2021-05-13T16:16:02-05:00 2020-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2019-07-01 200749885 GOODWILL EDUCATION INITIATIVES INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 DANIEL J RILEY TREASURER 3175244313 2021-05-11 1 ANGELA N CRAWFORD CPA P00573197 3176334705 2021-05-11 2019 2022-09-23 18:48:47Z DANIEL J RILEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 35477128 0 X WWW.INDIANAPOLISMET.ORG; WWW.THEEXCELCENTER.ORG X 2004 IN TO PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH ONE OR MORE CHARTER SCHOOLS. 8 8 460 50 0 0 31458924 34828260 376008 282944 79565 70979 309961 281451 32224458 35463634 0 1200 0 0 20717405 21453958 0 0 0 10836318 10902712 31553723 32357870 670735 3105764 15554052 18896307 1423237 1597754 14130815 17298553 X TO PROVIDE EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK; TO DEVELOP, OWN, AND OPERATE ONE OR MORE CHARTER SCHOOLS. 0 0 27023417 1200 552856 SEE SCHEDULE O.GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI OR GOODWILL), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. TWO EXCEL CENTERS OCCUPIES SPACE OWNED BY GCSI, ONE EXCEL CENTER OCCUPIES SPACE OWNED BY GEI, AND THE OTHER EXCEL CENTERS LEASE SPACE. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY & SECURITY, INFORMATION TECHNOLOGY, FACILITIES, AND MARKETING. THE EXCEL CENTERS OPERATED IN 15 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2019-2020.THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS.SINCE INCEPTION, NEARLY 700 STUDENTS HAVE GRADUATED FROM THE MET, AND 60% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION.THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 WITH 306 ADULT STUDENTS AND COMPLETED ITS TENTH YEAR OF OPERATIONS ON JUNE 30, 2020. DUE TO THE HIGH DEMAND FOR ITS SERVICES, THE EXCEL CENTER EXPANDED TO 15 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,200 STUDENTS. SINCE INCEPTION OVER 5,500 STUDENTS HAVE GRADUATED FROM THE EXCEL CENTER. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL. EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS. 27023417 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 106 0 1 460 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X DANIEL J RILEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 JAY OLIVER CHAIR 1.00 0.00 X X 0 0 0 DORIS L PRYOR VICE-CHAIR 1.00 0.00 X X 0 0 0 JILL KRAMER SECRETARY 1.00 0.00 X X 0 0 0 CLAUDIA CUMMINGS DIRECTOR 1.00 0.00 X 0 0 0 MARIANNE GLICK DIRECTOR 1.00 0.00 X 0 0 0 C PERRY GRIFFITH JR DIRECTOR 1.00 0.00 X 0 0 0 RICHARD HORN DIRECTOR 1.00 0.00 X 0 0 0 SHAYLA PULLIAM DIRECTOR 1.00 0.00 X 0 0 0 KATIE JENNER DIRECTOR-TERM ENDED AUG'19 1.00 0.00 X 0 0 0 DANIEL J RILEY TREASURER-NON VOTING 1.00 40.00 X 0 236629 32399 BETSY DELGADO VICE PRESIDENT 1.00 40.00 X 0 209429 31788 KENT KRAMER CEO OF GCSI 1.00 40.00 X 0 457678 35912 ANNE DAVIS SR DIRECTOR, EDU INITIATIVES 40.00 0.00 X 108939 0 20946 JEFFERY HOOVER SR DIRECTOR, EXCEL CENTER NETWORK 40.00 0.00 X 115509 0 7519 MICHELLE ASHLEY SR DIRECTOR, MISSION ADVANCEMENT 40.00 0.00 X 106084 0 20938 DAN SCOTT DIRECTOR, CORP IMPACT & ANALYTICS 40.00 0.00 X 104859 0 20743 CAROL GREGGS DIRECTOR OF FINANCIAL OPERATIONS 40.00 0.00 X 107543 0 7204 542934 903736 177449 5 0 1 0 0 67014 33402466 1358780 1046632 34828260 ADMINISTRATIVE SERVICE FEES 561000 282944 282944 282944 84473 84473 11539 0 11539 11539 11539 13494 -13494 -13494 -13494 269912 269912 269912 35463634 552856 0 82518 1200 1200 16509269 13965951 2543318 253902 214787 39115 3493295 2955139 538156 1197492 1013014 184478 1445832 194590 1251242 78375 16327 62048 33500 33500 1718463 1716480 1983 318269 315372 2897 1206638 1092919 113719 43672 6944 36728 3089333 2938757 150576 147214 27687 119527 1518287 1463035 55252 66805 62593 4212 SOFTWARE LICENSES 319196 92044 227152 SECURITY SERVICES 299079 299079 CLASSROOM & TEXTBOOKS 215458 215458 STUDENT TRANSPORTATION 195999 195901 98 206592 202640 3952 32357870 27023417 5334453 0 5254528 7043080 425612 549579 219706 378453 254922 20524597 11860684 7230115 8663913 2141377 2289074 15554052 18896307 724347 1597754 698890 0 1423237 1597754 X 14130815 17298553 14130815 17298553 15554052 18896307 3105764 