Civic Intelligence

Worcester County Bar Association

EIN 04-3009711 • 501(c)6 • Worcester, MA

Profile

Legal aid, promote admin of justice and science of jurisprudence

370 Main Street - Suite 975Worcester, MA 01608

worcestercountybar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.19x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.32x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

26th percentile

-5.2%

Higher net margin than 26% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

18th percentile

-7.9%

Faster revenue growth than 18% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Up

$592,850

Up $10,987 (+1.9%) from 2024

Liabilities

Up

$110,532

Up $28,792 (+35%) from 2024

Net Assets

Down

$482,318

Down $17,805 (-3.6%) from 2024

Revenue

Down

$344,019

Down $35,364 (-9.3%) from 2024

Expenses

Up

$361,824

Up $41,522 (+13%) from 2024

Net Income

Down

-$17,805

Down $76,886 (-130%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $351,650Liabilities 2011: $78,195Net Assets 2011: $273,4552011Assets 2012: $311,488Liabilities 2012: $48,690Net Assets 2012: $262,7982012Assets 2013: $349,139Liabilities 2013: $73,980Net Assets 2013: $275,1592013Assets 2014: $362,999Liabilities 2014: $81,620Net Assets 2014: $281,3792014Assets 2015: $353,268Liabilities 2015: $75,495Net Assets 2015: $277,7732015Assets 2016: $340,228Liabilities 2016: $74,524Net Assets 2016: $265,7042016Assets 2017: $374,612Liabilities 2017: $84,256Net Assets 2017: $290,3562017Assets 2018: $422,734Liabilities 2018: $100,215Net Assets 2018: $322,5192018Assets 2019: $363,388Liabilities 2019: $8,455Net Assets 2019: $354,9332019Assets 2020: $360,458Liabilities 2020: $9,575Net Assets 2020: $350,8832020Assets 2021: $365,302Liabilities 2021: $9,755Net Assets 2021: $355,5472021Assets 2022: $357,904Liabilities 2022: $6,440Net Assets 2022: $351,4642022Assets 2023: $527,002Liabilities 2023: $85,961Net Assets 2023: $441,0412023Assets 2024: $581,863Liabilities 2024: $81,740Net Assets 2024: $500,1232024Assets 2025: $592,850Liabilities 2025: $110,532Net Assets 2025: $482,3182025

Highlighted filing

2025

Assets$592,850
Liabilities$110,532
Net Assets$482,318

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $284,841Expenses 2011: $289,156Net Income 2011: -$4,3152011Revenue 2012: $293,865Expenses 2012: $304,522Net Income 2012: -$10,6572012Revenue 2013: $300,047Expenses 2013: $287,686Net Income 2013: $12,3612013Revenue 2014: $288,501Expenses 2014: $282,281Net Income 2014: $6,2202014Revenue 2015: $275,656Expenses 2015: $279,262Net Income 2015: -$3,6062015Revenue 2016: $268,809Expenses 2016: $280,878Net Income 2016: -$12,0692016Revenue 2017: $296,882Expenses 2017: $272,230Net Income 2017: $24,6522017Revenue 2018: $310,343Expenses 2018: $278,180Net Income 2018: $32,1632018Revenue 2019: $326,232Expenses 2019: $293,818Net Income 2019: $32,4142019Revenue 2020: $254,667Expenses 2020: $258,717Net Income 2020: -$4,0502020Revenue 2021: $266,128Expenses 2021: $261,464Net Income 2021: $4,6642021Revenue 2022: $272,927Expenses 2022: $277,010Net Income 2022: -$4,0832022Revenue 2023: $405,208Expenses 2023: $315,631Net Income 2023: $89,5772023Revenue 2024: $379,383Expenses 2024: $320,302Net Income 2024: $59,0812024Revenue 2025: $344,019Expenses 2025: $361,824Net Income 2025: -$17,8052025

Highlighted filing

2025

Revenue$344,019
Expenses$361,824
Net Income-$17,805

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.93$1.11$4.82$3.44$3.62$0.18
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.82$5.00$3.79$3.20$0.59
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.86$4.41$4.05$3.16$0.90
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.06$3.51$2.73$2.77$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.10$3.56$2.66$2.61$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.10$3.51$2.55$2.59$0.04
2019Summary only. Only limited summary data is available for this year.$3.63$0.08$3.55$3.26$2.94$0.32
2018Summary only. Only limited summary data is available for this year.$4.23$1.00$3.23$3.10$2.78$0.32
2017Summary only. Only limited summary data is available for this year.$3.75$0.84$2.90$2.97$2.72$0.25
2016Summary only. Only limited summary data is available for this year.$3.40$0.75$2.66$2.69$2.81$0.12
2015Summary only. Only limited summary data is available for this year.$3.53$0.75$2.78$2.76$2.79$0.04
2014Summary only. Only limited summary data is available for this year.$3.63$0.82$2.81$2.89$2.82$0.06
2013Summary only. Only limited summary data is available for this year.$3.49$0.74$2.75$3.00$2.88$0.12
2012Summary only. Only limited summary data is available for this year.$3.11$0.49$2.63$2.94$3.05$0.11
2011Summary only. Only limited summary data is available for this year.$3.52$0.78$2.73$2.85$2.89$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 26, 2026
Return Version
2024v5.0
Gross Receipts
$344,019
Mission and Program Overview

Mission

Legal aid, promote admin of justice and science of jurisprudence

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$116,927$330,333▲ $213,406
Savings and Temporary Cash Investments$139,104$139,175▲ $71
Cash and Non-Interest-Bearing Accounts$222,186$103,968▼ $118,218
Intangible Assets$35,852$18,643▼ $17,209
Land, Buildings, and Equipment, Net$332$731▲ $399
Prepaid Expenses and Deferred Charges$500--
Total Assets$581,863$592,850▲ $10,987
Other Assets Total$66,962--
Liabilities
Deferred Revenue$38,215$84,751▲ $46,536
Other Liabilities$38,525$20,781▼ $17,744
Accounts Payable and Accrued Expenses$5,000$5,000→ $0
Total Liabilities$81,740$110,532▲ $28,792
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$500,123$482,318▼ $17,805
Total Net Assets Fund Balance$500,123$482,318▼ $17,805
Total Liabilities and Net Assets / Fund Balance$581,863$592,850▲ $10,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$731$29,716$30,447
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephen AltobelliExecutive DiFT$120,004$120,004

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,228
Program Service Revenue
$306,281
Investment Income
$27,717
Other Revenue
$3,793
All Other Contributions
$6,228
Change in Net Assets
$-17,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$224,992
Other Expenses$136,832
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$71,287$58,203-$129,490
Current Officers, Directors, Trustees, and Key Employees-$77,917-$77,917
All Other Expenses$-20,409$41,413-$21,004
Payroll Taxes$6,079$11,506-$17,585
Other Expenses$4,302$11,096-$11,096
Fees for Services Accounting-$3,689-$3,689
Interest$572$1,716-$2,288
Depreciation Depletion$66$331-$397
Total Functional Expenses$143,046$218,778$0$361,824
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$20,781
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Maura j. Tansley 27 mechanic street, suite 201 worcester, ma 01609 kanchana n. Fernando 225 main street, sute g301 worcester, ma 01608 john a. Shea 100 front street worcester, ma 01608 ryan p. Avery 1500 west park drive, suite 220 westborough, ma 01581 andrew bartholomew 339 main street, suite 300 worcester, ma 01608 james c. Bradbury 1078 main street holden, ma 01520 richard farrell 47 harvard street worcester, ma 01609 lyonel jean-pierre 370 main street, 2nd floor worcester, ma 01608 mark twombly lee 221 main street oxford, ma 01540 john j. Mcmaster 9 monroe street northborough, ma 01532 nathan morse 225 main street worcester, ma 01608 ellen o'connor 15 monument square, suite 225 leominster, ma 01453 kevin powers po box 1212 mansfield, ma 02048 courtney price 25 school street leominster, ma 01453 padraic rafferty 225 main street worcester, ma 01608 morgan russell 44 central street, suite 5 berlin, ma 01503 raquel thomas 5 brussels street, bldg a worcester, ma 01610 jorge villali 225 main street worcester, ma 01608 philip wojtanowski 225 main street worcester, ma 01608

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

No review was or will be conducted.

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

The salary of the executive director is submitted to the organization's finance committee as part of the propsed budget for the following year. The finance committee reviews and then submits to the executive committee of the organization their recommendations for the following year. The exeuctive committee must approve all recommendations put forward by the finance committee. Comparable salary data is reviewed from time to time through a publication of the american bar association that lists salaries and benefits of executive directors of bar associations throughout the country.

