2015-04-13T12:28:12-05:00 2014-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-07-01 391455735 WORKFORCE RESOURCE INC WORK 7152321412 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 CYNTHIA KNUTSON CHIEF FINANCIAL OFFICER 7152321412 2015-03-26 1 JEAN CHRISTENSEN P00368719 6082741980 2015-03-26 2013 2016-03-07 17:11:31Z RICHARD BEST 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 6591803 0 X WWW.WORKFORCERESOURCE.ORG X 1983 WI TO ALIGN THE NEEDS OF A DIVERSE WORKFORCE WITH THE NEEDS OF BUSINESS FOR A STRONG REGIONAL ECONOMY. 6 6 281 7 0 0 5847739 6296433 10260 143901 28 147 35666 17735 5893693 6458216 2105520 2796172 0 0 3272263 2652739 0 0 14470 477848 1068635 5855631 6517546 38062 -59330 2627726 2484487 885475 801566 1742251 1682921 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 2410136 1145758 58965 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 1,944 INDIVIDUAL CLIENTS DURING THE FISCAL YEAR. 1308123 621870 32004 DISLOCATED WORKERS SERVICES: A TOTAL OF 734 DISLOCATED WORKERS WERE SERVED UNDER SEVEN GRANTS DURING THIS PROGRAM YEAR - INCLUDING WIA DISLOCATED WORKER, FOUR NATIONAL EMERGENCY GRANTS, AND A SPECIAL RESPONSE GRANT. DURING THE PROGRAM YEAR 88.6% OF EXITED CLIENTS OBTAINED EMPLOYMENT AND 94.8% 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 WIA DISLOCATED WORKERS WAS $15,139. WORKFORCE RESOURCE, INC. EXCEEDED THE GOAL FOR AVERAGE EARNINGS PERFORMANCE MEASURES, AND MET THE ENTERED EMPLOYMENT AND JOB RETENTION GOALS. 1210108 575275 29606 ADULT SERVICES: DURING THE 2013-2014 PROGRAM YEAR, WORKFORCE RESOURCE, INC. SERVED 933 ADULTS IN SIX DIFFERENT GRANTS - WIA ADULT, BRIDGES 2 HEALTHCARE, DOC PIPELINE, REFUGEE SERVICES, TICKET TO WORK, AND FOOD SHARE EDUCATION AND TRAINING. 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. 305 OF THE 933 ADULTS SERVED PARTICIPATED IN THE WIA ADULT PROGRAM. DURING THE PROGRAM YEAR 88.1% OF THE INDIVIDUALS WHO EXITED THE PROGRAM OBTAINED EMPLOYMENT, 87.4% RETAINED THAT EMPLOYMENT SIX MONTHS FOLLOWING EXIT AND AVERAGED SIX-MONTH EARNINGS OF $11,104. WORKFORCE RESOURCE, INC. EXCEEDED THE GOALS FOR THE ENTERED EMPLOYMENT, JOB RETENTION AND AVERAGE EARNINGS PERFORMANCE MEASURES. 878216 417496 21486 YOUTH SERVICES: A TOTAL OF 325 YOUTH BETWEEN 14 AND 21 YEARS OF AGE WERE SERVED IN WIA. 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, 184 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 LITERACY/NUMERACY GAIN GOALS. 75249 35772 1840 OTHER PROGRAMS 953465 453268 23326 5881832 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 37 0 1 281 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X CYNTHIA KNUTSON WORKFORCE RESOURCE INC 7152321412 401 TECHNOLOGY DRIVE EAST NO 100 MENOMONIE WI 54751 PETE ADLER DIRECTOR 1.00 X 0 0 0 MALTEE MCMAHON DIRECTOR (THRU APRIL) 1.00 X 0 0 0 STEVE RASMUSSEN DIRECTOR 1.00 X 0 0 0 S MARK TYLER DIRECTOR 1.00 X 0 0 0 CLARENCE MALICK CHAIRPERSON 1.00 X X 0 0 0 CHRIS SMITH VICE CHAIRPERSON 1.00 X X 0 0 0 COLLEEN BATES SECRETARY/TREASURER 1.00 X X 0 0 0 RICHARD BEST CHIEF EXECUTIVE OFFICER 40.00 X 109504 0 9544 JAMES LINDBO CHIEF FINANCIAL OFFICER 40.00 X 57442 0 6005 166946 0 15549 1 0 0 0 CHIPPEWA VALLEY TECHNICAL COLLEGE 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 EDUCATION SERVICES 255023 DYNAMITE TECH INC 800 WISCONSIN STREET SUITE 405G EAU CLAIRE WI 54703 IT SERVICES 122217 2 6002790 293643 6296433 PROGRAM INCOME 561300 143901 143901 143901 147 147 147045 133587 13458 13458 13458 4277 4277 4277 6458216 143901 0 17882 2796172 2796172 151145 119015 27567 4563 1749752 1425508 319139 5105 187217 186671 546 381026 336128 43786 1112 183599 148779 34284 536 6124 5271 853 13241 13241 57709 23132 34577 22406 22406 225430 156166 66656 2608 6859 5428 1431 162052 149482 12570 78894 60498 18396 11857 1096 10761 80447 78693 1754 15356 15356 PROGRAM EXPENSE 344412 338939 5473 43848 28448 15400 6517546 5881832 621244 14470 29557 0 868502 553805 582122 882348 6069 14222 141970 115053 1843932 924873 999506 919059 2627726 2484487 426335 684197 405819 62436 53321 54933 885475 801566 X 1701504 1617837 40747 65084 1742251 1682921 2627726 2484487 -59330 0 X 0 1 X 1 1 1 X 5543235 5498352 5401831 5847739 6296433 28587590 5543235 5498352 5401831 5847739 6296433 28587590 28587590 4521 1953 151683 158351 147192 463700 29051290 1385538 0.98400 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 46396 46396 1383522 559418 824104 414014 365455 48559 919059 X 6591803 0 6591803 -133587 -133587 6458216 6651133 133587 133587 6517546 0 6517546 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. FEDERAL RETURNS FOR THE FISCAL YEARS ENDED JUNE 30, 2011 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE -133,587. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE 133,587. 1 TRAINING AND OTHER ASSISTANCE PROVIDED TO WIA/JOB OPPORTUNITY PARTICIPANTS 1992 2796172 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 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 CONDUCTED BY WISCONSIN WORKFORCE DEVELOPMENT ASSOCIATION. THIS STUDY WAS LAST CONDUCTED IN FISCAL YEAR 2011. 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.