STRATEGY STUDIO / PUBLIC DATA EXPLORER

WORKSYSTEMS INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WORKSYSTEMS INC (EIN 93-0857426)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-30
IRS object ID
202401219349302900
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-30T16:52:24-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931157146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kern & Thompson LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 SW First Avenue Suite 410AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930857426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Worksystems IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWORKBusinessNameControlTxt
Phone5034787357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11618 SW First Ave Suite 450AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW L FITCHPersonNm
Person TitleCFOPersonTitleTxt
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREW LPersonFirstNm
Person LastFITCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatie L Sheffield CPAPreparerPersonNm
PTINP01722795PTIN
Phone5032223338PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW MCGOUGHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11618 SW First Ave Suite 450AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,500,097GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WORKSYSTEMS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO COORDINATE A REGIONAL WORKFORCE SYSTEM THAT SUPPORTS INDIVIDUAL PROSPERITY AND BUSINESS COMPETITIVENESS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee60TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$24,715,849PYContributionsGrantsAmt
CY Contributions Grants$30,085,576CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,021PYInvestmentIncomeAmt
CY Investment Income$4,542CYInvestmentIncomeAmt
PY Other Revenue$356,278PYOtherRevenueAmt
CY Other Revenue$409,979CYOtherRevenueAmt
PY Total Revenue$25,074,148PYTotalRevenueAmt
CY Total Revenue$30,500,097CYTotalRevenueAmt
PY Grants And Similar Paid$14,943,191PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,940,378CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,828,789PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,241,144CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,060,283PYOtherExpensesAmt
CY Other Expenses$6,752,411CYOtherExpensesAmt
PY Total Expenses$24,832,263PYTotalExpensesAmt
CY Total Expenses$28,933,933CYTotalExpensesAmt
PY Revenues Less Expenses$241,885PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,566,164CYRevenuesLessExpensesAmt
Total Assets BOY$15,146,570TotalAssetsBOYAmt
Total Assets EOY$14,296,926TotalAssetsEOYAmt
Total Liabilities BOY$11,253,637TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,837,829TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,892,933NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,459,097NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO COORDINATE A REGIONAL WORKFORCE SYSTEM THAT SUPPORTS INDIVIDUAL PROSPERITY AND BUSINESS COMPETITIVENESS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$26,334,992ExpenseAmt
Grant$15,940,378GrantAmt
Revenue$404,138RevenueAmt
DescDISLOCATED WORKER - WORKSYSTEMS OFFERS AN ARRAY OF SERVICES FOR WORKERS FACING LOSS OF JOBS. THESE INCLUDE PRE-LAYOFF SERVICES, POST LAYOFF SERVICES AND RAPID RESPONSE SERVICES TO ASSIST THOSE AFFECTED BY MAJOR PLANT CLOSURES OR LAYOFFS.YOUTH - WORKSYSTEMS, INC. INVESTS IN AN ARRAY OF ORGANIZATIONS TO PROVIDE EDUCATION AND TRAINING SERVICES TO YOUTH AGES 14-21. OUR INVESTMENTS HELP PREPARE YOUNG PEOPLE FOR SUCCESSFUL TRANSITION TO POST-SECONDARY EDUCATION AND EMPLOYMENT WITH CAREER POTENTIAL. INVESTMENTS ARE FOCUSED ON LOW-INCOME YOUTH, AGES 14-24, WHO ARE SCHOOL DROPOUTS, BASIC ACADEMIC SKILLS DEFICIENT, HOMELESS OR RUNAWAY, PREGNANT OR PARENTING, OFFENDERS, AND/OR IN NEED OF ASSISTANCE TO COMPLETE AN EDUCATIONAL PROGRAM OR TO SECURE AND RETAIN EMPLOYMENT.ADULT - WORKSYSTEMS OFFERS A RANGE OF SERVICES AND INFORMATION TO ADULTS SEEKING EMPLOYMENT, INCLUDING SKILL DEVELOPMENT, WORK PREPAREDNESS TRAINING, AND JOB SEARCH ASSISTANCE. THIS PROGRAM ALSO SEEKS TO PRODUCE A SKILLED WORKFORCE THAT SUPPORTS REGIONAL BUSINESS COMPETITIVENESS.APPROXIMATELY 50 SMALLER BUT SIMILAR PROGRAMS, ALL RELATED TO TRAINING, IMPROVING JOB SKILLS AND MARKETABILITY FOR INDIVIDUALS.Desc
Total Program Service Expenses$26,334,992TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee60EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDREW L FITCHPersonNm
Phone5034787357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11618 SW FIRST AVENUE STE 450AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ANDREW MCGOUGH
Executive Dir.40.000.00Yes (X)$213,592$0$22,891
TRICIA RYAN
COO40.000.00Yes (X)$184,196$0$27,310
PATRICK GIHRING
CHIEF PROGRAMS OFFICER40.000.00$167,613$0$32,719
MARCIA NORRGARD
CFO40.000.00Yes (X)$147,908$0$18,473
JANICE FRATER
IT DIRECTOR40.000.00$140,543$0$17,661
YOOJIN KIM
NETWORK ENGINEER40.000.00$119,827$0$22,742
BARBARA TIMPER
PROGRAM MANAGER40.000.00$112,654$0$23,260
TRACE BUSCHER
DATABASE ADMIN40.000.00$114,142$0$19,069
JANE KINGSTON
CONTROLLER40.000.00$114,894$0$16,455
JAMES PAULSON
CHAIR1.000.00Yes (X)$0$0$0Yes (X)
TRAVIS STOVALL
VICE CHAIR1.000.00Yes (X)$0$0$0Yes (X)
SUSHEELA JAYAPAL
BOARD MEMBER1.000.00$0$0$0Yes (X)
JOSH HALL
BOARD MEMBER1.000.00$0$0$0Yes (X)
TED WHEELER
BOARD MEMBER1.000.00$0$0$0Yes (X)
CARL MOYER
BOARD MEMBER1.000.00$0$0$0Yes (X)
CARYN LILLEY
BOARD MEMBER1.000.00$0$0$0Yes (X)
ROY ROGERS
BOARD MEMBER1.000.00$0$0$0Yes (X)
DAVID FORTNEY
BOARD MEMBER1.000.00$0$0$0Yes (X)
CARMEN RUBIO
BOARD MEMBER1.000.00$0$0$0Yes (X)
PAUL BROWN
BOARD MEMBER1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,315,369TotalReportableCompFromOrgAmt
Total Other Compensation$200,580TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INTERSTATE TRUCKING ACADEMY INC
PO BOX 56605PORTLANDOR97238TRAINING$519,385
COMPTIA TECH CAREER ACAD
3500 LACEY RD 100DOWNERS GROVEIL60515TRAINING$484,000
TAKAHIKO KAJIYAMA
800 THE MARK LN 1704SAN DIEGOCA92101APP DEVELOPER$155,911
SE WORKS
7916 SE FOSTER ROAD 104PORTLANDOR97286TRAINING$118,537
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$29,799,172GovernmentGrantsAmt
All Other Contributions$286,404AllOtherContributionsAmt
Total Contributions$30,085,576TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,542TotalRevenueColumnAmt
Exclusion$4,542ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$5,841$5,841
REIMBURSEMENT541900$404,138$404,138
FieldValueIRS element (for citing)
Other Revenue Total$409,979OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,500,097TotalRevenueColumnAmt
Related Or Exempt Func Income$409,979RelatedOrExemptFuncIncomeAmt
Exclusion$4,542ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,940,378TotalAmt
Program Services$15,940,378ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$614,370TotalAmt
Management And General$614,370ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,458,684TotalAmt
Program Services$3,414,857ProgramServicesAmt
Management And General$1,043,827ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$217,242TotalAmt
Program Services$170,982ProgramServicesAmt
Management And General$46,260ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$561,345TotalAmt
Program Services$407,167ProgramServicesAmt
Management And General$154,178ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$389,503TotalAmt
Program Services$265,787ProgramServicesAmt
Management And General$123,716ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,816,047TotalAmt
Program Services$5,594,567ProgramServicesAmt
Management And General$221,480ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$59,623TotalAmt
Program Services$10,470ProgramServicesAmt
Management And General$49,153ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,680TotalAmt
Program Services$19,332ProgramServicesAmt
Management And General$23,348ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$390,541TotalAmt
Program Services$360,230ProgramServicesAmt
