2016-08-11T09:50:36-05:00 2015-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2015-01-01 530196588 DAVIS MEMORIAL GOODWILL INDUSTRIES DAVI 2026364225 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 CATHERINE A MELOY PRESIDENT & CEO 2026364225 2016-08-11 1 FRANK H SMITH P00639053 2028225000 2016-08-10 2015 2016-12-15 16:53:06Z GOODWILL OF GREATER WASHINGTON CATHERINE A MELOY 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 50520589 0 X DCGOODWILL.ORG X 1935 DC PROVIDE FREE JOB TRAINING AND EMPLOYMENT SERVICES TO PEOPLE WITH DISADVANTAGES AND DISABILITIES. 14 13 892 230 18908 13308 10241936 9344747 10226758 11204405 1091939 265049 19093970 21175169 40654603 41989370 0 340000 0 0 23696441 25914536 43800 47950 894523 14177741 14638277 37917982 40940763 2736621 1048607 20971073 21827654 5128066 5224237 15843007 16603417 X GOODWILL OF GREATER WASHINGTON'S MISSION IS TO TRANSFORM LIVES AND COMMUNITIES THROUGH THE POWER OF EDUCATION AND EMPLOYMENT. GOODWILL PROVIDES FREE JOB TRAINING AND EMPLOYMENT SERVICES TO PEOPLE WITH DISADVANTAGES AND DISABILITIES THROUGHOUT THE GREATER WASHINGTON, DC METROPOLITAN REGION. 0 0 25327270 0 28449762 DONATED GOODS: GOODWILL OF GREATER WASHINGTON'S RETAIL STORES AND DONATION CENTERS ARE CENTRAL TO THE FULFILLMENT OF GOODWILL'S MISSION TO PROVIDE JOBS, JOB TRAINING AND EMPLOYMENT SERVICES FOR PEOPLE WITH DISADVANTAGES AND DISABILITIES. IN 2015, ALMOST $36 MILLION WORTH OF GENTLY USED CLOTHING, FURNITURE, AND OTHER HOUSEHOLD GOODS WERE SORTED, PRICED AND SOLD IN GOODWILL'S 16 RETAIL LOCATIONS PLUS ONLINE, SAVING OUR CUSTOMERS HUNDREDS OF THOUSANDS OF DOLLARS ON QUALITY, LOW COST GOODS, WHILE PROVIDING THE REVENUE NECESSARY TO FUND OUR CRITICAL JOB TRAINING PROGRAMS. IN 2015, ABOUT 1.5 MILLION TRANSACTIONS WERE MADE AND SOME 750,000 PEOPLE GENEROUSLY DONATED THESE GOODS, KEEPING 28 MILLION POUNDS OF DONATED GOODS OUT OF AREA LANDFILLS. MOST COMPUTERS ARE NOW RECYCLED THROUGH THE DELL RECONNECT PROGRAM RESULTING IN THE RE-USE OF VIRTUALLY EVERY PART AND COMPONENT. IN 2015, GOODWILL OF GREATER WASHINGTON RECYCLED OVER 433,500 POUNDS OF COMPUTERS AND COMPUTER PARTS. GOODWILL STORES ARE ALSO A SOURCE OF MISSION FULFILLMENT. WE DON'T JUST PROVIDE JOB TRAINING TO PEOPLE WITH BARRIERS TO EMPLOYMENT; WE ALSO EMPLOY THEM. MANY OF GOODWILL'S ALMOST 600 RETAIL EMPLOYEES HAVE OVERCOME SIGNIFICANT CHALLENGES AND OBSTACLES TO FIND SUCCESS IN THEIR WORK. 8484281 0 10153973 CONTRACTS: ONE OF GOODWILL OF GREATER WASHINGTON'S MOST SUCCESSFUL BUSINESS AND MISSION FULFILLMENT OPERATIONS IS ITS CONTRACT SERVICES DIVISION. IN 2015, UNDER THE ABILITY ONE PROGRAM AND COMMERCIAL CONTRACTS, GOODWILL EMPLOYED ALMOST 200 PEOPLE IN ITS 13 CONTRACT SITES THROUGHOUT THE DC AREA INCLUDING THE BUREAU OF ENGRAVING & PRINTING, THE NATIONAL GALLERY OF ART, SENATE OFFICE BUILDING, BOLLING AIR FORCE BASE AND THE U.S. GEOLOGICAL SURVEY. APPROXIMATELY 80% OF ALL THE LABOR HOURS PERFORMED ON THESE CONTRACTS ARE PERFORMED BY INDIVIDUALS WITH SIGNIFICANT DISABILITIES. GOODWILL PROVIDES CUSTODIAL, GROUNDS MAINTENANCE, AND GLASSWARE CLEANING SERVICES TO GOVERNMENT AND COMMERCIAL FACILITIES. GOODWILL OFFERS ITS EMPLOYEES HOPE, DIGNITY, AND A FUTURE FOR THEMSELVES AND THEIR FAMILIES. 2597999 615961 WORKFORCE DEVELOPMENT: IN 2015, GOODWILL OF GREATER WASHINGTON'S WORKFORCE DEVELOPMENT DIVISION PROVIDED FREE JOB TRAINING, EMPLOYMENT AND OTHER SUPPORTIVE SERVICES TO MORE THAN 2,200 PEOPLE WITHIN THE WASHINGTON, DC REGION AT GOODWILL'S FOUR CAREER CENTERS AND SECURED PERMANENT EMPLOYMENT FOR 124 PROGRAM GRADUATES. THOSE PLACED AVERAGED A STARTING WAGE OF $13.06/HOUR. THESE CRITICAL SERVICES WERE FUNDED THROUGH THE REVENUE GENERATED BY GOODWILL'S CONTRACTS OPERATIONS, THE DONATIONS SOLD AT GOODWILL'S 16 AREA RETAIL STORES AND ONLINE, AND THROUGH THE GENEROUS FINANCIAL SUPPORT OF OUR INDIVIDUAL AND CORPORATE DONORS. THE COMMUNITY DEMAND FOR WORKFORCE DEVELOPMENT SERVICES CONTINUES TO GROW DUE TO THE RECOGNITION OF GOODWILL'S SUCCESS IN PLACING PEOPLE WHO HAVE BEEN MOST CHALLENGED IN FINDING EMPLOYMENT ON THEIR OWN. THE POPULATIONS GOODWILL SERVES ARE VERY DIVERSE AND FACE A VARIETY OF BARRIERS TO EMPLOYMENT. THEY MAY HAVE PHYSICAL, EMOTIONAL, DEVELOPMENTAL OR OTHER DISABLING CONDITIONS; OR THEY MAY LACK AN EDUCATION OR ENGLISH PROFICIENCY. MANY OF THE PEOPLE GOODWILL SERVES ARE EX-OFFENDERS TRYING TO REBUILD THEIR LIVES. OTHERS, PARTICULARLY WOMEN, HAVE HAD DIFFICULTY IN KEEPING STEADY EMPLOYMENT DUE TO THE CHALLENGES OF CARING FOR DEPENDENTS. THE ONE CONSISTENT BARRIER FACED BY ALL OF THE PEOPLE WHO WALK THROUGH GOODWILL'S DOORS IS A LACK OF MARKETABLE JOB SKILLS. THAT'S WHY THE WORKFORCE DEVELOPMENT DIVISION PROVIDES EMPLOYABILITY SKILLS TRAINING (JOB READINESS), JOB PLACEMENT, OCCUPATIONAL SKILLS TRAINING, JOB COACHING, AND/OR RETENTION SERVICES. THESE SERVICES HELP INDIVIDUALS WITH DISADVANTAGES AND DISABILITIES ENTER OR RE-ENTER THE WORKFORCE WITH CONFIDENCE AND DIGNITY. IN AN EFFORT TO FURTHER ADDRESS THE NEEDS OF THE UNDERSERVED IN THE COMMUNITY, GOODWILL OF GREATER WASHINGTON SUBMITTED AN APPLICATION AND RECEIVED CONDITIONAL APPROVAL FOR AN ADULT CHARTER HIGH SCHOOL THAT WILL OFFER A HIGH SCHOOL DIPLOMA AND INDUSTRY RECOGNIZED CERTIFICATIONS TO DC RESIDENTS WHO HAVE NOT COMPLETED THEIR HIGH SCHOOL EDUCATION. WITH MORE THAN 60,000 ADULT DC RESIDENTS LACKING A HIGH SCHOOL DIPLOMA, THE NEED IS GREAT. OUR PRIMARY GOAL AT THE SCHOOL, AS WELL AS WITH ALL WORKFORCE DEVELOPMENT PROGRAMS, IS TO MATCH THE SKILLS, INTERESTS, AND WORK PREFERENCES OF OUR STUDENTS TO THE NEEDS OF LOCAL EMPLOYERS WHO OFFER SUSTAINABLE WAGES. THIS IS ACCOMPLISHED THROUGH AN INDIVIDUALIZED EDUCATIONAL AND/OR EMPLOYMENT PLAN, MOCK-INTERVIEWS, CAREER ASSESSMENTS, INTERNSHIPS, WORK TRIALS, AND OTHER DISCOVERY STRATEGIES. IN 2015, GOODWILL OFFERED ITS APPLICANTS MULTIPLE JOB TRAINING AND PREPARATION OPTIONS INCLUDING