Form 990 for tax year 2024
Filed by PLUMBERS LOCAL UNION NO 690 SCHOLARSHIP FUND.
Totals
- Total revenue
- $190,260
- Total expenses
- $88,084
- Contributions and grants received
- $0
- Grants paid
- $74,250
- Program service revenue
- $161,114
- Investment income
- $29,146
- Other revenue
- $0
- Total assets, end of year
- $1,200,270
- Total liabilities, end of year
- $14,183
- Net assets or fund balances, end of year
- $1,186,087
- Program services expenses (Part IX)
- $74,250
- Management and general expenses
- $13,834
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $74,250
Program services were 84.3% 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: RECEIPTS FROM EMPLOYER
total $161,114 · related or exempt $161,114
-
3 · Investment income
total $22,300 · excluded $22,300
-
7a · Gross sales of assets other than inventory
securities $6,846
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $6,846
-
7d · Net gain or loss
total $6,846 · related or exempt $6,846
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $74,250 · program services $74,250
-
11f · Fees: investment management
total $1,024 · management and general $1,024
-
24a · Other expenses: ADMIN EXPENSE
total $12,810 · management and general $12,810
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $857,699 · end of year $931,112
-
4 · Accounts receivable
beginning of year $15,726 · end of year $15,356
-
11 · Investments: publicly traded securities
beginning of year $233,344 · end of year $253,802
-
17 · Accounts payable and accrued expenses
beginning of year $27,095 · end of year $14,183
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,079,674 · end of year $1,186,087
Mission and programs · 2024
Mission
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.
Activities or mission (Part I)
THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERS, THROUGH EMPLOYER CONTRIBUTIONS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT.
-
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 $74,250 · Grants $74,250 · Revenue $167,960
As filed on the 2024 return.
Listed in Part VII
-
George PegramGEORGE PEGRAM
CO-CHAIRMAN
- Total calculated
- $398,045
- From this org
- $0
- From related orgs
- $242,258
- Other
- $155,787
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $242,258 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $120,122 related
- Nontaxable benefits
- $0 + $35,665 related
- Filer's total
- $0 + $398,045 related
-
James DoughertyJAMES DOUGHERTY
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Herman GoldnerHERMAN GOLDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas P GoldenTHOMAS P GOLDEN
TRUSTEE
- Total calculated
- $345,334
- From this org
- $0
- From related orgs
- $204,605
- Other
- $140,729
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $204,605 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $105,064 related
- Nontaxable benefits
- $0 + $35,665 related
- Filer's total
- $0 + $345,334 related
-
Rudy BetzRUDY BETZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Walter KrzyzanowskiWALTER KRZYZANOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Joseph P McMonigleJOSEPH P MCMONIGLE
TRUSTEE
- Total calculated
- $308,443
- From this org
- $0
- From related orgs
- $178,266
- Other
- $130,177
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,266 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $94,512 related
- Nontaxable benefits
- $0 + $35,665 related
- Filer's total
- $0 + $308,443 related
-
P Darby DoyleP DARBY DOYLE
TRUSTEE
- Total calculated
- $308,443
- From this org
- $0
- From related orgs
- $178,266
- Other
- $130,177
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,266 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $94,512 related
- Nontaxable benefits
- $0 + $35,665 related
- Filer's total
- $0 + $308,443 related
-
Kevin F DeanKEVIN F DEAN
ADMINISTRATOR
- Total calculated
- $335,071
- From this org
- $0
- From related orgs
- $185,492
- Other
- $149,579
- Hours/week
- 1 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $182,277 related
- Bonus
- $0
- Other
- $0 + $3,215 related
- Deferred
- $0 + $117,119 related
- Nontaxable benefits
- $0 + $32,460 related
- Filer's total
- $0 + $335,071 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
- 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.
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PLUMBERS LU 690 SUPPLEMENTAL RETIREMENT PLAN
401(A) · TO PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS · PA
-
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
- 2024
- Filed
- 10 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630759349300313
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