2019-11-14T16:30:15-06:00 2019-06-30 GRANT THORNTON LLP 75 State Street Boston MA 02109 990 2018-07-01 042106765 Morgan Memorial Goodwill Industries Inc % LAUREL FORD MORG 6174451010 1010 Harrison Avenue Boston MA 02119 JOANNE K HILFERTY President & CEO 6175411287 2019-11-04 true Curtis Young P01533495 6177237900 65.229.27.130 04586620193185000006 2019-11-14 P B6B9A4069768E68F2B23E91CFAE117586AF327BC B6B9A4069768E68F2B23E91CFAE117586AF327BC 2018 2020-04-17 16:48:07Z Joanne K Hilferty same as c above Boston MA 02119 43746088 false X www.goodwillmass.org X 1905 MA The mission of Goodwill is to help individuals with barriers to self-sufficiency to achieve independence and dignity through work. Not charity, but a chance. 16 15 736 397 0 0 8644172 8604300 7810718 7994725 1059366 1847693 9894866 10795628 27409122 29242346 0 0 0 0 16534578 16599505 64200 57200 941690 10145559 10871071 26744337 27527776 664785 1714570 35046353 36514955 7194530 6759214 27851823 29755741 X THE MISSION OF MORGAN MEMORIAL GOODWILL INDUSTRIES (GOODWILL) IS TO HELP INDIVIDUALS WITH BARRIERS TO SELF-SUFFICIENCY TO ACHIEVE INDEPENDENCE AND DIGNITY THROUGH WORK. NOT CHARITY, BUT A CHANCE. false false 7241107 7994725 Job training and career services: Goodwill is a leading provider of job training and career services in eastern and central Massachusetts. Goodwills mission services helped individuals who faced barriers to self-sufficiency prepare for the workplace and create more rewarding and independent lives. In the year ended June 30, 2019, Goodwills programs served 6,031 individuals. (Continued on Schedule O) 15847684 10944237 Retail program: The retail program is a social enterprise that benefits the community by providing job training for individuals with barriers to employment; creating jobs; and making quality, low-cost goods available so that individuals, particularly those of limited means, get the items they need at affordable prices. (Continued on Schedule O) 23088791 true false false true false false false true false true true false false true true true false true false false false false false true true false false false false true false false false false false false false false true false false false true true true true false false true 57 0 true 736 true true true false false false false true true false false false false false false X 16 15 false false false false false false false true true false false true true true true true true true true false CA CT FL ME MD MA NH NY NC OH PA RI X X X LAUREL FORD 6175411287 1010 HARRISON AVENUE Boston MA 02119 jane edmonds jd chair 2.0 1.0 X X 0 0 0 Mary Reed Vice Chair 2.0 1.0 X X 0 0 0 Nancy Aubrey Treasurer 2.0 1.0 X X 0 0 0 SALLY MASON BOEMER CLERK 2.0 1.0 X X 0 0 0 JOANNE K HILFERTY PRESIDENT AND CEO 35.0 5.0 X X 489700 0 16933 PAUL ANDREW BOARD MEMBER 1.0 1.0 X 0 0 0 Kevin Bottomley Board Member (Thru 1/19) 1.0 1.0 X 0 0 0 Karen Coppola Board Member 1.0 1.0 X 0 0 0 John Doucette Board Member 1.0 1.0 X 0 0 0 robert p gittens esq board member 1.0 1.0 X 0 0 0 EJ Landry Board Member 1.0 1.0 X 0 0 0 Kevin Reynolds Board Member 1.0 1.0 X 0 0 0 Maria Harris Board Member 1.0 1.0 X 0 0 0 Kathleen Murphy EdD Board Member 1.0 1.0 X 0 0 0 David Orr Jr Board Member 1.0 1.0 X 0 0 0 Linda Williams Board Member 1.0 1.0 X 0 0 0 Paul Francisco Board Member 1.0 1.0 X 0 0 0 LAUREL FORD CFO 35.0 5.0 X 142107 0 8954 Alexander MacNeil VP Operations 25.0 15.0 X 238809 0 32065 Heather Kenney VP HR & Administration 35.0 5.0 X 176152 0 32489 William Labelle Director of Federal Contracts 40.0 0.0 X 108658 0 30516 Robert Stackpole Director of IT 35.0 5.0 X 115351 0 25459 James Harder Director of Communications 35.0 5.0 X 101124 0 24363 Laurie Gallagher Director of Marketing 38.0 2.0 X 0 0 0 Adam Dossas Director Donations & Outreach 40.0 0.0 X 0 0 0 1371901 0 170779 11 false true false MM Transportation 643 Manley Street WEST BRIDGEWATER MA 02379 Tranportation 652280 GreenPages Inc 33 Badgers Island West KITTERY ME 03904 IT Support 484527 G4S Secure Solutions Inc 1395 University Blvd JUPITERM FL 33458 security service 321817 Allied Waste Republic Service 320-A Charger Street REVERE MA 02151 Trash removal 273405 Huntsinger Jeffer Inc 809 Brook Hill Circle RICHMOND VA 23227 FUNDRAISING 240216 19 239200 8365100 6851763 8604300 FEES AND GRANTS 561300 4618476 4618476 WORKSITE REVENUE 624310 3376249 3376249 7994725 682308 682308 0 0 0 0 0 0 8659277 7493892 1165385 1165385 1165385 26200 239200 175699 -149499 -149499 0 0 0 17778388 6834151 10944237 10944237 OTHER INCOME 900099 890 890 890 29242346 18938962 1699084 0 0 0 0 1213039 251316 819410 142313 0 12584683 11009265 1204526 370892 105128 58564 35812 10752 1597666 1453070 122279 22317 1098989 932877 133265 32847 0 82786 82786 169800 169800 0 57200 57200 90175 90175 1056416 575290 429234 51892 154102 127555 26547 39012 25409 12646 957 183722 148091 18575 17056 0 4589479 4520196 55821 13462 1146606 1128681 17193 732 0 96236 50492 27197 18547 232633 176466 48782 7385 0 1092984 1047913 35455 9616 269519 225996 36653 6870 GOODS AND SUPPLIES 829052 647866 25303 155883 RENTAL & MAINTENANCE OF EQUIPM 326660 294945 26089 5626 BANK FEES 325750 283957 32614 9179 AGENCY MEMBERSHIP AND DUES 178298 130358 42865 5075 7841 484 4268 3089 27527776 23088791 3497295 941690 2694343 2524985 0 0 2180 135326 1376345 1419635 0 0 0 0 0 0 603187 616249 601050 594561 22372969 15802142 6960075 6570827 17230051 18966443 0 0 0 0 0 0 5579122 5686929 35046353 36514955 2259215 1866890 0 0 0 0 0 0 0 0 0 0 4446589 4362257 0 0 488726 530067 7194530 6759214 X 11890763 13278731 5638358 6109656 10322702 10367354 27851823 29755741 35046353 36514955 1714570 189348 X false true true true true X 8413267 8596578 8662878 8644172 8604498 42921393 0 0 8413267 8596578 8662878 8644172 8604498 42921393 0 42921393 915085 714096 741088 355112 682308 3407689 0 150395 48984 33241 32507 27090 292217 46621299 89198402 0.92064 0.91769 X 27527776 27527776 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 7200 X X X X false 6924981 678683 237338 7366326 6767446 376991 219456 6924981 6491765 497169 221488 6767446 6617790 95463 221488 6491765 6472778 366500 221488 6617790 0.72850 0.27150 1341165 1341165 8674607 5227876 3446731 2848637 2477790 370847 9227045 8377991 849054 281515 -281515 563030 6570827 BENEFICIAL INT PERPETUAL FUND 5001125 DEFERRED COMP PLAN 292474 JACOBS TRUST 190557 SPLIT INTEREST AGREEMENTS 150391 SECURITY DEPOSITS 45182 CONTRIBUTED COLLECTIONS ITEMS 7200 5686929 0 DEFERRED COMP PLAN 292473 OPERATING LEASE OBLIGATION 226548 ANNUITY PAYABLE 11046 530067 X 36351369 189348 189348 36162021 90175 -7009850 -6919675 29242346 34447451 7009850 7009850 27437601 90175 90175 27527776 SCHEDULE D, PART III, LINE 4 VINTAGE CLOTHING (1840S TO 1960S) WAS COLLECTED OVER MANY YEARS; THE COLLECTION IS A TOOL FOR EDUCATING THE PUBLIC ON GOODWILL'S HISTORY AND IS ON LOAN TO THE FAShION PROJECT AT MARIST COLLEGE FOR SCHOLARLY RESEARCH, PUBLIC EXHIBITION AND PRESERVATION FOR FUTURE GENERATIONS. SCHEDULE D, PART V, LINE 4 GOODWILL'S ENDOWMENT IS MAINTAINED IN ACCORDANCE WITH DONOR WISHES, IS LEVERAGED TO ACHIEVE THE MISSION OF THE ORGANIZATION AND HELP INDIVIDUALS WITH BARRIERS TO SELF-SUFFICIENCY TO ACHIEVE INDEPENDENCE AND DIGNITY THROUGH WORK. GOODWILL MANAGES ITS ENDOWMENT CONSISTENT WITH THE MASSACHUSETTS ACT, THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. SCHEDULE D, PART X, LINE 2 GOODWILL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(a) OF THE CODE. GOODWILL AND GHI ARE REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D Schedule D, Part XI, Line 4B Cost of