2023-04-20T11:47:25-05:00 2022-06-30 592145410 POWELL & JONES CPA 1359 SW MAIN BLVD LAKE CITY FL 32025 990 2021-07-01 650778245 SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD INC SOUT 2392252500 6800 SHOPPES AT PLANTATION 170 FORT MYERS FL 33912 PEG ELMORE EXECUTIVE DIRECTOR 2392252500 2023-04-19 1 PEG ELMORE XXX-XX-XXXX RICHARD POWELL P01426180 3867554200 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PEG ELMORE 6800 SHOPPES AT PLANTATION STE 170 FORT MYERS FL 33912 10165135 0 X WWW.CAREERSOURCESOUTHWESTFLORIDA.COM X 1997 FL THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE ADMINISTRATION AND OVERSIGHT TO ORGANIZATIONS AND INDIVIDUALS WHO SERVE THOSE SEEKING EMPLOYMENT OPPORTUNITIES THROUGH JOB TRAINING, JOB PLACEMENT, COUNSELING AND OTHER ASSISTANCE. 23 23 72 0 0 0 10626826 9724265 0 0 66 0 587434 440870 11214326 10165135 2119153 2369308 0 0 5866870 4945504 0 0 0 3274237 2873852 11260260 10188664 -45934 -23529 4172033 6992908 3559334 6885265 612699 107643 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE ADMINISTRATION AND OVERSIGHT TO ORGANIZATIONS AND INDIVIDUALS WHO SERVE THOSE SEEKING EMPLOYMENT OPPORTUNITIES THROUGH JOB TRAINING, JOB PLACEMENT, COUNSELING AND OTHER ASSISTANCE. 0 0 5661455 1606070 WORKFORCE INNOVATION AND OPPORTUNITY ACT - WIOA PROGRAMS PROVIDE YOUTH, ADULTS AND DISLOCATED WORKERS WITH THE INFORMATION, ADVICE, JOB SEARCH ASSISTANCE AND TRAINING THEY NEED TO GET AND KEEP GOOD JOBS AND PROVIDE EMPLOYERS WITH SKILLED WORKERS. 1623487 737308 WELFARE TRANSITION - WELFARE TRANSITION PROGRAMS ARE DESIGNED TO EMPHASIZE WORK, SELF SUFFICIENCY, AND PERSONAL RESPONSIBILITY FOR WELFARE RECIPIENTS AND TO ENABLE THEM TO MOVE FROM WELFARE TO WORK. 649326 15696 WAGNER-PEYSER PROGRAMS ARE DESIGNED TO IMPROVE THE FUNCTIONING OF THE NATION'S LABOR MARKETS BY BRINGING TOGETHER INDIVIDUALS WHO ARE SEEKING EMPLOYMENT WITH EMPLOYERS WHO ARE SEEKING WORKERS. 1221915 10234 440870 1221915 10234 440870 9156183 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 72 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X MIKE EGAN 2392252500 6800 SHOPPES AT PLANTATION DR SUITE FORT MYERS FL 33912 DIANA BELLO BOARD MEMBER 1.00 X 0 0 0 BJ BRUNDAGE BOARD MEMBER 1.00 X 0 0 0 DRUMMOND CAMEL BOARD MEMBER 1.00 X 0 0 0 JAMES COALWELL BOARD MEMBER 1.00 X 0 0 0 MICHAEL DALBY TREASURER 1.00 X 0 0 0 BILL DIAMOND BOARD MEMBER 1.00 X X 0 0 0 BRIAN HIRSCH BOARD MEMBER 1.00 X 0 0 0 KIM HUSTAD BOARD MEMBER 1.00 X 0 0 0 MIKE JACKSON PRESIDENT 1.00 X 0 0 0 BRENT KETTLER BOARD MEMBER 1.00 X X 0 0 0 JIM LAMB BOARD MEMBER 1.00 X 0 0 0 MIKE NAGLE BOARD MEMBER 1.00 X 0 0 0 AARON STITT BOARD MEMBER 1.00 X 0 0 0 JOE WHEELER BOARD MEMBER 1.00 X 0 0 0 KEITHA DANIELS BOARD MEMBER 1.00 X 0 0 0 CURTIS BROWN BOARD MEMBER 1.00 X 0 0 0 DAVE GAMMON BOARD MEMBER 1.00 X 0 0 0 DR BRAD MYERS BOARD MEMBER 1.00 X 0 0 0 JOHN TALMAGE BOARD MEMBER 1.00 X 0 0 0 MICHAEL WUKITSCH BOARD MEMBER 1.00 X 0 0 0 ADRIEN KERR BOARD MEMBER 1.00 X 0 0 0 DR AMY TEPROVICH BOARD MEMBER 1.00 X 0 0 0 MIKE BISKIE BOARD MEMBER 1.00 X 0 0 0 CARL STRINGER BOARD MEMBER 1.00 X 0 0 0 PRISCILLA CHAGNON DEPUTY DIRECTOR 40.00 X 116842 0 10546 JOSEPH P PATERNO EXECUTIVE DIRECTOR 40.00 X 185832 0 9046 MICHAEL EGAN FINANCE DIRECTOR 40.00 X 141050 0 539 443724 0 20131 3 0 1 0 TAYLOR HALL MILLER PARKER PA 225 E ROBINSON ST SUITE 455 ORLANDO FL 32801 PROFESSIONAL 108500 1 9618996 105269 9724265 436355 0 436355 436355 436355 MISCELLANEOUS 561300 4515 4515 4515 10165135 440870 0 0 X 2369308 2369308 174558 174558 3834199 3328751 505448 636637 598202 38435 300110 249639 50471 60187 8895 51292 20874 19976 898 186170 157556 28614 21214 11057 10157 38848 38169 679 206598 206598 1347407 1347407 74718 72272 2446 FACILITIES 291837 161898 129939 REPAIRS AND MAINTENANCE 165779 165445 334 AUDITING AND MONITORING 141057 107844 33213 