2012-03-07T12:52:31-06:00 2011-06-30 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2010-07-01 391657328 WAUKESHA OZAUKEE WASHINGTON WORKFORCE DEVELOPMENT INC WAUK 2626957880 892 MAIN STREET NO A PEWAUKEE WI 530725809 RALPH SZEWCZYKOWSKI 2626957891 2012-03-02 1 JEAN CHRISTENSEN 6082741980 2012-03-02 2010 2016-02-24 21:20:13Z FRANCISCO SANCHEZ 892 MAIN STREET NO A PEWAUKEE WI 530725809 5650162 0 X WWW.WOWWDB.ORG X 1990 WI 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. 7 7 256 7 0 0 6252949 5291575 205577 352877 11074 5710 0 0 6469600 5650162 2673396 1332684 0 0 2016051 2398607 0 0 125994 1941363 1816811 6630810 5548102 -161210 102060 1473136 1333230 1045768 803802 427368 529428 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. 1 1 2048828 416395 0 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 1,428 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. 683325 114564 WORKFORCE INVESTMENT ACT (WIA) YOUTH PROGRAM - PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICES TO ABOUT 276 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 2010 AND WOULD EVENTUALLY PROVIDE SUBSIDIZED EMPLOYMENT TO 150 YOUTH IN THE THREE-COUNTY SERVICE DELIVERY AREA. 583835 577164 0 YOUTHBUILD / BUILDING FUTURES PROGRAM - WAUKESHA, OZAUKEE, WASHINGTON WORKFORCE DEVELOPMENT, INC. RECEIVED $1,100,000 IN YOUTHBUILD FUNDS TO PROVIDE A 6-MONTH TRAINING, 12-MONTH FOLLOW-UP PROGRAM TO 67 AT-RISK YOUTH. PARTICIPANTS RECEIVED ADULT BASIC EDUCATION AND CARPENTRY INSTRUCTION VIA AN APPLIED LEARNING APPROACH; EARNED A GED/HSED AND/OR INDUSTRY RECOGNIZED CERTIFICATE; DEVELOP LEADERSHIP SKILLS; AND RECEIVE WRAP-AROUND SUPPORT SERVICES. AT THE CONCLUSION OF THE GRANT, IT IS EXPECTED THAT 50% OF PARTICIPANTS WILL HAVE INCREASED LITERACY AND NUMERACY LEVELS, 50% WILL ATTAIN A DEGREE OR CERTIFICATE, 70% WILL BE PLACED IN EMPLOYMENT OR POST-SECONDARY EDUCATION, AND 75% WILL RETAIN EMPLOYMENT OR POST-SECONDARY EDUCATION. 518928 146451 WORKFORCE INVESTMENT ACT (WIA) ADULT PROGRAM - PROVIDE PREPARATORY AND OCCUPATIONAL TRAINING AS WELL AS CLIENT ASSESSMENT, CASE MANAGEMENT AND JOB REFERRAL SERVICE TO ABOUT 277 TARGETED APPLICANTS MEETING PROGRAM ELIGIBILITY REQUIREMENTS IN THE THREE-COUNTY SERVICE DELIVERY AREA COVERED BY THE ORGANIZATION. 490549 75294 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 DECEMBER 2012. 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 130 TAPE PARTICIPANTS DURING THE TIME FRAME OF JULY 1, 2010 TO JUNE 30, 2011. 128 PARTICIPANTS COMPLETED ORIENTATION AND 90 WERE PLACED IN SUBSIDIZED EMPLOYMENT AND 28 STARTED UNSUBSIDIZED EMPLOYMENT. 538622 2816 352877 OTHER 1548099 224561 352877 4864087 1 1 0 0 0 0 0 0 0 1 0 0 1 1 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 0 0 0 0 1 41 0 1 256 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 JOHN HEYER 1.00 X X 0 0 0 ROBERT BLAIR 1.00 X X 0 0 0 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 SANDY WIRTH 1.00 X 0 0 0 FRANCISCO SANCHEZ 40.00 X 115300 0 19747 RALPH SZEWCZYKOWSKI 40.00 X 62274 0 21924 177574 0 41671 1 0 0 0 0 5291575 5291575 JOB CENTER OPERATIONS 561300 289038 289038 FEE BASED SERVICES (JO 624200 62515 62515 WAJTE/WWDA ASSOCIATION 561000 1324 1324 352877 5710 5710 5650162 352877 0 5710 1227132 1227132 105552 105552 218212 218212 1731225 1535111 132637 63477 76314 51895 20610 3809 232333 164347 55414 12572 140523 107391 28245 4887 1166 1166 18050 18050 6572 4992 480 1100 11447 11447 107185 90809 12488 3888 614 614 181521 141993 30038 9490 37377 29145 7308 924 7313 558 6243 512 4013 4013 35238 27660 7305 273 ITA'S (TUITION, BOOKS, 952218 952218 ON-THE-JOB TRAINING PRO 410535 410535 JOB FAIRS/SPECIALIZED R 13615 13615 DUES/MEMBERSHIP FEES 9258 1044 8214 WETAP EXPENSES 9241 9241 11448 3850 7598 5548102 4864087 558021 125994 117588 102205 499725 552638 797974 536556 0 13000 47170 51828 231533 175354 0 56179 10679 20824 1473136 1333230 1045768 803802 1045768 803802 X 427368 466321 63107 427368 529428 1473136 1333230 102060 0 X X 0 1 1 X 1 1 X 3131880 3059293 4928939 6252949 5291575 22664636 3131880 3059293 4928939 6252949 5291575 22664636 22664636 23344 27111 17233 11074 5710 84472 267950 226130 483457 205577 352877 1535991 24285099 1535991 0.93330 0.93490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 231533 175354 56179 56179 5650162 5548102 102060 0 102060 5727195 77033 77033 5650162 0 5650162 5625135 77033 77033 5548102 0 5548102 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: WOW WD, 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. WOW WD, 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 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 KAISER GROUP INC 237 SOUTH STREET WAUKESHA WI 53186 391354364 378698 CASE MANAGEMENT SERVICES WISCONSIN AFL-CIO LETC 1900 CENTER AVE JANESVILLE WI 53546 391852871 501(C)(3) 104062 CASE MANAGEMENT SERVICES WAUKESHA COUNTY TECHNICAL COLLEGE 800 MAIN STREET PEWAUKEE WI 53072 396005054 115 80786 PARTICIPANT ASSESSMENT SERVICESCOMPUTER SKILLS TRAININGPOWER CONTROLS INDUSTRY PARTNERSHIP TRAINING MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE STREET MILWAUKEE WI 53233 396003459 115 21543 MSSC EXPANSION PROJECT LA CASA DE ESPERANZA INC 410 ARCADIAN AVENUE WAUKESHA WI 53186 391144446 501(C)(3) 577164 YOUTHBUILD/BUILDING FUTURES PROJECT MORAINE PARK TECHNICAL COLLEGE 235 N NATIONAL AVENUE FOND DU LAC WI 54935 391088212 115 29799 MSSC EXPANSION PROJECTSKILLS JUMP START PROJECT WISCONSIN REGIONAL TRAINING PARTNERSHIP INC 3841 W WISCONSIN AVENUE MILWAUKEE WI 53208 391838210 501(C)(3) 6800 MSSC EXPANSION PROJECT NORTHWEST SIDE COMMUNITY DEVELOPMENT CORP 4265 N 35TH STREET MILWAUKEE WI 53216 391478014 501(C)(3) 25700 POWER CONTROLS INDUSTRY PARTNERSHIP CONVENINGPOWER CONTROLS INDUSTRY PARTNERSHIP TRAINING 7 1 SUPPORTIVE SERVICES (TRANSPORTATION AND CHILD CARE ASSISTANCE) TO WIA AND TAPE PARTICIPANTS. 190 79714 STIPENDS FOR ATTENDING MANDATORY ORIENTATION SESSIONS AND JOB SUPPORT PAYMENTS FOR TAPE PARTICIPANTS. 146 23022 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 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 USUALLY DONE ANNUALLY AND NEVER LESS THAN ONCE EVERY TWO YEARS FOR SOME REPEAT GRANTEES. AT A MINIMUM, PROGRAMMATIC MONITORING IS DONE ANNUALLY FOR ALL SUBCONTRACTORS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE TRANSITIONAL JOBS DEMONSTRATION PROJECT / TRANSITIONING ADULTS INTO PERMANENT EMPLOYMENT (TAPE) PROGRAM FUNDED THROUGH THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES STARTED IN SEPTEMBER 2010. THE PROGRAM WILL PROVIDE TRANSITIONAL WORKERS WITH SUBSIDIZED JOBS AND PROVIDE IMMEDIATE INCOME, IMPROVE JOB SKILLS AND ESTABLISH A POSITIVE WORK REFERENCE, AND TRANSITION INDIVIDUALS INTO STABLE UNSUBSIDIZED EMPLOYMENT. DURING THE YEAR JULY 1, 2010 TO JUNE 30, 2011, 130 PARTICIPANTS WERE ENROLLED IN THE PROGRAM. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE U.S. DOL EARMARK GRANT / ADVANCING MANUFACTURING IN THE GLOBAL MARKETPLACE, WHICH HAD A PERIOD OF PERFORMANCE FROM FEBRUARY 1, 2009 TO DECEMBER 31, 2010, WAS CONCLUDED. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 AND ALL SCHEDULES AND ATTACHMENTS WERE 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 WAS CONDUCTED VIA TELECONFERENCE), THE FORM WAS DISCUSSED, ALL QUESTIONS BY THE BOARD WERE ADDRESSED AND APPROVAL WAS 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. 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. FORM 990, PART XII, LINE 2C: AN AUDIT SERVICES RFP IS PREPARED EVERY THREE YEARS BY THE CHAIRPERSON OF THE STATEWIDE FISCAL GROUP. THIS GROUP IS COMPRISED OF FISCAL STAFF FROM SIMILAR ORGANIZATIONS AROUND THE STATE. A COMMITTEE IS APPOINTED TO REVIEW AND EVALUATE RESPONSES TO THE RFP AND PUBLISH A LIST OF APPROVED AUDIT VENDORS WITH WHICH TO CONTRACT. THE PRESIDENT AND CONTROLLER SELECT AN AUDIT FIRM FROM THIS LIST TO CONTRACT WITH FOR OUR REQUIRED ANNUAL FINANCIAL AND COMPLIANCE AUDIT. TRAINING PARTNERS INC 892 MAIN STREET SUITE A PEWAUKEE WI 53072 391768580 STAFFING SERVICE (INACTIVE) WI WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT INC C -25 2299 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 TRAINING PARTNERS INC M 0