2024-03-26T08:23:01-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4150 2ND STREET SOUTH SUITE 400 ST CLOUD MN 56301 990 2022-07-01 411487964 SOUTHWEST MINNESOTA PRIVATE INDUSTRY COUNCIL INC SOUT 5074764060 607 WEST MAIN STREET MARSHALL MN 56258 RON ANTONY BOARD CHAIR 5074764060 2024-03-21 1 RON ANTONY 999009999 1 KRISTIN L SCHMIDT P01487323 3202035500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARRIE BENDIX 607 WEST MAIN STREET MARSHALL MN 56258 3394838 0 X WWW.SWMNPIC.ORG X 1984 MN PROVIDE EMPLOYMENT AND TRAINING SERVICES TO RESIDENTS AND BUSINESSES ACROSS SOUTHWESTERN MINNESOTA. 8 7 114 7 0 0 3338438 3364231 20315 20311 286 2707 1930 7589 3360969 3394838 762247 825331 0 0 1860540 1811352 0 0 0 632376 754389 3255163 3391072 105806 3766 1518179 1609502 287365 374922 1230814 1234580 X BUILDING TOMORROW'S WORKFORCE THROUGH TRAINING, LEADERSHIP, AND ECONOMIC DEVELOPMENT. 0 0 388152 226024 0 STATE DISLOCATED WORKER PROGRAM (STATE DLW) IS DESIGNED TO PROVIDE DIRECT TRAINING AND EMPLOYMENT SERVICES TO DISLOCATED WORKERS ELIGIBLE UNDER PROGRAM GUIDELINES. 901202 95534 0 WELFARE-TO-WORK (W-T-W) PROGRAMS ARE DESIGNED FOR INDIVIDUALS WHO RECEIVE PUBLIC ASSISTANCE. PROGRAMS INCLUDE: MINNESOTA FAMILY INVESTMENT PROGRAM (MFIP), DIVERSIONARY WORK PROGRAM (DWP), AND SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP).TRAINING AND SUPPORT SERVICES ARE PROVIDED FOR ELIGIBLE PARTICIPANTS. MFIP/DWP IS A COMPREHENSIVE, WORK-FOCUSED, WELFARE REFORM PROGRAM FOR FAMILIES FOR JOB SKILL DEVELOPMENT, WORK EXPERIENCE OPPORTUNITIES AND TO DEVELOP WORK HISTORY. THE PROGRAM PROVIDES SUPPORT SERVICES TO ALLOW INDIVIDUALS TO MEET THEIR EMPLOYMENT PLANS. THE INTENT IS TO INCREASE INCOME WHILE PROMOTING SELF-ESTEEM AND INDEPENDENCE AND EVENTUALLY MOVE FAMILIES OFF THE PUBLIC ASSISTANCE PROGRAMS. 416467 227623 0 WORKFORCE INNOVATION & OPPORTUNITY ACT (WIOA): WIOA IS FUNDED THROUGH THE DEPARTMENT OF LABOR AND DESIGNED TO ASSIST INDIVIDUALS WITH CAREER ASSESSMENT, TRAINING AND EMPLOYABILITY SKILLS LEADING TO THE ULTIMATE GOAL OF ACHIEVING SELF-SUFFICIENCY.ADULT SERVICES ARE DESIGNED TO ASSIST INDIVIDUALS WHO FACE SIGNIFICANT BARRIERS TO EMPLOYMENT. THE ADULT PROGRAM PRIORITIZES INDIVIDUALS WHO RECEIVE PUBLIC ASSISTANCE, INDIVIDUALS LIVING WITH LOW INCOMES, AND VETERANS WITHIN THESE GROUPS. FOR EACH CUSTOMER, THE OVERARCHING GOAL IS EMPLOYMENT OR ENHANCEMENT WITHIN HIS OR HER OCCUPATION. CAREER SPECIALISTS WORK THE ADULT PROGRAM CUSTOMERS TO INCREASE THEIR EARNINGS, OBTAIN AND RETAIN EMPLOYMENT, AND DIVERSIFY THEIR OCCUPATIONAL SKILL SETS.TO QUALIFY FOR ADULT SERVICES, AN INDIVIDUAL MUST BE AT LEAST 18 YEARS OF AGE AND MEET LOCAL PRIORITY GROUPS AND FEDERALLY ESTABLISHED INCOME GUIDELINES. WHEN ELIGIBLE JOB SEEKERS FIRST ENROLL IN THE ADULT PROGRAM, THEY PARTICIPATE IN A PRELIMINARY ASSESSMENT OF SKILL LEVELS, APTITUDES, AND