2020-04-13T11:14:10-05:00 2019-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2018-07-01 251098928 GOODWILL OF SOUTHWESTERN PENNSYLVANIA GOOD 4124819005 118 52ND STREET PITTSBURGH PA 15201 MICHAEL J SMITH PRESIDENT/CEO 4126321961 2020-04-10 1 SUSAN M KIRSCH P00341397 4122613644 24.144.188.4 2020-04-10 06:07:15 ED P 52B4573894087D10886B6C64FC0D18884E56331A 83237E88C6D45D8269AF617CF08E18DBF86D2220 2018 2021-01-29 14:40:06Z MICHAEL J SMITH 118 52ND STREET PITTSBURGH PA 15201 59647498 0 X WWW.GOODWILLSWPA.ORG X 1919 PA GOODWILL OF SOUTHWESTERN PENNSYLVANIA IS A HUMAN SERVICE AGENCY AND NETWORK OF NOT-FOR-PROFIT BUSINESSES WHOSE MISSION IS TO HELP PEOPLE OVERCOME BARRIERS TO EMPLOYMENT AND ENJOY THE DIGNITY AND BENEFITS OF WORK AND IMPROVED QUALITY OF LIFE. AS ONE OF THE LARGEST AND MOST DIVERSE SOCIAL AND HUMAN SERVICE ORGANIZATIONS IN THE REGION, GOODWILL SWPA SERVES THOUSANDS OF PEOPLE EACH YEAR AND HELPS THOUSANDS OF INDIVIDUALS FIND JOBS. 25 24 2339 788 257101 -171884 11255685 10691141 46904730 48272244 149502 -44303 29410 85305 58339327 59004387 507341 342688 0 0 30261071 29909417 7503 7753 699080 28529030 29328009 59304945 59587867 -965618 -583480 21645180 21448596 11162315 11239576 10482865 10209020 X GOODWILL OF SOUTHWESTERN PENNSYLVANIA IS A HUMAN SERVICE AGENCY AND NETWORK OF NOT-FOR-PROFIT BUSINESSES WHOSE MISSION IS TO HELP PEOPLE OVERCOME BARRIERS TO EMPLOYMENT AND ENJOY THE DIGNITY AND BENEFITS OF WORK AND IMPROVED QUALITY OF LIFE. AS ONE OF THE LARGEST AND MOST DIVERSE SOCIAL AND HUMAN SERVICE ORGANIZATIONS IN THE REGION, GOODWILL SWPA SERVES THOUSANDS OF PEOPLE EACH YEAR AND HELPS THOUSANDS OF INDIVIDUALS FIND JOBS. 0 0 38352835 36631652 DONATED GOODS RETAIL: GOODWILL SWPA OPERATES MORE THAN 30 COMMUNITY THRIFT STORES ACROSS ITS SERVICE TERRITORY AND ALSO OPERATES A ROBUST E-COMMERCE PLATFORM WITH A NATIONAL REACH. THE DONATED GOODS RETAIL OPERATION KEEPS MILLIONS OF POUNDS OF USABLE GOODS OUT OF LANDFILLS ANNUALLY, PROVIDES JOBS FOR THOUSANDS OF INDIVIDUALS, MAINTAINS A STEADY FLOW OF AFFORDABLE, HIGH-QUALITY ITEMS AVAILABLE FOR RESALE, AND GENERATES REVENUE THAT IS MEASURABLY RETURNED TO THE COMMUNITY THROUGH POSITIVE LIFE-CHANGING MISSION SERVICES. 15944970 342688 11640592 MISSION SERVICES: GOODWILL SWPA PROVIDES A BROAD ARRAY OF EMPLOYMENT-RELATED EDUCATION AND WORKFORCE DEVELOPMENT SERVICES FOR PEOPLE WITH SPECIAL NEEDS AND BARRIERS TO EMPLOYMENT, INCLUDING INDIVIDUALS WITH DEVELOPMENTAL AND/OR INTELLECTUAL DISABILITIES, DISPLACED WORKERS, PARTICIPANTS IN WELFARE-TO-WORK PROGRAMS, PEOPLE WHO ARE HOMELESS, HAVE LIMITED WORK EXPERIENCE OR EDUCATION, JOB SKILLS OR TRAINING, YOUTH AND OLDER WORKERS, AND PEOPLE WITH CRIMINAL BACKGROUNDS. GOODWILL SWPA'S EMPLOYMENT SERVICES PROGRAMS ARE ACCREDITED BY CARF, AN INDEPENDENT, NON-PROFIT ACCREDITING BODY WHOSE OFFICIAL CERTIFICATION IS A MARK OF DISTINCTION AMONG AGENCIES THAT PROVIDE SUCH SERVICES. 