2025-03-19T02:17:54-05:00 2024-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2023-07-01 593031785 BREVARD WORKFORCE DEVELOPMENT BOARD INC BREV 3213940790 297 BARNES BLVD ROCKLEDGE FL 329555325 MARCI MURPHY PRESIDENT 3213940790 2025-03-13 1 1 JAMES A HALLERAN P00005496 3862574100 2025-03-13 2023 2025-03-06 01:10:19Z CAREERSOURCE BREVARD FLAGLER VOLUSIA MARCI MURPHY 297 BARNES BLVD ROCKLEDGE FL 329555325 13495742 0 X WWW.CAREERSOURCEBREVARD.COM X 1990 FL CSBFV SHALL FACILITATE AND BE THE CATALYST FOR WORKFORCE DEVELOPMENT ACTIVITIES THAT ARE RESPONSIVE TO THE EMPLOYMENT AND TRAINING NEEDS OF BUSINESSES AND JOB SEEKERS. 23 23 29 22 0 0 10619977 13479886 50280 5875 4655 9981 302 0 10675214 13495742 6314799 6856689 0 0 1991198 2441700 0 0 0 2380265 3661120 10686262 12959509 -11048 536233 2607555 3929255 2362487 3725612 245068 203643 X CSBFV SHALL FACILITATE AND BE THE CATALYST FOR WORKFORCE DEVELOPMENT ACTIVITIES THAT ARE RESPONSIVE TO THE EMPLOYMENT AND TRAINING NEEDS OF BUSINESSES AND JOB SEEKERS. 1 0 8665049 5519718 WORKFORCE INNOVATION AND OPPORTUNITY ACT (ADULT, YOUTH, AND DISLOCATED WORKER TRAINING PROGRAMS) - ASSISTING THESE GROUPS IN FINDING EMPLOYMENT BY PREPARING WORKERS FOR ENTRY INTO THE LABOR FORCE AND/OR PROVIDING TRAINING TO INDIVIDUALS WHO FACE BARRIERS TO EMPLOYMENT. 1516832 137181 945 EMPLOYMENT SERVICE THROUGH FLORIDA AGENCY FOR WORKFORCE INNOVATION (WAGNER PEYSER, DISABLED VETERANS, LOCAL VETERANS' EMPLOYMENT REPRESENTATIVES). SERVICES INCLUDE OCCUPATIONAL TRAINING, SKILLS ASSESSMENTS, RESOURCE ROOMS, ASSISTANCE FOR JOB SEEKERS, AND SUPPORT SERVICES. 1165029 655371 TEMPORARY ASSISTANCE FOR NEEDY FAMILIES - SERVICES PROVIDED INCLUDE TRAINING PROGRAMS, ASSISTANCE IN FINDING EMPLOYMENT, AND SKILLS ASSESSMENTS. 687249 544419 4930 NUTRITION ASSISTANCE, UNEMPLOYMENT COMPENSATION, REEMPLOYMENT AND ELIGIBILITY ASSESSMENTS, AND OTHER TRAINING AND JOB RELATED PROGRAMS THAT ENHANCE THE EMPLOYABILITY OF PARTICIPANTS. 687249 544419 4930 12034159 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 4 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X YVONNE KOBRIN 3213940700 297 BARNES BOULEVARD ROCKLEDGE FL 32955 AMAR PATEL DIRECTOR 1.00 X 0 0 0 ART HOELKE DIRECTOR 1.00 X 0 0 0 BRIAN JASKIEWICZ DIRECTOR 1.00 X 0 0 0 COLLEEN BROWNE TREASURER 1.00 X X 0 0 0 FRANK ABBATE DIRECTOR 1.00 X 0 0 0 KIRSTEN PATCHETT DIRECTOR 1.00 X 0 0 0 LLOYD GREGG CHAIR 1.00 X X 0 0 0 LYNDA WEATHERMAN DIRECTOR 1.00 X 0 0 0 MARY JANE BRECKLIN VICE CHAIR 1.00 X X 0 0 0 MIKE MENYHART DIRECTOR 1.00 X 0 0 0 NANCY HELLER DIRECTOR 1.00 X 0 0 0 PAMELA REED DIRECTOR 1.00 X 0 0 0 RANDALL FLETCHER DIRECTOR 1.00 X 0 0 0 SHAWN BEAL DIRECTOR 1.00 X 0 0 0 TRACI KLINKBEIL DIRECTOR 1.00 X 0 0 0 WAYNE OLSON DIRECTOR 1.00 X 0 0 0 KAREN HOUSTON