Worcester Joint Apprenticeship & Training Fund FY2021 filing

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To provide Apprenticeship Training courses and ongoing professional education and safety Training for members.

501(c)(3) charity; gifts are tax-deductible.
10¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $160K a year · 39% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
10%
of spending
Concern: 10% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
27 mo
of spending, in cash
Looks good: 27.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$255
0.08% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$289K
+49% vs prior year
Spent
$146K
To programs
10%
Net assets
$332K
By yearFY2020–FY2025
Revenue
$289K
FY2021▲ +49%
Tap a bar for its year
Revenue by fiscal year
FY2020$195K
FY2021$289K
FY2022$351K
FY2023$424K
FY2024$515K
FY2025$705K
Expenses
$146K
FY2021▼ -29%
Tap a bar for its year
Expenses by fiscal year
FY2020$206K
FY2021$146K
FY2022$237K
FY2023$265K
FY2024$286K
FY2025$381K
Net assets
$332K
FY2021▲ +76%
Tap a bar for its year
Net assets by fiscal year
FY2020$189K
FY2021$332K
FY2022$447K
FY2023$606K
FY2024$835K
FY2025$1.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

10 cents of each dollar spent went to programs.

Program services 10% · $14K Management & general 90% · $132K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Trustee (p)
$0Pt VII · Sec A
$0Pt VII · Sec A
Sec/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
James Arthur$12,081$63,724——
Christopher Beauchesne$16,563———
Jeffrey Lassey$1,231$802$720$782
Robert Buffone$1,214———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Worcester Joint Apprenticeship & Training Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers apprenticeship and ongoing safety training for members.

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Provided by the organization

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1 program · $14K · in their own filed words · FY2020
01

Apprenticeship training courses and ongoing professional education and safety training.

$14Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$289K
Ln 12
Fees for servicesLn 2g$284K
Other incomeLn 4–11$3K
Investment incomeLn 3$2K
Money outPt IX
$146K
Ln 25
Programscol B$14K
Managementcol C$132K
Owns and owesPt X
$332K
net assets · Ln 32
Cash and savingsLn 1–2$332K
Total assetsLn 16$333K
LiabilitiesLn 26$255
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$284K
Investment incomeLn 3$2K
Other incomeLn 4–11$3K
Gains on assetsLn 7$2K
Total revenueLn 12$289K
Assets in detailPt X, end of year
SavingsLn 2$332K
Cash and savings togetherLn 1–2$332K
Land, buildings, equipmentLn 10c$570
Total assetsLn 16$333K
LiabilitiesLn 26$255
Net assetsLn 32$332K
OperationsPt I, VI
EmployeesI 511
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$196K$332K
Land, buildings, equipmentLn 10c$2K$570
Total assetsLn 16$198K$333K
LiabilitiesLn 26$9K$255
Net assetsLn 32$189K$332K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$10K$10K
Other salaries and wagesLn 7$886$886
Pension plan contributionsLn 8$15$15
Payroll taxesLn 10$65$65
Management feesLn 11a$121K$121K
Legal feesLn 11b$271$271
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$554$554
Office expensesLn 13$2K$2K
OccupancyLn 16$100$100
InterestLn 20$3$3
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$5K$5K
Total functional expensesLn 25$146K$14K$132K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $705K$381K$324K$1.2M 990 PDF
FY2024 $515K$286K$229K$835K 990 PDF
FY2023 $424K$265K$159K$606K 990 PDF
FY2022 $351K$237K$115K$447K 990 PDF
FY2021 Viewing $289K$146K$143K$332K 990 PDF
FY2020 $195K$206K−$12K$189K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $289,095 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $216,464$284,175
I-10 Investment incomePrior year $686$1,957
I-11 Other revenuePrior year −$22,552$2,963
I-12 Total revenuePrior year $194,598$289,095
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $4,256$9,586
I-15 Salaries and benefitsPrior year $39,548$966
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $162,502$135,056
I-18 Total expensesPrior year $206,306$145,608
I-19 Revenue less expensesPrior year −$11,708$143,487
Part VI · Governance 0 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $289,095 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $284,175$284,175
VIII-3 Investment incomeExcluded from tax $261$261
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,696$1,696
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,963$2,963
VIII-12 Total revenueRelated to mission $288,834 · Unrelated business $0 · Excluded from tax $261$289,095
Part IX · Statement of functional expenses $145,608 across 13 lines filed
IX-4 Benefits paid to or for membersPrograms $9,586$9,586
IX-7 Other salaries and wagesPrograms $886$886
IX-8 Pension plan contributionsPrograms $15$15
IX-10 Payroll taxesPrograms $65$65
IX-11a Management feesManagement $121,178$121,178
IX-11b Legal feesManagement $271$271
IX-11c Accounting feesManagement $4,396$4,396
IX-12 Advertising and promotionManagement $554$554
IX-13 Office expensesPrograms $1,757$1,757
IX-16 OccupancyPrograms $100$100
IX-20 InterestPrograms $3$3
IX-22 Depreciation, depletion and amortizationPrograms $1,515$1,515
IX-23 InsuranceManagement $5,282$5,282
IX-25 Total functional expensesPrograms $13,927 · Management $131,681 · Fundraising $0$145,608
Part X · Balance sheet $332,735 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $196,375$332,165
X-10c Land, buildings and equipment, netStart of year $2,085$570
X-16 Total assetsStart of year $198,460$332,735
X-17 Accounts payable and accrued expensesStart of year $9,467$255
X-26 Total liabilitiesStart of year $9,467$255
X-32 Total net assets or fund balancesStart of year $188,993$332,480
X-33 Total liabilities and net assetsStart of year $198,460$332,735
Part XI · Reconciliation of net assets $332,480 net assets at year end
XI-1 Total revenue$289,095
XI-2 Total expenses$145,608
XI-3 Revenue less expenses$143,487
XI-4 Net assets at start of year$188,993
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$332,480

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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