2018-07-10T11:07:34-05:00 2017-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2017-01-01 391147571 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN INC GOOD 6082463140 1302 MENDOTA STREET MADISON WI 53714 VICKI BUSS-HOLSCHUH PRESIDENT & CEO 6082463140 2018-06-15 1 AMANDA VANNATTA P00948755 6082741980 2018-06-15 2017 2022-09-23 18:48:47Z VICKI BUSS-HOLSCHUH 1302 MENDOTA STREET MADISON WI 53714 28689921 0 X WWW.GOODWILLSCWI.ORG X 1971 WI PROVIDE WORKFORCE DEVELOPMENT AND RESIDENTIAL PROGRAMS TO HELP PEOPLE ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE. 11 11 616 150 0 0 15704215 15894431 12501277 12580542 1373 118462 61042 35633 28267907 28629068 0 0 0 0 10004237 10342044 0 0 3819 18169494 18113084 28173731 28455128 94176 173940 8269793 9971068 1348822 2876157 6920971 7094911 HELPING PEOPLE ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH THE POWER OF WORK! 0 0 22855411 0 12580542 RETAIL PROGRAM SERVICES: GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN COLLECTS DONATED CLOTHING AND OTHER HOUSEHOLD GOODS FROM THE PUBLIC AND SELLS THESE DONATIONS IN GOODWILL COMMUNITY-BASED RETAIL STORES. REVENUE FROM THE SALE OF THESE GOODS IS USED TO SUPPORT OUR MISSION AND COVER THE COSTS OF OPERATING OUR BUSINESS. DONATED GOODS REVENUE NET OF DISCOUNTS WAS $12,580,542 FOR RETAIL/SALVAGE SALES PLUS $382,371 FOR CONTRIBUTIONS OF DONATED GOODS (CLASSIFIED AS CONTRIBUTION REVENUE) FOR TOTAL DONATED GOODS REVENUE OF $12,962,913. 1733867 0 0 WORKFORCE DEVELOPMENT: SUPPORTED EMPLOYMENT IS A PROGRAM THAT PROVIDES LONG-TERM SUPPORT TO ENHANCE AN INDIVIDUAL'S SUCCESS IN OBTAINING AND MAINTAINING INTEGRATED COMMUNITY EMPLOYMENT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURY. AN INDIVIDUALIZED APPROACH IS UTILIZED TO REFLECT EACH PERSON'S UNIQUE NEEDS AND GOALS AND TO ENHANCE OPPORTUNITIES FOR GROWTH AND PARTICIPATION IN THE COMMUNITY. STAFF PROVIDES THE SUPPORT NEEDED TO SUPPLEMENT AN EMPLOYER'S REGULAR TRAINING AND SUPERVISION AND HELP INDIVIDUALS ATTAIN THEIR GOAL OF INDEPENDENCE. IN 2017, 130 INDIVIDUALS WERE SERVED. 878612 0 0 RESIDENTIAL PROGRAM: GROUP HOMES PROVIDE 24-HOUR SUPPORT AND OFFER THE OPPORTUNITY FOR RESIDENTS TO DEVELOP NEW, HEALTHIER COPING STRATEGIES 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 2017, 57 INDIVIDUALS WERE SERVED. 25467890 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 616 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 WI X MICHELA COBB 6082463140 1302 MENDOTA STREET MADISON WI 53714 BJORN BERG DIRECTOR (THRU NOVEMBER) 0.30 X 0 0 0 SCOTT DETTMANN DIRECTOR 0.30 X 0 0 0 MARLENE DUFFIELD DIRECTOR 0.30 X 0 0 0 SALLY GLEASON DIRECTOR 0.30 X 0 0 0 GARY JOHNSON DIRECTOR 0.60 X 0 0 0 STEVE KNUTESON DIRECTOR (THRU MARCH) 0.30 X 0 0 0 KATHLEEN MCNEIL DIRECTOR 0.30 X 0 0 0 MARY THEILEN DIRECTOR 0.30 X 0 0 0 DORA ZUNIGA DIRECTOR 0.30 X 0 0 0 BENJAMIN BEMIS CHAIR (THRU SEPTEMBER) 0.30 X X 0 0 0 SCOTT KELLY CHAIR (BEG SEPTEMBER) 0.60 X X 0 0 0 BEN SCHMIDT VICE CHAIR 0.30 X X 0 0 0 GREG RICE SECRETARY 0.60 X X 0 0 0 BRIAN WORDEN TREASURER 0.30 X X 0 0 0 VICKI BUSS-HOLSCHUH PRESIDENT & CEO 40.00 X 222362 0 29423 MICHELA COBB CHIEF FINANCIAL OFFICER 40.00 X 124706 0 3241 HEATHER KENNEDY VICE PRESIDENT & CHIEF PEOPLE OFFICER 40.00 X 113042 0 4100 460110 0 36764 3 0 1 0 OTT DEVELOPMENT INC 814 ROSE DRIVE HARTLAND WI 53029 CONSTRUCTION SERVICES 1152079 TRI-NORTH BUILDERS INC 2625 RESEARCH PARK DRIVE FITCHBURG WI 53711 CONSTRUCTION SERVICES 394476 BERENGARIA DEVELOPMENT LLC 301 N BROADWAY SUITE 300 MILWAUKEE WI 53202 REAL ESTATE CONSULTING 296877 MRA-THE MANAGEMENT ASSOCIATION INC N19W24400 RIVERWOOD DRIVE WAUKESHA WI 53188 STAFFING SERVICES 138659 4 2720749 13173682 12962913 15894431 RETAIL PROGRAM REVENUE 453310 12580542 12580542 12580542 1206 1206 27057 0 27057 27057 27057 178109 60853 117256 117256 117256 8576 8576 8576 28629068 12580542 0 154095 496874 496874 7962925 6901331 1061594 311590 233219 78371 786375 597403 188972 784280 567055 217225 16979 16979 40500 40500 378445 168515 209930 121767 2303 117581 1883 1069689 966520 101458 1711 2476180 2416962 59218 211072 192669 18403 12605 6138 6467 52011 50819 1192 548690 469039 79651 70742 30877 39865 IN KIND GOODS 12580542 12580542 REPAIRS/SERVICE 334720 265489 69231 DUES/SUBSCRIPTIONS 157740 7998 149742 41402 11011 30166 225 28455128 25467890 2983419 3819 115621 303083 1672340 1010517 0 2400 283322 329474 36321 36321 2984309 3366679 96041 73025 12038922 7233479 3039102 4805443 42737 44126 8269793 9971068 661710 721751 248393 265765 103362 1461505 335357 427136 1348822 2876157 X 6920971 7094911 6920971 7094911 8269793 9971068 173940 0 X 0 1 X 1 0 X 7789287 7459294 7978642 15704215 15894431 54825869 7789287 7459294 7978642 15704215 15894431 54825869 54825869 39848 39922 37062 39519 28263 184614 55010483 49418014 0.99660 0.99580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 701823 701823 5274980 3730672 1544308 2287379 874343 1413036 3774740 2628464 1146276 4805443 CAPITAL LEASE PAYABLE 423961 TENANT SECURITY DEPOSITS 3175 427136 X 16048526 0 16048526 12580542 12580542 28629068 15874586 0 15874586 12580542 12580542 28455128 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. 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, 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 12,580,542. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN KIND CONTRIBUTIONS RECOGNIZED AT RETAIL VALUE 12,580,542. X X 0 0 0 0 0 0 0 0 0 VICKI BUSS-HOLSCHUH PRESIDENT & CEO 215088 0 0 0 7274 0 4302 0 25121 0 251785 0 0 0 X 12962913 THRIFT SHOP VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO THEIR BYLAWS DURING THE YEAR: LANGUAGE REGARDING MEMBERSHIP WAS REMOVED, GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. SHALL HAVE NO MEMBERS. IT WAS DEFINED THAT NO DIRECTOR SHALL SERVE MORE THAN THREE CONSECUTIVE TERMS AND THAT ANY FORMER DIRECTORS SHALL AGAIN BE ELIGIBLE FOR ELECTION AS A DIRECTOR AFTER NOT SERVING AS A DIRECTOR FOR AT LEAST ONE YEAR. DIRECTORS ARE EXPECTED TO BE ACTIVE, ENGAGED, INFORMED, AND VIGILANT IN OVERSIGHT; REPRESENT A BROAD