Civic Intelligence

Iuoe Local 15 Charitable Trust

990 • Fiscal year 2014 • EIN 26-2189501

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

44-40 11th Street11101

(212) 929-5327

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.09x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

0.37x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

39%

Higher net margin than 75% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$125,504

Up $16,958 (+16%) from 2013

Net Assets

Up

$113,612

Up $12,531 (+12%) from 2013

Liabilities

Up

$11,892

Up $4,427 (+59%) from 2013

Revenue

$31,968

No earlier filing loaded for comparison.

Expenses

Down

$19,437

Down $67,102 (-78%) from 2013

Net Income

$12,531

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $107,700Liabilities 2011: $10,769Net Assets 2011: $96,9312011Assets 2012: $112,255Liabilities 2012: $15,609Net Assets 2012: $96,6462012Assets 2013: $108,546Liabilities 2013: $7,465Net Assets 2013: $101,0812013Assets 2014: $125,504Liabilities 2014: $11,892Net Assets 2014: $113,6122014Assets 2015: $121,266Liabilities 2015: $16,243Net Assets 2015: $105,0232015Assets 2016: $118,192Liabilities 2016: $42,424Net Assets 2016: $75,7682016Assets 2017: $83,997Liabilities 2017: $9,091Net Assets 2017: $74,9062017Assets 2018: $70,146Liabilities 2018: $8,000Net Assets 2018: $62,1462018Assets 2019: $145,257Liabilities 2019: $114,271Net Assets 2019: $30,9862019Assets 2020: $105,204Liabilities 2020: $8,200Net Assets 2020: $97,0042020Assets 2021: $103,522Liabilities 2021: $8,449Net Assets 2021: $95,0732021Assets 2022: $497,766Liabilities 2022: $382,572Net Assets 2022: $115,1942022Assets 2023: $352,545Liabilities 2023: $239,009Net Assets 2023: $113,5362023Assets 2024: $332,783Liabilities 2024: $159,374Net Assets 2024: $173,4092024Assets 2025: $365,368Liabilities 2025: $26,744Net Assets 2025: $338,6242025

Highlighted filing

2014

Assets$125,504
Liabilities$11,892
Net Assets$113,612

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $181,6812011Expenses 2012: $73,1902012Expenses 2013: $86,5392013Revenue 2014: $31,968Expenses 2014: $19,437Net Income 2014: $12,5312014Revenue 2015: $17,928Expenses 2015: $21,265Net Income 2015: -$3,3372015Revenue 2016: -$4,552Expenses 2016: $24,703Net Income 2016: -$29,2552016Revenue 2017: $23,442Expenses 2017: $24,304Net Income 2017: -$8622017Revenue 2018: $7,059Expenses 2018: $19,819Net Income 2018: -$12,7602018Revenue 2019: $33,067Expenses 2019: $64,227Net Income 2019: -$31,1602019Revenue 2020: $82,693Expenses 2020: $16,675Net Income 2020: $66,0182020Revenue 2021: $13,380Expenses 2021: $15,311Net Income 2021: -$1,9312021Revenue 2022: $37,355Expenses 2022: $17,234Net Income 2022: $20,1212022Revenue 2023: $136,579Expenses 2023: $138,237Net Income 2023: -$1,6582023Revenue 2024: $205,577Expenses 2024: $145,704Net Income 2024: $59,8732024Revenue 2025: $1,068,007Expenses 2025: $902,792Net Income 2025: $165,2152025

Highlighted filing

2014

Revenue$31,968
Expenses$19,437
Net Income$12,531
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$248,490
Mission and Program Overview

Mission

The purpose of the organization is to provide financial assistance to other charitable organizations, any needy and deserving individual or individuals and present and former members of the international union of operating engineers local 15, 15a, 15b, 15c, 15d, 15g, 15h and their immediate family who have suffered death, injury, or economic hardship.