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

Comparable salary data is reviewed from time to time through a publication of the american bar association that lists salaries and benefits of executive directors of bar associations throughout the country.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Worcester County Bar Association
EIN
04-3009711
Phone
5087521311
Address
370 MAIN STREET - SUITE 975, WORCESTER, MA 01608

Signing Officer

Name
John a Shea
Title
Secretary/treasurer
Phone
5087521311
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Altobelli
Formed
1887
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
4

Preparer

Firm
John T Andrews CPA Pc
Address
45 STERLING ST STE 3, WEST BOYLSTON, MA 01583-1201
Preparer
John T Andrews CPA
Phone
7742614000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

BOARD

Form 990, Page 2, Part III, Line 4D

Lawyer referral service enables members of the community to have legal questions or problems answered or to be referred to legal counsel.

Form 990, Part XI, Line 9

ROUNDING 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LAWYER REFERRAL SERVICE ENABLES MEMBERS OF THE COMMUNITY TO HAVE LEGAL QUESTIONS OR PROBLEMS ANSWERED OR TO BE REFERRED TO LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MAURA J. TANSLEY 27 MECHANIC STREET, SUITE 201 WORCESTER, MA 01609 KANCHANA N. FERNANDO 225 MAIN STREET, SUTE G301 WORCESTER, MA 01608 JOHN A. SHEA 100 FRONT STREET WORCESTER, MA 01608 RYAN P. AVERY 1500 WEST PARK DRIVE, SUITE 220 WESTBOROUGH, MA 01581 ANDREW BARTHOLOMEW 339 MAIN STREET, SUITE 300 WORCESTER, MA 01608 JAMES C. BRADBURY 1078 MAIN STREET HOLDEN, MA 01520 RICHARD FARRELL 47 HARVARD STREET WORCESTER, MA 01609 LYONEL JEAN-PIERRE 370 MAIN STREET, 2ND FLOOR WORCESTER, MA 01608 MARK TWOMBLY LEE 221 MAIN STREET OXFORD, MA 01540 JOHN J. MCMASTER 9 MONROE STREET NORTHBOROUGH, MA 01532 NATHAN MORSE 225 MAIN STREET WORCESTER, MA 01608 ELLEN O'CONNOR 15 MONUMENT SQUARE, SUITE 225 LEOMINSTER, MA 01453 KEVIN POWERS PO BOX 1212 MANSFIELD, MA 02048 COURTNEY PRICE 25 SCHOOL STREET LEOMINSTER, MA 01453 PADRAIC RAFFERTY 225 MAIN STREET WORCESTER, MA 01608 MORGAN RUSSELL 44 CENTRAL STREET, SUITE 5 BERLIN, MA 01503 RAQUEL THOMAS 5 BRUSSELS STREET, BLDG A WORCESTER, MA 01610 JORGE VILLALI 225 MAIN STREET WORCESTER, MA 01608 PHILIP WOJTANOWSKI 225 MAIN STREET WORCESTER, MA 01608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SALARY OF THE EXECUTIVE DIRECTOR IS SUBMITTED TO THE ORGANIZATION'S FINANCE COMMITTEE AS PART OF THE PROPSED BUDGET FOR THE FOLLOWING YEAR. THE FINANCE COMMITTEE REVIEWS AND THEN SUBMITS TO THE EXECUTIVE COMMITTEE OF THE ORGANIZATION THEIR RECOMMENDATIONS FOR THE FOLLOWING YEAR. THE EXEUCTIVE COMMITTEE MUST APPROVE ALL RECOMMENDATIONS PUT FORWARD BY THE FINANCE COMMITTEE. COMPARABLE SALARY DATA IS REVIEWED FROM TIME TO TIME THROUGH A PUBLICATION OF THE AMERICAN BAR ASSOCIATION THAT LISTS SALARIES AND BENEFITS OF EXECUTIVE DIRECTORS OF BAR ASSOCIATIONS THROUGHOUT THE COUNTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPARABLE SALARY DATA IS REVIEWED FROM TIME TO TIME THROUGH A PUBLICATION OF THE AMERICAN BAR ASSOCIATION THAT LISTS SALARIES AND BENEFITS OF EXECUTIVE DIRECTORS OF BAR ASSOCIATIONS THROUGHOUT THE COUNTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/USAddress/CityNm0WORCESTER
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
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