PUBLIC INTEREST; AND PRESENT DIVERSE SKILL SETS NECESSARY TO ACCOMPLISH THE ORGANIZATION'S CHARITABLE PURPOSES. ANY DIRECTOR WHO FAILS TO ATTEND TWO SUCCESSIVE MEETINGS WHEN THEIR ABSENCE IS NOT EXCUSED BY THE PRESIDENT OR EXECUTIVE COMMITTEE HAVE THEIR BOARD MEMBERSHIP TERMINATED. THE BYLAWS ADDED LANGUAGE THAT THE EXECUTIVE COMMITTEE SHALL CARRY OUT THE DECISIONS AND PERFORM ALL THE WORK OF THE BOARD AND, EXCEPT FOR THE PURCHASE AND SALE OF REAL ESTATE, SHALL ACT FOR THE BOARD IN ALL MATTERS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO OBLIGATE THE CORPORATION TO FINANCIAL OUTLAYS AND TO COMMIT THE CORPORATION TO SOCIAL PROGRAMS. NO OTHER COMMITTEE SHALL HAVE SUCH POWER, UNLESS AUTHORIZED BY THE BOARD. LANGUAGE WAS ALSO ADDED THAT MINUTES SHALL BE KEPT CONTEMPORANEOUSLY FOR ALL MEETINGS, REGULAR OR SPECIAL, OF THE EXECUTIVE COMMITTEE, AND APPROVED AT THE FOLLOWING EXECUTIVE COMMITTEE MEETING. A COPY OF APPROVED MINUTES SHALL BE GIVEN TO ALL DIRECTORS AT THE NEXT BOARD MEETING. THE FOLLOWING CHANGES WERE MADE TO THE DUTIES OF OFFICERS: - THE CHAIR OF GOODWILL BOARD OF DIRECTORS SHALL BE RECOMMENDED BY THE NOMINATING COMMITTEE TO THE BOARD FOR ELECTION FOR A TERM OF TWO YEARS. THE TERM WILL COMMENCE AT THE BEGINNING OF THE GOODWILL FISCAL YEAR. IF THE CHAIR IS REPLACED DURING THE TERM, THEN THE VICE-CHAIR SHALL SERVE AS THE INTERIM-CHAIR. - ASSISTANT SECRETARY POSITION AND DESCRIPTION LANGUAGE WAS REMOVED FROM THE DUTIES OF OFFICERS SECTION OF THE BYLAWS. EACH DIRECTOR PRESENT AND VOTING AT A MEETING SHALL HAVE ONE VOTE ON EACH MATTER PRESENTED TO THE BOARD FOR ACTION AT THAT MEETING. ANY MEETING OF THE BOARD, EXECUTIVE COMMITTEE OR ANY OTHER COMMITTEE MAY BE CONDUCTED VIA TELEPHONIC OR ELECTRONIC SIMULTANEOUS COMMUNICATIONS. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A BOARD MEETING MAY BE TAKEN WITHOUT A MEETING BY WRITTEN ACTION SIGNED BY TWO-THIRDS OF THE DIRECTORS THEN IN OFFICE. THE ORGANIZATION ALSO UPDATED THEIR MISSION TO: HELPING PEOPLE ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH THE POWER OF WORK! 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 THE DIRECTORS ANNUALLY FILL OUT A FORM REGARDING THE CONFLICT OF INTEREST POLICY AND IT IS DISCUSSED AT A BOARD OF DIRECTORS MEETING. DIRECTORS OF THE BOARD SHALL NOT CONDUCT PRIVATE BUSINESS IN ANY MANNER WHICH PLACES THEM AT A SPECIAL ADVANTAGE BECAUSE OF THEIR ASSOCIATION WITH THE CORPORATION. IN PROVIDING ADVISEMENT TO THE CORPORATION INVOLVING TRANSACTIONS OF A NATURE WHICH MAY BE RELATED TO THE BUSINESS OR PROFESSION OF A DIRECTOR, THE QUALITY AND COST OF SERVICES SHALL HAVE PRIORITY AND BE MANAGED IN AN OBJECTIVE AND CUSTOMARILY COMPETITIVE MANNER. IN CASE OF A CLEAR CONFLICT OF INTEREST, THE DIRECTOR OF THE BOARD WILL BE EXCUSED FROM VOTING ON AN ITEM SO CONSTITUTED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE USES COMPENSATION SURVEYS TO SET AND APPROVE COMPENSATION. A WAGE RATE COMPARISON STUDY WAS COMPLETED IN LATE 2017. 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.