CHIEF OPERATING OFFICER

2012-05-15T10:01:34-05:00 2011-06-30 TALBOT KORVOLA & WARWICK LLP 4800 SW MACADAM SUITE 400 PORTLAND OR 972393973 990 2010-07-01 930857426 WORKSYSTEMS INC WORK 5034787300 1618 SW FIRST AVENUE NO 450 PORTLAND OR 97201 PATRICIA RYAN CHIEF OPERATING OFFICER 5034787326 2012-05-10 1 JASON R ORME 5032742849 X 2010 2016-02-24 21:20:13Z PATRICIA RYAN 1618 SW FIRST AVENUE NO 450 PORTLAND OR 97201 17637218 0 X WWW.WORKSYSTEMS.ORG X 1985 OR TO COORDINATE A REGIONAL WORKFORCE SYSTEM THAT SUPPORTS INDIVIDUAL PROSPERITY AND BUSINESS COMPETITIVENESS. 33 33 34 0 0 0 22548045 17333753 0 0 3970 3540 0 0 22552015 17337293 0 0 0 0 3128870 3184064 0 0 5691 19395557 14165317 22524427 17349381 27588 -12088 4622862 3251973 4245408 2886607 377454 365366 X THE MISSION OF THE ORGANIZATION IS TO COORDINATE A REGIONAL WORKFORCE SYSTEM THAT SUPPORTS INDIVIDUAL PROSPERITY AND BUSINESS COMPETITIVENESS. 0 0 4916162 5507919 DISLOCATED WORKER:WORKSYSTEMS OFFERS AN ARRAY OF SERVICES FOR WORKERS FACING LOSS OF JOBS. THESE INCLUDE PRE-LAYOFF SERVICES, POST LAYOFF SERVICES AND RAPID RESPONSE SERVICES TO ASSIST THOSE AFFECTED BY MAJOR PLANT CLOSURES OR LAYOFFS.TOTAL SERVED - 60,260 3146345 3463003 YOUTH:WORKSYSTEMS, INC. INVESTS IN AN ARRAY OF ORGANIZATIONS TO PROVIDE EDUCATION AND TRAINING SERVICES TO YOUTH AGES 14-21. OUR INVESTMENTS HELP PREPARE YOUNG PEOPLE FOR SUCCESSFUL TRANSITION TO POST-SECONDARY EDUCATION AND EMPLOYMENT WITH CAREER POTENTIAL. INVESTMENTS ARE FOCUSED ON LOW-INCOME YOUTH, AGES 14-21, WHO ARE SCHOOL DROPOUTS, BASIC ACADEMIC SKILLS DEFICIENT, HOMELESS OR RUNAWAY, PREGNANT OR PARENTING, OFFENDERS, AND/OR IN NEED OF ASSISTANCE TO COMPLETE AN EDUCATIONAL PROGRAM OR TO SECURE AND RETAIN EMPLOYMENT.TOTAL SERVED - 1,215 2832458 3099507 ADULT:WORKSYSTEMS OFFERS A RANGE OF SERVICES AND INFORMATION TO ADULTS SEEKING EMPLOYMENT, INCLUDING SKILL DEVELOPMENT, WORK PREPAREDNESS TRAINING AND JOB SEARCH ASSITANCE. THIS PROGRAM ALSO SEEKS TO PRODUCE A SKILLED WORKFORCE THAT SUPPORTS REGIONAL BUSINESS COMPETITIVENESS.TOTAL SERVED - 5,860 5055695 5262330 OTHER EMPLOYMENT RELATED TRAINING AND SERVICES. 5055695 5262330 15950660 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 0 34 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X PATRICIA RYAN 5034787326 1618 SW FIRST AVE SUITE 450 PORTLAND OR 97201 BOB TACKETT BOARD MEMBER 1.00 X 0 0 0 CARL MOYER BOARD MEMBER 1.00 X 0 0 0 CARYN LILLEY BOARD MEMBER 1.00 X 0 0 0 DEDRAE COTTRELL BOARD MEMBER 1.00 X 0 0 0 DEANNA PALM BOARD MEMBER 1.00 X 0 0 0 DIANA KIMBROUGH BOARD MEMBER 1.00 X 0 0 0 DONALD W JENSEN VICE CHAIR 1.00 X 0 0 0 DONNA PATRICK BOARD MEMBER 1.00 X 0 0 0 DR PRESTON PULLIAMS BOARD MEMBER 1.00 X 0 0 0 EILEEN DRAKE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH KING BOARD MEMBER 1.00 X 0 0 0 HAYDEN THOMAS BOARD MEMBER 1.00 X 0 0 0 JAMES PAULSON CHAIR 1.00 X 0 0 0 JAY BLOOM BOARD MEMBER 1.00 X 0 0 0 JEFF COGEN BOARD MEMBER 1.00 X 0 0 0 JERRY BURNS BOARD MEMBER 1.00 X 0 0 0 JONATHAN SCHLUETER BOARD MEMBER 1.00 X 0 0 0 KEVIN DULL BOARD MEMBER 1.00 X 0 0 0 LILA LEATHERS BOARD MEMBER 1.00 X 0 0 0 MARC GOLDBERG BOARD MEMBER 1.00 X 0 0 0 MARY SHIVELL BOARD MEMBER 1.00 X 0 0 0 PATRICK QUILAN BOARD MEMBER 1.00 X 0 0 0 PAUL RIGGS SECRETARY/TREASURER 1.00 X 0 0 0 RONALD HAUGE BOARD MEMBER 1.00 X 0 0 0 ROY ROGERS BOARD MEMBER 1.00 X 0 0 0 SAM ADAMS BOARD MEMBER 1.00 X 0 0 0 SHARON BIRGE BOARD MEMBER 1.00 X 0 0 0 SHEILA HOLDEN BOARD MEMBER 1.00 X 0 0 0 STEVE RUDMAN BOARD MEMBER 1.00 X 0 0 0 STEVEN MORRIS BOARD MEMBER 1.00 X 0 0 0 TRAVIS STOVALL BOARD MEMBER 1.00 X 0 0 0 VICKIE BURNS BOARD MEMBER 1.00 X 0 0 0 ZEKE SMITH BOARD MEMBER 1.00 X 0 0 0 ANDREW MCGOUGH EXECUTIVE DIRECTOR 40.00 X X 119601 0 20995 PATRICK MALONE DIRECTOR OF BUSINESS OPERA 40.00 X 92479 0 16886 SHARON MCFARLAND DIRECTOR OF COMMMUNITY INVESTMENTS 40.00 X 94784 0 18226 PATRICIA RYAN CHIEF OPERATING OFFICER 40.00 X 98792 0 21683 JOHN MOHLIS BOARD MEMBER 1.00 X 0 0 0 KELLY JAIN FORMER DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 112996 0 10734 518652 0 88524 2 1 0 0 PORTLAND COMMUNITY COLLEGE PO BOX 19000 PORTLAND OR 97280 WORKFORCE DEVELOPMENT 5171539 MT HOOD COMMUNITY COLLEGE 26000 SE STARK ST GRESHAM OR 97030 WORKFORCE DEVELOPMENT 2957977 HILLSBORO SCHOOL DISTRICT 3083 NE 49TH PLACE HILLSBORO OR 97124 WORKFORCE DEVELOPMENT 1162760 SE WORKS INC 7916 SE FOSTER RD SUITE 104 PORTLAND OR 97206 WORKFORCE DEVELOPMENT 1027729 IMMIGRANT AND REFUGE COMMUNITY ORGANIZAT 10301 NE GLISAN STREET PORTLAND OR 97220 WORKFORCE DEVELOPMENT 464362 21 17024269 309484 17333753 3465 3465 300000 299925 75 75 75 17337293 0 0 3540 629672 305323 324349 2015964 1501805 514159 538428 314297 224131 13410 13410 57100 57100 1303651 1231701 71950 23790 9929 13861 77782 73992 3790 28824 28725 99 183439 73426 110013 52291 44607 7684 1808 1808 22152 19028 3124 CONTRACTED SERVICES 12254348 12248657 5691 STAFF AND BOARD DEVELOP 56718 35290 21428 TELEPHONE & COMMUNICATI 36908 34808 2100 PROFESSIONAL MEMBERSHIP 26682 850 25832 EQUIPMENT LEASES 26414 26414 17349381 15950660 1393030 5691 1140840 1141560 3414388 2063122 64168 45633 276051 274393 3466 1658 4622862 3251973 4144645 2750782 100763 135825 4245408 2886607 X 377454 365366 377454 365366 4622862 3251973 -12088 0 X 0 1 1 X 1 1 X 22017513 15979227 15958345 22548045 17333753 93836883 22017513 15979227 15958345 22548045 17333753 93836883 93836883 53188 38966 14818 3970 3540 114482 93951365 120540 0.99880 0.99890 X 276051 274393 1658 1658 17337293 17349381 -12088 0 -12088 22886471 5549253 5549253 17337218 75 75 17337293 22898559 5549253 5549253 17349306 75 75 17349381 SCHEDULE D, PAGE 4 PART XII LINE 4B NET GAIN ON SALE OF INVESTMENTS NETTED WITH EXPENSES FOR BOOKS $75 SCHEDULE D, PAGE 4 PART XIII LINE 4B NET GAIN ON SALE OF INVESTMENTS NETTED WITH EXPENSES FOR BOOKS $75 PART X, LINE 2, FIN 48 (ASC 740) FOOTNOTE - THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS TOPIC. X X X X 0 0 0 0 0 0 0 0 0 KELLY JAIN 74056 0 0 0 38940 0 4912 0 5822 0 123730 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE CHIEF OPERATING OFFICER PRIOR TO FILING. BOARD MEMBERS ALSO RECEIVE A COPY OF THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO READ AND SIGN OFF ON THE PERSONNEL POLICY MANUAL. WORKSYSTEMS, INC REQUIRES AN ANNUAL ATTESTATION RELATING TO CONFLICTS OF INTEREST. THEY ALSO MONITOR FOR ACTIVITIES WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT PREPARES A BI-ANNUAL COMPENSATION STUDY. COMPENSATION IS BASED ON THE COMPENSATION STUDY. FORM 990, PART VI, SECTION C, LINE 19 THE BY-LAWS OF WORKSYSTEMS ARE AVAILABLE ON OUR WEBSITE WWW.WORKSYSTEMS.ORG. OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.