Form990
Click to see list of attachments
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
Pipe Trades Industry Health and Welfare
Plan
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 3040
 
Room/suite
City or town, state or country, and ZIP + 4
Terre Haute, IN47803
D Employer identification number

35-1063466
E Telephone number

G Gross receipts $ 47,525,114
F Name and address of principal officer:
 
 
 
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1961
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Provide health and welfare benefits to members.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 8
6 Total number of volunteers (estimate if necessary) ............. 6  
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) .........   0
9 Program service revenue (Part VIII, line 2g) ......... 28,951,193 28,214,884
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,042,191 1,900,146
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)   0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 30,993,384 30,115,030
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 29,567,152 28,954,774
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 590,973 647,911
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,760,039 1,814,910
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 31,918,164 31,417,595
19 Revenue less expenses. Subtract line 18 from line 12....... -924,780 -1,302,565
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 38,891,999 38,618,196
21 Total liabilities (Part X, line 26)............. 721,130 873,423
22 Net assets or fund balances. Subtract line 21 from line 20..... 38,170,869 37,744,773
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: Provide health and welfare benefits to members.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 31,417,595 including grants of $   ) (Revenue $ 30,115,030 )
Health and welfare benefits paid to/for members and dependents and related expenses.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet31,417,595
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
613
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
No
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
8
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
No
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
No
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
 
No
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletTim Thacker8680 E Milner AvenueTerre HauteIN47803 (812) 877-2581
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
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
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Donnie R Ritter........................................................................
Trustee
 2.00
.......................0.00 		X           0 0 0
(2) Wendell Hibdon........................................................................
Trustee
 2.00
.......................0.00 		X           0 0 0
(3) Charles Martin........................................................................
Trustee
 2.00
.......................0.00 		X           0 0 0
(4) Keith Murt........................................................................
Trustee
 2.00
.......................0.00 		X           0 0 0
(5) Tim Thacker........................................................................
Admin Manager
 40.00
.......................0.00 		    X       99,586 0 27,153
(6) Kyle Henderson........................................................................
Vice-Chairman
 4.00
.......................0.00 		    X       0 0 0
(7) Jack E Neal Jr........................................................................
Sec-Treasurer
 4.00
.......................0.00 		    X       0 0 0
(8) Mark A Unger........................................................................
Vice-Chairman
 4.00
.......................0.00 		    X       0 0 0
(9) John Rayburn........................................................................
Chairman
 4.00
.......................0.00 		    X       0 0 0
















Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 99,586   27,153
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Legg Mason Private Portfolio Group620 8th AvenueNew YorkNY10018 Investment Manager 105,243
Anthem Insurance Company220 Virginia AvenueIndianapolisIN46204 PPO 1,029,922
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a Participant Contributions   3,480,075 3,480,075    
b Employer Contributions   24,734,809 24,734,809    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 28,214,884
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 680,758     680,758
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 18,629,472  
b Less: cost or other basis and sales expenses 17,409,902 182
c Gain or (loss) 1,219,570 -182
d Net gain or (loss)..........MediumBullet 1,219,388 1,219,388    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 30,115,030 29,434,272   680,758
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 28,954,774 28,954,774
5 Compensation of current officers, directors, trustees, and key employees .... 126,739 126,739    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 303,154 303,154    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 98,215 98,215    
9 Other employee benefits ....... 87,718 87,718    
10 Payroll taxes ........... 32,085 32,085    
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 34,202 34,202    
c Accounting ........... 42,087 42,087    
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 182,904 182,904    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,237,132 1,237,132    
12 Advertising and promotion .... 0      
13 Office expenses ....... 15,654 15,654    
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 12,499 12,499    
17 Travel ............ 4,472 2,088 2,384  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 806   806  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 83,067 83,067    
23 Insurance .............. 14,442 14,442    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Equipment Rental 14,599 14,599    
b Repairs and Maintenance 18,789 18,789    
c Printing and Publications 44,148 44,148    
d Postage and Shipping 86,447 86,447    
e All other expenses 23,662 23,662    
25 Total functional expenses. Add lines 1 through 24e 31,417,595 31,414,405 3,190 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 100 1 100
2 Savings and temporary cash investments ......... 2,846,260 2 2,292,017
3 Pledges and grants receivable, net ...........   3 0
4 Accounts receivable, net ............. 2,696,725 4 2,397,978
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7 0
8 Inventories for sale or use ..............   8 0
9 Prepaid expenses and deferred charges .......... 6,918 9 6,372
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 747,395
b Less: accumulated depreciation ..... 10b 482,477 329,714 10c 264,918
11 Investments—publicly traded securities .......... 32,769,881 11 33,157,079
12 Investments—other securities. See Part IV, line 11 .....   12 0
13 Investments—program-related. See Part IV, line 11 .....   13 0
14 Intangible assets ...............   14 0
15 Other assets. See Part IV, line 11 ........... 242,401 15 499,732
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 38,891,999 16 38,618,196
Liabilities 17 Accounts payable and accrued expenses ......... 721,130 17 873,423
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 721,130 26 873,423
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds 38,170,869 32 37,744,773
33 Total net assets or fund balances ........... 38,170,869 33 37,744,773
34 Total liabilities and net assets/fund balances ........ 38,891,999 34 38,618,196
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
30,115,030
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
31,417,595
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,302,565
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
38,170,869
5
Net unrealized gains (losses) on investments ...............
5
876,469
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
37,744,773
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000229
Software Version: 2012v2.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Pipe Trades Industry Health and Welfare
Plan
Employer identification number

35-1063466
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,000 2,000
b Buildings ................   275,326 187,704 87,622
c Leasehold improvements ............        
d Equipment ................        
e Other .................   470,069 294,773 175,296
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 264,918
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 30,808,777
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 876,469
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 876,469
3 Subtract line 2e from line 1..................... 3 29,932,308
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 182,904
b Other (Describe in Part XIII.) ........... 4b -182
c Add lines 4a and 4b....................... 4c 182,722
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 30,115,030
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 31,234,873
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 31,234,873
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 182,904
b Other (Describe in Part XIII.) ............ 4b -182
c Add lines 4a and 4b....................... 4c 182,722
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 31,417,595
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000229
Software Version: 2012v2.0




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
Pipe Trades Industry Health and Welfare
Plan
Employer identification number

35-1063466
Identifier Return Reference Explanation
Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Documents are available for review at office located at 8680 E. Milner Avenue, Terre Haute, IN.
Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process Form 990 is reviewed with financial statements at scheduled board of trustees meeting.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000229
Software Version: 2012v2.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Pipe Trades Industry Health and Welfare
Plan
Employer identification number

35-1063466
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Plumbers & Fitters #157

8801 East Milner Avenue

Terre Haute,IN47803
   IN     N/A
 
No
(2) Pipe Trades H & W Plan

P O Box 3040

Terre Haute,IN47803
   IN     N/A
 
No
(3) Local Union No 661

R R 5 4401 S Eaton Ave

Muncie,IN47302
   IN     N/A
 
No
(4) Local Union No 184

1332 Broadway

Paducah,KY42001
   KY     N/A
 
No
(5) Local Union No 136

2300 St Joseph IPD

Evansville,IN47720
   IN     N/A
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Watt Mechancial LLC

9768 South Watt Landing
Pendleton,IN46064
   IN N/A
         No     No  
(2) Shambaugh & Son LP

PO Box 1287
Fort Wayne,IN46801
   IN N/A
         No     No  
(3) National Steel City LLC

14650 Jib Street
Plymouth,MI48170
   MI N/A
         No     No  
(4) Morsey Constructors LLC

959 Dr Smith Lane
Calvert City,KY42026
   KY N/A
         No     No  
(5) Minnesota Limited

18640 200th Street
Big Lake,MN55309
   MN N/A
         No     No  
(6) Lucas Company LLC

10200 Israel Road
Terre Haute,IN47802
   IN N/A
         No     No  
(7) ICI Mechanical LLC

611 House Road
Boaz,KY42027
   KY N/A
         No     No  
(8) Galloway Plbg & Mech LLC

3230 Central Avenue
Paducah,KY42001
   KY N/A
         No     No  
(9) Freedom Enterprises LLC

5302 English Avenue
Indianapolis,IN46219
   IN N/A
         No     No  
(10) Cardinal Contracting LLC

2300 South Tibbs Avenue
Indianapolis,IN46241
   IN N/A
         No     No  
(11) Advanced Ind Serv LLC

120 N Lime St PO Box 1268
Lancaster,PA17608
   PA N/A
         No     No  
(12) Above All Service LLC

1512 Main Street Unit 2
Benton,KY42025
   KY N/A
         No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Meyers Mechanical Group

