STRATEGY STUDIO / PUBLIC DATA EXPLORER

PLUMBERS LOCAL UNION NO 690 SCHOLARSHIP FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL UNION NO 690 SCHOLARSHIP FUND (EIN 41-2064526)
Tax period
2012-05-01 to 2013-04-30
Filed
2014-03-14
IRS object ID
201420739349300227
Schema version
2012v2.1
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)
Timestamp2014-03-14T15:07:46-05:00Timestamp
Tax Period End Date2013-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232586736EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL A WINTERS & COMPANY CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16 DICKINSON DR STE 205AddressLine1
CityCHADDS FORDCity
StatePAState
ZIP Code19317ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN412064526EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LOCAL UNION NO 690BusinessNameLine1
Business Name Line2THOMAS J MCNULTY ANNUAL SCHOLARSHIP FDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlPLUMNameControl
Phone2156776900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541296ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS J MCNULTYName
TitleADMINISTRATORTitle
Phone2156776900Phone
Date Signed2014-03-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCRAIG D WINTERS CPAName
PTINP00154131PTIN
Phone6103582000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTHOMAS J MCNULTYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541296ZIPCode
FieldValueIRS element (for citing)
Gross Receipts58191GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation2003YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERS, THROUGH EMPLOYER CONTRIBUTIONS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year57117ProgramServiceRevenuePriorYear
Program Service Revenue CY58191ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year57117TotalRevenuePriorYear
Total Revenue Current Year58191TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year67500BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY66000BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year5383OtherExpensePriorYear
Other Expenses Current Year5984OtherExpensesCurrentYear
Total Expenses Prior Year72883TotalExpensesPriorYear
Total Expenses Current Year71984TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-15766RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-13793RevenuesLessExpensesCY
Total Assets BOY547509TotalAssetsBOY
Total Assets EOY533933TotalAssetsEOY
Total Liabilities BOY4883TotalLiabilitiesBOY
Total Liabilities EOY5100TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY542626NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY528833NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense66884Expense
Revenue58191Revenue
DescriptionTHE 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.Description
Total Program Service Expense66884TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THOMAS J MCNULTY ADMINISTRATORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2156776900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541296ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JOHN I KANE
CO-CHAIRMAN1.0039.00X0156537119213
TIMOTHY J BRINK
CO-CHAIRMAN1.00X000
FRANCIS X GOLDEN SR
TRUSTEE1.00X000
THOMAS J CROWTHER
TRUSTEE1.004.00X0114586608
HOWARD WEINSTEIN
TRUSTEE1.00X000
WALTER KRZYZANOWSKI
TRUSTEE1.00X000
THOMAS P GOLDEN
TRUSTEE1.0039.00X0115480100724
THOMAS J MCNULTY
TRUSTEE/ADMINISTRATOR1.004.00X01312111101X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs296596TotalReportableCompFrmRltdOrgs
Total Other Compensation237646TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRECEIPTS FROM EMPLOYERDescription
Business Code525100BusinessCode
Total Revenue Column58191TotalRevenueColumn
Related Or Exempt Function Income58191RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue58191TotalProgramServiceRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column58191TotalRevenueColumn
Related Or Exempt Function Income58191RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total66000Total
Program Services66000ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total384Total
Program Services384ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADMIN EXPENSEDescription
Total5600Total
Program Services500ProgramServices
Management And General5100ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total71984Total
Program Services66884ProgramServices
Management And General5100ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY541296BOY
EOY528176EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6213BOY
EOY5757EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY547509BOY
EOY533933EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4883BOY
EOY5100EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4883BOY
EOY5100EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY542626BOY
EOY528833EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY542626BOY
EOY528833EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY547509BOY
EOY533933EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-13793ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee0AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Non FuncXSupportingOrg509a3Type3NonFunc
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LU 690BusinessNameLine1
FieldValueIRS element (for citing)
EIN231173153EIN
Type Of Organization501(C)(5)TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt58191TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal58191RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99058191TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt71984TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal71984ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99071984TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationASC 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, 2013 OR 2012. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2010.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (40 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
UNIVERSITY OF PITTSBURGH21000
INDIANNA UNIVERSITY OF PENNSYLVANIA1500
COMMUNITY COLLEGE OF PHILADELPHIA21000
WEST VIRGINIA UNIVERSITY1500
XAVIER UNIVERSITY21000
WEST CHESTER UNIVERSITY168000
CABRINI COLLEGE21000
TEMPLE UNIVERSITY84000
RUTGERS UNIVERSITY31500
SAINT JOSEPH'S UNIVERSITY1500
ROWAN UNIVERSITY73500
PENN STATE UNIVERSITY168000
HIGH POINT UNIVERSITY21000
ARCADIA UNIVERSITY42000
DREXEL UNIVERSITY42000
RIDER UNIVERSITY1500
LASALLE UNIVERSITY52500
STOCKTON COLLEGE21000
BURLINGTON COUNTY COLLEGE52500
BOSTON COLLEGE31500
BLOOMSBURG UNIVERSITY42000
GWYNEDD MERCY COLLEGE42000
LOCK HAVEN UNIVERSITY1500
ITHACA COLLEGE21000
ROSEMONT COLLEGE21000
MILLERSVILLE UNIVERSITY1500
DICKINSON COLLEGE21000
FLORIDA STATE UNIVERSITY21000
COASTAL CAROLINA UNIVERSITY1500
DUQUESNE UNIVERSITY31500
DELAWARE COUNTY COMMUNITY COLLEGE42000
UNIVERSITY OF THE SCIENCES OF PHILADELPHIA21000
COPPIN STATE UNIVERSITY1500
CLARION UNIVERSITY21000
PRINCETON UNIVERSITY21000
HOLY FAMILY UNIVERSITY21000
EDINBORO UNIVERSITY21000
HARTWICK COLLEGE21000
MCDANIEL COLLEGE42000
UNIVERSITY OF DELAWARE21000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationPART I, LINE 2: 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 THAT SEMESTER 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN I KANE
CO-CHAIRMAN01541010002436090233028980027575000
THOMAS P GOLDEN
TRUSTEE01133310002149071743028981021620400

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Relationship With OrganizationRelationshipWithOrganizationAmount Of GrantAmountOfGrantType Of AssistanceTypeOfAssistancePurpose Of AssistancePurposeOfAssistance
SAMANTHA KANE
DAUGHTER OF CURRENT TRUSTEE1000TUITIONSCHOLARSHIP
KIMBERLY CROWTHER
NIECE OF CURRENT TRUSTEE1000TUITIONSCHOLARSHIP

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC.
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 REPORTED ON THE FORM 990.
FORM 990, PART V, ITEM 1A:NO. REPORTED ON FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMTAION RETURNS: THE PLAN ANSWERS 0 BECUASE IT DOES NOT HAVE FOR 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 ADN THE FORM 1096 AND FORM 1099'S ARE FILED THROUGH THE ACCOUNT.
FORM 990, PART VII, SECTION A:THOMAS J. MCNULTY, ADMINISTRATOR, WORKS AN AVERAGE OF 4 HOURS PER WEEK WORKING FOR THE RELATED ORGANIZATION. THOMAS J. CROWTHER WORKS AN AVERAGE OF 4 HOURS PER WEEK WORKING FOR THE RELATED ORGANIZATION. FOR THOSE TRUSTEES ( JOHN I. KANE, TIMOTHY J. BRINK AND HOWARD WEINSTEIN) WHO SERVE A SIMILAR CAPACITY AS TRUSTEES FOR THE RELATED ORGANIZATION, THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATION IS 1 HOUR. THE TRUSTEES (JOHN I. KANE AND THOMAS P. GOLDEN) THAT ARE EMPLOYED BY PLUMBERS LOCAL UNION NO. 690, A RELATED ORGANIZATION, WORK FULL-TIME AT THE RELATED ORGANIZATION. THE FUND'S REASONABLE EFFORTS TO OBTAIN INFORMATION INCLUDED SENDING TO THE APPROPRIATE PERSONS (E.G. THOSE LISTED ON FORM 990, PART VII, SECTION A), A QUESTIONNAIRE ALONG WITH APPROPRIATE INSTRUCTIONS AND DEFINITIONS, AS DESCRIBED IN THE INSTRUCTIONS TO THE FORM 990 AS EXAMPLES OF REASONABLE EFFORT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
PLUMBERS LU 690 SUPPLEMENTAL RETIREMENT PLAN
2791 SOUTHAMPTON ROADPHILADELPHIAPA19154232487320TO PROVIDE PENSION BENEFITS TO ITS PARTICIPANTSPA401(A)N/A0
PLUMBERS LOCAL UNION NO 690
2791 SOUTHAMPTON ROADPHILADELPHIAPA19154231173153TO PROMOTE UNION MEMBERS AND PLUMBING TRADEPA501(C)(5)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg