2019-02-15T08:10:33-06:00 2018-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2017-07-01 570564001 GOODWILL INDUSTRIES OF UPSTATEMIDLANDS SOUTH CAROLINA INC GOOD 8643510104 115 HAYWOOD RD GREENVILLE SC 29607 PATRICK MICHAELS CEO AND PRESIDENT 8643510104 2019-02-13 1 AMY BIBBY P00445891 8282542254 24.241.144.70 2019-02-13 06:10:10 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3C4A73C7F70BFF54BAAC11A85090BDFB39FC8B01 2017 2019-02-21 02:37:17Z PATRICK MICHAELS 115 HAYWOOD RD GREENVILLE SC 29607 80650828 0 X WWW.GOODWILLSC.ORG X 1973 SC JOB SEARCH ASSISTANCE, JOB TRAINING, JOB PLACEMENT AND LONG-TERM EMPLOYMENT 20 20 2004 238 0 0 27946789 29006454 8377805 10476795 28162 65529 12386562 10582164 48739318 50130942 719760 844805 0 0 28255593 30466301 260061 241231 590226 15311295 14469913 44546709 46022250 4192609 4108692 72868827 76835406 14993686 14752829 57875141 62082577 GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SC (GIUMSC) HELPS PEOPLE BECOME INDEPENDENT THROUGH EDUCATION AND TRAINING LEADING TO EMPLOYMENT. WE SERVE 16 COUNTIES IN THE UPSTATE AND MIDLANDS OF SOUTH CAROLINA. 0 0 33185445 844805 15330070 IN THE 2017-2018 FISCAL YEAR, THE LARGEST EXPENSE AREA FOR GIUMSC WAS DONATED GOODS/RETAIL/ORGANIZATIONAL EMPLOYMENT SERVICES (OES). GIUMSC OPERATED 36 RETAIL STORES AND 49 DONATION CENTERS (MOST OF WHICH WERE LOCATED AT OUR RETAIL STORES). SALES FROM OUR RETAIL STORES CONTINUED TO BE THE PRIMARY SOURCE OF INCOME FOR GIUMSC (GROSS SALES $45,697,006), ENABLING US TO FULFILL OUR MISSION BY HELPING PLACE 12,152 PEOPLE INTO EMPLOYMENT IN THE 2076-2018 FISCAL YEAR. OUR RETAIL STORES, VIA OES, ALSO PLAY A KEY ROLE IN OUR MISSION, EMPLOYING MANY PEOPLE WITH VARIOUS BARRIERS TO EMPLOYMENT, ENABLING THEM TO SUPPORT THEIR FAMILIES AND RECEIVE HEALTH AND RETIREMENT BENEFITS AND CAREER ADVANCEMENT OPPORTUNITIES, ALL DELIVERED IN A SUPPORTIVE ENVIRONMENT THAT ENCOURAGES SELF-SUFFICIENCY. 8336855 4781706 CAREER DEVELOPMENT SERVICES (CDS) WAS OUR SECOND LARGEST EXPENSE AREA. CDS OPERATED 27 GOODWILL JOB CONNECTION(SM) LOCATIONS ACROSS OUR 16-COUNTY SERVICE AREAS. IN THE 2017-2018 FISCAL YEAR, OUR JOB CONNECTIONS PROVIDED RESUME DEVELOPMENT WORKSHOPS, JOB SEARCH ASSISTANCE, COMPUTER TRAINING WORKSHOPS, REFERRALS TO OTHER AGENCY RESOURCES, JOB DEVELOPMENT WITH AREA EMPLOYERS, POSTING OF JOB FAIRS AND RECRUITMENT OPPORTUNITIES, JOB CANDIDATE PRE-SCREENING FOR EMPLOYERS, CRIMINAL BACKGROUND CHECKS AND REFERRALS TO GOODWILL TRAINING PROGRAMS. EACH OF THE 25,913 PEOPLE WHO VISITED ONE OF OUR GOODWILLS RECEIVED AT LEAST ONE (AND GENERALLY MORE) SERVICE THAT WE PROVIDE. GOODWILL INDUSTRIES ALSO OFFERED SEVEN INDUSTRY-SPECIFIC, CERTIFICATED TRAINING PROGRAMS TO JOB SEEKERS. 1162711 857918 CONTRACT SERVICES WAS OUR THIRD LARGEST EXPENSE AREA IN 2017-2018 AND HAD THREE BUSINESS AREAS: CUSTODIAL SERVICES, GROUNDS MAINTENANCE, AND SUB-ASSEMBLY. THE CUSTODIAL GROUP EMPLOYED 10 PEOPLE LAST YEAR AND HAD 8 CUSTOMERS. THEY CLEANED OVER 86 MILLION SQUARE FEET LAST YEAR FOR BUSINESSES, AND MUNICIPAL, COUNTY AND STATE GOVERNMENTS. GROUNDS MAINTENANCE EMPLOYED 4 PEOPLE AND HAD 6 CUSTOMERS. CLIENTS INCLUDED BUSINESSES, AND MUNICIPAL AND STATE GOVERNMENTS. SUB-ASSEMBLY HAD 14 EMPLOYEES AND HAD 10 CUSTOMERS. PROJECTS INCLUDED INSPECTIONS, FULFILLMENT AND PACKAGING FOR CLIENTS. OUR ASSOCIATES ARE A KEY PART OF OUR MISSION. AS PART OF THIS COMMITMENT, WE OFFER ORGANIZATIONAL EMPLOYMENT SERVICES (OES) FOR THEM SUCH AS HEALTH INSURANCE, RETIREMENT BENEFITS, JOB TRAINING, AND THE OPPORTUNITY TO BE PROMOTED. 42685011 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 146 0 1 2004 1 0 0 0 0 0 1 1 0 0 0 1 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X STEPHANIE ESTRADA 8643510104 115 HAYWOOD RD GREENVILLE SC 29607 CHIP HUNT CHAIR 1.00 X X 0 0 0 ROBBIE ROBINSON VICE-CHAIR 1.00 X X 0 0 0 JEROD MANN SECRETARY 1.00 1.00 X X 0 0 0 MICHELLE EDWARDS TREASURER 1.00 X X 0 0 0 ROBERT BARNETT BOARD MEMBER 1.00 1.00 X 0 0 0 TONY BELL BOARD MEMBER 1.00 X 0 0 0 MICHELE BRINN BOARD MEMBER 1.00 X 0 0 0 DANIELLE GIBBS BOARD MEMBER 1.00 X 0 0 0 JENNY GONZALEZ BOARD MEMBER 1.00 1.00 X 0 0 0 CINDY HOPKINS BOARD MEMBER 1.00 1.00 X 0 0 0 STEVE MALLET BOARD MEMBER 1.00 X 0 0 0 ADELA MENDOZA BOARD MEMBER 1.00 X 0 0 0 BURKE ROYSTER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH STEIFLE BOARD MEMBER 1.00 X 0 0 0 CHARLES WEATHERS BOARD MEMBER 1.00 X 0 0 0 RICK COTHRAN BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 TAMMIE GREENE BOARD MEMBER (ROTATED ON) 1.00 1.00 X 0 0 0 JULIO HERNANDEZ BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 KIM MANN BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 SHARON RAY BOARD MEMBER (ROTATED ON) 1.00 X 0 0 0 CHRIS CHAPMAN BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 RHONDA COX BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 JACQUI DIMAGGIO BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 LACRYSTAL JACKSON BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 JAY MCGEE BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 BOB NOVAK BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 SUSAN STAMEY BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 RICK SUMEREL BOARD MEMBER (ROTATED OFF) 1.00 X 0 0 0 PATRICK MICHAELS CEO AND PRESIDENT 50.00 1.00 X 359263 0 26239 STEPHANIE ESTRADA VP - FINANCE 40.00 1.00 X 166491 0 41000 MIKE ADAMS VP - BUSINESS DEV./GOV. REL. 40.00 X 133942 0 12033 GEORGE ALLWES VP - RETAIL 40.00 X 157854 0 30171 BRADFORD MAJORS VP - MARKETING 40.00 X 157792 0 31774 DOUG NEWSOME VP - SUPPORT SERVICES 40.00 5.00 X 147783 0 39357 DARREN WRIGHT VP - CDS 40.00 X 158030 0 32772 1281155 0 213346 8 0 1 0 HOOD CONSTRUCTION COMPANY 1050 SHOP ROAD STE A COLUMBIA SC 29201 CONSTRUCTION 3007178 DANCY INTERIOR CONSTRUCTION INC 103 SHOVLER COURT TAYLORS SC 29687 CONSTRUCTION 1002423 RIGGS PARTNERS 750 MEETING STREET WEST COLUMBIA SC 29169 ADVERTISING 518210 CERIDIAN 3311 EAST OLD SHAKPEE RD MINNEAPOLIS MN 55425 PAYROLL/HRIS SYSTEM 388439 PREMIER TRAILER LEASING PO BOX 206553 DALLAS TX 75320 LEASING 262325 10 223396 28783058 27921697 29006454 VEHICLE AND SALVAGE SALES 453310 4837171 4837171 CAREER DEVELOPMENT 561300 4781706 4781706 CONTRACT SERVICES 561720 857918 857918 10476795 57529 57529 8000 0 8000 8000 8000 128280 223396 152950 -24670 -24670 40859835 30366936 10492899 10492899 MISCELLANEOUS REVENUE 900099 113935 113935 113935 50130942 20969694 0 154794 389398 389398 455407 455407 592993 592993 23556870 22201107 1125024 230739 479253 437480 31666 10107 4035415 3953373 66651 15391 1801770 1680062 106389 15319 108174 9380 98794 269371 263351 5546 474 241231 241231 1119823 895305 222594 1924 540420 509502 2836 28082 4009793 3707879 284093 17821 3808738 3798753 9985 302191 249789 50353 2049 76117 42071 26407 7639 280839 272402 8437 2629056 2597116 31940 234224 173252 60672 300 SUPPLIES 1077985 1054160 22633 1192 SPECIAL EVENTS 14407 14407 BAD DEBT 7229 -10729 17958 MISCELLANEOUS EXPENSE -8454 -8454 46022250 42685011 2747013 590226 8116266 6219673 4420775 6478305 218591 831883 1285165 2939412 2684000 162241 293584 78046454 18504067 56274679 59542387 12500 170256 111071 -56555 72868827 76835406 3229246 2663221 107237 53047 71026 71231 7458316 7548704 3984443 4371952 143418 44674 14993686 14752829 X 57875141 61491842 590735 57875141 62082577 72868827 76835406 X 4108692 98744 X X 0 1 X 1 1 1 X 26097570 26431049 28816134 27946789 29006454 138297996 26097570 26431049 28816134 27946789 29006454 138297996 138297996 7613 9424 57832 23283 57529 155681 35676 49854 114198 104366 242215 546309 138999986 159168048 0.99490 0.99650 X 14341923 14341923 37842076 5074907 32767169 10547039 4778738 5768301 8172381 6020934 2151447 7143035 2629488 4513547 59542387 OBLIGATION UNDER INTEREST RATE SWAP 44674 44674 X 81135918 386346 30827207 31213553 49922365 208577 208577 50130942 76928482 386346 30728463 31114809 45813673 208577 208577 46022250 PART X, LINE 2: THE ORGANIZATION HAS OBTAINED NONPROFIT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS EXEMPT FROM INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 98,744. COST OF GOODS SOLD 30,575,513. SPECIAL EVENT EXPENSE 152,950. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISING INCLUDED IN COST OF GOODS SOLD 208,577. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 30,575,513. SPECIAL EVENT EXPENSE 152,950. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISING INCLUDED IN COST OF GOODS SOLD 208,577. X X 0 NATIONAL CHARITY CARS PO BOX 90967 WASHINGTON DC 20090 AUTO SALES 0 340868 208577 132291 SMOAK PUBLIC RELATIONS 105 NORTH SPRING STREET SUITE 111 GREENVILLE SC 29601 RECOGNITION EVENT MANAGEMENT 0 0 15000 -15000 THE CAMPBELL GROUP 105 GINGER LANE TAYLORS SC 29687 DIRECT MAIL 0 0 17654 -17654 340868 241231 99637 SC CHAMPIONS TRIBUTE 107210 107210 23421 29821 78638 BRIDGEBUILDERS BREAKFAST 244466 223396 21070 1274 4146 15650 351676 223396 128280 24695 33967 94288 152950 -24670 1 GOODWILL INDUSTRIES OF LOWER SOUTH CAROLINA INC 2150 EAGLE DRIVE BLDG 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 389398 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM SUB RECIPIENT 1 MILESTONE INCENTIVES, TRANSPORTATION, & TUITION FOR JOB SPECIFIC TRAINING 798 190825 264580 FMV TUITION PAID FOR PARTICIPANTS TO ATTEND CLASSES PART I, LINE 2: EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER WHO IS RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS SPECIFIED BY THE GRANT AWARD. GIUMSC DRAWS AND DISBURSES THE GRANT FUNDS ACCORDING TO SPECIFICATIONS OF THE GRANT AGREEMENT. ALL GRANT AWARDS ARE ASSIGNED A UNIQUE COST CENTER IN THE GENERAL LEDGER SYSTEM. GIUMSC ALSO MAKES PERIODIC REPORTS TO THE FUNDING SOURCE AS REQUIRED BY THE GRANT AGREEMENT. GIUMSC ACCOUNTING STAFF REVIEW GRANT FINANCIAL REPORTS AND BUDGETS WITH PROGRAM MANAGERS ON A MONTHLY BASIS. INCENTIVES ARE EARNED BY PARTICIPANTS ONCE CERTAIN MILESTONES ARE REACHED WITHIN EACH PROGRAM. WHEN GIUMSC MAKES SUBAWARDS, AN AGREEMENT IS SIGNED BETWEEN GIUMSC AND THE SUBRECIPIENT. THE AGREEMENT SPECIFIES ALL OF THE REQUIREMENTS OF THE ORIGINAL AWARD AND THE REPORTING REQUIREMENTS OF THE SUBRECIPIENT TO GIUMSC. MONTHLY REPORTS ARE RECEIVED FROM SUBRECIPIENTS, REVIEWED, AND ENTERED INTO THE GENERAL LEDGER SYSTEM WHEN APPROVED. GIUMSC MAKES MONITORING VISITS TO THE SUBRECIPIENTS ANNUALLY TO REVIEW THE PROGRAM OUTCOMES AND FINANCIAL RECORDING OF PROGRAM EXPENDITURES. X X X X X 0 0 0 0 0 1 0 0 0 PATRICK MICHAELS CEO AND PRESIDENT 267371 0 91892 0 0 0 18000 0 8239 0 385502 0 0 0 STEPHANIE ESTRADA VP - FINANCE 139979 0 26512 0 0 0 15324 0 25676 0 207491 0 0 0 GEORGE ALLWES VP - RETAIL 135503 0 22351 0 0 0 12398 0 17773 0 188025 0 0 0 BRADFORD MAJORS VP - MARKETING 130960 0 26832 0 0 0 14295 0 17479 0 189566 0 0 0 DOUG NEWSOME VP - SUPPORT SERVICES 123681 0 24102 0 0 0 13681 0 25676 0 187140 0 0 0 DARREN WRIGHT VP - CDS 126896 0 31134 0 0 0 14346 0 18426 0 190802 0 0 0 PART I, LINE 6 IF A MEMBER OF SENIOR STAFF (DIRECTORS AND ABOVE) MEETS SPECIFIC CRITERIA, THEY BECOME ELIGIBLE FOR VARIABLE COMPENSATION. HOWEVER, FOR THE INDIVIDUAL TO BE ELIGIBLE, THE ORGANIZATION MUST FIRST MEET AGGRESSIVE GOALS SET FORTH IN THE BUSINESS PLAN, WHICH INCLUDE: 1. PLACEMENT OF PERSONS INTO EMPLOYMENT 2. ATTAINMENT OF PLACEMENT RATE GOAL 3. COMPLETION OF DEPARTMENTAL OBJECTIVES FOR THE FISCAL YEAR 4. ACHIEVEMENT OF NET EARNINGS GOAL A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 2014-08-29 9530000 REFUND 2006 ISSUE 0 0 0 A 2576200 9530000 9530000 2007 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 1 TD BANK 5.000000000000 0 0 0 0 0 A 0 X 27580829 FMV X 549 340868 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE OFFICERS OF THE CORPORATION NAMED IN ARTICLE V OF THESE BYLAWS, THE CHAIR OF EACH COMMITTEE THEN IN EXISTENCE, AND SUCH ADDITIONAL DIRECTORS APPOINTED BY THE NOMINATING COMMITTEE, SHALL SERVE AS THE MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD. AT ANY EXECUTIVE COMMITTEE MEETING WHERE A DECISION IS MADE, THE PRESIDENT SHALL REPORT SUCH DECISION TO THE BOARD OF DIRECTORS AT ITS NEXT REGULARLY SCHEDULED MEETING. THE EXECUTIVE COMMITTEE WILL NOT HAVE THE AUTHORITY TO PURCHSE OR SELL REAL ESTATE OR BORROW MONEY IN THE NAME OF THE CORPORATION. THE EXECUTIVE COMMITTEE IS ALSO SUBJECT TO THE CONTROL AND DIRECTION OF THE FULL BOARD AND WILL LIMIT ITS DECISION MAKING TO ONLY THOSE REQUIRED BY THESE BYLAWS, ITS BOARD-APPROVED COMMITTEE CHARTER OR THOSE DECISIONS WHICH DUE TO THE NECESSITY OF TIME CANNOT BE MADE BY THE BOARD OF DIRECTORS AT A GENERAL OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE FINANCE AND AUDIT COMMITTEE FOR APPROVAL. THE FORM IS ALSO REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW THE POLICY AND ARE REQUIRED TO SIGN ANNUALLY. IF A MEMBER HAS A CONFLICT OF INTEREST, THEY DO NOT PARTICIPATE DURING THE DISCUSSION OF, OR THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. DUE DILIGENCE IS EXERCISED IN ALL POSSIBLE CONFLICT OF INTEREST TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 CEO DETERMINES COMPENSATION BASED ON COMPARABLES TO OTHER GOODWILL ORGANIZATIONS, NON-PROFITS & FOR PROFIT PEER ORGANIZATIONS, AND COMPANY POLICY. THE ORGANIZATION ENGAGES A THIRD PARTY TO DO A SALARY SURVEY AT LEAST EVERY THREE YEARS TO HELP DETERMINE APPROPRIATE COMPENSATION. THE BOARD APPROVES THE POOL OF FUNDS TO BE MADE AVAILABLE FOR ANNUAL MERIT BASED INCREASES. THE BOARD USES THIS SAME POLICY TO EVALUATE THE CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE SPECIFICALLY REVIEWS THE COMPENSATION OF EACH EMPLOYEE WHO EARNS AT LEAST $120,000. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES THE FORM 990 ON ITS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE CURRENT ANNUAL REPORT AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP 98,744. PART XII LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SC VOCATIONS AND INDIVIDUAL ADVANCEMENT 115 HAYWOOD RD GREENVILLE SC 29607 270937694 WORK OPPORTUNITIES FOR PEOPLE WITH DISABLITIES SC 501(C)(3) LINE 10 GOODWILL INDUSTRIES OF UPSTATEMIDLANDS OF SC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 SC VOCATIONS AND INDIVIDUAL ADVANCEMENT L 56555 FMV PART II, RELATED TAX-EXEMPT ORGANIZATIONS: SUPPLEMENTAL INFORMATION GOODWILL INDUSTRIES OF THE UPSTATE/MIDLANDS SOUTH CAROLINA, INC. PROVIDES A RANGE OF BUSINESS SERVICES TO SC VOCATIONS AND INDIVIDUAL ADVANCEMENT TO ALLOW THIS RELATED ORGANIZATION TO FUNCTION AS EFFICIENTLY AS POSSIBLE. THIS INCLUDES ACCOUNTING, HUMAN RESOURCES, BUSINESS DEVELOPMENT, SENIOR MANAGEMENT, AND BOARD OVERSIGHT. THIS ASSISTANCE IS PROVIDED AT NO CHARGE TO THE RELATED ORGANIZATION.