WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WEST-PUT PLUMBERS & STEAMFITTERS IND LABOR MGMT COOP COM TRUST (EIN 13-4015609)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-10-11
IRS object ID: 201322849349300047
Schema version: 2012v2.0
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
Form 990
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-11T13:08:38-07:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DMI BOOKKEEPING & ACCOUNTING SERVICES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	575 WHITE PLAINS ROAD	AddressLine1
City	EASTCHESTER	City
State	NY	State
ZIP Code	10709	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	134015609	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WESTCHESTER & PUTNAM PLUMBERS & STEAMFITTERS IND LABOR MGMNT CO-OP COMMITTE	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WEST	NameControl
Phone	9147377220	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1024 MCKINLEY STREET	AddressLine1
City	PEEKSKILL	City
State	NY	State
ZIP Code	10566	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT PHILP	Name
Title	TRUSTEE	Title
Phone	9147377220	Phone
Date Signed	2013-10-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DIANE M BISULCA	Name
Phone	9143953598	Phone
Date Prepared	2013-10-11	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT PHILP	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1024 MCKINLEY STREET	AddressLine1
City	PEEKSKILL	City
State	NY	State
ZIP Code	10566	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	102408	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	N/A	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1998	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	IMPROVEMNT OF LABOR/MGT RELATIONS	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	12	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	81953	ProgramServiceRevenuePriorYear
Program Service Revenue CY	102408	ProgramServiceRevenueCY
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	81953	TotalRevenuePriorYear
Total Revenue Current Year	102408	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	71959	OtherExpensePriorYear
Other Expenses Current Year	78993	OtherExpensesCurrentYear
Total Expenses Prior Year	71959	TotalExpensesPriorYear
Total Expenses Current Year	78993	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	9994	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	23415	RevenuesLessExpensesCY
Total Assets BOY	34897	TotalAssetsBOY
Total Assets EOY	58312	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	34897	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	58312	NetAssetsOrFundBalancesEOY
Mission Description	IMPROVEMNT OF LABOR/MGT RELATIONS	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	N/A	Description
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROBERT PHILP	NamePerson
Telephone Number	9147372166	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1024 MCKINLEY STREET	AddressLine1
City	PEEKSKILL	City
State	NY	State
ZIP Code	10566	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
JOSEPH DULLEA
TRUSTEE	5.00	X	0	116870	7025
ROBERT COURTIEN
TRUSTEE	5.00	X	0	0	0
ROBERT PHILP
TRUSTEE	5.00	X	0	128835	9644
THOMAS NOCKET
TRUSTEE	5.00	X	0	0	0
JOHN DIMICELI
TRUSTEE	5.00	X	0	0	0
BRUCE LINDENBAUM
TRUSTEE	5.00	X	0	0	0
GRANT COPPOLA
TRUSTEE	5.00	X	0	0	0
REINALDO DIAZ
TRUSTEE	5.00	X	0	116870	7337
FRANK PALEN
TRUSTEE	5.00	X	0	116870	7252
THOMAS CAREY
TRUSTEE	5.00	X	0	116870	6644
SEAN CAREY
TRUSTEE	5.00	X	0	115768	6812
THOMAS W O'BRIEN
TRUSTEE	5.00	X	0	116870	4600

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	828953	TotalReportableCompFrmRltdOrgs
Total Other Compensation	49314	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	CONTRIBUTIONS PER CONTRACT	Description
Business Code	900099	BusinessCode
Total Revenue Column	102408	TotalRevenueColumn
Exclusion	$102,408	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	102408	TotalProgramServiceRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	102408	TotalRevenueColumn
Exclusion	$102,408	ExclusionAmount

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	6500	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	2000	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5902	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	2400	Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal
Contributions	20530
Publicity/Ads	9274
Testimonials	14555
Dues & Subscriptions	9744

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	8088	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	78993	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	34897	BOY
EOY	58312	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	34897	BOY
EOY	58312	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	34897	BOY
EOY	58312	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	34897	BOY
EOY	58312	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	34897	BOY
EOY	58312	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	23415	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 6	THE ORGANIZATION HAS MEMBERS.
Pt VI, Line 7b	DECISIONS ARE MADE BY THE BOARD OF TRUSTEES.
Pt VI, Line 8a	MINUTES ARE RECORDED AT EACH TRUSTEES MEETING.
Pt VI, Line 8b	DECISIONS ARE RECORDED AT EACH TRUSTEES MEETING.
Pt VI, Line 11a	FORM 990 IS DISTRIBUTED TO EACH TRUSTEE FOR REVIEW BEFORE FILING
Pt VI, Line 12c	COMPLIANCE WITH POLICIES ARE REVIEWED AT TRUSTEE MEETINGS.
Pt VI, Line 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
Pt VI, Line 10b	POLICIES AND PROCEDURES ARE IN WRITING
Pt VI, Line 7a	THE ORGANIZATION HAS MEMBERS THAT ELECT BOARD OF TRUSTEES
Pt VI, Line 11b	FORM 990 IS DISTRIBUTED TO BOARD OF TRUSTEES FOR REVIEW AND APPROVAL.
Form 990EZ, Part I, Line 16	CONTRIBUTIONS PUBLICITY/ADS TESTIMONIALS
Form 990, Part IX, Line 24f	PROMOTIONAL 8088.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection
PLUMBERS & STEAMFITTERS LO 21 PENSION FUND
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	131847042	PROVIDE PENSION BENEFITS TO MEMBERS WHO PARTICPIATE IN THE UNION.	NY
PLUMBERS & STEAMFITTERS LO 21 PENSION FUND ZONE II
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	146092681	PROVIDE PENSION BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.	NY
PLUMBERS & STEAMFITTERS LO 21 WELFARE FUND
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	134017983	PROVIDES WELFARE BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.	NY	501(C)(9)
PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY FUND
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	136320256	PROVIDES ANNUITY BENEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN	NY
PLUMNERS & STEAMFITTERS LOAC 21
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	133964242	PROVIDES JOB OPPORTUNITIES YO UNION MEMEBERS.	NY	501(C)(9)
PLUMBERS & STEAMFITTERS LOCAL 21 EDUCATION FUND
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	134015617	TO PROVIDE EDUCATION & TRAINING TO MEMEBERS THAT PARTICIPATE IN THE PLAN.	NY	501(C)(5)
PLUMBERS & STEAMFITTERS LOCAL 21 VACATION FUND
1024 MCKINLEY STREET	PEEKSKILL	NY	10566	134015614	PROVIDES VACATION BEMEFITS TO UNION MEMEBERS THAT PARTICIPATE IN THE PLAN.	NY	501(C)(9)

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg