Civic Intelligence

Worcester Joint Apprenticeship & Training Fund

990 • Fiscal year 2018 • EIN 23-7042423

Jul 01, 2017 to Jun 30, 2018 • Filed on Jun 10, 2019

Organization ProfileN/A
242 Mill StreetWorcester, MA 01602

(508) 753-8635

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$270,523

Flat from 2018

Net Assets

Flat

$269,174

Flat from 2018

Liabilities

Flat

$1,349

Flat from 2018

Revenue And Expenses

Revenue

Flat

$189,995

Flat from 2018

Expenses

Flat

$224,948

Flat from 2018

Net Income

Flat

-$34,953

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $139,807Liabilities 2011: $6,102Net Assets 2011: $133,7052011Assets 2012: $211,473Liabilities 2012: $550Net Assets 2012: $210,9232012Assets 2013: $222,053Liabilities 2013: $448Net Assets 2013: $221,6052013Assets 2014: $217,461Liabilities 2014: $796Net Assets 2014: $216,6652014Assets 2015: $183,649Liabilities 2015: $876Net Assets 2015: $182,7732015Assets 2016: $195,828Liabilities 2016: $1,440Net Assets 2016: $194,3882016Assets 2017: $305,234Liabilities 2017: $1,107Net Assets 2017: $304,1272017Assets 2018: $270,523Liabilities 2018: $1,349Net Assets 2018: $269,1742018Assets 2018: $270,523Liabilities 2018: $1,349Net Assets 2018: $269,1742018Assets 2019: $201,390Liabilities 2019: $689Net Assets 2019: $200,7012019Assets 2020: $198,460Liabilities 2020: $9,467Net Assets 2020: $188,9932020Assets 2021: $332,735Liabilities 2021: $255Net Assets 2021: $332,4802021Assets 2022: $449,740Liabilities 2022: $2,726Net Assets 2022: $447,0142022Assets 2023: $612,410Liabilities 2023: $6,615Net Assets 2023: $605,7952023Assets 2024: $838,365Liabilities 2024: $3,316Net Assets 2024: $835,0492024

Highlighted filing

2018

Assets$270,523
Liabilities$1,349
Net Assets$269,174
Open 2018 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $168,102Expenses 2011: $262,005Net Income 2011: -$93,9032011Expenses 2012: $139,8822012Revenue 2013: $154,590Expenses 2013: $143,908Net Income 2013: $10,6822013Revenue 2014: $143,827Expenses 2014: $148,767Net Income 2014: -$4,9402014Revenue 2015: $149,628Expenses 2015: $183,520Net Income 2015: -$33,8922015Revenue 2016: $195,957Expenses 2016: $184,342Net Income 2016: $11,6152016Revenue 2017: $293,454Expenses 2017: $183,715Net Income 2017: $109,7392017Revenue 2018: $189,995Expenses 2018: $224,948Net Income 2018: -$34,9532018Revenue 2018: $189,995Expenses 2018: $224,948Net Income 2018: -$34,9532018Revenue 2019: $165,266Expenses 2019: $233,739Net Income 2019: -$68,4732019Revenue 2020: $194,598Expenses 2020: $206,306Net Income 2020: -$11,7082020Revenue 2021: $289,095Expenses 2021: $145,608Net Income 2021: $143,4872021Revenue 2022: $351,333Expenses 2022: $236,799Net Income 2022: $114,5342022Revenue 2023: $424,012Expenses 2023: $265,231Net Income 2023: $158,7812023Revenue 2024: $515,166Expenses 2024: $285,912Net Income 2024: $229,2542024

Highlighted filing

2018

Revenue$189,995
Expenses$224,948
Net Income-$34,953
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jun 10, 2019
Return Version
2017v2.3
Gross Receipts
$223,074
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$303,425$268,306▼ $35,119
Land, Buildings, and Equipment, Net$1,809$2,217▲ $408
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$305,234$270,523▼ $34,711
Liabilities
Accounts Payable and Accrued Expenses-$1,349-
Other Liabilities$1,107$0▼ $1,107
Total Liabilities$1,107$1,349▲ $242
Net Assets / Fund Balance
Total Net Assets Fund Balance$304,127$269,174▼ $34,953
Total Liabilities and Net Assets / Fund Balance$305,234$270,523▼ $34,711

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,217$37,161$39,378
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
George CarpenterRecording Sec$4,004$26$4,030
Joseph MessierTrustee$672$20$692

