ELECTRI INTERNATIONAL THE FOUNDATION FOR ELECTRICAL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRI INTERNATIONAL THE FOUNDATION FOR ELECTRICAL (EIN 52-1643734)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349302986
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T11:20:55-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521643734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELECTRI INTERNATIONAL - THE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FOR ELECTRICAL CONSTRUCTION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELEC | NameControl |
| Phone | 3016573110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL ALESSI | Name |
| Title | PRESIDENT | Title |
| Phone | 3016573110 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELECTRI INTERNATIONAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RUSSELL ALESSI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5097224 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ELECTRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1712719 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1349482 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10078 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9262 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 481134 | InvestmentIncomePriorYear |
| Investment Income Current Year | 508978 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30715 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27613 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2234646 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1895335 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 38760 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 59130 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 433762 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 515223 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 104736 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 981870 | OtherExpensePriorYear |
| Other Expenses Current Year | 1023354 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1454392 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1597707 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 780254 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 297628 | RevenuesLessExpensesCY |
| Total Assets BOY | 18552200 | TotalAssetsBOY |
| Total Assets EOY | 19156836 | TotalAssetsEOY |
| Total Liabilities BOY | 528122 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 502175 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18024078 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18654661 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1088047 | Expense |
| Grants | 59130 | Grants |
| Revenue | 9262 | Revenue |
| Description | RESEARCH AND EDUCATION IN PRODUCTIVITY ENHANCEMENT, ORGANIZATIONAL DEVELOPMENT, TECHNOLOGY TRANSFER, AND CAREER AWARENESS WITH THE OBJECTIVE OF UPGRADING THE ELECTRICAL CONTRACTING INDUSTRY'S FUTURE SERVICE TO THE PUBLIC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10524 | Expense |
| Description | DISASTER RELIEF FUND - DISTRIBUTED FUNDS TO NEEDY ELECTRICAL CONTRACTORS, EMPLOYEES, AND ELECTRICAL WORKERS IN HURRICANE-AFFECTED AREAS, AND FOUND HOUSING FOR WORKERS INVOLVED IN THE REBUILDING. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1098571 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AC | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016573110 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| RUSSELL J ALESSI | |||||||
| PRESIDENT | 35.00 | 0.00 | X | X | 209626 | 0 | 43211 |
| DARRELL GOSSETT | |||||||
| VICE-CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| DENNIS QUEBE | |||||||
| CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| TRACI PICKUS | |||||||
| SECRETARY-TREASURER | 1.00 | 34.00 | X | X | 0 | 120331 | 28602 |
| J MICHAEL THOMPSON | |||||||
| SECRETARY-TREASURER (RET'D) | 1.00 | 34.00 | X | X | 0 | 130531 | 22371 |
| RON A AUTREY | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| THOMAS F CURRAN | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DANIEL DIVANE | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JOHN M GRAU | |||||||
| TRUSTEE | 1.00 | 34.00 | X | 0 | 592210 | 191498 | |
| ALEX OWEN | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| GREG E STEWART | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BRADLEY S GILES | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD W MCBRIDE | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| REX A FERRY | |||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 209626 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 843072 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 285682 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 523678 | RelatedOrganizations |
