Interim CEO

2012-04-25T12:26:56-04:00 2011-06-30 WITHUM SMITH BROWN PC 2 LOGAN SQ STE 2001 PHILADELPHIA PA 191032726 990 2010-07-01 233048942 Philadelphia Workforce Investment Board Inc PHIL 2157172010 1601 MARKET STREET PHILADELPHIA PA 19103 Margaret Shope Koppel Interim CEO 2157172016 2012-04-24 true ERIC M STRAUSS CPA 2155462140 2010 2016-02-24 21:20:13Z 4002779 false X WWW.PWIB.ORG X 2000 PA TO ADVOCATE AND ADVANCE A DEMAND DRIVEN OPPORTUNITY AGENDA THAT EFFECTIVELY PREPARES PHILADELPHIANS TO COMPETE IN THE ECONOMIC MAINSTREAM. 24 23 19 0 5010182 3984131 0 0 378 2271 4047 16377 5014607 4002779 0 0 0 0 1789723 1554426 0 0 5049 3353627 2222355 5143350 3776781 -128743 225998 1223214 1786950 695399 1033137 527815 753813 TO ADVOCATE AND ADVANCE A DEMAND DRIVEN OPPORTUNITY AGENDA THAT EFFECTIVELY PREPARES PHILADELPHIANS TO COMPETE IN THE ECONOMIC MAINSTREAM. false false 1210493 To govern and fulfill legal responsibilities with regard to public workforce system so that there is effective and efficient support for the labor and job training demands of local industries. 1860103 Innovating through the creation of best practice initiatives that create opportunities and close gaps for prospective job seekers and employers. 249614 Serving as policy advocates to lead the movement to maximize the city's human capital; providing strategic decision support as the definitive source for accurate and timely data and research regarding the city's labor force and labor markets. through the creation of best practice initiatives that create opportunities and close gaps for prospective job seekers and employers. 3320210 true true false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 12 0 true 19 true false false false false false false false true true false false false false false false X 24 23 false false false false false false false true true false false true true true true true true true false PA X X MARGARET SHOPE KOPPEL 2157172010 1601 MARKET STREETSUITE 1500 PHILADELPHIA PA 19103 DAVID DONALD CHAIR 1.0 X X 0 0 0 PHIL BARNETT BOARD MEMBER 1.0 X 0 0 0 PATRICK J EIDING BOARD MEMBER 1.0 X 0 0 0 PATRICIA COULTER VICE CHAIRPERSON 1.0 X X 0 0 0 DONNA ALLIE BOARD MEMBER 1.0 X 0 0 0 GINNY BARAKAT BOARD MEMBER 1.0 X 0 0 0 ALBERT P BLACK JR BOARD MEMBER 1.0 X 0 0 0 ANNABELLE CANNING BOARD MEMBER 1.0 X 0 0 0 JOHN W CHIN BOARD MEMBER 1.0 X 0 0 0 STEPHEN M CURTIS BOARD MEMBER 1.0 X 0 0 0 MARK EDWARDS BOARD MEMBER 1.0 X 0 0 0 PETER FRANKS BOARD MEMBER 1.0 X 0 0 0 PETER GIOACCHINI BOARD MEMBER 1.0 X 0 0 0 ALAN GREENBERGER BOARD MEMBER 1.0 X 0 0 0 ROSE M HIGBY BOARD MEMBER 1.0 X 0 0 0 TRACEE HUNT BOARD MEMBER 1.0 X 0 0 0 TSIWEN M LAW BOARD MEMBER 1.0 X 0 0 0 LYNN MCKEE BOARD MEMBER 1.0 X 0 0 0 ELIZABETH RILEY-WASSERMAN SECRETARY 1.0 X X 0 0 0 ALAN N ROSENBERG BOARD MEMBER 1.0 X 0 0 0 JANET H RYDER BOARD MEMBER 1.0 X 0 0 0 MIKE SCHURR BOARD MEMBER 1.0 X 0 0 0 JAY SPECTOR BOARD MEMBER 1.0 X 0 0 0 WILLIAM STRAHAN BOARD MEMBER 1.0 X 0 0 0 ERIC NELSON Interim CEO 40.0 X 138945 0 14531 PATRICIA FRANCHETTI COO 40.0 X 108716 0 12762 MARGARET SHOPE KOPPEL DIRECTOR OF RESEARCH 40.0 X 108191 0 21397 HADASS SHEFFER EXEC. DIR. OF GRAD. PHILA. 