,637
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $639,049
- Investment income
- $55,253
- Other revenue
- $0
- Total assets, end of year
- $3,095,621
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,095,621
- Program services expenses (Part IX)
- $6,762
- Management and general expenses
- $5,875
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,762
Program services were 53.5% 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: Building Fund
total $639,049 · related or exempt $639,049
-
3 · Investment income
total $55,253 · related or exempt $55,253
-
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $5,875 · management and general $5,875
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,578 · program services $6,578
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses
total $184 · program services $184
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $881,548 · end of year $922,213
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $4,123 · end of year $17,850
-
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
$1,026,901
-
10c · Land, buildings and equipment, net
beginning of year $1,026,901 · end of year $1,026,901
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $498,447 · end of year $1,128,657
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $2,411,019 · end of year $3,095,621
Mission and programs · 2023
Mission
To hold legal title to property, real, personal or mixed, which shall be acquired by this organization, to maintain and manage same and to operate same as training facilities, administrative and executive offices or for any other similar property purpose, for the use and benefit of Plumbers and Pipefitters Local Union No. 9.
-
Hold legal title to property, real, personal or mixed, which has been acquired by the organization.
Expenses $6,762 · Revenue $639,049
As filed on the 2023 return.
Listed in Part VII
-
Michael Maloney
Business Mgr
- Total calculated
- $305,853
- From this org
- $0
- From related orgs
- $175,852
- Other
- $130,001
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $169,034 related
- Bonus
- not reported
- Other
- not reported + $6,818 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $130,001 related
- Filer's total
- not reported + $305,853 related
-
Charles F Whalen III
Trustee
- Total calculated
- $289,952
- From this org
- $0
- From related orgs
- $162,767
- Other
- $127,185
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $157,774 related
- Bonus
- not reported
- Other
- not reported + $4,993 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $127,185 related
- Filer's total
- not reported + $289,952 related
-
John E Boyle III
Trustee
- Total calculated
- $275,302
- From this org
- $0
- From related orgs
- $150,934
- Other
- $124,368
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $146,503 related
- Bonus
- not reported
- Other
- not reported + $4,431 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $124,368 related
- Filer's total
- not reported + $275,302 related
-
Patrick M Scharnitz
Trustee
- Total calculated
- $252,962
- From this org
- $0
- From related orgs
- $132,766
- Other
- $120,196
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $129,815 related
- Bonus
- not reported
- Other
- not reported + $2,951 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $120,196 related
- Filer's total
- not reported + $252,962 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.
-
Plumbers & Pipefitters Local Union No 9
501(c)(5) · Local Union
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 January 2024
- IRS schema version
- 2023v4.0
- Source object
- 202440299349301869
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