2023-05-03T10:49:03-04:00 2022-06-30 061648707 FIONDELLA MILONE & LASARACINA LLP 300 WINDING BROOK DR STE 1 GLASTONBURY CT 06033 990 2021-07-01 061013293 CAPITAL WORKFORCE PARTNERS INC CAPI 8605221111 1 UNION PLACE 3RD FLOOR HARTFORD CT 06103 ALEX JOHNSON PRESIDENT/CEO 8605221111 2023-03-06 ALEX JOHNSON 888008888 AMBER D TUCKER P01593305 8606573651 2023-03-06 2021 2023-04-26 12:10:37Z ALEX JOHNSON 1 UNION PLACE 3RD FLOOR HARTFORD CT 06103 22563228 false X WWW.CAPITALWORKFORCEPARTNERS.ORG X 1979 A REGIONAL WORKFORCE INVESTMENT BOARD SERVING 37 MUNICIPALITIES IN NORTH CENTRAL CT. THE BOARD COORDINATES COMPREHENSIVE PROGRAMS FOR JOB SEEKING EMPLOYEES. 25 25 48 75 0 22085213 22563228 0 0 0 22085213 22563228 16219655 15479800 0 3765881 4045323 0 0 2124980 2129520 22110516 21654643 -25303 908585 3681949 4088567 3063243 3728140 618706 360427 X CAPITAL WORKFORCE PARTNERS IS A REGIONAL WORKFORCE INVESTMENT BOARD SERVING 37 MUNICIPALITIES IN NORTH CENTRAL CONNECTICUT. THE BOARD COORDINATES COMPREHENSIVE PROGRAMS FOR JOB SEEKING & EMPLOYER, AND ITS MISSION IS TO LEVERAGE PUBLIC AND PRIVATE RESOURCES TO PRODUCE SKILLED WORKERS FOR A COMPETITIVE REGIONAL ECONOMY. false false 2889891 ADULT SERVICES - CAPITAL WORKFORCE PARTNERS PROVIDES A HOST OF SERVICES FOR ADULT JOB SEEKERS. SERVICES ARE DELIVERED PRIMARILY AT SEVEN AMERICAN JOB CENTERS AND ONE JOB FUNNEL LOCATION. ALL LOCATIONS ARE IN THE NORTH CENTRAL REGION OF CONNECTICUT COVERING 37 CITIES & TOWNS. CWP ALSO WORKS CLOSELY WITH AREA EMPLOYERS AND VALIDATE AND SUPPORT A DATA DRIVEN LMI SYSTEM TO ENSURE CURRENT AND FUTURE WORKFORCE DEMANDS ARE BEING ADDRESSED. PROGRAMS RUN FROM THOSE SUPPORTED BY THE FEDERAL WORKFORCE INNOVATION AND OPPORTUNITY ACT. FEDERAL USDOL/ETA GRANTS AND STATE AND PHILANTHROPIC SUPPORTED ACTIVITIES WHICH WORK TO CLOSE THE MIDDLE SKILLS GAP IN OUR REGION AND PUT JOB SEEKERS ON A CAREER PATHWAY. IN FISCAL YEAR 2022, 14,403 INDIVIDUALS WERE SERVED. 1757412 YOUTH SERVICES - CAPITAL WORKFORCE PARTNERS ADMINISTERS PROGRAMS FOR OPPORTUNITY YOUTH, (YOUTH AGED 18-24 WHO ARE NOT CONNECTED TO SCHOOL OR EMPLOYMENT), UTILIZING A CAREER PATHWAY MODEL WHICH INCLUDES CAREER COMPETENCY AND OCCUPATIONAL SKILLS TRAINING, WORK BASED LEARNING AND INTERNSHIPS. FEDERAL WORKFORCE INNOVATION AND OPPORTUNITY ACT AND STATE AND PHILANTHROPIC FUNDING SUPPORTS THE REGION'S OPPORTUNITY YOUTH POPULATION THROUGH A VARIETY OF PROGRAMS INCLUDING YEAR-ROUND AND SUMMER YOUTH EMPLOYMENT AND LEARNING PROGRAM. IN FISCAL YEAR 2022, 2,181 YOUTH WERE SERVED. 