STAFF DEVELOPMENT 63434 62634 800 255729 250532 5197 10188664 9156183 1032481 0 2765043 2630153 2453 18724 69772 83497 12604368 8343834 1334765 4260534 4172033 6992908 742581 655939 1128404 1072028 1688349 1593415 0 3563883 3559334 6885265 X 612699 107643 612699 107643 4172033 6992908 -23529 -481527 0 X X 0 1 X 1 1 1 X 15425021 13795097 12464225 10626826 9618996 61930165 15425021 13795097 12464225 10626826 9618996 61930165 61930165 555317 644884 669361 587500 546139 3003201 64933366 0.95370 0.95720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 25000 2467000 1359780 1107220 1033009 1023500 9509 891458 891458 0 8187901 5069096 3118805 4260534 LEASES PAYABLE 3563883 3563883 X 10165135 0 10165135 0 10165135 10188664 0 10188664 0 10188664 PART X, LINE 2: UNDER THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC INCOME TAXES, THE BOARD HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE BOARD. 1 TRAINING (WIOA) 811 1606070 COST SCHOOLS AND SUPPORTIVE SERVICES TRAINING (WTP) 66 737308 COST SCHOOLS AND SUPPORTIVE SERVICES WAGNER PEYSER 28 15696 COST SCHOOLS AND SUPPORTIVE SERVICES TRADE ADJUSTMENT ASSISTANCE 4 10234 COST SCHOOLS AND SUPPORTIVE SERVICES PART I, LINE 2: STAFF MONITORS PARTICIPANTS UTILIZING TOOLS ESTABLISHED BY THE STATE OF FLORIDA DEPARTMENT OF ECONOMIC OPPORTUNITY. INVOICES PAID ARE MONITORED AGAINST INDIVIDUAL TRAINING ACCOUNTS. X X X 0 0 0 0 0 0 0 0 0 JOSEPH P PATERNO EXECUTIVE DIRECTOR 160395 0 13437 0 12000 0 0 0 9046 0 194878 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION'S ATTORNEY CONDUCTS A SEMINAR ON RELATED PARTY TRANSACTIONS AND THE DEFINITION OF A RELATED PARTY. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD RESEARCHES COMPARABILITY DATA AND THE DECISION PROCESS IS CONTEMPORANEOUSLY RECORDED IN THE MINUTES TO THE BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E JOB FAIR EXPENSE: PROGRAM SERVICE EXPENSES 54,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,519. EQUIPMENT EXPENSE: PROGRAM SERVICE EXPENSES 47,061. MANAGEMENT AND GENERAL EXPENSES 1,158. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,219. UTILITIES: PROGRAM SERVICE EXPENSES 48,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,035. WORKFORCE BOARD EXPENSES: PROGRAM SERVICE EXPENSES 24,118. MANAGEMENT AND GENERAL EXPENSES 44. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,162. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 10,039. MANAGEMENT AND GENERAL EXPENSES 2,439. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,478. BANK CHARGES: PROGRAM SERVICE EXPENSES 10,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,700. STAFF TRAVEL DEO: PROGRAM SERVICE EXPENSES 10,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,087. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 8,864. MANAGEMENT AND GENERAL EXPENSES 257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,121. DISPOSAL SERVICE: PROGRAM SERVICE EXPENSES 7,785. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,827. OUTREACH: PROGRAM SERVICE EXPENSES 7,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,552. TUITION PLAN: PROGRAM SERVICE EXPENSES 6,094. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,094. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,060. MANAGEMENT AND GENERAL EXPENSES 811. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,871. DRUG SCREENING: PROGRAM SERVICE EXPENSES 5,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,121. BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 2,775. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,855. WEBSITE: PROGRAM SERVICE EXPENSES 2,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,722. CONTRACTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 366. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT OR SELECTION PROCESS OF AUDIT SERVICES IN THE CURRENT YEAR.