2019-05-15T09:34:39-05:00 2018-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2018-01-01 237148440 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 DANIEL J RILEY SENIOR VP ADMINISTRATION & CFO 3175244313 2019-05-14 1 AMANDA MEKO CPA P01062615 3172412999 2019-05-14 75.149.79.53 2019-05-14 10:25:40 US P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 723B973139BB20DD17C2B1D20783BE90A3FA49F8 2018 2019-02-21 02:37:17Z DANIEL J RILEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 6832613 0 X WWW.GOODWILLINDY.ORG X 1971 IN SEE SCHEDULE O. 34 34 0 50 0 0 1948543 3720127 0 0 2898379 3071578 0 0 4846922 6791705 1557185 1605161 0 0 0 0 0 0 671897 862383 784752 2419568 2389913 2427354 4401792 40370048 38642299 192120 448470 40177928 38193829 SEE SCHEDULE O FOR FULL DESCRIPTION. 0 0 1605161 1605161 SEE SCHEDULE O. 1605161 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X DANIEL J RILEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 SUSIE SOGARD DIRECTOR 1.00 X 0 0 0 TONY SNIDER DIRECTOR 1.00 X 0 0 0 ANNE SHANE DIRECTOR 1.00 X 0 0 0 DEWAND NEELY DIRECTOR 1.00 X 0 0 0 DAWN GRIFITH DIRECTOR 1.00 X 0 0 0 KAREN GLASER DIRECTOR 1.00 X 0 0 0 JOHN F HIRSCHMAN CHAIRMAN 1.00 X X 0 0 0 KEITH FALLER VICE-CHAIR 1.00 X X 0 0 0 MATT B CARTER DIRECTOR 1.00 X 0 0 0 REBECCA BYRNES DIRECTOR 1.00 X 0 0 0 JONATHAN L BIRGE DIRECTOR 1.00 X 0 0 0 BETSY DUSTMAN DIRECTOR 1.00 X 0 0 0 GWEN A FOUNTAIN PHD DIRECTOR 1.00 X 0 0 0 OTTO N FRENZEL IV DIRECTOR 1.00 X 0 0 0 GORDON M GRAHAM DIRECTOR 1.00 X 0 0 0 C PERRY GRIFFITH JR DIRECTOR 1.00 X 0 0 0 THOMAS A KING DIRECTOR 1.00 X 0 0 0 WILLIAM K MCGOWAN JR DIRECTOR 1.00 X 0 0 0 RALPH MEYER DIRECTOR 1.00 X 0 0 0 ANDREW MORRIS DIRECTOR 1.00 X 0 0 0 JOHN D PERRY DIRECTOR 1.00 X 0 0 0 STEVEN C ROBINSON DIRECTOR 1.00 X 0 0 0 W MICHAEL WELLS DIRECTOR 1.00 X 0 0 0 ELIZABETH BRACKEN WIESE DIRECTOR 1.00 X 0 0 0 BILL SHREWSBERRY DIRECTOR 1.00 X 0 0 0 CRAIG CALDWELL DIRECTOR 1.00 X 0 0 0 ELIZABETH HILBRICH DIRECTOR 1.00 X 0 0 0 PERRY HINES DIRECTOR 1.00 X 0 0 0 MATT HOWARD DIRECTOR 1.00 X 0 0 0 ROB MARTINSON DIRECTOR 1.00 X 0 0 0 MARK GRAHAM DIRECTOR 1.00 X 0 0 0 LILY SMITH DIRECTOR 1.00 X 0 0 0 FRED C TUCKER III DIRECTOR 1.00 X 0 0 0 CHRIS COCKERHAM DIRECTOR 1.00 X 0 0 0 KENT KRAMER PRESIDENT 1.00 40.00 X 0 486856 33872 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 1.00 40.00 X 0 255147 15020 KYLE LANHAM VICE PRESIDENT - COMMUNITY ENGAGEMENT 1.00 40.00 X 0 172085 25061 0 914088 73953 0 0 1 0 0 3720127 3720127 680656 680656 2431830 40908 2390922 2390922 2390922 6791705 0 0 3071578 1605161 1605161 50000 50000 91497 58134 33363 22439 22439 19478 19478 24465 24465 2372 2372 PERSONNEL-RELATED COSTS 416373 416373 MISCELLANEOUS 158128 2349 155779 2389913 1605161 112855 671897 185017 2556367 872907 882578 1800 1800 1800 33518162 28270053 5792162 6399529 0 531972 40370048 38642299 192120 448470 192120 448470 X 36526230 34767353 3651698 3426476 40177928 38193829 40370048 38642299 4401792 -6385891 0 X X 0 1 X 1 0 X 793499 4336845 1292212 1948543 3720127 12091226 793499 4336845 1292212 1948543 3720127 12091226 4168017 7923209 1792944 1741319 1102081 1624679 680656 6941679 19032905 0.41630 0.41730 X 1800 1800 1800 ALTERNATIVE INVESTMENTS 6399529 F 6399529 1 GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501(C)3 1329141 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 200749885 501(C)3 276020 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE PART I, LINE 2: THE ORGANIZATION IS A RELATED ORGANIZATION OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. AND SUBSIDIARIES ("GOODWILL"). ALL GRANTS ARE MADE TO SUPPORT GOODWILL AND ITS PRIMARY EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 KENT KRAMER PRESIDENT 0 410458 0 74616 0 1782 0 14821 0 19051 0 520728 0 0 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 0 216532 0 35753 0 2862 0 13162 0 1858 0 270167 0 0 KYLE LANHAM VICE PRESIDENT - COMMUNITY ENGAGEMEN 0 150809 0 19285 0 1991 0 10757 0 14304 0 197146 0 0 FORM 990, PART I, LINE 1: THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND DISBURSE SUCH FUNDS TO SUPPORT GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) AND GOODWILL EDUCATION INITIATIVES, INC. (GEI) TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GOODWILL'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. FORM 990, PART III, LINES 1 AND 4A: GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GCSI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE INDIANA NON-PROFIT ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL AND SOUTHERN INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA). GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. GCSI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GCSI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 67 THRIFT STORES, FOUR WAREHOUSE OUTLET CENTERS AND THREE VINTAGE STORES. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS NEARLY 2,800 INDIVIDUALS, MORE THAN 60% OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GCSI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GCSI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 200 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GCSI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S LOW-WAGE WORKERS AND STUDENTS, AS WELL AS TO LOW-INCOME, FIRST-TIME EXPECTANT MOTHERS AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GCSI ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GCSI'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER EMPLOYERS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP MORE THAN 60% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 3,600 EMPLOYEES IN 2018. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS. FOR THE NEARLY 11% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2018, GOODWILL PLACED 1,273 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF MORE THAN FIVE PEOPLE PER WORK DAY. GWCS IS OPERATED UNDER COMMON MANAGEMENT WITH GCSI'S COMMERCIAL SERVICES OPERATIONS AND PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING BLIND OR SIGNIFICANTLY DISABLED INDIVIDUALS WITH SIGNIFICANT DISABILITIES. AT DECEMBER 30, 2018, GWCS OPERATED 9 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN INDIANAPOLIS, INDIANA, AND EMPLOYS APPROXIMATELY 120 PEOPLE WITH SIGNIFICANT DISABILITIES. GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI OR GOODWILL), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. THE OTHER EXCEL CENTERS LEASE SPACE. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY & SECURITY, INFORMATION TECHNOLOGY, FACILITIES, AND MARKETING. THE EXCEL CENTERS OPERATED IN 13 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2017-2018. THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS. SINCE INCEPTION, NEARLY 700 STUDENTS HAVE GRADUATED FROM THE MET, AND 60% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION. THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 WITH 306 ADULT STUDENTS AND COMPLETED ITS EIGHTH YEAR OF OPERATIONS ON JUNE 30, 2018. DUE TO THE HIGH DEMAND FOR ITS SERVICES, THE EXCEL CENTER EXPANDED TO 13 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,000 STUDENTS. SINCE INCEPTION OVER 3,000 STUDENTS HAVE GRADUATED FROM THE EXCEL CENTER. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL. EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS. FORM 990, PART III, LINES 1 AND 4A, CONTINUED: IN 2018, GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC., MADE GRANTS TO GCSI AND GEI FOR THE FOLLOWING PURPOSES: GCSI: -INTERNSHIPS FOR COLLEGE STUDENTS PURSUING CAREERS IN HUMAN SERVICES AND DATA ANALYSIS. -SUPPORT FOR GICI'S MISSION ADVANCEMENT AND COMMERCIAL SERVICES OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -THE THIRD YEAR OF A NEW PROGRAM EMPLOYING INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS PERFORMING VARIOUS FACILITY MAINTENANCE AND UPKEEP TASKS AT GCSI'S RETAIL STORE LOCATIONS. - THIRD YEAR OF SUPPORT FOR THE ACQUISITION AND DEVELOPMENT OF REAL ESTATE ADJACENT TO GCSI'S INDIANAPOLIS HEADQUARTERS BUILDING. - SUPPORT FOR AN EMPLOYEE WELLNESS INITIATIVE THAT PROMOTES MORE HEALTHY BEHAVIORS AMONG GCSI'S EMPLOYEES GEI: -SUPPORT FOR A SUMMER LEARNING AND ACTIVITIES PROGRAM FOR THE MET. -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) HAS ESTABLISHED A COMPENSATION COMMITTEE WITH THE RESPONSIBILITY OF ESTABLISHING THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (PRESIDENT) OF GOODWILL, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GOODWILL ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF SECTIONS 501(C)(3) AND 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GOODWILL OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GOODWILL, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GOODWILL, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GOODWILL. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GOODWILL. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND/OR COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR, CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION, IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN, AND IN REVIEWING RETROACTIVELY THE AMOUNTS DETERMINED BY APPLICATION OF ANY INCENTIVE FORMULA. THE PURPOSE OF SUCH RETROACTIVE REVIEW IS TO ENSURE THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN OR FORMULA THAT, WHEN AGGREGATED WITH BASIC SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. GOODWILL'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GOODWILL AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. THE EXECUTIVE MANAGEMENT TEAM IS COMPENSATED ONLY BY GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. AND TAKES NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN, INDIANA, INC. (FOUNDATION) IS RELATED TO GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GW COMMERCIAL SERVICES (GWCS). THE FINANCIAL STATEMENTS OF GCSI, GWCS, GEI AND THE FOUNDATION ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE AND AUDIT COMMITTEE (COMMITTEE) OF GCSI MEETS WITH THE AUDITORS ANNUALLY DURING THE AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. COMMITTEE MEMBERS GENERALLY CONSIST OF BOARD MEMBERS FROM EACH OF THE ABOVE ORGANIZATIONS. THE COMMITTEE THEN MEETS WITH THE AUDITORS AT THE CONCLUSION OF THE ANNUAL AUDIT TO REVIEW AND RECOMMEND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. UPON THE COMMITTEE'S RECOMMENDATION, THE FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL GCSI BOARD FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 SEE SCHEDULE R, PAGE 5. IN 501(C)3 LINE 7 N/A 0 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 200749885 PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH & ADULTS IN 501(C)3 LINE 2 GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)3 LINE 11A, I GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R, PART II, COLUMN (B) EMPLOYMENT AND EDUCATION SERVICES FOR DISABLED AND DISADVANTAGED YOUTH AND ADULTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.