2020-11-13T14:05:01-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 521643734 ELECTRI INTERNATIONAL - THE FOUNDATION FOR ELECTRICAL CONSTRUCTION INC ELEC 2029916300 1201 PENNSYLVANIA AVENUE NW NO 12 WASHINGTON DC 20004 JOSH BONE EXECUTIVE DIRECTOR 2029916300 2020-11-13 1 MIKE SORRELLS P00001737 2022932200 2020-11-13 66.98.98.29 2020-11-13 14:03:26 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 2019 2021-01-29 14:40:06Z X ELECTRI INTERNATIONAL JOSH BONE 1201 PENNSYLVANIA AVENUE NW NO 1200 WASHINGTON DC 20004 5910901 0 X WWW.ELECTRI.ORG X 1989 MD TO USE ITS RESOURCES TO COMMISSION AND DISSEMINATE COLLABORATIVE AND INNOVATIVE RESEARCH, EDUCATION, AND TECHNOLOGY SOLUTIONS THAT ADVANCE THE FUTURE GROWTH AND PROSPERITY OF THE ELECTRICAL CONSTRUCTION INDUSTRY. 10 8 0 230 0 0 1046012 898133 48120 57935 497171 336334 0 0 1591303 1292402 126624 103125 0 0 508777 510693 0 0 50294 952554 1124118 1587955 1737936 3348 -445534 24019562 26709039 493308 708396 23526254 26000643 X TO USE ITS RESOURCES TO COMMISSION AND DISSEMINATE COLLABORATIVE AND INNOVATIVE RESEARCH, EDUCATION, AND TECHNOLOGY SOLUTIONS THAT ADVANCE THE FUTURE GROWTH AND PROSPERITY OF THE ELECTRICAL CONSTRUCTION INDUSTRY. 0 0 542889 57935 THE ELECTRI COUNCIL COMMISSIONS ACCURATE, RELIABLE, TOP QUALITY RESEARCH TO SUPPORT ELECTRICAL CONTRACTORS IN THEIR BUSINESS EFFORTS AND HELPS PREPARE THE INDUSTRY FOR NEW BUSINESS AND TECHNOLOGY REALITIES OF THE 21ST CENTURY. 416661 RESEARCH INVESTIGATES TRENDS THAT AFFECT THE ELECTRICAL INDUSTRY. AS A RESULT, ELECTRICAL CONTRACTORS, MANUFACTURERS AND DISTRIBUTORS RECEIVE SUPPORT IN THEIR BUSINESS EFFORTS FROM TOP QUALITY RESEARCH. 202950 103125 EDUCATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES TO STUDENTS STUDYING AND ENTERING THE ELECTRICAL CONTRACTING PROFESSION AND RELATED PROFESSIONS. THERE ARE SCHOLARSHIPS, GRANTS, AND STIPENDS OFFERED TO NECA CHAPTERS, NECA STUDENT CHAPTERS AND FACULTY MEMBERS. PRIZE MONIES ARE ALSO AWARDED FOR STUDENT COMPETITIONS ANNUALLY. 114101 INTERNATIONAL HAS SOUGHT TO FOSTER INFORMATIONAL, BUSINESS AND CULTURAL EXCHANGE OPPORTUNITIES BETWEEN ELECTRI COUNCIL MEMBERS AND CONTRACTORS FROM THE INTERNATIONAL COMMUNITY (I.E., CANADA, MEXICO, CENTRAL AMERICA, LATIN AMERICA, EUROPEAN AND ASIAN COUNTRIES). ADDITIONALLY, PRIZE MONIES ARE AWARDED FOR STUDENTS SELECTED AS WINNERS AMONG THOSE ENTERED IN THE STUDENT PASSPORT COMPETITION. 686 DISASTER RELIEF ASSISTS FAMILIES AND BUSINESSES IMPACTED BY DISASTERS. 114787 1277287 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 AC 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE ORGANIZATION 2029916300 1201 PENNSYLVANIA AVENUE NW NO 1200 WASHINGTON DC 20004 LARRY BELTRAMO CHAIRMAN 1.00 1.00 X X 0 0 0 SONJA RHEAUME VICE CHAIRMAN 1.00 0.00 X X 0 0 0 DAVID LONG TREASURER (FROM APRIL 2019) 1.00 34.00 X X 0 649617 39940 JOHN GRAU TREASURER (UNTIL JUNE 2019) 1.00 34.00 X X 0 434389 38521 L JOE SHORTER SECRETARY, EXECUTIVE DIRECTOR 34.00 1.00 X X 200624 0 42909 JOHN FRANZ BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 DAVID HARDT BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 MICHAEL MCPHEE BOARD OF TRUSTEES 1.00 1.00 X 0 0 0 TODD MIKEC BOARD OF TRUSTEES 1.00 1.00 X 0 0 0 MICHAEL PARKES BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 GREGORY RICK BOARD OF TRUSTEES 1.00 1.00 X 0 0 0 200624 1084006 121370 1 0 1 0 0 469111 429022 898133 CONFERENCES AND MEETINGS 900099 54675 54675 PUBLICATIONS 900099 3260 3260 57935 503998 503998 4450835 4618499 -167664 -167664 -167664 1292402 57935 0 336334 X 103125 103125 510693 384408 111149 15136 41036 41036 345945 260399 75293 10253 26165 19695 5695 775 59744 44970 13003 1771 111889 84221 24352 3316 152144 114522 33113 4509 277360 183273 82810 11277 OTHER EXPENSES 109835 82674 23904 3257 1737936 1277287 410355 50294 198354 228974 871884 594725 4190266 3852680 17717884 20907375 1001032 1080036 40142 45249 24019562 26709039 17500 17500 475808 690896 493308 708396 X 2433286 4748731 21092968 21251912 23526254 26000643 24019562 26709039 X -445534 2849695 70228 X X 0 1 X 1 0 X 1519482 1383906 2129180 1046012 898133 6976713 1519482 1383906 2129180 1046012 898133 6976713 1480900 5495813 643520 436643 412436 449647 503998 2446244 -5283 -5283 9417674 254342 0.58360 0.57040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS REVENUE - 2015 AMOUNT: $ -5,283. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5273997 4423 1685492 1235619 21230 5707063 6883967 3470 -435674 1156933 20833 5273997 6946676 2909 1047863 1092609 20872 6883967 7258692 27915 733290 1051255 21966 6946676 8336939 13680 -164434 903889 23604 7258692 1.00000 0 0 0 LIABILITY UNDER SPLIT-INTEREST UNITRUST 346830 DUE TO AFFILIATE 344066 690896 4171289 2849695 70228 2919923 1251366 41036 41036 1292402 1696900 0 1696900 41036 41036 1737936 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL FUNDS ESTABLISHED IN ORDER TO PROVIDE INCOME TO ADVANCE ELECTRI'S ORGANIZATIONAL MISSION. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF SPLIT INTEREST AGREEMENT 70,228. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 CONFERENCE CROSS BORDER COSTA RICA MEETING 2019 46989 0 0 0 0 0 0 46989 0 46989 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 STIPENDS 13 12000 AWARDS 49 69657 SCHOLARSHIPS 341 21468 PART I, LINE 2: THE AWARDING AND USE OF GRANTS, STIPENDS AND STUDENT SUPPORT IS MONITORED BY MANAGEMENT AND ELECTRI'S GOVERNING BOARD. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 DAVID LONG TREASURER (FROM APRIL 2019) 0 476250 0 152000 0 21367 0 26134 0 18783 0 694534 0 0 JOHN GRAU TREASURER (UNTIL JUNE 2019) 0 266047 0 0 0 168342 0 28117 0 13722 0 476228 0 0 L JOE SHORTER SECRETARY, EXECUTIVE DIRECTOR 188383 0 0 0 12241 0 23301 0 21960 0 245885 0 0 0 PART I, LINE 1A ALL OF ELECTRI'S COMPENSATION COSTS CONSIST OF EXPENSES ALLOCATED FROM ITS AFFILIATE NECA. AS SUCH, NECA'S COMPENSATION PRACTICES ARE REFLECTED ON THIS SCHEDULE J. FIRST CLASS TRAVEL, COMPANION TRAVEL, TAX INDEMNIFICATIONS, AND CLUB DUES ARE PERMITTED BY NECA UNDER CERTAIN CIRCUMSTANCES IN ACCORDANCE WITH PRE-DETERMINED POLICIES AND PROCEDURES. PART I, LINE 4B THE FOLLOWING EMPLOYEES PARTICIPATED IN A 457(F) PLAN DURING 2019: JOHN GRAU - $19,000 DAVID LONG - $19,000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE SECRETARY-TREASURER. A COPY OF THE FORM 990 IS THEN SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ELECTRI INTERNATIONAL HAS A CONFLICT OF INTEREST POLICY THAT WAS ADOPTED IN 2008 TO PROVIDE GUIDANCE IN IDENTIFYING AND HANDLING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST INVOLVING ELECTRI INTERNATIONAL. FORM 990, PART VI, SECTION B, LINE 15 AS ELECTRI'S PERSONNEL EXPENSES CONSIST SOLELY OF ALLOCATED CHARGES FROM NECA,ELECTRI DOES NOT HAVE ITS OWN PROCESS IN PLACE FOR SETTING COMPENSATION. RATHER, NECA'S PROCESS IS THE KEY MECHANISM RELIED UPON BY ELECTRI. A SUMMARY OF NECA'S COMPENSATION SETTING PROCEDURE IS AS FOLLOWS: THE COMPENSATION COMMITTEE OF THE EXECUTIVE COMMITTEE IS THE BODY CHARGED WITH REVIEWING NECA'S CEO'S COMPENSATION PACKAGE. THE COMMITTEE REVIEWS MARKET DATA AND THE CEO'S PERFORMANCE IN DETERMINING WHAT AN EQUITABLE COMPENSATION PACKAGE SHOULD BE. IN TURN, THE CEO OF NECA IS CHARGED WITH PREPARING EVALUATIONS FOR NECA'S SENIOR MANAGEMENT TEAM BASED ON EACH INDIVIDUAL'S PERFORMANCE DURING THE CURRENT YEAR. THIS DATA IS THEN USED BY THE CEO, WITH ADVISEMENT FROM THE COMPENSATION COMMITTEE, IN SETTING COMPENSATION PACKAGES FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, WHICH INCLUDES THE FINANCIAL STATEMENTS IS MADE AVAILABLE ON ELECTRI'S WEBSITE. THE GOVERNING DOCUMENTS AND A COPY OF ELECTRI'S CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 260,399. MANAGEMENT AND GENERAL EXPENSES 75,293. FUNDRAISING EXPENSES 10,253. TOTAL EXPENSES 345,945. FORM 990, PART XI, LINE 9: CHANGE IN THE VALUE OF SPLIT INTEREST TRUST 70,228. FORM 990, PART XI, LINE 2C, THE AUDIT REVIEW PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC 3 BETHESDA METRO CENTER SUITE 1100 BETHESDA MD 20814 530115267 PROMOTE HIGHER STANDARDS, QUALITY, AND TRAINING IN THE ELECTRICAL INDUSTRY MD 501(C)(6) NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION N 1250115 FMV NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION O 510693 FMV NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION P 1032686 FMV NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION C 469111 FMV NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION A 7875 FMV