2017-05-11T12:18:42-05:00 2016-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2015-07-01 391455735 WORKFORCE RESOURCE INC WORK 7152321412 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 BAMBI PENNING CHIEF FINANCIAL OFFICER 7152321412 2017-05-10 1 AMANDA VANNATTA P00948755 6082741980 2017-05-10 2015 2021-01-29 14:40:06Z DEBRA LESLIE 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 8387583 0 X WWW.WORKFORCERESOURCE.ORG X 1983 WI PROVIDE WORKFORCE DEVELOPMENT SERVICES & MANAGEMENT ASSISTANCE FOR EMPLOYMENT & TRAINING ACTIVITIES. 10 10 311 11 0 0 6403555 8286741 81908 13593 119 92 17093 -13875 6502675 8286551 2199264 2433642 0 0 3009948 4157887 0 0 15188 1308771 1391933 6517983 7983462 -15308 303089 2465518 2748093 797905 777391 1667613 1970702 X THE MISSION OF WORKFORCE RESOURCE, INC. IS TO ALIGN THE NEEDS OF A DIVERSE WORKFORCE WITH THE NEEDS OF BUSINESS FOR A STRONG, SUSTAINABLE REGIONAL ECONOMY.WORKFORCE RESOURCE, INC. WAS FORMED TO PREPARE YOUTH AND UNSKILLED ADULTS FOR ENTRY INTO THE WORKFORCE AND TO PROVIDE ECONOMICALLY DISADVANTAGED INDIVIDUALS AND OTHERS FACING BARRIERS TO EMPLOYMENT WITH JOB TRAINING IN BARRON, CHIPPEWA, CLARK, DUNN, EAU CLAIRE, PEPIN, PIERCE, POLK, AND ST. CROIX COUNTIES IN WISCONSIN. 0 0 2763406 941771 5261 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 2,288 WITH 606 ENTERING EMPLOYMENT. 1639431 558720 3121 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 1,039 INDIVIDUAL CLIENTS DURING THE FISCAL YEAR. 150 INDIVIDUALS WERE ASSISTED INTO FULLTIME EMPLOYMENT AND AN ADDITIONAL 28 ENTERED PARTTIME EMPLOYMENT OF 65 HOURS OR MORE PER MONTH. 999397 340596 1902 WIA/WIOA ADULT SERVICES: DURING THE 2015-2016 PROGRAM YEAR, WORKFORCE RESOURCE, INC. SERVED 511 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. 416 OF THE 511 ADULTS SERVED PARTICIPATED IN THE WIOA ADULT PROGRAM. DURING THE PROGRAM YEAR 90% OF THE INDIVIDUALS WHO EXITED THE PROGRAM OBTAINED EMPLOYMENT, 92.9% RETAINED THAT EMPLOYMENT SIX MONTHS FOLLOWING EXIT AND AVERAGED SIX-MONTH EARNINGS OF $12,600. WORKFORCE RESOURCE, INC. EXCEEDED THE GOALS FOR THE ENTERED EMPLOYMENT, JOB RETENTION AND AVERAGE EARNINGS PERFORMANCE MEASURES. 839943 286254 1599 WIA/WIOA DISLOCATED WORKERS SERVICES: A TOTAL OF 464 DISLOCATED WORKERS WERE SERVED UNDER FIVE GRANTS DURING THIS PROGRAM YEAR - INCLUDING WIOA DISLOCATED WORKER, FOUR RAPID RESPONSE GRANT. DURING THE PROGRAM YEAR 90.1% OF EXITED CLIENTS OBTAINED EMPLOYMENT AND 94.7% 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 $15,761.24. WORKFORCE RESOURCE, INC. EXCEEDED THE GOAL FOR AVERAGE EARNINGS, PERFORMANCE MEASURES, ENTERED EMPLOYMENT AND JOB RETENTION GOALS. 688414 234613 1310 WIA/WIAO 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. 210350 71688 400 FAST FORWARD:FAST FORWARD HOSTED 35 ACADEMIES WITH 387 PARTICIPANTS. FAST FORWARD GRANTS FOCUS ON INDUSTRY TRAINING AND BASIC JOB SKILLS. 