2025-02-11T00:24:06-06:00 2024-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2023-07-01 650054673 WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST INC WORK 8664824473 PO BOX 94 FORT PIERCE FL 34954 BRIAN BAUER PRESIDENT/CEO 8664824473 2025-02-10 1 1 JAMES A HALLERAN P00005496 3862574100 2025-02-10 2023 2025-03-06 01:10:19Z X CAREER SOURCE RESEARCH COAST BRIAN BAUER PO BOX 94 FORT PIERCE FL 34954 5980335 0 X WWW.CAREERSOURCERC.COM X 1983 FL THE MISSION OF THE WORKFORCE BOARD OF THE TREASURE COAST IS TO BUILD AN INTEGRATED WORKFORCE DEVELOPMENT SYSTEM FOR JOBSEEKERS AND EMPLOYERS BY ANALYZING LABOR MARKET NEEDS, EFFECTIVELY AND EFFICIENTLY COORDINATING THE DELIVERY RESOURCES, PROGRAMS AND SERVICES, AND EVALUATING THE RESULTS FOR ACCOUNTABILITY. 22 22 47 27 0 0 5869392 5929975 76091 44549 1399 5811 0 0 5946882 5980335 721882 786152 0 0 2940900 3019917 0 0 0 2353025 2224605 6015807 6030674 -68925 -50339 3954009 3437897 3809239 3343466 144770 94431 X THE MISSION OF THE WORKFORCE BOARD OF THE TREASURE COAST IS TO PROVIDE OPPORTUNITIES AND IMPROVE LIVES BY BUILDING AN INTEGRATED WORKFORCE DEVELOPMENT SYSTEM FOR JOBSEEKERS AND EMPLOYERS BY ANALYZING LABOR MARKET NEEDS, EFFECTIVELY AND EFFICIENTLY COORDINATING THE DELIVERY RESOURCES, PROGRAMS AND SERVICES, AND EVALUATING THE RESULTS FOR ACCOUNTABILITY. 0 0 1986960 WIOA ADULT: THESE FUNDS ARE PROVIDED UNDER THE WORKFORCE INNOVATION AND OPPORTUNITY ACT TO ESTABLISH PROGRAMS TO PREPARE UNSKILLED ADULTS FOR ENTRY INTO THE LABOR FORCE AND TO AFFORD JOB TRAINING TO THOSE ECONOMICALLY DISADVANTAGED INDIVIDUALS AND OTHER INDIVIDUALS FACING SERIOUS BARRIERS TO EMPLOYMENT WHO ARE IN SPECIAL NEED OF SUCH TRAINING TO OBTAIN PRODUCTIVE EMPLOYMENT. 898380 786152 WIOA YOUTH: THESE FUNDS ARE PROVIDED UNDER THE WORKFORCE INNOVATION AND OPPORTUNITY ACT TO ASSIST IN PROVIDING HIGH QUALITY SERVICES FOR YOUTH AND YOUNG ADULTS BEGINNING WITH CAREER EXPLORATION AND GUIDANCE, CONTINUED SUPPORT FOR EDUCATIONAL ATTAINMENT, OPPORTUNITIES FOR SKILLS TRAINING IN IN-DEMAND INDUSTRIES AND OCCUPATIONS, AND CULMINATING WITH A GOOD JOB ALONG A CAREER PATHWAY OR ENROLLMENT IN POST-SECONDARY EDUCATION. 717839 WELFARE TRANSITION: THIS IS THE STATE OF FLORIDA'S WELFARE REFORM LEGISLATION. THE WELFARE TRANSITION PROGRAM PROVIDES EMPLOYMENT, TRAINING AND EDUCATIONAL SERVICES AS WELL AS CHILDCARE AND OTHER SUPPORTIVE SERVICES. THIS PROGRAM ASSISTS IN THE TRANSITION FROM PUBLIC ASSISTANCE TO EMPLOYMENT. 1743510 44549 OTHER PROGRAM SERVICES INCLUDING, BUT NOT LIMITED TO: WIOA DISLOCATED WORKERS, WAGNER PEYSER, FOODSTAMP EMPLOYMENT & TRAINING PROGRAM, LOCAL VETERANS EMPLOYMENT REPRESENTATIVES (LVER), DISABLED VETERANS' OUTREACH PROGRAM (DVOP), FATES PATHWAYS TO PROSPERITY, REEMPLOYMENT & ELIGIBILITY ASSESSMENT, APPRENTICESHIP NAVIGATOR, RECOVERY NAVIGATOR, FLORIDA ATLANTIC WORKFORCE ALLIANCE, SLC-BOCC SUMMER YOUTH GRANT, HOPE NAVIGATOR, HOPE TRAINING, WORKFORCE SUMMIT GRANTS AND TICKET TO WORK. 1743510 44549 5346689 1 1 0 0 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 11 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LISA DELLIGATTI 8664824473 PO BOX 94 FORT PIERCE FL 34954 DAVID FREELAND DIRECTOR 1.00 X 0 0 0 DAVID MOORE DIRECTOR 1.00 X 0 0 0 DORI STONE DIRECTOR 1.00 X 0 0 0 HELENE CASELTINE DIRECTOR 1.00 X 0 0 0 JIM BRANN VICE CHAIR 1.00 X X 0 0 0 JONATHAN PRINCE DIRECTOR 1.00 X 0 0 0 JOSE CAPELLAN DIRECTOR 1.00 X 0 0 0 KEVIN STATEN DIRECTOR 1.00 X 0 0 0 LARRY LEET DIRECTOR 1.00 X 0 0 0 LESLIE KRISTOF CHAIR 1.00 X X 0 0 0 LORNA LANDHERR DIRECTOR 1.00 X 0 0 0 MADDIE WILLIAMS TREASURER 2.00 X X 0 0 0 MICHAEL KAUFFMAN DIRECTOR 1.00 X 0 0 0 MICHAEL MAINE DIRECTOR 1.00 X 0 0 0 PAMELA BURCHELL PAST CHAIR 1.00 X 0 0 0 PETE TESCH DIRECTOR 1.00 X 0 0 0 ROBERT CENK DIRECTOR 1.00 X 0 0 0 TERRANCE MOORE DIRECTOR 1.00 X 0 0 0 TIMOTHY MOORE DIRECTOR 1.00 X 0 0 0 WAYNE OLSON DIRECTOR 1.00 X 0 0 0 WERNER BOLS DIRECTOR 1.00 X 0 0 0 WILLIAM ARMSTEAD DIRECTOR 1.00 X 0 0 0 BRIAN BAUER PRESIDENT/CEO AND SECRETARY 40.00 X 140636 0 14771 LISA DELLIGATTI CFO 40.00 X 101763 0 13507 TRACEY MCMORRIS COO/VP 40.00 X 104593 0 13375 346992 0 41653 3 0 1 0 PSL BUSINESS CENTER 13280 NE 6TH AVENUE OFFICE - 100 NORTH MIAMI FL 33161 RENT 290816 1 5929975 5929975 EMPLOYMENT EVENTS 624310 44549 44549 44549 5811 5811 5980335 44549 0 5811 X 786152 786152 379415 174285 205130 2090654 1880072 210582 51742 46010 5732 312689 288181 24508 185417 155426 29991 1865 1865 33350 33350 393792 359733 34059 41109 40912 197 90706 82206 8500 94879 73156 21723 102773 41804 60969 45363 34635 10728 124483 119020 5463 403045 403045 45156 36107 9049 TRAINING 666511 661063 5448 EQUIPMENT 93686 85388 8298 REPAIRS & MAINTENANCE 60564 52927 7637 SUPPORT SERVICES 11811 11811 15512 14756 756 6030674 5346689 683985 0 78767 32152 590403 639607 269778 135311 1484 4231 50420 64103 808697 711186 111042 97511 2842080 2452566 10035 12416 3954009 3437897 426552 468487 374712 224351 3007975 2650628 3809239 3343466 X 199623 194982 -54853 -100551 0 0 144770 94431 3954009 3437897 -50339 0 X 0 1 X 1 1 1 X 6376037 7345941 6827372 5869392 5929975 32348717 6376037 7345941 6827372 5869392 5929975 32348717 32348717 5811 5811 32354528 427628 0.99980 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217856 128151 89705 143455 135649 7806 447386 447386 0 97511 LEASE LIABILITY 2650628 2650628 X 5980335 0 5980335 0 5980335 6030674 0 6030674 0 6030674 PART X, LINE 2: INCOME TAXES - THE BOARD IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. SINCE THE BOARD HAD NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. MANAGEMENT OF THE BOARD CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE BOARD'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE BOARD MET THE REQUIREMENTS TO MAINTAIN ITS TAX EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE BOARD'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. 1 ECKERD YOUTH ALTERNATIVES INC 100 STARCREST DRIVE CLEARWATER FL 33765 592551416 501(C)(3) 756710 0 WIOA YOUTH SERVICES CONTRACT WORKFORCE COORDINATION CONSULTING 349 NE GULFSTREAM AVENUE PORT SAINT LUCIE FL 34983 933169412 29442 0 ONE STOP OPERATOR 1 1 PART I, LINE 2: THE ORGANIZATION CONTRACTS WITH A CPA FIRM TO PERFORM INTERNAL MONITORING REVIEW OF ALL GRANTS AT LEAST ONCE ANNUALLY. IN ADDITION, THE PROGRAM STAFF PERFORMS INTERNAL MONITORING ON A REGULAR BASIS. 0 0 0 0 0 0 0 0 0 BRIAN BAUER PRESIDENT/CEO AND SECRETARY 130786 0 8950 0 900 0 5296 0 9475 0 155407 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRPERSON, VICE CHAIRPERSON, TREASURER, IMMEDIATE PAST CHAIRPERSON, AND SUCH OTHER MEMBERS OF THE BOARD AS ARE APPOINTED BY THE CHAIRPERSON. THE EXECUTIVE COMMITTEE SHALL SERVE AS A COMMITTEE WITH ADMINISTRATIVE OVERSIGHT RESPONSIBILITIES AND IS EMPOWERED TO ACT AND TAKE NECESSARY INTERIM ACTION TO IMPLEMENT THE PLANS AND PROGRAMS OF CAREERSOURCE RESEARCH COAST BETWEEN MEETINGS OF THE BOARD. ALL RESTRICTED ASSETS SHALL BE MANAGED BY THE EXECUTIVE COMMITTEE OF THE BOARD. AN EXECUTIVE COMMITTEE REPORT WILL BE MADE AT EACH BOARD MEETING AT WHICH TIME THE ACTIONS OF THE EXECUTIVE COMMITTEE MAY BE REVIEWED AND RATIFIED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE APPOINTED BY THE INTERLOCAL AGREEMENT FOR THE TREASURE COAST WORKFORCE CONSORTIUM (CONSORTIUM). IF THE CONSORTIUM CAN'T AGREE, THEN THE GOVERNOR WILL APPOINT THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE AND SENT TO THE ENTIRE BOARD PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED ON AN ANNUAL BASIS VIA A CONFLICT DISCLOSURE FORM. IT IS NOT PERMISSABLE FOR ANY BOARD MEMBER TO VOTE ON A DECISION WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST. THEY ARE REQUIRED TO DISCLOSE CONFLICTS AND ARE PROHIBITED FROM VOTING AND PARTICIPATING ON THE ISSUE AT HAND. THEY ARE ALSO REQUIRED TO FILE A MEMORANDUM OF VOTING CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO/EXECUTIVE DIRECTOR: THE BOARD RE-EXAMINES THE SALARY RANGES FOR BOARD EMPLOYEES AND COMPARES THOSE RANGES WITH OTHER MEMBERS OF THE FLORIDA WORKFORCE DEVELOPMENT ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR/SERVICES: PROGRAM SERVICE EXPENSES 152,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,745. PARTICIPANT WAGES: PROGRAM SERVICE EXPENSES 65,128. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,128. CUSTODIAL SERVICES: PROGRAM SERVICE EXPENSES 58,134. MANAGEMENT AND GENERAL EXPENSES 5,420. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,554. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 83,726. MANAGEMENT AND GENERAL EXPENSES 28,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,365.