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Nonprofiteer
← IUOE LOCAL 15 CHARITABLE TRUST

Form 990 for tax year 2022

Filed by IUOE LOCAL 15 CHARITABLE TRUST.

Totals

Total revenue
$136,579
Total expenses
$138,237
Contributions and grants received
$420,000
Grants paid
$0
Program service revenue
$0
Investment income
$499
Other revenue
-$283,920
Total assets, end of year
$352,545
Total liabilities, end of year
$239,009
Net assets or fund balances, end of year
$113,536
Program services expenses (Part IX)
$126,250
Management and general expenses
$11,987
Fundraising expenses
$0
Program service expenses (Part III)
$126,250

Program services were 91.3% 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.

  • 1c · Fundraising events

    $420,000

  • 3 · Investment income

    total $499 · excluded $499

  • 8a · Fundraising events: gross income

    $268,971

  • 8a · Fundraising events: contributions included on line 1c

    $420,000

  • 8b · Fundraising events: direct expenses

    $552,891

  • 8c · Net income from fundraising events

    total -$283,920 · excluded -$283,920

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $9,010 · management and general $9,010

  • 13 · Office expenses

    total $2,177 · management and general $2,177

  • 22 · Depreciation, depletion and amortization

    total $800 · management and general $800

  • 24a · Other expenses: CHARITABLE DONATIONS

    total $126,250 · program services $126,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $138,546 · end of year $143,610

  • 9 · Prepaid expenses and deferred charges

    beginning of year $355,420 · end of year $208,935

  • 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 $800 · end of year $0

  • 15 · Other assets

    beginning of year $3,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,750 · end of year $9,009

  • 19 · Deferred revenue

    beginning of year $373,822 · end of year $230,000

  • 27 · Net assets without donor restrictions

    beginning of year $115,194 · end of year $113,536

Mission and programs · 2022

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 PURPOSE OF THE ORGANIZATION IS TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL 15 OPERATING ENGINEERS SCHOLARSHIP FUND, INC. FOR THEIR SCHOLARSHIP PROGRAM.

    Expenses $120,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES T CALLAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • THOMAS CALLAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • JOHN MCNAMARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

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.

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
2022
Filed
21 March 2024
IRS schema version
2022v5.0
Source object
202410819349300431

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