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Nonprofit · EIN 30-0252370

SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD

Tax-exempt · CINCINNATI, OH 45237

Financials

$987K$886K2022$1M$996K2023$2M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,008,962$1,926,275$82,687$1,345,373$135,733$1,209,640
June 30, 2024990 (amended)$1,002,458$995,765$6,693$1,196,831$69,878$1,126,953
June 30, 2023990$987,211$885,668$101,543$1,171,081$50,821$1,120,260
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,976,872
of which government grants
$1,971,872
Program service revenue
$0
Investment income
$30,590
Other revenue
$1,500

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$124,000
Other salaries and wages
$357,409
Salaries, compensation and benefits (total)
$555,889
Professional fundraising fees
$0
Accounting fees
$73,884
Occupancy
$291,984
Depreciation
$4,057
Program services (functional)
$1,670,739
Management and general (functional)
$255,536

Balance sheet and other

Total assets, start of year
$1,196,831
Total assets, end of year
$1,345,373
Total liabilities, end of year
$135,733
Net assets, end of year
$1,209,640
Land, buildings and equipment
$19,715
Net assets without donor restrictions
$1,034,640
Net assets with donor restrictions
$175,000
Gross receipts
$2,008,962
Employees
6
Volunteers
119
Year formed
2004
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Beth YokeExecutive Director
Officer
40$124,970$13,417
Nick MilazzoChair 2024
Trustee or director, Officer
2$0$0
Natasha ChestnutChair - Elect 2024
Trustee or director, Officer
2$0$0
Andrew CrumTreasurer
Trustee or director, Officer
2$0$0
DeJuan GossettVice Chair
Trustee or director, Officer
2$0$0
Myron HughesVice Chair
Trustee or director, Officer
2$0$0
Rene McPhedranSecretary
Trustee or director, Officer
2$0$0
Asha ParkerVice Chair 2024
Trustee or director, Officer
2$0$0
Timothy ThorntonVice Chair 2024
Trustee or director, Officer
2$0$0
Uche AgomuoBoard Member
Trustee or director
1$0$0
Hope ArthurBoard Member
Trustee or director
1$0$0
Michael BeckBoard Member
Trustee or director
1$0$0
Heath BoucherBoard Member
Trustee or director
1$0$0
Paula Brehm-HeegerBoard Member
Trustee or director
1$0$0
Markiea CarterBoard Member
Trustee or director
1$0$0
33 more people on this return
NameTitleHours / weekCompensation
Leo ChanBoard Member
Trustee or director
1$0
Chad DayBoard Member
Trustee or director
1$0
Renee DeanBoard Member
Trustee or director
1$0
Mark DierigBoard Member
Trustee or director
1$0
Keizayla FambroBoard Member
Trustee or director
1$0
Catherine FitzgeraldBoard Member
Trustee or director
1$0
Margaret FoxBoard Member
Trustee or director
1$0
Chris FridelBoard Member
Trustee or director
1$0
Shanel GentryBoard Member
Trustee or director
1$0
Brian GriffinBoard Member
Trustee or director
1$0
Jesse GrissomBoard Member
Trustee or director
1$0
Rodney HardinBoard Member
Trustee or director
1$0
Zach KiffmeyerBoard Member
Trustee or director
1$0
Deval MotkaBoard Member
Trustee or director
1$0
Shwetha PaiBoard Member
Trustee or director
1$0
Michael PrusBoard Member
Trustee or director
1$0
Eric RademacherBoard Member
Trustee or director
1$0
Jennifer RoederBoard Member
Trustee or director
1$0
Trisha Rogers-LoweryBoard Member
Trustee or director
1$0
Jesse SimmonsBoard Member
Trustee or director
1$0
Uma SivaprasadBoard Member
Trustee or director
1$0
Diana SmallBoard Member
Trustee or director
1$0
Harry SnyderBoard Member
Trustee or director
1$0
Carol Sorenson-WilliamsBoard Member
Trustee or director
1$0
Nathan StrangeBoard Member
Trustee or director
1$0
Stephanie Sumerow DumasBoard Member
Trustee or director
1$0
John ThomasBoard Member
Trustee or director
1$0
Rochelle ThompsonBoard Member
Trustee or director
1$0
Michael TurnerBoard Member
Trustee or director
1$0
Jordan VogelBoard Member
Trustee or director
1$0
Amy WaldbilligBoard Member
Trustee or director
1$0
Rhonda Whitaker-HurttBoard Member
Trustee or director
1$0
Bryan WrightBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2024: 55 people
NameTitleHours / weekCompensation
Jason AshbrookExecutive Director
Officer
40$70,709
Carol Sorsenson-WilliamsChair 2023
Trustee or director, Officer
2$0
Nick MilazzoChair 2024
Trustee or director, Officer
2$0
Natasha ChestnutVice Chair, Chair Elect
Trustee or director, Officer
2$0
DeJuan GossettVice Chair
Trustee or director, Officer
2$0
Myron HughesVice Chair
Trustee or director, Officer
2$0
Shawntay MalloryVice Chair
Trustee or director, Officer
2$0
Asha ParkerVice Chair 2024
Trustee or director, Officer
2$0
Timothy ThorntonVice Chair 2024
Trustee or director, Officer
2$0
Andrew CrumTreasurer
Trustee or director, Officer
2$0
Rene McPhedranSecretary
Trustee or director, Officer
2$0
Uche AgomuoBoard Member
Trustee or director
1$0
Jackie AlfBoard Member
Trustee or director
1$0
Hope ArthurBoard Member
Trustee or director
1$0
Michael BeckBoard Member
Trustee or director
1$0
Heath BoucherBoard Member
Trustee or director
1$0
Paula Brehm-HeegerBoard Member
Trustee or director
1$0
Markiea CarterBoard Member
Trustee or director
1$0
Leo ChanBoard Member
Trustee or director
1$0
Jilson DanielsBoard Member