P O Box 1950
Richmond,IN47375
   IN N/A
           No
(2) X-Treme Mechanical Inc

4912 West Windsor Road
Champaign,IL61826
   IL N/A
           No
(3) Williams Plant Services

100 Crescent Centre Pkwy Suite 1240
Tucker,GA30084
   GA N/A
           No
(4) Weddle Plumbing Inc

P O Box 6253
Bloomington,IN47407
   IN N/A
           No
(5) Walsh Industrial Piping

P O Box 11400
Lexington,KY40575
   KY N/A
           No
(6) Wagner Meinert Inc

7617 Freedom Way
Fort Wayne,IN46818
   IN N/A
           No
(7) Viking Industrial Inc

617 A Salem Road
Rossville,GA30741
   GA N/A
           No
(8) Venture Mechanical Contr

1012 East Williams Street
Danville,IL61832
   IL N/A
           No
(9) URS Energy & Construction

P O Box 400
Newton,IL62448
   IL N/A
           No
(10) Universal Piping Inc

12900 Capital Street
Oak Park,MI48237
   MI N/A
           No
(11) United Piping Corporation

505 East 31st Street
Anderson,IN46011
   IN N/A
           No
(12) United Mechanical HVAC

P O Box 636
Calvert City,KY42029
   KY N/A
           No
(13) Triangle Enterprises Inc

3630 Cairo Road
Paducah,KY42001
   KY N/A
           No
(14) Tri-M Plumbing

588 E Goode Point Lane
Olney,IL62450
   IL N/A
           No
(15) Travis Construction Co

P O Box 248
Calvert City,KY42029
   KY N/A
           No
(16) Tracys Plumbing Inc

1 Kris Drive
New Lenox,IL60451
   IL N/A
           No
(17) The Kunkel Group Inc

510 Main Street
Evansville,IN47708
   IN N/A
           No
(18) Sycamore Engineering

P O Box 1056
Terre Haute,IN47808
   IN N/A
           No
(19) Swift & Staley Mech

761 Veterens Avenue
Kevil,KY42053
   KY N/A
           No
(20) Superior Mechanical Inc

648 Walnut Street
Terre Haute,IN47807
   IN N/A
           No
(21) Strahl Frank and Son

401 North Washington
Danville,IL61832
   IL N/A
           No
(22) Stone and Webster Const

36400 South Essex Road
Wilmington,IL60481
   IL N/A
           No
(23) Stevenson Htg and Cooling

765 Vanzora Road
Benton,KY42001
   KY N/A
           No
(24) Sterling Boiler & Mech

P O Box 8004
Evansville,IN47716
   IN N/A
           No
(25) State Group Industrial

13800 Highway 57
Evansville,IN47725
   IN N/A
           No
(26) Snedegar Constr Inc

6935 Old State Road 37
Bloomington,IN47401
   IN N/A
           No
(27) Shekell J E Inc

424 W Tennessee Street
Evansville,IN47710
   IN N/A
           No
(28) Sexson Mechanical Corp

1001 Commerce Pkw S Dr Suite A
Greenwood,IN46143
   IN N/A
           No
(29) Senex X-Ray Company

Hwy 33 East P O Box 651
Robinson,IL62454
   IL N/A
           No
(30) Senco Construction Inc

Hwy 33 East PO Box 651
Robinson,IL62454
   IL N/A
           No
(31) Schmitt Refrig & AC

200 S Governor
Evansville,IN47713
   IN N/A
           No
(32) Salyer Taylor Inc

P O Box 219
Muncie,IN47308
   IN N/A
           No
(33) Robertson Mech and Elec

P O Box 963
Georgetown,KY40324
   KY N/A
           No
(34) Roberts Pipe Line Constr

