2024-02-26T16:17:13-06:00 2023-06-30 060674034 VENMAN & CO LLC CPA'S 375 BRIDGEPORT AVENUE SHELTON CT 06484 990 2022-07-01 222484517 THE WORKPLACE INC WORK 2036108508 1000 LAFAYETTE BOULEVARD SUITE 501 BRIDGEPORT CT 06604 JOE CARBONE PRESIDENT & CEO 2036108508 2024-02-26 JOE CARBONE 999009999 0 JAMES G WOODS P01429665 2039299945 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOE CARBONE 1000 LAFAYETTE BLVD SUITE 501 BRIDGEPORT CT 06604 32044197 0 X WWW.WORKPLACE.ORG X 1983 CT THE ORGANIZATION PROVIDES JOB TRAINING, PLACEMENT, AND COUNSELING FOR DISLOCATED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS IN THE BRIDGEPORT, NORWALK, STAMFORD AND VALLEY LABOR MARKET AREAS. 42 42 1538 42 0 0 31765036 32015451 2047 24478 121 4268 0 0 31767204 32044197 16296669 16819641 0 0 10656100 10386447 0 0 131814 4415747 4788543 31368516 31994631 398688 49566 7146791 10516105 6555583 9894983 591208 621122 X THE ORGANIZATION PROVIDES JOB TRAINING, PLACEMENT, AND COUNSELING FOR DISLOCATED AND ECONOMICALLY DISADVANTAGED INDIVIDUALS IN THE BRIDGEPORT, NORWALK, STAMFORD AND VALLEY LABOR MARKET AREAS. 0 0 18063689 11362544 24478 ADULT JOB TRAINING - TOTAL OF 42,329 CUSTOMERS SERVED AT SOUTHWESTERN CT WORKS JOB CENTERS; 562 WIOA ADULT PARTICIPANTS ASSIGNED INDIVIDUAL TRAINING ACCOUNTS. AMERICAN JOB CENTERS CONTRACTS. THE ORGANIZATION HAS BEEN ENGAGED BY LOCAL WORKFORCE INVESTMENT BOARDS (WIB) IN OTHER STATES TO BE THEIR ONE-STOP OPERATOR AND SERVICE PROVIDER. CURRENTLY, THE ORGANIZATION IS PROVIDING SERVICES TO WIB'S IN THE STATES OF MASSACHUSETTS, NEW YORK, VIRGINIA, WEST VIRGINIA AND RHODE ISLAND THROUGH VARIOUS GRANTS AND CONTRACTS. 6859152 3843525 DISLOCATED WORKERS - TOTAL OF 15,873 CUSTOMERS SERVED AT SOUTHWESTERN CT JOB WORKS JOB CENTERS; 74 WIOA DISLOCATED PARTCIPANTS ASSIGNED INDIVIDUAL TRAINING ACCOUNTS. AMERICAN JOB CENTERS CONTRACTS. THE ORGANIZATION HAS BEEN ENGAGED BY LOCAL WORKFORCE INVESTMENT BOARDS (WIB) IN OTHER STATES TO BE THEIR ONE-STOP OPERATOR AND SERVICE PROVIDER. CURRENTLY, THE ORGANIZATION IS PROVIDING SERVICES TO WIB'S IN THE STATES OF MASSACHUSETTS, NEW YORK, VIRGINIA, WEST VIRGINIA AND RHODE ISLAND THROUGH VARIOUS GRANTS AND CONTRACTS. 2769961 724192 YOUTH PROGRAMS - THROUGH THE CAREERHUB, WE OFFER SKILLS TRAINING AS WELL AS JOB SEARCH AND PLACEMENT SERVICES. OUR TEAM WILL PROVIDE TOOLS TO HELP YOUNG ADULTS STAY COMPETITIVE IN THE WORKFORCE AND THE INSIGHT AND CONFIDENCE NEEDED TO IMPRESS POTENTIAL EMPLOYERS. YOUNG ADULTS BETWEEN THE AGES OF 16 TO 24 RECEIVE ASSISTANCE WITH CHOOSING AND PREPARING FOR A CAREER THEY CAN BE PROUD OF. THE CAREERHUB HAS A STAFF OF KNOWLEDGEABLE WORKFORCE SPECIALISTS