2026-06-25T06:14:07-05:00 2025-12-31 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2025-01-01 352531359 GOODWILL MANUFACTURING INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JACQUELINE HALLBERG PRESIDENT 4148474200 2026-06-22 1 BRIDGET ROCHE P00666837 3128560200 2026-06-22 2025 2025-03-06 01:10:19Z JACQUELINE HALLBERG 6055 N 91ST STREET MILWAUKEE WI 53225 805183 0 X WWW.GOODWILLGREATERMC.ORG X 2015 WI CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. 6 6 10 6 0 0 0 0 2860017 801908 148265 -15755 148 30 3008430 786183 0 0 0 0 4303946 519299 0 0 0 3027349 261238 7331295 780537 -4322865 5646 571557 297192 40914512 40634501 -40342955 -40337309 X GOODWILL MANUFACTURING, INC. ("GOODWILL MANUFACTURING") IS A NONSTOCK, NOT-FOR-PROFIT WISCONSIN CORPORATION, WHOSE SOLE MEMBER IS GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL"), A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH (SEE SCHEDULE O) 0 0 745605 801908 GOODWILL MANUFACTURING OPERATIONS CREATES EMPLOYMENT OPPORTUNITIES FOR LOCAL RESIDENTS, MANY WITH DISABILITIES OR DISADVANTAGES.GOODWILL ALSO OPERATES A RECYCLING PROGRAM IN RACINE PROCESSING OVER 4,300 TONS OF MATERIAL. THE RECYCLING OPERATIONS PROVIDE WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIES AND DISADVANTAGES/OTHER BARRIERS TO EMPLOYMENT. 745605 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X CJ WANG 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 X ROBERT KLUG CHAIR 1.00 3.00 X X 0 0 0 MICHELLE GREENE DIR. VICE CHAIR 1.00 2.00 X X 0 0 0 JAMES BORRIS TREASURER - AS OF 02/25 1.00 4.00 X X 0 0 0 TIMOTHY MATTKE TREASURER - THRU 02/25 1.00 4.00 X X 0 0 0 THOMAS SAVAGE SECRETARY 1.00 3.00 X X 0 0 0 IKE UMUNNAH DIRECTOR 1.00 3.00 X 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 2.00 50.00 X 0 849830 400215 JEFFREY DOCALAVICH CFO/ASST. TREASURER 2.00 50.00 X 0 525572 252298 BASIL BUCHKO FORMER ASST. SECRETARY 0.00 0.00 X 0 170000 0 0 1545402 652513 0 1 1 0 0 RECYCLING PROGRAM REVENUE 624100 801908 801908 801908 3245 19000 -15755 -15755 -15755 MISCELLANEOUS INCOME 900099 30 30 30 786183 801908 0 -15725 X 379257 379257 23043 23043 88162 88162 28837 28837 109218 109218 60349 60349 55536 55536 1203 1203 ALLOCATED MANAGEMENT 34932 34932 780537 745605 34932 0 0 0 379299 121393 0 0 191865 97791 0 0 0 0 0 0 0 0 393 78008 147328 147328 0 0 0 0 0 0 0 0 0 0 0 0 571557 297192 75960 143774 40838552 40490727 40914512 40634501 X -40342955 -40337309 -40342955 -40337309 571557 297192 5646 0 X 0 1 X 1 0 X X 1 GOODWILL INDUSTRIES OF SE WI INC 390808491 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 147328 147328 0 0 DUE TO AFFILIATED GOODWILLS 40490727 40490727 X 271228 0 271228 514955 514955 786183 265582 0 265582 514955 514955 780537 PART X, LINE 2: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC., GOODWILL RETAIL SERVICES, INC. AND GOODWILL MANUFACTURING, INC. HAVE RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE ("IRS") INDICATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GOODWILL TALENTBRIDGE, LLC HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL FOLLOWS AUTHORITATIVE ACCOUNTING GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS. GOODWILL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AS OF DECEMBER 31, 2025 AND 2024, GOODWILL DOES NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO ITS TAX POSITIONS. GOODWILL FILES INFORMATION RETURNS IN THE U.S. FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. TAX YEARS OPEN UNDER THE FEDERAL STATUTE OF LIMITATIONS INCLUDE 2022 THROUGH 2025. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2021 THROUGH 2025. PART XI, LINE 4B - OTHER ADJUSTMENTS: WAXDALE MARGIN 514,955. PART XII, LINE 4B - OTHER ADJUSTMENTS: WAXDALE MARGIN 514,955. 1 1 0 0 0 0 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 0 586537 0 108958 0 154335 0 390108 0 10107 0 1250045 0 108958 JEFFREY DOCALAVICH CFO/ASST. TREASURER 0 389805 0 62764 0 73003 0 238281 0 14017 0 777870 0 62764 BASIL BUCHKO FORMER ASST. SECRETARY 0 0 0 0 0 170000 0 0 0 0 0 170000 0 0 PART I, LINE 3: COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024. PART I, LINE 4A: SEVERANCE PAYMENT THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). BASIL BUCHKO $170,000 PART I, LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2025 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $14,222 FORM 990, PART III, LINE 1 501(C)(3) STATUS. GOODWILL MANUFACTURING SHARES THE MISSION OF ITS PARENT COMPANY, WHICH IS: CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. GOODWILL IS DEDICATED TO CREATING COLLECTIVE COMMUNITY IMPACT THROUGH ITS PURPOSE-DRIVEN PARTNERSHIPS, BUSINESSES AND COMMUNITY ACTION. GOODWILL IS FOCUSED ON STRENGTHENING COMMUNITIES, ELIMINATING BARRIERS TO OPPORTUNITY, AND HELPING PEOPLE CONNECT TO VALUABLE EMPLOYMENT AND RESOURCES. ANCHORED IN WORKFORCE DEVELOPMENT, GOODWILL PROVIDES JOB AND PLACEMENT SUPPORT, ACCESS TO RESOURCES THAT HELP NAVIGATE EMPLOYMENT CHALLENGES AND PREPARATION FOR THE WORKPLACE TO MAINTAIN EMPLOYMENT. GOODWILL ADDRESSES BARRIERS BY PROVIDING COMMUNITY RESOURCES FOR BARRIERS SUCH AS DEPENDENT CARE, TRANSPORTATION, UNEMPLOYMENT, EDUCATION, POVERTY, LANGUAGE, DISABILITY, HOUSING, SKILLS GAPS, RE-ENTRY, AND AGE. AS PART OF BUILDING A PIPELINE FOR THE LOCAL WORKFORCE, GOODWILL IS ALSO HELPING TEENS AND YOUNG ADULTS. BY PROVIDING PROGRAMS AND SERVICES FOR CAREER EXPLORATION AND JOB READINESS TRAINING, MORE TEENS AND YOUNG ADULTS CAN SUSTAIN EMPLOYMENT AND IDENTIFY CAREER ADVANCEMENT OPPORTUNITIES. COMMUNITY-BASED SUPPORT IS PROVIDED TO REMOVE BARRIERS AND BUILD INDEPENDENCE FOR INDIVIDUALS BY SUPPORTING HEALTH, INDEPENDENCE AND ECONOMIC STABILITY FOR MORE SUSTAINABLE AND INDEPENDENT LIVES. BEGINNING WITH ITS FIRST WORKSHOP IN A MILWAUKEE CHURCH BASEMENT, WHERE DONATIONS WERE SORTED AND PREPARED FOR SALE IN A SMALL STORE NEARBY, GOODWILL HAS OFFERED WHAT ITS FOUNDER DESCRIBED AS "A CHANCE, NOT CHARITY" TO PEOPLE WITH BARRIERS. TO FULFILL ITS PRIMARY PURPOSES OF EMPLOYMENT AND SELF-SUFFICIENCY FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES, GOODWILL TAKES AN ENTREPRENEURIAL APPROACH. OVER THE YEARS, GOODWILL HAS PURSUED A VARIETY OF ENTERPRISES TO HELP PREPARE INDIVIDUALS FOR EMPLOYMENT AND PLACE THEM IN JOBS BOTH IN THE COMMUNITY AND WITHIN GOODWILL'S OWN OPERATIONS. GOODWILL MANUFACTURING IS ONE OF THOSE SOCIAL ENTERPRISES; IT PROVIDED COMMERCIAL