BAY AREA WORKFORCE DEVELOPMENT BOARD INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAY AREA WORKFORCE DEVELOPMENT BOARD INC (EIN 39-1490219)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-27
- IRS object ID
- 202400589349301560
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-27T15:04:07-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391490219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA WORKFORCE DEVELOPMENT BOARD | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYA | BusinessNameControlTxt |
| Phone | 9206171384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N BROADWAY 320 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKIE PATTERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9206171384 | PhoneNum |
| Signature | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICKIE | PersonFirstNm |
| Person Last | PATTERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCH DAVIS | PreparerPersonNm |
| PTIN | P01273382 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKIE PATTERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N BROADWAY 320 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,128,391 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BAYAREAWDB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PREPARE YOUTH, UNSKILLED ADULTS, AND DISLOCATED WORKERS FOR ENTRY/REENTRY INTO THE LABOR FORCE AND TO AFFORD JOB TRAINING TO THOSE ECONOMICALLY DISADVANTAGED INDIVIDUALS, AND OTHER INDIVIDUALS FACING SERIOUS BARRIERS TO EMPLOYMENT, WHO ARE IN SPECIAL NEED OF SUCH TRAINING TO OBTAIN PRODUCTIVE EMPLOYMENT; AND PURSUANT THERETO TO PROVIDE, DEVELOP, AND EVALUATE EMPLOYMENT AND TRAINING PROGRAMS BY THE UTILIZATION OF PUBLIC AND PRIVATE FUNDS DESIGNATED FOR SUCH PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,810,499 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,662,971 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $276,438 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $460,535 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157 | PYOtherRevenueAmt |
| CY Other Revenue | $4,885 | CYOtherRevenueAmt |
| PY Total Revenue | $4,087,094 | PYTotalRevenueAmt |
| CY Total Revenue | $5,128,391 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,887,510 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,847,534 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $786,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $894,797 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $429,055 | PYOtherExpensesAmt |
| CY Other Expenses | $349,697 | CYOtherExpensesAmt |
| PY Total Expenses | $4,102,946 | PYTotalExpensesAmt |
| CY Total Expenses | $5,092,028 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,852 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $532,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $530,368 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,006,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,119 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE BAY AREA WORKFORCE DEVELOPMENT BOARD, INC., CONSISTING OF SELECTED COMMUNITY REPRESENTATIVES, DEVELOPS A SKILLED WORKFORCE BY STRATEGICALLY ALLOCATING AND COORDINATING RESOURCES TO ADDRESS COMMUNITY NEEDS BY WORKING THROUGH OTHERS FOR THE BENEFIT OF ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,649,512 | ExpenseAmt |
| Grant | $3,847,534 | GrantAmt |
| Revenue | $460,535 | RevenueAmt |
| Desc | EMPLOYMENT AND TRAINING-HELP PREPARE YOUTH AND UNSKILLED ADULTS FOR ENTRY INTO THE WORKFORCE. ALSO, PROVIDE JOB TRAINING TO ECONOMICALLY DISADVANTAGED INDIVIDUALS AND OTHERS FACING BARRIERS TO EMPLOYMENT. | Desc |
| Total Program Service Expenses | $4,649,512 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MISTINE HABECK | PersonNm |
| Phone | 9206171384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N BROADWAY STE 320 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHERI GALECKE | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DUSTIN DELSMAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MERCEDES OLSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM BENO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER BSCHERER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BURNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CARLSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMBER COLLEGNON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARA CARR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRIS CHOSA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON CHRISTENSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK DALLAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL DETRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY FORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HELLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MERIDITH JAEGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED KELLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA KREPSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE LAWRIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT RENTMEESTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILL ROBINSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE RUMINSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE RUSSELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN SCHERMETZLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD SCHOMAKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN SHAWANOKASIC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER SHORT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE TRITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL TROYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA WARGA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYRNA WARRINGTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETHANY WILDE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKIE PATTERSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $72,682 | $0 | $32,542 | |
| MISTINE HABECK | ||||||
| DIRECTOR OF FINANCE & HR | 40.00 | Yes (X) | $70,424 | $0 | $25,702 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,244 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,608,390 | GovernmentGrantsAmt |
| All Other Contributions | $54,581 | AllOtherContributionsAmt |
| Total Contributions | $4,662,971 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOB TRAINING & EMPLOYMENT SERVICE | Desc |
| Business | 624310 | BusinessCd |
| Total Revenue Column | $460,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460,535 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $460,535 | TotalProgramServiceRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,885 | TotalRevenueColumnAmt |
| Exclusion | $4,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,885 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,128,391 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,885 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,778,893 | TotalAmt |
| Program Services | $2,778,893 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,068,641 | TotalAmt |
| Program Services | $1,068,641 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,936 | TotalAmt |
| Program Services | $148,471 | ProgramServicesAmt |
| Management And General | $71,465 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,202 | TotalAmt |
| Program Services | $381,388 | ProgramServicesAmt |
| Management And General | $152,814 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,661 | TotalAmt |
| Program Services | $14,289 | ProgramServicesAmt |
| Management And General | $11,372 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,469 | TotalAmt |
| Program Services | $35,860 | ProgramServicesAmt |
| Management And General | $25,609 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,529 | TotalAmt |
| Program Services | $33,999 | ProgramServicesAmt |
| Management And General | $19,530 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,938 | TotalAmt |
| Management And General | $42,938 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091 | TotalAmt |
| Program Services | $179 | ProgramServicesAmt |
| Management And General | $912 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,495 | TotalAmt |
| Program Services | $28,998 | ProgramServicesAmt |
| Management And General | $15,497 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,454 | TotalAmt |
| Program Services | $17,214 | ProgramServicesAmt |
| Management And General | $23,240 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,099 | TotalAmt |
| Program Services | $98,163 | ProgramServicesAmt |
| Management And General | $37,936 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,856 | TotalAmt |
| Program Services | $7,136 | ProgramServicesAmt |
| Management And General | $720 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,875 | TotalAmt |
| Program Services | $33,267 | ProgramServicesAmt |
| Management And General | $32,608 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,442 | TotalAmt |
| Program Services | $1,773 | ProgramServicesAmt |
| Management And General | $2,669 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND MEMBERSHIPS | Desc |
| Total | $4,231 | TotalAmt |
| Program Services | $194 | ProgramServicesAmt |
| Management And General | $4,037 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216 | TotalAmt |
| Program Services | $1,047 | ProgramServicesAmt |
| Management And General | $1,169 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,092,028 | TotalAmt |
| Program Services | $4,649,512 | ProgramServicesAmt |
| Management And General | $442,516 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,292 | BOYAmt |
| EOY | $241,839 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,669 | BOYAmt |
| EOY | $194,672 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,373 | BOYAmt |
| EOY | $51,703 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,790 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $556,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,124 | BOYAmt |
| EOY | $1,044,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,887 | BOYAmt |
| EOY | $307,538 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,481 | BOYAmt |
| EOY | $147,656 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $550,914 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,368 | BOYAmt |
| EOY | $1,006,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756 | BOYAmt |
| EOY | $38,119 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756 | BOYAmt |
| EOY | $38,119 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,124 | BOYAmt |
| EOY | $1,044,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $36,363 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,824,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,787,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,926,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,810,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,662,971 | CurrentTaxYearAmt |
| Total | $20,012,162 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,824,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,787,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,926,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,810,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,662,971 | CurrentTaxYearAmt |
