2015-03-16T12:01:36-05:00 2014-06-30 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DRIVE 400 CLEARWATER FL 33762 990 2013-07-01 593655316 TAMPA BAY WORKFORCE ALLIANCE INC TAMP 8133972064 5100 W KENNEDY BLVD NO 300 TAMPA FL 33609 EDWARD C PEACHEY PRESIDENT/CEO 8137404680 2015-03-10 ROBERT BALDREE P00746379 7275721400 2013 2016-03-07 17:11:31Z CAREERSOURCE TAMPA BAY EDWARD C PEACHEY 5100 W KENNEDY BLVD NO 300 TAMPA FL 33609 21970794 0 X WWW.WORKFORCETAMPA.COM X 2000 FL TAMPA BAY WORKFORCE ALLIANCE INC PROVIDES JOB TRAINING AND EMPLOYMENT COUNSELING FOR THOSE INDIVIDUALS WHO NEED EMPLOYMENT, PROMOTES EMPLOYMENT FOR LOW-INCOME AND UNDEREMPLOYED INDIVIDUALS, AND ASSISTS WELFARE RECIPIENTS, DISABLED WORKERS, PERSONS AFFECTED BY LAY-OFFS, AND OTHER HARD-TO-PLACE WORKERS IN FINDING MEANINFUL EMPLOYMENT. THE ORGANIZATION ALSO PROVIDES BUSINESS CLIENT SERVICES TO INCLUDE EMPLOYEE MATCHING, ON THE JOB TRAINING AND INCUMBENT WORKER TRAINING. 36 36 0 0 0 0 20907244 21970752 0 0 0 -7824 0 0 20907244 21962928 0 0 0 0 9839706 10500871 0 0 0 11303566 11564840 21143272 22065711 -236028 -102783 4871001 5489903 3222701 3944386 1648300 1545517 X TAMPA BAY WORKFORCE ALLIANCE INC PROVIDES JOB TRAINING AND EMPLOYMENT COUNSELING FOR THOSE INDIVIDUALS WHO NEED EMPLOYMENT, PROMOTES EMPLOYMENT FOR LOW-INCOME AND UNDEREMPLOYED INDIVIDUALS, AND ASSISTS WELFARE RECIPIENTS, DISABLED WORKERS, PERSONS AFFECTED BY LAY-OFFS, AND OTHER HARD-TO-PLACE WORKERS IN FINDING MEANINFUL EMPLOYMENT. THE ORGANIZATION ALSO PROVIDES BUSINESS CLIENT SERVICES TO INCLUDE EMPLOYEE MATCHING, ON THE JOB TRAINING AND INCUMBENT WORKER TRAINING. 0 0 12121157 WORKFORCE INVESTMENT ACT - STRIVES TO MEET THE NEEDS OF PARTICIPANTS IN GAINING SKILLS, TRAINING, WORK AND EXPERIENCE THAT WILL INCREASE THE PROGRAM PARTICIPANTS ABILITY TO OBTAIN TOTAL SELF-SUFFICIENCY. 5287139 WELFARE TRANSITION SERVICES - PROVIDES TEMPORARY ASSISTANCE TO NEEDY FAMILIES AND FORMER WELFARE RECIPIENTS WORKING IN LOW WAGE JOBS WITH LIMITED MOBILITY. 3216227 UNEMPLOYMENT AND RE-EMPLOYMENT SERVICES - OFFER A WIDE RANGE OF PROGRAMS, NETWORKING OPPORTUNITIES AND RESOURCES TO HELP CONNECT POTENTIAL CANDIDATES TO AVAILABLE OPPORTUNITIES. 20624523 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 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 1 X 0 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNA MUNRO 8133972064 5100 W KENNEDY BLVD SUITE 300 TAMPA FL 33609 STEPHANIE BROWN-GILMORE DIRECTOR 0.30 X 0 0 0 JANET GREGORY DIRECTOR 0.30 X 0 0 0 JOHN HOWELL DIRECTOR 0.30 X 0 0 0 RANDALL KING DIRECTOR 0.30 X 0 0 0 DENNIS MEYERS DIRECTOR 0.30 X 0 0 0 PAUL ORVOSH DIRECTOR 0.30 X 0 0 0 SANDRA CASSITY DIRECTOR 0.30 X 0 0 0 DAWN CAVALIERE DIRECTOR 0.30 X 0 0 0 ROBERT COPPERSMITH DIRECTOR 0.30 X 0 0 0 SHANNON EVANS TREASURER 0.30 X X 0 0 0 TERRI FURR-HOSKINS DIRECTOR 0.30 X 0 0 0 JOHN GILBERTO DIRECTOR 0.30 X 0 0 0 TIM HARDING DIRECTOR 0.30 X 0 0 0 JOHN KEARNEY PRIVATE SECTOR VICE CHAIR 0.30 X X 0 0 0 ROSANNA MATUCAN-CARSON DIRECTOR 0.30 X 0 0 0 SANDRA MURMAN DIRECTOR 0.30 X 0 0 0 MARIA MASTRIANO-NUGENT CHAIR 0.30 X X 0 0 0 JEFF PARKER DIRECTOR 0.30 X 0 0 0 RICHARD PECK SECRETARY 0.30 X X 0 0 0 YANINA ROSARIO DIRECTOR 0.30 X 0 0 0 EILEEN SCHNEIDER DIRECTOR 0.30 X 0 0 0 ROBERT WOLF DIRECTOR 0.30 X 0 0 0 A CLAY GRISSOM DIRECTOR 0.30 X 0 0 0 TONI RANNALA DIRECTOR 0.30 X 0 0 0 PATRICIA SUAREZ DIRECTOR 0.30 X 0 0 0 TOM ADERHOLD DIRECTOR 0.30 X 0 0 0 W SCOTT BROOKS DIRECTOR 0.30 X 0 0 0 LARRY DEISLER DIRECTOR 0.30 X 0 0 0 RICK HOMANS DIRECTOR 0.30 X 0 0 0 MARC HUTEK DIRECTOR 0.30 X 0 0 0 BETSY IRIZARRY DIRECTOR 0.30 X 0 0 0 LT COL SEAN JONES DIRECTOR 0.30 X 0 0 0 SHERYL BROWN DIRECTOR 0.30 X 0 0 0 DARREN VENERI DIRECTOR 0.30 X 0 0 0 SEAN BUTLER DIRECTOR 0.30 X 0 0 0 GINGER CLARK DIRECTOR 0.30 X 0 0 0 EDWARD PEACHEY CEO & PRESIDENT 30.00 X 223050 0 0 EDWARD MARK DOUGLASS COO 30.00 X 172900 0 0 SUE PAGAN CFO 30.00 X 172900 0 0 ANNA M MUNRO DIRECTOR OF FINANCE 40.00 X 123187 0 0 ALICE J COBB SPECIAL PROJECTS DIRECTOR 40.00 X 122260 0 0 JODY A TONER PROGRAMS DIRECTOR 40.00 X 121107 0 0 VALERIE LUEBKE PROJECT DIRECTOR 40.00 X 111350 0 0 1046754 0 0 7 0 1 0 ARBOR E&T LLC 6620 SOUTHPOINT DR SO 240 JACKSONVILLE FL 32216 CONTRACT SERVICES 1641019 HILLSBOROUGH COUNTY SCHOOL DISTRICT 901 E KENNEDY BLVD TAMPA FL 33602 GRANT SERVICE PROVIDER 1002244 DEPARTMENT OF ECONOMIC OPPORTUNITY 107 E MADISON ST TALLAHASSEE FL 32399 RENT PAYMENTS, RETURN OF GRANT REVENUE 881501 AETNA INC PO BOX 804735 CHICAGO IL 60680 MEDICAL BENEFITS 760313 ULTIMATE MEDICAL ACADEMY 9309 N FLORIDA AVE STE 100 TAMPA FL 33612 TRAINING PROVIDER 668425 23 21727189 243563 21970752 42 42 7866 -7866 -7866 -7866 21962928 0 0 -7824 616416 616416 6605510 6540993 64517 538751 501248 37503 2042458 1900362 142096 697736 635265 62471 57344 57344 67094 42932 24162 234029 217121 16908 139121 130878 8243 1569674 1458181 111493 104756 97931 6825 26658 5951 20707 231921 231921 48052 44756 3296 CUSTOMER TRAINING & SUP 7631922 7631922 SERVICE PROVIDER CONTRA 1002907 1002907 CONTRACT LABOR 433207 398097 35110 DUES & SUBSCRIPTIONS 18155 15979 2176 22065711 20624523 1441188 0 1398817 1092607 1403625 2366254 68922 109415 732026 893802 3446691 2418866 1267611 1027825 4871001 5489903 2963337 3345437 259364 598949 3222701 3944386 X 1648300 1545517 1648300 1545517 4871001 5489903 -102783 0 X 0 1 X 1 1 1 X 23498362 22810507 23138179 20907244 21970752 112325044 23498362 22810507 23138179 20907244 21970752 112325044 112325044 42 42 112325086 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2158348 1194752 963596 1031387 967158 64229 256956 256956 0 1027825 X 22276034 0 22276034 -313106 -313106 21962928 22378817 313106 313106 22065711 0 22065711 PART X, LINE 2: TBWA FOLLOWS ACCOUNTING STANDARDS CODIFICATION TOPIC 740, "INCOME TAXES" ("ASC 740"). A COMPONENT OF THIS STANDARD PRESCRIBES A RECOGNITION AND MEASUREMENT THRESHOLD OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. TBWA'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS UNDER THIS STANDARD AS A COMPONENT OF TAX EXPENSE, AND NONE WERE RECOGNIZED SINCE THERE WAS NO MATERIAL IMPACT OF THE APPLICATION OF THIS STANDARD FOR THE YEAR ENDED JUNE 30, 2014. TBWA'S INFORMATION RETURNS ARE OPEN TO IRS EXAMINATION FOR THE 2010 TAX YEAR ENDED JUNE 30, 2011, AND ALL SUBSEQUENT YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: MATCHING EXPENSES NET WITH MATCHING REVENUE LOSS ON SALE OF ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: MATCHING EXPENSES NET WITH MATCHING REVENUE LOSS ON SALE OF ASSETS PART XI, LINE 4B MATCHING EXPENSES NET WITH MATCHING REVENUE ($305,240) PART XII, LINE 2D MATCHING EXPENSES NET WITH MATCHING REVENUE ($305,240) 0 0 0 0 0 0 0 0 0 EDWARD PEACHEY CEO & PRESIDENT 223050 0 0 0 0 0 0 0 0 0 223050 0 0 0 EDWARD MARK DOUGLASS COO 172900 0 0 0 0 0 0 0 0 0 172900 0 0 0 SUE PAGAN CFO 172900 0 0 0 0 0 0 0 0 0 172900 0 0 0 PART V, LINE 2A TAMPA BAY WORKFORCE ALLIANCE, INC D/B/A CAREERSOURCE TAMPA BAY'S PAYROLL IS PROCESSED BY ANOTHER WORKFORCE BOARD, WORKNET PINELLAS INC, AN UNRELATED ORGANIZATION. THE TOTAL SALARIES FOR BOTH TAMPA BAY WORKFORCE ALLIANCE AND WORKNET PINELLAS INC ARE REPORTED ON A SINGLE W-2 FROM WORKNET PINELLAS INC, THE ORGANIZATION WHICH CENTRALLY PROCESSES PAYROLL FOR BOTH ORGANIZATIONS. TAMPA BAY WORKFORCE ALLIANCE REIMBURSES WORKNET FOR THEIR PORTION OF THE SALARY. THE OFFICERS AND EMPLOYEES ARE SHARED BY BOTH REGIONS, TAMPA BAY WORKFORCE ALLIANCE REIMBURSES 50% OF THEIR SALARY TO WORKNET PINELLAS INC. THE COMPENSATION REPORTED ON PART VII ONLY REFLECTS THE COMPENSATION INCURRED FOR SERVICES PERFORMED FOR TAMPA BAY WORKFORCE ALLIANCE. PART V, LINE 1A TAMPA BAY WORKFORCE ALLIANCE, INC D/B/A CAREERSOURCE TAMPA BAY'S 1099'S ARE PROCESSED BY ANOTHER WORKFORCE BOARD, WORKNET PINELLAS INC, AN UNRELATED ORGANIZATION. THE TOTAL COMPENSATION FOR BOTH TAMPA BAY WORKFORCE ALLIANCE AND WORKNET PINELLAS INC ARE REPORTED ON A SINGLE 1099 FROM WORKNET PINELLAS INC, THE ORGANIZATION WHICH CENTRALLY PROCESSES 1099'S FOR BOTH ORGANIZATIONS. TAMPA BAY WORKFORCE ALLIANCE REIMBURSES WORKNET FOR THEIR PORTION OF THE COMPENSATION. THE COMPENSATION REPORTED ON PART VII, SECTION B, ONLY REFLECTS THE COMPENSATION INCURRED FOR SERVICES PERFORMED FOR TAMPA BAY WORKFORCE ALLIANCE. FORM 990, PART VI, SECTION B, LINE 11 A FINAL COPY OF FORM 990 WILL BE PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH BOARD MEETING, THE CONFLICT OF INTEREST POLICY IS REVIEWED FOR ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED INDEPENDENTLY BY A REVIEW AND AN APPROVAL PROCESS. THIS IS APPROVED BY AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THEY ARE PROVIDED UPON REQUEST VIA THE COMMUNICATIONS DEPARTMENT