WORKFORCE RESOURCE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WORKFORCE RESOURCE INC (EIN 39-1455735)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-09
IRS object ID
202431309349304148
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

FieldValueIRS element (for citing)
Return2024-05-09T15:11:23-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12501 W BELTLINE HWY STE 401AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53713ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391455735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WORKFORCE RESOURCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWORKBusinessNameControlTxt
Phone7152321028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 TECHNOLOGY DRIVE EAST 100AddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTIAN BLAISDELLPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7152321412PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTIANPersonFirstNm
Person LastBLAISDELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQUINN DUGANPreparerPersonNm
PTINP02267768PTIN
Phone6082741980PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTIAN BLAISDELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 TECHNOLOGY DRIVE EAST 100AddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,796,170GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WORKFORCERESOURCE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionEMPOWERING PEOPLE THROUGH EMPLOYMENTActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee265TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,775,917PYContributionsGrantsAmt
CY Contributions Grants$8,686,485CYContributionsGrantsAmt
PY Program Service Revenue$109,292PYProgramServiceRevenueAmt
CY Program Service Revenue$59,234CYProgramServiceRevenueAmt
PY Investment Income$9,990PYInvestmentIncomeAmt
CY Investment Income$10,486CYInvestmentIncomeAmt
PY Other Revenue$55,477PYOtherRevenueAmt
CY Other Revenue$13,404CYOtherRevenueAmt
PY Total Revenue$7,950,676PYTotalRevenueAmt
CY Total Revenue$8,769,609CYTotalRevenueAmt
PY Grants And Similar Paid$2,386,371PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,908,558CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,167,140PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,662,887CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$35,108PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$47,925CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$99,302CYTotalFundraisingExpenseAmt
PY Other Expenses$1,435,247PYOtherExpensesAmt
CY Other Expenses$1,688,638CYOtherExpensesAmt
PY Total Expenses$8,023,866PYTotalExpensesAmt
CY Total Expenses$9,308,008CYTotalExpensesAmt
PY Revenues Less Expenses-$73,190PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$538,399CYRevenuesLessExpensesAmt
Total Assets BOY$5,013,026TotalAssetsBOYAmt
Total Assets EOY$5,444,411TotalAssetsEOYAmt
Total Liabilities BOY$577,154TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,546,938TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,435,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,897,473NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF WORKFORCE RESOURCE, INC. IS TO EMPOWER PEOPLE THROUGH EMPLOYMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,777,937ExpenseAmt
Grant$558,210GrantAmt
Revenue$19,915RevenueAmt
DescWISCONSIN WORKS (W-2) PROGRAMS: WORKFORCE RESOURCE, INC. IS CONTRACTED WITH THE STATE OF WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES TO OPERATE WISCONSIN WORKS (W-2) PROGRAMS IN ASHLAND, BARRON, BAYFIELD, BURNETT, CHIPPEWA, CLARK, DOUGLAS, DUNN, EAU CLAIRE, IRON, PIERCE, POLK, RUSK, ST. CROIX, SAWYER, AND WASHBURN COUNTIES.THE GOAL OF WISCONSIN WORKS (W-2) IS TO PROVIDE NECESSARY AND APPROPRIATE SERVICES TO PREPARE INDIVIDUALS TO WORK, AND TO OBTAIN AND MAINTAIN VIABLE, SELF-SUSTAINING EMPLOYMENT, WHICH WILL PROMOTE ECONOMIC GROWTH. W-2 IS DESIGNED TO ENSURE THAT EVERYONE IN WISCONSIN SHARES IN OUR ECONOMIC OPPORTUNITIES.WISCONSIN WORKS (W-2) IS BASED ON WORK PARTICIPATION AND PERSONAL RESPONSIBILITY. THE PROGRAM PROVIDES EMPLOYMENT PREPARATION SERVICES, CASH MANAGEMENT AND CASH ASSISTANCE TO ELIGIBLE FAMILIES.WORKFORCE RESOURCE, INC. ASSISTED 585 INDIVIDUAL CLIENTS DURING THE FISCAL YEAR. 100 INDIVIDUALS WERE ASSISTED INTO FULLTIME EMPLOYMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,951,944ExpenseAmt
Grant$788,054GrantAmt
Revenue$14,184RevenueAmt
DescOTHER PROGRAMS:THE INDEPENDENT LIVING PROGRAM PROVIDES SERVICES TO YOUTH WHO ARE AGING OUT OF FOSTER CARE.FAST FORWARD GRANTS FOCUS ON INDUSTRY TRAINING AND BASIC JOB SKILLS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,892,844ExpenseAmt
Grant$287,487GrantAmt
Revenue$13,570RevenueAmt
DescFOOD SHARE EMPLOYMENT AND TRAINING (FSET):THE FSET PROGRAM IS AN EMPLOYMENT AND TRAINING PROGRAM OPERATED AS PART OF THE FEDERAL SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), WHICH IS KNOWN AS FOODSHARE (FS) IN WISCONSIN. BOTH FS AND ITS FSET COMPONENT ARE ADMINISTERED BY THE WISCONSIN DEPARTMENT OF HEALTH SERVICES (DHS).ACCORDING TO THE FEDERAL FOOD AND NUTRITION ACT OF 2008, THE PURPOSE OF FSET IS TO PROVIDE FS MEMBERS WITH OPPORTUNITIES TO GAIN SKILLS, TRAINING AND EXPERIENCE NEEDED TO IMPROVE EMPLOYMENT PROSPECTS AND REDUCE RELIANCE ON FS BENEFITS. THE PROGRAM ALSO OFFERS FS MEMBERS A WAY TO MEET THE WORK REQUIREMENTS STIPULATED IN THE FOOD AND NUTRITION ACT OF 2008.THE GOAL OF FSET IS TO PROVIDE FS MEMBERS THE ASSISTANCE AND SUPPORT THEY NEED TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT. THE OBJECTIVE OF FSET IS TO DRAW UPON THE STRENGTHS, NEEDS AND PREFERENCES OF INDIVIDUAL JOB SEEKERS BY OFFERING AN ARRAY OF EMPLOYMENT AND TRAINING SERVICES INTENDED TO FACILITATE AN EFFICIENT USE OF RESOURCES TO ASSIST FSET VOLUNTEERS TO MOVE PROMPTLY INTO UNSUBSIDIZED EMPLOYMENT. IN ADDITION TO EMPLOYMENT AND TRAINING SERVICES, THE FSET PROGRAM OFFERS ASSISTANCE TO FS MEMBERS WHILE THEY LOOK FOR WORK. OFFERED ASSISTANCE INCLUDES HELP WITH RESUMES AND APPLICATIONS, TRANSPORTATION SUPPORT, WORK-READINESS WORKSHOPS, INTERVIEW ASSISTANCE, AND WORK EXPERIENCE VOLUNTEER PLACEMENTS. TOTAL PARTICIPANTS SERVED LAST YEAR WAS 2,385 WITH 1,144 ENTERING EMPLOYMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$670,137$191$4,804SENIOR COMMUNITY EMPLOYMENT PROGRAM:THE SENIOR COMMUNITY EMPLOYMENT PROGRAM ASSISTS INDIVIDUALS OVER 55 TRANSITION INTO JOBS BY PROVIDING TRAINING AND WORK EXPERIENCE.
$399,265$78,050$2,862WIOA YOUTH SERVICES:A TOTAL OF 127 YOUTH BETWEEN 14 AND 24 YEARS OF AGE WERE SERVED DURING THE 2022-2023 PROGRAM YEAR. SERVICES INCLUDED ASSESSMENT, CAREER PLANNING, PRE-EMPLOYMENT SKILL DEVELOPMENT, WORK EXPERIENCE, BASIC SKILLS EDUCATION, ALTERNATIVE EDUCATION, SCHOOL-TO-WORK TRANSITION SERVICES, OCCUPATIONAL SKILLS TRAINING, JOB READINESS TRAINING, JOB SEARCH PREPARATION AND JOB PLACEMENT. YOUTH ARE ELIGIBLE TO PARTICIPATE IN WORK EXPERIENCE AT VARIOUS PUBLIC AND PRIVATE WORKSITES WHERE THEY MASTERED BOTH WORK MATURITY AND JOB SPECIFIC SKILLS. WORKFORCE RESOURCE, INC. EXCEEDED FOUR YOUTH PERFORMANCE MEASURES IN 2022-2023: PLACEMENT IN EMPLOYMENT OR EDUCATION, FOURTH QUARTER RETENTION AND MEDIAN EARNINGS.