P O Box 169
Sulphur Springs,IN47388
   IN N/A
           No
(35) Ritzert Company Inc

3117 Kratzville Road
Evansville,IN47710
   IN N/A
           No
(36) Rich G A & Sons Inc

P O Box 50
Deer Creek,IL61733
   IL N/A
           No
(37) Reliable Plbg & Htg Co

P O Box 734
Savoy,IL61874
   IL N/A
           No
(38) Quality Pldg & Htg Inc

P O Box 428
Bunker Hill,IN46914
   IN N/A
           No
(39) Project Design & Piping

3615 Transportation Drive
Fort Wayne,IN46818
   IN N/A
           No
(40) Precision Piping & Mech

5201 Middle Mt Vernon Rd
Evansville,IN47712
   IN N/A
           No
(41) Precision Cooling Towers

1365 Commonwealth F Drive
Henderson,KY42420
   KY N/A
           No
(42) Precision Contro Sys Indy

7225 Girls School Avenue
Indianapolis,IN46241
   IN N/A
           No
(43) Power Maintenance & Const

201 Tower Plaza
Belleville,IL62220
   IL N/A
           No
(44) Peyronnin Construction Co Inc

P O Box 3317
Evansville,IN47732
   IN N/A
           No
(45) Peine Engineering Co Inc

1440 W 30th Street
Indianapolis,IN46208
   IN N/A
           No
(46) Paducah Sheet Metal

3630 Cairo Road
Paducah,KY42001
   KY N/A
           No
(47) Paducah Mechanical Service

P O Box 2909
Paducah,KY42001
   KY N/A
           No
(48) PCR Plumbing

600 Ingle Street
Evansville,IN47708
   IN N/A
           No
(49) North Mech Contr Inc

2627 N Emerson
Indianapolis,IN46218
   IN N/A
           No
(50) Newjack Metal Fab Inc

415 South Grant Street
Lebanon,IN46052
   IN N/A
           No
(51) Neth Schweizer Inc

P O Box 347
Mt Vernon,IN47620
   IN N/A
           No
(52) Nading Mechanical Inc

P O Box 98
Hope,IN47246
   IN N/A
           No
(53) Murtco Mechanical Inc

815 Abell Street
Paducah,KY42003
   KY N/A
           No
(54) Muncie Appr Training JAC

P O Box 20425
Indianapolis,IN46220
   IN N/A
           No
(55) Muensterman Wilburn

2125 Lexington Street
Evansville,IN47712
   IN N/A
           No
(56) Morrow Mechanical Svcs

P O Box 6514
Evansville,IN47719
   IN N/A
           No
(57) Morris Construction Inc

P O Box 377
Robinson,IL62454
   IL N/A
           No
(58) Morgan AC

2610 Sensmeier Road
Evansville,IN47711
   IN N/A
           No
(59) MMC Contractors National

13800 Wyandotte Street
Kansas City,MO64145
   MO N/A
           No
(60) Millikan Mechanical

1353 US Highway 60 West
Morganfield,KY42437
   KY N/A
           No
(61) Miller Pipeline Corp

P O Box 34141
Indianapolis,IN46234
   IN N/A
           No
(62) Midwest Mechanical

P O Box 4088
Evansville,IN47711
   IN N/A
           No
(63) Michels Pipeline

P O Box 128 817 W Main
Brownsville,WI53006
   WI N/A
           No
(64) Messmer Mechanical Inc

402 3rd Avenue
Jasper,IN47546
   IN N/A
           No
(65) Mech Tech

5267 B West Airport Road
Bloomington,IN47403
   IN N/A
           No
(66) McAbee Construction

P O Drawer 1460
Tuscaloosa,AL35403
   AL N/A
           No
(67) McReynolds Process Pipin

P O Box 125
Gracey,KY42232
   KY N/A
           No
(68) McIntyre Brothers Inc

P O Box 67
Bedford,IN47421
   IN N/A
           No
(69) Mastercraft Mechanical

2300 St Joe Industrial Park Drive
Evansville,IN47720
   IN N/A
           No
(70) Let Mechanical

P O Box 1160
Paducah,KY42002
   KY N/A
           No
(71) King Industries

P O Box 16608
Chattanooga,TN37416
   TN N/A
           No
(72) Johnson Controls Inc

