2022-06-23T10:13:09-07:00 2021-09-30 911194016 GOODWILL OF THE OLYMPICS AND RAINIER REGION 714 S 27TH ST TACOMA WA 98409 990 2020-10-01 910573106 Goodwill of the Olympics and Rainier Region GOOD 2535736500 714 S 27th Street Tacoma WA 98409 Anne Porter CFO 2022-06-23 true Anne Porter 999009999 Jennifer Becker Harris P00183358 4254544919 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Lori Forte Harnick 714 S 27th Street Tacoma WA 984098193 103210090 false X www.goodwillwa.org X 1922 WA Goodwill of the Olympics and Rainier Region is committed to dismantling racism and advancing equity, diversity, and inclusion so that we can help people reach their fullest potential through education, job placement, and career pathway services. We do our work with great gratitude for the community donations, purchases, and partnerships that make our mission possible. 23 23 2324 138 0 2028195 9942034 58239584 81544953 744523 715651 678314 705306 61690616 92907944 497942 5186956 0 37706525 44126057 0 351748 28723992 30324962 66928459 79637975 -5237843 13269969 76084519 86847447 32198044 29748955 43886475 57098492 X Goodwill of the Olympics and Rainier Region is committed to dismantling racism and advancing equity, diversity, and inclusion so that we can help people reach their fullest potential through education, job placement, and career pathway services. We do our work with great gratitude for the community donations, purchases, and partnerships that make our mission possible. true false 65182385 72784795 Retail, Salvage, Donations and Production Training Centers - Employed 1,161 people. Goodwill operates 34 thrift stores in 9 Washington counties. Over 3.45 million shoppers continued to embrace Goodwill's wide selection and value pricing. By growing retail operations, Goodwill creates more jobs and funds more job training, responding to the increasing need in the communities we serve. Goodwill retail stores provide jobs and training opportunities in addition to generating funds for job training programs. From collection points at stores and Attended Donation Stations, goods need to be sorted, priced, and displayed. Work training opportunities abound in our training centers allowing ample opportunity for people with significant disabilities or disadvantages to move into the work force. Strict quality standards guide the selection of items not suitable for sale in the retail stores. Goodwill strives to recycle donated items not suitable for sale in the retail stores. Donations are the foundation of Goodwill's ability to provide services. Thoughtful giving supports strong retail sales which in turn helps people receive training and go to work. 10851324 5186956 8760158 Workforce Development Training Centers - employed 492 people. Over ninety percent of revenues are returned to jobs and job training programs for people who have disabilities or disadvantages. Workforce serviced an unduplicated 5,946 participants. Programs range from financial literacy skills training,employment coaching and financial counseling, warehouse & logistics skills training, computer training for people with disabilities, and training on job search skills, and work behavior readiness. Placement (285 job placements provided) includes supported employment for people with developmental disabilities, employment placement programs include people with disabilities as well as people entering the workforce with other barriers such as welfare history and lack of work skills or behavior. Youth at Risk provided programs in construction trade, GED training, youth recovery corps and other summer programs. GORR graduates who are pursuing other education and training 183 individuals. Senior mature workers provided training in office and other skills. Veterans' services and training are provided to those who have served. The Emergency Rental Assistance Program (ERAP) strongly aligns with our mission to help people to reach their fullest potential with the support of education, career services, partnerships, and resource navigation. Housing is a necessary ingredient in being employed and self-sufficient: this economic relief is a critical piece to help struggling households maintain and also move toward long term improvement in employment and stability. Goodwills vocational and employment services, now coupled with rental relief, brings together a unique blend of immediate support and income for highly vulnerable households combined with relevant career resources and long term engagement that can move people out of poverty and onto a self-sufficient pathway. 76033709 true true false true false false false false false true true false false false true false true false false false false false false false false false false false true true true false false false false false false false false false false true false false false false false false false false true X 186 0 false 2324 true false false false false false false false 0 false false false true false false false X 23 23 false false false false false false false true true false false true true true true true true true true false WA X Anne Porter 2535736500 714 S 27th Street Tacoma WA 984098193 X Lori Forte Harnick President & CEO 50.00 0.00 X 324463 0 41383 Greg Medlyn Sr VP of Retail & Oper. 50.00 0.00 193540 0 13946 Keith Hall Gen. Coun. & CPO 50.00 0.00 183515 0 13957 Anne Porter CFO 50.00 0.00 X 173735 0 3520 Eu-Wanda Eagans SR VP Work.& Dev. 50.00 0.00 157258 0 10339 Chris Politakis Chief Dev. Officer 50.00 0.00 145264 0 13014 Ken Gibbon Finance & Cont. 50.00 0.00 141398 0 12755 Victor Mitre VP Fundraising 50.00 0.00 145134 0 7579 Colette Taylor Chairman 2.00 0.00 X X 0 0 0 Charelle Foege Secretary 2.00 0.00 X X 0 0 0 Rory Connally Treasurer 2.00 0.00 X X 0 0 0 Paige Abbott Director 2.00 0.00 X 0 0 0 Christopher Algeo Director 2.00 0.00 X 0 0 0 Tony Bowie Director 2.00 0.00 X 0 0 0 Barbara Mitchell Briner Director 2.00 0.00 X 0 0 0 Susan Brinkman Director 2.00 0.00 X 0 0 0 Jahmad Canley Director 2.00 0.00 X 0 0 0 Lisa Cook Director 2.00 0.00 X 0 0 0 Daniel Glover Director 2.00 0.00 X 0 0 0 Shannon Govia Director 2.00 0.00 X 0 0 0 Jason Hall Director 2.00 0.00 X 0 0 0 Zenovia Harris Director 2.00 0.00 X 0 0 0 Terry Jones Director 2.00 0.00 X 0 0 0 Jacqueline Justice Director 2.00 0.00 X 0 0 0 Karen Koch Director 2.00 0.00 X 0 0 0 Bev Losey Director 2.00 0.00 X 0 0 0 Ali Modarres Director 2.00 0.00 X 0 0 0 Carlyn Roy Director 2.00 0.00 X 0 0 0 Collette Stewart Director 2.00 0.00 X 0 0 0 Andy Stolz Director 2.00 0.00 X 0 0 0 Spencer Wiggins Director 2.00 0.00 X 0 0 0 1464307 116493 14 false true false Vantiv Integrated Payments 8500 Governors Hill Dr Summes OH 45249 Merchant Service Fee 638094 City of Tacoma Dump Charges PO BOX 24065 Tacoma WA 98124 Dump charges 295231 Automatic Data Processing PO BOX 742875 Boston MA 022842875 Payroll Processing 265137 True North 1625 E 72nd Avenue Ste 700 344 Tacoma WA 98404 Security Services 192421 Thurco 2420 Hogum Bay Rd NE Lacey WA 98516 Dump Charges 169618 8 X 2189 8754827 1185018 25285 9942034 Retail and Salvage 453310 72784795 72784795 Workforce Development 624310 8760158 8760158 81544953 354425 354425 0 18000 18000 1057823 499578 558245 558245 558245 8948947 1214847 8919215 883353 29732 331494 361226 361226 0 0 0 Management Fees 541610 85000 85000 Miscellaneous 900099 22243 22243 Refunds & Rebates 900099 20372 20372 1446 1446 129061 92907944 81629953 1335957 0 5186956 5186956 0 0 847454 800601 41386 5467 0 37034204 35197417 1597822 238965 133926 90546 40359 3021 2542852 2412096 114356 16400 3567621 3389258 155377 22986 0 6922 6922 68767 68767 9549 9549 0 48689 48689 1639812 1052912 563442 23458 96761 83660 4367 8734 3759830 3661857 80831 17142 1031014 1015455 8763 6796 0 12795630 12696400 99223 7 1222935 1212827 10106 2 0 5278 2748 2280 250 42 42 178398 144703 30657 3038 3823801 3521038 297531 5232 85353 50716 34637 Retail Items For Sale 3636566 3636566 Dump Fees 1061091 1061091 Miscellaneous 457336 449665 7421 250 Repairs and Maintenance 397188 367197 29991 0 79637975 76033709 3252518 351748 7421169 17526496 1424869 1003034 745000 581123 1451007 1949656 0 0 0 811362 1079124 1500238 1813661 87252355 40086004 49321545 47166351 13226815 15542198 0 0 0 182514 185804 76084519 86847447 9961855 8919077 26023 55448 18313270 17393905 2960833 2804097 936063 576428 32198044 29748955 X 42308536 55717706 1577939 1380786 43886475 57098492 76084519 86847447 X 13269969 -417587 359635 X false true X true true true X 1767178 2496853 1598700 2028195 9942034 17832960 0 0 1767178 2496853 1598700 2028195 9942034 17832960 559675 17273285 1042969 1257890 1517959 1566567 1430248 6815633 0 15198 28091 34577 37190 44061 159117 24807710 377335993 0.69630 0.52280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 9549 9549 80079315 80088864 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 10320 10347 9924 9549 40140 250000 250000 250000 250000 1000000 1500000 129306 22143 151449 128187 1119 129306 128187 128187 128187 128187 123187 5000 128187 1.00000 false false false 7778551 7778551 42416600 16150572 26266028 14645561 8347494 6298067 20758972 14517849 6241123 1652671 1070089 582582 47166351 Interest Rate Swap Contracts 576428 576428 93076294 -417587 359635 -57952 93134246 -226302 -226302 92907944 79864277 499578 499578 79364699 48689 224587 273276 79637975 Part V, Line 4: Intended uses of the endowment fund. Funds are to be maintained permanently per donor-imposed stipulations. Funds shall use a spending rate calculation to determine the amount of all or part of the income earned on related investments for general or specific purposes. Funds shall retain sufficient income to offset the long term effects of inflation. Total income shall be reduced by an average rate of inflation in determining amounts available for grants and other distributions. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Unrealized Gain/Loss SWAP $359635 Part XII, Line 2d: Other expenses and losses per audited F/S Rental Expenses $499578 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S COVID-19 Expenses $224587 true 0 0 Client Transportation 85 4667 Cost Client Transportation Food, Supplies, Clothing, and Shelter 772 94270 Cost Food, Supplies, Clothing, and Shelter Client Training 252 37189 Cost Client Training Covid Emergency Rental Assistance 1025 5050830 Cost Covid Emergency Rental Assistance Grantmaker's Description of How Grants are Used Goodwill of the Olympics and Rainier Region receives restricted grants for programs and for grant gifts for clients that are disadvantaged and yet not eligible for government supported programs. Annually Goodwill of the Olympics and Rainier Region reviews the funding available for grants and the nature and types that are provided. When the funding available is determined, case workers assess the assistance needs of program clients and submit a request for grant support which is approved or denied by the program manager. The use of funds is reported to the Goodwill of the Olympics and Rainier Region Board monthly on the financial statements. The Emergency Rental Assistance Program (ERAP) strongly aligns with our mission to help people to reach their fullest potential with the support of education, career services, partnerships, and resource navigation.Housing is a necessary ingredient in being employed and self-sufficient: this economic relief is a critical piece to help struggling households maintain and also move toward long term improvement in employment and stability. Goodwills vocational and employment services, now coupled with rental relief, brings together a unique blend of immediate support and income for highly vulnerable households combined with relevant career resources and long term engagement that can move people out of poverty and onto a self-sufficient pathway.For Subrecipient grants: Grants are prepared, reviewed, submitted, and signed by the subrecipient grantee and Goodwill of the Olympics and Rainier Region. The grant agreement discloses the requirements of the grant. Billings for allowable expenses are submitted monthly by the subrecipient grantee. The billings are reviewed for qualification. Allowable expenses are paid to the subrecipient grantee. The total grant distributions are monitored on a monthly basis. Site visits by Goodwill of the Olympics and Rainier Region are performed in order to audit program and fiscal adherence. X X X X X false false false false false false false true false Anne Porter CFO 164115 6662 2958 2500 1020 177255 Chris Politakis Chief Dev. Officer 136597 8667 7500 5514 158278 Eu-Wanda Eagans SR VP Work.& Dev. 154462 2796 5000 5339 167597 Greg Medlyn Sr VP of Retail & Oper. 173769 7054 12717 7500 6446 207486 Keith Hall Gen. Coun. & CPO 178596 4919 7500 6457 197472 Ken Gibbon Finance & Cont. 135000 6398 7500 5255 154153 Lori Forte Harnick President & CEO 241877 53000 29586 17000 24383 365846 Victor Mitre VP Fundraising 145134 2500 5079 152713 Part I, Line 7: Non-Fixed payments not listed above Lori Forte Harnick, CEO, received a non-fixed performance bonus during the year, as approved by the board of directors. Other employees received a non-fixed performance bonus during the year as approved by the Chief Executive Officer. Part III, Additional Information A portion of the compensation for Lori Forte Harnick and Anne Porter is allocable to Goodwill Contracting Services (GCS), an unrelated organization, for their service as officers of GCS, per the management agreement between the two organizations. The amounts are $3,245 and $2,606 included in the Form W-2 issued by Goodwill of the Olympics and Rainier Region and reported on the Form 990 Part VII. A Washington Economic Development Finance Authority 911493002 2010-06-30 25812000 Refinancing Headquarters false false false A 8418095 25812000 156414 25655586 2009 true false true true A false false false false false false true A false true true true Bank of America 7.0000 false false false false true A true Part VI Part III lines 4,5,& 6 equal 0%.Part IV 2C: There were no gross proceeds available for investing, therefore, no arbitrage rebate computation was necessary. X X 17 25285 Selling price 1 false true true Part I, Line 32, Hire and Use of Third Parties Vehicles and boats contributed to organization are collected by a third-party vendor and sold with the vendor collecting their fees out of the sale proceeds. Amounts reported for contributions reflect the selling price of each item. All fees are charged to expense. Part I, Line 33, Revenues Not Reported Goodwill of the Olympics and Rainier Region does not assign a value to donations of thrift items received, in accordance with generally accepted accounting principles. If Goodwill of the Olympics would have recorded the value of those donations on an annual basis, the estimated value of those donations would be approximately $35.95 million (net of cost of collecting and processing donated goods which was approximately $30.29 million). Form 990, Part III, Line 2: New Services The Emergency Rental Assistance Program (ERAP) strongly aligns with our mission to help people to reach their fullest potential with the support of education, career services, partnerships, and resource navigation. Housing is a necessary ingredient in being employed and self-sufficient: this economic relief is a critical piece to help struggling households maintain and also move toward long term improvement in employment and stability. Goodwills vocational and employment services, now coupled with rental relief, brings together a unique blend of immediate support and income for highly vulnerable households combined with relevant career resources and long term engagement that can move people out of poverty and onto a self-sufficient pathway. Form 990, Part VI, Line 11b: Form 990 Review Process The Board of Directors delegates the detailed review of the Form 990 to the Finance/Audit Committee. The Finance/Audit Committee reviews and approves the Form 990 before it is filed with the IRS. A copy is provided to the full Board of Directors prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Board of Directors, CEO, and Senior Management Team annually complete and sign a conflict of interest statement of disclosure. The statement includes an acknowledgement that they have a duty to report a conflict of interest if one arises later in the year. Statements are reviewed by management to determine if any conflicts exist. If a conflict of interest is identified prior to decisions made by Board, Committees, CEO, and management staff, the person involved in the conflict of interest would be excluded from discussion and decisions regarding the conflict of interest item. If a conflict of interest is identified after a transaction has occurred, the conflict of interest item would be referred to the Board (for Board matters) or CEO and CFO (for management matters) for review and determination of corrective action. On a daily basis, the Accounting and Purchasing departments review transactions for potential conflicts of interest. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Annually, the Compensation Committee, handled by the Executive Committee of the Board, uses outside compensation studies to develop the compensation package for the CEO. Every third year, an independent compensation consulting firm is also used. The Compensation Committee documents their decision which is signed by the Board Chair.Annually, the Board and CEO use outside compensation studies to develop the compensation packages for the Senior Management Team. Every third year, an independent compensation consultant is also used. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, policies, and financial statements are made available to the public upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Unrealized gain/loss SWAP = $359635 Form 990, Part I, Line 6 Goodwill of the Olympics and Rainier Region had approximately 138 volunteers (3,905 hours) who volunteered time in the following ways: Retail Stores, Workforce Development Programs, Board of Directors and Business Services Advisory Board members. Form 990, Part V Line 3b There is no unrelated income therefore 990-T Exempt Organization Business Income Tax Return was not completed. Form 990, Part VI Line 15 Last compensation review and study was performed in December 2021. Form 990, Part VII A portion of the compensation for Lori Forte Harnick and Anne Porter is allocable to Goodwill Contracting Services (GCS), an unrelated organization, for their service as officers of GCS. The amounts are $3,245 and $2,606 respectively. The compensation amounts reported on the Form 990 for GCS are included in the Form W-2 issued by Goodwill of the Olympics and Rainier Region and reported on Form 990 Part VII. Form 990, Part VIII, Line 1g Total Gifts in Kind totaled $25,285. Of this amount, the cars sold on auction totaled $25,285. Goodwill of the Olympics and Rainier Region does not assign a value to donations of items received for resale.