2020-11-16T17:01:42-06:00 2019-12-31 470574775 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2019-01-01 470378996 GOODWILL INDUSTRIES INC GOOD 4023414609 4805 NORTH 72ND STREET OMAHA NE 68134 TOBI MATHOUSER CEO 4023414609 2020-11-16 1 AMY SUGHROUE P01058335 4024969100 64.253.163.98 2020-11-16 16:18:03 CS P 5EF1E1F4759843BFE60D2F2C941449C354E6C627 33EB9ADEDD8117AC3461B2C8D50C5B30B3A967A7 2019 2021-01-29 14:40:06Z TOBI MATHOUSER 4805 NORTH 72ND STREET OMAHA NE 68134 37331968 0 X WWW.GOODWILLOMAHA.ORG X 1933 NE GOODWILL CHANGES LIVES AND STRENGTHENS COMMUNITIES THROUGH EDUCATION, TRAINING AND WORK. GOODWILL STRIVES TO INCREASE SELF SUFFICIENCY OF ITS PARTICIPANTS AND PROVIDES VOCATIONAL EVALUATION, TRAINING AND OPPORTUNITES FOR PERSONAL GROWTH IN THE REHABILITATION OF DISABLED OR DISADVANTAGED INDIVIDUALS, WHO CANNOT READILY BE ABSORBED IN THE COMPETITIVE LABOR MARKET. GOODWILL STRIVES TO ASSIST SUCH INDIVIDUALS TO ATTAIN THE FULLEST DEVELOPMENT OF WHICH THEY ARE CAPABLE. 8 8 1277 732 0 0 12597367 12903495 1733831 1282497 90340 119110 8418090 9753170 22839628 24058272 0 0 0 0 12751575 13584903 0 0 86208 8025770 8015470 20777345 21600373 2062283 2457899 45146112 51181258 19872749 22796824 25273363 28384434 X GOODWILL CHANGES LIVES AND STRENGTHENS COMMUNITIES THROUGH EDUCATION, TRAINING AND WORK. GOODWILL STRIVES TO INCREASE SELF SUFFICIENCY OF ITS PARTICIPANTS THROUGH VOCATIONAL EVALUATION, TRAINING AND OFFERING EMPLOYMENT OPPORTUNTIES TO DISABLED OR DISADVANTAGED INDIVIDUALS, WHO CANNOT BE READILY ABSORBED IN THE COMPETITIVE LABOR MARKETS. GOODWILL STRIVES TO ASSIST SUCH INDIVIDUALS TO ATTAIN THE FULLEST DEVELOPMENT OF WHICH THEY ARE CAPABLE. 0 0 17473568 8846555 GOODWILL OPERATES 17 RETAIN STORES OPEN TO THE PUBLIC IN OMAHA (10), FREMONT (1), BLAIR (1), GRETNA (1), BELLEVUE (1), PAPILLION (2), AND COUNCIL BLUFFS, IA (1). THE GENERAL PUBLIC DONATES CLOTHING, FURNITURE AND HOUSEHOLD GOODS TO GOODWILL. GOODWILL EMPLOYEES SORT, PRICE AND DISTRIBUTE MERCHANDISE FOR SALE IN THE RETAIL STORES. MERCHANDISE THAT DOES NOT SELL WITHIN A REASONABLE TIME IN THE STORES IS TRANFERRED TO THE GOODWILL WEARHOUSE STORE WHERE IT IS OFFERED FOR SALE AT A SPECIFICIED PRICE PER POUND. GOOD DETERMINED NOT TO BE SALEABLE IN THE GOODWILL STORES ARE "SALVAGED AND SOLD TO THIRD PARTIES, WHO EITHER SHIP AND SELL THE GOODS TO THIRD PARTIES OR RECYCLE THEM FOR THEIR TEXTILE, METAL OR OTHER RECYCLABLE MATERIALS. GOODWILL PROFITS GENERATED FROM THE SALE OF DONATED GOODS HELP COVER EXPENSES ASSOCIATED WITH GOODWILL'S MISSION PROGRAMS THAT SERVE THE COMMUNITY. 