O 0 O 0 - Charity Blossom
O 0 O 0 - Charity Blossom
O 0 O 0 - Charity Blossom
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oepanm ni rin 1 ,<br />
OMB N0 1545-0047<br />
Form v Under Return section 501(c), of 527, Organization or 4947(a)(1) of the Internal Exempt Revenue Code (except From black lung Income Tax<br />
benefit trust or private foundation) Open to Public<br />
,memal sevgmeesglain D The organization may have to use a copy of this retum to satisfy state reporting requirements. Ins pection<br />
A For the 2009 calendar ear or tax ear b 1 innin 4/ / I I * and endin 3/31/2010<br />
B Check iiappiicabie "el" C Name of organization Sprinkler Fittei-5 U A Local 821 D Ernpioyer Identification number<br />
use IRS<br />
EI Address Cheese me or Dome Business AS - 9-0936961<br />
U El Name Initial change " pxsear Number retum and street see (or P O box 106 if mail is not Ponce delivered to street de address) Leon IRoom/surte- B Qsi<br />
E Telephone 61-422-9821 number g<br />
D Terminated Insfruo spednc City or town, state or country, end ZIP + 4 -I<br />
EI/xmenuea retum aim o a * Im eac , 3 - 11-1 G Gross reoeipiw 1 029 661<br />
El Avvlicafivn Pending F Name and address of principal officer His) is this 8 group feium for afriiaiesv I vas N6<br />
William Horsman 106 Ponce de Leon St Suite B, Royal Palm Beach, FL - Hin) Are aii affiliates inauaeav I:IYeaI:I no<br />
I Tax-exempt status: 501(c) ( 5 ) 4 (insert no) E 4947(a)(1) or U 527 ""N0-"H920" 3 "SI (Seeing-*"****0"S)<br />
J Website: V N/A H c Group exemption number P<br />
Summary<br />
K Fomi oforganization CI Corporation EI Trust Q Association IX I Other D Labor Union IL Year of formation IM State of legal domicile<br />
Q05<br />
me<br />
722 Lf/<br />
L 1..<br />
I*N<br />
(D<br />
U-90<br />
E<br />
Es<br />
L-:lr<br />
1 Bnetly describe the organization"s mission or most signiticant activities -l2r.qmp-te)-I1-e yyel-fare-of-mcem-ber-s. through-ggi-legtiye ----- -<br />
.5@E9eLf1lD9.?9I99.l99El3E .................................................................................................. -<br />
. . 3 6<br />
Check this box D I3 if the organization discontinued its operations or disposed of more than 25% of its net assets<br />
Number of voting members of the governing body (Part VI, line 1a) . .<br />
Number of independent voting members of the goveming body (Part VI, line 1b)<br />
Total number of employees (Part V, line 2a) . .<br />
Total number of volunteers (estimate if necessary) .<br />
Total gross unrelated business revenue from Part VIII, column (C), line 12<br />
Net unrelated business taxable income from Form 990-T, line 34 .<br />
8 Contributions and grants (Part VIII, line 1h) . .<br />
9 Program service revenue (Part VIII, line 2g) .<br />
10 Investment income (Part Vlll, column (A), lines 3, 4, and 7d) .<br />
11<br />
15<br />
Other revenue (Part<br />
-<br />
VIII, column<br />
,<br />
(A), lines 5, 6d, 8c, 9c, 10c, and 11e)<br />
12 Total revenue-add lines 8 t -<br />
I<br />
:- ii<br />
- - -<br />
I<br />
* ii I<br />
mn<br />
)<br />
Qi), line 12)<br />
4 5 535 5<br />
67a 7b O<br />
0 O 4,529 0<br />
1,445,860 N<br />
Prior Year Cunrent Year<br />
987,643<br />
I 1<br />
069,701 37,489<br />
, 0<br />
1,515,561 1,029,661<br />
13 14 Grants Benetitspaidtoorforme and similar amou b ts - pai - - f - db( . . 1 - 82,198 ), lin 1-3) . . O 0 16,840<br />
514,481<br />
16a Professional Salaries, other fundraising compens t employee *I* (Pa5tiy*N benefits lin (Pa rgcolumn (A), lines 5-10) 1 463,114.<br />
b Total fundraising expens s( art IX, column (D), line Q P ------------------ -Q 7<br />
709,422 649,189<br />
17 Other expenses (Part IX, col Tf" 41)<br />
18 Total expenses Add line 13- If , col mn (A), line 25)<br />
1,254,734 1,180,510<br />
19 Revenue less expenses Subtract line 18 from line 12 . . 7 260,827<br />
-150,849<br />
s.<br />
20 Total assets (Part X, line 16) . . .<br />
21 Total liabilities (Part X, line 26) . . .<br />
22 Net assets or fund balances Subtract line 21 from line 20 O 0<br />
Beginning of Current Year End of Year<br />
2,224,497 2,073,648<br />
2,224,497 2,073,648<br />
Here<br />
Under penalties of penury, I dedare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge<br />
and belief, i is e, correct, and com te Dedaration of preparer (other than ofiicer) is based on all iniorrnation of which preparer has any knowledge<br />
. U I<br />
* .. I I &/I<br />
Slgn , ignature of office I ate i 7"?-L0 ,<br />
Signature Block<br />
uoromen E00 065: i/imager/fnunai may<br />
Paid signature self- ($69 IHSINCIIUISI<br />
1 preparefs -i Date Check if Preperefs identifying number<br />
I Ein v 65-0292391<br />
use only $*gg,femp,oy:$)I"" LaPadula Carlson + Co , CPA"s<br />
address, and zip + 4 2 Alhambra Plaza, Suite 1100, Coral Gables, FL 33134 Phone no P (305) 529-9300<br />
Preparers -tx* I 6/11/2010 employed *EI P008 Oi 61 Ll 9<br />
May the IRS discuss this return with the preparer shown above7 (see instructions) . . . . . Yes I:I No<br />
For Privacy Act and Paperwork Reduction Act Notice, see the separate Instnictions. Form 990 (2009)<br />
(HTA)<br />
44
Form 990 (2009) Spnnkler Fitters U A. Local 821 59-0936961 Page 2<br />
* Statement of Program Service Accomplishments<br />
1 Bnefiy descnbe the organization"s mission.<br />
PIQIUQEG $99. Yi*-Elf? EQ 9.f.fI1.e.fI1P.e.f.5.tI1f.0H9*J .QQ*1Q9f.lY9-l2@E9@ LQIDS. ?9.f 99.119915 .................................................. - <br />
2 Did the organization undertake any significant program services dunng the year which were not listed on<br />
the pnor Form 990 or 990-Ez? . . . . . . . . . . . lj Yes No<br />
services?<br />
If "Yes," describe these new services on Schedule<br />
.<br />
O<br />
. . . . lj Yes No<br />
3 Did the organization cease conducting, or make significant changes in how it conducts, any program<br />
If "Yes," descnbe these changes on Schedule O<br />
4 Describe the exempt purpose achievements for each of the organization"s three largest program services by expenses.<br />
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and<br />
allocations to others, the total expenses, and revenue, if any, for each program service reported<br />
4a (Code ,,,,,,,,,,,, n ) (Expenses $ ------ - 912. .1211 including grants of $ ------------ "Q ) (Revenue $ -------------- "Q )<br />
F.f9J/ji-Lflfl 9.f.S1%D0995.ED9.99D9.5.f9.f9. 919019955 .ai Y*L%ll?.S. U19 RLQFDPELQQ .0.f.99D9.f9l ........................................... -welfareef.m.ein.Qefs.ans1.ti19u.femiILes----------<br />
......... ....... ....... ....... .........<br />
4b (Code ------------ U )(Expenses $ ------ -2-1-Q.-3,51 including grants of$ ------------ "Q ) (Revenue $ -------------- "Q )<br />
Mac*sstB.e99y9ry.easements99ll99$99.tf9nJ-n1.i-linker?-.QIl.Q.Q21us9mQ.f9aBe .............................................. -<br />
L1DJ9D.9QDLf.2.Qf9.f5.E0.Qf.9.995399149/251 $b9.Q9D1fI1.e.f.CJ@l. LTl@EKQf.9y.$u951QI.21Q9 ........................................<br />
L%l29E.02&*?<br />
4c (Code. ------------ n ) (Expenses $ ------------ "Q including grants of $ ------------ "Q ) (Revenue $ -------------- "Q )<br />