| All Other Contributions | 825804 | AllOtherContributions |
| Total Contributions | 1349482 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9262 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9262 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9262 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 560994 | TotalRevenueColumn |
| Exclusion | $560,994 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15613 | TotalRevenueColumn |
| Exclusion | $15,613 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3149873 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3201889 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -52016 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -52016 | TotalRevenueColumn |
| Exclusion | -$52,016 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISC. REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 12000 | TotalRevenueColumn |
| Exclusion | $12,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1895335 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9262 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $536,591 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51630 | Total |
| Program Services | 51630 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Program Services | 7500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252837 | Total |
| Program Services | 177615 | ProgramServices |
| Management And General | 58288 | ManagementAndGeneral |
| Fundraising | 16934 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262386 | Total |
| Program Services | 184323 | ProgramServices |
| Management And General | 60490 | ManagementAndGeneral |
| Fundraising | 17573 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33879 | Total |
| Management And General | 33879 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465694 | Total |
| Program Services | 327145 | ProgramServices |
| Management And General | 107360 | ManagementAndGeneral |
| Fundraising | 31189 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37304 | Total |
| Program Services | 26206 | ProgramServices |
| Management And General | 8600 | ManagementAndGeneral |
| Fundraising | 2498 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100747 | Total |
| Program Services | 70774 | ProgramServices |
| Management And General | 23226 | ManagementAndGeneral |
| Fundraising | 6747 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297955 | Total |
| Program Services | 209310 | ProgramServices |
| Management And General | 68690 | ManagementAndGeneral |
| Fundraising | 19955 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES/SUBSCRIPTIONS/MISC | Description |
| Total | 87775 | Total |
| Program Services | 44068 | ProgramServices |
| Management And General | 33867 | ManagementAndGeneral |
| Fundraising | 9840 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1597707 | Total |
| Program Services | 1098571 | ProgramServices |
| Management And General | 394400 | ManagementAndGeneral |
| Fundraising | 104736 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336161 | BOY |
| EOY | 159601 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765371 | BOY |
| EOY | 916640 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4834997 | BOY |
| EOY | 4516084 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11433900 | BOY |
| EOY | 12423711 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141328 | BOY |
| EOY | 1116243 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40443 | BOY |
| EOY | 24557 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18552200 | BOY |
| EOY | 19156836 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18480 | BOY |
| EOY | 17500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509642 | BOY |
| EOY | 484675 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528122 | BOY |
| EOY | 502175 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7578490 | BOY |
| EOY | -8146799 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6616045 | BOY |
| EOY | 7800847 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18986523 | BOY |
| EOY | 19000613 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18024078 | BOY |
| EOY | 18654661 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18552200 | BOY |
| EOY | 19156836 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 297628 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 713771 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -380816 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1630187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1438832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2599750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1712719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1349482 | CurrentTaxYear |
