2024-02-02T07:25:29-06:00 2023-06-30 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990 2022-07-01 521322287 UPPER SHORE WORKFORCE INVESTMENT BOARD INC UPPE 4108275816 PO BOX 8 WYE MILLS MD 21679 DANIEL SCHNECKENBURGER EXECUTIVE DIRECTOR 4108275816 2024-01-29 1 DANIEL SCHNECKENBURGER 999009999 0 JAMES D MAYBURY CPA P01082211 4105465600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL SCHNECKENBURGER PO BOX 8 WYE MILLS MD 21679 2658539 0 X WWW.USWIB.ORG X 1984 MD PROVIDES JOB TRAINING TO DEVELOP OR ENHANCE SKILLS FOR ENTRY OR RE-ENTRY INTO THE WORKFORCE. 18 18 14 25 0 0 2157636 2657882 0 0 0 657 0 0 2157636 2658539 1118262 1450996 0 0 735434 942202 0 0 0 317497 295550 2171193 2688748 -13557 -30209 1379162 613113 1341786 605946 37376 7167 OUR MISSION IS TO PREPARE PEOPLE FOR TRAINING AND PREPARE PEOPLE FOR WORK. WE ARE COMMITTED TO ASSISTING EMPLOYERS WITH OCCUPATIONAL TRAINING THAT ADDRESSES JOBS IN DEMAND. 0 0 2518922 1450996 THE UPPER SHORE WORKFORCE INVESTMENT BOARD PROVIDES CAREER AND TRAINING SERVICES TO ECONOMICALLY DISADVANTAGED ADULTS, DISLOCATED WORKERS AND ECONOMICALLY DISADVANTAGED YOUTH PARTICIPANTS. THE UPPER SHORE WORKFORCE INVESTMENT BOARD MET OR EXCEEDED ALL UNITED STATES DEPARTMENT OF LABOR PERFORMANCE STANDARDS RELATED TO THE PERCENTAGE OF PARTICIPANTS WHO GOT A JOB, KEPT A JOB, EARNED A CREDENTIAL AND EARNED A PAYCHECK.THE UPPER SHORE WORKFORCE INVESTMENT BOARD CONTINUED THE IMPLEMENTATION OF THE WORKFORCE INNOVATION AND OPPORTUNITY ACT IN THE MARYLAND COUNTIES - CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT. 2518922 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 14 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X DANIEL SCHNECKENBURGER EXECUTIVE D 4108221716 PO BOX 8 WYE MILLS MD 216790008 GEORGE WEEKS VICE PRESIDENT 1.00 X 0 0 0 ERIC DANIELS DIRECTOR 1.00 X 0 0 0 JENA PAQUIN DIRECTOR 1.00 X 0 0 0 TOM TIMBERMAN DIRECTOR 1.00 X 0 0 0 CLIFFORD COPPERSMITH DIRECTOR 1.00 X 0 0 0 MARY ELLEN CARTER DIRECTOR 1.00 X 0 0 0 CONNIE OVERINGTON DIRECTOR 1.00 X 0 0 0 WILLIAM BAILEY DIRECTOR 1.00 X 0 0 0 JAMES CUTTER DIRECTOR 1.00 X 0 0 0 NELSON HILL DIRECTOR 1.00 X 0 0 0 ERIC KUSTER DIRECTOR 1.00 X 0 0 0 SCOTT WARNER DIRECTOR 1.00 X 0 0 0 NICK GRANDE DIRECTOR 1.00 X 0 0 0 ADAM TOLLEY DIRECTOR 1.00 X 0 0 0 TYLER PATTON DIRECTOR 1.00 X 0 0 0 JENIFER DUBOSQ DIRECTOR 1.00 X 0 0 0 DAN LESSARD PRESIDENT 1.00 X X 0 0 0 BEVERLY CHURCHILL DIRECTOR 1.00 X 0 0 0 DANIEL SCHNECKENBURGER EXECUTIVE DIRECTOR 40.00 X 104504 0 28394 104504 0 28394 1 0 0 0 CHESAPEAKE COLLEGE 1000 COLLEGE DRIVE WYE MILLS MD 21679 FISCAL AGENT SERVICES 157200 1 2657382 500 2657882 657 657 2658539 0 0 657 1450996 1450996 132897 103119 29778 636396 535793 100603 97937 78032 19905 19171 19171 55801 46608 9193 9485 9485 191472 191472 35679 35679 31413 31413 8903 8903 1593 1593 862 862 INDIRECT COSTS 16143 16143 2688748 2518922 169826 0 277582 605946 5778 11149 3982 8760 7167 1087042 0 1379162 613113 16764 17001 1325022 520066 0 68879 1341786 605946 X 28616 0 8760 7167 37376 7167 1379162 613113 -30209 0 X X 0 1 X 1 1 1 X 1565792 1496291 1274710 2157636 2657882 9152311 1565792 1496291 1274710 2157636 2657882 9152311 9152311 657 657 9152968 0.99990 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11149 3982 7167 7167 DUE TO FISCAL AGENT 68879 68879 X 2658539 0 2658539 0 2658539 2688748 0 2688748 0 2688748 PART X, LINE 2: USWIB ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. 1 TRAINING VOUCHERS AND SUPPORT PAID TO TRAINING INSTITUTIONS ON BEHALF OF PARTICIPANTS, NEED BASED PAYMENTS AND WORK BASED LEARNING ASSISTANCE. 736 1450996 PART I, LINE 2: THE USWIB USES THE MARYLAND WORKFORCE EXCHANGE, WHICH IS A DATABASE SET UP BY THE MARYLAND DEPARTMENT OF LABOR, LICENSING, AND REGULATION, TO MONITOR BOTH QUALITATIVE AND QUANTITATIVE DATA RELATED TO THE FEDERAL GRANTS THAT ARE ADMINISTERED BY THE MARYLAND DEPARTMENT OF LABOR AND PASSED THROUGH TO THE USWIB. IN ADDITION, A FISCAL AGENT (CHESAPEAKE COLLEGE) MAINTAINS THE BOOKS OF THE USWIB AND IS ACTIVELY INVOLVED IN THE GRANT MONITORING PROCESS. FORM 990, PART VI, SECTION A, LINE 7A THE COUNTY COUNCILS AND COMMISSIONS OF CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT COUNTIES APPOINT 13 OF THE 19 BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR. ONCE THE EXECUTIVE DIRECTOR HAS APPROVED THE FIRST DRAFT, ALL BOARD MEMBERS RECEIVE A COPY OF THE RETURN BEFORE THE RETURN IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AS FOLLOWS: NO EMPLOYEE, OFFICER OR AGENT OF THE GRANTEE OR AGENT OF THE GRANTEE OR SUBGRANTEE SHALL PARTICIPATE IN SELECTION, OR IN THE AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY FEDERAL FUNDS IF A CONFLICT OF INTEREST, REAL OR APPARENT, WOULD BE INVOLVED. SUCH CONFLICT WOULD ARISE WHEN: (I) THE EMPLOYEE, OFFICER OR AGENT (II) ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY (III) HIS OR HER PARTNER, OR (IV) AN ORGANIZATION WHICH EMPLOYS, OR IS ABOUT TO EMPLOY, ANY OF THE ABOVE, HAD A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR AN AWARD. ANY BOARD MEMBER, WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, MUST DISCLOSE THE FACT, IN WRITING TO THE BOARD CHAIRMAN AS SOON AS THE POTENTIAL CONFLICT OF INTEREST IS DISCOVERED AND, TO THE EXTENT POSSIBLE, BEFORE THE AGENDA FOR A MEETING INVOLVING THE MATTER AT ISSUE IS PREPARED. IF IT SHOULD BE DETERMINED DURING A MEETING THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER MUST VERBALLY DECLARE SUCH CONFLICT OF INTEREST, SUCH DECLARATION MUST BE CLEARLY NOTED IN THE MINUTES, AND SUCH BOARD MEMBER MUST EXCUSE HIM/HERSELF FROM THE REMAINDER OF THE DISCUSSION AND THE VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE UPPER SHORE WORKFORCE INVESTMENT BOARD (USWIB) HAS ENTERED INTO A FISCAL ADMINISTRATIVE AGENCY AGREEMENT WITH THE CHESAPEAKE COLLEGE (THE ADMINISTRATIVE ENTITY). THE EXECUTIVE DIRECTOR SHALL EXECUTE A CONTRACT OF EMPLOYMENT WITH THE ADMINISTRATIVE ENTITY. THE TERMS OF THE CONTRACT SHALL BE APPROVED BY BOTH THE ADMINISTRATIVE ENTITY AND USWIB. THE EXECUTIVE DIRECTOR SHALL BE PROVIDED THE SAME BENEFITS PROVIDED TO SIMILARLY SITUATED EMPLOYEES OF THE ADMINISTRATIVE ENTITY. THE BOARD RESERVES FULL AUTHORITY TO DETERMINE SALARY, BONUS OR OTHER COMPENSATION, VACATION AND OTHER BENEFITS SUBJECT TO COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS AND THE TERMS OF ANY BENEFIT PLANS SPONSORED BY THE ADMINISTRATIVE ENTITY. THE EXECUTIVE DIRECTOR SHALL BE ELIGIBLE TO PARTICIPATE IN ONE OF THE RETIREMENT PROGRAMS OFFERED BY THE ADMINISTRATIVE ENTITY, PROVIDED THAT THE EXPENSES OF SUCH PARTICIPATION SHALL BE PAID EITHER BY THE EXECUTIVE DIRECTOR OR FROM THE USWIB'S APPROVED BUDGET. THE ORGANIZATION CONDUCTED A POLL OF OTHER WIOA AREAS TO HELP DETERMINE THE EXECUTIVE DIRECTOR'S SALARY. THE ORGANIZATION HAS NO INFLUENCE ON ANY OTHER EMPLOYEE'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANY FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS OVERSEE THE INDEPENDENT AUDIT AND FINANCIAL INFORMATION.