2016-11-04T13:33:21-05:00 2015-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2015-01-01 230724610 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 INTE 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 FRANCIS WALSH JR FINANCIAL SECRETARY 2155635592 2016-11-04 1 Louis Verzella CPA P00360279 6106689400 2016-11-04 2015 2017-02-10 21:41:12Z FRANCIS WALSH JR 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 36597236 0 X www.ibew98.org X 1901 PA LABOR UNION ORGANIZATION 14 5 93 0 0 0 0 0 21476691 26494285 189570 420592 544551 222896 22210812 27137773 412747 962767 4403435 5100502 7389599 9180230 0 0 0 7290074 7586955 19495855 22830454 2714957 4307319 27266057 38056202 539546 489195 26726511 37567007 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 304 0 93 1 0 0 0 0 0 0 X 14 5 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 173406 0 99380 Todd Neilson Treasurer 1.00 1.00 X X 600 0 30329 James Foy Executive Board 42.00 0.00 X X 148913 0 85338 Francis Walsh Jr Financial Secretary 40.00 0.00 X X 144596 0 82870 John J Dougherty Business Manager 48.00 1.00 X X 226754 0 129957 Timothy J Browne Vice President 42.00 0.00 X X 153860 0 88182 Edward Coppinger Executive Board 40.00 0.00 X X 141298 0 80972 Michael Masculli Recording Secretary 1.00 0.00 X X 1200 0 0 Nicholas Gummel executive Board 1.00 0.00 X X 5388 0 2694 Stephen Wolf executive Board 40.00 0.00 X X 143497 0 82237 Robert Thompson Examining Board 40.00 0.00 X X 141298 0 80972 Robert Gormley Executive Board 40.00 0.00 X X 142398 0 81605 Joseph Bledsoe Examining Board 1.00 0.00 X X 1633 0 939 Kirk Henon Examining Board 1.00 0.00 X X 0 0 54656 Robert Boland Business Representative 40.00 0.00 X 144047 0 82553 Marita Crawford Business Representative 40.00 0.00 X 146795 0 84133 Nehemiah Devine Business Representative 40.00 0.00 X 146246 0 83817 James Snyder Assistant Business Mgr. 42.00 0.00 X 150562 0 86285 Brian Stevenson Business Representative 40.00 0.00 X 144047 0 82553 2156538 0 1319472 14 0 1 0 Jennings Sigmond 1835 Market Street Ste 28 Philadelphia PA 19103 Legal 268968 Frank M Vaccaro & Assoc 1719 spring Garden Street Philadelphia PA 19130 Administration fee 218251 WELLS FARGO CENTER 3601 SOUTH BROAD STREET Philadelphia PA 19148 AREnA 194084 Aramark 2900 South 20th Street philadelphia PA 19145 FOOD SERVICE 149072 WIPFLI LLP 10000 Innovation Drive Milwaukee WI 53226 Accounting and audit fees 128785 11 Members due and assessments 900099 26193201 26193201 Reimbursements from related parti 900099 251480 251480 Sponsered events 900099 49604 49604 26494285 574659 574659 239877 130677 109200 109200 109200 9167443 6000 9317948 9562 -150505 -3562 -154067 -154067 6292 1276 5016 5016 Miscellaneous income 900099 91524 91524 Settlement 900099 17156 17156 108680 27137773 26563114 0 574659 927017 35750 5100502 2270317 4289746 1077620 1079258 463289 514692 175994 76642 933009 1152653 717088 40000 380682 438064 458840 252155 641981 149795 Market recovery supplem 939341 Sponsored events 335996 Organizing expenses 303887 Picket expenses 76136 22830454 6492058 11791685 15373905 9041365 9450 25376 16789344 11895642 2880335 4893702 2208905 4631422 7392916 301404 279736 27266057 38056202 60077 87661 479469 401534 539546 489195 X 26726511 37567007 26726511 37567007 27266057 38056202 X 4307319 258031 208834 6066312 X 0 1 X 1 0 1 1 0 1429549 1429549 5181957 3502257 1679700 400746 250383 150363 9777092 8143002 1634090 4893702 Limited partnership real estate 7392916 F 7392916 Dues payable to International 282234 Due to Committee on political education 2256 Due to related funds 2131 Funds held in escrow 114913 401534 X 27451115 258031 131953 389984 27061131 76642 76642 27137773 22885765 131953 131953 22753812 76642 76642 22830454 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. Part XI, Line 2d - Other Adjustments: Rental expenses 130,677. cost of Goods Sold 1,276. Part XII, Line 2d - Other Adjustments: Rental expenses 130,677. Cost of Goods Sold 1,276. 1 American Cancer Society PO Box 30468 Philadelphia PA 19130 131788491 501(C)(3) 5000 To promote goodwill of the union and provide financial support American Red Cross 2221 Chestnut Street Philadelphia PA 19130 5000 To promote goodwill of the union and provide financial support Black Clergy of Philadelphia and Vicinity Inc 128 Chestnut Street Philadelphia PA 19106 45000 To promote goodwill of the union and provide financial support Chestnut Hill College 9601 Germantown Ave Philadelphia PA 19118 5000 To promote goodwill of the union and provide financial support CISV Philadelphia 1209 Jericho Road Abington PA 19001 6400 To promote goodwill of the union and provide financial support Drexel University College of Medicine 1601 Cherry Street Philadelphia PA 19102 231352630 501(C)(3) 5000 To promote goodwill of the union and provide financial support Fred's Footsteps PO Box 19035 Gladwyne PA 19035 232867497 501(C)(3) 12500 To promote goodwill of the union and provide financial support Hardy Williams Education Fund PO Box 28791 Philadelphia PA 