507 East Michigan Street
Milwaukee,WI53202
   WI N/A
           No
(73) J L Allen Company

P O Box 341
Tuscola,IL61953
   IL N/A
           No
(74) J K Johnson Mechanical

P O Box 3779
Muscle Shoals,AL35662
   AL N/A
           No
(75) Ivitts Plumbing Contr

3306 Coleman Road
Paducah,KY42001
   KY N/A
           No
(76) Industrial Supply Company

322-328 N 9th Street
Terre Haute,IN47807
   IN N/A
           No
(77) Industrial Mechanical Inc

P O Box 1007
Matoon,IL61938
   IL N/A
           No
(78) Industrial Contrs Inc

75-20 Astoria Blvd Suite 200
East Elmhurst,NY11370
   NY N/A
           No
(79) Ind St Pipe Trades Assoc

P O Box 8916
Fort Wayne,IN46898
   IN N/A
           No
(80) ICU Service Company

P O Box 6866
Lafayette,IN47904
   IN N/A
           No
(81) IPT Pension Plan

8680 East Milner Avenue
Terre Haute,IN47803
   IN N/A
           No
(82) IHP Industrial

P O Box 578
St Joseph,MO64502
   MO N/A
           No
(83) Honeywell Inc

1985 Douglas Drive N MN10-182A
Golden Valley,MN55422
   MN N/A
           No
(84) Heinz H G Inc

P O Box 123
Vincennes,IN47591
   IN N/A
           No
(85) Heflin Industries Inc

5267 East West Airport Road
Bloomington,IN47403
   IN N/A
           No
(86) Hayes Mechanical Inc

5959 S Harlem Avenue
Chicago,IL60638
   IL N/A
           No
(87) Hattersley & Sons Inc

P O Box 5366
Fort Wayne,IN46895
   IN N/A
           No
(88) Hartig Plumbing Inc

10105 Bob Harris Road
Kevil,KY42053
   KY N/A
           No
(89) Harrell-Fish Inc

P O Box 1998
Bloomington,IN47402
   IN N/A
           No
(90) Harrah Plumbing & Htg

1212 Hulman Street
Terre Haute,IN47802
   IN N/A
           No
(91) Hampton Refrigeration Inc

2711 North Cullen Avenue
Evansville,IN47715
   IN N/A
           No
(92) Greiner Brothers Inc

6161 English Avenue
Indianapolis,IN46219
   IN N/A
           No
(93) Graycor Industrial Const

2 Mid America Plaza
Villa Park,IL60181
   IL N/A
           No
(94) Graves Plbg Htg & AC

P O Box 238
Switz City,IN47465
   IN N/A
           No
(95) Grant H A Plumbing Co

8911 Vann Road
Newburgh,IN47630
   IN N/A
           No
(96) Goebel Mechanical Inc

1025 Reis Avenue
Evansville,IN47711
   IN N/A
           No
(97) Gibson Services Comp Inc

6000 North 13th Street
Terre Haute,IN47805
   IN N/A
           No
(98) Gibson Plumbing & Piping

1512 Main Street
Benton,KY42025
   KY N/A
           No
(99) Garys Plumbing Service

2512 North Cullen
Evansville,IN47715
   IN N/A
           No
(100) G-UB-MK Constructors

1302 Topside Road
Louisville,TN37764
   TN N/A
           No
(101) Freitag-Weinhardt Inc

5900 North 13th Street
Terre Haute,IN47805
   IN N/A
           No
(102) Ev Plumbers Apprentice

4301 N St Joseph Ave
Evansville,IN47720
   IN N/A
           No
(103) Enerfab Corporation

4955 Spring Grove Avenue
Cincinnati,OH45232
   OH N/A
           No
(104) Edwards Mechanical Cont

3625 Prestwicke Place
Adams,TN37010
   TN N/A
           No
(105) Educational Trust Fund

8801 East Milner Avenue
Terre Haute,IN47803
   IN N/A
           No
(106) Education & Training

5820 Benton Road
Paducah,KY42003
   KY N/A
           No
(107) Edmundson Refrigeration

5675 South 50 West
Anderson,IN46013
   IN N/A
           No
(108) E L Sater Incorporated

P O Box 292
Daleville,IN47334
   IN N/A
           No
(109) Dynamic Mechanical Svcs

