2021-06-11T10:40:48-05:00 2020-12-31 366055558 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2020-01-01 392040239 GOODWILL RETAIL SERVICES INC GOOD 4148474200 5400 SOUTH 60TH STREET GREENDALE WI 53129 JEFFREY DOCALAVICH CFO 4148474200 2021-06-11 1 JEFFREY DOCALAVICH 999009999 MICHELLE L WEBER P00556798 4142898200 2021-06-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JACQUELINE HALLBERG 5400 SOUTH 60TH STREET GREENDALE WI 53129 135394739 0 X WWW.GOODWILLSEW.COM X 2001 WI PROVIDES TRAINING, EMPLOYMENT & SUPPORTIVE SERVICES TO PEOPLE WITH DISABILITIES OR DISADVANTAGES. 5 5 6362 11 0 0 124533832 116951095 0 0 -53330 30774 46742210 17822670 171222712 134804539 28059123 0 0 0 75884878 68159725 0 0 0 72947072 65604951 176891073 133764676 -5668361 1039863 123036172 136418129 92660692 106668992 30375480 29749137 X GOODWILL RETAIL SERVICES, INC. ("GOODWILL RETAIL") IS A NONSTOCK, NOT-FOR-PROFIT WISCONSIN CORPORATION, WHOSE SOLE MEMBER IS GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL"), A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH (CONTINUED ON SCHEDULE O) 0 1 0 0 0 GOODWILL RETAIL SERVICES, INC. ("GOODWILL RETAIL") PROVIDES A SOURCE OF INCOME TO PROMOTE THE CHARITABLE MISSION OF ITS PARENT CORPORATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., INCLUDING THAT ORGANIZATION'S NUMEROUS PROGRAMS FOR PROVIDING TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. GOODWILL RETAIL OPERATED 70 STORES DURING 2020, PROVIDING EMPLOYMENT OPPORTUNITIES AND REVENUE TO FURTHER GOODWILL'S MISSION. GOODWILL RETAIL PROVIDES WORK OPPORTUNITIES FOR LOCAL RESIDENTS, MANY OF WHOM HAVE A OF BARRIER TO EMPLOYMENT - AT THE END OF 2020, OVER 3,300 PEOPLE WERE EMPLOYED. ALL EMPLOYEES LEARN ABOUT THE (CONTINUED ON SCHEDULE O) RETAIL SERVICES BUSINESS AND RECEIVE JOB TRAINING IN ADDITION TO TRAINING ON TOPICS SUCH AS GOODWILL'S MISSION, CUSTOMER SERVICE, AND SAFETY. GOODWILL RETAIL'S STORE AND DONATION CENTERS PROVIDE A CONVENIENT PLACE FOR PEOPLE TO DONATE PREVIOUSLY-OWNED GOODS. DURING 2020, GOODWILL RETAIL RECORDED OVER 3.5 MILLION DONOR TRANSACTIONS OF HOUSEHOLD ITEMS FROM INDIVIDUALS IN THE COMMUNITIES SERVED. THOSE DONATED ITEMS ARE PROCESSED BY GOODWILL RETAIL EMPLOYEES AND SOLD TO THE GENERAL PUBLIC AT AFFORDABLE PRICES IN GOODWILL RETAIL STORES. IN KEEPING WITH GOODWILL'S RE-USE/RECYCLE PHILOSOPHY, GOODWILL RETAIL MAKES AN EFFORT TO MAXIMIZE THE USEFULNESS OF EVERY ITEM DONATED TO GOODWILL. GOODWILL RETAIL OPERATES AN OUTLET STORE, WHICH SELLS UNSOLD ITEMS FROM STORE AND DONATION CENTERS, GIVING THEM ONE LAST CHANCE FOR THE PUBLIC TO PURCHASE. ITEMS THAT ARE NOT SOLD THROUGH GOODWILL RETAIL STORES ARE GENERALLY IN POOR CONDITION (FOR EXAMPLE, TORN, STAINED, OR WITH BROKEN ZIPPERS). THOSE ITEMS ARE SOLD EITHER TO RECYCLERS OR TO FOREIGN MARKETS, THEREBY GENERATING ADDITIONAL INCOME TO SUPPORT GOODWILL'S MISSION-BASED PROGRAMS AND REDUCING THE AMOUNT OF WASTE THAT OTHERWISE WOULD BE LANDFILLED. IN 2020, GOODWILL DIVERTED ALMOST 140 MILLION POUNDS OF MATERIAL FROM LANDFILLS. GOODWILL RETAIL ACTIVELY PARTICIPATES IN PUBLIC ASSISTANCE PROGRAMS WITH VARIOUS GOVERNMENTAL AND OTHER NOT-FOR-PROFIT ORGANIZATIONS TO DISTRIBUTE DONATED GOODS TO PERSONS IN NEED. AT EVERY GOODWILL STORE IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS, PERSONS IN NEED IN THESE PROGRAMS CAN EXCHANGE VOUCHERS FOR USEFUL MERCHANDISE AT NO COST. IN 2020, GOODWILL RETAIL PARTNERED WITH LOCAL HUMAN SERVICE AGENCIES TO PROVIDE WORK OPPORTUNITIES FOR OVER 70 INDIVIDUALS WITH DISABILITIES. GOODWILL RETAIL WORKED WITH THE BOYS & GIRLS CLUBS OF MILWAUKEE AND CHICAGO TO PROVIDE INTERNSHIPS TO YOUTH SERVED BY THE CLUBS, AND JOB FAIRS ALSO LED TO THE HIRING OF SEVERAL YOUTH INTO GOODWILL RETAIL JOBS. GOODWILL RETAIL DEMONSTRATES ITS COMMITMENT TO TRAINING AND SUPPORT FOR EMPLOYEE DEVELOPMENT BY PROVIDING FORKLIFT TRAINING TO EMPLOYEES AND A CAREER PATH PROGRAM. THE CAREER PATH PROGRAM HAS A DEFINED AND FOCUSED CAREER DEVELOPMENT TRACK THAT OFFERS EMPLOYEES THE CHANCE TO LEARN, GROW, AND ADVANCE AS RETAIL LEADERS.GOODWILL RETAIL ALSO PROVIDES WORKFORCE DEVELOPMENT AND TRAINING OPPORTUNITIES AS WELL AS SUPPORTIVE SERVICES TO ITS EMPLOYEES TO HELP THEM NAVIGATE BARRIERS TO THEIR SUCCESS AND CONNECT THEM WITH AVAILABLE COMMUNITY RESOURCES. THE GOODWILL WAY GUIDE PROGRAM IS AN ELEMENT OF RETAIL SERVICE'S EMPLOYEE EXPERIENCE SUPPORT NETWORK. IT PROVIDES EMPLOYEES WITH ACCESS TO AND HELP NAVIGATING RESOURCES FOR A VARIETY OF NEEDS INCLUDING TRANSPORTATION, HOUSING, FOOD, FINANCES, MENTAL HEALTH, AND MORE.FORM 990, PART V, LINE 2ANUMBER OF EMPLOYEES ON FORM W-3THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE GOODWILL IS THE COMMON PAYMASTER FOR GOODWILL RETAIL, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR GOODWILL RETAIL. 0 0 0 0 0 0 1 0 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 87 0 1 6362 1 0 0 0 0 0 0 1 2 0 0 1 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X LISA HEIDER 4148474200 5400 SOUTH 60TH STREET GREENDALE WI 53129 X JACQUELINE HALLBERG PRESIDENT & CEO 8.00 44.00 X 0 689639 39343 STEVEN LOOS ASST. SECRETARY - THRU 5/2020; CRO 44.00 8.00 X 340440 0 31968 JEFFREY DOCALAVICH ASST. TREASURER 8.00 44.00 X 0 329827 18320 SCOTT DEXTER SENIOR VICE PRESIDENT 40.00 0.00 X 264920 0 30568 SHAWN MCCOURT VICE PRESIDENT 40.00 0.00 X 206980 0 25683 DAN MICHAEL VICE PRESIDENT 40.00 0.00 X 206889 0 25106 BILLIE TORRENTT FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 122264 59385 3615 BASIL BUCHKO ASST. SECRETARY - AS OF 5/2020 8.00 44.00 X 0 171028 9737 JAMES TIPTON DIRECTOR 40.00 0.00 X 126304 0 22739 JULIE DEMING DIRECTOR 40.00 0.00 X 132183 0 15921 THOMAS RICHTMAN CHAIR 1.00 2.00 X X 0 0 0 ROBERT KLUG VICE-CHAIR 1.00 3.00 X X 0 0 0 THOMAS SAVAGE SECRETARY 1.00 3.00 X X 0 0 0 IRENE SUDAC TREASURER 1.00 4.00 X X 0 0 0 JACQUELINE BOWLES DIRECTOR 1.00 2.00 X 0 0 0 1399980 1249879 223000 14 1 1 0 ZIZZO GROUP ADVERTISING 207 N MILWAUKEE STREET MILWAUKEE WI 53202 MARKETING 724520 