FORWARD CAREERS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD CAREERS INC (EIN 39-1657328)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-10
- IRS object ID
- 201130419349301013
- 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 | 2011-02-10T13:37:09-06:00 | 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 | 391657328 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Waukesha Ozaukee Washington | BusinessNameLine1 |
| Business Name Line2 | Workforce Development Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WAUK | NameControl |
| Phone | 2626957880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 892 Main Street No A | AddressLine1 |
| City | Pewaukee | City |
| State | WI | State |
| ZIP Code | 530725809 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ralph Szewczykowski | Name |
| Title | Secretary/Treasurer | Title |
| Phone | 2626957891 | Phone |
| Date Signed | 2011-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jean Christensen | Name |
| Phone | 6082741980 | Phone |
| Date Prepared | 2011-02-10 | 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 | Francisco Sanchez | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 892 Main Street No A | AddressLine1 |
| City | Pewaukee | City |
| State | WI | State |
| ZIP Code | 530725809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6469600 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wowwdb.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 306 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4928939 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6252949 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 483457 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 205577 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17233 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11074 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5429629 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6469600 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1720500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2673396 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1809348 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2016051 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 149777 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1929482 | OtherExpensePriorYear |
| Other Expenses Current Year | 1941363 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5459330 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6630810 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -29701 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -161210 | RevenuesLessExpensesCY |
| Total Assets BOY | 1754679 | TotalAssetsBOY |
| Total Assets EOY | 1473136 | TotalAssetsEOY |
| Total Liabilities BOY | 1166101 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1045768 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 588578 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 427368 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 1687413 | Expense |
| Grants | 369367 | Grants |
| Description | 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 1,413 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2385501 | Expense |
| Grants | 1730144 | Grants |
| Description | WIRED Initiative - The $5.1 million Workforce Innovation in Regional Economic Development (WIRED) Initiative was a three year effort to grow talent, improve workforce development services, and catalyze the integration of workforce and economic development. The Initiative ran from 2007 through June 30, 2010 in the seven county region of Southeastern Wisconsin, which includes Waukesha, Washington, Ozaukee, Milwaukee, Kenosha, Racine, and Walworth counties. Waukesha-Ozaukee-Washington Workforce Development Inc. served as the fiscal and administrative agent for this initiative, which involved partnership with many organizations and individuals representing education, economic, workforce and community development. WOW WDI had one staff person dedicated to monitoring subcontracts that were issued through the Initiative.By and throughout 2009, investments were made in a litany of projects to change workforce development in Southeastern Wisconsin. By the start of 2009, thirty-four investments had been made through the first and second rounds of the Innovation Fund and a number of transformation investments were also underway. By the end of the Initiative, the Southeastern Wisconsin WIRED Innovation Fund made awards to forty-six (46) diverse and varied projects in three tiers from April of 2008 through August 2009. Thirteen (13) WIRED investments also supported transformation and priority projects including: (1) Research-Related Priorities, (2) Data System-Related Priorities, and (3) Talent Development Priorities for Driver Industries. WIRED invested in seeds of transformation in a number of areas. For example, some WIRED projects created career pathways and bridges to career pathways, like the Milwaukee SOLAR program, Industrial Machine Repair Bootcamp, Pre-College Capacity Building Project, and Articulation Agreement Taskforce. Other WIRED projects promoted education innovation such as Science Technology