ABILITIES. NEXT, CUSTOMERS HAVE ACCESS TO A VARIETY OF SERVICES AND SUPPORT AS NEEDED TO ATTAIN THEIR EMPLOYMENT GOALS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO: - JOB POSTINGS VIA MINNESOTAWORKS.NET - TRANSPORTATION - TRAINING FOR SKILLS NECESSARY FOR IN-DEMAND JOBS - CLASSROOM TRAINING - ON-THE-JOB TRAINING - VOCATIONAL AND PERSONAL COUNSELING - LABOR MARKET INFORMATION - SUPPORT SERVICES - RESOURCE AREAS AND TECHNOLOGY EQUIPMENT - REFERRALS TO OTHER AGENCIES DISLOCATED WORKER PROGRAM (WIOA AND STATE) IS DESIGNED FOR INDIVIDUALS WHO HAVE LOST THEIR JOB DUE TO NO FAULT OF THEIR OWN AND INCLUDE:- INDIVIDUALS WHO HAVE RECEIVED A LETTER ANNOUNCING A LAYOFF OR HAVE ALREADY BEEN PERMANENTLY LAID OFF- INDIVIDUALS WHO WORKED FOR A BUSINESS THAT IS CLOSING OR HAS CLOSED- FARMERS WHO ARE IN THE PROCESS OF LOSING OR HAVE LOST THEIR FARM- BUSINESS OWNERS WHO ARE IN THE PROCESS OF LOSING OR HAVE LOST THEIR BUSINESS DUE TO ECONOMIC CONDITIONSDISLOCATED WORKER SERVICES ARE DESIGNED TO ASSIST DISLOCATED WORKERS IN GETTING BACK TO WORK AS QUICKLY AS POSSIBLE AND OVERCOME BARRIERS TO EMPLOYMENT SUCH AS:- DIFFICULTY TRANSFERRING SPECIALIZED SKILLS TO OTHER OCCUPATIONS OR INDUSTRIES- A DECLINE IN THE MARKET DEMAND FOR CERTAIN SKILLS- AGE OR LENGTH OF WORK EXPERIENCE- NEED FOR FORMAL TRAINING OR EDUCATION; AND/OR- LACK OF JOBS WITH EARNINGS AT A LEVEL COMPARABLE TO THEIR PREVIOUS POSITIONS (RETRAINING IS PROVIDED AS NEEDED TO TRANSITION TO EMPLOYMENT)SERVICES ARE CUSTOM TAILORED TO MEET AN INDIVIDUAL WORKER'S SPECIFIC NEEDS. WORKING ONE-ON-ONE WITH A CAREER SPECIALIST, THE CUSTOMER WILL DEVELOP A PLAN FOR EMPLOYMENT THAT INCLUDES:- CAREER PLANNING AND COUNSELING- JOB SEARCH AND PLACEMENT SERVICES- COUNSELOR-APPROVED TRAINING- OTHER SUPPORT SERVICESSERVICES OFFERED THROUGH THE ADULT OR DISLOCATED WORKER PROGRAMS INCLUDE:- SKILL TRAINING IN READING, MATH, JOB AND LIFE SKILLS- POST-HIGH SCHOOL EDUCATION ASSISTANCE- GOAL SETTING- CAREER COUNSELING AND EXPLORATION- TESTS AND ASSESSMENTS TO FIND INTEREST LEVELS AND SKILLS- REFERRALS TO OTHER SERVICE AGENCIES THAT MAY BE OF ASSISTANCE TO AN INDIVIDUAL- PAID WORK EXPERIENCE PROGRAMS WITH LOCAL EMPLOYERS- JOB PLACEMENT ASSISTANCE- ASSISTANCE WITH RESUMES, JOB APPLICATIONS, AND INTERVIEW PREPARATIONS- ON-THE-JOB TRAINING OPPORTUNITIES- EMPLOYMENT AND JOB SEARCH WORKSHOPSYOUTH AND YOUNG ADULT PROGRAMS: WORKS IN PARTNERSHIP TO ENSURE THAT ALL YOUTH HAVE ACCESS TO THE SERVICES THEY NEED TO BECOME SELF-SUFFICIENT ADULTS. PROGRAMS INCLUDE WIOA YOUTH, MINNESOTA YOUTH PROGRAM, YOUTH INTERVENTION PROGRAM, COMPETITIVE GRANTS, AND FOUNDATION GIFTS.AVAILABLE SERVICES INCLUDE:- PAID WORK EXPERIENCE- JOB KEEPING AND SEEKING ASSISTANCE- CAREER EXPLORATION AND ASSISTANCE- POST-SECONDARY EDUCATION ASSISTANCE- CAREER PATHWAY TRAINING 1310127 276150 20311 OTHER PROGRAM SERVICES: ADDITIONAL PROJECTS OFFER