2016-06-29T07:28:04-05:00 2015-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2015-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC % TAMARA T JUNG GOOD 4148474200 5400 SOUTH 60TH STREET GREENDALE WI 53129 TAMARA T JUNG CFO 4148474200 2016-06-28 true Michelle L Weber P00556798 4142898200 2016-06-24 2015 2016-09-27 15:27:22Z JACQUELINE L HALLBERG 5400 SOUTH 60TH STREET GREENDALE WI 53129 150530559 false X WWW.GOODWILLSEW.COM X 1919 WI GOODWILL PROVIDES TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. 21 18 6657 454 6010622 -453882 41359590 41112635 69490873 74627169 122739 105851 2149304 3270956 113122506 119116611 2191723 1598172 0 0 86549725 94965790 44918 0 323280 15510114 11904709 104296480 108468671 8826026 10647940 155250808 168679222 65582348 68402011 89668460 100277211 X THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES OR DISADVANTAGES INCLUDE PHYSICAL OR INTELLECTUAL DISABILITIES, MENTAL HEALTH ISSUES, SKILL LIMITATIONS, LACK OF EDUCATION AND JOB PREPARATION, COMMUNICATION CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. GOODWILL PURSUES ITS MISSION IN TWO WAYS. THE FIRST IS BY EMPLOYING PEOPLE WITH DISABILITIES AND DISADVANTAGES WITHIN THE ORGANIZATION'S OWN OPERATIONS IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT, EMPLOYMENT SERVICES, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES OR ARE DISADVANTAGED OR HAVE OTHER SPECIAL NEEDS, IN ORDER TO ENHANCE THEIR EMPLOYMENT OPPORTUNITIES, PREVENT OR ALLEVIATE REHABILITATION PROBLEMS, AND FACILITAT false false 58601704 1598172 31872465 Mission Services Goodwill's Mission Services unit helps program participants prepare for successful employment and achieve greater independence by developing and delivering a broad range of services designed to meet the needs of individuals with disabilities or disadvantages. Goodwill's Mission Services provides training, employment services, workforce development supports, and supportive services in several communities in southeastern Wisconsin, including Milwaukee, Waukesha, Racine and Kenosha. During 2015, the Mission Services programs of Goodwill provided services to 49,879 individuals and placed people into 6,679 jobs in the community. Training Goodwill's workforce development training programs focus on providing work and life skills training and sector-specific training to help participants find work or start a career. Participants in these programs receive practical skills training as well as instruction in employer expectations, workplace behavior, and interpersonal skills. Job placement and retention services ensure that Goodwill graduates are successfully placed. Job coaches provide on-site guidance to newly placed Goodwill program participants to ensure successful integration into the workplace environment. Culinary training is a comprehensive, hands-on program in which students prepare and serve meals to about 200 customers per day at Goodwill's Caf 1919 in the James O. Wright Center on the northwest side of Milwaukee. Custodial training prepares individuals for work in environmental services. Customer Service training programs prepare individuals for customer service positions, currently with a focus on non-clinical healthcare opportunities. Goodwill's Retail Institute prepares people for work in retail settings. Other training programs include ex-offender job re-entry and urban outreach in the Kenosha area. In 2015, Goodwill Workforce Development Training programs served 1,734 individuals. Employment Services In 2015, Goodwill provided Employment Services to 27,653 individuals in Southeastern Wisconsin. These services include community and supported employment, evaluation services, job placement, mentoring, internships, and skills training. During 2015, 1,389 people were served via employment services, 394 through supported employment. Goodwill operated four Workforce Connection Centers during 2015 providing free job search and support services to the general public, regardless of income or other qualifying criteria. These centers were developed to help individuals who are unemployed or underemployed find and keep jobs. Workforce Connection Center staff provide assistance throughout the job search process, including resume development, job applications, computer access, job-search strategies, and