2018-10-05T07:00:26-05:00 2017-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2017-01-01 540884014 GOODWILL INDUSTRIES OF THE VALLEYS INC GOOD 5405810620 2502 MELROSE AVE NW ROANOKE VA 24017 BRUCE PHIPPS PRESIDENT AND CEO 5405810620 2018-10-01 1 AMANDA ADAMS P00748038 7043771678 38.142.98.34 2018-10-01 08:09:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2017 2018-06-14 16:35:46Z BRUCE PHIPPS 2502 MELROSE AVE NW ROANOKE VA 24017 27519709 0 X WWW.GOODWILLVALLEYS.COM X 1970 VA HELPING PEOPLE AND FAMILIES IN OUR COMMUNITY ACHIEVE A BETTER LIFE THROUGH WORK AND INDEPENDENCE. 22 22 946 567 0 0 8796507 7533353 12810821 12681318 272749 353169 5848676 3990016 27728753 24557856 0 0 0 0 13723099 12328690 0 0 434718 8352156 7064859 22075255 19393549 5653498 5164307 33800746 37793930 14189865 12544368 19610881 25249562 X GOODWILL PROVIDES WORK AND TRAINING PROGRAMS THAT EMPOWER YOUTH, ADULTS AND SENIORS TO ACHIEVE THEIR GREATEST POTENTIAL. GOODWILL HELPS PEOPLE WHO HAVE DISABILITIES, DISADVANTAGES OR NEED TO ENHANCE SKILLS TO FIND A BETTER JOB. 0 0 9692946 8798402 WORKFORCE DEVELOPMENT: THE ORGANIZATION RECEIVES FEDERAL GRANTS DESIGNED TO ASSIST: ADULT CLIENTS WITH BARRIERS TO EMPLOYMENT; SENIOR CITIZENS WHO ARE LOW INCOME AND UNEMPLOYED; AT-RISK YOUTH; AND DISLOCATED WORKERS. THESE INDIVIDUALS RECEIVE TRAINING AND EDUCATION TO PREPARE THEM FOR EMPLOYMENT OPPORTUNITIES AS WELL AS ASSISTANCE TO FIND WORK. THESE TRAINING AND EMPLOYMENT PROGRAMS ALLOW INDIVIDUALS TO WORK AND TO ACHIEVE THEIR GREATEST POTENTIAL AND LEVEL OF INDEPENDENCE. 3533268 2864286 WORK TRAINING SERVICES: THE ORGANIZATION PROCURES GRANTS FROM NATIONAL, REGIONAL, AND LOCAL FOUNDATIONS, COMPANIES AND MUNICIPALITIES TO FUND PROGRAMS THAT ASSIST YOUTH, ADULTS, AND SENIORS WITH DISABILITIES AS WELL AS THOSE WITH OTHER BARRIERS TO SUCCESS, INCLUDING INCARCERATION, SKILL SET LIMITATIONS, LANGUAGE BARRIERS, AND MORE. PROGRAMMING ASSISTS INDIVIDUALS TO PREPARE THEM FOR WORK AND HELPS THEM TO FIND WORK. FOR SOME INDIVIDUALS WITH DISABILITIES THEIR GOAL MAY NOT BE WORK BUT INSTEAD INCREASING LIFE SKILLS SO THEY BECOME MORE INDEPENDENT AND ARE ABLE TO REACH THEIR GREATEST POTENTIAL. 776950 1018630 SOURCE AMERICA: THE ORGANIZATION CONTRACTS WITH THE FEDERAL GOVERNMENT TO EMPLOY INDIVIDUALS WITH BARRIERS TO EMPLOYMENT, ESPECIALLY INCLUDING MENTAL AND/OR PHYSICAL DISABILITIES. THESE INDIVIDUALS PROVIDE JANITORIAL SERVICES IN LOCAL FEDERAL FACILITIES; THUS ALLOWING THEM TO WORK AND LIVE MORE INDEPENDENTLY. 3908358 THE ORGANIZATION PROVIDES ADMINISTRATIVE AND OTHER MANAGEMENT SERVICES TO ITS RELATED ORGANIZATION, GOODWILL INDUSTRIES OF THE VALLEY WORKS, TO ENABLE IT TO CARRY OUT ITS PROGRAMS. THE EXPENSES RELATED TO THIS REVENUE ARE SHOWN AS MANAGEMENT AND GENERAL EXPENSES IN PART IX SO NO AMOUNT HAS BEEN REPORTED HERE. 3908358 14003164 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 60 0 1 946 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X THE CORPORATION 5405810620 2502 MELROSE AVE NW ROANOKE VA 24017 MIKE FLINT CHAIR 1.00 1.00 X X 0 0 0 TARA BRANSCOM VICE CHAIR 1.00 1.00 X X 0 0 0 DAN KARNES SECRETARY 1.00 1.00 X X 0 0 0 HOWARD LYON TREASURER 1.00 1.00 X X 0 0 0 WILL ANDREWS DIRECTOR 1.00 1.00 X 0 0 0 MELVA BELCHER DIRECTOR 1.00 1.00 X 0 0 0 JOHN CAPPS DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW CHURCHILL DIRECTOR 1.00 1.00 X 0 0 0 LANCE FRANKLIN DIRECTOR 1.00 1.00 X 0 0 0 MAE HUFF DIRECTOR 1.00 1.00 X 0 0 0 ROBERT JEFFREY JR DIRECTOR 1.00 1.00 X 0 0 0 CHUCK KISER DIRECTOR 1.00 1.00 X 0 0 0 JIM LAUB DIRECTOR 1.00 1.00 X 0 0 0 NATHANIEL MARSHALL DIRECTOR 1.00 1.00 X 0 0 0 ROY MARTIN DIRECTOR 1.00 1.00 X 0 0 0 CAMILLE WRIGHT MILLER DIRECTOR 1.00 1.00 X 0 0 0 MELINDA PAYNE DIRECTOR 1.00 1.00 X 0 0 0 BRUCE PHIPPS PRESIDENT AND CEO 40.00 1.00 X 267057 0 35224 STEVEN KELLEY CHIEF FINANCIAL OFFICER 40.00 1.00 X 148549 0 8002 DEB SAUNDERS CHIEF COMPLIANCE OFFICER 40.00 1.00 X 38657 0 8684 JACKSON G GREEN CHIEF OPERATIONS OFFICER 40.00 1.00 X 161849 0 27271 FRANK ROGAN CHIEF DEVELOPMENT OFFICER 40.00 1.00 X 140629 0 7655 LINDA LAMONA SR. VICE PRESIDENT 40.00 1.00 X 151123 0 16357 MARY ANN GILMER VICE PRESIDENT 40.00 1.00 X 118887 0 1457 KELLY COLEMAN VICE PRESIDENT 40.00 1.00 X 105667 0 12727 MINDY BOYD VICE PRESIDENT 1.00 40.00 X 0 123962 4373 1132418 123962 121750 7 0 1 0 DAVID E LOOPER & CO INC PO BOX 3224 HICKORY NC 28603 CONSTRUCTION SERVICES 961706 MARSH & MCLENNAN AGENCY LLC PO BOX 419103 BOSTON MA 022419103 CONSULTATION 403966 LUMOS NETWORKS PO BOX 580062 CHARLOTTE NC 28258 TELECOMMUNICATIONS 140174 RL LUCAS CONSTRUCTION INC 2030 SHENANDOAH VALLEY NE ROANOKE VA 24012 CONSTRUCTION SERVICES 112403 4 4619 7000000 40000 488734 7533353 WORKFORCE DEVELOPMENT 561300 8798402 8798402 WORK TRAINING SERVICES 561300 2864286 2864286 SOURCE AMERICA 561300 1018630 1018630 12681318 199688 199688 478 0 478 478 478 3115334 2961853 153481 153481 153481 RELATED ORGANIZATION MGMT FEE 561000 3908358 3908358 OTHER REVENUE 624200 81180 81180 3989538 24557856 16589676 0 434827 1011057 189120 673653 148284 9248998 7132055 2009372 107571 107437 59090 39745 8602 1223378 844777 354661 23940 737820 522648 196929 18243 40498 40498 51800 51800 40909 40909 633101 562899 65959 4243 206495 12260 194235 727688 481269 220495 25924 751450 576135 139906 35409 278956 209305 67336 2315 46647 8352 22898 15397 179992 179992 589646 177524 394741 17381 150565 54782 85523 10260 WORKFORCE PROGRAM EXPEN 2980851 2980639 212 386261 192309 176803 17149 19393549 14003164 4955667 434718 1336981 2180527 177958 156802 2499159 2110516 106107 206274 38365208 14666298 21100854 23698910 8136965 8923587 32060 24477 410662 492837 33800746 37793930 1103180 1084397 606168 709008 800001 640001 3847438 6168929 7833078 3942033 14189865 12544368 X 19385019 25006172 225862 243390 19610881 25249562 33800746 37793930 5164307 474374 0 X 0 1 X 1 1 1 X 571119 411226 9463808 8796507 7533353 26776013 15160333 16715602 17723246 18612494 16589676 84801351 15731452 17126828 27187054 27409001 24123029 111577364 9000000 8000000 7000000 24000000 1338112 1338112 9000000 8000000 8338112 25338112 86239252 298575 384334 467434 166028 199688 1516059 298575 384334 467434 166028 199688 1516059 27237 106904 128783 53607 316531 16057264 17618066 27783271 27628636 24322717 