2023-04-17T18:17:52-05:00 2022-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2021-06-01 391243479 PLUMBING & PIPEFITTING EDUCATIONAL PROGRAM PLUM 9204620400 3515 N BALLARD ROAD D APPLETON WI 549118988 JEFFREY GAECKE SECRETARY/TREASURER 9207343148 2023-04-17 1 JEFFREY GAECKE 999009999 BRIDGETTE MUGGE P00671418 2627549400 2023-04-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JEFFREY GAECKE 3515 N BALLARD ROAD D APPLETON WI 549118988 2838447 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 117313 59061 2954292 2619393 11188 25198 108832 134795 3191625 2838447 0 0 0 0 0 0 0 0 0 2970000 3014818 2970000 3014818 221625 -176371 2368399 1943738 497425 368382 1870974 1575356 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 0 0 2753002 2754188 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 2753002 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 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 0 0 0 0 0 0 0 0 47061 12000 59061 EMPLOYER CONTRIBUTIONS 900099 2619393 2619393 2619393 25198 25198 FVTC REIMBURSEMENTS 900099 99631 99631 MISCELLANEOUS INCOME 900099 35164 35164 134795 2838447 2754188 0 25198 X 45000 45000 11447 11447 6443 6443 7443 7443 18500 18500 74002 74002 402602 402602 20644 20644 72297 72297 6040 6040 EDUCATION COORDINATOR F 1328872 1328872 INSTRUCTOR FEES 237734 237734 SUPPLIES AND INSTRUCTIO 232286 232286 INTERNATIONAL TRAINING 156007 156007 395501 395501 3014818 2753002 261816 0 36115 34729 1558596 1169868 280164 302870 8564 13313 379 1632 816222 401539 476831 414683 7750 6643 2368399 1943738 497425 368382 497425 368382 X 1870974 1575356 1870974 1575356 2368399 1943738 -176371 -119247 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 816222 401539 414683 414683 X 2712757 -119247 -119247 2832004 6443 6443 2838447 3008375 0 3008375 6443 6443 3014818 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. 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 143,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,325. TUITION AND REIMBURSEMENT: PROGRAM SERVICE EXPENSES 115,022. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,022. TESTING: PROGRAM SERVICE EXPENSES 47,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,915. MCA-UA DRUG PROGRAM: PROGRAM SERVICE EXPENSES 44,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,722. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 36,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,146. UA WELDING CERTIFICATION: PROGRAM SERVICE EXPENSES 6,245. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,245. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 2,126. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,126.