2023-11-14T14:00:54-06:00 2022-12-31 391531945 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-01-01 396146586 PLUMBERS LOCAL 75 EDUCATION FUND PLUM 4143591318 11175 W PARKLAND AVE MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY 4143591318 2023-11-13 1 STEVE BREITLOW 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE BREITLOW 11175 W PARKLAND AVE MILWAUKEE WI 53224 7695605 0 X PLUMBERS75.COM X 1969 WI TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTRUCTORS 9 8 37 8 0 0 18871 431110 2306354 3050013 92751 282918 15055 1032 2433031 3765073 0 0 0 0 1157442 1398063 0 0 0 850978 1636489 2008420 3034552 424611 730521 5024538 6651349 335032 1777233 4689506 4874116 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICES, EMPLOYEES, JOURNEYMEN, AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATION 0 0 1659781 3050013 PROVIDE CLASSES FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND RELATED TRADES. ADVISE VOCATIONAL SCHOOL PROGRAM DIRECTORS REGARDING APPRENTICESHIP EDUCATION. 1659781 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 37 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 1 0 X TERRI NITKOWSKI 4143591318 11175 W PARKLAND AVENUE MILWAUKEE WI 53224 CORY THOMPSON TRAINING DIRECTOR 40.00 X 131303 0 53848 JONATHAN KOWALSKI CHAIRPERSON 1.00 X X 0 0 0 STEVE BREITLOW SECRETARY TREASURER 1.00 X X 0 0 0 VINCENT GALLO IV TRUSTEE 1.00 X 0 0 0 JESSE PERTZBORN TRUSTEE 1.00 X 0 0 0 MARK HERSEY TRUSTEE 1.00 X 0 0 0 JOHN LYNCH TRUSTEE 1.00 X 0 0 0 DON BRUNNER TRUSTEE 1.00 X 0 0 0 SPENCER STATZ TRUSTEE 1.00 X 0 0 0 PAUL MAGYAR TRUSTEE 1.00 X 0 0 0 PATRICK CASEY INSTRUCTOR 40.00 X 119003 0 51162 PAUL HANUS ASSISTANT TRAINING DIRECTO 40.00 X 121072 0 52628 ROBERT LAMPHEAR TRAINING INSTRUCTOR 40.00 X 116230 0 43613 ANTONIO RAMOS TRAINING INSTRUCTOR 40.00 X 116070 0 49736 603678 0 250987 5 0 1 0 0 431110 126385 431110 EMPLOYER CONTRIBUTIONS 900099 2910686 2910686 TUITION 900099 97448 97448 SALES OF TEXTBOOKS 459210 41879 41879 3050013 30979 30979 4182471 3930532 251939 251939 251939 MISCELLANEOUS 900099 1032 1032 1032 3765073 3050013 0 283950 185151 161643 23508 778591 679735 98856 190036 184296 5740 170710 165112 5598 73575 64159 9416 12284 12284 600 600 18645 18645 6019 6019 42414 42414 73140 73140 503187 503187 16412 16412 85635 85635 17912 17912 TRAINING MATERIALS & SU 367425 367425 INTERNATIONAL TRAINING 173402 173402 APPRENTICESHIP WAGE REI 123823 123823 BIG STEP TRANSFERS 57238 57238 138353 24527 113826 3034552 1659781 1374771 0 940789 2236879 36765 20225 197675 334999 21364 19043 5067 7545 1893648 727489 233442 1166159 3581377 1335725 8059 1530774 5024538 6651349 335032 215639 0 1561594 335032 1777233 X 4689506 4874116 4689506 4874116 5024538 6651349 730521 -545911 0 X 0 1 X 1 0 X 7355 5441 20521 18871 431110 483298 2057493 2451623 2316006 2319714 3050013 12194849 2064848 2457064 2336527 2338585 3481123 12678147 0 0 0 12678147 35248 52333 64636 59001 30979 242197 35248 52333 64636 59001 30979 242197 15543 395 1695 1032 18665 2100096 2524940 2401558 2399281 3513134 12939009 0.97980 0.97850 0.01870 0.02000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SECURITY LITIGATION PROCEEDS - 2019 AMOUNT: $ 15,209. 2020 AMOUNT: $ 328. MISCELLANEOUS - 2019 AMOUNT: $ 334. 2020 AMOUNT: $ 67. 2021 AMOUNT: $ 1,695. 2022 AMOUNT: $ 1,032. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 313425 33595 279830 1580223 693894 886329 1166159 NET OPERATING ROU ASSET 1530774 1530774 OPERATING LEASE LIABILITIES 1561594 1561594 X 3218562 -545911 -545911 3764473 600 600 3765073 3033952 0 3033952 600 600 3034552 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED DECEMBER 14, 1984, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. 0 0 0 0 0 0 0 0 0 CORY THOMPSON TRAINING DIRECTOR 131303 0 0 0 0 0 31165 0 22683 0 185151 0 0 0 PAUL HANUS ASSISTANT TRAINING DIRECTO 121072 0 0 0 0 0 28670 0 23958 0 173700 0 0 0 PATRICK CASEY INSTRUCTOR 119003 0 0 0 0 0 28908 0 22254 0 170165 0 0 0 ANTONIO RAMOS TRAINING INSTRUCTOR 116070 0 0 0 0 0 27482 0 22254 0 165806 0 0 0 ROBERT LAMPHEAR TRAINING INSTRUCTOR 116230 0 0 0 0 0 24341 0 19272 0 159843 0 0 0 X 1518 FMV X TOOLS 465 123371 FMV X SPORTS TICKETS 8 1296 FMV X GIFT CARDS 2 200 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE FUND'S MEMBERSHIP IS COMPRISED OF CONTRACTORS, JOURNEYMEN, APPRENTICES, EMPLOYEES AND INSTRUCTORS IN THE PLUMBING TRADE AND RELATED OCCUPATIONS FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES, THE PLUMBERS LOCAL 75 APPOINTS LABOR REPRESENTATIVES FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S TRAINING DIRECTOR AND BOOKKEEPER. THEY REVIEW AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FUND ADOPTED A CONFLICT OF INTEREST POLICY IN SEPTEMBER 2012 WHICH REQUIRES OFFICERS AND TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST. THE BOARD OF TRUSTEES WILL MONITOR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE TRAINING DIRECTOR'S COMPENSATION IS BASED ON 45 HOUR WORK WEEKS AND IS SET AT PAY LEVEL COMPARABLE TO MEMBERS OF THE PLUMBERS TRADE, ASSISTANT DIRECTOR'S COMPENSATION IS BASED ON 40 HOUR WORK WEEKS AND IS ALSO BASED ON COMPARABLE PAY FOR PLUMBERS UNION MEMBERS FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND'S OFFICE AND ARE AVAILABLE UPON REQUEST.