15479800 15479800 OTHER 15479800 15479800 20127103 true true false false false false false false false false true false false false true true true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 238 0 true 48 true false false false false false false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true false false X ALEX JOHNSON 8605221111 1 UNION PLACE 3RD FLOOR HARTFORD CT 06103 ALEX JOHNSON PRESIDENT/CE 40.00 X 219372 0 34501 KIMBERLY STALEY CHIEF ADMIN 40.00 X 168407 0 37512 JAMES BOUCHER CHIEF STRAT 40.00 X 147654 0 36278 JULIE WATSON ACCOUNTABILI 40.00 X 133375 0 35337 YOLANDA RIVERA CONSTRUCTION 40.00 X 120223 0 14552 LAURA HITT CONTROLLER 40.00 X 106006 0 14629 TOM MONGELLOW CHAIRMAN 1.00 X X 0 0 0 BETTINA ARMOUR VICE CHAIR 1.00 X X 0 0 0 RICHARD MCGEARY SECRETARY 1.00 X X 0 0 0 RENATA DIXON TREASURER 1.00 X X 0 0 0 TODD ANDREWS MEMBER 0.50 X 0 0 0 BILL BISHOP MEMBER 0.50 X 0 0 0 SHELDON BUSTOW MEMBER 0.50 X 0 0 0 JOHNATHAN COLMAN MEMBER 0.50 X 0 0 0 JENNIFER DIBELLA MEMBER 0.50 X 0 0 0 LINDY LEE GOLD MEMBER 0.50 X 0 0 0 DUNCAN HARRIS MEMBER 0.50 X 0 0 0 MIKE KOMAROMI MEMBER 0.50 X 0 0 0 SANDY MELLO MEMBER 0.50 X 0 0 0 FIONA MOHRING MEMBER 0.50 X 0 0 0 PHILLIP MONTGOMERY MEMBER 0.50 X 0 0 0 JOHN NIMMONS MEMBER 0.50 X 0 0 0 TRACY NIXON-MOORE MEMBER 0.50 X 0 0 0 SUSAN PIERSON MEMBER 0.50 X 0 0 0 JONATHAN RICHMOND MEMBER 0.50 X 0 0 0 JOHN SIMONEAU MEMBER 0.50 X 0 0 0 DAN TAPPER MEMBER 0.50 X 0 0 0 STEPHEN VAUGHAN MEMBER 0.50 X 0 0 0 LYLE WRAY MEMBER 0.50 X 0 0 0 895037 172809 6 false true false NOVUS INSIGHTS 222 PITKIN ST EAST HARTFORD CT 06108 IT SERVICES 329800 1 20328087 2235141 22563228 22563228 12866518 12866518 2613282 2613282 195584 195584 3015384 2298122 717262 834355 591769 242586 268045 169729 98316 60274 57123 3151 489610 440656 48954 918509 837563 80946 8445 5474 2971 206145 138996 67149 14098 14098 47898 23482 24416 SUPPLIES & MATERIALS 82630 68052 14578 PUBLICATIONS 17418 2033 15385 MISCELLANEOUS 16448 206 16242 21654643 20127103 1527540 0 2074853 2760795 1519107 1213869 20635 11457 36065 85255 879884 862693 31289 17191 3681949 4088567 2401461 2477384 246286 525883 415496 724873 3063243 3728140 X 37968 -61840 580738 422267 618706 360427 3681949 4088567 908585 X false true X true true true X 19006539 19543412 22059929 105077257 22563228 188250365 19006539 19543412 22059929 105077257 22563228 188250365 188250365 188250365 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 879884 862693 17191 17191 REFUNDABLE ADVANCE 724873 724873 X 22563228 22563228 22563228 21654643 21654643 21654643 SCHEDULE D, PAGE 3, PART X MANAGEMENT OF THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AT JUNE 30, 2022 AND 2021, MANAGEMENT DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITION THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2019. false 160 DRIVING ACADEMY 500 DAVIS STREET SUITE 502 EVANSTON IL 60201 242148548 501C3 323933 TUITION ALLSTATE COMMERCIAL DRIVER TRAINING 249 PEARL STREET SEYMOUR CT 06483 061414834 501C3 267207 TUITION ASNUNTUCK COMMUNITY COLLEGE 170 ELM STREET ENFIELD CT 06082 061424839 501C3 37935 TUITION ATLAS STAMPING & MANUFACTURING 729 N MOUNTAIN ROAD NEWINGTON CT 06111 061219674 501C3 37276 OJT