ALLIANCE FOR WORKFORCE DEVELOPMENT INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR WORKFORCE DEVELOPMENT INC (EIN 68-0100999)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-20
- IRS object ID
- 202131109349301618
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-20T14:17:25-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942692073 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT BENNETT ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 EXPOSITION BLVD STE 230 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958155143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680100999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR WORKFORCE DEVELOPMENT | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 5302839621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3750 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95971 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI HOLT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5302839621 | PhoneNum |
| Signature | 2021-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R MARUCHEAU | PreparerPersonNm |
| PTIN | P01250456 | PTIN |
| Phone | 9169225109 | PhoneNum |
| Preparation | 2021-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACI HOLT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3750 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,311,192 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AFWD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE WORKFORCE DEVELOPMENT SERVICES THROUGHOUT PLUMAS, LASSEN, MODOC, BUTTE, NEVADA AND SIERRA COUNTIES IN NORTHERN CALIFORNIA TO INCLUDE A BROAD RANGE OF WORKFORCE DEVELOPMENT AND COMMUNITY CENTERED INITIATIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,155,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,310,978 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $186 | PYInvestmentIncomeAmt |
| CY Investment Income | $214 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,155,833 | PYTotalRevenueAmt |
| CY Total Revenue | $10,311,192 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $4,602,003 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,010,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,464,897 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,121,373 | PYOtherExpensesAmt |
| CY Other Expenses | $1,115,305 | CYOtherExpensesAmt |
| PY Total Expenses | $9,131,828 | PYTotalExpensesAmt |
| CY Total Expenses | $10,182,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $128,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,324,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,095,995 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $932,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $584,926 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $392,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $511,069 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE WORKFORCE DEVELOPMENT SERVICES THROUGHOUT PLUMAS, LASSEN, MODOC, BUTTE, NEVADA AND SIERRA COUNTIES IN NORTHERN CALIFORNIA TO INCLUDE A BROAD RANGE OF WORKFORCE DEVELOPMENT AND COMMUNITY CENTERED INITIATIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,331,140 | ExpenseAmt |
| Grant | $4,602,003 | GrantAmt |
| Desc | ALLIANCE FOR WORKFORCE DEVELOPMENT, INC. PROVIDES WORKFORCE DEVELOPMENT SERVICES THROUGHOUT BUTTE, LASSEN, MODOC, NEVADA, PLUMAS, AND SIERRA COUNTIES IN NORTHERN CALIFORNIA. THESE SERVICES INCLUDE A BROAD RANGE OF WORKFORCE DEVELOPMENT AND COMMUNITY CENTERED INITIATIVES. THIS YEAR, 46,316 INDIVIDUALS ACCESSED THE MANY SERVICES AVAILABLE AT OUR 9 AMERICA'S JOB CENTERS OF CALIFORNIA. OUR GOAL EACH YEAR IS TO MEET THE NEEDS OF OUR COMMUNITIES BY OUTREACHING AND PROVIDING SERVICES TO AS MANY BUSINESSES AND JOB SEEKERS AS POSSIBLE. THE NUMBER OF INDIVIDUALS REQUIRING ADDITIONAL SERVICES, BEYOND UNIVERSAL SERVICES, AND ENROLLMENT INTO THE WIOA PROGRAMS WAS 1,057. | Desc |
| Total Program Service Expenses | $9,331,140 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONI MOORE | PersonNm |
| Phone | 5302839621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3750 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95971 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TRACI HOLT | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $134,883 | $0 | $19,922 | |
| ALISA MARBLE | ||||||
| FISCAL DIREC | 40.00 | Yes (X) | $129,319 | $0 | $7,759 | |
| LUIS MORENO | ||||||
| ASSISTANT DI | 40.00 | Yes (X) | $111,272 | $0 | $7,819 | |
| KRISTINE FARRELL-ZUAZUA | ||||||
| ASSISTANT DI | 40.00 | Yes (X) | $109,075 | $0 | $7,396 | |
