Nonprofit · EIN 14-0768455
UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158
Also known as IUOE LOCAL 158
Tax-exempt · GLENMONT, NY 12077
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $11,536,344 | $6,573,428 | $4,962,916 | $32,667,329 | $661,424 | $32,005,905 |
| December 31, 2024 | 990 | $10,566,072 | $6,649,199 | $3,916,873 | $26,678,329 | $620,033 | $26,058,296 |
| December 31, 2023 | 990 | $7,828,376 | $6,390,184 | $1,438,192 | $22,690,960 | $617,423 | $22,073,537 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,309,234
- Investment income
- $1,215,779
- Net gain from sales of assets
- -$153,780
- Other revenue
- $11,331
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,500
- Compensation of officers, directors and key employees
- $2,057,974
- Other salaries and wages
- $1,367,247
- Salaries, compensation and benefits (total)
- $4,466,399
- Professional fundraising fees
- $0
- Legal fees
- $59,359
- Accounting fees
- $86,739
- Occupancy
- $196,201
- Travel
- $82,542
- Depreciation
- $187,966
Balance sheet and other
- Total assets, start of year
- $26,678,329
- Total assets, end of year
- $32,667,329
- Total liabilities, end of year
- $661,424
- Net assets, end of year
- $32,005,905
- Land, buildings and equipment
- $576,827
- Publicly traded securities
- $27,003,956
- Net assets without donor restrictions
- $32,005,905
- Gross receipts
- $25,425,573
- Employees
- 29
- Volunteers
- 0
- Year formed
- 1945
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN P LANSE | BUS MGR Trustee or director, Officer | 40 | $197,752 | $88,057 |
| GRANT S MALONE | D832 MGR Highest-paid employee | 40 | $170,258 | $82,618 |
| DONALD A SMITH | REC SEC/D545 MGR Trustee or director, Officer | 40 | $163,462 | $80,032 |
| BRIAN F BICHE | GUARD/D106 MGR - EFF 9/25 Officer | 40 | $150,021 | $78,132 |
| THOMAS J BENTON | DIST 106 REP/BUS REP Trustee or director, Officer | 40 | $144,928 | $76,987 |
| ANTHONY M TUBOLINO | DIST 545 REP/BUS REP Trustee or director, Officer | 40 | $144,482 | $76,987 |
| NICHOLAS WEIBEL | DIST 832 REP - EFF 9/25 Trustee or director, Officer | 40 | $144,266 | $76,338 |
| DAVID S WINSOR | BUSINESS REP Highest-paid employee | 40 | $142,314 | $76,450 |
| HOWARD I HALBERSTADT | DIST 832 REP/BUS REP Trustee or director, Officer | 40 | $142,413 | $75,870 |
| JOHN A TARASUK | VICE PRESIDENT/BUS REP Trustee or director, Officer | 40 | $142,064 | $75,870 |
| JOHN J LEEMANN | ORGANIZER Highest-paid employee | 40 | $142,066 | $74,928 |
| TRACY L CONNOLLY | ATTORNEY Highest-paid employee | 40 | $132,126 | $66,047 |
| ROBERT M AIKENS | D106 MGR - THRU 9/25 Highest-paid employee | 40 | $126,630 | $65,340 |
| CHRISTOPHER A MANUS | PRESIDENT/BUS REP - THRU 9/25 Officer | 40 | $104,740 | $59,966 |
| BRIAN JONES | AUDITOR/BUS REP Officer | 40 | $21,336 | $13,971 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD BRINKMAN | CONDUCTOR - THRU 9/25 Officer | 1 | $210 |
| NICHOLAS WEIBEL | TRUSTEE/BUS REP - THRU 9/25 Officer | 1 | $90 |
| ROBERT M AIKENS | FIN SECTY Trustee or director, Officer | 1 | $0 |
| GRANT S MALONE | DIST 832 REP - THRU 9/25 Officer | 1 | $0 |
| JONATHAN P LANSE | PRESIDENT - EFF 9/25 Trustee or director, Officer | 1 | $0 |
| DANIEL DUDLEY | TRUSTEE - EFF 9/25 Officer | 1 | $0 |
| STEPHEN BILLS | CONDUCTOR - EFF 9/25 Officer | 1 | $0 |
| SARAH FERGERSON | TREASURER Trustee or director, Officer | 1 | $0 |
| MATTHEW GAIDA | TRUSTEE Officer | 1 | $0 |
| LESLEY ARMSTRONG | TRUSTEE - THRU 9/25 Officer | 1 | $0 |
| WILLIAM WIGHT | AUDITOR - THRU 9/25 Officer | 1 | $0 |
| ERNEST DEON | TRUSTEE - EFF 9/25 Officer | 1 | $0 |
| GREGORY S TUCKER | AUDITOR - EFF 9/25 Officer | 1 | $0 |
| JORDAN M SMITH | AUDITOR Officer | 1 | $0 |
| WILLIAM GRAY | DIST 106 REP Trustee or director, Officer | 1 | $0 |
| SHAWN DECKER | DIST 545 REP Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN P LANSE | BUS MGR Officer | 40 | $190,408 | $85,412 |
| TRACY L CONNOLLY | ATTORNEY Highest-paid employee | 40 | $181,885 | $84,390 |
| ROBERT M AIKENS | FIN SECTY/D106 MGR Officer | 40 | $165,839 | $79,978 |
| GRANT S MALONE | DIST 832 REP/D832 MGR Officer | 40 | $164,778 | $79,978 |
| MICHAEL P LYONS | LR SPECIALIST Highest-paid employee | 40 | $155,851 | $77,995 |
| KARL BUTTON | REC SEC/D545 MGR - THRU 10/24 Officer | 40 | $153,067 | $72,082 |
| THOMAS J BENTON | DIST 106 REP - EFF 10/24 Officer | 40 | $140,870 | $74,468 |
| ANTHONY M TUBOLINO | DIST 545 REP/BUS REP Officer | 40 | $139,672 | $75,569 |
| DONALD A SMITH | REC SEC/D545 MGR - EFF 10/24 Officer | 40 | $139,649 | $75,417 |
| BRIAN F BICHE | GUARD/ BUS REP Officer | 40 | $139,688 | $74,468 |
| JOHN A TARASUK | VICE PRESIDENT/BUS REP Officer | 40 | $138,916 | $74,468 |
| DARREN M LEACH | BUSINESS REP Highest-paid employee | 40 | $139,410 | $73,550 |
| HOWARD I HALBERSTADT | DIST 832 REP/BUS REP Officer | 40 | $138,636 | $73,623 |
| CHRISTOPHER A MANUS | PRESIDENT/BUS REP - EFF 10/24 Officer | 40 | $137,989 | $73,398 |
| THOMAS J SCHWEIZER | PRESIDENT/BUS REP - THRU 10/24 Officer | 40 | $129,469 | $66,978 |
| NICHOLAS WEIBEL | TRUSTEE/BUS REP Officer | 1 | $66,645 | $42,748 |
| TODD BRINKMAN | CONDUCTOR Officer | 1 | $210 | $0 |
| SHAWN DECKER | DIST 545 REP Officer | 40 | $180 | $0 |
| SALVATORE MITRANO | AUDITOR - THRU 12/24 Officer | 1 | $120 | $0 |
| BRIAN JONES | AUDITOR Officer | 1 | $60 | $0 |
| LESLEY ARMSTRONG | TRUSTEE Officer | 1 | $30 | $0 |
| DONALD A SMITH | TREASURER/BUS REP- THRU 10/24 Officer | 40 | $0 | $0 |
| SARAH FERGERSON | TREASURER - EFF 10/24 Officer | 1 | $0 | $0 |
| MATTHEW GAIDA | TRUSTEE Officer | 1 | $0 | $0 |
| WILLIAM WIGHT | AUDITOR Officer | 1 | $0 | $0 |
| JORDAN M SMITH | AUDITOR - EFF 12/24 Officer | 1 | $0 | $0 |
| CHRISTOPHER A MANUS | DIST 106 REP - THRU 10/24 Officer | 40 | $0 | $0 |
| WILLIAM GRAY | DIST 106 REP Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY L CONNOLLY | ATTORNEY Highest-paid employee | 40 | $182,227 | $83,289 |
| JONATHAN P LANSE | BUS MGR - EFF 3/23 Officer | 40 | $175,925 | $80,883 |
| MICHAEL P LYONS | LR SPECIALIST Highest-paid employee | 40 | $166,088 | $79,088 |
| GRANT S MALONE | DIST 832 REP/MGR Officer | 40 | $159,337 | $77,693 |
| ROBERT M AIKENS | FIN SECTY/ D106 MGR Officer | 40 | $158,913 | $76,552 |
| KARL BUTTON | REC SEC/ D545 MGR - EFF 7/23 Officer | 40 | $150,438 | $74,597 |
| WILLIAM J WALSH JR | BUSINESS REP Highest-paid employee | 40 | $139,373 | $72,082 |
| THOMAS J SCHWEIZER | PRESIDENT/ BUS REP Officer | 40 | $135,911 | $71,952 |
| BRIAN F BICHE | GUARD/ BUS REP Officer | 40 | $133,715 | $71,401 |
| DONALD A SMITH | TREASURER/ BUS REP - EFF 7/23 Officer | 40 | $133,483 | $69,856 |
| PAUL M MCCORMICK | PIPE LINE REP Highest-paid employee | 40 | $132,243 | $70,930 |
| CHRISTOPHER A MANUS | DIST 106 REP Officer | 40 | $132,031 | $70,930 |
| HOWARD I HALBERSTADT | DIST 832 REP - EFF 3/23 Officer | 40 | $132,048 | $70,379 |
| JOHN A TARASUK | VICE PRESIDENT/ BUS REP Officer | 40 | $130,759 | $70,930 |
| ANTHONY M TUBOLINO | DIST 545 REP Officer | 40 | $127,950 | $69,271 |
| THOMAS J BENTON | BUSINESS REP Highest-paid employee | 40 | $127,917 | $68,177 |
| THERON H HOGLE | REC SEC/ D545 MGR - THRU 7/23 Officer | 40 | $108,780 | $52,101 |
| MICHAEL P LYONS | BUS MGR - THRU 3/23 Officer | 40 | $0 | $0 |
| KARL BUTTON | TREASURER/ BUS REP - THRU 7/23 Officer | 40 | $0 | $0 |
| TODD BRINKMAN | CONDUCTOR Officer | 1 | $0 | $0 |
| MATTHEW GAIDA | TRUSTEE Officer | 1 | $0 | $0 |
| LESLEY ARMSTRONG | TRUSTEE Officer | 1 | $0 | $0 |
| NICHOLAS WEIBEL | TRUSTEE Officer | 1 | $0 | $0 |
| RAYMOND MAY | AUDITOR - THRU 12/23 Officer | 1 | $0 | $0 |
| BRIAN JONES | AUDITOR - EFF 12/23 Officer | 1 | $0 | $0 |
| WILLIAM WIGHT | AUDITOR Officer | 1 | $0 | $0 |
| SALVATORE MITRANO | AUDITOR Officer | 1 | $0 | $0 |
| WILLIAM GRAY | DIST 106 REP Officer | 40 | $0 | $0 |
| DONALD A SMITH | DIST 545 REP - THRU 8/23 Officer | 40 | $0 | $0 |
| SHAWN DECKER | DIST 545 REP - EFF 8/23 Officer | 40 | $0 | $0 |
| JONATHAN P LANSE | DIST 832 REP - THRU 3/23 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 27 HANNAY LN, GLENMONT, NY 12077-4807
- Principal officer (990 for 2025)
- JONATHAN P LANSE, 27 HANNAY LANE, GLENMONT, NY 12077
- Signed the 990
- JONATHAN P LANSE, BUSINESS MANAGER
- Phone
- (518) 431-0600
- Website
- WWW.IUOE158.ORG
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.
Program accomplishments
- THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 14-0768455
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $32,667,329
- Income (IRS master file)
- $25,425,573
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $11,536,344 | $6,573,428 | $32,667,329 | XML |
| 990 | December 2024 | $10,566,072 | $6,649,199 | $26,678,329 | XML |
| 990 | December 2023 | $7,828,376 | $6,390,184 | $22,690,960 | XML |
| 990 | December 2022 | $2,708,981 | $6,174,947 | $20,583,186 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-0768455).
Questions about UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158
- What is the EIN of UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158?
- The employer identification number (EIN) of UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 is 14-0768455.
- Is UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1945.
- Are donations to UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158?
- The 990 for the year ended December 31, 2025 names JONATHAN P LANSE.
- Who are the officers and directors of UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158?
- The 990 for the year ended December 31, 2025 lists 31 people; 17 received compensation from the organization, the highest $197,752 (JONATHAN P LANSE, BUS MGR).
- How much revenue does UPSTATE NEW YORK OPERATING ENGINEERS LOCAL 158 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $11,536,344, expenses of $6,573,428 and total assets of $32,667,329 at year end.
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