2025-06-26T13:38:54-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 132648599 LOCAL 15 15A 15D OPERATING ENGINEERS APPR SKILL IMPROVEMENT & SAFETY FUND LOCA 2122557657 44-40 11TH STREET LONG ISLAND CITY NY 11101 THOMAS A CALLAHAN UNION TRUSTEE 2122557657 2025-06-26 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z CATHERINE CHASE 44-40 11TH STREET LONG ISLAND CITY NY 11101 8968416 0 X N/A X 1969 NY TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 5 5 28 0 0 0 35270 3122469 5057103 5700617 85658 118442 151646 26888 5329677 8968416 0 0 0 0 4326309 4629223 0 0 0 1872857 1861888 6199166 6491111 -869489 2477305 4193042 6503600 385853 219106 3807189 6284494 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 6186630 5727505 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6186630 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 28 1 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CATHERINE CHASE 2122557657 44-40 11TH STREET LONG ISLAND CITY NY 11101 CATHERINE CHASE FUND ADMINISTRATOR 2.00 38.00 X 0 378079 79509 PATRICK PETERSON FUND DIRECTOR 40.00 0.00 X 349678 0 83400 MICHAEL NAPOLITANO INSTRUCTOR 40.00 0.00 X 278913 0 112822 CRAIG PIANO INSTRUCTOR 40.00 0.00 X 277786 0 112735 MARIE SULLIVAN COORDINATOR 40.00 0.00 X 301592 0 78857 ALBERT CRAWLEY INSTRUCTOR 40.00 0.00 X 190202 0 80072 RAYMOND PATRICE INSTRUCTOR 40.00 0.00 X 188902 0 79669 JAMES CALLAHAN UNION TRUSTEE 1.00 0.00 X 0 0 0 THOMAS CALLAHAN UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN MCNAMARA ALTERNATE UNION TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM TYSON EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL SALGO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 1587073 378079 627064 15 0 1 0 NORTHEAST GAS ASSOCIATION 1800 WEST PARK DRIVE STE 340 WESTBOROUGH MA 01581 TESTING QUALIFICATION SERVICES 164725 ARROW SECURITY 300 WEST MAIN STREET SMITHTOWN NY 11787 SECURITY SERVICES 101116 2 3100000 22469 3122469 EMPLOYER CONTRIBUTIONS 237990 5700617 5700617 5700617 118442 118442 REIMBURSED EXPENSES 237310 26888 26888 26888 8968416 5727505 0 118442 436671 436671 2813954 2813954 649833 649833 511830 511830 216935 216935 23316 23316 44486 44486 90367 90367 18237 18237 6348 6348 16951 16951 17365 17365 272789 261701 11088 100993 100232 761 MATERIALS & SUPPLIES 420105 420105 OTHER 301196 301196 REIMBURSEMENTS TO RELAT 218482 218482 SECURITY 180538 180538 150715 150715 6491111 6186630 304481 0 300 300 1636283 2741910 52964 35377 20181 5605580 3019929 2343474 2585651 1034281 160021 85900 4193042 6503600 181001 129236 204852 89870 385853 219106 X 0 0 0 0 3807189 6284494 3807189 6284494 4193042 6503600 2477305 0 X 0 1 X 1 0 X 26901 37501 35972 35270 22469 158113 4964617 4827847 4900397 5057103 5700617 25450581 4991518 4865348 4936369 5092373 5723086 25608694 0 0 0 25608694 34773 11926 23601 85658 118442 274400 34773 11926 23601 85658 118442 274400 541100 5990 13153 151646 3126888 3838777 5567391 4883264 4973123 5329677 8968416 29721871 0.86160 0.96530 0.00920 0.00710 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 541,100. 2021 AMOUNT: $ 5,990. 2022 AMOUNT: $ 13,153. 2023 AMOUNT: $ 1,213. TEACHING REIMBURSEMENTS - 2023 AMOUNT: $ 150,433. 2024 AMOUNT: $ 26,888. UNION CONTRIBUTION - 2024 AMOUNT: $ 3,100,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34149 34149 0 4870199 2452240 2417959 701232 533540 167692 2585651 DUE TO RELATED ORGANIZATIONS 3970 FINANCING LEASES 85900 89870 8968416 0 8968416 0 8968416 6491111 0 6491111 0 6491111 X 0 0 0 0 0 0 0 0 0 CATHERINE CHASE FUND ADMINISTRATOR 0 357162 0 20917 0 0 0 48392 0 31117 0 457588 0 0 PATRICK PETERSON FUND DIRECTOR 347858 0 0 0 1820 0 52283 0 31117 0 433078 0 0 0 MICHAEL NAPOLITANO INSTRUCTOR 244649 0 34264 0 0 0 63365 0 49457 0 391735 0 0 0 CRAIG PIANO INSTRUCTOR 243555 0 34231 0 0 0 63303 0 49432 0 390521 0 0 0 MARIE SULLIVAN COORDINATOR 299772 0 0 0 1820 0 47740 0 31117 0 380449 0 0 0 ALBERT CRAWLEY INSTRUCTOR 165576 0 24626 0 0 0 45944 0 34128 0 270274 0 0 0 RAYMOND PATRICE INSTRUCTOR 164386 0 24516 0 0 0 45802 0 33867 0 268571 0 0 0 SUPPLEMENTAL INFORMATION THE FUND ADMINISTRATOR RECEIVES COMPENSATION AND BENEFITS IN THEIR CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE APPRENTICE FUND PORTION OF THESE EXPENSES IS 5% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION'S TOTAL VOTING MEMBERS INCLUDES THE ALTERNATE UNION TRUSTEE, WHO ONLY HAS VOTING RIGHTS IN THE ABSENCE OF A UNION TRUSTEE. FORM 990, PART VI, SECTION A, LINE 2 THOMAS CALLAHAN, WHO SERVES AS TRUSTEE, IS THE BROTHER OF JAMES CALLAHAN, WHO SERVES AS A TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS DISCUSSED AT TRUSTEES MEETINGS ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARD'S ATTENTION IMMEDIATELY, IF ONE DOES ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 15 WELFARE FUND 44-40 11TH STREET LONG ISLAND CITY NY 11101 136694320 TO PROVIDE HEALTH AND WELFARE BENEFITS NY 501(C)(9) N/A N/A 0 IUOE LOCAL 15 ANNUITY FUND 44-40 11TH STREET LONG ISLAND CITY NY 11101 132899670 TO PROVIDE RETIREMENT BENEFITS NY 501(A) N/A N/A 0 PENS PLAN FOR THE EMP OF LOCAL 15 44-40 11TH STREET LONG ISLAND CITY NY 11101 135159024 TO PROVIDE RETIREMENT BENEFITS NY 501(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 IUOE LOCAL 15 WELFARE FUND P 251390 AMOUNT PAID