2019-11-14T16:18:06-06:00 2018-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2018-01-01 230724610 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 INTE 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 FRANCIS WALSH JR FINANCIAL SECRETARY 2155635592 2019-11-14 1 LOUIS VERZELLA CPA P00360279 6106689400 2019-11-12 162.211.205.39 2019-11-14 16:17:42 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2018 2020-03-31 21:24:44Z FRANCIS WALSH JR 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 34156300 0 X WWW.IBEW98.ORG X 1901 PA LABOR UNION ORGANIZATION 7 1 88 0 0 0 0 0 30446181 31680326 190569 316354 74013 240754 30710763 32237434 594374 561700 6817875 5604748 10044670 10033699 0 0 0 8183774 8389942 25640693 24590089 5070070 7647345 48987739 56937573 431185 255137 48556554 56682436 LABOR UNION ORGANIZATION 0 0 DUES & WELFARE PROTECTION FUND PROVIDES BENEFITS FOR PENSIONED MEMBERS,DISABLED MEMBERS, AND SICK MEMBERS. LOCAL 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. LOCAL 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 EMPLOYEESALARIES 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 150 0 1 88 1 0 0 0 0 0 0 0 0 X 7 1 0 0 0 0 1 1 1 1 1 0 0 1 0 0 1 1 1 0 X FRANCIS WALSH JR 2155638991 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 BRIAN BURROWS PRESIDENT 48.00 1.00 X X 195186 0 113072 TODD NEILSON TREASURER 40.00 1.00 X X 160790 0 93473 JAMES FOY EXECUTIVE BOARD 42.00 X X 164767 0 97613 FRANCIS WALSH JR FINANCIAL SECRETARY 40.00 X X 159046 0 94824 JOHN J DOUGHERTY BUSINESS MANAGER 56.00 1.00 X X 253067 0 148697 TIMOTHY J BROWNE VICE PRESIDENT 42.00 X X 171007 0 98964 EDWARD COPPINGER EXECUTIVE BOARD (P) 40.00 X X 39458 0 29226 MICHAEL MASCULLI RECORDING SECRETARY 1.00 X X 3067 0 1130 NICHOLAS GUMMEL EXECUTIVE BOARD 1.00 X X 5648 0 2788 ROBERT GORMLEY EXECUTIVE BOARD 40.00 X X 157787 0 93304 JAMES SNYDER EXECUTIVE BOARD 42.00 X 170750 0 97781 BOB CRESSWELL EXECUTIVE BOARD 42.00 X X 149862 0 89216 ROBERT THOMPSON BUSINESS REPRESENTATIVE 40.00 X 159063 0 93980 ROBERT BOLAND BUSINESS REPRESENTATIVE 40.00 X 162731 0 95838 NEHEMIAH DEVINE BUSINESS REPRESENTATIVE 40.00 X 165268 0 95838 ROBERT BARK BUSINESS REPRESENTATIVE 40.00 X 166724 0 95500 JOHN O'NEILL OFFICE 40.00 X 160988 0 0 2445209 0 1341244 29 0 1 0 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD STE 330 BALA CYNWYD PA 19004 ACCOUNTING AND AUDIT FEES 316016 ERNST & YOUNG LLP 5 TIMES SQUARE NEW YORK NY 10036 ACCOUNTING AND CONSULTING 308868 CLEARY JOSEM & TRIGIANI LLP 325 CHESTNUT ST STE 200 PHILADELPHIA PA 19106 LEGAL 232655 FRANK M VACCARO & ASSOC 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 THIRD PARTY ADMINISTRATOR 225644 BALLARD SPAHR LLP 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 LEGAL 131575 6 MEMBERS DUE AND ASSESSMENTS 900099 31521364 31521364 REIMBURSEMENTS FROM RELATED PARTI 900099 109840 109840 SPONSERED EVENTS 900099 49122 49122 31680326 108553 108553 225296 73134 152162 152162 152162 2049423 2420 1835974 8068 213449 -5648 207801 207801 1690 -1690 -1690 MISCELLANEOUS INCOME 900099 90282 90282 90282 32237434 31830798 0 406636 561700 5604748 2590523 4645960 1132169 1173527 491520 757867 624889 130645 744398 1549996 777852 55000 355940 325364 246713 226688 531527 210631 MARKET RECOVERY SUPPLEM 1016171 SPONSORED EVENTS 478174 ORGANIZING EXPENSES 306827 PICKET EXPENSES 51260 24590089 27851507 35870346 5914987 6029400 18443 26168 17336959 13571236 4192107 3765723 1890492 1666178 8784427 9494855 335776 84903 48987739 56937573 70832 44044 360353 211093 431185 255137 X 48556554 56682436 48556554 56682436 48987739 56937573 7647345 380680 97857 0 X X 0 1 X 1 0 1 1 0 1429549 1429549 12741732 10822162 1919570 1149156 900440 248716 2016522 1848634 167888 3765723 LIMITED PARTNERSHIP REAL ESTATE 9393064 F AFL-CIO HOUSING INVESTMENT TRUST 101791 F 9494855 DUES PAYABLE TO INTERNATIONAL 52396 DUE TO RELATED FUNDS 8226 FUNDS HELD IN ESCROW 149763 DUES PAYABLE TO OTHER ORGANIZATIONS 708 211093 X PART X, LINE 2: MANAGEMENT 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. 1 ALEX'S LEMONADE STAND 333 E LANCASTER AVE WYNNEWOOD PA 19096 562496146 501(C)(3) 26000 FINANCIAL SUPPORT 298 INC PO BOX 473 GWYNEDD PA 19436 753017242 501(C)(3) 54950 FINANCIAL SUPPORT THOMAS JEFFERSON UNIVERSITY & HEALTH 111 S 11TH ST PHILADELPHIA PA 19107 232829095 501(C)(3) 50000 FINANCIAL SUPPORT KATIE KIRLIN FUND 229 WOLF STREET PHILADELPHIA PA 19148 223036064 501(C)(3) 6000 FINANCIAL SUPPORT JOE HAND BOXING GYM & COMPUTER LAB 407 E PENNSYLVANIA AVE FEASTERVILLE PA 19053 232838121 501(C)(3) 10000 FINANCIAL SUPPORT FRED'S FOOTSTEPS PO BOX 19035 GLADWYNE PA 19035 232867497 501(C)(3) 16500 FINANCIAL SUPPORT WHYY INC 150 N SIXTH STREET PHILADELPHIA PA 19106 231438083 501(C)(3) 7500 FINANCIAL SUPPORT ELECTRICAL WORKERS WO BORDERS NO AMERICA 900 SEVENTH STREET NW WASHINGTON DC 20001 813122508 501(C)(3) 25000 FINANCIAL SUPPORT KING OF PRUSSIA DISTRICT 234 MALL BOULEVARD NO 150 KING OF PRUSSIA PA 19406 273468787 501(C)(3) 7000 FINANCIAL SUPPORT PHILADELPHIA BALLHAWKS PO BOX 54911 PHILADELPHIA PA 19148 N/A 10000 FINANCIAL SUPPORT PHILADELPHIA FREEDOM VALLEY YMCA 400 FAYETTE STREET 250 CONSHOCKEN PA 19428 231243965 501(C)(3) 60000 FINANCIAL SUPPORT PROJECT HOME 1515 FAIRMONT AVE PHILADELPHIA PA 19130 232555950 501(C)(3) 105000 FINANCIAL SUPPORT MAKE A WISH FOUNDATION (STEAMFITTERS LOCAL 420) FIVE VALLEY SQ BLUE BELL PA 19422 222755963 501(C)(3) 80000 FINANCIAL SUPPORT YORK COUNTY COMMUNITY FOUNDATION 14 WEST MARKET STREET YORK PA 174011617 236299868 501(C)(3) 10000 FINANCIAL SUPPORT 13 1 X 0 0 0 BRIAN BURROWS PRESIDENT 195186 0 0 0 0 0 59760 0 53312 0 308258 0 0 0 TODD NEILSON TREASURER 160790 0 0 0 0 0 49705 0 43768 0 254263 0 0 0 JAMES FOY EXECUTIVE BOARD 164767 0 0 0 0 0 51829 0 45784 0 262380 0 0 0 FRANCIS WALSH JR FINANCIAL SECRETARY 159046 0 0 0 0 0 50398 0 44426 0 253870 0 0 0 JOHN J DOUGHERTY BUSINESS MANAGER 253067 0 0 0 0 0 78037 0 70660 0 401764 0 0 0 TIMOTHY J BROWNE VICE PRESIDENT 171007 0 0 0 0 0 52522 0 46442 0 269971 0 0 0 ROBERT GORMLEY EXECUTIVE BOARD 157787 0 0 0 0 0 49618 0 43686 0 251091 0 0 0 JAMES SNYDER EXECUTIVE BOARD 170750 0 0 0 0 0 51915 0 45866 0 268531 0 0 0 BOB CRESSWELL EXECUTIVE BOARD 149862 0 0 0 0 0 42053 0 47163 0 239078 0 0 0 ROBERT THOMPSON BUSINESS REPRESENTATIVE 159063 0 0 0 0 0 49965 0 44015 0 253043 0 0 0 ROBERT BOLAND BUSINESS REPRESENTATIVE 162731 0 0 0 0 0 50918 0 44920 0 258569 0 0 0 NEHEMIAH DEVINE BUSINESS REPRESENTATIVE 165268 0 0 0 0 0 50918 0 44920 0 261106 0 0 0 ROBERT BARK BUSINESS REPRESENTATIVE 166724 0 0 0 0 0 50745 0 44755 0 262224 0 0 0 JOHN O'NEILL OFFICE 160988 0 0 0 0 0 0 0 0 0 160988 0 0 0 BRYAN BURROWS FAMILY MEMBER OF PRESIDENT BRIAN BURROWS 197421 PAYROLL COMPENSATION AND BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 6 UNION 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 7A MEMBERS IN GOOD STANDING AND QUALIFIED TO VOTE MAY ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B RESOLUTIONS ARE PRESENTED TO THE FULL MEMBERSHIP FOR VOTE TO APPROVE. FORM 990, PART VI, SECTION B, LINE 11B THE 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 15 LOCAL 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 19 THE 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. IBEW LOCAL 98NECA SCHOLARSHIP FUND 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 237861099 TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF LOCAL UNION MEMBERS PA 501(C)(9) 0 APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 231308075 EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W. PA 501(C)(5) 0 IBEW LOCAL 98COMMITTEE ON POLITICAL EDUCATION 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 010731916 POLITICAL ACTION COMMITTEE PA 527 0 IBEW LOCAL UNION NO 98 GROUP INSURANCE PLAN 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 230724610 LIFE INSURANCE PA 501(C)(9) 0 IBEW LOCAL UNION NO 98 PENSION PLAN 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 231990722 PENSION PLAN PA 401(A) 501(A) 0 IBEW LOCAL UNION NO 98 HEALTH AND WELFARE FUND 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 232082042 HEALTH AND WELFARE BENEFITS PA 501(C)(9) 0 IBEW LOCAL UNION NO 98 PROFIT SHARING PLAN 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 232289872 MONEY PURCHASE PENSION PLAN PA 401(A) 501(A) 0 IBEW LOCAL UNION NO 98 ZONE 2 PENSION TRUST 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 236583334 PENSION PLAN PA 401(A) 501(A) 0 IBEW LOCAL NO98 LABOR-MGMT COOPERATION COMMITTEE 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 911913949 LABOR AND MANAGEMENT COMMITTEE PA 501(C)(5) 0 IBEW LOCAL UNION NO 98 SOUND AND COMMUNICATION WKRS HEALTH AND WELFARE FUND 1719 SPRING GARDEN ST PHILADELPHIA PA 19130 232959495 HEALTH AND WELFARE BENEFITS PA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY O 120090 FMV APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY J 161152 FMV