2015-02-12T12:15:06-06:00 2014-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-07-01 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 2015-02-04 1 JEAN CHRISTENSEN P00368719 6082741980 2015-02-04 2013 2016-03-07 17:11:31Z PATRICIA SCHRAMM 3513 ANDERSON STREET NO 104 MADISON WI 53704 6271592 0 X WWW.WDBSCW.ORG X 1983 WI FORGING STRATEGIC PARTNERSHIPS FOR ECONOMIC GROWTH. 40 40 83 40 0 0 5424907 6264715 3380 6877 0 0 0 0 5428287 6271592 3230008 3869993 0 0 1095622 924659 0 0 34934 1101847 1469117 5427477 6263769 810 7823 787533 912442 739701 856787 47832 55655 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 1 1945956 1237324 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. 1852487 1355820 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 2014 THIS PROGRAM SERVED 1,495 PARTICIPANTS. 1373677 567565 6877 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 339 PARTICIPANTS IN YOUTH ACTIVITIES DURING THE YEAR. 713134 709285 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 PATICIPANTS SEARCH FOR AND SECURE EMPLOYMENT TO ENSURE SUCCESSFUL REINTEGRATION INTO THE COMMUNITY AFTER RELEASE FROM OAKHILL CORRECTIONAL FACILITY. OTHER SPECIAL PROJECTS INCLUDE DISABILITY EMPLOYMENT INITATIVE AND LOCAL YOUTH APPRENTICESHIP. THE ORGANIZATION SERVED 439 PARTICIPANTS THROUGH SPECIAL PROJECTS DURING THE YEAR. 713134 709285 0 5885254 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 83 1 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X PATRICIA SCHRAMM 6082499001 3513 ANDERSON STREET NO 104 MADISON WI 53704 JAMES ALLEN MEMBER 1.00 X 0 0 0 WILLIAM BRUEGGEMAN MEMBER 1.00 X 0 0 0 LAURA CATALDO MEMBER 1.00 X 0 0 0 PAM CHRISTENSON 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 1.00 X 0 0 0 KAREN DETTINGER MEMBER 1.00 X 0 0 0 PAUL DIETMANN 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 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 BARB LEDUC MEMBER 1.00 X 0 0 0 STEVE LEWIS MEMBER 1.00 X 0 0 0 JAY LOEWI MEMBER 1.00 X 0 0 0 JIM MARTINEZ MEMBER 1.00 X 0 0 0 ANN MCNEARY MEMBER 1.00 X 0 0 0 LESLIE MIRKIN MEMBER 1.00 X 0 0 0 BILL ORTH MEMBER 1.00 X 0 0 0 MARY PASHOLK MEMBER 1.00 X 0 0 0 DAVID PHILLIPS MEMBER 1.00 X 0 0 0 BRIAN PULFORD MEMBER 1.00 X 0 0 0 DAVID ROBINSON MEMBER 1.00 X 0 0 0 DIANA SHINALL MEMBER 1.00 X 0 0 0 LYNN SEVERSON MEMBER 1.00 X 0 0 0 SUSAN SUTTER MEMBER 1.00 X 0 0 0 TERRANCE S WEBB MEMBER 1.00 X 0 0 0 ERRIN WELTY MEMBER 1.00 X 0 0 0 JOHN WHITVER MEMBER 1.00 X 0 0 0 JANICE K BULTEMA CHAIR 1.00 X X 0 0 0 KATHY CROMEY SECRETARY 1.00 X X 0 0 0 CLAY TSCHILLARD TREASURER 1.00 X X 0 0 0 ALAN LANGETEIG 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 96317 0 29351 LAMEECE TYNE FINANCE DIRECTOR 40.00 X 71864 0 24759 168181 0 54110 0 0 0 0 INTEGRITY STAFFING SOLUTIONS 750 SHIPYARD DRIVE SUITE 300 WILMINGTON DE 19801 IT SERVICES 308471 IMPAQ INTERNATIONAL 10420 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 21044 CONSULTING SERVICES 246954 2 6264715 6264715 YOUTH ACTIVITY REVENUE 624100 6877 6877 6877 6271592 6877 0 0 3321058 3321058 548935 548935 231621 77759 140902 12960 468113 364054 90041 14018 44131 32576 10233 1322 132294 107702 20630 3962 48500 31763 14065 2672 16530 10755 5775 559243 559243 1136 742 394 70184 52756 17428 22011 18924 3087 91539 70473 21066 13060 8986 4074 31694 27209 4485 5920 3721 2199 TRAINING & PROJECT COST 611536 611536 STRATEGIC PLANNING 15208 10241 4967 31056 26821 4235 6263769 5885254 343581 34934 50296 36017 689056 844305 4921 1259 31388 22012 20799 11950 11872 8849 787533 912442 708995 848718 30706 8069 739701 856787 X 47832 55655 47832 55655 787533 912442 7823 0 X 0 1 X 1 1 1 X 9915396 5124053 4783316 5424907 6264715 31512387 9915396 5124053 4783316 5424907 6264715 31512387 31512387 845 845 31513232 16176 1.00000 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11061 3023 8038 9738 8927 811 8849 X 6271592 0 6271592 0 6271592 6263769 0 6263769 0 6263769 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 RETURNS FOR THE FISCAL YEARS ENDED 2011 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 WISCONSIN STATE AFL-CIO LABOR EDUCATION AND TRAINING CENTER INC 2811 8TH ST S WISCONSIN RAPIDS WI 54494 391852871 501(C)(3) 220734 CASE MANAGEMENT SERVICES EMPLOYMENT AND TRAINING ASSOCIATION INC 1819 ABERG AVE MADISON WI 53704 391309391 501(C)(3) 1021330 CASE MANAGEMENT SERVICES OPPORTUNITIES INC OF JEFFERSON COUNTY PO BOX 278 FORT ATKINSON WI 53538 391078133 501(C)(3) 351626 CASE MANAGEMENT SERVICES SOUTHWEST WISCONSIN WORKFORCE DEVELOPMENT BOARD INC PO BOX 656 PLATTEVILLE WI 53818 391451363 501(C)(3) 80000 BUSINESS SERVICES RENEWAL UNLIMITED INC 2900 RED FOX RUN PORTAGE WI 53901 391270955 501(C)(3) 89494 CASE MANAGEMENT SERVICES MADISON METROPOLITAN SCHOOL DISTRICT 545 W DAYTON ST MADISON WI 53703 396003202 CITY OF MADISON 25317 CASE MANAGEMENT SERVICES MADISON-AREA URBAN MINISTRY INC 2300 S PARK ST STE 2022 MADISON WI 53713 237298482 501(C)(3) 60823 CASE MANAGEMENT SERVICES MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INC 2338 N 27TH ST MILWAUKEE WI 53210 391636835 501(C)(3) 75440 BUSINESS SERVICES WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT INC 892 MAIN STREET STE A PEWAUKEE WI 53072 391657328 501(C)(3) 85414 BUSINESS SERVICES FOX VALLEY WORKFORCE DEVELOPMENT BOARD INC 1401 MCMAHON DRIVE NEENAH WI 54956 391571085 501(C)(3) 59186 BUSINESS SERVICES BAY AREA WORKFORCE DEVELOPMENT BOARD INC 317 W WALNUT ST GREEN BAY WI 54303 391490219 501(C)(3) 64875 BUSINESS SERVICES NORTH CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD 3118 POST ROAD STE A STEVENS POINT WI 54481 391453475 501(C)(3) 72303 BUSINESS SERVICES NORTHWEST WISCONSIN CONCENTRATED EMPLOYMENT PROGRAM INC 422 3RD ST W STE 200 ASHLAND WI 54806 391202378 501(C)(3) 74469 BUSINESS SERVICES KENOSHA COUNTY 1010 56TH ST KENOSHA WI 53140 396005707 CITY OF KENOSHA 79389 BUSINESS SERVICES WISCONSIN ECONOMIC DEVELOPMENT CORPORATION 201 W WASHINGTON AVE MADISON WI 53707 451832104 STATE OF WI 325661 BUSINESS SERVICES WISCONSIN WORKFORCE DEVELOPMENT ASSOCIATION 3513 ANDERSON ST STE 104 MADISON WI 53704 263715781 501(C)(3) 53617 BUSINESS SERVICES WORKFORCE CONNECTIONS INC 2615 E AVE S LA CROSSE WI 54601 391458247 501(C)(3) 91911 BUSINESS SERVICES WORKFORCE RESOURCE INC 401 TECHNOLOGY DR E STE 100 MENOMONIE WI 54751 391455735 501(C)(3) 72525 BUSINESS SERVICES DANE COUNTY SCHOOL CONSORTIUM 5301 MONONA DR RM 205 MONONA WI 53716 390988596 DANE COUNTY 216153 CASE MANAGEMENT SERVICES WATERTOWN UNIFIED SCHOOL DISTRICT 111 DODGE ST WATERTOWN WI 53094 264493719 CITY OF WATERTOWN 113490 CASE MANAGEMENT SERVICES COOPERATIVE EDUCATIONAL SERVICE AGENCY 5 626 E SLIFER ST PORTAGE WI 53901 396002757 501(C)(3) 87300 CASE MANAGEMENT SERVICES 21 0 ASSISTANCE FOR TUITION, BOOKS, AND OTHER CAREER ASSISTANCE 2273 548935 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 III, LINE 3 THE ORGANIZATION CEASED CONDUCTING THE TRANSITIONAL JOBS PROGRAM, A TEMPORARY, PAID WORK EXPERIENCE PROGRAM DESIGNED TO HELP WORKERS DEVELOP SKILLS NEEDED TO SECURE FAMILY-SUSTAINING JOBS. 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. 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.