PLUMBERS LOCAL UNION NO 690 SCHOLARSHIP FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS LOCAL UNION NO 690 SCHOLARSHIP FUND (EIN 41-2064526)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2024-03-13
- IRS object ID
- 202420739349301467
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-13T15:38:54-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232586736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DR STE 205 | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412064526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS LOCAL UNION NO 690 | BusinessNameLine1Txt |
| Business Name Line2 | THOMAS J MCNULTY ANNUAL SCHOLARSHIP FD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 2156776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2791 SOUTHAMPTON ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN F DEAN | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 2156776900 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG D WINTERS CPA | PreparerPersonNm |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | PhoneNum |
| Preparation | 2024-03-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN F DEAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2791 SOUTHAMPTON ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $195,267 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $159,780 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $171,864 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,403 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $173,781 | PYTotalRevenueAmt |
| CY Total Revenue | $195,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,720 | PYOtherExpensesAmt |
| CY Other Expenses | $12,910 | CYOtherExpensesAmt |
| PY Total Expenses | $107,720 | PYTotalExpensesAmt |
| CY Total Expenses | $98,410 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $96,857 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $914,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $996,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,221 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $899,588 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $982,418 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,500 | ExpenseAmt |
| Grant | $85,500 | GrantAmt |
| Revenue | $171,864 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $85,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN F DEAN ADMINISTRATOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2791 SOUTHAMPTON ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541296 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| GEORGE PEGRAM | |||||||
| CO-CHAIRMAN | 1.00 | 39.00 | Yes (X) | $0 | $224,360 | $147,406 | |
| JAMES DOUGHERTY | |||||||
| CO-CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERMAN GOLDNER | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS P GOLDEN | |||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $189,488 | $133,453 | |
| RUDY BETZ | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER KRZYZANOWSKI | |||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH P MCMONIGLE | |||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $165,005 | $123,663 | |
| P DARBY DOYLE | |||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $164,883 | $123,632 | |
| THOMAS J MCNULTY | |||||||
| ADMINISTRATOR | 1.00 | 4.00 | $0 | $190,679 | $117,745 | Yes (X) | |
| FRANCIS X GOLDEN SR RESIGNED | |||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $934,415 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $645,899 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIPTS FROM EMPLOYER | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $171,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,864 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $171,864 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,403 | TotalRevenueColumnAmt |
| Exclusion | $23,403 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,864 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,403 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,500 | TotalAmt |
| Program Services | $85,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN EXPENSE | Desc |
| Total | $12,810 | TotalAmt |
| Management And General | $12,810 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,410 | TotalAmt |
| Program Services | $85,500 | ProgramServicesAmt |
| Management And General | $12,910 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,837 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $754,522 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,940 | BOYAmt |
| EOY | $17,504 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,254 | BOYAmt |
| EOY | $224,613 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,031 | BOYAmt |
| EOY | $996,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,443 | BOYAmt |
| EOY | $14,221 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,443 | BOYAmt |
| EOY | $14,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,588 | BOYAmt |
| EOY | $982,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,588 | BOYAmt |
| EOY | $982,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,031 | BOYAmt |
| EOY | $996,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $96,857 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,027 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS LU 690 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231173153 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $85,500 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $85,500 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $173,781 | PriorYearAmt |
| Current Year | $195,267 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $173,781 | PriorYearAmt |
| Current Year | $195,267 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $107,720 | PriorYearAmt |
| Current Year | $98,410 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $66,061 | PriorYearAmt |
| Current Year | $96,857 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $234,736 | PriorYearAmt |
| Current Year | $219,249 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $644,543 | PriorYearAmt |
| Current Year | $727,133 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $879,279 | PriorYearAmt |
| Current Year | $946,382 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $879,279 | PriorYearAmt |
| Current Year | $946,382 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $13,189 | PriorYearAmt |
| Current Year | $14,196 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $866,090 | PriorYearAmt |
| Current Year | $932,186 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $30,313 | PriorYearAmt |
| Current Year | $32,627 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $30,313 | PriorYearAmt |
| Current Year | $32,627 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $66,061 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $56,152 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $30,313 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $56,152 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $56,152 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $85,500 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $12,810 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $98,310 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $85,500 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $56,152 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 100.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $56,152 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,330 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $316,397 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $56,152 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $260,245 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $98,310 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $98,310 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $358,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $48,355 | ExcessFromYear4Amt |
| Excess From Year3 | $104,330 | ExcessFromYear3Amt |
| Excess From Year2 | $107,560 | ExcessFromYear2Amt |
| Excess From Year1 | $98,310 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH A, PART I, LINE 12, G, (III) | PLUMBERS LOCAL UNION NO. 690 IS THE SUPPORTED ORGANIZATION OF PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND, AND IS EXEMPT FROM FEDERAL TAXATION AS A 501(C)(5) EXEMPT ORGANIZATION. MANDATORY IRS SCHEMA FOR ELECTRONIC FILING AND ACCORDINGLY THE SOFTWARE USED TO PREPARE THIS 990 DOES NOT ALLOW FOR ENTRY OF IRC SECTION 501(C)(5), THE INSTRUCTIONS TO SCHEDULE A REFLECT ENTERING A VALUE FROM 1-10. APPROPRIATE RESPONSES TO FACILITATE ELECTRONIC FILING WERE DISCUSSED WITH AN IRS REPRESENTATIVE TO ALLOW ELECTRONIC FILING, 10 IS ENTERED IN 12,G,(III) IN PART TO REFLECT THAT IT IS THE CLOSEST TO PROPERLY DESCRIBE THE SUPPORTED ORGANIZATION, IF IT WERE A 501(C)(3) ORGANIZATION. |
| SCH A, PART IV, SECTION A ITEM 3B | DURING THE YEAR, THE ORGANIZATION CONFIRMED BASED ON THE SUPPORTED ORGANIZATION'S FORM 990 THAT IT CONTINUES TO BE AN ORGANIZATION AS DESCRIBED IN IRC 501(C)(5). PLUMBERS LOCAL UNION NO. 690 SATISFIES THE PUBLIC SUPPORT TESTS UNDER IRC SECTION 509(A)(2). |
| SCH A, PART IV,SECTION A, LINE 3C | THERE ARE DETAILED REQUIREMENTS FOR APPLICATION AND CRITERIA FOR SELECTION PRIOR TO PROVISION OF SCHOLARSHIP BENEFITS, AS WELL AS OTHER CONTROLS ARE UTILIZED TO ENSURE ALL SUPPORT MEETS THE PURPOSES OF THE FUND. THE MONIES PAID OUT AS BENEFITS ARE USED EXCLUSIVELY FOR THESE PURPOSES. |
