2018-06-28T07:54:37-05:00 2017-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2017-01-01 390808491 Goodwill Industries of Southeastern Wisconsin Inc % TAMARA T JUNG GOOD 4148474200 5400 South 60th Street Greendale WI 53129 TAMARA T JUNG CFO 4148474200 2018-06-26 true Michelle L Weber P00556798 4142898200 2017 2022-09-23 18:48:47Z Jacqueline L Hallberg 5400 South 60th Street Greendale WI 53129 152495216 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 6458 141 0 0 38151189 48005539 70332141 70327055 404644 68935 3181598 723921 112069572 119125450 7084147 1046603 0 0 93403822 91609385 0 0 269733 8914565 7240578 109402534 99896566 2667038 19228884 151873032 170147204 63687514 62130526 88185518 108016678 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 73033134 42263691 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 2017, Goodwill Great Lakes served 8.6 million meals to U.S. Navy Sailors and recruits. At the end of 2017, Goodwill Great Lakes employed 781 people, 576 of whom were people with significant disabilities. During the course of 2017, Goodwill Great Lakes served 767 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 become taxpaying citizens within their communities. 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 2017, 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. 17687539 1046603 28353700 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 services, workforce development supports, and supportive services in several communities in southeastern Wisconsin, including Milwaukee, Waukesha, Racine and Kenosha. During 2017, the Mission Services programs of Goodwill provided services to 45,760 individuals and placed people into 3,233 jobs in the community. Employment Services In 2017, 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 2017 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 15,467 people in 2017. Similar Goodwill-operated centers in Racine and Kenosha served an additional 2,582 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. Goodwills Work Services program offers short-term, on-the-job training for individuals with significant and multiple disabilities to help them prepare for jobs in the community. Our environment incorporates automation, high expectations, and a workforce of people with and without disabilities, reflecting manufacturing employment outside of Goodwill. During 2017, Work Services provided services to 120 individuals with disabilities at two facilities in Milwaukee County. 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 150-200 customers per day 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 including Healthcare and Retail. Goodwill is in the process of developing training that will help meet the needs of local employers and secure participants entry-level jobs in manufacturing or logistics. Other training programs include ex-offender job re-entry and urban outreach in the Kenosha area. In 2017, Goodwill Workforce Development Training programs served 1,199 individuals. Workforce Development Supports In 2017, Goodwill provided Workforce Development Supports for 5,205 individuals. These supports included benefits counseling, ancillary vocational services (financial literacy and tax preparation services), and other work-related supports such as child care case management. Supportive Services Goodwill provided Supportive Services in 2017 to 19,679 adults and seniors through a variety of programs. Goodwills Day Services support adults and seniors with developmental disabilities 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. Life Skills Development targets younger adults and is intended as a skill-building bridge to employment programs. During 2017, 405 individuals were served by Goodwills Day Service, Community Opportunities Clubs, and Life Skills Development 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 3,426 people who have physical or developmental disabilities or are frail elders. During 2017, Goodwills Home Delivered Meals served Milwaukee County senior citizens with 364,661 meals delivered to their homes. Goodwills team at the Kenosha County Job Center provides a number of other supportive services, including coordinating the volunteer guardianship program, partnering with other agencies to address the acute staffing shortages of long-term care workers serving the elderly and individuals with disabilities, 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. In 2017, 6,392 people in the Kenosha area received assistance from the Holiday House program, which provides winter coats, toys, and holiday food baskets to needy families. Goodwill TalentBridge, LLC Goodwill's own recruiting and staffing service, Goodwill TalentBridge, is the latest element in Goodwill's workforce development platform. 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. Goodwill's 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. TalentBridge's critical role is to cultivate employer relationships and build partnerships with employers that result in increased job placement opportunities. TalentBridge is Goodwill's link to connect workforce talent to workplace opportunity. In 2017, Goodwill TalentBridge issued 4,195 W-2s and paid almost $15.3 million in wages, 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 performs laundry services for federal customers such as the Navy and Department of Veterans Affairs hospitals. In 2017, Goodwill's laundry employed nearly 60 individuals with significant disabilities working thro 90720673 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 140 0 true 6458 true false false false false false true true 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 TAMARA T JUNG 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 - as of 10/2017 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 2.0 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 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 Ross Director 2.0 0.0 X 0 0 0 Mason Ross Director 2.0 1.0 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 563193 0 37326 Charles J Stadler Chief Operating Officer 40.0 12.0 X 336366 0 39957 Tamara T Jung CFO/Asst Treasurer 40.0 12.0 X 253426 0 34303 Joan B Farrell VP/Asst Secretary 40.0 12.0 X 235318 0 31074 Daniel S Depies VP/EXCECUTIVE DIRECTOR 40.0 2.0 X 202038 0 34236 Steven J Loos Vice President 40.0 0.0 X 244067 0 37344 Patricia A Boelter-Mundt Vice President 40.0 0.0 X 243307 0 28751 Christine E Brooks Vice President 40.0 0.0 X 219890 0 36480 Kent A Walters Vice President 40.0 0.0 X 217640 0 35564 Michael Matus Vice President 40.0 0.0 X 208996 0 28954 2724241 0 343989 49 false true false Great Lakes Resources Inc 702 E Washington MADISON WI 53701 Temp Staffing Agency 3298294 First Student Inc 705 Central Ave Suite 300 CINCINNATI OH 45202 Transportation Svcs 669475 Lammi Sports Management Inc 161 S 1st Street Suite 320 MILWAUKEE WI 53201 Provide Sports Celeb 469312 Western Bilingual Employment LLC 3111 W National Avenue MILWAUKEE WI 53215 Temp Staffing Agency 459783 Noble Diagnostics Inc 19525 Janacek Court Suite 103 BROOKFIELD WI 53045 Employment Screening 351543 20 103340 30219601 16896842 785756 48005539 PARTICIPANT PROGRAM AND SERVICES 624100 28279120 28279120 GREAT LAKES PROGRAMS AND SERVICES 561499 42047935 42047935 70327055 120800 120800 0 0 205181 36393 168788 0 168788 168788 1248135 1300000 -51865 -51865 -51865 285752 103340 275752 10000 10000 4271 1586 2685 2685 31971791 31756035 215756 215756 CAFETERIA 561499 252112 252112 CREDIT CARD REBATE 561000 61203 61203 MISCELLANEOUS INCOME 900099 13377 13377 326692 119125450 70617391 502520 630838 630838 415765 415765 0 0 1767236 593780 1124614 48842 209687 209687 69112006 56544502 12416678 150826 2046555 1309522 726267 10766 12601869 10879449 1712177 10243 5872032 4904770 956408 10854 0 129610 55857 73753 206243 206243 0 0 0 9114154 5772371 3314938 26845 1861922 147043 1714879 4065509 3852184 210135 3190 1311402 256638 1052847 1917 0 2732653 1169615 1562438 600 1895038 1639571 255118 349 0 463182 121159 336722 5301 1296778 3540 1293238 0 3361769 435871 2925898 571619 429712 141907 ALLOCATED MANAGEMENT FEES -16419928 -16419928 ALLOCATED OCCUPANCY -2873608 2034251 -4907859 ALLOCATED STAFFING -475765 -475765 99896566 90720673 8906160 269733 0 0 22544423 30889309 206262 57392 8575981 9297906 0 0 0 0 0 0 637767 628246 1248088 788174 191190135 80091453 117756759 111098682 0 0 0 0 0 0 0 0 903752 17387495 151873032 170147204 14030309 15336535 0 0 472250 838382 44971383 42687010 0 0 0 0 0 0 1455199 976438 2758373 2292161 63687514 62130526 X 87695470 107681208 490048 335470 0 0 88185518 108016678 151873032 170147204 X 19228884 98983 -10000 513293 X false true X true true true X 43223217 41359590 41112635 38151189 48005539 211852170 0 0 43223217 41359590 41112635 38151189 48005539 211852170 113298407 98553763 639475 733222 310276 319281 325981 2328235 0 232281 253456 339006 354111 290023 1468877 215649282 511159000 0.45701 0.48125 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30629786 30629786 128641121 57622175 71018946 23612839 18814119 4798720 8306389 3655159 4651230 111098682 DUE FROM GW MANUFACTURING 16269215 457(B) PLAN 687880 DUE FROM GW RETAIL SERVICES 223294 DUE FROM GW METRO CHICAGO 207106 17387495 0 ACCRUED SWAP INTEREST 953202 457B PLAN LIABILITY 687880 OBLIG. UNDER CAPITAL LEASES 529962 VEHICLES REFUNDABLE ADVANCE 121117 2292161 X 153071701 98983 30308 33816960 33946251 119125450 119125450 133141464 30308 33816960 33847268 99294196 602370 602370 99896566 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 liability 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 Financial Accounting Standards Board (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. 