Board Members and Trustees

NameTitle
Thomas MaloneyChairman
Leo E Miller JrChairman (p)
Peter Liddy IiTrustee
Susan MailmanTrustee
Robert M FieldsRecording Sec (p)
Samuel OstrowSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$204,323
Investment Income
$544
Other Revenue
$-14,872
Change in Net Assets
$-34,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$189,932
Revenue Not Reported on Financial Statements
$63
Revenue Not Reported on Form 990
$33,079
Other Revenue Adjustments
$63
Total Revenue per Audited Statements
$223,011
Total Revenue per Form 990
$189,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,054
Salaries, Compensation, and Employee Benefits$58,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$110,565-$110,565
Other Salaries and Wages$49,350--$49,350
Benefits to Members$31,596--$31,596
Payroll Taxes$5,867--$5,867
Insurance-$5,513-$5,513
Conferences and Meetings$4,691--$4,691
Fees for Services Accounting-$4,316-$4,316
Travel-$3,742-$3,742
Office Expenses$3,195--$3,195
Current Officers, Directors, Trustees, and Key Employees$1,601--$1,601
Pension Plan Contributions$1,480--$1,480
Occupancy$1,100--$1,100
Payments to Affiliates$879--$879
Advertising-$702-$702
Depreciation Depletion$229--$229
Fees for Services Legal-$114-$114
Interest$8--$8
Total Functional Expenses$99,996$124,952$0$224,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$257,964
Total Expenses per Form 990$224,948
Expenses per Audited Statements$224,885
Expenses Not Reported on Form 990$33,079
Expenses Not Reported on Financial Statements$63
Other Expense Adjustments$63
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
Audit committee
Yes
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 7A

“The organization's governing body is appointed by the employer and union members.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - form 990 was provided to the organization's governing body via paper copy or email. The form 990 was reviewed by the trustee signing the return and administrator prior to filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Worcester Joint Apprenticeship
EIN
23-7042423
Phone
5087538635
Address
242 MILL STREET, WORCESTER, MA 01602

Signing Officer

Name
Thomas J Maloney
Title
Chairman
Phone
5087538635
Signed
2019-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Maloney
Formed
1969
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
4
Employees
8
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The organization's financial statements were prepared using the modified cash basis.”

FORM 990, PART XII, LINE 2C:

“The worcester joint apprenticeship & training fund's board of trustees are responsible for the oversight of the financial statement audit and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The modified cash basis of accounting requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Sales merchandise purchases 33,079.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed bank fees 15. Interest income recorded as expense 48.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Sales merchandise purchases 33,079.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed bank fees 15. Interest income recorded as expense 48.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SALES MERCHANDISE PURCHASES 33,079.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED BANK FEES 15. INTEREST INCOME RECORDED AS EXPENSE 48.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SALES MERCHANDISE PURCHASES 33,079.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4REIMBURSED BANK FEES 15. INTEREST INCOME RECORDED AS EXPENSE 48.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02217
IRS990ScheduleD/TotalExpensesPerForm990Amt0224948
IRS990ScheduleD/TotalRevenuePerForm990Amt0189995
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0223011
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0257964
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0APPRENTICE APPLICATION MATERIALS PROVIDE THAT THE FUND DOES NOT DISCRIMINATE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S GOVERNING BODY IS APPOINTED BY THE EMPLOYER AND UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FINANCIAL STATEMENTS WERE PREPARED USING THE MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE WORCESTER JOINT APPRENTICESHIP & TRAINING FUND'S BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0305234
IRS990/TotalAssetsEOYAmt0270523
IRS990/TotalAssetsGrp/BOYAmt0305234
IRS990/TotalAssetsGrp/EOYAmt0270523
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0124952
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224948
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01107
IRS990/TotalLiabilitiesEOYAmt01349
IRS990/TotalLiabilitiesGrp/BOYAmt01107
IRS990/TotalLiabilitiesGrp/EOYAmt01349
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0304127
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0269174
IRS990/TotalOtherCompensationAmt046
IRS990/TotalProgramServiceExpensesAmt099996
IRS990/TotalProgramServiceRevenueAmt0204323
IRS990/TotalReportableCompFromOrgAmt04676
IRS990/TotalRevenueGrp/ExclusionAmt01422
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0188573
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189995
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0305234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0270523
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03742
IRS990/TravelGrp/TotalAmt03742
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0242 MILL STREET
IRS990/USAddress/CityNm0WORCESTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001602
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J MALONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05087538635
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORCESTER JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0WORC
ReturnHeader/Filer/EIN0237042423
ReturnHeader/Filer/PhoneNum05087538635
ReturnHeader/Filer/USAddress/AddressLine1Txt0242 MILL STREET
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0232775201913503bfe02
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02019-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:57:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,523
Liabilities
$1,349
Net assets
$269,174
Revenue
$189,995
Expenses
$224,948
Net income
-$34,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
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