Civic Intelligence

Worcester Joint Apprenticeship & Training Fund

990 • Fiscal year 2016 • EIN 23-7042423

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 30, 2016

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$195,828

Up $12,179 (+6.6%) from 2015

Net Assets

Up

$194,388

Up $11,615 (+6.4%) from 2015

Liabilities

Up

$1,440

Up $564 (+64%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin56th percentile

Revenue

Up

$195,957

Up $46,329 (+31%) from 2015

Expenses

Up

$184,342

Up $822 (+0.4%) from 2015

Net Income

Up

$11,615

Up $45,507 (+134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2016

Assets$195,828
Liabilities$1,440
Net Assets$194,388
Open 2016 Filing

Operations Trend

Revenue Growth80th 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

2016

Revenue$195,957
Expenses$184,342
Net Income$11,615
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 30, 2016
Return Version
2015v2.0
Gross Receipts
$210,049
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$175,358$194,766▲ $19,408
Rtn Earn Endowment Incm Other Fnds$182,773$194,388▲ $11,615
Land, Buildings, and Equipment, Net$8,291$1,062▼ $7,229
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$183,649$195,828▲ $12,179
Other Assets Total-$0-
Liabilities
Other Liabilities$876$1,440▲ $564
Total Liabilities$876$1,440▲ $564
Net Assets / Fund Balance
Total Net Assets Fund Balance$182,773$194,388▲ $11,615
Total Liabilities and Net Assets / Fund Balance$183,649$195,828▲ $12,179

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,062$36,800$37,862
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Leo E Miller JrChairman
Joseph MessierTrustee
Peter Liddy IITrustee
Robert M FieldsTrustee
Susan MailmanTrustee
Samuel OstrowSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,377
Program Service Revenue
$191,737
Investment Income
$340
Other Revenue
$-7,497
Change in Net Assets
$11,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,128
Salaries, Compensation, and Employee Benefits$37,214
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$101,447--$101,447
Other Salaries and Wages$32,061--$32,061
Occupancy$8,383--$8,383
Depreciation Depletion$7,229--$7,229
Insurance$5,451--$5,451
Payroll Taxes$4,191--$4,191
Fees for Services Accounting-$3,750-$3,750
Office Expenses$2,827--$2,827
Other Expenses$1,378--$1,378
Advertising$1,130--$1,130
Pension Plan Contributions$962--$962
Travel$730--$730
Fees for Services Legal-$101-$101
Total Functional Expenses$180,491$3,851$0$184,342
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$1,440
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“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
Samuel Ostrow
Title
Sec/Treasurer
Signed
2016-11-30
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
6

Preparer

Firm
Buckley Frame Boudreau & Co PC
Address
255 Route 80 - PO Box 698, Killingworth, CT 06419
Preparer
Robert D Boudreau CPA
Phone
8606631190
Supplemental Narrative

Additional Explanations

Robert M. Fields

“Robert Field's reportable compensation on his W-2 is reported on the iBEW Local 96 Form 990. The Worcester Joint Apprenticeship Training Fund Reimburses IBEW Local 96 for 15 hours of Robert Field's time through management fees paid to IBEW Local 96.”

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063161
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0561
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0958914
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0209709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0170512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0241056
IRS990ScheduleA/Total509Grp/TotalAmt0958914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0210049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0170552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0241087
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0959475
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036800
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Tax Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01062
IRS990ScheduleD/TotalLiabilityAmt01440
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 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/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Robert Field's reportable compensation on his W-2 is reported on the iBEW Local 96 Form 990. The Worcester Joint Apprenticeship Training Fund Reimburses IBEW Local 96 for 15 hours of Robert Field's time through management fees paid to IBEW Local 96.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Robert M. Fields
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd001605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0REF ATTACHED PDF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0183649
IRS990/TotalAssetsEOYAmt0195828
IRS990/TotalAssetsGrp/BOYAmt0183649
IRS990/TotalAssetsGrp/EOYAmt0195828
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011377
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180491
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184342

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,828
Liabilities
$1,440
Net assets
$194,388
Revenue
$195,957
Expenses
$184,342
Net income
$11,615
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