2025-07-29T09:19:57-05:00 2024-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-01-01 041867940 UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFTTING UNIT 6177875370 40 ENTERPRISE STREET DORCHESTER MA 02125 DANIEL O'BRIEN BUS. MANAGER/FINANCIAL SECRETARY 6177875370 2025-07-17 1 1 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z DANIEL O'BRIEN 40 ENTERPRISE STREET DORCHESTER MA 02125 10759039 0 X WWW.PIPEFITTERS537.ORG X LABOR UNION 1984 MA THE OBJECTIVES OF LOCAL #537 ARE TO PROTECT ITS MEMBERS FROM UNJUST AND INJURIOUS COMPETITION; TO ASSIST SICK AND DISTRESSED MEMBERS, AND TO HELP BROTHER MEMBERS SECURE EMPLOYMENT THROUGH UNIFIED ACTION WITH ALL OTHER TRADES. 20 20 22 0 0 0 0 0 6748533 7510254 309244 523808 222375 16042 7280152 8050104 0 0 411725 421250 2996572 3172781 0 0 0 4150155 3979831 7558452 7573862 -278300 476242 16145000 17008155 334319 472289 15810681 16535866 THE OBJECTIVES OF LOCAL #537 ARE TO PROTECT ITS MEMBERS FROM UNJUST AND INJURIOUS COMPETITION; TO ASSIST SICK AND DISTRESSED MEMBERS, AND TO HELP BROTHER MEMBERS SECURE EMPLOYMENT THROUGH UNIFIED ACTION WITH ALL OTHER TRADES. 0 0 THE OBJECTIVES OF LOACL #537 ARE TO PROTECT ITS MEMBERS FROM UNJUST AND INJURIOUS COMPETITION, TO ASSIST SICK AND DISTRESSED MEMBERS, AND TO HELP BROTHER MEMBERS SECURE EMPLOYMENT THROUGH UNIFIED ACTION WITH ALL OTHER TRADES. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 46 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 1 1 0 X DANIEL O'BRIEN 6177875370 40 ENTERPRISE STREET DORCHESTER MA 02125 DANIEL T O'BRIEN BUS. MANAGER/FINANCE. SEC 50.00 X X 285167 0 111276 DANIEL COADY ASSISTANT BUSINESS MANAGER 45.00 X X 221393 0 92730 BRIAN NICHOLSON BUSINESS AGENT 45.00 X X 221441 0 92730 DANIEL MULLIGAN PRESIDENT 10.00 X X 10046 0 0 DANIEL W O'BRIEN EXECUTIVE BOARD 5.00 X X 5665 0 0 JAMES M O'BRIEN BUSINESS AGENT 45.00 X X 230319 0 92730 WILLIAM KERRIGAN RECORDING SECRETARY 5.00 X X 4800 0 0 CHRISTOPHER BRENNAN ORGANIZER 45.00 X X 218939 0 92730 KEVIN J MULLIGAN FINANCE COMMITTEE 5.00 X X 5665 0 0 JAMES CURRAN FINANCE COMMITTEE 5.00 X X 10544 0 0 JEREMY LYDON FINANCE COMMITTEE 5.00 X X 5665 0 0 JOHN J KELLY BUSINESS AGENT 45.00 X X 221333 0 92730 RYAN GILLIGAN VICE PRESIDENT 10.00 X X 9962 0 0 STEVEN R MULLIGAN EXAMINING BOARD 5.00 X X 0 0 0 MICHAEL CROWLEY EXAMINING BOARD 5.00 X X 0 0 0 ROBERT D CREHAN EXAMINING BOARD 5.00 X X 0 0 0 ALBERT BELSITO EXECUTIVE BOARD 5.00 X X 5665 0 0 JULIE M HEMINGWAY EXECUTIVE BOARD 5.00 X X 3600 0 0 PETER AYLWARD INSIDE GUARD 5.00 X X 3900 0 0 JOSEPH SHEA EXECUTIVE BOARD 5.00 X X 5149 0 0 TERENCE SWEENEY UA ORGANIZER 45.00 X 218886 0 92730 1688139 0 667656 7 0 1 0 0 ASSESSMENTS, DUES, FEES 900099 7510254 7510254 7510254 386685 386685 2846058 2708935 137123 137123 137123 LMCT FUND REIMBURSEMENT 900099 10000 10000 RENTAL INCOME 900099 6042 6042 16042 8050104 7663419 0 386685 421250 1688140 184816 878300 296296 125229 14946 84673 66005 32261 3615 120979 36781 48606 238792 210653 22606 6682 2027088 134470 104192 POLITICAL CONTRIBUTIONS 286677 MEMBER SOCIAL FUNCTIONS 205800 PR DONATIONS 192889 FOUNDATION FOR FAIR CON 87610 54506 7573862 1520880 1847305 2116698 2151596 1948520 1123935 893294 824585 9048571 8451677 2565557 3732992 16145000 17008155 200721 211100 133598 261189 334319 472289 X 13602750 14264647 2207931 2271219 15810681 16535866 16145000 17008155 476242 248943 0 X X 0 1 X 1 0 40000 40000 165000 119500 45500 818945 394123 424822 893839 579576 314263 30736 30736 0 824585 US TREASURY NOTE 0.250 06/30/25 637565 F US TREASURY NOTE 1.625 02/15/26 1991432 F US TREASURY NOTE 3.875 08/15/23 1103995 F 3732992 DUE TO VACATION TRUST FUND 2174 DUE TO UA PEC (PAC) 21366 DUE TO UA ORGANIZING DUES 237649 261189 X 8266425 248943 -361 248582 8017843 32261 32261 8050104 7541240 0 7541240 32261 361 32622 7573862 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE CORPORATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON VEHICLE TRADE-IN -361. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON VEHICLE TRADE-IN 361. 0 0 0 DANIEL T O'BRIEN BUS. MANAGER/FINANCE. SEC 285167 0 0 0 0 0 69960 0 41316 0 396443 0 0 0 JAMES M O'BRIEN BUSINESS AGENT 230319 0 0 0 0 0 58300 0 34430 0 323049 0 0 0 BRIAN NICHOLSON BUSINESS AGENT 221441 0 0 0 0 0 58300 0 34430 0 314171 0 0 0 DANIEL COADY ASSISTANT BUSINESS MANAGER 221393 0 0 0 0 0 58300 0 34430 0 314123 0 0 0 JOHN J KELLY BUSINESS AGENT 221333 0 0 0 0 0 58300 0 34430 0 314063 0 0 0 CHRISTOPHER BRENNAN ORGANIZER 218939 0 0 0 0 0 58300 0 34430 0 311669 0 0 0 TERENCE SWEENEY UA ORGANIZER 218886 0 0 0 0 0 58300 0 34430 0 311616 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WITH VOTING RIGHTS TO ELECT THE MEMBERS OF THE GOVERNING BODY, DELEGATES, AND CAN APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED BY THE MEMBERS OF THE LOCAL. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY ARE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 1: THE UNION PREPARES ITS FINANCIAL STATEMENTS USING THE MODIFIED CASH BASIS OF ACCOUNTING WHICH INCLUDES DEPRECIATION OF CAPITALIZED ASSETS AS EXPENSES AS WELL AS CAPITALIZED LEASES AND LOANS PAYABLE RELATED TO THE CAPITALIZED ASSETS. THE STATEMENT OF FINANCIAL POSITION ALSO INCLUDES AMOUNTS OWED TO RELATED PARTIES AND ASSETS AND LIABILITIES RESULTING FROM CASH TRANSACTIONS. UNDER THE MODIFIED CASH BASIS, REVENUES ARE GENERALLY RECOGNIZED WHEN COLLECTED RATHER THAN WHEN EARNED, AND EXPENSES ARE GENERALLY RECOGNIZED WHEN PAID RATHER THAN WHEN INCURRED. CONSEQUENTLY, THE FINANCIAL STATEMENTS DO NOT INCLUDE RECEIVABLES FOR REVENUE EARNED, AMOUNTS DUE VENDORS AND SUPPLIERS, AND PREPAID EXPENSES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR PERIOD. PIPEFITTERS CHARITABLE FUND INC 40 ENTERPRISE STREET DORCHESTER MA 02125 263328027 TO MAKE DONATIONS FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES MA 501(C)(3) LINE 10 0 PIPEFITTERS LOCAL UNION NO 537 EDUCATION TRUST FUND 40 ENTERPRISE STREET DORCHESTER MA 02125 042326090 TRAINING FUND MA 501(C)(3) LINE 10 0 PIPEFITTERS UNION LOCAL 537 VACATION FUND 40 ENTERPRISE STREET DORCHESTER MA 02125 237255451 EMPLOYEE BENEFITS MA 501(C)(9) 0 PIPEFITTERS UNION LOCAL NO 537 HEALTH AND WELFARE FUND 40 ENTERPRISE STREET DORCHESTER MA 02125 042167074 EMPLOYEE BENEFITS MA 501(C)(9) 0 PIPEFITTERS UNION LOCAL NO 537 PENSION FUND 40 ENTERPRISE STREET DORCHESTER MA 02125 516030859 EMPLOYEE BENEFITS MA 501(C)(9) 0 PIPEFITTERS LOCAL UNION NO 537 DEFERRED INCOME ANNUITY FUND INDIVIDUAL ACCO 40 ENTERPRISE STREET DORCHESTER MA 02125 042760802 EMPLOYEE BENEFITS MA 501(C)(9) 0 PIPEFITTERS ASSOCIATION LOCAL UNION 537 NEMCA LABOR MANAGEMENT COOPERATION 35 TRAVIS STREET DORCHESTER MA 02125 046751112 LABOR MANAGEMENT MA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 PIPEFITTERS LOCAL UNION 537 EDUCATION TRUST K 176847 RENT-FMV