2025-03-07T01:29:07-06:00 2024-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2023-07-01 593391587 WORKFORCE DEVELOPMENT BOARD OF FLAGLER AND VOLUSIA COUNTIES INC WORK 3863237074 329 BILL FRANCE BLVD DAYTONA BEACH FL 321141301 MARCI MURPHY PRESIDENT & CEO 3863237074 2025-03-05 1 1 JAMES A HALLERAN P00005496 3862574100 2025-03-05 2023 2025-03-06 01:10:19Z X CAREERSOURCE FLAGLER VOLUSIA MARCI MURPHY 329 BILL FRANCE BLVD DAYTONA BEACH FL 321141301 7510147 0 X CAREERSOURCEFV.COM X 1996 FL PROVIDE INNOVATIVE, CUSTOMIZED EMPLOYMENT AND TRAINING SOLUTIONS TO SUPPORT ECONOMIC PROSPERITY IN COLLABORATION WITH ECONOMIC DEVELOPMENT, EDUCATION, CHAMBERS OF COMMERCE, COMMUNITY-BASED ORGANIZATIONS, LOCAL GOVERNMENTS, AND ACTIVE BUSINESS PARTNERS. X 0 0 24 23 0 0 9531205 7347415 186451 162587 25588 145 0 0 9743244 7510147 7379398 4990866 0 0 1681161 1844371 0 0 0 1407910 1504482 10468469 8339719 -725225 -829572 2108527 0 1882303 0 226224 0 X TO BE THE PREMIER ORGANIZATION FOR EMPLOYMENT AND TRAINING SOLUTIONS TO THE BUSINESSES AND WORKFORCE OF VOLUSIA AND FLAGLER COUNTIES. OUR MISSION IS TO PROVIDE INNOVATIVE CUSTOMIZED EMPLOYMENT AND TRAINING SOLUTIONS TO SUPPORT ECONOMIC PROSPERITY IN COLLABORATION WITH ECONOMIC DEVELOPMENT, EDUCATION, CHAMBERS OF COMMERCE, COMMUNITY-BASED ORGANIZATIONS, LOCAL GOVERNMENTS AND ACTIVE BUSINESS PARTNERS. 0 1 4004366 1797589 104549 WORKFORCE INNOVATION AND OPPORTUNITY ACT (ADULT, YOUTH AND DISLOCATED WORKER TRAINING PROGRAMS). ASSISTING THESE GROUPS IN FINDING EMPLOYMENT BY PREPARING WORKERS FOR ENTRY INTO THE LABOR FORCE AND/OR PROVIDING TRAINING TO INDIVIDUALS WHO FACE BARRIERS TO EMPLOYMENT. 1364344 985186 WELFARE TRANSITION PROGRAM - SERVICES PROVIDED INCLUDE TRAINING PROGRAMS, ASSISTANCE IN FINDING EMPLOYMENT, AND SKILLS ASSESSMENTS. 941601 296843 58038 EMPLOYMENT SERVICE THROUGH FLORIDA AGENCY FOR WORKFORCE INNOVATION (WAGNER PEYSER, DISABLED VETERANS, LOCAL VETERANS' EMPLOYMENT REPRESENTATIVES). SERVICES INCLUDE OCCUPATIONAL TRAINING, SKILLS ASSESSMENTS, RESOURCE ROOMS, ASSISTANCE FOR JOB SEEKERS, AND SUPPORT SERVICES. 1200652 1911248 NUTRITION ASSISTANCE, UNEMPLOYMENT COMPENSATION, REEMPLOYMENT AND ELIGIBILITY ASSESSMENTS, AND OTHER TRAINING AND JOB RELATED PROGRAMS THAT ENHANCE THE EMPLOYABILITY OF PARTICIPANTS. 1200652 1911248 7510963 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 6 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X MARCI MURPHY 3863237078 329 BILL FRANCE BLVD DAYTONA BEACH FL 32114 NANCY BRADLEY DIRECTOR 5.00 X 0 0 0 DR AUBREY LONG CHAIR 5.00 X X 0 0 0 BRET SCHMITZ TREASURER 5.00 X X 0 0 0 ELIZABETH ALBERT DIRECTOR 2.00 X 0 0 0 GREG BLOSE DIRECTOR 2.00 X 0 0 0 DENISE BRENEMAN DIRECTOR 2.00 X 0 0 0 BOB DAVIS DIRECTOR 2.00 X 0 0 0 COURTNEY EDGCOMB DIRECTOR 2.00 X 0 0 0 DOLORES KEY DIRECTOR 2.00 X 0 0 0 MARK LANHAM DIRECTOR 2.00 X 0 0 0 DR TOM LOBASSO DIRECTOR 2.00 X 0 0 0 MARY JO ALLEN VICE CHAIR 5.00 X X 0 0 0 MATT NELSON DIRECTOR 2.00 X 0 0 0 DONALD O'BRIEN DIRECTOR 2.00 X 0 0 0 DR KENT SHARPLES DIRECTOR 2.00 X 0 0 0 CARLOS VALDERRAMA DIRECTOR 2.00 X 0 0 0 HELGA VAN ECKERT DIRECTOR 2.00 X 0 0 0 TYRONE WALKER SECRETARY 5.00 X X 0 0 0 JOHN WANAMAKER DIRECTOR 2.00 X 0 0 0 ANGIE WHITE DIRECTOR 2.00 X 0 0 0 CYRUS CALLUM DIRECTOR 2.00 X 0 0 0 JAKE JOHANSSON DIRECTOR 2.00 X 0 0 0 JOHN SUBERS DIRECTOR 2.00 X 0 0 0 ROBIN R KING PRESIDENT AND CEO 40.00 X 142587 0 27203 DAN LAUX CFO UNTIL 1/8/2024 40.00 X 61663 0 10499 CHARLES HOWELL VP BUSINESS DEV. AND TECHN 40.00 X 103080 0 15401 307330 0 53103 2 0 1 0 ORANGE CITY SDC LLC CO SAGLO DEVELOPME 290 NW 165TH ST PH2 MIAMI FL 33169 RENT 206877 JOSEPH V FISHER LLC PO BOX 55 VALENCIA PA 16059 RENT 164484 2 7291539 55876 7347415 TICKET TO WORK 561300 162587 162587 162587 145 145 7510147 162587 0 145 4075311 4075311 915555 915555 219902 219902 1300803 871917 428886 51609 46813 4796 179092 167868 11224 92965 61431 31534 37805 2702 35103 285492 271078 14414 33543 29016 4527 184112 174994 9118 639057 599669 39388 38648 33809 4839 22397 22397 39113 18647 20466 OUTREACH 122746 122746 MISCELLANEOUS 76775 76775 STAFF DEVELOPMENT 14684 12768 1916 MEMBERSHIP DUES 10110 7467 2643 8339719 7510963 828756 0 128782 0 853574 0 1052372 0 0 0 0 0 0 35748 0 0 0 38051 0 0 0 0 0 0 2108527 0 851935 0 1030368 0 1882303 0 X 226224 0 226224 0 2108527 0 -829572 603348 0 X 0 1 X 1 1 1 X 7415244 7703052 8133320 9531205 7347415 40130236 7415244 7703052 8133320 9531205 7347415 40130236 40130236 26256 45294 30015 25588 145 127298 40257534 615591 0.99680 0.99600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 8110147 600000 600000 7510147 0 7510147 7762077 0 7762077 577642 577642 8339719 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS, WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX RETURNS FOR THE ORGANIZATION FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF PRIOR YEAR GRANTS 600,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS 577,658. ROUNDING DIFFERENCE TREATED AS A PRIOR PERIOD ADJUSTMENT -16. 1 CAREER STEPS INC 50 SOCO TRAIL ORMOND BEACH FL 32174 200994087 1141685 0 FOR THE PROVISION OF STAFF AND SERVICES FOR CAREER CENTERS CASE MANAGEMENT INC 719 TUMBLEBROOK DR PORT ORANGE FL 32127 261854790 1361824 0 FOR THE PROVISION OF STAFF AND SERVICES FOR CAREER SERVICES ECKERD YOUTH ALTERNATIVES INC 100 NORTH STARCREST DR CLEARWATER FL 33765 592551416 501(C)(3) 666069 0 FOR THE PROVISION OF STAFF AND SERVICES FOR YOUTH SERVICES IN VOLUSIA COUNTY UNDER WIOA TO PROVIDE OUT-OF-SCHOOL YOUTH WITH TRAINING AND ASSISTANCE FLAGLER COUNTY SCHOOL BOARD 1769 EAST MOODY BLVD BLDG 2 BUNNELL FL 32110 275557576 GOV 328075 0 FOR THE PROVISION OF STAFF AND SERVICES FOR YOUTH SERVICES IN FLAGLER COUNTY UNDER WIOA TO PROVIDE OUT-OF-SCHOOL YOUTH WITH TRAINING AND ASSISTANCE BREVARD WORKFORCE DEVELOPMENT BOARD INC 297 BARNES BLVD ROCKLEDGE FL 32955 593031785 501(C)(3) 577658 0 TO CONTRIBUTE NET ASSETS UPON DISSOLUTION 3 2 PARTICIPANT TUITION, SUPPLIES AND TRAINING 150 720330 INDIVIDUAL TRAINING ACCOUNTS (ITAS) FOR CLASSROOM TUITION, ON-THE-JOB TRAINING, CUSTOMIZED TRAINING PARTICIPANT SUPPORT SERVICES 205 195225 TRANSPORTATION, ANCILLARY SERVICES, SUPPORT SERVICES, PARTICIPANT INCENTIVES, TESTING AND LICENSE FEES PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE WORKFORCE DEVELOPMENT BOARD (THE BOARD) CONTRACTS WITH OUTSIDE CONTRACTORS TO PROVIDE TRAINING AND CAREER SERVICES FOR OUR CUSTOMERS. THE BOARD REFERS TO THE PAYMENT OF THESE SERVICES AS SUB-AWARDS AND THE CONTRACTORS AS SUB-RECIPIENTS. THE BOARD MONITORS ALL SUB-RECIPIENTS TO ENSURE THE SUB-AWARD IS USED FOR AUTHORIZED PURPOSES, IN COMPLIANCE WITH FEDERAL STATUTES, REGULATIONS, AND THE TERMS AND CONDITIONS OF THE SUB-AWARDS. A RISK ASSESSMENT OF EACH SUB-RECIPIENT IS PERFORMED TO EVALUATE THE EXTENT OF MONITORING PROCEDURES TO BE PERFORMED. MONITORING PROCEDURES INCLUDE BUT ARE NOT LIMITED TO (1) INTERVIEW OF APPLICABLE PERSONNEL INVOLVED IN THE ADMINISTRATION, PROCESSING, AND APPROVAL OF GRANT RELATED ACTIVITY TO UNDERSTAND THE LEVEL OF EXPERIENCE AND KNOWLEDGE OF THE SUB-RECIPIENT ORGANIZATION AND PERSONNEL IN THE OPERATING AND MANAGEMENT OF THE PROGRAM, (2) REVIEW OF THE SUB-RECIPIENT'S FINANCIAL MANAGEMENT SYSTEM AND FINANCIAL RECORDS TO ENSURE GRANT EXPENDITURES ARE ALLOWABLE, SUPPORTED BY SUFFICIENT SOURCE DOCUMENTATION AND ADEQUATE CONTROLS EXIST OVER THE REVIEW, APPROVAL, AND MANAGEMENT OF GRANT RELATED COSTS. SCHEDULE I, PART II ALL ASSETS WERE DISTRIBUTED UPON TERMINATION TO BREVARD WORKFORCE DEVELOPMENT BOARD, A 501(C)(3) NONPROFIT ORGANIZATION. SCHEDULE I, PART III PARTICIPANT TRAINING - PARTICIPANTS BENEFIT FROM ON THE JOB TRAINING PROGRAMS PROVIDED BY AREA EMPLOYERS FUNDED BY THE ORGANIZATION THROUGH THE WORKFORCE INNOVATION AND OPPORTUNITY ACT OF 2015 GRANT FUNDS. PARTICIPANT TRAINING ALSO CONSISTS OF PARTICIPANTS BENEFITING FROM EMPLOYED WORKER TRAINING WHICH BENEFITS QUALIFYING INDIVIDUALS THROUGH WORKFORCE INNOVATION AND OPPORTUNITY ACT GRANTS AND OTHER FEDERAL FUNDS TO IMPROVE OR MAINTAIN JOB SKILLS SO AS TO MAINTAIN EMPLOYMENT OR TO AVOID LAYOFF. PARTICIPANT SUPPORT INCLUDES TRANSPORTATION AND ANCILLARY FUNDING (CHILDCARE, CLOTHING, ETC.) FOR EMPLOYED WORKERS TO SEEK OR MAINTAIN EMPLOYMENT OR TO OBTAIN EDUCATION FOR THE PURPOSE OF OBTAINING EMPLOYMENT. X X 0 0 0 0 0 0 0 0 0 ROBIN R KING PRESIDENT AND CEO 121384 0 0 0 21203 0 10601 0 16602 0 169790 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS REVIEWS AND APPROVES THE CEO'S COMPENSATION DURING THE ANNUAL PERFORMANCE REVIEW PROCESS. SALARY DATA FROM OTHER WORKFORCE BOARDS IS USED FOR COMPARABILITY. A MEMO IS WRITTEN BY THE CHAIR OF THE BOARD TO COMMUNICATE ANY CHANGE IN SALARY TO THE FINANCE DEPARTMENT FOR IMPLEMENTATION. NET ASSETS 2024-06-30 577658 BOOK VALUE 593031785 BREVARD WORKFORCE DEVELOPMENT BOARD INC 297 BARNES BLVD ROCKLEDGE FL 32955 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 THE ORGANIZATION TERMINATED OPERATIONS AS OF 6/30/2024 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE WILL CONSIST OF THE OFFICERS, THE PAST CHAIRS, AND COMMITTEE CHAIRS OR CO-CHAIRS. THE CHAIR WILL PRESIDE. THE EXECUTIVE COMMITTEE SHALL EXCERCISE, IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD, ALL OF THE POWERS THAT MAY LEGALLY BE DELEGATED IN THE MANAGEMENT OF THE AFFAIRS OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE SHALL REPORT ANY AND ALL ACTIONS TAKEN TO THE FULL BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION RECEIVED CORRESPONDENCE FROM THE FLORIDA DEPARTMENT OF COMMERCE (DOC) IN OCTOBER 2023, RELATED TO THE DOC'S FINANCIAL MONITORING FINDINGS FOR PROGRAM YEAR 2022-2023. THE DOC DETERMINED THAT THE ORGANIZATION FAILED TO ADEQUATELY ADDRESS AND RESOLVE THE DOC'S FINDINGS. AS A RESULT, THE DOC REQUIRED THE ORGANIZATION TO DEVELOP AN ACTION PLAN TO RESOLVE THE FINDINGS. AS PART OF THIS ACTION PLAN, THE ORGANIZATION DESIGNATED BREVARD WORKFORCE DEVELOPMENT BOARD, INC. AS THE FISCAL AGENT FOR THE ORGANIZATION WITH AN EFFECTIVE DATE OF JANUARY 8, 2024 WITH THE TWO ENTITIES PLANNING TO CONSOLIDATE ON JULY 1, 2024. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS WILL BE APPOINTED BY THE LOCAL CHIEF ELECTED OFFICIALS IN ACCORDANCE WITH APPLICABLE LOCAL INTERGOVERNMENTAL AGREEMENTS AND IN COMPLIANCE WITH CRITERIA ESTABLISHED BY THE STATE OF FLORIDA AND THE FEDERAL GOVERNMENT. NOMINATIONS FOR THE BOARD OF DIRECTORS SHALL BE SUBMITTED TO THE RESPECTIVE LOCAL ELECTED OFFICIALS BY LOCAL BUSINESS ORGANIZATIONS AND BUSINESS TRADE ASSOCIATIONS IN ACCORDANCE WITH WIOA, FLORIDA STATUTES AND THE FLAGLER VOLUSIA INTERLOCAL AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED ATTACHMENTS ARE REVIEWED IN THEIR ENTIRETY BY THE FINANCE COMMITTEE, WHICH ACTS AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. ALL ITEMS ARE EXAMINED AND ACKNOWLEDGED BY THE COMMITTEE PRIOR TO MAKING A FORMAL RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL OF THE FORM 990. THE FULL BOARD IS PROVIDED WITH A COPY OF THE 990 PRIOR TO FILING AND VOTES TO APPROVE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS COMPLETES A UNIFORM AND APPROVED "CONFLICT OF INTEREST" STATEMENT ANNUALLY. ANY CONFLICTS IDENTIFIED IN THIS PROCESS ARE DISCLOSED AT THE BOARD OF DIRECTORS MEETINGS WHERE THE CONFLICT EXISTS. NO MEMBER OF THE BOARD OF DIRECTORS IS ALLOWED TO VOTE ON ANY MATTER WHERE A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR THE ORGANIZATION'S CEO: THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS REVIEWS AND APPROVES THE CEO'S COMPENSATION DURING THE ANNUAL PERFORMANCE REVIEW PROCESS. SALARY DATA FROM OTHER WORKFORCE BOARDS IS USED FOR COMPARABILITY. A MEMO IS WRITTEN BY THE CHAIR OF THE BOARD TO COMMUNICATE ANY CHANGE IN SALARY TO THE FINANCE DEPARTMENT FOR IMPLEMENTATION. COMPENSATION PROCESS FOR THE ORGANIZATION'S OTHER OFFICER: THE CEO REVIEWS AND APPROVES THE CFO'S COMPENSATION DURING THE ANNUAL PERFORMANCE REVIEW PROCESS. SALARY DATA FROM SALARY GUIDES IS USED FOR COMPARABILITY. THE DECISION REGARDING COMPENSATION CHANGES IS DOCUMENTED ON THE PERFORMANCE REVIEW ALONG WITH ANY COMMENTS BY THE CEO AND CFO. FORM 990, PART VI, SECTION C, LINE 19 ANY REQUEST FOR THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL FINANCIAL STATEMENTS, AND THE FORM 990 AND ATTACHMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE ORGANIZATION'S FILING OF THE FORM 990 CAN ALSO BE RETRIEVED ELECTRONICALLY OVER THE INTERNET.