Civic Intelligence

The Work Connection Inc

990 • Fiscal year 2017 • EIN 72-1044872

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 07, 2018

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

65th percentile

0.12x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.02x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

37th percentile

-0.6%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$47,248

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$125,412

Down $28,056 (-18%) from 2016

Net Assets

Down

$110,470

Down $4,709 (-4.1%) from 2016

Liabilities

Down

$14,942

Down $23,347 (-61%) from 2016

Revenue

Up

$826,464

Up $204,524 (+33%) from 2016

Expenses

Up

$831,173

Up $209,501 (+34%) from 2016

Net Income

Down

-$4,709

Down $4,977 (-1857%) from 2016

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

2017

Assets$125,412
Liabilities$14,942
Net Assets$110,470

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

2017

Revenue$826,464
Expenses$831,173
Net Income-$4,709
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 7, 2018
Return Version
2016v3.0
Gross Receipts
$826,464
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
Pledges and Grants Receivable$55,924$78,829▲ $22,905
Cash and Non-Interest-Bearing Accounts$85,610$31,917▼ $53,693
Land, Buildings, and Equipment, Net$4,446$7,078▲ $2,632
Accounts Receivable$1,541$1,527▼ $14
Total Assets$153,468$125,412▼ $28,056
Other Assets Total$5,947$6,061▲ $114
Liabilities
Accounts Payable and Accrued Expenses$32,342$8,881▼ $23,461
Other Liabilities$5,947$6,061▲ $114
Total Liabilities$38,289$14,942▼ $23,347
Net Assets / Fund Balance
Unrestricted Net Assets$110,733$103,392▼ $7,341
Temporarily Rstr Net Assets$4,446$7,078▲ $2,632
Total Net Assets Fund Balance$115,179$110,470▼ $4,709
Total Liabilities and Net Assets / Fund Balance$153,468$125,412▼ $28,056

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,078$145,129-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorey OwensExecutive DirectorFT$47,248$47,248

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
$826,464
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$599
Change in Net Assets
$-4,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$826,464
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$826,464
Total Revenue per Form 990
$826,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$499,181
Grants and Similar Amounts Paid$167,087
Other Expenses$164,905
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$387,031--$387,031
Grants to Domestic Individuals$167,087--$167,087
Occupancy$61,990--$61,990
Current Officers, Directors, Trustees, and Key Employees$47,248--$47,248
Payroll Taxes$32,456--$32,456
Insurance$23,030--$23,030
Fees for Services Other$22,145--$22,145
Other Employee Benefits$18,954--$18,954
Office Expenses$15,434--$15,434
Pension Plan Contributions$13,492--$13,492
Fees for Services Accounting$3,136--$3,136
Travel$3,133--$3,133
Other Expenses$2,277--$2,277
Depreciation Depletion$1,292--$1,292
Advertising$34--$34
Total Functional Expenses$831,173$0$0$831,173

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$831,173
Total Expenses per Audited Statements$831,173
Total Expenses per Form 990$831,173
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$6,061
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 11B

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
2018-02-07
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
48
Volunteers
0

Preparer

Firm
Bourgeois Bennett LLC
Address
1340 W Tunnel Blvd Suite 226, Houma, LA 70360
Preparer
Daniel J Toepfer CPA
Phone
9858680139
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01128255
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03910767
IRS990ScheduleA/TotalSupportAmt03910767
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/BookValueAmt07078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0145129
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0152207
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0831173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06061
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Compensated Absences
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0826464
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07078
IRS990ScheduleD/TotalExpensesPerForm990Amt0831173
IRS990ScheduleD/TotalLiabilityAmt06061
IRS990ScheduleD/TotalRevenuePerForm990Amt0826464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0826464
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0831173
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt054290
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt10
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2112797
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Books, Supplies, ect. assistance for individuals in WIA programs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Room and Board assistance for individuals in WIA programs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Tuition assistance for individuals in WIA programs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0107
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt10
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt259
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 11b
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/BOYAmt04446
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07078
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0153468
IRS990/TotalAssetsEOYAmt0125412
IRS990/TotalAssetsGrp/BOYAmt0153468
IRS990/TotalAssetsGrp/EOYAmt0125412
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0826464
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0831173
IRS990/TotalFunctionalExpensesGrp/TotalAmt0831173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038289
IRS990/TotalLiabilitiesEOYAmt014942
IRS990/TotalLiabilitiesGrp/BOYAmt038289
IRS990/TotalLiabilitiesGrp/EOYAmt014942
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0115179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110470
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt040301
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt032960
IRS990/TotalProgramServiceExpensesAmt0831173
IRS990/TotalReportableCompFromOrgAmt047248
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0826464
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153468
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125412
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03133
IRS990/TravelGrp/TotalAmt03133
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0110733
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0103392
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorey Owens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09858736855
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E26322C2355FA335159FB7197A87D8EF68EB5DFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.81.70.18
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:15:48
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/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Toepfer CPA
ReturnHeader/ReturnTs02018-02-16T12:18:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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