2024-10-01T14:39:13-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 53713 990 2023-01-01 391029703 MECHANICAL CONTRACTORS DEVELOPMENT FUND INC MECH 4145437622 11001 W PLANK CT 100 WAUWATOSA WI 532263668 JONATHAN KOWALSKI ADMINISTRATOR 4145437622 2024-10-01 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-10-01 2023 2024-10-15 13:58:12Z JONATHAN KOWALSKI 11001 W PLANK CT 100 WAUWATOSA WI 532263668 638868 0 X N/A X 1962 WI A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTEREST OF EMPLOYERS IN MILWAUKEE, WISCONSIN AND THE SURROUNDING METROPOLITAN AREA WHO ARE SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT WITH CERTAIN EMPLOYEES REPRESENTED BY STEAMFITTERS LOCAL NO. 601, ESPECIALLY WITH REGARD TO LABOR RELATIONS. 4 4 0 5 0 0 0 0 414068 474590 10667 17314 0 0 424735 491904 0 0 0 0 0 0 0 0 0 333117 385593 333117 385593 91618 106311 1042935 1134295 55132 1626 987803 1132669 X A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTEREST OF EMPLOYERS IN MILWAUKEE, WISCONSIN AND THE SURROUNDING METROPOLITAN AREA WHO ARE SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT WITH CERTAIN EMPLOYEES REPRESENTED BY STEAMFITTERS LOCAL NO. 601, ESPECIALLY WITH REGARD TO LABOR RELATIONS. 0 0 MECHANICAL CONTRACTORS DEVELOPMENT FUND PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONITORING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS, THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE MECHANICAL CONTRACTING INDUSTRY. IN 2023, MECHANICAL CONTRACTORS DEVELOPMENT FUND PROVIDED SERVICES TO MORE THAN 79 MECHANICAL CONTRACTING FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE MECHANICAL CONTRACTING INDUSTRY. IN 2023, MECHANICAL CONTRACTORS DEVELOPMENT FUND PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF MECHANICAL CONTRACTING FIRMS REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS, BOARDS, AND EMPLOYEE BENEFIT FUNDS. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BEKKY HERRERA 4145437622 11001 W PLANK CT STE 100 WAUWATOSA WI 532263668 X TERRY LEINBERGER SECRETARY/TREASURER 1.00 X X 0 0 0 JEFF MAY DIRECTOR 1.00 X 0 0 0 MATT BRENNAN DIRECTOR 1.00 X 0 0 0 JACK SCHIRPKE DIRECTOR 1.00 X 0 0 0 JONATHAN KOWALSKI ADMINISTRATOR 5.00 X 0 0 0 0 0 0 0 0 0 0 PLUMBING AND MECHANICAL CONTRACTORS ASSO 11001 W PLANK CT STE 100 WAUWATOSA WI 53226 MANAGEMENT SERVICES 381000 1 CONTRACTOR DUES 813930 474590 474590 474590 18000 18000 146278 146964 -686 -686 -686 491904 474590 0 17314 381000 4208 385 385593 36749 41266 254047 285948 36901 40182 281295 465602 433943 301297 1042935 1134295 55132 1626 55132 1626 X 987803 1132669 987803 1132669 1042935 1134295 106311 38555 0 X 0 1 X 0 0 0 1 0 0 MONEY MARKET FUNDS 301297 F 301297 526251 38555 -4208 34347 491904 0 491904 381385 0 381385 4208 4208 385593 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -4,208. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT ARRANGEMENT WHICH ALSO INCLUDES THE SERVICES OF THEIR EXECUTIVE DIRECTOR. THE COMPENSATION ATTRIBUTABLE TO THIS ARRANGEMENT INCLUDES $18,216 IN SALARY AND $719 IN RETIREMENT BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE CLASS OF MEMBERS, REGULAR MEMBERS. REGULAR MEMBERS SHALL CONSIST OF CONTRACTORS WHO ARE MEMBERS IN GOOD STANDING OF THE PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTERN WISCONSIN, INC.; OPERATE UNDER COLLECTIVE BARGAINING AGREEMENTS; ARE ACTIVELY ENGAGED IN THE HEATING, PIPING AND COOLING INDUSTRY; AND, MAY ALSO CONSIST OF CONTRACTORS, NOT MEMBERS OF THE PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTERN WISCONSIN, INC., WHO OPERATE UNDER COLLECTIVE BARGAINING AGREEMENTS AND, AS ARE ACTIVELY ENGAGED IN THE HEATING, PIPING AND COOLING INDUSTRY. FOUR OUT OF FIVE MEMBERS ARE ELECTED BY MEMBERS OF PLUBING AND MECHANICAL CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B REGULAR MEMBERS ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE DIRECTORS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE ORGANIZATION HAS ALL BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY QUESTIONAIRE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.