2017-05-02T15:45:42-05:00 2016-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2016-01-01 560844639 Goodwill Industries of the Southern PIEDMONT INC GOOD 7043723434 PO BOX 668768 CHARLOTTE NC 28266 MICHAEL ELDER President & CEO 7043723434 2017-04-28 1 JANICE A RATICA P00358837 7043771678 68.142.180.174 2017-04-28 12:08:49 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DC1ECEAC94D2DBAD86E244BC7E2078CD6ABB82FC 2016 2021-01-29 14:40:06Z MICHAEL ELDER PO BOX 668768 CHARLOTTE NC 28266 60427711 0 X www.goodwillsp.org X 1949 NC See Schedule O 22 22 3293 160 1833951 -186086 14754546 16563378 38619952 43166865 234780 271730 182806 82410 53792084 60084383 20847 0 0 0 36605216 38485225 60000 0 387289 15759375 18618838 52445438 57104063 1346646 2980320 68999262 77034241 30585707 35616259 38413555 41417982 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 32699453 32873484 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. The Industries of the Southern Piedmont offers asset recover and de-manufacturing services using the highest industry standards for environmnetal 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, generate refurbished computer and job training opportunties, inventory for resale and helps preserve the environment. Agency provided approximately 623,931 hours of training, of which the BE services provided approximately 85,708 hours of paid work experience. BE also employs people with prior barriers to employment. In 2016 it paid over $9,656,022 in payroll wages. 5712003 922284 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. In 2016, 8,703 employment and training services were provided and 680 individuals were placed in employment. 12449814 10316396 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 2016, GoodWork Staffing provided more than 533,921 paid work hours and assisted 1,732 clients with placements in light industrial, warehouse, administrative support, customer service, and hospitality employment fields. Goodwill Construction Services provided 3,971 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. 1174213 2350 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. In 2016, Career Development Services delivered services to 1,867 individuals and placed 598 people in employment. In 2016 Goodwill completed comprehensive research into the requirements and factors that affect an individual and/or family's eligibility to receive public supports such as the Earned Income Tax Credit (EITC), childcare subsidies, child and adult Medicaid, etc. This research enabled Goodwill to create a dynamic, web-based tool that simulates the Benefit Cliff for residents of Mecklenburg County. As a result of this tool, Goodwill has convened a variety of employers, key influencers and decision-makers, public officials as well as service-providers to educate and demonstrate the environment within which individuals receiving benefits make choices that negatively affect their ability to move up the economic ladder.In addition to advocacy, Goodwill has used this information to redesign and enhance services to individuals with significant barriers to employment. This redesign includes integrated services with key partners who provide services, such as healthcare that can be lost as families earn more income but that increase in income still does not cover the costs for basic health and living. By bridging the Benefit Cliff, families are able to continue up the economic ladder. Over the past 12-months Goodwill has realized a dramatic increase (from 47% year-end 2015 to 60% by year-end 2016) in the percent of individuals served who retain employment for 6-months. This increase is the result of improved contact and communication between Goodwill staff and the clients they serve, after the client secures initial employment. In addition, retention on the job is influenced by the quality of the match between the client receiving services and the job opportunity, to include the location, purpose, and wage. Through coordinated services between Goodwill Career Development Specialists and Employment Specialists more relevant job opportunities have been identified and matched for clients. In 2016, as Goodwill relocated to a larger campus and allocated space for community partners, Goodwill services developed integrated operational processes that allow clients a single point of access and support to optimize their visit to Goodwill and receive services from a broad range of partners. This integrated service approach includes access to the full array of Goodwill career services as well as partner services that include the Charlotte Community Health Clinic, Common Wealth Charlotte are provider a financial services, Charlotte Metro Credit Union as well as the Center for Community Transitions who support individuals with criminal backgrounds. 1174213 2350 52035483 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 59 0 3293 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 22 22 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 RENEE ALEXANDER SHERROD DIRECTOR 0.19 X 0 0 0 LEE ARMSTRONG LUMPKIN DIRECTOR 0.60 X 0 0 0 WAYNE DOZIER DIRECTOR 0.60 X 0 0 0 ED DRIGGS DIRECTOR 0.44 X 0 0 0 HELEN EGGERS DIRECTOR 0.48 X 0 0 0 RENEE FORD DIRECTOR 0.25 X 0 0 0 LAURA HAMPTON DIRECTOR 0.44 X 0 0 0 REGGIE ISAAC DIRECTOR 0.40 X 0 0 0 JON JOFFE DIRECTOR 0.23 X 0 0 0 JAY NORVELL III DIRECTOR 0.29 X 0 0 0 BRAD RICHARDSON DIRECTOR 0.37 X 0 0 0 SHELL RICHARDSON DIRECTOR 0.33 X 0 0 0 HARRY SMITH DIRECTOR 0.19 X 0 0 0 BILL TOOLE DIRECTOR 0.37 X 0 0 0 JEAN VEATCH DIRECTOR 0.29 X 0 0 0 REGINA WHARTON DIRECTOR 0.40 X 0 0 0 MIKE WIGGINS DIRECTOR 0.52 X 0 0 0 MARK WYATT DIRECTOR 0.12 X 0 0 0 ADAM ZEMBRUSKI DIRECTOR 0.15 X 0 0 0 MARILYNN BOWLER CHAIR 0.60 X X 0 0 0 SARA GARCES VICE CHAIR 0.79 X X 0 0 0 Tony Smith SECRETARY/TREASURER 0.31 X X 0 0 0 Michael Elder PRESIDENT/CEO 50.00 X 325816 0 33676 Anne N Ibekwe VP 55.00 X 139239 0 14071 Gary Barrett SVP 55.00 X 175969 0 19780 Christopher Jackson EVP 50.00 X 163241 0 15444 Barbara Maida-Stolle EVP 50.00 X 174388 0 15471 Willian Carson SVP 55.00 X 166563 0 16921 Paulette Griffith SVP 46.00 X 156945 0 18852 LaRita Barber SVP 50.00 X 172321 0 9107 Mia Hines VP 55.00 X 130149 0 13940 Michael Whitener VP 50.00 X 128798 0 13502 Tonya Nations VP 48.00 X 119325 0 10929 1852754 0 181693 22 0 1 0 GOODWILL POPLAR CROSSING LLC 711 CENTRAL AVENUE CHARLOTTE NC 28204 RENTal of real property 234000 FOOD LION INC SERVICE GROUP LLC POBOX 198135 ATLANTA GA 30384 RENTal of real property 207507 PiedmontMetrolina Fund #11 LLC PO Box 1072 Mooresville NC 28115 RENTal of real property 205099 BRUCE C JENNER 19706 ONE NORMAN BLD CORNELIUS NC 28031 RENTal of real property 192500 MRD DEVELOPMENT LLC POBOX 936 ALBEMARLE NC 28002 RENTal of real property 192000 14 90000 812509 15660869 14155135 16563378 RETAIL PROGRAM 453310 32157276 32157276 GOODWORK STAFFING 624310 7087765 7087765 Construction 230000 2879031 1045080 1833951 ENVIRONMENTAL ENTERPRISES 624310 684889 684889 Food Services 624210 249644 249644 108260 108260 43166865 274168 274168 243823 241706 4555 2117 -4555 -2438 -2438 0 90000 97067 -97067 -97067 OTHER INCOME 624310 179477 179477 179477 60084383 41512391 1833951 174663 1837697 735656 932545 169496 29789323 28093651 1631041 64631 574709 469252 100258 5199 2782241 2554092 218961 9188 3501255 3207647 275578 18030 3509198 3076188 394822 38188 4099045 3929771 153803 15471 5978187 5805883 171455 849 581824 565864 10368 5592 145860 78175 25896 41789 3130704 2586661 526602 17441 EQUIPMENT RENTAL & MAIN 808943 794973 13238 732 MEMBERSHIP DUES AND SUP 192603 8169 183992 442 MISCELLANEOUS 118270 100673 17597 AWARDS AND RECOGNITION 54204 28828 25135 241 57104063 52035483 4681291 387289 75465 73974 9532580 8080657 3279440 2313300 1930248 2578515 5000000 5000000 3644086 3788578 716922 500733 70361766 25163540 35540392 45198226 8420037 