North Central Wisconsin Workforce Development Board FY2021 filing

Tax-deductible

Stevens Point, WI501(c)(3)Since 1984EmploymentEIN 39-1453475Revenue $2.4M in FY2021

On file with the IRSncwwdb.org2801 Hoover Rd, 54481-7100 · Stevens Point, WITax-exempt since Nov 1984Publicly supported charity — 170(b)(1)(A)(vi)

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NCWWDB leads, innovates, and supports the development and retention of a skilled workforce.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$83K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $2K a year · under 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$83K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$185K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
31
of 31 voting members
Looks good: 31 of 31 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
Spent
$2.4M
To programs
91%
Net assets
$855K
By yearFY2021–FY2024
Revenue
$2.4M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.4M
FY2022$2.5M
FY2023$2.7M
FY2024$2.9M
FY2024$3.6M
Expenses
$2.4M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.4M
FY2022$2.5M
FY2023$2.7M
FY2024$2.8M
FY2024$3.6M
Net assets
$855K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$855K
FY2022$803K
FY2023$838K
FY2024$890K
FY2024$939K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $2.2M Management & general 9% · $217K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

32 people listed on the 990; $83K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$82,792Pt VII · Sec A
Director
$100Pt VII · Sec A
Director
$100Pt VII · Sec A
Vice Chairman
$100Pt VII · Sec A
$50Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jane Spencer’s $110K as Executive Director is at the 35th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Jane Spencer$110,385$106,510$99,996$88,871$82,792
Ron Karl$200$100$200$250$100
Angela Close$200$50———
Tim Norlin$100$50$150$50$100
Ron Zimmerman—$150$150$100$100
Jeremy Higgins$100————
Paula Erickson————$50

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See North Central Wisconsin Workforce Development Board executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Distributes funds to support job training and workforce development programs.

Provided by the organization

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3 programs · $2.2M · in their own filed words · FY2020
01

Services include providing training and education funding as well as support and case management services to eligible participants during the fiscal year which ended on June 30, 2021

$2.1Mprogram expense
02

Job Fairs/Conferences

NCWWDB held a virtual IT Conference.

$14Kprogram expense
03

Training/Skill Development

The goal of this program provide life skills training to youth enrolled in programs at the Department of Vocational Rehabilitation.

$2Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$15K
Grants paid · 19 grants · $9.7M · 2020–2024
Forward Service CorporationWI · FY2024$960,059
Unitemized GrantFY2024$804,629
Forward Service CorporationWI · FY2023$971,347
Unitemized GrantFY2023$602,892
Letc INCWI · FY2023$232,259
Forward Service CorporationWI · FY2022$747,675
Unitemized GrantFY2022$619,854
LetcWI · FY2022$444,881
Forward Service CorporationWI · FY2021$657,391
LetcWI · FY2021$494,831
Unitemized GrantFY2021$494,165
Forward Service CorporationWI · FY2020$665,949
Unitemized GrantFY2020$577,202
See all 19 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.3M
Fees for servicesLn 2g$12K
Money outPt IX
$2.4M
Ln 25
Programscol B$2.2M
Managementcol C$217K
Owns and owesPt X
$855K
net assets · Ln 32
Cash and savingsLn 1–2$517K
Total assetsLn 16$1.0M
LiabilitiesLn 26$185K
PeoplePt VI, VII
32
listed · VII A
PaidVII A5
Voting boardVI 1a31
IndependentVI 1b31
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$2.3M
Fees for servicesLn 2g$12K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$517K
Cash and savings togetherLn 1–2$517K
InvestmentsLn 11–13$312K
Land, buildings, equipmentLn 10c$21K
Total assetsLn 16$1.0M
LiabilitiesLn 26$185K
Net assetsLn 32$855K
OperationsPt I, VI
EmployeesI 510
VolunteersI 624
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$841K$517K
InvestmentsLn 11–13$312K
Land, buildings, equipmentLn 10c$0$21K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$233K$185K
Net assetsLn 32$847K$855K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.1M$1.1M
Grants to domestic individualsLn 2$577K$577K
Pay of current officers, directors and key staffLn 5$100K$100K
Other salaries and wagesLn 7$284K$240K$44K
Pension plan contributionsLn 8$13K$12K$2K
Other employee benefitsLn 9$102K$83K$20K
Payroll taxesLn 10$25K$17K$9K
Accounting feesLn 11c$11K$390$11K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$30K$22K$8K
OccupancyLn 16$54K$41K$13K
TravelLn 17$9K$5K$4K
Conferences, conventions and meetingsLn 19$8$8
Depreciation, depletion and amortizationLn 22$3K$3K
Other expenses (24a–d)Ln 24$62K$55K$8K
Total functional expensesLn 25$2.4M$2.2M$217K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.9M$2.8M$3K$890K 990 PDF
FY2023 $2.7M$2.7M$819$838K 990 PDF
FY2022 $2.5M$2.5M−$2K$803K 990 PDF
FY2021 Viewing $2.4M$2.4M−$11K$855K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $2,358,978 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,596,289$2,347,201
I-9 Program service revenuePrior year $102,467$11,777
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,698,756$2,358,978
I-13 Grants and similar amounts paidPrior year $1,852,752$1,672,949
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $589,830$525,417
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $243,851$171,664
I-18 Total expensesPrior year $2,686,433$2,370,030
I-19 Revenue less expensesPrior year $12,323−$11,052
Part VI · Governance 31 of 31 board members independent, no flags
VI-1a Voting members of the governing body31
VI-1b Independent voting members31
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,358,978 across 4 lines filed
VIII-1e Government grants$2,347,201
VIII-1h Total contributions, gifts and grants$2,347,201
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,777 · Unrelated business $0 · Excluded from tax $0$11,777
VIII-12 Total revenueRelated to mission $11,777 · Unrelated business $0 · Excluded from tax $0$2,358,978
Part IX · Statement of functional expenses $2,370,030 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $1,095,747$1,095,747
IX-2 Grants to domestic individualsPrograms $577,202$577,202
IX-5 Pay of current officers, directors and key staffManagement $99,993$99,993
IX-7 Other salaries and wagesPrograms $240,497 · Management $43,888$284,385
IX-8 Pension plan contributionsPrograms $11,642 · Management $1,695$13,337
IX-9 Other employee benefitsPrograms $82,594 · Management $19,680$102,274
IX-10 Payroll taxesPrograms $16,858 · Management $8,570$25,428
IX-11c Accounting feesPrograms $390 · Management $11,091$11,481
IX-12 Advertising and promotionPrograms $2,134$2,134
IX-13 Office expensesPrograms $22,020 · Management $7,655$29,675
IX-16 OccupancyPrograms $40,894 · Management $13,129$54,023
IX-17 TravelPrograms $5,443 · Management $3,658$9,101
IX-19 Conferences, conventions and meetingsManagement $8$8
IX-22 Depreciation, depletion and amortizationPrograms $3,189$3,189
IX-24 Other expenses (24a–d)Programs $54,506 · Management $7,547$62,053
IX-25 Total functional expensesPrograms $2,153,116 · Management $216,914 · Fundraising $0$2,370,030
Part X · Balance sheet $1,039,426 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $840,742$516,521
X-3 Pledges and grants receivableStart of year $209,376$189,388
X-10c Land, buildings and equipment, netStart of year $0$21,165
X-11 Publicly traded securities$312,352
X-16 Total assetsStart of year $1,080,052$1,039,426
X-17 Accounts payable and accrued expensesStart of year $233,135$184,632
X-25 Other liabilities$0
X-26 Total liabilitiesStart of year $233,135$184,632
X-27 Net assets without donor restrictionsStart of year $846,917$854,794
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $846,917$854,794
X-33 Total liabilities and net assetsStart of year $1,080,052$1,039,426
Part XI · Reconciliation of net assets $854,794 net assets at year end
XI-1 Total revenue$2,358,978
XI-2 Total expenses$2,370,030
XI-3 Revenue less expenses−$11,052
XI-4 Net assets at start of year$846,917
XI-5 Net unrealized gains (losses) on investments$18,929
XI-10 Net assets at end of year$854,794

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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