2013-01-24T15:32:37-06:00 2012-06-30 260005391 VANCE FLOUHOUSE & GARGES PLLC 7725 BALLANTYNE COMMONS PARKWAY STE CHARLOTTE NC 28277 990 2011-07-01 562098251 CHARLOTTE-MECKLENBURG WORKFORCE DEVELOPMENT BOARD INC CHAR 7043363952 1401 W MOREHEAD STREET CHARLOTTE NC 28208 STEVE PARTRIDGE 7043363952 2013-01-07 1 FREDERICK C GARGES P00184001 7043697200 2013-01-07 2011 2016-02-25 16:41:14Z X CHARLOTTE WORKS STEVE PARTRIDGE 1401 W MOREHEAD STREET CHARLOTTE NC 28208 7167412 0 X WWW.CHARLOTTEWORKS.COM X 1998 NC THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE POLICY, PLANNING AND OVERSIGHT OF LOCAL WORKFORCE DEVELOPMENT PROGRAMS AND TO ENSURE THAT THESE PROGRAMS MEET THE NEEDS OF JOB SEEKERS AND EMPLOYERS. 22 22 13 0 0 0 6433422 7167412 0 0 0 0 0 0 6433422 7167412 0 0 0 0 446774 3048856 0 0 0 6700848 4030838 7147622 7079694 -714200 87718 1596524 1698923 1255562 672287 340962 1026636 X THE CHARLOTTE - MECKLENBURG WORKFORCE DEVELOPMENT BOARD WAS ESTABLISHED TO FULFILL A REQUIREMENT OF THE FEDERAL JOB TRAINING PARTNERSHIP ACT AND THE WORKFORCE INVESTMENT ACT. CURRENTLY, THE TOP PRIORITY OF THE BOARD IS TO REENGINEER THE CURRENT ARRAY OF PROGRAMS INTO A ONE-STOP DELIVERY SYSTEM THAT IS MORE EFFICIENT, EFFECTIVE, RESULTS DRIVEN, AND CUSTOMER FRIENDLY. IN ADDITION, THE CMWDB IS RESPONSIBLE FOR ADDRESSING WORKFORCE ISSUES INCLUDING TRANSPORTATION, CHILD CARE, SUBSTANCE ABUSE, THE LACK OF A SKILLED WORKFORCE, PREPARING WELFARE RECIPIENTS FOR EMPLOYMENT, AND ENSURING THAT TRAINING PROVIDERS EQUIP TRAINEES WITH THE SKILLS NEEDED BY EMPLOYERS. THE ABOVE GOALS ARE ACCOMPLISHED BY THE COMBINED EFFORTS OF THE BOARD MEMBERS (LOCAL BUSINESS PEOPLE AND TRAINING PROFESSIONALS) AS WELL AS OVERSIGHT BY THE BOARD EMPLOYEES OVER GRANT EXPENDITURES MADE BY THE CITY OF CHARLOTTE. 0 0 1750447 1988286 WORKFORCE INVESTMENT ACT GRANT CFDA 17.229 - YOUTH 1729728 1910811 WORKFORCE INVESTMENT ACT GRANT CFDA 17.260 - DISLOCATED WORKERS 1575864 1762518 WORKFORCE INVESTMENT ACT GRANT CFDA 17.258 - ADULT 1270584 1505797 STATE SPONSORED PROGRAMS 1270584 1505797 6326623 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVE PARTRIDGE 7042061350 1401 W MOREHEAD STREET CHARLOTTE NC 28208 PATRICK C GRAHAM 0.00 X 0 0 0 CINDY L ANGELELLI 0.00 X 0 0 0 JIMMY CHANCEY 0.00 X 0 0 0 MICHAEL ELDER 0.00 X 0 0 0 GEORGIA GULLEDGE 0.00 X 0 0 0 DOUGLAS ROWE 0.00 X X 0 0 0 ROBERT FISH 0.00 X 0 0 0 JEROME FESTA 0.00 X X 0 0 0 DAVID BELLAMY 0.00 X 0 0 0 ROBIN STRAYHORN 0.00 X 0 0 0 RANDALL DARNELL 0.00 X 0 0 0 ANTONIO ARCHBOLD 0.00 X 0 0 0 DONALD LLOYD 0.00 X 0 0 0 LARRY WILSON 0.00 X 0 0 0 LATONDRA BENNETT 0.00 X 0 0 0 PHIL PAUSTIAN 0.00 X 0 0 0 DAN ROSELLI 0.00 X 0 0 0 LACY KISER 0.00 X 0 0 0 KATI HYNES 0.00 X 0 0 0 KATHI POLIS MCLENDON 0.00 X 0 0 0 KAREN BRACKETT-BROWNING 0.00 X 0 0 0 BRAD RICHARDSON 0.00 X 0 0 0 STEVE PARTRIDGE 40.00 X 79088 0 0 79088 0 0 0 0 0 0 NC DEPT OF COMMERCE DIVISION OF EMPLOYM P O BOX 25903 RALEIGH NC 27611 PROVIDED SCREENING AND SERVICES FOR WIA 1488885 GOODWILL INDUSTRIES OF SOUTHERN PIEDMONT P O BOX 668768 CHARLOTTE NC 28266 PROVIDED SCREENING AND SERVICES FOR WIA 1005592 ARBOR EDUCATION & TRAINING LLC 5624 EXECUTIVE CENTER DR SUITE 100 CHARLOTTE NC 28212 PROVIDED SCREENING AND SERVICES FOR WIA 800079 Q FOUNDATION P O BOX 620364 CHARLOTTE NC 28262 PROVIDED WIA SERVICES FOR THE YOUTH PROG 756869 NORTH TRYON JOB LINK CAREER CENTER 4045 N TRYON STREET SUITE C CHARLOTTE NC 28206 PROVIDED SCREENING AND SERVICES FOR QIA 690451 7 7017073 150339 149809 7167412 7167412 0 0 0 79088 79088 2772629 2562480 210149 129600 78873 50727 67539 51389 16150 304644 275395 29249 85796 39789 46007 593404 566174 27230 378465 300057 78408 67797 54742 13055 36814 35707 1107 3120 3120 TRAINING AND EDUCATION 2150095 2147747 2348 REPAIRS AND MAINTENANCE 229461 189757 39704 CONTRACTUAL SERVICES 76676 76676 COMMUNICATIONS 34584 16613 17971 69982 7900 62082 7079694 6326623 753071 0 598994 450943 962837 1065244 2337 17343 147945 7657 34693 140288 0 22768 1596524 1698923 1255562 672287 1255562 672287 X 340962 1026636 340962 1026636 1596524 1698923 X 87718 597956 X X 0 1 1 X 1 1 X 4357596 4995463 9314787 6433422 7017603 32118871 25396 65197 112000 202593 4357596 4995463 9340183 6498619 7129603 32321464 32321464 32321464 1.00000 1.00000 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: COMPUTER SOFTWARE DATE: 01/24/12 AMOUNT: 149809. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126095 1954 124141 21850 5703 16147 140288 7167412 7079694 87718 87718 7318857 151445 151445 7167412 0 7167412 7231139 151445 151445 7079694 0 7079694 THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AUTHORITIES. AS OF JUNE 30, 2012, THE ORGANIZATION HAS A NUMBER OF OPEN TAX YEARS THAT RANGE FROM 2009 TO 2011. X SOFTWARE 1 149809 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBERS ARE APPOINTED BY THE MAYOR OF THE CITY OF CHARLOTTE. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS GIVEN TO THE PRESIDENT/CEO AND/OR CFO FOR REVIEW. ANY NECESSARY CHANGES ARE MADE AND THE RETURN IS FORWARDED TO THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE APPROVES THE FORM 990, IT IS FORWARDED TO THE BOARD OF DIRECTORS FOR COMMENT. IF NO FURTHER CHANGES ARE RECOMMENDED, THE RETURN IS SIGNED BY THE PRESIDENT/CEO AND TIMELY FILED. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR, THE BOARD IS REQUIRED TO RE-READ AND RE-AFFIRM BY SIGNATURE THE CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST ARE REGULARLY DISCUSSED AND RESOLVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE YEARS, AN OUTSIDE CONSULTANT IS HIRED TO BENCHMARK THE PRESIDENT/CEO'S SALARY. THIS BENCHMARK IS USED BY THE BOARD IN SETTING THE COMPENSATION FOR THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, MEMBERS OF THE PUBLIC MAY VIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: THE ACCOMPANYING FINANCIAL STATEMENTS FOR 2011 HAVE BEEN RESTATED TO CORRECT AN ERROR IN RECORDING OF GRANTS RECEIVABLE MADE IN 2011. 597,956. TOTAL TO FORM 990, PART XI, LINE 5: 597,956. FORM 990, PART XII, LINE 2C - OVERSIGHT OF AUDIT DURING 2012 THE BOARD OF DIRECTORS APPOINTED AN EXTERNAL AUDIT COMMITTEE MADE UP OF THE BOARD CHAIR, BOARD TREASURER, AND 4 INDEPENDENT CPAS FROM THE COMMUNITY. THIS COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITORS AND OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS.