Iuoe Local No 158 Charitable Trust
Nonprofit profile at a glance
- EIN
- 020599792
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2007
- Location
- Glenmont, NY, USA
- Phone
- 5184310600
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $98,328
- Expenses
- $79,806
- Assets
- $70,024
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JONATHAN LANSE (PRESIDENT)
People named in this filing
- JONATHAN LANSE (PRESIDENT)
- DEBORAH SPAULDING (SECRETARY)
- CHRISTINE NASIATKA (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide charitable donations to private and public individuals and organizations for purposes that are beneficial to public interest which include, but are not limited to relief of the poor, distressed and or underprivileged; advancement of education or science; lessening of neighborhood tensions; elimination of prejudice and discrimination; defense of human and civil rights secured by law; and combating community deterioration and juvenile delinquency.
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 100
- Sustainability: 61
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.3%; rating input score 78
- Program expense ratio: 96.4%; rating input score 96
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 18.8%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.88; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 16.3% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 6.2% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: 2.3% per year; rating input score 100; 47th percentile among comparable filings
Details
- Where the money goes: 78.3% of revenue deployed · 96.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $77K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.