$338,230$141,372$2,425WIOA ADULT SERVICES:WORKFORCE RESOURCE, INC. SERVED 122 ADULTS. SERVICES TO THESE INDIVIDUALS INCLUDED ASSESSMENT, CAREER PLANNING, PRE-EMPLOYMENT SKILLS DEVELOPMENT, BASIC SKILL EDUCATION, WORK EXPERIENCE, JOB READINESS TRAINING, OCCUPATIONAL SKILLS TRAINING, ON-THE-JOB TRAINING, JOB SEARCH PREPARATION AND JOB PLACEMENT. DURING THE PROGRAM YEAR 77% OF THE INDIVIDUALS WHO EXITED WERE EMPLOYED DURING THE SECOND QUARTER AFTER EXITING, AND 71.8% RETAINED THAT EMPLOYMENT IN THE FOURTH QUARTER AFTER EXITING. THE THREE-MONTH MEAN-EARNINGS FOR ALL ADULTS WAS $7,000. WORKFORCE RESOURCE, INC. EXCEEDED THE GOAL FOR THE CREDENTIAL PERFORMANCE MEASURE.
$205,593$55,194$1,474WIOA DISLOCATED WORKERS SERVICES:A TOTAL OF 119 DISLOCATED WORKERS WERE SERVED UNDER DISLOCATED WORKER AND RAPID RESPONSE GRANTS. DURING THE PROGRAM YEAR 78.9% OF THE PARTICIPANTS WHO EXITED THE PROGRAM WERE WORKING DURING THE SECOND QUARTER AFTER EXITING AND 83.5% RETAINED THEIR EMPLOYMENT DURING THE FOURTH QUARTER AFTER EXITING. SERVICES INCLUDED ASSESSMENT, CAREER PLANNING, OCCUPATIONAL SKILLS TRAINING, ON-THE-JOB TRAINING, BASIC SKILLS DEVELOPMENT, JOB SEARCH PREPARATION AND JOB PLACEMENT. THE THREE-MONTH MEAN EARNINGS FOR ALL WIOA DISLOCATED WORKERS WAS $10,082.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,613,225TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$274,807TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$11,565TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$8,235,950TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee265EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACKIE GREENEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7152321028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 TECHNOLOGY DRIVE EAST 100AddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRAD GRINGRAS
CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
PAMELA GUTHMAN
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
ADAM ASHLEY
DIRECTOR1.00Yes (X)$0$0$0
JEREMY KILEY
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA POTTER-EFRON
DIRECTOR1.00Yes (X)$0$0$0
SHERRI SCHEIDLER
DIRECTOR1.00Yes (X)$0$0$0
KATHY WELKE
DIRECTOR1.00Yes (X)$0$0$0
CHRISTIAN BLAISDELL
CEO40.00Yes (X)$67,685$0$0
RICHARD PRICE
CHIEF INFORMATION OFFICER40.00Yes (X)$87,989$0$29,148
FieldValueIRS element (for citing)
Total Reportable Comp From Org$155,674TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$29,148TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CLIFTON LARSON ALLEN
3402 OAKWOOD MALL DR 100EAU CLAIREWI54701ACCOUNTING SERVICES/CONSULTING$338,320
NORTHWEST CEP INC
422 THIRD ST SUITE 200ASHLANDWI54806EDUCATION SERVICES$220,355
INTEGRITEKDYNAMITE TECH
800 WISCONSIN ST SUITE 405GEAU CLAIREWI54703IT SERVICES$154,463
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,279FederatedCampaignsAmt
Government Grants$8,553,072GovernmentGrantsAmt
All Other Contributions$132,134AllOtherContributionsAmt
Total Contributions$8,686,485TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM INCOMEDesc
Business561300BusinessCd
Total Revenue Column$59,234TotalRevenueColumnAmt
Related Or Exempt Func Income$59,234RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$59,234TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,486TotalRevenueColumnAmt
Exclusion$10,486ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$26,561RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$26,561RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,404TotalRevenueColumnAmt
Exclusion$13,404ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,404OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,769,609TotalRevenueColumnAmt
Related Or Exempt Func Income$59,234RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,890ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,908,558TotalAmt
Program Services$1,908,558ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$184,822TotalAmt
Program Services$167,532ProgramServicesAmt
Management And General$15,561ManagementAndGeneralAmt
Fundraising$1,729FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,209,561TotalAmt
Program Services$3,845,967ProgramServicesAmt
Management And General$327,234ManagementAndGeneralAmt
Fundraising$36,360FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$173,827TotalAmt
Program Services$157,566ProgramServicesAmt