| CONNIE BARTON | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM CAVASSO | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY HOGG | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BONNIE JESSEE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GIL MATHEW | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THERESA PHILLIPS | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AUDREY TAYLOR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $484,549 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAFER CONSULTING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | MAGALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT CONSULTING | ServicesDesc |
| Compensation | $168,516 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,234,655 | GovernmentGrantsAmt |
| All Other Contributions | $76,323 | AllOtherContributionsAmt |
| Total Contributions | $10,310,978 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214 | TotalRevenueColumnAmt |
| Exclusion | $214 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,311,192 | TotalRevenueColumnAmt |
| Exclusion | $214 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,602,003 | TotalAmt |
| Program Services | $4,602,003 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,997 | TotalAmt |
| Program Services | $460,698 | ProgramServicesAmt |
| Management And General | $81,299 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,236,556 | TotalAmt |
| Program Services | $2,751,072 | ProgramServicesAmt |
| Management And General | $485,484 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,378 | TotalAmt |
| Program Services | $101,471 | ProgramServicesAmt |
| Management And General | $17,907 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,267 | TotalAmt |
| Program Services | $226,327 | ProgramServicesAmt |
| Management And General | $39,940 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,699 | TotalAmt |
| Program Services | $255,594 | ProgramServicesAmt |
| Management And General | $45,105 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,235 | TotalAmt |
| Program Services | $206,412 | ProgramServicesAmt |
| Management And General | $40,823 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,427 | TotalAmt |
| Program Services | $33,816 | ProgramServicesAmt |
| Management And General | $4,611 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,224 | TotalAmt |
| Program Services | $139,742 | ProgramServicesAmt |
| Management And General | $21,482 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,226 | TotalAmt |
| Program Services | $273,372 | ProgramServicesAmt |
| Management And General | $46,854 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,127 | TotalAmt |
| Program Services | $30,708 | ProgramServicesAmt |
| Management And General | $5,419 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,017 | TotalAmt |
| Program Services | $19,207 | ProgramServicesAmt |
| Management And General | $28,810 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE | $89,290 | $80,361 | $8,929 |
| SUPPLIES | $71,314 | $60,617 | $10,697 |
| EMPLOYEE TRAINING | $43,068 | $36,608 | $6,460 |
| EQUIPMENT | $25,719 | $22,633 | $3,086 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,658 | TotalAmt |
| Program Services | $30,499 | ProgramServicesAmt |
| Management And General | $4,159 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,182,205 | TotalAmt |
| Program Services | $9,331,140 | ProgramServicesAmt |
| Management And General | $851,065 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $548,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,235 | BOYAmt |
| EOY | $37,283 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,123 | BOYAmt |
| EOY | $423,752 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,204 | BOYAmt |
| EOY | $86,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $304,927 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,310 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,872 | BOYAmt |
| EOY | $1,095,995 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,103 | BOYAmt |
| EOY | $491,760 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,377 | BOYAmt |
| EOY | $93,166 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,480 | BOYAmt |
| EOY | $584,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,392 | BOYAmt |
| EOY | $511,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,392 | BOYAmt |
| EOY | $511,069 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,872 | BOYAmt |
| EOY | $1,095,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $128,987 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$10,310 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,645,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,772,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,398,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,155,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,310,978 | CurrentTaxYearAmt |
| Total | $40,284,110 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,645,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,772,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,398,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,155,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,310,978 | CurrentTaxYearAmt |
| Total | $40,284,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $40,284,110 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214 | CurrentTaxYearAmt |
| Total | $658 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,284,768 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,927 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISCELLANEOUS | $83,035 |
| REFUNDABLE ADVANCES | $10,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $93,166 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,311,192 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $10,311,192 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,311,192 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,182,205 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $10,182,205 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,182,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | AFWD IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CAFILORNIA FRANCHISE TAX BOARD CODE SECTION 23701(D). THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT AFWD IS NOT A PRIVATE FOUNDATION UNDER IRS CODE SECTION 509(A). MANAGEMENT BELEIVES AFWD HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| ON THE JOB TRAINING | 177 | $1,104,962 | FMV |
| TUITION | 203 | $111,625 | FMV |
| BOOKS/UNIFORMS/TOOLS/CLO. | 324 | $318,655 | FMV |
| INTERNS & WORK EXPERIENCE | 288 | $3,066,761 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | IT IS AFWD'S INTENT TO PROVIDE ASSISTANCE TO ENROLLED CLIENTS IN NEED OF FINANCIAL HELP TO PARTICIPATE IN WIOA PROGRAMS. ASSISTANCE IS PROVIDED BASED ON THE NEEDS IDENTIFIED IN A PARTICIPANT'S FILE AND THE AVAILABILITY OF PROGRAM FUNDS. SUPPORTIVE SERVICES MAY ONLY BE PROVIDED TO INDIVIDUALS WHO ARE ENROLLED IN THE WIOA PROGRAM AND ARE RECEIVING CAREER SERVICES AND/OR TRAINING SERVICES, AND ARE UNABLE TO OBTAIN SUPPORTIVE SERVICES THROUGH OTHER PROGRAMS PROVIDING SUCH SERVICES. (WIOA, SECTION 134(D)(2) AND (3)) WHEN IT IS DETERMINED THAT A PARTICIPANT NEEDS FINANCIAL ASSISTANCE TO PARTICIPATE IN WIOA PROGRAM ACTIVITIES, STAFF WILL FOLLOW THE SUPPORTIVE SERVICES POLICY. ALL FINANCIAL ASSISTANCE EXPENSES MUST BE APPROVED PRIOR TO THE INCURRING OF SUCH COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI HOLT | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $134,883 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $8,760 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $11,162 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $154,805 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 AND SCHEDULES ARE PROVIDED TO BOARD MEMBERS. FORM 990 AND SCHEDULES ARE REVIEWED BY THE FISCAL OFFICER AND EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES AND BOARD MEMBERS. BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO FULLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ROUTINE EMPLOYEE AND BOARD MEETINGS ARE SCHEDULED AND THE CONFLICT OF INTEREST POLICY REVIEWED. ALLIANCE FOR WORKFORCE DEVELOPMENT, INC. MAY TAKE WHATEVER CORRECTIVE ACTION APPEARS APPROPRIATE ACCORDING TO THE CIRCUMSTANCES. FAILURE TO DISCLOSE FACTS SHALL CONSTITUTE GROUNDS FOR DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EACH EMPLOYEE RECEIVES AN ANNUAL PERFORMANCE REVIEW CONDUCTED BY HIS OR HER SUPERVISOR. THE EXECUTIVE DIRECTOR RECEIVES PERFORMANCE REVIEWS BY THE BOARD OF DIRECTORS. PERFORMANCE EVALUATIONS MAY REVIEW FACTORS SUCH AS THE QUALITY AND QUANTITY OF WORK PERFORMED, KNOWLEDGE OF THE JOB, INITIATIVE AND WORK ATTITUDE. SALARY INCREASES ARE BASED ON MERIT AS INDICATED BY EMPLOYEE'S COMPETENCY BASE PERFORMANCE APPRAISAL AND AS DETERMINED BY MANAGEMENT TO BE CONSISTENT WITH BUDGETARY CONSTRAINTS AND THE NEEDS OF THE ORGANIZTION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | EACH EMPLOYEE RECEIVES AN ANNUAL PERFORMANCE REVIEW CONDUCTED BY HIS OR HER SUPERVISOR. THE EXECUTIVE DIRECTOR RECEIVES PERFORMANCE REVIEWS BY THE BOARD OF DIRECTORS. PERFORMANCE EVALUATIONS MAY REVIEW FACTORS SUCH AS THE QUALITY AND QUANTITY OF WORK PERFORMED, KNOWLEDGE OF THE JOB, INITIATIVE AND WORK ATTITUDE. SALARY INCREASES ARE BASED ON MERIT AS INDICATED BY EMPLOYEE'S COMPETENCY BASE PERFORMANCE APPRAISAL AND AS DETERMINED BY MANAGEMENT TO BE CONSISTENT WITH BUDGETARY CONSTRAINTS AND THE NEEDS OF THE ORGANIZTION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALLIANCE FOR WORKFORCE DEVELOPMENT, INC. MAKES THESE FORMS AVAILABLE BY WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9 | DEPRECIATION OF FIXED ASSETS PURCHASED WITH GRANT -10,310 |
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