GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC (EIN 86-0223401)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-03
- IRS object ID
- 201611249349301256
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T12:39:20-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860683059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BeachFleischman PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 East River Road Suite 201 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860223401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Southern Arizona Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 5206235174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 East Silverlake Road No 405 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857131950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Gulick | PersonNm |
| Person Title | Co-President/CEO | PersonTitleTxt |
| Phone | 5206235174 | PhoneNum |
| Signature | 2016-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly L Meltzer CPA | PreparerPersonNm |
| PTIN | P00633511 | PTIN |
| Phone | 5203214600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth Gulick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 East Silverlake Road No 405 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857131950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,649,407 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.goodwillsouthernaz.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | GISA provides training, services and jobs for people with barriers to employment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1028 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,940,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,655,791 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,056 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,389 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,385 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,414 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,058,766 | PYOtherRevenueAmt |
| CY Other Revenue | $23,209,139 | CYOtherRevenueAmt |
| PY Total Revenue | $24,046,020 | PYTotalRevenueAmt |
| CY Total Revenue | $24,894,733 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,399 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,462,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,541,386 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,229,640 | PYOtherExpensesAmt |
| CY Other Expenses | $10,322,419 | CYOtherExpensesAmt |
| PY Total Expenses | $24,691,640 | PYTotalExpensesAmt |
| CY Total Expenses | $25,991,204 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$645,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,096,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,937,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,199,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,087,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,440,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,850,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,759,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our mission is to provide services, training and jobs to people with barriers to employment. 2015 activities: 25,500 units of service at Goodwill's seven free Job Connection Centers. 5,196 individuals were served at the centers. (Continued at Schedule O.) 1,118 unemployed and dislocated individuals attended employment and computer training workshops. 2,153 community service hours were completed at Goodwill stores. 52 young adults participated in GoodFutures, a training and service learning program. 96 at-risk youth participated in our youth mentoring program. 221 youth were placed in paid work experience training. 100 adjudicated youth received career development and job search support through the Goodwill METRO program. 89 employed individuals from local businesses received industry recognized training to help them move up the career ladder and add much needed skill sets to local companies. 425 Goodwill employees were served through the employee assistance program. GISA also provided | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,782,970 | ExpenseAmt |
| Revenue | $23,209,139 | RevenueAmt |
| Desc | Goodwill Industries of Southern Arizona, Inc. operates 18 thrift stores, two outlets, one salvage operation and one auction facility in Southern Arizona. Goodwill's retail program gave back to the community by providing 975 jobs to Tucson workers at these retail locations and touched the lives of over 20,000 men, women and children by generating funding for educational and vocational programs. $13,510,241 in income was earned in wages and benefits by adults trained or employed by Goodwill, supporting the local economy and dramatically reducing welfare assistance. 1,708,189 people benefitted from low-cost purchases in the 18 retail stores. 423,009 donors provided donated material goods. 25,380,540 pounds of goods were recycled and diverted from landfills. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,913,558 | ExpenseAmt |
| Grant | $127,399 | GrantAmt |
| Revenue | $26,389 | RevenueAmt |
| Desc | Goodwill Industries of Southern Arizona, Inc. provides educational training and support services to increase employability of individuals with barriers to employment. 10,767 persons were served through Goodwill Industries of Southern Arizona's educational and training programs. 5,196 people were served at seven Job Connection Centers located at the retail store sites. Other services include youth mentoring, training and work experience programs, and case management. Partners include the Pima County One Stop, City of Tucson and other local agencies. Highlights of these services include: Goodwill's state-of-the-art Job Connection Centers provide job search assistance including: career planning, resume development, assistance in conducting an internet job search, (Continued at Schedule O)interview skills training, and referral to job openings. All services at the centers are free of charge and no appointment is necessary. Goodwill's Job Connection Centers also provide referrals to other community support services including family counseling, day care assistance, ESL or GED training, financial literacy training, tax filing assistance, and food boxes. Visitors to Goodwill's Job Connection Centers can build a resume, apply for jobs online, search the community job postings board, attend employer sponsored job fairs and learn about training and other educational opportunities available in Southern Arizona. Goodwill Youth Mentoring is an exciting and innovative program to help at risk youth build career plans and skills, prepare for school completion, post-secondary training and productive work by providing structured and supportive relationships with trusted adult mentors. It targets young people between the ages of 12 and 17 who are at-risk for dropping out of school, facing legal troubles, or are at risk for delinquency due to issues such as abuse, disability, drug or alcohol dependence, or gang membership. We also support the families of enrolled youth by providing community resource information, job search assistance and other support as needed.GoodFutures is a training and service-learning program for Arizona's young adults. The program works with ages 18 through 21 who have been involved in the juvenile justice system from ages of 14 or above and have never been convicted as an adult under federal or state law. The program provides case management, strategic support, service-learning projects, and work-experience placements for all participants.Goodwill's Summer and After School Work Experience Programs provide youth, 16-21 the opportunity to gain valuable paid work experience with area employers. The program focuses on real-life job skills and the youth are supported by an employment specialist and case manager.The METRO Goodwill Youth Program serves youth ages 14-24 years who were involved in the juvenile justice system in the last 12 months. Goodwill assists them with their goals; connects them to the community; provides career pathways; and gives a sense of purpose for the future. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,696,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 170 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1028 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Leon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5206235174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E Silverlake Rd Ste 405 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Humberto Astorga | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lorenzo Cotton | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sylvia Lee PhD | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Zarling | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ron Robinette | ||||||
| Immd Past Chair | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ben Burnside | ||||||
| Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James Wertheimer | ||||||
| Vice Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ludwig Kuttner | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dan Talerico | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Suzanne Lawder | ||||||
| President/CEO thru 10/2014-See Sch J | 50.00 | $700,933 | $0 | $10,149 | Yes (X) | |
| Elizabeth Gulick | ||||||
| Co-President/CEO effective 01/2015 | 50.00 | $109,359 | $0 | $4,793 | Yes (X) | |
| Lisa Allen | ||||||
| Co-President/CEO effective 01/2015 | 50.00 | $129,857 | $0 | $8,972 | Yes (X) | |
| Stephen Leon | ||||||
| Director of Finance | 50.00 | $85,629 | $0 | $5,918 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,025,778 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,832 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADP | |||||
| PO Box 84875 | Boston | MA | 02284 | Payroll Processing | $196,291 |
| Hilton and Myers Advertising | |||||
| 3350 North Country Club | Tucson | AZ | 85716 | Advertising | $142,697 |
| A&G Custodial & Maintenance | |||||
| 4925 North Alicia | Tucson | AZ | 85705 | Custodial | $106,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,560,978 | GovernmentGrantsAmt |
| All Other Contributions | $94,813 | AllOtherContributionsAmt |
| Total Contributions | $1,655,791 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 624310 | BusinessCd |
| Total Revenue Column | $26,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,389 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,389 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $947 | TotalRevenueColumnAmt |
| Exclusion | $947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,133 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,467 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,467 | TotalRevenueColumnAmt |
| Exclusion | $2,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,959,680 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,750,541 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,209,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,209,139 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,894,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,235,528 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,414 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,756 | TotalAmt |
| Program Services | $2,756 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,643 | TotalAmt |
| Program Services | $124,643 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,001 | TotalAmt |
| Program Services | $1,246,702 | ProgramServicesAmt |
| Management And General | $131,183 | ManagementAndGeneralAmt |
| Fundraising | $1,116 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,057,497 | TotalAmt |
| Program Services | $10,909,737 | ProgramServicesAmt |
| Management And General | $1,137,788 | ManagementAndGeneralAmt |
| Fundraising | $9,972 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,663 | TotalAmt |
| Program Services | $184,196 | ProgramServicesAmt |
| Management And General | $27,467 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,086 | TotalAmt |
| Program Services | $598,794 | ProgramServicesAmt |
| Management And General | $89,292 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,139 | TotalAmt |
| Program Services | $1,097,892 | ProgramServicesAmt |