BLUE HILLS CIVIC ASSOCIATION 1229 ALBANY AVENUE HARTFORD CT 06112 060876558 501C3 901861 YOUTH EMPLOYMENT TRA BRISTOL HOSPITAL & HEALTHCARE 41 BREWSTER ROAD BRISTOL CT 06010 222577726 501C3 60000 OJT CAPITAL COMMUNITY COLLEGE 950 MAIN STREET HARTFORD CT 06103 061398052 501C3 143789 TUITION CAREER RESOURCES INC 350 FAIRFIELD AVENUE 3RD FLOOR BRIDGEPORT CT 06604 061427945 501C3 202467 ADULT EMPLOYMENT TRA CENTER FOR LATINO PROGRESS 95 PARK STREET 2ND FLOOR HARTFORD CT 06106 061385027 501C3 513038 ADULT EMPLOYMENT TRA CHARTER OAK 85 ALUMNI ROAD NEWINGTON CT 061111802 061425662 501C3 34802 TUITION CHRYSALIS CENTER INC 255 HOMESTEAD AVENUE HARTFORD CT 061320613 060986069 501C3 14000 ADULT EMPLOYMENT TRA COMMUNITY PARTNERS IN ACTION 110 BARTHOLOMEW AVENUE SUITE 3010 HARTFORD CT 06106 060646592 501C3 65309 ADULT EMPLOYMENT TRA COMMUNITY RENEWAL TEAM 555 WINDSOR STREET HARTFORD CT 06120 060795640 501C3 176111 YOUTH EMPLOYMENT TRA CREC 111 CHARTER OAK AVENUE HARTFORD CT 06106 060853106 501C3 22766 TUITION DCI RESOURCES LLC PO BOX 9256 NEW HAVEN CT 06533 264793716 501C3 312600 TUITION EASTERN CT WORKFORCE INVESTMENT BOARD 108 NEW PARK AVENUE FRANKLIN CT 06254 222595913 501C3 340896 ADULT EMPLOYMENT TRA EDUCATIONAL DATA SYSTEMS INC 15300 NORTH COMMERCE DRIVE SUITE 200 DEARBORN MI 48120 382272565 501C3 6610708 ADULT & YOUTH EMPLOY FTISNE INC 79 BRADLEY STREET MIDDLETOWN CT 06457 061530354 501C3 95500 ADULT EMPLOYMENT TRA GOODWIN COLLEGE ONE RIVERSIDE DRIVE EAST HARTFORD CT 06118 061627882 501C3 127073 TUITION GORGEOUS BY GLAM 938 EAST MAIN STREET 2ND FLOOR BRIDGEPORT CT 06608 814525694 501C3 5550 TUITION HUMAN RESOURCES AGENCY OF NB 180 CLINTON STREET NEW BRITAIN CT 06053 060954802 501C3 424691 YOUTH EMPLOYMENT TRA INTERCOMMUNITY INC 111 FOUNDERS PLAZA EAST HARTFORD CT 06108 060954809 501C3 9728 OJT IRONWORKERS LOCAL 15 APPRENTICE TRAINING PROGRAM 49 LOCUST STREET HARTFORD CT 06114 066087354 501C3 82500 ADULT EMPLOYMENT TRA IT DIRECT LLC 67 PROSPECT AVENUE SUITE 202 WEST HARTFORD CT 06106 060631091 501C3 71724 OJT KRA CORPORATION 5950 SYMPHONY WOODS ROAD STE 211 COLUMBIA MD 21044 521230252 501C3 32787 ADULT EMPLOYMENT TRA MANCHESTER COMMUNITY COLLEGE GREAT PATH GREAT PATH PO BOX 1046 BUSINESS OFFICE L-165 MS 10 MANCHESTER CT 060451046 061269050 501C3 73154 TUITION NEW ENGLAND TRACTOR 32 FIELD ROAD SOMERS CT 06071 060804020 501C3 154759 TUITION OIC NEW BRITAIN INC 114 NORTH STREET NEW BRITAIN CT 06051 060876897 501C3 403912 YOUTH EMPLOYMENT TRA OUR PIECE OF THE PIE 20-28 SARGENT STREET HARTFORD CT 06105 060939659 501C3 848400 YOUTH EMPLOYMENT TRA PATRICK'S ACADEMY INC 705 NORTH MOUNTAIN ROAD SUITE A124 NEWINGTON CT 06111 900415763 501C3 216993 TUITION TOWN OF MANCHESTER 479 MAIN STREET MANCHESTER CT 06040 066002029 501C3 42410 YOUTH EMPLOYMENT TRA TOWN OF VERNON VERNON YOUTH SERVICES 9 ELM STREET VERNON CT 06066 066002112 501C3 