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I U O E Local 158 Training Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.66M (2023)

Expenses
$2.53M (2023)

Total Assets
$9.21M (2023)

Total Liabilities
$57.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,660,371
Expenses
$2,532,404
Net Income
$127,967
Net Assets
$9,149,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $179,167
6.7%
Program Services $2,244,217
84.4%
Investment Income $143,691
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $58,144
2.2%
Net Fundraising $0
Sales of Assets $21,576
0.8%
Net Inventory Sales $0
Other Revenue $13,576
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $643,088
25.4%
Assets/Debt
Total Assets $9,206,523
Total Liabilities $57,084
Net Assets $9,149,439
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Director) $123,870 $0 $68,338
Martin Swauger (Training Director) $122,721 $0 $68,338
Matthew Gaida (Training Instructor) $112,046 $0 $66,039
Jonathan Lanse (Chair/Union Trustee) $0 $0 $0
Theron Hogle (Chair/Union Trustee Thru 09/23) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Mike Lyons (Union Trustee Thru 04/23) $0 $0 $0
Grant Malone (Union Trustee) $0 $0 $0
Brian Biche (Union Trustee Eff 09/23) $0 $0 $0
Karl Button (Union Trustee Eff 04/23) $0 $0 $0
Todd Helfrich (Employer Trustee) $0 $0 $0
James Logan (Employer Trustee Thru 12/23) $0 $0 $0
Michael Mastropietro (Employer Trustee) $0 $0 $0
Nickolaus Osinski (Employer Trustee) $0 $0 $0
Tom Keeler (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,116,828
Expenses
$2,409,918
Net Income
-$293,090
Net Assets
$8,914,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,000
1.7%
Program Services $2,072,647
97.9%
Investment Income $112,531
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $51,968
2.5%
Net Fundraising $0
Sales of Assets -$176,805
Net Inventory Sales $0
Other Revenue $21,487
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $600,982
24.9%
Assets/Debt
Total Assets $9,017,637
Total Liabilities $102,725
Net Assets $8,914,912
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Director) $118,837 $0 $68,649
Martin Swauger (Training Director) $112,907 $0 $76,233
John Leeman (Training Director) $105,271 $0 $71,191
Theron Hogle (Chair/Union Trustee) $0 $0 $0
Daniel J Mcgraw (Union Trustee Thru 12/22) $0 $0 $0
Jon Lanse (Union Trustee Eff 12/22) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Mike Lyons (Union Trustee) $0 $0 $0
Grant Malone (Union Trustee) $0 $0 $0
Todd Helfrich (Employer Trustee) $0 $0 $0
James Logan (Employer Trustee) $0 $0 $0
Michael Mastropietro (Employer Trustee) $0 $0 $0
Nickolaus Osinski (Employer Trustee) $0 $0 $0
Tom Keeler (Employer Trustee Eff 11/22) $0 $0 $0
Carley Hill (Employer Trustee Thru 11/22) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,898,773
Expenses
$1,795,419
Net Income
$1,103,354
Net Assets
$9,451,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $645,250
22.3%
Program Services $1,780,965
61.4%
Investment Income $77,323
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,206
1.6%
Net Fundraising $0
Sales of Assets $350,029
12.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $424,393
23.6%
Assets/Debt
Total Assets $9,577,490
Total Liabilities $126,072
Net Assets $9,451,418
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $114,476 $0 $67,166
Theron Hogle (Chair/Union Trustee Eff 4/1/21) $0 $0 $0
Daniel J Mcgraw (Union Trustee) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Mike Lyons (Union Trustee Eff 4/1/21) $0 $0 $0
Grant Malone (Union Trustee Eff 4/1/21) $0 $0 $0
Todd Helfrich (Employer Trustee) $0 $0 $0
James Logan Eff 4121 (Employer Trustee) $0 $0 $0
Michael Mastropietro (Employer Trustee Eff 4/1/21) $0 $0 $0
Nickolaus Osinski (Employer Trustee Eff 4/1/21) $0 $0 $0
Carley Hill (Employer Trustee Eff 4/1/21) $0 $0 $0
Eugene Hallock (Employer Trustee Past 2021) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$769,216
Expenses
$981,672
Net Income
-$212,456
Net Assets
$4,308,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,900
1.0%
Program Services $670,052
87.1%
Investment Income $35,094
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $27,792
3.6%
Net Fundraising $0
Sales of Assets $28,378
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $176,519
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $104,423
10.6%
Assets/Debt
Total Assets $4,406,402
Total Liabilities $98,058
Net Assets $4,308,344
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $111,222 $0 $65,297
Steven Payne (Instructor) $102,980 $0 $63,196
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Employer Trust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$819,568
Expenses
$1,017,161
Net Income
-$197,593
Net Assets
$4,472,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,400
3.3%
Program Services $706,157
86.2%
Investment Income $50,559
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $27,792
3.4%
Net Fundraising $0
Sales of Assets $7,660
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $168,164
16.5%
Professional Fundraising Fees $0
Other Salaries and Wages $112,802
11.1%
Assets/Debt
Total Assets $4,594,968
Total Liabilities $122,573
Net Assets $4,472,395
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $106,163 $0 $62,001
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Employer Trust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$763,176
Expenses
$1,032,861
Net Income
-$269,685
Net Assets
