2023-09-27T09:20:56-05:00 2022-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-01-01 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 2023-09-27 1 THOMAS CALLAHAN 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 44-40 11TH STREET LONG ISLAND CITY NY 11101 5054560 0 X N/A X 1969 NY TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 4 4 27 0 0 0 82391 130566 4827847 4900393 11926 23601 0 0 4922164 5054560 0 0 0 0 3694998 3894571 0 0 0 1517440 1616237 5212438 5510808 -290274 -456248 5400751 4766784 267825 90106 5132926 4676678 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 5213879 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 5213879 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 6 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 4 4 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 JAMES CALLAHAN UNION TRUSTEE 1.00 0.00 X 0 0 0 THOMAS CALLAHAN 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 CATHERINE CHASE FUND ADMINISTRATOR 4.00 36.00 X 0 356017 71892 PATRICK PETERSON FUND DIRECTOR 40.00 0.00 X 329198 0 76214 MARIE SULLIVAN COORDINATOR 40.00 0.00 X 283639 0 71904 CRAIG PIANO INSTRUCTOR 40.00 0.00 X 270160 0 102582 JOSEPH A FORLENZA INSTRUCTOR 40.00 0.00 X 185884 0 73613 MICHAEL NAPOLITANO INSTRUCTOR 40.00 0.00 X 269830 0 102523 THOMAS A SCHOLZ INSTRUCTOR 40.00 0.00 X 184257 0 72767 1522968 356017 571495 6 0 1 0 0 130566 130566 EMPLOYER CONTRIBUTIONS 237990 4900393 4900393 4900393 23601 23601 5054560 4900393 0 23601 405412 405412 2378607 2378607 548820 548820 378070 378070 183662 183662 23016 23016 40926 40926 91391 91391 17296 17296 6348 6348 18697 18697 19244 19244 246526 234884 11642 105269 98273 6996 MATERIALS & SUPPLIES 303871 303871 OTHER 254192 254192 REIMBURSEMENTS TO RELAT 208001 208001 SECURITY 184236 184236 97224 97224 5510808 5213879 296929 0 300 300 3423639 2345448 18253 61825 5125689 2783203 1935639 2342486 22920 16725 5400751 4766784 267825 90106 267825 90106 X 5132926 4676678 5132926 4676678 5400751 4766784 -456248 0 X 0 1 X 1 0 X 45940 57223 26901 37501 35972 203537 5651534 5805341 4964617 4827847 4900397 26149736 5697474 5862564 4991518 4865348 4936369 26353273 0 0 0 26353273 21342 33480 34773 11926 23601 125122 21342 33480 34773 11926 23601 125122 31997 23669 541100 5990 13153 615909 5750813 5919713 5567391 4883264 4973123 27094304 0.97260 0.97230 0.00460 0.00410 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 31,997. 2019 AMOUNT: $ 23,669. 2020 AMOUNT: $ 541,100. 2021 AMOUNT: $ 5,990. 2022 AMOUNT: $ 13,153. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58144 47642 10502 4290645 2202753 2087892 776900 532808 244092 2342486 5054560 0 5054560 0 5054560 5510808 0 5510808 0 5510808 X 0 0 0 0 0 0 0 0 0 CATHERINE CHASE FUND ADMINISTRATOR 0 336904 0 19113 0 0 0 45892 0 26000 0 427909 0 0 PATRICK PETERSON FUND DIRECTOR 314286 0 13092 0 1820 0 50214 0 26000 0 405412 0 0 0 MARIE SULLIVAN COORDINATOR 271535 0 10284 0 1820 0 45904 0 26000 0 355543 0 0 0 CRAIG PIANO INSTRUCTOR 263123 0 7037 0 0 0 61089 0 41493 0 372742 0 0 0 JOSEPH A FORLENZA INSTRUCTOR 179918 0 5966 0 0 0 44700 0 28913 0 259497 0 0 0 MICHAEL NAPOLITANO INSTRUCTOR 262902 0 6928 0 0 0 61055 0 41468 0 372353 0 0 0 THOMAS A SCHOLZ INSTRUCTOR 177785 0 6472 0 0 0 44217 0 28550 0 257024 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 2 THOMAS CALLAHAN, WHO SERVED AS TRUSTEE, IS THE BROTHER OF JAMES CALLAHAN, WHO SERVED 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 MEETING ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARDS 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 44-10 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 44-10 11TH STREET LONG ISLAND CITY NY 11101 132899670 TO PROVIDE RETIREMENT BENEFITS NY 401 N/A N/A 0 PENS PLAN FOR THE EMP OF LOCAL 15 44-10 11TH STREET LONG ISLAND CITY NY 11101 135159024 TO PROVIDE RETIREMENT BENEFITS NY 401 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 229687 AMOUNT PAID