2020-01-20T08:56:04-06:00 2019-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2018-07-01 570564001 GOODWILL INDUSTRIES OF UPSTATEMIDLANDS SOUTH CAROLINA INC GOOD 8643510104 115 HAYWOOD RD GREENVILLE SC 29607 PATRICK MICHAELS CEO AND PRESIDENT 8643510104 2020-01-20 1 AMY BIBBY P00445891 8282542254 2020-01-20 24.241.144.70 2020-01-20 08:13:19 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 48FB394F9AA065459641371F168D9F2AFFFBB473 2018 2020-09-23 17:36:50Z PATRICK MICHAELS 115 HAYWOOD RD GREENVILLE SC 29607 81760322 0 X WWW.GOODWILLSC.ORG X 1973 SC JOB SEARCH ASSISTANCE, JOB TRAINING, JOB PLACEMENT AND LONG-TERM EMPLOYMENT 22 22 2117 72 0 0 29006454 29682427 10476795 11427785 65529 98772 10582164 9937220 50130942 51146204 844805 911819 0 0 30466301 32155210 241231 224874 428715 14469913 14098113 46022250 47390016 4108692 3756188 76835406 80413967 14752829 14539746 62082577 65874221 GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SC (GIUMSC) HELPS PEOPLE BECOME INDEPENDENT THROUGH EDUCATION AND TRAINING LEADING TO EMPLOYMENT. WE SERVE 16 COUNTIES IN THE UPSTATE AND MIDLANDS OF SOUTH CAROLINA. 0 0 34617204 15270353 IN THE 2018-2019 FISCAL YEAR, THE LARGEST EXPENSE AREA FOR GIUMSC WAS DONATED GOODS/RETAIL/ORGANIZATIONAL EMPLOYMENT SERVICES (OES). GIUMSC OPERATED 37 RETAIL STORES AND 47 DONATION CENTERS (MOST OF WHICH WERE LOCATED AT OUR RETAIL STORES). SALES FROM OUR RETAIL STORES CONTINUED TO BE THE PRIMARY SOURCE OF INCOME FOR GIUMSC (GROSS SALES $45,697,006), ENABLING US TO FULFILL OUR MISSION BY HELPING PLACE 13,037 PEOPLE INTO EMPLOYMENT IN THE 2018-2019 FISCAL YEAR. OUR RETAIL STORES PLAY A KEY ROLE IN OUR MISSION AS TRAINING SITES FOR OUR RETAIL CERTIFICATION PROGRAM. VIA OES, STORES ALSO EMPLOY MANY PEOPLE WITH BARRIERS TO EMPLOYMENT, ENABLING THEM TO SUPPORT THEIR FAMILIES, RECEIVE HEALTH AND RETIREMENT BENEFITS, GAIN SKILLS, AND ACCESS CAREER ADVANCEMENT OPPORTUNITIES. 8108709 911819 4783711 CAREER DEVELOPMENT SERVICES (CDS) WAS OUR SECOND LARGEST EXPENSE AREA. CDS OPERATED 28 GOODWILL JOB CONNECTION(SM) LOCATIONS ACROSS OUR 16-COUNTY SERVICE AREA. IN THE 2018-2019 FISCAL YEAR, OUR JOB CONNECTIONS PROVIDED RESUME DEVELOPMENT WORKSHOPS, JOB SEARCH AND PLACEMENT ASSISTANCE, COMPUTER TRAINING WORKSHOPS, REFERRALS TO OTHER AGENCY RESOURCES, JOB DEVELOPMENT WITH AREA EMPLOYERS, POSTING OF JOB FAIRS AND RECRUITMENT OPPORTUNITIES, JOB CANDIDATE PRE-SCREENING FOR EMPLOYERS, CRIMINAL BACKGROUND CHECKS AND REFERRALS TO GOODWILL TRAINING PROGRAMS. EACH OF THE 23,053 PEOPLE WHO VISITED ONE OF OUR GOODWILLS RECEIVED AT LEAST ONE (AND GENERALLY MORE) SERVICE THAT WE PROVIDE. GOODWILL INDUSTRIES ALSO OFFERED SIX INDUSTRY-SPECIFIC, CERTIFICATED TRAINING PROGRAMS TO JOB SEEKERS. 