$4,564,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $648,068
84.9%
Investment Income $48,823
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $27,792
3.6%
Net Fundraising $0
Sales of Assets $38,493
5.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $163,113
15.8%
Professional Fundraising Fees $0
Other Salaries and Wages $116,018
11.2%
Assets/Debt
Total Assets $4,589,384
Total Liabilities $24,950
Net Assets $4,564,434
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $103,385 $0 $59,728
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,114,962
Expenses
$949,266
Net Income
$165,696
Net Assets
$4,952,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $215,485
19.3%
Program Services $731,013
65.6%
Investment Income $47,698
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $28,958
2.6%
Net Fundraising $0
Sales of Assets $40,508
3.6%
Net Inventory Sales $0
Other Revenue $51,300
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $157,753
16.6%
Professional Fundraising Fees $0
Other Salaries and Wages $117,027
12.3%
Assets/Debt
Total Assets $5,052,125
Total Liabilities $99,792
Net Assets $4,952,333
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $99,957 $0 $57,796
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Aikens (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$818,902
Expenses
$856,716
Net Income
-$37,814
Net Assets
$4,728,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $697,965
85.2%
Investment Income $58,581
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $68,950
8.4%
Net Fundraising $0
Sales of Assets -$7,622
Net Inventory Sales $0
Other Revenue $1,028
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $154,741
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $108,111
12.6%
Assets/Debt
Total Assets $4,764,074
Total Liabilities $35,194
Net Assets $4,728,880
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $97,476 $0 $57,265
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Aikens Eff 12016 (Union Trustee) $0 $0 $0
Robert Jones To 12016 (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$982,139
Expenses
$797,934
Net Income
$184,205
Net Assets
$4,696,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,500
1.6%
Program Services $843,425
85.9%
Investment Income $56,571
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,167
1.2%
Net Fundraising $0
Sales of Assets $54,476
5.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $149,509
18.7%
Professional Fundraising Fees $0
Other Salaries and Wages $104,367
13.1%
Assets/Debt
Total Assets $4,779,810
Total Liabilities $83,392
Net Assets $4,696,418
Compensation
Key Employees and Officers Compensation Related Other
William F Gray Iv (Training Dir) $94,074 $0 $55,435
Daniel J Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Jones (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,035,499
Expenses
$675,240
Net Income
$360,259
Net Assets
$4,632,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $928,679
89.7%
Investment Income $43,637
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,167
1.2%
Net Fundraising $0
Sales of Assets $37,360
3.6%
Net Inventory Sales $0
Other Revenue $13,656
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $142,022
21.0%
Professional Fundraising Fees $0
Other Salaries and Wages $98,400
14.6%
Assets/Debt
Total Assets $4,726,119
Total Liabilities $93,319
Net Assets $4,632,800
Compensation
Key Employees and Officers Compensation Related Other
William Gray (Training Dir) $89,191 $0 $52,831
Daniel Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Jones (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,065,309
Expenses
$579,563
Net Income
$485,746
Net Assets
$4,318,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $977,691
91.8%
Investment Income $16,434
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,167
1.1%
Net Fundraising $0
Sales of Assets $59,017
5.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $137,047
23.6%
Professional Fundraising Fees $0
Other Salaries and Wages $83,292
14.4%
Assets/Debt
Total Assets $4,422,191
Total Liabilities $103,660
Net Assets $4,318,531
Compensation
Key Employees and Officers Compensation Related Other
William Gray (Training Dir) $87,014 $0 $50,033
Daniel Mcgraw (Chair/Un Tr) $0 $0 $0
Robert Jones (Union Trustee) $0 $0 $0
Eugene Hallock (Employer Trust) $0 $0 $0
Todd Helfrich (Em Ployer T Rust) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$884,437
Expenses
$623,106
Net Income
$261,331
Net Assets
$3,857,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $860,087
97.2%
Investment Income $10,076
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,167
1.4%
Net Fundraising $0
Sales of Assets $2,107
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,837
19.9%
Professional Fundraising Fees $0
Other Salaries and Wages $77,035
12.4%
Assets/Debt
Total Assets $3,975,246
Total Liabilities $117,838
Net Assets $3,857,408

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$889,726
Expenses
$629,583
Net Income
$260,143
Net Assets
$3,585,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $863,015
97.0%
Investment Income $10,231
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,505
1.3%
Net Fundraising $0
Sales of Assets $4,975
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $173,450
27.5%
Assets/Debt
Total Assets $3,722,890
Total Liabilities $137,828
Net Assets $3,585,062

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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