54297805 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 149 0 1 2339 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA WV X JOHN O'BRITZ CFO 4126321961 118 52ND STREET PITTSBURGH PA 15201 RAY AMELIO EX-OFFICIO 1.00 0.00 X 0 0 0 MATHIAS BARLAT DIRECTOR (ENTERED 11/18) 1.00 0.00 X 0 0 0 DAMON CLAUS DIRECTOR (ENTERED 1/19) 1.00 0.00 X 0 0 0 DEREK COATNEY DIRECTOR (ENTERED 1/19) 1.00 0.00 X 0 0 0 JAMES M DRONEY JR DIRECTOR 1.00 0.00 X 0 0 0 MARIO FARINA DIRECTOR 1.00 0.00 X 0 0 0 DONALD L KALKBRENNER JR DIRECTOR 1.00 0.00 X 0 0 0 LYNN LANDIS EX-OFFICIO 1.00 0.00 X 0 0 0 MAURO MACIOCE DIRECTOR 1.00 0.00 X 0 0 0 CHRISTEN MALONE DIRECTOR (ENTERED 11/18) 1.00 0.00 X 0 0 0 JOHN MILLS DIRECTOR 1.00 0.00 X 0 0 0 DEMESHIA SEALS DIRECTOR 1.00 0.00 X 0 0 0 JASON SIGAL EX-OFFICIO 1.00 0.00 X 0 0 0 RAYMOND H STEEB III DIRECTOR 1.00 0.00 X 0 0 0 SCOT STEVENS DIRECTOR 1.00 0.00 X 0 0 0 MARIJANE TREACY DIRECTOR 1.00 0.00 X 0 0 0 JANA VOLANTE WALSHAK DIRECTOR 1.00 0.00 X 0 0 0 CHRIS WEST DIRECTOR (ENTERED 11/18) 1.00 0.00 X 0 0 0 FRANK M HAMMOND IMMEDIATE PAST CHAIR 2.00 1.00 X X 0 0 0 SHAWN P HANLON CHAIR 2.00 1.00 X X 0 0 0 DAVID LUND DIRECTOR THRU. 1/19, VICE CHAIR AS OF 1/19 1.00 0.00 X X 0 0 0 ROBERT J TISKUS TREASURER 2.00 1.00 X X 0 0 0 JOHN KRAUS SECRETARY THRU. 1/19, DIRECTOR AS OF 1/19 2.00 1.00 X X 0 0 0 WENDY ROEHRICH HALL DIRECTOR THRU. 1/19, SECRETARY AS OF 1/19 2.00 1.00 X X 0 0 0 MICHAEL J SMITH PRESIDENT/CEO/EX-OFFICIO 35.00 5.00 X X 324029 0 35943 JOHN O'BRITZ CFO 35.00 5.00 X 163000 0 34334 ROBERT STAPE COO/CHIEF COMPLIANCE OFFICER 35.00 5.00 X 189688 0 29238 ELLA HOLSINGER VP OF HUMAN SERVICES 40.00 0.00 X 143786 0 15705 DAVID TOBICZYK VP OF MARKETING & DEVELOPMENT 40.00 0.00 X 137763 0 23324 ANDREW MARANO VP OF RETAIL 40.00 0.00 X 110270 0 29351 1068536 0 167895 6 0 1 0 WASTE MANAGEMENT PO BOX 13648 PHILADELPHA PA 19101 TRASH REMOVAL 731276 THE ULTIMATE SOFTWARE GRP INC PO BOX 930953 ATLANTA GA 31193 PAYROLL 231840 ASPA 565 PIKE ST MEADOWLAND PA 15347 PARKING LOT SEALING 176140 GOODWILL INDUSTRIES INTERNATIONAL 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 SUPPORT SERVICES AND DUES 172290 SOURCEAMERICA PO BOX 79424 BALTIMORE MD 21279 COMMISSIONS 130808 9 16709 121533 10552899 8845834 10691141 RETAIL SERVICES 900099 36374551 36374551 DISABILITY SERVICES 900099 11640592 11640592 TRANSPORT SERVICES 900099 257101 257101 48272244 38091 38091 228746 0 228746 228746 228746 261191 84816 428401 0 -167210 84816 -82394 -82394 71269 121533 214710 -143441 -143441 59004387 48015143 257101 41002 342688 342688 877971 137218 740753 22697883 20288996 2043171 365716 104846 70757 28677 5412 4236336 3595964 579377 60995 1992381 1740762 221278 30341 2632 2632 96073 96073 7753 7753 995500 600364 301774 93362 542659 360448 145186 37025 2058994 1792600 227804 38590 322108 113011 193380 15717 11104204 10974654 116902 12648 194638 163566 27886 3186 177804 126946 38799 12059 104533 91556 12596 381 1440523 