Civic Intelligence

Iuoe Local 15 Charitable Trust

990 • Fiscal year 2022 • EIN 26-2189501

Oct 01, 2021 to Sep 30, 2022 • Filed on Jun 13, 2023

Organization ProfileN/A
44-40 11th StreetLong Island City, NY 11101-5105

(212) 929-5327

Siviq Scores

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

Liabilities / Assets

95th percentile

0.77x

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

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

10.24x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

54%

Higher net margin than 84% of similar nonprofits.

2022 filings • NTEE T31 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2022 filings • NTEE T31 • <$500k nonprofits • Source year 2022

Asset Growth

97th percentile

381%

Faster asset growth than 97% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

179%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$497,766

Up $394,244 (+381%) from 2021

Net Assets

Up

$115,194

Up $20,121 (+21%) from 2021

Liabilities

Up

$382,572

Up $374,123 (+4428%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin84th percentile

Revenue

Up

$37,355

Up $23,975 (+179%) from 2021

Expenses

Up

$17,234

Up $1,923 (+13%) from 2021

Net Income

Up

$20,121

Up $22,052 (+1142%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2022

Assets$497,766
Liabilities$382,572
Net Assets$115,194
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

2022

Revenue$37,355
Expenses$17,234
Net Income$20,121
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jun 13, 2023
Return Version
2021v4.2
Gross Receipts
$37,355
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$73,611$355,420▲ $281,809
Cash and Non-Interest-Bearing Accounts$3,759$138,546▲ $134,787
Accounts Receivable$23,752$0▼ $23,752
Land, Buildings, and Equipment, Net$2,400$800▼ $1,600
Total Assets$103,522$497,766▲ $394,244
Other Assets Total-$3,000-
Liabilities
Deferred Revenue-$373,822-
Accounts Payable and Accrued Expenses$8,449$8,750▲ $301
Total Liabilities$8,449$382,572▲ $374,123
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,073$115,194▲ $20,121
Total Net Assets Fund Balance$95,073$115,194▲ $20,121
Total Liabilities and Net Assets / Fund Balance$103,522$497,766▲ $394,244

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$800$7,200$8,000
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
James T CallahanTrustee
John McnamaraTrustee
Thomas CallahanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$37,252
Program Service Revenue
$0
Investment Income
$103
Other Revenue
$0
All Other Contributions
$37,252
Change in Net Assets
$20,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,355
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$37,355
Total Revenue per Form 990
$37,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,234
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-$8,800-$8,800
Other Expenses$4,750--$4,750
Office Expenses-$2,084-$2,084
Depreciation Depletion-$1,600-$1,600
Total Functional Expenses$4,750$12,484$0$17,234

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,234
Total Expenses per Audited Statements$17,234
Total Expenses per Form 990$17,234
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
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, Section A, Line 2

“James t. Callahan and thomas callahan are brothers.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“In accordance with the organization's policy, individuals have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

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

Form 990, Part VII

“The organization does not pay any compensation.”

Filing and Contact Details

Filer

Filer Name
Iuoe Local 15 Charitable Trust
EIN
26-2189501
Phone
2129295327
Address
44-40 11TH STREET, LONG ISLAND CITY, NY 11101-5105

Signing Officer

Name
Thomas a Callahan
Title
Trustee
Phone
2129295327
Signed
2023-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Callahan
Formed
2008
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES T. CALLAHAN AND THOMAS CALLAHAN ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ACCORDANCE WITH THE ORGANIZATION'S POLICY, INDIVIDUALS HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT PAY ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IUOE LOCAL UNION 15 15A 15B 15C 15D 15G & 15H
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135159024
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBER REPRESENTATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt044-40 11TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LONG ISLAND CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
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, 15D, 15G, 15H, AFL-CIO IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON FORM 990 OF THE UNION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0103522
IRS990/TotalAssetsEOYAmt0497766
IRS990/TotalAssetsGrp/BOYAmt0103522
IRS990/TotalAssetsGrp/EOYAmt0497766
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037252
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04750
IRS990/TotalFunctionalExpensesGrp/TotalAmt017234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08449
IRS990/TotalLiabilitiesEOYAmt0382572
IRS990/TotalLiabilitiesGrp/BOYAmt08449
IRS990/TotalLiabilitiesGrp/EOYAmt0382572
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095073
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115194
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0103
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037355
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0103522
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0497766
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt044-40 11TH STREET
IRS990/USAddress/CityNm0LONG ISLAND CITY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0111015105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A CALLAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129295327
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 15 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0262189501
ReturnHeader/Filer/PhoneNum02129295327
ReturnHeader/Filer/USAddress/AddressLine1Txt044-40 11TH STREET
ReturnHeader/Filer/USAddress/CityNm0LONG ISLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0111015105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTHEIS & PANETTIERI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 WIRELESS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02023-06-13T09:53:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALLAHAN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$497,766
Liabilities
$382,572
Net assets
$115,194
Revenue
$37,355
Expenses
$17,234
Net income
$20,121
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