INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (EIN 23-0724610)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349312511
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T16:18:06-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN230724610EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF ELECTRICALBusinessNameLine1Txt
Business Name Line2WORKERS #98BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2155635592PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11719 SPRING GARDEN STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCIS WALSH JRPersonNm
Person TitleFINANCIAL SECRETARYPersonTitleTxt
Phone2155635592PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm16:17:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id214E2DE4754F8F73DD572B34B07E6CCBC316F7C9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRANCIS WALSH JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11719 SPRING GARDEN STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,156,300GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IBEW98.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1901FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionLABOR UNION ORGANIZATIONActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee88TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$30,446,181PYProgramServiceRevenueAmt
CY Program Service Revenue$31,680,326CYProgramServiceRevenueAmt
PY Investment Income$190,569PYInvestmentIncomeAmt
CY Investment Income$316,354CYInvestmentIncomeAmt
PY Other Revenue$74,013PYOtherRevenueAmt
CY Other Revenue$240,754CYOtherRevenueAmt
PY Total Revenue$30,710,763PYTotalRevenueAmt
CY Total Revenue$32,237,434CYTotalRevenueAmt
PY Grants And Similar Paid$594,374PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$561,700CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$6,817,875PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$5,604,748CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,044,670PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,033,699CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,183,774PYOtherExpensesAmt
CY Other Expenses$8,389,942CYOtherExpensesAmt
PY Total Expenses$25,640,693PYTotalExpensesAmt
CY Total Expenses$24,590,089CYTotalExpensesAmt
PY Revenues Less Expenses$5,070,070PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,647,345CYRevenuesLessExpensesAmt
Total Assets BOY$48,987,739TotalAssetsBOYAmt
Total Assets EOY$56,937,573TotalAssetsEOYAmt
Total Liabilities BOY$431,185TotalLiabilitiesBOYAmt
Total Liabilities EOY$255,137TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$48,556,554NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,682,436NetAssetsOrFundBalancesEOYAmt
MissionLABOR UNION ORGANIZATIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescDUES & WELFARE PROTECTION FUND PROVIDES BENEFITS FOR PENSIONED MEMBERS,DISABLED MEMBERS, AND SICK MEMBERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescLOCAL UNION #98 IBEW SUP 2100 FUND - THIS FUND PROVIDES FINANCIALASSISTANCE FOR LOCAL UNION MEMBERS WHO ARE AVAILABLE FOR WORK BUT AREUNEMPLOYED AND HAVE BEEN UNABLE TO OBTAIN EMPLOYMENT THROUGH THEIR OWNEFFORTS OR THE LOCAL UNION OFFICE AND NOT RECEIVING STATE UNEMPLOYMENTBENEFITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescLOCAL UNION #98 IBEW JOB RECOVERY FUND - THIS FUND SUBSIDIZES TARGETEDPROJECTS TO PROMOTE JOB OPPORTUNITIES FOR UNION MEMBERS AND TO PROMOTETHE GOODWILL OF THE UNION FOR ECONOMIC DEVELOPMENT THROUGH CHARITABLECONTRIBUTIONS, MARKETING, CONSULTING AGREEMENTS AND UNION EMPLOYEESALARIESDesc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document150IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee88EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANCIS WALSH JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155638991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11719 SPRING GARDEN STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN BURROWS
PRESIDENT48.001.00Yes (X)Yes (X)$195,186$0$113,072
TODD NEILSON
TREASURER40.001.00Yes (X)Yes (X)$160,790$0$93,473
JAMES FOY
EXECUTIVE BOARD42.00Yes (X)Yes (X)$164,767$0$97,613
FRANCIS WALSH JR
FINANCIAL SECRETARY40.00Yes (X)Yes (X)$159,046$0$94,824
JOHN J DOUGHERTY
BUSINESS MANAGER56.001.00Yes (X)Yes (X)$253,067$0$148,697
TIMOTHY J BROWNE
VICE PRESIDENT42.00Yes (X)Yes (X)$171,007$0$98,964
EDWARD COPPINGER
EXECUTIVE BOARD (P)40.00Yes (X)Yes (X)$39,458$0$29,226
MICHAEL MASCULLI
RECORDING SECRETARY1.00Yes (X)Yes (X)$3,067$0$1,130
NICHOLAS GUMMEL
EXECUTIVE BOARD1.00Yes (X)Yes (X)$5,648$0$2,788
ROBERT GORMLEY
EXECUTIVE BOARD40.00Yes (X)Yes (X)$157,787$0$93,304
JAMES SNYDER
EXECUTIVE BOARD42.00Yes (X)$170,750$0$97,781
BOB CRESSWELL
EXECUTIVE BOARD42.00Yes (X)Yes (X)$149,862$0$89,216
ROBERT THOMPSON
BUSINESS REPRESENTATIVE40.00$159,063$0$93,980Yes (X)
ROBERT BOLAND
BUSINESS REPRESENTATIVE40.00$162,731$0$95,838Yes (X)
NEHEMIAH DEVINE
BUSINESS REPRESENTATIVE40.00$165,268$0$95,838Yes (X)
ROBERT BARK
BUSINESS REPRESENTATIVE40.00$166,724$0$95,500Yes (X)
JOHN O'NEILL
OFFICE40.00$160,988$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,445,209TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,341,244TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K29IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NOVAK FRANCELLA LLC
ONE PRESIDENTIAL BLVD STE 330BALA CYNWYDPA19004ACCOUNTING AND AUDIT FEES$316,016
ERNST & YOUNG LLP
5 TIMES SQUARENEW YORKNY10036ACCOUNTING AND CONSULTING$308,868
CLEARY JOSEM & TRIGIANI LLP
325 CHESTNUT ST STE 200PHILADELPHIAPA19106LEGAL$232,655
FRANK M VACCARO & ASSOC
1719 SPRING GARDEN STREETPHILADELPHIAPA19130THIRD PARTY ADMINISTRATOR$225,644
BALLARD SPAHR LLP
1735 MARKET STREET 51ST FLOORPHILADELPHIAPA19103LEGAL$131,575
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERS DUE AND ASSESSMENTS900099$31,521,364$31,521,364
REIMBURSEMENTS FROM RELATED PARTI900099$109,840$109,840
SPONSERED EVENTS900099$49,122$49,122
FieldValueIRS element (for citing)
Total Program Service Revenue$31,680,326TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,553TotalRevenueColumnAmt
Exclusion$108,553ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$225,296RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$73,134RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$152,162RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$152,162TotalRevenueColumnAmt
Related Or Exempt Func Income$152,162RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,049,423SecuritiesAmt
Other$2,420OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,835,974SecuritiesAmt
Other$8,068OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$213,449SecuritiesAmt
Other-$5,648OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,801TotalRevenueColumnAmt
Exclusion$207,801ExclusionAmt
FieldValueIRS element (for citing)
Cost Of Goods Sold$1,690CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,690TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,690RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$90,282TotalRevenueColumnAmt
Exclusion$90,282ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$90,282OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,237,434TotalRevenueColumnAmt
Related Or Exempt Func Income$31,830,798RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$406,636ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$561,700TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$5,604,748TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,590,523TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,645,960TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,132,169TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,173,527TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$491,520TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$757,867TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$624,889TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$130,645TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$744,398TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,549,996TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$777,852TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$55,000TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$355,940TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$325,364TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$246,713TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$226,688TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$531,527TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$210,631TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MARKET RECOVERY SUPPLEM$1,016,171
SPONSORED EVENTS$478,174
ORGANIZING EXPENSES$306,827
PICKET EXPENSES$51,260

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,590,089TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,851,507BOYAmt
EOY$35,870,346EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,914,987BOYAmt
EOY$6,029,400EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$18,443BOYAmt
EOY$26,168EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$17,336,959LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,571,236LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,192,107BOYAmt
EOY$3,765,723EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,890,492BOYAmt
EOY$1,666,178EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,784,427BOYAmt
EOY$9,494,855EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$335,776BOYAmt
EOY$84,903EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,987,739BOYAmt
EOY$56,937,573EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,832BOYAmt
EOY$44,044EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$360,353BOYAmt
EOY$211,093EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$431,185BOYAmt
EOY$255,137EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,556,554BOYAmt
EOY$56,682,436EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,556,554BOYAmt
EOY$56,682,436EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,987,739BOYAmt
EOY$56,937,573EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,647,345ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$380,680NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$97,857PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,429,549OtherCostOrOtherBasisAmt
Book Value$1,429,549BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,741,732OtherCostOrOtherBasisAmt
Depreciation$10,822,162DepreciationAmt
Book Value$1,919,570BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,149,156OtherCostOrOtherBasisAmt
Depreciation$900,440DepreciationAmt
Book Value$248,716BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,016,522OtherCostOrOtherBasisAmt
Depreciation$1,848,634DepreciationAmt
Book Value$167,888BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,765,723TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIP REAL ESTATE$9,393,064F
AFL-CIO HOUSING INVESTMENT TRUST$101,791F
FieldValueIRS element (for citing)
Total Book Value Securities$9,494,855TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUES PAYABLE TO INTERNATIONAL$52,396
DUE TO RELATED FUNDS$8,226
FUNDS HELD IN ESCROW$149,763
DUES PAYABLE TO OTHER ORGANIZATIONS$708
FieldValueIRS element (for citing)
Total Liability$211,093TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE LOCAL.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALEX'S LEMONADE STAND
333 E LANCASTER AVEWYNNEWOODPA19096562496146501(C)(3)$26,000FINANCIAL SUPPORT
298 INC
PO BOX 473GWYNEDDPA19436753017242501(C)(3)$54,950FINANCIAL SUPPORT
THOMAS JEFFERSON UNIVERSITY & HEALTH
111 S 11TH STPHILADELPHIAPA19107232829095501(C)(3)$50,000FINANCIAL SUPPORT
KATIE KIRLIN FUND
229 WOLF STREETPHILADELPHIAPA19148223036064501(C)(3)$6,000FINANCIAL SUPPORT
JOE HAND BOXING GYM & COMPUTER LAB
407 E PENNSYLVANIA AVEFEASTERVILLEPA19053232838121501(C)(3)$10,000FINANCIAL SUPPORT
FRED'S FOOTSTEPS
PO BOX 19035GLADWYNEPA19035232867497501(C)(3)$16,500FINANCIAL SUPPORT
WHYY INC
150 N SIXTH STREETPHILADELPHIAPA19106231438083501(C)(3)$7,500FINANCIAL SUPPORT
ELECTRICAL WORKERS WO BORDERS NO AMERICA
900 SEVENTH STREET NWWASHINGTONDC20001813122508501(C)(3)$25,000FINANCIAL SUPPORT
KING OF PRUSSIA DISTRICT
234 MALL BOULEVARD NO 150KING OF PRUSSIAPA19406273468787501(C)(3)$7,000FINANCIAL SUPPORT
PHILADELPHIA BALLHAWKS
PO BOX 54911PHILADELPHIAPA19148N/A$10,000FINANCIAL SUPPORT
PHILADELPHIA FREEDOM VALLEY YMCA
400 FAYETTE STREET 250CONSHOCKENPA19428231243965501(C)(3)$60,000FINANCIAL SUPPORT
PROJECT HOME
1515 FAIRMONT AVEPHILADELPHIAPA19130232555950501(C)(3)$105,000FINANCIAL SUPPORT
MAKE A WISH FOUNDATION (STEAMFITTERS LOCAL 420)
FIVE VALLEY SQBLUE BELLPA19422222755963501(C)(3)$80,000FINANCIAL SUPPORT
YORK COUNTY COMMUNITY FOUNDATION
14 WEST MARKET STREETYORKPA174011617236299868501(C)(3)$10,000FINANCIAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN BURROWS
PRESIDENT$195,186$0$0$0$0$0$59,760$0$53,312$0$308,258$0$0$0
TODD NEILSON
