2025-05-14T21:10:18-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-07-01 411484048 CENTRAL MINNESOTA JOBS AND TRAINING SERVICES INC CENT 7632713715 PO BOX 720 MONTICELLO MN 55362 DINA WUORNOS EXECUTIVE DIRECTOR 7632713715 2025-05-13 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2025-05-13 2023 2025-03-06 01:10:19Z DINA WUORNOS PO BOX 720 MONTICELLO MN 55362 6202342 0 X WWW.CMJTS.ORG X 1984 MN STRENGTHEN CENTRAL MN COMMUNITIES THROUGH LEADERSHIP IN WORKFORCE EXCELLENCE 18 18 215 35 0 0 6903330 6110378 34618 708 0 0 37644 91256 6975592 6202342 1525859 1119506 4545270 0 0 4364769 0 0 0 939258 1053394 7010387 6537669 -34795 -335327 3577413 2926570 3569553 3251073 7860 -324503 X STRENGTHEN CENTRAL MN COMMUNITIES THROUGH LEADERSHIP IN WORKFORCE EXCELLENCE. 0 0 2787527 863363 0 ADULT PROGRAMS:CENTRAL MINNESOTA JOBS AND TRAINING SERVICES' (CMJTS) ADULT PROGRAMS ARE DESIGNED TO PROVIDE COMPREHENSIVE EMPLOYMENT AND TRAINING SERVICES TO INDIVIDUALS WHO ARE SEEKING TO ENTER OR RE-ENTER THE WORKFORCE. THESE PROGRAMS AIM TO ASSIST ELIGIBLE PARTICIPANTS IN OBTAINING THE SKILLS, CREDENTIALS, AND EMPLOYMENT OPPORTUNITIES NECESSARY TO SECURE MEANINGFUL AND SUSTAINABLE EMPLOYMENT. PARTICIPANTS MUST MEET SPECIFIC ELIGIBILITY CRITERIA TO QUALIFY FOR SERVICES UNDER ADULT PROGRAMS. ELIGIBILITY CRITERIA MAY INCLUDE FACTORS SUCH AS UNEMPLOYMENT STATUS, INCOME LEVEL, AND EMPLOYMENT HISTORY. PARTICIPANTS RECEIVE INDIVIDUALIZED CAREER ASSESSMENT AND COUNSELING SERVICES TO IDENTIFY THEIR SKILLS, INTERESTS, AND CAREER GOALS. BASED ON THIS ASSESSMENT, PARTICIPANTS ARE PROVIDED WITH PERSONALIZED CAREER PLANNING AND GUIDANCE TO HELP THEM MAKE INFORMED DECISIONS ABOUT THEIR EDUCATION, TRAINING, AND EMPLOYMENT OPTIONS. OVERALL, ADULT PROGRAMS PLAY A VITAL ROLE IN SUPPORTING INDIVIDUALS IN THEIR EFFORTS TO OBTAIN GAINFUL EMPLOYMENT, ADVANCE THEIR CAREERS, AND ACHIEVE ECONOMIC SELF-SUFFICIENCY. BY PROVIDING COMPREHENSIVE EMPLOYMENT AND TRAINING SERVICES, THESE PROGRAMS HELP TO STRENGTHEN THE WORKFORCE AND PROMOTE ECONOMIC GROWTH AND PROSPERITY IN COMMUNITIES ACROSS THE COUNTRY. 1771127 110316 0 PUBLIC ASSISTANCE PROGRAMS:MFIP, DWP, AND SNAP E&T ARE PART OF MINNESOTA'S EFFORTS TO REFORM ITS WELFARE SYSTEM AND PROMOTE SELF-SUFFICIENCY AMONG LOW-INCOME FAMILIES AND ADULTS THROUGH WORK AND SUPPORT SERVICES. CMJTS PUBLIC ASSISTANCE PROGRAMS OFFER EMPLOYMENT SERVICES, CHILDCARE ASSISTANCE, TRANSPORTATION ASSISTANCE, AND OTHER SUPPORT SERVICES TO HELP FAMILIES AND ADULTS OVERCOME BARRIERS TO EMPLOYMENT AND ACHIEVE ECONOMIC STABILITY. PROGRAM PARTICIPANTS ARE REFERRED TO CMJTS BY THEIR COUNTY OF RESIDENCE. PROFESSIONAL STAFF CALLED EMPLOYMENT SPECIALISTS DELIVER COMPREHENSIVE, WORK-FOCUSED SERVICES TO PARTICIPANTS DESIGNED