OPPORTUNITIES FOR UNEMPLOYED, UNDER-EMPLOYED, AND/OR LOW WAGE AND UNDERPREPARED ADULTS TO PREPARE FOR AND ENTER A CAREER PATHWAY THAT LEADS TO LONG-TERM, STABLE EMPLOYMENT IN DEMAND OCCUPATIONS IN THE REGION. THEY HELP WORKERS WITH ACADEMIC GAPS TO MOVE INTO THE EDUCATIONAL ARENA, DEVELOP STUDY SKILLS, AND INCREASE THEIR ACADEMIC POTENTIAL. MOST OF THE PROJECTS OFFER CAREER NAVIGATOR SUPPORT AND SUPPORTIVE SERVICES AS NEEDED TO HELP THE PARTICIPANTS SUCCEED IN THEIR TRAINING. 1310127 276150 20311 3015948 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X X PAMELA RUSSELL 5074764061 607 WEST MAIN STREET MARSHALL MN 56258 CARRIE BENDIX EXECUTIVE DIRECTOR 45.00 X 94303 0 12000 PAMELA RUSSELL FISCAL MANAGER 34.00 X 60866 0 8648 JUANITA LAURITSEN SECRETARY 2.00 X X 390 0 0 JOHN POPOWSKI DIRECTOR 1.00 X 390 0 0 GARY HENDRICKX DIRECTOR 1.00 X 325 0 0 JOHN ROIGER CHAIR 2.00 X X 325 0 0 RON ANTONY VICE CHAIR 1.00 X X 260 0 0 BETH VAN HOVE DIRECTOR 1.00 X 130 0 0 ANDY EASLEY DIRECTOR 1.00 X 0 0 0 156989 0 20648 0 0 0 0 0 3344144 20087 3364231 CONTRACTED SERVICES 561000 20311 20311 20311 2707 2707 7589 0 7589 7589 7589 3394838 20311 0 10296 X 825331 825331 216470 32597 183873 1209002 1150082 58920 38973 36713 2260 237119 220400 16719 109788 93691 16097 23939 23939 413461 370462 42999 3992 3598 394 77048 66070 10978 8141 6783 1358 109616 109195 421 56161 52098 4063 3417 3247 170 874 106 768 24448 24257 191 11507 7580 3927 DUES & SUBSCRIPTIONS 16330 9066 7264 STAFF TRAINING 4552 3769 783 OTHER 903 903 3391072 3015948 375124 0 169634 124801 534392 637792 338365 334606 64943 724 20399 20513 763714 397716 390446 365998 0 125068 1518179 1609502 215005 262361 12122 979 57865 44224 2373 67358 287365 374922 X 1019766 1037818 211048 196762 1230814 1234580 1518179 1609502 3766 0 X 0 1 X 1 1 1 X 3326697 3286900 3246289 3338438 3364231 16562555 3326697 3286900 3246289 3338438 3364231 16562555 16562555 659 615 204 1791 10296 13565 15 725 25 425 1190 16577310 117872 0.99910 0.99970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 15. 2019 AMOUNT: $ 725. 2020 AMOUNT: $ 25. 2021 AMOUNT: $ 425. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 50000 50000 531347 221233 310114 182367 176483 5884 365998 RIGHT-OF-USE-ASSETS 65068 DEPOSIT 60000 125068 LEASE LIABILITIES 67358 67358 X 3394838 0 3394838 0 3394838 3391072 0 3391072 0 3391072 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A PRIVATE NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR UNRELATED BUSINESS INCOME. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). 1 TRAINING WAGE ASSISTANCE 99 35748 N/A N/A TUITION 235 572526 N/A N/A LICENSE FEES 77 25401 N/A N/A TRAINING MATERIALS 62 38350 N/A N/A CLIENT TRANSPORTATION 363 99659 N/A N/A CLIENT SUPPORT SERVICES 134 53647 N/A N/A PART I, LINE 2: THE ORGANIZATION CONDUCTS THE FOLLOWING PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS TO INDIVIDUALS: 1) TIMELINESS AND ACCURACY OF REQUIRED REPORTS ARE REVIEWED PERIODICALLY. 