STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST (EIN 13-4015609)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-14
IRS object ID
201423189349300607
Schema version
2013v3.1
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)
Return2014-11-14T04:40:55-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DMI BOOKKEEPING & ACCOUNTING SERVICESBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 WHITE PLAINS ROADAddressLine1
CityEASTCHESTERCity
StateNYState
ZIP Code10709ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

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 COMMITTEBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone9147377220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1
CityPEEKSKILLCity
StateNYState
ZIP Code10566ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK PALENPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone9147377220PhoneNum
Signature2014-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M BISULCAPreparerPersonNm
Phone9143953598PhoneNum
Preparation2014-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

FieldValueIRS element (for citing)
Business Name Line1FRANK PALENBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1
CityPEEKSKILLCity
StateNYState
ZIP Code10566ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$90,761GrossReceiptsAmt
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$102,408PYProgramServiceRevenueAmt
CY Program Service Revenue$90,761CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$102,408PYTotalRevenueAmt
CY Total Revenue$90,761CYTotalRevenueAmt
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$78,993PYOtherExpensesAmt
CY Other Expenses$43,436CYOtherExpensesAmt
PY Total Expenses$78,993PYTotalExpensesAmt
CY Total Expenses$43,436CYTotalExpensesAmt
PY Revenues Less Expenses$23,415PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$47,325CYRevenuesLessExpensesAmt
Total Assets BOY$58,312TotalAssetsBOYAmt
Total Assets EOY$105,637TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$58,312NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$105,637NetAssetsOrFundBalancesEOYAmt
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 RequiredYes (true)ScheduleJRequiredInd
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 Document2IRPDocumentCnt
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)
PersonROBERT PHILPPersonNm
Phone9147372166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1
CityPEEKSKILLCity
StateNYState
ZIP Code10566ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOSEPH DULLEA
TRUSTEE5.00Yes (X)$0$119,897$5,874
ROBERT COURTIEN
TRUSTEE5.00Yes (X)$0$0$0
ROBERT PHILP
TRUSTEE5.00Yes (X)$0$132,691$9,536Yes (X)
THOMAS NOCKET
TRUSTEE5.00Yes (X)$0$0$0
JOHN DIMICELI
TRUSTEE5.00Yes (X)$0$0$0
BRUCE LINDENBAUM
TRUSTEE5.00Yes (X)$0$0$0
GRANT COPPOLA
TRUSTEE5.00Yes (X)$0$0$0
REINALDO DIAZ
TRUSTEE5.00Yes (X)$0$119,896$6,099
FRANK PALEN
TRUSTEE5.00Yes (X)$0$119,897$6,458
THOMAS CAREY
TRUSTEE5.00Yes (X)$0$119,896$5,786
SEAN CAREY
TRUSTEE5.00Yes (X)$0$119,896$6,024Yes (X)
THOMAS W O'BRIEN
TRUSTEE5.00Yes (X)$0$119,896$5,297
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$852,069TotReportableCompRltdOrgAmt
Total Other Compensation$45,074TotalOtherCompensationAmt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS PER CONTRACTDesc
Business900099BusinessCd
Total Revenue Column$90,761TotalRevenueColumnAmt
Exclusion$90,761ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$90,761TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,761TotalRevenueColumnAmt
Exclusion$90,761ExclusionAmt

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$2,105TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Contributions$1,363
Publicity/Ads$6,630
Testimonials$11,825
Dues & Subscriptions$4,634

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,010TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,436TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,312BOYAmt
EOY$105,637EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,312BOYAmt
EOY$105,637EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$58,312BOYAmt
EOY$105,637EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,312BOYAmt
EOY$105,637EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,312BOYAmt
EOY$105,637EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$47,325ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
ROBERT PHILP
$132,691$132,691
SEAN CAREY
$119,896$119,896

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 6THE ORGANIZATION HAS MEMBERS.
Pt VI, Line 7bDECISIONS ARE MADE BY THE BOARD OF TRUSTEES.
Pt VI, Line 8aMINUTES ARE RECORDED AT EACH TRUSTEES MEETING.
Pt VI, Line 8bDECISIONS ARE RECORDED AT EACH TRUSTEES MEETING.
Pt VI, Line 11aFORM 990 IS DISTRIBUTED TO EACH TRUSTEE FOR REVIEW BEFORE FILING
Pt VI, Line 12cCOMPLIANCE WITH POLICIES ARE REVIEWED AT TRUSTEE MEETINGS.
Pt VI, Line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
Pt VI, Line 10bPOLICIES AND PROCEDURES ARE IN WRITING
Pt VI, Line 7aTHE ORGANIZATION HAS MEMBERS THAT ELECT BOARD OF TRUSTEES
Pt VI, Line 11bFORM 990 IS DISTRIBUTED TO BOARD OF TRUSTEES FOR REVIEW AND APPROVAL.
Form 990EZ, Part I, Line 16CONTRIBUTIONS PUBLICITY/ADS TESTIMONIALS
Form 990, Part IX, Line 24fPROMOTIONAL 2010.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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