GOODWILL RETAIL SERVICES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL RETAIL SERVICES INC (EIN 39-2040239)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202001639349300115
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T08:59:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392040239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Retail Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA HEIDER | InCareOfNm |
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 4148474200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 South 60th Street | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY E DOCALAVICH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4148474200 | PhoneNum |
| Signature | 2020-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2020-06-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.1.17.95 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39529020201635000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9207773C35FA02FD42567487F14168B54B01071E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA61C8CC0AD4E24A6A7553AC575BEE2773A60CF2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jacqueline L Hallberg | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 South 60th Street | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $174,852,679 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.goodwillsew.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | GOODWILL PROVIDES TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 6994 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,922 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $117,152,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $124,533,832 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$873,963 | PYInvestmentIncomeAmt |
| CY Investment Income | -$53,330 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,105,513 | PYOtherRevenueAmt |
| CY Other Revenue | $46,742,210 | CYOtherRevenueAmt |
| PY Total Revenue | $161,383,755 | PYTotalRevenueAmt |
| CY Total Revenue | $171,222,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,685,152 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,059,123 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,660,951 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,884,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $66,570,753 | PYOtherExpensesAmt |
| CY Other Expenses | $72,947,072 | CYOtherExpensesAmt |
| PY Total Expenses | $158,916,856 | PYTotalExpensesAmt |
| CY Total Expenses | $176,891,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,466,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,668,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,415,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,036,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,772,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,660,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,643,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,375,480 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 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, 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 ORGANIZATIONS OWN OPERATIONS. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT, EMPLOYMENT SERVICES, AND SUPPORTIVE SERVICES F | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,059,123 | ExpenseAmt |
| Grant | $28,059,123 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 2019, PROVIDING EMPLOYMENT OPPORTUNITIES AND REVENUE TO FURTHER GOODWILL'S MISSION. GOODWILL RETAIL PROVIDES WORK OPPORTUNITIES FOR LOCAL RESIDENTS, MANY OF WHOM HAVE A BARRIER TO EMPLOYMENT - AT THE END OF 2019, OVER 3,500 PEOPLE WERE EMPLOYED. ALL EMPLOYEES LEARN ABOUT THE RETAIL SERVICES BUSINESS AND RECEIVE JOB TRAINING IN ADDITION TO TRAINING ON TOPICS SUCH AS GOODWILLS MISSION, CUSTOMER SERVICE, AND SAFETY. GOODWILL RETAILS STORE AND DONATION CENTERS PROVIDE A CONVENIENT PLACE FOR PEOPLE TO DONATE PREVIOUSLY-OWNED GOODS. DURING 2019, GOODWILL RETAIL RECORDED OVER 4.0 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 GOODWILLS RE-USE/RECYCLE PHILOSOPHY, GOODWILL RETAIL MAKES AN EFFORT TO MAXIMIZE THE USEFULNESS OF EVERY ITEM DONATED TO GOODWILL. IN JULY 2018, GOODWILL RETAIL OPENED ITS FIRST 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 GOODWILLS MISSION-BASED PROGRAMS AND REDUCING THE AMOUNT OF WASTE THAT OTHERWISE WOULD BE LANDFILLED. IN 2019, GOODWILL DIVERTED OVER 170 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 2019, GOODWILL RETAIL PARTNERED WITH LOCAL HUMAN SERVICE AGENCIES TO PROVIDE WORK OPPORTUNITIES FOR OVER 80 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. GOODWILL WAY GUIDES ARE AVAILABLE AT GOODWILL STORES TO SUPPORT THE NEEDS OF OUR EMPLOYEES WITH ISSUES AND CHALLENGES THEY FACE INSIDE AND OUTSIDE OF WORK, SUCH AS EDUCATIONAL GOALS, HOUSING, TRANSPORTATION, AND CHILDCARE. | Desc |
| Total Program Service Expenses | $28,059,123 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6994 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HEIDER | PersonNm |
| Phone | 4148474200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 SOUTH 60TH STREET | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Jacqueline L Hallberg | |||||||||
| President & CEO | 8.0 | 44.0 | Yes (X) | $0 | $649,295 | $38,757 | |||
