2013-02-12T13:30:39-06:00 2012-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2011-07-01 391657328 WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT INC WAUK 2626957880 892 MAIN STREET NO A PEWAUKEE WI 530725809 RALPH SZEWCZYKOWSKI 2626957891 2013-02-05 1 JEAN CHRISTENSEN P00368719 6082741980 2011 2016-03-07 17:11:31Z FRANCISCO SANCHEZ 892 MAIN STREET NO A PEWAUKEE WI 530725809 4335938 0 X WWW.WOWWDB.ORG X 1990 WI PROVIDING COUNTIES SERVED WITH THE HIGHEST QUALITY & MOST EFFECTIVE WORKFORCE DEVELOPMENT SERVICES. 7 7 275 7 0 0 5291575 3960759 352877 372125 5710 3054 0 0 5650162 4335938 1332684 588822 0 0 2398607 2309942 0 0 107397 1816811 1410993 5548102 4309757 102060 26181 1322529 1440507 793101 884898 529428 555609 X THE CORPORATION IS DEDICATED TO PROVIDING THE HIGHEST QUALITY AND MOST EFFECTIVE WORKFORCE DEVELOPMENT SERVICES AS NEEDED BY THE RESIDENTS AND BUSINESSES IN WAUKESHA, OZAUKEE AND WASHINGTON COUNTIES.WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT, 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 WAUKESHA, OZAUKEE AND WASHINGTON COUNTIES IN WISCONSIN. 1 0 756216 145251 WORKFORCE INVESTMENT ACT (WIA) YOUTH PROGRAM - PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICES TO ABOUT 489 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 STARTED IN JUNE 2011 AND WOULD EVENTUALLY PROVIDE SUBSIDIZED EMPLOYMENT TO 250 YOUTH IN THE THREE-COUNTY SERVICE DELIVERY AREA. 645923 150775 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 922 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. SPECIAL RESPONSE ACTIVITIES OCCURRED IN THE MANUFACTURING, HEALTHCARE, PRINTING AND FINANCIAL INDUSTRIES. 481513 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 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. IN THE FIRST YEAR OF OPERATION, THE TIME GRANT HELPED TO PUT OVER 200 PEOPLE TO WORK WITH OVER 70 DIFFERENT COMPANIES. THE JOBS THAT INDIVIDUALS WERE PLACED INTO THROUGH THE GRANT ARE MAKING FAMILY SUPPORTING WAGES THAT CURRENTLY AVERAGE OUT TO $16.45/HR AND THE JOBS SPREAD AS FAR NORTH AS FOND DU LAC TO AS FAR SOUTH AS KENOSHA COUNTY. 402198 154692 WORKFORCE INVESTMENT ACT (WIA) ADULT PROGRAM - PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICE TO ABOUT 439 TARGETED APPLICANTS MEETING PROGRAM ELIGIBILITY REQUIREMENTS IN THE THREE-COUNTY SERVICE DELIVERY AREA COVERED BY THE ORGANIZATION. 294297 23664 TRANSITIONAL JOBS DEMONSTRATION PROJECT / TAPE PROGRAM - THE W-O-W WORKFORCE DEVELOPMENT, INC. TRANSITIONING ADULTS INTO PERMANENT EMPLOYMENT (TAPE) PROGRAM IS A PROGRAM FUNDED THROUGH THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES DIVISION OF FAMILY AND ECONOMIC SECURITY TRANSITIONAL JOBS DEMONSTRATION PROJECT. THE TAPE PROGRAM STARTED IN SEPTEMBER 2010 AND WILL RUN THROUGH JUNE 2013. THE TAPE GOALS ARE: TO PROVIDE TRANSITIONAL WORKERS WITH SUBSIDIZED TRANSITIONAL JOBS BASED ON LABOR MARKET DEMAND AND PROVIDE IMMEDIATE INCOME, TO IMPROVE JOB SKILLS AND ESTABLISH A POSITIVE WORK REFERENCE, AND TO TRANSITION INDIVIDUALS INTO STABLE UNSUBSIDIZED EMPLOYMENT.W-O-W WORKFORCE DEVELOPMENT, INC. ENROLLED 136 TAPE PARTICIPANTS DURING THE TIME FRAME OF JULY 1, 2010 TO JUNE 30, 2012. 134 PARTICIPANTS COMPLETED ORIENTATION AND 103 WERE PLACED IN SUBSIDIZED EMPLOYMENT AND 62 STARTED UNSUBSIDIZED EMPLOYMENT. 277508 48497 NATIONAL EMERGENCY GRANT (NEG) 240794 0 NATIONAL EMERGENCY GRANT (NEG) ON-THE-JOB TRAINING (OJT) 86521 39929 YOUTHBUILD/BUILDING FUTURES PROGRAM 585254 26014 372125 OTHER 1886572 292796 372125 3770224 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 1 0 0 0 1 33 0 1 275 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 RALPH SZEWCZYKOWSKI 2626957891 892 MAIN STREET SUITE A PEWAUKEE WI 53702 MARC JORGENSEN 1.00 X 0 0 0 DON ROUSE 1.00 X 0 0 0 DOROTHY THOMPSON 1.00 X 0 0 0 MARY WEHRHEIM 1.00 X 0 0 0 GUS WIRTH JR 1.00 X 0 0 0 JOHN HEYER 1.00 X X 0 0 0 ROBERT BLAIR 1.00 X X 0 0 0 FRANCISCO SANCHEZ 