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Nonprofiteer
← IUOE LOCAL 15 CHARITABLE TRUST

Form 990 for tax year 2024

Filed by IUOE LOCAL 15 CHARITABLE TRUST.

Totals

Total revenue
$1,068,007
Total expenses
$902,792
Contributions and grants received
$1,061,863
Grants paid
$0
Program service revenue
$0
Investment income
$6,144
Other revenue
$0
Total assets, end of year
$365,368
Total liabilities, end of year
$26,744
Net assets or fund balances, end of year
$338,624
Program services expenses (Part IX)
$76,250
Management and general expenses
$17,055
Fundraising expenses
$809,487
Program service expenses (Part III)
$76,250

Program services were 8.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $619,712

  • 1f · All other contributions, gifts and grants

    $442,151

  • 1g · Noncash contributions included above

    $39,382

  • 3 · Investment income

    total $6,144 · excluded $6,144

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $9,915 · management and general $9,915

  • 13 · Office expenses

    total $43,030 · management and general $7,140 · fundraising $35,890

  • 24a · Other expenses: FUNDRAISING EXPENSE

    total $773,597 · fundraising $773,597

  • 24b · Other expenses: CHARITABLE DONATION

    total $76,250 · program services $76,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $201,976 · end of year $190,416

  • 9 · Prepaid expenses and deferred charges

    beginning of year $130,807 · end of year $174,952

  • 10a · Land, buildings and equipment: cost or other basis

    $8,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,000

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,374 · end of year $9,840

  • 19 · Deferred revenue

    beginning of year $150,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $16,904

  • 27 · Net assets without donor restrictions

    beginning of year $173,409 · end of year $338,624

Mission and programs · 2024

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, 15G, 15H AND THEIR IMMEDIATE FAMILY WHO HAVE SUFFERED DEATH, INJURY, OR ECONOMIC HARDSHIP.

    Expenses $6,250

  • THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO LOCAL 15 OPERATING ENGINEERS SCHOLARSHIP FUND, INC. FOR THEIR SCHOLARSHIP PROGRAM.

    Expenses $70,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas Callahan

    TRUSTEE

    Total calculated
    $775,000
    From this org
    $0
    From related orgs
    $508,428
    Other
    $266,572
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,728 related
    Bonus
    $0
    Other
    $0 + $7,700 related
    Deferred
    $0 + $226,389 related
    Nontaxable benefits
    $0 + $40,183 related
    Filer's total
    $0 + $775,000 related

  • John McNamara

    TRUSTEE

    Total calculated
    $641,492
    From this org
    $0
    From related orgs
    $413,347
    Other
    $228,145
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,997 related
    Bonus
    $0
    Other
    $0 + $7,350 related
    Deferred
    $0 + $196,752 related
    Nontaxable benefits
    $0 + $31,393 related
    Filer's total
    $0 + $641,492 related

  • James T Callahan

    TRUSTEE - THRU 1/20/25

    Total calculated
    $0
    Hours/week
    0.25

  • Peter Donofrio

    TRUSTEE - EFF 1/26/25

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
19 January 2026
IRS schema version
2024v5.5
Source object
202630199349300603

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