| PART IV, SECTION D, LINE 3: | THE SUPPORTED ORGANIZATION APPOINTS HALF OF THE TRUSTEES AND HAS A SIGNIFICANT VOICE IN THE FUND'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE PLAN'S ASSETS. |
| SCH A, PART V, SECTION D, ITEM 6: | PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND PROVIDES SCHOLARSHIPS FOR DEPENDENT CHILDREN OF ACTIVE, RETIRED, DISABLED OR DECEASED UNION MEMBERS ON BEHALF OF THE PLUMBERS LOCAL UNION NO. 690. THE SCHOLARSHIPS ARE PAID DIRECTLY TO QUALIFIED EDUCATIONAL INSTITUTIONS. |
| SCH A, PART V, SECTION D, LINE 8: | PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND PROVIDES SCHOLARSHIPS FOR DEPENDENT CHILDREN OF ACTIVE, RETIRED, DISABLED OR DECEASED UNION MEMBERS ON BEHALF OF THE PLUMBERS LOCAL UNION NO. 690. THE SCHOLARSHIPS ARE PAID DIRECTLY TO QUALIFIED EDUCATIONAL INSTITUTIONS. THIS IS NECESSARY TO CONTINUE AND AVOID THE INTERRUPTION OF THIS IMPORTANT FUNCTION OF THE UNION. |
| THERE ARE DETAILED REQUIREMENTS FOR APPLICATION AND CRITERIA | THE SUPPORTED ORGANIZATION APPOINTS HALF OF THE TRUSTEES AND HAS A SIGNIFICANT VOICE IN THE FUND'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE PLAN'S ASSETS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $181,140 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$14,027 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$14,027 | RevenueNotReportedAmt |
| Revenue Subtotal | $195,167 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $100 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $100 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $195,267 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $98,310 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $98,310 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $100 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $100 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,410 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED APRIL 30, 2023 AND 2022. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (35 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP FOR ATTENDANCE AT ARCADIA UNIVERSITY | 2 | $3,000 |
| SCHOLARSHIP FOR ATTENDANCE AT BLOOMSBURG UNIVERSITY | 2 | $2,250 |
| SCHOLARSHIP FOR ATTENDANCE AT BUCKS COUNTY COMMUNITY COLLEGE | 2 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT CABRINI UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT CAMDEN COUNTY COMMUNITY COLLEGE | 1 | $750 |
| SCHOLARSHIP FOR ATTENDANCE AT DREXEL UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT EAST STROUDSBURG UNIVERSITY | 1 | $750 |
| SCHOLARSHIP FOR ATTENDANCE AT EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT HOLY FAMILY UNIVERSITY | 3 | $4,500 |
| SCHOLARSHIP FOR ATTENDANCE AT IMMACULATA UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT KUTZTOWN UNIVERSITY | 1 | $750 |
| SCHOLARSHIP FOR ATTENDANCE AT LASALLE UNIVERSITY | 3 | $3,750 |
| SCHOLARSHIP FOR ATTENDANCE AT LOYOLA UNIVERSITY MARYLAND | 1 | $750 |
| SCHOLARSHIP FOR ATTENDANCE AT MERCYHURST UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT MILLERSVILLE UNIVERSITY | 2 | $3,000 |
| SCHOLARSHIP FOR ATTENDANCE AT MONTGOMERY COUNTY COMMUNITY COLLEGE | 3 | $3,000 |
| SCHOLARSHIP FOR ATTENDANCE AT MUHLENBERG COLLEGE | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT NEUMANN UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT PENN COLLEGE OF TECHNOLOGY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT PENN STATE UNIVERSITY | 5 | $8,250 |
| SCHOLARSHIP FOR ATTENDANCE AT ROSEMONT COLLEGE | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT ROWAN COLLEGE OF SOUTH JERSEY | 2 | $3,000 |
| SCHOLARSHIP FOR ATTENDANCE AT ROWAN UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT RUTGERS UNIVERSITY-CAMDEN | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT SHIPPENSBURG UNIVERSITY | 1 | $2,250 |
| SCHOLARSHIP FOR ATTENDANCE AT ST. JOSEPH'S UNIVERSITY | 2 | $2,250 |
| SCHOLARSHIP FOR ATTENDANCE AT SUSQUEHANNA UNIVERSITY | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT TEMPLE UNIVERSITY | 7 | $6,000 |
| SCHOLARSHIP FOR ATTENDANCE AT THE CATHOLIC UNVERSITY OF AMERICA | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT THOMAS JEFFERSON UNIVERSITY | 1 | $750 |
| SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF DELAWARE | 3 | $4,500 |
| SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF SCRANTON | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF TENNESSEE | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT VIRGINIA TECH | 1 | $1,500 |
