Civic Intelligence

The Work Connection Inc

990 • Fiscal year 2016 • EIN 72-1044872

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

PO Box 4236Houma, LA 70361

(985) 873-6855

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.25x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.06x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$45,469

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

17th percentile

-9.7%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-3.7%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$153,468

Down $16,458 (-9.7%) from 2015

Net Assets

Up

$115,179

Up $268 (+0.2%) from 2015

Liabilities

Down

$38,289

Down $16,726 (-30%) from 2015

Revenue

Down

$621,940

Down $23,844 (-3.7%) from 2015

Expenses

Up

$621,672

Up $9,403 (+1.5%) from 2015

Net Income

Down

$268

Down $33,247 (-99%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $101,146Liabilities 2011: $70,456Net Assets 2011: $30,6902011Assets 2012: $103,838Liabilities 2012: $39,242Net Assets 2012: $64,5962012Assets 2013: $119,167Liabilities 2013: $43,695Net Assets 2013: $75,4722013Assets 2014: $115,922Liabilities 2014: $34,526Net Assets 2014: $81,3962014Assets 2015: $169,926Liabilities 2015: $55,015Net Assets 2015: $114,9112015Assets 2016: $153,468Liabilities 2016: $38,289Net Assets 2016: $115,1792016Assets 2017: $125,412Liabilities 2017: $14,942Net Assets 2017: $110,4702017Assets 2018: $207,295Liabilities 2018: $99,447Net Assets 2018: $107,8482018Assets 2019: $119,149Liabilities 2019: $31,753Net Assets 2019: $87,3962019Assets 2020: $130,725Liabilities 2020: $55,312Net Assets 2020: $75,4132020Assets 2021: $127,802Liabilities 2021: $63,479Net Assets 2021: $64,3232021Assets 2022: $187,518Liabilities 2022: $107,746Net Assets 2022: $79,7722022Assets 2023: $196,134Liabilities 2023: $141,247Net Assets 2023: $54,8872023Assets 2024: $398,312Liabilities 2024: $358,074Net Assets 2024: $40,2382024

Highlighted filing

2016

Assets$153,468
Liabilities$38,289
Net Assets$115,179

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,256,623Expenses 2011: $1,257,776Net Income 2011: -$1,1532011Revenue 2012: $1,184,252Expenses 2012: $1,150,346Net Income 2012: $33,9062012Expenses 2013: $1,146,2592013Revenue 2014: $722,515Expenses 2014: $716,591Net Income 2014: $5,9242014Revenue 2015: $645,784Expenses 2015: $612,269Net Income 2015: $33,5152015Revenue 2016: $621,940Expenses 2016: $621,672Net Income 2016: $2682016Revenue 2017: $826,464Expenses 2017: $831,173Net Income 2017: -$4,7092017Revenue 2018: $1,286,718Expenses 2018: $1,289,340Net Income 2018: -$2,6222018Revenue 2019: $1,340,767Expenses 2019: $1,361,219Net Income 2019: -$20,4522019Revenue 2020: $1,282,694Expenses 2020: $1,294,677Net Income 2020: -$11,9832020Revenue 2021: $1,325,469Expenses 2021: $1,336,559Net Income 2021: -$11,0902021Revenue 2022: $1,191,834Expenses 2022: $1,176,385Net Income 2022: $15,4492022Revenue 2023: $1,522,897Expenses 2023: $1,547,782Net Income 2023: -$24,8852023Revenue 2024: $1,434,389Expenses 2024: $1,449,038Net Income 2024: -$14,6492024

Highlighted filing

2016

Revenue$621,940
Expenses$621,672
Net Income$268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$621,940
Mission and Program Overview

Mission

To increase the employability of economically disadvantaged through participation in classroom and on-the-job training and work experience.

Regional workforce readiness and training

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$74,065$85,610▲ $11,545
Pledges and Grants Receivable$81,447$55,924▼ $25,523
Land, Buildings, and Equipment, Net$6,206$4,446▼ $1,760
Accounts Receivable$1,564$1,541▼ $23
Total Assets$169,926$153,468▼ $16,458
Other Assets Total$6,644$5,947▼ $697
Liabilities
Accounts Payable and Accrued Expenses$48,371$32,342▼ $16,029
Other Liabilities$6,644$5,947▼ $697
Total Liabilities$55,015$38,289▼ $16,726
Net Assets / Fund Balance
Unrestricted Net Assets$114,312$115,179▲ $867
Temporarily Rstr Net Assets$599$0▼ $599
Total Net Assets Fund Balance$114,911$115,179▲ $268
Total Liabilities and Net Assets / Fund Balance$169,926$153,468▼ $16,458

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,446$143,837$148,283
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorey OwensExecutive DirectorFT$45,469$45,469

Board Members and Trustees

NameTitle
Willie St PierreChairman
Gregory HardingVice Chairman
Robert PaganDirector
Sabreina WilliamsDirector
Nicol BlanchardSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$621,940
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,413
Change in Net Assets
$268

Audited Revenue Reconciliation

Revenue per Audited Statements
$621,940
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$621,940
Total Revenue per Form 990
$621,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$345,708
Other Expenses$153,147
Grants and Similar Amounts Paid$122,817
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$252,263--$252,263
Grants to Domestic Individuals$122,817--$122,817
Occupancy$58,815--$58,815
Current Officers, Directors, Trustees, and Key Employees$45,469--$45,469
Payroll Taxes$22,038--$22,038
Insurance$19,500--$19,500
Office Expenses$18,202--$18,202
Fees for Services Accounting$15,883--$15,883
Other Employee Benefits$13,544--$13,544
Pension Plan Contributions$12,394--$12,394
Fees for Services Other$9,906--$9,906
Travel$4,247--$4,247
Other Expenses$2,151--$2,151
Depreciation Depletion$1,760--$1,760
Advertising$45--$45
Total Functional Expenses$621,672$0$0$621,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$621,672
Total Expenses per Audited Statements$621,672
Total Expenses per Form 990$621,672
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Compensated Absences$5,947
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 11

A copy of form 990 is provided to the work connection's governing body where it is reviewed and approved before being filed.

