Civic Intelligence

Heartland Workforce Investment Board Inc

EIN 59-3397632 • 501(c)3 • Sebring, FL

Profile

Cooperation throughout the region to maximize talent development, economic development and sustainable growth to improve the quality of life of our citizens, while recognizing the unique attributes of each of the four counties within our geographic area.

5901 S US Hwy 27 South No 1Sebring, FL 33870-2117

careersourceheartland.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.60x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

41st percentile

0.6%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$131,491

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

19th percentile

-8.1%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-8.4%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,096,453

Down $23,492 (-1.1%) from 2023

Liabilities

Down

$2,117,907

Down $15,253 (-0.7%) from 2023

Net Assets

Down

-$21,454

Down $8,239 (-62%) from 2023

Revenue

Up

$3,516,113

Up $175,121 (+5.2%) from 2023

Expenses

Up

$3,524,352

Up $183,066 (+5.5%) from 2023

Net Income

Down

-$8,239

Down $7,945 (-2702%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $274,919Liabilities 2011: $207,178Net Assets 2011: $67,7412011Assets 2012: $264,697Liabilities 2012: $293,830Net Assets 2012: -$29,1332012Assets 2013: $263,163Liabilities 2013: $316,329Net Assets 2013: -$53,1662013Assets 2014: $329,573Liabilities 2014: $389,624Net Assets 2014: -$60,0512014Assets 2015: $184,438Liabilities 2015: $240,304Net Assets 2015: -$55,8662015Assets 2016: $253,834Liabilities 2016: $313,384Net Assets 2016: -$59,5502016Assets 2017: $407,775Liabilities 2017: $461,072Net Assets 2017: -$53,2972017Assets 2018: $433,801Liabilities 2018: $472,488Net Assets 2018: -$38,6872018Assets 2019: $522,091Liabilities 2019: $555,076Net Assets 2019: -$32,9852019Assets 2020: $509,181Liabilities 2020: $533,839Net Assets 2020: -$24,6582020Assets 2021: $398,548Liabilities 2021: $415,619Net Assets 2021: -$17,0712021Assets 2022: $340,612Liabilities 2022: $353,533Net Assets 2022: -$12,9212022Assets 2023: $2,119,945Liabilities 2023: $2,133,160Net Assets 2023: -$13,2152023Assets 2024: $2,096,453Liabilities 2024: $2,117,907Net Assets 2024: -$21,4542024

Highlighted filing

2024

Assets$2,096,453
Liabilities$2,117,907
Net Assets-$21,454

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,072,222Expenses 2011: $3,161,233Net Income 2011: -$89,0112011Expenses 2012: $2,495,0452012Revenue 2013: $2,550,975Expenses 2013: $2,575,008Net Income 2013: -$24,0332013Revenue 2014: $2,505,636Expenses 2014: $2,512,521Net Income 2014: -$6,8852014Revenue 2015: $2,118,324Expenses 2015: $2,114,139Net Income 2015: $4,1852015Revenue 2016: $2,242,033Expenses 2016: $2,245,717Net Income 2016: -$3,6842016Revenue 2017: $2,459,145Expenses 2017: $2,452,892Net Income 2017: $6,2532017Revenue 2018: $2,863,124Expenses 2018: $2,848,514Net Income 2018: $14,6102018Revenue 2019: $3,174,647Expenses 2019: $3,168,945Net Income 2019: $5,7022019Revenue 2020: $3,475,976Expenses 2020: $3,467,649Net Income 2020: $8,3272020Revenue 2021: $3,676,206Expenses 2021: $3,668,619Net Income 2021: $7,5872021Revenue 2022: $3,155,472Expenses 2022: $3,151,322Net Income 2022: $4,1502022Revenue 2023: $3,340,992Expenses 2023: $3,341,286Net Income 2023: -$2942023Revenue 2024: $3,516,113Expenses 2024: $3,524,352Net Income 2024: -$8,2392024

Highlighted filing

2024

Revenue$3,516,113
Expenses$3,524,352
Net Income-$8,239

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$2.12$0.02$3.52$3.52$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.12$2.13$0.01$3.34$3.34$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.35$0.01$3.16$3.15$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.42$0.02$3.68$3.67$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.53$0.02$3.48$3.47$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.56$0.03$3.17$3.17$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.47$0.04$2.86$2.85$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.46$0.05$2.46$2.45$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.31$0.06$2.24$2.25$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.24$0.06$2.12$2.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.39$0.06$2.51$2.51$0.01
2013Summary only. Only limited summary data is available for this year.$0.26$0.32$0.05$2.55$2.58$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.29$0.03$2.50
2011Summary only. Only limited summary data is available for this year.$0.27$0.21$0.07$3.07$3.16$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 12, 2025
Return Version
2023v6.0
Gross Receipts
$3,516,113
Mission and Program Overview

Mission

The mission of careersource heartland is to promote and enhance career development opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$126,815$167,349▲ $40,534
Prepaid Expenses and Deferred Charges$57,289$84,674▲ $27,385
Pledges and Grants Receivable$107,477$49,998▼ $57,479
Savings and Temporary Cash Investments$36,573$38,562▲ $1,989
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,119,945$2,096,453▼ $23,492
Other Assets Total$1,791,791$1,755,870▼ $35,921
Liabilities
Other Liabilities$1,767,890$1,735,710▼ $32,180
Accounts Payable and Accrued Expenses$222,334$232,608▲ $10,274
Deferred Revenue$142,936$149,589▲ $6,653
Total Liabilities$2,133,160$2,117,907▼ $15,253
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-13,215$-21,454▼ $8,239
Total Net Assets Fund Balance$-13,215$-21,454▼ $8,239
Total Liabilities and Net Assets / Fund Balance$2,119,945$2,096,453▼ $23,492

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$26,187$26,187
Other Assets Org$1,735,710--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna DoubledayPresident/CEOFT$113,221$12,698$125,919
Michelle ArenaCFOFT$71,296$16,183$87,479

Board Members and Trustees

NameTitle
Raymond RoyceChair
David RoyalChair-elect
Kelly OwensExecutive Board Chair
Kevin RobertsExecutive Board Vice Chair
Amanda WilsonDirector
Andrea BroomfieldDirector
Angel WigginsDirector
Brenda LongshoreDirector
Christen JohnsonDirector
Denise GrimsleyDirector
Gary RitterDirector
Glenn WestDirector
Jerod GrossDirector
Joshua ExendinsDirector
Judith GeorgeDirector
Kaylee KingDirector
Leigh Ann BellamyDirector
Lois HiltonDirector
Mary DowDirector
Skylar HarrisonDirector
Sondra GuffeyDirector
Wayne OlsonDirector
Yessenia IrizarryDirector
Allen MooreDirector - End 1/24/24
Russell BrownDirector - End 6/19/24
Jacquelyn LockhartDirector - End 7/6/23
Kevin CundiffDirector - End 9/29/23
Don GarnerDirector - Start 1/24/24
Dawn HooverDirector - Start 10/25/23
Deborah ManciniDirector - Start 10/25/23
Jeff JonesDirector - Start 10/25/23
Lindsey MccainDirector - Start 10/25/23
Stephanie EtterDirector - Start 6/19/24
Fred HawkinsDirector - Start 7/3/23
William AllbrittonSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cm Payne & Son INCRent9410 PAYNE ROAD, Sebring, FL 33875$168,188
Enablewise LLCProfessional Services777 S HARBOUR ISLAND BLVD STE 400, Tampa, FL 33602$106,377
Revenue and Support

Revenue Composition

Contributions and Grants
$3,513,087
Program Service Revenue
$0
Investment Income
$238
Other Revenue
$2,788
Change in Net Assets
$-8,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,516,113
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,516,113
Total Revenue per Form 990
$3,516,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,862,218
Grants and Similar Amounts Paid$999,637
Other Expenses$662,497
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,110,448$48,385-$1,158,833
Grants to Domestic Orgs$613,859--$613,859
Grants to Domestic Individuals$385,778--$385,778
Other Employee Benefits$323,855$26,491-$350,346
Occupancy$263,205$9,583-$272,788
Current Officers, Directors, Trustees, and Key Employees$109,051$110,221-$219,272
Fees for Services Other$127,182$19,495-$146,677
Payroll Taxes$91,320$10,754-$102,074
Information Technology$81,756$9,476-$91,232
Office Expenses$44,058$3,645-$47,703
Pension Plan Contributions$29,433$2,260-$31,693
Fees for Services Accounting-$31,000-$31,000
Insurance$21,883$3,422-$25,305
Travel$19,354$379-$19,733
Advertising$11,710$356-$12,066
Other Expenses$3,900$753-$4,653
Fees for Services Legal-$1,155-$1,155
Total Functional Expenses$3,241,293$283,059$0$3,524,352

