2019-03-18T12:18:54-05:00 2018-06-30 592145410 POWELL AND JONES CPA'S 1359 SW MAIN BLVD LAKE CITY FL 32025 990 2017-07-01 650778245 SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD INC SOUT 2392252500 9530 MARKETPLACE ROAD NO 104 FORT MYERS FL 33912 JOSEPH PATERNO EXECUTIVE DIRECTOR 2392252500 2019-01-28 RICHARD C POWELL P01426180 3867554200 76.106.161.165 2019-03-18 13:14:31 ED P 2B167675771AECC31AE76AB2415E2B251E762386 2FA3C5BE600C67FE2B8ECE03F5528F7BD224FF90 2017 2019-02-21 02:37:17Z JOSEPH PATERNO 9530 MARKETPLACE ROAD SUITE 104 FORT MYERS FL 33912 15980338 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 25 415 0 0 0 14538521 15425021 0 0 0 0 535476 555317 15073997 15980338 0 3735650 0 0 6799414 6943538 0 0 0 8216439 5484214 15015853 16163402 58144 -183064 4109421 3924027 3334636 3332306 774785 591721 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 7353589 2917321 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. 1758187 344551 WELFARE TRANSITION - WELFARE TRANSITION PROGRAMS ARE DESIGNED TO EMPHASIZE WORK, SELF SUFFICIENCY, AND PERSONAL RESPONSIBILITY FOR WELFARE RECIPEIENTS AND TO ENABLE THEM TO MOVE FROM WELFARE TO WORK. 1304428 473778 NATIONAL EMERGENCY - THE PROGRAM ASSISTS BY PROVIDING FUNDS FOR COUNTIES DECLARED FEDERAL DISASTER AREAS TO PROVIDE TEMPORARY EMPLOYMENT TO DISLOCATED WORKERS THAT ASSIST WITH FLOOD CLEANUP AND RECOVERY EFFORTS AND HELP RETURN COMMUNITIES TO PRE-DISASTER CONDITIONS. 3444094 0 555317 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. 3444094 0 555317 13860298 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 51 0 1 415 1 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 9350 MARKETPLACE ROAD SUIT 104 FORT MYERS FL 33912 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 BOARD MEMBER 1.00 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 BOARD MEMBER 1.00 X 0 0 0 JOE WHEELER TREASURER 1.00 X X 0 0 0 GERI YORASCHEK BOARD MEMBER 1.00 X 0 0 0 MICHELLE ZECH SECRETARY 1.00 X X 0 0 0 NIDA ELUNA BOARD MEMBER 1.00 X 0 0 0 LUCIENNE PEARS BOARD MEMBER 1.00 X 0 0 0 JOSEPH P PATERNO EXECUTIVE DIRECTOR 40.00 X 204358 0 10186 THOMAS SULLIVAN DIRECTOR OF IT 40.00 X 106730 0 998 PRISCILLE CHAGNON DEPUTY DIRECTOR 40.00 X 123490 0 9864 MICHAEL EGAN FINANCE DIRECTOR 40.00 X 137845 0 9907 PATRICIA RILEY DIRECTOR ED. ALLIANCE 40.00 X 144141 0 1115 716564 0 32070 5 0 1 0 TAYLORHALLMILLERPARKERPA 225 E ROBINSON ST SUITE 455 ORLANDO FL 32801 PROFESSIONAL 108835 1 14782598 642423 15425021 555317 0 555317 555317 555317 15980338 555317 0 0 X 3735650 3735650 716038 350424 365614 5054959 4526352 528607 748864 687488 61376 423677 360324 63353 57869 5054 52815 139778 97913 41865 29057 23786 5271 116796 101185 15611 1608603 1496399 112204 92512 70626 21886 107871 81790 26081 78692 6512 72180 275241 275241 59446 40596 18850 CONTRACTS 1433450 1425903 7547 DISASTER EXPENSE 615890 615890 STIPENDS 122183 122183 SOFTWARE AND SUPPORT 112982 100526 12456 633844 352346 281498 16163402 13860298 2303104 0 1849979 1378597 348291 482249 461 1898 53207 56291 4404238 2421942 1857483 1982296 0 22696 4109421 3924027 817775 1017584 645856 717597 1871005 1597125 3334636 3332306 X 774785 591721 774785 591721 4109421 3924027 -183064 0 X 0 1 X 1 1 1 X 16200000 15833310 14641939 14538521 15425021 76638791 16200000 15833310 14641939 14538521 15425021 76638791 76638791 568530 555435 459085 535476 555317 2673843 79312634 0.96630 0.96750 X 25000 25000 2466999 1078345 1388654 1020781 452139 568642 891458 891458 0 1982296 X 15980338 0 15980338 0 15980338 16163402 0 16163402 0 16163402 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) 2755 2917321 COST SCHOOLS AND SUPPORTIVE SERVICES TRAINING (WTP) 414 344551 COST SCHOOLS AND SUPPORTIVE SERVICES TRAINING (NEG) 225 473778 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 160395 0 32478 0 11485 0 0 0 10186 0 214544 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 PROGRAM SUPPLIES : PROGRAM SERVICE EXPENSES 87,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,278. JANITORIAL SERVICE : PROGRAM SERVICE EXPENSES 7,140. MANAGEMENT AND GENERAL EXPENSES 67,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,765. WORKFORCE BOARD EXPENSES : PROGRAM SERVICE EXPENSES 3,598. MANAGEMENT AND GENERAL EXPENSES 48,060. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,658. UTILITIES : PROGRAM SERVICE EXPENSES 24,004. MANAGEMENT AND GENERAL EXPENSES 26,165. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,169. OUTREACH : PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 647. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,647. EQUIPMENT LEASE : PROGRAM SERVICE EXPENSES 29,993. MANAGEMENT AND GENERAL EXPENSES 6,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,162. EQUIPMENT EXPENSE : PROGRAM SERVICE EXPENSES 28,476. MANAGEMENT AND GENERAL EXPENSES 6,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,374. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES -6,482. MANAGEMENT AND GENERAL EXPENSES 38,951. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,469. FACILITY ADMINISTRATOR AND EXPENSES : PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 27,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. TELEPHONE AND INTERNET : PROGRAM SERVICE EXPENSES 22,766. MANAGEMENT AND GENERAL EXPENSES 4,971. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,737. WORKERS COMP : PROGRAM SERVICE EXPENSES 20,382. MANAGEMENT AND GENERAL EXPENSES 3,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,919. BANK CHARGES : PROGRAM SERVICE EXPENSES 6,323. MANAGEMENT AND GENERAL EXPENSES 10,478. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,801. DUES AND SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 5,623. MANAGEMENT AND GENERAL EXPENSES 11,165. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,788. WEBSITE SERVICES : PROGRAM SERVICE EXPENSES 10,313. MANAGEMENT AND GENERAL EXPENSES 3,888. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,201. POSTAGE AND PRINTING : PROGRAM SERVICE EXPENSES 13,048. MANAGEMENT AND GENERAL EXPENSES 910. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,958. JOB FAIR EXPENSES : PROGRAM SERVICE EXPENSES 13,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,296. LAWN MAINTENANCE : PROGRAM SERVICE EXPENSES 800. MANAGEMENT AND GENERAL EXPENSES 11,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,825. STAFF DEVELOPMENT : PROGRAM SERVICE EXPENSES 11,382. MANAGEMENT AND GENERAL EXPENSES 135. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,517. BUSINESS DEVELOPMENT : PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,000. BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 7,150. MANAGEMENT AND GENERAL EXPENSES 566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,716. DRUG SCREENING : PROGRAM SERVICE EXPENSES 7,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,678. DISPOSAL SERVICE : PROGRAM SERVICE EXPENSES 1,435. MANAGEMENT AND GENERAL EXPENSES 3,773. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,208. TUITION PLAN : PROGRAM SERVICE EXPENSES -566. MANAGEMENT AND GENERAL EXPENSES 4,287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,721. PEST CONTROL : PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 2,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,600. FACILITY EXPENSES : PROGRAM SERVICE EXPENSES -281. MANAGEMENT AND GENERAL EXPENSES 2,348. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,067. AWARDS/RECOGNITION/HR : PROGRAM SERVICE EXPENSES 1,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,826. DIRECT CLIENT SERVICES : PROGRAM SERVICE EXPENSES 360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360. FUNDING DECISION : PROGRAM SERVICE EXPENSES 104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104.