A THREE-WEEK CAREER NAVIGATION PROGRAM, A SIX-WEEK UNARMED SECURITY & PROTECTIVE SERVICES TRAINING IN WHICH PARTICIPANTS CAN EARN UP TO 9 COLLEGE CREDITS AT NORTHERN VIRGINIA COMMUNITY COLLEGE, AND AN EXTENSIVE HOSPITALITY TRAINING PROGRAM.GOODWILL OF GREATER WASHINGTON IS ALSO PLACING A GREATER EMPHASIS ON PROVIDING CAREER ENHANCEMENT AND SUPPORTIVE SERVICES TO ITS OWN EMPLOYEES - MANY OF WHOM FACE SIMILAR BARRIERS TO THE POPULATIONS SERVED THROUGH GOODWILL'S JOB TRAINING PROGRAMS. GOODWILL'S RISE COACHING PROGRAM PROVIDES EMPLOYEES WITH ACCESS TO COMMUNITY SERVICES AND RESOURCES THAT CAN HELP THEM OVERCOME PERSONAL BARRIERS SUCH AS TRANSPORTATION, HOUSING, FINANCIAL MANAGEMENT OR CHILDCARE. IN 2015, 267 GOODWILL RETAIL EMPLOYEES RECEIVED FREE WORKFORCE DEVELOPMENT AND COACHING SERVICES TO ASSIST THEM IN ACHIEVING THEIR PERSONAL AND PROFESSIONAL GOALS. 498160 340000 EDUCATION PROGRAM 498160 340000 36907710 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 62 0 1 892 1 1 1 0 0 0 0 0 1 2 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA MD X X ROSA PROCTOR 2026364225 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 DR THOMAS CHAPMAN CHAIR 1.00 X X 0 0 0 GLEN S HOWARD VICE CHAIR & DIRECTOR 1.00 X X 0 0 0 KENNETH SAMET SECRETARY 1.00 X X 0 0 0 ADRIAN CHAPMAN TREASURER 1.00 X X 0 0 0 TAMARA DARVISH DIRECTOR (UNTIL 12/2015) 1.00 X 0 0 0 JAMES DINEGAR DIRECTOR 1.00 X 0 0 0 ELIZABETH KARMIN DIRECTOR 1.00 X 0 0 0 DEBORAH KISSIRE DIRECTOR 1.00 X 0 0 0 EDWARD RYAN DIRECTOR (AS OF 05/2015) 1.00 X 0 0 0 GUYLAINE SAINT JUSTE DIRECTOR 1.00 X 0 0 0 CAROLYN STENNETT DIRECTOR 1.00 X 0 0 0 JOHN WHALEN DIRECTOR 1.00 X 0 0 0 JONATHAN WITTER DIRECTOR 1.00 X 0 0 0 APRIL YOUNG DIRECTOR 1.00 X 0 0 0 CATHERINE A MELOY PRESIDENT & CEO 40.00 X X 409088 0 112569 ROSA PROCTOR CHIEF FINANCIAL OFFICER 40.00 X 217143 0 24114 MICHAEL FROHM CHIEF OPERATING OFFICER 32.00 8.00 X 168827 42207 15855 RICHARD J COLE CHIEF INFORMATION OFFICER 40.00 X 179783 0 689 BRENDAN HURLEY CHIEF MARKETING OFFICER 40.00 X 173786 0 7608 DAVID SULLIVAN VICE PRESIDENT, RETAIL 40.00 X 169861 0 8293 DENA NOLTE SENIOR DIR. OF FINANCE & COMPLIANCE 40.00 X 149801 0 27994 ANTONIO GARZA VICE PRESIDENT, CONTRACTS DIVISION 40.00 X 120585 0 21680 1588874 42207 218802 9 0 1 0 UNITED PARCEL SERVICES PO BOX 7247-0244 PHILADELPHIA PA 191700001 SHIPPING SERVICES 428836 SOURCEAMERICA 8401 OLD COURTHOUSE ROAD VIENNA VA 22182 PROCUREMENT OF FEDERAL CONTRACTS 332361 CERIDIAN PO BOX 10989 NEWARK NJ 07193 PAYROLL PROCESSING SERVICES 201681 3 33311 249596 9061840 7392440 9344747 CUSTODIAL SERVICE INC. 900099 10153973 10153973 SERVICE CONTRACTS 900099 1050432 1050432 11204405 307095 18908 288187 944734 986780 -42046 -42046 -42046 28449762 7544439 20905323 20905323 OTHER INCOME 900099 269846 269846 269846 41989370 32109728 18908 515987 340000 340000 875828 667183 136866 71779 20272217 18595567 1295197 381453 142239 124367 15223 2649 3045199 2870681 130150 44368 1579053 1456100 91832 31121 212718 149513 49994 13211 47694 45167 2243 284 83905 83905 47950 47950 35452 29532 5495 425 440324 299699 140625 328148 41969 221378 64801 2337777 2079829 197332 60616 319405 279564 27446 12395 6404680 6072651 249047 82982 384124 345286 27991 10847 19979 18657 1016 306 1080499 843177 237322 260027 215847 40312 3868 AUCTION FEES 710169 710169 CLEANING SUPPLIES 554182 550227 2968 987 NISH COMMISSIONS 388244 388244 MEMBERSHIP DUES 223645 126762 55164 41719 807305 657519 127024 22762 40940763 36907710 3138530 894523 19100 81105 3025942 2749135 449568 42469 1550121 1850496 538123 599302 965540 1177358 12834685 8265333 4708697 4569352 5417392 5746897 4296590 5011540 20971073 21827654 1687703 1986512 31702 27247 1304962 1158236 2103699 2052242 5128066 5224237 X 15053199 15935967 326000 259665 463808 407785 15843007 16603417 20971073 21827654 X 1048607 -260682 -27515 X 0 1 X 1 0 X 5490800 6860043 8895563 10241936 9344747 40833089 5490800 6860043 8895563 10241936 9344747 40833089 40833089 274328 207893 103338 319125 288187 1192871 5135 3213 4353 7421 14090 34212 10496 64394 5936 6003 269846 356675 42416847 170847526 0.96270 0.96860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 10,496. 2012 AMOUNT: $ 64,394. 2013 AMOUNT: $ 5,936. 2014 AMOUNT: $ 6,003. 2015 AMOUNT: $ 269,846. 463808 -3822 56023 403963 494808 23831 54831 463808 494808 65132 65132 494808 486727 50450 42369 494808 494808 -8081 486727 1.00000 0 0 1218700 1218700 4207258 3491987 715271 2498515 1669921 828594 4023260 2540606 1482654 886952 562819 324133 4569352 DEPOSITS 270427 DUE FROM BEST KEPT BUILDINGS 4686809 DUE FROM THE GOODWILL EXCEL CENTER, PUBLIC CHARTER SCHOOL 54304 5011540 DEFERRED RENT 1479604 DEFERRED COMPENSATION LIABILITY 277205 CAPITAL LEASE OBLIGATION 295433 2052242 X PART V, LINE 4: GOODWILL'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES: NATIONAL LIBRARY FOR THE BLIND (ETTA J. GRIFFIN MEMORIAL TRUST FUND) AND MABEL J. LANGHORNE FUND. PART X, LINE 2: GOODWILL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X 0 AMANI GLOBAL CONSULTING LLC 6314 SE 20TH AVENUE PORTLAND OR 97202 DIRECT MAIL 0 57761 25550 32211 SIGNAL DIRECT 19 SPRUCE STREET DEDHAM MA 02026 DIRECT MAIL 0 52047 22400 29647 109808 47950 61858 DC MD VA 0 THE GOODWILL EXCEL CENTER PUBLIC CHARTER SCHOOL 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 474283739 501(C)(3) 340000 SUPPORT FOR GENERAL OPERATION AND EDUCATIONAL ACTIVITIES. 1 0 PART I, LINE 2: GGW WORKS WITH THE CORPORATION IN FURTHERANCE OF ITS EDUCATIONAL PROGRAMS WHILE ALSO PROVIDING BUSINESS AND SUPPORT SERVICES. THEREFORE THE FUNDS ARE ACTIVELY MONITORED TO ENSURE PROPER USE. X X X X X 0 0 0 0 0 0 0 1 0 CATHERINE A MELOY PRESIDENT & CEO 325368 0 65720 0 18000 0 94050 0 18519 0 521657 0 0 0 ROSA PROCTOR CHIEF FINANCIAL OFFICER 217143 0 0 0 0 0 8800 0 15314 0 241257 0 0 0 MICHAEL FROHM CHIEF OPERATING OFFICER 168827 42207 0 0 0 0 6784 