Management And General$14,635ManagementAndGeneralAmt
Fundraising$1,626FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$785,948TotalAmt
Program Services$712,425ProgramServicesAmt
Management And General$66,171ManagementAndGeneralAmt
Fundraising$7,352FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$308,729TotalAmt
Program Services$279,848ProgramServicesAmt
Management And General$25,993ManagementAndGeneralAmt
Fundraising$2,888FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$735TotalAmt
Management And General$735ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,338TotalAmt
Management And General$45,338ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$47,925TotalAmt
Fundraising$47,925FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$523,275TotalAmt
Program Services$224,321ProgramServicesAmt
Management And General$298,954ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,725TotalAmt
Program Services$3,725ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$173,148TotalAmt
Program Services$156,380ProgramServicesAmt
Management And General$15,346ManagementAndGeneralAmt
Fundraising$1,422FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$84,205TotalAmt
Program Services$84,205ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$341,905TotalAmt
Program Services$245,327ProgramServicesAmt
Management And General$96,578ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$67,998TotalAmt
Program Services$61,733ProgramServicesAmt
Management And General$6,265ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,899TotalAmt
Program Services$13,386ProgramServicesAmt
Management And General$4,513ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$46,037TotalAmt
Program Services$46,037ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$35,794TotalAmt
Program Services$35,794ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BAD DEBT$149,929$149,929
DUES & MEMBERSHIPS$9,567$9,567

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$189,083TotalAmt
Program Services$133,650ProgramServicesAmt
Management And General$55,433ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,308,008TotalAmt
Program Services$8,235,950ProgramServicesAmt
Management And General$972,756ManagementAndGeneralAmt
Fundraising$99,302FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,706,181BOYAmt
EOY$2,974,313EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,334,971BOYAmt
EOY$1,013,959EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$126,146BOYAmt
EOY$95,348EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$209,184BOYAmt
EOY$247,317EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,899,004LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,302,123LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$636,544BOYAmt
EOY$596,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$516,593EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,013,026BOYAmt
EOY$5,444,411EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$577,125BOYAmt
EOY$657,946EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$29BOYAmt
EOY$366,896EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$522,096EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$577,154BOYAmt
EOY$1,546,938EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,395,413BOYAmt
EOY$3,860,131EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,459BOYAmt
EOY$37,342EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,435,872BOYAmt
EOY$3,897,473EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,013,026BOYAmt
EOY$5,444,411EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$538,399ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,042,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,524,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,156,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,775,917CurrentTaxYearMinus1YearAmt
Current Tax Year$8,686,485CurrentTaxYearAmt
Total$40,186,373TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,042,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,524,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,156,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,775,917CurrentTaxYearMinus1YearAmt
Current Tax Year$8,686,485CurrentTaxYearAmt
Total$40,186,373TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$40,186,373PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,953CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,347CurrentTaxYearMinus1YearAmt
Current Tax Year$37,047CurrentTaxYearAmt
Total$218,374TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$177,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,477CurrentTaxYearMinus1YearAmt
Current Tax Year$13,404CurrentTaxYearAmt
Total$432,828TotalAmt
FieldValueIRS element (for citing)
Total Support$40,837,575TotalSupportAmt
Gross Receipts Rltd Activities$222,286GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98410PublicSupportCY170Pct
Public Support PY1700.98330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,396OtherCostOrOtherBasisAmt
Book Value$46,396BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,383,522OtherCostOrOtherBasisAmt
Depreciation$875,647DepreciationAmt
Book Value$507,875BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$469,086OtherCostOrOtherBasisAmt
Depreciation$426,476DepreciationAmt
Book Value$42,610BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$596,881TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT-OF-USE-ASSET, OPERATINGDesc
Book Value$516,593BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$516,593TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,796,170TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$8,796,170RevenueSubtotalAmt
Other Revenues Not Included-$26,561OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$26,561RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,769,609TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,334,569TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$26,561OtherExpensesIncludedAmt
Expenses Not Reported$26,561ExpensesNotReportedAmt
Expenses Subtotal$9,308,008ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,308,008TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:BUILDING RENTAL EXPENSE -26,561.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BUILDING RENTAL EXPENSE 26,561.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonNANCY KRAFTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1W5261 BUTLER STREETAddressLine1Txt
CitySHELDONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54766ZIPCd
FieldValueIRS element (for citing)
ActivityGRANT WRITINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$47,925RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$47,925TotalRetainedByContractorsAmt
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
TRAINING AND OTHER ASSISTANCE PROVIDED TO WIOA/JOB OPPORTUNITY PARTICIPANTS368$274,616
TRAINING AND OTHER ASSISTANCE TO FSET JOB OPPORTUNITY PARTICIPANTS1702$287,487
TRAINING AND OTHER ASSISTANCE TO W-2 JOB OPPORTUNITY PARTICIPANTS512$558,210
SENIOR COMMUNITY EMPLOYMENT PROGRAM117$191
INDEPENDENT LIVING91$265,398
OTHER PROGRAMS208$522,656

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR REVIEW WHEN IT IS RECEIVED FROM THE ACCOUNTANTS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CWORKFORCE RESOURCE, INC. EMPLOYEES AND WORKFORCE RESOURCE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTEREST, DIRECT OR INDIRECT, IN ANY PROJECT WHICH THE CORPORATION IS OPERATING OR PROMOTING OR ANY CONTRACT RELATING TO ANY SUCH PROJECT. AT ORIENTATION, EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A DISCLOSURE OF INTEREST AND ANNUALLY WORKFORCE RESOURCE, INC. MANAGEMENT AND BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR DISCLOSURES. BOARD MEMBERS ARE NOT ALLOWED TO DISCUSS OR VOTE ON ANY ADMINISTRATIVE PURCHASE OF GOODS OR SERVICES; OR DISCUSS OR VOTE ON ANY MATTER WHICH WOULD PROVIDE DIRECT FINANCIAL BENEFIT TO THAT MEMBER OR AFFILIATED ORGANIZATION. NO EMPLOYEES OR BOARD MEMBERS WILL RECOMMEND OR DECIDE TO HIRE, PROMOTE OR ESTABLISH THE SALARY FOR MEMBERS OF HIS OR HER IMMEDIATE FAMILY. ALL VOUCHERS AND HIRING DECISIONS ARE REVIEWED AND APPROVED BY CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, OR DESIGNEE.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS BASED ON BUDGET AND REASONABILITY OF COMPENSATION. WORKFORCE RESOURCE, INC.'S BOARD DETERMINES COMPENSATION OF ALL EMPLOYEES BASED ON THE SALARY AND BENEFITS STUDY PROVIDED BY WORKNET. INCREASES ARE BASED ON OBJECTIVE DATA USED FOR REVIEWS AND PERFORMANCE INDICATORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS PART OF THE CODE OF CONDUCT AND IS ALSO AVAILABLE UPON REQUEST.

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