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,524,352
Total Expenses per Audited Statements$3,524,352
Total Expenses per Form 990$3,524,352
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Florida State CollegeAvon Park, FL115(2)In-school Youth Services, Out-of-school Youth Services, and Teen Pregnancy Initiatives$608,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sun Coast TruckingCOMPANY OWNED 35% BY BOARD MEMBER DON GARNERClient TrainingNo$36,563
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Lease Liability - Operating$1,735,710
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee is comprised of executive board chair (chief elected official), board chair, board chair-elect, chair of each standing committee/council, an "at large" board member from a member county that is not already represented on the executive committee, and the past board chair. The executive committee has the authority to act on behalf of the board of directors and is responsible for the following: to handle emergency items and formulate executive and administrative policy, to determine the necessity and/or priority of all actions taken by the committees to be brought before the board for approval or ratification, to resolve all administrative and/or policy-related problems coming before the board, to approve recommendations of any standing committee/council, ad hoc committee, or staff member, in cases where it would be a detriment to the program to wait for the full board to meet. The executive committee may make emergency decisions on behalf of the board of directors if a quorum of the executive committee is present at a regular board meeting and if imminent decisions must be made and a full board quorum is not present. Any decision made by the executive committee is such an emergency that would normally be a matter considered by the full board, will be presented to the full board at the next regularly scheduled board meeting, for affirmation. Any board member has the right to disagree with any such decision; however, the decision of the executive committee is binding. The executive committee reviews the activities, reports and recommendations of all other committees/councils and the overall operations of the csh board as needed. The executive committee provides recommendations to the board of directors of any necessary actions regarding the hiring and continued employment of the president/ceo.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the organization's public accounting firm based on data supplied by the organization. Once a review is performed by management of the organization, a complete copy of the form 990 is presented to the board of directors for final review before filing.

Form 990, Part VI, Section B, Line 12C

All related party transactions are subject to approval by not less than two-thirds (2/3) vote of the board, a quorum having been established. Related parties must declare a conflict of interest, verbally and in writing, prior to the agenda item regarding the transaction, and refrain from discussion or vote on the transaction. A related party transaction is any transaction directly or indirectly involving any related party having a direct or material interest. Related parties shall include board members, executive officers of the board, board staff, persons known to be an immediate family member of any of the above, and other persons sharing the household of any of the above.

Form 990, Part VI, Section B, Line 15

The salaries of the organization's top management official, other officers, and key employees are reviewed and recommended by the finance and operations committee annually. Their recommendations are presented and approved by the board of directors, which is recorded in the minutes and documented in each employee's personnel file.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Heartland Workforce Investment Board
EIN
59-3397632
Phone
8633853672
Address
5901 S US HWY 27 SOUTH NO 1, SEBRING, FL 33870-2117
Doing Business As
Careersource Heartland

Signing Officer

Name
Donna Doubleday
Title
President and CEO
Phone
8633853672
Signed
2025-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Doubleday
Formed
1996
Legal Domicile
Fl
Voting Board Members
31
Independent Board Members
30
Employees
35
Volunteers
35

Preparer

Firm
James Moore & Copl
Address
121 EXECUTIVE CIRCLE, DAYTONA BEACH, FL 32114-1180
Preparer
James a Halleran
Phone
3862574100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Careersource heartland (csh) received a state level wioa funded hope florida - a pathway to promise grant designed to support the delivery of specialized services and programming to help hope florida participants enter training and obtain employment leading to self-sufficiency and economic prosperity. Csh received a wagner-peyser funded hope florida a pathway to promise grant supporting the hire of hope navigators responsible for directing and overseeing referral and joint case management processes and developing specialized services that assist hope florida participants in obtaining employment leading to self-sufficiency and economic prosperity.

Financial Statement Notes

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 consortium'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.

Raw XML AppendixShowing 400 of 700 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE BOARD CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR - END 6/19/24
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR - END 7/6/23
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR - END 1/24/24
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR - END 9/29/23
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR - START 6/19/24
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR - START 1/24/24
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR - START 7/3/23
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR - START 10/25/23
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR - START 10/25/23
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR - START 10/25/23
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR - START 10/25/23
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