STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST (EIN 13-4015609)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-09-29
IRS object ID
201812729349300501
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-09-29T07:59:00-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DMI BOOKKEEPING & ACCOUNTING SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 WHITE PLAINS ROADAddressLine1Txt
CityEASTCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10709ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134015609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTCHESTER & PUTNAM PLUMBERS & STEAMFITTERS IND LABOR MGMNT CO-OP COMMITTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone9147377220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK PALENPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone9147377220PhoneNum
Signature2018-09-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M BISULCAPreparerPersonNm
PTINP00848187PTIN
Phone9143953598PhoneNum
Preparation2018-09-29PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.188.166.175IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-29IPDt
IP Tm07:58:50IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id66C601BED037FA3318583DD86149F574E61D0C2EAtSubmissionCreationDeviceId
At Submission Filing Device Id66C601BED037FA3318583DD86149F574E61D0C2EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK PALENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$146,202GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1998FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionIMPROVEMENT OF LABOR/MGT RELATIONSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$99,721PYProgramServiceRevenueAmt
CY Program Service Revenue$146,202CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$99,721PYTotalRevenueAmt
CY Total Revenue$146,202CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$134,431PYOtherExpensesAmt
CY Other Expenses$117,240CYOtherExpensesAmt
PY Total Expenses$134,431PYTotalExpensesAmt
CY Total Expenses$117,240CYTotalExpensesAmt
PY Revenues Less Expenses-$34,710PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$28,962CYRevenuesLessExpensesAmt
Total Assets BOY$29,824TotalAssetsBOYAmt
Total Assets EOY$59,786TotalAssetsEOYAmt
Total Liabilities EOY$1,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,824NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$58,786NetAssetsOrFundBalancesEOYAmt
MissionIMPROVEMENT OF LABOR/MGT RELATIONSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescN/ADesc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFRANK PALENPersonNm
Phone9147372166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSEPH DULLEA
TRUSTEE5.00Yes (X)$0$126,890$2,600
ROBERT COURTIEN
TRUSTEE5.00Yes (X)$0$0$0
JOHN DIMICELI
TRUSTEE5.00Yes (X)$0$0$0
GRANT COPPOLA
TRUSTEE5.00Yes (X)$0$0$0
REINALDO DIAZ
TRUSTEE5.00Yes (X)$0$126,890$2,600
FRANK PALEN
TRUSTEE5.00Yes (X)$0$140,010$5,200
THOMAS CAREY
TRUSTEE5.00Yes (X)$0$126,890$2,600
THOMAS W O'BRIEN
TRUSTEE5.00Yes (X)$0$126,890$2,600
JAMES ESTABROOK
TRUSTEE5.00Yes (X)$0$0$0
MARK WHALEN
TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$647,570TotReportableCompRltdOrgAmt
Total Other Compensation$15,600TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS PER CONTRACTDesc
Business900099BusinessCd
Total Revenue Column$146,202TotalRevenueColumnAmt
Exclusion$146,202ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$146,202TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$146,202TotalRevenueColumnAmt
Exclusion$146,202ExclusionAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,869TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,835TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Contributions$8,775
Publicity/Ads$25,105
Testimonials$28,445
Dues & Subscriptions$4,757

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$31,454TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$117,240TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,824BOYAmt
EOY$59,786EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,824BOYAmt
EOY$59,786EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$1,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,000EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$29,824BOYAmt
EOY$58,786EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,824BOYAmt
EOY$58,786EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,824BOYAmt
EOY$59,786EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$28,962ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 6THE ORGANIZATION HAS MEMBERS.
Pt VI, Line 7bDECISIONS ARE VOTED ON BY THE BOARD OF TRUSTEES.
Pt VI, Line 8aMINUTES ARE RECORDED AT EACH TRUSTEE MEETING.
Pt VI, Line 8bDECISIONS ARE RECORDED AT EACH TRUSTEE MEETING.
Pt VI, Line 11bFORM 990 IS DISTRIBUTED TO EACH TRUSTEE FOR REVIEW BEFORE FILING.
Pt VI, Line 12cCOMPLIANCE WITH POLICIES ARE DISCUSSED AT TRUSTEE MEETINGS.
Pt VI, Line 19THE ORGANIZATION MAKES DOCUMENTS, POLICIES AND FINANCIALS AVAILABLE TO THE PUBLIC UPON REQUEST.
Pt VI, Line 10bPOLICIES & PROCEDURES ARE IN WRITING.
Pt VI, Line 7aTHE ORGANIZATION HAS MEMBERS THAT ELECT BOARD OF TRUSTEES.
Form 990EZ, Part I, Line 16Contributions
Form 990EZ, Part I, Line 16Publicity/Ads
Form 990EZ, Part I, Line 16Testimonials
Form 990, Part IX, Line 24ePromotional 31454.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
PLUMBERS & STEAMFITTERS LO 21 PENSION FUND
1024 MCKINLEY STREETPEEKSKILLNY10566131847042PROVIDE PENSION BENEFITS TO MEMBERS WHO PARTICPIATE IN THE UNION.NY
PLUMBERS & STEAMFITTERS LO 21 PENSION FUND ZONE II
1024 MCKINLEY STREETPEEKSKILLNY10566146092681PROVIDE PENSION BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.NY
PLUMBERS & STEAMFITTERS LO 21 WELFARE FUND
1024 MCKINLEY STREETPEEKSKILLNY10566134017983PROVIDES WELFARE BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.NY501(C)(9)
PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY FUND
1024 MCKINLEY STREETPEEKSKILLNY10566136320256PROVIDES ANNUITY BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLANNY
PLUMNERS & STEAMFITTERS LOCAL 21
1024 MCKINLEY STREETPEEKSKILLNY10566133964242PROVIDES JOB OPPORTUNITIES YO UNION MEMEBERS.NY501(C)(9)
PLUMBERS & STEAMFITTERS LOCAL 21 EDUCATION FUND
1024 MCKINLEY STREETPEEKSKILLNY10566134015617TO PROVIDE EDUCATION & TRAINING TO MEMEBERS THAT PARTICIPATE IN THE PLAN.NY501(C)(5)
PLUMBERS & STEAMFITTERS LOCAL 21 VACATION FUND
1024 MCKINLEY STREETPEEKSKILLNY10566134015614PROVIDES VACATION BEMEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.NY501(C)(9)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd