Civic Intelligence

Operating Engineers Local 17 Training Fund

990 • Fiscal year 2020 • EIN 23-7087500

Jun 01, 2019 to May 31, 2020 • Filed on Oct 02, 2020

2342 Pleasant AveLake View, NY 14085

(716) 627-2311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$3,038,867

Down $42,054 (-1.4%) from 2019

Net Assets

Down

$3,014,313

Down $9,937 (-0.3%) from 2019

Liabilities

Down

$24,554

Down $32,117 (-57%) from 2019

Revenue

Down

$1,212,562

Down $126,001 (-9.4%) from 2019

Expenses

Up

$1,359,948

Up $96,440 (+7.6%) from 2019

Net Income

Down

-$147,386

Down $222,441 (-296%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,622,876Liabilities 2011: $25,545Net Assets 2011: $2,597,3312011Assets 2012: $2,520,464Liabilities 2012: $20,600Net Assets 2012: $2,499,8642012Assets 2013: $2,648,990Liabilities 2013: $32,572Net Assets 2013: $2,616,4182013Assets 2014: $2,582,091Liabilities 2014: $33,371Net Assets 2014: $2,548,7202014Assets 2015: $2,748,809Liabilities 2015: $32,694Net Assets 2015: $2,716,1152015Assets 2016: $2,801,177Liabilities 2016: $20,954Net Assets 2016: $2,780,2232016Assets 2017: $2,763,570Liabilities 2017: $20,886Net Assets 2017: $2,742,6842017Assets 2018: $3,005,010Liabilities 2018: $20,600Net Assets 2018: $2,984,4102018Assets 2019: $3,080,921Liabilities 2019: $56,671Net Assets 2019: $3,024,2502019Assets 2020: $3,495,650Liabilities 2020: $42,332Net Assets 2020: $3,453,3182020Assets 2020: $3,038,867Liabilities 2020: $24,554Net Assets 2020: $3,014,3132020Assets 2021: $3,686,034Liabilities 2021: $60,188Net Assets 2021: $3,625,8462021Assets 2022: $3,804,049Liabilities 2022: $24,369Net Assets 2022: $3,779,6802022Assets 2023: $3,986,551Liabilities 2023: $57,914Net Assets 2023: $3,928,6372023Assets 2024: $4,379,962Liabilities 2024: $28,292Net Assets 2024: $4,351,6702024Assets 2025: $4,929,419Liabilities 2025: $75,157Net Assets 2025: $4,854,2622025

Highlighted filing

2020

Assets$3,038,867
Liabilities$24,554
Net Assets$3,014,313

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,025,8502011Expenses 2012: $1,016,9842012Expenses 2013: $1,017,5582013Revenue 2014: $926,736Expenses 2014: $1,088,866Net Income 2014: -$162,1302014Revenue 2015: $1,202,899Expenses 2015: $1,055,295Net Income 2015: $147,6042015Revenue 2016: $1,209,466Expenses 2016: $1,120,227Net Income 2016: $89,2392016Revenue 2017: $1,009,853Expenses 2017: $1,087,976Net Income 2017: -$78,1232017Revenue 2018: $1,329,465Expenses 2018: $1,096,549Net Income 2018: $232,9162018Revenue 2019: $1,338,563Expenses 2019: $1,263,508Net Income 2019: $75,0552019Revenue 2020: $1,212,561Expenses 2020: $1,359,948Net Income 2020: -$147,3872020Revenue 2020: $1,212,562Expenses 2020: $1,359,948Net Income 2020: -$147,3862020Revenue 2021: $1,458,721Expenses 2021: $1,451,967Net Income 2021: $6,7542021Revenue 2022: $1,724,080Expenses 2022: $1,531,153Net Income 2022: $192,9272022Revenue 2023: $1,782,917Expenses 2023: $1,636,041Net Income 2023: $146,8762023Revenue 2024: $1,858,949Expenses 2024: $1,521,202Net Income 2024: $337,7472024Revenue 2025: $2,314,189Expenses 2025: $1,797,319Net Income 2025: $516,8702025

Highlighted filing

2020

Revenue$1,212,562
Expenses$1,359,948
Net Income-$147,386
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 2, 2020
Return Version
2019v5.0
Gross Receipts
$1,423,464
Mission and Program Overview

Mission

The local 17 training fund provides for the education and training of members.

The operating engineers local 17 training fund provides the education and training of apprentices and members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,024,250$3,014,313▼ $9,937
Land, Buildings, and Equipment, Net$1,681,215$1,572,824▼ $108,391
Investments in Publicly Traded Securities$468,639$489,988▲ $21,349
Cash and Non-Interest-Bearing Accounts$416,708$455,989▲ $39,281
Savings and Temporary Cash Investments$304,187$313,940▲ $9,753
Accounts Receivable$140,205$174,540▲ $34,335
Prepaid Expenses and Deferred Charges$16,100$16,100→ $0
Pledges and Grants Receivable$52,062$8,993▼ $43,069
Inventories for Sale or Use$1,805$6,493▲ $4,688
Total Assets$3,080,921$3,038,867▼ $42,054
Liabilities
Deferred Revenue$21,500$22,100▲ $600
Accounts Payable and Accrued Expenses$35,171$2,454▼ $32,717
Total Liabilities$56,671$24,554▼ $32,117
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,024,250$3,014,313▼ $9,937
Total Liabilities and Net Assets / Fund Balance$3,080,921$3,038,867▼ $42,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$848,562$2,193,170$3,041,732
Buildings$406,275$1,011,432$1,417,707
Land$307,362-$307,362
Other Land Buildings$10,625$49,247$59,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James a Smolinski JrUnion Trst./FT$109,903$83,306$193,209
James a Smolinski JrUnion Trst./adm. Mg.-$109,903$83,306$193,209

Board Members and Trustees

NameTitle
Brian BenchleyEmployer Tru
Douglas MayEmployer Tru
James C LoganEmployer Tru
Michael SalvadoreEmployer Tru
Robert F HillEmployer Tru
Gary SwainUnion Truste
Marty BurchalewskiUnion Truste
Paul HopkinsUnion Truste
William FeketeUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$46,451
Program Service Revenue
$1,096,170
Investment Income
$11,851
Other Revenue
$58,090
Change in Net Assets
$-147,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,207,562
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$26,449
Total Revenue per Audited Statements
$1,234,011
Total Revenue per Form 990
$1,212,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$923,393
Other Expenses$436,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$396,066--$396,066
Pension Plan Contributions$196,264--$196,264
Current Officers, Directors, Trustees, and Key Employees$193,897--$193,897
Depreciation Depletion$154,390--$154,390
Office Expenses$85,699$24,807-$110,506
Other Employee Benefits$90,937--$90,937
Insurance$44,617$4,347-$48,964
Payroll Taxes$46,229--$46,229
Fees for Services Accounting-$31,032-$31,032
Occupancy$28,623--$28,623
Fees for Services Other$12,505--$12,505
Fees for Services Legal-$7,360-$7,360
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Conferences and Meetings$1,877--$1,877
Travel$745--$745
Other Expenses$35,278$275-$275
Total Functional Expenses$1,287,127$72,821$0$1,359,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,359,948
Expenses per Audited Statements$1,354,948
Total Expenses per Audited Statements$1,354,948
Expenses Not Reported on Financial Statements$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Robert f. Hill p.o. Box 410 west seneca, ny 14224 james c. Logan 2660 william street cheektowaga, ny 14227 douglas may 6900 seneca street elma, ny 14059 brian benchley p.o. Box 220 forestville, ny 14062 michael salvadore 1266 townline road alden, ny 14004 william fekete 5959 versailles rd lake view, ny 14085 gary swain 5959 versailles rd lake view, ny 14085 marty burchalewski 5959 versailles rd lake view, ny 14085 paul hopkins 5959 versailles road lake view, ny 14085

Form 990, Page 6, Part VI, Line 11B

Form 990 is provided to each trustee for their review and comment prior to filing.

Form 990, Page 6, Part VI, Line 12C

Issues regarding conflicts of interest are discussed annually by the trustees at scheduled meetings.

Form 990, Page 6, Part VI, Line 15A

The board of trustees is responsible for setting the compensation levels. The board does consist of members of both local 17 and management (appointed by signatory employers through an association), therefore independent persons are involved in the determination of compensation levels.

Form 990, Page 6, Part VI, Line 15B

The administrative manager of the training fund is paid at the same scale as members of local 17, as are the members of local 17 who conduct training courses. The board of trustees is responsible for setting the compensation levels. The board does consist of members of both local 17 and management (appointed by signatory employers through an association), therefore independent persons are involved in the determination of compensation levels.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements are available to members of local 17 upon request.

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 17
EIN
23-7087500
Phone
7166272311
Address
2342 PLEASANT AVE, LAKE VIEW, NY 14085

Signing Officer

Name
James a Smolinski Jr
Title
Union Trst./adm. Mg.
Phone
7166272311
Signed
2020-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James a Smolinski Jr
Formed
1968
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
9
Employees
8

Preparer

Firm
ARCARA ZUCARELLI LENDA & ASSOC CPA'S PC
Address
5214 MAIN ST STE 200, WILLIAMSVILLE, NY 14221
Preparer
David Arcara CPA
Phone
7166342722
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Net asset transfer 111,000 effective may 1, 2019, the international union of operating engineers local 463 ("local 463"), whose jurisdiction was niagara county, new york, merged into the international union of operating engineers local 17 ("local 17"). Subsequent to this merger, the training fund signed a transfer agreement with the upstate new york engineers training fund ("upstate fund") whereby the training fund agreed to provide benefits to the former members of local 463 substantially similar to the benefits that were provided by the upstate fund. In exchange, the upstate fund agreed to transfer certain assets to the training fund as specified in the transfer agreement. In addition, effective april 1, 2020 the training fund will receive contributions from employers signatory to a collective bargaining agreement with local 17 for hours worked in niagara county, new york. In april 2020, the training fund received an initial transfer of 111,000 from the upstate fund under the transfer agreement which is reflected as a transfer of net assets.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america require training fund management to evaluate tax positions taken by the training fund and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the training fund, and has concluded that as of may 31, 2020 there is no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The training fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress. Management believes the training fund is no longer subject to income tax examination for the years prior to may 31, 2017.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING FUND INC. ACTED AS NOMINEE FOR THE TRAINING FUND, HOLDING TITLE TO THE REAL ESTATE USED BY THE TRAINING FUND FOR PROVIDING TRAINING TO ELIGIBLE APPRENTICES AND MEMBERS OF LOCAL 17 AND FROM WHICH THE TRAINING FUND RENTED ITS ADMINISTRATIVE OFFICE SPACE. TRAINING FUND INC. MAINTAINED THE FACILITY AND GROUNDS, COLLECTED RENT, AND PAID ALL EXPENSES RELATING TO THE PROPERTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045392
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025616
IRS990/ProgSrvcAccomActy3Grp/Desc0THE TRAINING FUND RECEIVED GRANTS FROM GOVERNMENTAL AND OTHER AGENCIES WHICH WERE USED TO OFFSET SOME OF THE COSTS OF TEACHING SAFETY AND HEALTH IN REGARD TO HAZARDOUS WASTE REMOVAL, ASBESTOS REMOVAL, CRANE SAFETY, MSHA, EXCAVATION, RADIATION SAFETY, OSHA OUTREACH, FORKLIFT SAFETY, WELDING AND BURNING, HYDRAULIC HAMMER, JOB SITE SAFETY AND DISASTER SITE WORK.
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt026449
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010625
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049247
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05000
IRS990ScheduleD/RevenueSubtotalAmt01207562
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRAINING FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRAINING FUND AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRAINING FUND, AND HAS CONCLUDED THAT AS OF MAY 31, 2020 THERE IS NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRAINING FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. MANAGEMENT BELIEVES THE TRAINING FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO MAY 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01354948
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0LOCAL 17 TRAINING FUND PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE NYS DEPARTMENT OF LABOR WEBSITE. IN GENERAL, THE TRAINING FUND SERVES THE COUNTIES OF ERIE, NIAGARA, CHAUTAUQUA, ORLEANS, WYOMING AND CATTARAUGUS, AND PARTS OF GENESEE COUNTY EXCLUDING BATAVIA.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1LOCAL 17 TRAINING FUND DOES NOT AWARD FINANCIAL ASSISTANCE OR SCHOLARSHIPS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE TRAINING FUND RECEIVED FINANCIAL ASSISTANCE IN THE FORM OF GRANTS FROM THE NEW YORK STATE DEPARTMENT OF LABOR WHICH WERE USED TO OFFSET SOME OF THE COSTS OF TEACHING SAFETY AND HEALTH.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt083306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES A SMOLINSKI JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRST./ADM. MG.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERT F. HILL P.O. BOX 410 WEST SENECA, NY 14224 JAMES C. LOGAN 2660 WILLIAM STREET CHEEKTOWAGA, NY 14227 DOUGLAS MAY 6900 SENECA STREET ELMA, NY 14059 BRIAN BENCHLEY P.O. BOX 220 FORESTVILLE, NY 14062 MICHAEL SALVADORE 1266 TOWNLINE ROAD ALDEN, NY 14004 WILLIAM FEKETE 5959 VERSAILLES RD LAKE VIEW, NY 14085 GARY SWAIN 5959 VERSAILLES RD LAKE VIEW, NY 14085 MARTY BURCHALEWSKI 5959 VERSAILLES RD LAKE VIEW, NY 14085 PAUL HOPKINS 5959 VERSAILLES ROAD LAKE VIEW, NY 14085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO EACH TRUSTEE FOR THEIR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ISSUES REGARDING CONFLICTS OF INTEREST ARE DISCUSSED ANNUALLY BY THE TRUSTEES AT SCHEDULED MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING THE COMPENSATION LEVELS. THE BOARD DOES CONSIST OF MEMBERS OF BOTH LOCAL 17 AND MANAGEMENT (APPOINTED BY SIGNATORY EMPLOYERS THROUGH AN ASSOCIATION), THEREFORE INDEPENDENT PERSONS ARE INVOLVED IN THE DETERMINATION OF COMPENSATION LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ADMINISTRATIVE MANAGER OF THE TRAINING FUND IS PAID AT THE SAME SCALE AS MEMBERS OF LOCAL 17, AS ARE THE MEMBERS OF LOCAL 17 WHO CONDUCT TRAINING COURSES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING THE COMPENSATION LEVELS. THE BOARD DOES CONSIST OF MEMBERS OF BOTH LOCAL 17 AND MANAGEMENT (APPOINTED BY SIGNATORY EMPLOYERS THROUGH AN ASSOCIATION), THEREFORE INDEPENDENT PERSONS ARE INVOLVED IN THE DETERMINATION OF COMPENSATION LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF LOCAL 17 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NET ASSET TRANSFER 111,000 EFFECTIVE MAY 1, 2019, THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 463 ("LOCAL 463"), WHOSE JURISDICTION WAS NIAGARA COUNTY, NEW YORK, MERGED INTO THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 17 ("LOCAL 17"). SUBSEQUENT TO THIS MERGER, THE TRAINING FUND SIGNED A TRANSFER AGREEMENT WITH THE UPSTATE NEW YORK ENGINEERS TRAINING FUND ("UPSTATE FUND") WHEREBY THE TRAINING FUND AGREED TO PROVIDE BENEFITS TO THE FORMER MEMBERS OF LOCAL 463 SUBSTANTIALLY SIMILAR TO THE BENEFITS THAT WERE PROVIDED BY THE UPSTATE FUND. IN EXCHANGE, THE UPSTATE FUND AGREED TO TRANSFER CERTAIN ASSETS TO THE TRAINING FUND AS SPECIFIED IN THE TRANSFER AGREEMENT. IN ADDITION, EFFECTIVE APRIL 1, 2020 THE TRAINING FUND WILL RECEIVE CONTRIBUTIONS FROM EMPLOYERS SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT WITH LOCAL 17 FOR HOURS WORKED IN NIAGARA COUNTY, NEW YORK. IN APRIL 2020, THE TRAINING FUND RECEIVED AN INITIAL TRANSFER OF 111,000 FROM THE UPSTATE FUND UNDER THE TRANSFER AGREEMENT WHICH IS REFLECTED AS A TRANSFER OF NET ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsGrp/BOYAmt03080921

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.08$4.85$2.31$1.80$0.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.03$4.35$1.86$1.52$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.06$3.93$1.78$1.64$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.02$3.78$1.72$1.53$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.06$3.63$1.46$1.45$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.04$3.45$1.21$1.36$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.02$3.01$1.21$1.36$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.06$3.02$1.34$1.26$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.02$2.98$1.33$1.10$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.02$2.74$1.01$1.09$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.02$2.78$1.21$1.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.03$2.72$1.20$1.06$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.55$0.93$1.09$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.03$2.62$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.02$2.50$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.03$2.60$1.03