WHO CAN HELP EACH YOUNG PERSON DISCOVER THEIR CAREER INTEREST AND WORK TOWARD ATTAINING THE SKILLS NEEDED TO GAIN EMPLOYMENT. EVERY PARTICIPANT RECEIVES INDIVIDUALIZED ATTENTION AS SERVICES CAN BE TAILORED TO MEET EACH PERSON'S NEEDS AND GOALS. YOUNG ADULTS UP TO AGE 24 LIVING THROUGHOUT SOUTHWESTERN CONNECTICUT CAN APPLY TO PARTICIPATE IN TRAINING PROGRAMS FUNDED BY THE WORKPLACE. SUBJECT TO ELIGIBILITY CRITERIA AND FUNDING AVAILABILITY. THE WORKPLACE IS DEDICATED TO HELPING YOUNG ADULTS BECOME VALUABLE AND SELF-RELIANT MEMBERS OF THE COMMUNITY BY OFFERING SKILLS TRAINING, AS WELL AS JOB SEARCH AND PLACEMENT SERVICES. SERVICES OFFERED INCLUDE, BUT ARE NOT LIMITED TO: CAREER COACHING OCCUPATIONAL TRAINING GED EXAM ASSISTANCE JOB SEARCH ASSISTANCE LIFE MANAGEMENT TRAINING ENTREPRENEURIAL/ADMINISTRATIVE SKILLS COMPREHENSIVE COUNSELING AND GUIDANCE RESUME WRITING LITERACY SUPPORT OCCUPATIONAL ACCESS/TRAINING: CONSTRUCTION HEALTHCARE HOSPITALITY SERVICES MANUFACTURING CUSTOMER SERVICE CDL LICENSING PAID INTERNSHIPS AND MORE 1330162 889380 TEMPORARY ASSISTENCE FOR NEEDY FAMILIES - TOTAL OF 802 JOBS FIRST PARTICIPANTS SERVED. AMERICAN JOB CENTERS CONTRACTS. THE ORGANIZATION HAS BEEN ENGAGED BY LOCAL WORKFORCE INVESTMENT BOARDS (WIB) IN OTHER STATES TO BE THEIR ONE-STOP OPERATOR AND SERVICE PROVIDER. CURRENTLY, THE ORGANIZATION IS PROVIDING SERVICES TO WIB'S IN THE STATES OF MASSACHUSETTS, NEW YORK, VIRGINIA, WEST VIRGINIA AND RHODE ISLAND THROUGH VARIOUS GRANTS AND CONTRACTS. 1330162 889380 29022964 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 1538 1 0 0 0 0 0 0 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 CT X X FRANCESCA ROMANO 2036108500 1000 LAFAYETTE BLVD SUITE 501 BRIDGEPORT CT 06604 YECENIA ACOSTA BOARD MEMBER 14.00 X 0 0 0 FRANK ALVARADO BOARD MEMBER 14.00 X 0 0 0 GEORGE ANDERSON BOARD MEMBER 14.00 X 0 0 0 PABLO COLON BOARD MEMBER 14.00 X 0 0 0 JILLIAN BALDWIN BOARD MEMBER 14.00 X 0 0 0 LARRY BENTLEY BOARD MEMBER 14.00 X 0 0 0 MARY BURGARD BOARD MEMBER 14.00 X 0 0 0 BING CARBONE BOARD MEMBER 14.00 X 0 0 0 HEATHER CAVANAGH BOARD MEMBER 14.00 X 0 0 0 WILLIAM COLEMAN II BOARD MEMBER 14.00 X 0 0 0 THOMAS COLEY BOARD MEMBER 14.00 X 0 0 0 JULIE DEMARCO BOARD MEMBER 14.00 X 0 0 0 CLODMIRO FALCON BOARD MEMBER 14.00 X 0 0 0 GARRY FELDMAN BOARD MEMBER 14.00 X 0 0 0 MONETTE FERGUSON BOARD MEMBER 14.00 X 0 0 0 VICTOR FUDA BOARD MEMBER 14.00 X 0 0 0 FRED GILL BOARD MEMBER 14.00 X 0 0 0 LINDY LEE GOLD BOARD MEMBER 14.00 X 0 0 0 DOUG HOLCOMB BOARD MEMBER 14.00 X 0 0 0 MEGHAN HOPKINS BOARD MEMBER 14.00 X 0 0 0 MICHAEL LABELLA BOARD MEMBER 14.00 X 0 0 0 JOHN LOESER BOARD MEMBER 14.00 X 0 0 0 JIM LOHR BOARD