DIRECTOR 1.00 X 0 0 0 KAREN LOCKE DIRECTOR 1.00 X 0 0 0 NUNO MANA DIRECTOR 1.00 X 0 0 0 CORDELL ROLLE DIRECTOR 1.00 X 0 0 0 MONICA SHAH DIRECTOR 1.00 X 0 0 0 HOLLY TANNER DIRECTOR 1.00 X 0 0 0 MARCI MURPHY PRESIDENT 40.00 X 130568 0 41996 YVONNE KOBRIN CFO AS OF 3/4/24 40.00 X 0 0 0 HOLLY PASCHAL SECRETARY 40.00 X 62077 0 15817 LYNN HUDSON DIRECTOR OF FINANCE 40.00 X 66819 0 24547 JEFFREY WITT VP OF IT AND FACILITIES 40.00 X 102937 0 12370 362401 0 94730 2 0 1 0 HERC RENTALS INC 27500 RIVERVIEW CENTER BLVD BONITA SPRINGS FL 34134 EQUIPMENT RENTAL 876108 SUNBELT RENTALS 1799 INNOVATION POINT FORT MILL SC 29715 EQUIPMENT RENTAL 566508 UNITED RENTALS 100 FIRST STAMFORD PLACE SUITE 700 STAMFORD CT 06902 EQUIPMENT RENTAL 342721 295 BARNES BLVD LLC 295 BARNES BLVD ROCKLEDGE FL 32955 BUILDING RENTAL 319033 COUNTRY CLUB PALM BAY LLC 5275 BABCOCK ST NE PALM BAY FL 32905 BUILDING RENTAL 243862 12 12870309 609577 13479886 PARTICIPANT SERVICES 812900 5875 5875 5875 9981 9981 13495742 5875 0 9981 3736662 3736662 3120027 3120027 452862 452862 1470202 1356164 114038 164838 146365 18473 230104 202401 27703 123694 80156 43538 29776 17800 11976 30839 18436 12403 215471 128809 86662 43753 43753 112694 99612 13082 206066 191726 14340 785222 687245 97977 30500 24021 6479 27028 21635 5393 24481 24481 177881 168192 9689 VEHICLE & EQUIPMENT REN 1705709 1705080 629 REPAIRS & MAINTENANCE E 271700 261594 10106 12959509 12034159 925350 0 483942 1710854 77343 78410 860536 412558 261674 213502 1907094 1840513 47137 66581 876923 1447350 2607555 3929255 876796 592730 491646 1466130 880618 0 113427 1666752 2362487 3725612 X 245068 203643 245068 203643 2607555 3929255 X 536233 -577658 X 0 1 X 1 1 1 X 13424628 15036814 11395558 10619977 13479886 63956863 13424628 15036814 11395558 10619977 13479886 63956863 63956863 1725 1226 916 4655 9981 18503 231306 18057 54118 303481 64278847 125213 0.99500 0.99300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 224,984. 2020 AMOUNT: $ 18,057. 2021 AMOUNT: $ 53,118. SPONSORSHIP REVENUE - 2019 AMOUNT: $ 6,322. 2021 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1216892 1216892 0 648301 584370 63931 41901 39251 2650 66581 DUE TO RELATED PARTIES 54598 ACCRUED COMPENSATED ABSENCES (LONG TERM) 162210 LT LEASE LIABILITY - OPERATING LEASE 994018 ST LEASE LIABILITY - OPERATING LEASE 455926 1666752 X 12918084 0 12918084 577658 577658 13495742 12959509 0 12959509 0 12959509 PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS FOR THE PAST THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS CONTRIBUTION FROM WORKFORCE DEVELOPMENT BOARD OF FLAGLER/VOLUSIA 577,658. 1 C2 GLOBAL PROFESSIONAL SERVICES LLC 5620 OAK BLVD AUSTIN TX 78735 273203623 3736662 0 FOR CAREER CENTER OPERATIONS 0 1 PARTICIPANT TRAINING AND SUPPORT SERVICES 362 3120027 PART I, LINE 2: CAREERSOURCE BREVARD AWARDS ONE (1) SUBRECIPIENT FOR THE PURPOSE OF SERVING AS THE ONE-STOP OPERATOR AND WORKFORCE SERVICES PROVIDER. THE ONE-STOP OPERATOR AND WORKFORCE SERVICES PROVIDER IS COMPETITIVELY PROCURED EVERY FOUR YEARS AS REQUIRED BY WIOA. FUNDS FROM ALL GRANTS PERTAINING TO PARTICIPANT TRAINING AND SUPPORT SERVICES ARE ALLOCATED AND MANAGED THROUGH A SCHOLARSHIP UNIT (SU). THE SU REVIEWS AND APPROVES ALL TRAINING AND SUPPORTIVE SERVICES. THE SU IS COMPRISED OF SENIOR CONTRACTOR AND BOARD STAFF WHO REVIEW THE INFORMATION COMPILED BY THE FRONT-LINE STAFF TO ENSURE THAT THE TRAINING OPPORTUNITY IS APPROPRIATE AND A GOOD INVESTMENT OF PUBLIC FUNDS. EACH MEMBER OF THE SU VOTES INDEPENDENTLY. A MORE DETAILED LIST OF RESPONSIBILITIES CAN BE FOUND IN THE LOCAL WORKFORCE PLAN. X 0 0 0 0 0 0 0 0 0 MARCI MURPHY PRESIDENT 104816 0 25752 0 0 0 23940 0 18056 0 172564 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT (CEO) IS ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS. THE ORGANIZATION IS CURRENTLY EVALUATING WAYS TO INCORPORATE COMPARABILITY DATA INTO THE COMPENSATION DETERMINATION PROCESS. QUALITY LABOR MANAGEMENT 35% OWNED BY FAMILY MEMBER OF JANA BAUER (EMPLOYEE OF ORG) 2321884 PARTICIPANT WAGES 0 FORM 990, PART III, LINE 2 ON JANUARY 8, 2024, BREVARD WORKFORCE DEVELOPMENT BOARD, INC. BECAME THE FISCAL AGENT FOR CAREERSOURCE FLAGLER VOLUSIA (CSFV). THE TWO ENTITIES OFFICIALLY CONSOLIDATED EFFECTIVE JULY 1, 2024. THE NET ASSETS OF CSFV WERE ABSORBED BY BREVARD WORKFORCE IN JUNE 2024 AND ARE REFLECTED IN THE FINANCIALS AS A CONTRIBUTION FROM CSFV. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO EXERCISE THOSE POWERS OF THE BOARD, WHICH MAY BE LAWFULLY DELEGATED, AND CONSISTENT WITH THESE BYLAWS AND THE CONSORTIUM AGREEMENT. THE CHAIR OF THE BOARD SHALL PRESIDE OVER THE EXECUTIVE COMMITTEE. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL AUTHORITY OF THE BOARD, EXCEPT FOR THE FOLLOWING PROHIBITIONS: MAY NOT REMOVE EXISTING OFFICERS OR BOARD DIRECTORS OR ELECT NEW OFFICERS. MAY NOT ADOPT, REPEAL, OR AMEND THESE BYLAWS OR ARTICLES OF INCORPORATION. MAY NOT AMEND THE BUDGET OR ADOPT PROGRAMS EXCEPT WHEN TIME REQUIREMENTS CLEARLY DO NOT PERMIT ACTION BY THE FULL BOARD OR THE CONSORTIUM WITHOUT UNDULY RESTRICTING NEEDED SERVICES TO THE CONSTITUENCY IT SERVES. UNDER THOSE CIRCUMSTANCES, IN THE DISCRETION OF THE CHAIR, THE EXECUTIVE COMMITTEE MAY APPROVE OR AMEND THE BUDGET, ADOPT PROGRAMS AND APPROVE CONTRACTORS FOR COMPETITIVELY BID FUNDS FROM FEDERAL, STATE AND LOCAL GOVERNMENTS, FROM FOUNDATIONS, AND FROM SECTOR SOURCES, BUT IN SUCH CASES THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIONS AND RECOMMENDATIONS AT THE NEXT BOARD MEETING FOR RATIFICATION AND, IF ANY CHANGES REQUIRE CONSORTIUM APPROVAL (E.G., BUDGET AMENDMENTS), SHALL REPORT ITS ACTIONS AND RECOMMENDATION AT THE NEXT CONSORTIUM MEETING FOR RATIFICATION. IF THE CHANGE ENTAILS FUNDING OUTSIDE OF THE FOLLOWING FEDERAL FUNDING STREAMS, UNITED STATES DEPARTMENT OF AGRICULTURE, UNITED STATES DEPARTMENT OF LABOR OR THE UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE EXECUTIVE DIRECTOR WILL BE RESPONSIBLE FOR NOTIFYING THE CONSORTIUM OF THE CHANGES SO THAT THE CONSORTIUM MAY SET A SEPARATE MEETING AS IT DEEMS NECESSARY. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON 6/23/2024 TO INCLUDE LANGUAGE RESULTING FROM A MERGER BETWEEN BREVARD WORKFORCE DEVELOPMENT BOARD WITH FLAGLER/VOLUSIA WORKFORCE DEVELOPMENT BOARD. THESE CHANGES ARE GLOBAL THROUGHOUT THE DOCUMENT AND ARE REFLECTIVE OF MERGING THE TWO ENTITIES, BUT KEEP THE SAME STRUCTURE AS THE SURVIVING ENTITY. A COPY OF THE BYLAWS ARE AVAILABLE UPON REQUEST. THE MOST SIGNIFICANT CHANGE IS THE WORDING REGARDING THE BOARD NOMINATION/APPOINTMENT. IT WAS PREVIOUSLY STATED THAT ALL BOARD MEMBER NOMINEES ARE APPOINTED BY THE BREVARD BOARD OF COUNTY COMMISSIONERS AS RECOMMENDED TO THEM BY THE FULL BOARD OF DIRECTORS. THE NEW BYLAWS STATE THAT ALL BOARD MEMBER NOMINEES ARE APPOINTED BY THE CONSORTIUM. THESE CHANGES ARE DUE TO COMMENCE 7/1/2024. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBER NOMINEES ARE APPOINTED BY THE CONSORTIUM. THE CONSORTIUM IS THE GROUP OF ELECTED OFFICIALS APPOINTED BY THE RESPECTIVE BREVARD, FLAGLER, AND VOLUSIA CHIEF LOCAL ELECTED OFFICIALS (CEOS) TO ACT AS THE CEOS FOR THE DESIGNATED REGION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND BOARD CHAIR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A FINANCIAL AND ORGANIZATIONAL DISCLOSURE STATEMENT ANNUALLY. BOARD MEMBERS MUST ABSTAIN FROM VOTING ON ANY MEASURE THAT MAY BE TO HIS OR HER PRIVATE GAIN AND SUCH MEASURES REQUIRE A 2/3 VOTE OF THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT (CEO) IS ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER MANAGEMENT OFFICIALS IS DETERMINED BY THE PRESIDENT, IN ACCORDANCE WITH BOARD APPROVAL BY PLAN. THE ORGANIZATION ENGAGED AN HR CONSULTANT TO ESTABLISH APPROPRIATE PAY RANGES AND JOB TITLES USING BOTH PUBLISHED SALARY SURVEY DATA AND CONDUCTING A SMALL CUSTOM SURVEY THAT INCLUDED ORGANIZATIONS IN OTHER FLORIDA COUNTIES, NAMELY, BREVARD, VOLUSIA AND FLAGLER COUNTIES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION IN ACCORDANCE WITH FLORIDA'S PUBLIC RECORDS LAW, SECTION 119, FLORIDA STATUTES. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ORGANIZATION'S ANNUAL REPORT. FORM 990, PART XI, LINE 9: WFBDB OF FLAGLER/VOLUSIA MERGER: NET ASSETS TAX/GAAP DIFFERENCE -577,658.