2020-06-01T12:38:59-05:00 2019-12-31 205949532 RICCI & COMPANY LLC 1030 18TH STREET NW ALBUQUERQUE NM 87104 990 2019-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 SHAUNA KASTLE PRESIDENT & CEO 5058816401 2020-06-01 1 MARIA MATONTI P01790899 5053380800 63.227.228.218 2020-06-01 10:49:01 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EA486A3F91AF06969BBA26ACFDD351BC6C02EF50 2019 2020-09-23 17:36:50Z SHAUNA KASTLE 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 24008577 0 X WWW.GOODWILLNM.ORG X 1941 NM TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. 13 13 1258 13 0 0 2927829 3414306 19123548 20382601 44042 -105637 119315 121026 22214734 23812296 453225 572560 0 0 12340509 12867259 0 0 55423 7441470 7869365 20235204 21309184 1979530 2503112 32740294 33374914 5446587 3578095 27293707 29796819 X GOODWILLS MISSION IS TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. GOODWILL'S VISION IS THAT NEW MEXICANS WILL HAVE THE OPPORTUNITY TO IMPROVE THEIR LIVES BY UTILIZING GOODWILL'S SERVICES AND PARTNERSHIPS. GOODWILL IS ABLE TO FULFULL ITS MISSION AND VISION BY OFFERING FREE SERVICES THROUGH 10 COMPHRENSIVE PROGRAMS. 0 0 18428699 572560 20188320 DURING 2019, GINM SERVED A TOTAL OF 19,574 INDIVIDUALS IN THESE PROGRAMS AND PLACED 1,638 OF THOSE INDIVIDUALS IN THE COMMUNITY. GINM ALSO PROVIDED EMPLOYMENT OPPORTUNITIES TO PROGRAM PARTICIPANTS IN ADDITION TO PROVIDING DIRECT FINANCIAL ASSISTANCE.GINM HAS RETAIL SITES AND PROGRAM STAFF IN ALBUQUERQUE, BERNALILLO, RIO RANCHO, LOS LUNAS, SANTA FE, GALLUP, FARMINGTON, ROSWELL AND CLOVIS AT WHICH DONATIONS OF NEW OR GENTLY USED ITEMS ARE ACCEPTED FROM THE PUBLIC. DONATIONS ARE PROCESSED AND SOLD IN GOODWILL STORES. ITEMS NOT SOLD ARE RECYCLED. REVENUE FROM STORES AND RECYCLING OPERATIONS FUND GOODWILL PROGRAMS AND SERVICES IN ALL 33 COUNTIES OF NEW MEXICO. SPECIFIC PROGRAMS AND SERVICES PROVIDED BY GINM INCLUDE THE FOLLOWING.* BRAIN INJURY CASE MANAGEMENT - A CRISIS-RELATED, SHORT TERM PROGRAM DESIGNED TO SERVE INDIVIDUALS WITH TRAUMATIC AND ACQUIRED BRAIN INJURIES BY ASSISTING PARTICIPANTS IN OBTAINING LONG-TERM SERVICES. ASSISTANCE INCLUDES, ASSISTIVE EQUIPMENT, INITIAL HOUSING COSTS, ENVIRONMENTAL MODIFICATIONS, RETROFIT OF AN AUTOMOBILE, HOMEMAKER SERVICES, RESPITE CARE, TRANSPORTATION TO RECEIVE BRAIN INJURY MEDICAL CARE, THERAPY SERVICES, PRESCRIPTION MEDICATIONS, LIFE SKILLS COACHING, SERVICE COORDINATION, CRISIS SUPPORT SERVICES, CASE MANAGEMENT, AND REFERRALS.* GATEWAY TO WORK A PERSONALIZED PATH TO SUCCESS THAT FOCUSES ON THOSE WHO ARE READY, WILLING AND COMMITTED TO JOINING THE WORKFORCE. THE GOAL OF THIS PROGRAM IS TO ASSIST PARTICIPANTS IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT. PARTICIPANTS WHO ENTER THE GATEWAY TO WORK PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A CAREER SPECIALIST. THEY WORK WITH THEIR CAREER SPECIALIST TO DISCOVER WHICH PATH THEY'D LIKE TO TAKE AND WHAT FIELD OF WORK THEY'D LIKE TO JOIN. FROM THERE THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL INCLUDING GOODJOBS, GOODSKILLS, AND TRIALWORKS.* GOODJOBS - DESIGNED TO HELP PEOPLE FIND LONG-TERM EMPLOYMENT IN THE COMMUNITY THAT MEETS THEIR NEEDS, ABILITIES AND INTERESTS. PROGRAM COMPONENTS INCLUDE JOB SEARCH SKILLS, RESUME WRITING, INTERVIEWING TECHNIQUES, EMPLOYER EXPECTATIONS, POST-EMPLOYMENT RETENTION SKILLS AND SUPPORT. * GOODSKILLS - COMPREHENSIVE JOB READINESS TRAINING, INCLUDING HIRING ESSENTIALS (E.G., CREATING A RESUME, INTERVIEWING SKILLS AND HOW TO APPLY FOR JOBS) AND COMPUTER BASICS (E.G., TRAINING IN MICROSOFT EXCEL AND MICROSOFT WORD). * HOMELESS VETERANS' REINTEGRATION PROGRAM - FOCUSES ON PLACING HOMELESS VETERANS' IN LONG-TERM EMPLOYMENT AND PROVIDING SOCIAL SERVICES. SERVICES PROVIDED INCLUDE CLASSROOM TRAINING, JOB SEARCH ACTIVITIES, JOB PREPARATION, SUBSIDIZED TRIAL EMPLOYMENT, ON-THE-JOB TRAINING, JOB PLACEMENT, PLACEMENT FOLLOW-UP SERVICES, VOCATIONAL COUNSELING, CASE MANAGEMENT, REFERRALS, AND HOUSING ASSISTANCE.* SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM - PROVIDES LOW-INCOME SENIORS 55+ WITH WORK EXPERIENCE AND TRAINING IN ORDER TO ASSIST THEM IN SECURING PERMANENT COMMUNITY BASED EMPLOYMENT. IN ADDITION TO SUBSIDIZED TRAINING OPPORTUNITIES, THE PROGRAM PROVIDES JOB DEVELOPMENT AND PLACEMENT, JOB CLUBS, POST-PLACEMENT SUPPORT, DIRECT SERVICES TO EMPLOYERS, AND REFERRALS.* SUPPORTIVE SERVICES FOR VETERAN FAMILIES - HELPS STABILIZE HOUSING FOR VERY-LOW INCOME VETERANS AND THEIR FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. UNDER THIS PROGRAM, GINM ASSISTS WITH MOVE-IN COSTS, RENT AND PAST DUE RENT, SECURITY DEPOSITS, MOVING/STORAGE, UTILITIES AND PAST DUE UTILITIES, UTILITY DEPOSITS, CHILD CARE, EMERGENCY SUPPLIES, CASE MANAGEMENT, COMMUNITY REFERRALS, ASSISTANCE WITH VA AND OTHER PUBLIC BENEFITS.* TRIALWORKS - TEMPORARY, PAID TRAINING IN RETAIL SKILLS (RECYCLING, FORKLIFT OPERATIONS, MATERIALS PROCESSING AND WAREHOUSING). PARTICIPANTS MUST BE ENROLLED IN ANOTHER GOODWILL PROGRAM BEFORE BEING ELIGIBLE TO ENTER INTO THE TRIALWORK PROGRAM. THIS PROGRAM PROVIDES JOB DEVELOPMENT, EDUCATION AND TRAINING AND JOB READINESS SKILLS.* VETERAN FAMILY SERVICES - A PROGRAM SPECIFIC TO VETERANS AND THEIR FAMILY MEMBERS THAT ASSISTS THEM IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT WHILE PROVIDING COMPREHENSIVE CASE MANAGEMENT SERVICES. PARTICIPANTS WHO ENTER THE VETERAN FAMILY SERVICES PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A CAREER SPECIALIST. THEY WORK WITH THEIR CAREER SPECIALIST TO DISCOVER WHICH PATH THEY'D LIKE TO TAKE AND WHAT FIELD OF WORK THEY'D LIKE TO JOIN. FROM THERE THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL INCLUDING GOODJOBS, GOODSKILLS, AND TRIALWORKS. 18428699 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 197 0 1 1258 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X CARLA DAVIS 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 STEPHEN BYRD CHAIRPERSON 1.00 X X 0 0 0 MARK PIKE FIRST VICE CHAIR 1.00 X X 0 0 0 GARY HELLMER PAST CHAIRMAN 1.00 X 0 0 0 MICHAEL RISING TREASURER 1.00 X X 0 0 0 ROBIN DOZIER OTTEN DIRECTOR 1.00 X 0 0 0 CHRIS CLEPPER SECRETARY 1.00 X X 0 0 0 JOHN BRISCOE DIRECTOR 1.00 X 0 0 0 JULIENNE V BROWN DIRECTOR 1.00 X 0 0 0 BILL FOCKE DIRECTOR 1.00 X 0 0 0 BOB FUREY DIRECTOR 1.00 X 0 0 0 STEPHEN INGRAM PAST CHAIRMAN 1.00 X 0 0 0 MOLLY CALVANI DIRECTOR 1.00 X 0 0 0 BRIAN MCMATH DIRECTOR 1.00 X 0 0 0 MARY BEST PRESIDENT/CEO 40.00 X 172381 0 21202 TOM DOWNEY OUTGOING CFO 40.00 X 6675 0 0 TERRY ARMSTRONG CHIEF SERVICES OFFICER 40.00 X 90166 0 347 SARA MARTIN CHIEF FINANCIAL OFFICER 40.00 X 76000 0 0 SHAUNA KASTLE VP OF OPERATIONS 40.00 X 166283 0 13167 JAMES WOOD GENERAL LEGAL COUNSEL 40.00 X 114396 0 17623 625901 0 52339 3 0 1 0 INSIGHT CONSTRUCTION PO BOX 6653 ALBUQUERQUE NM 87109 CONSTRUCTION 334773 LEVEL (3) COMMUNICATIONS LLC 3830 SINGER BLVD NE 2000 ALBUQUERQUE NM 87109 DATA HANDLING & STORAGE 252861 ELAVON INC TWO CONCOURSE PARKWAY STE 800 ATLANTA GA 30328 CONSTRUCTION 250381 REPOSADO LLC 1503 CENTRAL AVE NW SUITE 101 ALBUQUERQUE NM 87104 RENTAL/ LANDLORD 215132 CALDWELL MEDIA LLC 900 GOLDEN YARROW TRAIL BERNALILLO NM 87004 ADVERTISING 191792 17 1231 3218446 194629 600 3414306 RETAIL SALES 452000 16661246 16661246 SECONDARY MARKET 453310 2712657 2712657 SERVICES 561300 1004198 1004198 OTHER SALES REVENUE 453310 4500 4500 20382601 88644 88644 121026 0 121026 121026 121026 2000 196281 -194281 -194281 -194281 23812296 20188320 0 209670 572560 572560 345222 90166 255056 10729231 9790472 931929 6830 601513 471560 129953 1191293 1094237 97056 711 711 84472 2956 81516 459700 360396 99304 247165 1312 197260 48593 317975 233698 84277 2342695 2227206 115489 393718 385713 8005 227233 215334 11899 119582 46771 72811 151248 151248 1577057 1281517 295540 234012 196605 37407 PURCHASED GOODS 753846 753846 EQUIPMENT RENTAL/MAINTE 338475 201495 136980 BANK SERVICE CHARGES 324540 301709 22831 SUPPLIES 215066 186391 28675 81870 14044 67826 21309184 18428699 2825062 55423 6848874 7534732 3789487 3846507 423803 337967 115318 82583 1749385 2051876 291232 263940 33308945 14555530 19437862 18753415 27877 37128 56456 466766 32740294 33374914 1185528 1490969 24352 8188 4212576 2055203 24131 23735 5446587 3578095 X 27293707 29796819 27293707 29796819 32740294 33374914 2503112 0 X X 0 1 X 1 1 1 X 3186216 3144008 3078209 2927829 3414305 15750567 3186216 3144008 3078209 2927829 3414305 15750567 15750567 151110 139762 145152 170635 209670 816329 19487 21980 41467 16608363 91967621 0.94840 0.95260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4898329 4898329 22307305 10052752 12254553 4873349 3640500 1232849 1229962 862278 367684 18753415 OTHER LIABILITIES 23735 23735 X 23812296 0 23812296 0 23812296 21309184 0 21309184 0 21309184 PART X, LINE 2: FASB ASC 740 INCOME TAXES, ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, AN ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF AN ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE FISCAL YEARS ENDED DECEMBER 31, 2019 AND 2018. 