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Nonprofiteer
← SOUTH BAY WORKFORCE INVESTMENT BOARD INC

Form 990 for tax year 2022

Filed by SOUTH BAY WORKFORCE INVESTMENT BOARD INC.

Totals

Total revenue
$34,651,409
Total expenses
$33,884,974
Contributions and grants received
$34,302,859
Grants paid
$0
Program service revenue
$0
Investment income
$19,323
Other revenue
$329,227
Total assets, end of year
$10,967,197
Total liabilities, end of year
$4,491,265
Net assets or fund balances, end of year
$6,475,932
Program services expenses (Part IX)
$31,168,949
Management and general expenses
$2,612,382
Fundraising expenses
$103,643
Program service expenses (Part III)
$31,168,949

Program services were 92.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $32,951,772

  • 1f · All other contributions, gifts and grants

    $1,351,087

  • 3 · Investment income

    total $19,323 · excluded $19,323

  • 6a · Gross rents

    real property $326,379

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $326,379

  • 6d · Net rental income or loss

    total $326,379 · excluded $326,379

  • 11a · Other revenue: OTHER INCOME

    total $2,848 · excluded $2,848

  • 11e · Other revenue, total

    $2,848

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $279,352 · program services $45,112 · management and general $231,952 · fundraising $2,288

  • 7 · Other salaries and wages

    total $24,054,490 · program services $22,676,825 · management and general $1,367,580 · fundraising $10,085

  • 9 · Other employee benefits

    total $203,770 · program services $161,149 · management and general $42,294 · fundraising $327

  • 10 · Payroll taxes

    total $605,463 · program services $478,823 · management and general $125,667 · fundraising $973

  • 11b · Fees: legal

    total $48,422 · program services $24,546 · management and general $21,974 · fundraising $1,902

  • 11c · Fees: accounting

    total $61,048 · program services $30,946 · management and general $27,704 · fundraising $2,398

  • 11g · Fees: other

    total $112,536 · program services $57,046 · management and general $51,069 · fundraising $4,421

  • 12 · Advertising and promotion

    total $19,249 · program services $16,663 · management and general $2,586

  • 13 · Office expenses

    total $899,496 · program services $654,993 · management and general $238,176 · fundraising $6,327

  • 16 · Occupancy

    total $1,260,371 · program services $867,683 · management and general $392,688

  • 17 · Travel

    total $248,893 · program services $152,327 · management and general $21,644 · fundraising $74,922

  • 23 · Insurance

    total $739,434 · program services $715,599 · management and general $23,835

  • 24a · Other expenses: PARTICIPANT PROGRAM TRA

    total $2,808,961 · program services $2,808,961

  • 24b · Other expenses: CONTRACT SERVICES

    total $2,502,312 · program services $2,437,099 · management and general $65,213

  • 24c · Other expenses: SUPPORTIVE SERVICES

    total $32,446 · program services $32,446

  • 24d · Other expenses: DONATIONS

    total $8,731 · program services $8,731

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,223,951 · end of year $3,307,460

  • 2 · Savings and temporary cash investments

    beginning of year $1,649 · end of year $2,945

  • 3 · Pledges and grants receivable

    beginning of year $3,587,637 · end of year $4,110,245

  • 8 · Inventories for sale or use

    beginning of year $17,532 · end of year $14,568

  • 9 · Prepaid expenses and deferred charges

    beginning of year $101,660 · end of year $116,694

  • 11 · Investments: publicly traded securities

    beginning of year $1,626,992 · end of year $1,695,695

  • 15 · Other assets

    beginning of year $64,067 · end of year $1,719,590

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,963,371 · end of year $2,808,435

  • 19 · Deferred revenue

    beginning of year $0 · end of year $5,250

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,677,580

  • 27 · Net assets without donor restrictions

    beginning of year $5,660,117 · end of year $6,475,932

Mission and programs · 2022

Mission

FACILITATE AND COORDINATE A STRATEGIC WORKFORCE INVESTMENT SYSTEM WITHIN THE SOUTH BAY AREA THAT WILL: A) DEVELOP, IMPLEMENT, AND MAINTAIN A TRAINING PROVIDER QUALITY CONTROL PROCESS FOR USE BY EMPLOYERS OR INDIVIDUALS SEEKING TO BUY TRAINING SERVICES; B) ACT AS A FISCAL AGENT AND ADMINISTRATIVE ENTITY FOR LOCAL, STATE AND FEDERAL WORKFORCE DEVELOPMENT FUNDS

Activities or mission (Part I)

DEVELOP, ADMINISTER AND COORDINATE SOUTH BAY WORKFORCE INVESTMENT BOARD, INC. ACTIVITIES AS OUTLINED IN THE WORKFORCE INNOVATION AND OPPORTUNITY ACT OF 2014 AND OTHER RELATED LAWS.

  • DHHS/DPSS - SINGLE ALLOCATION: GAIN, STEP, WORKSTUDY, DCFS, GROW, DCFS PROBATION, YOUTH JOBS. IN ITS CAPACITY AS INTERMEDIARY CONTRACTOR, THE ORGANIZATION ACTS AS "EMPLOYER OF RECORD" FOR THE PROGRAM AND PAYS ELIGIBLE PARTICIPANTS TO WORK AT SUBCONTRACTED PUBLIC, NON-PROFIT AND PRIVATE FOR PROFIT AGENCIES ACROSS LA COUNTY, PROVIDING MONETARY INCENTIVE FOR PARTICIPANTS TO WORK IN A REAL-WORLD WORK ENVIRONMENT. PARTICIPANTS LEARN NEW SKILLS WHICH HELP WITH THEIR CONFIDENCE AND SELF ESTEEM, ALONG WITH THE DEVELOPMENT OF GOOD WORK HABITS AND THE ESTABLISHMENT OF A RECENT WORK HISTORY. QUALITY TRANSITIONAL SUBSIDIZED EMPLOYMENT PROGRAM ASSIGNMENTS HELP PREPARE THE PARTICIPANTS FOR FULL TIME, UNSUBSIDIZED EMPLOYMENT AND SELF-SUFFICIENCY BY ENCOURAGING RESPONSIBILITY, DEPENDABILITY AND A STRONG WORK ETHIC.

    Expenses $18,595,500

  • THE ORGANIZATION RECEIVES GRANTS AND CONTRIBUTIONS FROM GOVERNMENT AS WELL AS FOR-PROFIT AND NON-PROFIT ORGANIZATIONS TO PROVIDE VARIOUS PROGRAMS THAT ASSIST IN JOB TRAINING AND PLACEMENT IN HIGH-GROWTH AND EMERGENCY INDUSTRY SECTORS.

    Expenses $6,164,355

  • WORKFORCE INNOVATION AND OPPORTUNITY ACT OF 2014 (WIOA) PROVIDES WORKFORCE DEVELOPMENT SERVICES TO EMPLOYERS AND WORKERS THROUGH A UNIVERSALLY ACCESSIBLE INFORMATION-DRIVEN, AMERICAN JOB CREATION CENTER SYSTEM AND IS A NATIONAL WORKFORCE DEVELOPMENT PROGRAM THAT TARGETS INDIVIDUALS LIVING BELOW OR NEAR THE POVERTY LEVEL, OR DISLOCATED WORKERS, AS WELL AS YOUTH, TO PROVIDE THEM WITH SKILLS NEEDED TO ENTER THE JOB MARKET, FOCUSING ON THE ENERGY EFFICIENCY AND RENEWABLE ENERGY INDUSTRIES.

    Expenses $6,034,965

  • YOUTHBUILD PROVIDES DISADVANTAGED YOUTH WITH THE EDUCATION AND EMPLOYMENT SKILLS NECESSARY TO ACHIEVE ECONOMIC SELF-SUFFICIENCY IN OCCUPATIONS IN HIGH DEMAND AND POST-SECONDARY EDUCATION AND TRAINING OPPORTUNITIES; OPPORTUNITIES FOR MEANINGFUL WORK AND SERVICE TO THEIR COMMUNITIES; AND OPPORTUNITIES TO DEVELOP EMPLOYMENT AND LEADERSHIP SKILLS AND A COMMITMENT TO COMMUNITY DEVELOPMENT AMONG YOUTH IN LOW-INCOME COMMUNITIES.

    Expenses $374,129

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TUDORITA GIULEA

    CFO

    Total calculated
    $176,892
    From this org
    $147,410
    From related orgs
    $0
    Other
    $29,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,410
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,482
    Filer's total
    $176,892

  • TRACEY ATKINS

    GAIN UNIT MANAGER

    Total calculated
    $152,839
    From this org
    $137,161
    From related orgs
    $0
    Other
    $15,678
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,161
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,678
    Filer's total
    $152,839

  • CAMERON COX

    IT MANAGER

    Total calculated
    $151,395
    From this org
    $135,916
    From related orgs
    $0
    Other
    $15,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,916
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,479
    Filer's total
    $151,395

  • JAN VOGEL

    CEO

    Total calculated
    $140,337
    From this org
    $120,837
    From related orgs
    $0
    Other
    $19,500
    Hours/week
    23

  • ROBERT CHAVEZ

    OPERATIONS MANAGER

    Total calculated
    $129,274
    From this org
    $129,274
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • DAWN WHITE

    HR MANAGER

    Total calculated
    $112,841
    From this org
    $112,841
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • STEPHEN OSADA

    IT PROGRAMMER

    Total calculated
    $106,698
    From this org
    $106,698
    From related orgs
    $0
    Other
    $0
    Hours/week
    28

  • GLENN MITCHELL

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • MARIA CAMACHO

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA BENNETT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TOM BEEDON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA DONALDSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BERNIE KONIG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MOHAMMAD NASER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
18 April 2024
IRS schema version
2022v5.0
Source object
202431099349300848

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