| Total | $20,012,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $20,012,162 | PublicSupportTotal170Amt |
| Total Support | $20,012,162 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,666,489 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $4,885 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $544,880 |
| FINANCE LEASE RIGHT-OF-USE ASSETS | $6,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $556,013 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $544,577 |
| FINANCE LEASE LIABILITIES | $6,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $550,914 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,128,391 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,128,391 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,128,391 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,092,028 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,092,028 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,092,028 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COLLEGE OF THE MENOMINEE NATION | ||||||||
| PO BOX 1179 | KESHENA | WI | 54135 | 391773613 | 501(C)(3) | $75,171 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| FAMILY SERVICES OF NORTHEAST WISCONSIN INC | ||||||||
| 300 CROOKS ST | GREEN BAY | WI | 543014527 | 390827320 | 501(C)(3) | $350,018 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| FORWARD SERVICE CORPORATION | ||||||||
| 4600 AMERICAN PARKWAY STE 301 | MADISON | WI | 53718 | 391342890 | 501(C)(3) | $914,697 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| FOX VALLEY TECHNICAL COLLEGE | ||||||||
| 1825 N BLUEMOUND DR | APPLETON | WI | 549121643 | 391087276 | STATE OF WISCONSIN | $147,299 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| GREAT LAKES TRAINING AND DEVELOPMENT CORPORATION | ||||||||
| 3620 WILGUS AVE | SHEBOYGAN | WI | 53081 | 391488776 | 501(C)(3) | $455,659 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| GENER8TOR | ||||||||
| 821 E WASHINGTON AVE STE 200-G | MADISON | WI | 53703 | 472198237 | $361,743 | $0 | EMPLOYMENT AND TRAINING SERVICES | |
| COMMUNITY SERVICES AGENCY INC | ||||||||
| 1600 SHAWANO AVE STE 108 | GREEN BAY | WI | 54303 | 820864722 | 501(C)(3) | $94,102 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| NEW NORTH INC | ||||||||
| 2740 W MASON ST BT344 | GREEN BAY | WI | 54303 | 260114487 | 501(C)(3) | $275,487 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| WE ARE HOPE | ||||||||
| 1300 EGG HARBOR RD STE 124 | STURGEON BAY | WI | 54235 | 391363509 | 501(C)(3) | $55,237 | $0 | EMPLOYMENT AND TRAINING SERVICES |
| HIRE LLC | ||||||||
| 1460 FOX BOROUGH CT | DE PERE | WI | 541152470 | 474679808 | $20,000 | $0 | EMPLOYMENT AND TRAINING SERVICES | |
| O'CONNOR CONNECTIVE LLC | ||||||||
| 355 MAIN AVE | DE PERE | WI | 54115 | $11,100 | $0 | EMPLOYMENT AND TRAINING SERVICES | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRAINING AND SUPPORT PAYMENTS TO OR ON BEHALF OF WORKFORCE INVESTMENT ACT PARTICIPANTS | GrantTypeTxt |
| Recipient | 600 | RecipientCnt |
| Cash Grant | $1,068,641 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S STAFF CONDUCTS DESK AND ON-SITE PROGRAM, FILE, FISCAL, AND CIVIL RIGHTS MONITORING OF ALL GRANT RECIPIENTS AT LEAST ANNUALLY. A REPORT IS PROVIDED TO EACH GRANT RECIPIENT NOTING ALL FINDINGS, OBSERVATIONS, AND BEST PRACTICES. GRANT RECIPIENTS ARE REQUIRED TO RESPOND AND PROVIDE CORRECTIVE ACTION FOR ALL REPORTED FINDINGS. THE WISCONSIN DEPARTMENT OF WORKFORCE DEVELOPMENT ALSO CONDUCTS ON-SITE AS WELL AS DESK MONITORING OF MOST GRANT RECIPIENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. THE DISTRIBUTION OF THE RETURN AND THE VOTE TO APPROVE ARE GENERALLY CONDUCTED ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, AND EMPLOYEES ARE COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ARTICLE XII OF THE ORGANIZATION'S BYLAWS CONTAINS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE POLICY CALLS FOR FULL DISCLOSURE BY DIRECTORS WITH DISCUSSION BY THE GOVERNING BODY IN THE EVENT A CONFLICT OF INTEREST IS DISPUTED. AFTER DISCUSSION BY THE GOVERNING BODY, THE CHAIR HAS THE AUTHORITY TO MAKE THE FINAL DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. IN ADDITION, ALL DIRECTORS ANNUALLY COMPLETE A "DECLARATION OF AFFILIATIONS" STATEMENT THAT IS DESIGNED TO IDENTIFY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE COMPLETED STATEMENTS ARE KEPT ON FILE WITH THE EXECUTIVE DIRECTOR. THE ORGANIZATION'S EMPLOYEES ALSO COMPLETE A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE STATEMENTS ARE UPDATED ANNUALLY AND ARE ALSO KEPT ON FILE WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR HAS THE AUTHORITY TO MAKE THE FINAL DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS WITH REGARDS TO AN EMPLOYEE. IF AN INTEREST INVOLVES THE EXECUTIVE DIRECTOR, THE CHAIR WILL MAKE THE FINAL DETERMINATION. THE EXECUTIVE DIRECTOR IS CHARGED WITH REGULARLY MONITORING INTERESTS OF THE DIRECTORS AND EMPLOYEES THAT COULD GIVE RISE TO CONFLICTS. ANY DIRECTOR WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DISCUSSION ON THE TRANSACTION UNLESS DIRECTLY ASKED BY THE CHAIR IN THE COURSE OF THE DISCUSSION. A DIRECTOR MUST ALSO ABSTAIN FROM VOTING ON ANY MOTION IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY, THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE USES COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR AGENCIES AND CONTIGUOUS COUNTIES TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS WERE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. |