WORK FORCE INVESTMENT BOARD OF THE SOUTHWEST REGION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WORK FORCE INVESTMENT BOARD OF THE SOUTHWEST REGION INC (EIN 43-1925015)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-19
- IRS object ID
- 202501399349301800
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-19T17:13:04-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431109768 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPM CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 E REPUBLIC RD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431925015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKFORCE INVESTMENT BOARD OF THE | BusinessNameLine1Txt |
| Business Name Line2 | SOUTHWEST REGION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORK | BusinessNameControlTxt |
| Phone | 4176259915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S WALL AVE | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI RHEUMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4176259915 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J HOUSER CPA | PreparerPersonNm |
| PTIN | P00227583 | PTIN |
| Phone | 4178824300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERRI RHEUMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S WALL AVE | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,796,597 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WIBSWMO.WEBNODE.PAGE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPING, ESTABLISHING AND ADMINISTERING WORKFORCE TRAINING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,316,960 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,796,597 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,316,960 | PYTotalRevenueAmt |
| CY Total Revenue | $2,796,597 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $483,496 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $578,743 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $381,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $338,339 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $454,411 | PYOtherExpensesAmt |
| CY Other Expenses | $1,845,050 | CYOtherExpensesAmt |
| PY Total Expenses | $1,319,391 | PYTotalExpensesAmt |
| CY Total Expenses | $2,762,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,431 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,203 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $81,020 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,485 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ENRICH THE REGION'S ECONOMY BY PREPARING BUSINESSES AND THE WORKFORCE FOR GLOBAL COMPETITIVENESS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,521,030 | ExpenseAmt |
| Grant | $578,743 | GrantAmt |
| Desc | PROVIDING A SEVEN COUNTY AREA WITH ASSISTANCE AND ACCESS TO TRAINING AIDS AND OTHER SERVICES TO THE GENERAL PUBLIC WHO ARE ACTIVELY PURSUING EMPLOYMENT. | Desc |
| Total Program Service Expenses | $2,521,030 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI RHEUMS | PersonNm |
| Phone | 4176259915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 S WALL AVE | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SHERRI RHEUMS | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | Yes (X) | $75,600 | $0 | $0 |
| STEPHANIE HOWARD | ||||||
| CHAIR | 1.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM SEARS | ||||||
| CHAIRPERSON | 1.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RHONDA STAFFORD | ||||||
| SECRETARY | 1.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WAYNE E WILSON | ||||||
| TREASURER | 1.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRAD BAKER | ||||||
| PAST CHAIR | 1.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM ARMSTRONG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBIN BENN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALAN BRADY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REBEKAH COOPER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHETT DANIEL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHARON DEMPSEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULI DENISCO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNA ELEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANE HOOD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KANATZAR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JASON KIRK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATT LANSAW | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GABE LETT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBIN MCHUGH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MILLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL NEWMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIERSTEN SHAMHART | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $75,600 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $2,764,943 | GovernmentGrantsAmt |
| All Other Contributions | $31,654 | AllOtherContributionsAmt |
| Total Contributions | $2,796,597 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,796,597 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,743 | TotalAmt |
| Program Services | $578,743 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,600 | TotalAmt |
| Program Services | $44,880 | ProgramServicesAmt |
| Management And General | $36,720 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,750 | TotalAmt |
| Program Services | $74,648 | ProgramServicesAmt |
| Management And General | $157,102 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,989 | TotalAmt |
| Program Services | $9,532 | ProgramServicesAmt |
| Management And General | $15,457 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,740 | TotalAmt |
| Management And General | $19,740 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,485 | TotalAmt |
| Program Services | $25,736 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,958 | TotalAmt |
| Program Services | $62,660 | ProgramServicesAmt |
| Management And General | $1,298 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,661 | TotalAmt |
| Program Services | $20,516 | ProgramServicesAmt |
| Management And General | $1,145 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,186 | TotalAmt |
| Program Services | $7,186 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,926 | TotalAmt |
| Program Services | $16,926 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPORTIVE SERVICES | $1,665,461 | $1,665,461 | |
| REPAIRS AND MAINTENANCE | $12,262 | $4,914 | $7,348 |
| EQUIPMENT | $10,371 | $9,828 | $543 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762,132 | TotalAmt |
| Program Services | $2,521,030 | ProgramServicesAmt |
| Management And General | $241,102 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,524 | BOYAmt |
| EOY | $137,387 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,805 | BOYAmt |
| EOY | $212,506 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,880 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430 | BOYAmt |
| EOY | $430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,759 | BOYAmt |
| EOY | $357,203 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,739 | BOYAmt |
| EOY | $241,718 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,739 | BOYAmt |
| EOY | $241,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,020 | BOYAmt |
| EOY | $115,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,020 | BOYAmt |
| EOY | $115,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,759 | BOYAmt |
| EOY | $357,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $34,465 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,576,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,364,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,316,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,796,597 | CurrentTaxYearAmt |
| Total | $8,552,184 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,576,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,364,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,316,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,796,597 | CurrentTaxYearAmt |
| Total | $8,552,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,552,184 | PublicSupportTotal170Amt |
| Total Support | $8,552,184 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,796,597 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,796,597 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,796,597 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,762,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,762,132 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,762,132 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. A TAX LIABILITY WOULD BE RECOGNIZED IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION DOES NOT BELIEVE IT LIKELY THAT CHANGES WILL OCCUR WITHIN THE NEXT FISCAL YEAR THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKERD YOUTH ALTERNATIVES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STARCREST DRIVE | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 592551416 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $578,743 | CashGrantAmt |
| Purpose Of Grant | GRANT SUBRECIPIENT | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REQUIRED TO MONITOR SUBRECIPIENTS IN ACCORDANCE WITH THE REQUIREMENTS OF THE FEDERAL/STATE AWARD ADMINSTERED. THERE ARE SIGNED CONTRACTS AND SUPPORT DOCUMENTS BETWEEN THE ORGANIZATION, SUBRECIPIENTS, AND STATE AGENCIES. WIB IS REQUIRED TO REVIEW THE ACTIVITIES OF THE SUBRECIPIENT, INCLUDING AN INTERNAL CONTROL RISK ASSESSMENT, AT LEAST ANNUALLY. THIS ENTAILS REVIEWING DISBURSEMENT RECORDS AND A TEST OF DETAILED TRANSACTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7A | THE CHIEF LOCAL ELECTED OFFICIALS OF THE SEVEN COUNTY REGION SERVED BY THE WORKFORCE INVESTMENT BOARD OF THE SOUTHWEST REGION, INC., APPOINT THE MEMBERSHIP OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. A FINAL COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS ONCE FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE EXECUTIVE DIRECTOR MONITORS EACH ACTION OF THE BOARD FOR POTENTIAL CONFLICT OF INTEREST AND MAKES RECOMMENDATIONS THAT MEMBERS POTENTIALLY AFFECTED ACTUALLY DECLARE AN ABSTENTION TO BE RECORDED IN THE MEETING MINUTES. WHILE NOT OFTEN, THE MOST COMMON OCCURRENCE IS BOARD APPROVAL OF CONTRACTS WITH A WIA AGENCY THAT IS REQUIRED BY US DOL TO BE REPRESENTED ON THE WIB. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION IS ONE OF SEVERAL IN THE STATE ESTABLISHED THE SAME WAY. THERE ARE GUIDELINES AND COMPARABLES TO USE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |