2025-01-24T01:30:25-06:00 2024-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2023-07-01 593655316 TAMPA BAY WORKFORCE ALLIANCE INC TAMP 8132972064 4350 W CYPRESS STREET 875 TAMPA FL 336346392 SHEILA DOYLE SVP & CFO 8132972064 2025-01-21 1 1 CORINNE LAROCHE P01500189 3523781331 2025-01-20 2023 2025-03-06 01:10:19Z X CAREERSOURCE HILLSBOROUGH PINELLAS SHEILA DOYLE 4350 W CYPRESS STREET 875 TAMPA FL 336346392 19126718 0 X WWW.CAREERSOURCETAMPABAY.COM X 2000 FL TAMPA BAY WORKFORCE ALLIANCE INC., PROVIDES JOB TRAINING AND EMPLOYMENT COUNSELING FOR THOSE INDIVIDUALS WHO NEED EMPLOYMENT, PROMOTES EMPLOYMENT FOR LOW-INCOME AND UNDEREMPLOYED INDIVIDUALS, AND ASSISTS WELFARE RECIPIENTS, DISABLED WORKERS, PERSONS AFFECTED BY LAYOFFS, AND OTHER HARD-TO-PLACE WORKERS IN FINDING MEANINGFUL EMPLOYMENT. THE ORGANIZATION ALSO PROVIDES BUSINESS CLIENT SERVICES TO INCLUDE EMPLOYEE MATCHING ON THE JOB TRAINING, AND INCUMBENT WORKER TRAINING. 26 26 625 22 0 0 20669364 19079000 0 34948 2239 630 79622 12140 20751225 19126718 4086151 1406395 0 0 8377433 10180669 0 0 0 8492679 7498272 20956263 19085336 -205038 41382 5203796 4950871 4438638 4142815 765158 808056 X TAMPA BAY WORKFORCE ALLIANCE INC., PROVIDES JOB TRAINING AND EMPLOYMENT COUNSELING FOR THOSE INDIVIDUALS WHO NEED EMPLOYMENT, PROMOTES EMPLOYMENT FOR LOW-INCOME AND UNDEREMPLOYED INDIVIDUALS, AND ASSISTS WELFARE RECIPIENTS, DISABLED WORKERS, PERSONS AFFECTED BY LAYOFFS, AND OTHER HARD-TO-PLACE WORKERS IN FINDING MEANINGFUL EMPLOYMENT. THE ORGANIZATION ALSO PROVIDES BUSINESS CLIENT SERVICES TO INCLUDE EMPLOYEE MATCHING ON THE JOB TRAINING, AND INCUMBENT WORKER TRAINING. 0 0 7726864 1123912 WORKFORCE INNOVATION AND OPPORTUNITY ACT - STRIVES TO MEET THE NEEDS OF PARTICIPANTS IN GAINING SKILLS, TRAINING, WORK AND EXPERIENCE THAT WILL INCREASE PROGRAM PARTICIPANTS ABILITY TO OBTAIN SELF SUFFICIENCY. 4928511 60609 THE TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) PROGRAM - PROVIDES TEMPORARY FINANCIAL ASSISTANCE FOR PREGNANT WOMEN AND FAMILIES WITH ONE OR MORE DEPENDENT CHILDREN. TANF PROVIDES FINANCIAL ASSISTANCE TO HELP PAY FOR FOOD, SHELTER, UTILITIES, AND EXPENSES OTHER THAN MEDICAL. 2069501 WAGNER-PEYSER ACT FUNDED WORKFORCE PREPARATION SERVICES - GENERAL WAGNER-PEYSER ACT FUNDED WORKFORCE PREPARATION SERVICES ARE AN INTEGRATED COMPONENT OF THE NATION'S ONE-STOP CAREER CENTER SYSTEM. THEY ARE COORDINATED WITH OTHER ADULT PROGRAMS UNDER THE WORKFORCE INVESTMENT ACT TO ENSURE THAT JOB SEEKERS, WORKERS, AND EMPLOYERS HAVE CONVENIENT AND COMPREHENSIVE ACCESS TO A FULL CONTINUUM OF WORKFORCE-RELATED SERVICES. THE MOST DISTINGUISHING FEATURE OF THE WAGNER-PEYSER EMPLOYMENT SERVICE IS THAT IT IS THE ONLY "UNIVERSALLY ACCESSIBLE" PUBLIC WORKFORCE PROGRAM. 3062172 221874 47088 OTHER PROGRAM SERVICES INCLUDE: THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM, UNEMPLOYMENT AND REEMPLOYMENT PROGRAMS, TRADE ADJUSTMENT ASSISTANCE, NATIONAL EMERGENCY GRANT PROGRAMS, ADULT EDUCATION AND H1B SKILLS TRAINING GRANT PROGRAMS. ALL OF THESE PROGRAMS WERE IMPLEMENTED TO ENHANCE THE EMPLOYMENT SKILLS AND THE EMPLOYABILITY OF THE PARTICIPANTS. 3062172 221874 47088 17787048 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 625 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X SHEILA DOYLE 8133972077 4350 W CYPRESS STREET 875 TAMPA FL 336346392 SEAN BUTLER CHAIR 1.00 X X 0 0 0 DON NOBLE VICE CHAIR UNTIL 11/16/2023 1.00 X X 0 0 0 BENJAMIN HOM VICE CHAIR AS OF 2/15/2024 1.00 X X 0 0 0 KEN HAGEN 2ND VICE CHAIR UNTIL 11/14/2023 1.00 X X 0 0 0 JOSHUA WOSTAL 2ND VICE CHAIR AS OF 11/15/2023 1.00 X X 0 0 0 JULIE RENDEROS SECRETARY UNTIL 2/15/2024 1.00 X X 0 0 0 APRIL NEUMANN SECRETARY AS OF 2/15/2024 1.00 X X 0 0 0 GARY HARTFIELD TREASURER 1.00 X X 0 0 0 MITCH ALLEN MEMBER 1.00 X 0 0 0 MEREDETH ABEL MEMBER 1.00 X 0 0 0 ROBERT P BLOUNT III MEMBER 1.00 X 0 0 0 WARREN SCOTT BROOKS MEMBER 1.00 X 0 0 0 STEPHANIE T BROWN-GILMORE MEMBER 1.00 X 0 0 0 JOSEPH ELETTO MEMBER 1.00 X 0 0 0 ELIZABETH GUTIERREZ MEMBER 1.00 X 0 0 0 JOHN TR HOWELL MEMBER 1.00 X 0 0 0 JIM JUNECKO MEMBER 1.00 X 0 0 0 BRIAN NATHAN MEMBER 1.00 X 0 0 0 BRIAN MANN MEMBER 1.00 X 0 0 0 ROY D SWEATMAN MEMBER 1.00 X 0 0 0 THAYNE SWENSON III MEMBER 1.00 X 0 0 0 SOPHIA WEST MEMBER 1.00 X 0 0 0 JERMAINE WHITE MEMBER 1.00 X 0 0 0 OCEA WYNN MEMBER 1.00 X 0 0 0 MERCEDES YOUNG MEMBER 1.00 X 0 0 0 AUDREY ZIEGLER MEMBER 1.00 X 0 0 0 SHEILA DOYLE SVP & CHIEF FINANCIAL OFFICER 40.00 X 191659 0 27035 JOHN FLANAGAN CHIEF EXECUTIVE OFFICER 40.00 X 258677 0 47440 BYRON CLAYTON CHIEF OF SECTOR PARTNERSHIP 40.00 X 170381 0 37141 MICHELLE ZIEZUILA CHIEF OPERATING OFFICER 40.00 X 167729 0 27877 ANNA MUNRO VP OF FISCAL AND ADMINISTRATIVE COMPLIANCE 40.00 X 140806 0 30402 APRIL TORREGIANTE VP OF PROGRAM SERVICES 40.00 X 123040 0 17573 BARRY MARTIN VP OF HR & PROFESSIONAL DEVELOPMENT 40.00 X 119299 0 31116 DONALD SHEPHERD SENIOR DIRECTOR OF PROGRAMS 40.00 X 116294 0 9881 CHAD KUNERTH VP, MIS & DATA SERVICES 40.00 X 119258 0 20301 1407143 0 248766 11 0 1 0 HIGHWOODS REALTY LIMITED PARTNERSHIP 3100 SMOKETREE COURT SUITE 600 RALEIGH NC 27064 RENT 232944 TOROSE 6302 LLC 1331 BRICKELL BAY DR APT 3101 MIAMI FL 33131 RENT 191176 RESULTANT LLC 800 E 96TH STREET SUITE 100 INDIANAPOLIS IN 46240 DATA & TECHNOLOGY CONSULTING SERVICES 116058 3 91090 18888262 99648 19079000 TICKET TO WORK 900099 34948 34948 34948 630 630 TOBACCO FREE FLORIDA & FLORIDA RE 900099 12140 12140 12140 19126718 47088 0 630 X 1406395 1406395 776691 706691 70000 7326321 6695133 631188 384672 339072 45600 1095831 1014788 81043 597154 553117 44037 151701 151701 33692 33692 36090 36090 763099 721572 41527 443480 421932 21548 806634 766811 39823 1549814 1486169 63645 119112 105753 13359 69485 64625 4860 173595 173595 127754 119094 8660 CUSTOMER TRAINING 2895158 2895158 COMMUNITY OUTREACH 237357 237357 STAFF TRAINING & EDUCAT 52182 51554 628 LICENSES & OTHER FEES 33398 22643 10755 5721 5589 132 19085336 17787048 1298288 0 631915 1002659 424653 496059 1525012 806498 64641 84026 274290 614909 2811261 2492026 261810 319235 22507 24453 1998968 1603032 5203796 4950871 2090134 1890023 12157 5150 2336347 2247642 4438638 4142815 X 765158 808056 765158 808056 5203796 4950871 41382 1516 0 X 0 1 X 1 1 1 X 15575432 29426985 20105475 20669364 19079000 104856256 15575432 29426985 20105475 20669364 19079000 104856256 104856256 2239 630 2869 104859125 619470 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36090 