| Management And General | $107,247 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,521 | TotalAmt |
| Program Services | $13,891 | ProgramServicesAmt |
| Management And General | $54,287 | ManagementAndGeneralAmt |
| Fundraising | $343 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,000 | TotalAmt |
| Management And General | $38,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,553 | TotalAmt |
| Program Services | $106,518 | ProgramServicesAmt |
| Management And General | $260,194 | ManagementAndGeneralAmt |
| Fundraising | $1,841 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,763 | TotalAmt |
| Program Services | $171,156 | ProgramServicesAmt |
| Management And General | $43,607 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471,008 | TotalAmt |
| Program Services | $1,400,598 | ProgramServicesAmt |
| Management And General | $68,747 | ManagementAndGeneralAmt |
| Fundraising | $1,663 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,261,261 | TotalAmt |
| Program Services | $6,224,132 | ProgramServicesAmt |
| Management And General | $37,129 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,735 | TotalAmt |
| Program Services | $568,750 | ProgramServicesAmt |
| Management And General | $44,985 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,960 | TotalAmt |
| Program Services | $3,321 | ProgramServicesAmt |
| Management And General | $50,639 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,435 | TotalAmt |
| Program Services | $116,988 | ProgramServicesAmt |
| Management And General | $31,447 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,250 | TotalAmt |
| Program Services | $794,708 | ProgramServicesAmt |
| Management And General | $147,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $141,933 | TotalAmt |
| Program Services | $131,746 | ProgramServicesAmt |
| Management And General | $10,157 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,991,204 | TotalAmt |
| Program Services | $23,696,528 | ProgramServicesAmt |
| Management And General | $2,279,711 | ManagementAndGeneralAmt |
| Fundraising | $14,965 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,405 | BOYAmt |
| EOY | $164,454 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,370 | BOYAmt |
| EOY | $1,020,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,604 | BOYAmt |
| EOY | $162,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,417 | BOYAmt |
| EOY | $21,620 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,560 | BOYAmt |
| EOY | $982,760 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,646 | BOYAmt |
| EOY | $362,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,772,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,437,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,691,025 | BOYAmt |
| EOY | $5,335,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,384 | BOYAmt |
| EOY | $38,712 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,358 | BOYAmt |
| EOY | $85,467 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,586 | BOYAmt |
| EOY | $25,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,937,355 | BOYAmt |
| EOY | $8,199,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,410 | BOYAmt |
| EOY | $2,161,397 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101 | BOYAmt |
| EOY | $26,721 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,876 | BOYAmt |
| EOY | $1,290,504 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,073,967 | BOYAmt |
| EOY | $961,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,087,354 | BOYAmt |
| EOY | $4,440,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,725,993 | BOYAmt |
| EOY | $3,635,778 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,008 | BOYAmt |
| EOY | $123,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,850,001 | BOYAmt |
| EOY | $3,759,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,937,355 | BOYAmt |
| EOY | $8,199,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,096,471 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,944 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $958,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,109,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,446,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,940,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,655,791 | CurrentTaxYearAmt |
| Total | $7,110,130 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $958,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,109,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,446,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,940,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,655,791 | CurrentTaxYearAmt |
| Total | $7,110,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,583 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,074,547 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $947 | CurrentTaxYearAmt |
| Total | $179,528 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $54 | CurrentTaxYearMinus1YearAmt |
| Total | $1,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,290,819 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,868,698 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,991,204 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,991,204 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,038 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,583 | CurrentYearMinus2Amt |
| Total | $16,621 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,358 | BeginningYearBalanceAmt |
| Contributions | $3,425 | ContributionsAmt |
| Investment Earnings Or Losses | $1,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,425 | OtherExpendituresAmt |
| Administrative Expenses | $1,066 | AdministrativeExpensesAmt |
| End Year Balance | $85,467 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,602 | BeginningYearBalanceAmt |
| Contributions | $3,858 | ContributionsAmt |
| Investment Earnings Or Losses | $12,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,858 | OtherExpendituresAmt |
| Administrative Expenses | $601 | AdministrativeExpensesAmt |
| End Year Balance | $85,358 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,497 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,975 | OtherExpendituresAmt |
