2018-05-31T10:33:56-05:00 2017-12-31 205949532 RICCI & COMPANY LLC 6200 UPTOWN BLVD NE STE 400 ALBUQUERQUE NM 87110 990 2017-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 MARY M BEST PRESIDENT & CEO 5058816401 2018-05-31 1 MARIA MATONTI P01790899 5053380800 204.98.120.221 2018-05-31 07:49:46 MD P E53D5F2F9BFD5AE6C6CE5D513160F1F5CF4BF9B7 E53D5F2F9BFD5AE6C6CE5D513160F1F5CF4BF9B7 2017 2018-06-14 16:35:46Z MARY M BEST 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 20873893 0 X WWW.GOODWILLNM.ORG X 1941 NM TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. 16 16 1314 16 0 0 3144008 3078209 16659787 17650532 88059 -42584 136453 116908 20028307 20803065 375804 380579 0 0 12694767 12271071 0 0 13430 6842715 7028782 19913286 19680432 115021 1122633 28498877 31837719 4307333 6523542 24191544 25314177 X GOODWILL'S MISSION IS TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. GOODWILL'S VISION IS THAT NEW MEXICANS WILL HAVE THE OPPORTUNITY TO IMPROVE THEIR LIVES BY UTILIZING GOODWILL'S SERVICES AND PARTNERSHIPS. GOODWILL IS ABLE TO FULFILL ITS MISSION AND VISION BY OFFERING FREE SERVICES THROUGH 10 COMPREHENSIVE PROGRAMS. 0 0 17050266 380579 17650532 DURING 2017, GOODWILL INDUSTRIES OF NEW MEXICO (GINM) SERVED A TOTAL OF 17,403 INDIVIDUALS IN THESE PROGRAMS AND PLACED 1,361 OF THOSE INDIVIDUALS IN THE COMMUNITY. GINM HAS RETAIL STORES AND PROGRAM STAFF IN ALBUQUERQUE, BERNALILLO, RIO RANCHO, SANTA FE, GALLUP, FARMINGTON, ROSWELL AND CLOVIS AT WHICH DONATIONS OF NEW OR GENTLY USED ITEMS ARE ACCEPTED FROM THE PUBLIC. DONATIONS ARE PROCESSED AND SOLD IN GOODWILL STORES. ITEMS NOT SOLD ARE RECYCLED. REVENUE FROM STORES AND RECYCLING OPERATIONS FUND GOODWILL PROGRAMS AND SERVICES IN ALL 33 COUNTIES OF NEW MEXICO. SPECIFIC PROGRAMS AND SERVICES PROVIDED BY GINM INCLUDE THE FOLLOWING: (CONTINUED ON SCHEDULE O)* BRAIN INJURY CASE MANAGEMENT - A CRISIS-RELATED, SHORT TERM PROGRAM DESIGNED TO SERVE INDIVIDUALS WITH TRAUMATIC AND ACQUIRED BRAIN INJURIES BY ASSISTING PARTICIPANTS IN OBTAINING LONG-TERM SERVICES. ASSISTANCE INCLUDES ASSISTIVE EQUIPMENT, INITIAL HOUSING COSTS, ENVIRONMENTAL MODIFICATIONS, RETROFIT OF AN AUTOMOBILE, HOMEMAKER SERVICES, RESPITE CARE, TRANSPORTATION TO RECEIVE BRAIN INJURY MEDICAL CARE, THERAPY SERVICES, PRESCRIPTION MEDICATIONS, LIFE SKILLS COACHING, SERVICE COORDINATION, CRISIS SUPPORT SERVICES, CASE MANAGEMENT, AND REFERRALS.* GATEWAY TO WORK - A PERSONALIZED PATH TO SUCCESS THAT FOCUSES ON THOSE WHO ARE READY, WILLING AND COMMITTED TO JOINING THE WORKFORCE. THE GOAL OF THIS PROGRAM IS TO ASSIST PARTICIPANTS IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT. PARTICIPANTS WHO ENTER THE GATEWAY TO WORK PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A JOB DEVELOPER. THEY WORK WITH THEIR JOB DEVELOPER TO DISCOVER WHICH PATH THEY'D LIKE TO TAKE AND WHAT FIELD OF WORK THEY'D LIKE TO JOIN. FROM THERE THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL INCLUDING GOODJOBS, GOODSKILLS, AND TRIALWORKS.* GOODJOBS - DESIGNED TO HELP PEOPLE FIND LONG-TERM EMPLOYMENT IN THE COMMUNITY THAT MEETS THEIR NEEDS, ABILITIES AND INTERESTS. PROGRAM COMPONENTS INCLUDE JOB SEARCH SKILLS, RESUME WRITING, INTERVIEWING TECHNIQUES, EMPLOYER EXPECTATIONS, POST-EMPLOYMENT RETENTION SKILLS AND SUPPORT, AND PARTICIPATION IN TALENTABQ.* GOODSKILLS - COMPREHENSIVE JOB READINESS TRAINING, INCLUDING HIRING ESSENTIALS (E.G., CREATING A RESUME, INTERVIEWING SKILLS AND HOW TO APPLY FOR JOBS) AND COMPUTER BASICS (E.G., INTRO TO COMPUTERS AND TRAINING IN MICROSOFT EXCEL AND MICROSOFT WORD). * HOMELESS VETERANS REINTEGRATION PROGRAM - FOCUSES ON PLACING HOMELESS VETERANS IN LONG-TERM EMPLOYMENT AND PROVIDING SOCIAL SERVICES. SERVICES PROVIDED INCLUDE CLASSROOM TRAINING, JOB SEARCH ACTIVITIES, JOB PREPARATION, SUBSIDIZED TRIAL EMPLOYMENT, ON-THE-JOB TRAINING, JOB PLACEMENT, PLACEMENT FOLLOW-UP SERVICES, VOCATIONAL COUNSELING, CASE MANAGEMENT, REFERRALS, AND HOUSING ASSISTANCE.* SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM - PROVIDES LOW-INCOME SENIORS 55+ WITH WORK EXPERIENCE AND TRAINING IN ORDER TO ASSIST THEM IN SECURING PERMANENT COMMUNITY BASED EMPLOYMENT. IN ADDITION TO SUBSIDIZED TRAINING OPPORTUNITIES, THE PROGRAM PROVIDES JOB DEVELOPMENT AND PLACEMENT, JOB CLUBS, POST-PLACEMENT SUPPORT, DIRECT SERVICES TO EMPLOYERS, AND REFERRALS.* SUPPORTIVE SERVICES FOR VETERAN FAMILIES - HELPS STABILIZE HOUSING FOR VERY-LOW INCOME VETERANS AND THEIR FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. UNDER THIS PROGRAM, GINM ASSISTS WITH MOVE-IN COSTS, RENT AND PAST DUE RENT, SECURITY DEPOSITS, MOVING/STORAGE, UTILITIES AND PAST DUE UTILITIES, UTILITY DEPOSITS, CHILD CARE, EMERGENCY SUPPLIES, CASE MANAGEMENT, COMMUNITY REFERRALS, ASSISTANCE WITH VA AND OTHER PUBLIC BENEFITS.* TRIALWORKS - TEMPORARY, PAID TRAINING IN RETAIL SKILLS AND GREEN SKILLS (RECYCLING, FORKLIFT OPERATIONS, MATERIALS PROCESSING AND WAREHOUSING). PARTICIPANTS MUST BE ENROLLED IN ANOTHER GOODWILL PROGRAM BEFORE BEING ELIGIBLE TO ENTER INTO THE TRIALWORKS PROGRAM. THIS PROGRAM PROVIDES JOB DEVELOPMENT, EDUCATION AND TRAINING AND JOB READINESS SKILLS.* VETERAN FAMILY SERVICES - A PROGRAM SPECIFIC TO VETERANS AND THEIR FAMILY MEMBERS THAT ASSISTS THEM IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT WHILE PROVIDING COMPREHENSIVE CASE MANAGEMENT SERVICES. PARTICIPANTS WHO ENTER THE VETERAN FAMILY SERVICES PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A JOB DEVELOPER. THEY WORK WITH THEIR JOB DEVELOPER TO DISCOVER WHICH PATH THEY'D LIKE TO TAKE AND WHAT FIELD OF WORK THEY'D LIKE TO JOIN. FROM THERE THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL INCLUDING GOODJOBS, GOODSKILLS, AND TRIALWORKS. *CUSTOMER SERVICE TRAINING PROGRAM - A FREE TRAINING COURSE SPECIALLY DESIGNED TO PREPARE INDIVIDUALS FOR A SUCCESSFUL ROLE IN A CUSTOMER SERVICE FOCUSED INDUSTRY. PARTICIPANTS COMPLETE A TWO WEEK HANDS ON COURSE FOCUSING ON PERSONAL, PROFESSIONAL AND TECHNICAL SKILLS ALL GEARED TOWARD THE CUSTOMER SERVICE INDUSTRY. 