Civic Intelligence

Citrus Levy Marion Regional Workforce Development Board Inc

EIN 59-3409057 • 501(c)3 • Ocala, FL

Profile

The organization brings together citizens, employers and educational providers to develop programs to support high-quality education/training and employment services to meet regional workforce needs.

2703 NE 14th StreetOcala, FL 34470

www.careersourceclm.com

Siviq Scores

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

Liabilities / Assets

90th percentile

0.83x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.22x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

40th percentile

0.7%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,958,898

Down $540,308 (-22%) from 2024

Liabilities

Down

$1,437,018

Down $608,095 (-30%) from 2024

Net Assets

Up

$521,880

Up $67,787 (+15%) from 2024

Revenue

Up

$16,894,840

Up $6,576,539 (+64%) from 2024

Expenses

Up

$16,827,053

Up $6,625,848 (+65%) from 2024

Net Income

Down

$67,787

Down $49,309 (-42%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $531,617Liabilities 2011: $381,495Net Assets 2011: $150,1222011Assets 2012: $664,622Liabilities 2012: $474,931Net Assets 2012: $189,6912012Assets 2013: $873,948Liabilities 2013: $565,655Net Assets 2013: $308,2932013Assets 2014: $1,218,635Liabilities 2014: $970,049Net Assets 2014: $248,5862014Assets 2015: $1,127,464Liabilities 2015: $909,739Net Assets 2015: $217,7252015Assets 2016: $947,220Liabilities 2016: $780,846Net Assets 2016: $166,3742016Assets 2017: $1,228,089Liabilities 2017: $991,450Net Assets 2017: $236,6392017Assets 2018: $1,589,286Liabilities 2018: $1,306,465Net Assets 2018: $282,8212018Assets 2019: $1,778,860Liabilities 2019: $1,511,654Net Assets 2019: $267,2062019Assets 2020: $1,036,265Liabilities 2020: $822,308Net Assets 2020: $213,9572020Assets 2021: $1,453,598Liabilities 2021: $998,911Net Assets 2021: $454,6872021Assets 2022: $1,726,643Liabilities 2022: $1,436,052Net Assets 2022: $290,5912022Assets 2023: $1,444,709Liabilities 2023: $1,107,712Net Assets 2023: $336,9972023Assets 2024: $2,499,206Liabilities 2024: $2,045,113Net Assets 2024: $454,0932024Assets 2025: $1,958,898Liabilities 2025: $1,437,018Net Assets 2025: $521,8802025

Highlighted filing

2025

Assets$1,958,898
Liabilities$1,437,018
Net Assets$521,880

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,775,314Expenses 2011: $11,731,335Net Income 2011: $43,9792011Revenue 2012: $7,773,803Expenses 2012: $7,734,234Net Income 2012: $39,5692012Revenue 2013: $8,392,205Expenses 2013: $8,273,603Net Income 2013: $118,6022013Revenue 2014: $7,292,365Expenses 2014: $7,352,072Net Income 2014: -$59,7072014Revenue 2015: $7,002,025Expenses 2015: $7,032,886Net Income 2015: -$30,8612015Revenue 2016: $6,276,884Expenses 2016: $6,328,235Net Income 2016: -$51,3512016Revenue 2017: $6,640,334Expenses 2017: $6,570,068Net Income 2017: $70,2662017Revenue 2018: $6,629,694Expenses 2018: $6,583,512Net Income 2018: $46,1822018Revenue 2019: $7,010,303Expenses 2019: $7,025,918Net Income 2019: -$15,6152019Revenue 2020: $7,508,219Expenses 2020: $7,561,468Net Income 2020: -$53,2492020Revenue 2021: $7,509,133Expenses 2021: $7,268,402Net Income 2021: $240,7312021Revenue 2022: $6,567,887Expenses 2022: $6,518,838Net Income 2022: $49,0492022Revenue 2023: $6,632,351Expenses 2023: $6,585,945Net Income 2023: $46,4062023Revenue 2024: $10,318,301Expenses 2024: $10,201,205Net Income 2024: $117,0962024Revenue 2025: $16,894,840Expenses 2025: $16,827,053Net Income 2025: $67,7872025

Highlighted filing

2025

Revenue$16,894,840
Expenses$16,827,053
Net Income$67,787

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$1.44$0.52$16.9$16.8$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.50$2.05$0.45$10.3$10.2$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.44$1.11$0.34$6.63$6.59$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.73$1.44$0.29$6.57$6.52$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.45$1.00$0.45$7.51$7.27$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.82$0.21$7.51$7.56$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.78$1.51$0.27$7.01$7.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.59$1.31$0.28$6.63$6.58$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.99$0.24$6.64$6.57$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.78$0.17$6.28$6.33$0.05
2015Summary only. Only limited summary data is available for this year.$1.13$0.91$0.22$7.00$7.03$0.03
2014Summary only. Only limited summary data is available for this year.$1.22$0.97$0.25$7.29$7.35$0.06
2013Summary only. Only limited summary data is available for this year.$0.87$0.57$0.31$8.39$8.27$0.12
2012Summary only. Only limited summary data is available for this year.$0.66$0.47$0.19$7.77$7.73$0.04
2011Summary only. Only limited summary data is available for this year.$0.53$0.38$0.15$11.8$11.7$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$16,894,840
Mission and Program Overview

Mission

The organization brings together citizens, employers and educational providers to develop programs to support high-quality education/training and employment services to meet regional workforce needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$571,500$917,727▲ $346,227
Pledges and Grants Receivable$1,821,717$911,153▼ $910,564
Cap Stk Tr Prin Current Funds$454,093$521,880▲ $67,787
Prepaid Expenses and Deferred Charges$82,048$43,270▼ $38,778
Land, Buildings, and Equipment, Net$9,882$42,362▲ $32,480
Accounts Receivable$2,701$26,351▲ $23,650
Cash and Non-Interest-Bearing Accounts$4,372$11,048▲ $6,676
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,499,206$1,958,898▼ $540,308
Other Assets Total$6,986$6,987▲ $1
Liabilities
Deferred Revenue$873,524$646,382▼ $227,142
Accounts Payable and Accrued Expenses$840,338$413,801▼ $426,537
Other Liabilities$331,251$376,835▲ $45,584
Total Liabilities$2,045,113$1,437,018▼ $608,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$454,093$521,880▲ $67,787
Total Liabilities and Net Assets / Fund Balance$2,499,206$1,958,898▼ $540,308

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42,362$222,197$264,559
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Thomas SkinnerCEOFT$141,093$141,093
Dale FrenchExecutive Vice PresidentFT$108,716$108,716

Board Members and Trustees

NameTitle
Kim BaxleyBoard Member - Chair
Kathy JudkinsBoard Member - Past Chair
Brandon WhitemanBoard Member - Vice Chair
Albert JonesBoard Member
Andy StarlingBoard Member
Angela JuaristicBoard Member
Arno ProctorBoard Member
Ben WhitehouseBoard Member
Carl FlanaganBoard Member
Charles HarrisBoard Member
Darlene GoddardBoard Member
Debra StanleyBoard Member
Edward SuorBoard Member
Equilla WheelerBoard Member
Jeff ChangBoard Member
Jennifer RoachBoard Member
John HemkenBoard Member
John MurphyBoard Member
Jorge MartinezBoard Member
Kevin CunninghamBoard Member
Larry WhiteBoard Member
Mark PaughBoard Member
Michael BelkinBoard Member
Pat ReddishBoard Member
Pete BeasleyBoard Member
Staci BertrandBoard Member
Steven BahamBoard Member
Steven WeinsteinBoard Member
Tamara BoyleBoard Member
Theresa FlickBoard Member
Fredrick MorganBoard Member -treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,828,030
Program Service Revenue
$64,622
Investment Income
$2,188
Other Revenue
$0
Change in Net Assets
$67,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,901,226
Salaries, Compensation, and Employee Benefits$3,559,819
Other Expenses$2,366,008
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,901,226--$10,901,226
Other Salaries and Wages$2,114,485$487,468-$2,601,953
All Other Expenses$608,815$35,109-$643,924
Other Employee Benefits$285,067$71,010-$356,077
Current Officers, Directors, Trustees, and Key Employees$229,362$20,447-$249,809
Payroll Taxes$154,120$37,465-$191,585
Pension Plan Contributions$131,645$28,750-$160,395
Other Expenses$153,612$4,233-$153,612
Occupancy$127,166$12,475-$139,641
Travel$77,177$24,662-$101,839
Insurance$21,338$53,584-$74,922
Conferences and Meetings$56,774$11,463-$68,237
Fees for Services Accounting$34,005--$34,005
Depreciation Depletion$12,664$381-$13,045
Advertising$4,490$2,264-$6,754
Fees for Services Legal$6,375--$6,375
Total Functional Expenses$16,017,759$809,294$0$16,827,053
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability/ Accrued Compensated Absenses$376,835
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 B, Line 11B

The organization's process to review form 990: the organization's management staff will review and approve the form 990. The board of directors will receive and review the form 990 prior to its submission to the irs.

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

Reenforcement of conflicts of interest policy: board members are required to sign an annual conflict of interest disclosure. Based on those disclosures, staff ensures board members abstain from voting on items related to the conflict.

Form 990, Part VI, Section B, Line 15

Compensation process for top official: a special review committee of independent board members reviews the performance of the ceo contract and determines annual compensation. The committee uses a salary survey study of florida workforce boards to assist in the determination of salary. The ceo completes an annual review and determines annual compensation for all other employees. These processes are doumented.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation: all governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Citrus Levy Marion Regional Workforce
EIN
59-3409057
Phone
3528737939
Address
2703 NE 14TH STREET, OCALA, FL 34470
Doing Business As
Careersource Citrus Levy Marion

Signing Officer

Name
Thomas E Skinner Jr
Title
Executive Director
Phone
3528737939
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas E Skinner Jr
Formed
1996
Legal Domicile
Fl
Voting Board Members
28
Independent Board Members
28
Employees
67
Volunteers
0

Preparer

Firm
POWELL AND JONES CPA'S
Address
1359 SW MAIN BLVD, LAKE CITY, FL 32025
Preparer
Caleb Perla
Phone
3867554200
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

FL

FORM 990, PART XII, LINE 2C:

The process for oversight of the audit process and the selection of audit services has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the organization had no uncertain tax positions.

Raw XML AppendixShowing 400 of 632 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/ActivityOrMissionDesc0THE ORGANIZATION BRINGS TOGETHER CITIZENS, EMPLOYERS AND EDUCATIONAL PROVIDERS TO DEVELOP PROGRAMS TO SUPPORT HIGH-QUALITY EDUCATION/TRAINING AND EMPLOYMENT SERVICES TO MEET REGIONAL WORKFORCE NEEDS.
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IRS990/Form990PartVIISectionAGrp/PersonNm23ANGELA JUARISTIC
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IRS990/Form990PartVIISectionAGrp/PersonNm25EDWARD SUOR
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IRS990/Form990PartVIISectionAGrp/PersonNm31STEVEN WEINSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm32TAMARA BOYLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt30BOARD MEMBER
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