2) STAFF WILL CONDUCT AN ON-SITE VISIT OF EACH CONTRACT OR SUB-GRANTEE A MINIMUM OF ONCE DURING THE GRANT PERIOD. THIS MAY BE COMBINED WITH A FISCAL/COMPLIANCE REVIEW. 3) A FORMAL ON-SITE COMPLIANCE REVIEW WILL BE CONDUCTED WITHIN 45 DAYS OF ANY ON-SITE VISIT AND A REPORT ISSUED WHEN THERE ARE FINDINGS, CORRECTIVE ACTION RECOMMENDATIONS OR QUESTIONED COSTS IDENTIFIED IN THE MONITORING REPORT. 4) ADDITIONAL ON-SITE MONITORING VISITS WILL BE CONDUCTED AS DEEMED NECESSARY IN ORDER TO ENSURE COMPLIANCE. 5) ADDITIONAL INFORMAL MONITORING IN THE FORM OF PHONE CALLS AND EMAILS MAY OCCUR AT STAFF DISCRETION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WILL BE DISTRIBUTED TO THE PIC BOARD MEMBERS EITHER AT ONE OF THEIR NEXT MONTHLY MEETINGS OR VIA EMAIL/MAIL FOR THEIR REVIEW. THE BOARD WILL VOTE TO APPROVE THE FORM 990 BEFORE IT WILL BE SIGNED BY THE PIC BOARD CHAIR AND THEN SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL PIC BOARD MEMBERS AND STAFF ON AN ANNUAL BASIS IN THE MONTH OF JULY. ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO REVIEW THE POLICY AND TURN IN THE SIGNED ACKNOWLEDGEMENT (TO THE PIC ADMIN OFFICE) THAT THEY HAVE READ THE POLICY AND AGREE TO ABIDE BY IT. ACKNOWLEDGEMENTS SIGNED/SUBMITTED BY STAFF ARE RETAINED IN A FILE BY THE EXECUTIVE ASSISTANT. ACKNOWLEDGEMENTS SIGNED/SUBMITTED BY PIC BOARD MEMBERS ARE RETAINED IN A FILE BY THE FISCAL MANAGER. NO OFFICER, AGENT, OR EMPLOYEE SHALL PARTICIPATE IN THE AWARD OR ADMINISTRATION OF A CONTRACT IF THE OFFICER, AGENT, OR EMPLOYEE OF THE SW MN PIC, ANY MEMBER OF HIS/HER IMMEDIATE FAMILY, HIS/HER PARTNER, OR AN ORGANIZATION WHICH EMPLOYS OR IS ABOUT TO EMPLOY ANY OF THE ABOVE HAS A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR AN AWARD. INDIVIDUALS WHO IDENTIFY A CONFLICT OF INTEREST WILL EXCUSE THEMSELVES FROM VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL EVALUATION/REVIEW IS HELD BETWEEN THE EXECUTIVE DIRECTOR AND THE PIC BOARD OF DIRECTORS. SALARY INCREASES ARE CALCULATED BY USING A SCORE FROM THE EVALUATION/REVIEW WITH THE PAY SCALES IN PLACE. THE PAY SCALES ARE ESTABLISHED ANNUALLY BY THE BOARD OR AT THE BOARD'S DISCRETION. THIS REVIEW WAS LAST PERFORMED IN 2023. AN ANNUAL EVALUATION/REVIEW IS HELD WITH ALL EMPLOYEES, INCLUDING KEY MANAGERS. THE EXECUTIVE DIRECTOR CONDUCTS THE REVIEWS OF THE MANAGERS. SALARY INCREASES ARE CALCULATED BY USING A SCORE FROM THE EVALUATION/REVIEW WITH THE PAY SCALES IN PLACE. THE PAY SCALES ARE ESTABLISHED ANNUALLY BY THE BOARD OR AT THE BOARD'S DISCRETION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR COSTS AND OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 370,462. MANAGEMENT AND GENERAL EXPENSES 42,999. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 413,461.