113409954 0.76040 0.01340 X 5304631 5304631 20112981 5958921 14154060 2493093 2026732 466361 7159881 5411991 1747890 3294622 1268654 2025968 23698910 INTEREST RATE SWAP 33648 DUE TO RELATED ORGANIZATION 3908385 3942033 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 BRUCE PHIPPS PRESIDENT AND CEO 262467 0 0 0 4590 0 11856 0 23368 0 302281 0 0 0 STEVEN KELLEY CHIEF FINANCIAL OFFICER 146231 0 0 0 2318 0 7312 0 690 0 156551 0 0 0 JACKSON G GREEN CHIEF OPERATIONS OFFICER 159124 0 0 0 2725 0 8575 0 18696 0 189120 0 0 0 LINDA LAMONA SR. VICE PRESIDENT 149080 0 0 0 2043 0 6089 0 10268 0 167480 0 0 0 PART I, LINE 1A IF THE SPOUSE OR SIGNIFICANT OTHER IS INVOLVED IN THE BUSINESS PURPOSE OF THE TRIP, ONLY ACTUAL EXPENSES INCURRED BY THE ASSOCIATE FOR MEALS, ROOM, TRANSPORTATION, AND OTHER BUSINESS-RELATED EXPENSES WILL BE REIMBURSED. THE EXPENSE REPORTS ARE REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER TWICE A YEAR AND THE AMOUNTS ARE INCLUDED AS TAXABLE FRINGE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS SIGNED BY THE CEO AND ELECTRONICALLY SUBMITTED TO THE IRS. THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, SENIOR LEADERSHIP TEAM MEMBERS, AND DIRECTOR-LEVEL EMPLOYEES MUST COMPLETE AND SIGN A DISCLOSURE FORM ANNUALLY THAT STATES THEY HAVE READ, AGREE WITH, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY GOVERNING BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER, AND HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHEN PERMITTED BY LAW. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD AND MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IT IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO WHO HAS OVER 40 YEARS OF LEADERSHIP EXPERIENCE WITH GOODWILL. THE COMMITTEE USES AN ANNUAL MARKET SALARY STUDY FROM A THIRD PARTY THAT COMPARES POSITIONS BY INDUSTRY, GEOGRAPHIC SCOPE, AND ANNUAL REVENUE FOR BASE SALARY AND TOTAL COMPENSATION. A REVIEW OF THE PREVIOUS YEAR'S OUTCOMES, PERFORMANCE, AND GOALS ATTAINED ARE ALSO CONSIDERED DURING THE PERFORMANCE AND COMPENSATION REVIEW. DISCUSSIONS OF COMPENSATION ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. GOODWILL INDUSTRIES OF THE VALLEY WORKS 2502 MELROSE AVENUE NW ROANOKE VA 24017 270953369 CHARITABLE ACTIVITY VA 501(C)(3) LINE 12B GOODWILL INDUSTRIES OF THE VALLEYS INC 1 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 1 GOODWILL INDUSTRIES OF THE VALLEY WORKS C 7000000 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS E 3908385 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS J 909034 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS L 3908358 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS S 3333539 BOOK PART II, LINE 1B RAISE FUNDS TO SUPPORT GOODWILL PROGRAMS AND SERVICES THAT PROVIDE A HAND UP, NOT A HAND OUT, TO INDIVIDUALS WHO ARE IN NEED OF GOODWILL SERVICES TO GET BACK TO WORK, FIND A BETTER JOB, OR GAIN GREATER INDEPENDENCE. INDIVIDUALS SERVED HAVE VARIOUS BARRIERS TO EMPLOYMENT INCLUDING DISABILITIES, LACKING SKILLS, LOW INCOME, PRIOR INCARCERATIONS, AT-RISK OF DROPPING OUT OF SCHOOL, OR INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM.