WORK FORCE INVESTMENT BOARD OF THE SOUTHWEST REGION INC: Form 990, tax year 2009
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- Organization
- WORK FORCE INVESTMENT BOARD OF THE SOUTHWEST REGION INC (EIN 43-1925015)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-05
- IRS object ID
- 201131259349300023
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-05T11:37:15-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Williams-Keepers LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3220 West Edgewood Suite E | AddressLine1 |
| City | Jefferson City | City |
| State | MO | State |
| ZIP Code | 65109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431925015 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Workforce Investment Board of the | BusinessNameLine1 |
| Business Name Line2 | Southwest Region Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WORK | NameControl |
| Phone | 4172061717 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N Rangeline PO Box 1706 | AddressLine1 |
| City | Joplin | City |
| State | MO | State |
| ZIP Code | 64801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jasen Jones | Name |
| Title | Executive Director | Title |
| Phone | 4172061717 | Phone |
| Date Signed | 2011-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Oldelehr | Name |
| Phone | 5736356196 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JASEN JONES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N RANGELINE | AddressLine1 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3810713 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://www.workforcezone.net | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | Developing, establishing and administering workforce training | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2841172 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3810713 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2841172 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3810713 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2289007 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2780289 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 248246 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 320631 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 647900 | OtherExpensePriorYear |
| Other Expenses Current Year | 707041 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3185153 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3807961 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -343981 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2752 | RevenuesLessExpensesCY |
| Total Assets BOY | 302059 | TotalAssetsBOY |
| Total Assets EOY | 342047 | TotalAssetsEOY |
| Total Liabilities BOY | 585544 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 353271 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -283485 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -11224 | NetAssetsOrFundBalancesEOY |
| Mission Description | Enrich the region's economy by preparing businesses and the workforce for global competitiveness | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3522761 | Expense |
| Grants | 2780289 | Grants |
| Description | Providing a seven county area with assistance and access to training aids and other services to the general public who are actively pursuing employment. Number served = 4,475. | Description |
| Total Program Service Expense | 3522761 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASEN JONES ADMINISTRATIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4172061717 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N RANGELINE PO BOX 1706 | AddressLine1 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Susan Adams | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Brad Baker | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Cary Beasley | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Justin Belt | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Karla Bunch | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| John Claybrook | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Shirley Click | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Bev Kelsay | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Joe Craigmile | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Travis Creswell | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Eugene Dilbeck | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Anita Franson | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Cathleen Garrison | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Claude Howard | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| CJ Huff | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Colleen Kendrick | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Tracy Lemmons | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Jim McCall | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| James Pinjuv | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| John Seward | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Hillary Shadwick | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Tony Simmons | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Jane Sligar | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Rhonda Stafford | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Teddy Steen | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Barbie Tomlinson | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Ray Tubaugh | ||||||
| Treasurer | 0.20 | X | 0 | 0 | 0 | X |
| Marsha Wallace | ||||||
| Chairman | 0.20 | X | 0 | 0 | 0 | X |
| Ron Yust | ||||||
| Director | 0.20 | X | 0 | 0 | 0 | |
| Jasen Jones | ||||||
| Executive Director | 40.00 | 49736 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 49736 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 3810217 | GovernmentGrants |
| All Other Contributions | 496 | AllOtherContributions |
| Total Contributions | 3810713 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3810713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2780289 | Total |
| Program Services | 2780289 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68000 | Total |
| Program Services | 68000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252631 | Total |
| Program Services | 172534 | ProgramServices |
| Management And General | 80097 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12831 | Total |
| Management And General | 12831 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60523 | Total |
| Management And General | 60523 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152693 | Total |
| Program Services | 142428 | ProgramServices |
| Management And General | 10265 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139970 | Total |
| Program Services | 121763 | ProgramServices |
| Management And General | 18207 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168336 | Total |
| Program Services | 100497 | ProgramServices |
| Management And General | 67839 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28392 | Total |
| Program Services | 22997 | ProgramServices |
| Management And General | 5395 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38020 | Total |
| Program Services | 30671 | ProgramServices |
| Management And General | 7349 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8497 | Total |
| Program Services | 2977 | ProgramServices |
| Management And General | 5520 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Outreach | 44734 | 44422 | 312 |
| Training | 17289 | 17231 | 58 |
| Miscellaneous | 13851 | 13851 | |
| Membership Dues | 11105 | 8907 | 2198 |
| Equipment Maintenance | 10800 | 10045 | 755 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3807961 | Total |
| Program Services | 3522761 | ProgramServices |
| Management And General | 285200 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17163 | BOY |
| EOY | 126000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4437 | BOY |
| EOY | 55973 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56709 | BOY |
| EOY | 147148 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223750 | BOY |
| EOY | 12926 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302059 | BOY |
| EOY | 342047 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363723 | BOY |
| EOY | 33744 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142187 | BOY |
| EOY | 55097 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79634 | BOY |
| EOY | 264430 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585544 | BOY |
| EOY | 353271 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -285396 | BOY |
| EOY | -11224 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1911 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -283485 | BOY |
| EOY | -11224 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302059 | BOY |
| EOY | 342047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2684408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2659455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3277464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2841172 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3810713 | CurrentTaxYear |
| Total | 15273212 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2684408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2659455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3277464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2841172 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3810713 | CurrentTaxYear |
| Total | 15273212 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15273212 | PublicSupportTotal170 |
| Total Support | 15273212 | TotalSupport |
| Public Support Pertcentage170 | 1.00000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 1.00000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Custodial Funds | $29,102 |
| Due to Funding Source | $189,432 |
| Due to Sub-Recipient | $45,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 264430 | TotalOfAmounts |
| Total Revenue | 3810713 | TotalRevenue |
| Total Expenses | 3807961 | TotalExpenses |
| Excess Or Deficit For Year | 2752 | ExcessOrDeficitForYear |
| Prior Period Adjustments | 269509 | PriorPeriodAdjustments |
| Total Adjustments | 269509 | TotalAdjustments |
| Excess Or Deficit Per FS | 272261 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3810713 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3810713 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3810713 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3807961 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3807961 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3807961 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part XI, Line 10: The prior period adjustment is not reflected On Page 1, lines 20 -22. The excess or (deficit) for the year per audited financial statements is $2,752. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alternative Opportunities | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 W College | AddressLine1 |
| City | Springfield | City |
| State | MO | State |
| ZIP Code | 65802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 431608916 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 2780289 | AmountOfCashGrant |
| Purpose Of Grant | To carry out the functions of the workforce investment act. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: There are signed contracts and reconciled report documents between the organization, subcontractors and state agencies. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, 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, Part VI, Section B, line 11 | Form 990 is reviewed by the Finance Committee. | |
| Form 990, Part VI, Section B, line 15a | Executive compensation for the organization is regulated by the U.S. Department of Labor's Employment and Training Administration as a condition of the agency's grant funding. The WIB benchmarked executive compensation for similar organizations across Missouri in setting the pay range of the Executive Director. | |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy and financial statements are all available upon request. | |
| The process did not change from the prior year. | ||
| Form 990, Part VI, Line 12 | Financial statements have been prepared on the accrual basis of accounting except that the Missouri Department of Economic Development's Division of Workforce Development requires that fixed assets purchased with grant funds be expensed when purchased rather than being capitalized and depreciated over the useful life of the asset. | Independent Audited Financial Statements |