2024-04-22T12:48:52-05:00 2023-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 401 MADISON WI 53713 990 2022-07-01 020670190 ALLIANCE FOR STRATEGIC GROWTH INC ALLI 7652826400 4620 W BETHEL AVENUE 1 MUNCIE IN 47304 LYNDSEY HELLEMS CHIEF ADMINISTRATIVE OFFICER 7652826400 2024-03-27 1 LYNDSEY HELLEMS 999009999 1 QUINN DUGAN P02267768 6082741980 2024-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X EASTERN INDIANA WORKS LYNDSEY HELLEMS 4620 W BETHEL AVENUE 1 MUNCIE IN 47304 4517626 0 X WWW.EASTERNINDIANAWORKS.ORG X 2002 IN TO PREPARE THE EASTERN INDIANA WORKFORCE FOR HIGH-DEMAND, HIGH-WAGE EMPLOYMENT. 18 18 18 24 0 0 4296739 4517232 0 0 320 394 0 0 4297059 4517626 1992443 1838069 0 0 1094728 1311275 0 0 0 1222390 1361225 4309561 4510569 -12502 7057 972616 2426690 737704 2184721 234912 241969 X THE MISSION OF ALLIANCE FOR STRATEGIC GROWTH, INC. IS TO EMPOWER THE EASTERN INDIANA WORKFORCE TO MEET EXISTING AND FUTURE SECTOR-DRIVEN EMPLOYMENT DEMANDS. 0 0 1041797 444749 0 THE DISLOCATED WORKERS PROGRAM PROVIDES TRAINING, JOB SEARCH AND OTHER ASSISTANCE FOR WORKERS WHO HAVE BEEN LAID OFF OR ARE ABOUT TO BE LAID OFF. EACH STATE'S ALLOTMENT IS BASED ON THE STATE'S SHARE OF TOTAL UNEMPLOYED, THE STATE'S SHARE OF EXCESS UNEMPLOYED AND THE STATE'S SHARE OF LONG-TERM UNEMPLOYED. 938590 400226 0 THE YOUTH SERVICES PROGRAM SERVES ELIGIBLE YOUTH, AGES 14-24, WHO FACE BARRIERS TO EDUCATION, TRAINING AND EMPLOYMENT. FOCUSING PRIMARILY ON OUT-OF-SCHOOL YOUTH, STATE ALLOTMENTS ARE BASED ON THE STATE'S SHARE OF TOTAL UNEMPLOYMENT, THE STATE'S SHARE OF EXCESS UNEMPLOYED AND THE STATE'S SHARE OF ECONOMICALLY DISADVANTAGE YOUTH. 716687 350848 0 THE ADULT SERVICES PROGRAM PROVIDES INDIVIDUALIZED CAREER AND TRAINING SERVICES TO HELP JOB SEEKERS WHO ARE AT LEAST 18 YEARS OLD. PRIORITY IS GIVEN TO LOW-INCOME INDIVIDUALS, LOW-SKILLED INDIVIDUALS AND RECIPIENTS OF PUBLIC ASSISTANCE. EACH STATE'S ALLOTMENT IS BASED ON THE STATE'S SHARE OF TOTAL UNEMPLOYMENT, THE STATE'S SHARE OF UNEMPLOYED GREATER THAN 4.5 PERCENT AND THE STATE'S SHARE OF ECONOMICALLY DISADVANTAGED ADULTS. 791111 279404 0 OTHER PROGRAM ACTIVITIES:THE ADULT EDUCATION AND LITERACY PROGRAMS HELP ADULTS LEARN BASIC SKILLS INCLUDING READING, WRITING, MATH, ENGLISH LANGUAGE PROFICIENCY AND PROBLEM SOLVING NEEDED TO BE PRODUCTIVE WORKERS. STATE ALLOCATIONS ARE BASED ON EACH STATE'S SHARE OF ADULTS WHO LACK A HIGH SCHOOL DIPLOMA OR THE EQUIVALENT WHO ARE NOT ENROLLED IN SCHOOL.THE TRADE ADJUSTMENT ASSISTANCE, OR TAA, PROGRAM ASSISTS U.S. WORKERS WHO HAVE LOST THEIR JOBS AS A RESULT OF FOREIGN TRADE AND IS AUTHORIZED BY THE TRADE ADJUSTMENT ASSISTANCE REAUTHORIZATION ACT OF 2015. THE PROGRAM IS FUNDED BY THE FEDERAL GOVERNMENT AND ADMINISTERED BY STATE AGENCIES THROUGH THE WORKFORCE SYSTEMS AND UNEMPLOYMENT INSURANCE PROGRAMS. BENEFITS PROVIDED UNDER TAA INCLUDE TRAINING AND EMPLOYMENT SERVICES, AND WEEKLY INCOME SUPPORT PAYMENTS. FUNDS FOR TAA EMPLOYMENT AND TRAINING SERVICES ARE ALLOCATED TO STATES BASED ON A FORMULA THAT CONSIDERS PAST AND ANTICIPATED FUTURE PROGRAM USAGE. THE INCOME SUPPORT AND WAGE INSURANCE PROGRAMS ARE ADMINISTERED THROUGH LOCAL JOB CENTERS, SIMILAR TO THE UNEMPLOYMENT INSURANCE SYSTEM, WITH FUNDING PROVIDED VIA THE DEPARTMENT OF LABOR.PRE-ETS SERVICES ARE SPECIFICALLY PROVIDED TO STUDENTS WITH DISABILITIES. A STUDENT WITH A DISABILITY, INCLUDES STUDENTS IN SECONDARY SCHOOL BETWEEN THE AGES OF 14 THROUGH THE SCHOOL YEAR IN WHICH THE STUDENT BECOMES 22. SERVICES INCLUDE JOB EXPLORATION COUNSELING, WORK-BASED LEARNING, COUNSELING ON OPPORTUNITIES FOR ENROLLMENT IN COMPREHENSIVE TRANSITION OR POSTSECONDARY EDUCATIONAL PROGRAMS AT INSTITUTIONS OF HIGHER EDUCATION, WORKPLACE READINESS TRAINING TO DEVELOP SOCIAL SKILLS AND INDEPENDENT LIVING, INSTRUCTION IN SELF-ADVOCACY.CORONAVIRUS RELIEF - TO ACCELERATE INDIANA'S ECONOMIC AND WORKFORCE RECOVERY FROM COVID-19, THE STATE IS DEDICATING FEDERAL FUNDING AVAILABLE THROUGH THE CORONAVIRUS AID, RECOVERY AND ECONOMIC SECURITY (CARES) ACT TO PROVIDE ACCESS TO SHORT-TERM EDUCATION AND TRAINING OPPORTUNITIES PROVIDED BY TRAINING PROVIDERS THROUGH AN EXPANDED NEXT LEVEL JOBS (NLJ) PROGRAM. THE PURPOSE OF THIS GRANT IS TO PROVIDE ACCESS TO OUTSTANDING EDUCATION AND TRAINING FOR HOOSIERS TO EARN A HIGH-VALUE CERTIFICATE IN ONE OF INDIANA'S IN DEMAND, HIGH-GROWTH JOB FIELDS THROUGH THE EXPANDED WORKFORCE READY GRANT-RAPID RECOVERY PROGRAM. THE EXPANDED AND APPROVED PROGRAMS HAVE BEEN TARGETED FOR MAXIMUM POTENTIAL TO AID IN THE ECONOMIC RECOVERY OF THE STATE. YOUTHBUILD-SERVE TO PROVIDE PRE-APPRENTICESHIP SERVICES THAT SUPPORT EDUCATION, OCCUPATIONAL SKILLS TRAINING, AND EMPLOYMENT SERVICES TO OPPORTUNITY YOUTH, AGES 16 TO 24, WHILE PERFORMING MEANINGFUL WORK AND SERVICE TO THEIR COMMUNITIES. 307070 187306 0 JOBS FOR AMERICA'S GRADUATES (JAG) IS A STATE-BASED, NATIONAL NON-PROFIT ORGANIZATION DEDICATED TO HELPING HIGH SCHOOL STUDENTS OF PROMISE WHO HAVE EXPERIENCED CHALLENGING OR TRAUMATIC LIFE EXPERIENCES ACHIEVE SUCCESS THROUGH GRADUATION. JAG IS A RESILIENCY-BUILDING WORKFORCE PREPARATION PROGRAM THAT HELPS STUDENTS LEARN IN-DEMAND EMPLOYABILITY SKILLS AND PROVIDES A BRIDGE TO POST-SECONDARY EDUCATION AND CAREER ADVANCEMENT OPPORTUNITIES. JAG STUDENTS RECEIVE ADULT MENTORING WHILE IN SCHOOL AND ONE YEAR OF FOLLOW-UP COUNSELING AFTER GRADUATION. INDIANA'S PROGRAM CONSISTENTLY GRADUATES APPROXIMATELY 95 PERCENT OF PARTICIPANTS AND MANY STUDENTS CHOOSE TO CONTINUE THEIR EDUCATION AFTER HIGH SCHOOL. THE JAG PROGRAM IS FUNDED THROUGH GRANTS PROVIDED BY THE INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT. 234345 175536 0 UNEMPLOYMENT INSURANCE, OR UI, IS A PROGRAM JOINTLY FINANCED THROUGH FEDERAL AND STATE EMPLOYER PAYROLL TAXES. THE FEDERAL UNEMPLOYMENT TAX IS USED TO FUND STATE WORKFORCE AGENCIES. THE STATE UNEMPLOYMENT TAX IS USED SOLELY FOR THE PAYMENT OF BENEFITS TO ELIGIBLE UNEMPLOYED WORKERS.IN ORDER TO CONTINUE TO RECEIVE UI PAYMENTS, PARTICIPANTS MUST PARTICIPATE IN PROGRAMS THAT ASSIST THEM WITH FINDING A JOB. THE REEMPLOYMENT SERVICES AND ELIGIBILITY ASSESSMENT, OR REAEA, PROGRAM IS A STATE FORMULA GRANT PROGRAM TO ASSIST INDIVIDUALS RECEIVING UI BENEFITS WITH REEMPLOYMENT. FEDERAL FUNDS ARE ALLOCATED BASED ON PRIOR YEAR UI PAYMENTS AND PROPOSALS SUBMITTED BY STATES. 118130 0 0 THE WAGNER-PEYSER PROGRAM IS A NATIONWIDE LABOR- EXCHANGE PROGRAM THAT PROVIDES SERVICES TO BOTH JOB SEEKERS AND EMPLOYERS FREE OF CHARGE. STATE ALLOCATIONS ARE BASED ON THE STATE'S SHARE OF THE CIVILIAN LABOR FORCE AND THE STATE'S SHARE OF TOTAL UNEMPLOYMENT. 1450656 642246 0 4147730 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X SHAUNA JESTER 7652826400 4620 W BETHEL AVENUE 1 MUNCIE IN 47304 BRAD WILSON PAST CHAIR (THRU MARCH 2023) 0.30 X X 0 0 0 RON BEST CHAIR 0.30 X X 0 0 0 JOE HENRY VICE CHAIR 0.30 X X 0 0 0 KIRK ROBBINS DIRECTOR (3/23), PAST CHAIR 0.30 X X 0 0 0 JOHN LANCASTER CHIEF ELECTED OFFICIAL 0.30 X X 0 0 0 BRYAN BRACKENMYRE SECRETARY/TREASURER 0.10 X X 0 0 0 CALEB BEASLEY DIRECTOR 0.10 X 0 0 0 DOUG BRENNEKE DIRECTOR 0.10 X 0 0 0 CHRIS BROWN DIRECTOR 0.10 X 0 0 0 DEREK DODD DIRECTOR 0.10 X 0 0 0 TODD DUKE DIRECTOR (THRU APRIL 2023) 0.10 X 0 0 0 HEATHER FLANIGAN DIRECTOR 0.10 X 0 0 0 PHILLIP FREEL DIRECTOR 0.10 X 0 0 0 TREVOR FRIEDEBERG DIRECTOR 0.10 X 0 0 0 ROB KEISLING DIRECTOR 0.10 X 0 0 0 CRAIG KINYON DIRECTOR (THRU JUNE 2023) 0.10 X 0 0 0 JAMIE MEADOWS DIRECTOR 0.10 X 0 0 0 JEFF PLASTERER DIRECTOR (THRU DEC 2022) 0.10 X 0 0 0 KEVIN POLIVICK DIRECTOR 0.10 X 0 0 0 JOSH RICHARDSON DIRECTOR (THRU MAY 2023) 0.10 X 0 0 0 JOE SCHUMACHER DIRECTOR 0.10 X 0 0 0 ASHLEY SURPAS DIRECTOR 0.10 X 0 0 0 SHELLY YORK DIRECTOR 0.10 X 0 0 0 MICHAEL ROW PRESIDENT/CEO (THRU MARCH 2023) 40.00 X 110275 0 6105 LYNDSEY HELLEMS CAO 40.00 X 106378 0 7342 GUS LINDE CEO 40.00 X 106425 0 7342 323078 0 20789 3 0 0 0 RESCARE INC 805 N WHITTINGTON PARKWAY LOUISVILLE KY 40222 SERVICE PROVIDER 1542932 CAREER TEAM LLC 250 STATE ST C2 NORTH HAVEN CT 06472 SERVICE PROVIDER 221876 ELECTRONIC STRATEGIES INC 8050 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 IT SUPPORT AND SOFTWAREPROGRAMS 125382 SHAFER LEADERSHIP ACADEMY 1208 W WHITE RIVER BLVD STE 100 MUNCIE IN 47303 WORKSHOPS FOR CUSTOMERS AND PUBLIC 100242 4 4516057 1175 4517232 394 394 4517626 0 0 394 1838069 1838069 242111 16622 225489 932598 932598 40370 40370 6999 5118 1881 89197 72896 16301 13400 13400 314595 294890 19705 118539 116419 2120 122308 122308 294428 245281 49147 14544 14544 6745 6745 1184 1184 16722 16722 CLIENT SERVICES 338778 338778 DUES AND SUBSCRIPTIONS 11259 9266 1993 108723 92642 16081 4510569 4147730 362839 0 39411 39417 342607 424795 522077 203627 58264 46509 50000 0 0 50000 10257 10688 0 1651654 972616 2426690 545228 336519 192476 200855 0 1647347 737704 2184721 X 220744 227206 14168 14763 234912 241969 972616 2426690 7057 0 X 0 1 X 1 1 1 X 3405210 3233818 3420656 4296739 4517232 18873655 3405210 3233818 3420656 4296739 4517232 18873655 18873655 394 833 297 320 394 2238 51759 2159 53918 18929811 0.99700 0.99680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10257 595 164 10688 11583 -1002 324 10257 9861 2022 300 11583 10049 112 300 9861 10761 -413 299 10049 1.00000 0.00000 0.00000 0 0 50000 50000 50000 RIGHT-OF-USE LEASE ASSET, OPERATING 1651654 1651654 X 4517626 0 4517626 0 4517626 4510569 0 4510569 0 4510569 PART X, LINE 2: ALLIANCE FOR STRATEGIC GROWTH, INC., (ASG) 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. ASG HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 RESCARE INC 805 N WHITTINGTON PARKWAY LOUISVILLE KY 40222 460508470 1227196 0 PROGRAM SUPPORT CAREER TEAMS 250 STATE STREET C2 NORTH HAVEN CT 06472 061443936 610873 0 PROGRAM SUPPORT 0 2 PART I, LINE 2: GRANT FUNDS ARE MONITORED MONTHLY. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED THE ITS BYLAWS ON 4/25/23. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE AND MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SHALL DISCLOSE ANY POTENTIAL OR REAL CONFLICT AT THE EARLIEST POSSIBLE TIME AND REMOVE THEMSELVES FROM ANY KEY DECISIONS OR DEBATES WHERE THE OUTCOME MAY OR WILL HAVE AN IMPACT ON RELATED ACTIVITIES. DIRECTORS SHALL SCRUPULOUSLY AVOID UNDISCLOSED CONFLICTS OF INTEREST BETWEEN THE INTERESTS OF THE STATE OF INDIANA AND THE BOARD, AND PERSONAL, PROFESSIONAL, AND BUSINESS INTERESTS. THIS INCLUDES AVOIDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST, AS WELL AS PERCEPTIONS OF CONFLICTS OF INTEREST. UPON OR BEFORE APPOINTMENT, EACH BOARD MEMBER AND DIRECTOR WILL MAKE A FULL, WRITTEN DISCLOSURE OF INTERESTS, RELATIONSHIPS, AND HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. THIS WRITTEN DISCLOSURE WILL BE KEPT ON FILE AND UPDATED AS APPROPRIATE. IN THE COURSE OF MEETINGS OR ACTIVITIES, DIRECTORS SHALL DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE HE/SHE OR HIS/HER FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER, CLOSE ASSOCIATES, INCLUDING BUSINESS OR OTHER NONPROFIT AFFILIATIONS, WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, HE/SHE MAY BE ASKED TO LEAVE THE ROOM FOR THE DISCUSSION AND WILL NOT BE PERMITTED TO REPRESENT THE BOARD TO EXTERNAL AGENCIES ON THIS ISSUE OR VOTE ON THE QUESTION. DIRECTORS WILL BE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY DOCUMENT STATING HIS/HER UNDERSTANDING THAT THIS POLICY IS MEANT TO SUPPLEMENT GOOD JUDGMENT, AND HE/SHE WILL RESPECT ITS SPIRIT AS WELL AS ITS WORDING. UPON BECOMING A DIRECTOR AND THEREAFTER AT THE BEGINNING OF A NEW TERM, EACH DIRECTOR SHALL FILE WITH THE SECRETARY OF THE BOARD A WRITTEN STATEMENT OF DISCLOSURE OF ECONOMIC INTERESTS OF THE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO AND CAO IS SET BY THE BOARD OF DIRECTORS BASED ON COMPARABLE POSITIONS. COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS APPROVED BY THE CEO AND CAO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.