LAUNDRY SERVICES THROUGH AUGUST 3, 2024, TO PRIVATE COMPANIES AND OPERATES A RECYCLING PROGRAM. GOODWILL MANUFACTURING PROMOTES THE MISSION OF GOODWILL BY CREATING OPPORTUNITIES TO EMPLOY INDIVIDUALS WITH DISADVANTAGES AND/OR DISABILITIES, AS WELL AS PROVIDING ON-THE-JOB TRAINING AND SUPPORT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS GOODWILL IS THE SOLE CORPORATE MEMBER OF GOODWILL MANUFACTURING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT GOVERNING BODY GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY ELECTS THE BOARD OF DIRECTORS OF GOODWILL MANUFACTURING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OR STOCKHOLDERS WHO MAY APPROVE DECISIONS GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY APPROVES THE ACTIONS OF GOODWILL MANUFACTURING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW AN INDEPENDENT ACCOUNTING FIRM PREPARED THE IRS FORM 990 AND RELATED SCHEDULES. THE ORGANIZATION'S FINANCE TEAM REVIEWED THE COMPLETED FORM. MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS JUNE 3, 2026 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM PRIOR TO FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., AND AFFILIATES ("GOODWILL") MAINTAINS A CONFLICT OF INTEREST POLICY ("POLICY"). THE PURPOSE OF THE POLICY IS TO PROTECT GOODWILL'S INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE FINANCIAL INTEREST OF AN INTERESTED PERSON SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF GOODWILL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, HE OR SHE SHALL RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION, WHETHER THE TRANSACTION REFLECTS FAIR MARKET VALUE, HAS NO BEARING ON THE RELATIONSHIP, AND IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN, AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC AVAILABILITY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") POSTS ITS GOVERNING DOCUMENTS, ANNUAL REPORTS, FINANCIAL STATEMENTS AND FORMS 990 TO ITS WEBSITE. GOODWILL ALSO MAKES THIS INFORMATION, AND OTHER REQUIRED DISCLOSURES, AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 REFER TO NARRATIVE LISTED ON LINE 18. FORM 990, PART VII: COMPENSATION FROM A RELATED ORGANIZATION GOODWILL MANUFACTURING DOES NOT DIRECTLY COMPENSATE ITS OFFICERS. THE FILING ORGANIZATION RELIES ON ITS PARENT ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., TO FACILITATE ITS COMPENSATION. THE COMPENSATION LISTED IN FORM 990, PART VII IS THE TOTAL COMPENSATION PAID BY THE PARENT ORGANIZATION TO MANAGE THE PARENT ORGANIZATION AND ITS RELATED ORGANIZATIONS, INCLUDING GOODWILL MANUFACTURING. FORM 990, PART IX, LINE 11G RECYCLING FEES: PROGRAM SERVICE EXPENSES 98,940. TOTAL EXPENSES 98,940. BANK FEES: PROGRAM SERVICE EXPENSES 8,828. TOTAL EXPENSES 8,828. MEMBERSHIP FEES: PROGRAM SERVICE EXPENSES 1,450. TOTAL EXPENSES 1,450. GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 GOODWILL INDUSTRIES OF METRO CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 HUMAN SERVICE IL 501(C)(3) LINE 7 GOODWILL SE WI 0 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC 6055 N 91ST STREET MILWAUKEE WI 53225 390808491 HUMAN SERVICE WI 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0