2016-09-09T08:31:56-05:00 2015-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2015-01-01 237148440 GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 Daniel J Riley SENIOR VP ADMINISTRATION & CFO 3175244313 2016-08-16 1 AMANDA MEKO CPA P01062615 3172412999 2015 2017-02-10 21:41:12Z DANIEL J RILEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 6736604 0 X WWW.GOODWILLINDY.ORG X 1971 IN SEE SCHEDULE O. 23 23 0 23 0 0 793499 4336845 0 0 2114567 2179833 0 0 2908066 6516678 952521 1126926 0 0 0 0 0 0 723321 639050 876029 1591571 2002955 1316495 4513723 30205272 31268986 250595 85181 29954677 31183805 SEE SCHEDULE O FOR FULL DESCRIPTION. 0 0 1126926 1126926 see schedule o. 1126926 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 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 ELAINE E BEDEL CHAIR 1.00 X X 0 0 0 JOHN F HIRSCHMAN VICE-CHAIR 1.00 X X 0 0 0 KEITH FALLER SECRETARY 1.00 X X 0 0 0 MATT B CARTER TREASURER 1.00 X X 0 0 0 Jonathan L Birge DIRECTOR 1.00 X 0 0 0 Rebecca Byrnes DIRECTOR 1.00 X 0 0 0 Betsy Dustman DIRECTOR 1.00 X 0 0 0 Gwen A Fountain PhD DIRECTOR 1.00 X 0 0 0 Otto N Frenzel IV DIRECTOR 1.00 X 0 0 0 Gordon M Graham DIRECTOR 1.00 X 0 0 0 C Perry Griffith Jr DIRECTOR 1.00 X 0 0 0 Thomas A King DIRECTOR 1.00 X 0 0 0 Wendy Larman DIRECTOR 1.00 X 0 0 0 WILLIAM K MCGOWAN JR DIRECTOR 1.00 X 0 0 0 Ralph Meyer DIRECTOR 1.00 X 0 0 0 Andrew Morris DIRECTOR 1.00 X 0 0 0 John Neighbours DIRECTOR 1.00 X 0 0 0 John D Perry DIRECTOR 1.00 X 0 0 0 Steven C Robinson DIRECTOR 1.00 X 0 0 0 Fred C Tucker III DIRECTOR 1.00 X 0 0 0 W Michael Wells DIRECTOR 1.00 X 0 0 0 Elizabeth Bracken Wiese DIRECTOR 1.00 X 0 0 0 BILL SHREWSBERRY DIRECTOR 1.00 X 0 0 0 KENT KRAMER PRESIDENT 1.00 40.00 X 0 341038 42756 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 1.00 40.00 X 0 221628 18042 kyle lanham vp for advancement 1.00 40.00 X 0 154127 31089 0 716793 91887 0 0 1 0 0 4336845 4336845 1741319 1741319 658440 219926 438514 438514 438514 6516678 0 0 2179833 1108114 1108114 18812 18812 50000 50000 68417 59047 9370 55774 55774 12814 12814 21355 21355 18004 18004 2613 2613 Personnel-Related Costs 585272 585272 misceLLANEOUS 61780 41048 20732 2002955 1126926 152708 723321 298200 958062 25705 263472 51317 1880735 1800 1800 1800 24350638 22325929 5477612 5838988 30205272 31268986 250595 85181 250595 85181 X 28183353 26639484 1771324 4544321 29954677 31183805 30205272 31268986 4513723 -3284595 0 X X 0 1 X 1 0 X 1635657 631095 619613 793499 4336845 8016709 1635657 631095 619613 793499 4336845 8016709 2447336 5569373 680472 500730 1084419 1792944 1741319 5799884 13816593 0.40310 0.46640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800 1800 1800 Alternative investments 5838988 F 5838988 Central America and the Caribbean - Investments 32327 0 0 0 0 0 0 32327 0 32327 0 0 1 0 0 0 1 GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W Michigan st INDIANAPOLIS IN 46222 350893506 501(C)3 964488 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE GOODWILL EDUCATION INITIATIVES INC 1635 W Michigan st INDIANAPOLIS IN 46222 200749885 501(C)3 143626 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE 2 SCHOLARSHIPS 4 18812 Part I, Line 2: THE ORGANIZATION IS A RELATED ORGANIZATION OF GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. AND SUBSIDIARIES ("GOODWILL"). ALL GRANTS ARE MADE TO SUPPORT GOODWILL AND ITS PRIMARY EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 KENT KRAMER PRESIDENT 0 309041 0 30627 0 1370 0 22356 0 20400 0 383794 0 0 DANIEL J RILEY ASSISTANT SECRETARY/TREASU 0 191319 0 28612 0 1697 0 16410 0 1632 0 239670 0 0 kyle lanham vp for advancement 0 131629 0 21274 0 1224 0 9928 0 21161 0 185216 0 0 Form 990, Part I, Line 1: The Organization's purpose is to solicit financial support from the general public and use such funds to support goodwill industries of central indiana, inc. in its comprehensive vocational development programs, establish and expand employment and education related programs for disabled and disadvantaged individuals in central indiana, and attract promising students to careers in FAMILY SUSTAINING VOCATIONS by providing scholarships and internships. FORM 990, PART III, LINEs 1 and 4a: GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. ("GICI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL INDUSTRIES FOUNDATION OF CENTRAL 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. GICI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GICI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 54 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 2,500 INDIVIDUALS, MORE THAN 65% OF WHOM HAVE A BARRIER TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GICI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GICI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 120 DISABLED AND DISADVANTAGED INDIVIDUALS. GICI'S EMPLOYMENT CENTER ("EC") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, AND JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES, FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER-EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. GICI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER-EMPLOYED INDIVIDUALS 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 LOW-WAGE WORKERS AND STUDENTS, AS WELL AS TO FIRST-TIME EXPECTANT MOTHERS AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GICI 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 GICI'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 67% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 3,500 EMPLOYEES IN 2015. 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 2015, GOODWILL PLACED NEARLY 1,200 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF MORE THAN 4 PEOPLE EVERY WORKDAY. GWCS PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SEVERE 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 BLIND OR SEVERELY DISABLED INDIVIDUALS. AT DECEMBER 31, 2015, 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 PRODUCTIVE 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, SEVEN INDIANAPOLIS LOCATIONS OF THE EXCEL CENTER, EXCEL CENTER - ANDERSON, EXCEL CENTER - KOKOMO, EXCEL CENTER - LAFAYETTE, AND EXCEL CENTER - RICHMOND) 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 CONTRACTS WITH GICI 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 TWELFTH YEAR OF OPERATION AND STUDENT ENROLLMENT AT DECEMBER 31, 2015 WAS 260 STUDENTS. THE EXCEL CENTER, IN ITS SIXTH 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 CENTER SERVES 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; 29% IDENTIFIED AS SPECIAL NEEDS STUDENTS; 97% LIVE WITHIN MARION COUNTY, 3% LIVE IN SURROUNDING COUNTIES. 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 2014-15 SCHOOL YEAR, OVER 550 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. 75% OF STUDENTS MAKE LESS THAN $10,000 PER YEAR. AT THE END OF 2015, OVER 1,600 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 DISABLED AND DISADVANTAGED INDIVIDUALS 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 VI, Section B, line 11 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 Industries of Central 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 expert outside consultants, independent legal advice, national compensation surveys, and 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. The Compensation Committee's actions are reported to and ratified by GICI's Board of Directors. 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 Industries Foundation of Central 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 Indiana Goodwill organizations. Form 990, Part VI, Section C, line 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. form 990, part xii, line 2c: goodwill industries foundation of central, indiana, inc. (foundation) is related to goodwill industries of central indiana, inc. (GICI), goodwill education initiatives, inc. (GEI), and GW Commercial Services (GWCS). the financial statements of gici, gwcs, gei and the foundation are audited annually by an independent public accounting firm. the finance and audit committee (committee) of gici 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 gici board for final approval. this process has not changed in the past year. GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 see schedule r, page 5. 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 OF CENTRAL INDIANA INC 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)3 LINE 11A, I GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 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.