2018-04-30T14:10:13-05:00 2017-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2017-01-01 560844639 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC GOOD 7043723434 PO BOX 668768 CHARLOTTE NC 28266 CHRISTOPHER JACKSON PRESIDENT & CEO 7043723434 2018-04-25 1 AMANDA ADAMS P00748038 7043771678 2017 2022-09-23 18:48:47Z CHRISTOPHER JACKSON PO BOX 668768 CHARLOTTE NC 28266 63181775 0 X WWW.GOODWILLSP.ORG X 1949 NC SEE SCHEDULE O 21 21 4011 169 1358648 -76334 16563378 12512469 43166865 46369702 271730 2878329 82410 81359 60084383 61841859 0 0 0 0 38485225 41722014 0 0 690262 18618838 19152361 57104063 60874375 2980320 967484 77034241 76810113 35616259 34424610 41417982 42385503 X CHANGING LIVES THROUGH THE POWER OF WORK, TO PROVIDE PARTICIPANTS SKILLS AND TRAINING NEEDED TO FIND A JOB AND KEEP A JOB 0 0 33597224 33545888 BUSINESS ENTERPRISES (BE): THE BE PROGRAM OFFERS OPPORTUNITIES FOR INDIVIDUALS SEEKING TO DEVELOP AND BUILD THEIR SKILL SETS TO ENHANCE THEIR POTENTIAL FOR FUTURE EMPLOYMENT IN PRODUCTION, CUSTOMER SERVICE, AND IN RETAIL. OUR RETAIL STORES PROVIDE SPECIALIZED TRAINING AND HANDS ON EXPERIENCE IN THESE AREAS THROUGH TEMPORARY AND/ OR PERMANENT EMPLOYMENT. GOODWILL OFFERS ASSET RECOVER AND DE-MANUFACTURING SERVICES USING THE HIGHEST INDUSTRY STANDARDS FOR ENVIRONMENTAL SAFETY AND DATA SECURITY. THIS COMPUTER RECYCLING PROGRAM HAS DIVERTED TONS OF POTENTIAL WASTE FROM REACHING LANDFILLS. THIS MULTIFACETED PROGRAM HELPS GENERATE JOBS, PROVIDES A VALUABLE SERVICE TO THE COMMUNITY, GENERATES REFURBISHED COMPUTER AND JOB TRAINING OPPORTUNITIES, INVENTORY FOR RESALE AND HELPS PRESERVE THE ENVIRONMENT. IN 2017, THIS PROGRAM PAID OVER $10.2 MILLION IN PAYROLL WAGES. 13077459 12471895 GOODWILL'S EMPLOYMENT SERVICES ARE MADE UP OF VARIOUS PROGRAMS, PRIMARILY CONSISTING OF FOOD SERVICE, CONSTRUCTION, AND EMPLOYMENT PLACEMENT SERVICES. AS PART OF THE EMPLOYMENT PLACEMENT DIVISION, THE GOODWORK STAFFING PROGRAM SERVES AS A FULL TIME SERVICE STAFFING AGENCY THAT PROVIDES TEMPORARY, TEMP TO HIRE, AND DIRECT PLACEMENT EMPLOYEES. THE PRIMARY PURPOSE OF GOODWORK STAFFING IS TO WORK WITH PEOPLE WITH EMPLOYMENT BARRIERS AND TO MATCH THEIR SKILLS WITH THE NEEDS OF PROSPECTIVE EMPLOYERS. IN 2017, GOODWORK STAFFING PROVIDED MORE THAN 702,000 PAID WORK HOURS AND ASSISTED CLIENTS WITH PLACEMENTS IN LIGHT INDUSTRIAL, WAREHOUSE, ADMINISTRATIVE SUPPORT, CUSTOMER SERVICE, AND HOSPITALITY EMPLOYMENT FIELDS. GOODWILL CONSTRUCTION SERVICES PROVIDED 8,871 HOURS OF PAID TRAINING FOR CLIENT WITH PRIOR BARRIERS TO EMPLOYMENT. ONCE A CLIENT SUCCESSFULLY COMPLETES THE TRAINING, THE EMPLOYMENT PLACEMENT SPECIALIST ASSISTS THEM IN SECURING GAINFUL EMPLOYMENT IN THE COMMUNITY. 