the purpose of the organization is to provide financial assistance to other charitable organizations, any needy and deserving individual or individuals and present and former members of the international union of operating engineers local 15, 15a, 15b, 15c, 15d and their immediate family who have suffered death, injury, or economic hardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$108,546$100,394▼ $8,152
Savings and Temporary Cash Investments-$16,588-
Accounts Receivable-$8,522-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$108,546$125,504▲ $16,958
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,500$11,892▲ $10,392
Other Liabilities$5,965--
Total Liabilities$7,465$11,892▲ $4,427
Net Assets / Fund Balance
Unrestricted Net Assets$101,081$113,612▲ $12,531
Total Net Assets Fund Balance$101,081$113,612▲ $12,531
Total Liabilities and Net Assets / Fund Balance$108,546$125,504▲ $16,958
Compensation and Service Providers

Board Members and Trustees

NameTitle
James T CallahanTrustee
Thomas Callahan Ef 114Trustee
Robert G ShawSecretary
Daniel J SchneiderTrste THR 1/14
Revenue and Support

Revenue Composition

Contributions and Grants
$3,945
Program Service Revenue
$0
Investment Income
$80
Other Revenue
$27,943
Change in Net Assets
$12,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,968
Revenue Not Reported on Form 990
$216,522
Total Revenue per Audited Statements
$248,490
Total Revenue per Form 990
$31,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$16,008-$16,008
Office Expenses-$3,429-$3,429
Total Functional Expenses$0$19,437$0$19,437

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$235,959
Expenses Not Reported on Form 990$216,522
Expenses per Audited Statements$19,437
Total Expenses per Form 990$19,437
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$244,465
Fundraising Direct Expenses$216,522
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$248,410$244,465$40,877$203,588
Total Events$248,410$244,465$216,522$27,943
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

the form 990 was reviewed with the organization's board of trustees prior to submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

the organization requires all officers, directors, trustees and key employees to sign a conflict of interest policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

the governing documents, policies and financial statements are available to all members upon request. document are available to the public to the extent required by law.

Filing and Contact Details

Filer

EIN
26-2189501
Phone
2129295327

Signing Officer

Name
THOMAS a CALLAHAN
Title
Trustee
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Vincent F Panettieri
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Fundraising expenses $216522

Part XII, Line 2D: Other expenses and losses per audited F/S

Fundraising expenses $216522

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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01127902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0216522
IRS990ScheduleD/ExpensesSubtotalAmt019437
IRS990ScheduleD/OtherExpensesIncludedAmt0216522
IRS990ScheduleD/OtherRevenueAmt0216522
IRS990ScheduleD/RevenueNotReportedAmt0216522
IRS990ScheduleD/RevenueSubtotalAmt031968
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES $216522
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $216522
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt019437
IRS990ScheduleD/TotalRevenuePerForm990Amt031968
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0248490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0235959
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03945
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03945
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0216522
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt037409
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt037409
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt041467
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt041467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0248410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0248410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0244465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0244465
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL PICNIC
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027943
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt095694
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt095694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040877
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040877
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01075
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01075
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the form 990 was reviewed with the organization's board of trustees prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the organization requires all officers, directors, trustees and key employees to sign a conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the governing documents, policies and financial statements are available to all members upon request. document are available to the public to the extent required by law.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10iuoe local union 15 15a 15b 15c 15d
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135159024
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0member representation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1044-40 11th street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0long island city
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode011101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0certain trustees listed on part vii, section a, do not receive compensation from this organization, but do receive compensation from iuoe local union 15, 15a, 15c, 15 d afl-cio in their capacity as employees/officers of the union. accordingly, their compensation is reported on the form 990 of the union.
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0108546
IRS990/TotalAssetsEOYAmt0125504
IRS990/TotalAssetsGrp/BOYAmt0108546
IRS990/TotalAssetsGrp/EOYAmt0125504
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03945
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07465
IRS990/TotalLiabilitiesEOYAmt011892
IRS990/TotalLiabilitiesGrp/BOYAmt07465
IRS990/TotalLiabilitiesGrp/EOYAmt011892
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0101081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0113612
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028023
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031968
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0108546
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125504
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0101081
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0113612
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS a CALLAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10IUOE LOCAL 15 CHARITABLE TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$1.07$0.90$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.16$0.17$0.21$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.24$0.11$0.14$0.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.38$0.12$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.10$0.01$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$0.08$0.02$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.03$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.04$0.08$0.00$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.11$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.11$0.03$0.02$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.01$0.10$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.02$0.10$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.01$0.10$0.18