2021-05-14T09:44:15-05:00 2020-06-30 592145410 POWELL AND JONES CPAS 1359 SW MAIN BLVD LAKE CITY FL 32025 990 2019-07-01 650778245 SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD INC SOUT 2392252500 6800 SHOPPES AT PLANTATION NO 170 FORT MYERS FL 33912 JOSEPH PATERNO EXECUTIVE DIRECTOR 2392252500 2021-05-12 P01426180 2021-05-14 2019 2022-09-23 18:48:47Z JOSEPH PATERNO 6800 SHOPPES AT PLANTATION STE 170 FORT MYERS FL 33912 13133586 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. 25 25 328 0 0 0 13795097 12464225 0 0 0 0 644884 669361 14439981 13133586 3104734 3012604 0 0 6609151 6322042 0 0 0 4726189 3731935 14440074 13066581 -93 67005 4638050 4433903 4046422 3775270 591628 658633 X 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 7767759 2830549 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. 1720371 146485 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. 812109 21ST CENTURY COMMUNITY LEARNING CENTERS - THIS PROGRAM SUPPORTS THE CREATION OF COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERY AND LOW-PERFORMING SCHOOLS. THE PROGRAM HELPS STUDENTS MEET STATE AND LOCAL STUDENT STANDARDS IN CORE ACADEMIC SUBJECTS, SUCH AS READING AND MATH; OFFERS STUDENTS A BROAD ARRAY OF ENRICHMENT ACTIVITIES THAT CAN COMPLEMENT THEIR REGULAR ACADEMIC PROGRAMS; AND OFFERS LITERACY AND OTHER EDUCATIONAL SERVICES TO THE FAMILIES OF PARTICIPATING CHILDREN 1497177 35570 669361 OTHER PROGRAMS OF THE ORGANIZATION ARE WAGNER PEYSER, UNEMPLOYMENT COMPENSATION, TRADE ADJUSTMENT ASSISTANCE, VETERAN'S PROGRAMS, FOOD STAMPS,EMPLOYMENT AND TRAINING AND OTHER JOBS RELATED PROGRAMS THAT ENHANCE THE EMPLOYABILITY OF PARTICIPANTS. 1497177 35570 669361 11797416 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 13 0 1 328 1 0 0 0 0 0 0 0 0 0 0 X 25 25 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 VICE CHAIR 1.00 X 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 X 0 0 0 BILL DIAMOND BOARD MEMBER 1.00 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 CHAIR 1.00 X X 0 0 0 DR ROBERT JONES BOARD MEMBER 1.00 X 0 0 0 BRENT KETTLER BOARD MEMBER 1.00 X 0 0 0 JIM LAMB BOARD MEMBER 1.00 X 0 0 0 MELVIN MORGAN 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 NANCY TEDROS SECRETARY 1.00 X X 0 0 0 JOE WHEELER BOARD MEMBER 1.00 X 0 0 0 GERI YORASCHEK 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 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 JOSEPH P PATERNO EXECUTIVE DIRECTOR 40.00 X 185472 0 20829 MICHAEL EGAN FINANCE DIRECTOR 40.00 X 120831 0 9079 PRISCILLA CHAGNON DEPUTY DIRECTOR 40.00 X 114342 0 33131 420645 0 63039 3 0 1 0 TAYLORHALLMILLERPARKERPA 225 E ROBINSON ST SUITE 455 ORLANDO FL 32801 PROFESSIONAL 119508 1 11983993 480232 12464225 669361 0 669361 669361 669361 13133586 669361 0 0 X 3012604 3012604 450656 250972 199684 4690949 4281091 409858 809609 769281 40328 370828 326122 44706 36289 36289 141193 94693 46500 35215 31145 4070 1755197 1602075 153122 63110 50218 12892 58201 35294 22907 93283 31812 61471 193936 193936 46226 39542 6684 CONTRACTS 432164 432164 EQUIPMENT NONCAPITALIZE 249842 244145 5697 COMMUNICATIONS 156797 139297 17500 REPAIRS AND MAINTENANCE 69237 24555 44682 401245 238470 162775 13066581 11797416 1269165 0 2064424 2153761 777277 669414 6998 10207 81697 72722 4416467 2888668 1707654 1527799 4638050 4433903 736003 805357 1269862 1089814 1865557 1780099 175000 100000 4046422 3775270 X 591628 658633 591628 658633 4638050 4433903 67005 0 X X 0 1 X 1 1 1 X 14641939 14538521 15425021 13795097 12464225 70864803 14641939 14538521 15425021 13795097 12464225 70864803 70864803 459085 535476 555317 644884 669361 2864123 73728926 0.96120 0.96430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 25000 2467000 1218807 1248193 1033009 778403 254606 515874 