2011-02-10T13:37:09-06:00 2010-06-30 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2009-07-01 391657328 Waukesha Ozaukee Washington Workforce Development Inc WAUK 2626957880 892 Main Street No A Pewaukee WI 530725809 Ralph Szewczykowski 2626957891 2011-02-10 1 Jean Christensen 6082741980 2011-02-10 2009 2016-02-24 21:20:13Z Francisco Sanchez 892 Main Street No A Pewaukee WI 530725809 6469600 0 X www.wowwdb.org X 1990 WI The Corporation is dedicated to providing the highest quality and most effective workforce development services as needed by the residents and businesses in Waukesha, Ozaukee, and Washington Counties. 7 7 306 7 0 0 4928939 6252949 483457 205577 17233 11074 0 5429629 6469600 1720500 2673396 0 1809348 2016051 0 149777 1929482 1941363 5459330 6630810 -29701 -161210 1754679 1473136 1166101 1045768 588578 427368 The Corporation is dedicated to providing the highest quality and most effective workforce development services as needed by the residents and businesses in Waukesha, Ozaukee, and Washington Counties. 1 1 1687413 369367 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. 2385501 1730144 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. 621696 85234 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. 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 205577 Other 1243217 420939 205577 5937827 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 306 1 0 0 0 0 0 0 0 0 0 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X Ralph Szewczykowski 2626957891 892 Main Street Suite A Pewaukee WI 53702 John Heyer 1.00 X X 0 0 0 Robert Blair 1.00 X X 0 0 0 Marc Jorgensen 1.00 X 0 0 0 Don Rouse 1.00 X 0 0 0 Dorothy Thompson 1.00 X 0 0 0 Mary Wehrheim 1.00 X 0 0 0 Sandy Wirth 1.00 X 0 0 0 Francisco Sanchez 40.00 X 111933 0 18565 Ralph Szewczykowski 40.00 X 60816 0 20389 172749 0 38954 1 0 0 0 Organizational Design Corporation 8119 Chestnut Street Wauwatosa WI 53213 Wired Grant Coordination, Planning 122775 1 6252949 6252949 job center operations 900099 141730 141730 Fee Based Services (Jo 900099 35882 35882 WAJTE/WWDA ASSOCIATION 900099 27965 27965 205577 11074 11074 6469600 205577 0 11074 2605684 2605684 67712 67712 182292 182292 1360937 1164974 123409 72554 81417 47391 29455 4571 276875 183572 78277 15026 114530 80299 28648 5583 550 550 17850 17850 366919 365519 1400 27274 3806 1582 21886 92912 76120 12679 4113 560 560 187867 145301 32123 10443 45933 35816 8981 1136 44196 34232 9332 632 2987 2987 37123 28587 8222 314 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 17196 15418 1778 6630810 5937827 543206 149777 70104 117588 647747 499725 988531 797974 36857 47170 164516 164516 0 0 11440 10679 1754679 1473136 1154798 1045768 11303 0 1166101 1045768 X 588578 427368 588578 427368 1754679 1473136 X 0 1 1 X 1 1 X 3865520 3131880 3059293 4928939 6252949 21238581 3865520 3131880 3059293 4928939 6252949 21238581 21238581 11277 23344 27111 17233 11074 90039 204746 267950 226130 483457 205577 1387860 22716480 1387860 0.93490 0.93230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164516 164516 0 0 0 6469600 6630810 -161210 0 -161210 6551190 81590 81590 6469600 0 6469600 6712400 81590 81590 6630810 0 6630810 Part X: Description of Uncertain Tax Positions Under FIN 48: 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. 1 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 501(c)(3) 80104 Case Management Services 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 501(c)(3) 149833 WIRED Demonstration ProjectWIRED Transformation Investment ProjectWIRED Planning Capacity Project LA CASA DE ESPERANZA INC 410 ARCADIAN AVENUE WAUKESHA WI 53186 391144446 501(c)(3) 140444 YouthBuild/Building Futures Project MILWAUKEE PUBLIC SCHOOLS PO BOX 2181 5225 W VLIET STREET ROOM 29 milwaukee WI 53201 396003457 63054 WIRED Exploratory ProjectWIRED Building the Water Generation Project WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES INC 4425 N Port Washington Rd Ste 402 milwaukee WI 53212 396068752 501(c)(3) 82785 WIRED Exploratory ProjectWIRED Implementation Project ENGINEERS & SCIENTISTS OF MILWAUKEE INC 1300 W Canal Street Ste 200 milwaukee WI 53233 390854863 501(c)(3) 5177 WIRED Exploratory Project RUNNING REBELS COMMUNITY ORGANIZATION 1300A W FOND DU LAC AVENUE milwaukee WI 53205 393910464 501(c)(3) 10310 WIRED Exploratory Project 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 501(c)(3) 120864 WIRED Demostration Project JOBS FOR THE FUTURE INC 88 Broad Street 8th Floor Boston MA 02110 061164568 501(c)(3) 30000 WIRED Demonstration Project 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 501(c)(3) 28695 WIRED Regional Prosperity Index Project 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 115 134120 WIRED Transformation Investment Project 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 501(c)(3) 9648 WIRED Exploratory Project 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 501(c)(3) 17500 WIRED Demonstration Projects BIZSTARTS MILWAUKEE INC CO MILWAUKEE ECONOMIC DEVELOPMENT CORP 809 N BROADWAY milwaukee WI 53202 291766033 501(c)(3) 151575 WIRED Demonstration ProjectsWIRED Implementation Project SPOTTED EAGLE INC 3134 W STATE STREET milwaukee WI 53218 391213607 501(c)(3) 39103 WIRED Implementation Project 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 115 42747 WIRED Planning Capacity Project 15 22 Supportive Services (transportation and child care assistance) to WIA participants. 147 67712 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All subcontractors are required to submit Monthly Financial Reports (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. 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. Training Partners Inc 892 Main Street Suite A Pewaukee WI 53072 391768580 Staffing Service (Inactive) WI waukesha-ozaukee-washington workforce development inc C -25 2324 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 Training Partners Inc M 0