Local 98 Annual Report For 2015

8/8/2016
DOL Form
Return
FORMLM2LABORORGANIZATIONANNUALREPORT
U.S.DepartmentofLabor
OfficeofLaborManagementStandards
Washington,DC20210
MUSTBEUSEDBYLABORORGANIZATIONSWITH$250,000ORMOREINTOTALANNUALRECEIPTSAND
LABORORGANIZATIONSINTRUSTEESHIP
FormApproved
OfficeofManagementandBudget
No.12450003
Expires:08312016
ThisreportismandatoryunderP.L.86257,asamended.Failuretocomplymayresultincriminalprosecution,fines,orcivilpenaltiesasprovidedby29U.S.C.439or440.
READTHEINSTRUCTIONSCAREFULLYBEFOREPREPARINGTHISREPORT.
ForOfficialUseOnly
1.FILENUMBER
001938
2.PERIODCOVERED
From
01/01/2015
Through
12/31/2015
3. (a)AMENDEDIsthisanamendedreport:
(b)HARDSHIPFiledunderthehardshipprocedures:
(c)TERMINALThisisaterminalreport:
4.AFFILIATIONORORGANIZATIONNAME
ELECTRICALWORKERSIBEWAFLCIO
5.DESIGNATION(Local,Lodge,etc.)
LOCALUNION
No
No
No
8.MAILINGADDRESS(Typeorprintincapitalletters)
FirstName
FRANCIS
6.DESIGNATIONNBR
98
LastName
WALSH
P.OBoxBuildingandRoomNumber
7.UNITNAME(ifany)
NumberandStreet
1719SPRINGGARDENST
9.Areyourorganization'srecordskeptatitsmailingaddress?
Yes
City
PHILADELPHIA
State
PA
ZIPCode+4
191303915
Eachoftheundersigned,dulyauthorizedofficersoftheabovelabororganization,declares,underpenaltyofperjuryandotherapplicablepenaltiesoflaw,thatalloftheinformationsubmittedinthisreport(including
informationcontainedinanyaccompanyingdocuments)hasbeenexaminedbythesignatoryandis,tothebestoftheundersignedindividual'sknowledgeandbelief,true,correctandcomplete(SeeSectionVonpenalties
intheinstructions.)
70.SIGNED:
BrianBurrows
PRESIDENT
71.SIGNED:
FrancisWalsh
FinancialSecretary
Date:
Mar30,2016
TelephoneNumber:
2155635592
Date:
Mar30,2016
TelephoneNumber:
2155638991
FormLM2(Revised2010)
https://olms.dol-esa.gov/query/orgReport.do
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DOL Form
ITEMS10THROUGH21
FILENUMBER:001938
20.Howmanymembersdidthelabororganizationhaveattheendofthereportingperiod?
4,652
21.Whatarethelabororganization'sratesofduesandfees?
RatesofDuesandFees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a)RegularDues/Fees
$114.15$118.65 per
Quarter
$114.15
$118.65
(b)WorkingDues/Fees
1.10%10.00%per
Grosswages
1.10%
10.00%
(c)InitiationFees
$5$300per
Newmember
$5
$300
(d)TransferFees
N/Aper
N/A
N/A
N/A
(e)WorkPermits
N/Aper
N/A
N/A
N/A
10.Duringthereportingperioddidthelabororganizationcreateorparticipateinthe
administrationofatrustorafundororganization,asdefinedintheinstructions,which
providesbenefitsformembersorbeneficiaries?
11(a).Duringthereportingperioddidthelabororganizationhaveapoliticalaction
committee(PAC)fund?
11(b).Duringthereportingperioddidthelabororganizationhaveasubsidiary
organizationasdefinedinSectionXoftheseInstructions?
12.Duringthereportingperioddidthelabororganizationhaveanauditorreviewofits
booksandrecordsbyanoutsideaccountantorbyaparentbodyauditor/representative?
13.Duringthereportingperioddidthelabororganizationdiscoveranylossorshortage
offundsorotherassets?(Answer"Yes"eveniftherehasbeenrepaymentorrecovery.)
14.Whatisthemaximumamountrecoverableunderthelabororganization'sfidelity
bondforalosscausedbyanyofficer,employeeoragentofthelabororganizationwho
handledunionfunds?
15.Duringthereportingperioddidthelabororganizationacquireordisposeofany
assetsinamannerotherthanpurchaseorsale?
16.Wereanyofthelabororganization'sassetspledgedassecurityorencumberedin
anywayattheendofthereportingperiod?
17.Didthelabororganizationhaveanycontingentliabilitiesattheendofthereporting
period?
18.Duringthereportingperioddidthelabororganizationhaveanychangesinits
constitutionorbylaws,otherthanratesofduesandfees,orinpractices/procedures
listedintheinstructions?
19.Whatisthedateofthelabororganization'snextregularelectionofofficers?
Yes
Yes
Yes
Yes
No
$5,000
Yes
No
No
Yes
06/2017
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DOL Form
STATEMENTAASSETSANDLIABILITIES
FILENUMBER:001938
ASSETS
ASSETS
22.Cash
23.AccountsReceivable
24.LoansReceivable
25.U.S.TreasurySecurities
26.Investments
27.FixedAssets
28.OtherAssets
29.TOTALASSETS
LIABILITIES
LIABILITIES
30.AccountsPayable
31.LoansPayable
32.MortgagesPayable
33.OtherLiabilities
34.TOTALLIABILITIES
35.NETASSETS
Schedule
Number
1
2
5
6
7
Schedule
Number
8
9
10
StartofReportingPeriod
(A)
$13,015,654
$416,210
$50,000
$0
$11,404,868
$2,880,335
$49,653
EndofReportingPeriod
(B)
$20,042,971
$183,555
$0
$0
$12,154,031
$4,893,700
$305,115
$27,816,720
$37,579,372
StartofReportingPeriod
(A)
EndofReportingPeriod
(B)
$345,650
$0
$329,711
$675,361
$0
$0
$0
$489,195
$489,195
$27,141,359
$37,090,177
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DOL Form
STATEMENTBRECEIPTSANDDISBURSEMENTS
CASHRECEIPTS
36.DuesandAgencyFees
37.PerCapitaTax
38.Fees,Fines,Assessments,WorkPermits
39.SaleofSupplies
40.Interest
41.Dividends
42.Rents
43.SaleofInvestmentsandFixedAssets
44.LoansObtained
45.RepaymentsofLoansMade
46.OnBehalfofAffiliatesforTransmittaltoThem
47.FromMembersforDisbursementonTheirBehalf
48.OtherReceipts
49.TOTALRECEIPTS
FILENUMBER:001938
SCH
3
9
2
14
AMOUNT
CASHDISBURSEMENTS
$27,362,713 50.RepresentationalActivities
$0 51.PoliticalActivitiesandLobbying
$61,329 52.Contributions,Gifts,andGrants
$10,008 53.GeneralOverhead
$97,395 54.UnionAdministration
$175,646 55.Benefits
$243,521 56.PerCapitaTax
$3,810,133 57.StrikeBenefits
$0 58.Fees,Fines,Assessments,etc.
$0 59.SuppliesforResale
$4,552 60.PurchaseofInvestmentsandFixedAssets
$0 61.LoansMade
$1,454,976 62.RepaymentofLoansObtained
$33,220,273 63.ToAffiliatesofFundsCollectedonTheirBehalf
64.OnBehalfofIndividualMembers
65.DirectTaxes
SCH
15
16
17
18
19
20
4
2
9
AMOUNT
$6,300,431
$1,858,591
$1,050,193
$3,869,214
$1,073,990
$8,190,783
$1,862,572
$0
$0
$24,300
$1,399,349
$0
$14,097
$3,296
$0
$560,202
66.Subtotal
67.WithholdingTaxesandPayrollDeductions
67a.TotalWithheld
67b.LessTotalDisbursed
67c.TotalWithheldButNotDisbursed
68.TOTALDISBURSEMENTS
$2,538,282
$2,524,220
$26,207,018
$14,062
$26,192,956
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DOL Form
SCHEDULE1ACCOUNTSRECEIVABLEAGINGSCHEDULE
EntityorIndividualName
(A)
APEXELECTRICALSERVICES,LLC
LARRYMCCRAE,INC
TECHELECTRIC
SALP(SPECTRUM)
Totalofallitemizedaccountsreceivable
Totalsfromallotheraccountsreceivable
Totals(TotalofColumn(B)willbeautomaticallyenteredinItem23,Column(B))
FILENUMBER:001938
TotalAccount
Receivable
(B)
$99,489
$26,332
$17,359
$11,783
$154,963
$28,592
$183,555
90180Days
PastDue
(C)
$0
$0
$0
$0
$0
$2,415
$2,415
180+Days
LiquidatedAccount
PastDue
Receivable
(D)
(E)
$99,489
$0
$26,332
$0
$17,359
$0
$11,783
$0
$154,963
$0
$26,177
$0
$181,140
$0
5/71
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DOL Form
SCHEDULE2LOANSRECEIVABLE
Listbelowloanstoofficers,employees,ormemberswhichatanytimeduringthereporting
periodexceeded$250andlistallloanstobusinessenterprisesregarlessofamount.
(A)
Name:Local?Union?No.?380
Purpose:To?fund?operations
Security:None
TermsofRepayment:None
Totalofloansnotlistedabove
Totalofalllinesabove
Totalswillbeautomaticallyenteredin...
FILENUMBER:001938
Loans
Outstandingat
StartofPeriod
(B)
LoansMade
DuringPeriod
(C)
RepaymentsReceivedDuringPeriod
Cash
(D)(1)
OtherThanCash
(D)(2)
Loans
Outstandingat
EndofPeriod
(E)
$50,000
$0
$0
$50,000
$0
$50,000
Item24
Column(A)
$0
$0
$50,000
Item69
withExplanation
$0
Item61
Item45
Item24
Column(B)
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SCHEDULE3SALEOFINVESTMENTSANDFIXEDASSETS
Description(iflandorbuildingsgivelocation)
(A)
2010BuickLacrosse
2009Taurus
2011Buick
MutualFunds
Moneymarketmutualfunds
Corporateobligations
BoydWattersonGSAFundLP
FILENUMBER:001938
Cost
(B)
BookValue
(C)
$35,749
$25,608
$28,816
$2,763,173
$7,820
$6,191,799
$358,677
$9,411,642
GrossSalesPrice
(D)
$8,342
$0
$20,821
$2,763,173
$7,820
$6,191,799
$358,677
$9,350,632
LessReinvestments
(ThetotalfromNetSalesLinewillbeautomaticallyenteredinItem43)NetSales
$6,000
$2,600
$17,000
$2,698,987
$7,820
$6,105,183
$358,677
$9,196,267
AmountReceived
(E)
$0
$2,600
$17,000
$2,698,987
$7,820
$6,105,183
$358,677
$9,190,267
$5,380,134
$3,810,133
7/71
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DOL Form
SCHEDULE4PURCHASEOFINVESTMENTSANDFIXEDASSETS
Description(iflandorbuildings,givelocation)
(A)
Furniture&Fixtures
Otherfixedassets(buildingimprovements)
Mutualfunds
Moneymarketmutualfunds
Corporateobligations
Automobile
FILENUMBER:001938
Cost
(B)
BookValue
(C)
$601,546
$547,140
$2,409,692
$89,349
$3,075,156
$56,600
$6,000
$6,785,483
LessReinvestments
(ThetotalfromNetPurchasesLinewillbeautomaticallyenteredinItem60.)NetPurchases
CashPaid
(D)
$601,546
$547,140
$2,409,692
$89,349
$3,075,156
$56,600
$6,000
$6,785,483
$601,546
$547,140
$2,409,692
$89,349
$3,075,156
$56,600
$0
$6,779,483
$5,380,134
$1,399,349
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DOL Form
SCHEDULE5INVESTMENTS
FILENUMBER:001938
Description
(A)
MarketableSecurities
A.TotalCost
B.TotalBookValue
C.Listeachmarketablesecuritywhichhasabookvalueover$5,000andexceeds5%ofLineB.
DeutscheStrategicGovtSecurities
PIMCOInvestmentGradeCorpBondFund
RSLowDurationBondFund
VoyaGNMAIncomeFund
Vanguard500IndexFund
OtherInvestments
D.TotalCost
E.TotalBookValue
F.Listeachotherinvestmentwhichhasabookvalueover$5,000andexceeds5%ofLineE.Also,listeachsubsidiaryforwhichseparatereportsareattached.
G.TotalofLinesBandE(TotalwillbeautomaticallyenteredinItem26,Column(B))
Amount
(B)
$4,564,608
$4,656,210
$607,705
$406,360
$439,859
$455,598
$426,194
$6,815,519
$7,497,821
$7,392,916
$12,154,031
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DOL Form
SCHEDULE6FIXEDASSETS
Description
(A)
FILENUMBER:001938
CostorOtherBasis
(B)
A.Land(givelocation)
Land1:171929SpringGardenStPhiladelphia,PA19130
Land2:170107SpringGardenSt.Philadelphia,PA19130
Land3:546550North17thStPhiladelphia,PA19130
Land4:390022RidgePikeCollegeville,PA19426
B.Buildings(givelocation)
Building1:171929SpringGardenStPhiladelphia,PA19130
Building2:170107SpringGardenSt.Philadelphia,PA19130
Building3:390022RidgePikeCollegeville,PA19426
C.AutomobilesandOtherVehicles
D.OfficeFurnitureandEquipment
$265,000
$151,915
$194,960
$817,674
$1,077,683
$860,851
$2,177,392
$400,746
$2,449,321
E.OtherFixedAssets
F.TotalsofLinesAthroughE(Column(D)TotalwillbeautomaticallyenteredinItem
27,Column(B))
TotalDepreciationor
AmountExpensed
(C)
BookValue
(D)
Value
(E)
$898,117
$328,200
$1,714,445
$250,382
$1,745,841
$265,000
$151,915
$194,960
$817,674
$179,566
$532,651
$462,947
$150,364
$703,480
$265,000
$151,915
$132,400
$817,674
$3,011,200
$1,098,085
$1,035,656
$150,364
$703,480
$8,393,801
$6,958,658
$1,435,143
$1,435,143
$16,789,343
$11,895,643
$4,893,700
$8,800,917
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DOL Form
SCHEDULE7OTHERASSETS
FILENUMBER:001938
Description
(A)
Inventory
DuefromOthers
DuefromLMCC
Total(TotalwillbeautomaticallyenteredinItem28,Column(B))
BookValue
(B)
$25,376
$16,219
$263,520
$305,115
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DOL Form
SCHEDULE8ACCOUNTSPAYABLEAGINGSCHEDULE
EntityorIndividualName
(A)
Totalforallitemizedaccountspayable
Totalfromallotheraccountspayable
Totals(TotalforColumn(B)willbeautomaticallyenteredinItem30,Column(D))
FILENUMBER:001938
TotalAccount
Payable
(B)
90180Days
PastDue
(C)
$0
$0
$0
180+DaysPast
Due
(D)
$0
$0
$0
LiquidatedAccount
Payable
(E)
$0
$0
$0
$0
$0
$0
12/71
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DOL Form
SCHEDULE9LOANSPAYABLE
SourceofLoansPayableatAny
TimeDuringtheReportingPeriod
(A)
LocalUnionNo.380CreditUnion
LocalUnionNo.380CreditUnion
TotalLoansPayable
Totalswillbeautomaticallyenteredin...
FILENUMBER:001938
LoansOwedat
StartofPeriod
(B)
LoansObtained
DuringPeriod
(C)
$6,568
$7,529
$14,097
Item31
Column(C)
$0
$0
$0
Item44
Repayment
DuringPeriod
Cash
(D)(1)
$6,568
$7,529
$14,097
Item62
Repayment
DuringPeriod
OtherThanCash
(D)(2)
LoansOwedat
EndofPeriod
(E)
$0
$0
$0
Item69
withExplanation
$0
$0
$0
Item31
Column(D)
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DOL Form
SCHEDULE10OTHERLIABILITIES
FILENUMBER:001938
Description
(A)
DuespayabletotheInternationalOrganization
Duespayabletootherorganizations
Payrolltaxesandemployee'spayrollwithholdings
Employerfundsheldinescrow
DuetoCOPE
DuetoULLICO
TotalOtherLiabilities(TotalwillbeautomaticallyenteredinItem33,Column(D))
AmountatEndofPeriod
(B)
$282,234
$2,131
$86,277
$114,913
$2,256
$1,384
$489,195
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DOL Form
SCHEDULE11ALLOFFICERSANDDISBURSEMENTSTOOFFICERS
(A)
Name
(B)
Title
(C)
Status
FILENUMBER:001938
(D)
GrossSalary
Disbursements
(beforeany
deductions)
A Bledsoe,Joseph
B ExaminingBoard
C C
I
Schedule15
RepresentationalActivities
$1,633
0%
Schedule16
PoliticalActivitiesand
Lobbying
Schedule15
$153,860
80%
Schedule16
Lobbying
Schedule15
$173,406
40%
Schedule16
Lobbying
10%
A Coppinger,Edward
B ExecutiveBoard
C C
I
Schedule15
Schedule16
Lobbying
A Dougherty,John
B BusinessManager
C C
I
Schedule15
$226,754
40%
Schedule16
Lobbying
10%
A Foy,James
B ExecutiveBoard
C C
I
Schedule15
Schedule16
Lobbying
A Gormley,Robert
B ExecutiveBoard
C C
I
Schedule15
$142,398
25%
Schedule16
Lobbying
60%
A Gummel,Nicholas
B ExecutiveBoard
C C
I
Schedule15
Schedule16
Lobbying
0%
A Henon,Kirk
B ExaminingBoard
C C
I
Schedule15
$0
0%
Schedule16
0%
$0
Schedule17
Schedule18
GeneralOverhead
Schedule18
GeneralOverhead
$0
Schedule18
GeneralOverhead
0%
$0
Schedule18
GeneralOverhead
0%
$0
Schedule18
GeneralOverhead
0%
Schedule18
GeneralOverhead
$160
0%
Schedule18
GeneralOverhead
$0
0%
Schedule18
Schedule19
Administration
$0
0%
Schedule19
Administration
$0
0%
$33
0%
Schedule19
Administration
$0
$33
0%
Schedule19
Administration
$11,470
$12,173
0%
Schedule19
Administration
$0
$17,947
0%
Schedule19
Administration
$1,040
$168,308
10%
Schedule19
Administration
$0
$13,046
0%
Schedule17
Contributions
0%
$15,231
10%
Schedule17
Contributions
$5,388
0%
$0
Schedule17
Contributions
5%
Schedule18
GeneralOverhead
(H)
TOTAL
$0
$26,319
0%
Schedule17
Contributions
$148,913
80%
$0
Schedule17
Contributions
5%
(G)
Other
Disbursementsnotreportedin
(D)through(F)
$33
0%
Schedule17
Contributions
$141,298
80%
$0
Schedule17
Contributions
5%
A Burrows,Brian
B President
C C
(F)
DisbursementsforOfficial
Business
Schedule17
Contributions
0%
A Browne,Timothy
B VicePresident
C C
I
(E)
Allowances
Disbursed
Schedule19
Administration
$0
0%
Schedule19
$1,666
100%
$180,179
15%
$189,677
40%
$154,344
15%
$406,532
40%
$166,860
15%
$154,571
15%
$5,581
100%
$33
100%
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DOL Form
Lobbying
Contributions
A Mascuilli,Michael
B RecordingSecretary
C C
I
Schedule15
$1,200
0%
Schedule16
Lobbying
0%
A Neilson,Todd
B Treasurer
C C
I
Schedule15
Schedule16
Lobbying
0%
A Thompson,Robert
B ExaminingBrd/Bus.Agt.
C C
I
Schedule15
90%
Schedule16
Lobbying
5%
Schedule15
0%
Schedule16
Lobbying
5%
A Wolfe,Stephen
B ExecutiveBoard
C C
I
Schedule15
TotalOfficerDisbursements
LessDeductions
NetDisbursements
Schedule16
Lobbying
5%
0%
$0
0%
$0
0%
0%
$0
Schedule18
GeneralOverhead
0%
0%
$160
Schedule18
GeneralOverhead
0%
Schedule19
Administration
$0
Schedule18
GeneralOverhead
55%
Schedule19
Administration
$0
Schedule18
GeneralOverhead
$281,238
Schedule19
Administration
$0
$12,363
Schedule17
Contributions
Schedule19
Administration
$0
$1,910
Schedule17
Contributions
Schedule18
GeneralOverhead
$13,702
Schedule17
Contributions
$1,424,842
$0
$107
Schedule17
Contributions
$143,497
80%
0%
$0
$144,597
Administration
$33
Schedule17
Contributions
$141,298
A Walsh,Francis
B FinancialSecretary
C C
I
$0
$600
0%
GeneralOverhead
0%
Schedule19
Administration
$12,510
$1,233
100%
$707
100%
$155,000
5%
$146,507
40%
$155,860
15%
$1,718,750
$717,796
$1,000,954
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DOL Form
SCHEDULE12DISBURSEMENTSTOEMPLOYEES
(A)
Name
(B)
Title
(C)
OtherPayer
FILENUMBER:001938
(D)
GrossSalary
Disbursements
(beforeany
deductions)
A AcamporaJr.,Louis
B BusinessRep
C N/A
I
Schedule15
$65,677
80%
Schedule16
Lobbying
0%
A Acosta,Francisco
B Office
C N/A
I
Schedule15
Schedule15
100%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
100%
Schedule15
90%
Schedule16
Lobbying
5%
Schedule15
100%
Schedule16
Lobbying
0%
Schedule15
40%
Schedule16
Lobbying
0%
Schedule15
20%
Schedule16
Lobbying
75%
Schedule15
Schedule17
Contributions
$111,861
0%
Schedule16
Lobbying
0%
A Carberry,William
B Office
C N/A
I
Schedule17
Contributions
$144,047
A Burrows,Bryan
B Office
C N/A
I
Schedule17
Contributions
$130,420
A Boland,Robert
B BusinessRep
C N/A
I
Schedule17
Contributions
$12,538
A Bianculli,Pasquale
B Office
C N/A
I
Schedule17
Contributions
$142,947
A Bennett,Mark
B Office
C N/A
I
Schedule17
Contributions
$12,538
A Bark,Robert
B BusinessAgent
C N/A
I
Schedule17
Contributions
$0
A Anderson,Gerald
B Office
C N/A
I
(E)
AllowancesDisbursed
Schedule17
Contributions
$15,600
0%
Schedule16
0%
Schedule17
(F)
DisbursementsforOfficial
Business
$0
0%
$0
0%
$17,281
Schedule18
GeneralOverhead
Schedule18
GeneralOverhead
$0
0%
Schedule18
GeneralOverhead
$0
0%
$0
0%
Schedule18
GeneralOverhead
Schedule18
GeneralOverhead
0%
Schedule19
Administration
$0
0%
Schedule19
Administration
$0
20%
Schedule19
Administration
$0
0%
Schedule19
Administration
$0
100%
$0
Schedule18
Schedule19
Administration
$0
$492
$0
0%
0%
$16,425
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$10,259
$0
0%
0%
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$25,339
$200
0%
10%
$399
Schedule18
GeneralOverhead
(H)
TOTAL
$0
$14,458
$480
0%
(G)
OtherDisbursementsnot
reportedin
(D)through(F)
Schedule19
Administration
$0
100%
Schedule19
$82,958
10%
$14,458
0%
$13,417
0%
$168,286
5%
$12,738
0%
$140,679
40%
$160,472
5%
$112,353
0%
$15,600
0%
17/71
8/8/2016
DOL Form
Lobbying
Contributions
A Cholminski,Robert
B Office
C N/A
I
Schedule15
$19,026
100%
Schedule16
Lobbying
0%
A Chupka,Tara
B Office
C N/A
I
Schedule15
$120,522
40%
Schedule16
Lobbying
10%
A Clapcich,David
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
50%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
95%
Schedule15
80%
Schedule16
Lobbying
0%
Schedule15
90%
Schedule16
Lobbying
5%
Schedule17
Contributions
$25,368
100%
Schedule16
Lobbying
A Dougherty,Sean
B Office
C N/A
Schedule15
Schedule17
Contributions
$146,245
A Donohoe,John
B Office
C N/A
I
Schedule17
Contributions
$109,765
A Devine,Nehemiah
B BusinessRep
C N/A
I
Schedule17
Contributions
$146,795
A CresswellJr.,Robert
B BusinessRep
C N/A
I
Schedule17
Contributions
$46,183
A Crawford,Marita
B BusinessRep
C N/A
I
Schedule17
Contributions
$22,576
A Collins,Eileen
B Office
C N/A
I
Schedule17
Contributions
$141,298
A Clark,Francis
B BusinessRep
C N/A
I
Schedule17
Contributions
0%
Schedule17
Contributions
$12,800
Schedule16
Schedule17
GeneralOverhead
$0
0%
$0
10%
$0
0%
$0
Schedule18
GeneralOverhead
Schedule18
GeneralOverhead
$0
0%
$0
0%
$0
0%
Schedule18
GeneralOverhead
Schedule18
GeneralOverhead
0%
100%
25%
100%
0%
$0
$806
Schedule18
Schedule19
Administration
$0
10%
Schedule19
Administration
$0
0%
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$628
$11,895
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$12,972
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$19,136
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$23
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$5,060
$1,333
0%
0%
$10,960
$0
0%
$0
$17,960
$0
0%
Administration
Schedule19
Administration
$0
0%
Schedule19
Administration
$0
$19,026
0%
$138,482
40%
$152,258
0%
$27,636
25%
$46,206
0%
$166,559
5%
$122,737
10%
$158,140
5%
$26,701
0%
$13,606
Schedule19
18/71
8/8/2016
I
DOL Form
100%
Lobbying
0%
A Dwornik,Eric
B Office
C N/A
I
Schedule15
$18,603
0%
Schedule16
Lobbying
100%
A Eddis,Brian
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
100%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
100%
Schedule15
0%
Schedule16
Lobbying
100%
Schedule15
Schedule17
Contributions
$47,775
0%
Schedule16
Lobbying
0%
A Hamilton,Robert
B Maintenance
C N/A
I
Schedule17
Contributions
$12,538
A Green,Carl
B Office
C N/A
I
Schedule17
Contributions
$25,376
A Gormley,Shawn
B Office
C N/A
I
Schedule17
Contributions
$71,718
A Gleave,Sean
B Office
C N/A
I
Schedule17
Contributions
$10,800
A Gandy,Mark
B Maintenance
C N/A
I
Schedule17
Contributions
$80,733
A Fiocca,Maureen
B Office
C N/A
I
Schedule17
Contributions
$88,200
A Fiocca,Brian
B Office
C N/A
I
Contributions
Schedule17
Contributions
$60,264
0%
Schedule16
Lobbying
A Henon,Robert
B Office
C N/A
0%
Schedule17
Contributions
$70,649
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$710
0%
$0
0%
$0
0%
$0
0%
$0
GeneralOverhead
0%
$0
Schedule18
GeneralOverhead
$0
0%
$16,022
Schedule18
GeneralOverhead
0%
100%
100%
100%
0%
0%
$1,062
Schedule19
Administration
$0
100%
$227
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$22
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$937
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$659
Schedule18
GeneralOverhead
Administration
Schedule19
Administration
$0
100%
Schedule19
Administration
$0
0%
$18,603
0%
$104,222
0%
$81,392
0%
$10,800
0%
$71,718
0%
$27,023
0%
$12,538
0%
$47,797
0%
$60,491
0%
$71,711
Schedule16
19/71
8/8/2016
I
Schedule15
DOL Form
0%
Lobbying
0%
A Irvin,Karen
B Office
C N/A
I
Schedule15
$45,856
0%
Schedule16
Lobbying
0%
A Judge,Donald
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
100%
Schedule16
Lobbying
0%
Schedule15
80%
Schedule16
Lobbying
0%
0%
Schedule16
Lobbying
10%
A Martin,Terri
B Office
C N/A
I
Schedule15
0%
Schedule16
Lobbying
0%
A McCarry,Dawn
B Office
C N/A
I
Schedule15
Schedule15
A Monaco,Victor
B Office
C N/A
Schedule17
Contributions
0%
Schedule16
Lobbying
0%
Schedule16
Lobbying
100%
$0
0%
$0
0%
$0
0%
$1,987
0%
$0
0%
$0
Schedule17
Contributions
10%
$29,031
$0
Schedule17
Contributions
Schedule17
Contributions
$19,026
0%
0%
$52,462
$73,207
A McCormick,Sean
B Office
C N/A
I
Schedule17
Contributions
$109,765
A Lazer,Lindsey
B Office
C N/A
I
Schedule17
Contributions
$108,610
A LawlessJr.,Bernard
B BusinessRep
C N/A
I
Schedule17
Contributions
$95,433
A Kilroy,Robert
B Committee
C N/A
I
Schedule17
Contributions
$81,995
A Ketterlinus,Lisa
B Office
C N/A
I
Schedule17
Contributions
Schedule17
Contributions
$108,610
0%
$0
0%
$30
0%
$0
Schedule18
GeneralOverhead
50%
$0
Schedule18
GeneralOverhead
$0
100%
$187
Schedule18
GeneralOverhead
100%
100%
0%
10%
40%
100%
$8,595
Schedule19
Administration
$0
100%
$134
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$432
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$10,734
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$502
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$30
Schedule18
GeneralOverhead
Schedule19
Administration
Schedule19
Administration
$0
0%
Schedule19
Administration
$0
50%
$45,856
0%
$82,182
0%
$95,463
0%
$111,099
0%
$120,499
10%
$52,462
40%
$29,031
0%
$73,639
0%
$19,190
0%
$117,205
20/71
8/8/2016
I
Schedule15
DOL Form
100%
Schedule16
Lobbying
0%
A Morrin,Danielle
B Office
C N/A
I
Schedule15
$14,355
0%
Schedule16
Lobbying
100%
A Moylan,Marissa
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
90%
Schedule16
Lobbying
5%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
100%
Schedule16
Lobbying
0%
Schedule15
A Penrose,Kelli
B Office
C N/A
Schedule17
Contributions
$57,399
0%
Schedule16
Lobbying
0%
A Peltz,Keeley
B Office
C N/A
I
Schedule17
Contributions
$106,807
A Pellicciotti,Daniel
B Maintenance
C N/A
I
Schedule17
Contributions
$14,798
A Owens,Christopher
B Office
C N/A
I
Schedule17
Contributions
$29,411
A Neilson,Edward
B Office
C N/A
I
Schedule17
Contributions
$77,917
A Neill,Genieve
B Office
C N/A
I
Schedule17
Contributions
$116,281
A Myers,James
B Office
C N/A
I
Schedule17
Contributions
$37,150
A Murphy,Charles
B Office
C N/A
I
Schedule17
Contributions
Schedule17
Contributions
$62,237
0%
Schedule16
Lobbying
0%
Schedule17
Contributions
$57,116
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
Schedule18
GeneralOverhead
0%
$0
Schedule18
GeneralOverhead
$0
0%
$0
Schedule18
GeneralOverhead
100%
0%
100%
90%
50%
0%
$37
Schedule19
Administration
$187
100%
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$109
$4,195
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$15,563
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$98
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$11,521
Schedule18
GeneralOverhead
Schedule19
Administration
Schedule19
Administration
$0
100%
Schedule19
Administration
$0
0%
$14,355
0%
$37,150
0%
$127,802
5%
$77,917
0%
$29,411
10%
$14,896
50%
$122,479
0%
$61,781
0%
$62,237
0%
$57,153
21/71
8/8/2016
I
Schedule15
DOL Form
0%
Schedule16
Lobbying
0%
A PerzelJr.,John
B Office
C N/A
I
Schedule15
$23,200
0%
Schedule16
Lobbying
100%
A Polito,Matthew
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
100%
Schedule16
Lobbying
0%
Schedule15
10%
Schedule16
Lobbying
0%
Schedule15
0%
Schedule16
Lobbying
90%
Schedule15
0%
Schedule16
Lobbying
0%
Schedule15
A Snyder,James
B BusinessAgent
C N/A
Schedule17
Contributions
$7,390
50%
Schedule16
Lobbying
0%
A Siter,Gary
B BusinessRep
C N/A
I
Schedule17
Contributions
$35,455
A Schaaf,David
B BusinessRep
C N/A
I
Schedule17
Contributions
$89,800
A Santosusso,Julia
B Office
C N/A
I
Schedule17
Contributions
$54,062
A Rupe,Christopher
B Office
C N/A
I
Schedule17
Contributions
$108,610
A Rodriguez,Thomas
B Office
C N/A
I
Schedule17
Contributions
$40,018
A Reppert,James
B Office
C N/A
I
Schedule17
Contributions
$11,677
A Redrow,Megan
B Office
C N/A
I
Schedule17
Contributions
Schedule17
Contributions
$10,262
50%
Schedule16
Lobbying
0%
Schedule17
Contributions
$150,562
0%
$0
0%
$0
0%
$0
0%
$693
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
0%
$0
Schedule18
GeneralOverhead
100%
$0
Schedule18
GeneralOverhead
$0
0%
$0
Schedule18
GeneralOverhead
100%
100%
0%
90%
0%
100%
$10,157
Schedule19
Administration
$0
25%
$2,770
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$6,487
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$0
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$5,744
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$2,805
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$13,597
Schedule18
GeneralOverhead
Schedule19
Administration
$0
$38
Schedule18
GeneralOverhead
Schedule19
Administration
Schedule19
Administration
$0
25%
Schedule19
Administration
$0
0%
$23,200
0%
$11,677
0%
$40,056
0%
$122,900
0%
$56,867
0%
$95,544
10%
$35,455
0%
$13,877
25%
$13,032
25%
$160,719
22/71
8/8/2016
I
Schedule15
DOL Form
90%
Schedule16
Lobbying
5%
A Spann,Carmen
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
0%
70%
Schedule16
Lobbying
25%
Schedule15
Schedule16
Lobbying
5%
A Wolfe,Kathleen
B Office
C N/A
I
Schedule15
Schedule15
0%
Schedule16
Lobbying
Schedule17
Contributions
0%
0%
0%
Schedule16
Lobbying
0%
0%
0%
0%
$82,626
7%
Schedule18
GeneralOverhead
$2,205
Schedule17
Contributions
$7,638
$0
100%
Schedule19
Administration
$587
0%
Schedule19
Administration
$23,108
Schedule18
GeneralOverhead
$0
0%
Schedule19
Administration
$0
Schedule18
GeneralOverhead
$0
Schedule17
Contributions
Schedule19
Administration
$10,450
$0
Schedule17
Contributions
$4,289,746
Schedule18
GeneralOverhead
$0
Schedule17
Contributions
0%
$0
$0
$82,016
TOTALSRECEIVEDBYEMPLOYEESMAKING$10,000ORLESS
Schedule15
Schedule16
I
86%
PoliticalActivitiesandLobbying
TotalEmployeeDisbursements
LessDeductions
NetDisbursements
0%
$51,164
A Young,Bryan
B Office
C N/A
I
Schedule17
Contributions
$142,673
90%
Schedule18
GeneralOverhead
$0
$144,047
A Walker,George
B BusinessAgent
C N/A
I
0%
$45,856
A Stevenson,Brian
B BusinessRep
C N/A
I
Schedule17
Contributions
$0
100%
Schedule19
Administration
$20,500
Schedule18
GeneralOverhead
0%
$354,966
Schedule18
GeneralOverhead
$685,044
$173
100%
Schedule19
Administration
6%
$0
Schedule19
Administration
$1,684
5%
$45,856
0%
$155,084
5%
$165,781
5%
$51,164
0%
$102,689
0%
$439,797
1%
$4,984,112
$1,820,486
$3,163,626
23/71
8/8/2016
DOL Form
SCHEDULE13MEMBERSHIPSTATUS
FILENUMBER:001938
CategoryofMembership
(A)
ElectricalMembers
ElectricalApprentices
SoundandCommunicationMembers
SoundandCommunicationApprentices
BroadcastMembers
Others
Retiredmembers
Members(Totalofalllinesabove)
AgencyFeePayers*
TotalMembers/FeePayers
*AgencyFeePayersarenotconsideredmembersofthelabororganization.
Number
(B)
2,778
429
518
39
548
141
199
4,652
VotingEligibility
(C)
Yes
No
Yes
No
Yes
Yes
No
4,652
24/71
8/8/2016
DOL Form
DETAILEDSUMMARYPAGESCHEDULES14THROUGH19
SCHEDULE14OTHERRECEIPTS
1.NamedPayerItemizedReceipts
2.NamedPayerNonitemizedReceipts
3.AllOtherReceipts
4.TotalReceipts
FILENUMBER:001938
$1,246,366
$34,728
$173,882
$1,454,976
SCHEDULE15REPRESENTATIONALACTIVITIES
1.NamedPayeeItemizedDisbursements
2.NamedPayeeNonitemizedDisbursements
3.ToOfficers
4.ToEmployees
5.AllOtherDisbursements
6.TotalDisbursements
SCHEDULE16POLITICALACTIVITIESANDLOBBYING
3.ToOfficers
4.ToEmployees
6.TotalDisbursement
$2,307,267
$530,932
$942,421
$2,187,325
$332,486
$6,300,431
$766,096
$79,646
$200,301
$724,810
$87,738
$1,858,591
SCHEDULE17CONTRIBUTIONS,GIFTS&GRANTS
3.ToOfficers
4.ToEmployees
SCHEDULE18GENERALOVERHEAD
3.ToOfficers
4.ToEmployees
SCHEDULE19UNIONADMINISTRATION
3.ToOfficers
4.ToEmployees
$602,841
$123,538
$59,621
$19,094
$245,099
$1,050,193
$854,944
$742,412
$80,579
$1,750,640
$440,639
$3,869,214
$228,333
$64,146
$435,830
$302,245
$43,436
$1,073,990
25/71
8/8/2016
DOL Form
SCHEDULE14OTHERRECEIPTS
NameandAddress
(A)
ApprenticeTrainingfortheElectricalIndustry
1719SpringGardenStreet
Philadelphia
PA
19130
TypeorClassification
(B)
ApprenticeTrainingFund
FILENUMBER:001938
Purpose
(C)
Reimbursementforaccounting&maintenance10/14
TotalItemizedTransactionswiththisPayee/Payer
TotalNonItemizedTransactionswiththisPayee/Payer
TotalofAllTransactionswiththisPayee/PayerforThisSchedule
Date
(D)
01/22/2015
01/22/2015
02/19/2015
03/26/2015
04/16/2015
04/16/2015
06/18/2015
09/03/2015
09/03/2015
10/08/2015
11/19/2015
12/03/2015
Amount
(E)
Date
(D)
04/10/2015
Amount
(E)
Date
(D)
05/19/2015
Amount
(E)
Date
(D)
01/30/2015
Amount
(E)
Date
(D)
01/01/2015
Amount
(E)
$10,412
$9,416
$9,913
$10,521
$9,321
$8,727
$11,163
$10,637
$9,026
$19,901
$9,243
$10,033
$128,313
$0
$128,313
NameandAddress
(A)
EagleElectricGroup
2941CoventryvilleRd
Pottstown
PA
19465
(B)
Contractor
NameandAddress
(A)
FrankM.Vaccaro&Associates
Philadelphia
PA
19130
(B)
ThirdPartyAdministrator
NameandAddress
(A)
GwinElectric
3152TaftRoad
Norristown
PA
19403
(B)
Purpose
(C)
ContractorBond
Purpose
(C)
Reimbursementfor1stquarterbilling
Purpose
(C)
ContractorBond
$20,000
$20,000
$0
$20,000
$10,309
$10,309
$0
$10,309
$20,000
$20,000
$0
$20,000
Contractor
NameandAddress
(A)
IBEWLocal380
3900RidgePike
Collegeville
Purpose
(C)
CashproceedsfrommergerintoLocal98
$807,745
26/71
8/8/2016
DOL Form
PA
19426
(B)
$807,745
$0
$807,745
LocalUnion
NameandAddress
(A)
IBEWLocal98Cope
Philadelphia
PA
19130
(B)
PoliticalEducationFund
Purpose
(C)
Reimbursementfor4thqtrGOTVexpenses
Reimbursementfor1stquarter2015expenses
ReimbursementforCOPEexpensesApril2015
ReimbursementforCOPEexpensesMay2015
Reimbursementforpersonnelexpenses
Reimbursedexpenses
Reimbursementforpoliticalfundraiser
Reimb.forpoliticalfundraiserandpersonnel
Reimbursementforpersonnelexpenses
Date
(D)
03/12/2015
03/31/2015
05/04/2015
06/08/2015
09/14/2015
09/15/2015
10/19/2015
10/22/2015
12/03/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
$9,473
$56,011
$18,269
$20,866
$34,188
$21,809
$9,930
$40,631
$9,292
$220,469
$11,154
$231,623
NameandAddress
(A)
JohnJ.Dougherty
Philadelphia
PA
19130
(B)
Officer
NameandAddress
(A)
LuxurySuiteAlternative,Llc
1213PlantationDrive
Thorofare
NJ
08086
(B)
SportingEventSuiteBroker
NameandAddress
(A)
SenecaInsuranceCompany
160WaterStreet16thFloor
Thorofare
NY
10038
(B)
InsuranceCompany
NameandAddress
(A)
TheWilliamsGroupElectricalContractors
800RiverRd
NewYork
Purpose
(C)
Reimbursementforunusedsuite
Reimbursementforunusedsuite
Purpose
(C)
Purpose
(C)
ContractorBond
$0
$5,912
$5,912
Date
(D)
03/23/2015
10/14/2015
Amount
(E)
Date
(D)
Amount
(E)
$11,000
$13,280
$24,280
$0
$24,280
$16,242
$16,242
Date
(D)
01/30/2015
Amount
(E)
$9,000
27/71
8/8/2016
DOL Form
PA
19428
(B)
$9,000
$0
$9,000
Contractor
NameandAddress
(A)
WellsFargoCenter
3601SouthBroadStreet
Philadelphia
PA
19148
(B)
Arena
Purpose
(C)
Reimbursementforunusedtickets
Date
(D)
06/16/2015
Amount
(E)
$6,250
$6,250
$1,420
$7,670
28/71
8/8/2016
DOL Form
SCHEDULE15REPRESENTATIONALACTIVITIES
NameandAddress
(A)
9.14Pictures
115CuthbertStreetSteB
Philadelphia
PA
19106
(B)
ProductionCompany
NameandAddress
(A)
AJMElectric,Inc.