Goods Sold ($6,834,151) Fundraising event expenses ($175,699) Total ($7,009,850) Schedule D, Part XI, Line 2D Cost of Goods Sold $6,834,151 Fundraising event expenses $175,699 Total $7,009,850 X X X X X X true Hunsingers Jeffers 809 Brook Hill Circle Richmond VA 23227 Prof Fund false 452459 57200 395259 452459 57200 395259 CA CT FL ME MD MA NH NY NC OH PA RI Good Party 248566 222366 26200 142040 25293 4300 3046 Marathon 16834 16834 534 486 0 265400 239200 26200 142040 25827 4300 3532 175699 -149499 X X X X X false false false false false false false true false JOANNE K HILFERTY PRESIDENT AND CEO 328994 117706 43000 0 0 489700 0 Alexander MacNeil VP Operations 190609 30500 17700 0 0 238809 0 Heather Kenney VP HR & Administration 144370 23413 8369 0 0 176152 0 LAUREL FORD CFO 116107 7500 18500 0 0 142107 0 SEVERANCE OR CHANGE OF CONTROL PAYMENT SCHEDULE J, PART I, LINE 4 THE PRESIDENT HAS AN EMPLOYMENT AGREEMENT THAT PROVIDES SEVERANCE BASED ON ANNUAL COMPENSATION, PAID ONLY IN THE EVENT OF INVOLUNTARY TERMINATION. NONFIXED PAYMENTS NONFIXED PAYMENTS SCHEDULE J, PART I, LINE 7 EACH OF THE INDIVIDUALS LISTED ON SCHEDULE J, PART II RECEIVED A PERFORMANCE RELATED BONUS PURSUANT TO THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AS DETAILED IN COLUMN (B)(II). X 6851763 retail value false true false RELATED ORGANIZATIONS Program Services (Continued) Part III, Line 4a Mass Hire Boston Career Center, the one-stop career center Goodwill operates, assisted 5,412 individuals with career service and referrals to training programs, documented 881 placements, and engaged 203 businesses in 178 on-site recruitment sessions. Placement-oriented job training programs enrolled 510 individuals considered hardest to employ and offered them case management, job skills and job readiness training, on-the-job-training, placement, and post-placement services and helped 124 find jobs. Goodwills social enterprises provided work experience and a paycheck to 160 individuals in retail, housekeeping, and light assembly. (See Part III, Line 4b for a description of the retail program.) Specialized day habilitation services and community-based day supports assisted adults with developmental disabilities. And, a range of youth services heled young adults bridge successfully to adulthood and the world of work. Program Services (Continued) Part III, Line 4b In the year ended June 30, 2019, Goodwills retail program operated 11 Goodwill stores and collected donations at 27 sites throughout eastern and central Massachusetts. The retail program provided jobs and job training opportunities in collecting, sorting, distributing, merchandising, and selling donated clothing, household goods, and computers. It made interview attire and accessories available free of charge to 241 job trainees from Goodwill and other community-based job training programs to help them secure jobs. In addition, it made clothing and other goods available to local non-profit organizations also serving individuals in need. RELATED ORGANIZATIONS FORM 990, PART IV, LINES 12A - 12B, AND 34 MORGAN MEMORIAL GOODWILL INDUSTRIES, INC., ESTABLISHED GOODWILL HEADQUARTERS, INC. AS A 501(C)(3) ORGANIZATION IN MAY 2010 AS A SUPPORTING ORGANIZATION FOR MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. WHICH IS ITS SOLE MEMBER. GOODWILL HEADQUARTERS, INC. OWNED THE HEADQUARTERS OF MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. UNTIL DECEMBER 2017 AT WHICH TIME IT WAS TRANSFERRED BACK TO MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. GOODWILL HEADQUARTERS INC. IS INCLUDED IN THE CONSOLIDATED INDEPENDENT AUDITED FINANCIAL STATEMENTS OF MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. AND THIS IRS FORM 990 SHOULD BE REVIEWED IN CONJUNCTION WITH THE IRS FORM 990 FOR GOODWILL HEADQUARTERS, INC. ON DECEMBER 22, 2017 MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. ENTERED INTO AN AFFILIATION AGREEMENT WITH GOODWILL INDUSTRIES OF THE PIONEER VALLEY, INC., A MASSACHUSETSS 501(c)(3) ORGANIZATION AND BECAME ITS SOLE MEMBER. GOODWILL INDUSTRIES OF THE PIONEER VALLEY INC. IS INCLUDED IN THE CONSOLIDATED INDEPENDENT AUDITED FINANCIAL STATEMENTS OF MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. FOR THE FISCAL YEAR ENDED JUNE 30, 2019. Effective July 1, 2019, all assets and property of Pioneer Valley, Inc. were transferred to Morgan Memorial Goodwill Industries, Inc. and Goodwill Industries of Pioneer Valley, Inc. was dissolved. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY MANAGEMENT AND IS THEN REVIEWED BY INDEPENDENT TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM. THE TREASURER OF THE BOARD REVIEWS THE IRS FORM 990 AND ALL DIRECTORS ARE PROVIDED A COPY PRIOR TO SUBMISSION TO THE IRS. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS ESTABLISHED A CONFLICT OF INTEREST POLICY REQUIRING OFFICERS, DIRECTORS AND KEY EMPLOYEES, IF ANY, TO DISCLOSE ANY INTERESTS AT THE TIME THE POSSIBILITY OF A CONFLICT ARISES OR THEY BECOME AWARE THERE IS A POSSIBILITY OF A CONFLICT. ALL CONTRACTS OR TRANSACTIONS INVOLVING AN INTERESTED PARTY ARE REVIEWED BY THE BOARD OR THE EXECUTIVE COMMITTEE. IF A CONFLICT ARISES, INTERESTED PARTIES RECUSE THEMSELVES FROM DISCUSSIONS OF AND VOTES ON ANY RELATED PARTY TRANSACTIONS IN WHICH THEY HAVE AN INTEREST. IN ADDITION, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE POLICY ON AN ANNUAL BASIS AND AFFIRMATIVELY INDICATE ANY MATTERS REQUIRING DISCLOSURE. A WRITTEN STATEMENT OF ALL RELATED PARTY TRANSACTIONS AND OTHER DISCLOSURES IS PROVIDED ANNUALLY TO EACH MEMBER OF THE BOARD OF DIRECTORS. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS ESTABLISHED AN EXECUTIVE COMPENSATION POLICY FOR THE CEO AND VICE PRESIDENTS. THE BOARD'S COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS RESPONSIBLE FOR THE OVERALL ADMINISTRATION OF EXECUTIVE COMPENSATION. THE COMMITTEE MAKES ANNUAL RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL OF THE EXECUTIVE COMPENSATION PROGRAM FOR THE YEAR. THE COMPENSATION COMMITTEE REGULARLY ENGAGES A COMPENSATION CONSULTANT TO COMPILE AND EVALUATE DATA REGARDING COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY IN BOTH THE PROFIT AND NONPROFIT SECTORS. THE COMPENSATION COMMITTEE EVALUATES THE CEO'S PERFORMANCE AND MAKES RECOMMENDATIONS FOR THE CEO'S COMPENSATION TO THE BOARD WHILE ALSO MONITORING THE COMPENSATION OF THE VICE PRESIDENTS TO ASSURE THAT IT IS IN COMPLIANCE WITH THE PROGRAM. THE COMPENSATION COMMITTEE REPORTS ITS RECOMMENDATIONS TO THE BOARD FOR APPROVAL IN EXECUTIVE SESSION. DELIBERATIONS AND RECOMMENDATIONS ARE DOCUMENTED IN WRITING. THE EXECUTIVE COMPENSATION POLICY WAS FOLLOWED IN SETTING THE COMPENSATION FOR THE CEO AND VICE PRESIDENTS IN THE FISCAL YEAR ENDING JUNE 30, 2019. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC Part VI, Section C, Line 19 The organizations website specifies that the documents are available to the public as follows: the Audited Financial Statements and Form 990 are on the website and the by-laws, articles of organization and conflict of interest policy are available on request. HFY LLC 1010 Harrison Avenue Boston MA 02119 042106765 Youth Prog MA 0 0 Goodwill Goodwill Headquarters Inc 1010 Harrison Avenue Boston MA 02119 272523596 Support MA 501(c)(3) 12-I MMGI true Goodwill Industries of Pioneer Valley 570 cottage street springfield MA 01104 042131758 job training MA 501(c)(3) 7 mmgi true Split Interest Trust NA false false false false false false false false false false false false false false false false false false false Goodwill Industries of the Pioneer Valley R 621618 COST