Provides apprentice Training, skill improvement, and safety education to eligible participants.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$214K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $504K a year · 19% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$214K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $1.5M in investments, Pt X · Ln 11–13
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$98K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$769K
Spent
$982K
To programs
88%
Net assets
$4.3M
By yearFY2020–FY2025
Revenue
$769K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$769K
FY2021$2.9M
FY2022$2.1M
FY2023$2.7M
FY2024$3.6M
FY2025$3.9M
Expenses
$982K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$982K
FY2021$1.8M
FY2022$2.4M
FY2023$2.5M
FY2024$2.5M
FY2025$2.6M
Net assets
$4.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.3M
FY2021$9.5M
FY2022$8.9M
FY2023$9.1M
FY2024$10.2M
FY2025$11.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $861K Management & general 12% · $120K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $214K paid to officers and key staff.

Part VII, Section A · reportable compensation
Training Dir
$111,222Pt VII · Sec A
Instructor
$102,980Pt VII · Sec A
Chair/Un Tr
$0Pt VII · Sec A
Union Trustee
$0Pt VII · Sec A
Employer Trust
$0Pt VII · Sec A
Employer Trust
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jon Walston$142,668$135,256————
Martin Swauger$134,798$130,270$122,721$112,907——
William F Gray IV—$131,498$123,870$118,837$114,476$111,222
Matthew Gaida—$122,127$112,046———
John Leeman———$105,271——
Steven Payne—————$102,980

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See I U O E Local 158 Training Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Trains apprentices, improves skills, and educates participants on safety.

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Provided by the organization

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1 program · $861K · in their own filed words · FY2020
01

Provides apprentice training, skill improvement, and safety education to eligible participants.

$861Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$769K
Ln 12
Fees for servicesLn 2g$670K
Investment incomeLn 3$63K
Other incomeLn 4–11$28K
Money outPt IX
$982K
Ln 25
Programscol B$861K
Managementcol C$120K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$224K
Total assetsLn 16$4.4M
LiabilitiesLn 26$98K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$670K
Investment incomeLn 3$63K
Other incomeLn 4–11$28K
Gains on assetsLn 7$28K
Total revenueLn 12$769K
Assets in detailPt X, end of year
CashLn 1$150
SavingsLn 2$224K
Cash and savings togetherLn 1–2$224K
InvestmentsLn 11–13$1.5M
Land, buildings, equipmentLn 10c$2.6M
Total assetsLn 16$4.4M
LiabilitiesLn 26$98K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$219K$224K
InvestmentsLn 11–13$1.4M$1.5M
Land, buildings, equipmentLn 10c$2.8M$2.6M
Total assetsLn 16$4.6M$4.4M
LiabilitiesLn 26$123K$98K
Net assetsLn 32$4.5M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$177K$177K
Other salaries and wagesLn 7$104K$104K
Pension plan contributionsLn 8$47K$47K
Other employee benefitsLn 9$17K$17K
Payroll taxesLn 10$18K$18K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$24K$24K
Investment management feesLn 11f$4K$4K
Office expensesLn 13$3K$1K$2K
OccupancyLn 16$40K$26K$14K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$10K$10K
Depreciation, depletion and amortizationLn 22$289K$284K$5K
InsuranceLn 23$49K$37K$11K
Other expenses (24a–d)Ln 24$175K$124K$50K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$982K$861K$120K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.9M$2.6M$1.3M$11.8M 990 PDF
FY2024 $3.6M$2.5M$1.0M$10.2M 990 PDF
FY2023 $2.7M$2.5M$128K$9.1M 990 PDF
FY2022 $2.1M$2.4M−$293K$8.9M 990 PDF
FY2021 $2.9M$1.8M$1.1M$9.5M 990 PDF
FY2020 Viewing $769K$982K−$212K$4.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $769,216 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $27,400$7,900
I-9 Program service revenuePrior year $706,157$670,052
I-10 Investment incomePrior year $58,219$63,472
I-11 Other revenuePrior year $27,792$27,792
I-12 Total revenuePrior year $819,568$769,216
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $365,200$362,891
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $651,961$618,781
I-18 Total expensesPrior year $1,017,161$981,672
I-19 Revenue less expensesPrior year −$197,593−$212,456
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $769,216 across 7 lines filed
VIII-1f All other contributions, gifts and grants$7,900
VIII-1h Total contributions, gifts and grants$7,900
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $670,052$670,052
VIII-3 Investment incomeExcluded from tax $35,094$35,094
VIII-6 Net rental income or lossExcluded from tax $27,792$27,792
VIII-7 Net gain or loss on sales of assetsExcluded from tax $28,378$28,378
VIII-12 Total revenueRelated to mission $670,052 · Unrelated business $0 · Excluded from tax $91,264$769,216
Part IX · Statement of functional expenses $981,672 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $176,519$176,519
IX-7 Other salaries and wagesPrograms $104,423$104,423
IX-8 Pension plan contributionsPrograms $47,395$47,395
IX-9 Other employee benefitsPrograms $16,799$16,799
IX-10 Payroll taxesPrograms $17,755$17,755
IX-11b Legal feesManagement $10,044$10,044
IX-11c Accounting feesManagement $24,300$24,300
IX-11f Investment management feesManagement $3,505$3,505
IX-13 Office expensesPrograms $1,485 · Management $1,956$3,441
IX-16 OccupancyPrograms $25,625 · Management $14,073$39,698
IX-17 TravelPrograms $7,187$7,187
IX-19 Conferences, conventions and meetingsPrograms $9,902$9,902
IX-22 Depreciation, depletion and amortizationPrograms $284,192 · Management $4,573$288,765
IX-23 InsurancePrograms $37,205 · Management $11,400$48,605
IX-24 Other expenses (24a–d)Programs $124,120 · Management $50,395$174,515
IX-24e All other expensesPrograms $8,819$8,819
IX-25 Total functional expensesPrograms $861,426 · Management $120,246 · Fundraising $0$981,672
Part X · Balance sheet $4,406,402 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $150$150
X-2 Savings and temporary cash investmentsStart of year $219,328$223,668
X-4 Accounts receivableStart of year $67,980$66,339
X-9 Prepaid expenses and deferred chargesStart of year $46,847$35,663
X-10c Land, buildings and equipment, netStart of year $2,843,668$2,602,610
X-11 Publicly traded securitiesStart of year $1,416,995$1,477,972
X-16 Total assetsStart of year $4,594,968$4,406,402
X-17 Accounts payable and accrued expensesStart of year $122,573$26,658
X-24 Unsecured notes and loans payable$71,400
X-26 Total liabilitiesStart of year $122,573$98,058
X-32 Total net assets or fund balancesStart of year $4,472,395$4,308,344
X-33 Total liabilities and net assetsStart of year $4,594,968$4,406,402
Part XI · Reconciliation of net assets $4,308,344 net assets at year end
XI-1 Total revenue$769,216
XI-2 Total expenses$981,672
XI-3 Revenue less expenses−$212,456
XI-4 Net assets at start of year$4,472,395
XI-5 Net unrealized gains (losses) on investments$48,405
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,308,344

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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