ONE STOP MAILING 601 REGENCY DRIVE GLENDALE HEIGHTS IL 60139 SHIPPING SERVICE 635873 ENDICIA 323 N MATHILDA AVENUE SUNNYWALE CA 94085 SHIPPING SERVICE 495000 MARTIN PETERSON CO INC 9800 55TH STREET KENOSHA WI 53144 MECHANICAL SERVICE 395225 EXPRESS SERVICES INC PO BOX 203901 DALLAS TX 753203901 TEMPORARY STAFFING 296514 11 116951095 115983362 116951095 27356 27356 3418 0 3418 3418 3418 16105465 590200 15515265 15515265 ECOMMERCE SHIPPING 900099 1868112 1868112 ACQUIRED CASH RECEIPTS 900099 278470 278470 VENDING SERVICE 900099 67263 67263 93560 93560 2307405 134804539 0 0 17853444 372408 372408 131281 131281 58452668 58452668 719104 719104 6384860 6384860 2099404 2099404 51954 51954 6183638 6183638 7048192 7048192 322151 322151 26482862 26482862 1417194 1417194 28929 28929 37118 37118 9836084 9836084 653604 653604 ALLOCATED MGMT. FEES 12245732 12245732 ALLOCATED OCCUPANCY 1297493 1297493 133764676 0 133764676 0 0 0 4211564 17045814 0 0 739668 830942 0 0 0 0 0 0 9534318 10194984 1140509 610170 78142797 52215359 28927996 25927438 0 0 0 0 0 0 0 0 78482117 81808781 123036172 136418129 9507080 11813632 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83153612 94855360 92660692 106668992 X 30375480 29749137 30375480 29749137 123036172 136418129 X 1039863 -1666206 X 0 1 X 1 0 X X 1 GOODWILL INDUSTRIES OF SE WI INC 390808491 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 49286712 30268951 19017761 28195953 21946408 6249545 660132 660132 25927438 ROU ASSETS 81808781 81808781 OPERATING LEASE LIABILITY 86424733 DUE TO AFFILIATED GOODWILLS 8430627 94855360 X 253071360 118266821 118266821 134804539 0 134804539 251365694 118098123 118098123 133267571 497105 497105 133764676 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, 2020 AND 2019, 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 2017 THROUGH 2020. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2016 THROUGH 2020. GOODWILL HAD NOT HISTORICALLY FILED ANY UNRELATED BUSINESS INCOME TAX RETURNS BUT FILED IN 2018 FOR FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. DUE TO TAX REFORM LEGISLATION, THESE INCOME TAX RETURNS HAVE BEEN AMENDED AND THE ORGANIZATION DOES NOT PLAN TO FILE FOR 2020 OR 2019, EXCEPT IN WISCONSIN. TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON REVENUE STATEMENT 590,200. IN-KIND CONTRIBUTION RECOGNIZED FOR BOOK PURPOSES AT RETAIL VALUE 115,175,914. RESERVE ADJUSTMENTS 168,698. PAYROLL TAX CREDIT ALLOCATION 2,332,009. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON REVENUE STATEMENT 590,200. IN-KIND CONTRIBUTION RECOGNIZED FOR BOOK PURPOSES AT RETAIL VALUE 115,175,914. PAYROLL TAX CREDIT ALLOCATION 2,332,009. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ALLOCATION 497,105. X X X X 1 0 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 0 495995 0 181927 0 11717 0 22050 0 17293 0 728982 0 0 STEVEN LOOS ASST. SECRETARY - THRU 5/2020; CRO 283985 0 55051 0 1404 0 13200 0 18768 0 372408 0 0 0 JEFFREY DOCALAVICH ASST. TREASURER 0 303508 0 25515 0 804 0 0 0 18320 0 348147 0 0 SCOTT DEXTER SENIOR VICE PRESIDENT 205473 0 50050 0 9397 0 10716 0 19852 0 295488 0 0 0 SHAWN MCCOURT VICE PRESIDENT 147127 0 39250 0 20603 0 8165 0 17518 0 232663 0 0 0 DAN MICHAEL VICE PRESIDENT 166271 0 39250 0 1368 0 8150 0 16956 0 231995 0 0 0 BILLIE TORRENTT FORMER CHIEF OPERATING OFFICER 414 201 36302 17632 85548 41552 2433 1182 0 0 124697 60567 0 0 BASIL BUCHKO ASST. SECRETARY - AS OF 5/2020 0 167789 0 3000 0 239 0 0 0 9737 0 180765 0 0 PART I, LINE 4A SEVERANCE PAYMENT AN INDIVIDUAL LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2020. 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, LINE 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 RESOURCE AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. X 2774130 NET SELLING PRICE X 112959240 NET SELLING PRICE X 79 44459 NET SELLING PRICE X OTHER 9415629 205533 NET SELLING PRICE 2 0 1 1 PART I, COLUMN (B): NON-CASH CONTRIBUTIONS THE AMOUNT LISTED IN COLUMN B IS AN ESTIMATED NUMBER OF ITEMS CONTRIBUTED AS DETERMINED BY AVERAGE SALES DOLLAR ANALYSIS. SCHEDULE M, PART I, LINE 32B: USE OF THIRD PARTIES TO SOLICIT, PROCESS OR SELL NON-CASH CONTRIBUTIONS GOODWILL RETAIL SERVICES, INC. USES A THIRD PARTY TO ASSIST WITH THE COLLECTION AND SALE OF USED VEHICLES. FORM 990, PART III, LINE 1 WITH 501(C)(3) STATUS. GOODWILL RETAIL SHARES THE MISSION OF ITS PARENT COMPANY, WHICH IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES OR 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. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT, EMPLOYMENT SERVICES, AND SUPPORTIVE SERVICES FOR INDIVIDUALS IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS WHO HAVE DISABILITIES OR ARE DISADVANTAGED 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. 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 IN ORDER TO HELP PREPARE INDIVIDUALS FOR EMPLOYMENT AND PLACE THEM IN JOBS BOTH IN THE COMMUNITY AND WITHIN GOODWILL'S OWN OPERATIONS. GOODWILL HAS OPERATED RETAIL STORES TO PROMOTE ITS CHARITABLE MISSION FOR OVER 100 YEARS. THE RETAIL STORES WERE CREATED TO SELL DONATED ITEMS TO GENERATE WAGES AND TO PROVIDE JOB TRAINING AND EMPLOYMENT FOR IMMIGRANTS AND OTHERS WITH EMPLOYMENT BARRIERS AS WELL AS PERSONS WITH DISABILITIES, INCLUDING THOUSANDS OF RETURNING WORLD WAR I VETERANS. GOODWILL STORES CONTINUE TO ADVANCE THIS MISSION BY GENERATING REVENUES TO SUPPORT THE NUMEROUS WORK TRAINING PROGRAMS OFFERED BY GOODWILL. IN ADDITION, EMPLOYMENT AND JOB TRAINING OPPORTUNITIES ARE PROVIDED FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES. THE STORES SELL PRIMARILY CLOTHING AND HOUSEHOLD ITEMS, GENERALLY PREVIOUSLY-OWNED GOODS DONATED BY INDIVIDUALS. MERCHANDISE THAT DOES NOT SELL IS SOLD TO TEXTILE RECYCLERS OR THIRD-WORLD MARKETS. GOODWILL RETAIL OPERATES STORES AND DONATION CENTERS THROUGHOUT ITS TERRITORY AND PROMOTES ITS CHARITABLE OBJECTIVES BY PROVIDING: - A SOURCE OF INCOME TO PROMOTE THE CHARITABLE MISSION OF GOODWILL, INCLUDING