2019-07-26T11:53:09-05:00 2018-12-31 540504608 BROWN EDWARDS & COMPANY LLP 319 MCCLANAHAN STREET SW ROANOKE VA 24014 990 2018-01-01 540884014 GOODWILL INDUSTRIES OF THE VALLEYS INC GOOD 5405810620 2502 MELROSE AVE NW ROANOKE VA 24017 BRUCE PHIPPS CEO 5405810620 2019-07-25 1 MELISSA STANLEY P00720497 5403450936 2019-07-24 206.248.228.130 2019-07-25 10:52:42 ED P 1626BA036CF3DDA5592C13B1B33E888B46C24478 D2AAF2CD548628E9B061370D83896158B605C5C0 2018 2019-02-21 02:37:17Z BRUCE PHIPPS 2502 MELROSE AVE NW ROANOKE VA 24017 23608601 0 X WWW.GOODWILLVALLEYS.COM X 1970 VA HELPING PEOPLE AND FAMILIES IN OUR COMMUNITY ACHIEVE A BETTER LIFE THROUGH WORK AND INDEPENDENCE 16 16 732 433 0 0 7533353 4594506 12681318 11268560 353169 601496 3990016 4042071 24557856 20506633 0 0 0 0 11590870 11132983 0 0 293154 7802679 6631005 19393549 17763988 5164307 2742645 37793930 38634064 12544368 11559925 25249562 27074139 X GOODWILL PROVIDES WORK AND TRAINING PROGRAMS THAT EMPOWER YOUTH, ADULTS AND SENIORS TO ACHIEVE THEIR GREATEST POTENTIAL. GOODWILL HELPS PEOPLE WHO HAVE DISABILITIES, DISADVANTAGES OR NEED TO ENHANCE SKILLS TO FIND A BETTER JOB. 0 0 8323479 7820024 WORKFORCE DEVELOPMENT - GOODWILL RECEIVES FEDERAL GRANTS DESIGNED TO ASSIST INDIVIDUALS WHO ARE LOW INCOME, DISLOCATED, OVER THE AGE OF 55 AND ON A LOW INCOME, YOUTH THAT ARE AT-RISK, AND OTHER INDIVIDUALS WHO HAVE BARRIERS TO EMPLOYMENT. GOODWILL PROVIDES TRAINING AND EDUCATION TO PREPARE INDIVIDUALS FOR EMPLOYMENT OPPORTUNITIES AND HELPS THEM TO FIND A JOB. THROUGH TRAINING AND EMPLOYMENT PROGRAMS INDIVIDUALS ARE ABLE TO ACHIEVE THE PRIDE, DIGNITY, AND SELF-RESPECT THAT COMES FROM EARNING A PAYCHECK AND CONTRIBUTING TO THE COMMUNITY. 3422879 2700373 WORK TRAINING SERVICES - GOODWILL PROCURES GRANTS FROM LOCAL, REGIONAL, AND NATIONAL FOUNDATIONS, COMPANIES, AND MUNICIPALITIES TO FUND PROGRAMS THAT HELP INDIVIDUALS GET BACK TO WORK AND GAIN GREATER INDEPENDENCE. INDIVIDUALS SERVED INCLUDED YOUTH, ADULTS, AND SENIORS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT, SUCH AS INCARCERATION AND YOUTH WHO ARE AT RISK OF DROPPING OUT OF SCHOOL OR INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM. 775159 748163 SOURCE AMERICA - GOODWILL CONTRACTS WITH THE FEDERAL GOVERNMENT TO EMPLOY INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. THESE INDIVIDUALS PROVIDE JANITORIAL SERVICES IN LOCAL FEDERAL FACILITIES THUS ALLOWING THEM TO LIVE AND WORK INDEPENDENTLY. 3932109 THE ORGANIZATION PROVIDES ADMINISTRATIVE AND OTHER MANAGEMENT SERVICES TO ITS RELATED ORGANIZATION, GOODWILL INDUSTRIES OF THE VALLEY WORKS, TO ENABLE IT TO CARRY OUT ITS PROGRAMS. THE EXPENSES RELATED TO THIS REVENUE ARE SHOWN AS MANAGEMENT AND GENERAL EXPENSES IN PART IX, NO AMOUNT HAS BEEN REPORTED HERE. 3932109 12521517 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 1 0 0 1 85 0 1 732 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X