access to resources needed to sustain employment. The Workforce Connection Centers host several employer on-site events each month to connect job-seekers with employers in need of workers. Goodwill also collaborates with other local organizations to connect center customers to additional resources, including driver's license recovery programs, counseling, benefits assistance, and help with housing and other concerns. Together, these centers provided services to 15,308 people in 2015. Similar Goodwill-operated centers in Racine and Kenosha served an additional 4,392 people. Goodwill has been a partner since 1989 in the Kenosha County Job Center, one of Wisconsin's first urban job centers, considered "best practice" on both a national and international level. At the Job Center, Goodwill offers extensive employment services that include job seeking and retention, life skills and parenting workshop sessions, work experience opportunities, one-on-one consultation, mentoring and follow-up. Case management services include assessment, development of employability plans, referrals for agency services and adult education, counseling, job seeking skills and job search. Goodwill's Work Services program provides skill development, work experience and on-site paid employment for persons with severe and multiple disabilities or who may have various cognitive barriers to employment. One of the goals of this prevocational services program is to help individuals with disabilities prepare for integrated community employment. This program combines training with hands-on experience in high-speed packaging, assembly, inspection, and secure document destruction. During 2015, Work Services provided services to 274 individuals with disabilities at two facilities in Milwaukee County. Workforce Development Supports In 2015, Goodwill provided Workforce Development Supports for 4,965 individuals. These supports included benefits counseling, ancillary vocational services (financial literacy and tax preparation services), and other work-related supports such as child care case management. Supportive Services Goodwill provided Supportive Services in 2015 to 22,762 adults and seniors through a variety of programs. Goodwill's Day Services support adults and seniors with developmental disabilities to enjoy more independent and active lives in the community at five locations. Goodwill adult and senior centers offer daily activities including community outings, recreation and socialization with others, volunteering, enhancing life skills, and promoting self-advocacy. Programs also offer peace of mind as well as respite for working care givers. Life Skills Development targets younger adults and is intended as a skill-building bridge to employment programs. During 2015, 421 individuals were served by Goodwill's Day Service programs and life skills development programs. Goodwill's Community Services help improve the quality of life for seniors and their families. Community Services provides support for people who find it difficult to work or cannot participate in Goodwill's employment programs due to increasing age or poor health. Goodwill offers programs that assist seniors in maintaining their independence, with the goal of decreasing premature and unnecessary institutionalization. These programs include Case Management, Home Delivered Meals/Meal-Site Supervision, and the Foster Grandparent Program. The Case Management unit provides long-term care management (intake, assessment, planning for service delivery, ongoing support to members and their families, and case monitoring) for 5,041 people who have physical or developmental disabilities or are frail elders. During 2015, Goodwill's Home Delivered Meals and Meal Site programs served Milwaukee County senior citizens with 339,351 meals delivered to their homes and more than 105,444 meals served at 11 congregate meal sites. Goodwill's team at the Kenosha County Job Center provides a number of other supportive services, including coordinating the volunteer guardianship program, partnering with other agencies to address the acute staffing shortages of long-term care workers serving the elderly and individuals with disabilities, and a number of community outreach programs. Through the Adult Protective Services program, Goodwill provides intervention for at-risk physically disabled and elderly persons by identifying cases of physical abuse, neglect, financial abuse or self-neglect. In 2015, 5,151 people in the Kenosha area received assistance from the Holiday House program, which provides winter coats, toys, and holiday food baskets to needy families. Goodwill TalentBridge, LLC Goodwill's own recruiting and staffing service, Goodwill TalentBridge, is the latest element in Goodwill's workforce development platform. Thousands of people come to Goodwill each year looking for jobs - through the Workforce Connection Centers, traditional employment and training programs, the Human Resources department, TalentBridge, and other avenues. Goodwill's goal is to develop a seamless process to enable people to approach Goodwill for assistance, be assessed, directed to the appropriate resources or training, and ultimately connected to employment. TalentBridge's critical role is to cultivate employer relationships and build partnerships with employers that result in increased job placement opportunities. TalentBridge is Goodwill's link to connect workforce talent to workplace opportunity. In 2015, Goodwill TalentBridge issued 4,032 W-2s and paid $16.2 million in wages, in large part to individuals who had previously been un- or under-employed. TalentBridge offers employers a wide range of solutions and services, including contract employment, contract to hire, direct placement, and recruitment process outsourcing. TalentBridge provides job placement in an array of industries, including manufacturing and industrial, healthcare, finance and banking, professional and administrative, call center, culinary and food service. 40924611 43364754 Goodwill Great Lakes Goodwill provides food service, administrative services, and logistics support to the United States Navy at Naval Station Great Lakes in Illinois. This program provides work opportunities and skill development for individuals with significant disabilities through the AbilityOne program. Competitive wages and benefits, training, and an opportunity for career advancement are offered to this diverse workforce, which includes individuals with visual impairment, hearing impairment, developmental disabilities, learning disabilities, physical disabilities, or mental illness. In 2015, Goodwill Great Lakes served 8.3 million meals to U.S. Navy Sailors and recruits. At the end of 2015, Goodwill Great Lakes employed 594 people with significant disabilities. During the course of 2015, Goodwill Great Lakes served 757 individuals with disabilities. Participants are not ready for competitive employment when they enroll in the AbilityOne program. At Great Lakes, Goodwill offers a safe environment for individuals with significant disabilities who may otherwise be denied the opportunity to work. Through the AbilityOne program, people who may have been dependent upon public assistance become taxpaying citizens within their communities. Goodwill provides support to this workforce through accommodations and training. Goodwill's experience in rehabilitation enables the organization to provide appropriate accommodations to ensure that individuals with significant disabilities are able to perform their assigned job functions. Some examples of accommodations are changes in work schedule or job function to accommodate disability-related issues, interpreters for the hearing impaired, and mobility training for people with visual impairment or physical disabilities. During 2015, Goodwill Great Lakes worked in collaboration with more than 20 community rehabilitation and referral agencies. Goodwill also supports its workforce with training that provides a way for employees to increase their knowledge, advance within Goodwill, or move into competitive positions outside the company. This support takes the form of workshops, on-the-job technical training, one-on-one counseling/coaching sessions, career development and placement activities, and referral to community resources. Training topics include job retention skills and life skills, such as employer expectations, customer service, attendance, appearance, hygiene, communication, attitude, teamwork, time/anger/stress management, financial management, and self-empowerment. In addition to internal training programs, Goodwill offers tuition reimbursement for courses taken through local educational institutions, and career advancement services that are available to our participants through our Career Advancement and Training Coordinator. 