2024-11-13T09:24:39-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-01-01 231279973 PENN DEL JERSEY CHAPTER NECA PENN 6102750909 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 JEFFREY SCARPELLO EXECUTIVE DIRECTOR 6102750909 2024-11-11 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2024-11-11 2023 2024-10-15 13:58:12Z JEFFREY SCARPELLO 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 6435496 0 X WWW.NECA-PDJ.ORG X 1947 PA REPRESENT, PROMOTE & ENHANCE THE MANAGEMENT INTERESTS OF THE ENTIRE TECHNICAL CONTRACTING INDUSTRY 32 32 10 200 0 0 0 0 3851239 4331628 373718 162100 0 0 4224957 4493728 3442 4346 0 0 2052660 2185696 0 0 0 2256868 2763853 4312970 4953895 -88013 -460167 7257487 7257670 53823 37465 7203664 7220205 TO REPRESENT, PROMOTE AND ENHANCE THE MANAGEMENT INTERESTS OF THE ENTIRE ELECTRICAL CONTRACTING INDUSTRY. 0 0 THE CHAPTER PROMOTES, ORGANIZES AND CONDUCTS NUMEROUS MEETINGS TO PROVIDE OPPORTUNITIES TO DISCUSS BUSINESS ISSUES FOCUSING ON MANAGEMENT'S INTEREST IN LABOR RELATIONS, ADMINISTRATION AND NEGOTIATIONS OF COLLECTIVE BARGAINING AGREEMENTS, RESOLVING GRIEVANCES, TRUST FUND REPRESENTATION, AND RELATED MATTERS. THESE MEETINGS OCCUR ON A COMMITTEE; LOCAL DIVISION, CHAPTER, DISTRICT, REGIONAL AND NATIONAL LEVEL AND PROVIDE OPPORTUNITIES FOR ELECTRICAL CONTRACTORS TO EXPRESS THEIR COLLECTIVE VOICE ON ISSUES IMPORTANT TO THE INDUSTRY. THE CHAPTER REPRESENTS AND PROMOTES MANAGEMENT'S INTEREST IN MANAGEMENT EDUCATION BY SPONSORING, ORGANIZING AND PRESENTING NUMEROUS EDUCATIONAL OPPORTUNITIES INCLUDING COURSES ON: ELECTRICAL PROJECT SUPERVISION (THREE LEVELS), BASIC AND ADVANCED ESTIMATING, PROJECT MANAGEMENT, CONSTRUCTION PLANNING, CHANGE ORDERS MANAGEMENT, CONSTRUCTION ACCOUNTING AND BUSINESS FINANCIAL PLANNING, LEGAL AND REGULATORY UPDATES, AND NATIONAL ELECTRICAL CODE COURSES AMONG OTHERS. THE CHAPTER PROMOTES AND SPONSORS NUMEROUS NECA EDUCATION COURSES AND "HOT TOPICS" COURSES, MANY OF WHICH PROVIDE CONTINUING EDUCATION PROGRAM CREDITS THAT SATISFY MANY LOCAL AND STATE ELECTRICAL CONTRACTING LICENSING REQUIREMENTS. THE CHAPTER PROMOTES MANAGEMENT'S INTEREST IN SAFETY AND PROMOTING A SAFE WORKPLACE. THE CHAPTER SPONSORS NUMEROUS SAFETY WORKSHOPS, CONFERENCES, MEETINGS AND SAFETY AWARD PROGRAMS, OFFERS OSHA CONSTRUCTION SAFETY CLASSES AND INSTRUCTION, TEACHES FALL PROTECTION, CPR, FIRST AID AND AED TRAINING, AND HAS IMPLEMENTED A SAFETY MEETING APP. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DOROTHY TRUSH 6102750909 2003 RENAISSANCE BOULEVARD KING OF PRUSSIA PA 19406 DANIEL J HAHN GOVERNOR 1.00 1.00 X X 0 0 0 CHARLES H MACDONALD III PRESIDENT 1.00 1.00 X X 0 0 0 NATALIE O LINDER VICE PRESIDENT 1.00 1.00 X X 0 0 0 JAMES A MEYER TREASURER 1.00 1.00 X X 0 0 0 SAMUEL BASHORE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT P BRESNAHAN JR DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH CAVANAUGH DIRECTOR 1.00 0.00 X 0 0 0 EDWARD COLLISON DIRECTOR 1.00 0.00 X 0 0 0 EDWARD DUFF DIRECTOR 1.00 0.00 X 0 0 0 DANIEL HARRISON DIRECTOR 1.00 0.00 X 0 0 0 DENNIS GEIGER DIRECTOR 1.00 0.00 X 0 0 0 TOD HIRNEISEN DIRECTOR 1.00 0.00 X 0 0 0 FRANKLIN P HOLLERAN DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH KALUHIOKALANI DIRECTOR 1.00 0.00 X 0 0 0 TROY CUPP DIRECTOR 1.00 0.00 X 0 0 0 JAMES KOFSKIE DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH LECCE DIRECTOR 1.00 0.00 X 0 0 0 RYAN MCGOLDRICK DIRECTOR 1.00 0.00 X 0 0 0 HARRY B MILLER DIRECTOR 1.00 0.00 X 0 0 0 GERALD T ROTHSTEIN DIRECTOR 1.00 0.00 X 0 0 0 KEVIN J OLIVER DIRECTOR 1.00 0.00 X 0 0 0 RANDY ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 BERNIE SHAEFFER DIRECTOR 1.00 0.00 X 0 0 0 BRUCE D SHELLY DIRECTOR 1.00 0.00 X 0 0 0 DOUG SMITH DIRECTOR 1.00 0.00 X 0 0 0 BARRY SPAYD DIRECTOR 1.00 0.00 X 0 0 0 LEN VAUGHN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN WANAMAKER DIRECTOR 1.00 0.00 X 0 0 0 GLENN LESNIAK DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL CHWIEROTH DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL WALSH JR DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ALABOVITZ DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY P SCARPELLO EXECUTIVE DIRECTOR 50.00 1.00 X 586338 0 121971 KENNETH R MACDOUGALL DIRECTOR OF BUSINESS DEVEL 40.00 0.00 X 219358 0 73576 SARA A BENNETT DIRECTOR OF PUBLIC RELATIO 40.00 0.00 X 165363 0 51812 DOROTHY TRUSH CONTROLLER 40.00 0.00 X 149929 0 22489 MICHAEL BRUST FIELD REPRESENTATIVE 40.00 0.00 X 122969 0 40462 ROBERT L TRIPLETT DIRECTOR OF EDUCATION 40.00 0.00 X 151996 0 39251 AARON KELLEY DIRECTOR OF GOVT AFFAIRS 40.00 0.00 X 122501 0 26163 1518454 0 375724 7 0 1 0 0 ASSESSMENTS 611430 3985619 3985619 CONVENTION 611430 168986 168986 MEMBERSHIP DUES 611430 123700 123700 NEB FUND REIMBURSEMENT 611430 45500 45500 NLMCC REIMBURSEMENT 611430 7823 7823 4331628 79458 79458 2024410 1941768 82642 82642 82642 4493728 4331628 0 162100 4346 1001243 906376 75974 98182 103921 26459 30188 90816 66735 258696 111374 12888 82982 78659 1064844 638197 104625 59290 EDUCATION 112202 NECA DUES 20175 DIVERSITY AND INCLUSION 5723 4953895 444054 479933 3935450 1486540 2553535 2448910 4132002 4182231 127896 146596 7257487 7257670 53823 37465 53823 37465 X 0 0 0 0 7203664 7220205 7203664 7220205 7257487 7257670 -460167 476708 0 X 0 1 X 1 0 0 0 1 4109319 90816 11670 102486 92460 10026 3540119 1140683 2399436 345742 317234 28508 49589 28623 20966 2448910 X PART X, LINE 2: THE ASSOCIATION HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ITS SUBSIDIARY, NECA HEADQUARTERS, LLC IS A NONPROFIT LIMITED LIABILITY COMPANY. THE ORGANIZATION FOLLOWS THE INCOME STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT NEED TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. X X X X X X 0 0 0 JEFFREY P SCARPELLO EXECUTIVE DIRECTOR 564476 0 18000 0 3862 0 66000 0 55971 0 708309 0 0 0 KENNETH R MACDOUGALL DIRECTOR OF BUSINESS DEVEL 192000 0 25000 0 2358 0 32904 0 40672 0 292934 0 0 0 SARA A BENNETT DIRECTOR OF PUBLIC RELATIO 132000 0 31000 0 2363 0 24804 0 27008 0 217175 0 0 0 ROBERT L TRIPLETT DIRECTOR OF EDUCATION 133000 0 18000 0 996 0 22799 0 16452 0 191247 0 0 0 DOROTHY TRUSH CONTROLLER 127000 0 22000 0 929 0 22489 0 0 0 172418 0 0 0 MICHAEL BRUST FIELD REPRESENTATIVE 115000 0 7500 0 469 0 18445 0 22017 0 163431 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THE FOLLOWING TYPES OF VOTING MEMBERS: (1) PERMANENT, (2) TEMPORARY: 1. PERMANENT MEMBERS: COMPANIES WHO HAVE BEEN IN BUSINESS FOR AT LEAST ONE YEAR, WHO MAINTAIN A PERMANENTLY ESTABLISHED PLACE OF BUSINESS WITHIN THE AREA OF JURISDICTION OF THIS CHAPTER. 2. TEMPORARY MEMBERS: COMPANIES IN GOOD STANDING OF THE NECA WHO DO NOT MAINTAIN A PERMANENTLY ESTABLISHED PLACE OF BUSINESS WITHIN THE AREA OF JURISDICTION OF THIS CHAPTER, BUT WHO ARE TEMPORARILY ENGAGED IN EXECUTING ELECTRICAL WORK IN THE AFORESAID AREA. EACH MEMBER IN GOOD STANDING SHALL HAVE THE FOLLOWING NUMBER OF VOTES IN ALL CHAPTER AND NATIONAL MATTERS WHEN A BALLOT IS CALLED FOR: 1. ONE VOTE FROM 1,600 TO THE FIRST 75,000 LABOR HOURS. 2. ONE ADDITIONAL VOTE FOR ANY LABOR HOURS IN EXCESS OF 75,000 UP TO AND INCLUDING 150,000 LABOR HOURS. 3. ONE ADDITIONAL VOTE FOR ANY MEMBER IN EXCESS OF 150,000 LABOR HOURS. LABOR HOURS WILL BE BASED ON THE PRECEDINGS CALENDAR YEAR'S PRODUCTIVE ELECTRICAL PAYROLL AS DEFINED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF EACH CHAPTER DIVISION ELECT BOARD MEMBERS TO REPRESENT THEM. THESE ELECTED REPRESENTATIVES COMPRISE THE MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND OR REVISE GOVERNING DOCUMENTS IS SUBJECT TO THE APPROVAL OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD BEFORE SUBMISSION. THE EXECUTIVE DIRECTOR ALSO REVIEWS THE FORM 990 PRIOR TO SIGNING IT. FORM 990, PART VI, SECTION B, LINE 12C THE CHAPTER HAS A WRITTEN CONFLICT OF INTEREST POLICY AS RECOMMENDED BY OUR AUDITORS AND DRAFTED BY OUR OUTSIDE LEGAL COUNSEL. THE CHAPTER REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY BY DISTRIBUTING OUR POLICY ANNUALLY TO OUR BOARD OF DIRECTORS FOR THEIR REVIEW AND SIGNATURE. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAPTER PRESIDENT'S ADVISORY COMMITTEE WHO ARE EMPOWERED TO ACT IN THE BEST INTEREST OF THE CHAPTER AND IN COMPLIANCE WITH OUR POLICY. THE CHAPTER'S PRACTICES FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS ARE CONTAINED IN THE CHAPTER'S WRITTEN POLICY REGARDING CONFLICTS OF INTEREST FOR DIRECTORS AND OFFICERS. THE PERSONS COVERED UNDER THE POLICY INCLUDE ALL "INTERESTED PERSONS" MEANING ALL DIRECTORS, OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN A TRANSACTION WITH THE CHAPTER. ALL INTERESTED PARTIES ARE REQUESTED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS TO THE PRESIDENT'S ADVISORY COMMITTEE WHICH WILL DETERMINE IF A CONFLICT ACTUALLY EXISTS. ANY "INTERESTED PERSON" IS REMOVED FROM THE DETERMINATION PROCESS. IF THE COMMITTEE DECIDES THAT A CONFLICT IS PRESENT IN A TRANSACTIONS OR ARRANGEMENT, ALTERNATIVES ARE INVESTIGATED BY A DISINTERESTED PERSON OR COMMITTEE. IN THE EVENT THAT NONE ARE PROPOSED, THE COMMITTEE HOLDS A MAJORITY VOTE AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHAPTER'S EXECUTIVE DIRECTOR IS AS FOLLOWS: THE CHAPTER PRESIDENT APPOINTS A BUDGET COMMITTEE WHICH CONSISTS OF MEMBERS OF THE