TO ENCOURAGE AND ENABLE JOB-SKILL BUILDING, WORK EXPERIENCE, AND EMPLOYMENT. VARIOUS SUPPORTS ALLOW PARTICIPANTS TO GO TO WORK AND REALIZE ITS BENEFITS. THIS PROVEN APPROACH EFFECTIVELY INCREASES INCOME AND REDUCES POVERTY WHILE PROMOTING SELF-ESTEEM AND INDEPENDENCE. PROGRAM DELIVERY AIMS TO DIVERT RECIPIENTS FROM LONG-TERM WELFARE DEPENDENCY BY PROVIDING TEMPORARY ASSISTANCE AND SUPPORT SERVICES THAT ENABLE THEM TO QUICKLY RETURN TO WORK OR ACHIEVE STABILITY WITHOUT RELYING ON ONGOING PUBLIC ASSISTANCE. 1339036 145827 708 YOUTH PROGRAMS:CMJTS YOUTH PROGRAMS AIM TO PROVIDE INCREASED OPPORTUNITIES FOR EMPLOYMENT, EDUCATION, TRAINING, AND SUPPORT SERVICES TO INDIVIDUALS, INCLUDING YOUTH AND YOUNG ADULTS, WHO ARE SEEKING TO IMPROVE THEIR EMPLOYMENT PROSPECTS AND ACHIEVE ECONOMIC SELF-SUFFICIENCY. YOUTH PROGRAMS TARGET INDIVIDUALS AGED 14 TO 24, WITH A PARTICULAR FOCUS ON THOSE FACING BARRIERS TO EMPLOYMENT AND EDUCATION, SUCH AS LOW-INCOME YOUTH, YOUTH IN FOSTER CARE, YOUTH EXPERIENCING HOMELESSNESS, AND INDIVIDUALS WITH DISABILITIES. THE PROGRAM EMPHASIZES THE IMPORTANCE OF PROVIDING COMPREHENSIVE SERVICES TO HELP YOUTH SUCCEED IN THE LABOR MARKET AND TRANSITION INTO ADULTHOOD. THROUGH AN INDIVIDUALIZED APPROACH, SERVICES INCLUDING CAREER COUNSELING, ACADEMIC SUPPORT, WORK READINESS TRAINING, MENTORING, LEADERSHIP DEVELOPMENT, AND SUPPORTIVE SERVICES LIKE TRANSPORTATION AND CHILDCARE ARE TAILORED TO THEIR NEEDS AND GOALS. OVERALL, CMJTS YOUTH PROGRAMS AIM TO EMPOWER YOUNG PEOPLE TO OVERCOME BARRIERS, GAIN VALUABLE SKILLS AND EXPERIENCES, AND ACHIEVE THEIR ACADEMIC AND CAREER GOALS, ULTIMATELY LEADING TO SUCCESSFUL TRANSITIONS TO ADULTHOOD AND MEANINGFUL EMPLOYMENT. 5897690 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 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 0 0 0 0 1 26 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X X DINA WUORNOS 7632713710 406 E 7TH STREET MONTICELLO MN 55362 ROB STARK BOARD CHAIR 1.00 X X 0 0 0 BRIAN O'DONNELL VICE CHAIR 1.00 X X 0 0 0 BECKY LOUREY SECRETARY 1.00 X X 0 0 0 BOB VOSS DIRECTOR 1.00 X 0 0 0 DERRICK ATKINS DIRECTOR 1.00 X 0 0 0 MELISSA BALL-WARRINER DIRECTOR 1.00 X 0 0 0 CRAIG BEAULIEU DIRECTOR 1.00 X 0 0 0 JOY BEISE DIRECTOR 1.00 X 0 0 0 PAUL BUKOVICH DIRECTOR 1.00 X 0 0 0 DR CRAIG JOHNSON DIRECTOR 1.00 X 0 0 0 DR ALEX KANGAS DIRECTOR 1.00 X 0 0 0 KIMBERLY HANSON LINT DIRECTOR 1.00 X 0 0 0 REBECCA NELSON DIRECTOR 1.00 X 0 0 0 MARK NETZINGER DIRECTOR 1.00 X 0 0 0 SHERRY SMITH DIRECTOR 1.00 X 0 0 0 TIM TRUEBENBACH DIRECTOR 1.00 X 0 0 0 LORI VROLSON DIRECTOR 1.00 X 0 0 0 LISA ZWART DIRECTOR 1.00 X 0 0 0 DR BRENT THOMPSON DIRECTOR 1.00 X 0 0 0 TIM TRUEBENBACH DIRECTOR 1.00 X 0 0 0 RICHARD GREENE DIRECTOR (END 3/8/24) 1.00 X 0 0 0 MIKE WARRING DIRECTOR (END 3/8/2024) 1.00 X 0 0 0 LORI THORPE DIRECTOR (END 7/14/2023) 1.00 X 0 0 0 LISA FOBBE COMMISSIONER - JPB 1.00 X 0 0 0 JEANNE HOLLAND COMMISSIONER - JPB 1.00 X 0 0 0 TERRY LOVGREN COMMISSIONER - JPB 1.00 X 0 0 0 DINA WUORNOS EXECUTIVE DIRECTOR (BEG 2/9/2024) 40.00 X 89686 0 47102 TRICIA BIGAOUETTE FINANCE DIRECTOR 40.00 X 113380 0 47343 BARBARA CHAFFEE EXECUTIVE DIRECTOR (END 1/1/2024) 40.00 X 200925 0 49827 KRISTIN YEAGER HR/IT DIRECTOR 40.00 X 102408 0 48500 506399 0 192772 3 0 1 0 INTEGRIS 860 BLUE GENTIAN ROAD SUITE 200 EAGAN MN 55121 IT SUPPORT 112703 CES LLC 4320 A1A S 4 ST AUGUSTINE FL 32080 PARTICIPANT TRAINING 109026 2 6090881 19497 6110378 ADULT/BUSINESS SERVICE 900099 708 708 708 91256 0 91256 91256 91256 6202342 708 0 91256 80603 80603 1038903 1038903 349599 318256 31343 3003681 2731075 272606 167305 150684 16621 613344 552412 60932 230840 207908 22932 16259 16259 43854 43854 107669 72847 34822 47634 43459 4175 95506 68903 26603 429554 395392 34162 55372 53213 2159 12620 12620 9208 9208 26813 24662 2151 SUBSCRIPTIONS/MEMBERSHI 162799 124832 37967 MAINTENANCE 14966 13875 1091 OUTREACH 12165 11548 617 BOARD EXPENSE 9326 9326 9649 9118 531 6537669 5897690 639979 0 0 5291 283673 443127 229673 148013 18757 41765 32451 722163 709700 21670 12463 2639165 2627935 3577413 2926570 617392 400951 15166 205330 73186 0 25078 2746831 2736692 3569553 3251073 X 7860 -324503 7860 -324503 3577413 2926570 -335327 2964 0 X X 0 0 1 0 X 6023040 5829952 6614396 6903330 5968153 31338871 6023040 5829952 6614396 6903330 5968153 31338871 31338871 138628 182088 0 0 0 320716 79849 117682 83227 37644 318402 31977989 334584 0.98000 0.98800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232257 232257 0 489906 477443 12463 12463 LONG TERM LEASE RECEIVABLE 1231 RIGHT OF USE ASSET - OPERATING 2549435 RIGHT OF USE ASSET - FINANCING 77269 2627935 OPERATING LEASE LIABILITY 2658332 FINANCING LEASE LIABILITY 78360 2736692 1 CAREER SOLUTIONS 1542 NORTHWAY DRIVE ST CLOUD MN 56301 411724832 501(C)3 80603 0 JOBS AND TRAINING SERVICES 1 0 WORK EXPERIENCE 119 110375 PARTICIPANT SUPPORT 529 239940 PARTICIPANT TRAINING 188 688588 PART I, LINE 2: A DETAILED WORK PLAN AND BUDGET IS DEVELOPED OUTLINING HOW THE GRANT FUNDS WILL BE ALLOCATED ACROSS VARIOUS ACTIVITIES. REGULAR MONITORING OF EXPENDITURES AGAINST THE BUDGET HELPS ENSURE THAT SPENDING REMAINS ON TRACK. SUBCONTRACTED AND SUBGRANTEE RECIPIENTS OF GRANT FUNDS ARE REQUIRED TO SUBMIT REGULAR FINANCIAL REPORTS DETAILING HOW THE FUNDS HAVE BEEN SPENT. THESE REPORTS ARE REVIEWED BY THE FINANCE DIRECTOR OR PROGRAM MANAGER TO ENSURE COMPLIANCE WITH BUDGETARY GUIDELINES. CLIENT RECIPIENTS OF GRANT FUNDS ARE REQUIRED TO SUBMIT BACKUP DOCUMENTATION INCLUDING INVOICES, RECEIPTS, TUITION STATEMENTS, AND ANY OTHER RELEVANT DOCUMENTATION BEFORE RECEIVING FINANCIAL ASSISTANCE. ALL TRANSACTIONS RELATED TO THE USE OF GRANT FUNDS ARE DOCUMENTED AND RETAINED FOR AUDITING PURPOSES. X X 0 0 0 0 0 0 0 0 0 BARBARA CHAFFEE EXECUTIVE DIRECTOR (END 1/1/2024) 200925 0 0 0 0 0 12639 0 37188 0 250752 0 0 0 TRICIA BIGAOUETTE FINANCE DIRECTOR 113380 0 0 0 0 0 7419 0 39924 0 160723 0 0 0 KRISTIN YEAGER HR/IT DIRECTOR 102408 0 0 0 0 0 6870 0 41630 0 150908 0 0 0 FORM 990, PART IV, LINE 12A AND PT XII, LINE 3 THE ORGANIZATION IS IN THE PROCESS OF CONDUCTING ITS AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDING JUNE 30, 2024. THE AUDIT WAS NOT COMPLETED AT THE TIME OF FILING THIS FORM 990. ONCE THE AUDITED FINANCIAL STATEMENTS ARE COMPLETED, FORM 990 WILL BE FURTHER REVIEWED FOR ANY MATERIAL MISSTATEMENTS AND AMENDED IF NECESSARY. FORM 990, PART VI, SECTION A, LINE 1A ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO MEMBERS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE HAS DELEGATED THE AUTHORITY TO MAKE DECISIONS FOR THE GOVERNING BOARD IN MONTHS WHEN THE ENTIRE GOVERNING BODY DOES NOT MEET AND GIVES THE EXECUTIVE COMMITTEE AUTHORITY TO MAKE DECISIONS DURING THIS MONTH. HOWEVER, THE FULL BOARD APPROVES ALL THEIR DECISIONS AT THE FOLLOWING BOARD MEETING. THERE ARE MATERIAL VOTING DIFFERENCES. THREE COUNTY COMMISSIONERS EQUAL ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE WDB OPERATIONS COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE IRS. THE OPERATIONS COMMITTEE THEN SENDS THE FORM 990 TO THE FULL WORKFORCE DEVELOPMENT BOARD AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND CORPORATE LEADERSHIP TEAM MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. THEY ARE ALSO REQUIRED TO NOTIFY THE BOARD CHAIR AND CEO IF A POTENTIAL CONFLICT ARISES DURING THE YEAR. WIB AND CORPORATE EXECUTIVE TEAM REVIEW ANY POTENTIAL CONFLICT SITUATIONS. IF THE CONFLICT INVOLVES AN EXECUTIVE TEAM MEMBER, THAT MEMBER WILL ABSTAIN FROM VOTING OR MAKING DECISIONS RELATED TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 CEO - LAST DONE IN 2022 PROCESS: THE HR MANAGER CONDUCTS A COMPARABLE INDUSTRY ANALYSIS AND PROVIDES A RECOMMENDATION TO THE BOARD OPERATIONS COMMITTEE FOR REVIEW AND RECOMMENDATIONS FOR CHANGE BASED ON THE MARKET ANALYSIS RESEARCH. OFFICERS - LAST DONE IN 2022 PROCESS: THE HR MANAGER CONDUCTS A COMPARABLE INDUSTRY ANALYSIS AND PROVIDES A RECOMMENDATION TO THE CEO AND CORPORATE EXECUTIVE TEAM, WHICH IS APPROVED BY THE BOARD OPERATIONS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 3B: THE ORGANIZATION IS IN THE PROCESS OF CONDUCTING THE REQUIRED AUDIT; HOWEVER THE AUDIT WAS NOT COMPLETED AT THE TIME OF FILING THIS FORM 990.