Engineering Art & Math (STEAM), BizLearn, Opening Doors, and On Ramp. Many also provided Southeastern Wisconsin workers and youth with opportunities to build skills and improve their employability through innovative training like THINK Insurance and Running Rebels Project-Based Training.A total of 406 individuals enrolled in pre-vocational or cross-industry skill training, and 255 people enrolled in technical training in order to improve their skills and enhance their employability. In addition to helping individuals, many WIRED funded training innovations built the capacity of organizations to deliver better workforce solutions again and again. For example, several projects funded new curriculum and/or instructor training which expanded the capacity of the region to educate in the future. In fact, WIRED funded curricula innovations will reach over 1,000 students in 2011. In the end, the three year WIRED Initiative supported a series of projects, activities, and efforts that have improved the workforce pipeline and the alignment of workforce and economic development in Southeastern Wisconsin. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 621696 | Expense |
| Grants | 85234 | Grants |
| Description | Workforce Investment Act (WIA) Youth Program - Provide preparatory and occupational training as well as client assessment, case management and job referral services to about 275 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 2009 and would eventually provide subsidized employment to 250 youth in the three-county service delivery area. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription | RevenueRevenue |
|---|---|---|---|
| 301433 | 95433 | Workforce Investment Act (WIA) Adult Program - Provide preparatory and occupational training as well as client assessment, case management and job referral service to about 280 targeted applicants meeting program eligibility requirements in the three-county service delivery area covered by the organization. | |
| 941784 | 325506 | Other | 205577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1243217 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 420939 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 205577 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5937827 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 306 | 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ralph Szewczykowski | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2626957891 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 892 Main Street Suite A | AddressLine1 |
| City | Pewaukee | City |
| State | WI | State |
| ZIP Code | 53702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| John Heyer | ||||||
| Chairperson | 1.00 | X | X | 0 | 0 | 0 |
| Robert Blair | ||||||
| Vice-Chairperson | 1.00 | X | X | 0 | 0 | 0 |
| Marc Jorgensen | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Don Rouse | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Dorothy Thompson | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Mary Wehrheim | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Sandy Wirth | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Francisco Sanchez | ||||||
| Executive Director | 40.00 | X | 111933 | 0 | 18565 | |
| Ralph Szewczykowski | ||||||
| Secretary/Treasurer | 40.00 | X | 60816 | 0 | 20389 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 172749 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38954 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Organizational Design Corporation | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8119 Chestnut Street | AddressLine1 |
| City | Wauwatosa | City |
| State | WI | State |
| ZIP Code | 53213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Wired Grant Coordination, Planning | DescriptionOfServices |
| Compensation | 122775 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 6252949 | GovernmentGrants |
| Total Contributions | 6252949 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| job center operations | 900099 | 141730 | 141730 |
| Fee Based Services (Jo | 900099 | 35882 | 35882 |
| WAJTE/WWDA ASSOCIATION | 900099 | 27965 | 27965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 205577 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11074 | TotalRevenueColumn |
| Exclusion | $11,074 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6469600 | TotalRevenueColumn |
| Related Or Exempt Function Income | 205577 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,074 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2605684 | Total |
| Program Services | 2605684 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67712 | Total |
| Program Services | 67712 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182292 | Total |
| Management And General | 182292 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360937 | Total |
| Program Services | 1164974 | ProgramServices |
| Management And General | 123409 | ManagementAndGeneral |
| Fundraising | 72554 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81417 | Total |
| Program Services | 47391 | ProgramServices |
| Management And General | 29455 | ManagementAndGeneral |
| Fundraising | 4571 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276875 | Total |
| Program Services | 183572 | ProgramServices |
| Management And General | 78277 | ManagementAndGeneral |
| Fundraising | 15026 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114530 | Total |
| Program Services | 80299 | ProgramServices |
| Management And General | 28648 | ManagementAndGeneral |
| Fundraising | 5583 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550 | Total |
| Management And General | 550 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17850 | Total |
| Management And General | 17850 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366919 | Total |
| Program Services | 365519 | ProgramServices |
| Management And General | 1400 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27274 | Total |
| Program Services | 3806 | ProgramServices |
| Management And General | 1582 | ManagementAndGeneral |
| Fundraising | 21886 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92912 | Total |
| Program Services | 76120 | ProgramServices |
| Management And General | 12679 | ManagementAndGeneral |
| Fundraising | 4113 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560 | Total |
| Program Services | 560 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187867 | Total |
| Program Services | 145301 | ProgramServices |
| Management And General | 32123 | ManagementAndGeneral |
| Fundraising | 10443 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45933 | Total |
| Program Services | 35816 | ProgramServices |
| Management And General | 8981 | ManagementAndGeneral |
| Fundraising | 1136 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44196 | Total |
| Program Services | 34232 | ProgramServices |
| Management And General | 9332 | ManagementAndGeneral |
| Fundraising | 632 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2987 | Total |
| Program Services | 2987 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37123 | Total |
| Program Services | 28587 | ProgramServices |
| Management And General | 8222 | ManagementAndGeneral |
| Fundraising | 314 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ita's (Tuition, books, | 948740 | 948740 | ||
| on-the-job training pro | 115267 | 115267 | ||
| Labor Market Informatio | 15000 | 15000 | ||
| Job Fairs/Specialized r | 13519 | 13519 | ||
| Dues/membership fees | 7470 | 842 | 6628 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17196 | Total |
| Program Services | 15418 | ProgramServices |
| Management And General | 1778 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6630810 | Total |
| Program Services | 5937827 | ProgramServices |
| Management And General | 543206 | ManagementAndGeneral |
| Fundraising | 149777 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70104 | BOY |
| EOY | 117588 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647747 | BOY |
| EOY | 499725 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 988531 | BOY |
| EOY | 797974 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36857 | BOY |
| EOY | 47170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 164516 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 164516 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11440 | BOY |
| EOY | 10679 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1754679 | BOY |
| EOY | 1473136 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154798 | BOY |
| EOY | 1045768 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11303 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166101 | BOY |
| EOY | 1045768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588578 | BOY |
| EOY | 427368 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588578 | BOY |
| EOY | 427368 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1754679 | BOY |
| EOY | 1473136 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 3865520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3131880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3059293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4928939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6252949 | CurrentTaxYear |
| Total | 21238581 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3865520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3131880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3059293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4928939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6252949 | CurrentTaxYear |
| Total | 21238581 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 21238581 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27111 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17233 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11074 | CurrentTaxYear |
| Total | 90039 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 204746 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 267950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 226130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 483457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 205577 | CurrentTaxYear |
| Total | 1387860 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22716480 | TotalSupport |