6227543 351919 GOODWILL PROVIDES A VARIETY OF PROGRAMS THAT ASSESS AND IDENTIFY AN INDIVIDUAL'S ABILITIES, VOCATIONAL INTEREST, JOB READINESS SKILLS AND TRAINING NEEDS, WHILE OFFERING INDIVIDUAL ASSISTANCE FROM GOODWILL STAFF MEMBERS. OTHER JOB TRAINING & SUPPORT PROVIDES INDIVIDUALS WITH SPECIALIZED TRAINING AND SKILL DEVELOPMENT NECESSARY TO GAIN EMPLOYMENT. GOODWILL ALSO ASSISTS WITH PAIRING EMPLOYERS WITH EMPLOYMENT SEEKING INDIVIDUALS BY MATCHING COMPATIBLE SKILL SETS, TALENTS, CAPABILITIES, AND EXPERIENCE WITH THE NEEDS OF THE EMPLOYER. 2023447 CAREER DEVELOPMENT SERVICES MATCHES INDIVIDUAL SKILLS AND ABILITIES WITH THE NEEDS OF PROSPECTIVE EMPLOYERS, AND PROVIDES JOB READINESS AND LIFE SKILLS TRAINING TO HELP PREPARE INDIVIDUALS FOR THE WORLD OF WORK. RETENTION STRATEGIES ASSIST PARTICIPANTS IN MAINTAINING EMPLOYMENT AND EXPLORING CAREER DEVELOPMENT OPPORTUNITIES. 2023447 54925673 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 44 0 1 4011 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC SC X X ANNE N IBEKWE 7043323434 5301 WILKINSON BLVD CHARLOTTE NC 28208 SARA GARCES ROSELLI CHAIR 0.55 X X 0 0 0 HELEN EGGERS VICE CHAIR 0.15 X X 0 0 0 TONY SMITH SECRETARY/TREASURER 0.55 X X 0 0 0 MARILYNN BOWLER DIRECTOR 0.55 X 0 0 0 RONNIE BRYANT DIRECTOR 0.39 X 0 0 0 ED DRIGGS DIRECTOR 0.59 X 0 0 0 RENEE FORD DIRECTOR 0.27 X 0 0 0 JAMI HERZBERG DIRECTOR 0.47 X 0 0 0 REGGIE ISAAC DIRECTOR 0.66 X 0 0 0 LEE ARMSTRONG LUMPKIN DIRECTOR 0.70 X 0 0 0 JAY NORVELL III DIRECTOR 0.19 X 0 0 0 BRAD RICHARDSON DIRECTOR 0.35 X 0 0 0 SHELL RICHARDSON DIRECTOR 0.43 X 0 0 0 HENRY ROCK DIRECTOR 0.38 X 0 0 0 CARLOS E SANCHEZ DIRECTOR 0.43 X 0 0 0 RENEE ALEXANDER SHERROD DIRECTOR 0.08 X 0 0 0 HARRY SMITH DIRECTOR 0.39 X 0 0 0 BILL TOOLE DIRECTOR 0.46 X 0 0 0 JEAN VEATCH DIRECTOR 0.39 X 0 0 0 REGINA WHARTON DIRECTOR 0.54 X 0 0 0 MIKE WIGGINS DIRECTOR 0.59 X 0 0 0 CHRISTOPHER JACKSON PRES/CEO FROM MAY 55.00 X 210615 0 16601 MICHAEL ELDER PRES/CEO TO JUNE 55.00 X 209113 0 10541 GARY BARRETT SVP 55.00 X 168341 0 19627 ANNE N IBEKWE VP OF FINANCE 55.00 X 140498 0 13860 WILLIAM CARSON SVP 60.00 X 165667 0 16828 BARBARA MAIDA-STOLLE EVP 55.00 X 171671 0 15432 LARITA BARBER SVP 60.00 X 167170 0 8622 PAULETTE GRIFFIN SVP 46.00 X 143675 0 3444 MIA COMERIATO VP 55.00 X 139617 0 13947 MICHAEL WHITENER VP 55.00 X 132131 0 13525 TONYA NATIONS VP 50.00 X 124560 0 13282 LAURA CASONI VP 55.00 X 119458 0 10001 1892516 0 155710 23 0 1 0 NORTH CHARLOTTE ELECTRICAL 750 HARWYN DRIVE CHARLOTTE NC 28215 ELECTRICAL 109605 1 177883 600261 11734325 11312177 12512469 RETAIL PROGRAM 453310 32186233 32186233 GOODWORK STAFFING 624310 9569042 9569042 CONSTRUCTION 230000 2108445 749797 1358648 ENVIRONMENTAL ENTERPRISES 624310 1359655 1359655 FOOD SERVICES 624210 794408 794408 351919 351919 46369702 283234 283234 165 3934846 0 1339916 165 2594930 2595095 2595095 REFUNDS AND OTHER 900099 81359 81359 81359 61841859 45011054 1358648 2959688 1341177 437762 721032 182383 32844228 30326211 2480701 37316 608721 541369 65608 