19151 5000 To promote goodwill of the union and provide financial support Jack Keenan Education Fund 113 Olde New Jersey Ave North Wildwood NJ 08260 460674009 501(C)(3) 5000 To promote goodwill of the union and provide financial support Jerry Segal Classic 1700 Benjamin Franklin Place Philadelphia PA 19103 232802244 501(C)(3) 5500 To promote goodwill of the union and provide financial support Katie Kirlin Fund 229 Wolf Street Philadelphia PA 19148 223036064 501(C)(3) 5000 To promote goodwill of the union and provide financial support Legal Youth Tennis and Education 4842 Ridge Avenue Philadelphia PA 19129 5000 To promote goodwill of the union and provide financial support Leukemia & Lymphoma Society 100 North 20th Street Philadelphia PA 19103 20000 To promote goodwill of the union and provide financial support March of Dimes 1019 W 9th Avenue King of Prussia PA 19406 5000 To promote goodwill of the union and provide financial support Methodist Hospital Foundation 2301 South Broad Street Philadelphia PA 19148 5000 To promote goodwill of the union and provide financial support NAACP of Philadelphia 1722 Cecil B Moore Avenue Philadelphia PA 19123 5000 To promote goodwill of the union and provide financial support Network for Teaching Entrpreneurship 120 Wall Street New York NY 10005 5000 To promote goodwill of the union and provide financial support Philadelphia Museum of Art Craft Show PO Box 7646 Philadelphia PA 19101 50000 To promote goodwill of the union and provide financial support Preservation Alliance for Greater Philadelphia 1616 Walnut Street Philadelphia PA 19103 5000 To promote goodwill of the union and provide financial support Project Based Learning Inc 318 Merion Ave Narberth PA 19072 5000 To promote goodwill of the union and provide financial support Project Home 1515 Fairmount Ave Philadelphia PA 19130 5000 To promote goodwill of the union and provide financial support Respect for Life Institute 6928 Lawnton Ave Philadelphia PA 19126 5000 To promote goodwill of the union and provide financial support Self Help Movement 26000 Southampton Road Philadelphia PA 19116 231985315 501(C)(3) 8000 To promote goodwill of the union and provide financial support St Jude Childeren's Research Hospital PO Box 3704 Memphis TN 38103 10000 To promote goodwill of the union and provide financial support The Barnes Foundation 2025 Benjamin Franklin Parkway Philadelphia PA 19130 236000149 501(C)(3) 5000 To promote goodwill of the union and provide financial support The Cooper Foundation 200 Federal Street Camden NJ 08013 10000 To promote goodwill of the union and provide financial support The Peggy Browning Fund 1528 Walnut Street Philadelphia PA 19102 232887086 501(C)(3) 10000 To promote goodwill of the union and provide financial support Union Sportmen's Alliance 2014 Horning Road Philadelphia PA 19116 5500 To promote goodwill of the union and provide financial support United Cerebral Palsy 102 E Mermaid Lane Philadelphia PA 19118 5000 To promote goodwill of the union and provide financial support Urban Affairs Coalition 1207 Chestnut Street Philadelphia PA 19107 15000 To promote goodwill of the union and provide financial support WHYY-TV 150 North 6th Street Philadelphia PA 19106 6500 To promote goodwill of the union and provide financial support William Way LGBT Community Center 1315 Spruce Street Philadelphia PA 19107 20000 To promote goodwill of the union and provide financial support Building A Better Pennsylvania Fund PO Box 63834 Philadelphia PA 19147 (501) (c)(4) 450000 Support to a political action committee scholarships to member's children 55 35750 0 0 0 Brian Burrows President 173406 0 0 0 0 0 50986 0 48394 0 272786 0 0 0 James Foy Executive Board 148913 0 0 0 0 0 43782 0 41556 0 234251 0 0 0 Francis Walsh Jr Financial Secretary 144596 0 0 0 0 0 42516 0 40354 0 227466 0 0 0 John J Dougherty Business Manager 226754 0 0 0 0 0 66674 0 63283 0 356711 0 0 0 Timothy J Browne Vice President 153860 0 0 0 0 0 45241 0 42941 0 242042 0 0 0 Edward Coppinger Executive Board 141298 0 0 0 0 0 41542 0 39430 0 222270 0 0 0 Stephen Wolf executive Board 143497 0 0 0 0 0 42191 0 40046 0 225734 0 0 0 Robert Thompson Examining Board 141298 0 0 0 0 0 41542 0 39430 0 222270 0 0 0 Robert Gormley Executive Board 142398 0 0 0 0 0 41867 0 39738 0 224003 0 0 0 Robert Boland Business Representative 144047 0 0 0 0 0 42353 0 40200 0 226600 0 0 0 Marita Crawford Business Representative 146795 0 0 0 0 0 43164 0 40969 0 230928 0 0 0 Nehemiah Devine Business Representative 146246 0 0 0 0 0 43002 0 40815 0 230063 0 0 0 James Snyder Assistant Business Mgr. 150562 0 0 0 0 0 44268 0 42017 0 236847 0 0 0 Brian Stevenson Business Representative 144047 0 0 0 0 0 42353 0 40200 0 226600 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 11 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 XI, line 9: Net Assets from merger IBEW Local 380 6,066,312. 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 0 0 0 0 0 1 0 0 0 0 Apprentice Training for the Electrical Industry O 128313 fmv