69617 -7643 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 24171 0 0 24171 0 PART II-B, LINE 1: AMOUNT PAID TO LOBBYIST WHO HAD DIRECT CONTACT WITH LEGISLATORS - $24,171 1340000 23333 1316667 7889740 2915262 4974478 9032163 7279894 1752269 2262694 1642195 620499 8663913 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 GOODWILL EDUCATION INITIATIVES, INC. COMPLIES WITH ALL PUBLIC NOTICE STATUTES AND APPLICABLE DESEGREGATION ORDERS. SCHEDULE E, PART I, LINE 4 GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA, INC. FUNDRAISES FOR GOODWILL EDUCATION INITIATIVES, INC. THE SCHOOL DOES NOT GIVE SCHOLARSHIPS OR FINANCIAL AID. THE SCHOOL RECEIVES PUBLIC FUNDING FOR STUDENTS TO ATTEND. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEES FROM GOVERNMENTAL SOURCES TO PROVIDE SCHOOL MEALS FOR QUALIFYING STUDENTS. THE ORGANIZATION ALSO RECEIVES GRANTS FROM THE GOVERNMENT TO FUND SCHOOL PROGRAMS DESIGNED TO PROVIDE ADDITIONAL SERVICES FOR STUDENTS IN NEED OF REMEDIATION, SPECIAL EDUCATION AND TUTORING. 1 X X X X X 0 0 0 0 0 0 0 0 0 DANIEL J RILEY TREASURER-NON VOTING 0 206930 0 26795 0 2904 0 14628 0 17771 0 269028 0 0 BETSY DELGADO VICE PRESIDENT 0 186125 0 22048 0 1256 0 13065 0 18723 0 241217 0 0 KENT KRAMER CEO OF GCSI 0 411204 0 44650 0 1824 0 16819 0 19093 0 493590 0 0 X 1 1046632 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GOODWILL") HAS A COMPENSATION COMMITTEE WITH RESPONSIBILITY TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER ("PRESIDENT") OF GOODWILL, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND/OR KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GOODWILL ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GOODWILL OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GOODWILL, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GOODWILL, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GOODWILL. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GOODWILL. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE EXPERT OUTSIDE CONSULTANTS, INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION AND IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN AND ENSURING THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN THAT, WHEN AGGREGATED WITH BASE SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. GOODWILL'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATION OF GOODWILL AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. THE EXECUTIVE MANAGEMENT TEAM IS COMPENSATED ONLY BY GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC., AND TAKES NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT TEAM ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE CORPORATE HEADQUARTERS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AUDITED ANNUALLY AS PART OF THE CONSOLIDATED FINANCIAL STATEMENT AUDIT OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. THE FINANCE AND AUDIT COMMITTEE OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. MEETS WITH AUDITORS DURING THE ANNUAL AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. THE FINANCE AND AUDIT COMMITTEE THEN MEETS WITH AUDITORS AFTER THE ANNUAL AUDIT TO APPROVE THE FINANCIAL STATEMENTS DRAFT. ONCE THE DRAFT IS APPROVED, THE FINAL AUDIT IS DISTRIBUTED TO ALL BOARD MEMBERS FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. EXCEL CENTERS LLC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 OPERATING CHARTER SCHOOLS IN 30695235 19659500 GOODWILL EDUCATION INITIATIVES INC INDIANAPOLIS METROPOLITAN HIGH SCHOOL LLC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 OPERATING A HIGH SCHOOL IN 3995924 2325271 GOODWILL EDUCATION INITIATIVES INC GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 SEE PART V IN 501(C)(3) LINE 7 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)(3) LINE 12A, I GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 0 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 237148440 SUPPORT OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA IN 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC C 67013 SCHEDULE R, PART II, COLUMN (B): EMPLOYMENT AND EDUCATION SERVICES FOR DISABLED AND DISADVANTAGED YOUTH AND ADULTS.