1744 2929397 2605275 315731 8391 3998491 3690864 286688 20939 18194 18194 61940 61940 19884 19884 2744787 2412272 314321 18194 1694748 1102144 359236 233368 6359249 6228871 127679 2699 662772 627904 33215 1653 252693 139364 65404 47925 3393295 3074984 306085 12226 PROGRAM SUPPLIES 3065869 3065869 EQUIPMENT RENTAL/MAINT 621517 609155 12298 64 AWARDS AND ASSISTANCE 121866 56041 62271 3554 135547 7588 8153 119806 60874375 54925673 5258440 690262 73974 48050 8080657 8262381 2313300 1010099 2578515 3026685 5000000 5000000 3788578 3754887 500733 974131 66074565 24444654 45198226 41629911 8655913 13042612 844345 61357 77034241 76810113 4118140 4044422 224878 238152 30617675 29453538 655566 688498 35616259 34424610 X 41417982 42385503 41417982 42385503 77034241 76810113 967484 37 0 X 0 1 X 1 0 X 18052926 18043647 14754546 16473378 12512469 79836966 18052926 18043647 14754546 16473378 12512469 79836966 79836966 231888 221658 241828 274168 283234 1252776 40008 122485 284846 174922 81359 703620 81793362 190528068 0.97610 0.96380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TAX REFUNDS COMMISSIONS CASH OVERAGE/SHORTAGE MISC REVENUES - 2013 AMOUNT: $ 40,008. 2014 AMOUNT: $ 122,485. 2015 AMOUNT: $ 284,846. 2016 AMOUNT: $ 174,922. 2017 AMOUNT: $ 81,359. 11214138 11214138 28284651 6268574 22016077 1867225 1448536 418689 22502304 15967952 6534352 2206247 759592 1446655 41629911 DEFERRED COMPENSATION 688498 688498 X 61822012 37 37 61821975 19884 19884 61841859 60854491 0 60854491 19884 19884 60874375 PART X, LINE 2: GOODWILL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT EVALUATED GOODWILL'S TAX POSITIONS AND CONCLUDED THAT GOODWILL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. X X X X X X 0 0 0 0 0 1 0 0 0 CHRISTOPHER JACKSON PRES/CEO FROM MAY 210615 0 0 0 0 0 9249 0 7352 0 227216 0 0 0 MICHAEL ELDER PRES/CEO TO JUNE 187191 0 0 0 21922 0 6271 0 4270 0 219654 0 0 0 GARY BARRETT SVP 168341 0 0 0 0 0 12436 0 7191 0 187968 0 0 0 ANNE N IBEKWE VP OF FINANCE 140498 0 0 0 0 0 6760 0 7100 0 154358 0 0 0 WILLIAM CARSON SVP 165667 0 0 0 0 0 9645 0 7183 0 182495 0 0 0 BARBARA MAIDA-STOLLE EVP 171671 0 0 0 0 0 8229 0 7203 0 187103 0 0 0 LARITA BARBER SVP 167170 0 0 0 0 0 8026 0 596 0 175792 0 0 0 MIA COMERIATO VP 139617 0 0 0 0 0 6800 0 7147 0 153564 0 0 0 PART I, LINE 6 BONUSES OF AN AGREED UPON PERCENTAGE WERE AWARDED THIS YEAR TO INDIVIDUALS MEETING THE ESTABLISHED NET INCOME AMOUNTS OF THEIR DIVISION BUDGETS. X 11236152 SALES PRICE X 49 76025 SALES PRICE 0 0 0 1 PART I, LINE 32B: GOODWILL HAS AN AGREEMENT WITH A THIRD PARTY KNOWN AS NATIONAL CHARITY SERVICES, INC. THEY PROVIDE A FULL 24/7 CALL CENTER THAT MANAGES ALL RELATED ISSUES WITH DONATED VEHICLES. THEIR RESPONSIBILITIES INCLUDE PREPARING AND FILING FORM 1098-C. THE AMOUNT SHOWN ON SCHEDULE M IS PROCEEDS FROM THE SALE OF THE DONATED VEHICLES. FORM 990, PART