2024-03-06T10:59:15-06:00 2023-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-09-01 231308075 APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY APPR 2155676405 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 BRIAN MYERS DIRECTOR 2155676405 2024-03-06 1 BRIAN MYERS 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-03-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN MYERS 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 18626328 0 X WWW.ATEI98.ORG X 1948 PA EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W.AND TO PROVIDE CONTINUINGEDUCATION FOR LOCAL UNION #98 JOURNEYMAN. 6 6 28 0 0 0 0 472160 5397206 5627080 63899 -220895 56977 38100 5518082 5916445 0 0 792480 777399 3286308 3480255 0 0 0 1887889 1631784 5966677 5889438 -448595 27007 22789728 23668322 40096 36641 22749632 23631681 EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W. AND TO PROVIDE CONTINUING EDUCATION FOR LOCAL UNION #98 JOURNEYMAN. 0 0 4472269 5627080 PROGRAM OF APPRENTICESHIP SO THAT THE APPRENTICES OF TODAY, THROUGH A SYSTEMATIC PROGRAM OF SCHOOLING AND ON THE JOB TRAINING, CAN BECOME THE QUALIFIED ALL-AROUND JOURNEYMAN OF TOMORROW. 4472269 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 323 0 28 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 1 1 1 0 X DAWN MCCARRY 2155676405 1719 SPRING GARDEN STREET PHILADELPHIA PA 19103 THOMAS G MOORE JR CHAIRMAN (P) 1.00 1.00 X 0 0 0 MICHAEL MASCUILLI SECRETARY 1.00 1.00 X 0 1200 0 BRUCE D SHELLY TRUSTEE 1.00 X 0 0 0 BRIAN BURROWS TRUSTEE (P) 1.00 48.00 X 0 217908 123755 TIMOTHY CAHILL TRUSTEE 1.00 X 0 0 0 KEVIN LYNCH TRUSTEE 1.00 X 0 0 0 SHAWN DUFF CHAIRMAN 1.00 X 0 0 0 JAMES FOY TRUSTEE 1.00 50.00 X 0 222295 128911 MICHAEL NEILL TRAINING DIRECTOR (P) 48.00 X 215271 0 141541 BRIAN MYERS TRAINING DIRECTOR 45.00 X 169603 0 111514 DOMINIC VERRECCHIO INSTRUCTOR 40.00 X 146425 0 96274 IGNATIUS J FLETCHER INSTRUCTOR 40.00 X 147337 0 96874 QUINTON JOHNSON INSTRUCTOR 40.00 X 147592 0 97042 LOUIS ACAMPORA JR INSTRUCTOR 40.00 X 177990 0 139605 LUKE W BIALY INSTRUCTOR 40.00 X 147592 0 97042 1151810 441403 1032558 7 0 1 0 0 471710 450 472160 WORKING ASSESSMENTS 900099 5510862 5510862 REIMBURSEMENTS 900099 59793 59793 APPLICATION FEES 900099 36895 36895 TRIBUTE BOOK INCOME 900099 11300 11300 MISCELLANEOUS INCOME 900099 8230 8230 5627080 607803 607803 38100 0 38100 38100 38100 11881185 12709883 -828698 -828698 -828698 5916445 5627080 0 -182795 777399 777399 659655 637929 21726 1395902 1169486 226416 728381 679208 49173 540462 476211 64251 155855 155855 20364 20364 129882 129882 51719 51719 101462 101462 15525 15525 63086 63086 262225 186761 75464 2739 2739 298888 298888 134731 134731 SCHOOL MATERIALS AND SU 317038 317038 INSTRUCTOR TRAINING 206534 206534 ACCREDITATION EXPENSE 10800 10800 GRADUATION EXPENSES - N 6682 6682 10109 4221 5888 5889438 4472269 1417169 0 369385 389275 4921626 15354079 69019 7095 895 3178 10804282 6257872 4501877 4546410 8352134 0 4574792 3368285 22789728 23668322 40096 36641 40096 36641 X 22749632 23631681 22749632 23631681 22789728 23668322 27007 855042 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 992943 992943 7908813 4643054 3265759 1902526 1614818 287708 4546410 ALTERNATIVE INVESTMENTS 3368285 F 3368285 X 6719768 855042 855042 5864726 51719 51719 5916445 5837719 0 5837719 51719 51719 5889438 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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 FUND. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER ADVERTISEMENT, COMMUNITY OUTREACH AND CAREER DAYS DURING APPLICATION PERIOD STATING THAT THE APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY IS AN EQUAL OPPORTUNITY EMPLOYER AND HAS AN OPEN ADMISSION POLICY. SCHEDULE E, PART I, LINE 4 CONTRIBUTIONS NOT SOLICITED. X 0 0 0 0 0 0 0 0 0 MICHAEL NEILL TRAINING DIRECTOR (P) 215271 0 0 0 0 0 78574 0 62967 0 356812 0 0 0 JAMES FOY TRUSTEE 0 222295 0 0 0 0 0 71617 0 57294 0 351206 0 0 BRIAN BURROWS TRUSTEE (P) 0 217908 0 0 0 0 0 68753 0 55002 0 341663 0 0 LOUIS ACAMPORA JR INSTRUCTOR 177990 0 0 0 0 0 81865 0 57740 0 317595 0 0 0 BRIAN MYERS TRAINING DIRECTOR 169603 0 0 0 0 0 61905 0 49609 0 281117 0 0 0 QUINTON JOHNSON INSTRUCTOR 147592 0 0 0 0 0 53871 0 43171 0 244634 0 0 0 LUKE W BIALY INSTRUCTOR 147592 0 0 0 0 0 53871 0 43171 0 244634 0 0 0 IGNATIUS J FLETCHER INSTRUCTOR 147337 0 0 0 0 0 53778 0 43096 0 244211 0 0 0 DOMINIC VERRECCHIO INSTRUCTOR 146425 0 0 0 0 0 53445 0 42829 0 242699 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS MAKE UP TWO GROUPS; THE EMPLOYER GROUP AND EMPLOYEE GROUP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF SIX MEMBERS, THREE OF WHOM SHALL BE NOMINATED AND ELECTED BY THE EMPLOYER GROUP AND THREE BY THE EMPLOYEE GROUP. FORM 990, PART VI, SECTION B, LINE 11B THE FROM 990 IS FIRST REVIEWED BY THE DIRECTOR OF THE ORGANIZATION. UPON COMPLETION OF THE REVIEW THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DERIVED FROM THE COLLECTIVE BARGAINING AGREEMENT WITH I.B.E.W. LOCAL 98. REPRESENTATIVES OF I.B.E.W. LOCAL 98 AND EMPLOYERS MEET EVERY THREE YEARS TO NEGOTIATE THE NEW TERMS AND CONDITIONS OF THE COLLECTIVE BARGAINING AGREEMENT. SALARIES ARE SET FOR THE DIRECTOR, KEY EMPLOYEES, 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 TRUST AGREEMENT 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 THE FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING FORM 990 PART XII LINE 2C MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF AUDIT AND THE FINANCIAL STATEMENTS INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 230724610 LABOR UNION PA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 K 148756 FMV INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 P 99132 FMV