THE ORGANIZATION'S NUMEROUS PROGRAMS FOR PROVIDING SKILL DEVELOPMENT AND EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. - STORES WHERE PEOPLE IN NEED CAN EXCHANGE VOUCHERS FOR USEFUL MERCHANDISE AT NO COST THROUGH PUBLIC ASSISTANCE PROGRAMS OR COMMUNITY REFERRALS. - A CONVENIENT PLACE FOR PEOPLE TO DONATE PREVIOUSLY-OWNED GOODS. - A RETAIL OUTLET FOR SALE OF DONATED MERCHANDISE TO THE GENERAL PUBLIC. - A SOURCE OF TEXTILES AND USED GOODS FOR RECYCLERS AND INDIVIDUALS IN FOREIGN COUNTRIES. - A METHOD TO REDUCE THE AMOUNT OF WASTE THAT OTHERWISE WOULD BE HAULED TO LANDFILLS. - JOB TRAINING AND EMPLOYMENT OPPORTUNITIES FOR LOCAL RESIDENTS WITH DISABILITIES OR DISADVANTAGES. - A PARTNERSHIP WITH LOCAL HUMAN SERVICES AGENCIES THAT ENABLES THEM TO PLACE PEOPLE RECEIVING SERVICES INTO WORK OPPORTUNITIES. - WORKFORCE DEVELOPMENT, TRAINING, AND SUPPORTIVE SERVICES THAT ARE AVAILABLE TO EMPLOYEES. FORM 990, PART III, LINE 3 DUE TO THE COVID PANDEMIC, GOODWILL RETAIL CLOSED ITS STORES, ECOMMERCE AND DONATIONS FOR APPROXIMATELY TWO MONTHS. AFTER REOPENING, THERE WERE OCCUPANCY RESTRICTIONS AND A REDUCTION OF HOURS. AS A RESULT OF THESE CHANGES, NO GRANT WAS PAID OUT TO THE SUPPORTED ORGANIZATION IN 2020. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS GOODWILL IS THE SOLE CORPORATE MEMBER OF GOODWILL RETAIL. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT GOVERNING BODY GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY ELECTS THE BOARD OF DIRECTORS OF GOODWILL RETAIL. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OR STOCKHOLDERS WHO MAY APPROVE DECISIONS GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY APPROVES THE ACTIONS OF GOODWILL RETAIL. 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 26, 2021 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM ON MAY 26, 2021. 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 REPORT, 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 XI, LINE 9: PAYROLL TAX CREDIT ALLOCATION -2,332,009. INTERCOMPANY ALLOCATION 497,105. RESERVE ADJUSTMENTS 168,698. PART VII COMPENSATION FROM A RELATED ORGANIZATION GOODWILL RETAIL DOES NOT DIRECTLY COMPENSATE ALL OF ITS OFFICERS, INCLUDING THOSE WHO SERVE IN BACK OFFICE ROLES LIKE FINANCE AND ACCOUNTING. THE FILING ORGANIZATION RELIES ON ITS PARENT ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., TO FACILITATE ITS COMPENSATION. THE COMPENSATION LISTED ON FORM 990, PART VII IS THE TOTAL COMPENSATION PAID BY THE PARENT ORGANIZATION TO MANAGE THE PARENT ORGANIZATION AND ITS RELATED ORGANIZATIONS, INCLUDING GOODWILL RETAIL. GOODWILL INDUSTRIES OF METRO CHICAGOINC 5400 SOUTH 60TH STREET GREENDALE WI 53129 364455490 HUMAN SERVICE IL 501(C)(3) LINE 7 GOODWILL SE WI 0 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 390808491 HUMAN SERVICE WI 501(C)(3) LINE 7 N/A 0 GOODWILL MANUFACTURING INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 352531359 HUMAN SERVICE WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 1 0 0