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← SHEET METAL WRKRS LOCAL UNION NO 17 JOINT APPRNTC & TRAINING TRUST FND

Form 990 for tax year 2023

Filed by SHEET METAL WRKRS LOCAL UNION NO 17 JOINT APPRNTC & TRAINING TRUST FND.

Totals

Total revenue
$4,003,405
Total expenses
$3,836,987
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,764,384
Investment income
$229,889
Other revenue
$9,132
Total assets, end of year
$13,240,470
Total liabilities, end of year
$135,074
Net assets or fund balances, end of year
$13,105,396
Program services expenses (Part IX)
$3,028,854
Management and general expenses
$808,133
Fundraising expenses
$0
Program service expenses (Part III)
$3,028,854

Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $3,764,384 · related or exempt $3,764,384

  • 3 · Investment income

    total $229,889 · excluded $229,889

  • 11a · Other revenue: SALE OF TOOLS

    total $8,632 · related or exempt $8,632

  • 11b · Other revenue: OTHER INCOME

    total $500 · related or exempt $500

  • 11e · Other revenue, total

    $9,132

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $964,410 · program services $964,410

  • 5 · Compensation of officers, directors and key employees

    total $212,378 · management and general $212,378

  • 7 · Other salaries and wages

    total $811,570 · program services $642,615 · management and general $168,955

  • 8 · Pension plan contributions

    total $435,931 · program services $267,127 · management and general $168,804

  • 9 · Other employee benefits

    total $237,733 · program services $140,730 · management and general $97,003

  • 10 · Payroll taxes

    total $80,494 · program services $48,990 · management and general $31,504

  • 11c · Fees: accounting

    total $15,267 · management and general $15,267

  • 11g · Fees: other

    total $15,640 · management and general $15,640

  • 13 · Office expenses

    total $30,629 · program services $16,060 · management and general $14,569

  • 16 · Occupancy

    total $69,363 · program services $69,363

  • 17 · Travel

    total $1,821 · program services $1,821

  • 19 · Conferences, conventions and meetings

    total $16,696 · program services $11,592 · management and general $5,104

  • 22 · Depreciation, depletion and amortization

    total $295,267 · program services $288,309 · management and general $6,958

  • 23 · Insurance

    total $48,165 · program services $46,992 · management and general $1,173

  • 24a · Other expenses: EDUCATION MATERIALS

    total $189,448 · program services $189,448

  • 24b · Other expenses: JOURNEYPERSON SUBSIDY

    total $156,746 · program services $156,746

  • 24c · Other expenses: BUILDING REPAIRS AND MA

    total $53,915 · program services $53,915

  • 24d · Other expenses: PRE-EMPLOYMENT TESTING

    total $48,627 · program services $48,627

  • 24e · All other expenses

    total $152,887 · program services $82,109 · management and general $70,778

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $504,574 · end of year $23,264

  • 2 · Savings and temporary cash investments

    beginning of year $1,737 · end of year $878,959

  • 4 · Accounts receivable

    beginning of year $594,196 · end of year $638,509

  • 7 · Other notes and loans receivable

    beginning of year $276,359

  • 8 · Inventories for sale or use

    beginning of year $19,386 · end of year $15,127

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,543 · end of year $51,659

  • 10a · Land, buildings and equipment: cost or other basis

    $8,944,890

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,894,661

  • 10c · Land, buildings and equipment, net

    beginning of year $5,265,529 · end of year $5,050,229

  • 11 · Investments: publicly traded securities

    beginning of year $727,991 · end of year $828,352

  • 12 · Investments: other securities

    beginning of year $5,129,252 · end of year $5,754,371

  • 17 · Accounts payable and accrued expenses

    beginning of year $120,575 · end of year $135,074

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $12,417,992 · end of year $13,105,396

Mission and programs · 2023

Mission

NONE

Activities or mission (Part I)

TO EDUCATE APPRENTICES TO BECOME DULY QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.

  • THE EDUCATION OF APPRENTICES TO BECOME QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.

    Expenses $3,028,854 · Revenue $3,773,516

As filed on the 2023 return.

Listed in Part VII

  • KEVIN GILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • JAMES MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • BARRY DWYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • ROBERT BUTLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • MICHAEL BURNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • RICHARD KEOGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • JOHN MARTIN

    ADMINISTRATOR

    Total calculated
    $340,060
    From this org
    $209,735
    From related orgs
    $0
    Other
    $130,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,735
    Bonus
    $0
    Other
    $0
    Deferred
    $92,595
    Nontaxable benefits
    $37,730
    Filer's total
    $340,060

  • DANIEL FLYNN

    INSTRUCTOR

    Total calculated
    $196,423
    From this org
    $146,154
    From related orgs
    $0
    Other
    $50,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,154
    Bonus
    $0
    Other
    $0
    Deferred
    $34,853
    Nontaxable benefits
    $15,416
    Filer's total
    $196,423

  • BARRY RYAN

    INSTRUCTOR

    Total calculated
    $273,216
    From this org
    $153,283
    From related orgs
    $0
    Other
    $119,933
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,283
    Bonus
    $0
    Other
    $0
    Deferred
    $83,541
    Nontaxable benefits
    $36,392
    Filer's total
    $273,216

  • MARC LAMONICA

    INSTRUCTOR

    Total calculated
    $264,536
    From this org
    $144,962
    From related orgs
    $0
    Other
    $119,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,962
    Bonus
    $0
    Other
    $0
    Deferred
    $82,694
    Nontaxable benefits
    $36,880
    Filer's total
    $264,536

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 March 2025
IRS schema version
2023v6.0
Source object
202510709349301511

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