2014-01-18T12:04:35-06:00 2013-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2012-07-01 391472579 WORKFORCE DEVELOPMENT BOARD OF SOUTH CENTRAL WISCONSIN INC WORK 6082499001 3513 ANDERSON STREET NO 104 MADISON WI 53704 PATRICIA A SCHRAMM 6082499001 2014-01-06 1 JEAN CHRISTENSEN P00368719 6082741980 2014-01-06 2012 2015-11-30 17:44:51Z PATRICIA A SCHRAMM 3513 ANDERSON STREET NO 104 MADISON WI 53704 5428287 0 X WWW.WDBSCW.ORG X 1983 WI FORGING STRATEGIC PARTNERSHIPS FOR ECONOMIC GROWTH. 40 40 123 40 0 0 4783316 5424907 3 3380 0 0 0 0 4783319 5428287 3319098 3230008 0 0 1231304 1095622 0 0 37472 234237 1101847 4784639 5427477 -1320 810 731812 787533 684790 739701 47022 47832 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 FISCAL 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 2075965 1814222 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. NEG (NATIONAL EMERGENCY GRANTS) PROVIDE RESOURCES TO STATES AND LOCAL WORKFORCE INVESTMENT BOARDS TO QUICKLY REEMPLOY LAID-OFF WORKERS BY OFFERING TRAINING TO INCREASE OCCUPATIONAL SKILLS. 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 2012 THIS PROGRAM SERVED 1,702 PARTICIPANTS. 1113324 515834 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. 1040599 570735 1900 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 281 PARTICIPANTS IN YOUTH ACTIVITIES DURING THE YEAR. 543909 326537 1480 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. IT ALSO INCLUDED DEDICATING FUNDS TOWARD PREPARING AGRICULTURAL WORKERS WITH BOTH THE BUSINESS AND TECHNICAL SKILLS NEEDED IN AGRICULTURAL CAREER PATHWAYS. OUR SECTOR ALLIANCE FOR THE GREEN ECONOMY (SAGE) TEAM WORKED TO IDENTIFY SKILL DEVELOPMENT OPPORTUNITIES WITHIN FOUNDATIONAL SKILLS, TECHNICAL SKILLS, AND WEATHERIZATION. THE ORGANIZATION SERVED APPROXIMATELY 287 PARTICIPANTS IN SPECIAL PROJECTS DURING THE YEAR. 260003 2680 0 THE TRANSITIONAL JOBS PROGRAM IS A TEMPORARY, PAID WORK EXPERIENCE PROGRAM DESIGNED TO HELP WORKERS DEVELOP SKILLS NEEDED TO SECURE FAMILY-SUSTAINING JOBS. THE PROGRAM SERVED 24 PARTICIPANTS DURING THE YEAR. 803912 329217 1480 5033800 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 0 123 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 A SCHRAMM 6082499001 3513 ANDERSON STREET NO 104 MADISON WI 53704 JON BALES 1.00 X 0 0 0 WILLIAM BRUEGGEMAN 1.00 X 0 0 0 LAURA CATALDO 1.00 X 0 0 0 PAM CHRISTENSON 1.00 X 0 0 0 EDWARD CLARKE 1.00 X 0 0 0 KAREN COLEY 1.00 X 0 0 0 KATHY COLLINS 1.00 X 0 0 0 GENE DALHOFF 1.00 X 0 0 0 KAREN DETTINGER 1.00 X 0 0 0 PAUL DIETMANN 1.00 X 0 0 0 NANCY ELSING 1.00 X 0 0 0 DUSTYLEE F GRAY 1.00 X 0 0 0 RANDY GUTTENBERG 1.00 X 0 0 0 RICHARD HANDS 1.00 X 0 0 0 FRED HEBERT 1.00 X 0 0 0 BARRY HOOPES 1.00 X 0 0 0 T LINDSAY JONES 1.00 X 0 0 0 ROBERT KELLERMAN 1.00 X 0 0 0 TRISH KIENITZ 1.00 X 0 0 0 JOHN LALOR 1.00 X 0 0 0 BARB LEDUC 1.00 X 0 0 0 STEVE LEWIS 1.00 X 0 0 0 JAY LOEWI 1.00 X 0 0 0 JIM MARTINEZ 1.00 X 0 0 0 ANN MCNEARY 1.00 X 0 0 0 AMY MENDEL-CLEMENS 1.00 X 0 0 0 LESLIE MIRKIN 1.00 X 0 0 0 BILL ORTH 1.00 X 0 0 0 MARY PASHOLK 1.00 X 0 0 0 DIANA SCHINALL 1.00 X 0 0 0 LYNN SEVERSON 1.00 X 0 0 0 ALFONSO STUDESVILLE 1.00 X 0 0 0 TERRANCE S WEBB 1.00 X 0 0 0 ERRIN WELTY 1.00 X 0 0 0 JOHN WHITVER 1.00 X 0 0 0 JANICE K BULTEMA 1.00 X X 0 0 0 KATHY CROMEY 1.00 X X 0 0 0 CLAY TSCHILLARD 1.00 X X 0 0 0 ALAN LANGETEIG 1.00 X X 0 0 0 HOWARD TEETER 1.00 X X 0 0 0 PATRICIA A SCHRAMM 40.00 X 94068 0 28292 LAMEECE P TYNE 40.00 X 69750 0 27164 163818 0 55456 0 0 0 0 IMPAQ INTERNATIONAL 10420 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 21044 CONSULTING SERVICES 301911 INTEGRITY STAFFING SOLUTIONS 750 SHIPYARD DRIVE SUITE 300 WILMINGTON DE 19801 IT SERVICES 111745 2 5420907 4000 5424907 YOUTH ACTIVITY REVENUE 624100 1900 1900 SPECIAL PROJECT REVENU 624100 1480 1480 3380 5428287 3380 0 0 2548527 2548527 681481 