1606 Chestnut Street
Mishawaka,IN46545
   IN N/A
           No
(110) Dunlap & Company Inc

P O Box 328
Columbus,OH47202
   OH N/A
           No
(111) Deig Bros Lbr & Constr Co

2804 A St
Evansville,IN47712
   IN N/A
           No
(112) Debra-Kuempel

3976 Southern Avenue
Cincinnati,OH45227
   OH N/A
           No
(113) Davis Houk Mechanical

P O Box 17231
Urbana,IL61803
   IL N/A
           No
(114) D K Construction Co

P O Box 388
Calvert City,KY42029
   KY N/A
           No
(115) D J Mechanical

5302 English Avenue
Indianapolis,IN46219
   IN N/A
           No
(116) D A Dodd

14 East Michigan Street
Rolling Prairie,IN46371
   IN N/A
           No
(117) Custom Mechanical Const

1609 Allens Lane
Evansville,IN47710
   IN N/A
           No
(118) Craft Mech Contr Inc

3412 South 460 East
Lafayette,IN47903
   IN N/A
           No
(119) Corbitt & Sons Const Co

8728 Robbins Road
Indianapolis,IN46268
   IN N/A
           No
(120) Collier Inc

P O Box 499
Calvert City,KY42029
   KY N/A
           No
(121) Civil Contracting

2720 B Bridge Street
Paducah,KY42003
   KY N/A
           No
(122) Chester Mechanical Inc

331 North 12th Street
Paducah,KY42002
   KY N/A
           No
(123) Charles Jarrell Contr Co

4208 Rider Trail North
Earth City,MO63045
   MO N/A
           No
(124) Cesa Contractors Inc

P O Box 525
Calvery City,KY42029
   KY N/A
           No
(125) Carrier Building Service

Carrier Bldg Pkwy TR-5 Thompson Rd
Syracuse,NY13221
   NY N/A
           No
(126) CMI Heating and Air

P O Box 3374
Paducah,KY42001
   KY N/A
           No
(127) CDK Refrigeration Inc

2731 Old Romney Road
Lafayette,IN47905
   IN N/A
           No
(128) Buds Plbg Ser Inc

400 East Illinois
Evansville,IN47711
   IN N/A
           No
(129) Bowen Engineering Corp

P O Box 40729
Indianapolis,IN46240
   IN N/A
           No
(130) Bobbys Plumbing Inc

PO Box 219
Paducah,KY42002
   KY N/A
           No
(131) BMW Constructors Inc

1740 W Michigan Street
Indianapolis,IN46222
   IN N/A
           No
(132) Big Inch Fab and Constr

PO Box 99
Montezuma,IN47862
   IN N/A
           No
(133) Benchmark Mechanical

700 E Firmin Street Suite 112
Kokomo,IN46902
   IN N/A
           No
(134) Bass Maintenance Corp

PO Box 98
Wickliffee,KY42087
   KY N/A
           No
(135) Baders Mechanical Inc

110 West Main Street
Richmond,IN47374
   IN N/A
           No
(136) B & S Plbg & Htg Inc

775 West Johnson Ave
Terre Haute,IN47802
   IN N/A
           No
(137) Azco Inc

PO Box 567
Appleton,WI54912
   WI N/A
           No
(138) Atlantic Plant Maint Inc

3225 Pasadena Blvd
Pasadena,TX77503
   TX N/A
           No
(139) Alpha Mechanical Service

7200 Distribution Drive
Louisville,KY40258
   KY N/A
           No
(140) Alberici J S Construction

2150 Kienlen Avenue
St Louis,MO63121
   MO N/A
           No
(141) A B C Plumbing Service

835 East Boonville
Evansville,IN47711
   IN N/A
           No
(142) A A Huber & Sons Inc

500 North Jackson Street
Greencastle,IN46135
   IN N/A
           No
(143) A & R Mechanical Contrs

711 Kettering Park
Urbana,IL61803
   IL N/A
           No
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID: 12000229
Software Version: 2012v2.0