40.0 X 85604 0 19957 COLLEEN HAMILTON EXECUTIVE DIRECTOR, LSCA 40.0 X 129533 0 14918 570989 0 83565 4 false true false YOUR PART-TIME CONTROLLER LLC PO BOX 3252 CHERRY HILL NJ 08003 ACCT'G SERVICES 129590 KEYSTONE HEALTH PLAN EAST PO BOX 8240 PHILADELPHIA PA 19101 EMPLOYEE HEALTH PLAN 106257 CUSHMAN AND WAKEFIELD OF PA INC BELL ATLANTIC TOWER 1717 ARCH STRE PHILADELPHIA PA 19103 RENT 136430 3 3086239 897892 3984131 0 2271 2271 0 0 0 0 0 0 MISCELLANEOUS INCOME 16377 16377 16377 4002779 18648 0 0 0 0 168308 134588 28671 5049 0 1115340 895870 219470 29559 22623 6936 137197 104996 32201 104022 79609 24413 0 756 689 67 151854 138491 13363 0 0 0 875154 797936 77218 260 260 31351 17827 13524 0 0 161569 148120 13449 0 54431 54431 0 0 0 37256 33903 3353 10068 5398 4670 EQUIPMENT REPAIRS & RENTAL 153195 143225 9970 COMMUNICATIONS 19104 15185 3919 POSTAGE & PRINTING 5757 5459 298 STRATEGIC INITIATIVES 697577 697577 DUES & SUBSCRIPTIONS 24023 24023 3776781 3320210 451522 5049 343267 570264 733252 1097353 21498 31393 483753 410854 110156 72899 15041 15041 1223214 1786950 465747 583180 214611 284594 15041 165363 695399 1033137 X 350837 668856 176978 84957 527815 753813 1223214 1786950 225998 X false true true X true true X 3427366 4109376 4138233 5010182 3984131 20669288 3427366 4109376 4138233 5010182 3984131 20669288 20669288 140 23965 2678 378 2271 29432 677 4047 16377 21101 20719821 0.99756 0.99833 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69515 0 216137 196595 19542 198102 144745 53357 72899 0 SECURITY DEPOSITS PAYABLE 15041 CUSTODIAL FUNDS 150322 165363 4002779 3776781 225998 225998 4002779 4002779 4002779 3776781 3776781 3776781 SCHEDULE D FIN 48 DISCLOSURE PWIB, Inc. is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. PWIB, Inc. adopted the accounting pronouncement dealing with uncertain tax positions as of July 1, 2010. Upon adoption of this accounting pronouncement, PWIB, Inc. had no unrecognized tax benefits. Furthermore, PWIB, Inc. had no unrecognized tax benefits at June 30, 2011 and 2010. There were no open tax years prior to 2007. In addition, PWIB, Inc. has no income tax related penalties or interest for the periods reported in these financial statements. X X false false false false false false false false false ERIC NELSON 138945 0 0 0 0 0 0 0 14531 0 153476 0 0 0 990 REVIEW PART VI, SECTION A, # 11 AFTER PREPARATION OF FORM 990 IS COMPLETE, THE CEO OF THE ORGANIZATION REVIEWS IT FOR ACCURACY. THE AUDIT COMMITTEE (A SUBCOMMITTEE OF THE BOARD OF DIRECTORS) THEN REVIEWS FORM 990 PRIOR TO FILING. PUBLIC ACCESS TO DOCUMENTS PART VI, SECTION C, # 19 BOARD MEETING MINUTES, CONFLICT OF INTEREST FORMS, FINANCIAL STATEMENTS, ETC. ARE MAINTAINED IN FILES LOCATED IN THE PHILADELPHIA WIB OFFICES AT 1601 MARKET STREET, PHILADELPHIA. IF ANY PUBLIC BODY OR PERSON WOULD LIKE TO VIEW THE DOCUMENTS, THEY MUST FORMALLY REQUEST TO REVIEW THEM AND PROVIDE THE REASON. ONCE APPROVED BY THE CEO, ARRANGEMENTS WILL BE MADE FOR THE PUBLIC BODY OR PERSON TO REVIEW THE DOCUMENTS IN THE PHILADELPHIA WIB OFFICES. COMPENSATION DETERMINATION PART VI, SECTION B #15A An Executive Evaluation & Compensation Committee, comprised of board of directors, meets with the CEO on an annual basis to review performance against goals (established the previous year). Comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations is obtained through GuideStar to assist in determining full compensation. A compensation determination memo is received from either the Board of Directors Chair or Executive Evaluation & Compensation Committee Chair; this memo is filed in the CEO's personnel file. CONFLICT OF INTEREST POLICY PART VI, SECTION B, 12 In order to insure that the citizens of our Commonwealth have complete confidence in those individuals appointed by the Governor to serve on the State Workforce Investment Board, and those appointed by the Chief Elected Official(s) to serve on Local Workforce Investment Boards and Youth Councils, these individuals agree to abide by the conflict of interest provisions as required by the Workforce Investment Act of 1998. Each board member completes on an annual basis a State-Required Conflict of Interest Form; these forms are filed in their board member file.