Form 990, Part VI, Section B, Line 15

Compensation for all employees is determined using the guidelines set in the job descriptions and rate ranges sections of the personnel policy. All salary increases are administered annually based on the approved budget with authorization of the lat workforce investment board.

Form 990, Part VI, Section C, Line 19

Maintained records are made available to the public upon request at any time.

Filing and Contact Details

Filer

Filer Name
The Work Connection Inc
EIN
72-1044872
Phone
9858736855
Address
PO BOX 4236, HOUMA, LA 70361

Signing Officer

Name
Lorey Owens
Title
Executive Director
Phone
9858736855
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorey Owens
Formed
1987
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
40
Volunteers
0

Preparer

Firm
Bourgeois Bennett LLC
Address
1340 W TUNNEL BLVD SUITE 226, HOUMA, LA 70360
Preparer
Daniel J Toepfer
Phone
9858680139
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0699753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01128255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01186329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04270632
IRS990ScheduleA/TotalSupportAmt04270632
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04446
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0143837
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148283
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0621672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05947
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMPENSATED ABSENCES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0621940
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04446
IRS990ScheduleD/TotalExpensesPerForm990Amt0621672
IRS990ScheduleD/TotalLiabilityAmt05947
IRS990ScheduleD/TotalRevenuePerForm990Amt0621940
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0621940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0621672
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt096408
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12786
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt223623
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE FOR INDIVIDUALS IN WIA PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ROOM AND BOARD ASSISTANCE FOR INDIVIDUALS IN WIA PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOOKS, SUPPLIES, ECT. ASSISTANCE FOR INDIVIDUALS IN WIA PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt115
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt246
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS FOR PARTICIPANTS ARE MONITORED WITH THE GREAT PLAINS ACCOUNTING PROGRAM. EACH PARTICIPANT HAS AN ACCOUNT SET UP BY HIS/HER CASE MANAGER WHICH LISTS THE ALLOCATED FUNDS FOR THAT PARTICIPANT. A REPORT IS PRINTED ANY TIME A CHANGE IS MADE TO THE ACCOUNT, INCLUDING REVISIONS, PAYMENTS, ETC. CASE MANAGERS ARE KEPT INFORMED OF THE STATUS OF EACH PARTICIPANT'S ACCOUNT THROUGH THESE REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE WORK CONNECTION'S GOVERNING BODY WHERE IT IS REVIEWED AND APPROVED BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION FOR ALL EMPLOYEES IS DETERMINED USING THE GUIDELINES SET IN THE JOB DESCRIPTIONS AND RATE RANGES SECTIONS OF THE PERSONNEL POLICY. ALL SALARY INCREASES ARE ADMINISTERED ANNUALLY BASED ON THE APPROVED BUDGET WITH AUTHORIZATION OF THE LAT WORKFORCE INVESTMENT BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MAINTAINED RECORDS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0599
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0169926
IRS990/TotalAssetsEOYAmt0153468
IRS990/TotalAssetsGrp/BOYAmt0169926
IRS990/TotalAssetsGrp/EOYAmt0153468
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0621940
IRS990/TotalEmployeeCnt040
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0621672
IRS990/TotalFunctionalExpensesGrp/TotalAmt0621672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt055015
IRS990/TotalLiabilitiesEOYAmt038289
IRS990/TotalLiabilitiesGrp/BOYAmt055015
IRS990/TotalLiabilitiesGrp/EOYAmt038289
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt019635
IRS990/TotalProgramServiceExpensesAmt0621672
IRS990/TotalReportableCompFromOrgAmt045469
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0621940
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0169926
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0153468
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04247
IRS990/TravelGrp/TotalAmt04247
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0114312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0115179
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01433 OAKLEY STREET
IRS990/USAddress/CityNm0THIBODAUX
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070301
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOREY OWENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09858736855
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WORK CONNECTION INC
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0721044872
ReturnHeader/Filer/PhoneNum09858736855
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4236
ReturnHeader/Filer/USAddress/CityNm0HOUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720136870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOURGEOIS BENNETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01340 W TUNNEL BLVD SUITE 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070360
ReturnHeader/PreparerPersonGrp/PhoneNum09858680139
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J TOEPFER
ReturnHeader/ReturnTs02017-02-23T10:03:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.36$0.04$1.43$1.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.14$0.05$1.52$1.55$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.11$0.08$1.19$1.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.06$0.06$1.33$1.34$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.06$0.08$1.28$1.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.03$0.09$1.34$1.36$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.10$0.11$1.29$1.29$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.11$0.83$0.83$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.04$0.12$0.62$0.62$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.06$0.11$0.65$0.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.03$0.08$0.72$0.72$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.04$0.08$1.15
2012Summary only. Only limited summary data is available for this year.$0.10$0.04$0.06$1.18$1.15$0.03
2011Summary only. Only limited summary data is available for this year.$0.10$0.07$0.03$1.26$1.26$0.00