515874 0 375584 375584 0 1527799 LINE OF CREDIT 100000 100000 X 13133586 0 13133586 0 13133586 13066581 0 13066581 0 13066581 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) 1896 2830549 COST SCHOOLS AND SUPPORTIVE SERVICES TRAINING (WTP) 976 146485 COST SCHOOLS AND SUPPORTIVE SERVICES WAGNER PEYSER 5829 25792 COST SCHOOLS AND SUPPORTIVE SERVICES TRADE ADJUSTMENT ASSISTANCE 4 9778 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 162245 0 11227 0 12000 0 12000 0 8829 0 206301 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 WORKFORCE BOARD EXPENSES: PROGRAM SERVICE EXPENSES 20,905. MANAGEMENT AND GENERAL EXPENSES 30,923. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,828. UTILITIES: PROGRAM SERVICE EXPENSES 19,588. MANAGEMENT AND GENERAL EXPENSES 24,398. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,986. STIPENDS: PROGRAM SERVICE EXPENSES 38,931. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,931. FACILITY ADMINISTRATOR AND EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 29,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,400. EQUIPMENT LEASE: PROGRAM SERVICE EXPENSES 24,120. MANAGEMENT AND GENERAL EXPENSES 4,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,632. SOFTWARE AND SUPPORT: PROGRAM SERVICE EXPENSES 6,015. MANAGEMENT AND GENERAL EXPENSES 13,954. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,969. JANITORIAL SERVICE: PROGRAM SERVICE EXPENSES 9,516. MANAGEMENT AND GENERAL EXPENSES 10,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,696. PROGRAM SUPPLIES: PROGRAM SERVICE EXPENSES 15,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,367. BANK CHARGES: PROGRAM SERVICE EXPENSES 3,704. MANAGEMENT AND GENERAL EXPENSES 10,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,091. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 13,525. MANAGEMENT AND GENERAL EXPENSES 467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,992. LAWN MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,055. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,055. OPS TEMP EXPENSE: PROGRAM SERVICE EXPENSES 11,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,751. EVENTS: PROGRAM SERVICE EXPENSES 3,035. MANAGEMENT AND GENERAL EXPENSES 6,480. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,515. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 8,184. MANAGEMENT AND GENERAL EXPENSES 1,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,495. TUITION PLAN: PROGRAM SERVICE EXPENSES 2,512. MANAGEMENT AND GENERAL EXPENSES 4,672. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,184. DISPOSAL SERVICE: PROGRAM SERVICE EXPENSES 1,014. MANAGEMENT AND GENERAL EXPENSES 5,804. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,818. DRUG SCREENING: PROGRAM SERVICE EXPENSES 6,776. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,776. BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 6,464. MANAGEMENT AND GENERAL EXPENSES 210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,674. FACILITY EXPENSES: PROGRAM SERVICE EXPENSES 6,464. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,464. EDUCATION TRAINING EXP: PROGRAM SERVICE EXPENSES 5,309. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,559. JOB FAIR EXPENSE: PROGRAM SERVICE EXPENSES 1,107. MANAGEMENT AND GENERAL EXPENSES 4,283. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,390. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,930. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,853. MANAGEMENT AND GENERAL EXPENSES 689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,542. PEST CONTROL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,200. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT OR SELECTION PROCESS OF AUDIT SERVICES IN THE CURRENT YEAR.