1573484 1317692 CONTRACT SERVICES WAS OUR THIRD LARGEST EXPENSE AREA IN 2018-2019 AND HAD TWO BUSINESS AREAS: CUSTODIAL SERVICES AND SUB-ASSEMBLY. THE CUSTODIAL GROUP EMPLOYED 14 PEOPLE LAST YEAR AND PROVIDED CLEANING SERVICES FOR BUSINESSES, MUNICIPAL, COUNTY AND STATE GOVERNMENTS. SUB-ASSEMBLY HAD 5 EMPLOYEES. PROJECTS INCLUDED INSPECTIONS, FULFILLMENT AND PACKAGING FOR CLIENTS. OUR ASSOCIATES ARE A KEY PART OF OUR MISSION. AS PART OF THIS COMMITMENT, WE OFFER ORGANIZATIONAL EMPLOYMENT SERVICES (OES) FOR THEM SUCH AS HEALTH INSURANCE, RETIREMENT BENEFITS, JOB TRAINING, AND THE OPPORTUNITY TO BE PROMOTED. 44299397 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 124 0 1 2117 1 0 0 0 0 0 1 1 0 1 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X STEPHANIE ESTRADA 8643510104 115 HAYWOOD RD GREENVILLE SC 29607 ROBBIE ROBINSON CHAIR (BEGIN 2019) 1.00 X X 0 0 0 CHIP HUNT CHAIR (THRU 2018) 1.00 X X 0 0 0 TONY BELL VICE-CHAIR (BEGIN 2019) 1.00 X X 0 0 0 JEROD MANN SECRETARY 1.00 X X 0 0 0 MICHELLE EDWARDS TREASURER 1.00 X X 0 0 0 ROBERT BARNETT BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELE BRINN BOARD MEMBER 1.00 X 0 0 0 RICK COTHRAN BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 RHONDA COX BOARD MEMBER 1.00 X 0 0 0 JACQUI DIMAGGIO BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 LYNN FINLEY BOARD MEMBER (ROTATED ON) 1.00 1.00 X 0 0 0 JENNY GONZALEZ BOARD MEMBER 1.00 1.00 X 0 0 0 TAMMIE GREENE BOARD MEMBER (ROTATED ON) 1.00 1.00 X 0 0 0 JULIO HERNANDEZ BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 CINDY HOPKINS BOARD MEMBER 1.00 X 0 0 0 LACRYSTAL JACKSON BOARD MEMBER (ROTATED ON) 1.00 1.00 X 0 0 0 KIM MANN BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 SHARON RAY BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 RONALD RHAMES BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 NANCY RICE BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 BURKE ROYSTER BOARD MEMBER 1.00 X 0 0 0 CHARLES WEATHERS BOARD MEMBER 1.00 X 0 0 0 DANIELLE GIBBS BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 STEVE MALLET BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 ADELA MENDOZA BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 PATRICK MICHAELS CEO AND PRESIDENT 50.00 1.00 X 381839 0 26925 STEPHANIE ESTRADA VP - FINANCE 40.00 1.00 X 158681 0 41007 MIKE ADAMS VP - BUSINESS DEV./GOV. RE 40.00 5.00 X 142742 0 13667 DOUG NEWSOME VP - SUPPORT SERVICES (THRU APRIL) 40.00 5.00 X 144205 0 39862 DARREN WRIGHT VP - CDS 40.00 X 159600 0 41200 RACHEL PUTNAM VP - HUMAN RESOURCES 40.00 X 140917 0 22076 ANTHONY BARTHELEMY VP - RETAIL 40.00 X 111787 0 22727 1239771 0 207464 7 0 1 0 SHERMAN CONSTRUCTION CO INC 1330 PIEDMONT HWY PIEDMONT SC 29673 CONSTRUCTION 2600371 RIGGS PARTNERS 750 MEETING STREET WEST COLUMBIA SC 29169 ADVERTISING 541744 HOOD CONSTRUCTION COMPANY 1050 SHOP ROAD STE A COLUMBIA SC 29201 CONSTRUCTION 529507 TBA PROPERTIES LLC 719 N DUNCON BY-PASS UNION SC 29379 CONSTRUCTION/RENT 424460 