Management And General$30,311ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$246,734TotalAmt
Program Services$243,838ProgramServicesAmt
Management And General$2,896ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$50,392TotalAmt
Program Services$31,178ProgramServicesAmt
Management And General$19,214ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,743TotalAmt
Program Services$1,743ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,900TotalAmt
Program Services$10ProgramServicesAmt
Management And General$38,890ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STAFF & BOARD TRAINING$90,841$35,907$54,934
TRAINING AND PLACEMENT$14,910$14,910
ALLOCATION$0-$161,454$161,454

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,933,933TotalAmt
Program Services$26,334,992ProgramServicesAmt
Management And General$2,598,941ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,183,481BOYAmt
EOY$9,725,002EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,769,370BOYAmt
EOY$3,802,917EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$91,723BOYAmt
EOY$82,958EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$100,253BOYAmt
EOY$184,719EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,190LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,190LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,743BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$501,330EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,146,570BOYAmt
EOY$14,296,926EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,882,027BOYAmt
EOY$7,368,690EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,090,301BOYAmt
EOY$716,934EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$281,309BOYAmt
EOY$251,238EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$500,967EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,253,637BOYAmt
EOY$8,837,829EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,808,712BOYAmt
EOY$4,469,779EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,084,221BOYAmt
EOY$989,318EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,892,933BOYAmt
EOY$5,459,097EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,146,570BOYAmt
EOY$14,296,926EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,566,164ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,625,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,602,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,943,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,715,849CurrentTaxYearMinus1YearAmt
Current Tax Year$30,085,576CurrentTaxYearAmt
Total$129,972,610TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,625,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,602,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,943,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,715,849CurrentTaxYearMinus1YearAmt
Current Tax Year$30,085,576CurrentTaxYearAmt
Total$129,972,610TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$129,972,610PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,021CurrentTaxYearMinus1YearAmt
Current Tax Year$4,542CurrentTaxYearAmt
Total$21,856TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$129,994,466TotalSupportAmt
Gross Receipts Rltd Activities$1,718,720GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99980PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,190OtherCostOrOtherBasisAmt
Depreciation$63,190DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$500,967Amt
FieldValueIRS element (for citing)
Total Liability$500,967TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$31,689,097TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$1,189,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,189,000RevenueNotReportedAmt
Revenue Subtotal$30,500,097RevenueSubtotalAmt
Total Revenue Per Form990$30,500,097TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$30,122,933TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,189,000DonatedServicesUseFcltsAmt
Expenses Not Reported$1,189,000ExpensesNotReportedAmt
Expenses Subtotal$28,933,933ExpensesSubtotalAmt
Total Expenses Per Form990$28,933,933TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CENTRAL CITY CONCERN
232 NW 6THPORTLANDOR97209930728816501(C)(3)$1,030,234$0PROVISION OF WORKFORCE DEVELOPMENT
CENTRO CULTURAL DE WASH CTY
PO BOX 708CONELIUSOR97113930606729501(C)(3)$12,765$0PROVISION OF WORKFORCE DEVELOPMENT
CLACKAMAS WORKFORCE
365 WARNER MILNE RD 202OREGON CITYOR97045931246270501(C)(3)$104,437$0PROVISION OF WORKFORCE DEVELOPMENT
COMMUNITY ACTION ORGANIZATION
1001 SW BASELINE STREETHILLSBOROOR97123930554941501(C)(3)$23,030$0PROVISION OF WORKFORCE DEVELOPMENT
CONSTRUCTING HOPE
405 NE CHURCH STPORTLANDOR97211931155647501(C)(3)$8,778$0PROVISION OF WORKFORCE DEVELOPMENT
FRIENDS OF NOISE
4560 NE 75TH AVEPORTLANDOR97218810899351501(C)(3)$18,722$0
HUMAN SOLUTIONS
12350 SE POWELL BLVDPORTLANDOR97236930977166501(C)(3)$858,635$0PROVISION OF WORKFORCE DEVELOPMENT
IMPACT NW
10055 E BURNSIDEPORTLANDOR97206930557964501(C)(3)$445,711$0PROVISION OF WORKFORCE DEVELOPMENT
IRCO
10301 NE GLISANPORTLANDOR97220930806295501(C)(3)$3,211,182$0PROVISION OF WORKFORCE DEVELOPMENT
LATINO NETWORK
410 NE 18TH AVEPORTLANDOR97323731675402501(C)(3)$1,200,830$0PROVISION OF WORKFORCE DEVELOPMENT
MT HOOD COMMUNITY COLLEGE
26000 SE STARK STGRESHAMOR97030930546890GOVERNMENT$915,473$0PROVISION OF WORKFORCE DEVELOPMENT
NEW AVENUES FOR YOUTH
1220 SW COLUMBIAPORTLANDOR97201930910213501(C)(3)$384,249$0PROVISION OF WORKFORCE DEVELOPMENT
OMEP INC
7650 SW BEVELAND ST STE 170PORTLANDOR97223931315027501(C)(3)$35,200$0PROVISION OF WORKFORCE DEVELOPMENT
OREGON TRADESWOMEN
3934 NE MLK JR BLVDPORTLANDOR97212311655001501(C)(3)$1,059,543$0PROVISION OF WORKFORCE DEVELOPMENT
POIC
717 N KILLINGSWORTH CTPORTLANDOR97217930593858501(C)(3)$1,114,522$0PROVISION OF WORKFORCE DEVELOPMENT
PORTLAND COMMUNITY COLLEGE
PO BOX 19000PORTLANDOR97280930575187GOVERNMENT$2,475,974$0PROVISION OF WORKFORCE DEVELOPMENT
PORTLAND YOUTH BUILDERS
4816 SE 92ND AVENUEPORTLANDOR97266943123483501(C)(3)$708,504$0PROVISION OF WORKFORCE DEVELOPMENT
SE WORKS
7916 SE FOSTER STE 104PORTLANDOR97286311575264501(C)(3)$1,970,368$0PROVISION OF WORKFORCE DEVELOPMENT
URBAN LEAGUE OF PORTLAND
10 N RUSSELL STPORTLANDOR97227930395590501(C)(3)$203,239$0PROVISION OF WORKFORCE DEVELOPMENT
WORKFORCE SOUTHWEST WASH
805 BROADWAY STE 412VANCOUVERWA98660010726348501(C)(3)$158,982$0PROVISION OF WORKFORCE DEVELOPMENT
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationSUBRECIPIENT SERVICE PROVIDERS ARE FUNDED THROUGH REQUESTS FOR PROPOSALS, WITH VERY FEW CHANGES IN THE AWARDEES FROM YEAR TO YEAR. VENDOR SELECTION IS DOCUMENTED ACCORDING TO PROCUREMENT POLICIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
ANDREW MCGOUGH
Executive Dir.$198,592$15,000$13,202$9,689$236,483
JANICE FRATER
IT DIRECTOR$140,543$8,198$9,463$158,204
MARCIA NORRGARD
CFO$147,908$8,990$9,483$166,381
PATRICK GIHRING
CHIEF PROGRAMS OFFICER$167,613$10,677$22,042$200,332
TRICIA RYAN
COO$184,196$11,135$16,175$211,506

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 4WITH THE PASSAGE OF THE WORKFORCE INNOVATION & OPPORTUNITY ACT, SEVERAL CHANGES RELATED TO GOVERNANCE WERE REQUIRED TO THE BY-LAWS OF THE PORTLAND-METRO WORKFORCE DEVELOPMENT BOARD AND THE WORKSYSTEMS EXECUTIVE COMMITTEE BY-LAWS.
Form 990, Part VI, Section B, Line 11bA DRAFT OF THE COMPLETED 990 RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE RETURN WITH THE IRS.
Form 990, Part VI, Section B, Line 12cBOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS OF INTEREST IN AN ANNUAL ATTESTATION. ALL EMPLOYEES ANNUALLY REVIEW AND SIGN THE PERSONNEL MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY.
Form 990, Part VI, Section B, Line 15aAN OUTSIDE CONSULTANT PREPARES A BI-ANNUAL COMPENSATION STUDY. COMPENSATION IS BASED ON THE COMPENSATION STUDY.
Form 990, Part VI, Section B, Line 15bAN OUTSIDE CONSULTANT PREPARES A BI-ANNUAL COMPENSATION STUDY. COMPENSATION IS BASED ON THE COMPENSATION STUDY.
Form 990, Part VI, Section C, Line 19THE BY-LAWS OF WORKSYSTEMS ARE AVAILABLE ON OUR WEBSITE WWW.WORKSYSTEMS.ORG. OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.