2025-05-09T08:41:29-05:00 2024-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-07-01 391455735 WORKFORCE RESOURCE INC WORK 7152321028 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 RICHARD PRICE CHIEF EXECUTIVE OFFICER 7152321028 2025-05-05 1 1 QUINN DUGAN P02267768 6082741980 2025-05-05 2023 2025-03-06 01:10:19Z RICHARD PRICE 401 TECHNOLOGY DRIVE EAST 100 MENOMONIE WI 54751 10823629 0 X WWW.WORKFORCERESOURCE.ORG X 1983 WI EMPOWERING PEOPLE THROUGH EMPLOYMENT 7 7 232 10 0 0 8686485 10773124 59234 16531 10486 8456 13404 8231 8769609 10806342 1908558 2964674 0 0 5662887 6379219 47925 50995 105643 1688638 1517839 9308008 10912727 -538399 -106385 5444411 4854285 1546938 1063197 3897473 3791088 X THE MISSION OF WORKFORCE RESOURCE, INC. IS TO EMPOWER PEOPLE THROUGH EMPLOYMENT. 1 0 4385168 1541356 0 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. 1629504 249106 16531 OTHER PROGRAMS:THE INDEPENDENT LIVING PROGRAM PROVIDES SERVICES TO YOUTH WHO ARE AGING OUT OF FOSTER CARE. THE PRGORAM WAS AWARDED REGION 6 IN 2024 - NOW HAVE REGION 6 & REGION 7FAST FORWARD GRANTS FOCUS ON INDUSTRY TRAINING AND BASIC JOB SKILLS. 1605135 243934 0 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. REGION 8 WAS AWARDED TO ANOTHER PROVIDER AND WE STOPPED SERVICES ON SEPT 30, 2024.. WE STILL HAVE REGION 7. 838838 438093 0 TRANSITIONAL JOBS: WORKING WITH INDIVIDUALS WHO HAVE CHILD SUPPORT TO FIND THEM EMPLOYMENT THROUGH JOB SKILLS AND STIPENDS TO ENCOURAGE EMPLOYMENT TO CONTINUE THEIR SUPPORT. 592803 269287 0 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. 463629 174777 0 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. 308461 47940 0 WIOA YOUTH SERVICES:A TOTAL OF 127 YOUTH BETWEEN 14 AND 24 YEARS OF AGE WERE SERVED DURING THE 2023-2024 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 2023-2024: PLACEMENT IN EMPLOYMENT OR EDUCATION, FOURTH QUARTER RETENTION AND MEDIAN EARNINGS. THE YOUTH PROGRAM WAS COMPLETED IN APRIL 2024 WITH FINAL BILLING IN MAY 2024. 113855 181 0 SENIOR COMMUNITY EMPLOYMENT PROGRAM:THE SENIOR COMMUNITY EMPLOYMENT PROGRAM ASSISTS INDIVIDUALS OVER 55 TRANSITION INTO JOBS BY PROVIDING TRAINING AND WORK EXPERIENCE. CONTRACT WAS COMPLETED ON SEPT 30, 2023. 0 0 0 FEE PROGRAM: THEY HAVE SEVERAL PROGRAMS THEY WORK WITH - DVR, CCS, TICKET TO WORK, LEARN 2 EARN, IRIS. THIS PROGRAM WORKS WITH INDIVIDUALS WITH DISABILITES TO FIND THEM EMPLOYMENT THROUGH JOB SKILLS TRAINING AND CLASSES. 0 0 0 INNOVATION GRANT: WORKING WITH LOCAL BUSINESSES AND HIGH SCHOOLS TO PROMOTE SKILLS IN THE MANUFACTURING INDUSTRY THROUGH ENROLLMENT IN TRADE SCHOOLS. 2317586 930278 0 9937393 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 232 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 SARA JONES 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 92472 0 11539 RICHARD PRICE CHIEF INFORMATION OFFICER 40.00 X 69450 0 43399 161922 0 54938 0 0 0 0 INTEGRITEKDYNAMITE TECH 800 WISCONSIN ST SUITE 405G EAU CLAIRE WI 54703 IT SERVICES 277768 CLIFTON LARSON ALLEN 3402 OAKWOOD MALL DR EAU CLAIRE WI 54701 ACCOUNTING SERVICES/CONSULTING 116194 2 10597744 175380 10773124 PROGRAM INCOME 561300 16531 16531 16531 8456 8456 17287 17287 0 8231 8231 8231 10806342 16531 0 16687 2964674 2964674 202511 184569 16148 1794 4812740 4410365 362138 40237 218695 199319 17439 1937 777310 708440 61983 6887 367963 335361 29342 3260 1299 1299 52572 52572 50995 50995 469474 324114 145360 669 669 235250 223216 11501 533 92065 92065 306272 267369 38903 81755 78465 3290 10675 8342 2333 50524 50524 58975 58975 DUES & MEMBERSHIPS 30926 30926 127383 127383 10912727 9937393 869691 105643 2974313 2339858 1013959 1180734 95348 178190 247317 118404 2058979 1352647 596881 706332 516593 330767 5444411 4854285 657946 725684 366896 0 522096 337513 1546938 1063197 X 3860131 3735162 37342 55926 3897473 3791088 5444411 4854285 -106385 0 X X 0 1 X 1 1 1 X 8524670 7156769 7775917 8686485 10773124 42916965 8524670 7156769 7775917 8686485 10773124 42916965 42916965 58940 36953 39347 37047 25743 198030 177889 151912 55477 13404 8231 406913 43521908 228182 0.98610 0.98410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46396 46396 1543497 914415 629082 469086 438232 30854 706332 RIGHT-OF-USE-ASSET, OPERATING 330767 330767 OPERATING LEASE LIABILITY, NET 337513 337513 X 10870825 47196 47196 10823629 -17287 -17287 10806342 10977210 47196 17287 64483 10912727 0 10912727 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 -17,287. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSE 17,287. X X X 1 NANCY KRAFT W5261 BUTLER STREET SHELDON WI 54766 GRANT WRITING 0 0 50995 0 50995 WI 1 TRAINING & ASSISTANCE TO PARTICIPANTS - WIOA 1145 492004 TRAINING & ASSISTANCE TO PARTICIPANTS - FSET 1060 243934 TRAINING & ASSISTANCE TO PARTICIPANTS - W-2 862 1541356 TRAINING & ASSISTANCE TO PARTICIPANTS - IL 509 117220 TRAINING & ASSISTANCE TO PARTICIPANTS - TJ 723 438093 TRAINING & ASSISTANCE TO PARTICIPANTS - OTHER 373 132067 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REGULATIONS. FORM 990, PART III, LINE 2 HOMELESS VETERANS' REINTEGRATION PROGRAM (HVRP) - WORKING WITH HOMELESS OR ON THE VERGE OF HOMELESSNESS VETERANS, ANTI-HUMAN TRAFFICKING (AHT) WORKING WITH INDIVIDUALS UNDER THE AGE OF 23 WHO HAVE BEEN TRAFFICKED. 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. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR.