2022-01-10T14:39:15-06:00 2021-06-30 860683059 BeachFleischman PC 1985 E River Road Suite 201 Tucson AZ 85718 990 2020-07-01 860223401 Goodwill Industries of Southern Arizona Inc GOOD 5206235174 1940 East Silverlake Road No 405 Tucson AZ 857131950 Elizabeth Gulick Co-President/CEO 5206235174 2021-12-13 1 Elizabeth Gulick 999009999 Monica A Vera CPA P01456278 5203214600 2021-12-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Elizabeth Gulick 1940 East Silverlake Road No 405 Tucson AZ 857131950 34369064 0 X www.goodwillsouthernaz.org X 1969 AZ GISA provides jobs and training for people to gain skills and achieve independence. 10 10 887 100 0 0 3156569 4508699 0 0 20283 6768 24194620 28561333 27371472 33076800 45872 50638 0 0 16201817 16130040 0 0 0 11351983 11885806 27599672 28066484 -228200 5010316 15025728 17754673 9568758 7272267 5456970 10482406 X Goodwill Industries of Southern Arizona works toward ensuring that all people have the opportunity to reach their potential and contribute to our community. Through quality, evidence-based, workforce development programs; Goodwill Industries of Southern (continued at Schedule O) Arizona served 4,228 people last year. Those served include low-income, at-risk, and adjudicated youth; veterans; young adult ex-offenders; and low-income, unemployed, and underemployed adults. Of the 4,228 people served last year, 39% were served with revenue self-generated by our Goodwill retail sales and 61% were served through grants and/or funding assistance from federal grants, the State of Arizona Division of Developmental Disabilities, the Pima County Arizona@Work system, the City of Tucson-Economic & Workforce Development, the United Way of Southern Arizona, and other donors and community partners. 0 0 22618543 28561333 Goodwill Industries of Southern Arizona, Inc. operates 16 thrift stores, one Boutique, two outlets, e-commerce sales, and a salvage operation in Southern Arizona. Goodwill's retail program gave back to the community by providing over 500 jobs at these retail locations. $14,960,979 was earned in wages and benefits by Goodwill employees, supporting the local economy. 1,450,859 people benefitted from low-cost purchases in our stores. 559,169 donors provided donated material goods. 33,550,140 pounds of goods were recycled and diverted from landfills. 2467197 50638 See Schedule O. 25085740 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 38 0 1 887 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Klaudia Brace 5206235174 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 Humberto Astorga Member 1.00 X 0 0 0 Vance Falbaum Member 1.00 X 0 0 0 Cedar Stagner Kile Member 1.00 X 0 0 0 Rita Stubbs Member 1.00 X 0 0 0 Jim Zarling Member 1.00 X 0 0 0 Lorenzo Cotton Member at Large 1.00 X 0 0 0 Vivian Egbert Member at Large 1.00 X 0 0 0 James Wertheimer Chairman 1.00 X X 0 0 0 Ron Robinette Vice Chairman 1.00 X X 0 0 0 Linda Matson Secretary 1.00 X X 0 0 0 Dan Talerico Treasurer 1.00 X X 0 0 0 Elizabeth Gulick Co-President/CEO 40.00 X 231489 0 10865 Lisa Allen Co-President/CEO 40.00 X 231186 0 9675 Klaudia Brace CFO 40.00 X 132724 0 4440 Ila Cipriani Chief Compliance Officer 40.00 X 123403 0 8130 Eric Schmidt VP, Operations 40.00 X 119914 0 8621 Warren Young Chief Information Officer 40.00 X 120288 0 4680 Kevin Cunningham VP, Retail 40.00 X 114604 0 8303 1073608 0 54714 7 0 1 0 FedEx PO Box 7221 Pasadena CA 91109 Shipping 473651 Republic Services 5055 S Swan Road Tucson AZ 85706 Waste disposal 259324 Penske Truck Leasing Co PO Box 7429 Pasadena CA 91110 Truck rental and maintenance 220694 UPS Mail Innovations PO Box 730900 Dallas TX 75373 Shipping 172796 ADP PO Box 84875 Boston MA 02284 Payroll processing 127634 5 3679216 829483 4508699 2049 2049 4719 0 4719 4719 4719 29822803 1292264 28530539 28530539 Miscellaneous 900099 30794 30794 30794 33076800 28561333 0 6768 50638 50638 769046 150740 618306 13210669 11906191 1304478 208523 176807 31716 772740 625629 147111 1169062 1038080 130982 19555 12461 7094 41300 41300 1215 1076 139 234560 175780 58780 193313 35367 157946 2248357 2112363 135994 89926 77752 12174 7420571 7380149 40422 512953 503306 9647 165712 165331 381 155024 15992 139032 679395 600639 78756 Other Expenses 123925 57439 66486 28066484 25085740 2980744 0 1496502 3707929 4000456 4000909 93667 281988 167724 125568 1639177 1691165 239729 313488 17798687 10269815 7290403 7528872 87954 104559 10116 195 15025728 17754673 1487952 1945707 2742220 257064 4155594 3927253 1182992 1142243 9568758 7272267 X 5456970 10482406 5456970 10482406 15025728 17754673 5010316 15120 0 X 0 1 X 1 0 X 1949000 1906035 2005784 3156569 4508699 13526087 26307205 26833495 29418054 25590207 