THE CORPORATION 5405810620 2502 MELROSE AVE NW ROANOKE VA 24017 TARA BRANSCOM CHAIR 1.00 1.00 X X 0 0 0 DAN KARNES VICE CHAIR 1.00 1.00 X X 0 0 0 HOWARD LYON TREASURER 1.00 1.00 X X 0 0 0 ROBERT JEFFREY JR SECRETARY 1.00 1.00 X X 0 0 0 WILLIAM ANDREWS DIRECTOR 1.00 1.00 X 0 0 0 MELVA BELCHER DIRECTOR 1.00 1.00 X 0 0 0 AARON BOUSH DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW CHURCHILL DIRECTOR 1.00 1.00 X 0 0 0 MIKE FLINT DIRECTOR 1.00 1.00 X 0 0 0 MAE HUFF DIRECTOR 1.00 1.00 X 0 0 0 CHUCK KISER DIRECTOR 1.00 1.00 X 0 0 0 JAMES LAUB DIRECTOR 1.00 1.00 X 0 0 0 NATHANIEL MARSHALL DIRECTOR 1.00 1.00 X 0 0 0 ROY MARTIN DIRECTOR 1.00 1.00 X 0 0 0 CAMILLE WRIGHT MILLER DIRECTOR 1.00 1.00 X 0 0 0 JOHN WOOD DIRECTOR 1.00 1.00 X 0 0 0 BRUCE PHIPPS PRESIDENT & CEO 40.00 1.00 X 276904 0 35257 JACKSON G GREEN CHIEF OPERATIONS OFFICER 40.00 1.00 X 161937 0 14892 STEVEN KELLEY CHIEF FINANCIAL OFFICER 40.00 1.00 X 149807 0 8073 FRANK ROGAN CHIEF DEVELOPMENT OFFICER 40.00 1.00 X 140157 0 7522 KELLY SANDRIDGE VICE PRESIDENT 40.00 1.00 X 105926 0 9554 MARY ANN GILMER VICE PRESIDENT 40.00 1.00 X 117732 0 690 MINDY BOYD VICE PRESIDENT 1.00 40.00 X 0 121137 8565 JODI HENDRICKSON VICE PRESIDENT 1.00 40.00 X 0 87264 11226 MARIE BLISS SENIOR DIRECTOR 40.00 1.00 X 100840 0 8807 1053303 208401 104586 7 0 1 0 DAVID E LOOPER & CO INC PO BOX 3224 HICKORY NC 28603 CONSTRUCTION SERVICES 632824 MARSH & MCLENNAN AGENCY LLC PO BOX 419103 BOSTON MA 022419103 INSURANCE BROKER 296279 G&H CONTRACTING 1320 SOUTHSIDE DR SALEM VA 24153 CONSTRUCTION SERVICES 210298 R LUCAS CONSTRUCTION 2030 SHENANDOAH VALLEY AVE NE ROANOKE VA 24012 CONSTRUCTION SERVICES 159867 4 1994 3908385 45000 639127 4594506 WORKFORCE DEVELOPMENT 561300 7820024 7820024 WORK TRAINING SERVICES 561300 2700373 2700373 SOURCE AMERICA 561300 748163 748163 11268560 179448 179448 3515499 8517 3101968 0 413531 8517 422048 422048 RELATED ORGANIZATION MGMT FEE 561000 3932109 3932109 MANAGEMENT, VENDING, REFUNDS AND 900099 109962 109962 4042071 20506633 15200669 0 711458 819074 819074 8468406 6542092 1713824 212490 97684 51656 37612 8416 1076279 726824 323235 26220 671540 483265 174372 13903 40822 40822 68611 68611 43161 43161 730068 470103 259965 216479 13680 200847 1952 338466 99194 236685 2587 2686 2686 767386 677440 87265 2681 262435 189653 69892 2890 1191 1191 63846 7401 56445 191768 191768 383342 31965 347278 4099 143772 47234 96538 WORKFORCE PROGRAM EXPEN 3054456 3017006 37450 OTHER 322516 164004 144473 14039 17763988 12521517 4949317 293154 2180527 1896200 156802 140547 2110516 2401886 206274 182372 40622097 15874253 23698910 24747844 8923587 8756817 24477 16893 492837 491505 37793930 38634064 1084397 2316727 709008 326006 640001 480001 6168929 6115390 3942033 2321801 12544368 11559925 X 25006172 26859744 243390 214395 25249562 27074139 37793930 38634064 2742645 -895497 -22571 0 X X 0 1 X 1 1 1 X 411226 9463808 