| SCHOLARSHIP FOR ATTENDANCE AT WEST CHESTER UNIVERSITY | 8 | $10,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 5500, PART 1, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PLAN REQUIRES A DEPENDENT OF AN ACTIVE, RETIRED OR DECEASED MEMBER OF THE LOCAL UNION 690 TO COMPLETE AN APPLICATION TO APPLY FOR A SCHOLARSHIP. THE APPLICANT HAS TO PROVIDE, ALONG WITH THEIR APPLICATION, THEIR OFFICIAL HIGH SCHOOL TRANSCRIPTS, WHICH DOCUMENTS THEY WERE ENROLLED IN HIGH SCHOOL WITHIN THE LAST TWO YEARS AND MAINTAINED A CUMULATIVE GPA OF "C OR BETTER, TEST SCORES FROM COLLEGE BOARD TESTING AND A STATEMENT BY THE APPLICANT WITH REASONS FOR APPLYING FOR A SCHOLARSHIP. THE PLAN PAYS AN INDIVIDUAL INDEPENDENT OF THE PLAN TO REVIEW EACH APPLICATION AND THE SUPPORTING DOCUMENTATION FOR EACH APPLICATION TO VERIFY ALL CRITERIA IS MET. THE INDEPENDENT INDIVIDUAL PROVIDES A LIST OF APPLICANTS THAT WERE APPROVED TO RECEIVE A SCHOLARSHIP FOR UP TO TWO SEMESTERS FOR FOUR YEARS. ONCE THE APPLICANT IS APPROVED TO RECEIVE A SCHOLARSHIP, THE PLAN SENDS A CHECK DIRECTLY TO THE APPLICANT'S COLLEGE, UNIVERSITY OR TRADE SCHOOL FOR THAT SEMESTER. THE APPLICANT NEEDS TO PROVIDE A COPY OF EACH SEMESTERS TRANSCRIPTS FROM THE COLLEGE, UNIVERSITY, OR TRADE SCHOOL WHICH DOCUMENTS THE APPLICANT WAS IN GOOD STANDING AND THE PLAN ISSUES A CHECK DIRECTLY TO THE COLLEGE, UNIVERSITY OR TRADE SCHOOL FOR THE NEXT PAYMENT AFTER THE TRANSCRIPT IS RECEIVED AND REVIEWED. THIS WILL CONTINUE FOR UP TO TWO SEMESTERS FOR FOUR YEARS FOR EACH APPLICANT. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE, UNIVERSITY OR TRADE SCHOOL TO BETTER ENSURE THEY ARE APPROPRIATELY BEING USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE PEGRAM | ||||||||||||||
| CO-CHAIRMAN | $0 | $224,360 | $0 | $0 | $0 | $0 | $0 | $112,330 | $0 | $35,076 | $0 | $371,766 | $0 | $0 |
| THOMAS P GOLDEN | ||||||||||||||
| TRUSTEE | $0 | $189,488 | $0 | $0 | $0 | $0 | $0 | $98,377 | $0 | $35,076 | $0 | $322,941 | $0 | $0 |
| THOMAS J MCNULTY | ||||||||||||||
| ADMINISTRATOR | $0 | $187,136 | $0 | $0 | $0 | $3,543 | $0 | $82,669 | $0 | $35,076 | $0 | $308,424 | $0 | $0 |
| JOSEPH P MCMONIGLE | ||||||||||||||
| TRUSTEE | $0 | $165,005 | $0 | $0 | $0 | $0 | $0 | $88,587 | $0 | $35,076 | $0 | $288,668 | $0 | $0 |
| P DARBY DOYLE | ||||||||||||||
| TRUSTEE | $0 | $164,883 | $0 | $0 | $0 | $0 | $0 | $88,556 | $0 | $35,076 | $0 | $288,515 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| THOMAS MCNULTY | |||
| SON OF ADMINISTRATOR | $1,500 | TUITION | SCHOLARSHIP |
| PAIGE DOYLE | |||
| DAUGHTER OF CURRENT TRUSTEE | $2,250 | TUITION | SCHOLARSHIP |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, ITEM 2A: | THE FUND DOES NOT ISSUE W-2S TO ANY EMPLOYEES AND SHARES CERTAIN STAFF WITH ORGANIZATIONS NOT CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED ORGANIZATIONS. ACCORDINGLY, THE FUND'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS INCLUDED IN ADMINISTRATIVE EXPENSES, WHICH IS REPORTED ON THE FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNION HAS THE ABILITY TO APPOINT HALF OF THE TRUSTEES. THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. HAS THE ABILITY TO APPOINT TWO OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING CONTRACTORS ASSOCIATION OF PHILADELPHIA AND VICINITY HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING SUPPLY HOUSE EMPLOYERS ASSOCIATION HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. |
| FORM 990, PART V. ITEM 1A: | NO. REPORTED ON FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS: THE PLAN ANSWERS 0 BECAUSE IT DOES NOT HAVE FORM 1099'S OR FORM 1096 UNDER THE PLAN'S EIN NUMBER, BUT THE PLAN DOES SHARE EXPENSES WITH ORGANIZATIONS NOT CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED. THE SERVICE PROVIDERS THAT ARE SHARED AND PAID ESSENTIALLY THROUGH A COMMON CASH ACCOUNT AND THE FORM 1096 AND FORM 1099'S ARE FILED THROUGH THE ACCOUNT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PLUMBERS LU 690 SUPPLEMENTAL RETIREMENT PLAN | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 232487320 | TO PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS | PA | 401(A) | N/A | 0 |
| PLUMBERS LOCAL UNION NO 690 | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 231173153 | TO PROMOTE UNION MEMBERS AND PLUMBING TRADE | PA | 501(C)(5) | N/A | 0 |
| PEN PLAN FOR EMPLOYEES OF PLUMBERS LU NO 690 BENEFIT PLANS | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 236405018 | TO PROVIDE PENSION BENEFITS TO EMPLOYEES OF THE BENEFIT FUND OFFICE | PA | 401(A) | N/A | 0 |
| PLUMBERS LOCAL UNION NO 690 HEALTH PLAN | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 231512313 | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS | PA | 501(C)(9) | N/A | 0 |
| PLUMBERS LOCAL UNION NO 690 VACATION FUND | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 232085471 | TO PROVIDE VACATION BENEFITS TO PARTICIPANTS | PA | 501(C)(9) | N/A | 0 |
| PLUMBERS LOCAL UNION NO 690 PENSION PLAN | |||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 236405018 | TO PROVIDE PENSION BENEFITS TO PARTICIPANTS | PA | 401(A) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |