Worcester Joint Apprenticeship & Training Fund

990EZ • Fiscal year 2013 • EIN 23-7042423

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 03, 2013

Organization Profile N/A

242 Mill Street01602

Siviq Scores

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

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

6.9%

Higher net margin than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

5.0%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-4.1%

Faster revenue growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets57th percentile

Assets

$222,053

Up $10,580 (+5.0%) from 2012

Net Assets

$221,605

Up $10,682 (+5.1%) from 2012

Liabilities

Down

$448

Down $102 (-19%) from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin59th percentile

Revenue

$154,590

No earlier filing loaded for comparison.

Expenses

$143,908

Up $4,026 (+2.9%) from 2012

Net Income

$10,682

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2013

Assets$222,053

Liabilities$448

Net Assets$221,605

Open 2013 Filing

Operations Trend

Revenue Growth40th percentile

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

Highlighted filing

2013

Revenue$154,590

Expenses$143,908

Net Income$10,682

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Dec 3, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

To provide apprenticeship training courses and ongoing professional education and safety training for members.

Filing and Contact Details

Filer

EIN: 23-7042423

Raw XML Appendix205 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/CashSavingsAndInvestments/EOY	0	205737
IRS990EZ/ContributionsGiftsGrantsEtc	0	2247
IRS990EZ/CostOfGoodsSold	0	15962
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	10682
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	20.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	34485
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	JOSEPH MESSIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	SUSAN MAILMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	PETER LIDDY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	ROBERT M FIELDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	JONATHAN OSTROW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	LEO E MILLER JR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	SEC/TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	CHAIRMAN
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
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IRS990EZ/OtherAssetsTotal/BOY	0	23137
IRS990EZ/OtherAssetsTotal/EOY	0	16316
IRS990EZ/OtherExpensesTotal	0	21031
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE APPRENTICESHIP TRAINING COURSES AND ONGOING PROFESSIONAL EDUCATION AND SAFETY TRAINING FOR MEMBERS.
IRS990EZ/PrintingPublicationsPostage	0	1213
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	APPRENTICESHIP TRAINING COURSES & ONGOING PROFESSIONAL EDUCATION AND SAFETY TRAINING.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	88104
IRS990EZ/ProgramServiceRevenue	0	154885
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/SalariesOtherCompEmplBenefits	0	67876
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	550
IRS990EZ/SumOfTotalLiabilities/EOY	0	448
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	242 MILL STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	WORCESTER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	01602
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	WORCESTER JOINT APPRENTICESHIP
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5087538635
IRS990EZ/TotalAssets/BOY	0	211473
IRS990EZ/TotalAssets/EOY	0	222053
IRS990EZ/TotalExpenses	0	143908
IRS990EZ/TotalProgramServiceExpenses	0	88104
IRS990EZ/TotalRevenue	0	154590
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	157132
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	222306
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	172257
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	193498
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	285992
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	1031185
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	40
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	31
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	302
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	153
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	523
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	1049
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	13380
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	18750
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	20800
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	14047
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	16149
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	83126
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	40
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	31
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	302
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	153
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	523
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	1049
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00090
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years	0	696
IRS990ScheduleA/OtherIncome509/Total	0	696
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	0.99820
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00120
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
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IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
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IRS990ScheduleA/Total509/CurrentTaxYear	0	170512
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	241087
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IRS990ScheduleA/TotalSupportTotal/Total	0	1116056
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	PAYROLL TAX LIABILITY - Beginning $550 PAYROLL TAX LIABILITY - Ending $448
IRS990ScheduleO/GeneralExplanation/Explanation	1	Machinery and Equipment - Beginning $23137 Machinery and Equipment - Ending $16316
IRS990ScheduleO/GeneralExplanation/Explanation	2	MISCELLANEOUS $221
IRS990ScheduleO/GeneralExplanation/Explanation	3	TRAINING COSTS $4807
IRS990ScheduleO/GeneralExplanation/Explanation	4	Insurance $4604
IRS990ScheduleO/GeneralExplanation/Explanation	5	Depreciation $6822
IRS990ScheduleO/GeneralExplanation/Explanation	6	Conferences, Conventions, and Meetings $3179
IRS990ScheduleO/GeneralExplanation/Explanation	7	Office Expenses $351
IRS990ScheduleO/GeneralExplanation/Explanation	8	Advertising and Promotion $1047
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1009
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IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 16.1001
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IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Other Expenses.1001
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	237042423
ReturnHeader/Filer/Name/BusinessNameLine1	0	WORCESTER JOINT APPRENTICESHIP
ReturnHeader/Filer/Name/BusinessNameLine2	0	& TRAINING FUND
ReturnHeader/Filer/NameControl	0	WORC
ReturnHeader/Filer/Phone	0	5087538635
ReturnHeader/Filer/USAddress/AddressLine1	0	242 MILL STREET
ReturnHeader/Filer/USAddress/City	0	Worcester
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	01602
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-12-03
ReturnHeader/Officer/Name	0	JONATHAN OSTROW
ReturnHeader/Officer/Title	0	SEC/TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Martin J Scafidi PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	7 Essex Green Drive 66
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Peabody
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	01960
ReturnHeader/Preparer/Name	0	MARTIN SCAFIDI CPA
ReturnHeader/Preparer/Phone	0	9785381919
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-05T10:46:14-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $222,053
Liabilities: $448
Net assets: $221,605
Revenue: $154,590
Expenses: $143,908
Net income: $10,682

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.38	$0.03	$8.35	$5.15	$2.86	$2.29
2023Detailed filing. Detailed filing data is available for this year.	$6.12	$0.07	$6.06	$4.24	$2.65	$1.59
2022Detailed filing. Detailed filing data is available for this year.	$4.50	$0.03	$4.47	$3.51	$2.37	$1.15
2021Detailed filing. Detailed filing data is available for this year.	$3.33	$0.00	$3.32	$2.89	$1.46	$1.43
2020Detailed filing. Detailed filing data is available for this year.	$1.98	$0.09	$1.89	$1.95	$2.06	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$2.01	$0.01	$2.01	$1.65	$2.34	$0.68
2018Detailed filing. Detailed filing data is available for this year.	$2.71	$0.01	$2.69	$1.90	$2.25	$0.35
2017Detailed filing. Detailed filing data is available for this year.	$3.05	$0.01	$3.04	$2.93	$1.84	$1.10
2016Detailed filing. Detailed filing data is available for this year.	$1.96	$0.01	$1.94	$1.96	$1.84	$0.12
2015Detailed filing. Detailed filing data is available for this year.	$1.84	$0.01	$1.83	$1.50	$1.84	$0.34
2014Detailed filing. Detailed filing data is available for this year.	$2.17	$0.01	$2.17	$1.44	$1.49	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.22	$0.00	$2.22	$1.55	$1.44	$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.11	$0.01	$2.11		$1.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.40	$0.06	$1.34	$1.68	$2.62	$0.94