2015-02-16T12:55:58-06:00 2014-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-07-01 391657328 WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT INC WAUK 2626957880 892 MAIN STREET NO A PEWAUKEE WI 53072 FRANCISCO SANCHEZ PRESIDENT 2626957888 2015-02-13 1 JEAN CHRISTENSEN P00368719 6082741980 2015-02-13 2013 2016-03-07 17:11:31Z FRANCISCO SANCHEZ 892 MAIN STREET NO A PEWAUKEE WI 53072 4785092 0 X WWW.WOWWDB.ORG X 1990 WI PROVIDING COUNTIES SERVED WITH THE HIGHEST QUALITY & MOST EFFECTIVE WORKFORCE DEVELOPMENT SERVICES. 7 7 264 7 0 0 4276153 4438060 350948 345164 2435 1868 0 0 4629536 4785092 520608 632650 0 0 2320539 2387254 0 0 91959 1790987 1749098 4632134 4769002 -2598 16090 987626 1085996 434615 516895 553011 569101 X WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC. IS DEDICATED TO PROVIDING THE HIGHEST QUALITY, MOST EFFECTIVE WORKFORCE DEVELOPMENT SERVICES POSSIBLE TO THE RESIDENTS AND BUSINESSES OF WAUKESHA, OZAUKEE, AND WASHINGTON COUNTIES, WISCONSIN.WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC. (WOW) 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 WAUKESHA, OZAUKEE AND WASHINGTON COUNTIES IN WISCONSIN. 0 0 854575 297 0 TRAINING INDIVIDUALS FOR MANUFACTURING EMPLOYMENT (TIME) H-1B GRANT:WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC.'S TRAINING INDIVIDUALS FOR MANUFACTURING EMPLOYMENT (TIME) PROJECT HAS RECEIVED OVER $4.9M FROM THE DEPARTMENT OF LABOR EMPLOYMENT AND TRAINING ADMINISTRATION'S H-1B TECHNICAL SKILLS TRAINING PROGRAM. TIME IS A FOUR YEAR ON-THE-JOB TRAINING (OJT) PROGRAM DESIGNED TO PROVIDE EMPLOYERS WITH THE SKILLED WORKFORCE NECESSARY TO COMPETE GLOBALLY, AND JOB SEEKERS WITH THE SKILLS AND COMPETENCIES NEEDED TO ENTER HIGH-SKILLED HIGH-DEMAND OCCUPATIONS. THE PROGRAM WILL TARGET UNEMPLOYED AND UNDEREMPLOYED JOB SEEKERS TO FILL 560 OJT OCCUPATIONS AND FILL EMPLOYER JOB OPENINGS THROUGH A 4 YEAR PERIOD. 784363 163384 0 WORKFORCE INVESTMENT ACT (WIA) DISLOCATED WORKER PROGRAM:PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICES TO ABOUT 695 TARGETED APPLICANTS MEETING PROGRAM ELIGIBILITY REQUIREMENTS IN THE THREE-COUNTY SERVICE DELIVERY AREA COVERED BY THE ORGANIZATION.SPECIAL RESPONSE GRANT ACTIVITIES ALSO INCLUDE PRESENTATIONS TO GROUPS OF WORKERS FACING LAYOFF WHEN GRANT SPECIFIC BUSINESSES CLOSE OR HAVE A LARGE DOWNSIZING OF THEIR WORKFORCES. 644697 9521 0 WORKFORCE INVESTMENT ACT (WIA) YOUTH PROGRAM:PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICES TO ABOUT 626 TARGETED APPLICANTS MEETING PROGRAM ELIGIBILITY REQUIREMENTS IN THE THREE-COUNTY SERVICE DELIVERY AREA COVERED BY THE ORGANIZATION.ALSO OPERATE THE SUMMER YOUTH WORK EXPERIENCE PROGRAM WHICH PROVIDED SUBSIDIZED EMPLOYMENT TO 177 YOUTH IN THE THREE-COUNTY SERVICE DELIVERY AREA. 1955458 459448 345164 OTHER PROGRAMS:WORKFORCE INVESTMENT ACT (WIA) ADULT PROGRAM PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICE TO TARGETED APPLICANTS MEETING PROGRAM ELIGIBILITY REQUIREMENTS IN THE THREE-COUNTY SERVICE DELIVERY AREA COVERED BY THE ORGANIZATION, NATIONAL EMERGENCY GRANT FOR ON THE JOB TRAINING, YOUTH BUILD / BUILDING FUTURES TO PROVIDE TRAINING AND EDUCATION FOR YOUTH, HEALTH PROFESSION OPPORTUNITY GRANT TO PROVIDE EDUCATION FOR THE HEALTH INDUSTRY JOBS, AND OTHER MISCELLANEOUS PROGRAMS. 1955458 459448 345164 4239093 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 264 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 CHRISTINE BETTDRIDGE 2626957891 892 MAIN STREET NO A PEWAUKEE WI 53072 DON ROUSE BOARD MEMBER 1.00 X 0 0 0 DOROTHY THOMPSON BOARD MEMBER 1.00 X 0 0 0 MARY WEHRHEIM BOARD MEMBER 1.00 X 0 0 0 GUS WIRTH JR BOARD MEMBER 1.00 X 0 0 0 CHRIS WOOD BOARD MEMBER 1.00 X 0 0 0 JOHN HEYER CHAIRPERSON 1.00 X X 0 0 0 ROBERT BLAIR VICE-CHAIRPERSON 1.00 X X 0 0 0 FRANCISCO SANCHEZ PRESIDENT/SECRETARY/TREASURER 40.00 X 128856 0 22816 RALPH SZEWCZYKOWSKI CONTROLLER/SECRETARY/TREASURER 40.00 X 68165 0 27352 197021 0 50168 1 0 1 0 0 4438060 4438060 JOB CENTER OPERATIONS 561300 254818 254818 FEE BASED SERVICES 561300 75925 75925 WORK EXP/JOB PREP 561300 14421 14421 345164 1868 1868 4785092 345164 0 1868 581795 581795 50855 50855 251851 251851 1677160 1540915 88427 47818 68361 64536 3825 251551 230885 14326 6340 138331 118714 15959 3658 3329 817 2512 18290 2540 15750 2904 2904 16892 13682 710 2500 159493 146900 9413 3180 2104 2104 221773 199468 18285 4020 42227 37415 4006 806 12097 9112 2486 499 12038 10199 1839 14721 13691 883 147 ON-THE-JOB TRAINING 711098 711098 PARTICIPANT EXPENSES 474149 474149 JOB FAIRS / SPECIALIZED 19333 167 19166 DISABILITY EMPLOYMENT I 16256 16256 22394 11058 11336 4769002 4239093 437950 91959 49698 18301 577402 562242 265129 406267 18813 3634 42922 71869 77192 57128 32102 20064 1560 3619 987626 1085996 420996 516895 13619 0 434615 516895 X 514838 535873 38173 33228 553011 569101 987626 1085996 16090 0 X 0 1 X 1 1 1 X 6252949 5291575 3960759 4276153 4438060 24219496 6252949 5291575 3960759 4276153 4438060 24219496 24219496 11074 5710 3054 2435 1868 24141 24243637 1626691 0.99900 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77192 57128 20064 20064 X 4785092 0 4785092 0 4785092 4769002 0 4769002 0 4769002 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. FEDERAL TAX RETURNS FOR THE FISCAL YEARS ENDED 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 KAISER GROUP INC 237 SOUTH STREET WAUKESHA WI 53186 391354364 297787 CASE MANAGEMENT SERVICES WAUKESHA COUNTY TECHNICAL COLLEGE 800 MAIN STREET PEWAUKEE WI 53072 396005054 WAUKESHA COUNTY 264081 PARTICIPANT ASSESSMENT SERVICE & CNC TRAINING INDEPENDENCE FIRST INC 540 SOUTH FIRST STREET MILWAUKEE WI 53204 391343425 501(C)(3) 8067 STAFF TRAINING AND HELP DESK GREENPATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 386142925 501(C)(3) 10860 FINANCIAL LITERACY TRAINING 3 1 SUPPORTIVE SERVICES (TRANSPORTATION AND CHILD CARE ASSISTANCE) TO WIA PARTICIPANTS. 52 23556 STIPENDS FOR ATTENDING MANDATORY ORIENTATION SESSIONS, ATTENDANCE AT TRAINING, AND JOB SUPPORT PAYMENTS FOR YOUTHBUILD PARTICIPANTS. 22 13902 SUPPORTIVE SERVICE PAYMENTS TO WINDOWS TO WORK, HPOG AND YOUTHBUILD PARTICIPANTS. 35 13397 PART I, LINE 2: ALL SUBCONTRACTORS ARE REQUIRED TO SUBMIT MONTHLY FINANCIAL REPORTS (MFRS) TO REPORT EXPENDITURE ACTIVITY ON THEIR GRANT AND TO REQUEST REIMBURSEMENT OF COSTS INCURRED. EACH MFR IS REVIEWED BY TWO OR THREE STAFF (DEPENDING ON THE GRANT) FOR COMPLIANCE WITH ALL PROVISIONS OF THE CONTRACT BEFORE BEING APPROVED FOR PAYMENT. ALL SUBCONTRACTORS ARE REQUIRED TO PROVIDE A COPY OF THEIR AUDIT REPORT ANNUALLY. FISCAL MONITORING OF SUBCONTRACTORS IS DONE ANNUALLY. PROGRAMMATIC MONITORING IS ALSO DONE ANNUALLY FOR ALL SUBCONTRACTORS. X X 0 0 0 0 0 0 0 0 0 FRANCISCO SANCHEZ PRESIDENT/SECRETARY/TREASURER 123856 0 5000 0 0 0 10554 0 12262 0 151672 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 AND ALL SCHEDULES AND ATTACHMENTS ARE MAILED TO THE BOARD OF DIRECTORS PRIOR TO THE SPECIAL MEETING CONDUCTED FOR THE REVIEW AND APPROVAL OF FORM 990. AT THE MEETING (WHICH IS CONDUCTED VIA TELECONFERENCE), THE FORM IS DISCUSSED, ALL QUESTIONS BY THE BOARD ARE ADDRESSED AND APPROVAL IS GIVEN TO THE CONTROLLER TO FILE THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DEFINED IN THE ORGANIZATION'S EMPLOYEE HANDBOOK WHICH IS GIVEN TO EVERY NEW EMPLOYEE. DURING NEW EMPLOYEE ORIENTATION ALL POLICIES INCLUDED IN THE HANDBOOK ARE COVERED. ALL EMPLOYEES ARE RESPONSIBLE FOR KNOWING AND COMPLYING WITH ALL COMPANY POLICIES, AND SUPERVISORY STAFF ARE RESPONSIBLE FOR MONITORING COMPLIANCE OF THEIR STAFF WITH COMPANY POLICIES. IN ADDITION, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS AND EMPLOYEES AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED TO BE COMPLETED. SHOULD A CONFLICT OF INTEREST ARISE IT MUST BE DISCLOSED TO THE PRESIDENT OR THE EXECUTIVE ASSISTANT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT ANNUALLY SUBMITS A DETAILED SUMMARY OF HIS AND THE CORPORATION'S OVERALL ACCOMPLISHMENTS DURING THE YEAR TO THE BOARD'S PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE IS COMPRISED OF THREE BOARD MEMBERS. ALL OF THE CURRENT COMMITTEE MEMBERS ARE BUSINESS OWNERS IN THE CORPORATION'S SERVICE DELIVERY AREA. THE COMMITTEE MEMBERS ONLY MEET IN A CLOSED SESSION TO REVIEW AND DISCUSS THE SUMMARY OF ACCOMPLISHMENTS. AN EVALUATION SCORECARD WHICH INCLUDES NUMERICAL SCORING IN SIX KEY EVALUATION CRITERIA AREAS AND RELATED WRITTEN COMMENTS IS PREPARED. WHEN THEIR DELIBERATIONS ARE CONCLUDED, THE PRESIDENT IS CALLED IN TO THE MEETING TO DISCUSS THE COMMITTEE'S DECISIONS AND HAVE HIS COMPENSATION SET FOR THE NEXT FISCAL YEAR. THIS COMMITTEE MEETS IN JUNE OF THE CURRENT FISCAL YEAR EVERY YEAR FOR THIS PURPOSE. THE CONTROLLER'S COMPENSATION IS SET BY THE PRESIDENT ANNUALLY AFTER AN EVALUATION FORM HAS BEEN PREPARED BY THE CONTROLLER. THE PRESIDENT MEETS WITH THE CONTROLLER TO DISCUSS THE FORM, COMPLETE THE EVALUATION RATING SECTION, SIGN IT AND FILE IT IN THE CONTROLLER'S PERSONNEL FILE. 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.