2017-08-11T09:14:41-05:00 2016-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2016-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC % TAMARA T JUNG GOOD 4148474200 5400 SOUTH 60TH STREET GREENDALE WI 53129 TAMARA T JUNG CFO 4148474200 2017-07-10 true Michelle L Weber P00556798 4142898200 38.84.128.189 39529020172235000000 2017-08-11 P 7679050E6FFD33370EE8F5FB1864EBFE89AF94B5 DBB5A1BB300CE7347E9A562499B28AD7099757F8 2016 2021-01-29 14:40:06Z JACQUELINE L HALLBERG 5400 SOUTH 60TH STREET GREENDALE WI 53129 140662458 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. 20 20 6499 462 3815256 -611648 41112635 38151189 74627169 70332141 105851 404644 3270956 3181598 119116611 112069572 1598172 7084147 0 0 94965790 93403822 0 0 326392 11904709 8914565 108468671 109402534 10647940 2667038 168679222 151873032 68402011 63687514 100277211 88185518 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 59998211 7084147 28162247 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 2016, the Mission Services programs of Goodwill provided services to 49,430 individuals and placed people into 3,385 jobs in the community. Training Goodwill's 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 Goodwill's 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, Retail, and Financial Services. Goodwill is in the process of developing a Manufacturing Institute, which will help meet the needs of local employers and secure participants entry-level jobs in manufactuing or logistics. Other training programs include ex-offender job re-entry and urban outreach in the Kenosha area. In 2016, Goodwill Workforce Development Training programs served 1,682 individuals. Employment Services In 2016, Goodwill provided Employment Services to 20,857 individuals in Southeastern Wisconsin. These services include community and supported employment, evaluation services, job placement, mentoring, internships, and skills training. Goodwill operated four Workplace Connection Centers during 2016 in Southeastern Wisconsin providing 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 driver's license recovery programs, counseling, benefits assistance, and help with housing and other concerns. Together, these centers provided services to 15,310 people in 2016. Similar Goodwill-operated centers in Racine and Kenosha served an additional 3,927 people. Goodwill has been a partner since 1989 in the Kenosha County Job Center, one of Wisconsin's 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. Goodwill's Work Serices program offers short-term, on-the-job training for individuals with significant and multiple disabilities to help them prepare for jobs in the community. The environment incorporates automation, high expectations, and a workforce of people with and without disabilities, reflecting manufacturing employment outside of Goodwill. During 2016, Work Services provided services to 208 individuals with disabilities at two facilities in Milwaukee County. Workforce Development Supports In 2016, Goodwill provided Workforce Development Supports for 4,138 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 2016 to 23,902 adults and seniors through a variety of programs. Goodwill's Day Services support adults and seniors with developmental disabilities to enjoy more independent and active lives in the community at five locations. Goodwill adult and senior 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 2016, 418 individuals were served by Goodwill's Day Service programs and life skills development programs. Goodwill's 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 Goodwill's 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, Meal-Site Supervision, 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 5,408 people who have physical or developmental disabilities or are frail elders. During 2016, Goodwill's Home Delivered Meals and Meal Site programs served Milwaukee County senior citizens with 356,529 meals delivered to their homes and more than 105,520 meals served at 8 congregate meal sites. Goodwill's 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 2016, 6,114 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 2016, Goodwill TalentBridge issued 3,942 W-2s and paid $14.3 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. 40072060 0 42478169 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 2016, Goodwill Great Lakes served 7.9 million meals to U.S. Navy Sailors and recruits. At the end of 2016, Goodwill Great Lakes employed 915 people, 598 of whom were people with significant disabilities. During the course of 2016, Goodwill Great Lakes served 806 individuals with disabilities. Participants are not ready for competitive employment when they enroll in the AbilityOne program. At Great Lakes, Goodwill offers a safe 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 2016, 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 participants. 100070271 true true false true false false false false false false true false false false 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 138 0 true 6499 true true true false false false false true true false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false IL WI 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 0.0 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 Bradley Kalscheur Director 2.0 0.0 X 0 0 0 Robert J Klug Board Chair 2.0 3.0 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 3.0 X X 0 0 0 Dennis J McNally SECRETARY - deceased 6/2016 2.0 3.0 X X 0 0 0 Richard A Meeusen Director 2.0 2.0 X 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 0.0 X 0 0 0 Thomas R Savage Director 2.0 0.0 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 10.0 X 557862 0 38247 Charles J Stadler SR VP & COO 40.0 8.0 X 332016 0 40458 Joan Farrell VP / ASST SECRETARY 40.0 10.0 X 236348 0 19624 Tamara Jung VP & CFO/Asst Treasurer 40.0 10.0 X 232958 0 32101 Daniel S Depies VP/Exec Dir - as of 2/2016 40.0 2.0 X 173572 0 33862 Steven J Loos VICE PRESIDENT 40.0 0.0 X 240383 0 38939 Patricia A Boelter-Mundt VICE PRESIDENT 40.0 0.0 X 240001 0 32490 Robert Schneeberg Vice President 40.0 0.0 X 218378 0 3959 Christine E Brooks Vice President 40.0 0.0 X 212360 0 29339 Kent A Walters VICE PRESIDENT 40.0 0.0 X 211111 0 36810 2654989 0 305829 45 false true false Great Lakes Resources Inc 702 E Washington MADISON WI 53701 Temp Staffing Agency 3047285 Ott Development Inc 2100 Pewaukee Road E WAUKESHA WI 53188 Construction Service 1032542 Lammi Sports Management Inc 161 s 1st street suite 320 MILWAUKEE WI 53201 provide sports celeb 416064 Western Bilingual Employment LLC 3111 w national avenue MILWAUKEE WI 53215 temp staffing agency 347389 Trissential LLC 1905 e eayzata boulevard suite 333 MINNEAPOLIS MN 55391 consulting service 230068 14 106124 18561634 18510870 972561 38151189 PARTICIPANT PROGRAMS AND SERVICES 624100 27853972 26436936 1417036 GREAT LAKES PROGRAMS AND SERVICES 561499 42478169 42478169 70332141 87823 87823 0 0 182871 25284 157587 0 157587 157587 762185 445364 316821 316821 316821 349476 106124 339476 10000 10000 4635 2146 2489 2489 27974948 27780616 194332 194332 INTERCOMPANY ADMINISTRATION SERVICES 561000 2398220 2398220 CAFETERIA 561499 256440 256440 INTERCOMPANY INTEREST 900003 48587 48587 113943 113943 2817190 112069572 69223380 3815256 879747 6664399 6664399 419748 419748 0 0 1697048 561284 1087335 48429 204588 204588 69685286 57454068 12043766 187452 2047470 1394246 641520 11704 13478652 11666147 1795187 17318 6290778 5355417 923081 12280 0 104818 25004 79814 145327 145327 3550 3550 0 0 8656477 5340748 3282959 32770 1900135 159767 1740368 3939769 3714964 219016 5789 1260269 193318 1061436 5515 0 3334871 1834541 1499730 600 1878057 1635831 242226 0 523298 203134 315629 4535 768261 2403 765858 0 3111137 307560 2803577 548926 419479 129447 ALLOCATED MANAGEMENT FEES -12847622 -12847622 ALLOCATED OCCUPANCY -2309976 2979349 -5289325 ALLOCATED STAFFING -2102732 -261136 -1841596 109402534 100070271 9005871 326392 0 0 18878164 22544423 169852 206262 9797954 8575981 0 0 0 0 0 0 742499 637767 1318663 1248088 191395657 73638898 123095944 117756759 0 0 0 0 0 0 0 0 14676146 903752 168679222 151873032 15316976 14030309 0 0 347715 472250 47545000 44971383 0 0 0 0 0 0 1900000 1455199 3292320 2758373 68402011 63687514 X 99981292 87695470 295919 490048 0 0 100277211 88185518 168679222 151873032 X 2667038 45954 -14804685 X false true X true true true X 38763090 43223217 41359590 41112635 38151189 202609721 0 0 38763090 43223217 41359590 41112635 38151189 202609721 103028483 99581238 925274 639475 733222 310276 319281 2927528 0 207137 232281 253456 339006 354111 1385991 206923240 504112789 0.48125 0.49286 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 3550 false false 3550 false LOBBYING ACTIVITY DESCRIPTION PART II-B, LINES 1B AND 1G GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. INCURRED EXPENSES, BOTH INTERNAL AND EXTERNAL PROFESSIONAL FEES, WHILE PROVIDING GOVERNMENT OFFICIALS WITH TOURS OF ITS FACILITES AND OPERATIONS. NO PORTION OF EXPENSE REPRESENTS A REIMBURSEMENT OF EXPENSES TO AN OFFICIAL. 31904786 31904786 127586184 52734064 74852120 23476535 17805170 5671365 8428152 3099664 5328488 117756759 0 OBLIG. UNDER CAPITAL LEASES 556640 OTHER LIABILITIES 2201733 2758373 X 138196286 45954 34340 29409507 29489801 108706485 3363087 3363087 112069572 132066551 34340 30675438 30709778 101356773 8045761 8045761 109402534 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 2013 through 2016. Tax years open under state of Wisconsin and state of Illinois statutes include 2012 through 2016. Reconciliation of Revenue PART XI Line 2D Rental Expenses 25,284 Fundraising event expenses 339,476 Gaming Expenses 2,146 Cost of goods sold 27,780,616 Intercompany Contracted Services 722,274 Intercompany Temporary Help 539,711 ------------ Total 29,409,507 Line 4B Contracted Employees 915,517 Intercompany Interest 48,587 Intercompany Admin Services 2,398,220 Miscellaneous Adjustment 763 ------------ Total 3,363,087 Reconciliation of Expenses PART XII Line 2D Rental Expenses 25,284 Fundraising event expenses 339,476 Gaming Expenses 2,146 Cost of goods sold 27,780,616 Intercompany Contracted Services 722,274 Intercompany Temporary Help 539,711 Intercompany Allocations 1,265,931 Contracted Employees 915,517 ------------ Total 30,675,438 Line 4B Intercompany Interest 48,587 Intercompany Admin Services 2,398,220 Miscellaneous Adjustment 763 Contribution to Affiliate 5,598,191 ------------ Total 8,045,761 retro event 455600 106124 349476 53393 86606 199477 0 455600 106124 349476 53393 86606 199477 339476 10000 true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 364455490 501(C)(3) 1066208 Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 1635605 Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 1956555 Book Accounts Receivable Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 2239070 Book Inventory Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 73112 Book Prepaids Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 606880 Book Land, Build, Equip Grant - see form 990, part iii, line 4a. Goodwill Manufacturing Inc 5400 South 60th Street Greendale WI 53129 352531359 501(C)(3) 913031 Book Liabilities Grant - see form 990, part iii, line 4a. 2 MERCHANDISE VOUCHERS 13410 335269 FMV merchandise voucher CLOTHING FOR JOB INTERVIEWS 33 3445 FMV Clothing TRANSPORTATION FOR JOB INTERVIEWS 7 124 FMV transportation STIPENDS FOR PROGRAM ACHIEVEMENTS 44 74555 PARTICIPANT INCENTIVES 30 4050 FMV Miscellaneous JOB SEEKING MATERIALS 17 2305 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 true false false true true true true false false JACQUELINE L HALLBERG President & CEO 444547 0 104616 0 8699 0 20450 0 17797 0 596109 0 0 0 Charles J Stadler SR VP & COO 270372 0 45275 0 16369 0 20450 0 20008 0 372474 0 0 0 Steven J Loos VICE PRESIDENT 205718 0 33291 0 1374 0 18596 0 20343 0 279322 0 0 0 Joan Farrell VP / ASST SECRETARY 203044 0 32292 0 1012 0 18018 0 1606 0 255972 0 0 0 Tamara Jung VP & CFO/Asst Treasurer 204724 0 27465 0 769 0 17995 0 14106 0 265059 0 0 0 Patricia A Boelter-Mundt VICE PRESIDENT 200055 0 33291 0 6655 0 18550 0 13940 0 272491 0 0 0 Robert Schneeberg Vice President 44042 0 11460 0 162876 0 2801 0 1158 0 222337 0 0 0 Christine E Brooks Vice President 190859 0 21331 0 170 0 9351 0 19988 0 241699 0 0 0 Kent A Walters VICE PRESIDENT 168436 0 42452 0 223 0 16488 0 20322 0 247921 0 0 0 Daniel S Depies VP/Exec Dir - as of 2/2016 154191 0 18648 0 733 0 13618 0 20244 0 207434 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. Severance Payment Part I, Line 4A An individual left the organization and received a severance payment in 2016. Due to a confidentiality agreement, neither the name nor the amount will be listed. It is included in Schedule J, Part II, Column B(III). 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 1340000 0 13500000 0 0 0 106000 0 0 9489000 3905000 0 2012 true false true true B 1092000 0 10000000 0 0 0 0 0 0 0 10000000 0 2014 true false true true C 273000 0 2500000 0 0 0 0 0 0 0 2500000 0 2014 true false true true D 571000 0 17000000 0 0 0 0 0 0 17000000 0 0 2015 false false false 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. These funds produced by these bond issued 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 970000 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 204588 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: $ 419,748 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 and Compliance Committee of the Board of Directors reviewed the Form at its June 14, 2017 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on June 21, 2017, 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, LINE 19 Goodwill Industries of Southeastern Wisconsin, Inc. and Affiliates ("Goodwill") posts its governing documents, conflict of interest policy, annual report, financial statements and Forms 990 to its website. Goodwill also makes this information, and other required disclosures, available upon request. Other Changes in Net Assets Part XI, Line 9 Book Tax Difference - Subsidiary 355,237 Loss on Liquidation - Subsidiary (15,159,922) ------------ Total (14,804,685) Goodwill Talentbridge LLC 5400 SOUTH 60TH STREET GREENDALE WI 53129 271303707 staffing WI 20368397 -9864027 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) 7 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 6841765 0 1.00000 true true true true false false false false false true false true false true true true false true true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO A 4388 FMV GWMFG Inc A 48587 FMV GOODWILL RETAIL SERVICES INC A 1064489 FMV Goodwill Manufacturing Inc B 5598191 Book GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO B 1066208 FMV GOODWILL RETAIL SERVICES INC C 18561634 FMV GOODWILL RETAIL SERVICES INC J 4302948 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO L 440866 FMV GOODWILL RETAIL SERVICES INC L 11337879 FMV GWMFG Inc L 2398220 FMV GOODWILL RETAIL SERVICES INC N 1746017 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO P 230856 FMV GOODWILL RETAIL SERVICES INC P 15311312 FMV GWMFG Inc P 1089535 FMV GWMFG Inc R 2192261 FMV GOODWILL RETAIL SERVICES INC S 52900296 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO S 919453 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.