2333ConcordRoad
ChesterTownship
PA
19013
(B)
Contractor
NameandAddress
(A)
Aramark
2900South20thStreet
Philadelphia
PA
19145
(B)
FoodService
NameandAddress
(A)
BellesElectricalContractors
120BurgessRoad
Collegeville
PA
19426
(B)
Contractor
NameandAddress
(A)
CeislerMedia&IssueAdvocacy
1525LocustStreet6thFl
Philadelphia
PA
19102
(B)
MediaConsultant
FILENUMBER:001938
Purpose
(C)
Monthlyretainer
Monthlyretainer
Monthlyretainer
Monthlyretainer
Monthlyretainer
Monthlyretainer
Monthlyretainer
Purpose
(C)
MarketRecoverysupplement
Purpose
(C)
CateringatWellsFargoCenter
Purpose
(C)
Purpose
(C)
PittsburghPiratesuites
Date
(D)
05/08/2015
06/01/2015
07/07/2015
08/26/2015
10/08/2015
11/13/2015
12/22/2015
Amount
(E)
Date
(D)
04/09/2015
08/03/2015
Amount
(E)
Date
(D)
01/06/2015
Amount
(E)
Date
(D)
03/17/2015
03/17/2015
Amount
(E)
Date
(D)
06/29/2015
Amount
(E)
$10,000
$5,000
$5,000
$10,000
$5,000
$5,000
$5,000
$45,000
$0
$45,000
$5,064
$5,000
$10,064
$1,008
$11,072
$6,119
$6,119
$142,953
$149,072
$5,064
$6,375
$11,439
$8,984
$20,423
$15,820
$15,820
$6,309
$22,129
29/71
8/8/2016
DOL Form
NameandAddress
(A)
Cleary,Josem&TrigianiLLP
325ChestnutStreet
Philadelphia
PA
19106
(B)
LawFirm
NameandAddress
(A)
CornerBakeryCafe
1701MarketStreet
Philadelphia
PA
19103
(B)
Restaurant
NameandAddress
(A)
DavidJ.Killian
2514
Philadelphia
PA
19147
(B)
Advertisingconsultant
NameandAddress
(A)
DavidWitzInc
Purpose
(C)
Legalservices
Legalservices
Purpose
(C)
Purpose
(C)
Radioadvertising
Purpose
(C)
1305SouthPhillipStreet
Philadelphia
PA
19147
(B)
MediaConsultant
NameandAddress
(A)
DevonElectric,Inc.
Holiday2015commercial
21CoffmanStreetSuiteD
Malvern
PA
19355
(B)
Contractor
NameandAddress
(A)
DHCConsultants
Purpose
(C)
Purpose
(C)
Legalconsultingretainer
Date
(D)
07/07/2015
09/22/2015
Amount
(E)
Date
(D)
Amount
(E)
$14,269
$5,848
$20,117
$49,839
$69,956
$6,172
$6,172
Date
(D)
01/08/2015
Amount
(E)
Date
(D)
12/22/2015
Amount
(E)
Date
(D)
03/17/2015
Amount
(E)
Date
(D)
01/20/2015
02/17/2015
Amount
(E)
$23,985
$23,985
$0
$23,985
$7,550
$7,550
$0
$7,550
$5,160
$5,160
$0
$5,160
$5,000
$5,000
30/71
8/8/2016
DOL Form
2031SouthHollywoodStreet
Philadelphia
PA
19145
(B)
Legalconsultant
NameandAddress
(A)
DicksSportingGoods
345CourtStreet
Coraopolis
PA
15108
(B)
Sportinggoodsretailer
NameandAddress
(A)
DonaldPusey,Inc.
301StateRoad
Media
PA
19063
(B)
03/16/2015
04/22/2015
05/08/2015
06/04/2015
07/07/2015
08/26/2015
09/29/2015
10/26/2015
12/08/2015
Purpose
(C)
Date
(D)
Purpose
(C)
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$13,993
$5,000
$10,000
$68,993
$0
$68,993
Amount
(E)
$0
$11,711
$11,711
Date
(D)
03/17/2015
Amount
(E)
Date
(D)
03/10/2015
Amount
(E)
Date
(D)
04/28/2015
Amount
(E)
$5,670
$5,670
$0
$5,670
Contractor
NameandAddress
(A)
DoughertyElectric,Inc.
Purpose
(C)
45WestPorterStreet
Philadelphia
PA
19148
(B)
Contractor
NameandAddress
(A)
EMMSElectric,Inc
2230FarmingtonAvenue
Boyertown
PA
19512
(B)
Contractor
NameandAddress
(A)
Famous4thStreetDelicatessen
Purpose
(C)
$100,000
$100,000
$0
$100,000
$80,000
$80,000
$0
$80,000
31/71
8/8/2016
DOL Form
700South4thStreet
Philadelphia
PA
19147
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Purpose
(C)
Legislativeconsultingretainer
Date
(D)
01/12/2015
01/30/2015
02/27/2015
04/24/2015
05/08/2015
06/01/2015
07/07/2015
07/29/2015
08/26/2015
09/29/2015
11/10/2015
12/08/2015
Amount
(E)
Date
(D)
03/17/2015
03/17/2015
Amount
(E)
Date
(D)
Amount
(E)
$0
$6,467
$6,467
NameandAddress
(A)
FormanMills
1070ThomasBuschMemorial
PennsaukenTownship
NJ
08110
(B)
Clothingretailer
NameandAddress
(A)
Gray&Oscar,LLC
222SouthEastonRoad
Glenside
PA
19038
(B)
Legislativeconsultant
NameandAddress
(A)
HBFrazerCompany
514ShoemakerRd
KingofPrussia
PA
19406
(B)
Contractor
NameandAddress
(A)
iQMediaCorporation
10CampusBoulevard
NewtonSquare
PA
19073
(B)
MediaConsultant
Purpose
(C)
Purpose
(C)
Amount
(E)
$0
$13,029
$13,029
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$120,000
$0
$120,000
$18,548
$20,706
$39,254
$0
$39,254
$0
$24,000
$24,000
32/71
8/8/2016
DOL Form
NameandAddress
(A)
IBEWLocal98BenefitFunds
Philadelphia
PA
19130
(B)
EmployeeBenefitFunds
NameandAddress
(A)
JenningsSigmond
1835MarketStreetSte2800
Philadelphia
PA
19103
(B)
LawFirm
Purpose
(C)
Purpose
(C)
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Legalservices
Date
(D)
04/09/2015
Amount
(E)
Date
(D)
01/06/2015
02/27/2015
06/01/2015
06/25/2015
07/29/2015
08/25/2015
08/26/2015
09/17/2015
09/23/2015
10/19/2015
10/19/2015
10/20/2015
12/03/2015
12/08/2015
Amount
(E)
Date
(D)
Amount
(E)
$8,040
$8,040
$2,761
$10,801
$6,280
$7,262
$5,251
$13,030
$32,467
$5,297
$42,419
$37,122
$8,589
$26,559
$9,777
$5,929
$45,028
$10,034
$255,044
$13,924
$268,968
NameandAddress
(A)
JustLaws
621W.MtAiryAvenue
Philadelphia
PA
19119
(B)
LawFirm
NameandAddress
(A)
KBConsultants,Inc.
1830RittenhouseSquare#1c
Philadelphia
PA
19103
(B)
MarketingConsultant
NameandAddress
(A)
KeelCommunications&GovernmentRelations
102DickensCt
NorthWales
Purpose
(C)
Purpose
(C)
Marketingconsultantretainer
Purpose
(C)
Publicrelationsretainer
Publicrelationsservices
$0
$12,484
$12,484
Date
(D)
10/26/2015
Amount
(E)
Date
(D)
01/09/2015
02/04/2015
02/04/2015
03/12/2015
Amount
(E)
$9,000
$9,000
$6,000
$15,000
$5,000
$5,000
$9,000
$5,000
33/71
8/8/2016
DOL Form
PA
19454
(B)
PublicRelationsFirm
NameandAddress
(A)
KennedyPrintingCompany,Inc
5534BaltimoreAvenue
Philadelphia
PA
19143
(B)
PrintingCompany
NameandAddress
(A)
LawOfficesofBrianGrady
1500JFKBoulevard
Philadelphia
PA
19102
(B)
LawFirm
NameandAddress
(A)
Marino&Conroy
301WhartonStreet
Philadelphia
PA
19147
(B)
LawFirm
NameandAddress
(A)
MBRConstructionServices,Inc
307JuneAvenue
Blandon
PA
19510
(B)
04/08/2015
05/06/2015
06/02/2015
06/11/2015
07/07/2015
08/06/2015
08/12/2015
09/03/2015
10/05/2015
10/28/2015
12/03/2015
Purpose
(C)
Date
(D)
Purpose
(C)
Legalretainer
Legalretainer
Legalretainer
Legalretainer
Legalretainer
Purpose
(C)
Legalretainer
Legalretainer
Legalretainer
Purpose
(C)
$5,000
$5,000
$9,000
$5,000
$5,000
$5,000
$9,000
$5,000
$5,000
$5,000
$5,000
$87,000
$0
$87,000
Amount
(E)
$0
$7,425
$7,425
Date
(D)
02/20/2015
03/16/2015
04/24/2015
05/08/2015
08/26/2015
Amount
(E)
Date
(D)
05/08/2015
07/29/2015
10/08/2015
Amount
(E)
Date
(D)
03/17/2015
03/17/2015
Amount
(E)
$30,000
$15,000
$15,000
$15,000
$15,000
$90,000
$0
$90,000
$10,000
$30,000
$20,000
$60,000
$0
$60,000
$21,025
$26,642
$47,667
$0
$47,667
Contractor
34/71
8/8/2016
DOL Form
NameandAddress
(A)
MJFElectricalContracting,Inc
Purpose
(C)
4800BostonAvenue
Trevose
PA
19053
(B)
Contractor
NameandAddress
(A)
MJKElectricalCorporation
28664
5957AddisonStreet
Philadelphia
PA
19151
(B)
Contractor
NameandAddress
(A)
NeilBrango
1070WayfieldDrive
Norriton
PA
19403
(B)
Consultant
NameandAddress
(A)
PatrickGillespie
Consultingretainer
Consultingretainer
59ColfaxRoad
Havertown
PA
19083
Consultingservices
(B)
Purpose
(C)
Purpose
(C)
Purpose
(C)
Date
(D)
03/17/2015
Amount
(E)
Date
(D)
01/12/2015
02/27/2015
02/27/2015
07/29/2015
11/13/2015
Amount
(E)
Date
(D)
11/06/2015
12/23/2015
Amount
(E)
Date
(D)
05/11/2015
Amount
(E)
Date
(D)
01/06/2015
02/28/2015
09/16/2015
Amount
(E)
Date
(D)
Amount
(E)
$31,386
$31,386
$2,718
$34,104
$163,106
$14,411
$24,800
$17,292
$51,227
$270,836
$0
$270,836
$7,500
$7,500
$15,000
$700
$15,700
$10,000
$10,000
$1,600
$11,600
Consultant
NameandAddress
(A)
PhiladelphiaEagles
1NovaCareWay
Philadelphia
PA
19148
(B)
ProfessionalFootballTeam
NameandAddress
(A)
PhiladelphiaFlyers
Purpose
(C)
Eaglestickets
Eaglestickets
Eaglestickets
Purpose
(C)
$7,200
$16,600
$42,000
$65,800
$46,386
$112,186
35/71
8/8/2016
DOL Form
Philadelphia
PA
19148
(B)
ProfessionalHockeyTeam
NameandAddress
(A)
PhiladelphiaPhillies
1CitizensBankWay
Philadelphia
PA
19148
(B)
ProfessionalBaseballTeam
NameandAddress
(A)
PhiladelphiaRowHome
54789
Philadelphia
PA
19148
(B)
Flyerstickets
Purpose
(C)
Philliesseasontickets
Philliestickets
Philliestickets
Purpose
(C)
Advertisingforeconomicdevelopment
11/18/2015
$9,620
$9,620
$520
$10,140
Date
(D)
02/26/2015
04/02/2015
11/10/2015
Amount
(E)
Date
(D)
10/20/2015
Amount
(E)
Date
(D)
08/03/2015
09/15/2015
09/17/2015
Amount
(E)
Date
(D)
06/19/2015
Amount
(E)
Date
(D)
Amount
(E)
$11,459
$5,600
$9,030
$26,089
$29,166
$55,255
$8,152
$8,152
$5,152
$13,304
Magazine
NameandAddress
(A)
PinnacleElectricalConstruction,LLC
3792SummitLane
Chalfont
PA
18914
(B)
Contractor
NameandAddress
(A)
PSSIStadium,LLC
900ArtRooneyAvenue
