GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN INC (EIN 39-1147571)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349301171
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T12:30:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391147571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF SOUTH CENTRAL | BusinessNameLine1Txt |
| Business Name Line2 | WISCONSIN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 6082463140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELA COBB | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6082463140 | PhoneNum |
| Signature | 2019-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEAN CHRISTENSEN | PreparerPersonNm |
| PTIN | P00368719 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2019-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.67.179.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 09:08:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5AD917698A966612AE7A77B4536F2DC0D4C4089 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKI BUSS-HOLSCHUH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,453,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOODWILLSCWI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE WORKFORCE DEVELOPMENT AND RESIDENTIAL PROGRAMS TO HELP PEOPLE ACHIEVE INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 843 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,894,431 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,275,150 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,580,542 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,532,941 | CYProgramServiceRevenueAmt |
| PY Investment Income | $118,462 | PYInvestmentIncomeAmt |
| CY Investment Income | $155,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,633 | PYOtherRevenueAmt |
| CY Other Revenue | $24,577 | CYOtherRevenueAmt |
| PY Total Revenue | $28,629,068 | PYTotalRevenueAmt |
| CY Total Revenue | $32,988,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,342,044 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,188,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,140 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,113,084 | PYOtherExpensesAmt |
| CY Other Expenses | $21,452,842 | CYOtherExpensesAmt |
| PY Total Expenses | $28,455,128 | PYTotalExpensesAmt |
| CY Total Expenses | $32,641,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $347,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,971,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,876,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,876,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,434,047 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,094,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,442,261 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR THE ORGANIZATION'S MISSIONTHE MISSION OF GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("GOODWILL") IS TO HELP PEOPLE ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH THE POWER OF WORK. GOODWILL PROVIDES TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES SEEKING TO REACH THEIR HIGHEST POTENTIAL. SUCH DISABILITIES OR DISADVANTAGES INCLUDE PHYSICAL OR INTELLECTUAL DISABILITIES, MENTAL ISSUES, SKILLS LIMITATIONS, LACK OF EDUCATION AND JOB PREPARATION, COMMUNITY CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,344,568 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,876,090 | RevenueAmt |
| Desc | RETAIL PROGRAM SERVICESSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSRETAIL PROGRAM SERVICES: GOODWILL'S RETAIL OPERATIONS COLLECT DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELL THEM THROUGH A NETWORK OF 11 STORES. EXCESS AND UNSALABLE DONATED ITEM ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY, AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATIONS ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY VEHICLE AUCTION SERVICE. RETAIL OPERATIONS SUPPORT GOODWILL'S MISSION BY PROVIDING EMPLOYMENT AND TRAINING FOR LOCAL RESIDENTS WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. RETAIL OPERATIONS EMPLOYS 355 INDIVIDUALS THROUGHOUT SOUTH CENTRAL WISCONSIN. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A PORTION OF GOODWILL'S MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. RETAIL STORES OFFER A PLACE WHERE PEOPLE IN NEED CAN EXCHANGE VOUCHERS FOR USEFUL MERCHANDISE AT NO COST THROUGH PUBLIC ASSISTANCE PROGRAMS OR COMMUNITY REFERRALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,813,815 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,656,851 | RevenueAmt |
| Desc | WORKFORCE DEVELOPMENTSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSWORKFORCE DEVELOPMENT: GOODWILL'S WORKFORCE DEVELOPMENT BUSINESS UNIT HELPS PROGRAM PARTICIPANTS PREPARE FOR SUCCESSFUL EMPLOYMENT AND ACHIEVE GREATER INDEPENDENCE BY DEVELOPING AND DELIVERING A BROAD RANGE OF SERVICES TO MEET THE NEEDS OF INDIVIDUALS WITH DISABILITIES AND DISADVANTAGES. THIS IS ACCOMPLISHED THROUGH EMPLOYMENT SERVICES, TRAINING, WORKFORCE DEVELOPMENT SUPPORTS, AND OTHER SUPPORTIVE SERVICES.SUPPORTED EMPLOYMENT IS A PROGRAM THAT PROVIDES LONG-TERM SUPPORT FOR INDIVIDUALS WITH PHYSICAL, MENTAL, AND EMOTIONAL DISABILITIES TO SUCCEED IN OBTAINING AND RETAINING EMPLOYMENT WITH IN THEIR COMMUNITY. GOODWILL TAKES AN INDIVIDUALIZED APPROACH TO REFLECT EACH PERSON'S NEEDS AND GOALS IN SEEKING HIS OR HER HIGHEST POTENTIAL. THIS PROGRAM PROVIDES CASE MANAGEMENT, TRAINING, JOB COACHING, JOB PLACEMENT, AND OTHER RELATED SUPPORTIVE SERVICES. IN 2018, 137 INDIVIDUALS WERE SERVED THROUGH THIS PROGRAM.ADDITIONAL SERVICES PROVIDED THROUGH GOODWILL'S WORKFORCE DEVELOPMENT PROGRAMS ARE; EMPLOYMENT READINESS TRAINING, WORK EXPERIENCE, DIGITAL SKILLS ASSESSMENT AND TRAINING, AND OTHER TRAINING SERVICES. IN 2018, 451 PERSONS WERE SERVED THROUGH ONE OF THESE PROGRAMS.VOLUNTEER INCOME TAX ASSESSMENT ('VITA') PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVICES TO QUALIFIED INDIVIDUALS OF LOW INCOME. THE VOLUNTEER STAFF PREPARED TAX RETURNS FOR 516 INDIVIDUALS IN 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $887,718 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESIDENTIAL PROGRAMSEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTSRESIDENTIAL PROGRAM: GROUP HOMES PROVIDE 24-HOUR SUPPORT AND OFFER THE OPPORTUNITY FOR RESIDENTS TO DEVELOP NEW, HEALTHIER COPING SKILLS IN A POSITIVE, REWARDING ATMOSPHERE. STAFF PROVIDES GUIDANCE, SUPPORT, TRAINING, AND COORDINATION FOR PEOPLE WITH SERIOUS AND PERSISTENT MENTAL ILLNESS. THE FOCUS OF SERVICES IS TO ASSIST RESIDENTS IN ACQUIRING THE RANGE OF SKILLS NEEDED FOR COMMUNITY LIVING. THE GOALS ARE TO PROVIDE THE LEAST RESTRICTIVE SETTING CONSISTENT WITH THE NEEDS OF THE INDIVIDUAL, CREATE A HOME-LIKE ENVIRONMENT THAT ENSURES THE RESIDENTS' HEALTH AND SAFETY AND TREAT RESIDENTS WITH DIGNITY AND RESPECT, WHILE PROVIDING SERVICES WITH THE PURPOSE OF COMMUNITY INTEGRATION AND ACCEPTANCE. IN 2018, 67 INDIVIDUALS WERE SERVED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,046,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 843 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELA COBB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082463140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARLENE DUFFIELD | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SALLY GLEASON | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GARY JOHNSON | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT KELLY | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA KERNER | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN MCNEIL | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA PIATT | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HYWANIA THOMPSON | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DESHAWN WITTER | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WORDEN | |||||||
| DIRECTOR (THRU JANUARY) | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DORA ZUNIGA | |||||||
| DIRECTOR (THRU JANUARY) | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| BEN SCHMIDT | |||||||
| CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT DETTMANN | |||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY THEILEN | |||||||
| TREASURER | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GREG RICE | |||||||
| SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VICKI BUSS-HOLSCHUH | |||||||
| PRESIDENT & CEO | 40.00 | $223,674 | $0 | $28,213 | Yes (X) | ||
| MICHELA COBB | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $127,639 | $0 | $3,291 | Yes (X) | ||
| HEATHER KENNEDY | |||||||
| VICE PRESIDENT & CHIEF PEOPLE OFFICER | 40.00 | $114,706 | $0 | $5,366 | Yes (X) | ||
| TONY LAWSON | |||||||
| VICE PRESIDENT OF OPERATIONS | 40.00 | $114,393 | $0 | $6,912 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $580,412 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,782 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERENGARIA DEVELOPMENT LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N BROADWAY SUITE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | REAL ESTATE CONSULTING | ServicesDesc |
| Compensation | $310,252 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,298,790 | GovernmentGrantsAmt |
| All Other Contributions | $14,976,360 | AllOtherContributionsAmt |
| Noncash Contributions | $14,740,046 | NoncashContributionsAmt |
| Total Contributions | $16,275,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETAIL PROGRAM REVENUE | 453310 | $14,876,090 | $14,876,090 |
| FEE FOR SERVICE CONTRACTS | 900099 | $1,656,851 | $1,656,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,532,941 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,046 | TotalRevenueColumnAmt |
| Exclusion | $17,046 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,922 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,922 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,922 | TotalRevenueColumnAmt |
| Exclusion | $10,922 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,603,640 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,464,872 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $138,768 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,768 | TotalRevenueColumnAmt |
| Exclusion | $138,768 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,655 | TotalRevenueColumnAmt |
| Exclusion | $13,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,655 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,988,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,532,941 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $180,391 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,817 | TotalAmt |
| Management And General | $382,817 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,091,355 | TotalAmt |
| Program Services | $7,915,078 | ProgramServicesAmt |
| Management And General | $1,176,277 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,400 | TotalAmt |
| Program Services | $64,261 | ProgramServicesAmt |
| Management And General | $3,139 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,952 | TotalAmt |
| Program Services | $690,649 | ProgramServicesAmt |
| Management And General | $91,303 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,766 | TotalAmt |
| Program Services | $736,534 | ProgramServicesAmt |
| Management And General | $128,232 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,682 | TotalAmt |
| Management And General | $20,682 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,500 | TotalAmt |
| Management And General | $40,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,854 | TotalAmt |
| Program Services | $266,227 | ProgramServicesAmt |
| Management And General | $70,627 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,237 | TotalAmt |
| Program Services | $2,766 | ProgramServicesAmt |
| Management And General | $120,471 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,716 | TotalAmt |
| Program Services | $1,056,169 | ProgramServicesAmt |
| Management And General | $95,932 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,111,411 | TotalAmt |
| Program Services | $3,044,702 | ProgramServicesAmt |
| Management And General | $66,709 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,893 | TotalAmt |
| Program Services | $192,991 | ProgramServicesAmt |
| Management And General | $21,902 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,267 | TotalAmt |
| Program Services | $111,185 | ProgramServicesAmt |
| Management And General | $2,082 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,154 | TotalAmt |
| Program Services | $595,901 | ProgramServicesAmt |
| Management And General | $76,253 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,032 | TotalAmt |
| Program Services | $35,412 | ProgramServicesAmt |
| Management And General | $40,620 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| IN KIND GOODS | $14,740,046 | $14,740,046 | |
| REPAIRS/SERVICE | $373,447 | $301,456 | $71,991 |
| COST OF GOODS SOLD | $242,580 | $242,580 | |