27798 YOUTH EMPLOYMENT TRA TUNXIS COMMUNITY COLLEGE 271 SCOTT SWAMP ROAD FARMINGTON CT 060323187 066268897 501C3 170415 TUITION UNITED TRACTOR TRAILER SCHOOL PO BOX 10367 HOLYOKE MA 01041 043275224 501C3 8340 TUITION UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD U-4100 STORRS CT 062694100 060772160 501C3 6086 TUITION 35 TUITION 16584 2613282 CASH SCHEDULE I, PAGE 1, PART I, LINE 2 CAPITAL WORKFORCE PARTNERS (CWP) CONDUCTS PERIODIC REVIEW OF ADMINISTRATIVE, PROGRAM AND FINANCIAL ACTIVITIES OF CONTRACTED SERVICE PROVIDERS, INCLUDING DESK REVIEWS AND ON SITE MONITORING VISITS. THE PURPOSE OF THE MONITORING PROCESS IS TO ENSURE COMPLIANCE WITH THE CONTRACT AND APPLICABLE LAW, REGULATIONS AND POLICY, MAINTAIN PROGRAM INTEGRITY, IMPROVE THE QUALITY OF SERVICES, RECOGNIZE AND SHARE BEST PRACTICES, PROVIDE TECHNICAL ASSISTANCE AS NEEDED AND FULFILL CWP'S OVERSIGHT RESPONSIBILITIES IN ACCORDANCE WITH SECTION 683.410 OF THE WORKFORCE INVSTMENT OPPORTUNITY ACT (WIOA) AND 2 CFR 200.331(D). REQUIRING PASS THROUGH ENTITIES TO MONITOR THE ACTIVITIES OF SUBRECIPIENTS TO ENSURE THAT THE SUBAWARD IS USED FOR AUTHORIZED PURPOSES, IN COMPLIANCE WITH FEDERAL STATUTES, REGULATIONS, AND THE TERMS AND CONDITIONS OF THE SUBAWARD. ADDITIONALLY, THE RESULTS OF SUBRECIPIENT MONITORING ALONG WITH THEIR OVERALL COMPLIANCE ARE CONSIDERED DURING THE PROCUREMENT PROCESS WHEN AWARDING AND RENEWING SUBRECIPIENT CONTRACTS. CONTRACT MONITORING INCLUDES A REVIEW OF THE SUBRECIPIENT'S COMPLIANCE WITH BOTH PROGRAM AND FINANCIAL CONTRACT REQUIREMENTS. MONITORING IS OVERSEEN BY THE CWP CHIEF ADMINISTRATIVE OFFICER (CAO). PROGRAM MONITORING IS CONDUCTED BY THE CWP STAFF, AND FISCAL MONITORING IS CONTRACTED TO A CPA FIRM. SUBRECIPIENTS ARE MONITORED ANNUALLY. THE SCOPE OF THE MONITORING PROCESS IS DETERMINED BASED ON THE SIZE AND SCOPE OF THE CONTRACT, AND RANGES THROUGH DESK REVIEW TO MULTIPLE ON-SITE VISITS TO EXAMINE FILES, TO REVIEW INTERNAL CONTROLS, AND TO INTERVIEW STAFF AND PROGRAM PARTICIPANTS. A FORMAL MONITORING REPORT IS ISSUED TO THE SUBRECIPIENT WHEN THE REPORT CONTAINS FINDINGS, CORRECTIVE ACTION IS REQUESTED. CORRECTIVE ACTION PLANS ARE ACCEPTED WHEN DEEMED SUFFICIENT UPON REVIEW BY THE OMNITORING TEAM AND/OR CAO. WHEN CORRECTIVE ACTION IS DEEMED INSUFFICIENT, CWP PROVIDES TECHNICAL ASSISTANCE AND REQUESTS EXPANDED CORRECTIVE ACTION UNTIL REQUIREMENTS ARE MET. CORRECTIVE ACTION IS VERIFIED THROUGH DESK REVIEW OF DOCUMENTATION AND/OR THROUGH SUBSEQUENT MONITORING VISITS. false false false false false false false false false ALEX JOHNSON PRESIDENT/CEO 199372 20000 12580 21921 253873 KIMBERLY STALEY CHIEF ADMIN OFFICER 156407 12000 9736 27776 205919 JAMES BOUCHER CHIEF STRAT OFFICER 135654 12000 8565 27713 183932 JULIE WATSON ACCOUNTABILITY ADMIN 123375 10000 7822 27515 168712 FORM 990 - ORGANIZATION'S MISSION CAPITAL WORKFORCE PARTNERS IS A REGIONAL WORKFORCE INVESTMENT BOARD SERVING 37 MUNICIPALITIES IN NORTH CENTRAL CONNECTICUT. THE BOARD COORDINATES COMPREHENSIVE PROGRAMS FOR JOB SEEKING & EMPLOYER, AND ITS MISSION IS TO LEVERAGE PUBLIC AND PRIVATE RESOURCES TO PRODUCE SKILLED WORKERS FOR A COMPETITIVE REGIONAL ECONOMY. FORM 990, PAGE 2, PART III, LINE 4D OTHER FORM 990, PAGE 6, PART VI, LINE 11B CAPITAL WORKFORCE PARTNERS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, AN ELECTRONIC COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD SHALL COMPLY WITH THE REQUIREMENTS OF THE CONNECTICUT REVISED NONSTOCK CORPORATION ACT, ANY AND ALL CONNECTICUT DEPARTMENT OF LABOR CONFLICT OF INTEREST POLICIES AND THOSE RESTRICTIONS AS TO CONFLICT OF INTEREST AS ESTABLISHED IN SECTION 107(H) (1&2) OF WIOA, WHICH SPECIFICALLY STATE THAT BOARD OF DIRECTORS MEMBERS MAY NOT: (1) VOTE ON A MATTER UNDER CONSIDERATION BY THE LOCAL WORKFORCE DEVELOPMENT BOARD REGARDING THE PROVISION OF SERVICES BY SUCH MEMBER (OR BY AN ENTITY THAT SUCH MEMBER REPRESENTS) OR THAT WOULD PROVIDE DIRECT FINANCIAL BENEFIT TO SUCH MEMBER OR THE IMMEDIATE FAMILY OF SUCH MEMBER? OR (2) ENGAGE IN ANY OTHER ACTIVITY DETERMINED BY THE GOVERNOR TO CONSTITUTE A CONFLICT OF INTEREST AS SPECIFIED IN THE STATE PLAN. NOTWITHSTANDING THE FOREGOING, ANY DIRECTOR WHO HAS A CONFLICTING INTEREST WITH ANY TRANSACTION EFFECTED OR PROPOSED TO BE EFFECTED BY THE ORGANIZATION SHALL, IN ADDITION TO COMPLYING WITH THE REQUIREMENTS DELINEATED ABOVE, RECUSE HIMSELF/HERSELF FROM AND PLAY NO PART, DIRECTLY OR INDIRECTLY, IN ANY DISCUSSION, DELIBERATIONS OR VOTE ON SUCH PROPOSED CORPORATE TRANSACTION. THE BOARD OF DIRECTORS RETAINS THE AUTHORITY TO DETERMINE IF A DIRECTOR HAS AN INTEREST RESPECTING A TRANSACTION EFFECTED OR PROPOSED TO BE EFFECTED BY THE CORPORATION, WHICH IS A CONFLICTING INTEREST. ON AN ANNUAL BASIS, THE GOVERNANCE COMMITTEE IS REQUIRED TO REVIEW AND DISCLOSE ANY COI AND SIGN THE COI POLICY AS SET FORTH BY CAPITAL WORKFORCE PARTNERS. ON A QUARTERLY BASIS AT BOARD MEETINGS, THE CHAIR OF THE BOARD REMINDS THE MEMBERS OF THE POLICY AND THAT IF ANY CIRCUMSTANCES HAVE CHANGED FOR ANY REGARDING THE POLICY, THAT THEY SHOULD CONTACT THE CHAIR AND DISCLOSE THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION OBTAINS ANNUAL COMPENSATION SURVEYS FROM VARIOUS NONPROFIT ORGANIZATIONS AND USES THESE TO ENSURE THAT THE ORGANIZATION'S EXECUTIVE COMPENSATION PLAN COMPARES FAVORABLY WITH SIMILAR ORGANIZATIONS OF THE SAME SIZE AND MISSION. PERIODICALLY, THE ORGANIZATION ENGAGES THE SERVICES OF A COMPENSATION CONSULTANT TO DETERMINE WHETHER OUR SALARY STRUCTURE FAIRLY AND EQUITABLY COMPENSATES ALL EMPLOYEES AND COMPLIES WITH FLSA. FURTHER, EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST CONDUCTED DURING THE 2020-2021 FISCAL YEAR AND IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.