8796507 7533353 6162365 32367259 16715602 17723246 18612494 16589676 15200669 84841687 17126828 27187054 27409001 24123029 21363034 117208946 9000000 8000000 7000000 3908385 27908385 1338112 1338112 9000000 8000000 8338112 3908385 29246497 87962449 384334 467434 166028 199688 178444 1395928 384334 467434 166028 199688 178444 1395928 106904 128783 53607 289294 17618066 27783271 27628636 24322717 21541478 118894168 0.73980 0.76040 0.01170 0.01340 X 5330418 5330418 22099298 6695186 15404112 2633726 2184838 448888 8000374 5791902 2208472 2558281 1202327 1355954 24747844 INTEREST RATE SWAP 16552 DUE TO RELATED ORGANIZATION 2305249 2321801 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 BRUCE PHIPPS PRESIDENT & CEO 276904 0 0 0 0 0 11022 0 24235 0 312161 0 0 0 JACKSON G GREEN CHIEF OPERATIONS OFFICER 161937 0 0 0 0 0 8613 0 6279 0 176829 0 0 0 STEVEN KELLEY CHIEF FINANCIAL OFFICER 149807 0 0 0 0 0 7383 0 690 0 157880 0 0 0 PART I, LINE 1A IF THE SPOUSE OR SIGNIFICANT OTHER IS INVOLVED IN THE BUSINESS PURPOSE OF THE TRIP, ONLY ACTUAL EXPENSES INCURRED BY THE ASSOCIATE FOR MEALS, ROOM, TRANSPORTATION, AND OTHER BUSINESS-RELATED EXPENSES WILL BE REIMBURSED. THE EXPENSE REPORTS ARE REVIEWED AND APPROVED BY THE CFO TWICE A YEAR AND THE AMOUNTS ARE INCLUDED AS TAXABLE FRINGE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS SIGNED BY THE CEO AND ELECTRONICALLY SUBMITTED TO THE IRS. THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, SENIOR LEADERSHIP MEMBERS, AND DIRECTOR LEVEL EMPLOYEES MUST COMPLETE AND SIGN A DISCLOSURE FORM ANNUALLY THAT STATES THEY HAVE READ, AGREE WITH, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY GOVERNING BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHEN PERMITTED BY LAW. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD AND MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IT IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO WHO HAS OVER 40 YEARS OF LEADERSHIP EXPERIENCE WITH GOODWILL. THE COMMITTEE USES AN ANNUAL MARKET SALARY STUDY FROM A THIRD PARTY THAT COMPARES POSITIONS BY INDUSTRY, GEOGRAPHIC SCOPE, AND ANNUAL REVENUE FOR BASE SALARY AND TOTAL COMPENSATION. A REVIEW OF THE PREVIOUS YEAR'S OUTCOMES, PERFORMANCE, AND GOALS ATTAINED ARE ALSO CONSIDERED DURING THE PERFORMANCE AND COMPENSATION REVIEW. DISCUSSIONS OF COMPENSATION ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. GOODWILL INDUSTRIES OF THE VALLEY WORKS 2502 MELROSE AVENUE NW ROANOKE VA 24017 270953369 RAISE FUNDS TO SUPPORT GOODWILL PROGRAMS AND SERVICES VA 501(C)(3) LINE 12B, II GOODWILL INDUSTRIES OF THE VALLEYS INC 1 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 1 GOODWILL INDUSTRIES OF THE VALLEY WORKS C 5476244 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS E 2305249 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS J 653110 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS L 3932109 BOOK