1 SPECIAL ASSISTANCE 203 112429 0 FMV UTILITIES/CLOTHING/MEDICAL/FURNISHINGS RENTAL ASSISTANCE 330 460131 0 FMV RENTS PART I, LINE 2: GRANTS ARE PROVIDED TO INDIVIDUALS PRIMARILY ELIGIBLE UNDER THE SSVF FEDERAL PROGRAM, BUT IN LIMITED CASES, MAY BE PROVIDED UNDER OTHER PROGRAMS. ELIGIBILITY IS DETERMINED BY THE CASE MANAGER AND MUST FOLLOW THE FULL APPROVAL PROCESS TYPICAL FOR ALL GENERAL DISBURSEMENTS WITH MULTIPLE LEVELS OF SIGNOFF AND APPROPRIATE SEGREGATION OF DUTIES. X X X X X 0 0 0 0 0 0 0 0 0 MARY BEST PRESIDENT/CEO 160000 0 0 0 12381 0 5171 0 16031 0 193583 0 0 0 SHAUNA KASTLE VP OF OPERATIONS 125500 0 0 0 40783 0 1988 0 11179 0 179450 0 0 0 X SEE PART II NOTE X 1 600 COMPARABLE SALES 0 0 0 PART I, LINE 33: GOODWILL INDUSTRIES OF NEW MEXICO (GINM) RECEIVES GENEROUS DONATIONS OF CLOTHES, FURNITURE AND OTHER HOUSEHOLD ITEMS FROM THE PUBLIC. THESE ITEMS ARE SOLD IN RETAIL STORES, THE CLEARANCE CORNER AND GOODBUYS LOCATIONS. DONATIONS THAT ARE NOT SOLD OR THAT ARE NOT FIT FOR SALE ARE RECYCLED AS THIS PROVIDES THE GREATEST DOLLAR VALUE TO BE EXTRACTED WHILE PROVIDING TRAINING OPPORTUNITIES AND THE ABILITY FOR THE ORGANIZATION TO BE ENVIRONMENTALLY RESPONSIBLE. GINM DOES NOT RECORD THE REVENUE WHEN THE DONATIONS ARE RECEIVED - INSTEAD IT RECORDS REVENUES AS THE GOODS ARE SOLD OR RECYCLED. THESE REVENUES ARE REPORTED AS PROGRAM SERVICE REVENUES AND NOT AS NON-CASH CONTRIBUTIONS REVENUE IN PART VIII, LINE 1G OF FORM 990. GINM REPORTS THESE REVENUES IN THIS MANNER BECAUSE IT BELIEVES THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONATED ITEMS TO FULFILL ITS MISSION OF PROVIDING SKILL TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES TO NEW MEXICANS. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AS PROGRAM REVENUE AT THE TIME OF SALE IN THE STATEMENT OF REVENUES AND NOT AS NON-CASH DONATION REVENUE. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO PERFORM A PRELIMINARY REVIEW OF THE FORM 990 THEN THE FINAL DRAFT IS PRESENTED AND REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO WILL RECOMMEND ITS APPROVAL TO THE BOARD OF DIRECTORS. THE TAX RETURN IS THEN PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. BOARD MEMBERS RECEIVED THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO SIGN ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT CONFLICT OF INTEREST EXISTS, THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A WRITTEN COMPENSATION POLICY. THE POLICY REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, PERFORMANCE EVALUATION AND ONLINE NON-PROFIT COMPENSATION SURVEYS IN DETERMINING COMPENSATION. THE ORGANIZATION HAS A CORPORATE COMPLIANCE LIASON THAT REPORTS FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS UNDER THE AFOREMENTIONED POLICY. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AS WELL AS THE CEO'S PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. THE SALARIES OF THE OTHER OFFICERS ARE SET BY THE CEO PURSUANT TO THE AUTHORITY GRANTED TO THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATON PROVIDES THE FINANCIAL STATEMENTS AND THE PUBLIC INSPECTION COPY OF FORM 990 TO THE NM ATTORNEY GENERAL'S CHARITABLE ORGANIZATION DIVISION. GINM ALSO MAKES THE FORM 990, THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.