8655913 860092 844345 68999262 77034241 5857052 4118140 222605 224878 23933606 30617675 572444 655566 30585707 35616259 X 31003124 41417982 7410431 0 38413555 41417982 68999262 77034241 2980320 19945 4162 0 X 0 1 X 1 0 X 14363049 18052926 18043647 14754546 16473378 81687546 14363049 18052926 18043647 14754546 16473378 81687546 81687546 274679 231888 221658 241828 274168 1244221 1202501 40008 122485 284846 174922 1824762 84756529 259231494 0.96380 0.92320 X Schedule A, Part II, Line 10, Explanation of Other Income: TAX REFUNDS COMMISIONS CASH OVERAGE/SHORTAGE MISC REVENUES - 2012 Amount: $ 217,062. 2013 Amount: $ 40,008. 2014 Amount: $ 122,485. 2015 Amount: $ 284,846. 2016 Amount: $ 174,922. insurance proceeds - 2012 Amount: $ 985,439. 11703011 11703011 34511552 9640237 24871315 1810013 1291628 518385 16936506 10064070 6872436 5400684 4167605 1233079 45198226 Corporate Bonds 1355062 F COLLATERIZED MORTGAGE OBLIGATIONS 1778 F MUTUAL FUNDS 7299073 F 8655913 Deferred Compensation 655566 655566 X 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 financial statements. Goodwill believes it is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for tax years prior to 2013. Gala 90000 90000 80887 16180 90000 90000 80887 16180 97067 -97067 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Michael Elder PRESIDENT/CEO 304176 0 14553 0 7087 0 26742 0 6934 0 359492 0 0 0 Anne N Ibekwe VP 137984 0 1255 0 0 0 7344 0 6727 0 153310 0 0 0 Gary Barrett SVP 172270 0 3699 0 0 0 12960 0 6820 0 195749 0 0 0 Christopher Jackson EVP 159904 0 3337 0 0 0 8729 0 6715 0 178685 0 0 0 Barbara Maida-Stolle EVP 166332 0 8056 0 0 0 8654 0 6817 0 189859 0 0 0 Willian Carson SVP 162818 0 3745 0 0 0 10122 0 6799 0 183484 0 0 0 Paulette Griffith SVP 155736 0 1209 0 0 0 12083 0 6769 0 175797 0 0 0 LaRita Barber SVP 166761 0 5560 0 0 0 8477 0 630 0 181428 0 0 0 X 9922799 sales price X 29 45650 sales price X Microsoft Software 0 4186686 FMV 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 vehicles. Form 990, Part I, Line 1 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT (GISP) WAS ESTABLISHED IN 1965 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 board of directors shall have the power and duties necessary or appropriate for the administration of the affairs of the organization. All power of the corporation, except those specified, granted, or reserved to the members by law, the articles of the incorporation or bylaws, shall be vested in the directors. Form 990, Part VI, Section A, line 7a The board of directors may elect additional members to the corporation; terms of and qualifications for such additional members shall be determined by the board of the directors. All members in good standing at the time of the annual meeting shall be eligible to vote in the election of the directors. The board of directors shall elect annually a chairman, vice-chairman, and secretary/treasurer of the corporation at their first meeting following the annual meeting of the membership. The president is elected by the board of directors of the corporation. The president does not have voting rights. A vacancy may be filled by the board of directors. 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 had been declared vacant due to excessive absences provided by the bylaws. Form 990, Part VI, Section B, line 11b Our tax preparers review the 990 with the audit committee, and answer any questions they may have. Each board member is then provided a copy of the 990 for review. Once the review is complete and there are no changes, the President/CEO will sign the form for submission to the IRS. 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 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, 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 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 holds land and construction of new facility NC 1620858 21687217 goodwill industries of the southern piedmont inc