2024-05-09T15:11:23-05:00 2023-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 401 MADISON WI 53713 990 2022-07-01 391455735 WORKFORCE RESOURCE INC WORK 7152321028 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 CHRISTIAN BLAISDELL CHIEF EXECUTIVE OFFICER 7152321412 2024-05-09 1 CHRISTIAN BLAISDELL 999009999 1 QUINN DUGAN P02267768 6082741980 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTIAN BLAISDELL 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 8796170 0 X WWW.WORKFORCERESOURCE.ORG X 1983 WI EMPOWERING PEOPLE THROUGH EMPLOYMENT 7 7 265 10 0 0 7775917 8686485 109292 59234 9990 10486 55477 13404 7950676 8769609 2386371 1908558 0 0 4167140 5662887 35108 47925 99302 1435247 1688638 8023866 9308008 -73190 -538399 5013026 5444411 577154 1546938 4435872 3897473 X THE MISSION OF WORKFORCE RESOURCE, INC. IS TO EMPOWER PEOPLE THROUGH EMPLOYMENT. 0 0 2777937 558210 19915 WISCONSIN WORKS (W-2) PROGRAMS: WORKFORCE RESOURCE, INC. IS CONTRACTED WITH THE STATE OF WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES TO OPERATE WISCONSIN WORKS (W-2) PROGRAMS IN ASHLAND, BARRON, BAYFIELD, BURNETT, CHIPPEWA, CLARK, DOUGLAS, DUNN, EAU CLAIRE, IRON, PIERCE, POLK, RUSK, ST. CROIX, SAWYER, AND WASHBURN COUNTIES.THE GOAL OF WISCONSIN WORKS (W-2) IS TO PROVIDE NECESSARY AND APPROPRIATE SERVICES TO PREPARE INDIVIDUALS TO WORK, AND TO OBTAIN AND MAINTAIN VIABLE, SELF-SUSTAINING EMPLOYMENT, WHICH WILL PROMOTE ECONOMIC GROWTH. W-2 IS DESIGNED TO ENSURE THAT EVERYONE IN WISCONSIN SHARES IN OUR ECONOMIC OPPORTUNITIES.WISCONSIN WORKS (W-2) IS BASED ON WORK PARTICIPATION AND PERSONAL RESPONSIBILITY. THE PROGRAM PROVIDES EMPLOYMENT PREPARATION SERVICES, CASH MANAGEMENT AND CASH ASSISTANCE TO ELIGIBLE FAMILIES.WORKFORCE RESOURCE, INC. ASSISTED 585 INDIVIDUAL CLIENTS DURING THE FISCAL YEAR. 100 INDIVIDUALS WERE ASSISTED INTO FULLTIME EMPLOYMENT. 1951944 788054 14184 OTHER PROGRAMS:THE INDEPENDENT LIVING PROGRAM PROVIDES SERVICES TO YOUTH WHO ARE AGING OUT OF FOSTER CARE.FAST FORWARD GRANTS FOCUS ON INDUSTRY TRAINING AND BASIC JOB SKILLS. 1892844 287487 13570 FOOD SHARE EMPLOYMENT AND TRAINING (FSET):THE FSET PROGRAM IS AN EMPLOYMENT AND TRAINING PROGRAM OPERATED AS PART OF THE FEDERAL SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), WHICH IS KNOWN AS FOODSHARE (FS) IN WISCONSIN. BOTH FS AND ITS FSET COMPONENT ARE ADMINISTERED BY THE WISCONSIN DEPARTMENT OF HEALTH SERVICES (DHS).ACCORDING TO THE FEDERAL FOOD AND NUTRITION ACT OF 2008, THE PURPOSE OF FSET IS TO PROVIDE FS MEMBERS WITH OPPORTUNITIES TO GAIN SKILLS, TRAINING AND EXPERIENCE NEEDED TO IMPROVE EMPLOYMENT PROSPECTS AND REDUCE RELIANCE ON FS BENEFITS. THE PROGRAM ALSO OFFERS FS MEMBERS A WAY TO MEET THE WORK REQUIREMENTS STIPULATED IN THE FOOD AND NUTRITION ACT OF 2008.THE GOAL OF FSET IS TO PROVIDE FS MEMBERS THE ASSISTANCE AND SUPPORT THEY NEED TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT. THE OBJECTIVE OF FSET IS TO DRAW UPON THE STRENGTHS, NEEDS AND PREFERENCES OF INDIVIDUAL JOB SEEKERS BY OFFERING AN ARRAY OF EMPLOYMENT AND TRAINING SERVICES INTENDED TO FACILITATE AN EFFICIENT USE OF RESOURCES TO ASSIST FSET VOLUNTEERS TO MOVE PROMPTLY INTO UNSUBSIDIZED EMPLOYMENT. IN ADDITION TO EMPLOYMENT AND TRAINING SERVICES, THE FSET PROGRAM OFFERS ASSISTANCE TO FS MEMBERS WHILE THEY LOOK FOR WORK. OFFERED ASSISTANCE INCLUDES HELP WITH RESUMES AND APPLICATIONS, TRANSPORTATION SUPPORT, WORK-READINESS WORKSHOPS, INTERVIEW ASSISTANCE, AND WORK EXPERIENCE VOLUNTEER PLACEMENTS. TOTAL PARTICIPANTS SERVED LAST YEAR WAS 2,385 WITH 1,144 ENTERING EMPLOYMENT. 