2022-06-09T14:27:22-05:00 2021-12-31 366055558 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2021-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JEFFREY DOCALAVICH CFO 4148474200 2022-06-09 1 JEFFREY DOCALAVICH 999009999 MICHELLE L WEBER P00556798 4142898200 2022-06-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z 6055 N 91ST STREET MILWAUKEE WI 53225 125461316 0 X WWW.GOODWILLSEW.COM X 1919 WI PROVIDES TRAINING, EMPLOYMENT & SUPPORTIVE SERVICES TO PEOPLE WITH DISABILITIES OR DISADVANTAGES 19 19 3056 19 0 0 24887592 17285530 60959721 65527555 123336 78616 723965 -86747 86694614 82804954 971943 724861 0 0 68428451 71310579 0 0 222222 12664348 9385750 82064742 81421190 4629872 1383764 194443580 193592595 55781364 55028846 138662216 138563749 X 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) 0 0 41741636 48405938 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. 30932777 724861 17001310 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) 72674413 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 114 0 1 3056 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X LISA HEIDER 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 X JACQUELINE HALLBERG PRESIDENT & CEO 40.00 12.00 X 540493 0 35312 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 40.00 12.00 X 320059 0 37201 STEVEN LOOS FORMER ASSISTANT SECRETARY 23.00 17.00 X 178025 127162 42685 BASIL BUCHKO ASSISTANT SECRETARY 40.00 12.00 X 256222 0 34081 LAURA SANDERS DIRECTOR - THRU 8/2021 40.00 0.00 X 257232 0 13323 ANGELA ADAMS CHIEF COMM & DIVERSITY OFFICER 40.00 0.00 X 235117 0 18901 CATHERINE WORDEN VICE PRESIDENT 40.00 0.00 X 230821 0 19052 LISA HEIDER VP - FINANCE 40.00 0.00 X 190358 0 35294 ELIZABETH MCNALLY VICE PRESIDENT 40.00 0.00 X 197425 0 23010 TIMOTHY MATTKE CHAIR 2.00 3.00 X X 0 0 0 IRENE SUDAC VICE CHAIR 2.00 3.00 X X 0 0 0 ROBERT KLUG TREASURER 2.00 2.00 X X 0 0 0 THOMAS SAVAGE SECRETARY 2.00 2.00 X X 0 0 0 JAMES BORRIS DIRECTOR 2.00 0.00 X 0 0 0 JACQUELINE BOWLES DIRECTOR 2.00 1.00 X 0 0 0 MARY DOWELL DIRECTOR 2.00 0.00 X 0 0 0 KAREN DUFFY DIRECTOR 2.00 1.00 X 0 0 0 JOHN DZIEWA DIRECTOR 2.00 0.00 X 0 0 0 LAURA GOUGH DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE GREENE DIRECTOR 2.00 1.00 X 0 0 0 BRADLEY KALSCHEUR DIRECTOR 2.00 0.00 X 0 0 0 DAVID MARCUS DIRECTOR 2.00 0.00 X 0 0 0 RICHARD MEEUSEN DIRECTOR 2.00 1.00 X 0 0 0 THOMAS RICHTMAN DIRECTOR 2.00 1.00 X 0 0 0 MASON ROSS DIRECTOR 2.00 0.00 X 0 0 0 IKE UMUNNAH DIRECTOR 2.00 1.00 X 0 0 0 CARL VANDER WILT DIRECTOR 2.00 1.00 X 0 0 0 MARILYN VOLLRATH DIRECTOR 2.00 0.00 X 0 0 0 2405752 127162 258859 44 1 1 0 GREAT LAKES RESOURCES INC 702 E WASHINGTON MADISON WI 53701 TEMP STAFFING AGENCY 7616125 ADVANCED DISPOSAL W144S6350 COLLEGE COURT MUSKEGO WI 53150 WASTE DISPOSAL 1874062 WASTE MGMT OF CENTRAL WISCONSIN PO BOX 4648 CAROL STREAM IL 60197 WASTE DISPOSAL 1509471 OTT DEVELOPMENT INC N27W23588 PAUL ROAD SUITE 100 PEWAUKEE WI 53072 CONSTRUCTION SERVICES 1103017 SILVER ROCK CONSULTING LLC 2470 BUCKINGHAM PLACE BROOKFIELD WI 53045 CONSULTING SERVICES 771275 35 5000 5764543 10357472 1158515 17285530 GREAT LAKES PROGRAMS AND SERVICES 561499 48580855 48580855 PARTICIPANT PROGRAM AND SERVICES 624100 16946700 16946700 65527555 62696 62696 28586 2592 25994 25994 25994 15920 0 15920 15920 15920 42478853 42653770 -174917 -174917 CREDIT CARD REBATE 561000 49446 49446 VENDING SERVICE 561499 7566 7566 MISCELLANEOUS INCOME 900099 5164 5164 62176 82804954 65407248 0 112176 X 446458 446458 278403 278403 1223368 1194578 28790 220435 220435 54042035 41259177 12651628 131230 1713819 1096210 608741 8868 10003469 8802675 1185008 15786 4107453 3121752 975895 9806 149823 13612 136211 175708 175708 13608554 9099418 4485998 23138 1896303 256250 1640053 3816441 3668265 146743 1433 2082802 495025 1587777 2532349 930159 1599240 2950 1549248 1439995 109232 21 247667 87858 159609 200 1137542 9177 1128365 2160350 269531 1890819 563442 434191 129251 ALLOCATED OCCUPANCY -1765495 966257 -2731752 ALLOCATED MANAGEMENT -18768984 -18768984 81421190 72674413 8524555 222222 0 0 32827911 44621605 85984 94548 32592391 13287473 0 0 0 0 0 207500 1025828 850911 596619 1131303 197527209 105079762 91759207 92447447 0 0 0 0 0 0 0 0 35555640 40951808 194443580 193592595 19742863 18571431 0 0 165773 47998 31935448 22536613 0 0 0 0 0 0 0 0 3937280 13872804 55781364 55028846 X 138347686 138188681 314530 375068 138662216 138563749 194443580 193592595 X 1383764 -1482231 X 0 1 X 1 1 1 X 48005539 35482240 41529172 24887592 17285530 167190073 48005539 35482240 41529172 24887592 17285530 167190073 81323715 85866358 325981 520458 784536 335521 91282 2057778 542135 368532 63603 5526 7566 987362 170235213 524221453 0.50440 0.49170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32228005 32228005 128063951 75846843 52217108 29095371 24721876 4373495 8139882 4511043 3628839 92447447 DUE FROM GW MANUFACTURING 26088895 ROU ASSETS 11815318 DUE FROM GW-CHICAGO 1350224 DUE FROM GW RETAIL 945036 457(B) PLAN 654196 SECURITY DEPOSIT 98139 40951808 OBLIG. UNDER LEASE LIABILITIES 11956636 ACCRUED SWAP INTEREST 1261972 457(B) PLAN LIABILITY 654196 13872804 X 123515129 115809 43060397 43176206 80338923 2466031 2466031 82804954 123613594 115809 42130229 42246038 81367556 53634 53634 81421190 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. 1 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 501(C)(3) 446458 0 GRANT - SEE FORM 990 1 MERCHANDISE VOUCHERS 11101 0 277526 FMV MERCHANDISE VOUCHER JOB SEEKING MATERIALS 7 0 877 FMV MISCELLANEOUS PART I, LINE 2: 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. X X X X 1 0 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 530168 0 0 0 10325 0 22450 0 12862 0 575805 0 0 0 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 318985 0 100 0 974 0 22450 0 14751 0 357260 0 0 0 STEVEN LOOS FORMER ASSISTANT SECRETARY 176866 126333 0 0 1159 829 13096 9354 11804 8431 202925 144947 0 0 BASIL BUCHKO ASSISTANT SECRETARY 255508 0 100 0 614 0 13846 0 20235 0 290303 0 0 0 LAURA SANDERS DIRECTOR - THRU 8/2021 85072 0 0 0 172160 0 8326 0 4997 0 270555 0 0 0 ANGELA ADAMS CHIEF COMM & DIVERSITY OFFICER 234549 0 100 0 468 0 17956 0 945 0 254018 0 0 0 CATHERINE WORDEN VICE PRESIDENT 211733 0 17100 0 1988 0 17560 0 1492 0 249873 0 0 0 LISA HEIDER VP - FINANCE 189306 0 100 0 952 0 15068 0 20226 0 225652 0 0 0 ELIZABETH MCNALLY VICE PRESIDENT 196713 0 100 0 612 0 15272 0 7738 0 220435 0 0 0 PART I, LINE 4A: 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. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 NONEAVAIL 2012-12-20 13500000 LAND AND BUILDING EXPANSION 0 0 0 B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 NONEAVAIL 2018-11-01 15217000 REFUNDING OF 2014C ISSUE 0 0 0 A 4020000 13500000 106000 9489000 3905000 2012 1 0 1 1 B 2005000 15217000 15217000 2015 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 PART I, COLUMN F 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. ELIZABETH MCNALLY FAMILY OF DIRECTOR 220435 ENTITY PAID WAGES 1 PART IV 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. 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. GOODWILL TALENTBRIDGE LLC 6055 N 91ST STREET MILWAUKEE WI 53225 271303707 STAFFING WI 9160722 7098812 GOODWILL SEW GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 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 1 GOODWILL MANUFACTURING INC 6055 N 91ST STREET MILWAUKEE WI 53225 352531359 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 1 1 1 1 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC A 3489 FMV GOODWILL RETAIL SERVICES INC A 1010391 FMV GOODWILL MANUFACTURING INC A 44788 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC B 446458 FMV GOODWILL RETAIL SERVICES INC C 5764543 FMV GOODWILL RETAIL SERVICES INC I 2977 FMV GOODWILL RETAIL SERVICES INC J 3196014 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC L 232320 FMV GOODWILL RETAIL SERVICES INC L 16659534 FMV GOODWILL MANUFACTURING INC L 818462 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC N 26188 FMV GOODWILL RETAIL SERVICES INC N 1168845 FMV GOODWILL MANUFACTURING INC N 521401 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC P 96767 FMV GOODWILL RETAIL SERVICES INC P 48238015 FMV GOODWILL MANUFACTURING INC P 490599 FMV PART VI, LINE 1O: TRANSACTIONS WITH RELATED ORGANIZATIONS GOODWILL SHARES PAID EMPLOYEES WITH ITS RELATED ORGANIZATIONS; HOWEVER, THE EXACT AMOUNT OF SUPPORT IS NOT READILY DETERMINABLE.