99526315 true true false true false false false false false false true false false true true true false true false false false false false false true false false true true true true false false false false false false false false true true false false false false true true true true false false true 174 0 true 6657 true true true false false false false true true false false false false X 21 18 false false false false false false false true true false false true true true true true true true true false IL WI X TAMARA T JUNG 4148474200 5400 SOUTH 60TH STREET GREENDALE WI 53129 X James Borris Director 2.0 X 0 0 0 Jacqueline M Bowles Director 2.0 X 0 0 0 Juan M Carrasquillo Director - Thru 12/2015 2.0 X 0 0 0 Mary Dowell Director 2.0 X 0 0 0 Karen G Duffy Director 2.0 1.0 X 0 0 0 John Dziewa Director 2.0 X 0 0 0 Laura Gough Director 2.0 X 0 0 0 Bradley Kalschaeur Director - As of 2/2015 2.0 X 0 0 0 Robert J Klug First Vice Chair 2.0 3.0 X X 0 0 0 David Marcus Director 2.0 X 0 0 0 Michelle Mason Director 2.0 1.0 X 0 0 0 Timothy Mattke Second Vice Chair & Treasurer 2.0 3.0 X X 0 0 0 Dennis J McNally SECRETARY 2.0 3.0 X X 0 0 0 Richard A Meeusen Board Chair 2.0 2.0 X X 0 0 0 Arthur Phillips Director - Thru 12/2015 2.0 X 0 0 0 Thomas V Richtman Director 2.0 1.0 X 0 0 0 Anthony Ross Director 2.0 X 0 0 0 Mason Ross Director 2.0 X 0 0 0 Thomas R Savage Director 2.0 X 0 0 0 Irene Sudac Director 2.0 1.0 X 0 0 0 CARL E VANDER WILT DIRECTOR 2.0 1.0 X 0 0 0 Marilyn Vollrath Director - As of 10/2015 2.0 X 0 0 0 Charlie Wright Jr Director 2.0 X 0 0 0 JACQUELINE L HALLBERG President & CEO 40.0 10.0 X 513023 0 38131 Charles J Stadler SR VP & COO 40.0 8.0 X 308444 0 40802 Joan Farrell VP / ASST SECRETARY 40.0 10.0 X 225250 0 18589 Dorothy Wilson SR VP - Mission Services 40.0 2.0 X 274303 0 17371 Tamara Jung VP & CFO 40.0 1.0 X 187928 0 28215 Patricia A Boelter-Mundt VICE PRESIDENT 40.0 X 228059 0 36058 STEVEN J LOOS VICE PRESIDENT 40.0 X 228046 0 38070 Kent A Walters Vice President 40.0 X 203108 0 36120 ROBERT SCHNEEBERG VICE PRESIDENT 40.0 X 197538 0 28945 Michael Matus Vice President 40.0 X 189884 0 28239 2555583 0 310540 36 false true false JH Findorff Son Inc 300 South Bedford Street MADISON WI 53703 Construction Service 3082811 Great Lakes Resources Inc 702 E Washington MADISON WI 53701 Temp Staffing Agency 2930329 Gallant Construction Company Inc 345 Memorial Drive Suite B CRYSTAL LAKE IL 60014 Construction Service 2752697 Ott Development Inc 2100 Pewaukee Road E WAUKESHA WI 53188 Construction Service 2252885 Lemberg Electric Co Inc 4085 N 128th Street BROOKFIELD WI 53005 Electrical Services 1229780 29 140790 21675378 18283298 1013169 41112635 PARTICIPANT PROGRAMS AND SERVICES 624100 31262415 27360229 3902186 GREAT LAKES PROGRAM AND SERVICES 561499 43364754 43364754 74627169 94001 94001 0 0 174186 42719 131467 0 131467 131467 11850 11850 11850 11850 334015 140790 334015 0 4991 2121 2870 2870 31449494 31035093 414401 414401 INTERCOMPANY ADMINISTRATION SERVICES 561000 2108436 2108436 CAFETERIA 561499 376044 376044 INTERCOMPANY INTEREST 900003 42089 42089 195649 195649 2722218 119116611 71335033 6010622 658321 1208528 1208528 389644 389644 0 0 1733279 582389 1103905 46985 194912 194912 70939117 59748696 10982432 207989 1870568 1330616 528051 11901 13343539 11675836 1649238 18465 6884375 6066187 805091 13097 0 143385 106342 37043 211794 211794 46323 46323 0 0 9950219 5391731 4549770 8718 1277008 80551 1196457 4851195 4570742 267707 12746 1367641 405465 961931 245 0 3921270 1962509 1958161 600 1939086 1695561 242183 1342 0 517146 200733 315221 1192 1082772 4595 1078177 0 3253002 349184 2903818 546550 407987 138563 ALLOCATED MANAGEMENT FEES -12581032 -12581032 ALLOCATED OCCUPANCY -2308827 3694545 -6003372 ALLOCATED STAFFING -2312823 -345526 -1967297 108468671 99526315 8619076 323280 0 0 16679639 18878164 48393 169852 9799294 9797954 0 0 0 0 0 0 1017217 742499 1703565 1318663 189814887 66718943 116285206 123095944 0 0 0 0 0 0 0 0 9717494 14676146 155250808 168679222 19362285 15316976 0 0 1194548 347715 42117022 47545000 0 0 0 0 0 0 0 1900000 