| Administrative Expenses | $547 | AdministrativeExpensesAmt |
| End Year Balance | $73,602 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,012 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,158 | OtherExpendituresAmt |
| Administrative Expenses | $522 | AdministrativeExpensesAmt |
| End Year Balance | $69,627 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,262 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,227 | OtherExpendituresAmt |
| Administrative Expenses | $550 | AdministrativeExpensesAmt |
| End Year Balance | $74,319 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,701,447 | OtherCostOrOtherBasisAmt |
| Book Value | $1,701,447 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,199,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,885,780 | DepreciationAmt |
| Book Value | $1,313,598 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,023,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,363,124 | DepreciationAmt |
| Book Value | $660,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,840,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,817,706 | DepreciationAmt |
| Book Value | $1,022,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,007,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,370,504 | DepreciationAmt |
| Book Value | $637,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,335,345 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds held for others | $41,716 |
| Deferred rent | $919,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $961,577 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds consist solely of board designated net assets held for various board designated purposes. |
| Part X, Line 2: | Financial statement FIN 48 (ASC 740) footnote: Both GISA and GIT are exempt from income taxes under both Federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws, and are classified as other than a private foundation. Accordingly, no provision for federal and state income taxes is made. Income from certain activities not directly related to their tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (UBTI). During the years ended June 30, 2015 and 2014, GISA earned unrelated business taxable income, however, amounts are insignificant to the Organization's overall operations; therefore, the accompanying financial statements contain no provision for income taxes. GAAP requires management to perform an evaluation of all tax positions taken or expected to be taken in the course of preparing GISA's and GIT's tax returns to determine whether the tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. This evaluation is required to be performed for all open tax years, as defined by the various statutes of limitations, for federal and state purposes. GISA and GIT are only subject to income taxes on UBTI as applicable. As a result, GISA and GIT are required to file informational returns for federal and state purposes and, if they have UBTI, federal and state income tax returns. With limited exceptions, GISA and GIT are no longer subject to tax examination for any years earlier than 2012 for federal and 2011 for state. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. From time to time, GISA and GIT may be subject to penalties and interest assessed by various taxing authorities, which are classified as management and general expenses if they occur. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Tuition reimbursement | 119 | $98,357 |
| Transportation assistance | 1078 | $10,075 |
| Job related expenses/apparel | 97 | $6,822 |
| Utility, rent and food assistance | 47 | $5,819 |
| Childcare | 2 | $1,581 |
| Other | 8 | $1,989 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | All fund disbursements are made in accordance with either the terms of the applicable grant or contract, and all disbursements require supervisory approval and documentation in compliance with grant rules. Disbursements related to or for a GISA employee are prepared in accordance with established company policy. Among other provisions, company policy stipulates that payment be made directly to the entity owed, not to the individual. All disbursements require supervisory approval. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Lawder | PersonNm |
| Title | President/CEO thru 10/2014-See Sch J | TitleTxt |
| Base Compensation Filing Org | $251,870 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $449,063 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,869 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,280 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $711,082 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $175,090 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Lines 4a-b | FormAndLineReferenceDesc |
| Explanation | Suzanne Lawder was employed by Goodwill Industries of Southern Arizona, Inc. (GISA) for 32 years. She served as President and CEO for 27 years. She assumed the responsibility of President/CEO when GISA was faltering and on the verge of filing for bankruptcy. Upon the completion of Suzanne Lawder's tenure, in accordance with the best practices described below and pursuant to the terms of her termination agreement, she received a severance payment of $30,354. In line with current best practices, the GISA Board, in 2009, hired an independent compensation consultant who reported that Ms. Lawder's compensation remained below comparable compensation being paid other not-for-profit top executives in the Tucson Metro area. Of further concern was GISA's commitment to Affirmative Action and the fact that the other executives, with like organizations, were all male. Ms. Lawder continued in her position for many years without retirement and other benefits accorded to CEOs in similar positions in the Tucson area. To address this situation, a company specializing in "catch-up" clauses was retained. After almost a year of working with the outside consultant on the above issue, the Board approved, with the recommendation of the Compensation Committee, a retirement "catch-up" clause with the purpose of back-paying retirement benefits by including a 457(b) and an After Tax Savings Program in Ms. Lawder's employment agreement. During the payroll year ended 12/31/14, $5,833 was contributed to the 457(b) plan and $205,895 was contributed to the After Tax Savings Plan for Ms. Lawder. Additionally, $243,168 was paid from her 457(b) plan pursuant to the Termination Agreement in October 2014. The $243,168 had been accumulated in the 457(b) plan from December 2004 through October 2014. Both of these amounts were reflected on her Form W-2. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Alicia Talerico | |||
