2020-06-11T08:59:56-05:00 2019-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2019-01-01 392040239 Goodwill Retail Services Inc % LISA HEIDER GOOD 4148474200 5400 South 60th Street Greendale WI 53129 JEFFREY E DOCALAVICH CFO 4148474200 2020-06-09 true Michelle L Weber P00556798 4142898200 2020-06-02 104.1.17.95 39529020201635000009 2020-06-11 P 9207773C35FA02FD42567487F14168B54B01071E DA61C8CC0AD4E24A6A7553AC575BEE2773A60CF2 2019 2020-09-23 17:36:50Z Jacqueline L Hallberg 5400 South 60th Street Greendale WI 53129 174852679 false X www.goodwillsew.com X 2001 WI GOODWILL PROVIDES TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. 5 5 6994 6 0 4922 117152205 124533832 0 0 -873963 -53330 45105513 46742210 161383755 171222712 20685152 28059123 0 0 71660951 75884878 0 0 0 66570753 72947072 158916856 176891073 2466899 -5668361 49415915 123036172 13772074 92660692 35643841 30375480 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 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 false false 28059123 28059123 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 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. 28059123 true false false false false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false true false true false false false false true false false false true 102 0 true 6994 true false false false false false false true 2 false false true false false false X 5 5 false false false false false false false true true false false true true true true true true true true false IL WI X X LISA HEIDER 4148474200 5400 SOUTH 60TH STREET Greendale WI 53129 X Jacqueline L Hallberg President & CEO 8.0 44.0 X 0 649295 38757 Billie Torrentt Chief Operating Officer 35.0 17.0 X 249293 121086 38952 Tamara T Jung Asst. Treasurer - Thru 8/19 8.0 44.0 X 0 326259 28623 Steven J Loos Asst. Secretary - as of 2/19 8.0 44.0 X 0 289475 40152 Scott Dexter Senior Vice President 40.0 0.0 X 221323 0 36925 Shawn McCourt Vice President 40.0 0.0 X 156128 0 29303 Dan Michael Vice President 40.0 0.0 X 144285 0 27989 Julie Deming Director 40.0 0.0 X 129886 0 21038 Peter Labonte Director 40.0 0.0 X 115822 0 21110 Jeffrey E Docalavich Asst. Treasurer - As of 8/19 8.0 44.0 X 0 97649 5122 Jacqueline M Bowles Director 1.0 2.0 X 0 0 0 Robert J Klug Vice-Chair 1.0 3.0 X X 0 0 0 Thomas V Richtman Chair 1.0 2.0 X X 0 0 0 Thomas R Savage Secretary 1.0 3.0 X X 0 0 0 Irene Sudac Treasurer - As of 2/19 1.0 4.0 X X 0 0 0 1016737 1483764 287971 12 false true false ONE STOP MAILING 601 Regency Drive GLENDALE HEIGHTS IL 60139 Shipping Service 451049 EXPRESS SERVICES INC PO Box 203901 DALLAS TX 753203901 Temporary Staffing 418456 MARTIN PETERSON CO INC 9800 55th Street KENOSHA WI 53144 Mechanical Service 352109 BERENGARIA GW LLC 301 N Boradway Street Suite 300 MILWAUKEE WI 53202 Construction Service 305302 PURE MECHANICAL LLC N8W22275 Johnson Drive WAUKESHA WI 53186 Mechanical Service 275876 13 124533832 123115100 124533832 0 19812 19812 0 0 0 0 0 73142 -73142 -73142 -73142 0 0 0 0 0 0 47929692 3556825 44372867 44372867 ECOMMERCE SHIPPING 900099 1679111 0 0 1679111 ACQUIRED CASH RECEIPTS 900099 322864 322864 VENDING SERVICE 900099 173946 0 0 173946 193422 0 0 193422 2369343 171222712 0 0 46688880 28059123 28059123 0 0 0 0 10650 10650 61695530 61695530 2175328 2175328 7337731 7337731 4665639 4665639 0 109337 109337 0 0 0 0 7611294 7611294 1633361 1633361 6299925 6299925 371706 371706 0 24711974 24711974 1558890 1558890 0 78436 78436 33936 33936 0 9972638 9972638 603759 603759 ALLOCATED MANAGEMENT FEES 17101055 0 17101055 0 ALLOCATED OCCUPANCY 2860761 0 2860761 0 176891073 28059123 148831950 0 0 0 5520815 4211564 0 0 759257 739668 0 0 0 0 0 0 8903925 9534318 1090002 1140509 75579933 46651937 33141916 28927996 0 0 0 0 0 0 0 0 0 78482117 49415915 123036172 12291033 9507080 0 0 0 0 0 0 0 0 0 0 288270 0 0 0 1192771 83153612 13772074 92660692 X 35643841 30375480 0 0 35643841 30375480 49415915 123036172 X -5668361 400000 X false true X true false X X 1 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC 390808491 7 true 28059123 0 1 28059123 0 true false false false false false false false false false false false false false false false CONTROL OF DIRECTORS AND OFFICERS 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. 46209914 25496850 20713064 26341182 19986798 6354384 3028837 1168289 1860548 28927996 ROU ASSETS 78482117 78482117 0 OPERATING LEASE LIABILITY 82631533 DUE TO AFFILIATED GOODWILLS 522079 83153612 X 297637072 126414360 126414360 171222712 171222712 302905433 126014360 126014360 176891073 176891073 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 true Goodwill Industries of Southeastern WI Inc 5400 South 60th Street Greendale WI 53129 390808491 501(C)(3) 28059123 0 Grant - See Form 990 Part III, Line 4A. 1 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. 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. X X X X true false false true true true true false false Jacqueline L Hallberg President & CEO 0 486708 0 151344 0 11243 0 21650 0 17107 0 688052 0 0 Tamara T Jung Asst. Treasurer - Thru 8/19 0 257991 0 67400 0 868 0 23998 0 4625 0 354882 0 0 Steven J Loos Asst. Secretary - as of 2/19 0 238669 0 49432 0 1374 0 21650 0 18502 0 329627 0 0 Billie Torrentt Chief Operating Officer 198639 96482 37669 18297 12985 6307 14572 7078 11646 5656 275511 133820 0 0 Scott Dexter Senior Vice President 172055 0 44460 0 4808 0 17381 0 19544 0 258248 0 0 0 Shawn McCourt Vice President 108155 0 28412 0 19561 0 12221 0 17082 0 185431 0 0 0 Dan Michael Vice President 121460 0 21428 0 1397 0 11264 0 16725 0 172274 0 0 0 Julie Deming Director 106414 0 21287 0 2185 0 9940 0 11098 0 150924 0 0 0 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. Dale Zeigler Family of Director 10650 Entity Paid Wages false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS 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. X 3247011 Net Selling Price X 119398617 Net Selling Price X 139 56444 Net Selling Price X OTHER 15438450 413028 Net Selling Price 2 false true true 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. 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 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 false true false false false false false false false false true false true true false false true false false