CHAPTER'S ADVISORY COMMITTEE (THE CHAPTER GOVERNOR, PRESIDENT, VICE PRESIDENT AND TREASURER) AND AN INDEPENDENT BOARD MEMBER. THE BUDGET COMMITTEE MEETS ANNUALLY ON SEVERAL OCCASIONS TO REVIEW AND APPROVE THE OPERATING BUDGET FOR THE CHAPTER AND TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE BUDGET COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE, THE FINANCIAL PERFORMANCE OF THE CHAPTER AND COMPARABILITY DATA ASSEMBLED BY NECA'S FINANCIAL PERFORMANCE REPORT SUMMARIES, INCLUDING COMPARABLE COMPENSATION INFORMATION FROM NECA AND OTHER NECA CHAPTER'S 990 FORMS AND FROM A NATIONAL COMPENSATION STUDY OF ASSOCIATION CHIEF STAFF EXECUTIVES. THE ORGANIZATION ALSO HIRED A THIRD PARTY CONSULTANT TO CONDUCT A COMPENSATION SURVEY. THE BUDGET COMMITTEE, MEETING SEPARATELY FROM THE EXECUTIVE DIRECTOR, THEN DELIBERATES AND DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BUDGET COMMITTEE NEGOTIATED A WRITTEN EMPLOYMENT AGREEMENT WITH THE EXECUTIVE DIRECTOR. THE TERMS AND CONDITIONS OF THE WRITTEN EMPLOYMENT AGREEMENT INCLUDING COMPENSATION WAS PRESENTED TO THE ENTIRE BOARD FOR DISCUSSION AND APPROVAL. THE COMMITTEE THEN PRESENTS THE BUDGET TO THE ENTIRE BOARD FOR DISCUSSION AND APPROVAL. THE BUDGET APPROVAL IS CONTEMPORANEOUSLY MADE PART OF THE WRITTEN MINUTES OF THE BOARD MEETNG. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION HAS ONE EMPLOYEE THAT MEETS THE IRS DEFINITION OF KEY EMPLOYEE, THE DIRECTOR OF BUSINESS DEVELOPMENT. THE COMPENSATION REVIEW PROCESS FOR THAT INDIVIDUAL IS AS FOLLOWS: THE CHAPTER PRESIDENT APPOINTS A BUDGET COMMITTEE WHICH CONSISTS OF MEMBERS OF THE CHAPTER'S ADVISORY COMMITTEE, (THE CHAPTER GOVERNOR, PRESIDENT, VICE PRESIDENT AND TREASURER) AND AN INDEPENDENT BOARD MEMBER. THE BUDGET COMMITTEE MEETS ANNUALLY ON SEVERAL OCCASIONS TO REVIEW AND APPROVE THE OPERATING BUDGET FOR THE CHAPTER AND TO DETERMINE THE DIRECTOR OF BUSINESS DEVELOPMENT'S COMPENSATION. THE BUDGET COMMITTEE REVIEWS THE DIRECTOR OF BUSINESS DEVELOPMENT'S PERFORMANCE, THE FINANCIAL PERFORMANCE OF THE CHAPTER AND COMPARABILITY DATA ASSEMBLED BY NECA'S FINANCIAL PERFORMANCE REPORT SUMMARIES, INCLUDING COMPARABLE COMPENSATION INFORMATION FROM NECA AND OTHER NECA CHAPTER'S 990 FORMS, AND RECEIVES INPUT FROM THE EXECUTIVE DIRECTOR. THE BUDGET COMMITTEE, MEETING SEPARATELY, THEN DELIBERATES AND DETERMINES THE COMPENSATION FOR THE DIRECTOR OF BUSINESS DEVELOPMENT. THE COMMITTEE THEN PRESENTS THE BUDGET TO THE ENTIRE BOARD FOR DISCUSSION AND APPROVAL. THE BUDGET APPROVAL IS CONTEMPORANEOUSLY MADE PART OF THE WRITTEN MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. NECA HEADQUARTERS LLC 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 HOLDING TITLE TO REAL ESTATE. MANAGING INCOME & EXPENSE FOR REAL ESTATE PA 0 2464096 PENN DEL JERSEY CHAPTER NECA THE RONALD SMALLWOOD SCHOLARSHIP FOUNDATION 1500 WALNUT STREET SUITE 1630 PHILADELPHIA PA 19102 233080743 TO BENEFIT THE CHILDREN AND GRANDCHILDREN OF PENN DEL JERSEY CHAPTER OF NECA PA 501(C)(3) LINE 7 PENN DEL JERSEY CHAPTER NECA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0