IUOE LOCAL 158 TRAINING FUND (EIN 222549231) - 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

1984

Legal Domicile

Principal Officer

JONATHAN LANSE

Phone

3152996104

Tax Period

2025-01-01 to 2025-12-31

IUOE LOCAL 158 TRAINING FUND, founded in 1984, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.3M, a strong 32% operating margin.

Mission

PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.

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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 $53,690

Program Service Revenue $3,448,693

Investment Income $305,952

Other Revenue $108,982

TOTAL REVENUE $3,917,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,089,978

Fundraising Expenses $0

Program Expenses $2,314,010

Other Expenses $1,556,221

TOTAL EXPENSES $2,646,199

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,917,317	$3,572,569	+0.1%
Expenses	$2,646,199	$2,545,735	+0.0%
Net Income	$1,271,118	$1,026,834	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN LANSE	CHAIR/UNION TRUSTEE	1.00	Director	$0	$0	$0
ROBERT AIKENS	UNION TRUSTEE - THRU 09/25	1.00	Director	$0	$0	$0
GRANT MALONE	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BICHE	UNION TRUSTEE	1.00	Director	$0	$0	$0
TODD HELFRICH	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
NICKOLAUS OSINSKI	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
TOM KEELER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
EARL HALL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS MAY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DONALD SMITH	UNION TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BENTON	UNION TRUSTEE - EFF 09/25	1.00	Director	$0	$0	$0
MARTIN SWAUGER	TRAINING DIRECTOR	40.00	Highest	$134,798	$73,848	$208,646
JON WALSTON	TRAINING DIRECTOR	40.00	Highest	$142,668	$74,635	$217,303

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	$3,917,317	$2,646,199	$12,109,239	$1,271,118
2024	$3,572,569	$2,545,735	$10,290,126	$1,026,834
2023	$2,660,371	$2,532,404	$9,206,523	$127,967
2022	$2,116,828	$2,409,918	$9,017,637	$-293,090
2021	$2,898,773	$1,795,419	$9,577,490	$1,103,354
2020	$769,216	$981,672	$4,406,402	$-212,456
2019	$819,568	$1,017,161	$4,594,968	$-197,593
2018	$763,176	$1,032,861	$4,589,384	$-269,685

IUOE LOCAL 158 TRAINING FUND