36090 19049246 19085336 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 28685 36958 36090 101733 250000 250000 250000 750000 1125000 PART II-A LOBBYING EXPENSES ARE USED FOR CHIEF EXECUTIVE OFFICER TIME MEETINGS WITH LEGISLATIVE REPRESENTATIVES OR TO ATTEND LEGISLATIVE MEETINGS. THESE EXPENSES ARE ALSO USED TO PAY A FIRM TO REPRESENT THE ORGANIZATION BEFORE THE STATE OF FLORIDA WITH THE EXECUTIVE AND LEGISLATIVE BRANCHES OF THE GOVERNMENT TO ADVOCATE FOR LEGISLATIVE POLICIES AND THE UTILIZATION OF GOVERNMENT FUNDING FOR THE BENEFIT OF WORKFORCE DEVELOPMENT. 2250002 2245894 4108 520006 216219 303787 41253 29913 11340 319235 REFUNDABLE ADVANCES 700906 OPERATING LEASE LIABILITY 1546736 2247642 X 19128234 1516 1516 19126718 0 19126718 19085336 0 19085336 0 19085336 PART X, LINE 2: TBWA FOLLOWS ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES ("ASC 740"). A COMPONENT OF THIS STANDARD PRESCRIBES A RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. TBWA'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS UNDER THIS STANDARD AS A COMPONENT OF TAX EXPENSE, AND NONE WERE RECOGNIZED SINCE THERE WAS NO MATERIAL IMPACT OF THE APPLICATION OF THIS STANDARD FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. 1 EDUCATIONAL DATA SYSTEMS INC 15300 COMMERCE DRIVE NORTH SUITE 200 DEARBORN MI 48120 382272565 1406395 0 WORKFORCE SERVICES PART I, LINE 2: ALL OF THE GRANTS ARE REIMBURSEMENT BASED GRANTS. APPROPRIATE DOCUMENTATION THAT CONDITIONS HAVE BEEN MET PRIOR TO PAYMENT ARE REQUIRED FOR RECIPIENTS. THE DOCUMENTATION IS MONITORED AND AUDIT REPORTS ARE OBTAINED FOR GRANTEES (SUBRECIPIENTS) THAT ARE REQUIRED TO HAVE AUDITS IN ACCORDANCE WITH THE UNIFORM GUIDANCE. X X 0 0 0 0 0 0 0 0 0 JOHN FLANAGAN CHIEF EXECUTIVE OFFICER 258677 0 0 0 0 0 20166 0 27274 0 306117 0 0 0 SHEILA DOYLE SVP & CHIEF FINANCIAL OFFICER 191659 0 0 0 0 0 15739 0 11296 0 218694 0 0 0 BYRON CLAYTON CHIEF OF SECTOR PARTNERSHIP 170381 0 0 0 0 0 14108 0 23033 0 207522 0 0 0 MICHELLE ZIEZUILA CHIEF OPERATING OFFICER 167729 0 0 0 0 0 8544 0 19333 0 195606 0 0 0 ANNA MUNRO VP OF FISCAL AND ADMINISTRATIVE COMP 140806 0 0 0 0 0 11473 0 18929 0 171208 0 0 0 BARRY MARTIN VP OF HR & PROFESSIONAL DEVELOPMENT 119299 0 0 0 0 0 10172 0 20944 0 150415 0 0 0 SCHEDULE J, PART II FOR THE FISCAL YEAR ENDING JUNE 30, 2024, TAMPA BAY WORKFORCE ALLIANCE, INC. PROVIDED (1) A PERSONAL TIME OFF (PTO) PAYOUT OF A PORTION OF UNUSED PTO HOURS FOR THOSE EMPLOYEES WHO ELECTED, SUBJECT TO CERTAIN LIMITATIONS, AND WITH CEO AUTHORIZATION AND (2) COST OF LIVING ADJUSTMENT FOR ELIGIBLE EMPLOYEES. THEREFORE, IN ADDITION TO AN EMPLOYEE'S BASE COMPENSATION, PART VII(D) REPORTABLE COMPENSATION FROM THE ORGANIZATION AND SCHEDULE J, PART II(B)(I) BASE COMPENSATION MAY ALSO INCLUDE PTO PAY OUT, AND COST OF LIVING ADJUSTMENT. FORM 990, PART I, LINE 5, NUMBER OF INDIVIDUALS EMPLOYED: THE TOTAL NUMBER OF INDIVIDUALS EMPLOYED IN CALENDAR YEAR 2023 IS COMPOSED OF 142 EMPLOYEES AND 483 PAID WORK EXPERIENCE (PWE) PARTICIPANTS. PWE IS A PLANNED, STRUCTURED, LEARNING EXPERIENCE WHERE ELIGIBLE PARTICIPANTS GAIN SHORT-TERM WORK EXPERIENCE WITH A THIRD-PARTY ORGANIZATION WHILE BEING PAID. TAMPA BAY WORKFORCE ALLIANCE, INC. SERVES AS