I, LINE 1, MISSION OR MOST SIGNIFICANT ACTIVITIES: GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT (GISP) WAS ESTABLISHED IN 1949 AND IS PART OF A NETWORK OF 163 AUTONOMOUS, NON-PROFIT GOODWILL ORGANIZATIONS IN 14 COUNTRIES THAT MAKE UP GOODWILL INDUSTRIES INTERNATIONAL. THE MISSION OF GISP IS CHANGING LIVES THROUGH THE POWER OF WORK. OUR VISION IS THAT ALL PEOPLE IN OUR REGION HAVE THE OPPORTUNITY TO REACH THEIR FULL POTENTIAL BY ACHIEVING FAMILY SUSTAINING EMPLOYMENT. GISP SERVES 13 COUNTIES IN NORTH CAROLINA AND 5 COUNTIES IN SOUTH CAROLINA. THE ORGANIZATION CURRENTLY HAS SERVICES AND FACILITIES IN CABARRUS, CLEVELAND, GASTON, LINCOLN, MECKLENBURG AND UNION COUNTIES IN NORTH CAROLINA AND LANCASTER AND YORK COUNTIES IN SOUTH CAROLINA. GISP EMPLOYS 766 TEAM MEMBERS, ENGAGES OVER 160 VOLUNTEERS AND HAS AN ANNUAL OPERATING BUDGET OF APPROXIMATELY $60 MILLION. GOODWILL PROVIDES EMPLOYMENT SERVICES AND SUPPORTS TO ALLOW INDIVIDUALS AND FAMILIES TO GAIN THE SKILLS AND CONFIDENCE TO PURSUE CAREER OPPORTUNITIES THAT WILL PROVIDE LONG-TERM STABILITY. GOODWILL PROVIDES EMPLOYMENT, JOB TRAINING AND CAREER SERVICES IN THE FOLLOWING AREAS - OCCUPATIONAL SKILLS TRAINING FOR CAREERS IN CALL CENTERS AND CUSTOMER SERVICE, BANKING, HOSPITALITY AND CONSTRUCTION. GOODWILL OPERATES OR IS A PARTNER IN FIVE JOB RESOURCE CENTERS LOCATED IN MECKLENBURG, CABARRUS, GASTON, YORK AND CLEVELAND COUNTIES. THESE EMPLOYMENT RESOURCE CENTERS ASSIST INDIVIDUALS WITH ALL ASPECTS OF THE JOB SEARCH, INCLUDING JOB LEADS, RESUME WORKSHOPS, INTERVIEW SKILLS AND CAREER COUNSELING. GOODWILL SERVES AT-RISK YOUTH, FORMER OFFENDERS, PEOPLE WITH MENTAL OR EMOTIONAL DISABILITIES, UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS. GOODWILL IS A SUSTAINABLE SOCIAL ENTERPRISE, A JOB CREATOR, AND PROVIDES A POSITIVE SOCIAL RETURN TO THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONLY ONE CLASS OF MEMBERS, WHICH MEMBER MAY BE AN INDIVIDUAL OR ORGANIZATION APPROVED AND ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION, UNLESS OTHERWISE DIRECTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE BYLAWS OF THE CORPORATION. EACH MEMBER SHALL BE ENTITLED TO PARTICIPATE IN MEMBERSHIP MEETINGS AND SAID MEMBERSHIP SHALL ELECT THE DIRECTORS OF THE CORPORATION, IN ACCORDANCE WITH THE PROVISIONS OF THE BYLAWS ADOPTED BY THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A ONE-THIRD OF THE TOTAL DIRECTORS SHALL BE ELECTED BY MEMBERS OF THE CORPORATION EACH YEAR AT THE ANNUAL MEETING OF THE MEMBERSHIP TO FILL THE VACANCIES OF THE DIRECTORS WHOSE TERMS EXPIRE IN THAT YEAR. IN ADDITION TO THE DIRECTORS ELECTED TO THE BOARD BY THE MEMBERS OF THE CORPORATION, THE FOLLOWING PERSONS SHALL ALSO BE MEMBERS OF THE BOARD, EX OFFICIO, WITH VOTE: THE IMMEDIATE PAST CHAIRMAN OF THE BOARD IF THEIR TERM HAS EXPIRED AND THE CHAIRMAN OF ANY BOARD-APPOINTED ADVISORY COUNCIL. IF A VACANCY OCCURS WHEN AN ELECTED DIRECTOR SEPARATES FROM THE BOARD, WHEN THE MEMBERSHIP FAILS TO ELECT A FULL SLATE OF DIRECTORS, OR WHEN A SEAT HAS BEEN DECLARED VACANT DUE TO EXCESSIVE ABSENCES, SUCH VACANCY MAY BE FILLED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE AUDIT COMMITTEE AT A MEETING TO WHICH ALL THE BOARD MEMBERS ARE INVITED. THE 990 DRAFT IS EMAILED TO ALL THE BOARD MEMBERS AHEAD OF THE MEETING. THEY EACH HAVE THE PLATFORM TO ASK QUESTIONS AT THE MEETING. AFTER THE MEETING ALL THE BOARD MEMBERS ARE ASKED TO RESPOND THROUGH EMAIL THAT THEY HAVE REVIEWED THE 990 AND DO NOT HAVE ANY FURTHER QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING COPIES OF THE POLICY AND PROCEDURES TO ALL BOARD MEMBERS VIA THE EXECUTIVE ASSISTANT AND TO ALL AGENCY EMPLOYEES BY THE HUMAN RESOURCES DEPARTMENT DURING NEW EMPLOYEE INTAKE AND ANNUALLY, THEREAFTER. EACH PERSON IS REQUIRED TO REVIEW AND SIGN THE DOCUMENT, ACKNOWLEDGING THEIR WILLINGNESS TO ABIDE BY THIS POLICY. THESE BOARD MEMBERS' STATEMENTS ARE FILED IN THE EXECUTIVE ASSISTANT'S OFFICE. EMPLOYEE COPIES ARE FILED IN INDIVIDUAL PERSONNEL FILES. IN THE EVENT OF A CONFLICT DURING THE YEAR, THAT PERSON WILL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND/OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS THE SOLE AUTHORITY AND RESPONSIBILITY FOR ESTABLISHING AND CHANGING THE TOTAL COMPENSATION AND BENEFITS OF THE PRESIDENT/CEO AND TOTAL COMPENSATION RANGES FOR OTHER HIGHLY COMPENSATED POSITIONS (VICE PRESIDENTS). APPLYING THE SAME PAY PHILOSOPHY THAT IS UTILIZED FOR ALL OTHER EMPLOYEES IN THE ORGANIZATION, THE BOARD ESTABLISHES AND MONITORS THE PERFORMANCE AND TOTAL COMPENSATION OF THE PRESIDENT/CEO. THE BOARD IS RESPONSIBLE FOR CONDUCTING AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT/CEO, AT WHICH TIME ADJUSTMENT TO TOTAL COMPENSATION MAY BE CONSIDERED. THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE SALARY RANGES AND BENEFITS FOR ALL HIGHLY COMPENSATED POSITIONS (PRESIDENT AND VP). THE BOARD REVIEWS INFORMATION ON COMPARABLE SALARIES WITHIN GOODWILL INDUSTRIES INTERNATIONAL AFFILIATES AND OTHER SIMILARLY SITUATED ORGANIZATIONS. PERIODICALLY, AN OUTSIDE CONSULTANT IS ENGAGED TO ASSESS THE REASONABLENESS, COMPETITIVENESS AND CONSISTENCY WITH COMPENSATION "BEST PRACTICES" RELATED TO THE TOTAL COMPENSATION FOR THE PRESIDENT/CEO AND THE VICE PRESIDENTS AND TO MAKE RECOMMENDATIONS TO THE BOARD. ALL COMPENSATION DISCUSSIONS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CURRENT ANNUAL REPORT AND 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE AND OTHER LINKS. OTHER DOCUMENTS OPEN TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST. GOODWILL OPPORTUNITY CAMPUS LLC PO BOX 668768 CHARLOTTE NC 28266 HOLD REAL ESTATE NC 2533393 20122467 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC