2026-03-16T09:44:59-05:00 2025-04-30 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2024-05-01 412064526 PLUMBERS LOCAL UNION NO 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FD PLUM 2156776900 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 KEVIN F DEAN ADMINISTRATOR 2156776900 2026-03-10 1 0 CRAIG D WINTERS CPA P00154131 6103582000 2026-03-16 2024 2025-03-06 01:10:19Z KEVIN F DEAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 190260 0 X N/A X 2003 PA THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERS, THROUGH EMPLOYER CONTRIBUTIONS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT. 8 4 0 0 0 0 0 0 167523 161114 29149 29146 0 0 196672 190260 83250 74250 0 0 0 0 0 0 0 13777 13834 97027 88084 99645 102176 1106769 1200270 27095 14183 1079674 1186087 THE 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. 0 0 74250 74250 167960 THE 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. 74250 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 X KEVIN F DEAN ADMINISTRATOR 2156776900 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 GEORGE PEGRAM CO-CHAIRMAN 1.00 39.00 X 0 242258 155787 JAMES DOUGHERTY CO-CHAIRMAN 1.00 1.00 X 0 0 0 HERMAN GOLDNER TRUSTEE 1.00 1.00 X 0 0 0 THOMAS P GOLDEN TRUSTEE 1.00 39.00 X 0 204605 140729 RUDY BETZ TRUSTEE 1.00 1.00 X 0 0 0 WALTER KRZYZANOWSKI TRUSTEE 1.00 4.00 X 0 0 0 JOSEPH P MCMONIGLE TRUSTEE 1.00 39.00 X 0 178266 130177 P DARBY DOYLE TRUSTEE 1.00 39.00 X 0 178266 130177 KEVIN F DEAN ADMINISTRATOR 1.00 4.00 X 0 185492 149579 0 988887 706449 0 0 1 0 0 RECEIPTS FROM EMPLOYER 525100 161114 161114 161114 22300 22300 6846 0 6846 6846 6846 190260 167960 0 22300 74250 74250 1024 1024 ADMIN EXPENSE 12810 12810 88084 74250 13834 0 857699 931112 15726 15356 233344 253802 1106769 1200270 27095 14183 27095 14183 X 0 0 0 0 1079674 1186087 1079674 1186087 1106769 1200270 102176 4237 0 X 0 1 X 0 0 X X 1 PLUMBERS LU 690 231173153 10 1 74250 0 1 74250 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 3027 6846 0 0 193645 183414 196672 190260 0 0 97027 88084 0 0 99645 102176 225912 249147 819547 902008 0 0 1045459 1151155 0 0 0 1045459 1151155 15814 17267 1029645 1133888 36038 39686 0 0 36038 39686 99645 84698 36038 84698 0 84698 74250 0 13834 0 0 0 88084 74250 84698 87.660000000000 84698 0 0 70357 107560 98310 97027 373254 0 84698 0 288556 88084 0 88084 0 0 376640 0 93219 98310 97027 88084 SCH A, PART I, LINE 12, G, (III) PLUMBERS LOCAL UNION NO. 690 IS THE SUPPORTED ORGANIZATION OF PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND, AND IS EXEMPT FROM FEDERAL TAXATION AS A 501(C)(5) EXEMPT ORGANIZATION. MANDATORY IRS SCHEMA FOR ELECTRONIC FILING AND ACCORDINGLY THE SOFTWARE USED TO PREPARE THIS 990 DOES NOT ALLOW FOR ENTRY OF IRC SECTION 501(C)(5), THE INSTRUCTIONS TO SCHEDULE A REFLECT ENTERING A VALUE FROM 1-10. APPROPRIATE RESPONSES TO FACILITATE ELECTRONIC FILING WERE DISCUSSED WITH AN IRS REPRESENTATIVE TO ALLOW ELECTRONIC FILING, 10 IS ENTERED IN 12,G,(III) IN PART TO REFLECT THAT IT IS THE CLOSEST TO PROPERLY DESCRIBE THE SUPPORTED ORGANIZATION, IF IT WERE A 501(C)(3) ORGANIZATION. SCH A, PART IV, SECTION A ITEM 3B DURING THE YEAR, THE ORGANIZATION CONFIRMED BASED ON THE SUPPORTED ORGANIZATION'S FORM 990 THAT IT CONTINUES TO BE AN ORGANIZATION AS DESCRIBED IN IRC 501(C)(5). PLUMBERS LOCAL UNION NO. 690 SATISFIES THE PUBLIC SUPPORT TESTS UNDER IRC SECTION 509(A)(2). SCH A, PART IV,SECTION A, LINE 3C THERE ARE DETAILED REQUIREMENTS FOR APPLICATION AND CRITERIA FOR SELECTION PRIOR TO PROVISION OF SCHOLARSHIP BENEFITS, AS WELL AS OTHER CONTROLS ARE UTILIZED TO ENSURE ALL SUPPORT MEETS THE PURPOSES OF THE FUND. THE MONIES PAID OUT AS BENEFITS ARE USED EXCLUSIVELY FOR THESE PURPOSES. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATION APPOINTS HALF OF THE TRUSTEES AND HAS A SIGNIFICANT VOICE IN THE FUND'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE PLAN'S ASSETS. SCH A, PART V, SECTION D, ITEM 6: PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND PROVIDES SCHOLARSHIPS FOR DEPENDENT CHILDREN OF ACTIVE, RETIRED, DISABLED OR DECEASED UNION MEMBERS ON BEHALF OF THE PLUMBERS LOCAL UNION NO. 690. THE SCHOLARSHIPS ARE PAID DIRECTLY TO QUALIFIED EDUCATIONAL INSTITUTIONS. SCH A, PART V, SECTION D, LINE 8: PLUMBERS LOCAL UNION NO. 690 THOMAS J. MCNULTY ANNUAL SCHOLARSHIP FUND PROVIDES SCHOLARSHIPS FOR DEPENDENT CHILDREN OF ACTIVE, RETIRED, DISABLED OR DECEASED UNION MEMBERS ON BEHALF OF THE PLUMBERS LOCAL UNION NO. 690. THE SCHOLARSHIPS ARE PAID DIRECTLY TO QUALIFIED EDUCATIONAL INSTITUTIONS. THIS IS NECESSARY TO CONTINUE AND AVOID THE INTERRUPTION OF THIS IMPORTANT FUNCTION OF THE UNION. THERE ARE DETAILED REQUIREMENTS FOR APPLICATION AND CRITERIA FOR SELECTION THE SUPPORTED ORGANIZATION APPOINTS HALF OF THE TRUSTEES AND HAS A SIGNIFICANT VOICE IN THE FUND'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE PLAN'S ASSETS. 0 X 193473 4237 4237 189236 1024 1024 190260 87060 0 87060 1024 1024 88084 PART X, LINE 2: ASC 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, 2025 AND 2024. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2022. 1 SCHOLARSHIP FOR ATTENDANCE AT BLOOMSBURG UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT BRYN ATHYN COLLEGE 1 750 SCHOLARSHIP FOR ATTENDANCE AT BUCKS COUNTY COMMUNITY COLLEGE 1 750 SCHOLARSHIP FOR ATTENDANCE AT CALDWELL UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT CAMDEN COUNTY COLLEGE 1 750 SCHOLARSHIP FOR ATTENDANCE AT COMMONWEALTH UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT DELAWARE STATE UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT DREXEL UNIVERSITY 1 750 SCHOLARSHIP FOR ATTENDANCE AT EAST STROUDSBURG UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT FASHION INSTITUTE OF TECHNOLOGY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT HOLY FAMILY UNIVERSITY 5 5250 SCHOLARSHIP FOR ATTENDANCE AT INDIANA UNIVERSITY OF PENNSYLVANIA 1 750 SCHOLARSHIP FOR ATTENDANCE AT KUTZTOWN UNIVERSITY 1 750 SCHOLARSHIP FOR ATTENDANCE AT LASALLE UNIVERSITY 2 1500 SCHOLARSHIP FOR ATTENDANCE AT LEHIGH UNIVERSITY 1 750 SCHOLARSHIP FOR ATTENDANCE AT MILLERSVILLE UNIVERSITY 2 3000 SCHOLARSHIP FOR ATTENDANCE AT MONTGOMERY COUNTY COMMUNITY COLLEGE 1 750 SCHOLARSHIP FOR ATTENDANCE AT MUHLENBERG COLLEGE 1 1500 SCHOLARSHIP FOR ATTENDANCE AT NEUMANN UNIVERSITY 2 3000 SCHOLARSHIP FOR ATTENDANCE AT PENN STATE UNIVERSITY 7 9000 SCHOLARSHIP FOR ATTENDANCE