4d Other program services (Descnbe in Schedule O )<br />
(Expenses $ 0 including-grants of $ 0 )-(Revenue $ 0)<br />
4e Total program service expenses P 1,180,510<br />
Form 990 (zoos)
Form 990 (2009) sprinkler Filters u A. Local 821 59-0936061 Page 3<br />
Pan IV Checklist of Required Schedules<br />
.-G-2-Z Yes No<br />
1<br />
2<br />
3<br />
4<br />
5<br />
6<br />
7<br />
8<br />
9<br />
10<br />
11<br />
16<br />
17<br />
18<br />
19<br />
20<br />
o<br />
Q<br />
0<br />
O<br />
complete Schedule A . . . .<br />
Is the organization required to complete Schedule B, Schedule of Contributors? .<br />
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? lf "Yes, "<br />
Part ll . . . . .<br />
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to<br />
candidates for public office? lf "Yes, " complete Schedule C, Part/ . . .<br />
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If "Yes, " complete Schedule<br />
C,<br />
Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. ls the organization subject to the section 6033(e) notice<br />
and reporting requirement and proxy tax? lf "Yes, "complete Schedule C, Part ll/ .<br />
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have<br />
the right to provide advice on the distnbution or investment of amounts in such funds or accounts? lf "Yes, "<br />
complete Schedule D, Partl . . . . . . .<br />
Did the organization receive or hold a conservation easement, including easements to preserve open space,<br />
the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part ll<br />
Did the organization maintain collections of works of art, histoncal treasures, or other similar assets? lf "Yes, "<br />
complete Schedule D, Part Ill . . . . . . . . . . .<br />
Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part<br />
X, or provide credit counseling, debt management, credit repair, or debt negotiation services? lf "Yes, "<br />
complete Schedule D, Part IV . . . . . . .<br />
Did the organization, directly or through a related organization, hold assets in term, permanent, or<br />
quasi-endowments? If "Yes, " complete Schedule D, Part V . . . . . . .<br />
Is the organizations answer to any of the following questions "Yes"? lf so, complete Schedule D, Parts Vl,<br />
VII, Vlll, IX, orX as applicable . . .<br />
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? lf "Yes, "complete<br />
Schedule D, Part V/<br />
Did the organization repoit an amount for investments-other securities in Part X, line 12 that is 5% or more<br />
of its total assets reported in Part X, line 16? lf "Yes, " complete Schedule D, Pan Vl/<br />
Did the organization repoit an amount for investments-program related in Part X, line 13 that is 5% or more<br />
of its total assets reported in Part X, line 16? lf "Yes, " complete Schedule D, Part Vlll<br />
Did the organization report an amount for other assets in Pait X, line 15 that is 5% or more of its total assets<br />
reported in Part X, line 16? If "Yes, "complete Schedule D, Part /X<br />
Did the organization report an amount for other liabilities in Part X, line 25? lf "Yes, " complete Schedule D, PartX<br />
Did the organization*s separate or consolidated financial statements for the tax year include a footnote that<br />
addresses the organizations liability for uncertain tax positions under FIN 48? lf "Yes, " complete Schedule D, Part X<br />
12 Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes, " compI6f6<br />
Schedule D, Parts Xl, Xll, and Xlll .<br />
12X<br />
12A<br />
I N0X , 2<br />
Was the organization included in consolidated, independent audited Hnancial statements for the tax<br />
.-.il<br />
Y88<br />
year? lf "Yes, " completing Schedule D, Parts Xl, X//, and Xlll is optional . 12A<br />
-*l<br />
13 Is the organization a school described in section 170(b)(1)(A)(ii)? lf "Yes, " complete Schedule E .<br />
I 13<br />
14a Did the organization maintain an oflice, employees, or agents outside of the United States?<br />
14a<br />
b<br />
9.<br />
-...-.L<br />
14b<br />
15<br />
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraisin<br />
business, and program service activities outside the United States? If "Yes, " complete Schedule F, Part/<br />
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any<br />
organization or entity located outside the United States? lf "Yes, " complete Schedule F, Pan ll . . .<br />
Did the organization report on Pait IX, column (A), line 3, more than $5,000 of aggregate grants or assistance<br />
to individuals located outside the United States? lf "Yes, " complete Schedule F, Part /ll<br />
Did the organization report a total of more than $15,000 of expenses for professional fundraising services<br />
on Part IX, column (A), lines 6 and 11e? If "Yes, " complete Schedule G, Part/ . .<br />
Did the organization report more than $15,000 total of fundraising event gross income and contnbutions on<br />
Part VIII, lines 1c and 8a? If "Yes, "complete Schedule G, Part ll . .<br />
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?<br />
lf "Yes," complete Schedule G, Part Ill . . . . .<br />
Did the organization operate one or more hospitals? lf "Yes, " complete Schedule H .<br />
1 X<br />
2 X<br />
Li?<br />
5 x<br />
6 X<br />
7 X<br />
8 X<br />
9 X<br />
10 X<br />
11 X<br />
15 x<br />
16 x<br />
11 x<br />
18 x<br />
19 zo x<br />
Form 990 (zoos)
Form 990 (2009) I Sprinkler Fitters U.A Local 821 59-0936961 Page 4<br />
Checklist of Required Schedules (cont/nued)<br />
Did the organization report more than $5,000 of grants and other assistance to govemments and organizations<br />
in the United States on Part IX, column (A), line 1? If "Yes, "complete Schedule l, Parts l and ll . .<br />
Did the organization report more than $5,000 of grants and other assistance to individuals in the<br />
United States on Part IX, column (A), line 2? If "Yes," complete Schedule l, Parts I and /ll .<br />
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the<br />
organization"s current and former officers, directors, tnistees, key employees, and highest compensated<br />
employees? lf "Yes, " complete Schedule J . . . . . . . .<br />
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than<br />
$100,000 as of the last day of the year, that was issued after December 31, 2002? lf "Yes, " answer lines<br />
24b through 24d and complete Schedule K lf Wo, " go to line 25 . .<br />
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .<br />
Did the organization maintain an escrow account other than a refunding escrow at any time during the year<br />
to defease any tax-exempt bonds? . . . . . .<br />
Did the organization act as an "on behalf of* issuer for bonds outstanding at any time during the year?<br />
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction<br />
with a disqualified person dunng the year? lf "Yes, " complete Schedule L, Part/ . .<br />
ls the organization aware that it engaged in an excess benefit transaction with a disqualified person in a<br />
