2024-05-29T09:47:09-05:00 2023-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2023-01-01 740839130 UNITED ASSOCIATION OF JOURNEYMEN & PIPEFITTERS UNIT 2102261244 3630 BELGIUM LANE SAN ANTONIO TX 782192506 MARK POTTER TRUSTEE 2102261244 2024-05-29 1 MARK POTTER 999009999 0 KEVIN E BIENVENU CPA P00079403 7136222310 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARK POTTER 3630 BELGIUM LANE SAN ANTONIO TX 782192506 2902304 0 0297 X N/A X 1889 TX THE LOCAL UNION PROMOTES THE INTEREST AND WELFARE OF ITS MEMBERS. 15 15 10 0 0 0 0 0 2429120 2832315 -1099 60804 14531 9185 2442552 2902304 0 0 138854 156673 537769 534875 0 0 0 1277904 1588899 1954527 2280447 488025 621857 3361622 3981312 2177 0 3359445 3981312 THE LOCAL UNION PROMOTES THE INTEREST AND WELFARE OF ITS MEMBERS. 0 0 2016374 2902304 LOCAL LABOR UNION PROMOTES THE INTEREST AND WELFARE FOR APPROXIMATELY 1,438 WITIN ITS LOCAL AREA BY REPRESENTATION AND PROVIDING AND PROTECTING ITS MEMBERS BENEFITS THROUGH ORGANIZED LABOR. 2016374 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 1 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARK POTTER 2102261244 3630 BELGIUM LN SAN ANTONIO TX 78219 JESSE J ORTIZ PRESIDENT 1.00 42.00 X X 437 0 0 PAUL HARRISON EXEC. BOARD 1.00 X X 0 0 0 ABEL LEDEZMA EXEC. BOARD 1.00 X X 0 0 0 FABIEN GONZALES EXEC. BOARD 1.00 X X 0 0 0 DANIEL BYNUM FINANCE BOARD 1.00 X X 0 0 0 JOHN NANNERY FINANCE BOARD 1.00 X X 0 0 0 KRIS MYLIUS REC. SEC. 1.00 X X 0 0 0 MANUEL RODRIGUEZ EXEC. BOARD 1.00 X X 448 0 0 CORY HACKER FINANCE BOARD 1.00 X X 1270 0 0 MARK POTTER BUSMG/FINSEC 45.00 X X 107320 0 0 FRANK TOVAR INSIDE GUARD 1.00 X X 0 0 0 SERGIO PRIETO EXAMINING BOARD 1.00 X X 0 0 0 LUPE CASTILLO VICE-PRESIDENT 1.00 X X 0 0 0 JOHN BONILLA EXAMINING BOARD 1.00 X X 0 0 0 PRESTON SARTAIN EXAMINING BOARD 1.00 X X 0 0 0 109475 0 0 1 0 0 0 0 MEMBERSHIP DUES 900099 1737486 1737486 ASSESSMENTS 900099 1075086 1075086 INITIATION FEES 900099 19743 19743 2832315 60804 60804 REIMBURSEMENTS 900099 9185 9185 9185 2902304 2841500 0 60804 156673 156673 371314 215362 155952 134276 77880 56396 29285 16985 12300 21693 21693 9970 9970 85770 85770 39436 35492 3944 35234 35234 15000 15000 2303 2303 28493 28493 19937 17943 1994 21595 21595 PER CAPITA TAXES 799469 799469 MARKET RECOVERY PROGRAM 444000 444000 OTHER EXPENSES 39602 37778 1824 DONATIONS 26397 26397 2280447 2016374 264073 0 -1 2237910 2829957 5420 0 149529 122903 46563 26626 1071729 1124730 3361622 3981312 2177 0 2177 0 X 3359445 3981312 3359445 3981312 3361622 3981312 X 621857 10 X 0 1 X 1 0 66003 64116 1887 83526 58787 24739 26626 X 2902304 0 2902304 0 2902304 2280447 0 2280447 0 2280447 PART X, LINE 2: THE FUND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2023 THERE WERE NO UNRELATED BUSINESS ACTIVITIES; THUS, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. AS OF DECEMBER 31, 2023 THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2020 FORWARD (LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF REVENUE AND EXPENSES AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS. FORM 990, PART VI, SECTION A, LINE 6 THE FOLLOWING ARE THE CLASSIFICATION OF MEMBERS: 1. BUILDING TRADES JOURNEYMEN 2. METAL TRADES JOURNEYMEN 3. BUILDING TRADES APPRENTICES 4. METAL TRADES APPRENTICES 5. RETIREES ALL THE JOURNEYMEN CLASSIFICATIONS, RETIREES, AND APPRENTICES WHO HAVE SUCCESSFULLY COMPLETED THEIR THIRD APPRENTICESHIP YEAR HAVE THE SAME VOTING RIGHTS AS LONG AS THEY ARE GOOD STANDING WITH THE LOCAL AND NOT CONSIDERED MANAGEMENT.ALL THE APPRENTICES CLASSIFICATIONS LESS THAN 4TH YEAR DO NOT HAVE ANY VOTING RIGHTS. THE ELIGIBLE MEMBERS CAN ELECT THE MEMBERS OF THE GOVERNING BODY AND THEIR DELEGATES, AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL THE JOURNEYMEN CLASSIFICATIONS, RETIREES, AND APPRENTICES WHO HAVE SUCESSFULLY COMPLETE THEIR THIRD APPRENTICESHIP YEAR HAVE THE SAME VOTING RIGHTS AS LONG AS THEY ARE IN GOOD STANDING WITH THE LOCAL AND NOT CONSIDERED MANAGEMENT. ALL THE APPRENTICES CLASSIFICATIONS LESS THAN 4TH YEAR DO NOT HAVE ANY VOTING RIGHTS. THE ELIGIBLE MEMBERS CAN ELECT THE MEMBERS OF THE GOVERNING BODY AND THEIR DELEGATES, AND APPROVE, SIGNIFICANT DECISIONS OF THE GOVERNING BODY. THE CLASSIFICATIONS OF MEMBERS ARE LISTED IN PART VI LINE 6. FORM 990, PART VI, SECTION A, LINE 7B CHANES TO THE BYLAWS AND ANY EXPENSES OUTSIDE THE NORMAL PRE-APPROVED STANDING BILLS ARE SUBJECT TO APPROVAL BY ELIGIBLE VOTING MEMBERS. THE CLASSES OF ELIGIBLE VOTING MEMBERS ARE LISTED ABOVE IN PART VI LINE 6. FORM 990, PART VI, SECTION B, LINE 11B THE BUSINESS MANAGER AND THE PRESIDENT REVIEWED IN DETAIL THE FILING BEFORE SIGNING AND FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION: THE TRUST'S POLICIES AND PROCEDURES ARE MONITORED AND REVIEWED ON AN ANNUAL BASIS AT TRUSTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, FINANCIAL STATEMENTS, FORM 990 AND THE BYLAWS CAN BE VIEWED AT THE OFFICE WHERE RECORDS ARE KEPT. FORM 990, PART XI, LINE 9: ROUNDING CORRECTION 10. PART XII LINE 2C THE BOARD OF TRUSTEES ASSUMES RESONSIBILITY FOR THE SELECTION OF THE AUDITING FIRM, OVERSIGHT REVIEW AND APPROVAL OF THE ANNUAL AUIDT. SA AREA PLUMBERS & PIPEFITTERS JAC 3630 BELGIUM LANE SAN ANTONIO TX 78219 746063231 PROVIDE TRAINING TO APPRENTICES & MEMBERS OF LU 0142 TX 501(C)(3) LINE 2 N/A 0 UAPP 142 PROFIT SHARING PLAN PO BOX 860007 RICHARDSON TX 75086 746181280 TO PROVIDE RETIREMENT BENEFITS TO ITS MEMBERS TX 501(A) N/A 0 UAPP LOCAL 142 BENEFITS PLAN PO BOX 860007 RICHARDSON TX 75086 746183181 TO PROVIDE HEALTH BENEFITS AND LIFE INS. TO ITS MEMBERS TX 501(C)(9) N/A 0 UAPP LOCAL 142 PENSION PLAN PO BOX 860007 RICHARDSON TX 75086 746181280 TO PROVIDE RETIREMENT BENEFITS TO ITS MEMBERS TX 501(A) N/A 0 UNITED ASSOCIATION 3 PARK PLACE ANNAPOLIS MD 21401 521178033 INTERNATIONAL LABOR UNION MD 500 (C) (5) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 INTERNATIONAL UNION R 506933 ASSESSMENTS SA AREA PLUMBERS & PIPEFITTERS JAC K 15000 LEASE FEES