2019-06-18T12:07:57-05:00 2018-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2018-01-01 390808491 Goodwill Industries of Southeastern Wisconsin Inc % LISA HEIDER GOOD 4148474200 5400 South 60th Street Greendale WI 53129 TAMARA T JUNG CFO 4148474200 2019-06-17 true Michelle L Weber P00556798 4142898200 209.220.64.52 39529020191695000001 2019-06-18 P 6098D55FF0E7CCF9C3E403A7CE8C578524A243B8 6098D55FF0E7CCF9C3E403A7CE8C578524A243B8 2018 2019-02-21 02:37:17Z Jacqueline L Hallberg 5400 South 60th Street Greendale WI 53129 141462675 false X www.goodwillsew.com X 1919 WI Goodwill provides training, employment and supportive services for people with disabilities or disadvantages who seek greater independence. 21 21 6127 204 0 679432 48005539 35482240 70327055 71230412 68935 308243 723921 475838 119125450 107496733 1046603 782326 0 0 91609385 88662629 0 0 271852 7240578 8276294 99896566 97721249 19228884 9775484 170147204 180612843 62130526 62691016 108016678 117921827 X THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES OR DISADVANTAGES INCLUDE PHYSICAL OR INTELLECTUAL DISABILITIES, MENTAL HEALTH ISSUES, SKILL LIMITATIONS, LACK OF EDUCATION AND JOB PREPARATION, COMMUNICATION CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. GOODWILL PURSUES ITS MISSION IN TWO WAYS. THE FIRST IS BY EMPLOYING PEOPLE WITH DISABILITIES AND DISADVANTAGES WITHIN THE ORGANIZATION'S OWN OPERATIONS IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT, EMPLOYMENT SERVICES, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES OR ARE DISADVANTAGED OR HAVE OTHER SPECIAL NEEDS, IN ORDER TO ENHANCE THEIR EMPLOYMENT OPPORTUNITIES, PREVENT OR ALLEVIATE REHABILITATION PROBLEMS, AND FACILITAT false false 77715405 44953164 Goodwill Great Lakes Goodwill provides food service, administrative services, and logistics support to the United States Navy at Naval Station Great Lakes in Illinois. This program provides work opportunities and skill development for individuals with significant disabilities through the AbilityOne program. Competitive wages and benefits, training, and an opportunity for career advancement are offered to this diverse workforce, which includes individuals with visual impairment, hearing impairment, developmental disabilities, learning disabilities, physical disabilities, or mental illness. In 2018, Goodwill Great Lakes served over 9.0 million meals to U.S. Navy Sailors and recruits. At the end of 2018, Goodwill Great Lakes employed more than 700 people, over 500 of whom were people with significant disabilities. During the course of 2018, Goodwill Great Lakes served over 700 individuals with disabilities. Participants are not ready for competitive employment when they enroll in the AbilityOne program. At Great Lakes, Goodwill offers a supportive environment for individuals with significant disabilities who may otherwise be denied the opportunity to work. Through the AbilityOne program, people who may have been dependent upon public assistance move toward financial independence. Goodwill provides support to this workforce through accommodations and training. Goodwill's experience in rehabilitation enables the organization to provide appropriate accommodations to ensure that individuals with significant disabilities are able to perform their assigned job functions. Some examples of accommodations are changes in work schedule or job function to accommodate disability-related issues, interpreters for the hearing impaired, and mobility training for people with visual impairment or physical disabilities. During 2018, Goodwill Great Lakes worked in collaboration with more than 20 community rehabilitation and referral agencies. Goodwill also supports its workforce with training that provides a way for employees to increase their knowledge, advance within Goodwill, or move into competitive positions outside the company. This support takes the form of workshops, on-the-job technical training, one-on-one counseling/coaching sessions, career development and placement activities, and referral to community resources. Training topics include job retention skills and life skills, such as employer expectations, customer service, attendance, appearance, hygiene, communication, attitude, teamwork, time/anger/stress management, financial management, and self-empowerment. In addition to internal training programs, Goodwill offers tuition reimbursement for courses taken through local educational institutions, and career advancement services that are available to our participants. 9208010 782326 26478101 Mission Services Goodwill's Mission Services unit helps program participants prepare for successful employment and achieve greater independence by developing and delivering a broad range of services designed to meet the needs of individuals with disabilities or disadvantages. Goodwill's Mission Services provides training, employment, workforce development, and supportive services in several communities in southeastern Wisconsin, including Milwaukee, Waukesha, Racine and Kenosha. During 2018, the Mission Services programs of Goodwill provided services to over 36,600 individuals and placed people into almost 3,100 jobs in the community. Employment Services In 2018, Goodwill provided Employment Services to individuals in Southeastern Wisconsin. These services include community and supported employment, evaluation services, job placement, mentoring, internships, and skills training. Goodwill operated four Workforce Connection Centers as well as access points at a womens shelter, homeless shelter, and public libraries during 2018 in Southeastern Wisconsin. The centers provide free job search and support services to the general public, regardless of income or other qualifying criteria. These centers were developed to help individuals who are unemployed or underemployed find and keep jobs. Workforce Connection Center staff provide assistance throughout the job search process, including resume development, job applications, computer access, job-search strategies, and access to resources needed to sustain employment. The Workforce Connection Centers host several employer on-site events each month to connect job-seekers with employers in need of workers. Goodwill also collaborates with other local organizations to connect center customers to additional resources, including drivers license recovery programs, counseling, benefits assistance, and help with housing and other concerns. Together, these centers provided services to almost 9,000 people in 2018. Similar Goodwill-operated centers in Racine and Kenosha served over an additional 1,500 people. Goodwill has been a partner since 1989 in the Kenosha County Job Center, one of Wisconsins first urban job centers, considered "best practice" on both a national and international level. At the Job Center, Goodwill offers extensive employment services that include job seeking and retention, life skills sessions, one-on-one consultation, mentoring and follow-up. Case management services include program orientation, assessment, development of employability plans, employment counseling, job seeking skills, group and individual job search activities, and referrals to community partners for agency services and adult education. Training Goodwills workforce development training programs focus on providing work and life skills training and sector-specific training to help participants find work or start a career. Participants in these programs receive practical skills training as well as instruction in employer expectations, workplace behavior, and interpersonal skills. Job placement and retention services ensure that Goodwill graduates are successfully placed. Job coaches provide on-site guidance to newly placed Goodwill program participants to ensure successful integration into the workplace environment. Our training services are customized to meet specific industry or employer need. Culinary training is a comprehensive, hands-on program in which students prepare and serve meals to customers at Goodwills Caf 1919 in the James O. Wright Center on the northwest side of Milwaukee. Custodial training prepares individuals for work in environmental services. Customer Service training programs prepare individuals for customer service positions across a variety of industries. Other training programs include ex-offender job re-entry and outreach services in the Kenosha area. In 2018, Goodwill Workforce Development Training programs served almost 1,200 individuals. Workforce Development