Civic Intelligence

Worcester Joint Apprenticeship & Training Fund

990 • Fiscal year 2022 • EIN 23-7042423

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization ProfileN/A
242 Mill StreetWorcester, MA 01602

(508) 753-8635

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$782

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

35%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

22%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$449,740

Up $117,005 (+35%) from 2021

Net Assets

Up

$447,014

Up $114,534 (+34%) from 2021

Liabilities

Up

$2,726

Up $2,471 (+969%) from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin81st percentile

Revenue

Up

$351,333

Up $62,238 (+22%) from 2021

Expenses

Up

$236,799

Up $91,191 (+63%) from 2021

Net Income

Down

$114,534

Down $28,953 (-20%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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 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

2022

Assets$449,740
Liabilities$2,726
Net Assets$447,014
Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

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 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

2022

Revenue$351,333
Expenses$236,799
Net Income$114,534
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$400,614
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$332,165$449,491▲ $117,326
Land, Buildings, and Equipment, Net$570$249▼ $321
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$332,735$449,740▲ $117,005
Liabilities
Accounts Payable and Accrued Expenses$255$2,726▲ $2,471
Total Liabilities$255$2,726▲ $2,471
Net Assets / Fund Balance
Total Net Assets Fund Balance$332,480$447,014▲ $114,534
Total Liabilities and Net Assets / Fund Balance$332,735$449,740▲ $117,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$249$39,878$40,127
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
Jeffrey LasseyTrustee$782$782

Board Members and Trustees

NameTitle
Thomas MaloneyChairman
Brian MenardTrustee
David MartinelliTrustee
Peter Liddy IiTrustee
Samuel OstrowSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$355,784
Investment Income
$163
Other Revenue
$-4,614
Change in Net Assets
$114,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$351,333
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$49,281
Total Revenue per Audited Statements
$400,614
Total Revenue per Form 990
$351,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,660
Salaries, Compensation, and Employee Benefits$58,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$127,141-$127,141
Other Salaries and Wages$49,353--$49,353
Occupancy$27,290--$27,290
Benefits to Members$9,084--$9,084
Payroll Taxes$5,993--$5,993
Insurance-$5,474-$5,474
Fees for Services Accounting-$4,550-$4,550
Office Expenses$4,026--$4,026
Pension Plan Contributions$1,598--$1,598
Current Officers, Directors, Trustees, and Key Employees$1,111--$1,111
Advertising-$519-$519
Fees for Services Legal-$339-$339
Depreciation Depletion$321--$321
Total Functional Expenses$98,776$138,023$0$236,799

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$286,080
Expenses per Audited Statements$236,799
Total Expenses per Form 990$236,799
Expenses Not Reported on Form 990$49,281
Expenses Not Reported on Financial Statements$0
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 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
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
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Maloney
Formed
1969
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
0
Employees
7
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, 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 49,281.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Sales merchandise purchases 49,281.”

Raw XML Appendix377 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0255
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02726
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE APPRENTICESHIP TRAINING COURSES AND ONGOING PROFESSIONAL EDUCATION AND SAFETY TRAINING FOR MEMBERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0519
IRS990/AdvertisingGrp/TotalAmt0519
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt09084
IRS990/BenefitsToMembersGrp/TotalAmt09084
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WORCESTER JOINT APPRENTICESHIP
IRS990/BooksInCareOfDetail/PhoneNum05087538635
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0242 MILL STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001602
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01111
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01111
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt049281
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09084
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0163
IRS990/CYOtherExpensesAmt0169660
IRS990/CYOtherRevenueAmt0-4614
IRS990/CYProgramServiceRevenueAmt0355784
IRS990/CYRevenuesLessExpensesAmt0114534
IRS990/CYSalariesCompEmpBnftPaidAmt058055
IRS990/CYTotalExpensesAmt0236799
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0351333
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0321
IRS990/DepreciationDepletionGrp/TotalAmt0321
IRS990/Desc0APPRENTICESHIP TRAINING COURSES AND ONGOING PROFESSIONAL EDUCATION AND SAFETY TRAINING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt098776
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04550
IRS990/FeesForServicesAccountingGrp/TotalAmt04550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0339
IRS990/FeesForServicesLegalGrp/TotalAmt0339
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0127141
IRS990/FeesForServicesManagementGrp/TotalAmt0127141
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm1SAMUEL OSTROW
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER LIDDY II
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MARTINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN MENARD
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY LASSEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5782
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0400614
IRS990/GrossSalesOfInventoryAmt019945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05474
IRS990/InsuranceGrp/TotalAmt05474
IRS990/InvestmentIncomeGrp/ExclusionAmt0163
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039878
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0570
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0249
IRS990/LandBldgEquipCostOrOtherBssAmt040127
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE APPRENTICESHIP TRAINING COURSES AND ONGOING PROFESSIONAL EDUCATION AND SAFETY TRAINING FOR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0332480
IRS990/NetAssetsOrFundBalancesEOYAmt0447014
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-29336
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-29336
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt027290
IRS990/OccupancyGrp/TotalAmt027290
IRS990/OfficeExpensesGrp/ProgramServicesAmt04026
IRS990/OfficeExpensesGrp/TotalAmt04026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024722
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024722
IRS990/OtherRevenueTotalAmt024722
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049353
IRS990/OtherSalariesAndWagesGrp/TotalAmt049353
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05993
IRS990/PayrollTaxesGrp/TotalAmt05993
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01598
IRS990/PensionPlanContributionsGrp/TotalAmt01598
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS J MALONEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1ONLINE TRAINING MODULE
IRS990/ProgramServiceRevenueGrp/Desc2TUITION & FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0341171
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0341171
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09586
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01957
IRS990/PYOtherExpensesAmt0135056
IRS990/PYOtherRevenueAmt02963
IRS990/PYProgramServiceRevenueAmt0284175
IRS990/PYRevenuesLessExpensesAmt0143487
IRS990/PYSalariesCompEmpBnftPaidAmt0966
IRS990/PYTotalExpensesAmt0145608
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0289095
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0114534
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0351170
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0332165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0449491
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0249
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039878
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040127
IRS990ScheduleD/ExpensesNotReportedAmt049281
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0236799
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt049281
IRS990ScheduleD/OtherRevenueAmt049281
IRS990ScheduleD/RevenueNotReportedAmt049281
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0351333
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 49,281.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SALES MERCHANDISE PURCHASES 49,281.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0249
IRS990ScheduleD/TotalExpensesPerForm990Amt0236799
IRS990ScheduleD/TotalRevenuePerForm990Amt0351333
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0400614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0286080
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0332735
IRS990/TotalAssetsEOYAmt0449740
IRS990/TotalAssetsGrp/BOYAmt0332735
IRS990/TotalAssetsGrp/EOYAmt0449740
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138023
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098776
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236799
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0255
IRS990/TotalLiabilitiesEOYAmt02726
IRS990/TotalLiabilitiesGrp/BOYAmt0255
IRS990/TotalLiabilitiesGrp/EOYAmt02726
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0332480
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0447014
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098776
IRS990/TotalProgramServiceRevenueAmt0355784
IRS990/TotalReportableCompFromOrgAmt0782
IRS990/TotalRevenueGrp/ExclusionAmt0163
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0351170
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351333
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0332735
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0449740
IRS990/TotReportableCompRltdOrgAmt00
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/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J MALONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05087538635
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02023-05-09T14:06:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MALONEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,740
Liabilities
$2,726
Net assets
$447,014
Revenue
$351,333
Expenses
$236,799
Net income
$114,534
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
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