WORKFORCE DEVELOPMENT BOARD OF SOUTH CENTRAL WISCONSIN: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WORKFORCE DEVELOPMENT BOARD OF SOUTH CENTRAL WISCONSIN (EIN 39-1472579)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-05
- IRS object ID
- 201100959349300105
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-05T09:52:14-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391472579 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Workforce Development Board | BusinessNameLine1 |
| Business Name Line2 | of South Central Wisconsin | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WORK | NameControl |
| Phone | 6082499001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 Anderson Street No 104 | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patricia A Schramm | Name |
| Title | Executive Director | Title |
| Phone | 6082499001 | Phone |
| Date Signed | 2011-04-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jean Christensen | Name |
| Phone | 6082741980 | Phone |
| Date Prepared | 2011-04-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Patricia A Schramm | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 Anderson Street No 104 | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9921870 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wbdscw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | FORGING STRATEGIC PARTNERSHIPS FOR ECONOMIC GROWTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 318 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4268773 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9915396 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 5629 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 682 | InvestmentIncomePriorYear |
| Investment Income Current Year | 845 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 240 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4269695 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9921870 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2943004 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8638342 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 882124 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 922669 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 26162 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 446165 | OtherExpensePriorYear |
| Other Expenses Current Year | 358097 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4271293 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9919108 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1598 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2762 | RevenuesLessExpensesCY |
| Total Assets BOY | 468444 | TotalAssetsBOY |
| Total Assets EOY | 1956644 | TotalAssetsEOY |
| Total Liabilities BOY | 418266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1903704 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50178 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52940 | NetAssetsOrFundBalancesEOY |
| Mission Description | Workforce Development Board of South Central WI, Inc.'s mission is to build public and private partnerships that support innovation and excellence in workforce development. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4442973 | Expense |
| Grants | 4212290 | Grants |
| Description | The Workforce Innovation in Regional Economic development (WIRED) is a twelve-county collaborative effort with the University of Wisconsin, four technical colleges, five school-to-work consortiums, the Capital Regional Collaboration Council, the Southwest Wisconsin Economic Development Coalition, industry partners, and community based organizations to build the talent, infrastructure, and investment needed to develop a skilled workforce aligned with high growth and emerging industries. WIRED had 3,249 participants receive benefits during the year. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3181969 | Expense |
| Grants | 3112774 | Grants |
| Description | 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. The organization served approximately 2,467 WIA participants in adult and dislocated workers programs during the year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1375736 | Expense |
| Grants | 1216315 | Grants |
| Description | 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 227 participants in youth activities during the year. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 331543 | 96963 | 5629 | 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 include the disability program navigator that assists people with disabilities seeking training and employment opportunities through the one-stop system established under WIA, a collaborative effort with the Wisconsin Educational Communications Board (ECB) and the broadcasting media innovations (BAMI) division of the University of Wisconsin-Extension to establish a multimedia distance learning platform within the south central region of Wisconsin that will broaden access within the region to industry-driven education and training for future and incumbent workers, and a national emergency program to restore certain assets and provide temporary staffing to communities within the organization's service area to assist in clean up of damage caused by floods. |
| 74358 | Other projects to upgrade technology at the one-stop centers and provide resources to dislocated workers and others served. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 405901 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 96963 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 5629 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9406579 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 318 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia A Schramm | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082499001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 Anderson Street Suite 104 | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Phyllis Wilhelm | ||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 |
| Donald Madelung | ||||||
| Past-Chair | 1.00 | X | X | 0 | 0 | 0 |
| Richard Hands | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Jim Cavanaugh | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Howard Teeter | ||||||
| Chair-Elect | 1.00 | X | 0 | 0 | 0 | |
| Jon Bales | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Janice Bultema | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Bob Barker | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Dave Boyer | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Edward clarke | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| William Brueggeman | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kevin Clifford | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Karen Coley | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Liz Green | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kathy Cromey | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Randy Guttenberg | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Nancy Elsing | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Tracy Ezell | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Karna Hanna | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Dustylee F Gray | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Fred Hebert | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| T Lindsay Jones | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Barb LeDuc | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Robert Kellerman | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jim Leonhart | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Trish Kienitz | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Steve Lewis | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jon Lalor | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jay Loewi | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Alan Langeteig | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jim Martinez | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Bill Orth | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Denise Matyka | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mary Pasholk | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Ann Miller | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Alfonso Studesville | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Leslie Mirkin | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kurt Muchow | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Clay Tschillard | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Patricia A Schramm | ||||||
| Executive Director | 40.00 | X | 90917 | 0 | 17653 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90917 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17653 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 9915396 | GovernmentGrants |
| Total Contributions | 9915396 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Program Service | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5629 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5629 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5629 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 845 | TotalRevenueColumn |
| Exclusion | $845 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9921870 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5629 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $845 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7421698 | Total |
| Program Services | 7421698 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1216644 | Total |
| Program Services | 1216644 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112607 | Total |
| Program Services | 67564 | ProgramServices |
| Management And General | 33782 | ManagementAndGeneral |
| Fundraising | 11261 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636902 | Total |
| Program Services | 401529 | ProgramServices |
| Management And General | 222331 | ManagementAndGeneral |
| Fundraising | 13042 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37635 | Total |
| Program Services | 12601 | ProgramServices |
| Management And General | 25034 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72749 | Total |
| Program Services | 21899 | ProgramServices |
| Management And General | 50850 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62776 | Total |
| Program Services | 39614 | ProgramServices |
| Management And General | 21303 | ManagementAndGeneral |
| Fundraising | 1859 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1948 | Total |
| Program Services | 819 | ProgramServices |
| Management And General | 1129 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23220 | Total |
| Program Services | 10787 | ProgramServices |
| Management And General | 12433 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 744 | Total |
| Program Services | 411 | ProgramServices |
| Management And General | 333 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3543 | Total |
| Program Services | 1790 | ProgramServices |
| Management And General | 1753 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151548 | Total |
| Program Services | 110707 | ProgramServices |
| Management And General | 40841 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49692 | Total |
| Program Services | 31369 | ProgramServices |
| Management And General | 18323 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62765 | Total |
| Program Services | 32253 | ProgramServices |
| Management And General | 30512 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10649 | Total |
| Program Services | 5431 | ProgramServices |
| Management And General | 5218 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32572 | Total |
| Program Services | 19693 | ProgramServices |
| Management And General | 12879 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5388 | Total |
| Program Services | 2266 | ProgramServices |
| Management And General | 3122 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Expense | Description |
| Total | 16028 | Total |
| Program Services | 9504 | ProgramServices |
| Management And General | 6524 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9919108 | Total |
| Program Services | 9406579 | ProgramServices |
| Management And General | 486367 | ManagementAndGeneral |
| Fundraising | 26162 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63928 | BOY |
| EOY | 365348 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384864 | BOY |
| EOY | 1548051 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 32912 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19652 | BOY |
| EOY | 10333 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468444 | BOY |
| EOY | 1956644 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282420 | BOY |
| EOY | 1779444 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79735 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56111 | BOY |
| EOY | 124260 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418266 | BOY |
| EOY | 1903704 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50178 | BOY |
| EOY | 52940 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50178 | BOY |
| EOY | 52940 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468444 | BOY |
| EOY | 1956644 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5677862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4634205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3455632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4268773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9915396 | CurrentTaxYear |
| Total | 27951868 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5677862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4634205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3455632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4268773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9915396 | CurrentTaxYear |
| Total | 27951868 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 27951868 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 845 | CurrentTaxYear |