Supports In 2018, Goodwill provided Workforce Development Supports for over 5,200 individuals. These supports included benefits counseling, ancillary vocational services such as financial literacy, and other work-related supports such as child care case management. Supportive Services Goodwill provided Supportive Services in 2018 to over 18,000 adults and seniors through a variety of programs. Goodwills Day Services support adults and seniors with developmental disabilities or taumatic brain injuries to enjoy more independent and active lives in the community at five locations. Goodwill adult centers offer daily activities including community outings, recreation and socialization with others, volunteering, enhancing life skills, and promoting self-advocacy. Programs also offer peace of mind as well as respite for working care givers. During 2018, nearly 400 individuals were served by Goodwills Day Service programs. Goodwills Community Services help improve the quality of life for seniors and their families. Community Services provides support for people who find it difficult to work or cannot participate in Goodwills employment programs due to increasing age or poor health. Goodwill offers programs that assist seniors in maintaining their independence, with the goal of decreasing premature and unnecessary institutionalization. These programs include Case Management, Home Delivered Meals, and the Foster Grandparent Program. The Case Management unit provides long-term care management (intake, assessment, planning for service delivery, ongoing support to members and their families, and case monitoring) for people who have physical or developmental disabilities or are frail elders. During 2018, Goodwills Home Delivered Meals served Milwaukee County senior citizens with over 363,300 meals delivered to their homes. Goodwills team at the Kenosha County Job Center/Human Services building provides a number of additional supportive services. These services include coordinating the volunteer guardianship program, coordinating regional efforts for Comprehensive Community Services in Kenosha and Racine, and a number of community outreach programs. Through the Adult Protective Services program Goodwill provides intervention for at-risk physically disabled and elderly persons by identifying cases of physical abuse, neglect, financial abuse or self-neglect. Goodwills team also provides administrative services for the Division of Children and Family services and central services for the Department of Human Services. In 2018, over 7,100 people in the Kenosha area received assistance from the Holiday House program, which provides winter coats, toys, and holiday food baskets to families in need. Goodwill TalentBridge, LLC Goodwill TalentBridge is Goodwills own recruiting and staffing service. Thousands of people come to Goodwill each year looking for jobs - through the Workforce Connection Centers, traditional employment and training programs, the Human Resources department, TalentBridge, and other avenues. Goodwills goal is to develop a seamless process to enable people to approach Goodwill for assistance, be assessed, directed to the appropriate resources or training, and ultimately connected to employment. TalentBridges critical role is to cultivate employer relationships and build partnerships with employers that result in increased job placement opportunities. TalentBridge is Goodwills link to connect workforce talent to workplace opportunity. In 2018, Goodwill TalentBridge employed almost 4,000 individuals, in large part to individuals who had previously been un- or under-employed. TalentBridge offers employers a wide range of solutions and services, including contract employment, contract to hire, direct placement, and recruitment process outsourcing. TalentBridge provides job placement in an array of industries, including manufacturing and industrial, healthcare, finance and banking, professional and administrative, call center, culinary and food service. Laundry Goodwill SEW performs laundry services for federal customers such as the Navy and Department of Veterans Affairs hospitals through the AbilityOne program, which provides work opportunities and skill development for individuals with significant disabilities. Throughout 2018, more than 100 individuals with significant disabilities worked in laundry, and over 50 new individuals started working in laundry. Goodwill DataShield Goodwill DataShield is dedicated to secure document destruction for commercial customers. Goodwill DataShield is a member of the National Association for Information Destruction (NAID) and in 2018, shredded and recycled nearly 2.4 million pounds of documents. 