GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC (EIN 39-0808491)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-09
- IRS object ID
- 202231609349301363
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-09T14:27:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390808491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF SOUTHEASTERN | BusinessNameLine1Txt |
| Business Name Line2 | WISCONSIN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 4148474200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6055 N 91ST STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY DOCALAVICH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4148474200 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | DOCALAVICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2022-06-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6055 N 91ST STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $125,461,316 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOODWILLSEW.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES TRAINING, EMPLOYMENT & SUPPORTIVE SERVICES TO PEOPLE WITH DISABILITIES OR DISADVANTAGES | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3056 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,887,592 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,285,530 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,959,721 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,527,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,336 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $723,965 | PYOtherRevenueAmt |
| CY Other Revenue | -$86,747 | CYOtherRevenueAmt |
| PY Total Revenue | $86,694,614 | PYTotalRevenueAmt |
| CY Total Revenue | $82,804,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $971,943 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $724,861 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,428,451 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $71,310,579 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $222,222 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,664,348 | PYOtherExpensesAmt |
| CY Other Expenses | $9,385,750 | CYOtherExpensesAmt |
| PY Total Expenses | $82,064,742 | PYTotalExpensesAmt |
| CY Total Expenses | $81,421,190 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,629,872 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,383,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,443,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,592,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,781,364 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,028,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $138,662,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,563,749 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES OR (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,741,636 | ExpenseAmt |
| Revenue | $48,405,938 | RevenueAmt |
| Desc | GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. THIS PROGRAM PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES THROUGH THE ABILITYONE PROGRAM. COMPETITIVE WAGES AND BENEFITS, TRAINING, AND AN OPPORTUNITY FOR CAREER ADVANCEMENT ARE OFFERED TO THIS DIVERSE WORKFORCE, WHICH INCLUDES INDIVIDUALS WITH VISUAL IMPAIRMENT, HEARING IMPAIRMENT, DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, PHYSICAL DISABILITIES, OR MENTAL ILLNESS. IN 2021, GOODWILL GREAT LAKES SERVED MORE THAN 10.3 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS. AT THE END OF 2021, GOODWILL GREAT LAKES EMPLOYED (CONTINUED ON SCHEDULE O) MORE THAN 600 PEOPLE, OVER 400 OF WHOM WERE PEOPLE WITH SIGNIFICANT DISABILITIES. DURING THE COURSE OF 2021, GOODWILL GREAT LAKES SERVED OVER 500 INDIVIDUALS WITH DISABILITIES. PARTICIPANTS ARE NOT READY FOR COMPETITIVE EMPLOYMENT WHEN THEY ENROLL IN THE ABILITYONE PROGRAM. AT GREAT LAKES, GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES WHO MAY OTHERWISE BE DENIED THE OPPORTUNITY TO WORK. THROUGH THE ABILITYONE PROGRAM, PEOPLE WHO MAY HAVE BEEN DEPENDENT UPON PUBLIC ASSISTANCE MOVE TOWARD FINANCIAL INDEPENDENCE. GOODWILL PROVIDES SUPPORT TO THIS WORKFORCE THROUGH ACCOMMODATIONS AND TRAINING.GOODWILL'S EXPERIENCE IN REHABILITATION ENABLES THE ORGANIZATION TO PROVIDE APPROPRIATE ACCOMMODATIONS TO ENSURE THAT INDIVIDUALS WITH SIGNIFICANT DISABILITIES ARE ABLE TO PERFORM THEIR ASSIGNED JOB FUNCTIONS. SOME EXAMPLES OF ACCOMMODATIONS ARE CHANGES IN WORK SCHEDULE OR JOB FUNCTION TO ACCOMMODATE DISABILITY-RELATED ISSUES, INTERPRETERS FOR PEOPLE WITH HEARING IMPAIRMENT, AND MOBILITY TRAINING FOR PEOPLE WITH VISUAL IMPAIRMENT OR PHYSICAL DISABILITIES. DURING 2021, GOODWILL GREAT LAKES WORKED IN COLLABORATION WITH MORE THAN 20 COMMUNITY REHABILITATION AND REFERRAL AGENCIES.GOODWILL ALSO SUPPORTS ITS WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE COMPANY. THIS SUPPORT TAKES THE FORM OF WORKSHOPS, ON-THE-JOB TECHNICAL TRAINING, ONE-ON-ONE COUNSELING/COACHING SESSIONS, CAREER DEVELOPMENT AND PLACEMENT ACTIVITIES, AND REFERRAL TO COMMUNITY RESOURCES. TRAINING TOPICS INCLUDE JOB RETENTION SKILLS AND LIFE SKILLS, SUCH AS EMPLOYER EXPECTATIONS, CUSTOMER SERVICE, ATTENDANCE, APPEARANCE, HYGIENE, COMMUNICATION, ATTITUDE, TEAMWORK, TIME/ANGER/STRESS MANAGEMENT, FINANCIAL MANAGEMENT, AND SELF-EMPOWERMENT. IN ADDITION TO INTERNAL TRAINING PROGRAMS, GOODWILL OFFERS TUITION REIMBURSEMENT FOR COURSES TAKEN THROUGH LOCAL EDUCATIONAL INSTITUTIONS, AND CAREER ADVANCEMENT SERVICES THAT ARE AVAILABLE TO OUR PARTICIPANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,932,777 | ExpenseAmt |
| Grant | $724,861 | GrantAmt |
| Revenue | $17,001,310 | RevenueAmt |
| Desc | MISSION SERVICES GOODWILL'S MISSION SERVICES UNIT HELPS PROGRAM PARTICIPANTS PREPARE FOR SUCCESSFUL EMPLOYMENT AND ACHIEVE GREATER INDEPENDENCE BY DEVELOPING AND DELIVERING A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. GOODWILL'S MISSION SERVICES PROVIDES TRAINING, EMPLOYMENT, WORKFORCE DEVELOPMENT, AND SUPPORTIVE SERVICES IN SEVERAL COMMUNITIES IN SOUTHEASTERN WISCONSIN, INCLUDING MILWAUKEE, WAUKESHA, RACINE AND KENOSHA. DURING 2021, THE MISSION SERVICES PROGRAMS OF GOODWILL PROVIDED SERVICES TO MORE THAN 37,000 INDIVIDUALS AND PLACED PEOPLE INTO OVER 1,600 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. (CONTINUED ON SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,674,413 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3056 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HEIDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4148474200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6055 N 91ST STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JACQUELINE HALLBERG | |||||||||
| PRESIDENT & CEO | 40.00 | 12.00 | Yes (X) | $540,493 | $0 | $35,312 | |||
| JEFFREY DOCALAVICH | |||||||||
| CFO/ASSISTANT TREASURER | 40.00 | 12.00 | Yes (X) | $320,059 | $0 | $37,201 | |||
| STEVEN LOOS | |||||||||
| FORMER ASSISTANT SECRETARY | 23.00 | 17.00 | $178,025 | $127,162 | $42,685 | Yes (X) | |||
| BASIL BUCHKO | |||||||||
| ASSISTANT SECRETARY | 40.00 | 12.00 | Yes (X) | $256,222 | $0 | $34,081 | |||
| LAURA SANDERS | |||||||||
| DIRECTOR - THRU 8/2021 | 40.00 | 0.00 | $257,232 | $0 | $13,323 | Yes (X) | |||
| ANGELA ADAMS | |||||||||
| CHIEF COMM & DIVERSITY OFFICER | 40.00 | 0.00 | $235,117 | $0 | $18,901 | Yes (X) | |||
| CATHERINE WORDEN | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $230,821 | $0 | $19,052 | Yes (X) | |||
| LISA HEIDER | |||||||||
| VP - FINANCE | 40.00 | 0.00 | $190,358 | $0 | $35,294 | Yes (X) | |||
| ELIZABETH MCNALLY | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $197,425 | $0 | $23,010 | Yes (X) | |||
| TIMOTHY MATTKE | |||||||||
| CHAIR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| IRENE SUDAC | |||||||||
| VICE CHAIR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT KLUG | |||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THOMAS SAVAGE | |||||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES BORRIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JACQUELINE BOWLES | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARY DOWELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KAREN DUFFY | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN DZIEWA | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURA GOUGH | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE GREENE | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BRADLEY KALSCHEUR | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID MARCUS | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD MEEUSEN | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS RICHTMAN | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MASON ROSS | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| IKE UMUNNAH | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CARL VANDER WILT | |||||||||
| DIRECTOR | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARILYN VOLLRATH | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,405,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $127,162 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,859 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREAT LAKES RESOURCES INC | |||||
| 702 E WASHINGTON | MADISON | WI | 53701 | TEMP STAFFING AGENCY | $7,616,125 |
| ADVANCED DISPOSAL | |||||
| W144S6350 COLLEGE COURT | MUSKEGO | WI | 53150 | WASTE DISPOSAL | $1,874,062 |
| WASTE MGMT OF CENTRAL WISCONSIN | |||||
| PO BOX 4648 | CAROL STREAM | IL | 60197 | WASTE DISPOSAL | $1,509,471 |
| OTT DEVELOPMENT INC | |||||
| N27W23588 PAUL ROAD SUITE 100 | PEWAUKEE | WI | 53072 | CONSTRUCTION SERVICES | $1,103,017 |
| SILVER ROCK CONSULTING LLC | |||||
| 2470 BUCKINGHAM PLACE | BROOKFIELD | WI | 53045 | CONSULTING SERVICES | $771,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,000 | FederatedCampaignsAmt |
| Related Organizations | $5,764,543 | RelatedOrganizationsAmt |
| Government Grants | $10,357,472 | GovernmentGrantsAmt |
| All Other Contributions | $1,158,515 | AllOtherContributionsAmt |
| Total Contributions | $17,285,530 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GREAT LAKES PROGRAMS AND SERVICES | 561499 | $48,580,855 | $48,580,855 |
| PARTICIPANT PROGRAM AND SERVICES | 624100 | $16,946,700 | $16,946,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,527,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,696 | TotalRevenueColumnAmt |
| Exclusion | $62,696 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,586 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,592 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,994 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,994 | TotalRevenueColumnAmt |
| Exclusion | $25,994 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,920 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,920 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,920 | TotalRevenueColumnAmt |
| Exclusion | $15,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $42,478,853 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $42,653,770 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$174,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$174,917 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CREDIT CARD REBATE | 561000 | $49,446 | $49,446 | |
| VENDING SERVICE | 561499 | $7,566 | $7,566 | |
| MISCELLANEOUS INCOME | 900099 | $5,164 | $5,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,176 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,804,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,407,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $112,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,458 | TotalAmt |
| Program Services | $446,458 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,403 | TotalAmt |
| Program Services | $278,403 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223,368 | TotalAmt |
| Management And General | $1,194,578 | ManagementAndGeneralAmt |
| Fundraising | $28,790 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,435 | TotalAmt |
| Management And General | $220,435 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,042,035 | TotalAmt |
| Program Services | $41,259,177 | ProgramServicesAmt |
| Management And General | $12,651,628 | ManagementAndGeneralAmt |
| Fundraising | $131,230 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,819 | TotalAmt |
| Program Services | $1,096,210 | ProgramServicesAmt |
| Management And General | $608,741 | ManagementAndGeneralAmt |
| Fundraising | $8,868 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,003,469 | TotalAmt |
| Program Services | $8,802,675 | ProgramServicesAmt |
| Management And General | $1,185,008 | ManagementAndGeneralAmt |
| Fundraising | $15,786 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,107,453 | TotalAmt |
| Program Services | $3,121,752 | ProgramServicesAmt |
| Management And General | $975,895 | ManagementAndGeneralAmt |
| Fundraising | $9,806 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,823 | TotalAmt |
| Program Services | $13,612 | ProgramServicesAmt |
| Management And General | $136,211 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,708 | TotalAmt |
| Management And General | $175,708 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,608,554 | TotalAmt |
| Program Services | $9,099,418 | ProgramServicesAmt |
| Management And General | $4,485,998 | ManagementAndGeneralAmt |
| Fundraising | $23,138 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,303 | TotalAmt |
| Program Services | $256,250 | ProgramServicesAmt |
| Management And General | $1,640,053 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,816,441 | TotalAmt |
| Program Services | $3,668,265 | ProgramServicesAmt |
| Management And General | $146,743 | ManagementAndGeneralAmt |
| Fundraising | $1,433 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,802 | TotalAmt |
| Program Services | $495,025 | ProgramServicesAmt |
| Management And General | $1,587,777 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,532,349 | TotalAmt |
| Program Services | $930,159 | ProgramServicesAmt |
| Management And General | $1,599,240 | ManagementAndGeneralAmt |
| Fundraising | $2,950 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,248 | TotalAmt |
| Program Services | $1,439,995 | ProgramServicesAmt |
| Management And General | $109,232 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,667 | TotalAmt |
| Program Services | $87,858 | ProgramServicesAmt |
| Management And General | $159,609 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,542 | TotalAmt |
| Program Services | $9,177 | ProgramServicesAmt |
| Management And General | $1,128,365 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,350 | TotalAmt |
| Program Services | $269,531 | ProgramServicesAmt |
| Management And General | $1,890,819 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,442 | TotalAmt |
| Program Services | $434,191 | ProgramServicesAmt |
| Management And General | $129,251 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOCATED OCCUPANCY | -$1,765,495 | $966,257 | -$2,731,752 |
| ALLOCATED MANAGEMENT | -$18,768,984 | -$18,768,984 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,421,190 | TotalAmt |
| Program Services | $72,674,413 | ProgramServicesAmt |
| Management And General | $8,524,555 | ManagementAndGeneralAmt |
| Fundraising | $222,222 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,827,911 | BOYAmt |
| EOY | $44,621,605 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,984 | BOYAmt |
| EOY | $94,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,592,391 | BOYAmt |
| EOY | $13,287,473 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $207,500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,828 | BOYAmt |
| EOY | $850,911 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,619 | BOYAmt |
| EOY | $1,131,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $197,527,209 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,079,762 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,759,207 | BOYAmt |
| EOY | $92,447,447 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,555,640 | BOYAmt |
| EOY | $40,951,808 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,443,580 | BOYAmt |
| EOY | $193,592,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,742,863 | BOYAmt |
| EOY | $18,571,431 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,773 | BOYAmt |
| EOY | $47,998 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,935,448 | BOYAmt |
| EOY | $22,536,613 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,937,280 | BOYAmt |
| EOY | $13,872,804 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,781,364 | BOYAmt |
| EOY | $55,028,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,347,686 | BOYAmt |
| EOY | $138,188,681 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,530 | BOYAmt |
| EOY | $375,068 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,662,216 | BOYAmt |
| EOY | $138,563,749 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,443,580 | BOYAmt |
| EOY | $193,592,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,383,764 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,482,231 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,005,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,482,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,529,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,887,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,285,530 | CurrentTaxYearAmt |
| Total | $167,190,073 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,005,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,482,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,529,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,887,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,285,530 | CurrentTaxYearAmt |
| Total | $167,190,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,323,715 | SubstantialContributorsTotAmt |
| Public Support Total170 | $85,866,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $520,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $784,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $335,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,282 | CurrentTaxYearAmt |
| Total | $2,057,778 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,566 | CurrentTaxYearAmt |
| Total | $987,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $170,235,213 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $524,221,453 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2017 AMOUNT: $ 285,752. 2018 AMOUNT: $ 274,142. 2019 AMOUNT: $ 48,243. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. GAMING - 2017 AMOUNT: $ 4,271. 2018 AMOUNT: $ 5,443. 2019 AMOUNT: $ 1,245. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. CAFETERIA/VENDING INCOME - 2017 AMOUNT: $ 252,112. 2018 AMOUNT: $ 88,947. 2019 AMOUNT: $ 14,115. 2020 AMOUNT: $ 5,526. 2021 AMOUNT: $ 7,566. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,228,005 | OtherCostOrOtherBasisAmt |
| Book Value | $32,228,005 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,063,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,846,843 | DepreciationAmt |
| Book Value | $52,217,108 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,095,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,721,876 | DepreciationAmt |
| Book Value | $4,373,495 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,139,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,511,043 | DepreciationAmt |
| Book Value | $3,628,839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $92,447,447 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM GW MANUFACTURING | $26,088,895 |
| ROU ASSETS | $11,815,318 |
| DUE FROM GW-CHICAGO | $1,350,224 |
| DUE FROM GW RETAIL | $945,036 |
| 457(B) PLAN | $654,196 |
| SECURITY DEPOSIT | $98,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $40,951,808 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIG. UNDER LEASE LIABILITIES | $11,956,636 |
| ACCRUED SWAP INTEREST | $1,261,972 |
| 457(B) PLAN LIABILITY | $654,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,872,804 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $123,515,129 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $115,809 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $43,060,397 | OtherRevenueAmt |
| Revenue Not Reported | $43,176,206 | RevenueNotReportedAmt |
| Revenue Subtotal | $80,338,923 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,466,031 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,466,031 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,804,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $123,613,594 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $115,809 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $42,130,229 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,246,038 | ExpensesNotReportedAmt |
| Expenses Subtotal | $81,367,556 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $53,634 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,634 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,421,190 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | LIABILITY FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 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. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND REQUIRES ADDITIONAL DISCLOSURE. 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 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, 2021 AND 2020, 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 2018 THROUGH 2021. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2017 THROUGH 2021. GOODWILL HAD NOT HISTORICALLY FILED ANY UNRELATED BUSINESS INCOME TAX ("UBIT") RETURNS BUT FILED IN 2018 FOR FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. DUE TO TAX REFORM LEGISLATION, THE FEDERAL AND ILLINOIS UBIT RETURNS HAVE BEEN AMENDED TO OBTAIN REFUNDS OF INCOME TAX PAYMENTS MADE ON UBIT REPEALED BY LEGISLATION. THE ORGANIZATION FILED UBIT RETURNS FOR 2019 AND 2020 FOR WISCONSIN, BUT DOES NOT PLAN TO FILE SUCH RETURN FOR 2021. TAX YEARS REMAIN OPEN FOR YEARS IN WHICH A UBIT RETURN HAS NOT BEEN FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 42,653,770. COST SHARING AGREEMENT 303,328. INTERCOMPANY TEMPORARY HELP 80,316. TENANT PAYMENT OF REAL ESTATE TAXES 16,553. DISCOUNT ON VEHICLE LEASE 13,838. RENTAL EXPENSES 2,592. PRIOR YEAR PLEDGE WRITE-OFF -10,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | IMPAIRMENT LOSS 2,412,397. 457B INVESTMENT 53,634. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 42,653,770. INTERCOMPANY ALLOCATION 144,947. COST SHARING AGREEMENT 303,326. INTERCOMPANY TEMPORARY HELP 80,316. TENANT PAYMENT OF REAL ESTATE TAXES 16,553. DISCOUNT ON VEHICLE LEASE 13,838. RENTAL EXPENSES 2,592. UNREALIZED SWAP INTEREST -1,085,113. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | 457B INVESTMENT 53,634. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6055 N 91ST STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 364455490 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $446,458 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GRANT - SEE FORM 990 | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MERCHANDISE VOUCHERS | 11101 | $0 | $277,526 | FMV | MERCHANDISE VOUCHER |
| JOB SEEKING MATERIALS | 7 | $0 | $877 | FMV | MISCELLANEOUS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. GOODWILL PROVIDES ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING HARDSHIP EITHER DIRECTLY OR THROUGH OTHER SOCIAL SERVICE AGENCIES. GOODWILL AND AGENCY REPRESENTATIVES DISTRIBUTE MERCHANDISE VOUCHERS THAT MAY BE REDEEMED FOR CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION, MEALS, AND JOB-SEEKING SUPPORT FROM GOODWILL STORES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACQUELINE HALLBERG | ||||||||||||||
| PRESIDENT & CEO | $530,168 | $0 | $0 | $0 | $10,325 | $0 | $22,450 | $0 | $12,862 | $0 | $575,805 | $0 | $0 | $0 |
| JEFFREY DOCALAVICH | ||||||||||||||
| CFO/ASSISTANT TREASURER | $318,985 | $0 | $100 | $0 | $974 | $0 | $22,450 | $0 | $14,751 | $0 | $357,260 | $0 | $0 | $0 |
| STEVEN LOOS | ||||||||||||||
| FORMER ASSISTANT SECRETARY | $176,866 | $126,333 | $0 | $0 | $1,159 | $829 | $13,096 | $9,354 | $11,804 | $8,431 | $202,925 | $144,947 | $0 | $0 |
| BASIL BUCHKO | ||||||||||||||
| ASSISTANT SECRETARY | $255,508 | $0 | $100 | $0 | $614 | $0 | $13,846 | $0 | $20,235 | $0 | $290,303 | $0 | $0 | $0 |
| LAURA SANDERS | ||||||||||||||
| DIRECTOR - THRU 8/2021 | $85,072 | $0 | $0 | $0 | $172,160 | $0 | $8,326 | $0 | $4,997 | $0 | $270,555 | $0 | $0 | $0 |
| ANGELA ADAMS | ||||||||||||||
| CHIEF COMM & DIVERSITY OFFICER | $234,549 | $0 | $100 | $0 | $468 | $0 | $17,956 | $0 | $945 | $0 | $254,018 | $0 | $0 | $0 |
| CATHERINE WORDEN | ||||||||||||||
| VICE PRESIDENT | $211,733 | $0 | $17,100 | $0 | $1,988 | $0 | $17,560 | $0 | $1,492 | $0 | $249,873 | $0 | $0 | $0 |
| LISA HEIDER | ||||||||||||||
| VP - FINANCE | $189,306 | $0 | $100 | $0 | $952 | $0 | $15,068 | $0 | $20,226 | $0 | $225,652 | $0 | $0 | $0 |
| ELIZABETH MCNALLY | ||||||||||||||
| VICE PRESIDENT | $196,713 | $0 | $100 | $0 | $612 | $0 | $15,272 | $0 | $7,738 | $0 | $220,435 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A: | FormAndLineReferenceDesc |
| Explanation | SEVERANCE PAYMENT AN INDIVIDUAL LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2021. DUE TO A CONFIDENTIALITY AGREEMENT, NEITHER THE NAME NOR THE AMOUNT WILL BE LISTED. IT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINES 5A - B AND 6A - B LEADERSHIP INCENTIVE PLAN GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO MOTIVATE EXECUTIVES TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE THE FINANCIAL SECURITY AND STABILITY OF THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | ||||||||
| A | 391337855 | NONEAVAIL | 2012-12-20 | $13,500,000 | LAND AND BUILDING EXPANSION | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | ||||||||
| B | 391337855 | NONEAVAIL | 2018-11-01 | $15,217,000 | REFUNDING OF 2014C ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,020,000 | $13,500,000 | $106,000 | $9,489,000 | $3,905,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $2,005,000 | $15,217,000 | $15,217,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN F | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF PURPOSE DURING 2012, THE FILING ORGANIZATION ISSUED A NEW BOND TO PARTIALLY REFUND A 2002 BOND. DURING 2018, THE FILING ORGANIZATION TERMINATED THEIR SWAPS RELATED TO THE 2012 BONDS AND REISSUED ONE NEW SWAP. ON NOVEMBER 1, 2018, AS A RESULT OF CERTAIN TERMS OF THE BOND, GROSS PROCEEDS OF THE 2014C BONDS WERE DEPOSITED AND REISSUED PURSUANT TO TREASURY REGULATIONS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH MCNALLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY OF DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $220,435 | TransactionAmt |
| Transaction | ENTITY PAID WAGES | TransactionDesc |
| Sharing Of Revenues | Yes (1) | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSTHE ABOVE BUSINESS TRANSACTION INVOLVING AN INTERESTED PERSON IS PROVIDED TO GOODWILL AT OR BELOW FAIR VALUE AND IS IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THIS TRANSACTION WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSON WAS EXCLUDED FROM THE DECISION MAKING PROCESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | DISADVANTAGES INCLUDE PHYSICAL OR INTELLECTUAL DISABILITIES, MENTAL HEALTH ISSUES, SKILL LIMITATIONS, CRIMINAL BACKGROUND, LACK OF EDUCATION AND JOB PREPARATION, COMMUNICATION CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. GOODWILL PURSUES ITS MISSION IN TWO WAYS. THE FIRST IS BY EMPLOYING PEOPLE WITH DISABILITIES AND DISADVANTAGES WITHIN THE ORGANIZATION'S OWN OPERATIONS IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT, EMPLOYMENT SERVICES, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES OR DISADVANTAGES OR HAVE OTHER SPECIAL NEEDS, IN ORDER TO ENHANCE THEIR EMPLOYMENT OPPORTUNITIES, PREVENT OR ALLEVIATE REHABILITATION PROBLEMS, AND FACILITATE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMUNITY. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., WAS FORMED IN 1919 AND IS A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH 501(C)(3) STATUS. IT IS THE SOLE CORPORATE MEMBER OF FOUR OTHER NOT-FOR-PROFIT ENTITIES: GOODWILL RETAIL SERVICES, INC.; GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC.; GOODWILL MANUFACTURING, INC.; AND GOODWILL TALENTBRIDGE, LLC. EACH OF THE CORPORATIONS FILES A SEPARATE FORM 990; THE LIMITED LIABILITY COMPANY REPORTS ITS INCOME AND EXPENSES ON GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.'S FORM 990. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN AND ITS AFFILIATED CORPORATIONS COMPOSE ONE OF THE LARGEST OF MORE THAN 150 INDEPENDENT GOODWILL ORGANIZATIONS IN NORTH AMERICA. THE COMBINED SOUTHEASTERN WISCONSIN GOODWILL ENTITIES OFFER PROGRAMS AND SERVICES AT NEARLY 90 LOCATIONS AND SERVED OVER 42,000 PEOPLE IN 2021. 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 WHO WERE LABELED UNEMPLOYABLE. 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 OPERATES STORE AND DONATION CENTERS; PROVIDES FOOD SERVICE SUPPORT AND OTHER SERVICE ACTIVITIES FOR THE UNITED STATES NAVY; PERFORMS COMMERCIAL LAUNDRY SERVICES; AND DELIVERS A WIDE VARIETY OF SOCIAL SERVICES, INCLUDING VOCATIONAL TRAINING, EMPLOYMENT SERVICES, SUPPORTED EMPLOYMENT, AND ADULT DAY SERVICES. THE INFORMATION THAT FOLLOWS APPLIES TO GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION, WHICH INCLUDES THE COMPANY'S GREAT LAKES AND MISSION SERVICES BUSINESS UNITS, AS WELL AS TALENTBRIDGE, LLC, AND A COMMERCIAL LAUNDRY. IN 2021, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION: - EMPLOYED ABOUT 3,000 PEOPLE - NEARLY 600 WERE PEOPLE WITH DISABILITIES. - PROVIDED SERVICES TO NEARLY 40,000 PEOPLE. - PLACED PEOPLE INTO MORE THAN 3,700 EMPLOYMENT OPPORTUNITIES. - SERVED MORE THAN 10.3 MILLION MEALS TO UNITED STATES NAVY SAILORS AND RECRUITS. - DELIVERED MORE THAN 352,000 MEALS TO SENIOR CITIZENS. - SUPPLIED FAMILIES IN NEED WITH NEARLY $300,000 IN VOUCHERS (MORE THAN 8,600 TRANSACTIONS) FOR USEFUL MERCHANDISE FROM GOODWILL STORES. - MAINTAINED COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) CERTIFICATION AND HEALTH CARE LAUNDRY ACCREDITATION COUNCIL (HLAC) ACCREDITATIONS. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | EMPLOYMENT SERVICES GOODWILL PROVIDES WORKFORCE DEVELOPMENT SERVICES TO INDIVIDUALS IN SOUTHEASTERN WISCONSIN. THESE SERVICES INCLUDE EMPLOYMENT, SUPPORTED EMPLOYMENT, EVALUATION SERVICES, JOB PLACEMENT, MENTORING, INTERNSHIPS, AND SKILLS TRAINING. GOODWILL OPERATED THREE WORKFORCE CONNECTION CENTERS AS WELL AS ACCESS POINTS AT A DOMESTIC VIOLENCE CENTER, HOMELESS SHELTER, AND PUBLIC LIBRARIES. THE CENTERS PROVIDE FREE JOB SEARCH AND SUPPORT SERVICES TO THE GENERAL PUBLIC, REGARDLESS OF INCOME OR OTHER QUALIFYING CRITERIA. THESE CENTERS WERE DEVELOPED TO HELP INDIVIDUALS WHO ARE UNEMPLOYED OR UNDEREMPLOYED FIND AND KEEP JOBS. WORKFORCE CONNECTION CENTER STAFF PROVIDE ASSISTANCE THROUGHOUT THE JOB SEARCH PROCESS, INCLUDING RESUME DEVELOPMENT, JOB LEADS/APPLICATIONS, COMPUTER ACCESS, JOB-SEARCH STRATEGIES, AND ACCESS TO RESOURCES NEEDED TO SUSTAIN EMPLOYMENT. THE WORKFORCE CONNECTION CENTERS HOST WEEKLY EMPLOYER RECRUITMENT EVENTS, TO CONNECT JOB SEEKERS WITH EMPLOYERS IN NEED OF EMPLOYEES. RECRUITMENT EVENTS ARE HELD VIRTUALLY AND IN-PERSON WITH EMPLOYERS, AND JOB SEEKERS HAVE ACCESS TO THE CENTERS AND RESOURCES FOR CONNECTIONS AND SUPPORT. IMPLEMENTED AT THE ONSET OF THE COVID-19 PANDEMIC, REMOTE/VIRTUAL SERVICES REMAIN AVAILABLE THROUGH APPOINTMENTS AND HAVE BEEN INCREASINGLY UTILIZED. GOODWILL ALSO COLLABORATES WITH OTHER LOCAL ORGANIZATIONS TO CONNECT CENTER CUSTOMERS TO ADDITIONAL RESOURCES, INCLUDING DRIVER'S LICENSE RECOVERY PROGRAMS, COUNSELING, BENEFITS ASSISTANCE, AND HELP WITH HOUSING AND OTHER CONCERNS. TOGETHER, THESE CENTERS PROVIDED SERVICES TO OVER 4,500 PEOPLE IN 2021. A SIMILAR GOODWILL-OPERATED CENTER IN RACINE ADDITIONALLY SERVED ABOUT 100 PEOPLE. GOODWILL HAS BEEN A PARTNER SINCE 1989 IN THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING, ONE OF WISCONSIN'S FIRST URBAN JOB CENTERS, CONSIDERED "BEST PRACTICE" ON BOTH A NATIONAL AND INTERNATIONAL LEVEL. AT THE JOB CENTER, GOODWILL OFFERS EXTENSIVE EMPLOYMENT SERVICES THAT INCLUDE JOB SEEKING AND RETENTION, LIFE SKILLS SESSIONS, ONE-ON-ONE CONSULTATION, MENTORING AND FOLLOW-UP. MANY INDIVIDUALS RECENTLY RELEASED FROM THE KENOSHA COUNTY DETENTION CENTER ALSO VISIT THE JOB CENTER FOR ADDITIONAL ASSISTANCE WITH RESUMES AND THE JOB SEARCH PROCESS. CASE MANAGEMENT SERVICES INCLUDE PROGRAM ORIENTATION, ASSESSMENT, DEVELOPMENT OF EMPLOYABILITY PLANS, EMPLOYMENT COUNSELING, JOB SEEKING SKILLS, JOB SEARCH ACTIVITIES, AND REFERRALS TO COMMUNITY PARTNERS FOR AGENCY SERVICES AND ADULT EDUCATION. TRAINING GOODWILL'S WORKFORCE DEVELOPMENT TRAINING PROGRAMS FOCUS ON PROVIDING WORK AND LIFE SKILLS TRAINING AND SECTOR-SPECIFIC TRAINING TO HELP PARTICIPANTS FIND WORK OR START A CAREER. PARTICIPANTS IN THESE PROGRAMS RECEIVE PRACTICAL SKILLS TRAINING AS WELL AS INSTRUCTION IN EMPLOYER EXPECTATIONS, WORKPLACE BEHAVIOR, AND INTERPERSONAL SKILLS. JOB PLACEMENT AND RETENTION SERVICES ENSURE THAT GOODWILL GRADUATES ARE SUCCESSFULLY PLACED. JOB COACHES PROVIDE ON-SITE GUIDANCE TO NEWLY PLACED GOODWILL PROGRAM PARTICIPANTS TO ENSURE SUCCESSFUL INTEGRATION INTO THE WORKPLACE ENVIRONMENT. OUR TRAINING SERVICES ARE CUSTOMIZED TO MEET SPECIFIC INDUSTRY OR EMPLOYER NEED. CUSTODIAL TRAINING PREPARES INDIVIDUALS FOR WORK IN ENVIRONMENTAL SERVICES. CUSTOMER SERVICE TRAINING PROGRAMS PREPARE INDIVIDUALS FOR CUSTOMER SERVICE POSITIONS ACROSS A VARIETY OF INDUSTRIES. CUSTOMIZED TALENT ACQUISITION AND TRAINING PROGRAMS HAVE ALSO BEEN DEVELOPED WITH COLLABORATIVE COMMUNITY PARTNERS TO HELP EMPLOYERS FIND TALENT AND HELP PEOPLE ATTACH TO THE WORKFORCE, WHILE RECEIVING THE TRAINING AND SUPPORTS NEEDED TO ENSURE SUCCESS ON THE JOB. OTHER TRAINING PROGRAMS INCLUDE JOB RE-ENTRY AND OUTREACH SERVICES TO INDIVIDUALS RECENTLY RELEASED OR CURRENTLY IN PRISON IN THE KENOSHA AREA. WORKFORCE DEVELOPMENT SUPPORTS IN 2021, GOODWILL PROVIDED WORKFORCE DEVELOPMENT SUPPORTS FOR NEARLY 18,000 INDIVIDUALS. THESE SUPPORTS INCLUDED BENEFITS COUNSELING, ANCILLARY VOCATIONAL SERVICES SUCH AS FINANCIAL LITERACY, AND OTHER WORK-RELATED SUPPORTS SUCH AS CHILDCARE CASE MANAGEMENT. SUPPORTIVE SERVICES GOODWILL PROVIDED SUPPORTIVE SERVICES IN 2021 TO OVER 13,000 ADULTS THROUGH A VARIETY OF PROGRAMS. GOODWILL'S DAY SERVICES SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURIES TO ENJOY MORE INDEPENDENT AND ACTIVE LIVES IN THE COMMUNITY AT FOUR LOCATIONS. GOODWILL ADULT CENTERS OFFER DAILY ACTIVITIES INCLUDING COMMUNITY OUTINGS, RECREATION AND SOCIALIZATION WITH OTHERS, VOLUNTEERING, ENHANCING LIFE SKILLS, AND PROMOTING SELF-ADVOCACY. PROGRAMS ALSO OFFER PEACE OF MIND AS WELL AS RESPITE FOR WORKING CARE GIVERS. SINCE THE ONSET OF THE COVID-19 PANDEMIC, GOODWILL'S DAY SERVICES PROGRAMS HAVE OFFERED VIRTUAL SERVICE OPTIONS FOR INDIVIDUALS WHO WERE UNABLE TO ATTEND IN-PERSON SERVICES. VIRTUAL SERVICES PROVIDE ART ACTIVITIES, FITNESS AND COOKING CLASSES, GAMES AND SOCIAL ACTIVITIES, AND VIRTUAL COMMUNITY OUTINGS. THROUGHOUT 2021, ABOUT 250 INDIVIDUALS WERE SERVED BY GOODWILL'S DAY SERVICES PROGRAMS. GOODWILL'S COMMUNITY SERVICES HELP IMPROVE THE QUALITY OF LIFE FOR SENIORS AND THEIR FAMILIES. COMMUNITY SERVICES PROVIDES SUPPORT FOR PEOPLE WHO FIND IT DIFFICULT TO WORK OR CANNOT PARTICIPATE IN GOODWILL'S EMPLOYMENT PROGRAMS DUE TO INCREASING AGE OR POOR HEALTH. GOODWILL OFFERS PROGRAMS THAT ASSIST SENIORS IN MAINTAINING THEIR INDEPENDENCE, WITH THE GOAL OF DECREASING PREMATURE AND UNNECESSARY INSTITUTIONALIZATION. DURING 2021, GOODWILL'S HOME DELIVERED MEALS SERVED MILWAUKEE COUNTY SENIOR CITIZENS WITH OVER 352,000 MEALS DELIVERED TO THEIR HOMES. GOODWILL'S TEAM AT THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING PROVIDES A NUMBER OF ADDITIONAL SUPPORTIVE SERVICES. THESE SERVICES INCLUDE COORDINATING THE VOLUNTEER GUARDIANSHIP PROGRAM, COORDINATING REGIONAL EFFORTS FOR COMPREHENSIVE COMMUNITY SERVICES IN KENOSHA AND RACINE, AND A NUMBER OF COMMUNITY OUTREACH PROGRAMS. THROUGH THE ADULT PROTECTIVE SERVICES PROGRAM GOODWILL PROVIDES INTERVENTION FOR AT-RISK PHYSICALLY DISABLED AND ELDERLY PERSONS BY IDENTIFYING CASES OF PHYSICAL ABUSE, NEGLECT, FINANCIAL ABUSE OR SELF-NEGLECT. GOODWILL'S TEAM ALSO PROVIDES ADMINISTRATIVE SERVICES FOR THE DIVISION OF CHILDREN AND FAMILY SERVICES AND CENTRAL SERVICES FOR THE DEPARTMENT OF HUMAN SERVICES. IN 2021, OVER 7,000 PEOPLE IN THE KENOSHA AREA RECEIVED ASSISTANCE FROM THE HOLIDAY HOUSE PROGRAM, WHICH PROVIDES WINTER COATS, TOYS, AND HOLIDAY FOOD BASKETS TO FAMILIES IN NEED. GOODWILL TALENTBRIDGE, LLC GOODWILL TALENTBRIDGE IS GOODWILL'S OWN RECRUITING AND STAFFING SERVICE. THOUSANDS OF PEOPLE COME TO GOODWILL EACH YEAR LOOKING FOR JOBS - THROUGH THE WORKFORCE CONNECTION CENTERS, TRADITIONAL EMPLOYMENT AND TRAINING PROGRAMS, THE HUMAN RESOURCES DEPARTMENT, TALENTBRIDGE, AND OTHER AVENUES. GOODWILL'S GOAL IS TO DEVELOP A SEAMLESS PROCESS TO ENABLE PEOPLE TO APPROACH GOODWILL FOR ASSISTANCE, BE ASSESSED, DIRECTED TO THE APPROPRIATE RESOURCES OR TRAINING, AND ULTIMATELY CONNECTED TO EMPLOYMENT. TALENTBRIDGE'S CRITICAL ROLE IS TO CULTIVATE EMPLOYER RELATIONSHIPS AND BUILD PARTNERSHIPS WITH EMPLOYERS THAT RESULT IN INCREASED JOB PLACEMENT OPPORTUNITIES. TALENTBRIDGE IS GOODWILL'S LINK TO CONNECT WORKFORCE TALENT TO WORKPLACE OPPORTUNITY. IN 2021, GOODWILL TALENTBRIDGE EMPLOYED MORE THAN 1,600 INDIVIDUALS, IN LARGE PART INDIVIDUALS WHO WERE PREVIOUSLY UN- OR UNDER-EMPLOYED. TALENTBRIDGE OFFERS EMPLOYERS A WIDE RANGE OF SOLUTIONS AND SERVICES, INCLUDING CONTRACT EMPLOYMENT, CONTRACT TO HIRE, DIRECT PLACEMENT, AND RECRUITMENT PROCESS OUTSOURCING. TALENTBRIDGE PROVIDES JOB PLACEMENT IN AN ARRAY OF INDUSTRIES, INCLUDING MANUFACTURING AND INDUSTRIAL, HEALTHCARE, EDUCATION, FINANCE AND BANKING, PROFESSIONAL AND ADMINISTRATIVE, CALL CENTER, AND FOOD SERVICE. LAUNDRY GOODWILL SEW PERFORMS LAUNDRY SERVICES FOR FEDERAL CUSTOMERS SUCH AS THE NAVY AND DEPARTMENT OF VETERANS AFFAIRS HOSPITALS THROUGH THE ABILITYONE PROGRAM, WHICH PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. THE LAUNDRY PROCESSED OVER 5.0 MILLION POUNDS OF LINEN IN 2021. FORM 990, PART V, LINE 2A NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE GOODWILL IS THE COMMON PAYMASTER FOR ITS AFFILIATES, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR GOODWILL. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS MAY 25, 2022 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM ON MAY 25, 2022, 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. |
| 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 FOR LINE 18. |
| FORM 990, PART IX, LINE 11G | LEASED EMPLOYEES: PROGRAM SERVICE EXPENSES 7,720,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,720,338. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,146,606. MANAGEMENT AND GENERAL EXPENSES 907,033. FUNDRAISING EXPENSES 21,758. TOTAL EXPENSES 2,075,397. CONSULTING FEES: PROGRAM SERVICE EXPENSES 49,359. MANAGEMENT AND GENERAL EXPENSES 1,634,043. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,683,402. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 55,635. MANAGEMENT AND GENERAL EXPENSES 784,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 839,930. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 24,323. MANAGEMENT AND GENERAL EXPENSES 509,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,627. MEMBERSHIP FEES: PROGRAM SERVICE EXPENSES 17,441. MANAGEMENT AND GENERAL EXPENSES 376,722. FUNDRAISING EXPENSES 1,380. TOTAL EXPENSES 395,543. MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 85,716. MANAGEMENT AND GENERAL EXPENSES 198,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,538. TUITION REIMBURSEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 75,779. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,779. |
| FORM 990, PART XI, LINE 9: | UNREALIZED SWAP INTEREST 1,085,113. INTERCOMPANY ALLOCATION -144,947. IMPAIRMENT LOSS -2,412,397. PRIOR YEAR PLEDGE WRITE-OFF -10,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL TALENTBRIDGE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6055 N 91ST STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271303707 | EIN |
| Primary Activities | STAFFING | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $9,160,722 | TotalIncomeAmt |
| End Of Year Assets | $7,098,812 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL SEW | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GOODWILL RETAIL SERVICES INC | ||||||||||
| 6055 N 91ST STREET | MILWAUKEE | WI | 53225 | 392040239 | SUPPORTING | WI | 501(C)(3) | LINE 12A, I | GOODWILL SE WI | Yes (1) |
| 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 | Yes (1) |
| GOODWILL MANUFACTURING INC | ||||||||||
| 6055 N 91ST STREET | MILWAUKEE | WI | 53225 | 352531359 | SUPPORTING | WI | 501(C)(3) | LINE 12A, I | GOODWILL SE WI | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | ||
| A | $3,489 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| A | $1,010,391 | FMV |
| GOODWILL MANUFACTURING INC | ||
| A | $44,788 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | ||
| B | $446,458 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| C | $5,764,543 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| I | $2,977 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| J | $3,196,014 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | ||
| L | $232,320 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| L | $16,659,534 | FMV |
| GOODWILL MANUFACTURING INC | ||
| L | $818,462 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | ||
| N | $26,188 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| N | $1,168,845 | FMV |
| GOODWILL MANUFACTURING INC | ||
| N | $521,401 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | ||
| P | $96,767 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| P | $48,238,015 | FMV |
| GOODWILL MANUFACTURING INC | ||
| P | $490,599 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI, LINE 1O: | FormAndLineReferenceDesc |
| Explanation | TRANSACTIONS WITH RELATED ORGANIZATIONS GOODWILL SHARES PAID EMPLOYEES WITH ITS RELATED ORGANIZATIONS; HOWEVER, THE EXACT AMOUNT OF SUPPORT IS NOT READILY DETERMINABLE. | ExplanationTxt |
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