2023-10-23T12:43:41-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2022-01-01 463331510 HEARTLAND GOODWILL ENTERPRISES HEAR 3192484633 8200 6TH STREET SW CEDAR RAPIDS IA 52404 PATRICIA AIRY PRESIDENT 3192484633 2023-10-23 1 PATRICIA AIRY XXX-XX-XXXX 0 DAVID LITTLE P01480921 3193632697 2023-10-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA AIRY 8200 6TH STREET SW CEDAR RAPIDS IA 52404 25312716 0 X N/A X 2013 IA TO ENCOURAGE AND ENHANCE THE DIGNITY, SELF-RESPECT AND SOCIAL AND ECONOMIC INDEPENDENCE OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 5 5 47 5 0 0 1500 1000 1024975 1069528 5888 3345 1469631 3001370 2501994 4075243 0 0 0 0 962529 906470 0 0 0 1566166 1750027 2528695 2656497 -26701 1418746 9586484 13315004 9836983 12146757 -250499 1168247 TO ENCOURAGE AND ENHANCE THE DIGNITY, SELF-RESPECT AND SOCIAL AND ECONOMIC INDEPENDENCE OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 0 0 1773687 3001370 PRODUCT REVENUE:THIS PROGRAM SUPPORTS THE MISSION BY PROVIDING EMPLOYMENT IN FOOD PACKAGING FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 873607 1069528 CONTRACTS WITH BUSINESSES:THIS PROGRAM SUPPORTS THE MISSION BY PROVIDING VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 2647294 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 47 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X GOODWILL INDUSTRIES OF THE HEARTLAND 3192484633 8200 6TH STREET SW CEDAR RAPIDS IA 52404 MAHONEY COLIN CHAIRPERSON 0.50 2.00 X X 0 0 0 KILBURG DESIREE TREASURER 0.50 2.00 X X 0 0 0 SCHNEIDER JOHN SECRETARY 0.50 2.00 X X 0 0 0 BANKER JULIE BOARD MEMBER 0.50 2.00 X 0 0 0 MAINARDI JOSE BOARD MEMBER 0.50 2.00 X 0 0 0 AIRY PATRICIA PRESIDENT 1.50 40.00 X 0 293709 20080 ERB TAMERA SVP CFO 1.50 40.00 X 0 161066 20458 0 454775 40538 0 0 1 0 JB HUNT 615 JB HUNT CORPORATE DRIVE LOWELL AR 72745 LOGISTICS 617936 SOURCEAMERICA PO BOX 79424 BALTIMORE MD 212790424 NISH FEES 359879 1 1000 1000 SERVICE CONTRACTS 812900 1069528 1069528 1069528 3345 3345 24238843 21237473 3001370 3001370 4075243 4070898 0 3345 X 765603 765603 28755 28755 39378 39378 72734 72734 89966 83966 6000 3203 3203 314114 314114 86 86 129173 129173 554598 554598 10099 10099 618108 618108 RENTAL AND EQUIPMENT MA 30098 30098 EMPLOYEE RELATIONS 582 582 2656497 2647294 9203 0 1841978 4780590 5000 0 81369 99056 1169188 548865 27816 33966 7315800 1440666 6461133 5875134 0 1977393 9586484 13315004 629342 418927 2661701 2378872 712500 662500 5833440 8686458 9836983 12146757 X -253999 1164747 3500 3500 -250499 1168247 9586484 13315004 1418746 0 X 0 1 X 0 0 X X 1 GOODWILL INDUSTRIES OF THE HEARTLAND 420923563 10 1 78000 0 1 78000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 4903472 1037740 3865732 2412328 402926 2009402 5875134 RIGHT OF USE ASSET NET OF AMORTIZATION 1977393 1977393 DUE TO GOODWILL INDUSTRIES OF THE HEARTLAND 6705273 LEASE LIABILITY 1981185 8686458 X 4075243 0 4075243 0 4075243 2656497 0 2656497 0 2656497 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. 0 0 0 0 0 0 0 0 0 AIRY PATRICIA PRESIDENT 0 286709 0 7000 0 0 0 17528 0 2552 0 313789 0 0 ERB TAMERA SVP CFO 0 157864 0 3202 0 0 0 10069 0 10389 0 181524 0 0 PART I, LINE 3 NO OFFICERS ARE COMPENSATED BY THE ORGANIZATION. THE RELATED PARTY COMPENSATION IS ESTABLISHED BY THE RELATED PARTY USING A COMPENSATION COMMITTEE, COMPENSATION SURVEYS/STUDIES AS WELL AS FORMAL BOARD APPROVAL. A CITY OF NORTH LIBERTY 420926682 2019-08-01 3000000 REFINANCE AND FACILITY PURCHASE 0 0 0 A 593176 3000000 39940 2960060 2020 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH GOODWILL INDUSTRIES OF THE HEARTLAND, A RELATED 501(C)(3) EXEMPT ORGANIZATION. THE MANAGEMENT AGREEMENT INCLUDES A PROVISION THAT ALLOWS GOODWILL INDUSTRIES OF THE HEARTLAND TO ASSIST IN NEGOTIATING THE ORGANIZATION'S ABILITYONE CONTRACTS WHICH IS CONSIDERED A MANAGEMENT FUNCTION. THE OTHER FUNCTIONS COVERED IN THE MANAGEMENT AGREEMENT, SUCH AS ASSISTANCE WITH DAY-TO-DAY BOOKKEEPING AND ACCOUNTING, DO NOT CARRY ANY MANAGEMENT LEVEL DUTIES. FORM 990, PART VI, SECTION A, LINE 6 GOODWILL INDUSTRIES OF THE HEARTLAND, AN IOWA 501(C)(3) NONPROFIT CORPORATION, IS THE SOLE MEMBER OF THE ORGANIZATION. THE MEMBER HAS THE RIGHT TO ELECT, REMOVE AND FILL ANY VACANCIES ON THE BOARD OF DIRECTORS OF THE ORGANIZATION, AS WELL AS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT, REMOVE AND FILL ANY VACANCIES ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT WILL BE PROVIDED TO THE ORGANIZATION'S PRESIDENT, SENIOR VP/CFO AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND OTHER INDIVIDUALS WHO PROVIDE SERVICES TO HEARTLAND GOODWILL ENTERPRISES. INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT AS THEY ARISE; IN ADDITION EACH INTERESTED PERSON IS REQUIRED TO ANNUALLY COMPLETE A STATEMENT CONFIRMING COMPLIANCE AND UNDERSTANDING OF THE POLICY. IF A CONFLICT WERE TO ARISE, THE INDIVIDUAL IN CONFLICT WOULD NOT BE PRESENT FOR ANY DISCUSSION OR VOTE ON THE MATTER IN CONFLICT AND THE MATTER WOULD BE NOTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 CURRENTLY THERE ARE NO INDIVIDUALS PAID BY THE ORGANIZATION THAT MEET THE DEFINITION OF TOP MANAGEMENT OFFICIAL, KEY EMPLOYEE OR OTHER OFFICER, BUT THE ORGANIZATION DOES HAVE A POLICY IN PLACE TO ENSURE AN INDEPENDENT REVIEW AND APPROVAL, AS WELL AS THE USE OF COMPARABILITY DATA, WILL BE USED SHOULD SUCH INDIVIDUALS EXIST IN THE FUTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G NISH FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 314,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,114. GOODWILL INDUSTRIES OF THE HEARTLAND 8200 6TH STREET SW CEDAR RAPIDS IA 52404 420923563 HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING AND WORK IA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 GOODWILL INDUSTRIES OF THE HEARTLAND P 871834