29853597 138002558 28256205 28739530 31423838 28746776 34362296 151528645 0 0 0 151528645 2185 2603 3088 18886 2049 28811 2185 2603 3088 18886 2049 28811 28258390 28742133 31426926 28765662 34364345 151557456 0.99980 0.99980 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 28066484 28066484 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 87954 21195 3580 1010 104559 91537 1052 3612 1023 87954 93616 2667 3614 1132 91537 91739 6613 3548 1188 93616 82346 3378 10491 3378 1098 91739 1.00000 0.00000 0.00000 1 0 3469252 3469252 6293772 3525793 2767979 2338108 1948106 390002 3433563 2853123 580440 2263992 1942793 321199 7528872 Funds held for others 95102 Deferred rent 1047141 1142243 X Part V, Line 4: Endowment funds consist solely of board designated net assets held for various board designated purposes. Part X, Line 2: Financial statement FIN 48 (ASC 740) footnote: Both GISA and GIT are exempt from income taxes under both Federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws, and are classified as other than private foundations under Internal Revenue Code Section 509(a)(2). Income from certain activities not directly related to their tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (UBTI). 1 Tuition and training fees 74 34294 FMV Tuition & training fees Transportation assistance 15 660 FMV Bus passes Utility, rent, food and clothing assistance 198 15684 FMV Purchased clothing and food Part I, Line 2: All fund disbursements are made in accordance with either the terms of the applicable grant or contract, and all disbursements require supervisory approval and documentation in compliance with grant rules. Disbursements related to or for a GISA employee are prepared in accordance with established company policy. Among other provisions, company policy stipulates that payment be made directly to the entity owed, not to the individual. All disbursements require supervisory approval. X X X X X X 0 0 0 0 0 0 0 0 0 Elizabeth Gulick Co-President/CEO 228106 0 0 0 3383 0 6065 0 4800 0 242354 0 0 0 Lisa Allen Co-President/CEO 228355 0 0 0 2831 0 4875 0 4800 0 240861 0 0 0 A The Industrial Development Authority of the County of Pima Revenue Bonds 860445981 000000000 2017-10-01 4586250 To finance the acquisition of a retail facility. 0 0 0 A 4557586 81680 3695951 779955 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 1 Schedule K, Part II, Proceeds: Line 3: The $4.5M IDA bond had an issue price of $4,586,250 and the total proceeds of issue was $4,557,586. The difference between the issue price and proceeds was an original issue discount of $28,664. X See Note at Part II X See Note at Part II X See Note at Part II X See Note at Part II X See Note at Part II X See Note at Part II 0 1 0 Part I, Line 33: The actual value of donated merchandise can only be determined upon its sale and Goodwill Industries of Southern Arizona, Inc. only recognizes revenue when donated merchandise is sold. Not all merchandise donations sell and routinely merchandise donations are not sold in the same fiscal period in which they were received. Form 990 Part III Line 4b The workforce development programs Goodwill Industries of Southern Arizona provided last year include: Job Connection Centers- Located inside our Goodwill retail stores; last year our five store-based community job connection centers served 1,153 people. Services included assistance in conducting internet job searches, completing on-line applications, and developing on-line and hard-copy resumes; referral to needed community support services; and referral to appropriate training programs including GED training, certificate/certification training, and other post-secondary training. Due to COVID-19, the small-group workshop style employability, job seeking skills, interview skills training and hiring events /job fairs were not able to be held. Instead, there were referrals to and promotion of virtual opportunities to Job Seekers. Pima County Arizona@Work- Through grants and service delivery contracts with the Pima County AZ@Work system, Goodwill provided six different programs and services during the year ending June 30, 2021. The programs provide a diverse range of workforce and economic development programs for Pima County residents and employers and are described below: - Adult Case Management and Youth Case Management- Last year, Goodwill provided WIOA (Workforce Investment and Opportunity Act) case management services for 183 Pima County adults and 147 Pima County youth through Goodwill staff members stationed full-time at the AZ@Work centers. Goodwill staff members counseled AZ@Work participants regarding labor market trends, job availability, and career