17050266 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 194 0 1 1314 1 0 0 0 0 0 0 0 0 0 1 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X TOM DOWNEY 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 STEPHEN BYRD CHAIRPERSON 1.00 X X 0 0 0 RICHARD BACA FIRST VICE CHAIR 1.00 X X 0 0 0 MARK PIKE SECOND VICE CHAIR 1.00 X X 0 0 0 GARY HELLMER TREASURER 1.00 X X 0 0 0 MICHAEL RISING SECRETARY 1.00 X X 0 0 0 JULIENNE V BROWN DIRECTOR 1.00 X 0 0 0 JOHN BRISCOE DIRECTOR 1.00 X 0 0 0 TERRY CHRISTESSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CLEPPER DIRECTOR 1.00 X 0 0 0 ROBIN DOZIER OTTEN DIRECTOR 1.00 X 0 0 0 WILLIAM FOCKE DIRECTOR 1.00 X 0 0 0 ROBERT FUREY DIRECTOR 1.00 X 0 0 0 BERENT GROTH DIRECTOR 1.00 X 0 0 0 SIDNEY GUTIERREZ DIRECTOR 1.00 X 0 0 0 STEPHEN INGRAM DIRECTOR 1.00 X 0 0 0 CARMEN MARRONE DIRECTOR 1.00 X 0 0 0 MARY M BEST PRESIDENT & CEO 40.00 X 171046 0 19080 TOM DOWNEY CHIEF FINANCIAL OFFICER 40.00 X 95153 0 2854 TERRY ARMSTRONG CHIEF SERV OFFICER 40.00 X 90439 0 21278 SHAUNA O'CLEIREACHAIN VP OF OPERATIONS 40.00 X 118137 0 24009 JAMES WOOD GENERAL LEGAL COUNSEL 40.00 X 113463 0 17353 588238 0 84574 3 0 1 0 INSIGHT CONSTRUCTION PO BOX 6653 ALBUQUERQUE NM 87197 CONSTRUCTION 831992 LEVEL (3) COMMUNICATIONS 3830 SINGER BLVD NE 2000 ALBUQUERQUE NM 87109 DATA HANDLING & STORAGE 223589 REPOSADO LLC 1503 CENTRAL AVE NW STE A ALBUQUERQUE NM 87104 RENTALS/LANDLORD 199436 ELAVON INC TWO CONCOURSE PARKWAY STE 800 ATLANTA GA 30328 CREDIT CARD PROCESSING 181846 OLD VINE-THEO LLC 1459 SOUTH PEARL ST DENVER CO 80210 RENTALS/LANDLORD 172627 15 2485 2762324 313400 45637 3078209 RETAIL SALES 452000 14136890 14136890 SECONDARY MARKET 453310 2390093 2390093 SERVICES 561300 1106083 1106083 OTHER SALES REVENUE 453310 17466 17466 17650532 28244 28244 116908 0 116908 116908 116908 70828 -70828 -70828 -70828 20803065 17650532 0 74324 380579 380579 266199 266199 10168514 9318648 849866 664508 539612 124896 1171850 1063621 108229 2611 2611 105288 12172 93116 487159 400362 73367 13430 204868 11836 193032 298582 244325 54257 2389596 2195713 193883 335178 327510 7668 144344 136116 8228 89068 89068 140029 140029 1530946 1245351 285595 171107 137410 33697 PURCHASED GOODS 347715 347715 EQUIPMENT RENTAL/MAINTE 257719 154776 102943 BANK SERVICE CHARGES 244769 234368 10401 SUPPLIES 210883 191857 19026 68920 19227 49693 19680432 17050266 2616736 13430 5164573 7639439 4189926 4431532 400866 337468 124638 124039 2002283 1761308 311991 209554 28949985 13173168 16287201 15776817 10261 17399 1547301 28498877 31837719 1189132 1352993 0 15662 3110816 5134702 7385 20185 4307333 6523542 X 24191544 25314177 24191544 25314177 28498877 31837719 1122633 0 X X 0 1 X 1 1 1 X 2762073 3246763 3186216 3144008 3078209 15417269 2762073 3246763 3186216 3144008 3078209 15417269 15417269 123063 128086 151110 139762 145152 687173 19487 21980 41467 16145909 84347761 0.95490 0.95490 X 3986711 3986711 18489493 8237876 10251617 119890 70872 49018 5424093 4207937 1216156 929798 656483 273315 15776817 OTHER LIABILITIES 20185 20185 X 20803065 0 20803065 0 20803065 19680432 0 19680432 0 19680432 PART X, LINE 2: GOODWILL IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. GOODWILL DID NOT INCUR ANY UNRELATED BUSINESS TAXABLE INCOME (UBIT) FOR THE YEAR ENDED DECEMBER 31, 2017. AS A RESULT, GOODWILL DID NOT RECOGNIZE FEDERAL AND STATE TAX FOR THE YEAR ENDED DECEMBER 31, 2017. FASB ASC 740 INCOME TAXES, ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, AN ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF AN ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE FISCAL YEARS ENDED DECEMBER 31, 2017 AND 2016. 1 SPECIAL ASSISTANCE 292 38235 FMV UTILITY/CLOTHING RENTAL ASSISTANCE 771 342344 FMV RENTS PART I, LINE 2: GRANTS ARE PROVIDED TO INDIVIDUALS PRIMARILY ELIGIBLE UNDER THE SSVF FEDERAL PROGRAM, BUT IN LIMITED CASES, MAY BE PROVIDED UNDER OTHER PROGRAMS. ELIGIBILITY IS DETERMINED BY THE CASE MANAGER AND MUST FOLLOW THE FULL APPROVAL PROCESS TYPICAL FOR ALL GENERAL DISBURSEMENTS WITH MULTIPLE LEVELS OF SIGNOFF AND APPROPRIATE SEGREGATION OF DUTIES. X X X X X 0 0 0 0 0 0 0 0 0 MARY M BEST PRESIDENT & CEO 160000 0 0 0 11046 0 5131 0 13949 0 190126 0 0 0 X SEE PART II NOTE X 2 2600 COMPARABLE SALES X 1 43037 FMV 0 0 0 PART I, LINE 33: GOODWILL INDUSTRIES OF NEW MEXICO (GINM) RECEIVES GENEROUS DONATIONS OF CLOTHES, FURNITURE AND OTHER HOUSEHOLD ITEMS FROM THE PUBLIC. THESE ITEMS ARE SOLD IN RETAIL STORES, THE CLEARANCE CORNER AND GOODBUYS LOCATIONS. DONATIONS THAT ARE NOT SOLD OR THAT ARE NOT FIT FOR SALE ARE RECYCLED AS THIS PROVIDES THE GREATEST DOLLAR VALUE TO BE EXTRACTED WHILE PROVIDING TRAINING OPPORTUNITIES AND THE ABILITY FOR THE ORGANIZATION TO BE ENVIRONMENTALLY RESPONSIBLE. GINM DOES NOT RECORD THE REVENUE WHEN THE DONATIONS ARE RECEIVED - INSTEAD IT RECORDS REVENUES AS THE GOODS ARE SOLD OR RECYCLED. THESE REVENUES ARE REPORTED AS PROGRAM SERVICE REVENUES AND NOT AS NON-CASH CONTRIBUTIONS REVENUE IN PART VIII, LINE 1G OF FORM 990. GINM REPORTS THESE REVENUES IN THIS MANNER BECAUSE IT BELIEVES THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONATED ITEMS TO FULFILL ITS MISSION OF PROVIDING SKILL TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES TO NEW MEXICANS. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AS PROGRAM REVENUE AT THE TIME OF SALE IN THE STATEMENT OF REVENUES AND NOT AS NON-CASH DONATION REVENUE. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO PERFORM A PRELIMINARY REVIEW OF THE FORM 990 THEN THE FINAL DRAFT IS PRESENTED AND REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO WILL RECOMMEND ITS APPROVAL TO THE BOARD OF DIRECTORS. THE TAX RETURN IS THEN PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSED ON THE ORGANIZATION'S BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. BOARD MEMBERS RECEIVED THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO UPDATE ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT CONFLICT OF INTEREST EXISTS, THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A WRITTEN COMPENSATION POLICY. THE POLICY REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, PERFORMANCE EVALUATION AND ONLINE NON-PROFIT COMPENSATION SURVEYS IN DETERMINING COMPENSATION. THE ORGANIZATION HAS A CORPORATE COMPLIANCE LIASON THAT REPORTS FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS UNDER THE AFOREMENTIONED POLICY. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AS WELL AS THE CEO'S PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. THE SALARIES OF THE OTHER OFFICERS ARE SET BY THE CEO PURSUANT TO THE AUTHORITY GRANTED TO THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATON PROVIDES THE FINANCIAL STATEMENTS AND THE PUBLIC INSPECTION COPY OF FORM 990 TO THE NM ATTORNEY GENERAL'S CHARITABLE ORGANIZATION DIVISION. GINM ALSO MAKES THE FORM 990, THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.