| Total | 8730970 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1630187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1438832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2599750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1712719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1349482 | CurrentTaxYear |
| Total | 8730970 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2194378 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6536592 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 433744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 316973 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 372535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 560994 | CurrentTaxYear |
| Total | 1867748 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2931705 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27613 | CurrentTaxYear |
| Total | 3004324 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13603042 | TotalSupport |
| Gross Receipts From Admissions Etc | 52519 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49760 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8345562 | BeginningOfYearBalance |
| Contributions | 59239 | Contributions |
| Investment Earnings Or Losses | 550791 | InvestmentEarningsOrLosses |
| Other Expenditures | 814168 | OtherExpenditures |
| Administrative Expenses | 23947 | AdministrativeExpenses |
| End Of Year Balance | 8117477 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10747825 | BeginningOfYearBalance |
| Contributions | 62472 | Contributions |
| Investment Earnings Or Losses | -109219 | InvestmentEarningsOrLosses |
| Other Expenditures | 2329667 | OtherExpenditures |
| Administrative Expenses | 25849 | AdministrativeExpenses |
| End Of Year Balance | 8345562 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11157756 | BeginningOfYearBalance |
| Contributions | 2016 | Contributions |
| Investment Earnings Or Losses | 436091 | InvestmentEarningsOrLosses |
| Other Expenditures | 822010 | OtherExpenditures |
| Administrative Expenses | 26028 | AdministrativeExpenses |
| End Of Year Balance | 10747825 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10392930 | BeginningOfYearBalance |
| Contributions | 212786 | Contributions |
| Investment Earnings Or Losses | 1286250 | InvestmentEarningsOrLosses |
| Other Expenditures | 725009 | OtherExpenditures |
| Administrative Expenses | 9201 | AdministrativeExpenses |
| End Of Year Balance | 11157756 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20393626 | BeginningOfYearBalance |
| Contributions | 850438 | Contributions |
| Investment Earnings Or Losses | -9399982 | InvestmentEarningsOrLosses |
| Other Expenditures | 1409462 | OtherExpenditures |
| Administrative Expenses | 41690 | AdministrativeExpenses |
| End Of Year Balance | 10392930 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 57872 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REAL ESTATE LIMITED PARTNERSHIPS | Description |
| Book Value | 1058371 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1116243 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER SPLIT-INTEREST UNITRUST | $447,873 |
| DUE TO AFFILIATE | $36,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 484675 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2194411 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 713771 | NetUnrealizedGainsInvestments |
| Other Revenues | -380816 | OtherRevenues |
| Revenue Not Rptd F990 | 332955 | RevenueNotRptdF990 |
| Revenue Subtotal | 1861456 | RevenueSubtotal |
| Investment Expenses Not Included | 33879 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 33879 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1895335 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1563828 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1563828 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 33879 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 33879 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1597707 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO TAX ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION MAY INCUR UNRELATED BUSINESS ACTIVITY THROUGH ITS PARTICIPATION IN HEDGE FUNDS AND OTHER ALTERNATIVE INVESTMENTS. THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE IRS FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN VALUE OF SPLIT INTEREST AGREEMENT 6,191. CHANGE IN VALUATION ALLISON 30,493. IMPAIRMENT LOSS -417,500. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| STETSON UNIVERSITY | |||||||
| 421 NORTH WOODLAND BLVD NO 8278 | DELAND | FL | 32723 | 590624416 | 501(C)(3) | 7000 | EARLY CAREER AWARD 2012 |
| AUBURN UNIVERSITY | |||||||
| 317 SOUTH COLLEGE STREET | AUBURN | AL | 368495170 | 636022422 | 501(C)(3) | 7000 | EARLY CAREER AWARD 2012 |
| GEORGIA SCHOOL OF TECHNOLOGY | |||||||
| 760 SPRING STREET NW | ATLANTA | GA | 30308 | 586043294 | 501(C)(3) | 7000 | EARLY CAREER AWARD 2012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STIPENDS | 7 | 7000 |
| AWARDS | 1 | 500 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUSSELL J ALESSI | ||||||||||||||
| PRESIDENT | 200800 | 0 | 0 | 0 | 8826 | 0 | 27260 | 0 | 15951 | 0 | 252837 | 0 | 0 | 0 |
| J MICHAEL THOMPSON | ||||||||||||||
| SECRETARY-TREASURER (RET'D) | 0 | 33900 | 0 | 0 | 0 | 96631 | 0 | 8885 | 0 | 13486 | 0 | 152902 | 0 | 0 |
| JOHN M GRAU | ||||||||||||||
| TRUSTEE | 0 | 449500 | 0 | 40000 | 0 | 102710 | 0 | 158044 | 0 | 33454 | 0 | 783708 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 | JOHN GRAU HAS A DEFERRED SEVERANCE PLAN. THE TOTAL AMOUNT ACCRUED FOR THE PLAN AT 12/31/2012 WAS $37,533. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLE VII, SECTION 2: 1. QUORUM CHANGED FROM MAJORITY TO ONE THIRD OF ELECTRI COUNCIL MEMBERS PRESENT. 2. OPTION TO VOTE BY PROXY VOTE BY GIVING ONE'S VOTE TO ANOTHER COUNCIL MEMBER PRESENT AT THE MEETING. 3. ADD THE WORD "RESEARCH" TO PROPOSALS EVALUATION. 4. REMOVE ROBERT'S RULE OF ORDER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. SOME OF THE KEY PROVISIONS ARE AS FOLLOWS: ELECTRI INTERNATIONAL'S EXECUTIVE COMMITTEE, BOARD OF TRUSTEES, ELECTRI COUNCIL, COMMITTEES, TASK FORCES, WORKING GROUPS AND OTHERS IN THE ELECTRI GOVERNANCE STRUCTURE, MUST ACT AT ALL TIMES IN THE BEST INTERESTS OF ELECTRI AND NOT FOR PERSONAL OR THIRD-PARTY GAIN OR FINANCIAL ENRICHMENT. THE ELECTRI EXECUTIVE COMMITTEE HAS THE EXCLUSIVE AUTHORITY AND RESPONSIBILITY TO DECIDE AN APPROPRIATE REACTION TO THE DISCLOSURE. THE EXECUTIVE COMMITTEE MAY, AT ITS DISCRETION, CHOOSE AMONG THE FOLLOWING REACTIONS: DISCLOSURE: THE DISCLOSURE REGARDING A VOLUNTEER'S OTHER INTEREST IS WORTHY OF THE EXECUTIVE COMMITTEE'S ATTENTION, BUT THE DISCLOSURE ITSELF, AND THE EXECUTIVE COMMITTEE'S AWARENESS OF THE DISCLOSURE, IS CONSIDERED SUFFICIENT TO CORRECT FOR ANY BIAS THAT IT MIGHT ENTAIL. IN SHORT, THE EXECUTIVE COMMITTEE WOULD LIKELY DECIDE THAT ALTHOUGH THE VOLUNTEER CLEARLY HAS SOME OTHER INTEREST, THE EXECUTIVE COMMITTEE WILL SIMPLY TAKE THE INFORMATION INTO ACCOUNT AS THE MEMBER PARTICIPATES IN DECISION-MAKING. RECUSAL: THE OTHER INTEREST THAT HAS BEEN DISCLOSED AFFECTS AN IMPORTANT POLICY OR PROGRAM FOR THE FOUNDATION. TO ASSURE THE FOUNDATION AND ITS CONSTITUENCY THAT EXECUTIVE COMMITTEE DECISION-MAKING IS WITHOUT BIAS, IT IS BEST FOR THE VOLUNTEER TO RECUSE HIMSELF/HERSELF WHEN THE EXECUTIVE COMMITTEE TAKES REPORTS, DEBATES, OR MAKES DECISIONS, REGARDING THAT POLICY OR PROGRAM. IN SHORT, THE VOLUNTEER WOULD BE ASKED TO SIT OUT ANY WORK OF THE EXECUTIVE COMMITTEE IN THE AREA WHERE HE/SHE HAS CONFLICTING INTERESTS. RESIGNATION: THE OTHER INTEREST RELATES TO A CONTINUING, PERVASIVE, AND IMPORTANT EXECUTIVE COMMITTEE FUNCTION, ONE THAT CANNOT EASILY BE ISOLATED ON AN AGENDA SO AS TO PERMIT RECUSAL. IN THIS CASE, THE MEMBER MIGHT BE ASKED TO RESIGN HIS/HER POSITION, SINCE THIS IS THE ONLY WAY TO ENSURE THAT THE OTHER INTEREST DOES NOT INTRUDE UPON AND SKEW EXECUTIVE COMMITTEE DECISION-MAKING. WHILE THIS IS AN EXTREME AND RARE RESULT OF A MEMBER'S DISCLOSURE, IT IS SOMETIMES THE BEST AND ONLY FAIR ALTERNATIVE. EFFECTIVE JANUARY 2011, AT THE EXECUTIVE COMMITTEE'S FIRST MEETING OF EACH YEAR, THE COMMITTEE WILL REVIEW THE CONFLICT OF INTEREST POLICY. THE MEMBERS OF THE COMMITTEE WILL THEN HAVE THE OPPORTUNITY TO DISCUSS ANY POTENTIAL CONFLICTS. | |
| 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 OUR WEBSITE. THE GOVERNING DOCUMENTS AND A COPY OF NECA'S CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 327,145. MANAGEMENT AND GENERAL EXPENSES 107,360. FUNDRAISING EXPENSES 31,189. TOTAL EXPENSES 465,694. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUE OF SPLIT INTEREST TRUST -380,816. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C, | THE AUDIT REVIEW PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART VI SECTION B, ITEMS 12-14 | ELECTRI DOES NOT HAVE ITS OWN "SEPARATE" WHISTLEBLOWER, OR DOCUMENT RETENTION POLICIES. RATHER, ELECTRI RELIES ON THE POLICIES PUT IN PLACE BY ITS AFFILIATE, NECA. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 1100 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530115267 | EIN |
| Primary Activities | PROMOTE HIGHER STANDARDS, QUALITY, AND TRAINING IN THE ELECTRICAL INDUSTRY | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 501(C)(5) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | ||
| C | 354100 | FMV |
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | ||
| N | 1013555 | FMV |
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | ||
| O | 515223 | FMV |
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | ||
| P | 997175 | FMV |
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