Civic Intelligence

Mississippi Valley Workforce Development Board

EIN 85-2305708 • 501(c)3 • West Burlington, IA

Profile

The Mississippi Valley Workforce Development Board will achieve our vision through strengthening collaboration with local businesses and jobseekers. We will improve access to our dedicated workforce partners through a fully integrated one-stop delivery system. Decisions will be data driven to enhance our local economies and quality of life for our communities.

550 S Gear Ave Ste 35West Burlington, IA 52655

www.mississippivalleyworkforce.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

23rd percentile

-9.6%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

21st percentile

-5.6%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$884,679

Down $52,035 (-5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$884,679

Down $52,035 (-5.6%) from 2024

Revenue

Down

$2,578,393

Down $719,836 (-22%) from 2024

Expenses

Down

$2,826,792

Down $479,877 (-15%) from 2024

Net Income

Down

-$248,399

Down $239,959 (-2843%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2021: $1,195,215Liabilities 2021: $0Net Assets 2021: $1,195,2152021Assets 2022: $1,455,219Liabilities 2022: $0Net Assets 2022: $1,455,2192022Assets 2023: $1,159,723Liabilities 2023: $0Net Assets 2023: $1,159,7232023Assets 2024: $936,714Liabilities 2024: $0Net Assets 2024: $936,7142024Assets 2025: $884,679Liabilities 2025: $0Net Assets 2025: $884,6792025

Highlighted filing

2025

Assets$884,679
Liabilities$0
Net Assets$884,679

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 2021: $3,064,421Expenses 2021: $1,869,206Net Income 2021: $1,195,2152021Revenue 2022: $3,234,837Expenses 2022: $2,974,833Net Income 2022: $260,0042022Revenue 2023: $3,310,313Expenses 2023: $3,603,986Net Income 2023: -$293,6732023Revenue 2024: $3,298,229Expenses 2024: $3,306,669Net Income 2024: -$8,4402024Revenue 2025: $2,578,393Expenses 2025: $2,826,792Net Income 2025: -$248,3992025

Highlighted filing

2025

Revenue$2,578,393
Expenses$2,826,792
Net Income-$248,399

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$2,578,393
Mission and Program Overview

Mission

The Mississippi Valley Workforce Development Board will achieve our vision through strengthening collaboration with local businesses and jobseekers. We will improve access to our dedicated workforce partners through a fully integrated one-stop delivery system. Decisions will be data driven to enhance our local economies and quality of life for our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$936,714$884,679▼ $52,035
Pledges and Grants Receivable-$850,423-
Cash and Non-Interest-Bearing Accounts$936,714$34,256▼ $902,458
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$936,714$884,679▼ $52,035
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$936,714$884,679▼ $52,035
Total Liabilities and Net Assets / Fund Balance$936,714$884,679▼ $52,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Miranda SwaffordExecutive DirectorFT$112,290$112,290

Board Members and Trustees

NameTitle
Brian KryzaniakBoard Member
Carol ReynoldsBoard Member
Chad PratzBoard Member
Cory BergfeldBoard Member
Heather HalbrookBoard Member
Jacob NyeBoard Member
John ClarkBoard Member
Joyce StimpsonBoard Member
Ken ReifBoard Member
Kimberly JaberBoard Member
Kirby PhillipsBoard Member
Mandy ParchertBoard Member
Martha BellBoard Member
Nick FlogelBoard Member
Randy OlsenBoard Member
Regina MathesonBoard Member
Rick ErnstBoard Member
Ryan DrewBoard Member
Stacy BorgesonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Equus Workforce SolutionsWIOA Employment and Training Services805 N Whittington Parkway, Louisville, KY 40222$112,609
Revenue and Support

Revenue Composition

Contributions and Grants
$2,578,393
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$81,940
Change in Net Assets
$-248,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,528,402
Other Expenses$1,298,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$911,446--$911,446
Current Officers, Directors, Trustees, and Key Employees$127,548$226,859-$354,407
Payroll Taxes$262,549--$262,549
Occupancy$138,480--$138,480
Fees for Services Management$118,148--$118,148
Office Expenses$59,008$732-$59,740
Fees for Services Other$42,912$368-$43,280
Travel$26,364$12,215-$38,579
Information Technology$24,982$5,235-$30,217
Fees for Services Accounting-$23,809-$23,809
Other Expenses$0$9,070$0$9,070
Conferences and Meetings-$6,143-$6,143
Insurance-$2,600-$2,600
Advertising$2,190$121-$2,311
Total Functional Expenses$2,539,640$287,152$0$2,826,792
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Under WIOA Federal legislation, the Chief Elected officials must appoint members to the local workforce development board and ratify certain decisions of the board. The MVWDB has an executive committee that meets between full MVWDB meetings that have the authority to make certain decisions on behalf of the Board as necessary.

Form 990, Part VI, Section A, Line 7B

The Executive Committee has the authority to make certain decisions on behalf of the full Board.

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

Accounting and Compliance Manager, Executive Director, and Board members review form.

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

Annually the Board requires members to sign a conflict-of-interest form. All new board members as part of their onboarding process much read our policy and complete the form.

Form 990, Part VI, Section B, Line 15

Annually the Executive Committee conducts a review of each employee's performance and approves any raises for the upcoming program year.

Form 990, Part VI, Section C, Line 19

Our governing documents, conflict of interest policy, and financial statements are available to the public on our website.

Filing and Contact Details

Filer

Filer Name
Mississippi Valley Workforce Development Board
EIN
85-2305708
Phone
3192142856
Address
550 S Gear Ave Ste 35, West Burlington, IA 52655

Signing Officer

Name
Miranda Swafford
Title
Executive Director
Phone
3197598980
Signed
2025-11-14

Organization Details

Principal Officer
Kirby Phillips
Formed
2020
Legal Domicile
Ia
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
40
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

access to our dedicated workforce partners through a fully integrated one-stop delivery system. Decisions will be data driven to enhance our local economies and quality of life for our communities.

Form 990, Part III, Line 4A

application assistance. 6. Supportive Services: Some participants may be eligible for supportive services, such as transportation assistance, child care support, or other resources to remove barriers to employment. 7. Specialized Services for Disadvantaged Individuals: The program aims to prioritize services for individuals facing significant barriers to employment, such as individuals with disabilities, veterans, ex-offenders, and individuals with limited English proficiency. 8. Career Pathway Development: Participants may receive guidance on building long-term career pathways that align with their skills and interests. This may include information about potential career advancements and further education opportunities. Adult and DW deliverables are combined into one. We placed 42 individuals into work based learning opportunities, provided 88 scholarships to individuals and had 133 enrollments with a customer satisfaction rate of 94.86%. We paid out more than $490,074 in WBL, scholarships and supportive services. _

Form 990, Part III, Line 4B

help them overcome barriers to employment. These services can include transportation assistance, child care support, and other resources. 6. Rapid Response Services: In the event of a mass layoff or plant closure, the WIOA DW program may provide Rapid Response services, which offer early intervention support to affected workers. Rapid Response teams help dislocated workers understand their rights, benefits, and available resources. 7. Priority of Service: Dislocated workers are often given priority access to the full range of WIOA services, ensuring they receive appropriate assistance in their job search and reemployment efforts. Adult and DW deliverables are combined into one.

Form 990, Part III, Line 4C

Development: The WIOA Youth program often includes leadership development activities to enhance participants' soft skills, communication abilities, and leadership potential. 6. Supportive Services: Eligible youth may receive supportive services, such as transportation assistance, child care support, and other resources to help them overcome barriers to participation. 7. Mentoring and Coaching: The program may pair participants with mentors or coaches who provide guidance, support, and encouragement throughout their educational and career journey. 8. Comprehensive Guidance and Counseling: Youth participants receive comprehensive guidance and counseling services to help them identify their career interests, set goals, and develop a career plan. 9. Financial Literacy Education: The program may offer financial literacy workshops to help youth understand basic financial concepts and develop responsible money management skills. 10. Job Search Assistance: The WIOA Youth program provides job search assistance, including job matching, job referrals, and placement services to help participants secure employment. 11. Follow-up Services: After participants have found employment or completed their education and training, the program may offer follow-up services to ensure their continued success and address any challenges that arise.

Form 990, Part XI, Line 9

Uncollectable pledge in current fiscal year converts to carryover funds in 2025.

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IRS990/Form990PartVIISectionAGrp/PersonNm16Ken Reif
IRS990/Form990PartVIISectionAGrp/PersonNm17Ryan Drew
IRS990/Form990PartVIISectionAGrp/PersonNm18Carol Reynolds
IRS990/Form990PartVIISectionAGrp/PersonNm19Kirby Phillips
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
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IRS990/MissionDesc0The Mississippi Valley Workforce Development Board will achieve our vision through strengthening collaboration with local businesses and jobseekers. We will improve access to our dedicated workforce partners through a fully integrated one-stop delivery system. Decisions will be data driven to enhance our local economies and quality of life for our communities.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Workforce Innovation and Opportunity Act (WIOA) Dislocated Worker (DW) program is a federally funded program in the United States that provides employment and training services to workers who have been displaced from their jobs due to various reasons. The WIOA DW program aims to help these individuals get back on their feet, acquire new skills, and find suitable employment. Services offered by the WIOA DW program include: 1. Assessment and Counseling: Dislocated workers receive individualized assessments to determine their skills, work experience, and career goals. Career counseling helps them identify suitable employment opportunities and training pathways. 2. Employment Services: The program assists dislocated workers in their job search efforts. This includes job matching, job referrals, and placement services to connect them with potential employers. 3. Training and Skill Development: The WIOA DW program may fund or subsidize the cost of training and education programs to enhance the workers' skills and make them more employable in the current job market. 4. Job Readiness Workshops: Dislocated workers may participate in workshops that provide essential skills for the job search process, such as resume writing, interview preparation, and job application strategies. 5. Supportive Services: Eligible dislocated workers may receive supportive services to help them overcome barriers to employment. These services can include transportation assistance, child care support, and other resources. 6. Rapid Response Services: In the event of a mass layoff or plant closure, the WIOA DW program may provide Rapid Response services, which offer early intervention support to affected workers. Rapid Response teams help dislocated workers understand their rights, benefits, and available resources. 7. Priority of Service: Dislocated workers are often given priority access to the full range of WIOA services, ensuring they receive appropriate assistance in their job search and reemployment efforts. Adult and DW deliverables are combined into one.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Workforce Innovation and Opportunity Act (WIOA) Youth program is a federally funded initiative in the United States that offers a range of comprehensive services to young people to help them overcome barriers, acquire necessary skills, and succeed in education, training, and employment. The WIOA Youth program targets individuals between the ages of 14 and 24 who face challenges in entering the workforce or advancing their careers. Specific services provided by the WIOA Youth program include:: 1. Tutoring and Study Skills Assistance: The program may offer tutoring and study skills support to help participants improve their academic performance and achieve educational goals. 2. Alternative Education: For young people who have dropped out of traditional school settings, the program may provide access to alternative education options, such as GED programs or alternative schools. 3. Paid and Unpaid Work Experience: Participants may have the opportunity to gain real-world work experience through paid or unpaid internships, apprenticeships, or job shadowing. 4. Occupational Skills Training: The program may fund or subsidize the cost of vocational or occupational skills training programs to equip participants with relevant job-specific skills. 5. Leadership Development: The WIOA Youth program often includes leadership development activities to enhance participants' soft skills, communication abilities, and leadership potential. 6. Supportive Services: Eligible youth may receive supportive services, such as transportation assistance, child care support, and other resources to help them overcome barriers to participation. 7. Mentoring and Coaching: The program may pair participants with mentors or coaches who provide guidance, support, and encouragement throughout their educational and career journey. 8. Comprehensive Guidance and Counseling: Youth participants receive comprehensive guidance and counseling services to help them identify their career interests, set goals, and develop a career plan. 9. Financial Literacy Education: The program may offer financial literacy workshops to help youth understand basic financial concepts and develop responsible money management skills. 10. Job Search Assistance: The WIOA Youth program provides job search assistance, including job matching, job referrals, and placement services to help participants secure employment. 11. Follow-up Services: After participants have found employment or completed their education and training, the program may offer follow-up services to ensure their continued success and address any challenges that arise.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0NA
IRS990/ProgSrvcAccomActyOtherGrp/Desc1SkillUp Mississippi Valley providing an online e-learning platform to all of the residents in our 8 county service area. Plus smaller programs and initiatives. Program was eliminated and funds returned.
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