2026-02-16T10:20:34-06:00 2025-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-09-01 231308075 APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY APPR 2155676405 1101 KITTY HAWK AVENUE PHILADELPHIA PA 19112 BRIAN MYERS DIRECTOR 2155676405 2026-02-16 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-02-16 2024 2025-03-06 01:10:19Z BRIAN MYERS 1101 KITTY HAWK AVENUE PHILADELPHIA PA 19112 8887185 0 X WWW.ATEI98.ORG X 1948 PA TO PROVIDE EDUCATION AND TRAINING FOR ALL APPRENTICES OF I.B.E.W. LOCAL UNION #98 AND TO PROVIDE CONTINUING EDUCATION FOR LOCAL UNION #98 JOURNEYMEN. 6 4 22 0 0 0 141123 486094 5835073 5946153 602841 747410 38087 131552 6617124 7311209 0 0 720703 732544 3534663 3584038 0 0 0 2402968 2106167 6658334 6422749 -41210 888460 23201414 23982011 31291 24814 23170123 23957197 TO PROVIDE EDUCATION AND TRAINING FOR ALL APPRENTICES OF I.B.E.W. LOCAL UNION #98 AND TO PROVIDE CONTINUING EDUCATION FOR LOCAL UNION #98 JOURNEYMEN. 0 0 4528550 6033305 PROVIDE A 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 JOURNEYMEN OF TOMORROW. 4528550 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 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 1 362 0 22 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 1 1 1 0 X DAWN MCCARRY 2155676405 1101 KITTY HAWK AVENUE PHILADELPHIA PA 19112 JAMES FOY TRUSTEE 1.00 50.00 X 0 226420 140174 GABRIELLE EDWARDS SECRETARY 1.00 1.00 X 0 557 0 SHAWN DUFF CHAIRMAN 1.00 X 0 0 0 TIMOTHY CAHILL TRUSTEE 1.00 X 0 0 0 KEVIN LYNCH TRUSTEE 1.00 X 0 0 0 BRUCE D SHELLY TRUSTEE 1.00 X 0 0 0 BRIAN MYERS TRAINING DIRECTOR 45.00 X 233832 0 152575 LOUIS ACAMPORA JR INSTRUCTOR 40.00 X 188933 0 128663 SHAWN MCCARTHY INSTRUCTOR 40.00 X 182122 0 118835 NICHOLAS GUMMEL INSTRUCTOR 40.00 X 167537 0 109318 THOMAS NORESKI INSTRUCTOR 40.00 X 167015 0 108977 LUKE W BIALY INSTRUCTOR 40.00 X 166088 0 108373 1105527 226977 866915 6 0 1 0 SITIO ARCHITECTURE 2104 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 BUILDING IMPROVEMENTS 134510 1 336094 150000 486094 WORKING ASSESSMENTS 900099 5854023 5854023 APPLICATION FEES 900099 55438 55438 REIMBURSEMENTS 900099 28142 28142 TRIBUTE BOOK INCOME 900099 8550 8550 5946153 498386 498386 44400 0 44400 44400 44400 1825000 1575976 249024 249024 249024 INSURANCE PROCEEDS 900099 87152 87152 87152 7311209 6033305 0 791810 732544 732544 403239 379728 23511 1630379 1388833 241546 827310 785053 42257 559469 486530 72939 163641 163641 30428 30428 149391 149391 29103 29103 12977 12977 76035 76035 392959 137868 255091 16899 16899 473419 473419 155986 155986 SCHOOL MATERIALS AND SU 364324 364324 INSTRUCTOR TRAINING 213923 213923 SETTLEMENT EXPENSES 143345 143345 GRADUATION EXPENSES - N 24664 24664 22714 15083 7631 6422749 4528550 1894199 0 458509 465271 7239030 9554709 8223 193 15777159 4662501 12547715 11114658 2947937 2846551 0 629 23201414 23982011 29267 24814 2024 0 31291 24814 X 23170123 23957197 23170123 23957197 23201414 23982011 888460 -101386 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2065908 2065908 12303262 3716385 8586877 126309 126309 0 1281680 819807 461873 11114658 ALTERNATIVE INVESTMENTS 2846551 F 2846551 X 7209823 -101386 -101386 7311209 0 7311209 6422749 0 6422749 0 6422749 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO 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 THE APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY PUBLICIZES THAT IT IS AN EQUAL OPPORTUNITY EMPLOYER AND HAS AN OPEN ADMISSION POLICY THROUGH NEWSPAPER ADVERTISEMENTS AND COMMUNITY OUTREACH AND AT CAREER DAY EVENTS DURING THE APPLICATION PERIOD. SCHEDULE E, PART I, LINE 4 CONTRIBUTIONS NOT SOLICITED. X 0 0 0 0 0 0 0 0 0 BRIAN MYERS TRAINING DIRECTOR 233832 0 0 0 0 0 90025 0 62550 0 386407 0 0 0 JAMES FOY TRUSTEE 0 226420 0 0 0 0 0 86347 0 53827 0 366594 0 0 LOUIS ACAMPORA JR INSTRUCTOR 188933 0 0 0 0 0 70094 0 58569 0 317596 0 0 0 SHAWN MCCARTHY INSTRUCTOR 182122 0 0 0 0 0 70117 0 48718 0 300957 0 0 0 NICHOLAS GUMMEL INSTRUCTOR 167537 0 0 0 0 0 64502 0 44816 0 276855 0 0 0 THOMAS NORESKI INSTRUCTOR 167015 0 0 0 0 0 64301 0 44676 0 275992 0 0 0 LUKE W BIALY INSTRUCTOR 166088 0 0 0 0 0 63944 0 44429 0 274461 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS MAKE UP TWO GROUPS: THE EMPLOYER GROUP AND THE 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 FORM 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 MEMBERS 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 THE AUDIT AND FOR 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 1 0 0 0 0 0 1 0 0 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 J 12396 FMV INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98 P 115391 FMV