670137 191 4804 SENIOR COMMUNITY EMPLOYMENT PROGRAM:THE SENIOR COMMUNITY EMPLOYMENT PROGRAM ASSISTS INDIVIDUALS OVER 55 TRANSITION INTO JOBS BY PROVIDING TRAINING AND WORK EXPERIENCE. 399265 78050 2862 WIOA YOUTH SERVICES:A TOTAL OF 127 YOUTH BETWEEN 14 AND 24 YEARS OF AGE WERE SERVED DURING THE 2022-2023 PROGRAM YEAR. SERVICES INCLUDED ASSESSMENT, CAREER PLANNING, PRE-EMPLOYMENT SKILL DEVELOPMENT, WORK EXPERIENCE, BASIC SKILLS EDUCATION, ALTERNATIVE EDUCATION, SCHOOL-TO-WORK TRANSITION SERVICES, OCCUPATIONAL SKILLS TRAINING, JOB READINESS TRAINING, JOB SEARCH PREPARATION AND JOB PLACEMENT. YOUTH ARE ELIGIBLE TO PARTICIPATE IN WORK EXPERIENCE AT VARIOUS PUBLIC AND PRIVATE WORKSITES WHERE THEY MASTERED BOTH WORK MATURITY AND JOB SPECIFIC SKILLS. WORKFORCE RESOURCE, INC. EXCEEDED FOUR YOUTH PERFORMANCE MEASURES IN 2022-2023: PLACEMENT IN EMPLOYMENT OR EDUCATION, FOURTH QUARTER RETENTION AND MEDIAN EARNINGS. 338230 141372 2425 WIOA ADULT SERVICES:WORKFORCE RESOURCE, INC. SERVED 122 ADULTS. SERVICES TO THESE INDIVIDUALS INCLUDED ASSESSMENT, CAREER PLANNING, PRE-EMPLOYMENT SKILLS DEVELOPMENT, BASIC SKILL EDUCATION, WORK EXPERIENCE, JOB READINESS TRAINING, OCCUPATIONAL SKILLS TRAINING, ON-THE-JOB TRAINING, JOB SEARCH PREPARATION AND JOB PLACEMENT. DURING THE PROGRAM YEAR 77% OF THE INDIVIDUALS WHO EXITED WERE EMPLOYED DURING THE SECOND QUARTER AFTER EXITING, AND 71.8% RETAINED THAT EMPLOYMENT IN THE FOURTH QUARTER AFTER EXITING. THE THREE-MONTH MEAN-EARNINGS FOR ALL ADULTS WAS $7,000. WORKFORCE RESOURCE, INC. EXCEEDED THE GOAL FOR THE CREDENTIAL PERFORMANCE MEASURE. 205593 55194 1474 WIOA DISLOCATED WORKERS SERVICES:A TOTAL OF 119 DISLOCATED WORKERS WERE SERVED UNDER DISLOCATED WORKER AND RAPID RESPONSE GRANTS. DURING THE PROGRAM YEAR 78.9% OF THE PARTICIPANTS WHO EXITED THE PROGRAM WERE WORKING DURING THE SECOND QUARTER AFTER EXITING AND 83.5% RETAINED THEIR EMPLOYMENT DURING THE FOURTH QUARTER AFTER EXITING. SERVICES INCLUDED ASSESSMENT, CAREER PLANNING, OCCUPATIONAL SKILLS TRAINING, ON-THE-JOB TRAINING, BASIC SKILLS DEVELOPMENT, JOB SEARCH PREPARATION AND JOB PLACEMENT. THE THREE-MONTH MEAN EARNINGS FOR ALL WIOA DISLOCATED WORKERS WAS $10,082. 1613225 274807 11565 8235950 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 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 0 265 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JACKIE GREENE 7152321028 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 BRAD GRINGRAS CHAIRPERSON 1.00 X X 0 0 0 PAMELA GUTHMAN SECRETARY/TREASURER 1.00 X X 0 0 0 ADAM ASHLEY DIRECTOR 1.00 X 0 0 0 JEREMY KILEY DIRECTOR 1.00 X 0 0 0 JOSHUA POTTER-EFRON DIRECTOR 1.00 X 0 0 0 SHERRI SCHEIDLER DIRECTOR 1.00 X 0 0 0 KATHY WELKE DIRECTOR 1.00 X 0 0 0 CHRISTIAN BLAISDELL CEO 40.00 X 67685 0 0 RICHARD PRICE CHIEF INFORMATION OFFICER 40.00 X 87989 0 29148 155674 0 29148 0 0 0 0 CLIFTON LARSON ALLEN 3402 OAKWOOD MALL DR 100 EAU CLAIRE WI 54701 ACCOUNTING SERVICES/CONSULTING 338320 NORTHWEST CEP INC 422 THIRD ST SUITE 200 ASHLAND WI 54806 EDUCATION SERVICES 220355 INTEGRITEKDYNAMITE TECH 800 WISCONSIN ST SUITE 405G EAU CLAIRE WI 54703 IT SERVICES 154463 3 1279 8553072 132134 8686485 PROGRAM INCOME 561300 59234 59234 59234 10486 10486 26561 26561 0 0 13404 13404 13404 8769609 59234 0 23890 1908558 1908558 184822 167532 15561 1729 4209561 3845967 327234 36360 173827 157566 14635 1626 785948 712425 66171 7352 308729 279848 25993 2888 735 735 45338 45338 47925 47925 523275 224321 298954 3725 3725 173148 156380 15346 1422 84205 84205 341905 245327 96578 67998 61733 6265 17899 13386 4513 46037 46037 35794 35794 BAD DEBT 149929 149929 DUES & MEMBERSHIPS 9567 9567 189083 133650 55433 9308008 8235950 972756 99302 2706181 2974313 1334971 1013959 126146 95348 209184 247317 1899004 1302123 636544 596881 0 516593 5013026 5444411 577125 657946 29 366896 0 522096 577154 1546938 X 4395413 3860131 40459 37342 4435872 3897473 5013026 5444411 -538399 0 X 0 1 X 1 1 1 X 8042532 8524670 7156769 7775917 8686485 40186373 8042532 8524670 7156769 7775917 8686485 40186373 40186373 46087 58940 36953 39347 37047 218374 34146 177889 151912 55477 13404 432828 40837575 222286 0.98410 0.98330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46396 46396 1383522 875647 507875 469086 426476 42610 596881 RIGHT-OF-USE-ASSET, OPERATING 516593 516593 X 8796170 0 8796170 -26561 -26561 8769609 9334569 26561 26561 9308008 0 9308008 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS 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. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE -26,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE 26,561. X X 1 NANCY KRAFT W5261 BUTLER STREET SHELDON WI 54766 GRANT WRITING 0 0 47925 0 47925 WI 1 TRAINING AND OTHER ASSISTANCE PROVIDED TO WIOA/JOB OPPORTUNITY PARTICIPANTS 368 274616 TRAINING AND OTHER ASSISTANCE TO FSET JOB OPPORTUNITY PARTICIPANTS 1702 287487 TRAINING AND OTHER ASSISTANCE TO W-2 JOB OPPORTUNITY PARTICIPANTS 512 558210 SENIOR COMMUNITY EMPLOYMENT PROGRAM 117 191 INDEPENDENT LIVING 91 265398 OTHER PROGRAMS 208 522656 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR REVIEW WHEN IT IS RECEIVED FROM THE ACCOUNTANTS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WORKFORCE RESOURCE, INC. EMPLOYEES AND WORKFORCE RESOURCE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTEREST, DIRECT OR INDIRECT, IN ANY PROJECT WHICH THE CORPORATION IS OPERATING OR PROMOTING OR ANY CONTRACT RELATING TO ANY SUCH PROJECT. AT ORIENTATION, EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A DISCLOSURE OF INTEREST AND ANNUALLY WORKFORCE RESOURCE, INC. MANAGEMENT AND BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR DISCLOSURES. BOARD MEMBERS ARE NOT ALLOWED TO DISCUSS OR VOTE ON ANY ADMINISTRATIVE PURCHASE OF GOODS OR SERVICES; OR DISCUSS OR VOTE ON ANY MATTER WHICH WOULD PROVIDE DIRECT FINANCIAL BENEFIT TO THAT MEMBER OR AFFILIATED ORGANIZATION. NO EMPLOYEES OR BOARD MEMBERS WILL RECOMMEND OR DECIDE TO HIRE, PROMOTE OR ESTABLISH THE SALARY FOR MEMBERS OF HIS OR HER IMMEDIATE FAMILY. ALL VOUCHERS AND HIRING DECISIONS ARE REVIEWED AND APPROVED BY CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, OR DESIGNEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS BASED ON BUDGET AND REASONABILITY OF COMPENSATION. WORKFORCE RESOURCE, INC.'S BOARD DETERMINES COMPENSATION OF ALL EMPLOYEES BASED ON THE SALARY AND BENEFITS STUDY PROVIDED BY WORKNET. INCREASES ARE BASED ON OBJECTIVE DATA USED FOR REVIEWS AND PERFORMANCE INDICATORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS PART OF THE CODE OF CONDUCT AND IS ALSO AVAILABLE UPON REQUEST.