2024-04-12T12:33:33-05:00 2023-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-06-01 391243479 PLUMBING & PIPEFITTING EDUCATIONAL PROGRAM PLUM 9204620400 3515 N BALLARD ROAD D APPLETON WI 549118988 JEFFREY GAECKE SECRETARY/TREASURER 9207343148 2024-04-11 1 JEFFREY GAECKE 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2024-04-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY GAECKE 3515 N BALLARD ROAD D APPLETON WI 549118988 3592193 0 X N/A X UNION EDUCATIONAL PROGRAM 1965 WI PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN PLUMBING TRADE AND RELATED INDUSTRIES. 10 10 0 10 0 0 59061 175369 2619393 3247655 25198 3187 134795 144083 2838447 3570294 0 0 0 0 0 0 0 0 0 3014818 3231999 3014818 3231999 -176371 338295 1943738 2323428 368382 438157 1575356 1885271 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 0 0 2958541 3391738 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 2958541 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JEFFREY GAECKE 9207343148 3315 NORTH BALLARD ROAD - SUITE D APPLETON WI 549118988 X TREVOR MARTIN CHAIRMAN (THRU 1/30/23) 1.00 X X 0 0 0 JEFFREY GAECKE SECRETARY/TREASURER 5.00 X X 0 0 0 JOSEPH BRENNER TRUSTEE 1.00 X 0 0 0 SCOTT WENGER TRUSTEE 1.00 X 0 0 0 JEREMY MYERS TRUSTEE 1.00 X 0 0 0 ADAM KOENIGS TRUSTEE 1.00 X 0 0 0 SCOTT KREJCAREK TRUSTEE 1.00 X 0 0 0 MATT STOOP TRUSTEE 1.00 X 0 0 0 JEFF GYRION ALTERNATE TRUSTEE 1.00 X 0 0 0 NICK REITZNER ALTERNATE TRUSTEE 1.00 X 0 0 0 DOUG DOKEY CHAIRMAN (FROM 1/30/23) 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 34096 141273 175369 EMPLOYER CONTRIBUTIONS 900099 3247655 3247655 3247655 25086 25086 21899 -21899 -21899 -21899 FVTC REIMBURSEMENTS 900099 106428 106428 MISCELLANEOUS INCOME 900099 37655 37655 144083 3570294 3391738 0 3187 X 47500 47500 16593 16593 7054 7054 9125 9125 25858 25858 71336 71336 402602 402602 18448 18448 73169 73169 4375 4375 EDUCATION COORDINATOR F 1330860 1330860 INSTRUCTOR FEES 308519 308519 SUPPLIES AND INSTRUCTIO 213004 213004 INTERNATIONAL TRAINING 179911 179911 523645 523645 3231999 2958541 273458 0 34729 10311 1169868 1246689 302870 500459 13313 17841 1632 904 857374 315686 414683 541688 6643 5536 1943738 2323428 368382 438157 368382 438157 X 1575356 1885271 1575356 1885271 1943738 2323428 338295 -28381 1 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 857374 315686 541688 541688 X 3534859 -28381 -28381 3563240 7054 7054 3570294 3224945 0 3224945 7054 7054 3231999 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED OCTOBER 2, 2015, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE PROGRAM QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") EFFECTIVE JULY 20, 2015 AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. PRIOR TO JULY 20, 2015, THE IRS RULED THAT THE PROGRAM QUALIFIED UNDER SECTION 501 (C)(5) OF THE IRC AND WAS, THEREFORE, NOT SUBJECT TO TAX. THE PROGRAM IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. U.S. GAAP REQUIRES PROGRAM MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PROGRAM AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PROGRAM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PROGRAM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PROGRAM'S RACIALLY NONDISCRMINIATORY POLICY IS PUBLICIZED ANNUALLY THROUGH PUBLICATION IN REGIONAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE PROGRAM HAS RECEIVED REIMBURSEMENTS FROM THE STATE OF WISCONSIN. WISCONSIN'S APPRENTICESHIP COMPLETION AWARD PROGRAM (ACAP) REIMBURSES A MAXIMUM OF $1,000 FOR UP TO 25% OF THE TUITION, BOOKS, MATERIALS, AND OTHER COURSE FEES ASSOCIATED WITH THE RELATED INSTRUCTION COSTS OF A COMPLETED WISCONSIN APPRENTICE CONTRACT. FORM 990, PART VI, SECTION A, LINE 7A THE UNION AND ASSOCIATION APPOINT EMPLOYEE AND EMPLOYER TRUSTEES FOR THE COMMITTEE THAT OVERSEES THE EDUCATION PROGRAM. THE UNION OR ASSOCIATION SELECTS SUCCESSOR TRUSTEES WHENEVER A VACANCY OCCURS AMONG THE REPRESENTATIVES APPOINTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER AND COMMITTEE CHAIRMAN BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PROGRAM REQUIRES EACH DIRECTOR/TRUSTEE, PRINCIPAL OFFICER, AND COMMITTEE MEMBER TO PROVIDE AN ANNUAL SIGNED CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION IS MAINTAINED AT THE OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART IX, LINE 24E EMPLOYER REIMBURSEMENT: PROGRAM SERVICE EXPENSES 179,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179,629. TUITION AND REIMBURSEMENT: PROGRAM SERVICE EXPENSES 122,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,681. MCA-UA DRUG PROGRAM: PROGRAM SERVICE EXPENSES 64,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,266. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 60,040. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,040. TESTING: PROGRAM SERVICE EXPENSES 58,474. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,474. UA WELDING CERTIFICATION: PROGRAM SERVICE EXPENSES 19,621. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,621. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 18,934. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,934.