TREASURER$160,790$0$0$0$0$0$49,705$0$43,768$0$254,263$0$0$0
JAMES FOY
EXECUTIVE BOARD$164,767$0$0$0$0$0$51,829$0$45,784$0$262,380$0$0$0
FRANCIS WALSH JR
FINANCIAL SECRETARY$159,046$0$0$0$0$0$50,398$0$44,426$0$253,870$0$0$0
JOHN J DOUGHERTY
BUSINESS MANAGER$253,067$0$0$0$0$0$78,037$0$70,660$0$401,764$0$0$0
TIMOTHY J BROWNE
VICE PRESIDENT$171,007$0$0$0$0$0$52,522$0$46,442$0$269,971$0$0$0
ROBERT GORMLEY
EXECUTIVE BOARD$157,787$0$0$0$0$0$49,618$0$43,686$0$251,091$0$0$0
JAMES SNYDER
EXECUTIVE BOARD$170,750$0$0$0$0$0$51,915$0$45,866$0$268,531$0$0$0
BOB CRESSWELL
EXECUTIVE BOARD$149,862$0$0$0$0$0$42,053$0$47,163$0$239,078$0$0$0
ROBERT THOMPSON
BUSINESS REPRESENTATIVE$159,063$0$0$0$0$0$49,965$0$44,015$0$253,043$0$0$0
ROBERT BOLAND
BUSINESS REPRESENTATIVE$162,731$0$0$0$0$0$50,918$0$44,920$0$258,569$0$0$0
NEHEMIAH DEVINE
BUSINESS REPRESENTATIVE$165,268$0$0$0$0$0$50,918$0$44,920$0$261,106$0$0$0
ROBERT BARK
BUSINESS REPRESENTATIVE$166,724$0$0$0$0$0$50,745$0$44,755$0$262,224$0$0$0
JOHN O'NEILL
OFFICE$160,988$0$0$0$0$0$0$0$0$0$160,988$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonBRYAN BURROWSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF PRESIDENT BRIAN BURROWSRelationshipDescriptionTxt
Transaction$197,421TransactionAmt
TransactionPAYROLL COMPENSATION AND BENEFITSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6UNION MEMBERSHIP CONSISTS OF THE GROUP OF MEMBERS 1)ELECTRICAL MEMBERS 2 )SOUND AND COMMUNICATION MEMBERS 3)BROADCAST MEMBERS 4)ELECTRICAL APPRENTICES 5)SOUND AND COMMUNICATION APPRENTICES
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS IN GOOD STANDING AND QUALIFIED TO VOTE MAY ELECT MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BRESOLUTIONS ARE PRESENTED TO THE FULL MEMBERSHIP FOR VOTE TO APPROVE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS FIRST REVIEWED BY THE CFO, PRESIDENT AND FINANCIAL SECRETARY. UPON COMPLETION OF REVIEW, A COPY OF THE FORM 990 IS PRESENTED TO THE LOCAL 98 EXECUTIVE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15LOCAL UNION OFFICERS, BUSINESS MANAGER AND BUSINESS REPRESENTATIVES SALARIES ARE ESTABLISHED IN THE LOCAL UNION BY-LAWS. CERTAIN OFFICERS OF THE LOCAL UNION ARE ALSO BUSINESS REPRESENTATIVES OR ASSISTANT BUSINESS MANAGERS FOR WHICH THE SALARY IS OUTLINED IN THE LOCAL UNION BY-LAWS. THE BUSINESS MANAGER IS THE PRINCIPLE OFFICER OF THE LOCAL UNION, THEREFORE ALL SALARIES OF KEY EMPLOYEES ARE DETERMINED BY THE BUSINESS MANAGER IN ACCORDANCE WITH ARTICLE VI, SECTION 3 OF THE LOCAL UNION'S BY-LAWS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 1:IBEW LOCAL 98 USE THE MODIFIED CASH BASIS METHOD OF ACCOUNTING.
FORM 990, PART XII, LINE 2C:IBEW LOCAL 98'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IBEW LOCAL 98NECA SCHOLARSHIP FUND
1719 SPRING GARDEN STPHILADELPHIAPA19130237861099TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF LOCAL UNION MEMBERSPA501(C)(9)0
APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY
1719 SPRING GARDEN STPHILADELPHIAPA19130231308075EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W.PA501(C)(5)0
IBEW LOCAL 98COMMITTEE ON POLITICAL EDUCATION
1719 SPRING GARDEN STPHILADELPHIAPA19130010731916POLITICAL ACTION COMMITTEEPA5270
IBEW LOCAL UNION NO 98 GROUP INSURANCE PLAN
1719 SPRING GARDEN STPHILADELPHIAPA19130230724610LIFE INSURANCEPA501(C)(9)0
IBEW LOCAL UNION NO 98 PENSION PLAN
1719 SPRING GARDEN STPHILADELPHIAPA19130231990722PENSION PLANPA401(A) 501(A)0
IBEW LOCAL UNION NO 98 HEALTH AND WELFARE FUND
1719 SPRING GARDEN STPHILADELPHIAPA19130232082042HEALTH AND WELFARE BENEFITSPA501(C)(9)0
IBEW LOCAL UNION NO 98 PROFIT SHARING PLAN
1719 SPRING GARDEN STPHILADELPHIAPA19130232289872MONEY PURCHASE PENSION PLANPA401(A) 501(A)0
IBEW LOCAL UNION NO 98 ZONE 2 PENSION TRUST
1719 SPRING GARDEN STPHILADELPHIAPA19130236583334PENSION PLANPA401(A) 501(A)0
IBEW LOCAL NO98 LABOR-MGMT COOPERATION COMMITTEE
1719 SPRING GARDEN STPHILADELPHIAPA19130911913949LABOR AND MANAGEMENT COMMITTEEPA501(C)(5)0
IBEW LOCAL UNION NO 98 SOUND AND COMMUNICATION WKRS HEALTH AND WELFARE FUND
1719 SPRING GARDEN STPHILADELPHIAPA19130232959495HEALTH AND WELFARE BENEFITSPA501(C)(9)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY
O$120,090FMV
APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY
J$161,152FMV

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