| Gross Receipts From Admissions Etc | 1387860 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93230 | 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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 164516 | OtherCostOrOtherBasis |
| Depreciation | 164516 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 6469600 | TotalRevenue |
| Total Expenses | 6630810 | TotalExpenses |
| Excess Or Deficit For Year | -161210 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -161210 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6551190 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 81590 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 81590 | RevenueNotRptdF990 |
| Revenue Subtotal | 6469600 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6469600 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6712400 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 81590 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 81590 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6630810 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6630810 | 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 | WOW WD, Inc. and TPI adopted ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, on July 1, 2009. ASC Topic 740-10 requires an organization to determine 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. There are no recorded assets or liabilities related to uncertain tax positions. Tax returns for the fiscal years ended June 2007, 2008, and 2009 remain subject to examination by the applicable taxing authorities. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Kaiser Group Inc | ||||||||
| 237 South Street | WAUKESHA | WI | 53186 | 391354364 | 386454 | Case Management ServicesWIRED Demonstration Project | ||
| GATEWAY TECHNICAL COLLEGE | ||||||||
| 3520 30th Ave | kenosha | WI | 53144 | 396002792 | 134571 | WIRED Exploratory ProjectWIRED Demonstration Project | ||
| WISCONSIN AFL-CIO LETC | ||||||||
| 1900 Center Ave | janesville | WI | 53546 | 391852871 | 80104 | Case Management Services | 501(c)(3) | |
| WAUKESHA COUNTY TECHNICAL COLLEGE | ||||||||
| 800 main street | pewaukee | WI | 53072 | 396005054 | 161149 | Participant Assessment ServicesWIRED Exploratory ProjectGreen Manufacturing Sector Strategies Project | ||
| MILWAUKEE AREA TECHNICAL COLLEGE | ||||||||
| 700 w state street | milwaukee | WI | 53233 | 396003459 | 58472 | Computer Training ServicesMSSC Expansion ProjectGreen Manufacturing Sector Strategies Project | ||
| MILWAUKEE AREA WORKFORCE INVESTMENT BOARD INC | ||||||||
| 2338 N 27th Street | milwaukee | WI | 53210 | 391636835 | 149833 | WIRED Demonstration ProjectWIRED Transformation Investment ProjectWIRED Planning Capacity Project | 501(c)(3) | |
| LA CASA DE ESPERANZA INC | ||||||||
| 410 ARCADIAN AVENUE | WAUKESHA | WI | 53186 | 391144446 | 140444 | YouthBuild/Building Futures Project | 501(c)(3) | |
| MILWAUKEE PUBLIC SCHOOLS | ||||||||
| PO BOX 2181 5225 W VLIET STREET | milwaukee | WI | 53201 | 396003457 | 63054 | WIRED Exploratory ProjectWIRED Building the Water Generation Project | ROOM 29 | |
| WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES INC | ||||||||
| 4425 N Port Washington Rd Ste 402 | milwaukee | WI | 53212 | 396068752 | 82785 | WIRED Exploratory ProjectWIRED Implementation Project | 501(c)(3) | |
| ENGINEERS & SCIENTISTS OF MILWAUKEE INC | ||||||||
| 1300 W Canal Street Ste 200 | milwaukee | WI | 53233 | 390854863 | 5177 | WIRED Exploratory Project | 501(c)(3) | |
| RUNNING REBELS COMMUNITY ORGANIZATION | ||||||||
| 1300A W FOND DU LAC AVENUE | milwaukee | WI | 53205 | 393910464 | 10310 | WIRED Exploratory Project | 501(c)(3) | |
| HANSON DODGE CREATIVE | ||||||||
| 220 E BUFFALO STREET | milwaukee | WI | 53202 | 395720192 | 8084 | WIRED Exploratory Project | ||
| DISCOVERY WORLD LTD | ||||||||
| 500 N HARBOR DRIVE | MIlwaukee | WI | 53202 | 391691578 | 34500 | WIRED Exploratory Project | ||
| WEST MICHIGAN TEAM | ||||||||
| PO BOX 68553 | Grand Rapids | MI | 49516 | 208873170 | 120864 | WIRED Demostration Project | 501(c)(3) | |
| JOBS FOR THE FUTURE INC | ||||||||
| 88 Broad Street 8th Floor | Boston | MA | 02110 | 061164568 | 30000 | WIRED Demonstration Project | 501(c)(3) | |
| OMNI RESOURCES INC | ||||||||
| 155 S Executive Drive Ste 216 | Brookfield | WI | 53005 | 391480580 | 129500 | WIRED Transformation Investment Priority Project | ||
| CROWE HORWATH LLP | ||||||||
| PO BOX 145145 | cincinnati | OH | 45250 | 350921680 | 49850 | WIRED Transformation Investment Priority Project | ||
| UNIVERSITY OF WISCONSIN - WHITEWATER | ||||||||
| 800 West Main Street | whitewater | WI | 53190 | 391805963 | 29375 | WIRED Building the Water Generation Project | ||
| SYZYGY50 LLC | ||||||||
| 4202 Esch Lane | Madison | WI | 53704 | 800505256 | 18930 | WIRED WIB Planning Project | ||
| PUBLIC POLICY FORUM INC | ||||||||
| 633 West Wisconsin Avenue Ste 406 | Milwaukee | WI | 53203 | 390210040 | 28695 | WIRED Regional Prosperity Index Project | 501(c)(3) | |
| THE OZAUKEE WASHINGTON LAND TRUST INC | ||||||||
| 141 N Main Street Ste 209 | West Bend | WI | 53202 | 391741288 | 8634 | Summer Youth Work Program Crew Leaders | ||
| MILWAUKEE DEVELOPMENT CORPORATION | ||||||||
