2022-03-31T13:35:19-05:00 2021-05-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-06-01 391243479 PLUMBING & PIPEFITTING EDUCATIONAL PROGRAM PLUM 9204620400 3515 N BALLARD ROAD NO D APPLETON WI 549118988 JEFFREY GAECKE SECRETARY/TREASURER 9207343148 2022-03-29 1 JEFFREY GAECKE 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-03-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY GAECKE 3515 N BALLARD ROAD NO D APPLETON WI 549118988 3197163 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 33376 117313 2510592 2954292 20423 11188 147622 108832 2712013 3191625 0 0 0 0 0 0 0 0 0 2616288 2970000 2616288 2970000 95725 221625 1927727 2368399 306761 497425 1620966 1870974 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 0 0 2705394 3063124 PROVIDE SCHOOLING/TRAINING FOR JOURNEYMEN AND APPRENTICES IN THE PLUMBING TRADE AND RELATED INDUSTRIES. 2705394 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 3 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 JOSEPH BRENNER TRUSTEE 1.00 X 0 0 0 JOHN PANETTI TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE SECRETARY/TREASURER 5.00 X X 0 0 0 DAN EBERT 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 MIKE KRANZUSH TRUSTEE 1.00 X 0 0 0 JEFF GYRION ALTERNATE TRUSTEE 1.00 X 0 0 0 KIRK RADEMAKER ALTERNATE TRUSTEE 1.00 X 0 0 0 TREVOR MARTIN CHAIRMAN 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 42230 75083 117313 EMPLOYER CONTRIBUTIONS 900099 2954292 2954292 2954292 16726 16726 5538 -5538 -5538 -5538 FVTC REIMBURSEMENTS 900099 87546 87546 MISCELLANEOUS INCOME 900099 21286 21286 108832 3191625 3063124 0 11188 X 43000 43000 15911 15911 7084 7084 8000 8000 20185 20185 33296 33296 402602 402602 7731 7731 69956 69956 4715 4715 EDUCATION COORDINATOR F 1240728 1240728 INSTRUCTOR FEES 248885 248885 SUPPLIES AND INSTRUCTIO 223251 223251 EMPLOYER REIMBURSEMENT 181244 181244 463412 408684 54728 2970000 2705394 264606 0 3891 36115 1311240 1558596 240655 280164 13089 8564 169 379 809344 332513 358683 476831 7750 1927727 2368399 306761 497425 306761 497425 X 1620966 1870974 1620966 1870974 1927727 2368399 221625 28383 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 809344 332513 476831 476831 X 3212924 28383 28383 3184541 7084 7084 3191625 2962916 0 2962916 7084 7084 2970000 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 INTERNATIONAL TRAINING FUND: PROGRAM SERVICE EXPENSES 173,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,292. TUITION AND REIMBURSEMENT: PROGRAM SERVICE EXPENSES 114,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,250. TESTING: PROGRAM SERVICE EXPENSES 60,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,552. MCA-UA DRUG PROGRAM: PROGRAM SERVICE EXPENSES 54,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,826. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,746. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,746. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,982. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,982. UA WELDING CERTIFICATION: PROGRAM SERVICE EXPENSES 5,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,530. INSTRUCTORS AND SPECIAL SKILLS TRAINING: PROGRAM SERVICE EXPENSES 125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125. GRADUATION BANQUET: PROGRAM SERVICE EXPENSES 109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109.