| Daughter of Treasurer Dan Talerico | $10,375 | EmploymentMs. Talerico manages a GISA retail location. She completed GISA's standard screening and hiring processes. She is compensated commensurately for the position she holds and the responsibilities she executes. To date, she has performed amongst the top level of all GISA store managers. | 0 |
| Laurie Gulick | |||
| Sister of Co-President/CEO Elizabeth Gulick | $42,778 | EmploymentMs. Gulick works in GISA's special projects department which administers the Boutique retail location for higher end donated merchandise. She completed GISA's standard screening and hiring processes and has been an employee since April 2012. She is compensated commensurately for the position she holds and the responsibilities she executes. Her sister was elected to an officer role upon the termination of the incumbent President in October 2014. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | See Note at Part II | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | See Note at Part II | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | See Note at Part II | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | See Note at Part II | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | See Note at Part II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | The actual value of donated merchandise can only be determined upon its sale and Goodwill Industries of Southern Arizona, Inc. only recognizes revenue when donated merchandise is sold. Not all merchandise donations sell and routinely merchandise donations are not sold in the same fiscal period in which they were received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Audit Committee reviews the Form 990 before it is filed with the IRS. The committee then reports to the Executive/Finance Committee and to the Board as part of their committee report. Then at a Board meeting each Board member is handed a copy of the 990 for discussion and compliance purposes. |
| Form 990, Part VI, Section B, line 12c | The Bylaws state Directors must be independent and do not receive, directly or indirectly, material financial benefits from the corporation or its related parties. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence and nature of his or her financial interest to the Board of Directors and members of any committees with any Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest, the interested person shall leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Directors or committee members shall decide if a conflict of interest exists. If the disinterested Directors have reasonable cause to believe that the interested Director has failed to disclose an actual or possible conflict of interest, the disinterested Directors shall inform the interested Director of the basis for such belief and afford the interested Director an opportunity to explain the alleged failure to disclose. If, after hearing the response of the interested Director and making such further investigation as may be warranted in the circumstances, the disinterested Directors determine that the interested Director has, in fact, failed to disclose an actual or possible conflict of interest, they shall take appropriate disciplinary and corrective action. |
| Form 990, Part VI, Section B, line 15 | GISA follows a compensation philosophy which is to provide compensation that is fair, reasonable, and consistent with compensation paid in the non-profit sector for positions of comparable complexity and responsibility. The goal is to recruit and retain high-performing employees and to motivate, recognize and reward excellent performance regarding contributions to the fulfillment of GISA's mission, vision and values. The Compensation Committee has been delegated such decision making power by the Board of Directors. With the assistance and recommendations of an outside, independent consultant, all compensation arrangements regarding executives and key employees of GISA are approved by the Compensation Committee which is composed entirely of individuals who do not have a conflict of interest with respect to the compensation arrangements. The recommendations of the outside consultant are determined by market research results based on data collected from other similar non-profit organizations and include organization based performance measures. The Compensation Committee ensures that the basis upon which such compensation recommendations and decisions made are well justified, reasonable and documented. A report of the work of the Compensation Committee is then presented to the full Board. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and annual report are available upon request. The annual report is also posted on the website. |
| Form 990, Part VII, Section A: | Upon the completion of Suzanne Lawder's tenure, Elizabeth Gulick and Lisa Allen were appointed as Co-Presidents/CEOs. Although they both assumed the additional responsibilities associated with the office of President/CEO, they both also retained their existing responsibilities. Their capability to administer both of their respective positions has enabled GISA to effectively utilize two employees to fulfill the duties previously performed by three. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIT Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E Silverlake Rd Ste 405 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860772824 | EIN |
| Primary Activities | Charitable | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Southern Arizona Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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