Pittsburgh
PA
15212
(B)
StadiumOperator
NameandAddress
(A)
RichardLazer
119RitnerStreet
Philadelphia
PA
19148
Purpose
(C)
Purpose
(C)
Foodfor6/20/15event
Purpose
(C)
$6,810
$18,612
$5,760
$31,182
$11,760
$42,942
$6,280
$6,280
$0
$6,280
$0
$24,000
$24,000
36/71
8/8/2016
DOL Form
(B)
LaborConsultant
NameandAddress
(A)
RueElectric,Inc
317DickinsonStreet
Philadelphia
PA
19147
(B)
Contractor
Purpose
(C)
Date
(D)
10/22/2015
10/22/2015
Amount
(E)
Date
(D)
Amount
(E)
$20,000
$70,000
$90,000
$0
$90,000
NameandAddress
(A)
Saloon
750South7thStreet
Philadelphia
PA
19147
(B)
Restaurant
NameandAddress
(A)
ShellyElectricCo.,Inc
1126CallowhillStreet
Philadelphia
PA
19123
(B)
Contractor
NameandAddress
(A)
SilasBolefCo
1401WestLafayetteStreet
Norristown
PA
19401
(B)
Contractor
NameandAddress
(A)
SouthBowl
19WOregonAve
Philadelphia
PA
19148
(B)
BowlingAlley
Purpose
(C)
Purpose
(C)
Purpose
(C)
Purpose
(C)
$0
$5,860
$5,860
Date
(D)
09/09/2015
Amount
(E)
Date
(D)
04/02/2015
Amount
(E)
Date
(D)
Amount
(E)
$50,000
$50,000
$0
$50,000
$32,870
$32,870
$0
$32,870
$0
$11,698
$11,698
37/71
8/8/2016
DOL Form
NameandAddress
(A)
Sprague&Sprague
135South19thStreet
Philadelphia
PA
19103
(B)
LawFirm
NameandAddress
(A)
StrategicContracting,Inc
2000MarketStreet
Philadelphia
PA
19103
(B)
MarketingConsultant
NameandAddress
(A)
SunlightElectric
499YorkRoad
Warminster
PA
18974
(B)
Purpose
(C)
Legalservices
Legalservices
Legalservices
Legalservices
Purpose
(C)
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Marketingretainer
Purpose
(C)
Date
(D)
01/27/2015
06/19/2015
07/08/2015
08/27/2015
Amount
(E)
Date
(D)
03/23/2015
04/02/2015
06/29/2015
06/29/2015
07/29/2015
08/26/2015
10/08/2015
11/13/2015
12/08/2015
Amount
(E)
Date
(D)
05/13/2015
09/09/2015
10/26/2015
Amount
(E)
Date
(D)
02/26/2015
Amount
(E)
Date
(D)
01/06/2015
01/06/2015
01/06/2015
Amount
(E)
Date
Amount
$16,478
$14,527
$6,765
$5,536
$43,306
$7,805
$51,111
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$10,000
$5,000
$5,000
$50,000
$0
$50,000
$27,505
$12,820
$29,243
$69,568
$0
$69,568
Contractor
NameandAddress
(A)
WNewYork
541LexingtonAvenue
NewYork
NY
10022
(B)
Hotel
NameandAddress
(A)
WaldorfNewYork
301ParkAve
NewYork
NY
10022
(B)
Purpose
(C)
PASocietyevent
Purpose
(C)
PASocietyevent
PASocietyevent
PASocietyevent
$16,181
$16,181
$5,581
$21,762
$85,000
$10,542
$20,676
$116,218
$2,500
$118,718
Hotel
NameandAddress
Purpose
38/71
8/8/2016
(A)
WeGetItRightTheFirstTime
2914WestOxfordStreet
Philadelphia
PA
19121
(B)
ConstructionConsultant
NameandAddress
(A)
WellDeservedCorporateSpaServices,LLC
160RamblewoordTerrace
MountLaurel
NJ
08054
(B)
SpaServices
NameandAddress
(A)
WellsFargoCenter
Philadelphia
PA
19148
(B)
Arena
NameandAddress
(A)
Woodley&McGillivary,LLP
DOL Form
(C)
(D)
03/16/2015
05/21/2015
10/08/2015
12/22/2015
12/22/2015
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
WellsFargoCenterSuiteLicenseAgreement
Eventtickets
Eventtickets
Eventtickets
Eventtickets
Eventtickets
Eventtickets
Eventtickets
Eventtickets
Date
(D)
01/03/2015
01/06/2015
01/06/2015
02/27/2015
02/27/2015
06/02/2015
06/09/2015
07/31/2015
09/01/2015
09/09/2015
10/01/2015
10/15/2015
10/31/2015
Amount
(E)
Date
(D)
09/29/2015
12/22/2015
Amount
(E)
Date
(D)
11/10/2015
Amount
(E)
Constructionconsultingretainer
Purpose
(C)
1101VermontAveNW
Washington
DC
20005
(B)
LawFirm
NameandAddress
(A)
WWBHoldings,LLC
Legalservices
Legalservices
401Route73NorthSte230
Marlton
NJ
08053
Advertising
Purpose
(C)
$10,000
$20,000
$20,000
$5,000
$5,000
$60,000
$0
$60,000
$0
$8,925
$8,925
$16,670
$5,080
$16,666
$6,300
$8,400
$6,000
$6,250
$16,666
$16,667
$4,500
$14,667
$12,120
$16,666
$146,652
$47,432
$194,084
$6,372
$11,207
$17,579
$6,063
$23,642
$24,626
$24,626
$0
$24,626
39/71
8/8/2016
DOL Form
(B)
DigitalMediaCompany
40/71
8/8/2016
DOL Form
SCHEDULE16POLITICALACTIVITIESANDLOBBYING
FILENUMBER001938
NameandAddress
(A)
Anthony'sCatering
Purpose
(C)
2401SSwansonSt
Philadelphia
PA
19148
(B)
CateringforGOTVpoliticalevent
Date
(D)
02/17/2015
Amount
(E)
Date
(D)
03/19/2015
04/13/2015
05/12/2015
Amount
(E)
Date
(D)
11/10/2015
Amount
(E)
Date
(D)
Amount
(E)
$12,540
$12,540
$0
$12,540
CateringService
NameandAddress
(A)
BuildingABetterPennsylvaniaFund
63834
Philadelphia
PA
19147
(B)
Purpose
(C)
Politicalcontribution
$100,000
$250,000
$100,000
$450,000
$0
$450,000
PoliticalFund
NameandAddress
(A)
CeislerMedia&IssueAdvocacy
1525LocustStreet6thFl
Philadelphia
PA
19102
(B)
MediaConsultant
NameandAddress
(A)
ChapmanFordSales
9731RooseveltBlvd
Philadelphia
PA
19114
(B)
Purpose
(C)
ElectionGOTVcommercial
Purpose
(C)
$50,000
$50,000
$0
$50,000
$0
$6,610
$6,610
AutoDealership
NameandAddress
(A)
DavidWitzInc
1305SouthPhillipStreet
Philadelphia
PA
19147
(B)
MediaConsultant
NameandAddress
(A)
Purpose
(C)
ElectionGOTVcommercial
Date
(D)
11/10/2015
Amount
(E)
$7,370
$7,370
$0
$7,370
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DOL Form
Famous4thStreetDelicatessen
700South4thStreet
Philadelphia
PA
19147
Purpose
(C)
Date
(D)
Amount
(E)
$0
$5,262
$5,262
(B)
Restaurant
NameandAddress
(A)
GreenleePartners,LLC
230StateStreet
Harrisburg
PA
17101
(B)
GovernmentAffairsConsultant
Purpose
(C)
Consultingretainerandexpenses
Date
(D)
01/20/2015
02/17/2015
03/16/2015
04/24/2015
06/29/2015
07/07/2015
08/26/2015
09/29/2015
10/08/2015
11/10/2015
12/22/2015
Amount
(E)
Date
(D)
02/26/2015
Amount
(E)
Date
(D)
Amount
(E)
$5,096
$5,096
$5,096
$5,097
$5,095
$5,095
$5,094
$10,187
$5,089
$5,092
$5,089
$61,126
$0
$61,126
NameandAddress
(A)
HotelHershey
Purpose
(C)
100HotelRoad
Hershey
PA
17033
(B)
Hotelforpoliticalevent
$17,784
$17,784
$3,855
$21,639
Hotel
NameandAddress
(A)
HotelMonacoPittsburgh
620WilliamPennPlace
Pittsburgh
PA
15219
(B)
Hotel
NameandAddress
(A)
Loeper&Associates
36
Thorton
PA
19373
(B)
Purpose
(C)
Purpose
(C)
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
$0
$7,711
$7,711
Date
(D)
01/20/2015
01/23/2015
02/17/2015
03/16/2015
04/24/2015
06/01/2015
07/07/2015
07/29/2015
08/26/2015
Amount
(E)
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
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DOL Form
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
09/29/2015
10/26/2015
12/08/2015
12/22/2015
$5,000
$5,000
$5,000
$5,000
$65,000
$0
$65,000
NameandAddress
(A)
NorthBowl
Purpose
(C)
909N2ndSt
Philadelphia
PA
19123
(B)
GOTVPoliticalevent
Date
(D)
09/07/2015
Amount
(E)
Date
(D)
Amount
(E)
$5,000
$5,000
$0
$5,000
BowlingAlley
NameandAddress
(A)
PhiladelphiaMarriottDowntown
1201MarketStreet
Philadelphia
PA
19107
(B)
Purpose
(C)
$0
$13,990
$13,990
Hotel
NameandAddress
(A)
PittsburghSteelers
3400SouthWaterStreet
Pittsburgh
PA
15203
(B)
ProfessionalFootballTeam
NameandAddress
(A)
PNCPark
115FederalSt
Pittsburgh
PA
15212
(B)
Purpose
(C)
Date
(D)
10/09/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Steelerstickets
$22,017
$22,017
$1,864
$23,881
$0
$6,829
$6,829
Stadium
NameandAddress
(A)
PrimeStache
110ChestnutSt
Philadelphia
PA
19106
Amount
(E)
$0
$6,057
$6,057
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DOL Form
(B)
Restaurant
NameandAddress
(A)
SpikesTrophies
1617JFKBlvd
Philadelphia
PA
19103
(B)
Purpose
(C)
Date
(D)
Amount
(E)
$0
$12,390
$12,390
TrophyCompany
NameandAddress
(A)
StrassheimGraphicDesign
Purpose
(C)
333North15thStreet
Philadelphia
PA
19102
(B)
PrintingCompany
NameandAddress
(A)
ThePalm
GOTVlettersandmailings
200SouthBroadStreet
Philadelphia
PA
19103
(B)
Restaurant
NameandAddress
(A)
TommieW.St.Hill
GOTVPoliticalevent
1617OgdenStreet
Philadelphia
PA
19130
(B)
Purpose
(C)
Purpose
(C)
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Date
(D)
07/30/2015
Amount
(E)
Date
(D)
05/20/2015
Amount
(E)
Date
(D)
01/19/2015
01/30/2015
02/27/2015
04/02/2015
05/08/2015
06/01/2015
07/07/2015
07/29/2015
08/26/2015
10/08/2015
11/10/2015
12/07/2015
Amount
(E)
Date
(D)
Amount
(E)
$5,147
$5,147
$5,100
$10,247
$5,112
$5,112
$0
$5,112
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$5,000
$10,000
$65,000
$0
$65,000
NameandAddress
(A)
USAirways
4000EasySkyHarborBlvd
Purpose
(C)
44/71
8/8/2016
DOL Form
Phoenix
AZ
85034
(B)
$0
$9,978
$9,978
Airline
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DOL Form
SCHEDULE17CONTRIBUTIONS,GIFTS&GRANTS
NameandAddress
(A)
AmericanCancerSociety
30468
Philadelphia
PA
19130
(B)
CharitableOrganization
NameandAddress
(A)
AmericanRedCross
2221
ChestnutStreet
Philadelphia
PA
19130
(B)
NameandAddress
(A)
BlackClergyofPhila.&Vicinity,Inc.
