2018-10-31T11:26:31-05:00 2017-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2017-01-01 230724610 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 INTE 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 FRANCIS WALSH JR FINANCIAL SECRETARY 2155635592 2018-10-31 1 LOUIS VERZELLA CPA P00360279 6106689400 2018-10-30 162.211.205.39 2018-10-31 11:24:59 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 2017 2018-06-14 16:35:46Z FRANCIS WALSH JR 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 32678286 0 X WWW.IBEW98.ORG X 1901 PA LABOR UNION ORGANIZATION 14 1 81 0 0 0 0 0 28422089 30446181 132194 190569 81522 74013 28635805 30710763 599264 594374 6378066 6817875 9632596 10044670 0 0 0 7980450 8183774 24590376 25640693 4045429 5070070 43081893 48987739 450267 431185 42631626 48556554 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 0 0 0 0 0 0 0 1 1 0 0 1 156 0 81 1 0 0 0 0 0 0 X 14 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 40.00 1.00 X X 190271 0 112111 TODD NEILSON TREASURER 40.00 1.00 X X 155545 0 92152 JAMES FOY EXECUTIVE BOARD - ASST BUS 42.00 X X 159625 0 96242 FRANCIS WALSH JR FINANCIAL SECRETARY 40.00 X X 153453 0 93133 JOHN J DOUGHERTY BUSINESS MANAGER 48.00 1.00 X X 242535 0 145085 TIMOTHY J BROWNE VICE PRESIDENT 42.00 X X 166226 0 97877 EDWARD COPPINGER EXECUTIVE BOARD 40.00 X X 156509 0 93951 MICHAEL MASCULLI RECORDING SECRETARY 1.00 X X 1652 0 274 NICHOLAS GUMMEL EXECUTIVE BOARD 1.00 X X 5562 0 2700 ROBERT THOMPSON EXAMINING BOARD 40.00 X X 155521 0 92806 ROBERT GORMLEY EXECUTIVE BOARD 40.00 X X 152284 0 91825 KIRK HENON EXAMINING BOARD 1.00 X X 0 0 0 NEHEMIAH DEVINE EXAMINING BOARD 40.00 X 159887 0 94278 JAMES SNYDER EXECUTIVE BOARD 42.00 X 166453 0 97060 ROBERT BOLAND BUSINESS AGENT 40.00 X 157683 0 96114 MARITA CRAWFORD BUSINESS AGENT 40.00 X 154340 0 92152 BRIAN STEVENSON BUSINESS AGENT 40.00 X 153166 0 91825 ROBERT BARK SARGENT AT ARMS 40.00 X 163667 0 95096 GEORGE WALKER BUSINESS AGENT 40.00 X 158317 0 94441 2652696 0 1579122 16 0 1 0 ERNST & YOUNG LLP 5 TIMES SQUARE NEW YORK NY 10036 ACCOUNTING 985366 CLEARY JOSEM & TRIGIANI LLP 325 CHESTNUT ST STE 200 PHILADELPHIA PA 19106 LEGAL 268029 FRANK M VACCARO & ASSOC 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 ADMINISTRATION FEE 259421 JENNINGS SIGMOND 1835 MARKET STREET STE 28 PHILADELPHIA PA 19103 LEGAL 251398 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD STE 330 BALA CYNWYD PA 19004 ACCOUNTING AND AUDIT FEES 182710 7 MEMBERS DUE AND ASSESSMENTS 900099 30307524 30307524 REIMBURSEMENTS FROM RELATED PARTI 900099 100659 100659 SPONSERED EVENTS 900099 37998 37998 30446181 68380 68380 213715 198150 15565 15565 15565 1891062 1768873 122189 122189 122189 2681 500 2181 2181 MISCELLANEOUS INCOME 900099 56267 56267 56267 30710763 30520194 0 190569 594374 6817875 2975017 4319906 1088534 1187293 473920 822724 1168138 262263 117762 341021 1243848 794801 65000 238726 314697 443204 250974 557337 195667 MARKET RECOVERY SUPPLEM 752564 SPONSORED EVENTS 292378 ORGANIZING EXPENSES 285930 PICKET EXPENSES 31609 5131 25640693 20776811 27851507 7031287 5914987 23287 18443 17262781 13070674 4579832 4192107 1821131 1890492 8168155 8784427 681390 335776 43081893 48987739 109393 70832 340874 360353 450267 431185 X 42631626 48556554 42631626 48556554 43081893 48987739 5070070 816312 38546 0 X X 0 1 X 1 0 1 1 0 1429549 1429549 5221247 3762480 1458767 660471 385050 275421 9951514 8923144 1028370 4192107 LIMITED PARTNERSHIP REAL ESTATE 8679878 F AFL-CIO HOUSING INVESTMENT TRUST 104549 F 8784427 DUES PAYABLE TO INTERNATIONAL 209174 DUE TO RELATED FUNDS 1416 FUNDS HELD IN ESCROW 149763 360353 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) 20000 FINANCIAL SUPPORT ST ANN'S CATHOLIC CHURCH 502 S MAIN STREET PHOENIXVILLE PA 19460 231508333 501(C)(3) 10000 FINANCIAL SUPPORT SELF HELP MOVEMENT INC 2600 SOUTHAMPTON ROAD PHILADELPHIA PA 19116 231985315 501(C)(3) 6000 FINANCIAL SUPPORT PHLCVB FOUNDATION 1601 MARKET STREET SUITE 200 PHILADELPHIA PA 19103 300070983 501(C)(3) 150000 FINANCIAL SUPPORT NORTHEAST VICTIM SERVICE 8014 CASTOR AVE PHILADELPHIA PA 19152 232695069 501(C)(3) 7500 FINANCIAL SUPPORT MAGEE REHAB FOUNDATION 1513 RACE STREET PHILADELPHIA PA 191021177 232937749 501(C)(3) 41000 FINANCIAL SUPPORT LIVENGRIN FOUNDATION 4833 HULMEVILLE ROAD BENSALEM PA 190202032 231668916 501(C)(3) 10000 FINANCIAL SUPPORT HOLY REDEEMER 915 VINE STREET PHILADELPHIA PA 19107 233224406 501(C)(3) 15000 FINANCIAL SUPPORT GROWTH AND OPPORTUNITY FUND INC PO BOX 193 HARRISBURG PA 17108 501(C)(4) 30000 FINANCIAL SUPPORT BACKPACK DRIVE (VALLEY YOUTH HOUSE) 3400 HIGH POINT BLVD BETHLEHEM PA 18017 237178820 501(C)(3) 5489 FINANCIAL SUPPORT 4TH DISTRICT BLOCK CAMP 5077 FMV IPAD MINIS AND COVERS FINANCIAL SUPPORT ABRAMSON CANCER CENTER 1865 ROUTE 70 EAST CHERRY HILL NJ 08003 8000 FINANCIAL SUPPORT 298 INC PO BOX 473 GWYNEDD PA 19436 753017242 501(C)(3) 63095 FINANCIAL SUPPORT THOMAS JEFFERSON UNIVERSITY & HEALTH 111 S 11TH ST PHILADELPHIA PA 19107 232829095 501(C)(3) 50000 FINANCIAL SUPPORT THE FUND FOR PHILADELPHIA INC CITY HALL NO 708 PHILADELPHIA PA 19107 232174863 501(C)(3) 10000 FINANCIAL SUPPORT KATIE KIRLIN FUND 229 WOLF STREET PHILADELPHIA PA 19148 223036064 501(C)(3) 10000 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) 7500 FINANCIAL SUPPORT UNITED NEGRO COLLEGE FUND INC 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 5500 FINANCIAL SUPPORT WHYY INC 150 N SIXTH STREET PHILADELPHIA PA 19106 231438083 501(C)(3) 6500 FINANCIAL SUPPORT 17 3 X 0 0 0 BRIAN BURROWS PRESIDENT 190271 0 0 0 0 0 59212 0 52899 0 302382 0 0 0 TODD NEILSON TREASURER 155545 0 0 0 0 0 48972 0 43180 0 247697 0 0 0 JAMES FOY EXECUTIVE BOARD - ASST BUS 159625 0 0 0 0 0 51070 0 45172 0 255867 0 0 0 FRANCIS WALSH JR FINANCIAL SECRETARY 153453 0 0 0 0 0 49475 0 43658 0 246586 0 0 0 JOHN J DOUGHERTY BUSINESS MANAGER 242535 0 0 0 0 0 76129 0 68956 0 387620 0 0 0 TIMOTHY J BROWNE VICE PRESIDENT 166226 0 0 0 0 0 51909 0 45968 0 264103 0 0 0 EDWARD COPPINGER EXECUTIVE BOARD 156509 0 0 0 0 0 49895 0 44056 0 250460 0 0 0 ROBERT THOMPSON EXAMINING BOARD 155521 0 0 0 0 0 49307 0 43499 0 248327 0 0 0 ROBERT GORMLEY EXECUTIVE BOARD 152284 0 0 0 0 0 48804 0 43021 0 244109 0 0 0 NEHEMIAH DEVINE EXAMINING BOARD 159887 0 0 0 0 0 50063 0 44215 0 254165 0 0 0 JAMES SNYDER EXECUTIVE BOARD 166453 0 0 0 0 0 51490 0 45570 0 263513 0 0 0 ROBERT BOLAND BUSINESS AGENT 157683 0 0 0 0 0 50146 0 45968 0 253797 0 0 0 MARITA CRAWFORD BUSINESS AGENT 154340 0 0 0 0 0 48972 0 43180 0 246492 0 0 0 BRIAN STEVENSON BUSINESS AGENT 153166 0 0 0 0 0 48804 0 43021 0 244991 0 0 0 ROBERT BARK SARGENT AT ARMS 163667 0 0 0 0 0 50482 0 44614 0 258763 0 0 0 GEORGE WALKER BUSINESS AGENT 158317 0 0 0 0 0 50146 0 44295 0 252758 0 0 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 PRESIDENT, FINANCIAL SECRETARY, OFFICE MANAGER AND COUNSEL. UPON COMPLETION OF REVIEW, THE FORM 990 IS PRESENTED TO THE LOCAL 98 EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE COMPENSATION THE ORGANIZATION COMPARES DATA FROM OTHER LOCAL UNIONS SIMILAR IN SIZE. SALARIES ARE SET FOR EACH CLASS OF OFFICER, KEY EMPLOYEE, AND MEMBER BASED ON A PER QUARTER, PER MEETING, AND HOURLY RATE. THIS SALARY IS SET REGARDLESS OF THE INDIVIDUAL IN THE POSITION. THE SALARY RATES ARE REVIEWED AND APPROVED BY THE EXECUTIVE BOARD AND PAID IN ACCORDANCE WITH THE CONSTITUTION AND BYLAWS OF THE ORGANIZATION. 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 100173 FMV APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY J 148756 FMV