I U O E Local 158 Training Fund
I U O E Local 158 Training Fund: Stable Finances, High Program Spending
EIN: 222549231 · Cicero, NY · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $4.9M |
| Total Expenses | $2.5M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $0 |
| Net Assets | $9.1M |
| Transparency Score | 85/100 |
Is I U O E Local 158 Training Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
I U O E Local 158 Training Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About I U O E Local 158 Training Fund
I U O E Local 158 Training Fund (EIN: 222549231) is a nonprofit organization based in Cicero, NY. The organization reported total revenue of $4.9M and total assets of $10.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of I U O E Local 158 Training Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
I U O E Local 158 Training Fund is a mid-size nonprofit that has been operating for 42 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.7M |
| Total Expenses | $2.5M |
| Surplus / Deficit | +$128K |
| Total Assets | $9.2M |
| Total Liabilities | $57K |
| Net Assets | $9.1M |
| Operating Margin | 4.8% |
| Debt-to-Asset Ratio | 0.6% |
| Months of Reserves | 43.6 months |
Financial Health Grade: A
In 2023, I U O E Local 158 Training Fund reported a surplus of $128K with revenue exceeding expenses, holds 43.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.6% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), I U O E Local 158 Training Fund's revenue has grown at a compound annual growth rate (CAGR) of 9.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +25.7% | +5.1% | +2.1% |
| 2022 | -27.0% | +34.2% | -5.8% |
| 2021 | +276.8% | +82.9% | +117.4% |
| 2020 | -6.1% | -3.5% | -4.1% |
| 2019 | +7.4% | -1.5% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1984 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates I U O E Local 158 Training Fund with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, I U O E Local 158 Training Fund allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $128K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.6%.
Executive Compensation Analysis
Executive compensation is reported as $0 across all available filings, suggesting a volunteer-led or externally compensated leadership structure.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for I U O E Local 158 Training Fund:
- Consistently high program spending, with 90% of expenses dedicated to programs in recent years.
- Healthy asset base of over $10 million, providing financial stability.
- Consistent revenue streams, with total revenue of $4,947,386 in the most recent filing.
- Low administrative and fundraising costs, indicating efficient operations.
Frequently Asked Questions about I U O E Local 158 Training Fund
Is I U O E Local 158 Training Fund a legitimate charity?
I U O E Local 158 Training Fund (EIN: 222549231) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $4.9M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does I U O E Local 158 Training Fund spend its money?
I U O E Local 158 Training Fund directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to I U O E Local 158 Training Fund tax-deductible?
I U O E Local 158 Training Fund is registered as a tax-exempt nonprofit (EIN: 222549231). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the I U O E Local 158 Training Fund CEO make?
I U O E Local 158 Training Fund's highest-compensated officer earns $0 annually. The organization reported $4.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of I U O E Local 158 Training Fund's spending goes to programs?
I U O E Local 158 Training Fund directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is I U O E Local 158 Training Fund located?
I U O E Local 158 Training Fund is headquartered in Cicero, New York and files with the IRS under EIN 222549231.
How many years of IRS 990 filings does I U O E Local 158 Training Fund have?
I U O E Local 158 Training Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.9M in total revenue.
What does I U O E Local 158 Training Fund do?
I U O E Local 158 Training Fund is a nonprofit organization in the Unknown sector, located in Cicero, New York. It is classified under NTEE code Unknown.
How much revenue does I U O E Local 158 Training Fund have?
I U O E Local 158 Training Fund reported total revenue of $4,947,386. Based on 13 IRS 990 filings on record.
What are I U O E Local 158 Training Fund's total assets?
I U O E Local 158 Training Fund holds total assets of $10,290,126 as reported in IRS 990 filings.
Where is I U O E Local 158 Training Fund located?
I U O E Local 158 Training Fund is based in Cicero, New York.
What is I U O E Local 158 Training Fund's EIN?
I U O E Local 158 Training Fund's Employer Identification Number (EIN) is 222549231. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is I U O E Local 158 Training Fund?
I U O E Local 158 Training Fund is classified under NTEE code Unknown (Unknown).
Is I U O E Local 158 Training Fund a registered 501(c)(3)?
I U O E Local 158 Training Fund appears in IRS records (EIN: 222549231). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does I U O E Local 158 Training Fund file IRS Form 990?
Yes, I U O E Local 158 Training Fund has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was I U O E Local 158 Training Fund's revenue in 2023?
In the 202312 filing period, I U O E Local 158 Training Fund reported total revenue of $2,660,371, total expenses of $2,532,404, and net assets of $9,206,523.
Is I U O E Local 158 Training Fund's revenue growing or declining?
I U O E Local 158 Training Fund's revenue is growing. Revenue went from $2,116,828 (202212) to $2,660,371 (202312), a +25.7% change. Based on 13 filings on record.
What is I U O E Local 158 Training Fund's most recent 990 filing?
The most recent IRS Form 990 filing for I U O E Local 158 Training Fund covers tax period 202312. It shows revenue of $2,660,371, expenses of $2,532,404, total assets of $9,206,523, and liabilities of $57,084.
How much does I U O E Local 158 Training Fund spend on programs vs administration?
Based on IRS 990 analysis, I U O E Local 158 Training Fund allocates approximately 90% of expenses to program services, 5% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is I U O E Local 158 Training Fund a trustworthy charity?
Based on AI analysis of IRS 990 data, I U O E Local 158 Training Fund appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 4 strengths noted.
What are I U O E Local 158 Training Fund's strengths?
Positive indicators for I U O E Local 158 Training Fund include: Consistently high program spending, with 90% of expenses dedicated to programs in recent years.. Healthy asset base of over $10 million, providing financial stability.. Consistent revenue streams, with total revenue of $4,947,386 in the most recent filing.. Low administrative and fundraising costs, indicating efficient operations.. These findings are derived from AI analysis of the organization's financial filings.
How does I U O E Local 158 Training Fund compensate executives?
Executive compensation is reported as $0 across all available filings, suggesting a volunteer-led or externally compensated leadership structure. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the reported $0 executive compensation, how are key leadership roles compensated or structured to ensure effective oversight and management of the training fund?
The 990 filings consistently report $0 for officer, director, trustee, and key employee compensation. This could indicate that leadership roles are filled by volunteers, compensated by an affiliated entity (e.g., the union itself), or that the training fund operates with a lean, non-salaried leadership model, relying on other staff for day-to-day operations.
Filing History
IRS 990 filing history for I U O E Local 158 Training Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), I U O E Local 158 Training Fund's revenue has grown by 199%, moving from $890K to $2.7M. Total assets increased by 147.3% over the same period, from $3.7M to $9.2M. Total functional expenses rose by 302.2%, from $630K to $2.5M. In its most recent filing year (2023), I U O E Local 158 Training Fund reported a surplus of $128K, with revenue exceeding expenses. The organization holds $57K in liabilities against $9.2M in assets (debt-to-asset ratio: 0.6%), resulting in net assets of $9.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.7M | $2.5M | $9.2M | $57K | — | View 990 |
| 2022 | $2.1M | $2.4M | $9.0M | $103K | — | View 990 |
| 2021 | $2.9M | $1.8M | $9.6M | $126K | — | View 990 |
| 2020 | $769K | $982K | $4.4M | $98K | — | View 990 |
| 2019 | $820K | $1.0M | $4.6M | $123K | — | View 990 |
| 2018 | $763K | $1.0M | $4.6M | $25K | — | View 990 |
| 2017 | $1.1M | $949K | $5.1M | $100K | — | View 990 |
| 2016 | $819K | $857K | $4.8M | $35K | — | View 990 |
| 2015 | $982K | $798K | $4.8M | $83K | — | View 990 |
| 2014 | $1.0M | $675K | $4.7M | $93K | — | View 990 |
| 2013 | $1.1M | $580K | $4.4M | $104K | — | View 990 |
| 2012 | $884K | $623K | $4.0M | $118K | — | View 990 |
| 2011 | $890K | $630K | $3.7M | $138K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.7M, expenses of $2.5M, and assets of $9.2M (revenue +25.7% year-over-year).
- 2022: Revenue of $2.1M, expenses of $2.4M, and assets of $9.0M (revenue -27.0% year-over-year).
- 2021: Revenue of $2.9M, expenses of $1.8M, and assets of $9.6M (revenue +276.8% year-over-year).
- 2020: Revenue of $769K, expenses of $982K, and assets of $4.4M (revenue -6.1% year-over-year).
- 2019: Revenue of $820K, expenses of $1.0M, and assets of $4.6M (revenue +7.4% year-over-year).
- 2018: Revenue of $763K, expenses of $1.0M, and assets of $4.6M (revenue -31.6% year-over-year).
- 2017: Revenue of $1.1M, expenses of $949K, and assets of $5.1M (revenue +36.2% year-over-year).
- 2016: Revenue of $819K, expenses of $857K, and assets of $4.8M (revenue -16.6% year-over-year).
- 2015: Revenue of $982K, expenses of $798K, and assets of $4.8M (revenue -5.2% year-over-year).
- 2014: Revenue of $1.0M, expenses of $675K, and assets of $4.7M (revenue -2.8% year-over-year).
- 2013: Revenue of $1.1M, expenses of $580K, and assets of $4.4M (revenue +20.5% year-over-year).
- 2012: Revenue of $884K, expenses of $623K, and assets of $4.0M (revenue -0.6% year-over-year).
- 2011: Revenue of $890K, expenses of $630K, and assets of $3.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for I U O E Local 158 Training Fund:
Data Sources and Methodology
This transparency report for I U O E Local 158 Training Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.