1287662 146605 6256 764428 744092 18554 1782 COST OF GOODS SOLD 10135081 10123919 10923 239 TRANSPORTATION 1054583 1039358 14946 279 EQUIPMENT RENTAL/MAINTE 406475 353786 47880 4809 PROGRAM SUPPLIES 360700 345096 13374 2230 -432926 1730 -434956 300 59587867 54297805 4590982 699080 2287332 3108206 4148276 4261532 1321947 1287954 525571 465626 33836064 23203314 11744377 10632750 1617677 1692528 21645180 21448596 7377969 7409887 2176261 2068791 646673 799486 961412 961412 11162315 11239576 X 7195132 6236482 3247733 3932538 40000 40000 10482865 10209020 21645180 21448596 X -583480 218196 91439 X X 0 1 X 1 1 1 X 9829824 10110307 9135718 11255685 10691141 51022675 9829824 10110307 9135718 11255685 10691141 51022675 1562132 49460543 158713 150893 144325 125728 266837 846496 13862 13862 10373 10373 51893406 228424841 0.95310 0.95210 X 303156 303156 20393214 12215104 8178110 9847310 8232593 1614717 3292384 2755617 536767 10632750 X 50670014 218196 214710 432906 50237108 8767279 8767279 59004387 51035298 214710 214710 50820588 8767279 8767279 59587867 PART X, LINE 2: GOODWILL FOLLOWS THE PROVISIONS OF THE CODIFICATION RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. GOODWILL'S STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2019 AND 2018 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, GOODWILL HAS NO UNRECOGNIZED TAX BENEFITS. GOODWILL ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. GOODWILL BELIEVES THAT IT IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS PRIOR TO 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 214,710. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED GOODS 8,767,279. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 214,710. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATED GOODS 8,767,279. GOLF FOR GOODWILL 93497 49927 43570 7109 46532 48 10945 POWER OF WORK 45300 41226 4074 12911 26473 7 54005 30380 23625 57697 8054 2432 42509 192802 121533 71269 7109 117140 8102 2432 79927 214710 -143441 1 FOOD, TRANSPORTATION & SHELTER ASSISTANCE TO INDIVIDUALS IN NEED IN THE CITY OF PITTSBURGH. 3958 0 427575 FMV FOOD GIFT CERTIFICATES, STIPENDS, TRANSPORTATION PASSES PART III GOODWILL OF SOUTHWESTERN PENNSYLVANIA RECOGNIZES THAT AS A RECIPIENT OF FEDERAL FUNDS, THE ORGANIZATION IS RESPONSIBLE FOR COMPLIANCE WITH ALL APPLICABLE LAWS, REGULATIONS, AND PROVISIONS OF CONTRACTS AND GRANTS. GOODWILL OF SOUTHWESTERN PENNSYLVANIA STRIVES TO PROVIDE MANAGEMENT, STAFF AND FUNDING SOURCES WITH TIMELY AND ACCURATE FINANCIAL REPORTS APPLICABLE TO FEDERAL AWARDS. THESE REPORTS INCLUDE MONTHLY AND CUMULATIVE EXPENDITURES, A PROJECT BUDGET, AND A BALANCE REMAINING COLUMN. GOODWILL OF SOUTHWESTERN PENNSYLVANIA WILL PREPARE AND SUBMIT FINANCIAL REPORTS AS SPECIFIED BY THE FINANCIAL REPORTING CLAUSE OF EACH GRANT OR CONTRACT AWARD DOCUMENT. PREPARATION OF THESE REPORTS WILL BE THE RESPONSIBILITY OF CONTRACT MANAGER, SUBJECT TO REVIEW AND APPROVAL BY CFO. PROCUREMENT OF GOODS AND SERVICES WHOSE COSTS ARE CHARGED TO FEDERAL AWARDS RECEIVED BY GOODWILL OF SOUTHWESTERN PENNSYLVANIA ARE SUBJECT TO ALL OF THE SPECIFIC GOODWILL OF SOUTHWESTERN PENNSYLVANIA PURCHASING POLICIES. IN ACCORDANCE WITH OMB CIRCULAR A-110, IT IS THE POLICY OF GOODWILL OF SOUTHWESTERN PENNSYLVANIA TO MAINTAIN A FINANCIAL MANAGEMENT SYSTEM. IT IS THE POLICY OF GOODWILL OF SOUTHWESTERN PENNSYLVANIA THAT ONLY COSTS THAT ARE REASONABLE, ALLOWABLE AND ALLOCABLE TO A FEDERAL AWARD WILL BE CHARGED TO THAT AWARD DIRECTLY OR INDIRECTLY. ALL UNALLOWABLE COSTS WILL BE APPROPRIATELY SEGREGATED FROM ALLOWABLE COSTS IN THE GENERAL LEDGER IN ORDER TO ASSURE THAT UNALLOWABLE COSTS ARE NOT CHARGED TO FEDERAL AWARDS. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL J SMITH PRESIDENT/CEO/EX-OFFICIO 318093 0 0 0 5936 0 5004 0 30939 0 359972 0 0 0 JOHN O'BRITZ CFO 162719 0 0 0 281 0 4286 0 30048 0 197334 0 0 0 ROBERT STAPE COO/CHIEF COMPLIANCE OFFICER 188827 0 0 0 861 0 978 0 28260 0 218926 0 0 0 ELLA HOLSINGER VP OF HUMAN SERVICES 143116 0 0 0 670 0 3258 0 12447 0 159491 0 0 0 DAVID TOBICZYK VP OF MARKETING & DEVELOPMENT 137553 0 0 0 210 0 1506 0 21818 0 161087 0 0 0 A WASHINGTON CTY INDUSTRY DEV AUTH 251437320 2012-09-17 2775000 BLDG & STRUCTURES 0 0 0 A 2775000 2775000 2014 0 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 X 8799000 SEE PART II X 89 46834 NET RESALE 0 0 1 1 PART I, LINE 32B: GWSWPA USES "VEHICLES FOR CHARITY," AN UNRELATED 501(C)(3) ORGANIZATION, TO PROCESS ITS DONATED VEHICLES. VEHICLES FOR CHARITY MANAGES THE PROCESS FROM PICK-UP TO SALE AND TAKES CARE OF THE DONOR ACKNOWLEDGEMENT AND FILING OF FORMS 1098-C ON BEHALF OF GWSWPA. GWSWPA RECEIVES NET PROCEEDS FROM THE SALE OF EACH VEHICLE. PART I, LINE 33: SCHEDULE M, PART I, LINE 5D, METHOD OF DETERMINING REVENUES: DONATED ITEMS ARE VALUED VIA A FORMULA, PROVIDED BY GOODWILL INTERNATIONAL AND THE AICPA, WHICH TAKES INTO ACCOUNT SEVERAL VARIABLES, INCLUDING SALES, INVENTORY TURNS, OVERHEADS, ETC., TO ARRIVE AT THE CONTRIBUTED VALUE. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 JOHN KRAUS AND DEREK COATNEY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE WESTERN PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH DESIGNATES NO MORE THAN TWO (2) REPRESENTATIVES TO SERVE AS EX OFFICIO MEMBERS TO THE BOARD OF DIRECTORS. EX OFFICIO DIRECTORS SHALL BE NOMINATED BY VIRTUE OF THE OFFICES THEY HOLD WHICH ARE DEEMED TO REPRESENT IMPORTANT CONSTITUENCIES SERVED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY GOODWILL`S FINANCE MANAGEMENT TEAM. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE FINALIZED AND A COMPLETE COPY OF THE RETURNS IS PROVIDED TO, REVIEWED BY, AND APPROVED BY THE BOARD FINANCE AUDIT AND RISK COMMITTEE. AFTER THIS REVIEW A COPY IS PROVIDED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS THE POLICY IS ADOPTED AS A PART OF ITS BY-LAWS. THE ANNUAL DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND IS REQUIRED TO BE COMPLETED AND SENT TO THE COO/CHIEF COMPLIANCE OFFICER. THE COO/CHIEF COMPLIANCE OFFICER CHECKS THE ACTIVE BOARD MEMBER LIST TO ENSURE ALL BOARD MEMBERS HAVE RETURNED THE DISCLOSURE STATEMENT. THE BOARD GOVERNANCE COMMITTEE ENFORCES COMPLIANCE WITH THE POLICY. ANY DISQUALIFYING CONFLICTS OF INTEREST ARE DISCLOSED TO THE BOARD OF DIRECTORS PRIOR TO CORPORATE ACTION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES AN INDEPENDENT FIRM TO PROVIDE INFORMATION ON SALARIES AND FRINGE BENEFITS FOR THE CEO AND TOP MANAGEMENT OFFICERS AND KEY EMPLOYEES. THIS REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD ALONG WITH THE PRESIDENT/CEO DURING AN ANNUAL MEETING. THE COMMITTEE DECIDES THE CEO'S ANNUAL MERIT RAISES AND DISCRETIONARY BONUSES BASED ON THE REPORT AND THE GOALS AND OBJECTIVES ESTABLISHED AT THE BEGINNING OF EACH YEAR. THE COMMITTEE ALSO REVIEWS THE SAME INFORMATION FOR THE TOP MANAGEMENT OFFICERS AND KEY EMPLOYEES AND MAKES RECOMMENDATIONS TO THE CEO ON COMPENSATION, DISCRETIONARY BONUSES, AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 REQUEST FOR THIS INFORMATION MUST BE MADE THROUGH DIRECT CONTACT WITH THE OFFICE OF THE PRESIDENT/CEO. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER 91,439. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE FINANCE AUDIT AND RISK COMMITTEE OF THE BOARD OF DIRECTORS SELECTS THE INDEPENDENT ACCOUNTANT RESPONSIBLE FOR PREPARING AND CONDUCTING THE AUDITED FINANCIAL STATEMENTS. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR PRIOR TO THE START OF THE AUDIT WORK. THEY MEET AGAIN AND REVIEW THE DRAFT AUDITED FINANCIAL STATEMENTS ALONG WITH THE CEO, CFO AND COO/CHIEF COMPLIANCE OFFICER. THE BOARD OF DIRECTORS VOTES AND APPROVES THE AUDITED FINANCIALS PRIOR TO BEING FINALIZED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MISSION LOGISTICS LLC 118 52ND STREET PITTSBURGH PA 15201 475403570 TRANSPORT SERVICE PA 257101 37243 GOODWILL OF SWPA GOODWILL COMMERCIAL SERVICES 118 52ND STREET PITTSBURGH PA 15201 251773112 WORKFORCE DEVELOPMENT PA 501 (C)(3) 509(A)(2) GOODWILL OF SOUTHWESTERN PA 1 GOODWILL VILLA 118 52ND STREET PITTSBURGH PA 15201 251700573 SHELTER PA 501 (C)(3) LINE 7 GOODWILL OF SOUTHWESTERN PA 1 GOODWILL PLAZA 118 52ND STREET PITTSBURGH PA 15201 251400404 HOUSING PA 501 (C)(3) LINE 7 GOODWILL OF SOUTHWESTERN PA 1 JEFFERSON COURTYARD 118 52ND STREET PITTSBURGH PA 15201 251795831 HOUSING PA 501 (C)(3) LINE 7 GOODWILL OF SOUTHWESTERN PA 1 SUMMERDALE COURT 118 52ND STREET PITTSBURGH PA 15201 311581955 HOUSING PA 501 (C)(3) PF GOODWILL OF SOUTHWESTERN PA 1 WARREN PLAZA 118 52ND STREET PITTSBURGH PA 15201 251840914 HOUSING PA 501 (C)(3) LINE 7 GOODWILL OF SOUTHWESTERN PA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 GOODWILL COMMERCIAL SERVICES INC L 440141 FMV GOODWILL COMMERCIAL SERVICES INC R 91439 FMV GOODWILL PLAZA L 55450 FMV