2017-06-13T08:31:17-05:00 2016-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2016-01-01 352082941 GW COMMERCIAL SERVICES INC GWCO 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 462223852 DANIEL J RILEY SENIOR VP ADMINISTRATION & CFO 3175244313 2017-06-06 1 AMANDA MEKO CPA P01062615 3172412999 75.149.79.53 2017-06-06 08:45:40 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CB458A3E9F3B824B1DE94C2FF269DEC5518C936E 2016 2021-01-29 14:40:06Z DANIEL J RILEY 1635 W MICHIGAN ST INDIANAPOLIS IN 462223852 5945701 0 X www.goodwillbusiness.org X 1999 IN TO PROVIDE REHABILITATIVE TRAINING and CREATE JOBS FOR PEOPLE WHO HAVE SEVERE DISABILITIES. 15 15 141 15 0 0 0 0 7861312 5941803 0 0 0 3898 7861312 5945701 0 0 0 0 5371122 3862971 0 0 0 1539904 1286800 6911026 5149771 950286 795930 10521790 11317721 0 0 10521790 11317721 SEE SCHEDULE O FOR FULL DESCRIPTION. 0 0 5149771 5941803 GWCS operates eleven Ability One contracts at federal government sites in Indianapolis, Indiana, and employs approximately 200 INDIVIDUALS WITH SEVERE DISABILITIES. 5149771 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 1 0 0 1 141 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X DANiel j RILEY 3175244313 1635 W MICHIGAN ST indianapolis IN 46222 J SCOTT ENRIGHT CHAIR 1.00 X X 0 0 0 ELAINE E BEDEL VICE CHAIR 1.00 X X 0 0 0 DON PALMER SECRETARY 1.00 X X 0 0 0 MARK DENIEN TREASURER 1.00 X X 0 0 0 PEGGY BOEHM DIRECTOR 1.00 X 0 0 0 MARIANNE GLICK DIRECTOR 1.00 X 0 0 0 GORDON M GRAHAM DIRECTOR 1.00 X 0 0 0 THOMAS A KING DIRECTOR 1.00 X 0 0 0 JEFFREY A HARRISON DIRECTOR 1.00 X 0 0 0 MICHAEL O' CONNOR DIRECTOR 1.00 X 0 0 0 DARELL E ZINK DIRECTOR 1.00 X 0 0 0 JOHN D PERRY DIRECTOR 1.00 X 0 0 0 MARIBETH SMITH DIRECTOR 1.00 X 0 0 0 JEAN WOJTOWICZ DIRECTOR 1.00 X 0 0 0 BRITTANY BLAU DIRECTOR 1.00 X 0 0 0 KENT A KRAMER PRESIDENT 1.00 40.00 X 0 446746 31596 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 1.00 40.00 X 0 324163 15673 james humphrey vp of commercial services 1.00 40.00 X 0 195693 23966 0 966602 71235 0 0 1 0 0 GOVERNMENT CONTRACTS 310000 5941803 5941803 5941803 OTHER 310000 3898 3898 3898 5945701 5945701 0 0 2677621 2677621 1185350 1185350 2004 2004 35 35 379871 379871 603137 603137 10768 10768 57348 57348 COST OF SALES 225415 225415 MISCELLANEOUS 5511 5511 FINANCE 1912 1912 CLIENT SERVICES 618 618 181 181 5149771 5149771 0 0 992052 1008036 614857 492507 143794 122350 9385944 10187335 10521790 11317721 0 0 X 10521790 11317721 10521790 11317721 10521790 11317721 795930 0 X X 0 1 X 1 0 X X 1 GOODWILL INDUSTRIES 350893506 7 0 5941803 0 1 5941803 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 614857 492507 122350 122350 DUE FROM GOODWILL INDUSTRIES OF CENTRAL INDIANA 10187335 10187335 0 0 0 0 0 0 0 0 0 KENT A KRAMER PRESIDENT 0 384404 0 60560 0 1782 0 14045 0 17551 0 478342 0 0 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 0 202645 0 119736 0 1782 0 14190 0 1483 0 339836 0 0 james humphrey vp of commercial services 0 168759 0 24471 0 2463 0 11719 0 12247 0 219659 0 0 FORM 990, PART III, LINE 1: GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GCSI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE VOLUNTARY HEALTH AND WELFARE ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA). GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL INDIANA GOODWILL ORGANIZATIONS. GCSI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GCSI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 56 THRIFT STORES, FOUR WAREHOUSE OUTLET CENTERS AND THREE VINTAGE STORES. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS NEARLY 2,600 INDIVIDUALS, MORE THAN 60% OF WHOM HAVE A BARRIER TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GCSI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GCSI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 200 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GCSI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES AND OTHER BARRIERS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S EMPLOYEES AND STUDENTS, AS WELL AS TO FIRST-TIME EXPECTANT MOTHERS AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GCSI ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GCSI'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER FIRMS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP 64% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 3,600 EMPLOYEES IN 2016. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICIATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS. FOR THE NEARLY 11% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2016, GOODWILL PLACED 1,200 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF ALMOST 5 PEOPLE EVERY WORKDAY. GWCS PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING PEOPLE WITH SIGNIFICANT DISABILITIES. AT DECEMBER 31, 2016, GWCS OPERATED 11 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN INDIANAPOLIS, INDIANA, AND EMPLOYS APPROXIMATELY 120 SEVERELY DISABLED INDIVIDUALS. GEI PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE TO PREPARE FOR RODUCTIVE ADULT LIVES AND HELPS ADULTS WHO LACK HIGH SCHOOL DIPLOMAS RAISE THEIR EDUCATION ATTAINMENT LEVELS. GEI OPERATES 12 PUBLIC CHARTER HIGH SCHOOLS (INDIANAPOLIS METROPOLITAN HIGH SCHOOL, AND 11 EXCEL CENTERS IN CENTRAL INDIANA, UNDER THE PROVISIONS OF THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS AND THE INDIANA CHARTER SCHOOL BOARD. THE SCHOOLS OCCUPY SPACE AT GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING AND AT 10 ADDITIONAL LOCATIONS, AND CONTRACT WITH GCSI FOR CERTAIN BUSINESS SUPPORT SERVICES. THE SCHOOLS RECEIVE THE MAJORITY OF THEIR FUNDING FROM THE STATE OF INDIANA. THEIR REVENUES ARE SUPPLEMENTED WITH FUNDS FROM THE UNITED STATES DEPARTMENT OF EDUCATION, PRIVATE GRANTS, AND GIFTS. INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET) IS IN ITS 13TH YEAR OF OPERATION AND STUDENT ENROLLMENT AT DECEMBER 31, 2016 WAS 262 STUDENTS. THE EXCEL CENTER, IN ITS SEVENTH YEAR OF OPERATION, SERVES STUDENTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND ARE SEEKING THEIR HIGH SCHOOL DIPLOMA RATHER THAN A GED. TODAY, THE EXCEL CENTERS SERVE APPROXIMATELY 3,200 STUDENTS AT 11 LOCATIONS. DEMOGRAPHICS OF STUDENTS ATTENDING THE MET INCLUDE: 78% AFRICAN AMERICAN, 15% CAUCASIAN, 3% HISPANIC, 4% BI-RACIAL; 85% ELIGIBLE FOR FREE OR REDUCED PRICE LUNCH; AND 25% IDENTIFIED AS SPECIAL NEEDS STUDENTS. MOST STUDENTS ARRIVING AT THE MET HAVE NOT BEEN SUCCESSFUL IN MORE TRADITIONAL EDUCATION SETTINGS AND ARE OFTEN SEVERAL GRADE LEVELS BELOW THE NORM IN READING, MATH, AND SCIENCE. WITH THIS IN MIND, THE SCHOOL'S GOALS ARE FOCUSED PRIMARILY ON GRADUATION AND POST-SECONDARY ENROLLMENT. OFTEN, STUDENTS ARE NOT SUCCESSFUL PASSING STANDARDIZED TESTS EARLY IN THEIR HIGH SCHOOL EXPERIENCE, BUT SHOW IMPROVEMENT EACH YEAR. THROUGH THE 2015-16 SCHOOL YEAR, NEARLY 600 STUDENTS HAD GRADUATED FROM THE MET, AND 60% OF THOSE GRADUATES ARE ENROLLED IN OR HAVE COMPLETED A POST-SECONDARY PROGRAM. DEMOGRAPHICS FOR THE EXCEL CENTER ARE AS FOLLOWS: STUDENTS RANGE IN AGE FROM 17 TO 70. HALF OF THE STUDENTS ARE IN THE 18-24 AGE RANGE. 70% ARE UNEMPLOYED. 15% ARE EX-OFFENDERS. 64% ARE FEMALE AND 36% MALE. 37% ARE CAUCASIAN AND 39% ARE AFRICAN AMERICAN, 18% ARE HISPANIC WITH THE REMAINDER BEING MULTI-RACIAL OR ASIAN. THAN $10,000 PER YEAR. AT THE END OF 2016, OVER 2,000 STUDENTS HAD GRADUATED FROM THE EXCEL CENTER WITH 72% OF THOSE STUDENTS MOVING ONTO POST-SECONDARY EDUCATION OR HAVING ALREADY ATTAINED A POST-SECONDARY CREDENTIAL. THE FOUNDATION SOLICITS FINANCIAL SUPPORT FROM THE GENERAL PUBLIC TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL AND GEI, TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR PEOPLE WITH DISABILITIES AND OTHER BARRIERS IN CENTRAL INDIANA, FURTHER GOODWILL'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS, AND ATTRACT PROMISING STUDENTS TO CAREERS IN FAMILY SUSTAINING VOCATIONS BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. FORM 990, PART III, LINES 1 AND 4A: IN 2016, GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC., MADE GRANTS TO GCSI AND GEI FOR THE FOLLOWING PURPOSES: GCSI: -INTERNSHIPS FOR COLLEGE STUDENTS PURSUING CAREERS IN HUMAN SERVICES AND DATA ANALYSIS. -SUPPORT FOR GCSI'S MISSION ADVANCEMENT AND COMMERCIAL SERVICES OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -THE SECOND YEAR OF A NEW PROGRAM EMPLOYING INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS PERFORMING VARIOUS FACILITY MAINTENANCE AND UPKEEP TASKS AT GICI'S RETAIL STORE LOCATIONS. - SECOND YEAR OF SUPPORT FOR THE ACQUISITION AND DEVELOPMENT OF REAL ESTATE ADJACENT TO GCSI'S INDIANAPOLIS HEADQUARTERS BUILDING. - SUPPORT FOR AN EMPLOYEE WELLNESS INITIATIVE THAT PROMOTES MORE HEALTHY BEHAVIORS AMONG GCSI'S EMPLOYEES GEI: -SUPPORT FOR NATIONAL EXPANSION OF THE EXCEL CENTER MODEL. -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION. Form 990, Part VI, Section B, line 11b The Board of Directors reviews a final draft of the Form 990 prior to filing and has the opportunity to provide commentary and questions to management. Form 990, Part VI, Section B, line 12c BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEReST POLICY ANNUALLY. Form 990, Part VI, Section B, line 15 The Board of Directors of Goodwill of Central and Southern Indiana, Inc. (Goodwill) has established a Compensation Committee with the responsibility to establish the compensation and benefits of the President & Chief Executive Officer (President) of Goodwill, and to provide oversight on the compensation and benefit actions taken by the President with respect to his/her direct reports and key employees. The role of the Compensation Committee and President, as delegated to it by the Board of Directors, is to ensure that the compensation arrangements of Goodwill are structured so that compensation payments to executives are at all times reasonable for an organization subject to the requirements and constraints of Sections 501(c)(3) and 4958 of the Internal Revenue Code of 1986, as amended (the Code). In order to maintain its independence and objectiveness, membership on the Compensation Committee is limited to Directors who are not employees or related to employees of Goodwill or any affiliated organizations. No member may be an employee of Goodwill, subject to the direction or control of any employee of Goodwill, nor receive compensation or other payments subject to the approval of any employee of Goodwill. Finally, no member may have any material financial interest that would be affected by the compensation arrangement for any executive of Goodwill. The Compensation Committee and President utilize independent legal advice, national compensation surveys, and/or compensation data for comparable organizations. Each year, current comparable compensation data is considered in setting compensation, in evaluating prospectively any incentive or contingent compensation plan, and in reviewing retroactively the amounts determined by application of any incentive formula. The purpose of such retroactive review is to ensure that no amount is paid pursuant to any incentive plan or formula that, when aggregated with basic salary and bonus, exceeds reasonable compensation. Goodwill's executive management team provides strategic direction for and day-to-day management of the operations of Goodwill and its related entities, GW Commercial Services, Inc., Goodwill Education Initiatives, Inc., and Goodwill Foundation of Central and Southern Indiana, Inc. With one exception, the executive management team is compensated only by Goodwill Industries of Central Indiana, Inc. and takes no compensation or other financial benefit from any other related entity. The chief operating officer of Goodwill Education Initiatives, Inc. is compensated solely by GEI. Goodwill's management encourages interested readers to read the Form 990 Tax Returns of all four entities in order to obtain complete information about the exempt activities, operations and interrelationships of the collective Central and Southern Indiana Goodwill organizations. Form 990, Part VI, Section C, line 19 GW COMMERCIAL SERVICES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XIi, LINE 2C: GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI) IS RELATED TO GW COMMERCIAL SERVICES (GWCS), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (FOUNDATION). THE CONSOLIDATED AND COMBINED FINANCIAL STATEMENTS OF GCSI, GWCS, GEI AND THE FOUNDATION ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE AND AUDIT COMMITTEE (COMMITTEE) OF GCSI MEETS WITH THE AUDITORS ANNUALLY DURING THE AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. COMMITTEE MEMBERS GENERALLY CONSIST OF BOARD MEMBERS FROM EACH OF THE ABOVE ORGANIZATIONS. THE COMMITTEE THEN MEETS WITH THE AUDITORS AT THE CONCLUSION OF THE ANNUAL AUDIT TO REVIEW AND RECOMMEND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. UPON THE COMMITTEE'S RECOMMENDATION, THE FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL GCSI BOARD FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. GOODWILL OF CENTRAL AND SOUTHERN INDIANA inc 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 see page 5 of schedule r. IN 501(C)3 LINE 7 N/A 0 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 200749885 PROVIDE EDUCATIONAL OPPORTUNITIES for youth & adults IN 501(C)3 LINE 2 GOODWILL INDUSTRIES 0 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 237148440 FUNDRAISES FOR GOODWILL INDUSTRIES OF CENTRAL INDIANA,INC. IN 501(C)3 LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Schedule R, part II, column (b) employment and education services for disabled and disadvantaged youth and adults. see schedule o for additional information.