2016-11-11T12:25:16-06:00 2016-06-30 GRANT THORNTON LLP 75 STATE STREET BOSTON MA 02109 990 2015-07-01 042106765 Morgan Memorial Goodwill Industries Inc % JOHN J RICKETTS MORG 6174451010 1010 Harrison Avenue Boston MA 02119 JOANNE K HILFERTY President & CEO 6175411287 2016-11-10 true Robert J Butler Jr P00037953 6177237900 2016-11-10 2015 2017-02-10 21:41:12Z Joanne K Hilferty 1010 Harrison Avenue Boston MA 02119 38661013 false X www.goodwillmass.org X 1905 MA Goodwill's mission is to help individuals with barriers to with barriers to self-sufficiency to achieve independence and dignity through work. Not charity, but a chance. 14 13 885 480 0 8413267 8596578 7376286 7732723 1823447 1106848 9837386 9673994 27450386 27110143 0 0 0 0 15687525 16419615 109131 126816 1071669 9465472 9627310 25262128 26173741 2188258 936402 33070308 33910849 2765428 3598381 30304880 30312468 X GOODWILL'S MISSION IS TO HELP INDIVIDUALS WITH BARRIERS TO SELF-SUFFICIENCY TO ACHIEVE INDEPENDENCE AND DIGNITY THROUGH WORK. NOT CHARITY, BUT A CHANCE. false false 7111461 7732723 Job training and career services: Goodwill is a leading provider of job training programs and career services in eastern and central Massachusetts. In the year ending June 30, 2016, Goodwills mission services helped 7,828 individuals who faced barriers to self-sufficiency prepare for the workplace and create more rewarding and independent lives. Goodwill's job training programs enrolled 612 individuals considered hardest to employ and offered them case management, job skills and job readiness training, on-the-job-training, placement, and post-placement services and helped 210 find jobs. Boston Career Link, the one-stop career center Goodwill operates, assisted 6,964 individuals with career services and referrals to training programs, documented 1,038 placements, and engaged 156 businesses in 219 on-site recruitment sessions. Goodwills social enterprises provided work experience and a paycheck to 198 individuals in retail, housekeeping, and light assembly. (The retail program is described in Part III 4b.) In addition, Goodwill's Youth Initiative helped 135 young people achieve in school, graduate from high school, and transition to college or jobs. 14848667 16686086 Retail program: The retail program is a social enterprise that benefits the community by providing job training for individuals with barriers to employment; creating jobs; and making quality, low-cost goods available so that individuals, particularly those of limited means, get the items they need at affordable prices. In the year ended June 30, 2016, Goodwills retail program operated 11 Goodwill Stores and collected donations at 28 sites throughout eastern and central Massachusetts. The retail program provided jobs and job training opportunities in collecting, sorting, distributing, merchandising, and selling donated clothing, household goods, and computers. It made interview attire and accessories available free of charge to 468 job trainees from Goodwill and other community-based job training programs to help them secure jobs. In addition, it made clothing and other goods available to local non-profit organizations also serving individuals in need. 21960128 true false false true false false false true false true true false false true true true false true false false false false false true true false false false false true false false false false false false false false true false false false true true true true false false true 50 0 true 885 true false false false false false true true false false false false X 14 13 false false false false false false false true true false false true true true true true true true true false CA CT FL ME MD MA NH NY NC OH PA RI X X JOHN J RICKETTS 6175411287 1010 HARRISON AVENUE Boston MA 02119 Robert P Gittens Esq Chair 2.0 1.0 X X 0 0 0 Mary Reed Vice Chair 2.0 1.0 X X 0 0 0 Nancy Aubrey Treasurer 2.0 1.0 X X 0 0 0 Linda Thompson Clerk 2.0 1.0 X X 0 0 0 Joanne Hilferty President and CEO 39.0 1.0 X X 431316 0 18810 Paul Andrew Board Member 1.0 1.0 X 0 0 0 Sally Mason Boemer Board Member 1.0 1.0 X 0 0 0 Kevin T Bottomley Board Member (Chair thru 1/16) 2.0 1.0 X X 0 0 0 Karen Coppola Board Member 1.0 1.0 X 0 0 0 Jane Edmonds Board Member 1.0 1.0 X 0 0 0 Jovita Fontanez Board Member 1.0 1.0 X 0 0 0 EJ Landry Board Member 1.0 1.0 X 0 0 0 Stephanie Lovell Board Member 1.0 1.0 X 0 0 0 Kevin Reynolds Board Member 1.0 1.0 X 0 0 0 John J Ricketts VP of Finance and CFO 39.0 1.0 X 200888 0 23876 Joy Burghardt VP of Programs and Services 40.0 0.0 X 218421 0 10110 Jason Marshall VP of Retail Enterprises 40.0 0.0 X 180524 0 10775 Alexander MacNeil VP of Operations 40.0 0.0 X 208466 0 22749 Michael Curren VP of Philanthropy 40.0 0.0 X 95789 0 7815 Heather Kenney VP of Human Resources & Admin 40.0 0.0 X 50651 0 4465 Chris Ray Director of Development 40.0 0.0 X 110779 0 1467 William LaBelle Director of Federal Contracts 40.0 0.0 X 104610 0 22659 Robert Stackpole Director of IT 40.0 0.0 X 102925 0 21776 1704369 0 144502 8 false true false MM Transport Services Inc 643 Manley Street WEST BRIDGEWATER MA 02379 Transportation 546994 Boston Trailer 643 Manley Street WEST BRIDGEWATER MA 02379 Leased Trailers 317351 Green Pages PO Box 414023 BOSTON MA 02194 IT Services 264457 Allied Waste Services of Boston PO Box 40390 LOUISVILLE KY 402901099 Waste Services 234546 US Security Associates Inc 200 Mansell CT 5th Floor ROSWELL GA 30076 Security Services 230494 8 305387 8291191 6989360 8596578 FEES AND GRANTS 561300 4847956 4847956 WORKSITE REVENUE 624310 2884767 2884767 7732723 714096 714096 0 0 0 0 0 4882546 4489794 392752 392752 392752 34405 305387 108007 -73602 -73602 0 16686086 6953069 9733017 9733017 OTHER INCOME 900099 14579 14579 14579 27110143 17465740 1047825 0 0 0 0 1853305 595716 914898 342691 0 12032351 10852554 994004 185793 75898 71006 349 4543 1454580 1317497 113863 23220 1003481 856116 113804 33561 0 44094 44094 121505 121505 0 126816 126816 81842 81842 1212475 710807 454540 47128 332836 102975 35950 193911 61433 43868 12559 5006 78462 53753 17130 7579 0 4290444 4213148 63292 14004 1167799 1156401 10910 488 0 65710 47040 16421 2249 0 0 459484 448229 8854 2401 205940 169946 28872 7122 GOODS AND SUPPLIES 760758 698163 5509 57086 RENTAL & MAINTENANCE OF EQUIPM 278761 243245 30581 4935 BANK FEES 294968 253551 36055 5362 AGENCY MEMBERSHIP AND DUES 170799 126113 36912 7774 26173741 21960128 3141944 1071669 0 0 2783780 3672014 10680 10680 1248755 1417652 0 0 0 0 5965750 5965750 592751 629042 405701 404801 10399303 9237966 1383808 1161337 14535939 14792383 0 0 0 0 0 0 6143144 5857190 33070308 33910849 2226523 3031602 0 0 0 0 0 0 0 0 0 0 0 0 0 0 538905 566779 2765428 3598381 X 14490239 15406684 5467782 5052972 10346859 9852812 30304880 30312468 33070308 33910849 X 936402 -434767 -494047 X false true X true true true X 7567638 7469702 7962586 8413267 8596578 40009771 0 0 7567638 7469702 7962586 8413267 8596578 40009771 0 40009771 696104 644174 780917 915085 714096 3750376 0 20625 20625 64661 34405 140316 43900463 93632336 0.91138 0.89771 X Part II, Section B, Line 10 Other Income: Dinner value of fundraising events: $34,405 0 0 0 26173741 26173741 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 2288 1823 1508 0 5619 250000 250000 250000 250000 1000000 1500000 0 0 7200 X X X X false 6617790 95463 221488 6491765 6472778 366500 221488 6617790 6002622 690535 220379 6472778 5694305 556619 248302 6002622 6177366 61943 545004 5694305 0.82660 0.17340 false false 261919 261919 1377620 1072030 305590 1790856 1450717 340139 6687393 6433704 253689 281515 281515 1161337 SPLIT INTEREST AGREEMENTS 161156 JACOBS TRUST 158556 EASTERN MHIC INTEREST NOTE 754667 PERPETUAL TRUSTS 4486584 DEFERRED COMP PLAN 194532 SECURITY DEPOSITS 41055 CONTRIBUTED COLLECTIONS ITEMS 7200 OTHER LONG-TERM ASSETS 53440 5857190 0 OTHER LIABILITIES 566779 566779 X 33160563 -434767 6459022 6024255 27136308 81842 -108007 -26165 27110143 33152975 6953069 6953069 26199906 81842 -108007 -26165 26173741 SCHEDULE D, PART III, LINE 4 Vintage Clothing (1840s to 1960s) was collected over many years; the collection is a tool for educating the public on Goodwill's history and is on loan to Lasell College for scholarly research, public exhibition and preservation for future generations. SCHEDULE D, PART V, LINE 4 Goodwill's endowment, in accordance with donor wishes, is leveraged to achieve the mission of the organization and help individuals with barriers to self-sufficiency to achieve independence and dignity through work. Goodwill manages its endowment consistent with the Massachusetts uniform management of institutional funds act. SCHEDULE D, PART X, LINE 2 GOODWILL IS A NOT-FOR-PROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE CODE), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. GOODWILL IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2D Cost of Goods Sold for Retail Program: $6,953,069 Change in value of split-interest agreements: ($494,047) ------------ Total: $6,459,022 Schedule D, Part XII, Line 2d Cost of Goods Sold for Retail Program: $6,953,069 Schedule D, Part XI, Line 4b And Part XII, Line 4b Fundraising expenses: ($108,007) X X X X X X true Huntsinger Jeffer Inc prof fund false 563607 36480 527127 563607 36480 527127 CA CT FL ME MD MA NH NY NC OH PA RI Good Party 283701 249296 34405 77279 23573 1500 1234 Marathon 56091 56091 1567 1975 879 0 0 0 0 0 0 0 0 339792 305387 34405 0 78846 25548 1500 2113 108007 -73602 X X X X X X false false false false false false false false false Joanne Hilferty President and CEO 316168 0 92100 0 23048 0 5222 0 13588 0 450126 0 0 0 John J Ricketts VP of Finance and CFO 180764 0 18540 0 1584 0 3175 0 20701 0 224764 0 0 0 Joy Burghardt VP of Programs and Services 197695 19694 0 1032 0 3372 0 6738 0 228531 0 0 0 Jason Marshall VP of Retail Enterprises 163807 0 16480 0 237 0 2902 0 7873 0 191299 0 0 0 Alexander MacNeil VP of Operations 188206 0 19228 0 1032 0 1845 0 20904 0 231215 0 0 0 SEVERANCE OR CHANGE OF CONTROL PAYMENT SCHEDULE J, PART I, LINE 4 THE PRESIDENT HAS AN EMPLOYMENT AGREEMENT THAT PROVIDES SEVERANCE BASED ON ANNUAL COMPENSATION, PAID ONLY IN THE EVENT OF INVOLUNTARY TERMINATION. X 6989360 Retail value false true false Related Organizations Form 990, Part IV, Lines 12a - 12b, and 34 Morgan Memorial Goodwill Industries, Inc., established Goodwill Headquarters, Inc. as a 501(c)(3) organization in May 2010 as a supporting organization for Morgan Memorial Goodwill Industries, Inc. which is its sole member. Goodwill Headquarters, Inc. owns the headquarters of Morgan Memorial Goodwill Industries, Inc. which has entered into a lease to use the building. Goodwill Headquarters Inc. is included in the consolidated independent audited financial statements of Morgan Memorial Goodwill Industries, Inc. As such, this IRS Form 990 should be reviewed in conjunction with the IRS Form 990 for Goodwill Headquarters, Inc. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY MANAGEMENT AND IS THEN REVIEWED BY INDEPENDENT TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM. THE TREASURER OF THE BOARD REVIEWS THE IRS FORM 990 AND ALL DIRECTORS ARE PROVIDED A COPY PRIOR TO SUBMISSION TO THE IRS. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Section B, Line 12c The Board of Directors has established a conflict of interest policy requiring officers, directors and key employees, if any, to disclose any related party transaction at the time the possibility of a conflict arises or they become aware there is a possibility of a conflict. All potential conflicts are reviewed by the Board or the executive committee. If a conflict is identified, interested parties recuse themselves from discussions of and votes on any related party transactions in which they have an interest. In addition, all officers, directors and key employees are required to review the policy on an annual basis and to affirmatively disclose any related party transactions. A written statement of all related party transactions and other disclosures is provided annually to each member of the Board of Directors. Process for Determining Compensation Form 990, Part VI, Section B, Line 15 The Board of Directors has established an Executive Compensation Policy for the CEO and vice presidents. The Board's Compensation Committee is comprised of independent members and is responsible for the overall administration of executive compensation. The Committee makes annual recommendations to the Board of Directors for approval of the compensation program for the year. The Compensation Committee regularly engages a compensation consultant to compile and evaluate data regarding compensation of similarly qualified individuals in comparable positions at comparable organizations of size and complexity in both the profit and nonprofit sectors. The Compensation Committee evaluates the CEO's performance and makes recommendations for the CEO's compensation to the Board while also monitoring the compensation of the vice presidents to assure that it is in compliance with the program. The Compensation Committee reports its recommendations to the board for approval in executive session. Deliberations and recommendations are documented in writing. The Executive Compensation Policy was followed in setting the compensation for the CEO and vice presidents in the fiscal year ending June 30, 2016. How Documents are Made Available to the Public Form 990, Part VI, Section C, Line 19 The By-Laws, Articles of Organization, Conflict of Interest Policy, Audited Financial Statements and Form 990 are available upon request. Notification of such access is provided on the organization's website. Other Changes in Net Assets Form 990, Part XI, Line 9 Change in value of split-interest agreements: ($494,047) HFY LLC 1010 Harrison Avenue Boston MA 02119 042106765 Youth Prog MA 0 0 GOODWILL Goodwill Headquarters Inc 1010 Harrison Avenue Boston MA 02119 272523596 SUPPORT MA 501(c)(3) 11-I MMGI true SPLIT INTEREST TRUST na false false false true false false false false false true false false false false false false false false Goodwill Headquarters Inc D 13237827 Loan Guarantee Goodwill Headquarters Inc K 318164 Rent St Line