MEMBER 14.00 X 0 0 0 SABRINA MANCINI BOARD MEMBER 14.00 X 0 0 0 WILLIAM MCBRIDE BOARD MEMBER 14.00 X 0 0 0 MATTHEW MCSPEDON BOARD MEMBER 14.00 X 0 0 0 DAVID MORGAN BOARD MEMBER 14.00 X 0 0 0 JIM ODDO BOARD MEMBER 14.00 X 0 0 0 ROBERT OMARA BOARD MEMBER 14.00 X 0 0 0 WIN OPPEL BOARD MEMBER 14.00 X 0 0 0 MIKE PROTO BOARD MEMBER 14.00 X 0 0 0 CINDY RAFAEL BOARD MEMBER 14.00 X 0 0 0 LONI RICHARDS BOARD MEMBER 14.00 X 0 0 0 NICOLE RUSSO BOARD MEMBER 14.00 X 0 0 0 LARRY SAFFRAN BOARD MEMBER 14.00 X 0 0 0 MATTHEW SEEBECK BOARD MEMBER 14.00 X 0 0 0 BRUCE SILVERSTONE BOARD MEMBER 14.00 X 0 0 0 DWAYNE SMITH BOARD MEMBER 14.00 X 0 0 0 THOMAS SPORTINI BOARD MEMBER 14.00 X 0 0 0 BRIAN TRUINI BOARD MEMBER 14.00 X 0 0 0 VALERIE WATSON BOARD MEMBER 14.00 X 0 0 0 DENNIS YARMICH BOARD MEMBER 14.00 X 0 0 0 JOSEPH CARBONE PRESIDENT & CEO 35.00 X 322970 0 30384 FRANCESCA ROMANO CHIEF FINANCIAL OFFICER 35.00 X 145844 0 50910 ADRIENNE PARKMOND CHIEF OPERATING OFFICER 35.00 X 278846 0 39158 TOM LONG SR VP OF COMMUNICATIONS & SCSEP OPERATIONS 35.00 X 169044 0 43562 MICHAEL MCCARTHY VICE PRESIDENT HUMAN RESOURCE AND TALENT MANAGEMEN 35.00 X 146601 0 17123 MICHAEL MORGAN VP OF BUSINESS MANAGEMENT 35.00 X 120150 0 12660 MICHAEL HAYDEN SR VP OF WORKFORCE DEVELOPMENT 35.00 X 148614 0 9331 1332069 0 203128 8 0 1 0 CAREER RESOURCES INC 1000 LAFAYETTE BLVD SUITE 303 BRIDGEPORT CT 06604 EMPLOYMENT AND COMMUNITY PROGRAM SERVICE 3102348 ENGAGE STAFFING 1000 LAFAYETTE BLVD SUITE 501 BRIDGEPORT CA 06604 EMPLOYMENT AND COMMUNITY PROGRAM SERVICE 920046 CAPITAL WORKFORCE PARTNERS ONE UNION PLACE HARTFORD CT 06103 EMPLOYMENT PROGRAM SERVICES 369944 WORKFORCE READY KONCEPTS 1308 COMMON ST SUITE 205 NEW BRAUNFELS TX 78130 EMPLOYMENT AND COMMUNITY PROGRAM SERVICE 354238 MORRISON GROUP LLC 101 ELIZABETH STREET BOX 13 DERBY CT 06418 TRAINING AND DEVELOPMENT 135933 8 31419901 595550 32015451 PROGRAM REVENUE 541610 24478 24478 24478 4268 4268 32044197 24478 0 4268 3883107 3883107 12936534 12936534 550108 425093 119810 5205 6826273 5305128 1456556 64589 688632 514588 167528 6516 1807081 1350361 439622 17098 514353 384356 125130 4867 39825 24859 14000 966 43309 27035 15224 1050 1362397 1265521 90624 6252 116146 112218 465 3463 81265 46826 33830 609 441025 360111 77174 3740 1311450 1080390 220096 10964 121607 92795 26381 2431 6250 6250 116166 107912 8254 136626 117312 18200 1114 PARTICIPANT SUPPORT & S 974981 973752 1229 DUES & SUBSCRIPTIONS 20881 3755 14697 2429 EQUIP. LEASE & MAINT. 