CERIDIAN 3311 EAST OLD SHAKPEE RD MINNEAPOLIS MN 55425 PAYROLL/HRIS SYSTEM 327126 32 91524 29590903 29218107 29682427 VEHICLE AND SALVAGE SALES 453310 5326382 5326382 CAREER DEVELOPMENT 561300 4783711 4783711 CONTRACT SERVICES 561720 1317692 1317692 11427785 104657 104657 5885 -5885 -5885 -5885 72300 91524 188629 -116329 -116329 40363575 30419604 9943971 9943971 MISCELLANEOUS REVENUE 900099 109578 109578 109578 51146204 21371756 0 92021 401166 401166 510653 510653 540520 540520 24362268 23064355 1150082 147831 543183 469431 69358 4394 4816059 4664138 140994 10927 1893180 1774745 107777 10658 98053 3478 94575 533722 528993 4078 651 224874 224874 345038 306477 38561 567916 548327 8064 11525 3542515 3253955 282525 6035 3947035 3936822 10213 300751 230254 64122 6375 73913 45782 26203 1928 356089 346022 10067 2683242 2657448 25794 234145 177202 56943 SUPPLIES 1209879 1187055 19307 3517 MISCELLANEOUS EXPENSE 167268 167268 SPECIAL EVENTS 38547 25826 12721 0 47390016 44299397 2661904 428715 6219673 5799527 6478305 6582962 218591 250397 1285165 835133 2684000 2749638 293584 274377 84895942 21084073 59542387 63811869 170256 170256 -56555 -60192 76835406 80413967 2663221 3294512 53047 84144 71231 36613 7548704 6365258 4371952 4750001 44674 9218 14752829 14539746 X 61491842 65623824 590735 250397 62082577 65874221 76835406 80413967 X 3756188 35456 X X 0 1 X 1 1 1 X 26431049 28816134 27946789 29006454 29682427 141882853 26431049 28816134 27946789 29006454 29682427 141882853 141882853 9424 57832 23283 57529 104657 252725 49854 114198 104366 242215 181878 692511 142828089 193362330 0.99340 0.99490 X 14341923 14341923 43053881 13532262 29521619 10855052 3411851 7443201 11330741 3561364 7769377 5314345 578596 4735749 63811869 OBLIGATION UNDER INTEREST RATE SWAP 9218 9218 X 82127677 337784 30643689 30981473 51146204 0 51146204 78336033 337784 30608233 30946017 47390016 0 47390016 PART X, LINE 2: THE ORGANIZATION HAS OBTAINED NONPROFIT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS EXEMPT FROM INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 35,456. COST OF GOODS SOLD 30,419,604. SPECIAL EVENT EXPENSE 188,629. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISING INCLUDED IN COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 30,419,604. SPECIAL EVENT EXPENSE 188,629. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISING INCLUDED IN COST OF GOODS SOLD X X 0 NATIONAL CHARITY CARS PO BOX 90967 WASHINGTON DC 20090 AUTO SALES 0 314335 193824 120511 SMOAK PUBLIC RELATIONS 105 NORTH SPRING STREET SUITE 111 GREENVILLE SC 29601 RECOGNITION EVENT MANAGEMENT 0 0 16050 -16050 THE CAMPBELL GROUP 105 GINGER LANE TAYLORS SC 29687 DIRECT MAIL 0 0 15000 -15000 314335 224874 89461 SC CHAMPIONS TRIBUTE 72300 72300 22577 26341 99187 BRIDGEBUILDERS BREAKFAST 91524 91524 1575 5175 33774 163824 91524 72300 24152 31516 132961 