2020-07-01T08:29:32-05:00 2019-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2019-01-01 352082941 GW COMMERCIAL SERVICES INC GWCO 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 DANIEL J RILEY SENIOR VP & CFO 3175244313 2020-06-15 1 ANGELA N CRAWFORD CPA P00573197 3176334705 2020-06-15 38.109.186.2 2020-06-15 15:12:59 ED P CF253C16AA79457DBB141110F0942FA5491417DB AF923E04E140C4DE71FD41AF2127CF5344A3E036 2019 2020-09-23 17:36:50Z DANIEL J RILEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 6235012 0 X WWW.GOODWILLBUSINESS.ORG X 1999 IN TO PROVIDE REHABILITATIVE TRAINING AND CREATE JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES. 15 15 142 0 0 0 0 0 5994142 6180351 0 49624 8735 5037 6002877 6235012 0 0 0 0 3898482 3937857 0 0 0 1237395 1248808 5135877 5186665 867000 1048347 13049619 14097966 0 0 13049619 14097966 X GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GCSI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE INDIANA NON-PROFIT ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL AND SOUTHERN INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA). GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. 0 0 5186665 6185388 GWCS OPERATES 10 ABILITY ONE CONTRACTS AT FEDERAL GOVERNMENT SITES IN CENTRAL AND SOUTHERN INDIANA, AND EMPLOYS APPROXIMATELY 120 INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 5186665 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X DANIEL J RILEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 DON PALMER CHAIRMAN 1.00 X X 0 0 0 DAN SINK VICE-CHAIR 1.00 X X 0 0 0 BRITTANY BLAU DIRECTOR 1.00 X 0 0 0 ELAINE E BEDEL DIRECTOR 1.00 X 0 0 0 PEGGY BOEHM DIRECTOR 1.00 X 0 0 0 MARK DENIEN DIRECTOR 1.00 X 0 0 0 J SCOTT ENRIGHT DIRECTOR 1.00 X 0 0 0 MARIANNE GLICK DIRECTOR 1.00 X 0 0 0 MARK GRAHAM DIRECTOR 1.00 X 0 0 0 JEFFREY A HARRISON DIRECTOR 1.00 X 0 0 0 MICHAEL O'CONNOR DIRECTOR 1.00 X 0 0 0 JASMIN SHAHEE-YOUND DIRECTOR 1.00 X 0 0 0 ANTHONY WARREN DIRECTOR 1.00 X 0 0 0 JEAN WOJTOWICZ DIRECTOR 1.00 X 0 0 0 DARELL E GENE ZINK DIRECTOR 1.00 X 0 0 0 KENT KRAMER PRESIDENT & CEO 1.00 40.00 X 0 457678 35912 DANIEL RILEY SENIOR VP & CFO 1.00 40.00 X 0 236629 32399 JAMES HUMPHREY VICE PRESIDENT - COMMERCIAL 40.00 1.00 X 0 194639 26846 0 888946 95157 0 0 1 0 0 GOVERNMENT CONTRACTS 310000 6180351 6180351 6180351 49624 0 49624 49624 49624 5037 5037 5037 6235012 6185388 0 49624 2759464 2759464 13761 13761 825850 825850 338782 338782 3909 3909 75 75 353339 353339 586610 586610 19453 19453 56356 56356 COST OF SALES 223121 223121 5945 5945 5186665 5186665 0 0 597827 603593 503817 368989 115955 134828 12335837 13359545 13049619 14097966 0 0 X 13049619 14097966 13049619 14097966 13049619 14097966 1048347 0 X X 0 1 X 1 0 X X X 1 GOODWILL OF CENTRAL AND SOUTHERN INDIANA 350893506 7 1 6180351 0 1 6180351 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 503817 368989 134828 134828 DUE FROM GOODWILL INDUSTRIES OF CENTRAL INDIANA 13359545 13359545 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY GOODWILL AND RECOGNIZE A TAX LIABILITY IF GOODWILL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GOODWILL AND HAS CONCLUDED THAT AS OF DECEMBER 28, 2019 AND DECEMBER 29, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. GOODWILL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 KENT KRAMER PRESIDENT & CEO 0 411204 0 44650 0 1824 0 16819 0 19093 0 493590 0 0 DANIEL RILEY SENIOR VP & CFO 0 206930 0 26795 0 2904 0 14628 0 17771 0 269028 0 0 JAMES HUMPHREY VICE PRESIDENT - COMMERCIAL 0 178860 0 13035 0 2744 0 12030 0 14816 0 221485 0 0 PART I, LINE 3 THE FOLLOWING METHODS ARE USED BY GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC., A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 1 CONTINUED: GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. GCSI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GCSI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 68 THRIFT STORES, FOUR WAREHOUSE OUTLET CENTERS AND THREE VINTAGE STORES. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS MORE THAN 2,900 INDIVIDUALS, MORE THAN 60% OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GCSI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GCSI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 200 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GCSI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S LOW-WAGE WORKERS, PROGRAM PARTICIPANTS, AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GOODWILL OF CENTRAL AND SOUTHERN ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GCSI'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER EMPLOYERS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP MORE THAN 59% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 4,100 EMPLOYEES IN 2019. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS. FOR THE NEARLY 11% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2018, GOODWILL PLACED 1,400 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF MORE THAN FIVE PEOPLE PER WORK DAY. IN 2019, GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC., MADE GRANTS TO GCSI AND GEI FOR THE FOLLOWING PURPOSES: GCSI: -INTERNSHIPS FOR COLLEGE STUDENTS PURSUING CAREERS IN HUMAN SERVICES AND DATA ANALYSIS. -SUPPORT FOR GCSI'S MISSION ADVANCEMENT OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -SUPPORT FOR AN EMPLOYEE WELLNESS INITIATIVE THAT PROMOTES MORE HEALTHY BEHAVIORS AMONG GCSI'S EMPLOYEES -SUPPORT TO CLEAN AND BEAUTIFY THE LANDSCAPE ADJACENT TO THE MICHIGAN STREET CORPORATE HEADQUARTERS -IMPLEMENTATION OF A NEW WAREHOUSING AND INVENTORY MANAGEMENT SYSTEM FOR OUR E-COMMERCE BUSINESS IN ORDER TO GROW AND ENHANCE OUR ONLINE RETAIL SALES -DESIGN AND BUILDOUT OF A NATURAL OUTDOOR PLAYGROUND IN SOUTHERN INDIANA AT OUR LEVEL-4 PATHS TO QUALITY CHILD CARE CENTER -SUPPORT TO IDENTIFY AND ALLOCATE VARIOUS CORPORATE COSTS AMONGST BUSINESS UNITS -SUPPORT FOR A MENTAL HEALTH SPECILIAST, MENTAL HEALTH COACHING, AND TRAINING FOR OUR OUTLET EMPLOYEES IN ORDER TO ENHANCE THEIR PERSONAL WELL-BEING AND TO ENHANCE GCSI'S RETENTION OF THE EMPLOYEES -EQUIPMENT AND MAINTENANCE PURCHASES TO OPEN AND OPERATE A NEW PACKAGING AND ASSEMBLY FACILITY IN BLOOMINGTON, INDIANA, WHICH WILL HIRE AND RETAIN OVER 20 EMPLOYEES WITH BARRIERS GEI: -SUPPORT FOR A SUMMER LEARNING AND ACTIVITIES PROGRAM FOR THE MET. -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION. -SUPPORT FOR STUDENT TRANSPORTATION TO AND FROM SCHOOL FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GOODWILL AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. THE EXECUTIVE MANAGEMENT TEAM IS COMPENSATED ONLY BY GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. AND TAKES NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GW COMMERCIAL SERVICES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI) IS RELATED TO GW COMMERCIAL SERVICES (GWCS), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (FOUNDATION). THE CONSOLIDATED AND COMBINED FINANCIAL STATEMENTS OF GCSI, GWCS, GEI AND THE FOUNDATION ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE AND AUDIT COMMITTEE (COMMITTEE) OF GCSI MEETS WITH THE AUDITORS ANNUALLY DURING THE AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. COMMITTEE MEMBERS GENERALLY CONSIST OF BOARD MEMBERS FROM EACH OF THE ABOVE ORGANIZATIONS. THE COMMITTEE THEN MEETS WITH THE AUDITORS AT THE CONCLUSION OF THE ANNUAL AUDIT TO REVIEW AND RECOMMEND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. UPON THE COMMITTEE'S RECOMMENDATION, THE FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL GCSI BOARD FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 SEE SCHEDULE R, PART VII IN 501(C)(3) LINE 7 N/A 0 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 200749885 PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH & ADULTS IN 501(C)(3) LINE 2 GOODWILL OF CENTRAL AND SOUTHERN INDIANA 0 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 237148440 FUNDRAISES FOR GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SCHEDULE R, PART II, COLUMN (B): PRIMARY ACTIVITY OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC.: EMPLOYMENT AND EDUCATION SERVICES FOR DISABLED AND DISADVANTAGED YOUTH AND ADULTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.