16615 11311 4783 521 31994631 29022964 2839853 131814 3252078 2923252 122227 126308 2665034 2669234 288711 245695 110803 207606 1255106 1042901 347784 212205 11817 14705 339212 316673 9125 3800427 7146791 10516105 4523768 3987333 600793 1067538 1167778 747121 263244 4092991 6555583 9894983 X 107622 39952 483586 581170 591208 621122 7146791 10516105 X 49566 2887 -22539 X X 0 1 X 1 1 1 X 35075632 31614029 28197295 31765036 32015451 158667443 35075632 31614029 28197295 31765036 32015451 158667443 158667443 1913 1169 164 121 4268 7635 158675078 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 134044 6968 141012 136616 -2572 134044 131931 4685 136616 129698 2233 131931 126970 2728 129698 0.86000 0.14000 0 0 1255106 1042901 212205 212205 SECURITY DEPOSIT 9125 RIGHT OF USE - OPERATING LEASE 3791302 3800427 OPERATING LEASE LIABILITY - CURRENT PORTION 583075 OPERATING LEASE LIABILITY 3509916 4092991 X 34517407 2887 2470323 2473210 32044197 0 32044197 34487493 2492862 2492862 31994631 0 31994631 PART V, LINE 4: THE EARNINGS OF THE ENDOWMENT ARE RESTRICTED FOR USE IN THE ORGANIZATION'S SCHOLARSHIP PROGRAM PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITION WITH ANY OF ITS OPEN TAX YEARS AND HAS NO OPEN TAX YEARS PRIOR TO JUNE 30, 2018. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: WP VENTURES, INC. REVENUE 2,470,323. PART XII, LINE 2D - OTHER ADJUSTMENTS: WP VENTURES, INC. EXPENSE 2,492,862. 1 WORKFORCE ALLIANCE 560 ELLA T GRASSO BOULEVARD NEW HAVEN CT 06519 061090440 501(C)(3) 88902 0 PROVIDE RE-TRAINING & TEMPORARY JOB PLACEMENT TO MATURE WORKERS SEEKING TO REENTER THE JOB MARKET MORRISON GROUP LLC PO BOX 4483 HAMDEN CT 06514 061624828 N/A 135933 0 PROVIDE TRAINING TO CANDIDATES ENROLLED IN THE HEALTH CARE OPPORTUNITY GRANT CAREER RESOURCES INC 350 FAIRFIELD AVE BRIDGEPORT CT 06604 061427945 501(C)(3) 3060464 0 UNIVERSAL ACCESS TO COMPREHENSIVE EMPLOYMENT SERVICES THROUGH VARIOUS ONE STOP CENTERS SET UP IN SOUTHWEST CONNECTICUT MARRAKECH INC 6 LUNAR DRIVE WOODBRIDGE CT 06525 237148533 501(C)(3) 125249 0 UNIVERSAL ACCESS TO COMPREHENSIVE EMPLOYMENT SERVICES THROUGH VARIOUS ONE STOP CENTERS SET UP IN SOUTHWEST CONNECTICUT CAPITAL WORKFORCE PARTNERS ONE UNION PLACE HARTFORD CT 06103 061013293 501(C)(3) 369944 0 JOB TRAINING & PLACEMENT ASSISTANCE TO BORROWERS WHO HAVE GONE INTO MORTGAGE FORECLOSURE & WHO ARE UNEMPLOYED OR UNDEREMPLOYED SUPPORTIVE HOUSING WORKS 387 CLINTON AVENUE BRIDGEPORT CT 06604 205529890 501(C)(3) 12406 0 TO PROVIDE SERVICES FOR IDENTIFYING HOUSING OPPORTUNITIES ON BEHALF OF VETERAN HOUSEHOLDS UNDER THE SSVF PROGRAM DCI RESOURCES LLC 50 FITCH STREET 2ND FLOOR NEW HAVEN CT 06511 264793716 N/A 41100 0 PROVIDE JOB TRAINING CITY OF MILFORD EMPLOYMENT AND TRAINING ADMIN 70 WEST RIVER STREET MILFORD CT 06460 222505206 N/A 49109 0 PROVIDE JOB TRAINING 5 3 