86923415 true true false false false false false false false false true false false true true true false true false false false false false false true false false true true true true false false false false false false false false true false false false false false true true true true false false true 132 0 true 6127 true true true false false false false true true false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false IL WI X X LISA HEIDER 4148474200 5400 SOUTH 60TH STREET Greendale WI 53129 X James Borris Director 2.0 0.0 X 0 0 0 Jacqueline M Bowles Director 2.0 1.0 X 0 0 0 Mary Dowell Director 2.0 0.0 X 0 0 0 Karen G Duffy Director 2.0 1.0 X 0 0 0 John Dziewa Director 2.0 0.0 X 0 0 0 Laura Gough Director 2.0 0.0 X 0 0 0 Michelle D Greene Director 2.0 0.0 X 0 0 0 Bradley Kalscheur Director 2.0 0.0 X 0 0 0 Robert J Klug Board Chair 2.0 3.0 X X 0 0 0 David Marcus Director 2.0 0.0 X 0 0 0 Michelle Mason Director 2.0 1.0 X 0 0 0 Timothy J Mattke First Vice Chair & Treasurer 2.0 2.0 X X 0 0 0 Richard A Meeusen Director 2.0 1.0 X 0 0 0 Thomas V Richtman Director 2.0 1.0 X 0 0 0 Anthony D Ross Director 2.0 1.0 X 0 0 0 Mason Ross Director 2.0 0.0 X 0 0 0 Thomas R Savage Secretary 2.0 2.0 X X 0 0 0 Irene Sudac Second Vice Chair 2.0 1.0 X X 0 0 0 Carl E Vander Wilt Director 2.0 1.0 X 0 0 0 Marilyn Vollrath Director 2.0 0.0 X 0 0 0 Charlie Wright Jr Director 2.0 0.0 X 0 0 0 Jacqueline L Hallberg President & CEO 40.0 12.0 X 577634 0 36914 Charles J Stadler COO - thru 4/18 40.0 12.0 X 392825 0 19444 Tamara T Jung CFO/Asst Treasurer 40.0 12.0 X 275324 0 30629 Joan B Farrell VP/Asst Secretary 40.0 12.0 X 241109 0 30847 Daniel S Depies SVP Mission 46.0 6.0 X 175375 35178 33670 Billie Torrentt COO - as of 4/18 15.0 37.0 X 84422 196985 35650 Steven J Loos Chief Admin Officer 40.0 0.0 X 259757 0 37788 Patricia A Boelter-Mundt Vice President 40.0 0.0 X 251549 0 25844 Christine E Brooks Vice President 40.0 0.0 X 237862 0 19687 Kent A Walters Senior Vice President 40.0 0.0 X 237288 0 36194 Michael Matus Vice President 40.0 0.0 X 227166 0 29652 2960311 232163 336319 44 false true false Great Lakes Resources Inc 702 E Washington MADISON WI 53701 Temp Staffing Agency 4675346 First Student Inc 705 Central Avenue Suite 300 CINNCINNATI OH 45202 Transportation Svcs 631177 Noble Diagnostics Inc 19525 Janacek Court Suite 103 BROOKFIELD WI 53045 Employment Screening 444969 LAMMI Sports Management Inc 161 S 1st Street Suite 320 MILWAUKEE WI 53201 Provide Sports Celeb 437240 Eurest Compass Group PO Box 91337 CHICAGO IL 60693 Cafeteria Svcs 329225 19 34318 20685152 14163847 598923 35482240 PARTICIPANT PROGRAM AND SERVICES 624100 26347683 26347683 GREAT LAKES PROGRAMS AND SERVICES 561499 44882729 44882729 71230412 310295 310295 0 0 210163 26392 183771 0 183771 183771 2052 -2052 -2052 -2052 274142 34318 274142 0 0 5443 3176 2267 2267 33730615 33660180 70435 70435 CAFETERIA 561499 88947 88947 CREDIT CARD REBATE 561000 87486 87486 MISCELLANEOUS INCOME 900099 42932 42932 219365 107496733 71431265 583228 382865 382865 399461 399461 0 0 1808147 595076 1161730 51341 217234 217234 67457749 53325422 13984675 147652 2002380 1212606 783887 5887 11749433 10269691 1474494 5248 5427686 4331352 1086198 10136 0 207135 65937 141198 158005 158005 0 0 0 10093567 6573334 3482969 37264 2234590 148647 2085943 4037077 3798063 234433 4581 1678564 467305 1207452 3807 0 2631223 1084960 1545663 600 1892119 1636590 254717 812 0 366207 110459 251224 4524 1469170 3604 1465566 0 3121771 386941 2734830 555622 416157 139465 ALLOCATED MANAGEMENT FEES -16933665 -16933665 ALLOCATED OCCUPANCY -3400091 1714945 -5115036 TRANSPORTATION TAX 140000 140000 PERSONAL PROPERTY TAX 25000 25000 97721249 86923415 10525982 271852 0 0 30889309 39324924 57392 25964 9297906 9766189 0 0 0 0 0 0 628246 658050 788174 884253 193101628 87454677 111098682 105646951 0 0 0 0 0 0 0 0 17387495 24306512 170147204 180612843 15336535 19016438 0 0 838382 733183 42687010 40303636 0 0 0 0 0 0 976438 497506 2292161 2140253 62130526 62691016 X 107681208 117670898 335470 250929 0 0 108016678 117921827 170147204 180612843 X 9775484 -38892 168557 X false true X true true true X 41359590 41112635 38151189 48005539 35482240 204111193 0 0 41359590 41112635 38151189 48005539 35482240 204111193 108883883 95227310 733222 310276 319281 325981 520458 2209218 0 253456 339006 354111 290023 279585 1516181 207836592 516842522 0.45818 0.45701 X 30629786 30629786 128881343 62595450 66285893 24943012 20618430 4324582 8647487 4240797 4406690 105646951 DUE FROM GW MANUFACTURING 22659236 457(B) PLAN 690251 DUE FROM GW RETAIL SERVICES 464710 DUE FROM GW METRO CHICAGO 462053 OTHER ASSETS 30262 24306512 0 ACCRUED SWAP INTEREST 784645 457(B) PLAN LIABILITY 690251 OBLIG. UNDER CAPITAL LEASES 605219 VEHICLES REFUNDABLE ADVANCE 60138 2140253 X 142918330 -38892 19112 35441377 35421597 107496733 107496733 133013181 19112 35441377 35460489 97552692 168557 168557 97721249 Liability for Accounting for Uncertainty in Income Taxes PART X Goodwill Industries of Southeastern Wisconsin, Inc., Goodwill Industries of Metropolitan Chicago, Inc., Goodwill Retail Services, Inc. and Goodwill Manufacturing, Inc. have received determination letters from the Internal Revenue Service (IRS) indicating that they are exempt from federal income taxes, except for taxes pertaining to unrelated business income under Section 501(c)(3) of the Internal Revenue. Goodwill TalentBridge, LLC has been organized as a limited company and, accordingly, is not subject to federal or state income taxes. All income tax attributes of the entity are passed through to its sole member, Goodwill Industries of Southeastern Wisconsin, Inc. The entity is included in the consolidated information return filed by Goodwill Industries of Southeastern Wisconsin, Inc. The FASB issued guidance related to the uncertainty of income tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements and requires additional disclosure. Goodwill recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. As of December 31, 2018, Goodwill does not believe there is any uncertainty with respect to its tax positions. Goodwill files information returns in the U.S. Federal and the states of Wisconsin and Illinois jurisdictions. Tax years open under the Federal statute of limitations include 2015 through 2018. Tax years open under state of Wisconsin and state of Illinois statutes include 2014 through 2018. Goodwill has not historically filed any unrelated business income tax returns but is expected for file for 2018 for federal and the states of Wisconsin and Illinois jurisdications. Tax years remain open for years in which an income tax return has not been filed. On December 22, 2017, tax reform legislation commonly known as the TAx Cuts and Jobs ACt of 2017 (the Act) was passed; resulting in significant modification to existing tax law. While there were no material effects on Goodwill's financial statements as a result of the Act, management is evaluating the ongoing impact of the Act on Goodwill. Reconciliation of Revenue PART XI Line 2D Rental Expenses 26,392 Fundraising event expenses 274,142 Gaming Expenses 3,176 Cost of goods sold 33,660,180 Intercompany Contracted Services 572,992 Intercompany Temporary Help 904,495 ------------ Total 35,441,377 Reconciliation of Expenses PART XII Line 2D Rental Expenses 26,392 Fundraising event expenses 274,142 Gaming Expenses 3,176 Cost of goods sold 33,660,180 Intercompany Contracted Services 572,992 Intercompany Temporary Help 904,495 ------------ Total 35,441,377 Line 4B Unrealized Swap Interest 168,557 Retro Event 308460 34318 274142 41123 60249 172770 0 308460 34318 274142 41123 60249 172770 274142 true Goodwill Industries of Metropolitan Chicago 5400 South 60th Street Greendale WI 53129 364455490 501(c)(3) 382865 Grant - See Form 990 1 Merchandise Vouchers 13659 0 341479 FMV Merchandise Voucher Clothing for Job Interviews 8 0 530 FMV Clothing Transportation for Job Interviews 1 0 83 FMV Transportation Stipends for Program Achievements 31 48372 0 Participant Incentives 48 0 1625 FMV Miscellaneous