1373444 460118 WORKFORCE DEVELOPMENT PROGRAM SERVICES- GOODWILL PROVIDES EDUCATIONAL AND CAREER SERVICES, JOB PLACEMENT AND POST-EMPLOYMENT SUPPORT TO INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT SO THEY CAN FIND AND KEEP JOBS. INDIVIDUALS RECEIVE TRAINING AND EDUCATION, WORK EXPERIENCE, EMPLOYMENT PLACEMENT AND FOLLOW-UP SERVICES THROUGH THESE PROGRAMS. GOODWILL PROGRAMS STRENGTHEN OUR COMMUNITY BY FORMING A PATHWAY TOWARDS SUCCESS FOR THOSE WHO HAVE NOT BEEN ABLE TO FINE OR MAINTAIN EMPLOYMENT ON THEIR OWN. 484093 1725789 CONTRACTS/INDUSTRIAL SERVICES PROGRAMS- GOODWILL PROVIDES JOB TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT THROUGH CONTRACT WORK FOR BUSINESSES, FEDERAL, STATE AND LOCAL GOVERNMENT, AND OTHER COMMUNITY PARTNERS. THESE CONTRACTS OFFER A VARIETY OF WORK EXPERIENCE AND TRAINING IN CUSTODIAL SERVICES, GROUNDS, MANUFACTURING, PACKAGING, ASSEMBLY, RECYCLING, MAILING SERVICES AND OTHER ADMINISTRATIVE AREAS. 19331105 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 58 0 1 1277 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELAINE LEIBERT 4023414609 4805 NORTH 72ND STREET OMAHA NE 68134 MICHAEL MCGINNIS PRESIDENT AND CEO 40.00 X 282626 0 34090 JANELLE ELLIS DIRECTOR OF RETAIL 40.00 X 113367 0 12422 TOBI MATHOUSER DIRECTOR OF MISSION ADVANCEMENT 40.00 X 105715 0 4812 DENISE MADDOCK FINANCE DIRECTOR 40.00 X 79552 0 0 SCOTT D SEMRAD CHAIRMAN OF THE BOARD 0.50 X X 0 0 0 JAMES H RICH VICE CHAIRMAN 0.50 X X 0 0 0 ERIN LIMAS SECRETARY 0.50 X X 0 0 0 MARK STOKES CHAIRMAN EMERITUS 0.50 X 0 0 0 BOB BERTSCH JR TRUSTEE 0.50 X 0 0 0 JOEL DOUGHTERY TRUSTEE 0.50 X 0 0 0 ANNA NOLETTE TRUSTEE 0.50 X 0 0 0 DOUG ANDERSON TRUSTEE 0.50 X 0 0 0 581260 0 51324 3 0 1 0 OUTLOOK PROPERTIES LLC 11301 DAVENPORT STREET OMAHA NE 68154 LANDLORD 709333 TRIPLE M CONSTRUCTION INC 5829 S 56 STREET OMAHA NE 68117 BUILDING MAINTENANCE 413391 WESTERN TRAILER LEASING INC 10580 S 147TH ST OMAHA NE 68138 TRAILER LEASING 315986 FIRST MANAGEMENT INC 1941 SOUTH 42ND STREET STE 550 OMAHA NE 68105 LANDLORD 292719 CENTIMARK CORPORATION PO BOX 536254 PITTSBURG PA 15253 BUILDING MAINTENANCE 270147 19 47101 12856394 12760991 12903495 EMPLOYMENT AND TRAINING- VOCATION 624100 822379 822379 EMPLOYMENT AND TRAINING 624100 460118 460118 1282497 104112 104112 7876 0 7876 7876 7876 660 29400 0 15062 660 14338 14998 14998 19363 47101 24034 -4671 -4671 22081155 13234600 8846555 8846555 MANAGEMENT FEE 541610 666146 666146 MISCELLANEOUS 561000 237264 237264 903410 24058272 11032462 0 122315 396269 350512 43947 1810 10649165 9384513 1214774 49878 91146 83806 7037 303 1641899 1509680 126768 5451 806424 719357 83296 3771 117616 36025 75241 6350 5727 1754 3664 309 590 590 8102 2482 5183 437 18229 1599 16630 1116556 1023468 91940 1148 936018 855225 80626 167 166906 147535 19371 482958 438738 44220 123059 118272 4787 1399925 1237317 150198 12410 469321 426780 42541 EQUIPMENT LEASES 1528201 1488885 39316 0 REPAIRS & MAINTENANCE 990656 928829 61801 26 MISCELLANEOUS 556591 481423 71130 4038 CLIENT EXPENSES 95015 94905 0 110 21600373 19331105 2183060 86208 2636717 5029321 58494 24000 354184 239045 1306298 1406824 780220 652115 55545329 16314327 36116885 39231002 3893314 4538540 0 60411 45146112 51181258 2164889 1631782 9003 13214 642153 543805 16945753 20545358 110951 62665 19872749 22796824 X 25180494 28291565 92869 92869 25273363 28384434 45146112 51181258 2457899 658354 -5182 0 X X 0 1 X 1 0 X 11571612 11126173 10270256 12597367 12903495 58468903 25074327 22461254 20669164 22862267 24029798 115096810 36645939 33587427 30939420 35459634 36933293 173565713 0 2112496 159561 48456 29373 28483 2378369 2112496 159561 48456 29373 28483 2378369 171187344 50975 78711 801176 90340 104112 1125314 50975 78711 801176 90340 104112 1125314 39855 130591 58510 44217 274540 547713 36736769 33796729 31799106 35594191 37311945 175238740 0.97690 0.96820 0.00640 0.00670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3893314 15260 83347 3614809 377112 5297709 105356 -158363 1351115 3893314 4608758 176321 512630 5297709 4215704 129864 263190 4608758 4138315 64703 12686 4215704 0.75370 0.24630 0.00000 0 0 8071673 8071673 35887038 10165834 25721204 841986 691807 150179 6488171 5456686 1031485 4256461 4256461 39231002 CONTINGENT LIABILITY 62665 62665 X PART V, LINE 4: THE PURPOSE OF GOODWILL INDUSTRIES ENDOWMENT FUND IS TO ENHANCE THE FINANCIAL STRENGTH OF THE AGENCY. ASSET GROWTH IN THE ENDOWMENT WILL ENSURE THE FUTURE GROWTH AND DEVELOPMENT OF GOODWILL'S MISSION AND VISION WHILE PROVIDING A PORTION OF THE ASSETS FOR CURRENT YEAR OPERATIONS. PART X, LINE 2: GOOODWILL ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING THE GUIDANCE INCLUDED IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 INCOME TAXES. THERE ARE NO UNCERTAINTIES REFLECTED IN THE FINANCIAL STATEMENTS. GOLF 66464 47101 19363 2150 14963 6921 66464 47101 19363 2150 14963 6921 24034 -4671 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCGINNIS PRESIDENT AND CEO 235476 0 47150 0 0 0 19000 0 15090 0 316716 0 0 0 PART I, LINE 3 GOODWILL HAS A FORMAL COMPENSATION POLICY AND THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE ORGANIZATION. EXECUTIVE COMPENSATION IS SET ANNUALLY AND MONITORED BY THE LOCAL GOODWILL BOARD OF TRUSTEES, WHICH UTILIZES OUTSIDE INDEPENDENT PROFESSIONAL RESOURCES IN DETERMINING APPROPRIATE SALARY LEVELS. GOODWILL PARTICIPATES IN LOCAL, REGIONAL AND NATIONAL EXECUTIVE COMPENSATION SALARY AND BENEFIT SURVEYS. THIS SURVEY DATA IS UTILIZED BY THE BOARD AS A FRAMEWORK TO ENSURE COMPETITIVE COMPENSATION IN ORDER TO RETAIN HIGH PERFORMING EMPLOYEES, INCLUDING THE CEO. IN ADDITION TO SURVEY RESULTS, COMPENSATION IS BASED ON AGENCY PERFORMANCE AS WELL AS INDIVIDUAL PERFORMANCE. A CITY OF CRESCENT IOWA 420997216 000000000 2004-12-16 1700000 REFINANCE SHORT TERM TAXABLE INDEBTEDNESS INCURRED TO FINANCE FACILITIES 0 0 0 B NEBRASKA EDUCATIONAL HEALTH AND SOCIAL SERVICES FINANCE AUTHORITY 521293953 000000000 2014-11-04 20310000 REFINANCE SHORT TERM TAXABLE INDEBTEDNESS INCURRED TO FINANCE 11 LOCATIONS 0 0 0 A 962163 1700000 34000 1666000 2004 0 0 1 1 B 2505925 20310000 332239 19977761 2014 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 X 12760991 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED INTERNALLY BASED ON THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION. ONCE COMPLETED, THE DRAFT OF THE FORM 990 IS SUBMITTED TO AN INDEPENDENT CPA FIRM FOR REVIEW AND COMMENTS. AFTER ADDRESSING THE COMMENTS BY THE CPA FIRM, THE FORM 990 IS SENT TO THE BOARD OF TRUSTEES PRIOR TO FILING FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C A SIGNED CONFLICT OF INTEREST STATEMENT IS OBTAINED FROM EACH OFFICER AND MEMBER OF THE BOARD OF THE ORGANIZATION. THIS REPORT IS MAILED TO ALL MAJOR DONORS, REFERRAL AGENCIES AND OTHER INTERESTED PARTIES. THE REPORT IS ALSO AVAILABLE ONLINE FOR TRUSTEES AND KEY EMPLOYEES OF THE ORGANIZATION AT LEAST ANNUALLY. EACH STATEMENT DOCUMENTS DIRECT BUSINESS RELATIONSHIPS, FAMILY BUSINESS RELATIONSHIPS AND INTER AND INTRA FAMILY AND BUSINESS RELATIONSHIPS. FOR ANY OFFICIAL ACTION OF THE BOARD OR ITS COMMITTEES, INDIVIDUALS WITH WHOM A CONFLICT MAY BE CONSTRUED ARE PRECLUDED FROM VOTING. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED IN THE CORPORATE FILES. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL HAS A FORMAL COMPENSATION POLICY AND THE EXECUTIVE COMMITTEE SERVICES AS THE COMPENSATION COMMITTEE FOR THE ORGANIZATION. EXECUTIVE COMPENSATION IS SET ANNUALLY AND MONITORED BY THE LOCAL GOODWIL BOARD OF TRUSTEES, WHICH UTILIZES OUTSIDE INDEPENDENT PROFESSIONAL RESOURCES IN DETERMINING APPROPRIATE SALARY LEVELS. GOODWILL PARTICIPATES IN LOAL, REGIONAL AND NATIONAL EXECUTIVE COMPENSATION SALARY AND BENEFIT SURVEYS. THIS SURVEY DATA IS UTILIZED BY THE BOARD AS A FRAMEWORK TO ENSURE COMPETITIVE COMPENSATION IN ORDER TO RETAIN HIGH PERFORMING EMPLOYEES, INCLUDING THE CEO. IN ADDITION TO SURVEY RESULTS, COMPENSATION IS BASED ON AGENCY PERFORMANCE AS WELL AS INDIVIDUAL PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT IS PUBLISHED EACH YEAR WHICH INCLUDES THE AUDITED FINANCIAL STATEMENTS FOR THE ORGANIZATION. THIS REPORT IS EMAILED TO ALL MAJOR DONORS, REFERRAL AGENCIES, AND OTHER INTERESTED PARTIES. THE REPORT IS ALSO AVAILABLE ONLINE AT WWW.GOODWILLOMAHA.ORG. HARD COPIES OF THE REPORT, GOODWILL'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED FROM THE PRIOR YEAR. GOODWILL SPECIALTY SERVICES 4805 N 72ND STREET OMAHA NE 68134 470818929 JOB TRAINING AND CAREER DEVELOOPMENT NE 501(C)(3) LINE 10 GOODWILL INDUSTRIES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 GOODWILL SPECIALTY SERVICES O 666142 MANAGEMENT FEE GOODWILL SPECIALTY SERVICES O 2916638 LEASED EMPLOYEES