40.00 X 119679 0 20377 RALPH SZEWCZYKOWSKI 40.00 X 63931 0 23776 183610 0 44153 1 0 0 0 0 3960759 3960759 JOB CENTER OPERATIONS 561300 253731 253731 FEE BASED SERVICES 624200 94949 94949 WAJTE/WWDA ASSOCIATION 561000 23445 23445 372125 3054 3054 4335938 372125 0 3054 505214 505214 83608 83608 239265 239265 1647693 1521812 75283 50598 68510 53776 11698 3036 220678 179205 31452 10021 133796 113870 16031 3895 1800 1800 18170 18170 1055 272 783 31486 21466 10020 106534 94138 7088 5308 3751 3751 201334 176721 17049 7564 49032 44147 4148 737 5620 2496 2716 408 12038 10199 1403 436 11980 7616 4146 218 ON-THE-JOB TRAINING 679508 679508 PARTICIPANT EXPENSES 205128 205128 WETAP PROGRAM COSTS 64445 64445 JOB FAIRS/SPEC RECRUIT 14373 14373 4739 3124 1615 4309757 3770224 432136 107397 102205 43667 552638 555692 536556 738886 0 4029 13000 13000 51828 45761 244084 199943 56179 44141 -10701 -10726 20824 6057 1322529 1440507 793101 777710 0 107188 793101 884898 X 466321 497107 63107 58502 529428 555609 1322529 1440507 26181 0 X 0 1 1 X 1 1 X 3059293 4928939 6252949 5291575 3960759 23493515 3059293 4928939 6252949 5291575 3960759 23493515 23493515 27111 17233 11074 5710 3054 64182 23557697 1640166 0.99730 0.93330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244084 199943 44141 44141 4335938 4309757 26181 26181 4386622 50684 50684 4335938 0 4335938 4360441 50684 50684 4309757 0 4309757 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT, INC. 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. WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT, INC. 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 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 KAISER GROUP INC 237 SOUTH STREET WAUKESHA WI 53186 391354364 257486 CASE MANAGEMENT SERVICES LA CASA DE ESPERANZA INC 410 ARCADIAN AVENUE WAUKESHA WI 53186 391144446 501(C)(3) 39154 YOUTHBUILD/BUILDING FUTURES PROJECT MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INC 2338 N 27TH STREET MILWAUKEE WI 53210 391636835 501(C)(3) 75065 POWER CONTROLS INDUSTRY PARTNERSHIP TRAINING MORAINE PARK TECHNICAL COLLEGE 235 N NATIONAL AVENUE FOND DU LAC WI 54935 391088212 MORAINE PARK 26474 CNC TRAINING NORTHWEST SIDE COMMUNITY DEVELOPMENT CORP 4265 N 35TH STREET MILWAUKEE WI 53216 391478014 501(C)(3) 35839 POWER CONTROLS INDUSTRY PARTNERSHIP TRAINING WAUKESHA COUNTY TECHNICAL COLLEGE 800 MAIN STREET PEWAUKEE WI 53072 396005054 WAUKESHA COUNTY 71196 PARTICIPANT ASSESSMENT SERVICES, CNC TRAININGPOWER CONTROLS INDUSTRY PARTNERSHIP TRAINING 5 1 SUPPORTIVE SERVICES (TRANSPORTATION AND CHILD CARE ASSISTANCE) TO WIA PARTICIPANTS. 111 59742 STIPENDS FOR ATTENDING MANDATORY ORIENTATION SESSIONS AND JOB SUPPORT PAYMENTS FOR TAPE PARTICIPANTS. 62 6507 JOB SUPPORT PAYMENTS TO SAGE AND YOUTHBUILD PARTICIPANTS. 27 12930 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE TRAINING INDIVIDUALS FOR MANUFACTURING EMPLOYMENT (TIME) H-1B PROJECT, FUNDED BY THE DEPARTMENT OF LABOR (DOL) EMPLOYMENT AND TRAINING ADMINISTRATION (ETA) STARTED IN NOVEMBER 2011. THE PROGRAM WILL PROVIDE EMPLOYERS WITH THE SKILLED WORKFORCE TO COMPETE GLOBALLY AND JOB SEEKERS WITH THE SKILLS AND COMPETENCIES NEEDED TO ENTER HIGH-SKILLED HIGH-DEMAND OCCUPATIONS. DURING THE YEAR JULY 1, 2011 TO JUNE 30, 2012, OVER 200 PARTICIPANTS WERE ENROLLED IN THE PROGRAM. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 AND ALL SCHEDULES AND ATTACHMENTS ARE MAILED TO THE BOARD OF DIRECTORS A WEEK 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. 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 SECRETARY/TREASURER'S (CONTROLLER) 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 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. TRAINING PARTNERS INC 892 MAIN STREET SUITE A PEWAUKEE WI 53072 391768580 STAFFING SERVICE (INACTIVE) WI WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT INC C -25 2274 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0