pnor year, and that the transaction has not been reported on any of the organization"s pnor Forms 990 or<br />
990-EZ? lf "Yes, " complete Schedule L, Part/ .<br />
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or<br />
disqualified person outstanding as of the end of the organization"s tax year? lf "Yes,"complete Schedule L, Part ll .<br />
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee,<br />
substantial contributor, or a grant selection committee member, or to a person related to such an individual?<br />
lf "Yes, " complete Schedule L, Part lll . . . . .<br />
Was the organization a party to a business transaction with one of the following parties (see Schedule L,<br />
Part IV instructions for applicable tiling thresholds, conditions, and exceptions)<br />
A current or former oficer, director, trustee, or key employee? lf "Yes, " complete Schedule L, Part IV .<br />
A family member of a current or former officer, director, trustee, or key employee? If "Yes, " complete<br />
Schedule<br />
Part IV<br />
L, Part<br />
. .<br />
/V<br />
.<br />
.<br />
.<br />
An entity of which a current or former officer, director, trustee, or key employee of the organization (or a<br />
family member) was an ofhcer, director, tnistee, or direct or indirect owner? If "Yes," complete Schedule L,<br />
Part<br />
Did the organization receive more<br />
l<br />
than $25,000<br />
.<br />
in<br />
.<br />
non-cash<br />
.<br />
contributions?<br />
. .<br />
lf "Yes,<br />
.<br />
"complete<br />
.<br />
Schedule<br />
.<br />
M .<br />
Did the organization receive contnbutions of art, historical treasures, or other similar assets, or qualified<br />
conservation contnbutions? lf "Yes, " complete Schedule M . . . .<br />
Did the organization liquidate, terminate, or dissolve and cease operations? lf "Yes, " cc, dule N,<br />
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?<br />
If "Yes, "complete Schedule N, Part ll . , . . . .<br />
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations<br />
sections 301 7701-2 and 301 7701-3? If "Yes, " complete Schedule R, Part/ . . .<br />
Was the organization related to any tax-exempt or taxable entity? lf "Yes, " complete Schedule R, Parts ll,<br />
lll, ll/, and V, line 1 . . .<br />
Is any related organization a controlled entity within the meaning of section 512(b)(13)? lf "Yes, " complete<br />
Schedule R, Part V, line 2 . . . .<br />
V/ . . . . . . . .<br />
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related<br />
organization? lf "Yes, " complete Schedule R, Part V, line 2 . . .<br />
Did the organization conduct more than 5% of its activities through an entity that is not a related organization<br />
and that is treated as a partnership for federal income tax purposes? If "Yes, " complete Schedule R, Part<br />
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and<br />
19? Note. All Form 990 filers are required to complete Schedule O . . . .<br />
21<br />
22<br />
23<br />
24a<br />
24b<br />
. 24c<br />
24d<br />
25a<br />
25b<br />
26<br />
27<br />
28a<br />
28b<br />
286<br />
29<br />
so<br />
31<br />
sz<br />
:ia<br />
-PLZ?<br />
as<br />
36<br />
38<br />
FOYITI
Form 990 (2009) , Sprinkler F itters U A Local 821 59-0936961 Pa<br />
Statements Regarding Other IRS Filings and Tax Compliance<br />
1a<br />
b<br />
c<br />
2a<br />
b<br />
3a<br />
b<br />
4a<br />
b<br />
5a<br />
b<br />
c<br />
6a<br />
b<br />
7<br />
a<br />
b<br />
c<br />
d<br />
e<br />
f<br />
9<br />
h<br />
9<br />
a<br />
b<br />
10<br />
a<br />
b<br />
11<br />
a<br />
b<br />
12a<br />
b<br />
Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of<br />
U S Information Returns Enter -0- if not applicable . . . 1a<br />
Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable . . . m<br />
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable<br />
gaming (gambling) winnings to pnze winners? . . . . .<br />
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax<br />
Statements, filed for the calendar year ending with or within the year covered by this retum 2a 5<br />
If at least one is reported on line 2a, did the organization file all required federal employment tax returns? .<br />
Note. lf the sum of lines 1a and 2a is greater than 250, you may be required to e-fi/e this retum (see<br />
instructions)<br />
Did the organization have unrelated business gross income of $1,000 or more during the year covered by<br />
account)?<br />
If "Yes," has it filed a Form 990-T for this year? If "No,<br />
.<br />
" provide<br />
. .<br />
an explanation<br />
. .<br />
in<br />
.<br />
Schedule<br />
.<br />
O .<br />
At any time during the calendar year, did the organization have an interest in, or a signature or other authority<br />
over, a financial account in a foreign country (such as a bank account, secunties account, or other financial<br />
If "Yes," enter the name of the foreign country v --------------------------------------------------------- U<br />
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank<br />
and Financial Accounts<br />
Was the organization a party to a prohibited tax shelter transaction at any time dunng the tax year? . .<br />
this retum? . . . . . 055*<br />
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? .<br />
lf "Yes" to line 5a or 5b, did the organization ile Fomi 8886-T, Disclosure by Tax-Exempt Entity Regarding<br />
Prohibited Tax Shelter Transaction? . .<br />
Does the organization have annual gross receipts that are normally greater than $100,000, and did the<br />
organization solicit any contnbutions that were not tax deductible? . . .<br />
lf "Yes," did the organization include with every solicitation an express statement that such contnbutions or<br />
gifts were not tax deductible? . . . . . . .<br />
Organizations that may receive deductible contributions under section 170(c).<br />
Did the organization receive a payment in excess of $75 made partly as a contnbution and partly for goods<br />
7<br />
0<br />
985<br />
Y98 N0<br />
1c x<br />
iii" ff<br />
3b<br />
4a X<br />
and services provided to the payof7 . . . . M73.-. ,<br />
lf "Yes," did the organization notify the donor of the value of the goods or services provided? .<br />
Did the organization sell, exchange, or othenivise dispose of tangible personal property for which it was<br />
required to ile Form 8282? . . . . . .<br />
beneit contract? . . . . . .<br />
lf"Yes," indicate the number of Forms 8282 filed during the year . . . I 7d I<br />
Did the organization dunng the year. receive any funds, directly or indirectly, to pay premiums on a personal<br />
required? . . . . .<br />
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .<br />
For all contnbutions of qualified intellectual property, did the organization file Form 8899 as required?<br />
For contnbutions of cars, boats, airplanes, and other vehicles, did the organization file a Fom1 1098-C as<br />
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting<br />
organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring<br />
organization, have excess business holdings at any time dunng the year? . . .<br />
