2020-05-11T10:31:25-05:00 2019-06-30 592145410 POWELL AND JONES CPAS 1359 SW MAIN BLVD LAKE CITY FL 32025 990 2018-07-01 650778245 SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD INC SOUT 2392252500 6800 SHOPPES AT PLANTATION NO 170 FORT MYERS FL 33912 JOSEPH PATERNO EXECUTIVE DIRECTOR 2392252500 2020-04-30 P01426180 3867554200 73.148.219.123 2020-05-11 11:24:18 ED P 6657A8ECE3D72BEA51942F48972AD8BFD1A55708 6657A8ECE3D72BEA51942F48972AD8BFD1A55708 2018 2020-11-19 02:30:22Z JOSEPH PATERNO 6800 SHOPPES AT PLANTATION STE 170 FORT MYERS FL 33912 14439981 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 25 310 0 0 0 15425021 13795097 0 0 0 0 555317 644884 15980338 14439981 3735650 3104734 0 0 6943538 6609151 0 0 0 5484214 4726189 16163402 14440074 -183064 -93 3924027 4638050 3332306 4046422 591721 591628 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 7636631 2723808 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. 1621929 289101 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. 1021241 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 2678079 91825 644884 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. 2678079 91825 644884 12957880 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 45 0 1 310 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 STEVE NEMAZIE BOARD MEMBER 1.00 X 0 0 0 JEFF ADAMS BOARD MEMBER 1.00 X 0 0 0 DIANA BELLO BOARD MEMBER 1.00 X 0 0 0 ED BOLTER BOARD MEMBER 1.00 X 0 0 0 BJ BRUNDAGE VICE PRESIDENT 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 MARTIN HAAS 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 PRESIDENT 1.00 X X 0 0 0 PAMELA JOHNSON BOARD MEMBER 1.00 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 MICHELLE ZECH 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 162034 0 30671 MICHAEL EGAN FINANCE DIRECTOR 40.00 X 119219 0 8955 281253 0 39626 2 0 1 0 TAYLORHALLMILLERPARKERPA 225 E ROBINSON ST SUITE 455 ORLANDO FL 32801 PROFESSIONAL 120166 1 12798659 996438 13795097 644884 0 644884 644884 644884 14439981 644884 0 0 X 3104734 3104734 927060 182560 744500 4587917 4549027 38890 687846 681070 6776 406328 353719 52609 58429 5100 53329 155827 125192 30635 24773 21292 3481 1704902 1606129 98773 87290 69818 17472 76241 58036 18205 73004 20221 52783 297666 297666 44326 29638 14688 CONTRACTS 1313562 1291329 22233 TELEPHONE AND INTERNET 148101 129577 18524 WORKERS COMP 135161 117615 17546 PROGRAM SUPPLIES 87499 76646 10853 519408 238511 280897 14440074 12957880 1482194 0 1378597 2064424 482249 777277 1898 6998 56291 81697 4404239 2696585 1982296 1707654 22696 3924027 4638050 1017584 736003 717597 1269862 1597125 1865557 0 175000 3332306 4046422 X 591721 591628 591721 591628 3924027 4638050 -93 0 X X 0 1 X 1 1 1 X 15833310 14641939 14538521 15425021 13795097 74233888 15833310 14641939 14538521 15425021 13795097 74233888 74233888 555435 459085 535476 555317 644884 2750197 76984085 0.96430 0.96630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 25000 2467000 1148831 1318169 1020781 656296 364485 891458 891458 0 1707654 LINE OF CREDIT 175000 175000 X 14439981 0 14439981 0 14439981 14440074 0 14440074 0 14440074 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) 2061 2772190 COST SCHOOLS AND SUPPORTIVE SERVICES TRAINING (WTP) 1100 240719 COST SCHOOLS AND SUPPORTIVE SERVICES WAGNER PEYSER 1139 35015 COST SCHOOLS AND SUPPORTIVE SERVICES TRADE ADJUSTMENT ASSISTANCE 4 56810 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 138806 0 11228 0 12000 0 0 0 30671 0 192705 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 REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 9,746. MANAGEMENT AND GENERAL EXPENSES 73,392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,138. JANITORIAL SERVICE: PROGRAM SERVICE EXPENSES 46,795. MANAGEMENT AND GENERAL EXPENSES 33,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,607. WORKFORCE BOARD EXPENSES: PROGRAM SERVICE EXPENSES 10,523. MANAGEMENT AND GENERAL EXPENSES 46,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,941. UTILITIES: PROGRAM SERVICE EXPENSES 23,948. MANAGEMENT AND GENERAL EXPENSES 27,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,489. EQUIPMENT LEASE: PROGRAM SERVICE EXPENSES 31,227. MANAGEMENT AND GENERAL EXPENSES 5,708. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,935. FACILITY ADMINISTRATOR AND EXPENSES: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 25,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,250. EQUIPMENT EXPENSE: PROGRAM SERVICE EXPENSES 12,257. MANAGEMENT AND GENERAL EXPENSES 13,268. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,525. SOFTWARE AND SUPPORT: PROGRAM SERVICE EXPENSES 12,612. MANAGEMENT AND GENERAL EXPENSES 12,334. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,946. EVENTS: PROGRAM SERVICE EXPENSES 750. MANAGEMENT AND GENERAL EXPENSES 13,746. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,496. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 14,207. MANAGEMENT AND GENERAL EXPENSES 166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,373. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 12,271. MANAGEMENT AND GENERAL EXPENSES 1,105. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,376. BANK CHARGES: PROGRAM SERVICE EXPENSES 6,505. MANAGEMENT AND GENERAL EXPENSES 6,392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,897. DISPOSAL SERVICE: PROGRAM SERVICE EXPENSES 6,937. MANAGEMENT AND GENERAL EXPENSES 4,766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,703. JOB FAIR EXPENSE : PROGRAM SERVICE EXPENSES 11,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,346. LAWN MAINTENANCE: PROGRAM SERVICE EXPENSES 2,400. MANAGEMENT AND GENERAL EXPENSES 7,885. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,285. DRUG SCREENING: PROGRAM SERVICE EXPENSES 7,683. MANAGEMENT AND GENERAL EXPENSES 36. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,719. TRAINING: PROGRAM SERVICE EXPENSES 3,400. MANAGEMENT AND GENERAL EXPENSES 2,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,778. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 5,725. MANAGEMENT AND GENERAL EXPENSES 20. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,745. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 2,998. MANAGEMENT AND GENERAL EXPENSES 2,062. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,060. BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 4,586. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,666. STIPENDS : PROGRAM SERVICE EXPENSES 4,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,640. TUITION PLAN: PROGRAM SERVICE EXPENSES 1,230. MANAGEMENT AND GENERAL EXPENSES 2,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,683. PEST CONTROL: PROGRAM SERVICE EXPENSES 400. MANAGEMENT AND GENERAL EXPENSES 2,085. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,485. AWARDS/RECOGNITION/HR: PROGRAM SERVICE EXPENSES 1,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,325. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.