2908493 3292320 65582348 68402011 X 89171659 99981292 496801 295919 0 0 89668460 100277211 155250808 168679222 10647940 -39189 X false true X true true true X 33490793 38763090 43223217 41359590 41112635 197949325 0 0 33490793 38763090 43223217 41359590 41112635 197949325 98215113 99734212 605882 925274 639475 733222 310276 3214129 0 161119 207137 232281 253456 339006 1192999 202356453 498959167 0.49286 0.51964 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 46823 false false 46823 false LOBBYING ACTIVITY DESCRIPTION PART II-B, LINES 1B AND 1G GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. INCURRED EXPENSES, BOTH INTERNAL AND EXTERNAL PROFESSIONAL FEES, WHILE PROVIDING GOVERNMENT OFFICIALS WITH TOURS OF ITS FACILITES AND OPERATIONS. NO PORTION OF EXPENSE REPRESENTS A REIMBURSEMENT OF EXPENSES TO AN OFFICIAL. 32161756 32161756 125851241 48326038 77525203 22069646 15824022 6245624 9732244 2568883 7163361 123095944 BOND ISSUE COSTS 371523 INVESTMENT IN SUBSIDIARY 5242954 OTHER LONG TERM ASSETS 9061669 14676146 0 OBLIG. UNDER CAPITAL LEASES 656591 OTHER LIABILITIES 2635729 3292320 X 150043948 -39189 20802 33096249 33077862 116966086 2150525 2150525 119116611 139435197 20802 33096249 33117051 106318146 2150525 2150525 108468671 Liability for Accounting for Uncertainty in Income Taxes PART X Goodwill Industries of Southeastern Wisconsin, Inc., Goodwill Industries of Metropolitan Chicago, Inc. and Goodwill Retail Services, Inc. have received determination letters from the Internal Revenue Service indicating that they are exempt from federal income taxes except for taxes pertaining to unrelated business income under Section 501(c)(3) of the Internal Revenue. Goodwill TalentBridge LLC has been organized as a limited liability company and, accordingly, is not subject to federal or state income taxes. All income tax attributes of the entity are passed through to its sole member, Goodwill Industries of Southeastern Wisconsin, Inc. The entity is included in the consolidated information return filed by Goodwill Industries of Southeastern Wisconsin, Inc. The Financial Accounting Standards Board (FASB) issued guidance related to the uncertainty of income tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements and requires additional disclosure. Goodwill recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more-likely-than-not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. Goodwill files information returns in the U.S. Federal and the states of Wisconsin and Illinois jurisdictions. Tax years open under the Federal statute of limitations include 2012 through 2015. Tax years open under state of Wisconsin and state of Illinois statutes include 2011 through 2015. Reconciliation of Revenue PART XI Line 2D Rental Expenses 42,719 Fundraising event expenses 334,015 Gaming Expenses 2,121 Cost of goods sold 31,035,093 Intercompany Contracted Services 769,687 Intercompany Temporary Help 912,614 ------------ Total 33,096,249 Line 4B Intercompany Interest 42,089 Intercompany Admin Services 2,108,436 ---------- Total 2,150,525 Reconciliation of Expenses PART XII Line 2D Rental Expenses 42,719 Fundraising event expenses 334,015 Gaming Expenses 2,121 Cost of goods sold 31,035,093 Intercompany Contracted Services 769,687 Intercompany Elimination 912,614 ------------ Total 33,096,249 Line 4B Intercompany Interest 42,089 Intercompany Admin Services 2,108,436 ---------- Total 2,150,525 RETRO EVENT 474805 140790 334015 49444 112192 172379 0 474805 140790 334015 49444 112192 172379 334015 true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 364455490 501(C)(3) 1208528 Grant - see form 990, part iii, line 4a. 1 MERCHANDISE VOUCHERS 11900 299632 FMV merchandise voucher CLOTHING FOR JOB INTERVIEWS 24 3024 FMV Clothing TRANSPORTATION FOR JOB INTERVIEWS 52 1549 FMV transportation STIPENDS FOR PROGRAM ACHIEVEMENTS 55 84552 PARTICIPANT INCENTIVES 1 27 FMV Miscellaneous JOB SEEKING MATERIALS 13 860 FMV Miscellaneous Monitoring Procedures PART I, LINE 2 Goodwill provides assistance to individuals and families experiencing hardship either directly or through other social service agencies. Goodwill and agency representatives distribute merchandise vouchers that may be redeemed for clothing, household items, transportation, meals, and job-seeking support from Goodwill stores. X true true X X X X true false false true true true true false false JACQUELINE L HALLBERG President & CEO 418050 0 86364 0 8609 0 20450 0 17681 0 551154 0 0 0 Charles J Stadler SR VP & COO 253107 0 40968 0 14369 0 20450 0 20352 0 349246 0 0 0 Dorothy Wilson SR VP - Mission Services 100320 0 36064 0 137919 0 10327 0 7044 0 291674 0 0 0 Patricia A Boelter-Mundt VICE PRESIDENT 188402 0 30686 0 8971 0 17720 0 18338 0 264117 0 0 0 Joan Farrell VP / ASST SECRETARY 194677 0 29579 0 994 0 17159 0 1430 0 243839 0 0 0 Tamara Jung VP & CFO 162493 0 24834 0 601 0 14472 0 13743 0 216143 0 0 0 STEVEN J LOOS VICE PRESIDENT 196349 0 30686 0 1011 0 17721 0 20349 0 266116 0 0 0 Kent A Walters Vice President 163547 0 39350 0 211 0 15834 0 20286 0 239228 0 0 0 ROBERT SCHNEEBERG VICE PRESIDENT 178678 0 15866 0 2994 0 15172 0 13773 0 226483 0 0 0 Michael Matus Vice President 163690 0 24992 0 1202 0 14510 0 13729 0 218123 0 0 0 Health and Social Club Dues PART I, LINE 1A The Health and Social Club dues referenced in Part I, Line 1A are used for business purposes. Any personal use expenses are reimbursed to Goodwill. Severance Payment Part I, Line 4A An individual left the organization and received a severance payment in 2015. Due to a confidentiality agreement, neither the name nor the amount will be listed. It is included in Schedule J, Part II, Column B(III). Leadership Incentive Plan PART I, LINE 5A - B AND 6A - B Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") provides an incentive plan for certain management personnel. The purpose of Goodwill's Leadership Incentive Plan ("Plan") is to motivate executives to achieve mission-related objectives and to produce measurable financial results, which will enhance Goodwill's long-term value to the communities served and will promote the financial security and stability of the organization. The Plan includes financial performance goals based on revenue and net income. The Plan is administered by Goodwill's President with review and approval by the Human Resources and compensation Committee of the Board of Directors. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2012-12-20 13500000 LAND AND BUILDING EXPANSION false false false B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 10000000 LAND AND BUILDING EXPANSION 2014A false false false C WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 2500000 LAND AND BUILDING EXPANSION 2014B false false false D WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 17000000 LAND AND BUILDING EXPANSION 2014C false false false A 0 0 13500000 0 0 3905000 106000 0 0 9489000 0 0 2012 true false true true B 0 0 10000000 0 0 10000000 0 0 0 0 0 0 2014 true false true true C 0 0 2500000 0 0 2500000 0 0 0 0 0 0 2014 true false true true D 0 0 17000000 0 0 0 0 0 0 8082022 0 8917978 false false false true A false false false false 0 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false 0 false false false false A false true true true US BANK 10. false false false 0 false false B false true true true US BANK 10. false false false 0 false false C false true true true US BANK 10. false false false 0 false false D false true true true US BANK 10. false false false 0 false false A false B false C false D false Schedule K Bond Schedule K Bond Part II, Lines 13 & 16D The organization was issued a bond in 2014 and 2015. The final distribution and completion of the project for which bond proceeds was used occured in 2015. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2014-11-25 6565000 LAND AND BUILDING EXPANSION 2014D false false false A 0 0 6565000 0 0 6565000 0 0 0 0 0 0 2014 true false true true A false false false false 0 false false false false A false true true true US BANK 10. false false false 0 false false A false Elizabeth McNally FAMILY OF DIRECTOR 194912 entity paid wages false Bergengeria ENTITY W/ COMMON ODTKE 1044814 services from bergengeria false us bank entity w/ common odtke 1196657 interest and fees: us bank false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV The above business transactions involving interested persons are provided to Goodwill at or below fair value and are in the normal course of business. All decisions to enter into these transactions were reviewed in accordance with our conflict of interest policy and the interested persons were excluded from the decision making process. Specific Assistance to Individuals PART IV, LINE 22 SPECIFIC ASSISTANCE TO INDIVIDUALS: $ 389,644 GOODWILL WORKS IN A JOINT EFFORT WITH SOCIAL SERVICE AGENCIES TO PROVIDE INDIVIDUALS AND FAMILIES IN NEED WITH CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION AND JOB-SEEKING MATERIALS. Form 990 Review PART VI, LINE 11A Members of the Audit and Compliance Committee of the Board of Directors reviewed the Form at its June 15, 2016 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on June 20, 2016, prior to filing of the Form 990. WRITTEN CONFLICT OF INTEREST POLICY PART VI, LINE 12 Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") maintains a conflict of interest policy ("policy"). The purpose of the policy is to protect Goodwill's interests when contemplating entering into a transaction or arrangement that might benefit the financial interest of an interested person such as an officer, director, or key employee of Goodwill. An interested person must disclose the existence of his or her financial interest and all material facts related to the proposed transaction or arrangement. After such disclosure, he or she shall recuse himself or herself during the discussion of, and the vote on, the proposed transaction, whether the transaction reflects fair market value, has no bearing on the relationship, and is in the best interest of the organization. COMPENSATION DETERMINATION PART VI, LINE 15 Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") compensation package includes a salary, defined contribution plan and health and welfare benefits. Goodwill engaged an independent firm to assess reasonableness of its compensation package for top management positions. The firm assessed compensation using survey data representing similar positions based on industry, revenue, number of employees and other peer group data. The report was reviewed by the Human Resources and Compensation Committee ("Committee") of the Board of Directors and compensation for Goodwill's top management positions was approved by a Committee vote. Public Availability PART VI, LINE 19 Goodwill Industries of Southeastern Wisconsin, Inc. and Affiliates ("Goodwill") posts its governing documents, conflict of interest policy, annual report, financial statements and Forms 990 to its website. Goodwill also makes this information, and other required disclosures, available upon request. Goodwill Talentbridge LLC 5400 SOUTH 60TH STREET GREENDALE WI 53129 271303707 staffing WI 21670768 -7676383 Goodwill SEW GOODWILL RETAIL SERVICES Inc 5400 SOUTH 60TH STREET GREENDALE WI 53129 392040239 SUPPORTING WI 501(C)(3) 11b GW SEW true GOODWILL INDUSTRIES OF METRO CHICAGOInc 5400 SOUTH 60TH STREET GREENDALE WI 53129 364455490 HUMAN SERVICE IL 501(C)(3) 7 GW SEW true Goodwill Work Solutions Inc 5400 South 60th Street Greendale WI 53129 352531359 Human Service WI 501(C)(3) 9 GW SEW true GOODWILL MANUFACTURING INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 392040242 pkg & assemb WI GOODWILL SE WI C CORP -2775010 5636727 1.00000 true true true true false false false false false true false true false true true true false true true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO A 4937 FMV GOODWILL MANUFACTURING INC A 77753 FMV GOODWILL RETAIL SERVICES INC A 952720 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO B 1208528 FMV GOODWILL RETAIL SERVICES INC C 21675378 FMV GOODWILL RETAIL SERVICES INC J 3811928 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO L 449560 FMV GOODWILL RETAIL SERVICES INC L 11173815 FMV GOODWILL MANUFACTURING INC L 2108436 FMV GOODWILL RETAIL SERVICES INC N 1867008 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO P 283195 FMV GOODWILL RETAIL SERVICES INC P 14535823 FMV GOODWILL MANUFACTURING INC P 813671 FMV GOODWILL MANUFACTURING INC r 1915795 FMV GOODWILL RETAIL SERVICES INC s 54025198 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO S 1832733 FMV Sharing of Paid Employees Part V, Line 1o The organization has answered yes to this transaction related to the sharing of paid employees with related organizations due to disclosures elsewhere on the Form 990 and related schedules. Amounts have been included in Line 1P - reimbursement paid to related organizations.