2024-11-15T13:02:54-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 391838210 WISCONSIN REGIONAL TRAINING PARTNERSHIP INC WISC 4143429787 3841 W WISCONSIN AVENUE MILWAUKEE WI 53208 TONI WHITE COO 4143429787 2024-11-15 1 0 JILL M BOYLE CPA P01246734 2627549400 2024-11-15 2023 2024-10-15 13:58:12Z LINDSAY BLUMER 3841 W WISCONSIN AVENUE MILWAUKEE WI 53208 6231067 0 X WWW.WRTP.ORG X 1994 WI TO DEVELOP SERVICES AND TRAINING PROGRAMS FOR AREA EMPLOYERS TO EXPAND EMPLOYMENT OPPORTUNITIES. 16 16 50 16 0 0 2792340 5887159 689310 190377 769 2896 81941 123706 3564360 6204138 0 354061 0 0 2081516 2629696 0 0 0 1849676 1195726 3931192 4179483 -366832 2024655 4416540 6334247 1435213 1315982 2981327 5018265 X WRTP IS A 501(C)3 NONPROFIT WORKFORCE INTERMEDIARY DEDICATED TO CONNECTING PEOPLE TO FAMILYSUSTAINING JOBS. OUR MISSION IS TO ENHANCE THE ABILITY OF PUBLIC AND PRIVATE SECTOR ORGANIZATIONS TO RECRUIT, DEVELOP, AND RETAIN A MORE DIVERSE, QUALIFIED WORKFORCE IN CONSTRUCTION, MANUFACTURING AND EMERGING SECTORS OF THE REGIONAL ECONOMY. 0 0 2916724 354061 167864 EMPLOYMENT SERVICES INCLUDE OUTREACH, RECRUITMENT, ORIENTATION, ASSESSMENT, DIRECT PLACEMENT, ESSENTIAL SKILLS AND PRE-EMPLOYMENT TRAINING; AND OCCUPATIONAL TRAINING, PLACEMENT AND FOLLOW UP. 270548 14690 INDUSTRY SERVICES INCLUDE WORKPLACE MENTORING; ON-THE-JOB TRAINING; TECHNICAL ASSISTANCE; RECRUITMENT STRATEGIES; LABOR MANAGEMENT TEAM BUILDING; NEEDS ASSESSMENTS AND ANALYSIS. 11752 10643 TRIADA EMPLOYMENT SERVICES - TEMPORARY STAFFING AGENCY: TRIADA SERVES A WIDE RANGE OF MANUFACTURING, CONSTRUCTION, AND EMERGING SECTOR EMPLOYERS BY PROVIDING COST EFFECTIVE ALTERNATIVES, INCLUDING RECRUITING, SCREENING, AND STAFFING SERVICES. TRIADA PROVIDES SKILLED TRAINED WORKERS ANOTHER AVENUE TO GAIN EMPLOYMENT. 3199024 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 50 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LINDSAY BLUMER 4143429787 3841 W WISCONSIN AVENUE MILWAUKEE WI 53208 ROBERT RAYBURN TREASURER 1.00 1.00 X X 0 0 0 DAN BUKIEWICZ CO-CHAIR 1.00 1.00 X X 0 0 0 MARK KESSENICH DIRECTOR 1.00 1.00 X 0 0 0 HENRY HURT CO-CHAIR 1.00 1.00 X X 0 0 0 TONY NEIRA DIRECTOR 1.00 1.00 X 0 0 0 STEVE BREITLOW DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN KOWALSKI DIRECTOR 1.00 1.00 X 0 0 0 STEPHANIE BLOOMINGDALE DIRECTOR 1.00 X 0 0 0 JEANNIE LAURET DIRECTOR 1.00 1.00 X 0 0 0 KILAH ENGELKE DIRECTOR 1.00 1.00 X 0 0 0 DECORAH GORDON SECRETARY 1.00 X X 0 0 0 BRAD DORFF DIRECTOR 1.00 X 0 0 0 JAC WEITZEL DIRECTOR 1.00 X 0 0 0 MICHELLE GLYNN DIRECTOR 1.00 X 0 0 0 CHRIS MAMBU RASCH DIRECTOR 1.00 X 0 0 0 JOE PREISLER DIRECTOR 1.00 X 0 0 0 LINDSAY BLUMER PRESIDENT / CEO 38.00 2.00 X 173569 0 41902 TONI WHITE COO 38.00 2.00 X 120110 0 24302 293679 0 66204 2 0 1 0 0 27982 55000 317678 3131230 2355269 5887159 TESTING CENTER REVENUE 541380 115044 115044 CONSULTING FEES 541610 50000 50000 TRAINING FEES 611430 14690 14690 TRIADA EMPLOYMENT SERV 611710 10643 10643 190377 2896 2896 51373 55000 26929 24444 24444 MISCELLANEOUS REVENUE 900099 99262 2820 96442 99262 6204138 193197 0 123782 354061 354061 359882 245972 113910 1614955 1118678 496277 153316 105344 47972 370038 229553 140485 131505 102506 28999 2281 2281 96096 27394 68702 111639 106976 4663 19843 26403 -6560 216476 212677 3799 90402 89937 465 48467 36818 11649 42532 39076 3456 86808 79326 7482 35059 30331 4728 PARTICIPANT SUPPLIES 137916 137222 694 EXTERNAL TRAINERS 110874 110874 TELEPHONE EXPENSE 45477 43927 1550 MEMBERSHIP AND SUBSCRIP 33015 7799 25216 118841 94150 24691 4179483 3199024 980459 0 905909 1017347 78554 2000000 783312 1054097 164668 22937 12063 3267176 1112184 2217648 2154992 69416 105413 67979 96452 4416540 6334247 282621 204473 45019 158201 1037214 856368 70359 96940 1435213 1315982 X 2822845 4781316 158482 236949 2981327 5018265 4416540 6334247 2024655 13374 -1091 0 X 0 1 X 0 1 1 X 3042713 2987700 2466125 2792340 5887159 17176037 3042713 2987700 2466125 2792340 5887159 17176037 3113858 14062179 24798 9058 39975 769 2896 77496 36863 11800 115291 75141 120886 359981 17613514 8730289 0.79840 0.86070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 59,473. 2022 AMOUNT: $ 20,321. 2023 AMOUNT: $ 96,442. SPECIAL EVENTS - 2019 AMOUNT: $ 36,863. 2020 AMOUNT: $ 11,800. 2021 AMOUNT: $ 55,818. 2022 AMOUNT: $ 54,820. 2023 AMOUNT: $ 24,444. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69416 30061 8787 2851 105413 81753 -12337 69416 60100 10850 10803 81753 53242 6858 60100 24948 25000 3294 53242 1.00000 0.00000 0.00000 0 0 323000 323000 2836291 1026657 1809634 107885 85527 22358 2154992 OPERATING LEASE LIABILITY 96940 96940 X PART V, LINE 4: THE BOARD IS CURRENTLY FOLLOWING THE INVESTMENT POLICY OF THE GREATER MILWAUKEE FOUNDATION WHERE THE FUNDS ARE INVESTED. THE SPENDING POLICY DICTATES THAT NO DISTRIBUTIONS FROM THE FUND SHALL BE MADE UNTIL THE CORPUS HAS REACHED THE AMOUNT AGREED UPON BY THE BOARD OF DIRECTORS. ONCE THAT CORPUS HAS BEEN ESTABLISHED, DISTRIBUTIONS WILL BE MADE IN ACCORDANCE WITH THE DISBURSEMENT POLICY FOLLOWED BY THE GREATER MILWAUKEE FOUNDATION. EXPENDITURES FROM THE ENDOWMENT ACCOUNT WILL BE USED FOR OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: WRTP IS EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. TRIADA EMPLOYMENT SERVICES, LLC IS A SOLELY OWNED LLC AND THEREFORE THE INTERNAL REVENUE SERVICE CONSIDERS IT TO BE A DISREGARDED ENTITY FOR TAX PURPOSES. ALL TRIADA EMPLOYMENT SERVICE, LLC ACTIVITY IS INCLUDED UNDER WRTP FOR TAX PURPOSES. BIG STEP, INC. IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2023, 2022, AND 2021. THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES PRIOR TO 2020. CHEERS TO CAREERS 106373 55000 51373 9698 7119 5513 4599 106373 55000 51373 9698 7119 5513 4599 26929 24444 1 LITERACY SERVICES OF WISCONSIN INC 555 N PLANKINTON AVE MILWAUKEE WI 532032910 391091203 501(C)(3) 354061 0 SUPPORT 1 PART I, LINE 2: TO ENSURE THAT WRTP FUNDS ARE DISBURSED FOR THE PURPOSES SET FORTH IN WRTP'S ISSUED CONTRACTS WITH ITS SUBRECIPIENTS, WRTP ISSUED GRANT AGREEMENTS TO ITS SUBRECIPIENTS, AND PER THE SAME REGULATIONS AS STIPULATED WITHIN THE GRANT AGREEMENT TO WRTP. X X 0 0 0 0 0 0 0 0 0 LINDSAY BLUMER PRESIDENT / CEO 159069 0 10000 0 4500 0 17641 0 24261 0 215471 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICT OF INTERESTS. OTHER MEMBERS OF THE BOARD OR COMMITTEES DETERMINES IF A CONFLICT EXISTS. WHEN THIS OCCURS, THE BOARD MEMBER WITH THE CONFLICT IS ASKED TO LEAVE DURING THE DISCUSSION AND THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE BOARD OF DIRECTORS FOR THE PRESIDENT, BY THE PRESIDENT, AND THE EXECUTIVE COMMITTEE OF THE BOARD FOR MANAGEMENT POSITIONS, AND BY MANAGEMENT AND THE FINANCE COMMITTEE FOR OTHER STAFF POSITIONS. COMPARATIVE DATA IS RECEIVED FROM THE MRA 2017-18 NONPROFIT COMPENSATION & BENEFITS SURVEY. DURING THE SUBSEQUENT YEARS, THE FINANCE COMMITTEE AND PRESIDENT REVIEW COMPENSATION OF STAFF ANNUALLY AS PART OF THE OVERALL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ABOVE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST SUBMITTED TO THE COO. TRIADA EMPLOYMENT SERVICES LLC 3841 W WISCONSIN AVE MILWAUKEE WI 53208 205585315 TEMPORARY EMPLOYMENT WI 0 244707 WRTP BIG STEP INC 3841 W WISCONSIN AVE MILWAUKEE WI 53208 510137037 TO TRAIN TECHNICAL SKILLS WI 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0