2018-03-22T13:18:12-05:00 2017-06-30 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2016-07-01 391455735 Workforce Resource Inc WORK 7152321412 401 Technology Drive East No 100 Menomonie WI 54751 Bambi Penning Chief Financial Officer 7152321412 2018-03-21 1 Jean Christensen P00368719 6082741980 2018-03-21 216.54.158.12 2018-03-21 13:48:12 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D39DFCF308E29798099C6E98D97B6F6C3915D4BA 2016 2021-01-29 14:40:06Z Debra Leslie 401 Technology Drive East No 100 Menomonie WI 54751 8624872 0 X www.workforceresource.org X 1983 WI Empowering people through employment 7 7 348 17 0 0 8286741 8505955 13593 15012 92 64 -13875 -11133 8286551 8509898 2433642 2426074 0 0 4157887 4782220 0 0 15226 1391933 1285510 7983462 8493804 303089 16094 2748093 2720195 777391 733399 1970702 1986796 X The mission of Workforce Resource, Inc. is to empower people through employment. 0 0 3134060 996124 6164 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 WTIH 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 during the fiscal YEAR WAS 2,523 WITH 1,089 ENTERING EMPLOYMENT. 1487810 472883 2926 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 1,824 individual clients during the fiscal year. 172 individuals were assisted into fulltime employment and an additional 23 entered parttime employment of 65 hours or more per month. 915805 291078 1801 WIA/WIOA Adult Services: During the 2016-2017 program year, Workforce Resource, Inc. served 460 adults in five different grants - WIOA Adult, ACT for Healthcare, DOC Pipeline, Refugee Services and Ticket to Work. 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. 309 of the 460 adults served participated in the WIOA Adult program. During the program year 94% of the individuals who exited the program obtained employment, 94% retained that employment six months following exit and averaged six-month earnings of $12,543. Workforce Resource, Inc. exceeded the goals for the entered employment, job retention and average earnings performance measures. 646032 205334 1271 WIA/WIOA Dislocated Workers Services: A total of 287 dislocated workers were served under five grants during this program year - including WIOA Dislocated Worker, and four Rapid Response grants. During the program year 97% of exited clients obtained employment and 97% retained their employment after nine months. Services included assessment, career planning, occupational skills training, on-the-job training, basic skills development, job search preparation and job placement. The average six-month earnings for all WIOA Dislocated Workers was $15,595. Workforce Resource, Inc. exceeded the goal for average earnings performance measures, entered employment and job retention goals. 893009 283833 1756 WIA/WIOA Youth Services:A total of 376 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, 156 (41.5%) 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. 556327 176822 1094 Fast Forward:Fast Forward hosted 75 academies with 650 participants. Fast Forward grants focus on industry training and basic job skills. 2095368 665989 4121 7633043 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 348 1 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 Bambi Penning 7152321412 401 Technology Drive East Suite 100 Menomonie WI 54751 Anson Albarado Director (Thru Dec) 1.00 X 0 0 0 Todd Breneman Director 10.00 X 0 0 0 Brad Gringras Director 10.00 X 0 0 0 Dwight Jelle Director (Thru Dec) 1.00 X 0 0 0 Larry Jepsen Director (Thru Dec) 1.00 X 0 0 0 Roger Larson Director (Thru Dec) 1.00 X 0 0 0 James Miller Director (Thru Dec) 1.00 X 0 0 0 Lori Moen Director 10.00 X 0 0 0 David Seitz Director 10.00 X 0 0 0 Joe Walchulis Director (Thru Dec) 1.00 X 0 0 0 Ruth Wood Director (Thru Dec) 1.00 X 0 0 0 Colleen Bates Chairperson (Thru Dec) 1.00 X X 0 0 0 Jeremy Kiley Chairperson 10.00 X X 0 0 0 Steve Rasmussen Vice Chairperson (Thru Dec) 1.00 X X 0 0 0 Teresa Ritzinger Vice Chairperson 10.00 X X 0 0 0 Paul Michels Secretary/Treasurer (Thru Dec) 1.00 X X 0 0 0 Diane Cable Secretary/Treasurer 10.00 X X 0 0 0 Debra Leslie Chief Executive Officer 40.00 X 78387 0 15668 Bambi Penning Chief Financial Officer 40.00 X 61524 0 14656 139911 0 30324 0 0 0 0 Chippewa Valley Technical College 620 W Clairemont Ave Eau Claire WI 54701 Education Services 374000 Northwest CEP Inc 422 Third ST Suite 200 Ashland WI 54806 Education Services 247553 Dynamite Tech Inc 800 Wisconsin St Suite 405G Eau Claire WI 54703 IT Services 169196 Grace Lutheran Foundation Inc 3410 Sky Park Blvd Eau Claire WI 54702 Education Services 120175 4 8004142 501813 8505955 Program Income 561300 15012 15012 15012 64 64 76504 114974 -38470 -38470 -38470 27337 27337 27337 8509898 15012 0 -11069 2426074 2426074 180955 156820 17525 6610 3071167 2770342 297436 3389 248971 226510 22186 275 1028517 935731 91651 1135 252610 225636 26695 279 1415 1415 19500 19500 16706 16706 7947 7883 64 192979 159324 30117 3538 1660 1649 11 300525 270151 30374 110700 97424 13276 19006 15464 3542 43325 43325 27682 27682 Program Expense 284339 284339 Settlement Expense 247355 247355 12371 12371 8493804 7633043 845535 15226 390524 609912 1351274 1042205 31546 82569 157442 196006 1822411 1032908 817307 789503 2748093 2720195 709452 489881 54844 34505 13095 11658 0 197355 777391 733399 X 1970702 1986796 1970702 1986796 2748093 2720195 16094 0 X 0 1 X 1 1 1 X 5847739 6296433 6403555 8286741 8505955 35340423 5847739 6296433 6403555 8286741 8505955 35340423 35340423 158351 147192 146865 68964 76568 597940 35938363 321121 0.98340 0.97950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 46396 46396 1383522 664622 718900 392493 368286 24207 789503 X 8624872 0 8624872 -114974 -114974 8509898 8608778 114974 114974 8493804 0 8493804 Part IV, Line 2b: The Organization acts as a fiscal agent for Wisconsin Manufacturing Works, Inc. (WMW). Due to fiscal agent consists of funds held by the Organization for the other nonprofit organization. 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 -114,974. Part XII, Line 2d - Other Adjustments: Building Rental Expense 114,974. 1 Training and other assistance provided to WIOA/job opportunity participants 985 957066 Training and other assistance to FSET job opportunity participants 639 996124 Training and other assistance to W-2 job opportunity participants 417 472883 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.