Operating Engineers Local 17 Training Fund FY2021 filing

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The Operating Engineers Local 17 Training Fund provides the education and Training of apprentices and members.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$117K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $240K a year · 13% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$117K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $840K in investments, Pt X · Ln 11–13
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$60K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
Spent
$1.5M
To programs
94%
Net assets
$3.6M
By yearFY2021–FY2025
Revenue
$1.5M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.5M
FY2022$1.7M
FY2023$1.8M
FY2024$1.9M
FY2025$2.3M
Expenses
$1.5M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.5M
FY2022$1.5M
FY2023$1.6M
FY2024$1.5M
FY2025$1.8M
Net assets
$3.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$3.6M
FY2022$3.8M
FY2023$3.9M
FY2024$4.4M
FY2025$4.9M

From the FY2021 Form 990 (year ending May 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1970.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $1.4M Management & general 6% · $86K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $117K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$116,528Pt VII · Sec A
Employer Tru
$0Pt VII · Sec A
Union Truste
$0Pt VII · Sec A
Union Truste
$0Pt VII · Sec A
Employer Tru
$0Pt VII · Sec A
Union Truste
$0Pt VII · Sec A
Employer Tru
$0Pt VII · Sec A
Employer Tru
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
James a Smolinski JR$123,702$121,702$120,050$117,955$116,528
Matthew Weldon$110,536————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Operating Engineers Local 17 Training Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains apprentices and members for skilled trades.

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3 programs · $1.4M · in their own filed words · FY2020
01

Local 17 training fund held training courses for apprentices during the fiscal year, and also provided courses to other members of local 17 to enhance their skills, improve safety education, and CERTIFY/RECERTIFY members in necessary areas.

$1.3Mprogram expense
02

Training 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.

$72Kprogram expense
03

The 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…

$31Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$53K
Other incomeLn 4–11$48K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.4M
Managementcol C$86K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$575K
Total assetsLn 16$3.7M
LiabilitiesLn 26$60K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$33K
Government grantsLn 1e$33K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$53K
Other incomeLn 4–11$48K
Gains on assetsLn 7$43K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$467K
SavingsLn 2$108K
Cash and savings togetherLn 1–2$575K
Pledges and grants receivableLn 3$33K
Accounts receivableLn 4$173K
Inventories for sale or useLn 8$2K
Prepaid expenses and deferred chargesLn 9$16K
Land, buildings, equipmentLn 10c$2.0M
InvestmentsLn 11–13$840K
Total assetsLn 16$3.7M
LiabilitiesLn 26$60K
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 57
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$770K$575K
InvestmentsLn 11–13$490K$840K
Land, buildings, equipmentLn 10c$1.9M$2.0M
Total assetsLn 16$3.5M$3.7M
LiabilitiesLn 26$42K$60K
Net assetsLn 32$3.5M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$198K$198K
Other salaries and wagesLn 7$405K$405K
Pension plan contributionsLn 8$205K$205K
Other employee benefitsLn 9$96K$96K
Payroll taxesLn 10$49K$49K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$35K$35K
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$4K$4K
Office expensesLn 13$127K$98K$29K
OccupancyLn 16$45K$45K
TravelLn 17$330$330
Conferences, conventions and meetingsLn 19$155$155
Depreciation, depletion and amortizationLn 22$175K$175K
InsuranceLn 23$50K$45K$4K
Other expenses (24a–d)Ln 24$46K$46K$275
Total functional expensesLn 25$1.5M$1.4M$86K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Oct 9, 2025 $2.3M$1.8M$517K$4.9M 990 PDF
FY2024Filed with the IRS Oct 8, 2024 $1.9M$1.5M$338K$4.4M 990 PDF
FY2023Filed with the IRS Oct 2, 2023 $1.8M$1.6M$147K$3.9M 990 PDF
FY2022Filed with the IRS Dec 12, 2022 $1.7M$1.5M$193K$3.8M 990 PDF
FY2021 ViewingFiled with the IRS Oct 7, 2021 $1.5M$1.5M$7K$3.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,458,721 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $46,451$32,734
I-9 Program service revenuePrior year $1,096,170$1,324,883
I-10 Investment incomePrior year $11,851$53,054
I-11 Other revenuePrior year $58,089$48,050
I-12 Total revenuePrior year $1,212,561$1,458,721
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $923,394$953,686
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $436,554$498,281
I-18 Total expensesPrior year $1,359,948$1,451,967
I-19 Revenue less expensesPrior year −$147,387$6,754
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,458,721 across 8 lines filed
Lines not itemized here account for $1,834 of total revenue; see the IRS return.
VIII-1e Government grants$32,734
VIII-1h Total contributions, gifts and grants$32,734
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,324,883$1,324,883
VIII-3 Investment incomeExcluded from tax $9,830$9,830
VIII-6 Net rental income or lossExcluded from tax $24,781$24,781
VIII-7 Net gain or loss on sales of assetsExcluded from tax $43,224$43,224
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $21,435$21,435
VIII-12 Total revenueRelated to mission $1,347,644 · Excluded from tax $78,343$1,458,721
Part IX · Statement of functional expenses $1,451,967 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $197,996$197,996
IX-7 Other salaries and wagesPrograms $404,913$404,913
IX-8 Pension plan contributionsPrograms $204,984$204,984
IX-9 Other employee benefitsPrograms $96,366$96,366
IX-10 Payroll taxesPrograms $49,427$49,427
IX-11b Legal feesManagement $11,705$11,705
IX-11c Accounting feesManagement $34,953$34,953
IX-11f Investment management feesManagement $5,221$5,221
IX-11g Other fees for servicesPrograms $3,597$3,597
IX-13 Office expensesPrograms $98,313 · Management $29,171$127,484
IX-16 OccupancyPrograms $44,649$44,649
IX-17 TravelPrograms $330$330
IX-19 Conferences, conventions and meetingsPrograms $155$155
IX-22 Depreciation, depletion and amortizationPrograms $174,737$174,737
IX-23 InsurancePrograms $45,410 · Management $4,200$49,610
IX-24 Other expenses (24a–d)Programs $45,565 · Management $275$45,840
IX-25 Total functional expensesPrograms $1,366,442 · Management $85,525 · Fundraising $0$1,451,967
Part X · Balance sheet $3,686,034 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $455,989$466,743
X-2 Savings and temporary cash investmentsStart of year $313,940$108,268
X-3 Pledges and grants receivableStart of year $8,993$32,734
X-4 Accounts receivableStart of year $183,539$172,652
X-8 Inventories for sale or useStart of year $6,493$2,240
X-9 Prepaid expenses and deferred chargesStart of year $26,144$16,100
X-10c Land, buildings and equipment, netStart of year $1,909,903$2,046,904
X-11 Publicly traded securitiesStart of year $489,988$636,178
X-12 Other securities$204,215
X-16 Total assetsStart of year $3,495,650$3,686,034
X-17 Accounts payable and accrued expensesStart of year $20,232$37,741
X-19 Deferred revenueStart of year $22,100$22,447
X-26 Total liabilitiesStart of year $42,332$60,188
X-31 Retained earnings or endowmentStart of year $3,453,318$3,625,846
X-32 Total net assets or fund balancesStart of year $3,453,318$3,625,846
X-33 Total liabilities and net assetsStart of year $3,495,650$3,686,034
Part XI · Reconciliation of net assets $3,625,846 net assets at year end
XI-1 Total revenue$1,458,721
XI-2 Total expenses$1,451,967
XI-3 Revenue less expenses$6,754
XI-4 Net assets at start of year$3,453,318
XI-5 Net unrealized gains (losses) on investments$103,324
XI-9 Other changes in net assets$62,450
XI-10 Net assets at end of year$3,625,846

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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