2023-11-02T11:40:21-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 230724610 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 INTE 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 MARK LYNCH BUSINESS MANAGER/FINANCIAL SEC. 2155635592 2023-11-02 1 MARK LYNCH 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK LYNCH 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 34874895 0 X WWW.IBEW98.ORG X 1901 PA LABOR UNION ORGANIZATION 7 0 78 0 0 0 0 0 33874433 33013280 62943 316587 2021452 262906 35958828 33592773 1476788 998121 5814621 5975758 11658727 11819793 0 0 0 7722300 6855470 26672436 25649142 9286392 7943631 84076820 92157512 283543 328171 83793277 91829341 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 1 190 0 1 78 1 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 0 0 1 1 1 0 X MARK LYNCH 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 MARK LYNCH BUSINESS MANAGER/FIN. SEC. 56.00 40.00 X 278878 0 161033 ZACHARY GNIEWOZ EXECUTIVE BOARD 50.00 X 225912 0 128911 JAMES FOY EXECUTIVE BOARD 50.00 X 222295 0 128911 TODD NEILSON EXECUTIVE BOARD 48.00 1.00 X 220382 0 123755 BRIAN BURROWS PRESIDENT 48.00 1.00 X 217908 0 123755 JAMES SNYDER EXECUTIVE BOARD 48.00 X 217418 0 123755 ROBERT GORMLEY EXECUTIVE BOARD 48.00 X 217064 0 123755 MICHAEL MAGEE TREASURER 1.00 X 2704 0 1582 MICHAEL MASCULLI RECORDING SECRETARY 1.00 X 1200 0 702 TIMOTHY J BROWNE VICE PRESIDENT 1.00 X 400 0 234 GEORGE WALKER BUSINESS REPRESENTATIVE 48.00 X 224815 0 128619 ROBERT BARK BUSINESS REPRESENTATIVE 48.00 X 217984 0 123755 ROBERT BOLAND BUSINESS REPRESENTATIVE 48.00 X 213124 0 123755 TARA CHUPKA ASSISTANT TO PRESIDENT 48.00 X 210559 0 121540 ROBERT THOMPSON BUSINESS REPRESENTATIVE 48.00 X 210545 0 122830 2681188 0 1536892 31 0 1 0 LAMB MCERLANE PC 1 S BROAD STREET STE 1500 PHILADELPHIA PA 19107 LEGAL 417507 CLEARY JOSEM & TRIGIANI LLP 325 CHESTNUT ST STE 200 PHILADELPHIA PA 19106 LEGAL 249463 MOREY'S PIERS 3501 BOARDWALK WILDWOOD NJ 08260 EVENT HOST 212785 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 ACCOUNTING/CONSULTING 157720 FLASTER GREENBERG PC 1810 CHAPEL AVE WEST CHERRY HILL NJ 08002 LEGAL 132940 6 MEMBERS DUE AND ASSESSMENTS 900099 32915675 32915675 SPONSORED EVENTS 900099 97605 97605 33013280 296917 296917 208419 0 208419 208419 208419 1242797 38000 1261127 0 -18330 38000 19670 38000 -18330 21297 20995 302 302 LEGAL SETTLEMENTS 900099 46421 46421 MISCELLANEOUS INCOME 900099 7764 7764 54185 33592773 33051582 0 541191 998121 5975758 2493673 5703917 1617079 1504616 500508 926062 168723 26442 213788 145005 519338 113026 656441 462324 188279 2013279 460216 229541 MEMBERS FUNCTIONS & EVE 531557 ORGANIZING EXPENSES 179438 ELECTION EXPENSES 18975 MERCHANDISE STORE 2326 710 25649142 32497953 36922596 30494744 31808737 -2380 48991 35798 18535645 13733457 4392285 4802188 2814237 2261317 13761699 16217966 69291 108910 84076820 92157512 86435 89551 197108 238620 283543 328171 X 83793277 91829341 83793277 91829341 84076820 92157512 7943631 92433 0 X X 0 1 X 1 0 1 1 0 1529549 1529549 13407951 11028508 2379443 2192236 2062758 129478 1405909 642191 763718 4802188 LIMITED PARTNERSHIP REAL ESTATE 16128277 F AFL-CIO HOUSING INVESTMENT TRUST 89689 F 16217966 DUES PAYABLE TO INTERNATIONAL 235857 DUES PAYABLE TO OTHER ORGANIZATIONS 383 OTHER LIABILITIES 2380 238620 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 NATIONAL MS SOCIETY 135661935 501(C)(3) 14000 0 SUPPORT ACME MARKETS (ALBERTSONS COMPANIES FOUNDATION) 29 SNYDER AVE PHILADELPHIA PA 19148 912144510 