| DUES/SUBSCRIPTIONS | $154,717 | $5,762 | $148,955 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,306 | TotalAmt |
| Program Services | $44,382 | ProgramServicesAmt |
| Management And General | $34,399 | ManagementAndGeneralAmt |
| Fundraising | $1,525 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,641,132 | TotalAmt |
| Program Services | $30,046,101 | ProgramServicesAmt |
| Management And General | $2,592,891 | ManagementAndGeneralAmt |
| Fundraising | $2,140 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,083 | BOYAmt |
| EOY | $1,471,313 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,517 | BOYAmt |
| EOY | $1,515,798 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400 | BOYAmt |
| EOY | $3,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,474 | BOYAmt |
| EOY | $336,261 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,321 | BOYAmt |
| EOY | $36,321 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,679 | BOYAmt |
| EOY | $3,234,238 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,025 | BOYAmt |
| EOY | $186,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,101,775 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,051,757 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,805,443 | BOYAmt |
| EOY | $5,050,018 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,126 | BOYAmt |
| EOY | $41,723 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,971,068 | BOYAmt |
| EOY | $11,876,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,751 | BOYAmt |
| EOY | $1,135,898 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,765 | BOYAmt |
| EOY | $285,089 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,505 | BOYAmt |
| EOY | $1,327,793 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,136 | BOYAmt |
| EOY | $1,685,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,157 | BOYAmt |
| EOY | $4,434,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,094,911 | BOYAmt |
| EOY | $7,442,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,094,911 | BOYAmt |
| EOY | $7,442,261 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,971,068 | BOYAmt |
| EOY | $11,876,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $347,350 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,459,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,978,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,704,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,894,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,275,150 | CurrentTaxYearAmt |
| Total | $63,311,732 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,459,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,978,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,704,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,894,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,275,150 | CurrentTaxYearAmt |
| Total | $63,311,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $63,311,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,968 | CurrentTaxYearAmt |
| Total | $172,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,484,466 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $57,536,827 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $556,596 | OtherCostOrOtherBasisAmt |
| Book Value | $556,596 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,327,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,263,915 | DepreciationAmt |
| Book Value | $1,063,484 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,672,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,088,997 | DepreciationAmt |
| Book Value | $1,583,506 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,545,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,698,845 | DepreciationAmt |
| Book Value | $1,846,432 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,050,018 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE PAYABLE | $720,034 |
| TENANT SECURITY DEPOSITS | $1,025 |
| DEFERRED GAIN ON SALE LEASEBACK | $964,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,685,267 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,248,436 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,248,436 | RevenueSubtotalAmt |
| Other Revenues Not Included | $14,740,046 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,740,046 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,988,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,901,086 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,901,086 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $14,740,046 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,740,046 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,641,132 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT AN INCOME TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION.. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2018. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 14,740,046. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 14,740,046. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI BUSS-HOLSCHUH | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $216,300 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $7,374 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,326 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,887 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $251,887 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ('PLAN") IS TO MOTIVATE LEADERSHIP 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 FINANCIAL SECURITY AND STABILITY TO 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. MICHELA COBB - $40,679 TONY LAWSON - $37,760 | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $14,740,046 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE CORPORATION MADE THE FOLLOWING CHANGE TO ITS BYLAWS DURING THE FISCAL YEAR: THE CORPORATION'S PURPOSE NO LONGER SPECIFIES AN AGE REQUIREMENT FOR THOSE THAT ARE ELIGIBLE FOR SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE 990 IS REVIEWED WITH THE AUDIT AND FINANCE COMMITTEE AFTER SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("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 GOODWILL. |
| FORM 990, PART VI, SECTION B, LINE 15 | GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC ("GOODWILL") COMPENSATION PACKAGE INCLUDES 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 EXECUTIVE COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC. FINANCIAL STATEMENTS ARE MADE PUBLIC THROUGH THE 990 AS WELL AS IN THE ANNUAL REPORT. |
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