128ChestnutStreet
Philadelphia
PA
19106
(B)
NameandAddress
(A)
Canal'sDiscountLiquors
5360NJ38
Pennsauken
NJ
08109
(B)
FILENUMBER:001938
Purpose
(C)
Charitabledonation
Purpose
(C)
Charitablesponsorship
Purpose
(C)
Charitabledonation
Charitabledonation
Purpose
(C)
Holidaygifts
Date
(D)
03/24/2015
Amount
(E)
Date
(D)
01/30/2015
Amount
(E)
Date
(D)
07/27/2015
10/30/2015
Amount
(E)
Date
(D)
01/06/2015
Amount
(E)
Date
(D)
09/09/2015
Amount
(E)
$5,000
$5,000
$100
$5,100
$5,000
$5,000
$2,900
$7,900
$20,000
$25,000
$45,000
$0
$45,000
$6,194
$6,194
$4,031
$10,225
LiquorStore
NameandAddress
(A)
ChestnutHillCollege
9601GermantownAve
Philadelphia
PA
19118
(B)
University
NameandAddress
(A)
Purpose
(C)
$5,000
$5,000
$0
$5,000
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DOL Form
CISVPhiladelphia
1209JerichoRoad
Abington
PA
19001
(B)
NameandAddress
(A)
DiBrunoWholesale
834ChestnutStreet
Philadelphia
PA
19107
(B)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Amount
(E)
$0
$6,400
$6,400
Amount
(E)
$0
$5,557
$5,557
WholesaleRetailer
NameandAddress
(A)
DietzandWatson
Purpose
(C)
5701TaconyStreet
Philadelphia
PA
19135
(B)
Foodforcharityevent
Date
(D)
12/31/2015
Amount
(E)
Date
(D)
01/23/2015
Amount
(E)
Date
(D)
05/26/2015
Amount
(E)
Date
(D)
Amount
(E)
$50,000
$50,000
$0
$50,000
FoodPreparer
NameandAddress
(A)
Doc'sUnionPub
Philadelphia
PA
19130
(B)
Restaurant
NameandAddress
(A)
DrexelUniversityCollegeofMedicine
11484
1601CherryStreet
Philadelphia
PA
19102
(B)
University
NameandAddress
(A)
FralingerStringBand
1901South3rdStreet
Philadelphia
Purpose
(C)
Hostingoffundraiser
Purpose
(C)
Purpose
(C)
$5,500
$5,500
$0
$5,500
$5,000
$5,000
$0
$5,000
$0
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DOL Form
PA
19130
$5,700
$5,700
(B)
StringBand
NameandAddress
(A)
Fred'sFootsteps
315
Gladwyne
PA
19035
(B)
NameandAddress
(A)
FriendsofEdHill
51386
Washington
DC
20091
(B)
RetirementCommittee
NameandAddress
(A)
HardyWilliamsEducationFund
28791
Philadelphia
PA
19151
(B)
NameandAddress
(A)
JackKeenanEducationFund
113OldeNewJerseyAvenue
NorthWildwood
NJ
08260
(B)
NameandAddress
(A)
JerrySegalClassic
1700BenjaminFranklinPkwy
Philadelphia
PA
19103
(B)
Purpose
(C)
Purpose
(C)
AttendanceatRetirementEventforIOPresident
Purpose
(C)
Charitabledonation
Purpose
(C)
Purpose
(C)
Date
(D)
02/27/2015
07/17/2015
Amount
(E)
Date
(D)
07/27/2015
Amount
(E)
Date
(D)
04/14/2015
Amount
(E)
Date
(D)
09/02/2015
Amount
(E)
Date
(D)
07/13/2015
Amount
(E)
$5,000
$7,500
$12,500
$0
$12,500
$11,000
$11,000
$0
$11,000
$5,000
$5,000
$0
$5,000
$5,000
$5,000
$0
$5,000
$5,500
$5,500
$0
$5,500
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DOL Form
NameandAddress
(A)
KatieKirlinFund
229WolfStreet
Philadelphia
PA
19148
(B)
NameandAddress
(A)
KOSportingGoods
Purpose
(C)
Purpose
(C)
2001EMoyamensingAve
Philadelphia
PA
19148
(B)
SportingGoodsRetailer
NameandAddress
(A)
LegalYouthTennisandEducation
ShirtsforLocal98members
ShirtsforLocal98members
4842RidgeAvenue
Philadelphia
PA
19129
(B)
NameandAddress
(A)
Leukemia&LymphomaSociety
100North20thStreet
Philadelphia
PA
19103
(B)
NameandAddress
(A)
Lore'sChocolates
34South7thStreet
Philadelphia
PA
19106
(B)
Purpose
(C)
Purpose
(C)
Charitabledonation
Charitabledonation
Purpose
(C)
GiftsforgoodwilloftheUnion
Date
(D)
05/26/2015
Amount
(E)
Date
(D)
03/04/2015
11/23/2015
Amount
(E)
Date
(D)
02/27/2015
Amount
(E)
Date
(D)
03/18/2015
03/18/2015
Amount
(E)
Date
(D)
01/30/2015
03/23/2015
12/22/2015
Amount
(E)
$5,000
$5,000
$0
$5,000
$13,063
$6,185
$19,248
$6,290
$25,538
$5,000
$5,000
$0
$5,000
$5,000
$15,000
$20,000
$0
$20,000
$5,200
$7,140
$8,497
$20,837
$4,418
$25,255
ChocolateRetailer
NameandAddress
(A)
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DOL Form
MarchofDimes
Purpose
(C)
1019W9thAve
KingOfPrussia
PA
19406
(B)
NameandAddress
(A)
McFadden'sRestaurant&Saloon
1CitizensBankWay
Philadelphia
PA
19148
(B)
Purpose
(C)
ToysandTurkeysdonation
Date
(D)
09/23/2015
Amount
(E)
Date
(D)
01/06/2015
Amount
(E)
Date
(D)
02/26/2015
Amount
(E)
Date
(D)
07/07/2015
Amount
(E)
Date
(D)
02/27/2015
Amount
(E)
Date
(D)
01/06/2015
01/06/2015
11/12/2015
Amount
(E)
$5,000
$5,000
$1,750
$6,750
$7,672
$7,672
$0
$7,672
Restaurant
NameandAddress
(A)
MethodistHospitalFoundation
Purpose
(C)
Philadelphia
PA
19148
(B)
NameandAddress
(A)
NAACPofPhiladelphia
1722CecilB.MooreAvenue
Philadelphia
PA
19123
(B)
NameandAddress
(A)
NetworkforTeachingEntrepreneurship
Charitabledonation
120WallStreet
NewYork
NY
10005
Charitabledonation
(B)
NameandAddress
(A)
NorthBowl
909North2ndStreet
Philadelphia
Purpose
(C)
Purpose
(C)
Purpose
(C)
Local98Holidayparty
CharterSchoolHolidayparty
Local98Holidayparty
$5,000
$5,000
$0
$5,000
$5,000
$5,000
$4,250
$9,250
$5,000
$5,000
$0
$5,000
$12,720
$13,990
$6,700
$33,410
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DOL Form
PA
19123
(B)
$33,410
$3,500
$36,910
BowlingAlley
NameandAddress
(A)
PhiladelphiaMuseumOfArtCraftShow
7646
Philadelphia
PA
19101
(B)
Purpose
(C)
Date
(D)
03/17/2015
Amount
(E)
Date
(D)
05/14/2015
Amount
(E)
Date
(D)
04/08/2015
Amount
(E)
Date
(D)
01/28/2015
Amount
(E)
Date
(D)
10/15/2015
Amount
(E)
$50,000
$50,000
$0
$50,000
CraftShow
NameandAddress
(A)
PreservationAllianceForGreaterPhila
1608WalnutStreet
Philadelphia
PA
19103
(B)
NonprofitOrganization
NameandAddress
(A)
ProjectBasedLearning,Inc
318MerionAve
Narberth
PA
19072
(B)
NameandAddress
(A)
ProjectHome
1515FairmountAve
Philadelphia
PA
19130
(B)
NameandAddress
(A)
RespectforLifeInstitute
6928LawntonAve
Philadelphia
PA
19126
Purpose
(C)
Purpose
(C)
Charitabledonation
Purpose
(C)
Charitabledonation
Purpose
(C)
Charitabledonation
$5,000
$5,000
$0
$5,000
$5,000
$5,000
$1,000
$6,000
$5,000
$5,000
$0
$5,000
$5,000
$5,000
$5,500
$10,500
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DOL Form
(B)
NameandAddress
(A)
SelfHelpMovement
2600SouthamptonRoad
Philadelphia
PA
19116
(B)
NameandAddress
(A)
ShopRite
2301W.OregonAve
Philadelphia
PA
19145
(B)
Purpose
(C)
Date
(D)
02/10/2015
Amount
(E)
Date
(D)
11/23/2015
12/18/2015
Amount
(E)
Date
(D)
10/23/2015
Amount
(E)
Purpose
(C)
GiftcardsforBusinessDevelopment
Date
(D)
01/06/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
ThanksgivingmealsToysandTurkeys
ChristmasmealsToysandTurkeys
$8,000
$8,000
$0
$8,000
$25,967
$10,580
$36,547
$0
$36,547
GroceryStore
NameandAddress
(A)
St.JudeChildren'sResearchHospital
3704
Memphis
TN
38103
(B)
NameandAddress
(A)
StarrRestaurants
325ChestnutSt.
Philadelphia
PA
19106
(B)
Purpose
(C)
Charitabledonation
$10,000
$10,000
$0
$10,000
$5,000
$5,000
$0
$5,000
Restaurant
NameandAddress
(A)
TenpenniesFlorist
Philadelphia
PA
19148
(B)
Florist
NameandAddress
$0
$38,289
$38,289
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8/8/2016
DOL Form
(A)
TheBarnesFoundation
2025BenjaminFranklinPkwy
Philadelphia
PA
19130
(B)
NameandAddress
(A)
TheCoachStorePhiladelphia
1703WalnutStreet
Philadelphia
PA
19103
(B)
Purpose
(C)
Charitabledonation
Purpose
(C)
HolidaygiftsforthegoodwilloftheUnion
Date
(D)
09/30/2015
Amount
(E)
Date
(D)
12/06/2015
Amount
(E)
Date
(D)
03/27/2015
Amount
(E)
Date
(D)
03/18/2015
Amount
(E)
Date
(D)
03/17/2015
06/04/2015
08/25/2015
09/11/2015
10/26/2015
11/05/2015
Amount
(E)
Date
(D)
Amount
(E)
$5,000
$5,000
$0
$5,000
$11,803
$11,803
$0
$11,803
Retailer
NameandAddress
(A)
TheCooperFoundation
200FederalStreet
Camden
NJ
08013
(B)
NameandAddress
(A)
ThePeggyBrowningFund
1904
1528WalnutStreet
Philadelphia
PA
19102
(B)
NameandAddress
(A)
ThirdBaseTrophies&Sports
3
606HollywoodAvenue
CherryHill
NJ
08002
(B)
SportsApparel&TrophyRetailer
Purpose
(C)
Charitabledonation
Purpose
(C)
Purpose
(C)
HatsandshirtsforSt.Pat'sparade
ShirtsandgiftsforthegoodwilloftheUnion
SunglassesandgiftsforMemberPicnic
ShirtsandhatsfortheLaborDayparade
JacketsandgiftsfortheColumbusDayparade
$10,000
$10,000
$0
$10,000
$10,000
$10,000
$0
$10,000
$26,181
$17,009
$9,002
$13,666
$19,712
$7,560
$93,130
$8,306
$101,436
NameandAddress
(A)
ToysR'Us
27032817South3rdStreet
Purpose
(C)
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DOL Form
Philadelphia
PA
19148
(B)
$0
$7,906
$7,906
ToyStore
NameandAddress
(A)
UnionSportsmen'sAlliance
2014HorningRd.
Philadelphia
PA
19116
(B)
ConservationOrganization
NameandAddress
(A)
UnitedCerebralPalsy
102E.MermaidLn
Philadelphia
PA
19118
(B)
NameandAddress
(A)
UrbanAffairsCoalition
700
1207ChestnutStreet
Philadelphia
PA
19107
(B)
CommunityCoalition
NameandAddress
(A)
VideoWalltronics,Inc.
22LukensDrive
NewCastle
DE
19720
(B)
VideoProductionCompany
NameandAddress
(A)
WHYYTV
150North6thStreet
Philadelphia
PA
19106
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Purpose
(C)
Purpose
(C)
RacefortheCuresponsorship
Purpose
(C)
Amount
(E)
$0
$5,500
$5,500
Amount
(E)
$0
$5,000
$5,000
Date
(D)
11/06/2015
09/23/2015
Amount
(E)
Date
(D)
05/08/2015
Amount
(E)
Date
(D)
02/26/2015
Amount
(E)
$10,000
$5,000
$15,000
$1,000
$16,000
$5,000
$5,000
$0
$5,000
$6,500
$6,500
$0
$6,500
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DOL Form
(B)
TelevisionStation
NameandAddress
(A)
WilliamWayLGBTCommunityCenter
1315SpruceStreet
Philadelphia
PA
19107
(B)
Purpose
(C)
Date
(D)
10/09/2015
Amount
(E)
Date
(D)
Amount
(E)
$20,000
$20,000
$0
$20,000
NameandAddress
(A)
Wine&Spirits
180WestGirardAvenue
Philadelphia
PA
19123
(B)
Wine&LiquorRetailer
Purpose
(C)
$0
$6,141
$6,141
55/71
8/8/2016
DOL Form
SCHEDULE18GENERALOVERHEAD
FILENUMBER:001938
NameandAddress
(A)
AlliedMaterialsInc.
94
Berlin
NJ
08009
(B)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Amount
(E)
$0
$18,470
$18,470
BuildingSupplyStore
NameandAddress
(A)
Amazon.com
410TerryAvenueNorth
Seattle
WA
98109
(B)
OnlineRetailer
NameandAddress
(A)
AmtrustNorthAmerica
6939
Cleveland
OH
441011939
(B)
Purpose
(C)
Insurancepremiums
Insurancepremiums
Insurancepremiums
Amount
(E)
$0
$6,278
$6,278
Date
(D)
02/06/2015
04/17/2015
05/12/2015
Amount
(E)
Date
(D)
01/27/2015
10/06/2015
Amount
(E)
Date
(D)
Amount
(E)
$43,425
$7,415
$5,980
$56,820
$4,421
$61,241
InsuranceProvider
NameandAddress
(A)
AT&TMobility
105068
Atlanta
GA
303485068
(B)
Purpose
(C)
Cellphoneservice
Cellphoneservice
$6,718
$6,581
$13,299
$32,554
$45,853
TelephoneCompany
NameandAddress
(A)
BJ'sWholesaleClub
200CMillRd
Oaks
PA
19456
(B)
Purpose
(C)
$0
$9,455
$9,455
WholesaleRetailer
NameandAddress
(A)
Purpose
Date
Amount
56/71
8/8/2016
DOL Form
BoydWattersonGSAFund
1801E9thSt#1400
Cleveland
OH
44114
(B)
InvestmentManager
NameandAddress
(A)
BucksEnterpriseLandscaping
1130SnyderRd
Perkiomenville
PA
18074
(B)
LandscapingCompany
NameandAddress
(A)
CDWDirect
75723
Chicago
IL
606755723
(B)
ComputerSoftwareCompany
NameandAddress
(A)
ChapmanFord
9371RooseveltBoulevard
Philadelphia
PA
19114
(B)
AutoDealership
NameandAddress
(A)
ClementonPark&SplashWorld
144BerlinRoad
Clemeton
NJ
08021
(B)
(C)
(D)
03/31/2015
06/30/2015
09/30/2015
12/31/2015
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
InvestmentFee
InvestmentFee
InvestmentFee
InvestmentFee
Purpose
(C)
Memberpicnic
Memberpicnic
$9,091
$9,242
$16,164
$16,666
$51,163
$0
$51,163
$0
$29,244
$29,244
Amount
(E)
$0
$19,237
$19,237
Amount
(E)
$0
$7,972
$7,972
Date
(D)
07/17/2015
08/27/2015
Amount
(E)
Date
(D)
Amount
(E)
$30,000
$43,961
$73,961
$73,961
AmusementPark
NameandAddress
(A)
Comcast
3005
Southeastern
Purpose
(C)
$0
57/71
8/8/2016
DOL Form
PA
193983005
$10,710
$10,710
(B)
CableProvider
NameandAddress
(A)
CumberlandMutualFireIns.Co.
