Civic Intelligence

Williamsport Joint Apprenticeship Fund

990EZ • Fiscal year 2018 • EIN 24-6023879

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

500 Jordan AveMontoursville, PA 17754

(570) 368-8984

Siviq Scores

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

Liabilities / Assets

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.03x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-7.9%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-3.8%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

32%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$64,873

Down $2,593 (-3.8%) from 2017

Net Assets

Down

$62,834

Down $2,170 (-3.3%) from 2017

Liabilities

Down

$2,039

Down $423 (-17%) from 2017

Revenue

Up

$63,817

Up $15,583 (+32%) from 2017

Expenses

Down

$68,852

Down $2,549 (-3.6%) from 2017

Net Income

Up

-$5,035

Up $18,132 (+78%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $136,194Liabilities 2013: $930Net Assets 2013: $135,2642013Assets 2014: $129,762Liabilities 2014: $1,923Net Assets 2014: $127,8392014Assets 2015: $102,382Liabilities 2015: $1,321Net Assets 2015: $101,0612015Assets 2016: $88,485Liabilities 2016: $1,466Net Assets 2016: $87,0192016Assets 2017: $67,466Liabilities 2017: $2,462Net Assets 2017: $65,0042017Assets 2018: $64,873Liabilities 2018: $2,039Net Assets 2018: $62,8342018Assets 2019: $72,565Liabilities 2019: $1,622Net Assets 2019: $70,9432019Assets 2020: $115,672Liabilities 2020: $2,400Net Assets 2020: $113,2722020Assets 2021: $144,206Liabilities 2021: $1,558Net Assets 2021: $142,6482021Assets 2022: $194,971Liabilities 2022: $1,116Net Assets 2022: $193,8552022Assets 2023: $213,690Liabilities 2023: $935Net Assets 2023: $212,7552023Assets 2024: $287,752Liabilities 2024: $991Net Assets 2024: $286,7612024

Highlighted filing

2018

Assets$64,873
Liabilities$2,039
Net Assets$62,834

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $84,805Expenses 2013: $66,314Net Income 2013: $18,4912013Revenue 2014: $65,238Expenses 2014: $82,900Net Income 2014: -$17,6622014Revenue 2015: $63,265Expenses 2015: $80,805Net Income 2015: -$17,5402015Revenue 2016: $67,427Expenses 2016: $77,236Net Income 2016: -$9,8092016Revenue 2017: $48,234Expenses 2017: $71,401Net Income 2017: -$23,1672017Revenue 2018: $63,817Expenses 2018: $68,852Net Income 2018: -$5,0352018Revenue 2019: $72,130Expenses 2019: $60,927Net Income 2019: $11,2032019Revenue 2020: $101,022Expenses 2020: $56,424Net Income 2020: $44,5982020Revenue 2021: $85,161Expenses 2021: $61,112Net Income 2021: $24,0492021Revenue 2022: $117,866Expenses 2022: $66,659Net Income 2022: $51,2072022Revenue 2023: $90,356Expenses 2023: $71,456Net Income 2023: $18,9002023Revenue 2024: $169,639Expenses 2024: $95,633Net Income 2024: $74,0062024

Highlighted filing

2018

Revenue$63,817
Expenses$68,852
Net Income-$5,035
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.2
Gross Receipts
$94,105
Mission and Program Overview

Mission

Electrician apprenticeship program

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATION FOR APPRENTICE ELECTRICIANS CONSISTING OF CLASSROOM INSTRUCTION AND ON-THE-JOB TRAINING--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BEAMERChairmanPT$0--
JOSEPH LECCESecretary-$0--
MICHAEL SULLIVANTrustee-$0--
NICK DIGANTrustee-$0--
ROBERT TRIPLETTTrustee-$0--
ANTHONY ENNISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Williamsport Joint Apprenticeship Fund
EIN
24-6023879
Address
500 JORDAN AVE, MONTOURSVILLE, PA 17754

Signing Officer

Name
James Beamer
Title
Business Manage
Phone
5703688984
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Nancy G Montanye CPA
Address
353 Pine St, Williamsport, PA 17701
Preparer
Nancy G Montanye CPA
Phone
5703221235
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdepreciation from 4562 445books 14,900supplies 2,721dues and subscriptions 74insurance 5,482advertising 1,535auto and travel 159entertainment and meals 316miscellaneous 104investment management fee 400

Other changes in net assets or fund balances Part I line 20

Description amountunrealized gain on investments 2,865

Description of other assets Part II line 24

Category beginning of year end of yearequipment net of deprec 2,103 1,658

Description of total liabilities Part II line 26

Category beginning of year end of yearpayroll tax withholdings 1,278 2,011credit card payable 1,184 28

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05703688984
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 JORDAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTOURSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017754
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-2319
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BEAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH LECCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICK DIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT TRIPLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY ENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02103
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01658
IRS990EZ/OtherChangesInNetAssetsAmt02865
IRS990EZ/OtherExpensesTotalAmt026136
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELECTRICIAN APPRENTICESHIP PROGRAM
IRS990EZ/PrintingPublicationsPostageAmt0134
IRS990EZ/ProgramServiceRevenueAmt014850
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SaleOfAssetsGrossAmt027969
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02039
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068852
IRS990EZ/TotalRevenueAmt063817
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 445BOOKS 14,900SUPPLIES 2,721DUES AND SUBSCRIPTIONS 74INSURANCE 5,482ADVERTISING 1,535AUTO AND TRAVEL 159ENTERTAINMENT AND MEALS 316MISCELLANEOUS 104INVESTMENT MANAGEMENT FEE 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTUNREALIZED GAIN ON INVESTMENTS 2,865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAREQUIPMENT NET OF DEPREC 2,103 1,658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAX WITHHOLDINGS 1,278 2,011CREDIT CARD PAYABLE 1,184 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BEAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703688984
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAMSPORT JOINT APPRENTICESHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0246023879
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 JORDAN AVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB60A37C9357CDF050AD897EBB409E20235F90F8
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.55.187.131
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTm010:29:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262516234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nancy G Montanye CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0353 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703221235
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy G Montanye CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-31T13:32:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings