2022-11-14T14:42:10-06:00 2021-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2021-01-01 391147571 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN INC GOOD 6082463140 1302 MENDOTA STREET MADISON WI 53714 MICHELE HARRIS PRESIDENT & CEO 6082463140 2022-11-14 1 MICHELE HARRIS 999009999 TERRI REXRODE CPA MST P00096513 9206620016 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHELE HARRIS 1302 MENDOTA STREET MADISON WI 53714 44230660 0 X WWW.GOODWILLSCWI.ORG X 1971 WI PROVIDE WORKFORCE DEVELOPMENT AND SUPPORTIVE HOUSING PROGRAMS TO HELP PEOPLE ACHIEVE INDEPENDENCE. 13 13 1005 75 0 0 18384589 21464509 16327282 22601981 118339 112488 27838 51682 34858048 44230660 0 0 0 0 11167491 13576165 0 0 865 22498104 28657967 33665595 42234132 1192453 1996528 15621593 15409154 6413304 4204337 9208289 11204817 X SEE SCHEDULE O FOR THE ORGANIZATION'S MISSIONGOODWILL OF SOUTH CENTRAL WISCONSIN PROVIDES NUMEROUS SERVICES TO HELP REMOVE BARRIERS TO EMPLOYMENT AND HOUSING FOR INDIVIDUALS IN OUR LOCAL COMMUNITY SO THAT THEY CAN EXPERIENCE PRIDE, BELONGING AND INDEPENDENCE. PROGRAMS INCLUDE RETAIL PROGRAM SERVICES, WORKFORCE DEVELOPMENT THROUGH SUPPORTED EMPLOYMENT, JOB SKILLS TRAINING AND VOLUNTEER INCOME TAX ASSISTANCE (VITA) AND SUPPORTIVE HOUSING. 0 0 36170825 0 21470277 DONATED GOODS RETAIL PROGRAM SERVICESSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSDONATED GOODS RETAIL PROGRAM SERVICES: GOODWILL'S RETAIL OPERATIONS COLLECT DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELL THEM THROUGH A NETWORK OF 13 STORES. EXCESS AND UNSALABLE DONATED ITEM ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY, AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATIONS ALSO ACCEPT AND SELL DONATED AUTOMOBILES, USING A THIRD PARTY ONLY VEHICLE AUCTION SERVICE. RETAIL OPERATIONS SUPPORT GOODWILL'S MISSION BY PROVIDING EMPLOYMENT AND TRAINING FOR LOCAL RESIDENTS WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. RETAIL OPERATIONS EMPLOYED 826 INDIVIDUALS THROUGHOUT SOUTH CENTRAL WISCONSIN. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT HELP FUND GOODWILL'S MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. RETAIL STORES OFFER A PLACE WHERE PEOPLE IN NEED CAN EXCHANGE VOUCHERS FOR USEFUL MERCHANDISE AT NO COST THROUGH PUBLIC ASSISTANCE PROGRAMS OR COMMUNITY REFERRALS. 1358002 0 1131704 WORKFORCE DEVELOPMENT PROGRAMSSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSWORKFORCE DEVELOPMENT PROGRAMS:SUPPORTED EMPLOYMENT AND JOBS SKILLS TRAINING ADULTS WITH BARRIERS TO EMPLOYMENT BUILD CONFIDENCE, SKILLS, AND INDEPENDENCE THROUGH MEANINGFUL JOBS, WITH 30 JOB COACHES PROVIDING ONE-ONE-ONE SUPPORT TO OVER 100 PROGRAM PARTICIPANTS AT NO COST TO THE EMPLOYER OR PARTICIPANT. OVER 27,000 HOURS OF SUPPORT WERE PROVIDED BY OUR JOB COACHES IN 2021, AND ALL PROGRAM PARTICIPANTS EARNED AT LEAST MINIMUM WAGE OR MORE.VOLUNTEER INCOME TAX ASSISTANCE (VITA) IN PARTNERSHIP WITH THE WISCONSIN DEPARTMENT OF REVENUE AND THE IRS, THE VITA PROGRAM PROVIDES FREE INCOME TAX PREPARATION FOR COMMUNITY MEMBERS WITH LOW TO MODERATE INCOME. IN 2021, 1,055 TAX RETURNS WERE PREPARED RESULTING IN OVER 1.4 MILLION DOLLARS IN TAX REFUNDS RETURNED INTO OUR COMMUNITY TO HELP PAY FOR RENT, BILLS, MEDICATION AND OTHER ESSENTIALS. 1214269 0 0 SUPPORTIVE HOUSINGSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSSUPPORTIVE HOUSING PROGRAM:ADULTS WITH CHRONIC MENTAL ILLNESS RECEIVE 24/7/365 SUPPORT AT OUR GROUP HOMES WHILE LEARNING SKILLS TO LIVE INDEPENDENTLY. IN 2021, WE PROVIDED 5,660 SAFE NIGHTS IN STABLE, SUPPORTIVE HOUSING AT OUR GROUP HOMES. ADDITIONALLY, OR 74 APARTMENT UNITS WITH ON-SITE PROPERTY SUPERVISORS OFFER AFFORDABLE SUBSIDIZED HOUSING TO LOW-INCOME ADULTS, RETIREES AND COMMUNITY MEMBERS WITH MENTAL ILLNESS. 38743096 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1005 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 WI X JAY CLARKSON CS&L CPAS 6082463140 1515 RINGLING BLVD STE 900 SARASOTA FL 34236 MARY THEILEN CHAIR 0.30 X X 0 0 0 JESSICA PIATT VICE CHAIR 0.30 X X 0 0 0 SCOTT KELLY PAST CHAIR (THRU DECEMBER) 0.30 X X 0 0 0 BEN SCHMIDT PAST CHAIR 0.30 X X 0 0 0 MARTHA KERNER TREASURER 0.30 X X 0 0 0 GREG RICE SECRETARY (THRU DECEMBER) 0.30 X X 0 0 0 HYWANIA THOMPSON SECRETARY 0.30 X X 0 0 0 KEVIN FOUNTAIN DIRECTOR 0.30 X 0 0 0 GARY JOHNSON DIRECTOR 0.30 X 0 0 0 TARA KONGER DIRECTOR 0.30 X 0 0 0 KATHLEEN MCNEIL DIRECTOR 0.30 X 0 0 0 JASON POTTER DIRECTOR 0.30 X 0 0 0 JASON RICE DIRECTOR 0.30 X 0 0 0 TOM STITGEN DIRECTOR 0.30 X 0 0 0 ALEX YSQUIERDO DIRECTOR 0.30 X 0 0 0 VICKI BUSS-HOLSCHUH PRESIDENT & CEO (THRU DECEMBER) 40.00 X 319173 0 27720 MICHELE HARRIS PRESIDENT & CEO (BEG. DECEMBER) 40.00 X 0 0 0 TONY LAWSON VICE PRESIDENT OF OPERATIONS 40.00 X 141403 0 31949 JANET DESCHENES-SIMON PRESIDENT MISSION & BRAND DEV. 40.00 X 110680 0 23047 BRIAN SCHROEDER DIRECTOR OF STORES 40.00 X 112805 0 20835 684061 0 103551 4 0 1 0 CS&L CPAS 1001 3RD AVENUE WEST SUITE 700 BRADENTON FL 34205 ACCOUNTING SERVICES 524725 APPLIED TECH SOLUTIONS 203 SOUTH PATTERSON STREET SUITE 5 MADISON WI 53703 INFORMATION SYSTEMS MANAGEMENT 390990 2 1639205 19825304 19746090 21464509 RETAIL PROGRAM REVENUE 453310 21470277 21470277 FEE FOR SERVICE CONTRACTS 561300 1131704 1131704 22601981 4005 4005 108483 0 108483 108483 108483 51682 51682 51682 44230660 22601981 0 164170 346893 346893 10969444 10000543 968901 111348 103281 8067 1292666 1137026 155640 855814 741389 114425 14013 14013 44000 44000 1466479 334887 1131592 115380 14752 100628 1598156 1503789 93502 865 3583774 3506520 77254 156731 144551 12180 656 656 113835 104778 9057 857870 747880 109990 92132 39106 53026 IN KIND GOODS 19746090 19746090 REPAIRS/SERVICE 387175 323768 63407 COST OF GOODS SOLD 259174 259174 DUES/SUBSCRIPTIONS 180221 7859 172362 42281 27047 15234 42234132 38743096 3490171 865 2355611 4646276 4168729 2309162 391350 9887 351277 502526 36321 36321 3141523 3132818 203074 253728 13913146 9441902 4929628 4471244 44080 47192 15621593 15409154 1063321 1656862 381977 376613 1044153 892394 3923853 1278468 6413304 4204337 X 9208289 11204817 9208289 11204817 15621593 15409154 1996528 0 X 0 1 X 1 0 X 15894431 16275150 18318405 18384589 21464509 90337084 15894431 16275150 18318405 18384589 21464509 90337084 90337084 28263 27968 27847 11956 4005 100039 90437123 87147642 0.99890 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 556596 556596 4571981 3596329 975652 3474252 1874830 1599422 5310317 3970743 1339574 4471244 CAPITAL LEASE PAYABLE 485481 DEFERRED GAIN ON SALE LEASEBACK 645058 ECONOMIC INJURY DISASTER LOAN 147929 1278468 X 24484570 0 24484570 19746090 19746090 44230660 22488042 0 22488042 19746090 19746090 42234132 PART X, LINE 2: MANAGEMENT ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT AN INCOME TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 19,746,090. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 19,746,090. X X 0 0 0 1 0 0 0 0 0 VICKI BUSS-HOLSCHUH PRESIDENT & CEO (THRU DECEMBER) 230000 0 69000 0 20173 0 7873 0 19847 0 346893 0 0 0 TONY LAWSON VICE PRESIDENT OF OPERATIONS 130820 0 54 0 10529 0 4245 0 27704 0 173352 0 0 0 PART I, LINE 5 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ('PLAN") IS TO MOTIVATE LEADERSHIP 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 FINANCIAL SECURITY AND STABILITY TO 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PLAN FOR THE PRESIDENT & CEO IS SOLELY DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. VICKI BUSS-HOLSCHUH RECEIVED $69,000 FROM THE PLAN DURING 2021. X 19746090 THRIFT SHOP VALUE 0 0 0 1 PART I, LINE 32B: DONATED VEHICLES GO TO THE NATIONAL CHARITY SALES (NCS). NCS SELL AND REMITE NET PROCEEDS TO GOODWILL, WHO RECORDS THE CASH CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE 990 IS REVIEWED WITH THE AUDIT AND FINANCE COMMITTEE AFTER SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("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 GOODWILL. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC ("GOODWILL") COMPENSATION PACKAGE INCLUDES 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 EXECUTIVE 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 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC. FINANCIAL STATEMENTS ARE MADE PUBLIC THROUGH THE FORM 990 AS WELL AS IN THE ANNUAL REPORT.