" , . . I 10 I<br />
Initiation fees and capital contnbutions included on Pait Vlll line 12 a<br />
Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities . . m<br />
Section 501(c)(12) organizations. Enter.<br />
Sponsoring organizations maintaining donor advised funds.<br />
Did the organization make any taxable distnbutions under section 4966? . .<br />
Did the organization make a distnbution to a donor, donor advisor, or related person? . .<br />
Section 501(c)(7) organizations. Enter<br />
Gross income from members or shareholders . . . . 1 1a<br />
l aga Gross income nst amounts from other sources due (Do or not received net amounts from due or paid them to other ) . sources . . . EH<br />
Section 4947(a)(1) non-exempt charitable trusts. ls the organization tiling Form 990 in lieu of Form 1041?<br />
lf "Yes," enter the amount of tax-exempt interest received or accrued dunng the year I 12b I<br />
i<br />
i<br />
,vu<br />
X<br />
saw A<br />
5h X<br />
,ig<br />
5c<br />
6a X<br />
Gb<br />
7b<br />
7c<br />
7e I<br />
7f<br />
.ZLE<br />
1h<br />
9a<br />
9b<br />
Fomi<br />
12a<br />
990 (2cue)<br />
i<br />
l<br />
i<br />
l<br />
,- ,l<br />
i<br />
l<br />
l
Form 990 (2009) sprinkler Finers u A Local 821 59-0936961 page 6<br />
Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and<br />
for a "No" response to line 8a, 8b, or 10b be/ow, describe the circumstances, processes, or changes in<br />
Schedule O. See instructions.<br />
Section A. Governing Body and Management<br />
1a<br />
b<br />
2<br />
3<br />
7a<br />
b<br />
8<br />
a<br />
b<br />
9<br />
p . . .<br />
Did any oflicer, director, trustee, or key employee have a family relationship or a business relationship with<br />
Enter the number of voting members of the goveming body . . 1a 6<br />
Enter the number of voting members that are inde endent m 535 p<br />
any other oflicer, director, trustee, or key employee? . . . . .<br />
Did the organization delegate control over management duties customanly performed by or under the direct<br />
supervision of officers, directors or trustees, or key employees to a management company or other person?<br />
Did the organization make any signiticant changes to its organizational documents since the pnor Form 990 was filed?<br />
Did the organization become aware dunng the year of a matenal diversion of the organizatlon"s assets? .<br />
Does the organization have members or stockholders? . . . . . .<br />
Does the organization have members, stockholders, or other persons who may elect one or more members<br />
of the governing body? . . . .<br />
Are any decisions of the goveming body subject to approval by members, stockholders, or other persons?<br />
Did the organization contemporaneously document the meetings held or written actions undertaken during<br />
the year by the following<br />
The goveming body? . . . . . . . .<br />
Each committee with authority to act on behalf of the goveming body? . .<br />
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached<br />
at the organlzation"s mailing address? lf "Yes, "provide the names and addresses in Schedule O<br />
Section<br />
form?<br />
B. Policies (This Section B requests information about policies not<br />
.<br />
required by<br />
.<br />
the Intemal<br />
Revenue Code )<br />
10a Does the organization have local chapters, branches, or afillates? . .<br />
b If "Yes," does the organization have written policies and procedures goveming the activities of such chapters,<br />
affiliates, and branches to ensure their operations are consistent with those of the organization?<br />
11 Has the organization provided a copy of this Form 990 to all members of its governing body before tiling the<br />
11A Descnbe in Schedule O the process, if any, used by the organization to review this Form 990 .<br />
nse<br />
12a Does the organization<br />
to<br />
have<br />
conlilcts?<br />
a wntten contiict of interest policy? If "No,"<br />
.<br />
go<br />
.<br />
to /ine<br />
.<br />
13<br />
.<br />
. .<br />
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give<br />
c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"<br />
13<br />
14<br />
15<br />
a<br />
b<br />
16a<br />
b<br />
descnbe in Schedule O how this is done . . .<br />
Does the organization have a wntten whistleblower policy? . . .<br />
Does the organization have a written document retention and destruction policy? .<br />
Did the process for determining compensation of the following persons include a review and approval by<br />
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?<br />
The organlzatlon"s CEO, Executive Director, or top management official . . .<br />
Other ofiicers or key employees of the organization . . .<br />
If "Yes" to line 15a or 15b, descnbe the process in Schedule O. (See instructions )<br />
Did the organization invest in, contnbute assets to, or participate in a ioint venture or similar arrangement<br />
with a taxable entity during the year? .<br />
If "Yes," has the organization adopted a written policy or procedure requinng the organization to evaluate<br />
its participation in ioint venture arrangements under applicable federal tax law, and taken steps to safeguard<br />
*il Y98i<br />
.1-,S-.-l 2,.,, .x,<br />
.-..-.L .-.-.-L ill .-..L..<br />
73 X<br />
7b X<br />
8aX<br />
the organlzatlon"s exempt status with respect to such arrangements? . .<br />
16b<br />
Section C. Disclosure<br />
17 List the states with which a copy of this Form 990 is required to be filed vital-cz-ne --------------------- -<br />
18 section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (5o1(cf("3-)2,-Shih" ----------- -I<br />
available for public inspection Indicate how you make these available Check all that apply.<br />
19<br />
20<br />
CI Own website lj Another*s website Upon request<br />
9a<br />
X<br />
-l.L<br />
Yea N0<br />
10a<br />
1-iii--ll<br />
10b<br />
11 X<br />
OL-.<br />
ll<br />
12a<br />
12b x<br />
12c x<br />
I 13 I I X<br />
14X<br />
S-Si<br />
774 *Y*<br />
15b X<br />
16a in<br />
Describe in Schedule O whether (and if so, how), the organization makes its goveming documents, conliict of interest<br />
policy, and financial statements available to the public.<br />
State the name, physical address, and telephone number of the person who possesses the books and records of the<br />
0f9af1I2afl0fi P ,,,,,,,, ,yV,iILlga,rq,lgI9rs5i1ar,l ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,i5$3,1,-12,2,-9,621 ,,,,,,, U<br />
106 Ponce de Leon St Suite B, Royal Palm Beach, FL 33411-1213<br />
Form 990 (zoos)
Form 990 (2009) , Sprinkler Fitters U A Local 821 59-0936961 Page 7<br />
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated<br />
Employees, and Independent Contractors<br />
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees<br />
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the<br />
organization"s tax year Use Schedule J-2 if additional space is needed<br />
0 List all of the organization"s current officers, directors, trustees (whether individuals or organizations), regardless of amount<br />
