I U O E Local No 158 Charitable Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 14,157 | 9,760 | 4,397 | 28.5 | — |
| 2012 | 22,932 | 6,632 | 16,300 | 71.5 | — |
| 2013 | 32,265 | 9,035 | 23,230 | 83.3 | — |
| 2014 | 30,504 | 12,250 | 18,254 | 79.3 | — |
| 2015 | 29,515 | 13,025 | 16,490 | 89.8 | — |
| 2016 | 27,875 | 17,675 | 10,200 | 73.1 | — |
| 2017 | 27,918 | 17,265 | 10,653 | 82.2 | — |
| 2018 | 39,984 | 22,225 | 17,759 | 73.5 | — |
| 2019 | 34,039 | 33,875 | 164 | 48.3 | — |
| 2020 | 725 | 15,057 | −14,332 | 97.2 | — |
| 2021 | 43,968 | 31,224 | 12,744 | 51.8 | — |
| 2022 | 33,252 | 75,825 | −42,573 | 14.6 | — |
| 2023 | 30,632 | 80,375 | −49,743 | 6.3 | — |
In its most recent public year (2023), this organization spent $49,743 more than it brought in. Its reserves stood at about 6.3 months of spending, down from 28.5 in 2011.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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