596
Bridgeton
NJ
08302
(B)
Purpose
(C)
Date
(D)
02/09/2015
Amount
(E)
Date
(D)
10/12/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Insurancepremiums
$17,449
$17,449
$0
$17,449
InsuranceCompany
NameandAddress
(A)
D&WTechnologies
Purpose
(C)
270PinedgeDr
WestBerlin
NJ
08091
(B)
ComputerProgrammingCompany
NameandAddress
(A)
DodgeData&Analytics
19894
Palatine
IL
600559894
(B)
DataandAnalyticsCompany
NameandAddress
(A)
ElliottLewisInc.
2900BlackLakePlace
Philadelphia
PA
19154
(B)
MechanicalContractor
NameandAddress
(A)
FestivalFoodManagement
320FairmountAve
Philadelphia
PA
19123
(B)
Computerprogrammingservices
Purpose
(C)
FoodforPETskatingparty
$14,535
$14,535
$562
$15,097
$0
$7,989
$7,989
Amount
(E)
$0
$11,795
$11,795
Date
(D)
01/06/2015
Amount
(E)
$8,339
$8,339
$8,444
$16,783
58/71
8/8/2016
DOL Form
Caterer
NameandAddress
(A)
FrankM.Vaccaro&Associates
Philadelphia
PA
19130
(B)
ThirdPartyAdministrator
Purpose
(C)
Date
(D)
01/31/2015
03/31/2015
04/30/2015
05/31/2015
06/30/2015
07/31/2015
08/04/2015
09/01/2015
09/22/2015
10/01/2015
12/10/2015
12/11/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
AdministrationFee
$17,401
$35,547
$12,238
$26,112
$29,471
$16,453
$11,075
$11,118
$16,143
$11,075
$6,139
$22,151
$214,923
$3,328
$218,251
NameandAddress
(A)
FranklinBeverage
1837CallowhillSt
Philadelphia
PA
19130
(B)
$0
$7,071
$7,071
BeverageDistributor
NameandAddress
(A)
GECapitalC/ORicohUSA
41564
Philadelphia
PA
191011564
(B)
Amount
(E)
$0
$32,944
$32,944
TechnologyCompany
NameandAddress
(A)
IBEWLU380SpecialAdministrativeFunds
3900RidgePike
Collegeville
PA
19426
(B)
EmployeeBenefitFunds
NameandAddress
(A)
Intermedia
24328
Pasedena
CA
Purpose
(C)
AdministrationFee
Purpose
(C)
Date
(D)
07/14/2015
Amount
(E)
Date
(D)
Amount
(E)
$8,275
$8,275
$27,483
$35,758
$0
$24,911
59/71
8/8/2016
DOL Form
911854328
$24,911
(B)
EmailServices
NameandAddress
(A)
J.A.MarianoAgencyInc
390
679LandisAvenue
Rosenhayn
NJ
08352
(B)
InsuranceBroker
NameandAddress
(A)
LMServicesInc.
6809AWestfieldAvenue
Pennsauken
NJ
08110
(B)
MechanicalContractor
NameandAddress
(A)
LindaL.Young
2228MillCrossingsDrive
VirginiaBeach
VA
23454
(B)
CleaningServices
NameandAddress
(A)
Lowes
2106SChristopherColumbus
Philadelphia
PA
19148
(B)
HomeImprovementStore
NameandAddress
(A)
M.GitlinCompany
133AndrienRoad
GlennMills
PA
19342
(B)
Purpose
(C)
Date
(D)
07/31/2015
10/29/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Insurancepremiums
Insurancepremiums
Purpose
(C)
Meetinghallrepairs
$8,132
$24,310
$32,442
$3,166
$35,608
$0
$16,883
$16,883
Amount
(E)
$0
$19,300
$19,300
Amount
(E)
$0
$12,532
$12,532
Date
(D)
10/29/2015
Amount
(E)
$22,600
$22,600
$2,541
$25,141
ElectricalCompany
60/71
8/8/2016
DOL Form
NameandAddress
(A)
McFadden'sRestaurant&Saloon
1CitizensBankWay
Philadelphia
PA
19148
(B)
Purpose
(C)
St.Pat'sparadereception
Date
(D)
03/23/2015
Amount
(E)
Date
(D)
08/14/2015
09/11/2015
Amount
(E)
Date
(D)
08/25/2015
Amount
(E)
Date
(D)
03/23/2015
09/23/2015
Amount
(E)
Date
(D)
05/08/2015
Amount
(E)
Date
Amount
$7,750
$7,750
$0
$7,750
Restaurant
NameandAddress
(A)
MCCMassaConstructionCorp
1839MurrayStreet
Philadelphia
PA
19115
(B)
ConstructionCompany
NameandAddress
(A)
MermaidLakeInc.
1002JollyRoad
BlueBell
PA
19422
(B)
Purpose
(C)
Buildingrepairs
Buildingrepairs
Purpose
(C)
Memberpicnic
$40,926
$16,316
$57,242
$0
$57,242
$31,614
$31,614
$1,000
$32,614
PicnicCenter
NameandAddress
(A)
MikeConnellCatering
1834South2ndStreet
Philadelphia
PA
19148
(B)
CateringService
NameandAddress
(A)
MJKElectricalCorporation
28664
5957AddisonStreet
Philadelphia
PA
19151
(B)
ElectricalCompany
NameandAddress
(A)
NetcarrierTelecomInc.
Purpose
(C)
St.Pat'sparadecatering
Labordaybarbecuecatering
Purpose
(C)
Signinstallation
Purpose
$6,000
$12,500
$18,500
$1,750
$20,250
$6,873
$6,873
$9,909
$16,782
61/71
8/8/2016
DOL Form
4000N.CannonAvenue
Lansdale
PA
19446
(B)
TelephoneCompany
(C)
(D)
Purpose
(C)
Date
(D)
(E)
$0
$24,010
$24,010
NameandAddress
(A)
Paychex,Inc.
1100AdamsAvenue
Norristown
PA
194032404
(B)
PayrollServiceProvider
NameandAddress
(A)
PecoEnergy
37629
Philadelphia
PA
191010629
(B)
UtilityCompany
NameandAddress
(A)
PhiladelphiaGasWorks
11700
Newark
NJ
071014700
(B)
Purpose
(C)
Utilities
Utilities
Utilities
Utilities
Utilities
Purpose
(C)
Amount
(E)
$0
$19,440
$19,440
Date
(D)
01/05/2015
02/05/2015
03/09/2015
04/02/2015
04/20/2015
Amount
(E)
Date
(D)
Amount
(E)
$5,888
$7,748
$8,433
$5,974
$7,663
$35,706
$77,408
$113,114
$0
$8,187
$8,187
UtilityCompany
NameandAddress
(A)
PhillipJ.MigliareseIII
220RichmondStreet
Philadelphia
PA
19125
(B)
ConsultingFirm
NameandAddress
(A)
PitneyBowesGlobalFinancial
371887
Pittsburgh
PA
152507887
Purpose
(C)
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Consultingretainer
Purpose
(C)
Date
(D)
05/05/2015
07/17/2015
08/13/2015
09/23/2015
11/06/2015
Amount
(E)
Date
(D)
Amount
(E)
$10,000
$10,000
$5,000
$5,000
$10,000
$40,000
$0
$40,000
$0
$38,451
$38,451
62/71
8/8/2016
DOL Form
(B)
EquipmentLeasingCompany
NameandAddress
(A)
PNCBank
1600MarketSt
Philadelphia
PA
19103
(B)
Purpose
(C)
Date
(D)
Amount
(E)
$0
$14,252
$14,252
FinancialInstitution
NameandAddress
(A)
Ramada
Purpose
(C)
1000SunriseHwy
RockvilleCentre
NY
11570
(B)
Hotelformembersoftballtourney
Date
(D)
08/31/2015
Amount
(E)
Date
(D)
03/10/2015
09/17/2015
Amount
(E)
Date
(D)
03/24/2015
03/25/2015
Amount
(E)
Date
(D)
03/31/2015
Amount
(E)
Date
Amount
$5,324
$5,324
$0
$5,324
Hotel
NameandAddress
(A)
RicohUSA
827577
Philadelphia
PA
191827577
(B)
EquipmentLeasingCompany
NameandAddress
(A)
SenecaInsuranceCo.
Purpose
(C)
CopierLease
CopierLease
Purpose
(C)
160WaterSt16thFloor
NewYork
NY
100384922
(B)
InsuranceCompany
NameandAddress
(A)
Stifel,Nicolaus&Company
Insurancepremiums
Insurancepremiums
1500JohnFKennedyBlvd
Philadelphia
PA
19102
(B)
InvestmentManager
NameandAddress
InvestmentFee
Purpose
(C)
Purpose
$5,792
$5,837
$11,629
$2,027
$13,656
$15,757
$7,396
$23,153
$8,984
$32,137
$5,007
$5,007
$22,937
$27,944
63/71
8/8/2016
DOL Form
(A)
StrassheimGraphicDesign
333N.15thSt
Philadelphia
PA
19102
(B)
PrintingCompany
NameandAddress
(A)
StratusBuildingSolutions
601DresherRd#250
Horsham
PA
19044
(B)
JanitorialServices
NameandAddress
(A)
Target
1MifflinSt
Philadelphia
PA
19148
(B)
(C)
(D)
01/20/2015
01/27/2015
02/10/2015
03/17/2015
06/19/2015
07/08/2015
08/26/2015
10/09/2015
12/09/2015
(E)
Purpose
(C)
Date
(D)
Amount
(E)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Printingandmailingnotices
Printingoffliersandletters
Membershipbindermailing
PrintingforSt.Pat'sParade
PrintingofClementonParkcards
$8,300
$18,771
$10,844
$5,506
$5,130
$11,681
$12,810
$5,612
$6,251
$84,905
$23,973
$108,878
$0
$5,156
$5,156
Amount
(E)
$0
$13,185
$13,185
Retailer
NameandAddress
(A)
ThomsonWest
6292
CarolStream
IL
601976292
(B)
Amount
(E)
$0
$26,557
$26,557
PublishingCompany
NameandAddress
(A)
TycoIntegratedSecurity
371967
Pittsburg
PA
152507967
(B)
Amount
(E)
$0
$16,347
$16,347
SecurityCompany
NameandAddress
64/71
8/8/2016
DOL Form
(A)
UnitedParcelService
72470244
Philadelphia
PA
191700001
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Purpose
(C)
Date
(D)
Amount
(E)
$0
$7,155
$7,155
(B)
PackageDeliveryCompany
NameandAddress
(A)
Verizon
4648
Trenton
NJ
086504648
(B)
Amount
(E)
$0
$17,007
$17,007
TelephoneCompany
NameandAddress
(A)
W.B.MasonCompany,Inc.
55840
Boston
MA
022055840
(B)
OfficeSupplyCompany
NameandAddress
(A)
WaterRevenueBureau
41496
Philadelphia
PA
191011496
(B)
Amount
(E)
$0
$40,932
$40,932
Amount
(E)
$0
$12,086
$12,086
UtilityCompany
NameandAddress
(A)
WellDeservedCorporateSpaServices,LLC
160RamlewoodTerrace
Mt.Laurel
NJ
08054
(B)
MassageTherapy
NameandAddress
(A)
WilliamGordonPainting
220LantwynLane
Purpose
(C)
Paintingoffices
Amount
(E)
$0
$23,805
$23,805
Date
(D)
08/04/2015
Amount
(E)
$6,540
65/71
8/8/2016
DOL Form
Narberth
PA
19002
(B)
Paintingoffices
09/24/2015
Purpose
(C)
Date
(D)
$6,895
$13,435
$1,975
$15,410
PaintingCompany
NameandAddress
(A)
Wine&Spirits
5113GermantownAve
Philadelphia
PA
19144
(B)
LiquorStore
Amount
(E)
$0
$8,589
$8,589
66/71
8/8/2016
DOL Form
SCHEDULE19UNIONADMINISTRATION
NameandAddress
(A)
BrightwellPaymentsInc
4401NorthsideParkway,NW
Atlanta
GA
30327
(B)
PaymentCompany
NameandAddress
(A)
Cescaphe
923North2ndStreet
Philadelphia
PA
19123
(B)
Restaurant
FILENUMBER:001938
Purpose
(C)
Date
(D)
08/28/2015
Amount
(E)
Date
(D)
01/20/2015
01/20/2015
01/27/2015
01/27/2015
12/22/2015
12/22/2015
12/22/2015
Amount
(E)
Purpose
(C)
Hoteldepositfor2016IOConvention
Date
(D)
10/21/2015
Amount
(E)
Purpose
(C)
Date
(D)
Amount
(E)
MemberTWICCards
Purpose
(C)
MemberHolidaymeeting
$6,707
$6,707
$0
$6,707
$13,149
$15,201
$5,859
$8,019
$5,697
$5,697
$7,857
$61,479
$0
$61,479
NameandAddress
(A)
FourSeasonsHotel
999N.2ndStreet
St.Louis
MO
63102
(B)
$8,875
$8,875
$0
$8,875
Hotel
NameandAddress
(A)
MikeConnellCatering
1834S.2NdStreet
Philadelphia
PA
19148
(B)
$0
$5,750
$5,750
CateringCompany
NameandAddress
(A)
NovakFrancellaLLC
OnePresidentialBlvd
BalaCynwyd
PA
19004
(B)
IndependentCertifiedPublicAccountants
Purpose
(C)
Accountingandauditingfees
Date
(D)
02/05/2015
06/01/2015
10/23/2015
Amount
(E)
$18,715
$13,100
$6,300
$38,115
$5,700
$43,815
67/71
8/8/2016
DOL Form
NameandAddress
(A)
Purpose
(C)
SpassoItalianGrill
34S.FrontSt
Philadelphia
PA
19106
(B)
RestaurantMeetingSpace
Date
(D)
07/08/2015
Amount
(E)
Date
(D)
Amount
(E)
$6,282
$6,282
$160
$6,442
Restaurant
NameandAddress
(A)
USAirways
4333AmonCarterBlvd.
FortWorth
TX
76155
(B)
Airline
NameandAddress
(A)
WipfliLLP
10000InnovationDrive
Milwaukee
WI
53226
(B)
IndependentCertifiedPublicAccountants
NameandAddress
(A)
WynnLasVegasHotel
3131S.LasVegasBlvd
LasVegas
NV
89109
(B)
Hotel
Purpose
(C)
Purpose
(C)
Purpose
(C)
HotelforIBEWconference
$0
$9,959
$9,959
Date
(D)
01/15/2015
01/16/2015
02/10/2015
03/16/2015
03/17/2015
03/26/2015
05/01/2015
08/12/2015
08/12/2015
08/18/2015
12/02/2015
Amount
(E)
Date
(D)
09/16/2015
Amount
(E)
$5,969
$11,209
$7,083
$7,333
$17,833
$6,333
$7,433
$17,000
$8,000
$7,000
$5,650
$100,843
$27,942
$128,785
$6,032
$6,032
$14,635
$20,667
68/71
8/8/2016
DOL Form
SCHEDULE20BENEFITS
FILENUMBER:001938
Description
(A)
PensionBenefits
LifeInsurance
SupplementalUnemploymentBenefitFundsrefunds
SUP2100PaymentofBenefitstoMembers
MemberSickBenefits
DuesProtection
HealthandWelfare
ScholarshipBenefits
NationalElectricalBenefitFund
DeferredIncomeBenefits
DeferredIncomeBenefits
401KBenefits
DefinedBenefitPlanforSound&Communication
PensionBenefits
HealthandWelfare
LaborManagementBenefits
ApprenticeTrainingBenefits
DeathBenefits
Totalofalllinesabove(TotalwillbeautomaticallyenteredinItem55.)
ToWhomPaid
(B)
IBEWLocalUnionNo.98PensionFund
ULLICO
Members
Members
Members
Members
IBEWLocalUnionNo.98HealthandWelfareFund
Beneficiariesofmembers
NationalElectricalBenefitFund
IBEWLocalUnion98ProfitSharingFund
IBEWLocalUnionNo.98NorthAnnuityFund
IBEWLocalUnionNo.98401K
IBEWLocalUnionNo.98Sound&CommunicationHe
IBEWLocalUnionNo.98Zone2PensionTrustFund
IBEWLocalUnionNo.98NorthHealth&WelfareFun
IBEWLocal98LMCCFund
ApprenticeTrainingfortheElectricalIndustry
Beneficiariesofmembers
Amount
(C)
$594,555
$47,983
$4,420,961
$631,500
$34,000
$16,298
$1,315,890
$35,750
$127,373
$618,325
$30,144
$6,000
$54,684
$119,541
$125,025
$1,764
$9,340
$1,650
$8,190,783
69/71
8/8/2016
DOL Form
69.ADDITIONALINFORMATIONSUMMARY
FILENUMBER:001938
Item71Title:TheFinancialSecretaryperformsthedutiesusuallyassociatedwiththepositionoftheTreasurer.
Question11(b):
Question11(b)::::::ElectricalMechanicsAssociationofPhiladelphia(the"Association"),1719SpringGardenSt.,Philadelphia,PA19130isanaffiliateorganizationoftheLocalandisconsolidatedinthisreport.The
AssociationownsrealestateoccupiedbytheLocal,theApprenticeTrainingfortheElectricalIndustry,andFrankM.VaccaroandAssociates,thebenefitadministratortotheLocal.TheAssociation'srevenueconsistsof
rentalincomeandAssociationduescollectedfromitsmembers.
Question10:IBEWLocalUnionNo.98GroupInsurancePlan,1719SpringGardenSt,Philadelphia,PA19130EINNo.230724610,PlanNo.502ThisfundprovidestheLocalUnionwithLifeInsurance.IBEWLocal
UnionNo.98PensionPlan,1719SpringGardenStreet,Philadelphia,PA19130EINNo.231990722,PlanNo.001ThisfundprovidespensionbenefitstoLocalUnionmembers.IBEWLocalUnionNo.98Healthand
WelfareFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.232082042,PlanNo.501ThisfundprovideshealthandwelfarebenefitsforLocalUnionmembers.IBEWLocalUnionNo.98Soundand
CommunicationWorkersHealthandWelfareFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.232959495,PlanNo.501ThisfundprovideshealthandwelfarebenefitsforLocalUnionmembers.IBEW
LocalUnionNo.98ProfitSharingPlan,1719SpringGardenStreet,Philadelphia,PA19130EINNo.232289872,PlanNo.002Thisplanisadeferredincomemoneypurchasepensionplanthatprovidesbenefitsto
LocalUnionmembers.ApprenticeTrainingfortheElectricalIndustry,1719SpringGardenStreet,Philadelphia,PA19130EINNo.231308075ThisfundprovideselectricalapprenticetrainingforLocalUnionMembers.
IBEWLocalUnionNo.98/NECAScholarshipFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.237861099,PlanNo.509ThisfundprovidesscholarshipstoqualifyingchildrenofLocalUnionMembers.
IBEWLocalUnionNo.98,Zone2PensionTrustFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.236583334,Plan001ThisfundprovidespensionbenefitstoLocalUnionmembers.IBEWLocal
UnionNo.98NorthHealthandWelfareFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.236272418,Plan501ThisfundprovideshealthandwelfarebenefitsforLocalUnionmembers.IBEWLocal
UnionNo.98NorthAnnuityFund,1719SpringGardenStreet,Philadelphia,PA19130EINNo.232491281,PlanNo.002ThisFundprovidesannuitybenefitstoLocalUnionmembers.IBEWLocalNo.98Labor
ManagementCooperationCommittee,1719SpringGardenStreet,Philadelphia,PA19130,EIN911913949.Topromotecommunicationbetweenlaborandmanagementinordertopromotetheindustryandtoprovide
morejobopportunitiesformembersoftheLocal.IBEWLocal98FederalCreditUnionBasic401(k)PlanandTrust,1719SpringGardenStreet,Philadelphia,PA19130,EIN231982573,PlanNo.001.Toprovide401k
benefits.
Question11(a):
Question11(a)::TheInternationalBrotherhoodofElectricalWorkersLocal98CommitteeonPoliticalEducation(C.O.P.E)fileswiththeFederalElectionCommission(FEC#C00162818),thePennsylvaniaDepartmentof
StateBureauofCommissions,ElectionsandLegislation(Filer#8200581),andtheStateofNewJerseyElectionLawEnforcementCommission(Filer#T0000001033).ThesefundsarekeptseparatefromtheLocal's
Treasury,andthefinancialoperations,accordingly,andarenotincludedinthisLM2.
Question12:AnauditoftheLocalwasperformedbytheindependentcertifiedpublicaccountingfirmNovakFrancellaLLCfortheyearendedDecember31,2015.
Question15:ItisthepracticeoftheLocaltoperiodicallygiveawayimprintedmerchandise,ticketstosportingevents,giftcards,andothergiftstomembers,affiliatedorganizations,otherlabororganizations,fundraisers,
variouscharitableorganizations,andbusinessenterprises.Thisisdoneinanefforttostimulatemembershipparticipationinmeetingsandothergatherings,toassistotherorganizationswithfundraisingeffortswhich
ultimatelypromotestheLocal'spurpose,andtopromoteeconomicdevelopmentinordertocreatejobsformembersinthejurisdictionoftheLocal.Namesofrecipientsaremaintainedwhenpossible.Duringtheyearended
December31,2015,depreciationoffixedassetsconsistedofthefollowing:BuildingandBuildingImprovements$249,702,OfficeFurnitureandEquipment$172,014,Automobiles$78,404andotherfixedassets$141,862.
Totaldepreciationexpenseforfixedassetsof$641,982.DuringtheyearendedDecember31,2015,theLocaltradedinanautomobilewithacostof$35,749,accumulateddepreciationof$27,407,andanetbookvalueof
$8,342.TheLocalreceivedatradeinallowanceof$6,000thatresultedina$2,342lossonthetradeins.DuringtheyearendedDecember31,2015,fixedassetsthatwerepreviouslyreportedasotherfixedassetswitha
costof$159,092,accumulateddepreciationof$10,091,andabookvalueof$149,001arenowreportedwithBuildingson
Schedule6ofthisformasofDecember31,2015.EffectiveJanuary1,2015,InternationalBrotherhoodofElectricalWorkersLocalUnionNo.380wasmergedintoInternationalBrotherhoodofElectricalWorkersLocal
UnionNo.98.BuildingandBuildingImprovementsacquiredbytheLocalhadcostof$2,177,392,accumulateddepreciationof$1,653,637,andabookvalueof$523,755.LandacquiredbytheLocalhasacostandbook
valueof$817,674.AutomobilesacquiredbytheLocalhadacostof$161,728,accumulateddepreciationof$97,669,andabookvalueof$64,059.OfficeFurnitureandEquipmentacquiredbytheLocalhasacostof
$528,145,accumulateddepreciationof$495,982andabookvalueof$32,163.OtherfixedassetsacquiredbytheLocalhadacostof$636,066,accumulateddepreciationof$543,893andabookvalueof$92,173.
Question18:TheLocal'sBylawswereamended.AcopyoftheamendedBylawsisattachedtothisform.
StatementA,
CashBeginTotal:Thecashbalanceaspreviouslyreportedhasbeenadjustedfrom$11,447,108to$13,015,654toincludecertificateofdepositaccountsof$1,269,329shownasinvestmentsin2014ontheLM2,to
removeMoneyMarketMutualFundsof$48,164whichshouldhavebeenincludedasinvestmentsonthe2014FormLM2,toremoveaccountspayableof$345,650previouslyincludedascashonthe2014FormLM2,and
toincreasecashby$1,731toitsactualbeginningbalance.
StatementA,InvestmentsBeginTotal:Theinvestmentbalanceaspreviouslyreportedhasbeenadjustedfrom$12,417,155to$11,404,868toremovecertificateofdepositsof$1,269,329includedasinvestmentsonthe
2014LM2andtoaddMoneyMarketMutualFundsof$48,164whichwereincludedincashonthe2014FormLM2,andtoincreasethebeginningbookvalueby$208,878.
StatementA,
AccountsPayableBeginTotal:Theaccountspayableaspreviouslyreportedhasbeenadjustedfrom$0to$345,650toincludeaccountspayablepreviouslyincludedwithcashonthe2014FormLM2.
Schedule2,Row1:
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8/8/2016
DOL Form
Schedule2,Row1:EffectiveJanuary1,2015,IBEWLocalUnion380wasmergedintoIBEWLocalUnionNo.98atwhichtimetheloanreceivableof$50,000waseliminatedduetothemerger.
Schedule9,StartValueDiscrepancy:EffectiveJanuary1,2015,IBEWLocalUnion380wasmergedintoIBEWLocalUnionNo.98atwhichtimetheLocalassumedtheloanpayablesof$14,097.ThisFormLM2wouldnot
validateunlesstheloanspayableassumedbyLocal98aspartofthemergerwereenteredinthe
LoansOwedatStartofPeriodon
Schedule9ofthisForm.
Schedule13,Row3:SoundandCommunicationmembersarevariouslevelsoftechniciansworkinginteledatafields.
Schedule13,Row4:SoundandCommunicationApprenticesareapprenticesstudyingandworkingtobecometechniciansinvariousteledatafieldsanddonothavevotingprivileges.
Schedule13,Row4:SoundandCommunicationApprenticesdonothavevotingprivileges.
Schedule13,Row5:Broadcastmembersworkforthesurroundingareatelevisionandradiostationsascameramen,soundtechnicians,etc.
Schedule13,Row6:OthersarefreelanceworkersmainlyinthebroadcastdivisionoftheunionaswellasTastycakemaintenanceworkersandHarrah'sChesterCasinoworkers.
Schedule13,Row1:
Schedule13ElectricalmembersarejourneymenelectriciansworkinginsidewiringprojectsthroughoutIBEWLocalUnionNo.98jurisdiction.
Schedule13,Row2:Electricalapprenticesareapprenticestrainingtobecomejourneymenwithintheunion.
Schedule13,Row2:Electricalapprenticesdonothavevotingprivileges.
Schedule13,Row7:Retiredmembersdonotpayduesafterage62.
Schedule13,Row7:Retiredmembersarenoteligibletovote.
GeneralInformation:
Question14Thefidelitybondwasincreasedto$500,000inFebruary2016.
Schedule11and12ColumnFDisbursementsforOfficialBusiness:TheLocalprovidesUnionownedandleasedautomobilestoitsfulltimeofficersandemployees.Allcostsassociatedwiththeseautomobileshavebeen
allocatedandreportedincolumn(F)of
Schedules11and12.Theautomobilesareusedmorethan50%forunionbusiness.Theremainder,ifany,wasforpersonaluse.EffectiveJanuary1,2015,IBEWLocalUnionNo.380wasmergedintoIBEWLocalUnion
No.98.AssetsandliabilitiestransferredtotheLocalconsistedofthefollowing:
Cash$807,745
LoansReceivable$108,332Investments$3,948,457Fixedassets$1,529,824
LoansPayable$122,429Payrollliabilities$12,139OtherLiabilities$122,330NetAssets$6,137,460ThecostoftheinvestmentsreceivedbyLocal98asaresultofthemergerwithLocal380totaled$3,874,809.
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Local 98 Annual Report For 2015

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Local 98 Annual Report For 2015

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8/8/2016

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