188629 -116329 1 GOODWILL INDUSTRIES OF LOWER SOUTH CAROLINA INC 2150 EAGLE DRIVE BLDG 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 401166 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM SUB RECIPIENT 1 MILESTONE INCENTIVES, TRANSPORTATION, & TUITION FOR JOB SPECIFIC TRAINING 634 231124 279529 FMV TUITION PAID FOR PARTICIPANTS TO ATTEND CLASSES PART I, LINE 2: EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER WHO IS RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS SPECIFIED BY THE GRANT AWARD. GIUMSC DRAWS AND DISBURSES THE GRANT FUNDS ACCORDING TO SPECIFICATIONS OF THE GRANT AGREEMENT. ALL GRANT AWARDS ARE ASSIGNED A UNIQUE COST CENTER IN THE GENERAL LEDGER SYSTEM. GIUMSC ALSO MAKES PERIODIC REPORTS TO THE FUNDING SOURCE AS REQUIRED BY THE GRANT AGREEMENT. GIUMSC ACCOUNTING STAFF REVIEW GRANT FINANCIAL REPORTS AND BUDGETS WITH PROGRAM MANAGERS ON A MONTHLY BASIS. INCENTIVES ARE EARNED BY PARTICIPANTS ONCE CERTAIN MILESTONES ARE REACHED WITHIN EACH PROGRAM. WHEN GIUMSC MAKES SUBAWARDS, AN AGREEMENT IS SIGNED BETWEEN GIUMSC AND THE SUBRECIPIENT. THE AGREEMENT SPECIFIES ALL OF THE REQUIREMENTS OF THE ORIGINAL AWARD AND THE REPORTING REQUIREMENTS OF THE SUBRECIPIENT TO GIUMSC. MONTHLY REPORTS ARE RECEIVED FROM SUBRECIPIENTS, REVIEWED, AND ENTERED INTO THE GENERAL LEDGER SYSTEM WHEN APPROVED. GIUMSC MAKES MONITORING VISITS TO THE SUBRECIPIENTS ANNUALLY TO REVIEW THE PROGRAM OUTCOMES AND FINANCIAL RECORDING OF PROGRAM EXPENDITURES. X X X X X 0 0 0 0 0 1 0 0 0 PATRICK MICHAELS CEO AND PRESIDENT 286748 0 95091 0 0 0 18500 0 8425 0 408764 0 0 0 STEPHANIE ESTRADA VP - FINANCE 144688 0 13993 0 0 0 15025 0 25982 0 199688 0 0 0 MIKE ADAMS VP - BUSINESS DEV./GOV. RE 122348 0 20394 0 0 0 12885 0 782 0 156409 0 0 0 DOUG NEWSOME VP - SUPPORT SERVICES (THRU APRIL) 128137 0 16068 0 0 0 13729 0 26133 0 184067 0 0 0 DARREN WRIGHT VP - CDS 133932 0 25668 0 0 0 15067 0 26133 0 200800 0 0 0 RACHEL PUTNAM VP - HUMAN RESOURCES 117750 0 23167 0 0 0 12828 0 9248 0 162993 0 0 0 PART I, LINE 6 IF A MEMBER OF SENIOR STAFF (DIRECTORS AND ABOVE) MEETS SPECIFIC CRITERIA, THEY BECOME ELIGIBLE FOR VARIABLE COMPENSATION. HOWEVER, FOR THE INDIVIDUAL TO BE ELIGIBLE, THE ORGANIZATION MUST FIRST MEET AGGRESSIVE GOALS SET FORTH IN THE BUSINESS PLAN, WHICH INCLUDE: 1. PLACEMENT OF PERSONS INTO EMPLOYMENT 2. ATTAINMENT OF PLACEMENT RATE GOAL 3. COMPLETION OF DEPARTMENTAL OBJECTIVES FOR THE FISCAL YEAR 4. ACHIEVEMENT OF NET EARNINGS GOAL A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 2014-08-29 9530000 REFUND 2006 ISSUE 0 0 0 A 3186243 9530000 9530000 2007 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 TD BANK 5.000000000000 0 0 0 0 0 A 0 X 29368092 FMV X 549 314335 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE OFFICERS OF THE CORPORATION NAMED IN ARTICLE V OF THESE BYLAWS, THE CHAIR OF EACH COMMITTEE THEN IN EXISTENCE, AND SUCH ADDITIONAL DIRECTORS APPOINTED BY THE NOMINATING COMMITTEE, SHALL SERVE AS THE MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD. AT ANY EXECUTIVE COMMITTEE MEETING WHERE A DECISION IS MADE, THE PRESIDENT SHALL REPORT SUCH DECISION TO THE BOARD OF DIRECTORS AT ITS NEXT REGULARLY SCHEDULED MEETING. THE EXECUTIVE COMMITTEE WILL NOT HAVE THE AUTHORITY TO PURCHSE OR SELL REAL ESTATE OR BORROW MONEY IN THE NAME OF THE CORPORATION. THE EXECUTIVE COMMITTEE IS ALSO SUBJECT TO THE CONTROL AND DIRECTION OF THE FULL BOARD AND WILL LIMIT ITS DECISION MAKING TO ONLY THOSE REQUIRED BY THESE BYLAWS, ITS BOARD-APPROVED COMMITTEE CHARTER OR THOSE DECISIONS WHICH DUE TO THE NECESSITY OF TIME CANNOT BE MADE BY THE BOARD OF DIRECTORS AT A GENERAL OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE FINANCE AND AUDIT COMMITTEE FOR APPROVAL. THE FORM IS ALSO REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW THE POLICY AND ARE REQUIRED TO SIGN ANNUALLY. IF A MEMBER HAS A CONFLICT OF INTEREST, THEY DO NOT PARTICIPATE DURING THE DISCUSSION OF, OR THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. DUE DILIGENCE IS EXERCISED IN ALL POSSIBLE CONFLICT OF INTEREST TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 CEO DETERMINES COMPENSATION BASED ON COMPARABLES TO OTHER GOODWILL ORGANIZATIONS, NON-PROFITS & FOR PROFIT PEER ORGANIZATIONS, AND COMPANY POLICY. THE ORGANIZATION ENGAGES A THIRD PARTY TO DO A SALARY SURVEY AT LEAST EVERY THREE YEARS TO HELP DETERMINE APPROPRIATE COMPENSATION. THE BOARD APPROVES THE POOL OF FUNDS TO BE MADE AVAILABLE FOR ANNUAL MERIT BASED INCREASES. THE BOARD USES THIS SAME POLICY TO EVALUATE THE CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE SPECIFICALLY REVIEWS THE COMPENSATION OF EACH EMPLOYEE WHO EARNS AT LEAST $120,000. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES THE FORM 990 ON ITS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE CURRENT ANNUAL REPORT AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP 35,456. PART XII LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SC VOCATIONS AND INDIVIDUAL ADVANCEMENT 115 HAYWOOD RD GREENVILLE SC 29607 270937694 WORK OPPORTUNITIES FOR PEOPLE WITH DISABLITIES SC 501(C)(3) LINE 10 GOODWILL INDUSTRIES OF UPSTATEMIDLANDS OF SC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 SC VOCATIONS AND INDIVIDUAL ADVANCEMENT L 60192 FMV PART II, RELATED TAX-EXEMPT ORGANIZATIONS: SUPPLEMENTAL INFORMATION GOODWILL INDUSTRIES OF THE UPSTATE/MIDLANDS SOUTH CAROLINA, INC. PROVIDES A RANGE OF BUSINESS SERVICES TO SC VOCATIONS AND INDIVIDUAL ADVANCEMENT TO ALLOW THIS RELATED ORGANIZATION TO FUNCTION AS EFFICIENTLY AS POSSIBLE. THIS INCLUDES ACCOUNTING, HUMAN RESOURCES, BUSINESS DEVELOPMENT, SENIOR MANAGEMENT, AND BOARD OVERSIGHT. THIS ASSISTANCE IS PROVIDED AT NO CHARGE TO THE RELATED ORGANIZATION.