| Billie Torrentt | |||||||||
| Chief Operating Officer | 35.0 | 17.0 | $249,293 | $121,086 | $38,952 | Yes (X) | |||
| Tamara T Jung | |||||||||
| Asst. Treasurer - Thru 8/19 | 8.0 | 44.0 | Yes (X) | $0 | $326,259 | $28,623 | |||
| Steven J Loos | |||||||||
| Asst. Secretary - as of 2/19 | 8.0 | 44.0 | Yes (X) | $0 | $289,475 | $40,152 | |||
| Scott Dexter | |||||||||
| Senior Vice President | 40.0 | 0.0 | $221,323 | $0 | $36,925 | Yes (X) | |||
| Shawn McCourt | |||||||||
| Vice President | 40.0 | 0.0 | $156,128 | $0 | $29,303 | Yes (X) | |||
| Dan Michael | |||||||||
| Vice President | 40.0 | 0.0 | $144,285 | $0 | $27,989 | Yes (X) | |||
| Julie Deming | |||||||||
| Director | 40.0 | 0.0 | $129,886 | $0 | $21,038 | Yes (X) | |||
| Peter Labonte | |||||||||
| Director | 40.0 | 0.0 | $115,822 | $0 | $21,110 | Yes (X) | |||
| Jeffrey E Docalavich | |||||||||
| Asst. Treasurer - As of 8/19 | 8.0 | 44.0 | Yes (X) | $0 | $97,649 | $5,122 | |||
| Jacqueline M Bowles | |||||||||
| Director | 1.0 | 2.0 | $0 | $0 | $0 | Yes (X) | |||
| Robert J Klug | |||||||||
| Vice-Chair | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas V Richtman | |||||||||
| Chair | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas R Savage | |||||||||
| Secretary | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Irene Sudac | |||||||||
| Treasurer - As of 2/19 | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,016,737 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,483,764 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,971 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONE STOP MAILING | |||||
| 601 Regency Drive | GLENDALE HEIGHTS | IL | 60139 | Shipping Service | $451,049 |
| EXPRESS SERVICES INC | |||||
| PO Box 203901 | DALLAS | TX | 753203901 | Temporary Staffing | $418,456 |
| MARTIN PETERSON CO INC | |||||
| 9800 55th Street | KENOSHA | WI | 53144 | Mechanical Service | $352,109 |
| BERENGARIA GW LLC | |||||
| 301 N Boradway Street Suite 300 | MILWAUKEE | WI | 53202 | Construction Service | $305,302 |
| PURE MECHANICAL LLC | |||||
| N8W22275 Johnson Drive | WAUKESHA | WI | 53186 | Mechanical Service | $275,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $124,533,832 | AllOtherContributionsAmt |
| Noncash Contributions | $123,115,100 | NoncashContributionsAmt |
| Total Contributions | $124,533,832 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,812 | TotalRevenueColumnAmt |
| Exclusion | $19,812 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $73,142 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$73,142 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$73,142 | TotalRevenueColumnAmt |
| Exclusion | -$73,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $47,929,692 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,556,825 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,372,867 | TotalRevenueColumnAmt |
| Exclusion | $44,372,867 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ECOMMERCE SHIPPING | 900099 | $1,679,111 | $0 | $0 | $1,679,111 |
| ACQUIRED CASH RECEIPTS | 900099 | $322,864 | $322,864 | ||
| VENDING SERVICE | 900099 | $173,946 | $0 | $0 | $173,946 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $193,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,369,343 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,222,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,688,880 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,059,123 | TotalAmt |
| Program Services | $28,059,123 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,650 | TotalAmt |
| Management And General | $10,650 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,695,530 | TotalAmt |
| Management And General | $61,695,530 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,175,328 | TotalAmt |
| Management And General | $2,175,328 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,337,731 | TotalAmt |
| Management And General | $7,337,731 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,665,639 | TotalAmt |
| Management And General | $4,665,639 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,337 | TotalAmt |
| Management And General | $109,337 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,611,294 | TotalAmt |
| Management And General | $7,611,294 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,361 | TotalAmt |
| Management And General | $1,633,361 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,299,925 | TotalAmt |
| Management And General | $6,299,925 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,706 | TotalAmt |
| Management And General | $371,706 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,711,974 | TotalAmt |
| Management And General | $24,711,974 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,890 | TotalAmt |
| Management And General | $1,558,890 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,436 | TotalAmt |
| Management And General | $78,436 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,936 | TotalAmt |
| Management And General | $33,936 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,972,638 | TotalAmt |
| Management And General | $9,972,638 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,759 | TotalAmt |
| Management And General | $603,759 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOCATED MANAGEMENT FEES | $17,101,055 | $0 | $17,101,055 | $0 |
| ALLOCATED OCCUPANCY | $2,860,761 | $0 | $2,860,761 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,891,073 | TotalAmt |
| Program Services | $28,059,123 | ProgramServicesAmt |
| Management And General | $148,831,950 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,520,815 | BOYAmt |
| EOY | $4,211,564 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,257 | BOYAmt |
| EOY | $739,668 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,903,925 | BOYAmt |
| EOY | $9,534,318 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,002 | BOYAmt |
| EOY | $1,140,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,579,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,651,937 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,141,916 | BOYAmt |
| EOY | $28,927,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $78,482,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,415,915 | BOYAmt |
| EOY | $123,036,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,291,033 | BOYAmt |
| EOY | $9,507,080 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,270 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,771 | BOYAmt |
| EOY | $83,153,612 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,772,074 | BOYAmt |
| EOY | $92,660,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,643,841 | BOYAmt |
| EOY | $30,375,480 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,643,841 | BOYAmt |
| EOY | $30,375,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,415,915 | BOYAmt |
| EOY | $123,036,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,668,361 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $400,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390808491 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $28,059,123 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $28,059,123 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | CONTROL OF DIRECTORS AND OFFICERS | FormAndLineReferenceDesc |
| Explanation | PART IV, SECTION C, LINE 1 ALL DIRECTORS OF GOODWILL RETAIL SERVICES, INC. ALSO SERVE ON THE BOARD OF ITS SUPPORTED ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ADDITIONALLY, THE FILING ORGANIZATION'S PRESIDENT, ASSISTANT TREASURER, AND ASSISTANT SECRETARY ALSO SERVE IN THOSE ROLES AT THE SUPPORTED ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,209,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,496,850 | DepreciationAmt |
| Book Value | $20,713,064 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,341,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,986,798 | DepreciationAmt |
| Book Value | $6,354,384 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,028,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,168,289 | DepreciationAmt |
| Book Value | $1,860,548 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,927,996 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU ASSETS | Desc |
| Book Value | $78,482,117 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $78,482,117 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $82,631,533 |
| DUE TO AFFILIATED GOODWILLS | $522,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,153,612 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $297,637,072 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $126,414,360 | OtherRevenueAmt |
| Revenue Not Reported | $126,414,360 | RevenueNotReportedAmt |
| Revenue Subtotal | $171,222,712 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $171,222,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $302,905,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $126,014,360 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $126,014,360 | ExpensesNotReportedAmt |
| Expenses Subtotal | $176,891,073 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $176,891,073 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LIABILITY FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES | PART X 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 FASB ISSUED GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATIONS 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, 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 2016 THROUGH 2019. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2015 THROUGH 2019. 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 WILL BE AMENDED AND THE ORGANIZATION DOES NOT PLAN TO FILE FOR 2019, EXCEPT IN WISCONSIN. TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. ON DECEMBER 22, 2017, TAX REFORM LEGISLATION COMMONLY KNOWN AS THE TAX CUTS AND JOBS ACT OF 2017 (THE ACT) WAS PASSED; RESULTING IN SIGNIFICANT MODIFICATIONS TO EXISTING TAX LAW. FURTHERMORE, ON DECEMBER 20, 2019, TAX REFORM LEGISLATION COMMONLY KNOWN AS THE TAXPAYER CERTAINTY AND DISASTER TAX RELIEF ACT WAS PASSED; RESULTING IN MODIFICATIONS TO EXISTING TAX LAW, PARTICULARLY REPEALING THE TAXATION OF TRANSPORTATION FRINGE BENEFITS ON EXEMPT EMPLOYERS. WHILE THERE WERE NO MATERIAL EFFECTS ON GOODWILLS FINANCIAL STATEMENTS AS A RESULT OF THE ACTS, MANAGEMENT CONTINUES TO EVALUATE THE IMPACT. |
| RECONCILIATION OF REVENUE | PART XI, LINE 2D COST OF GOODS SOLD INCLUDED ON REVENUE STATEMENT 3,556,825 IN-KIND CONTRIBUTIONS RECOGNIZED FOR BOOK PURPOSES AT RETAIL VALUE 122,457,535 Reserve Adjustments 400,000 ----------- TOTAL 126,414,360 |
| RECONCILIATION OF EXPENSE | PART XII, Line 2d COST OF GOODS SOLD INCLUDED ON REVENUE STATEMENT 3,556,825 IN-KIND CONTRIBUTIONS RECOGNIZED FOR BOOK PURPOSES AT RETAIL VALUE 122,457,535 ----------- TOTAL 126,014,360 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Southeastern WI Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 South 60th Street | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390808491 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $28,059,123 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Grant - See Form 990 Part III, Line 4A. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 GOODWILL RETAIL SERVICES, INC. IS A SUPPORTING ORGANIZATION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND ALL GRANTS ARE MONITORED BY MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacqueline L Hallberg | ||||||||||||||
| President & CEO | $0 | $486,708 | $0 | $151,344 | $0 | $11,243 | $0 | $21,650 | $0 | $17,107 | $0 | $688,052 | $0 | $0 |
| Tamara T Jung | ||||||||||||||
| Asst. Treasurer - Thru 8/19 | $0 | $257,991 | $0 | $67,400 | $0 | $868 | $0 | $23,998 | $0 | $4,625 | $0 | $354,882 | $0 | $0 |
| Steven J Loos | ||||||||||||||
| Asst. Secretary - as of 2/19 | $0 | $238,669 | $0 | $49,432 | $0 | $1,374 | $0 | $21,650 | $0 | $18,502 | $0 | $329,627 | $0 | $0 |
| Billie Torrentt | ||||||||||||||
| Chief Operating Officer | $198,639 | $96,482 | $37,669 | $18,297 | $12,985 | $6,307 | $14,572 | $7,078 | $11,646 | $5,656 | $275,511 | $133,820 | $0 | $0 |
| Scott Dexter | ||||||||||||||
| Senior Vice President | $172,055 | $0 | $44,460 | $0 | $4,808 | $0 | $17,381 | $0 | $19,544 | $0 | $258,248 | $0 | $0 | $0 |
| Shawn McCourt | ||||||||||||||
| Vice President | $108,155 | $0 | $28,412 | $0 | $19,561 | $0 | $12,221 | $0 | $17,082 | $0 | $185,431 | $0 | $0 | $0 |
| Dan Michael | ||||||||||||||
| Vice President | $121,460 | $0 | $21,428 | $0 | $1,397 | $0 | $11,264 | $0 | $16,725 | $0 | $172,274 | $0 | $0 | $0 |
| Julie Deming | ||||||||||||||
| Director | $106,414 | $0 | $21,287 | $0 | $2,185 | $0 | $9,940 | $0 | $11,098 | $0 | $150,924 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SEVERANCE PAYMENT | PART I, LINE 4A AN INDIVIDUAL LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2019. 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). |
| LEADERSHIP INCENTIVE PLAN | PART I, LINES 5A - B AND 6A - B 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dale Zeigler | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family of Director | RelationshipDescriptionTxt |
| Transaction | $10,650 | TransactionAmt |
| Transaction | Entity Paid Wages | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | PART IV THE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSON ARE PROVIDED AT GOODWILL AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISION MAKING PROCESS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,247,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Net Selling Price | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $119,398,617 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Net Selling Price | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 139 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,444 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Net Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 15438450 | ContributionCnt |
| Noncash Contributions Rpt F990 | $413,028 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Net Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NON-CASH CONTRIBUTIONS | PART I, COLUMN B THE AMOUNT LISTED IN COLUMN B IS AN ESTIMATE OF THE NUMBER OF ITEMS RECEIVED AS DETERMINED BY AVERAGE SALES DOLLAR ANALYSIS. |
| USE OF THIRD PARTIES TO SOLICIT, PROCESS OR SELL NON-CASH CONTRIBUTIONS | Part I, LINE 32B GOODWILL RETAIL SERVICES, INC. USES A THIRD PARTY TO ASSIST WITH THE COLLECTION AND SALE OF USED VEHICLES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 REVIEW | PART VI, LINE 11A MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS MAY 27, 2020 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM ON MAY 27, 2020. |
| WRITTEN CONFLICT OF INTEREST POLICY | PART VI, LINE 12 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. |
| COMPENSATION DETERMINATION | PART VI, LINE 15 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. |
| PUBLIC AVAILABILITY | SECTION VI, LINES 18 AND 19 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. |
| COMPENSATION FROM A RELATED ORGANIZATION | PART VII GOODWILL RETAIL SERVICES, INC. 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 SERVICES, INC. |
| Other changes in net assets or fund balances | Part XI, Line 9 Reserve Adjustments $400,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill Industries of Metro ChicagoInc | ||||||||||
| 5400 South 60th Street | Greendale | WI | 53129 | 364455490 | Human Service | IL | 501(c)(3) | 7 | GW SEW | false |
| Goodwill Industries of SE Wisconsin Inc | ||||||||||
| 5400 South 60th Street | Greendale | WI | 53129 | 390808491 | Human Service | WI | 501(c)(3) | 7 | NA | false |
| Goodwill Manufacturing Inc | ||||||||||
| 5400 South 60th Street | Greendale | WI | 53129 | 352531359 | Human Service | WI | 501(c)(3) | 10 | GW SEW | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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