1696 5900 1475 181511 45378 0 0 RICHARD J COLE CHIEF INFORMATION OFFICER 179783 0 0 0 0 0 0 0 689 0 180472 0 0 0 BRENDAN HURLEY CHIEF MARKETING OFFICER 173786 0 0 0 0 0 6919 0 689 0 181394 0 0 0 DAVID SULLIVAN VICE PRESIDENT, RETAIL 164861 0 5000 0 0 0 0 0 8293 0 178154 0 0 0 DENA NOLTE SENIOR DIR. OF FINANCE & COMPLIANCE 149801 0 0 0 0 0 6344 0 21650 0 177795 0 0 0 PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER RECEIVED A BONUS BASED ON ACHIEVING CERTAIN TARGETS IN ACCORDANCE WITH THE TERMS OF THEIR RESPECTIVE EMPLOYMENT CONTRACTS. THE PERFORMANCE MEASURES ARE DETERMINED ON AN ANNUAL BASIS. X 7388347 FMV X 4093 FMV 0 1 1 PART I, LINE 32B: CLOTHING AND HOUSEHOLD GOODS DONATIONS TO THE ORGANIZATION ARE SOLD ON SHOPGOODWILL.ORG, EBAY.COM, ALIBRIS.COM, HALF.COM AND OTHER WEBSITES. FORM 990, PART IV, LINE 28B: DAVID J. MELOY, SON OF THE PRESIDENT & CEO, IS THE MARKETING AND COMMUNITY RELATIONS MANAGER. PATRICIA L. PROCTOR, DAUGHTER OF THE CHIEF FINANCIAL OFFICER, IS THE DEVELOPMENT MANAGER, STEWARDSHIP & INNOVATION. SALARIES ARE PAID AT MARKET RATES AND ARE COMMENSURATE WITH EXPERIENCE AND POSITION RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 11 GOODWILL'S FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, RAFFA, P.C., AND IS REVIEWED INTERNALLY BY SENIOR MANAGEMENT. IT IS THEN SUBMITTED BY THE PRESIDENT TO EACH BOARD MEMBER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE GOODWILL OF GREATER WASHINGTON CONFLICT OF INTEREST POLICY APPLIES TO ALL THE GOODWILL DIRECTORS, OFFICERS, AND EMPLOYEES. BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. ALL EMPLOYEES AND BOARD MEMBERS MUST AVOID EVEN THE APPEARANCE OF A POTENTIAL CONFLICT OF INTEREST. ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS TO BE REPORTED TO THE COMPLIANCE OFFICER. THESE DOCUMENTS ARE KEPT ON FILE BY THE EXECUTIVE ASSISTANT OR OTHER DESIGNEE. FORM 990, PART VI, SECTION B, LINE 15 WRITTEN COMPARISONS OF THE SENIOR MANAGEMENT COMPENSATION ARE MADE AGAINST FOR-PROFIT AND NON-PROFIT ORGANIZATIONS, INCLUDING OTHER SIMILAR SIZE GOODWILL ORGANIZATIONS. CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (PURSUANT TO AUTHORITY DELEGATED TO IT BY THE FULL BOARD) FOLLOWING, AMONG OTHER THINGS, THE BOARD'S COMPLETION OF A PERFORMANCE EVALUATION SURVEY. THE LAST COMPENSATION REVIEW WAS COMPLETED JULY 2014. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC UPON REQUEST. FURTHERMORE, THE FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE POSTED ON GOODWILL'S WEBSITE. FORM 990, PART XI, LINE 9: IMPUTED INTEREST ON INTERCOMPANY LOAN -18,908. PARTNERSHIP INCOME FROM K-1 -8,607. BEST KEPT BUILDINGS 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 200746642 JANITORIAL SERVICES DC DAVIS MEMORIAL GOODWILL INDUSTRIES C 565479 53304 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 BEST KEPT BUILDINGS INC A 18908 FMV BEST KEPT BUILDINGS INC M 4289900 FMV BEST KEPT BUILDINGS INC L 812932 FMV