of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid<br />
* List all of the organization"s current key employees See instructions for definition of "key employee "<br />
0 List the organization"s five current highest compensated employees (other than an officer, director, trustee, or key employee)<br />
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the<br />
organization and any related organizations<br />
0 List all of the organization"s former officers, key employees, and highest compensated employees who received more than<br />
$100,000 of reportable compensation from the organization and any related organizations<br />
0 List all of the organizations former directors or trustees that received, in the capacity as a former director or trustee of the<br />
organization, more than $10,000 of reportable compensation from the organization and any related organizations<br />
List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest<br />
compensated employees, and former such persons<br />
(A) (B)<br />
Name and Title Average<br />
El Check this box if the organization did not compensate any current officer, director, or trustee<br />
(C)<br />
- (E<br />
..- 8 -" <br />
QI -5353 5."<br />
Position (check all that apply)<br />
5::<br />
3..<br />
(D) (E)<br />
Reportable Reportable<br />
compensation compensation<br />
from from related<br />
the organizations<br />
organization (W-2/1099-MISC)<br />
(W-2/1099-MISC)<br />
(F)<br />
Estimated<br />
amount of<br />
other<br />
compensation<br />
from the<br />
organization<br />
and related<br />
organizations<br />
.)Mll*?.fU-*Il9I?D".@D ..................... -<br />
Business Mgr ------- 40 X 86,825 o 0<br />
.VY1lll.a."J.99.fD.a.f9.S .............................. --<br />
President X 66,785 0 0o 0<br />
3999.". HQEQQU99? ............................. - - L<br />
Wce President X 0<br />
.U19U1@5.l:E@Ef1*P9. ............................. --<br />
O Recording Sec X<br />
llllll<br />
x<br />
lQfI1D.21lPJL@.f ..................................<br />
Executive Board 0<br />
.E.Inq9-@.2.w .................................... --l<br />
Executive Board<br />
192". KQQUGDPEQKQL ........................... --<br />
Executive Board X O<br />
.Qeyiq 9.999 ...................................<br />
Executive Board X 0<br />
39995 f.Q5.t9Il ................................ --<br />
Finance Committee X 0<br />
.C599f99.By.i1uf19 ...............................<br />
Finance Committee X 0<br />
.J.e.f9.my.Smi.fb .................................. -.<br />
Finance Committee X 0<br />
x 0<br />
0 O<br />
0<br />
0<br />
O<br />
0<br />
O<br />
0<br />
0<br />
0<br />
O<br />
0<br />
0<br />
O<br />
0<br />
Form 990 (2009)
Form 990 (2009) , Spnnkier Fiiiers U A Local 821 59-0936961 Page 8<br />
Part Vll Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)<br />
(A) (B) (C) (D) (E) (F)<br />
Name and title Average Posmon (check an mm apply)<br />
week - ... from from related<br />
(D23<br />
hours per - - Q co<br />
3<br />
I - (W-2/1099-MISC)<br />
Reportable Reportable<br />
compensation compensation<br />
" - the organizations<br />
" organization (W-2/1099-MISC)<br />
-f<br />
Estimated<br />
amount ot<br />
other<br />
compensation<br />
from the<br />
organization<br />
and related<br />
organizations<br />
ll X<br />
3 Did the organization list any former ofticer, director or tnistee, key employee, or highest compensated M g<br />
employee<br />
individual<br />
on line 1a7 If "Yes, complete Schedule J<br />
.<br />
for such<br />
.<br />
individual<br />
. . . .<br />
. . .<br />
.<br />
4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from<br />
the organization and related organizations greater than $150,000? If "Yes, " complete Schedule J for such gg* <br />
5 X<br />
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for Y 7 g 0 g g<br />
services rendered to the organization? lf "Yes, " complete Schedule J for such person .<br />
Section B. Independent Contractors<br />
1 Complete this table for your tive highest compensated independent contractors that received more than $100,000 of<br />
compensation from the organization(A) (B) (C)<br />
Name and business address Descnption of services Compensation<br />
1b Tomi . . v 153,610 0 0<br />
- 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in<br />
reportable compensation from the organization D 0<br />
No<br />
2 Total number of independent contractors (including but not limited to those listed above) who received<br />
more than $100,000 in compensation from the organization P 0<br />
Form 990 (zoos)
Form 990 (2009) .Sprinkler Fitters U.A. Local 821 59-0936961 Page 9<br />
Part Vlllf Statement of Revenue<br />
Federated campaigns 1a<br />
Membership dues 1b<br />
Fundraising events . . 1c<br />
Related organizations . 1d l<br />
Government grants (contnbutions) 1e<br />
... All other contributions, gifts, grants, and<br />
similar amounts not included above . 1f i<br />
g Noncash contributions included in lines 1a-1f $<br />
h Total. Add lines 1a-1f .<br />
0<br />
987 643<br />
O<br />
O<br />
0<br />
(A)<br />
Total revenue<br />
0<br />
.......... -9. -nf -- 9<br />
b 987,643<br />
Buslness Code<br />
22 E.Xp.eus9-B9imQ9Ls9m.9f1LSl.B9fun9s .......... -. 4,529<br />
ll other program service revenue .<br />
Total. Add lines 2a-2f . .<br />
3 Investment income (including dividends, interest, and<br />
P<br />
O<br />
4,529<br />
37,469<br />
0<br />
other similar amounts) . . .<br />
4 Income from investment of tax-exempt bond proceeds<br />
5 Royalties . . .<br />
Ga Gross Rents<br />
b Less rental expenses<br />
(i) Real (ii) Personal<br />
d Net rental income or (loss) . . . P 0<br />
. P PP<br />
0<br />
O<br />
(B)<br />
Related or<br />
exempt<br />
function<br />
revenue<br />
(C) (D)<br />
Unrelated Revenue<br />
business exd uded from<br />
revenue tax under sedions<br />
512, 513, or 514<br />
c Rentalincomeor(loss) 0 0- g -M g VV- - "Avg M A H g ,<br />
O 0<br />
O 0<br />
7a Gross amount from sales of (I) Securities (ii) Other<br />
assets other than inventory<br />
b Less" cost or other basis<br />
and sales expenses<br />
c Gainor(loss) Ot 0Ww,m",g M A- YM" AM, A/ U U<br />
d Net gain or (loss) .<br />
c Net income or (loss) from fundraising events<br />
9a Gross income from gaming activities<br />
, P<br />
l l i<br />
l<br />
Gross income from fundraising<br />
i<br />
events (not including $ ------------- --Q.<br />
of contnbutions reported on line 1c)<br />
See Part IV, line 18 . . a<br />
b Less. direct expenses . b-ilo<br />
ll, Mwvfj* A AMW 9 9 "WM" " *"9 " "<br />
See Part IV, line 19 . . a<br />
i<br />
b Less direct expenses . bll()o<br />
c Net income or (loss) from gaming activities<br />
10a Gross sales of inventory, less<br />
o<br />
, P 0<br />
ill,<br />
retums and allowances . a .120<br />
b Less cost of goods sold . b<br />
Y c Net income or (loss) from sales of inventory<br />
Miscellaneous Revenue<br />
11a ------------------------------------------- -I<br />
b "U"-"U --------- --U --------- --"U ---- -<br />