THE EMPLOYER OF RECORD, PAYS THE PWE PARTICIPANT, AND IS RESPONSIBLE FOR ALL FEDERAL AND STATE EMPLOYMENT AND TAX FORMS. FORM 990, PART III, 4A-4C, PROGRAM SERVICE ACCOMPLISHMENTS: THE EXPENSES AMOUNTS REFLECTED IN 4A OF $7,726,864, 4B OF $4,928,511 AND 4C OF $2,069,501 DOES NOT REFLECT THE ENTIRE COST OF A PROGRAM SERVICE AND EXCLUDES THE AMOUNT THAT RELATES TO MANAGEMENT AND GENERAL EXPENSE OF $563,989, $359,735 AND $151,054, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO EXERCISE THOSE POWERS OF THE BOARD, WHICH MAY BE LAWFULLY DELEGATED, TO MANAGE THE BUSINESS AND AFFAIRS OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD SUCH AS WHEN TIME REQUIREMENTS DO NOT PERMIT CONSIDERATION AND ACTION BY THE FULL BOARD WITHOUT IMPACTING DELIVERY OF PROGRAMS OR SERVICES. THE EXECUTIVE COMMITTEE SHALL REPORT ALL ACTIONS FOR APPROVAL AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE CHIEF ELECTED OFFICIALS (CEOS) OF THE UNIT OF GOVERNMENT FOR THE LOCAL WORKFORCE DEVELOPMENT AREA, WHICH IS THE HILLSBOROUGH BOARD OF COUNTY COMMISSIONERS, SHALL APPOINT THE MEMBERS OF THE BOARD CONSISTENT WITH CRITERIA ESTABLISHED UNDER WIOA, CRITERIA ESTABLISHED BY THE GOVERNOR, AND IN ACCORDANCE WITH HILLSBOROUGH BOARD OF COUNTY COMMISSIONERS POLICY AS AMENDED. THE AUTHORITY TO APPOINT, REAPPOINT, OR REVOKE THE APPOINTMENT OF MEMBERS TO THE BOARD LIES SOLELY WITH THE CEOS. MEMBERS OF THE BOARD SHALL SERVE AT THE PLEASURE OF THE CEOS AND MAY BE REMOVED EITHER WITH OR WITHOUT CAUSE AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B ALL CORPORATE POWERS SHALL BE EXERCISED BY OR UNDER THE AUTHORITY OF THE BOARD IN CONJUNCTION WITH THE APPROVAL OF THE CEOS, AND THE BUSINESS AFFAIRS OF THE TAMPA BAY WORKFORCE ALLIANCE WILL BE MANAGED UNDER DIRECTION OF THE BOARD AND THE CEOS. THE BOARD AND CEOS SHALL DIRECT STRATEGIC AND OPERATIONAL OVERSIGHT OF THE TAMPA BAY WORKFORCE ALLIANCE TO HELP DEVELOP A COMPREHENSIVE AND HIGH-QUALITY WORKFORCE DELIVERY SYSTEM IN THE LOCAL AREA. FORM 990, PART VI, SECTION B, LINE 11B A FINAL COPY OF FORM 990 WILL BE PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF A BOARD MEETING WHEREBY CONFLICT OF INTEREST IS APPLICABLE, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RELATED PARTY PROCEDURES ARE FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED INDEPENDENTLY BY AN ANNUAL REVIEW AND APPROVAL PROCESS. THIS IS APPROVED BY AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE DIRECTOR AND STAFF SALARIES OF THE ORGANIZATION SHALL BE SUBJECT TO THE LIMITATIONS ON THE PAYMENT OF SALARY AND BONUSES AS DESCRIBED IN WIOA SECTION 194(15) AND 2 CFR SECTION 200.430. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE PROVIDED UPON REQUEST VIA THE COMMUNICATIONS DEPARTMENT. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 380,482. MANAGEMENT AND GENERAL EXPENSES 21,897. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,379. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 65,186. MANAGEMENT AND GENERAL EXPENSES 3,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,938. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 275,904. MANAGEMENT AND GENERAL EXPENSES 15,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 291,782.