AMOUNTS FUNDED THROUGH FEDERAL & STATE GRANTS TO PAY FOR TRAINING AND EDUCATION ON BEHALF OF ELIGBILE EMPLOYEES 314 712201 WAGES PAID TO ELIGIBLE PARTICIPANTS FUNDED THROUGH FEDERAL AND STATE GRANTS 1316 12223316 PART I, LINE 2: THE WORKPLACE, INC. USES THEIR CHART OF ACCOUNTS TO MONITOR AMOUNTS OF GRANTS GIVEN TO ORGANIZATIONS AND COMPANIES. FOR EACH GRANT, AN EXPENSE ACCOUNT IS ESTABLSHED TO TRACK THE EXPENSES PER GRANTEE AND SOURCE OF FUNDS. EACH GRANT REQUIRES THE EXECUTION OF A GRANT AWARD DOCUMENT THAT PROVIDES FOR THE USE OF THE FUNDS, INDIVIDUAL POPULATION TO BE SERVED, NUMBER OF INDIVIDUALS TO BE SERVED, AND PROGRAMS TO BE RAN. THE WORKPLACE, INC.'S ACCOUNTING STAFF IS RESPONSIBLE FOR PERFORMING ON SIGHT REVIEW OF GRANTEES' ACCOUNTING RECORDS, ACCOUNTING POLICIES AND PROCEDURES, AND PROGRAM PERFORMANCE. ACCOUNTING STAFF MONITOR THE AUDIT REQUIREMENTS OF THE GRANTEES' TO ENSURE THAT AUDITS ARE PERFORMED AND SUBMITTED TO THE WORKPLACE, INC. AND IF REQUIRED, FEDERAL AND STATE SINGLE AUDITS ARE PERFORMED. X X X X X 0 0 0 0 0 0 0 0 0 JOSEPH CARBONE PRESIDENT & CEO 322970 0 0 0 0 0 30384 0 0 0 353354 0 0 0 ADRIENNE PARKMOND CHIEF OPERATING OFFICER 278846 0 0 0 0 0 26621 0 12537 0 318004 0 0 0 TOM LONG SR VP OF COMMUNICATIONS & SCSEP OPER 169044 0 0 0 0 0 16964 0 26597 0 212605 0 0 0 FRANCESCA ROMANO CHIEF FINANCIAL OFFICER 145844 0 0 0 0 0 14267 0 36643 0 196754 0 0 0 MICHAEL MCCARTHY VICE PRESIDENT HUMAN RESOURCE AND TA 146601 0 0 0 0 0 15075 0 2049 0 163725 0 0 0 MICHAEL HAYDEN SR VP OF WORKFORCE DEVELOPMENT 148614 0 0 0 0 0 7624 0 1707 0 157945 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FINALIZING THE 990 FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY. ANY CONFLICTS THAT ARISE DURING THE YEAR ARE MONITORED THROUGH SELF DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS ARRIVED AT BY REVIEW OF PERFORMANCE AND COMPARABILITY DATA BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE PER CONTRACT (3 YEARS). REMAINING EMPLOYEES ARE DONE BY CEO ANNUALLY BASED ON ANNUAL EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: LOSS ON INVESTMENT - WP VENTURES, INC. -22,539. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTOR'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE OUTSIDE ACCOUNTING FIRM TO PERFORM THE ANNUAL AUDIT. THE FINANCE COMMITTEE MEETS WITH THE AUDITORS TO REVIEW THE DRAFT OF THE AUDIT PRIOR TO THE AUDIT BEING ISSUED. WP VENTURES INC 1000 LAFAYETTE BOULEVARD SUITE 501 BRIDGEPORT CT 06604 473466653 ADMINISTRATIVE SUPPORT AND EMPLOYMENT SERVICES CT THE WORKPLACE INC C -22539 342939 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 WP VENTURES INC P 933898 CASH