C . - - - - - - - . . - - - - - - - - - - . - - - - . - - . - - - - - . . . . - - - - - --.<br />
All other revenue . .<br />
Total. Add lines 11a-11d .<br />
12 Total revenue. See instructions<br />
, P 0<br />
Buslness Code<br />
.P .P 1,029,661 0<br />
0 0<br />
Form 990 (zoos)<br />
i<br />
l<br />
I<br />
i<br />
i<br />
i<br />
i
Form 99012009) - Sprinkler Fmers u.A Local 621 590936961 Page 10<br />
Part IX- Statement of Functional Expenses<br />
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.<br />
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (Q).<br />
Do not include amounts reported on lines 6b,<br />
7b, 8b, 9b, and 10b of Part VIII.<br />
1<br />
2<br />
3<br />
4<br />
5<br />
6<br />
7<br />
8<br />
9<br />
10<br />
11<br />
8<br />
f<br />
9<br />
12<br />
13<br />
14<br />
15<br />
16<br />
17<br />
49 lv<br />
1 9<br />
20<br />
21<br />
22<br />
23<br />
24<br />
a<br />
b<br />
c<br />
d<br />
e<br />
f<br />
25<br />
26<br />
Grants and other assistance to governments and<br />
organizations in the U S See Part IV, line 21 .<br />
Grants and other assistance to individuals in<br />
the U S See Part IV, line 22<br />
Grants and other assistance to governments,<br />
organizations, and individuals outside the<br />
U S See Part IV, lines 15 and 16<br />
Benefits paid to or for members<br />
Compensation of current officers, directors,<br />
trustees, and key employees<br />
Compensation not included above, to disqualified<br />
persons (as deined under section 4958(f)(1)) and<br />
persons described in section 4958(c)(3)(B) .<br />
Other salaries and wages . . .<br />
Pension plan contributions (include section 401(k)<br />
and section 403(b) employer contributions)<br />
Other employee benefits . .<br />
Payroll taxes .<br />
Fees for services (non-employees)<br />
Management<br />
Legal .<br />
ccounting . .<br />
Lobbying .<br />
Professional fundraising services See Part IV, line 17<br />
Investment management fees<br />
Other<br />
Advertising and promotion<br />
Office expenses . .<br />
information technology<br />
Royalties .<br />
Occupancy .<br />
Travel . .<br />
Payments of travel or entertainment expenses<br />
for any federal, state, or local public officials<br />
Conferences, conventions, and meetings<br />
Interest .<br />
Payments to affiliates . .<br />
Insurance . .<br />
Other expenses ltemize expenses not<br />
Depreciation, depletion, and amortization<br />
covered above (Expenses grouped together<br />
and labeled miscellaneous may not exceed<br />
5% of total expenses shown on line 25 below )<br />
.T.e.l9P.h.QfJ9 ...................................... -.<br />
MQEKQQ B.e.E9Y9.fY ................................ -.<br />
F.Qf.9.a.E*$@ ...................................... -.<br />
.DH95.a.E9.$9P.$.C.fLEt19D5 ......................... -<br />
Qtnentexes .................................... -<br />
All other expenses --------------------------- -<br />
Total functional expenses. Add lines 1 through 24f<br />
Joint costs. Check here PEI if following<br />
SOP 98-2 Complete this line only if the organization<br />
reported in column (B) ioint costs from a combined<br />
educational campaign and fundraising<br />
solicitation . .<br />
(A) (BI (C) (D)<br />
Total expenses Program service Management and Fundraising<br />
expenses general expenses expenses<br />
O<br />
0<br />
0<br />
16,640 16,640<br />
153,610 153,610<br />
O<br />
137,634 137,634<br />
135,364 135,364<br />
61,260<br />
61,280<br />
26,393 26,393<br />
0<br />
7,056<br />
7,056<br />
26,669 26,669<br />
0<br />
0<br />
O<br />
O<br />
12,712 12,712<br />
50,041<br />
50,041<br />
8,296<br />
0<br />
8,296<br />
25,560 25,560<br />
0<br />
0<br />
63,264 63,264<br />
0<br />
0<br />
36,709 36,709<br />
7,931 7,931<br />
17,369 17,369<br />
210,357 210,357<br />
170,436 170,436<br />
245<br />
324<br />
245<br />
324<br />
10,000 10,000<br />
1,160,510 1,160,510<br />
O<br />
0 0<br />
Form 990 (2009)
F0fm 990 (2009) . Sprinkler Fitters U A Local 821 59-0936961 Page 11<br />
Balance Sheet (A) (B)<br />
Beginning of year End of year<br />
Cash-non-interest-beanng 811,946 750,174<br />
Savings and temporary cash investments . 1,291,428 1,237,060<br />
Pledges and grants receivable, net . .<br />
Accounts receivable, net . . .<br />
Receivables from current and former officers, directors, trustees, key<br />
employees, and highest compensated employees Complete Part ll of<br />
0 O<br />
Schedule L . ,-2 ,2-.,,*,- -2 .-0 -.5 2 --24-.2 *.2 YW. <br />
6 Receivables from other disqualified persons (as delined under section<br />
4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete<br />
Part ll of Schedule L .<br />
Notes and loans receivable, net . .<br />
lnventones for sale or use .<br />
Prepaid expenses and deferred charges .<br />
Land, buildings, and equipment cost or 10a 193 542<br />
other basis Complete Part VI of Schedule D<br />
to 11 0<br />
b Less accumulated depreciation 10b 111,128 7 7" 7121,125 -100 A M" 82,414<br />
11 Investments-publicly traded securities . .<br />
12 Investments-other secunties See Part IV, line 11<br />
13 Investments-program-related See Part IV, line 11 .<br />
14 Intangible assets . .<br />
15 Other assets See Part IV, line 11 0 15 4,000<br />
16 Total assets. Add lines 1 through 15 (must equal line 34) 2,224,497 I 16 2,073,648<br />
017<br />
Grants<br />
Deferred<br />
payable<br />
revenue<br />
.<br />
. . . .<br />
20 Tax-exempt bond liabilities . . .<br />
17 Accounts payable and accrued expenses<br />
18<br />
19<br />
21<br />
22<br />
Escrow or custodial account liability Complete Part lV of Schedule D<br />
Payables to current and former ofhcers, directors, trustees, key<br />
employees, highest compensated employees, and disqualitied<br />
persons Complete Part Il of Schedule L .<br />
23 Secured mortgages and notes payable to unrelated third parties<br />
24 Unsecured notes and loans payable to unrelated third partres .<br />
25 Other liabilities Complete Part X of Schedule D . .<br />
26 Total liabilities. Add lines 17 through 25 . .<br />
Organizations that follow SFAS 117, check here b and<br />
complete lines 27 through 29, and lines 33 and 34.<br />
Unrestricted net assets .<br />
1 0 zo21<br />
,182<br />
19*<br />
-27<br />
28 Temporanly restncted net assets . 28<br />
l<br />
I<br />
l I<br />
l<br />
I1<br />
2,224,497 21 2,073,848<br />
29 Permanently restricted net assets . . . . .<br />
Organizations that do not follow SFAS 117, check here PEI<br />
29,<br />
and complete lines 30 through 34.<br />
22-2*2.,w,, ",256 -2#-2-,-?.-<br />
30 Capital stock or trust pnncipal, or current funds .<br />
31 Paid-in or capital surplus, or land, building, or equipment fund<br />
32 Retained earnings. endowment, accumulated income, or other funds<br />
2.*-he- -- ./.O7 -- A--.. - 4--L Y.--L ..---4-- - I<br />
33 Total net assets or fund balances . . . 2,224,497 33 2,013,848<br />
34 Total liabilities and net assets/fund balances 2,224,497, 34 2,078,848<br />
Form 990 (2009)<br />
31<br />
32<br />
I
l<br />
l<br />
Form 990 (2009) sprinkler Fruers u.A. Local 821 5941936961 Page 12<br />
Part Xl Financial Statements and Reporting<br />
1<br />
2a<br />
3a<br />
Accounting method used to prepare the Form 990: Cash EI Accrual El Other<br />
lf the organization changed its method of accounting from a prior year or checked "Other," explain in<br />
Schedule O.<br />
Were the organization"s financial statements compiled or reviewed by an independent accountant? . .<br />
Were the organizations financial statements audited by an independent accountant? . . . . . . . . .<br />
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of<br />
the audit, review, or compilation of its hnancial statements and selection of an independent accountant? . .<br />
lf the organization changed either its oversight process or selection process during the tax year, explain in<br />
Schedule O.<br />
lf "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were<br />
issued on a consolidated basis, separate basis, or both: . . . . . . . . . . . . . . . . . . . .<br />
Separate basis lj Consolidated basis E Both consolidated and separate basis<br />
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in<br />
theSingleAuditActand OMBCircularA-133?. . . . . . . . . . . . . . . . . . . . . . . .<br />
If "Yes," did the organization undergo the required audit or audits? lf the organization did not undergo the<br />
reguired audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.<br />
2a X<br />
2b X<br />
2c X<br />
Yes No<br />
F-- -W -1-l<br />
3a<br />
3b<br />
Form 990 (2009)<br />
l
SCHEDULE D oivira No 1545-oo-11<br />
(Form 990) Supplemental V Complete If the organization answered Financial "Yes," to Form 990, Statements<br />
Depmmem onheneawy Part IV, llne 6, 7, 8,9,10,11, or 12. Open to Public<br />
Name of the organization Employer Identification number<br />
S rinkler Fitters U A. Local 821 59-0936961<br />
,,,,,,,,a, Reveme Sem, P Attach to Form 990. P See separate Instructions. I Inspection<br />
@ Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if<br />
the organization answered "Yes" to Form 990, Part IV, line 6.<br />
(a) Donor advised funds (b) Funds and other accounts<br />
Total number at end of year<br />
Aggregate contributions to (during year)<br />
Aggregate grants from (dunng year)<br />
Aggregate value at end of year<br />
Did the organization inform all donors and donor advisors in wnting that the assets held in donor advised<br />
funds are the organization"s property, subject to the organization"s exclusive legal control? EI Yes lj No<br />
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be<br />
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other<br />
purpose confernng impermissible private benefit? . . . . . lj Yes EI No<br />
Conservation Easements. Complete if the organization answered "Yes" to Fomi 990, Part IV, line 7.<br />
1 Purpose(s) of conservation easements held by the organization (check all that apply)<br />
El Preservation of land for public use (e g , recreation or pleasure) El Preservation of an histoncally important land area<br />
lj Protection of natural habitat El Preservation of a certitied historic structure<br />
E Preservation of open space<br />
2 Complete lines 2a through 2d if the organization held a qualified conservation contnbution in the form of a conservation<br />
easement on the last day of the tax year<br />
Held at the End of the Tax Year<br />
Total number of conservation easements . . 2a<br />
Total acreage restricted by conservation easements 2b<br />
Number of conservation easements on a certified historic structure included in (a) 2c<br />
Number of conservation easements included in (c) acquired after 8/17/06 2d<br />
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization<br />
during the tax year F ---------- U<br />
4 Number of states where property subject to conservation easement is located P ------------ -<br />
5 Does the organization have a wntten policy regarding the periodic monitonng, inspection, handling of<br />
violations, and enforcement ofthe conservation easements it holds? . . . El Yes D No<br />
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year<br />
b<br />
7 Amount-of expenses incurred in monitonng, inspecting, and enforcing conservation easements during the year<br />
P $<br />
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section<br />
17O(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? . . . El Yes lj No<br />
9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and<br />
balance sheet, and include, if applicable, the text of the footnote to the organization"s financial statements that descnbes<br />
the organizations accounting for conservation easements<br />
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.<br />
Complete if the organization answered "Yes" to Form 990, Part IV, line 8<br />
1a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of<br />
art, histoncal treasures, or other similar assets held for public exhibition, education, or research in furtherance of public<br />
service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items<br />
b If the organization elected, as pemiitted under SFAS 116, to report in its revenue statement and balance sheet works of art,<br />
histoncal treasures, or other similar assets held for public exhibition, education, or research in furtherance of public<br />
service, provide the following amounts relating to these items<br />
(i) Revenues included in Form 990, Part VIII, line 1 . . . . . P $ ------------------- U<br />
(ii)Assets included in Form 990, PartX . . . P $ ------------------- U<br />
2 If the organization received or held works of art, histoncal treasures, or other similar assets for financial gain, provide the<br />
following amounts required to be reported under SFAS 116 relating to these items<br />
a Revenues included in Form 990, Part VIII, line 1 . .<br />
b Assets included in Form 990, PartX . . . . . .<br />
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fonri 990. Schedule D (Form 990) 2009<br />
(HTA)
- Sprinkler Fitters U A Local 821 59-0936961<br />
SCh6dUl& D (FOITI1 990) 2009 Page 2<br />
Part Ill Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (cont/nued)<br />
3<br />
4<br />
5<br />
a<br />
b<br />
c<br />
Using the organizations acquisition, accession, and other records, check any of the following that are a significant<br />
use of its collection items (check all that apply)<br />
E Public exhibition d EI Loan or exchange programs<br />
CI Scholarly research e El Other ------------------------------------------- -<br />
III Preservation for future generations<br />
Provide a descnption of the organizations collections and explain how they further the organizations exempt purpose in<br />
Part XIV<br />
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar<br />
assets to be sold to raise funds rather than to be maintained as part ofthe organization"s collection? El Yes lj No<br />
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part<br />
IV, line 9, or reported an amount on Form 990, Part X, line 21.<br />
1a<br />
b<br />
2a<br />
b<br />
Endowment Funds. Com lete if the organization answered "Yes" to Form 990, Part IV, line 10.<br />
1a<br />
b<br />
c<br />
d<br />
e<br />
f<br />
9<br />
2<br />
a<br />
b<br />
c<br />
3a<br />
ls the organization an agent, trustee, custodian or other intermediary for contributions or other assets not<br />
included on Form 990, Pan xv . . . . III Yes III Na<br />
Beginning balance . . 1c<br />
If "Yes," explain the arrangement in Part XIV and complete the following table<br />
Amount<br />
Additions Distnbutions Ending<br />
during dunng balance<br />
the the year year . 1d 1e . 1f 0<br />
Did the organization include an amount on Form 990, Part X, line 21? . :I Yes lj No<br />
lf "Yes " explain the arrangement in Part XIV<br />
Beginning of year balance . O<br />
Contnbutions<br />
Net investment eamings, gains,<br />
and losses .<br />
Grants or scholarships<br />
Other expenditures for facilities<br />
and programs . .<br />
Administrative expenses .<br />
End of year balance . 0 0<br />
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back<br />
Provide the estimated percentage of the year end balance held as<br />
Board designated or quasi-endowment P ------------ --2/1<br />
Permanent endowment P ------------ -f/i<br />
Term endowment P ----------- "Q/1<br />
Are there endowment funds not in the possession of the organization that are held and administered for the<br />
organization by<br />
(i) unrelated organizations . . . .<br />
(ii) related organizations . . . . .<br />
lf "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? . .<br />
Descnbe in Part XIV the intended uses of the organization"s endowment funds<br />
Land . . 0 0<br />
b<br />
4<br />
Investments-Land,<br />
Buildings<br />
Buildin s and Equipment. See Form 990, Part X,<br />
0<br />
line 10.<br />
0 0<br />
Descnption of investment (a) Cost or other basis (b) Cost or other (c) Accumulated (d) Book value<br />
(investment) basis (other) depreciation<br />
1a<br />
b<br />
c<br />
d<br />
e<br />
Other Leasehold Equipment improvements . . . 173,628 2,072 17,842 101,739 1 8,491 71 9,351<br />
898 174 ,sae .<br />
Total. Add lines 1a through 1e (Column (Q) must equal Form 990, Part X, column (E), line 10(2) P 82,414<br />
Schedule D (Form 990) 2009
. Spnnkler Fitters U A Local 821 59-0936961<br />
schedule o (Form seo) zoos page 3<br />
Investments-Other Securities. See Form 990, Part X, line 12.<br />
(a) Descrrptron of secunty or category (5) Book value (c) Method of valuatron<br />
(rndudrng name of secunty) Cost or end-of-year market value<br />
Frnancral derrvatrves<br />
Closely-held equrty interests<br />
Other ------------------------------------- - <br />
Total. (Column (b) must equal Form 990, PanX, col (B) llne 12) P<br />
Part VIII Investments-Program Related. See Form 990, Part Xi line 13.<br />
(a) Descnptron of investment type (b) Book value<br />
(c) Method of valuation<br />
Cost or end-of-year market value<br />
Total. (Column (D) musl equal Fomr 990, Part X, cd (B) lme 13) P<br />
other Assets. see Form 990, Pan x, une 15.<br />
(a) Descnptron (b) Book value<br />
Total. Column (Q) must equal Form 990, Part X, col (Q) //ne 15)<br />
Other Liabilities. See Fomr 990, Part X, line 25<br />
1, (a) Descnptron of lrabrlrty (b) Amount<br />
Federal Income taxes<br />
mar. (column fb) musr equal Form 990, Panx. ml (B) rms 25 I P O<br />
2. FIN 48 Footnote ln Part XIV, provrde the text of the footnote to the organrzatron"s Hnancial statements that reports the<br />
organrzatron"s Irabrlrty for uncertarn tax posrtrons under FIN 48<br />
P<br />
Schedule D (Form 990) 2009
- Sprinkler Fitters U A Local 821 59-0936961<br />
seneeuie D (Form 990) zoos paw, 4<br />
Reconciliation of Change in Net Assets from Fonn 990 to Audited Financial Statements<br />
1 Total revenue (Form 990, Part VIII, column (A), line 12) 1 1 029 661<br />
Total expenses (Form 990, Part IX, column (A), line 25) . 1 180 510<br />
Excess or (deicit) for the year. Subtract line 2 from line 1 . -150 849<br />
Net unrealized gains (losses) on investments .<br />
Donated services and use of facilities .<br />
Investment expenses<br />
Prior penod adjustments<br />
Other (Describe in Part XIV) . . .<br />
Total adjustments (net) Add lines 4 through 8 . . O<br />
Excess or (deicit) for the year per audited financial statements. Combine lines 3 and 9 . -150,849<br />
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return<br />
Total revenue, gains, and other support per audited financial statements . 1<br />
Amounts included on line 1 but not on Form 990, Part VIII, line 12<br />
Net unrealized gains on investments<br />
Donated services and use of facilities<br />
Recoveries of pnor year grants<br />
Other (Descnbe in Part XIV) ij A<br />
Add lines 2a through 2d . . 2e 0<br />
3 Subtract line 2e from line 1 .<br />
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1<br />
a Investment expenses not included on Form 990, Part VIII, line 7b 4a<br />
b Other (Describe in Part XIV ) . . m M *<br />
c Add lines 4a and 4b . . . . 4c 0<br />
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Pan I, /ine 12 ) 5 0<br />
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return<br />
1 Total expenses and losses per audited financial statements . . . 1<br />
2 Amounts included on line 1 but not on Form 990, Part IX, line 25<br />
Donated services and use of facilities<br />
Other<br />
Pnor year<br />
losses<br />
adjustments<br />
.<br />
. .<br />
Other Add lines (Descnbe 2a in through Part XIV 2d ) U . A3<br />
0 . . 2e 0<br />
3 Subtract line 2e from line 1<br />
b Other (Describe in Part XIV ) m k Q<br />
c Add lines 4a and 4b . . 4c 0<br />
4 Amounts included on Form 990, Part IX, line 25, but not on line 1: i<br />
a investment expenses not included on Form 990, Part VIII, line 7b . 4a<br />
3 0<br />
5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part /, /ine 18.) . 5 0<br />
Supplemental information<br />
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part Ill, lines 1a and 4, Part IV, lines 1b<br />
and 2b, Part V, line 4, Part X, line 2, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b Also complete<br />
IPF: P912 .*9.EiQY*9.e. ?DY.?S*9JE*99?.UUf9EfI*?.fLQE ............................................................................... -.<br />
Schedule D (Fonn 990) 2009
scheme o (Form seo) zoos Page 5<br />
. Spnnkler Fltters U A Local 821<br />
59-0936961<br />
Part XIV Sugplemental Information (continued)<br />
schedule o (Form seo) zoos
panm 1 T .<br />
Nm<br />
?,CHE%g:*,":E 0 Complete Supplemental to provlde lnfonnatlon Information for responses to speclflc to Form questlons 990 on OENEQBQ47<br />
Form 990 or to provlde any addltlonal lnfonnatlon. Open to Public<br />
:xmalsglgnflesgzlacfy P At1achtoForm990. Inspection<br />
Name of the organlzatlon Employer ldentlflcatlon number<br />
jpnnkler Fitters U A Local 821 59-0936961<br />
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For Prlvacy Act and Paperwork Reduction Act Notlce, see the Instructions for Form 990. schedule 0(Fom1 990) 2009<br />
(HTA)