advancement pathways within area high growth-high demand industries. Then, based on the participant's interests and assessed skills, Goodwill staff members assisted participants to access WIOA training dollars, attend certificate/certificate or other industry-recognized training, and obtain employment with career advancement pathways in area high-growth-high demand jobs. - Career Ladder Training- The Career Ladder Training program provides area employers with the trained workforce needed to sustain and grow their business and provides incumbent workers with the employer-driven, industry-recognized certificate/certification training needed to advance into job paying greater than $18.00 per hour (our area's living wage). Last year, the Career Ladder Training program served 1,148 Tucson employers and 21 area workers obtained industry-recognized certification. - Workshops and Seminars- Goodwill provided employability skills trainings for 106 Pima County residents last year through Goodwill staff members stationed at the AZ@Work centers. Goodwill provided 63 employability-related workshops and seminars include: Employability Skills for Adults, Employability Skills for Youth, Resume Development-Resume Writing Lab, Basic Computer Skills for Job Seekers, and Youth Leadership Skills. - After-School Work Experience Training- Last year, 58 low-income Pima County youth participated in our After-School paid, employer-based, work experience training program. Program youth gain work experience a real work environment with productive adult co-workers and a caring supervisor; learn the value of a pay check; and develop job related hard and life related soft skills for multiple career pathways. - Youth Employer Outreach- Goodwill made 126 employer outreach contacts to seeking Pima County employers to provide training to youth. 20 out-of-school/out of work youth were placed in work experience training. Due to COVID, participation by employers and those seeking training declined from the previous year. Opportunity Accelerator- This program began in 2021 and aims to reduce employment and learning barriers; increase access and completion of credentials; and provide wrap around services to increase digital resiliency, market relevant skills and employment for youth and young adults age 15-24 in Pima County. The program provides paid and unpaid work experience, employability and digital skills training, job placement and career exploration support along with soft skills training. Adult Reentry Program- Goodwill provides adult ex-offenders (age 25 and older) with the training and services needed to obtain and maintain employment in order to reduce recidivism. The program provides career planning, case management assistance, educational interventions, employability training, certificate training in high growth-high demand occupations and follow-along assistance. Last year, 116 adults were enrolled in the Reentry Program. Goodwill also partnered with Exodus Community Services to provide training and employment services to 20 Exodus residents over age 18 with criminal backgrounds. Goodwill-Metro Youth Re-Engagement Centers (REC)- Serving as access pipelines for low-income, disconnected, opportunity youth age 16-24; last year our Goodwill-Metro Youth Re-Engagement Centers served 381 youth. (An opportunity youth is out-of-school and out-of-work at program entry.) Staffed by knowledgeable staff that youth trust and connect with; our Centers connect youth with community services and supports that are specifically tailored to meet their individual needs including academic tutoring and a do-able plan to return to school, earn a high school diploma or GED; career planning, employability skills training, and referrals to career pathway jobs; and referral to Goodwill and other area youth programs. The Metro/REC Reengagement Project for Homeless Youth- has the goal of disrupting the causes of youth homelessness by engaging youth in leadership roles to provide a peer-to-peer approach to the engagement of homeless youth in educational and employment services and provide a pathway to access critical community services. The program connects and links youth with community services and supports, provide career planning, training, mentoring, job-placement assistance, and wrap-around supports. 