2021-05-14T15:05:57-05:00 2020-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2019-07-01 391455735 WORKFORCE RESOURCE INC WORK 7152321028 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 DEBRA LESLIE CHIEF EXECUTIVE OFFICER 7152321412 2021-05-14 1 JEAN CHRISTENSEN P00368719 6082741980 2021-05-13 2019 2022-09-23 18:48:47Z DEBRA LESLIE 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 8764269 0 X WWW.WORKFORCERESOURCE.ORG X 1983 WI EMPOWERING PEOPLE THROUGH EMPLOYMENT 7 7 353 7 0 0 8042532 8524670 10635 2770 15167 19607 21590 161256 8089924 8708303 1793945 2563545 0 0 4324423 4207283 39160 43520 83751 1269816 969975 7427344 7784323 662580 923980 3809102 4721320 711938 700176 3097164 4021144 X THE MISSION OF WORKFORCE RESOURCE, INC. IS TO EMPOWER PEOPLE THROUGH EMPLOYMENT. 0 0 2505516 895263 967 FOOD 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 2,361 WITH 700 ENTERING EMPLOYMENT. 1817565 649447 702 WISCONSIN 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 601 INDIVIDUAL CLIENTS DURING THE FISCAL YEAR. 138 INDIVIDUALS WERE ASSISTED INTO FULLTIME EMPLOYMENT. 809961 289413 313 OTHER PROGRAMS:FAST FORWARD GRANTS FOCUS ON INDUSTRY TRAINING AND BASIC JOB SKILLS. 770624 275357 298 THE SENIOR COMMUNITY EMPLOYMENT PROGRAM:THE SENIOR COMMUNITY EMPLOYMENT PROGRAM ASSISTS INDIVIDUALS OVER 55 TRANSITION INTO JOBS BY PROVIDING TRAINING AND WORK EXPERIENCE. 534546 191002 206 WIOA DISLOCATED WORKERS SERVICES:A TOTAL OF 242 DISLOCATED WORKERS WERE SERVED UNDER DISLOCATED WORKER AND RAPID RESPONSE GRANTS. DURING THE PROGRAM YEAR 93.6% OF THE PARTICIPANTS WHO EXITED THE PROGRAM WERE WORKING DURING THE SECOND QUARTER AFTER EXITING AND 89.4% 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 $8,369. WORKFORCE RESOURCE, INC. EXCEEDED ALL DISLOCATED WORKER PERFORMANCE GOALS IN THE 2019-2020 PROGRAM YEAR. 472036 168667 182 WIOA ADULT SERVICES:DURING THE 2019-2020 PROGRAM YEAR, WORKFORCE RESOURCE, INC. SERVED 126 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 78% OF THE INDIVIDUALS WHO EXITED WERE EMPLOYED DURING THE SECOND QUARTER AFTER EXITING, AND 79.5% RETAINED THAT EMPLOYMENT IN THE FOURTH QUARTER AFTER EXITING. THE THREE-MONTH MEAN-EARNINGS FOR ALL ADULTS WAS $5,101. WORKFORCE RESOURCE, INC. EXCEEDED THE GOALS FOR FOURTH QUARTER EMPLOYMENT, MEAN EARNINGS AND CREDENTIAL PERFORMANCE MEASURES. 264181 94396 102 WIOA YOUTH SERVICES:A TOTAL OF 138 YOUTH BETWEEN 14 AND 24 YEARS OF AGE WERE SERVED IN WIOA. 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. OF THESE YOUTH, 30 (21.7%) PARTICIPATED IN WORK EXPERIENCE AT VARIOUS PUBLIC AND PRIVATE WORKSITES WHERE THEY MASTERED BOTH WORK MATURITY AND JOB SPECIFIC SKILLS. WORKFORCE RESOURCE, INC. EXCEEDED THE PLACEMENT IN EMPLOYMENT OR EDUCATION GOAL, ATTAINMENT OF A DEGREE OR CERTIFICATE AND THE LITERACY/NUMERACY GAIN GOALS. 