Trustee or director
1$0
Chad DayBoard Member
Trustee or director
1$0
Renee DeanBoard Member
Trustee or director
1$0
Mark DierigBoard Member
Trustee or director
1$0
Keizayla FambroBoard Member
Trustee or director
1$0
Catherine FitzgeraldBoard Member
Trustee or director
1$0
Margaret FoxBoard Member
Trustee or director
1$0
Chris FridelBoard Member
Trustee or director
1$0
Shanel GentryBoard Member
Trustee or director
1$0
Regina GrayBoard Member
Trustee or director
1$0
Brian GriffinBoard Member
Trustee or director
1$0
Jesse GrissomBoard Member
Trustee or director
1$0
Rodney HardinBoard Member
Trustee or director
1$0
Kelly HoldenBoard Member
Trustee or director
1$0
Zach KiffmeyerBoard Member
Trustee or director
1$0
Deval MotkaBoard Member
Trustee or director
1$0
Matthew OwensBoard Member
Trustee or director
1$0
Shwetha PaiBoard Member
Trustee or director
1$0
Michael PrusBoard Member
Trustee or director
1$0
Eric RademacherBoard Member
Trustee or director
1$0
Krista RinehartBoard Member
Trustee or director
1$0
Jennifer RoederBoard Member
Trustee or director
1$0
Trisha Rogers-LoweryBoard Member
Trustee or director
1$0
Jesse SimmonsBoard Member
Trustee or director
1$0
Uma SivaprasadBoard Member
Trustee or director
1$0
Diana SmallBoard Member
Trustee or director
1$0
Harry SnyderBoard Member
Trustee or director
1$0
Nathan StrangeBoard Member
Trustee or director
1$0
Stephanie Sumerow DumasBoard Member
Trustee or director
1$0
John ThomasBoard Member
Trustee or director
1$0
Michael TurnerBoard Member
Trustee or director
1$0
Jordan VogelBoard Member
Trustee or director
1$0
Amy WaldbilligBoard Member
Trustee or director
1$0
Dani WatkinsBoard Member
Trustee or director
1$0
Rhonda Whitaker-HurttBoard Member
Trustee or director
1$0
Bryan WrightBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2023: 58 people
NameTitleHours / weekCompensation
Jason AshbrookExecutive Director
Officer
40$120,115
Carol Sorsenson-WilliamsChair 2023
Trustee or director, Officer
2$0
Nick MilazzoChair Elect
Trustee or director, Officer
2$0
Natasha ChestnutVice Chair
Trustee or director, Officer
2$0
DeJuan GossettVice Chair
Trustee or director, Officer
2$0
Myron HughesVice Chair
Trustee or director, Officer
2$0
Shawntay MalloryVice Chair
Trustee or director, Officer
2$0
Andrew CrumTreasurer
Trustee or director, Officer
2$0
Rene McPhedranSecretary
Trustee or director, Officer
2$0
Laurence Jones IIIChair 2022
Trustee or director
1$0
Uche AgomuoBoard Member
Trustee or director
1$0
Margaret AlbertBoard Member
Trustee or director
1$0
Jackie AlfBoard Member
Trustee or director
1$0
Hope ArthurBoard Member
Trustee or director
1$0
Michael BeckBoard Member
Trustee or director
1$0
Heath BoucherBoard Member
Trustee or director
1$0
Paula Brehm-HeegerBoard Member
Trustee or director
1$0
Markiea CarterBoard Member
Trustee or director
1$0
Leo ChanBoard Member
Trustee or director
1$0
Jilson DanielsBoard Member
Trustee or director
1$0
Chad DayBoard Member
Trustee or director
1$0
Renee DeanBoard Member
Trustee or director
1$0
Mark DierigBoard Member
Trustee or director
1$0
Keizayla FambroBoard Member
Trustee or director
1$0
Catherine FitzgeraldBoard Member
Trustee or director
1$0
Margaret FoxBoard Member
Trustee or director
1$0
Chris FridelBoard Member
Trustee or director
1$0
Shanel GentryBoard Member
Trustee or director
1$0
Regina GrayBoard Member
Trustee or director
1$0
Brian GriffinBoard Member
Trustee or director
1$0
Jesse GrissomBoard Member
Trustee or director
1$0
Rodney HardinBoard Member
Trustee or director
1$0
Kelly HoldenBoard Member
Trustee or director
1$0
Deval MotkaBoard Member
Trustee or director
1$0
Matthew OwensBoard Member
Trustee or director
1$0
Shwetha PaiBoard Member
Trustee or director
1$0
Asha ParkerBoard Member
Trustee or director
1$0
Denisha PorterBoard Member
Trustee or director
1$0
Michael PrusBoard Member
Trustee or director
1$0
Eric RademacherBoard Member
Trustee or director
1$0
Alicia ReeceBoard Member
Trustee or director
1$0
Krista RinehartBoard Member
Trustee or director
1$0
Jennifer RoederBoard Member
Trustee or director
1$0
Trisha Rogers-LoweryBoard Member
Trustee or director
1$0
Jesse SimmonsBoard Member
Trustee or director
1$0
Uma SivaprasadBoard Member
Trustee or director
1$0
Diana SmallBoard Member
Trustee or director
1$0
Harry SnyderBoard Member
Trustee or director
1$0
Stephanie Sumerow DumasBoard Member
Trustee or director
1$0
John ThomasBoard Member
Trustee or director
1$0
Roberta ThomasBoard Member
Trustee or director
1$0
Timothy ThorntonBoard Member
Trustee or director
1$0
Michael TurnerBoard Member
Trustee or director
1$0
Jordan VogelBoard Member
Trustee or director
1$0
Amy WaldbilligBoard Member
Trustee or director
1$0
Dani WatkinsBoard Member
Trustee or director
1$0
Rhonda Whitaker-HurttBoard Member
Trustee or director
1$0
Bryan WrightBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1740 LANGDON FARM RD STE 300, CINCINNATI, OH 45237-3824
In care of
% SHERRY KELLEY MARSHALL
Principal officer (990 for 2024)
Beth Yoke, 1916 Central Parkway, Cincinnati, OH 45214
Signed the 990
Beth Yoke, Executive Director
Phone
(513) 612-3681
Return prepared by
Locey Mitchell & Associates Ltd

Mission

Dedicated to providing employers with a prepared workforce by connecting job-seeking customers to opportunities that build their career readinesss, thereby contributing to the growth of our community and region.

990 for the year ended June 30, 2025

Program accomplishments

  • One Stop Operations: Using federal grant funds from the Workforce Innovation and Opportunity Act (WIOA) of 2014 (which replaced the previous Workforce Investment Act of 1998), the Organization provides oversight for Ohio Means Jobs (OMJ), the one-stop center exists to help local job seekers obtain necessary skills to secure employment and assist local businesses in finding employees with the skill set they need. The area received a standard federal allocation based on state of Ohios allocation policy and served 6,856 individuals through the OMJ Center and its network of partners. These outcomes also include 289 individuals provided with grant funds for in-demand career training programs. Results also include 81% of adults/dislocated workers obtaining employment and 1,541 employers served.
    Expenses $356,410
  • Youth: This program uses funds in a statewide, integrated program called Comprehensive Case Management and Employment Program (CCMEP). CCMEP leverages transitional assistance for needy families (TANF) and WIOA funding to serve 14-24 year old youth with comprehensive employment, education, and training services, to improve their work readiness and college readiness capabilities, as well as providing treatment and case management for a variety of impediments to their workforce success. Services are provided by three organizations - two for out-of-school youth and one for in-school youth. Combined, these TANF and WIOA programs serviced over 2,109 youth/young adults with 626 obtaining employment.
    Expenses $64,563
  • Adult/Special Grants/Administration/Dislocated Workers/Employer Services: In this fiscal year, the Organization was awarded a grant to assist with breaking down barriers for residents such as transportation and language. In addition, the Organization assisted with applying with other entities and/or providing letters of support, to bring additional resources into the Cincinnati/Hamilton County service area.
    Expenses $458,431
  • RESA and Subcontracted programs
    Expenses $791,335

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
30-0252370
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J20)
Assets (IRS master file)
$1,345,373
Income (IRS master file)
$2,008,962

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,008,962$1,926,275$1,345,373XML
990June 2024$1,002,458$995,765$1,196,831XML
990June 2023$987,211$885,668$1,171,081XML
990June 2022$702,373$704,807$1,083,537IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0252370).

Questions about SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD

What is the EIN of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD?
The employer identification number (EIN) of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD is 30-0252370.
Is SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD?
The 990 for the year ended June 30, 2025 names Beth Yoke.
Who are the officers and directors of SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD?
The 990 for the year ended June 30, 2025 lists 48 people; 1 received compensation from the organization, the highest $124,970 (Beth Yoke, Executive Director).
How much revenue does SOUTHWEST OHIO REGION WORKFORCE INVESTMENT BOARD have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,008,962, expenses of $1,926,275 and total assets of $1,345,373 at year end.

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