2017-03-08T14:25:57-06:00 2016-06-30 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2015-07-01 391472579 Workforce Development Board of South Central Wisconsin Inc WORK 6082499001 3513 Anderson Street No 104 Madison WI 53704 Patricia Schramm CEO/Executive Director 6082499001 2017-02-23 1 Jean Christensen P00368719 6082741980 2017-02-23 2015 2021-01-29 14:40:06Z PATRICIA SCHRAMM 3513 Anderson Street No 104 Madison WI 53704 5976911 0 X www.wdbscw.org X 1983 WI FORGING STRATEGIC PARTNERSHIPS FOR ECONOMIC GROWTH. 32 32 75 32 0 0 5452514 5974466 0 2445 0 0 0 0 5452514 5976911 3378299 3390334 0 0 903818 970486 0 0 36382 1173558 1619675 5455675 5980495 -3161 -3584 847649 901758 795155 852848 52494 48910 X Workforce Development Board of South Central Wisconsin, Inc.'s mission is to build public and private partnerships that support innovation and excellence in workforce development.In furtherance of its mission the organization dedicates time, talent and financial resources to: promoting economic opportunities for the workforce; targeting disadvantaged and dislocated workers; allocating resources equitably throughout the region; responding to local needs; supporting a customer driven system; maintaining fiscal integrity. 0 0 2824205 2064318 0 Workforce Investment Act (WIA) adult and dislocated workers programs seek to improve employment, retention, and earnings of WIA participants and increase their educational and occupational skill attainment, thereby improving the quality of the workforce, reducing welfare dependency, and enhancing national productivity and competitiveness. ON THE JOB TRAINING (OJT) PROGRAM IS A TRAINING STRATEGY GEARED TOWARD LOCAL EMPLOYERS AND JOB SEEKERS TO PUT DISLOCATED WORKERS BACK TO WORK EARNING A WAGE WHILE RECEIVING TRAINING. In fiscal year 2016 this program served 1,467 participants. 1110820 726301 2445 Youth activities seek to increase the attainment of basic skills, work readiness, or occupational skills, and secondary diplomas or other credentials. A person is eligible to receive services under youth activities if they are between the ages of fourteen and twenty-one at the time of enrollment and demonstrate at least one of the following barriers to employment: deficient in basic literacy skills, a school dropout, homeless, a runaway, a foster child, pregnant or parenting, offender, or an individual who requires additional assistance to complete an educational program or to secure and hold employment. The organization served approximately 219 participants in youth activities during the year. 901816 328796 0 Skills Wisconsin is an initiative to improve Industry-Driven Worker Training Services by implementing a new online business client management tool (Salesforce) and expand coordination among Workforce Development Boards (WDBs) and economic development entities to improve the way that job seekers are attracted and matched to employment with emerging, expanding and anchor businesses across the state, and to expand career pathway training via Wisconsin Technical College system efforts to meet the needs of target industries. 744092 270919 0 The organization's special projects consist of limited-term programs (usually one to three years) that focus on specific objectives and/or target populations. These programs included the Windows to Work program, which provides case management services to help participants search for and secure employment to ensure successful reintegration into the community after release from Oakhill Correctional Facility. Other special projects include Local Youth Apprenticeship and Wisconsin Fast Forward grants. The organization served 424 participants through special projects during the year. 744092 270919 0 5580933 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 1 0 0 75 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X Patricia Schramm 6082499001 3513 Anderson Street Suite 104 Madison WI 53704 Turina Bakken member 1.00 X 0 0 0 Dave Branson member 1.00 X 0 0 0 Melanie Bruins Member 1.00 X 0 0 0 Marcia Christiansen member 1.00 X 0 0 0 Edward Clarke Member 1.00 X 0 0 0 Kathy Collins member (Thru December) 1.00 X 0 0 0 Karen Dettinger Member (Thru December) 1.00 X 0 0 0 Paul Dietmann Member 1.00 X 0 0 0 Kevin Dundlach Member 1.00 X 0 0 0 Nancy Elsing Member 1.00 X 0 0 0 Alex Fralin Member 1.00 X 0 0 0 Randy Guttenberg Member 1.00 X 0 0 0 Richard Hands Member 1.00 X 0 0 0 Fred Hebert Member (Thru December) 1.00 X 0 0 0 Matthew Hurtienne Member 1.00 X 0 0 0 T Lindsay Jones Member 1.00 X 0 0 0 Robert Kellerman Member 1.00 X 0 0 0 John Lalor Member 1.00 X 0 0 0 Nicolas Lampone Member 1.00 X 0 0 0 Francis Langer Member 1.00 X 0 0 0 Joseph Ledger member 1.00 X 0 0 0 Barb LeDuc Member 1.00 X 0 0 0 Steve Lewis Member (Thru March) 1.00 X 0 0 0 Jim Martinez Member (Thru December) 1.00 X 0 0 0 Ann McNeary Member 1.00 X 0 0 0 Leslie Mirkin Member (Thru December) 1.00 X 0 0 0 Melissa Montey Member 1.00 X 0 0 0 Bill Orth Member (Thru December) 1.00 X 0 0 0 Mary Pasholk Member (Thru December) 1.00 X 0 0 0 David Phillips Member 1.00 X 0 0 0 Brian Pulford Member 1.00 X 0 0 0 Ryan Pulvermacher Member 1.00 X 0 0 0 David Robinson Member 1.00 X 0 0 0 Steven Rush member 1.00 X 0 0 0 Lynn Severson member 1.00 X 0 0 0 Diana Shinall member (Thru December) 1.00 X 0 0 0 Susan Sutter member (Thru December) 1.00 X 0 0 0 Clay Tschillard member (Thru March) 1.00 X 0 0 0 Terrance Webb Member (Thru December) 1.00 X 0 0 0 Alan Langeteig chair 1.00 X X 0 0 0 Laura Cataldo secretary 1.00 X X 0 0 0 Kathy Cromey treasurer 1.00 X X 0 0 0 Pam Christenson chair-Elect 1.00 X X 0 0 0 HOWARD TEETER Past Chair 1.00 X X 0 0 0 Patricia Schramm CEO/Executive Director 40.00 X 101699 0 28659 Lameece Tyne Finance Director 40.00 X 76829 0 24785 178528 0 53444 1 0 0 0 IMPAQ International 10420 Little Patuxent Parkway Suit Columbia MD 21044 Consulting Services 173914 Integrity Staffing Solutions 750 Shipyard Drive Suite 300 Wilmington DE 19801 IT Services 117183 2 5974466 5974466 Youth Activity Revenue 624100 2445 2445 2445 5976911 2445 0 0 2146215 2146215 1244119 1244119 236206 79906 142982 13318 516172 398893 101977 15302 51922 37080 13303 1539 116035 97853 14742 3440 50151 31429 15939 2783 16588 11843 4745 501247 501247 3452 2367 1085 85474 65739 19735 10081 7603 2478 112714 84785 27929 11133 7695 3438 18987 13920 5067 6472 4310 2162 Training & Project Cost 805726 805726 strATEGIC PLANNING 22000 15215 6785 25801 24988 813 5980495 5580933 363180 36382 39428 55664 774092 818301 3656 2100 23836 21268 20799 16374 6637 4425 847649 901758 783580 852848 11575 0 795155 852848 X 52494 48910 52494 48910 847649 901758 -3584 0 X 0 1 X 1 1 1 X 4783316 5424907 6264715 5452514 5974466 27899918 4783316 5424907 6264715 5452514 5974466 27899918 27899918 27899918 12705 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11061 6636 4425 9738 9738 0 4425 X 5976911 0 5976911 0 5976911 5980495 0 5980495 0 5980495 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. 1 Employment and Training Association Inc 1819 Aberg Ave Madison WI 53704 391309391 501(c)(3) 692367 case management services Opportunities Inc of Jefferson County 200 E Cramer St Fort Atkinson WI 53538 391078133 501(c)(3) 433619 case management services Southwest Wisconsin Workforce Development Board Inc PO Box 656 Platteville WI 53818 391451363 501(c)(3) 5762 Business Services Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 City of Madison 80901 case management services Waukesha-Ozaukee-Washington Workforce Development Inc 892 Main Street Ste A Pewaukee WI 53072 391657328 501(c)(3) 28826 Business Services Fox Valley Workforce Development Board Inc 1401 McMahon Rd Neenah WI 54956 391571085 City of Kenosha 12216 Business Services Bay Area Workforce Development Board Inc 317 W Walnut St Green Bay WI 54303 391490219 501(c)(3) 4189 Business Services North Central Wisconsin Workforce Development Board 3118 Post Rd Ste A Stevens POint WI 54481 391453475 501(c)(3) 28860 Business Services Northwest Wisconsin Concentrated Employment Program Inc 422 3rd St W STE 200 ashland WI 54806 391202378 501(c)(3) 37243 Business Services Kenosha County 1010 56th st kenosha WI 53140 396005707 City of Kenosha 23941 Business Services wisconsin economic development corporation 201 W Washington Ave madison WI 53707 451832104 State of WI 8000 Business Services Wisconsin workforce development association 401 Technology Dr E Menomonie WI 54751 263715781 501(c)(3) 83328 Business Services Western Workforce Development Board 402 N 8th Street La Crosse WI 54601 392018064 501(c)(3) 18334 Business Services Dane County School Consortium 5301 Monona Dr Rm 205 Monona WI 53716 390988596 Dane County 240699 Case Management Services Watertown Unified School District 111 Dodge St Watertown WI 53094 264493719 City of Watertown 101276 Case Management Services The Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501(c)(3) 89000 Case Management Services Vera Court Neighborhood Center Inc 614 Vera Ct Madison WI 53704 391945609 501(c)(3) 76313 Case Management Services Construction Training Inc 1602 S Park St Rm 110 Madison WI 53715 352309160 501(c)(3) 35292 Business Services Madison Area Technical College 1701 Wright St Madison WI 53704 391086718 State of WI 118627 Business Services Operation Fresh Start Inc 1925 Winnebago St madison WI 53701 237108090 501(c)(3) 27422 Case Management Services 20 0 ASSISTANCE FOR TUITION, BOOKS, AND OTHER CAREER ASSISTANCE 2131 1244119 Part I, Line 2: Procedures to monitor the use of grants include on-site monitoring visits during the year, review of annual audit reports of the grantees, and constant communication with grantees. On-site visits include reviews of files and are compared with information entered in the shared database, procedural reviews and discussions with management. Program personnel review activity of the grant recipients on an on-going basis by reviewing activity in the shared database and review of various financial and program reports required of the grantees. Grants to individuals require authorization by case managers and supporting documentation prior to payment being made. There are a large amount of grants to individuals that are to pay for tuition and books, these are normally paid directly to the institution and the organization is listed on account. Form 990, Part VI, Section B, line 11 The return is provided to the Finance Director and CEO/Executive Director for review. In turn, the draft is then provided to members of the Executive Committee, which consists of voting members, for review before filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c All officers, directors, key employees, and employees of Workforce Development Board of South Central Wisconsin are covered under the organization's conflict of interest policy. Officers, Directors, key employees, and employees are to disclose interest that may lead to a conflict and are required to sign a conflict of interest statement annually. The interested party must fully disclose any potential conflicts and completely recuse him/herself from the discussion and any related vote. Form 990, Part VI, Section B, line 15 The Executive Committee annually conducts an evaluation of the CEO/Executive Director and approves compensation as part of the annual budget process which requires a vote of the Executive Committee. The Board has utilized salary survey information compiled by the State of Wisconsin specially for Workforce Development Board key employees. This study was last conducted in 2016. The CEO/Executive Director follows the same process for the other executive positions within the organization. A vote by the Executive Committee is required for all compensation included within the corporate budget. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.