Job Seeking Materials 37 0 7372 FMV Miscellaneous Monitoring Procedures PART I, LINE 2 Goodwill provides assistance to individuals and families experiencing hardship either directly or through other social service agencies. Goodwill and agency representatives distribute merchandise vouchers that may be redeemed for clothing, household items, transportation, meals, and job-seeking support from Goodwill stores. X true true X X X X true false false true true true true false false Jacqueline L Hallberg President & CEO 468539 0 99667 0 9428 0 21250 0 15664 0 614548 0 0 0 Charles J Stadler COO - thru 4/18 121169 0 43838 0 227818 0 13792 0 5652 0 412269 0 0 0 Billie Torrentt COO - as of 4/18 69301 161701 11180 26087 3941 9197 6375 14875 4320 10080 95117 221940 0 0 Tamara T Jung CFO/Asst Treasurer 242009 0 32541 0 774 0 23998 0 6631 0 305953 0 0 0 Joan B Farrell VP/Asst Secretary 209774 0 29961 0 1374 0 18733 0 12114 0 271956 0 0 0 Daniel S Depies SVP Mission 145479 29181 29202 5857 694 140 13374 2682 14671 2943 203420 40803 0 0 Steven J Loos Chief Admin Officer 227347 0 31036 0 1374 0 20123 0 17665 0 297545 0 0 0 Patricia A Boelter-Mundt Vice President 215628 0 30706 0 5215 0 19281 0 6563 0 277393 0 0 0 Christine E Brooks Vice President 208735 0 28857 0 270 0 18075 0 1612 0 257549 0 0 0 Kent A Walters Senior Vice President 191523 0 45363 0 402 0 18514 0 17680 0 273482 0 0 0 Michael Matus Vice President 197184 0 28201 0 1781 0 17540 0 12112 0 256818 0 0 0 Health and Social Club Dues PART I, LINE 1A The Social Club dues referenced in Part I, Line 1A are used for business purposes. Any personal use expenses are reimbursed to Goodwill. Severance Payment Part I, Line 4A An individual left the organization and received a severance payment in 2018. Due to a confidentiality agreement, neither the name nor the amount will be listed. It is included in Schedule J, Part II, Column B(III). Leadership Incentive Plan PART I, LINES 5A - B AND 6A - B Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") provides an incentive plan for certain management personnel. The purpose of Goodwill's Leadership Incentive Plan ("Plan") is to motivate executives 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 the financial security and stability of 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 Human Resources and compensation Committee of the Board of Directors. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2012-12-20 13500000 LAND AND BUILDING EXPANSION false false false B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 10000000 LAND AND BUILDING EXPANSION 2014A false false false C WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 2500000 LAND AND BUILDING EXPANSION 2014B false false false D WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 17000000 LAND AND BUILDING EXPANSION 2014C false false false A 2340000 0 13500000 0 0 0 106000 0 0 9489000 3905000 0 2012 true false true true B 2248000 0 10000000 0 0 0 0 0 0 0 10000000 0 2014 true false true true C 562000 0 2500000 0 0 0 0 0 0 0 2500000 0 2014 true false true true D 1783000 0 17000000 0 0 0 0 0 0 17000000 0 0 2015 true false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false true true true US BANK 6.4 false false false 0 false true B false true true true us bank 10. false false false 0 false true C false true true true us bank 10. false false false 0 false true D false true true true us bank and pnc bank 10. false false false 0 false true A true B true C true D true Schedule K Bond Description of Purpose Part I, Column F During 2012, the filing organization issued a new bond to partially refund a 2002 bond. During 2014, the organization issued three new bonds to refund 2005 and 2009 bonds. The funds produced by these issued bonds were used to finance land and building expansion. During 2018, the filing organization terminated their swaps related to the 2012 bonds and reissued one new swap. On November 1, 2018, as a result of certain terms of the bond, gross proceeds of the 2014C bonds were deposited and reissued pursuant to Treasury Regulations. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 6565000 LAND AND BUILDING EXPANSION 2014D false false false A 2030000 0 6565000 0 0 0 0 0 0 6565000 0 0 2014 true false true true A false false false false 0 false false false true A false true true false 0 false 0 false true A true Elizabeth Mcnally Family of Director 217234 Entity Paid Wages false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV The above business transactions involving an interested person is provided to Goodwill at or below fair value and are in the normal course of business. All decisions to enter into this transaction were reviewed in accordance with our conflict of interest policy and the interested person was excluded from the decision making process. Specific Assistance to Individuals PART IV, LINE 22 SPECIFIC ASSISTANCE TO INDIVIDUALS: $399,367 GOODWILL WORKS IN A JOINT EFFORT WITH SOCIAL SERVICE AGENCIES TO PROVIDE INDIVIDUALS AND FAMILIES IN NEED WITH CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION AND JOB-SEEKING MATERIALS. Form 990 Review PART VI, LINE 11A Members of the Audit, Risk and Compliance Committee of the Board of Directors reviewed the Form at its June 12, 2019 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on June 12, 2019, prior to filing of the Form 990. WRITTEN CONFLICT OF INTEREST POLICY PART VI, LINE 12 Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("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 the organization. COMPENSATION DETERMINATION PART VI, LINE 15 Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") compensation package includes a 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 Human Resources and Compensation Committee ("Committee") of the Board of Directors and compensation for Goodwill's top management positions was approved by a Committee vote. Public Availability PART VI, LINEs 18 and 19 Goodwill Industries of Southeastern Wisconsin, Inc. and Affiliates ("Goodwill") posts its governing documents, annual reports, financial statements, and Forms 990 to its website. Goodwill also makes this information, and other required disclosures, available upon request. Other Changes in Net Assets or Fund Balances Part XI, Line 9 Unrealized Swap Interest $168,557 FORM 990 PART IX LINE 11G DESCRIPTION:LEASED EMPLOYEES TOTAL FEES:4871408 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:2105024 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:1301057 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:574813 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY STAFFING TOTAL FEES:393333 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL SUPPLIES TOTAL FEES:389605 FORM 990 PART IX LINE 11G DESCRIPTION:MEMBERSHIP FEES TOTAL FEES:307843 FORM 990 PART IX LINE 11G DESCRIPTION:TUITION REIMBURSEMENT TOTAL FEES:150484 Goodwill Talentbridge LLC 5400 South 60th Street Greendale WI 53129 271303707 Staffing WI 19806104 -14793933 Goodwill SEW Goodwill Retail Services Inc 5400 South 60th Street Greendale WI 53129 392040239 Supporting WI 501(c)(3) 12B GW SEW true Goodwill Industries of Metro ChicagoInc 5400 South 60th Street Greendale WI 53129 364455490 Human Service IL 501(c)(3) 7 GW SEW true Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 Human Service WI 501(c)(3) 10 GW SEW true true true true false false false false false false true false true false true true true true false false Goodwill Industries of Metropolitan Chicago A 4636 FMV Goodwill Retail Services Inc A 1236472 FMV Goodwill Manufacturing Inc A 75080 FMV Goodwill Industries of Metropolitan Chicago B 382865 FMV Goodwill Retail Services Inc C 20685152 FMV Goodwill Retail Services Inc J 3995582 FMV Goodwill Industries of Metropolitan Chicago L 117726 FMV Goodwill Retail Services Inc L 13867635 FMV Goodwill Manufacturing Inc L 1632116 FMV Goodwill Industries of Metropolitan Chicago N 23301 FMV Goodwill Retail Services Inc N 1621114 FMV Goodwill Manufacturing Inc N 740669 FMV Goodwill Industries of Metropolitan Chicago P 5228383 FMV Goodwill Retail Services Inc P 23398001 FMV Goodwill Manufacturing Inc P 548364 FMV Goodwill Manufacturing Inc q 3393793 FMV Sharing of Paid Employees Part V, Line 1o The organization has answered yes to this transaction related to the sharing of paid employees with related organizations due to disclosures elsewhere on the Form 990 and related schedules. Amounts have been included in Line 1P - reimbursement paid to related organizations.