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 2014 through 2017. Tax years open under state of Wisconsin and state of Illinois statutes include 2013 through 2017. Reconciliation of Revenue PART XI Line 2D Rental Expenses 36,393 Fundraising event expenses 275,752 Gaming Expenses 1,586 Cost of goods sold 31,756,035 Intercompany Contracted Services 453,725 Intercompany Temporary Help 1,293,469 ------------ Total 33,816,960 Reconciliation of Expenses PART XII Line 2D Rental Expenses 36,393 Fundraising event expenses 275,752 Gaming Expenses 1,586 Cost of goods sold 31,756,035 Intercompany Contracted Services 453,725 Intercompany Temporary Help 1,293,469 ------------ Total 33,816,960 Line 4B Unrealized Swap Interest 513,293 Allocated Occupancy Variance 89,077 ------------ Total 602,370 Retro Event 389092 103340 285752 53913 80996 140843 0 389092 103340 285752 53913 80996 140843 275752 10000 true Goodwill Industries of Metropolitan Chicago 5400 South 60th Street Greendale WI 53129 364455490 501(c)(3) 630838 Grant - See Form 990 Part III, Line 4A 1 Merchandise Vouchers 13820 345495 FMV Merchandise Voucher Clothing for Job Interviews 72 2816 FMV Clothing Transportation for Job Interviews 1 22 FMV Transportation Stipends for Program Achievements 42 64525 Participant Incentives 5 393 FMV Miscellaneous Job Seeking Materials 15 2514 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 false false false true true true true false false Jacqueline L HallberG President & CEO 458949 0 96137 0 8107 0 20850 0 16476 0 600519 0 0 0 Charles J Stadler Chief Operating Officer 280821 0 41675 0 13870 0 20850 0 19107 0 376323 0 0 0 Tamara T Jung CFO/Asst Treasurer 222800 0 29852 0 774 0 23998 0 10305 0 287729 0 0 0 Joan B Farrell VP/Asst Secretary 204904 0 29040 0 1374 0 18183 0 12891 0 266392 0 0 0 Daniel S Depies VP/EXCECUTIVE DIRECTOR 160793 0 40505 0 740 0 15808 0 18428 0 236274 0 0 0 Steven J Loos Vice President 212755 0 29938 0 1374 0 18830 0 18514 0 281411 0 0 0 Patricia A Boelter-Mundt Vice President 206717 0 29840 0 6750 0 18672 0 10079 0 272058 0 0 0 Christine E Brooks Vice President 192209 0 27503 0 178 0 17377 0 19103 0 256370 0 0 0 Kent A Walters Vice President 170127 0 47165 0 348 0 17056 0 18508 0 253204 0 0 0 Michael Matus Vice President 181889 0 25429 0 1678 0 16098 0 12856 0 237950 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. Leadership Incentive Plan PART I, LINE 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 1825000 0 13500000 0 0 0 106000 0 0 9489000 3905000 0 2012 true false true true B 1660000 0 10000000 0 0 0 0 0 0 0 10000000 0 2014 true false true true C 415000 0 2500000 0 0 0 0 0 0 0 2500000 0 2014 true false true true D 1165000 0 17000000 0 0 0 0 0 0 17000000 0 0 2015 false false true true A false false false false 0 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false 0 false false false false A false true true true US BANK 10. false false false 0 false false B false true true true us bank 10. false false false 0 false false C false true true true us bank 10. false false false 0 false false D false true true true US Bank and PNC Bank 10. false false false 0 false false A false B false C false D false 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. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 6565000 LAND AND BUILDING EXPANSION 2014D false false false A 1490000 0 6565000 0 0 0 0 0 0 0 6565000 0 2014 true false true true A false false false false 0 false false false false A false true true false 0 false 0 false false A false Elizabeth McNally Family of Director 209687 Entity Paid Wages false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV The above business transactions involving interested persons are provided to Goodwill at or below fair value and are in the normal course of business. All decisions to enter into these transactions were reviewed in accordance with our conflict of interest policy and the interested persons were excluded from the decision making process. Specific Assistance to Individuals PART IV, LINE 22 SPECIFIC ASSISTANCE TO INDIVIDUALS: $424,736 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 13, 2018 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on June 18, 2018, 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 Nets Assets or Fund Balances Part XI, Line 9 Unrealized Swap Interest $513,293 Goodwill Talentbridge LLC 5400 South 60th Street Greendale WI 53129 271303707 Staffing WI 21000763 -12081316 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) 07 GW SEW true Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 Human Service WI 501(c)(3) 10 GW SEW true GWMFG Inc 5400 South 60th Street Greendale WI 53129 392040242 Pkg & Assemb WI GOODWILL SE WI C Corp 0 0 1.00000 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 4280 FMV Goodwill Retail Services Inc A 1063212 FMV Goodwill Manufacturing Inc A 72854 FMV Goodwill Industries of Metropolitan Chicago b 630838 FMV Goodwill Retail Services Inc C 30219601 FMV Goodwill Retail Services Inc J 4489625 FMV Goodwill Industries of Metropolitan Chicago l 143299 FMV Goodwill Retail Services Inc L 11842830 FMV Goodwill Manufacturing Inc L 3293453 FMV Goodwill Industries of Metropolitan Chicago n 23923 FMV Goodwill Retail Services Inc N 1670320 FMV Goodwill Manufacturing Inc N 1287228 fmv Goodwill Industries of Metropolitan Chicago p 1362978 FMV Goodwill Retail Services Inc p 21390791 FMV Goodwill Manufacturing Inc p 1573035 FMV Goodwill Manufacturing Inc q 10042644 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.