2022-08-01T14:19:38-05:00 2021-12-31 721396621 CARR RIGGS & INGRAM LLC 2403 82ND STREET LUBBOCK TX 79423 990 2021-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 1030 18TH STREET NW ALBUQUERQUE NM 87104 SHAUNA KASTLE PRESIDENT & CEO 5058816401 2022-07-27 1 SHAUNA KASTLE XXX-XX-XXXX JIMMY D PENDERGRASS P00087378 8067456789 2022-07-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X SHAUNA KASTLE 1030 18TH STREET NW ALBUQUERQUE NM 87104 29477891 0 X WWW.GOODWILLNM.ORG X 1941 NM TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. 15 15 819 0 0 0 8533087 5770549 15179244 23463220 36038 16577 125657 125879 23874026 29376225 909107 1329873 0 0 12365199 13169468 0 0 0 6833506 7406083 20107812 21905424 3766214 7470801 38910605 43991609 5347572 2957775 33563033 41033834 X GOODWILLS MISSION IS TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. GOODWILL'S VISION IS THAT NEW MEXICANS WILL HAVE THE OPPORTUNITY TO IMPROVE THEIR LIVES BY UTILIZING GOODWILL'S SERVICES AND PARTNERSHIPS. GOODWILL IS ABLE TO FULFULL ITS MISSION AND VISION BY OFFERING FREE SERVICES THROUGH 10 COMPHRENSIVE PROGRAMS. 0 0 19229556 1329873 23466920 DURING 2021, GINM SERVED 14,628 INDIVIDUALS IN THESE PROGRAMS AND PLACED 1,465 OF THOSE INDIVIDUALS INTO COMMUNITY-BASED EMPLOYMENT.GINM HAS RETAIL STORES AND PROGRAM STAFF IN ALBUQUERQUE, BERNALILLO, RIO RANCHO, LOS LUNAS, SANTA FE, GALLUP, FARMINGTON, ROSWELL, CLOVIS, AND ESPANOLA, AT WHICH DONATIONS OF NEW OR GENTLY USED ITEMS ARE ACCEPTED FROM THE PUBLIC. DONATIONS ARE PROCESSED AND SOLD IN GOODWILL STORES. ITEMS NOT SOLD ARE RECYCLED. REVENUE FROM STORES AND RECYCLING OPERATIONS FUND GOODWILL PROGRAMS AND SERVICES IN ALL 33 COUNTIES OF NEW MEXICO. SPECIFIC PROGRAMS AND SERVICES PROVIDED BY GINM INCLUDE THE FOLLOWING.* GATEWAY TO WORK DESIGNED FOR EMPLOYERS. GOODWILL ASSISTS IN PROVIDING LOCAL COMPANIES WITH QUALIFIED, PRE-SCREENED CANDIDATES AT NO COST. THE BENEFITS TO THE EMPLOYER ARE: THEY CAN SOURCE QUALIFIED CANDIDATES, THEY HAVE DISCRETION OVER HIRING, THEY CAN ATTEND INTERVIEW EVENTS THAT BRING BUSINESSES AND CANDIDATES TOGETHER, AND PARTICIPATE IN GOODWILL-SPONSORED CAREER FAIRS.* GOODJOBS - DESIGNED TO HELP PEOPLE FIND LONG-TERM EMPLOYMENT IN THE COMMUNITY THAT MEETS THEIR NEEDS, ABILITIES, AND INTERESTS. PROGRAM COMPONENTS INCLUDE JOB SEARCH SKILLS, RESUME' WRITING, INTERVIEWING TECHNIQUES, EMPLOYER EXPECTATIONS, POST-EMPLOYMENT RETENTION SKILLS, AND SUPPORT.* GOODSKILLS - COMPREHENSIVE JOB READINESS TRAINING, INCLUDING HIRING ESSENTIALS (E.G., CREATING A RESUME', INTERVIEWING SKILLS, AND HOW TO APPLY FOR JOBS) AND COMPUTER BASICS (E.G., TRAINING IN MICROSOFT EXCEL AND MICROSOFT WORD).* HOMELESS VETERANS' REINTEGRATION PROGRAM - FOCUSES ON PLACING HOMELESS VETERANS IN LONG-TERM EMPLOYMENT AND PROVIDING SOCIAL SERVICES. SERVICES PROVIDED INCLUDE CLASSROOM TRAINING, JOB SEARCH ACTIVITIES, JOB PREPARATION, SUBSIDIZED TRIAL EMPLOYMENT, ON-THE-JOB TRAINING, JOB PLACEMENT, PLACEMENT FOLLOW-UP SERVICES, VOCATIONAL COUNSELING, CASE MANAGEMENT, REFERRALS, AND HOUSING ASSISTANCE.* SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM - PROVIDES LOW-INCOME SENIORS 55+ WITH WORK EXPERIENCE AND TRAINING TO ASSIST THEM IN SECURING PERMANENT COMMUNITY-BASED EMPLOYMENT. IN ADDITION TO SUBSIDIZED TRAINING OPPORTUNITIES, THE PROGRAM PROVIDES JOB DEVELOPMENT AND PLACEMENT, JOB CLUBS, POST-PLACEMENT SUPPORT, DIRECT SERVICES TO EMPLOYERS, AND REFERRALS.* SUPPORTIVE SERVICES FOR VETERAN FAMILIES - HELPS STABILIZE HOUSING FOR VERY-LOW-INCOME VETERANS AND THEIR FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. UNDER THIS PROGRAM, GINM ASSISTS WITH MOVE-IN COSTS, RENT AND PAST DUE RENT, SECURITY DEPOSITS, MOVING/STORAGE, UTILITIES AND PAST DUE UTILITIES, UTILITY DEPOSITS, CHILDCARE, EMERGENCY SUPPLIES, CASE MANAGEMENT, COMMUNITY REFERRALS, ASSISTANCE WITH VA AND OTHER PUBLIC BENEFITS.* TRIALWORKS - TEMPORARY, PAID TRAINING IN RETAIL SKILLS AND GREEN SKILLS (FORKLIFT OPERATIONS, MATERIALS PROCESSING AND RETAIL). PARTICIPANTS ARE LIMITED TO VETERANS ENROLLED IN OUR VETERANS FAMILY SERVICES PROGRAM. THIS PROGRAM PROVIDES JOB DEVELOPMENT, EDUCATION AND TRAINING, AND JOB READINESS SKILLS.* VETERAN FAMILY SERVICES - A PROGRAM SPECIFIC TO VETERANS AND THEIR FAMILY MEMBERS THAT ASSIST THEM IN SECURING LONG-TERM COMMUNITY-BASED EMPLOYMENT WHILE PROVIDING COMPREHENSIVE CASE MANAGEMENT SERVICES. PARTICIPANTS WHO ENTER THE VETERAN FAMILY SERVICES PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A JOB DEVELOPER. THEY WORK WITH THEIR JOB DEVELOPER TO DISCOVER WHICH PATH THEY WOULD LIKE TO TAKE AND WHAT FIELD OF WORK THEY WOULD LIKE TO JOIN. FROM THERE, THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL, INCLUDING GOODJOBS, GOODSKILLS, AND TRIALWORKS.* PA TRAINING - PROVIDES A TWO-DAY INTENSIVE INTRODUCTION INTO PA PRODUCTION WORK. THE CLASS IS TAUGHT BY LOCAL ASSISTANT DIRECTORS WORKING ON NEW MEXICAN PRODUCTIONS. GRADUATES OF THE PROGRAM HAVE THE SKILLS NECESSARY TO BEGIN WORK ON A PRODUCTION IMMEDIATELY. 19229556 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 160 0 1 819 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X THOMAS DOWNEY 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 MARK PIKE IMMEDIATE PAST CHAIRPERSON 1.00 X 0 0 0 CHRIS CLEPPER CHAIRPERSON 1.00 X 0 0 0 JOHN BRISCOE MEMBER 1.00 X 0 0 0 LINDA DAVIS MEMBER 1.00 X 0 0 0 SHAUNA KASTLE PRESIDENT/CEO 40.00 X X 190410 0 0 MOLLY CALVANI BUTKUS SECRETARY 1.00 X 0 0 0 BRIAN MCMATH FIRST VICE CHAIRPERSON 1.00 X 0 0 0 BILL FOCKE TREASURER 1.00 X 0 0 0 STEPHEN INGRAM PAST CHAIRPERSON 1.00 X 0 0 0 STEVEN R BYRD PAST CHAIRPERSON 1.00 X 0 0 0 BRYAN ROSS MEMBER 1.00 X 0 0 0 THOMAS COOPER MEMBER 1.00 X 0 0 0 AMANDA GUTH MEMBER 1.00 X 0 0 0 HAZEL TULL-LEACH MEMBER 1.00 X 0 0 0 GARY HELLMER PAST CHAIRPERSON 1.00 X 0 0 0 JAMES SHERIDAN MEMBER 1.00 X 0 0 0 WILL HOGSETT CHIEF OPERATING OFFICER 40.00 X 120999 0 0 ERIC WESTLAKE CHIEF FINANCIAL OFFICER 40.00 X 37883 0 0 SARA PENN CHIEF SERVICES OFFICER 40.00 X 99858 0 0 JAMES R WOOD GENERAL LEGAL COUNSEL 40.00 X 124425 0 0 THOMAS DOWNEY CHIEF FINANCIAL OFFICER 40.00 X 91557 0 0 LEO TAFOYA CHIEF ADMINISTRATION OFFICER 40.00 X 45512 0 0 710644 0 0 3 0 1 0 PP INVESTMENTS LTDCO PO BOX 2064 CORRALES NM 87048 RENTAL/ LANDLORD 249277 REPOSADO LLC 1503 CENTRAL AVE NW SUITE 101 ALBUQUERQUE NM 87104 RENTAL/ LANDLORD 228029 OLD VINE-THEO LLC 1459 SOUTH PEARL STREET DENVER CO 80210 RENTAL/ LANDLORD 196105 SANDIA VISTA LLC 5951 JEFFERSON ST NE SUITE A ALBUQUERQUE NM 87109 RENTAL/ LANDLORD 175656 I & J INVESTMENTS LLC 6106 JEFFERSON STE A-2 ALBUQUERQUE NM 87109 RENTAL/ LANDLORD 169581 5 795 3444989 2324765 5770549 RETAIL SALES 452000 19524037 19524037 SECONDARY MARKET 453310 3392029 3392029 SERVICES 561300 544980 544980 OTHER SALES REVENUE 453310 2174 2174 23463220 12877 12877 125879 0 125879 125879 125879 105366 101666 3700 3700 3700 29376225 23466920 0 138756 1329873 1329873 710644 105169 605475 10784602 10029665 754937 485778 397367 88411 1188444 1064223 124221 145280 2463 142817 162915 32583 130332 443024 350755 92269 2334686 2326277 8409 321423 296749 24674 3554 3554 63163 5043 58120 1527547 1215610 311937 255302 223626 31676 SUPPLIES 1082697 1055043 27654 EQUIPMENT RENTAL/MAINTE 471935 471935 BANK SERVICE CHARGES 313787 272055 41732 RENTAL & MAINTENANCE OF 104318 104318 176452 47566 128886 21905424 19229556 2675868 0 16667025 22948964 1473046 962228 527307 415167 70541 63417 0 1881471 2040717 292536 334864 34392548 17408501 17959479 16984047 23518 11386 15682 230819 38910605 43991609 1179326 1131431 46536 15038 4081572 1650887 40138 160419 5347572 2957775 X 33563033 41033834 33563033 41033834 38910605 43991609 7470801 0 X X 0 1 X 1 1 1 X 3078209 2927829 3414305 8421422 5770549 23612314 3078209 2927829 3414305 8421422 5770549 23612314 23612314 145152 170635 209670 166671 142454 834582 24446896 95799145 0.96590 0.96090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4898329 4898329 22850448 12047435 10803013 5445930 4383799 1062131 1197841 977267 220574 16984047 OTHER LIABILITIES(DETAIL)-990 160419 160419 X 29376225 0 29376225 0 29376225 21905424 0 21905424 0 21905424 PART X, LINE 2: GOODWILL UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELYTHANNOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2021 AND 2020, GOODWILL HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SPECIAL ASSISTANCE 0 0 0 FMV UTILITIES/CLOTHING/MEDICAL/FURNISHINGS RENTAL ASSISTANCE 0 0 0 FMV RENTS PART I, LINE 2: GRANTS ARE PROVIDED TO INDIVIDUALS PRIMARILY ELIGIBLE UNDER THE SSVF FEDERAL PROGRAM, BUT IN LIMITED CASES, MAY BE PROVIDED UNDER OTHER PROGRAMS. ELIGIBILITY IS DETERMINED BY THE CASE MANAGER AND MUST FOLLOW THE FULL APPROVAL PROCESS TYPICAL FOR ALL GENERAL DISBURSEMENTS WITH MULTIPLE LEVELS OF SIGNOFF AND APPROPRIATE SEGREGATION OF DUTIES. X X X X X 0 0 0 0 0 0 0 0 0 SHAUNA KASTLE PRESIDENT/CEO 180274 0 0 0 10136 0 0 0 0 0 190410 0 0 0 X SEE PART II NOTE X 1 COMPARABLE SALES 0 0 0 PART I, LINE 33: GOODWILL INDUSTRIES OF NEW MEXICO (GINM) RECEIVES GENEROUS DONATIONS OF CLOTHES, FURNITURE AND OTHER HOUSEHOLD ITEMS FROM THE PUBLIC. THESE ITEMS ARE SOLD IN RETAIL STORES, THE CLEARANCE CORNER AND GOODBUYS LOCATIONS. DONATIONS THAT ARE NOT SOLD OR THAT ARE NOT FIT FOR SALE ARE RECYCLED AS THIS PROVIDES THE GREATEST DOLLAR VALUE TO BE EXTRACTED WHILE PROVIDING TRAINING OPPORTUNITIES AND THE ABILITY FOR THE ORGANIZATION TO BE ENVIRONMENTALLY RESPONSIBLE. GINM DOES NOT RECORD THE REVENUE WHEN THE DONATIONS ARE RECEIVED - INSTEAD IT RECORDS REVENUES AS THE GOODS ARE SOLD OR RECYCLED. THESE REVENUES ARE REPORTED AS PROGRAM SERVICE REVENUES AND NOT AS NON-CASH CONTRIBUTIONS REVENUE IN PART VIII, LINE 1G OF FORM 990. GINM REPORTS THESE REVENUES IN THIS MANNER BECAUSE IT BELIEVES THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONATED ITEMS TO FULFILL ITS MISSION OF PROVIDING SKILL TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES TO NEW MEXICANS. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AS PROGRAM REVENUE AT THE TIME OF SALE IN THE STATEMENT OF REVENUES AND NOT AS NON-CASH DONATION REVENUE. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO PERFORM A PRELIMINARY REVIEW OF THE FORM 990 THEN THE FINAL DRAFT IS PRESENTED AND REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO WILL RECOMMEND ITS APPROVAL TO THE BOARD OF DIRECTORS. THE TAX RETURN IS THEN PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. BOARD MEMBERS RECEIVED THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO SIGN ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT CONFLICT OF INTEREST EXISTS, THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A WRITTEN COMPENSATION POLICY. THE POLICY REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, PERFORMANCE EVALUATION AND ONLINE NON-PROFIT COMPENSATION SURVEYS IN DETERMINING COMPENSATION. THE ORGANIZATION HAS A CORPORATE COMPLIANCE LIASON THAT REPORTS FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS UNDER THE AFOREMENTIONED POLICY. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AS WELL AS THE CEO'S PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. THE SALARIES OF THE OTHER OFFICERS ARE SET BY THE CEO PURSUANT TO THE AUTHORITY GRANTED TO THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATON PROVIDES THE FINANCIAL STATEMENTS AND THE PUBLIC INSPECTION COPY OF FORM 990 TO THE NM ATTORNEY GENERAL'S CHARITABLE ORGANIZATION DIVISION. GINM ALSO MAKES THE FORM 990, THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.