2041387 729422 788 7174429 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 353 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X RAINA MCCUMBER 7152321412 401 TECHNOLOGY DRIVE EAST SUITE 100 MENOMONIE WI 54751 DEBRA LESLIE CHIEF EXECUTIVE OFFICER 40.00 X 88203 0 19074 BAMBI PENNING CHIEF FINANCIAL OFFICER (THRU NOV) 40.00 X 70875 0 13628 RICHARD PRICE CHIEF INFORMATION OFFICER 40.00 X 65928 0 33864 JEREMY KILEY CHAIRPERSON 10.00 X X 0 0 0 TERESA RITZINGER VICE CHAIRPERSON 10.00 X X 0 0 0 PAMELA GUTHMAN SECRETARY/TREASURER 10.00 X X 0 0 0 GREG BESKOW DIRECTOR 10.00 X 0 0 0 BRAD GRINGRAS DIRECTOR 10.00 X 0 0 0 DOUG OLSON DIRECTOR 10.00 X 0 0 0 TOM WIRTH DIRECTOR 10.00 X 0 0 0 225006 0 66566 0 0 0 0 NORTHWEST CEP INC 422 THIRD ST SUITE 200 ASHLAND WI 54806 EDUCATION SERVICES 420969 CHIPPEWA VALLEY TECHNICAL COLLEGE 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 EDUCATION SERVICES 314088 DYNAMITE TECH INC 800 WISCONSIN ST SUITE 405G EAU CLAIRE WI 54703 IT SERVICES 188667 3 48816 7922858 552996 8524670 PROGRAM INCOME 561300 2770 2770 2770 19607 19607 39333 55966 -16633 -16633 -16633 177889 177889 177889 8708303 2770 0 180863 2563545 2563545 254288 245216 9072 2942733 2877247 45488 19998 203038 181343 19723 1972 571919 510807 55556 5556 235305 210162 22857 2286 253 253 21900 21900 43520 43520 212357 193909 18448 1053 1053 185404 154657 29400 1347 3050 3050 348077 335218 12859 69856 65147 4709 31565 31316 249 41735 41735 25403 25403 29322 6293 23029 7784323 7174429 526143 83751 1636872 2879828 1131877 833676 203155 221531 86224 77046 1873570 1164331 750974 709239 3809102 4721320 467268 454686 35797 71352 111518 76783 97355 97355 711938 700176 X 3097164 4021144 3097164 4021144 3809102 4721320 923980 0 X 0 1 X 1 1 1 X 8286741 8505955 7881782 8042532 8524670 41241680 8286741 8505955 7881782 8042532 8524670 41241680 41241680 68964 76568 47166 46087 58940 297725 41539405 327461 0.99280 0.99020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 46396 46396 1383522 769826 613696 443652 394505 49147 709239 X 8764269 0 8764269 -55966 -55966 8708303 7840289 55966 55966 7784323 0 7784323 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR WEST CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD, INC. (WCW WDB), WISCONSIN MANUFACTURING WORKS, INC. (WMW) AND EAU CLAIRE COUNTY JOB CENTER (ECJC). DUE TO FISCAL AGENTS CONSISTS OF FUNDS HELD BY THE ORGANIZATION FOR THE OTHER NONPROFIT ORGANIZATIONS. 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 -55,966. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE 55,966. X X 1 NANCY KRAFT W5261 BUTLER STREET SHELDON WI 54766 GRANT WRITING 0 0 43520 0 43520 WI 1 TRAINING AND OTHER ASSISTANCE PROVIDED TO WIOA/JOB OPPORTUNITY PARTICIPANTS 506 1018835 TRAINING AND OTHER ASSISTANCE TO FSET JOB OPPORTUNITY PARTICIPANTS 2361 895263 TRAINING AND OTHER ASSISTANCE TO W-2 JOB OPPORTUNITY PARTICIPANTS 601 649447 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C WORKFORCE 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 15 COMPENSATION 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 19 THE 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.