| 756 N Milwaukee Street Ste 400 | Milwaukee | WI | 53202 | 391680843 | 24000 | WIRED CEO Water Industry Call Program | ||
| MORAINE PARK TECHNICAL COLLEGE | ||||||||
| 235 N National Avenue | Fond Du Lac | WI | 54935 | 391088212 | 19442 | Green Manufacturing Sector Strategies Project | ||
| RACINE COUNTY HUMAN SERVICES DEPT | ||||||||
| 1717 Taylor Avenue | Racine | WI | 53403 | 396005734 | 134120 | WIRED Transformation Investment Project | 115 | |
| VOLLRATH ASSOCIATES INC | ||||||||
| 839 North Jefferson Street Ste 502 | Milwaukee | WI | 53202 | 391338942 | 32785 | WIRED Results Story Report Project | ||
| SECOND CHANCE PARTNERS FOR EDUCATION INC | ||||||||
| 892 MAIN STREET Ste E | pewaukee | WI | 53072 | 391667442 | 9648 | WIRED Exploratory Project | 501(c)(3) | |
| UNIVERSITY OF WISCONSIN - PARKSIDE | ||||||||
| 900 WOOD STREET BOX 2000 | kenosha | WI | 53141 | 391805963 | 139911 | WIRED Exploratory ProjectWIRED Building the Water Generation Project | ||
| UNIVERSITY OF WISCONSIN - MILWAUKEE | ||||||||
| 161 W WISCONSIN AVENUE Ste 6000 | milwaukee | WI | 53203 | 391805963 | 53934 | WIRED Exploratory ProjectWIRED Building the Water Generation Project | ||
| SCHOOL PERCEPTIONS LLC | ||||||||
| 321 E WASHINGTON STREET | slinger | WI | 53086 | 680524175 | 11108 | WIRED Exploratory Project | ||
| COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 1 | ||||||||
| 19601 W BLUEMOUND ROAD Ste 200 | brookfield | WI | 53045 | 391486902 | 62526 | WIRED Demonstration Projects | ||
| WISCONSIN REGIONAL TRAINING PARTNERSHIP INC | ||||||||
| 3841 W WISCONSIN AVENUE | milwaukee | WI | 53208 | 391838210 | 17500 | WIRED Demonstration Projects | 501(c)(3) | |
| BIZSTARTS MILWAUKEE INC CO MILWAUKEE ECONOMIC DEVELOPMENT CORP | ||||||||
| 809 N BROADWAY | milwaukee | WI | 53202 | 291766033 | 151575 | WIRED Demonstration ProjectsWIRED Implementation Project | 501(c)(3) | |
| SPOTTED EAGLE INC | ||||||||
| 3134 W STATE STREET | milwaukee | WI | 53218 | 391213607 | 39103 | WIRED Implementation Project | 501(c)(3) | |
| SPREENKLER LLC | ||||||||
| 1340 NORTH 6TH STREET | milwaukee | WI | 53212 | 263433299 | 56547 | WIRED Implementation Project | ||
| ECONOMIC MODELING SPECIALISTS INC | ||||||||
| 1187 ALTURAS DRIVE | moscow | ID | 83843 | 841387687 | 52518 | WIRED Transformation Investment Project | ||
| UNIVERSITY OF WISCONSIN - MILWAUKEE GRADUATE SCHOOL | ||||||||
| PO BOX 340 | milwaukee | WI | 53201 | 391805963 | 17747 | WIRED Transformation Investment Project | ||
| KENOSHA COUNTY | ||||||||
| 8600 SHERIDAN ROAD Ste 100 | kenosha | WI | 53143 | 396005707 | 42747 | WIRED Planning Capacity Project | 115 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 22 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Supportive Services (transportation and child care assistance) to WIA participants. | TypeOfGrant |
| Number Of Recipients | 147 | NumberOfRecipients |
| Amount Of Cash Grant | 67712 | 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: All subcontractors are required to submit Monthly Financial Reports (MFR) to report expenditure activity on their grant and to request reimbursement. 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 done less than once every two years for some repeat grantees. Programmatic monitoring is done annually for all subcontractors, and typically three times during the term of the contract for WIRED subcontractors. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | FORM 990, PART III, LINE 2: THE YOUTHBUILD GRANT FUNDS OUR BUILDING FUTURES PROJECT WHICH PROVIDES DISADVANTAGED OLDER YOUTH WITH AN OPPORTUNITY TO EARN A GED, HIGH SCHOOL EQUIVALENCY, OR HIGH SCHOOL DIPLOMA; OCCUPATIONAL SKILLS IN CONSTRUCTION; INDUSTRY RECOGNIZED CERTIFICATE(S); AND LEADERSHIP SKILLS WHILE ENGAGED IN COMMUNITY SERVICE PROJECTS. THERE ARE A TOTAL OF 67 STUDENTS IN THE PROGRAM. |
| Form 990, Part III, line 3 | Changes in Program Services | FORM 990, PART III, LINE 3: THE WORKFORCE INNOVATION IN REGIONAL ECONOMIC DEVELOPMENT (WIRED) GRANT PROGRAM, WHICH OPERATED FROM 5/1/2006 - 5/30/2010 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 CONVERED. ALL EMPLOYEES ARE RESPONSIBLE FOR KNOWING AND COMPLYING WITH ALL COMPANY POLICIES, AND SUPERVISORY STAFF ARE RESPONSIBLE FOR MONITORING COMPLIANCE OF THE 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 XI, Line 2c: AN AUDIT SERVICES REQUEST FOR PROPOSAL IS PERPARED 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 REQUEST FOR PROPOSAL 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Training Partners Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 892 Main Street Suite A | AddressLine1 |
| City | Pewaukee | City |
| State | WI | State |
| ZIP Code | 53072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391768580 | EIN |
| Primary Activity | Staffing Service (Inactive) | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | waukesha-ozaukee-washington workforce development inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -25 | ShareOfTotalIncome |
| Share Of EOY Assets | 2324 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Training Partners Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 0 | AmountInvolved |
Comments