501(C)(3) 70531 0 SUPPORT HERO THRILL SHOW INC 204951830 501(C)(3) 10000 0 SUPPORT IAFF LOCAL 22 WIDOWS FUND 231167682 501(C)(5) 14660 0 SUPPORT IBEW UNITY FUND 530088380 501(C)(5) 10000 0 SUPPORT TRANFORMATION TO RECOVERY INC 229 MOORE ST PHILADELPHIA PA 19148 823698197 501(C)(3) 6000 0 SUPPORT LCN PARTNERS INC 1132B CALLOWHILL ST PHILADELPHIA PA 19123 465207873 87720 0 MARKET RECOVERY COMMUNITY SERVICE PROJECT DONALD A PUSEY INC 301 STATE RD MEDIA PA 19063 232300685 135000 0 MARKEY RECOVERY SUPPLEMENT EMMS ELECTRIC INC 303 BIG ROAD ZIEGLERSVILLE PA 19492 200000 0 MARKEY RECOVERY SUPPLEMENT RIGGS DISTLER & CO INC 520294020 35000 0 MARKEY RECOVERY SUPPLEMENT PHILLY ELECTRICAL SERVICES 1714 FRANFORD AVE PHILADELPHIA PA 19125 10000 0 MARKEY RECOVERY SUPPLEMENT LIBERTY INTEGRATED SOLUTIONS 203196004 80000 0 MARKEY RECOVERY SUPPLEMENT KAHMAR ELECTRIC INC 2733 MOWER ST PHILADELPHIA PA 19152 15000 0 MARKEY RECOVERY SUPPLEMENT HENKELS & MCCOY INC 231535602 32816 0 MARKEY RECOVERY SUPPLEMENT THE JERRY SEGAL CLASSIC 1513 RACE ST PHILADELPHIA PA 19102 232802244 501(C)(3) 5500 0 SUPPORT INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 900 SEVENTH ST NW WASHINGTON DC 20001 530088380 501(C)(5) 10000 0 CONVENTION SPONSOR KARL WEINBERG SCHOLARSHIP FUND 1301 S COLUMBUS BLVD PHILADELPHIA PA 19147 232480754 501(C)(3) 5150 0 SUPPORT RONALD E SMALLWOOD SCHOLARSHIP FUND 2003 RENAISSANCE BLVD KING OF PRISSIA PA 19406 233080743 501(C)(3) 7000 0 SUPPORT STEAMFITTERS LU 420 MAKE A WISH FOUNDATION 14420 TOWNSEND RD PHILADELPHIA PA 19154 222755963 501(C)(3) 8000 0 SUPPORT WHYY INC 150 N 6TH ST PHILADELPHIA PA 19106 231438083 501(C)(3) 7500 0 SUPPORT 9 11 X 0 0 0 MARK LYNCH BUSINESS MANAGER/FIN. SEC. 278878 0 0 0 0 0 89463 0 71570 0 439911 0 0 0 ZACHARY GNIEWOZ EXECUTIVE BOARD 225912 0 0 0 0 0 71617 0 57294 0 354823 0 0 0 JAMES FOY EXECUTIVE BOARD 222295 0 0 0 0 0 71617 0 57294 0 351206 0 0 0 TODD NEILSON EXECUTIVE BOARD 220382 0 0 0 0 0 68753 0 55002 0 344137 0 0 0 BRIAN BURROWS PRESIDENT 217908 0 0 0 0 0 68753 0 55002 0 341663 0 0 0 JAMES SNYDER EXECUTIVE BOARD 217418 0 0 0 0 0 68753 0 55002 0 341173 0 0 0 ROBERT GORMLEY EXECUTIVE BOARD 217064 0 0 0 0 0 68753 0 55002 0 340819 0 0 0 GEORGE WALKER BUSINESS REPRESENTATIVE 224815 0 0 0 0 0 71455 0 57164 0 353434 0 0 0 ROBERT BARK BUSINESS REPRESENTATIVE 217984 0 0 0 0 0 68753 0 55002 0 341739 0 0 0 ROBERT BOLAND BUSINESS REPRESENTATIVE 213124 0 0 0 0 0 68753 0 55002 0 336879 0 0 0 TARA CHUPKA ASSISTANT TO PRESIDENT 210559 0 0 0 0 0 67522 0 54018 0 332099 0 0 0 ROBERT THOMPSON BUSINESS REPRESENTATIVE 210545 0 0 0 0 0 68239 0 54591 0 333375 0 0 0 BRYAN BURROWS FAMILY MEMBER OF PRESIDENT BRIAN BURROWS 280689 PAYROLL COMPENSATION AND BENEFITS 0 TARA CHUPKA FAMILY MEMBER OF FORMER BUSINESS MANAGER/FIN. SEC. JOHN J. DOUGHERTY 332099 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 AND PRESIDENT. 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/FINANCIAL SECRETARY 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/FINANCIAL SECRETARY IS THE PRINCIPLE OFFICER OF THE LOCAL UNION, THEREFORE ALL SALARIES OF KEY EMPLOYEES ARE DETERMINED BY THE BUSINESS MANAGER/FINANCIAL SECRETARY 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 FOR IBEW LOCAL 98 MEMBERS 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) 0 298 INC 1701 SPRING GARDEN ST PHILADELPHIA PA 19130 753017242 CHARITABLE ORGANIZATION PA 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY O 94261 FMV APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY J 148756 FMV