UPSTATE NEW YORK OPERATING ENGINEERS LOCAL UNION NO 158 (EIN 140768455) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

JONATHAN P LANSE

Phone

5184310600

Tax Period

2025-01-01 to 2025-12-31

UPSTATE NEW YORK OPERATING ENGINEERS LOCAL UNION NO 158, founded in 1945, is a mid-sized nonprofit that reported $11.5M in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.0M, a strong 43% operating margin.

Mission

THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,309,234

Investment Income $1,215,779

Other Revenue $11,331

TOTAL REVENUE $11,536,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,466,399

Fundraising Expenses $0

Other Expenses $2,099,529

TOTAL EXPENSES $6,573,428

Year-over-Year Comparison

	2025	2024	Change
Revenue	$11,536,344	$10,566,072	+0.1%
Expenses	$6,573,428	$6,649,199	0.0%
Net Income	$4,962,916	$3,916,873	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,057,974

Total Directors

$1,629,508

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN P LANSE	BUS MGR	40.00	Officer Director	$197,752	$88,057	$285,809
DONALD A SMITH	REC SEC/D545 MGR	40.00	Officer Director	$163,462	$80,032	$243,494
BRIAN F BICHE	GUARD/D106 MGR - EFF 9/25	40.00	Officer	$150,021	$78,132	$228,153
THOMAS J BENTON	DIST 106 REP/BUS REP	40.00	Officer Director	$144,928	$76,987	$221,915
ANTHONY M TUBOLINO	DIST 545 REP/BUS REP	40.00	Officer Director	$144,482	$76,987	$221,469
NICHOLAS WEIBEL	DIST 832 REP - EFF 9/25	40.00	Officer Director	$144,266	$76,338	$220,604
HOWARD I HALBERSTADT	DIST 832 REP/BUS REP	40.00	Officer Director	$142,413	$75,870	$218,283
JOHN A TARASUK	VICE PRESIDENT/BUS REP	40.00	Officer Director	$142,064	$75,870	$217,934
CHRISTOPHER A MANUS	PRESIDENT/BUS REP - THRU 9/25	40.00	Officer	$104,740	$59,966	$164,706
BRIAN JONES	AUDITOR/BUS REP	40.00	Officer	$21,336	$13,971	$35,307
TODD BRINKMAN	CONDUCTOR - THRU 9/25	1.00	Officer	$210	$0	$210
NICHOLAS WEIBEL	TRUSTEE/BUS REP - THRU 9/25	1.00	Officer	$90	$0	$90
ROBERT M AIKENS	FIN SECTY	1.00	Officer Director	$0	$0	$0
GRANT S MALONE	DIST 832 REP - THRU 9/25	1.00	Officer	$0	$0	$0
JONATHAN P LANSE	PRESIDENT - EFF 9/25	1.00	Officer Director	$0	$0	$0
DANIEL DUDLEY	TRUSTEE - EFF 9/25	1.00	Officer	$0	$0	$0
STEPHEN BILLS	CONDUCTOR - EFF 9/25	1.00	Officer	$0	$0	$0
SARAH FERGERSON	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW GAIDA	TRUSTEE	1.00	Officer	$0	$0	$0
LESLEY ARMSTRONG	TRUSTEE - THRU 9/25	1.00	Officer	$0	$0	$0
WILLIAM WIGHT	AUDITOR - THRU 9/25	1.00	Officer	$0	$0	$0
ERNEST DEON	TRUSTEE - EFF 9/25	1.00	Officer	$0	$0	$0
GREGORY S TUCKER	AUDITOR - EFF 9/25	1.00	Officer	$0	$0	$0
JORDAN M SMITH	AUDITOR	1.00	Officer	$0	$0	$0
WILLIAM GRAY	DIST 106 REP	1.00	Officer Director	$0	$0	$0
SHAWN DECKER	DIST 545 REP	1.00	Officer Director	$0	$0	$0
GRANT S MALONE	D832 MGR	40.00	Highest	$170,258	$82,618	$252,876
DAVID S WINSOR	BUSINESS REP	40.00	Highest	$142,314	$76,450	$218,764
JOHN J LEEMANN	ORGANIZER	40.00	Highest	$142,066	$74,928	$216,994
TRACY L CONNOLLY	ATTORNEY	40.00	Highest	$132,126	$66,047	$198,173
ROBERT M AIKENS	D106 MGR - THRU 9/25	40.00	Highest	$126,630	$65,340	$191,970

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$11,536,344	$6,573,428	$32,667,329	$4,962,916
2024	$10,566,072	$6,649,199	$26,678,329	$3,916,873
2023	$7,828,376	$6,390,184	$22,690,960	$1,438,192
2022	$2,708,981	$6,174,947	$20,583,186	$-3,465,966
2021	$6,565,504	$5,081,692	$21,483,185	$1,483,812
2020	$6,451,180	$4,965,601	$19,645,352	$1,485,579
2019	$6,609,006	$5,052,699	$17,709,867	$1,556,307
2018	$6,072,006	$4,920,694	$15,489,840	$1,151,312

UPSTATE NEW YORK OPERATING ENGINEERS LOCAL UNION NO 158