| Total | 25860 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1754 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5629 | CurrentTaxYear |
| Total | 19453 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27997181 | TotalSupport |
| Gross Receipts From Admissions Etc | 12869 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99880 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 9921870 | TotalRevenue |
| Total Expenses | 9919108 | TotalExpenses |
| Excess Or Deficit For Year | 2762 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 2762 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9921870 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 9921870 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9921870 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9919108 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9919108 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9919108 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | 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 June 30, 2007, 2008, and 2009 remain subject to examination by the Internal Revenue Service. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| WI State AFL-CIO Labor Education and Training Center Inc | ||||||||
| 1900 Center Ave | Janesville | WI | 535452801 | 391852871 | 501(c)3 | 103263 | Case Management Services | |
| Employment and Training Association of Dane County Inc | ||||||||
| 1819 Aberg Ave | Madison | WI | 537044201 | 391309391 | 501(c)3 | 1476236 | Case management services | |
| Madison Area Technical College | ||||||||
| 3550 Anderson St | Madison | WI | 537042520 | 391086718 | Madison Area Technic | 2370883 | Case management services | |
| Opportunities Inc of Jefferson County | ||||||||
| 200 E Cramer St | Fort Atkinson | WI | 535381257 | 391078133 | 501(c)3 | 141799 | Case management services | |
| Operation Fresh Start Inc | ||||||||
| 1925 Winnebago St | Madison | WI | 537045314 | 237108090 | 501(c)3 | 503764 | Case management services | |
| Meriter Foundation | ||||||||
| 202 S Park St | Madison | WI | 53715 | 391412318 | 501(c)3 | 588269 | Case management services | |
| Southwest Wisconsin Technical College | ||||||||
| 1800 Bronson Blvd | Fennimore | WI | 53809 | 391088496 | Southwest WI Technic | 569311 | Case management services | |
| CESA #5 | ||||||||
| 626 E Slifer St | Portage | WI | 53901 | 396002757 | 501(c)3 | 72529 | Case management services | |
| CESA #2 | ||||||||
| 448 East High St | Milton | WI | 53563 | 391487148 | 501(c)3 | 118290 | Case management services | |
| Dane County Transition School | ||||||||
| 2813 Rosellen Ave | Madison | WI | 53711 | 743106021 | Madison School Distr | 133776 | Case management services | |
| Renewal Unlimited | ||||||||
| 2900 Red Fox Run | Portage | WI | 539013400 | 391270955 | 501(c)(3) | 78947 | Case Management Services | |
| Madison Metropolitan School District | ||||||||
| 545 W Dayton St | Madison | WI | 537051967 | 396003202 | Madison school Distr | 255934 | Case management services | |
| BioForward Inc | ||||||||
| 455 Science Dr | Madison | WI | 537131067 | 391605083 | 501(c)(6) | 107605 | Case management services | |
| Moraine Park Technical College | ||||||||
| 235 N National Ave PO Box 1940 | Beaver Dam | WI | 549361940 | 391088212 | Moraine Park | 143811 | Case management services | |
| Start Construction Training Inc | ||||||||
| 810 W Badger | Madison | WI | 537131067 | 352309160 | 501(c)(3) | 50222 | case management services | |
| Jefferson County School to Career | ||||||||
| N8196 S McKinley Beach Road | Beaver Dam | WI | 53916 | 396002757 | Jefferson County | 64816 | case management services | |
| Goodman Community Center Inc | ||||||||
| 149 Waubesa Ave | Madison | WI | 53704 | 391919172 | 501(c)(3) | 121019 | case management services | |
| Platteville School District | ||||||||
| 780 N 2nd St | Platteville | WI | 53818 | 396003910 | Platteville | 85186 | case management services | |
| Southwest Wisconsin Workforce Development Board Inc | ||||||||
| 1370 N Water St | Platteville | WI | 538181452 | 391451363 | 501(c)(3) | 130770 | case management services | |
| Blackhawk Technical College | ||||||||
| 6004 S County Road G | Janesville | WI | 535475009 | 391104235 | Blackhawk Technical | 101911 | case management services | |
| University of Wisconsin Center for Integrated Agricultural Systems | ||||||||
| 750 University Ave | Madison | WI | 537061411 | 396006492 | University of Wiscon | 22560 | case management services | |
| Department of Agriculture Trade and Consumer Protection | ||||||||
| 2811 Agricultural Drive | Madison | WI | 53708 | 396006422 | Department of Agricu | 67084 | case management services | |
| Southwest Community Action Program | ||||||||
| c/o Operations Director 149 N Iowa | Dodgeville | WI | 53533 | 391053511 | 501(c)(3) | 24420 | case management services | Street |
| Madison Area Community Supported Agriculture Coalition | ||||||||
| PO Box 7814 | Madison | WI | 53707 | 311813764 | 501(c)(4) | 23640 | case management services | |
| Barbara Hummel | ||||||||
| 4026 Cherokee Drive | Madison | WI | 53711 | 391909785 | 5119 | case management services | ||
| Fox Valley Workforce Development Board | ||||||||
| 1401 McMahon Drive | Neenah | WI | 54956 | 391571085 | 501(c)(3) | 35000 | case management services | |
| West Central Wisconsin Workforce REsource | ||||||||
| 401 Technology Drive East Suite 100 | Menomonie | WI | 54751 | 391455735 | 501(c)(3) | 25534 | case management services | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION ASSISTANCe, BOOKS, and other career assistance | TypeOfGrant |
| Number Of Recipients | 3009 | NumberOfRecipients |
| Amount Of Cash Grant | 1216644 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The prepared Form 990 is reviewed by the organization's executive director and finance manager before the return is filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | All board members, contractors, and employees are required to sign disclosure statement annually. |
| 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 -same salary survey is utilized. 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 board of directors produces an annual report that summarizes the financial statements. Governing documents are included in the Workforce Investment Act strategic plan that is made available for a 30 day public review period prior to submission semi-annually. |
| Form 990, Part XI, Line 2c | THE BOARD OF DIRECTORS AUDIT COMMITTEE SELECTS THE PUBLIC ACCOUNTING FIRM THAT WILL PERFORM THE YEAR-END FINANCIAL AUDIT IN ACCORDANCE WITH THE COMPETITIVE BID PROCESS AND APPLICABLE LAWS AND REGULATIONS IN PLACE AT THE TIME OF SELECTION. THE PUBLIC ACCOUNTING FIRM WILL PRESENT THE AUDIT TO THE BOARD OF DIRECTORS AUDIT COMMITTEE EACH YEAR. THE BOARD'S EXECUTIVE COMMITTEE WILL REVIEW AND APPROVE THE FINANCIAL AUDIT. AUDIT REPORTS SHALL BE AVAILABLE AND DISTRIBUTED ACCORDING TO APPLICABLE GUIDELINES AND REGULATIONS. |