1738707 592555 3309 7140941 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 31 0 1 311 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 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 1.00 X 0 0 0 PETE ADLER DIRECTOR (THRU MAY) 1.00 X 0 0 0 DWIGHT JELLE DIRECTOR 1.00 X 0 0 0 LARRY JEPSEN DIRECTOR 1.00 X 0 0 0 ROGER LARSON DIRECTOR 1.00 X 0 0 0 JAMES MILLER DIRECTOR 1.00 X 0 0 0 JOE WALCHULIS DIRECTOR 1.00 X 0 0 0 RUTH WOOD DIRECTOR 1.00 X 0 0 0 COLLEEN BATES CHAIRPERSON 1.00 X X 0 0 0 STEVE RASMUSSEN VICE CHAIRPERSON 1.00 X X 0 0 0 PAUL MICHELS SECRETARY/TREASURER 1.00 X X 0 0 0 RICHARD BEST CHIEF EXECUTIVE OFFICER (THRU DEC) 40.00 X 132575 0 10835 DEBRA LESLIE CHIEF EXECUTIVE OFFICER (BEG JULY) 40.00 X 78240 0 15038 CYNTHIA KNUTSON CHIEF FINANCIAL OFFICER (THRU NOV) 40.00 X 55592 0 12290 MICHAEL MATTISON CHIEF FINANCIAL OFFICER (NOV-FEB) 40.00 X 6685 0 16831 BAMBI PENNING BEG FEB CHIEF FINANCIAL OFFICER 40.00 X 51870 0 14522 324962 0 69516 1 0 0 0 CHIPPEWA VALLEY TECHNICAL COLLEGE 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 EDUCATION SERVICES 322450 NORTHWEST CEP INC 422 THIRD ST SUITE 200 ASHLAND WI 54806 EDUCATION SERVICES 203729 DYNAMITE TECH INC 800 WISCONSIN ST SUITE 405G EAU CLAIRE WI 54703 IT SERVICES 171593 3 7998540 288201 8286741 PROGRAM INCOME 561300 13593 13593 13593 92 92 68872 101032 -32160 -32160 -32160 18285 18285 18285 8286551 13593 0 -13783 2433642 2433642 314282 272601 35071 6610 2585477 2293571 288516 3390 247824 222828 24671 325 774094 696018 77061 1015 236210 209203 26697 310 2384 2384 19800 19800 20214 17690 2524 17108 16654 454 218165 160211 54416 3538 13827 13827 305140 294290 10850 104715 97946 6769 42225 40211 2014 21228 21228 21633 21633 PROGRAM EXPENSE 362464 362464 DUES AND SUBSCRIPTIONS 7767 7767 235263 235263 7983462 7140941 827333 15188 531759 390524 903962 1351274 26826 31546 136447 157442 1806890 989583 866524 817307 2465518 2748093 544443 709452 115166 54844 138296 13095 797905 777391 X 1667613 1970702 1667613 1970702 2465518 2748093 303089 0 X 0 1 X 1 1 1 X 5401831 5847739 6296433 6403555 8286741 32236299 5401831 5847739 6296433 6403555 8286741 32236299 32236299 151683 158351 147192 146865 68964 673055 32909354 530355 0.97950 0.97980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 46396 46396 1383522 629554 753968 376972 360029 16943 817307 X 8387583 0 8387583 -101032 -101032 8286551 8084494 101032 101032 7983462 0 7983462 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR WISCONSIN WORKFORCE DEVELOPMENT ASSOCIATION, INC. (WWDA) AND WISCONSIN MANUFACTURING WORKS, INC. (WMW). DUE TO FISCAL AGENTS CONSISTS OF FUNDS HELD BY THE ORGANIZATION FOR THE OTHER NONPROFIT ORGANIZATIONS. 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 -101,032. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE 101,032. 1 TRAINING AND OTHER ASSISTANCE PROVIDED TO WIA/JOB OPPORTUNITY PARTICIPANTS 1384 933151 TRAINING AND OTHER ASSISTANCE TO FSET JOB OPPORTUNITY PARTICIPANTS 540 941771 TRAINING AND OTHER ASSISTANCE TO W-2 JOB OPPORTUNITY PARTICIPANTS 200 558720 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BYLAWS DURING THE FISCAL YEAR: -BOARD OF DIRECTORS - NUMBER: THE BOARD OF DIRECTORS SHALL CONSIST OF SEVEN (7) DIRECTORS. -BOARD OF DIRECTORS - COMPOSITION, QUALIFICATIONS, NOMINATION & APPOINTMENT: (A) WITHIN THE REGION SERVED BY THE CORPORATION, FIVE DIRECTORS SHALL BE APPOINTED FROM PRIVATE SECTOR BUSINESS WHO PARTNER WITH PROGRAMS ADMINISTERED BY THE CORPORATION AND REPRESENT A MIX OF INDUSTRY SECTORS WITHIN THE REGION. SUCH APPOINTEES MAY BE OWNERS OF BUSINESS, CHIEF EXECUTIVES OR CHIEF OPERATING OFFICERS OR OTHER EXECUTIVES WHO HAVE SUBSTANTIAL MANAGEMENT OR POLICY RESPONSIBILITY. TWO DIRECTORS SHALL BE APPOINTED FROM PUBLIC OR NON-PROFIT ORGANIZATIONS/ENTITIES WHO WORK WITH INDIVIDUALS FACING SERIOUS BARRIERS TO EMPLOYMENT. SUCH APPOINTEES MAY HAVE SUBSTANTIAL MANAGEMENT OR POLICY RESPONSIBILITY. WHILE THE BOARD WILL SEEK BALANCED REPRESENTATION FROM THE VARIOUS COUNTIES, THESE REPRESENTATIVES MAY BE CHOSEN AT LARGE FROM THE SERVICE AREA. (B) ALL DIRECTORS SHALL BE APPOINTED BY A MAJORITY VOTE OF THE ENTIRE BOARD. -FUNCTIONS: THE BOARD OF DIRECTORS SHALL: (A) DEVELOP POLICY APPROPRIATE TO THE MISSION OF THE CORPORATION. (B) HIRE, EVALUATE, COMPENSATE, AND MAINTAIN CHIEF EXECUTIVE OFFICER (CEO) WHO SHALL BE GIVEN THE NECESSARY AUTHORITY AND RESPONSIBILITY FOR THE MANAGEMENT AND ADMINISTRATION OF THE CORPORATION, SUBJECT ONLY TO POLICIES ENACTED BY THE BOARD. THE CEO IS RESPONSIBLE FOR ADVISING THE BOARD ON APPROPRIATE POLICIES. THE CEO SHALL SERVE AS AN EX OFFICIO, NON-VOTING MEMBER OF THE BOARD AND MAY ATTEND BOARD MEETINGS AND BOARD COMMITTEE MEETINGS UNLESS OTHERWISE RESTRICTED DUE TO BOARD POLICIES. THE CEO SHALL ACT AS THE DULY AUTHORIZED REPRESENTATIVE OF THE BOARD IN ALL MATTERS EXCEPT THOSE IN WHICH THE BOARD HAS FORMALLY DESIGNATED ANOTHER INDIVIDUAL OR GROUP TO ACT. THE CEO SHALL BE RESPONSIBLE FOR HIRING AND DISMISSING EMPLOYEES OF THE CORPORATION. THE CEO IS DIRECTLY ACCOUNTABLE TO THE BOARD. THE CEO MAY BE REMOVED FROM EMPLOYMENT ONLY BY THE DETERMINATION OF THE BOARD. A TWO-THIRDS VOTE OF ALL SEATED BOARD MEMBERS SHALL BE NECESSARY TO REMOVE THE CEO. ANY REMOVAL SHALL BE WITHOUT PREJUDICE TO THE GENERAL EMPLOYMENT CONTRACT RIGHTS (IF ANY) OF THE INDIVIDUAL REMOVED. REMOVED THE FOLLOWING FUNCTIONS OF THE BOARD: (A) PROVIDE SUCH MANAGEMENT AND ADMINISTRATIVE SERVICES TO THOSE TWO ORGANIZATIONS(COUNTIES BOARD OF COMMISSIONERS AND THE WORKFORCE INVESTMENT BOARD) AS NECESSARY TO CARRY OUT THEIR ROLES UNDER THE WORKFORCE INVESTMENT ACT AND ITS REGULATIONS. INCLUDING DEVELOPMENT OF A STRATEGIC WORKFORCE DEVELOPMENT PLAN, OPERATE, ADMINISTER AND OVERSEE THE PROGRAMS CONDUCTED UNDER THE WORKFORCE INVESTMENT ACT AND OTHER PROGRAMS OR ACTIVITIES APPROPRIATE TO THE MISSION OF THE CORPORATION PURSUANT TO PROCEDURES DEVELOPED BY THE BOARD. (B) FUNCTION AS FISCAL AGENT FOR THE COUNTY BOARDS' CONSORTIUM AND WORKFORCE INVESTMENT BOARD. FORM 990, PART VI, SECTION B, LINE 11 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 TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.