AT PENN STATE-ABINGTON 1 750 SCHOLARSHIP FOR ATTENDANCE AT ROWAN UNIVERSITY 2 3000 SCHOLARSHIP FOR ATTENDANCE AT RUTGERS UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT STEVENSON UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT SYRACUSE UNIVERSITY 1 750 SCHOLARSHIP FOR ATTENDANCE AT TEMPLE UNIVERSITY 5 6750 SCHOLARSHIP FOR ATTENDANCE AT THE CATHOLIC UNIVERSITY OF AMERICA 1 1500 SCHOLARSHIP FOR ATTENDANCE AT THOMAS JEFFERSON UNIVERSITY 1 750 SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF DELAWARE 1 1500 SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF TENNESSEE 1 1500 SCHOLARSHIP FOR ATTENDANCE AT UNIVERSITY OF SOUTHERN CALIFORNIA 1 1500 SCHOLARSHIP FOR ATTENDANCE AT WAKE FOREST UNIVERSITY 1 2250 SCHOLARSHIP FOR ATTENDANCE AT WEST CHESTER UNIVERSITY 6 9000 SCHOLARSHIP FOR ATTENDANCE AT WIDENER UNIVERSITY 2 2250 FORM 5500, PART 1, 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 THE NEXT PAYMENT 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. 0 0 0 0 0 0 0 0 0 GEORGE PEGRAM CO-CHAIRMAN 0 242258 0 0 0 0 0 120122 0 35665 0 398045 0 0 THOMAS P GOLDEN TRUSTEE 0 204605 0 0 0 0 0 105064 0 35665 0 345334 0 0 KEVIN F DEAN ADMINISTRATOR 0 182277 0 0 0 3215 0 117119 0 32460 0 335071 0 0 JOSEPH P MCMONIGLE TRUSTEE 0 178266 0 0 0 0 0 94512 0 35665 0 308443 0 0 P DARBY DOYLE TRUSTEE 0 178266 0 0 0 0 0 94512 0 35665 0 308443 0 0 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 INCLUDED IN ADMINISTRATIVE EXPENSES, WHICH IS REPORTED ON THE FORM 990. FORM 990, PART VI, SECTION A, LINE 7A THE 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 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. FORM 990, PART V. ITEM 1A: NO. REPORTED ON FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS: THE PLAN ANSWERS 0 BECAUSE IT DOES NOT HAVE FORM 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 AND THE FORM 1096 AND FORM 1099'S ARE FILED THROUGH THE ACCOUNT. PLUMBERS LU 690 SUPPLEMENTAL RETIREMENT PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 232487320 TO PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS PA 401(A) N/A 0 PLUMBERS LOCAL UNION NO 690 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 231173153 TO PROMOTE UNION MEMBERS AND PLUMBING TRADE PA 501(C)(5) N/A 0 PEN PLAN FOR EMPLOYEES OF PLUMBERS LU NO 690 BENEFIT PLANS 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236405018 TO PROVIDE PENSION BENEFITS TO EMPLOYEES OF THE BENEFIT FUND OFFICE PA 401(A) N/A 0 PLUMBERS LOCAL UNION NO 690 HEALTH PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 231512313 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS PA 501(C)(9) N/A 0 PLUMBERS LOCAL UNION NO 690 VACATION FUND 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 232085471 TO PROVIDE VACATION BENEFITS TO PARTICIPANTS PA 501(C)(9) N/A 0 PLUMBERS LOCAL UNION NO 690 PENSION PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236405018 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS PA 401(A) N/A 0 PLUMBERS LOCAL UNION NO 690 APPRENTICESHIP PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236296991 DEFRAY THE COSTS AND EXPENSES INCIDENT TO TRAINING PLUMBERS PA 501(C)5 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1