87 youth were served through this program. Academic Services- Our Academic Services department delivers academic coaching that provides youth with the skills and confidence needed to gain the skills needed to stay in school and graduate on-time, return to school, earn a GED or high school diploma, increase their literacy and numeracy scores to enter post-secondary or other industry-recognized training, or study for an upcoming certificate/certification exam. The program also assists youth in qualifying for WIOA and other training dollars. Last year there were 296 youth enrolled in the program. Group Supported Employment- Serving adults with development disabilities; our Group Supported Employment program provides low-ratio (2:1 or 3:1) job coaching and support services in the fully-integrated, community-based, work environments provided by our Goodwill retail stores. Participants work and interact with non-disabled co-workers while receiving the on-going training and support services needed for success. Our Group Supported Employment program is accredited by CARF (the Commission on Accreditation of Rehabilitation Facilities) and consistently receives the highest-level of accreditation available. Employee Career Development and Employee Assistance Services- Based on their individual needs, our Employee Career Development services provides Goodwill employees with one-on-one career planning, assistance in remediating existing barriers, and job-specific skills training for advancement within Goodwill or to seek career-level advancement outside of Goodwill. In addition, the program provides employee assistance services, including crisis assistance and referral to community support services. Form 990, Part VI, Section A, line 2 Elizabeth Gulick and Lisa Allen have a family relationship. Form 990, Part VI, Section B, line 11b The Audit Committee reviews the Form 990 before it is filed with the IRS. The committee then reports to the Executive/Finance Committee and to the Board as part of their committee report. Then at a Board meeting each Board member is handed a copy of the 990 for discussion and compliance purposes. Form 990, Part VI, Section B, line 12c The Bylaws state Directors must be independent and do not receive, directly or indirectly, material financial benefits from the corporation or its related parties. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence and nature of his or her financial interest to the Board of Directors and members of any committees with any Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest, the interested person shall leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Directors or committee members shall decide if a conflict of interest exists. If the disinterested Directors have reasonable cause to believe that the interested Director has failed to disclose an actual or possible conflict of interest, the disinterested Directors shall inform the interested Director of the basis for such belief and afford the interested Director an opportunity to explain the alleged failure to disclose. If, after hearing the response of the interested Director and making such further investigation as may be warranted in the circumstances, the disinterested Directors determine that the interested Director has, in fact, failed to disclose an actual or possible conflict of interest, they shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15 GISA follows a compensation philosophy which is to provide compensation that is fair, reasonable, and consistent with compensation paid in the non-profit sector for positions of comparable complexity and responsibility. The goal is to recruit and retain high-performing employees and to motivate, recognize and reward excellent performance regarding contributions to the fulfillment of GISA's mission, vision and values. The Compensation Committee has been delegated such decision making power by the Board of Directors. With the assistance and recommendations of an outside, independent consultant, all compensation arrangements regarding executives and key employees of GISA are approved by the Compensation Committee which is composed entirely of individuals who do not have a conflict of interest with respect to the compensation arrangements. The recommendations of the outside consultant are determined by market research results based on data collected from other similar non-profit organizations and include organization based performance measures. The Compensation Committee ensures that the basis upon which such compensation recommendations and decisions made are well justified, reasonable and documented. A report of the work of the Compensation Committee is then presented to the full Board. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and annual report are available upon request. The annual report is also posted on the website. GIT Inc 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 860772824 Charitable AZ 501(c)(3) 9 Goodwill Industries of Southern Arizona Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0