2012-06-22T09:04:12-05:00 2011-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2011-01-01 041472124 IBEW LOCAL 104 UNION INTE 5086603900 130 WEST STREET WALPOLE MA 02081 TILER EATON 5086603900 2012-06-18 LOUIS VERZELLA CPA P00360279 6106689400 2012-06-18 2011 2016-02-24 21:20:13Z TILER EATON 130 WEST STREET WALPOLE MA 02081 6464782 0 X N/A X 1900 MA TO ESTABLISH AND MAINTAIN ADEQUATE WAGES FOR OUR LABOR; TO REQUIRE OF OUR MEMBERS SKILL, INTELLIGENCE AND CHARACTER; TO PROTECT OUR EMPLOYERS FROM THE UNSKILLED AND INEXPERIENCED WORKER; TO ADVANCE THE PRINCIPLES AND PRACTICES OF CONCILIATION AND ARBITRATION IN THE SETTLEMENT OF ANY DIFFERENCES WITH OUR EMPLOYERS; TO PROTECT AND AID OUR UNEMPLOYED, DISTRESSED AND SICK MEMBERS; TO DEFEND OUR RIGHTS AND ADVANCE OUR INTEREST AS ELECTRICAL WORKERS BY ALL LAWFUL MEANS; TO AID AND ENCOURAGE ALL HONORABLE EFFORTS THAT WILL BETTER THE CONDITIONS OF LABOR; AND TO MAKE OUR CARD AND SEAL A CERTIFICATE OF FRATERNITY, HONESTY, EFFICIENCY AND RELIABILITY. 14 0 11 0 0 0 0 0 3789035 6212193 81696 115881 68414 124021 3939145 6452095 80612 202867 0 0 1541215 1645164 0 0 0 2019583 2173623 3641410 4021654 297735 2430441 6144883 8511855 254721 191252 5890162 8320603 X TO ESTABLISH AND MAINTAIN ADEQUATE WAGES FOR OUR LABOR; TO REQUIRE OF OUR MEMBERS SKILL, INTELLIGENCE AND CHARACTER; TO PROTECT OUR EMPLOYERS FROM THE UNSKILLED AND INEXPERIENCED WORKER; TO ADVANCE THE PRINCIPLES AND PRACTICES OF CONCILIATION AND ARBITRATION IN THE SETTLEMENT OF ANY DIFFERENCES WITH OUR EMPLOYERS; TO PROTECT AND AID OUR UNEMPLOYED, DISTRESSED AND SICK MEMBERS; TO DEFEND OUR RIGHTS AND ADVANCE OUR INTEREST AS ELECTRICAL WORKERS BY ALL LAWFUL MEANS; TO AID AND ENCOURAGE ALL HONORABLE EFFORTS THAT WILL BETTER THE CONDITIONS OF LABOR; AND TO MAKE OUR CARD AND SEAL A CERTIFICATE OF FRATERNITY, HONESTY, EFFICIENCY AND RELIABILITY. 0 0 REPRESENTS THE UNION MEMBERS IN LABOR AND CONTRACT NEGOTIATIONS. TO ESTABLISH AND MAINTAIN AN ADEQUATE WAGE FOR OUR MEMBERS LABOR. 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 11 1 0 0 0 0 0 0 X 14 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X OFFICERS 5086603900 130 WEST STREET WALPOLE MA 02081 TILER EATON 40.00 X 148241 0 39622 HUGH BOYD 40.00 X 135511 0 24227 WAYNE BATEMAN 5.00 X 540 0 0 ERNEST DECHENE 40.00 X 135716 0 39622 BRIAN MURPHY 5.00 X 0 0 0 JEFF PLACE 40.00 X 135628 0 39622 CHRISTOPHER BLAIR 5.00 X 117837 0 39620 MICHAEL MILLER 5.00 X 540 0 0 TOM HEALEY 5.00 X 960 0 0 BRIAN PIERCE 5.00 X 480 0 0 RYAN DEMERITT 5.00 X 720 0 0 PATRICK CASEY PAST 5.00 X 0 0 0 KEVIN PLACE 40.00 X 113622 0 36561 GARY STACY 40.00 X 135606 0 39622 925401 0 258896 7 0 1 0 0 MEMBERSHIP DUES 900099 6188463 6188463 REIMBURSED EXPENSES 900099 23730 23730 6212193 94873 94873 78850 78850 78850 78850 24000 2992 21008 21008 21008 40690 9695 30995 30995 SALE OF PROMOTIONAL MA 900099 14176 14176 14176 6452095 6326227 0 125868 200367 2500 858885 527353 104583 65955 88388 29038 31270 235 182429 102665 24656 178978 160672 30331 18000 289531 82446 85703 MARKET RECOVERY 898097 TRAINING EXPENSE 58065 EDUCATION AND PUBLICITY 1507 4021654 279744 3450630 4152999 2845742 1658411 456207 998863 1202204 41187 41187 672090 972092 6144883 8511855 1044 312 253677 190940 254721 191252 X 5890162 8320603 5890162 8320603 6144883 8511855 2430441 0 X X 0 1 1 X 0 1 1 0 100000 100000 952329 219733 732596 606082 236474 369608 1202204 PRUDENTIAL FLEXLITE ANNUITY 872090 C MUTUAL FUNDS 100002 C 972092 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING STANDARDS REQUIRE LOCAL MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. GOLF TOURNAMENT 40690 40690 9695 40690 40690 9695 9695 30995 0 STEVE PERRY FUND CO IBEW 455 474 PAGE BLVD SPRINGFIELD MA 01104 501(C)(5) 10000 FINANCIAL SUPPORT NOR ROCK FOOTBALL AND SPIRIT ASSOCIATION PO BOX 1083 RAYMOND NH 03877 521725576 501(C)(3) 5000 PEE WEE FOOTBALL BANNERS NJATC FOR THE ELECTRICAL INDUSTRY 301 PRINCE GEORGES BLVD MARLBORO MD 20774 530212938 501(C)(3) 5000 FINANCIAL SUPPORT MARCH OF DIMES 325 CROSSWAYS PARK DRIVE WOODBURY NY 11797 131846366 501(C)(3) 5000 CONTRIBUTION FOR MEMBER FUNERAL SERVICES PMCJIMMY FUND 287 CHESTNUT STREET WILMINGTON MA 01887 042263040 501(C)(3) 5000 FINANCIAL SUPPORT IBEW UNITY FUND 900 SEVENTH STREET NW WASHINGTON DC 20001 501(C)(3) 10000 FINANCIAL SUPPORT IBEW SECOND DISTRICT 4 ARMSTRONG ROAD 2ND FLR SHELTON CT 06484 530088380 501(C)(5) 15000 2010 2ND DISTRICT PROGRESS MEETING X 0 0 0 TILER EATON 141203 0 5328 0 1710 0 26362 0 13260 0 187863 0 0 0 HUGH BOYD 135227 0 0 0 284 0 20701 0 3526 0 159738 0 0 0 ERNEST DECHENE 135227 0 0 0 489 0 26362 0 13260 0 175338 0 0 0 JEFF PLACE 134717 0 0 0 911 0 26362 0 13260 0 175250 0 0 0 CHRISTOPHER BLAIR 117208 0 0 0 629 0 26360 0 13260 0 157457 0 0 0 KEVIN PLACE 112776 0 0 0 846 0 23301 0 13260 0 150183 0 0 0 GARY STACY 135227 0 0 0 379 0 26362 0 13260 0 175228 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 IBEW LOCAL UNION NO. 104 IS A MEMBER ORGANIZATION. ADMISSION AND QUALIFICATION FOR MEMBERSHIP IS DISCUSSED IN ARTICLE XII OF LOCAL 104'S BY-LAWS. THE BY-LAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTIONS OF IBEW LOCAL UNION NO. 104'S OFFICERS BY ITS MEMBERS ARE DISCUSSED IN ARTICLE III, SECTION 4 OF THE LOCAL'S BY-LAWS. THE BY-LAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11 IBEW LOCAL UNION NO. 104'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED FORM TO LOCAL 104'S FINANCIAL SECRETARY. THE FINANCIAL SECRETARY REVIEWS THE 990 BEFORE SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C IBEW LOCAL UNION NO. 104'S CONFLICT OF INTEREST POLICY IS REVIEWED AND MONITORED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 IBEW LOCAL UNION NO. 104'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1 IBEW LOCAL UNION NO. 104 USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C IBEW LOCAL UNION NO 104'S OFFICERS AND EXECUTIVE BOARD ARE RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. IBEW LOCAL 104 BROTHERHOOD FUND 130 WEST STREET WALPOLE MA 02081 300092355 CHARITABLE ORGANIZATION MA 501(C)(3) 170(B)(1)(A)(VI) 0 IBEW LOCAL 104 OCCUPATIONAL SAFETY & HEALTH EDUCATION TRUST 130 WEST STREET WALPOLE MA 02081 222581643 TRAINING FUND MA 501(C)(3) 509(A)(3), TYPE II 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0