681481 224722 75120 137082 12520 624329 509331 98241 16757 44298 32528 10581 1189 154224 124486 25599 4139 48049 30799 14383 2867 16888 10567 6321 413656 413656 2639 2144 495 109737 92441 17296 21322 16070 5252 61368 41448 19920 13320 8830 4490 39090 28781 10309 5145 2748 2397 TRAINING & PROJECT COST 396845 396845 STRATEGIC PLANNING 9936 6313 3623 11901 11685 216 5427477 5033800 356205 37472 196409 50296 514547 689056 0 4921 20856 31388 20799 8927 0 11872 731812 787533 461695 708995 223095 30706 684790 739701 X 47022 47832 47022 47832 731812 787533 810 0 X 0 1 X 1 1 1 X 4268773 9915396 5124053 4783316 5424907 29516445 4268773 9915396 5124053 4783316 5424907 29516445 29516445 682 845 1527 29517972 9539 0.99990 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11061 0 11061 9738 8927 811 11872 X 5428287 0 5428287 0 5428287 5427477 0 5427477 0 5427477 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2010, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 WI STATE AFL-CIO LABOR EDUCATION AND TRAINING CENTER INC 1900 CENTER AVE JANESVILLE WI 53546 391852871 501(C)(3) 264031 CASE MANAGEMENT SERVICES EMPLOYMENT AND TRAINING ASSOCIATION INC 1819 ABERG AVE MADISON WI 53704 391309391 501(C)(3) 1025493 CASE MANAGEMENT SERVICES OPPORTUNITIES INC OF JEFFERSON COUNTY PO BOX 278 FORT ATKINSON WI 53538 391078133 501(C)(3) 347832 CASE MANAGEMENT SERVICES SOUTHWEST WISCONSIN WORKFORCE DEVELOPMENT BOARD INC PO BOX 656 PLATTEVILLE WI 53818 391451363 501(C)(3) 143781 CASE MANAGEMENT SERVICES RENEWAL UNLIMITED 2900 RED FOX RUN PORTAGE WI 53901 391270955 501(C)(3) 71594 CASE MANAGEMENT SERVICES MADISON METROPOLITAN SCHOOL DISTRICT 545 W DAYTON ST MADISON WI 53703 396003202 CITY OF MADISON 97467 CASE MANAGEMENT SERVICES CONSTRUCTION TRAINING INC 810 W BADGER RD MADISON WI 53713 352309160 501(C)(3) 67852 CASE MANAGEMENT SERVICES SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC 149 N IOWA ST DODGEVILLE WI 53533 391053511 501(C)(3) 23820 CASE MANAGEMENT SERVICES MADISON-AREA URBAN MINISTRY 2300 PARK ST SUITE 2022 MADISON WI 53713 237298482 501(C)(3) 60823 CASE MANAGEMENT SERVICES MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INC 2338 N 27TH STREET MILWAUKEE WI 53210 391636835 501(C)(3) 45694 BUSINESS SERVICES WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT INC 892 MAIN STREET SUITE A PEWAUKEE WI 53072 391657328 501(C)(3) 31248 BUSINESS SERVICES FOX VALLEY WORKFORCE DEVELOPMENT BOARD INC 1401 MCMAHON DRIVE NEENAH WI 54956 391571085 501(C)(3) 19617 BUSINESS SERVICES BAY AREA WORKFORCE DEVELOPMENT BOARD INC 317 W WALNUT STREET GREEN BAY WI 54303 391490219 501(C)(3) 34325 BUSINESS SERVICES NORTH CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD 3118 POST ROAD SUITE A STEVENS POINT WI 54481 391453475 501(C)(3) 50210 BUSINESS SERVICES NORTHWEST WISCONSIN CONCENTRATED EMPLOYMENT PROGRAM INC 422 3RD STREET WEST SUITE 200 ASHLAND WI 54806 391202378 501(C)(3) 41170 BUSINESS SERVICES WORKFORCE RESOURCES INC 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 391455735 501(C)(3) 60695 BUSINESS SERVICES WORKFORCE CONNECTIONS INC 402 N 8TH STREET LACROSSE WI 54606 391458247 501(C)(3) 22110 BUSINESS SERVICES KENOSHA COUNTY 1010 56TH STREET KENOSHA WI 53140 396005707 CITY OF KENOSHA 63201 BUSINESS SERVICES WISCONSIN ECONOMIC DEVELOPMENT CORPORATION 201 W WASHINGTON AVE 6TH FLOOR MADISON WI 53701 451832104 37886 BUSINESS SERVICES WISCONSIN WORKFORCE DEVELOPMENT ASSOCIATION 3513 ANDERSON ST SUITE 104 MADISON WI 53704 263715781 501(C)(3) 37354 BUSINESS SERVICES 19 1 ASSISTANCE FOR TUITION, BOOKS, AND OTHER CAREER ASSISTANCE 2418 681481 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 FINANCIAL MANAGER AND 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 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 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.