2016-04-28T13:49:59-05:00 2015-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2015-01-01 560844639 Goodwill Industries of the Southern PIEDMONT INC GOOD 7043723434 PO BOX 668768 CHARLOTTE NC 28266 MICHAEL ELDER President & CEO 7043723434 2016-04-26 1 JANICE A RATICA P00358837 7043771678 2015 2016-09-27 15:27:22Z MICHAEL ELDER PO BOX 668768 CHARLOTTE NC 28266 54045062 0 X www.goodwillsp.org X 1949 NC See Schedule O 21 21 3233 275 720395 -39903 18043647 14754546 36067969 38619952 224278 234780 149756 182806 54485650 53792084 362183 20847 0 0 33311656 36605216 70000 60000 897711 16486023 15759375 50229862 52445438 4255788 1346646 54256975 68999262 17075986 30585707 37180989 38413555 X CHANGING LIVES THROUGH THE POWER OF WORK, TO PROVIDE PARTICIPANTS SKILLS AND TRAINING NEEDED TO FIND A JOB AND KEEP A JOB 0 0 30842617 20847 30707645 Business Enterprises (BE): The BE Program offers opportunities for individuals seeking to develop and build their skill sets to enhance their potential for future employment in production, customer service, and in retail. Our retail stores provide specialized training and hands on experience in these areas through temporary and/or permanent employment. The agency provided approximately 625,592 hours of training, of which the BE services provided approximately 103,750 hours of paid work experience. BE also employs people with prior barriers to employment. In 2015 it paid over $8,022,000 in payroll wages. 4850975 791087 Goodwill provides a variety of programs that assess and identify an individual's abilities, vocational interests, job readiness skills and training needs, while offering individual assistance from Goodwill staff members. Other Job Training & Support provides individuals with specialized training and skill development necessary to gain employment. Goodwill also assists with pairing employers with employment seeking individuals by matching compatible skill sets, talents, capabilities, and experience with the needs of the employer. In 2015, 9,749 employment and training services were provided and 143 individuals were placed in employment. 9663379 7817029 GOODWILL'S BUSINESS VENTURE SERVICES IS MADE UP OF VARIOUS PROGRAMS, PRIMARILY CONSISTING OF RECYCLING, EBOOKS, GREEN INITIATIVES, AND EMPLOYMENT PLACEMENT SERVICES. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT OFFERS ASSET RECOVERY AND DE-MANUFACTURING SERVICES USING THE HIGHEST INDUSTRY STANDARDS FOR ENVIRONMENTAL SAFETY AND DATA SECURITY. THIS COMPUTER RECYCLING PROGRAM HAS DIVERTED TONS OF POTENTIAL WASTE FROM REACHING LANDFILLS. THIS MULTIFACETED PROGRAM HELPS GENERATE JOBS, PROVIDES A VALUABLE SERVICE TO THE COMMUNITY, GENERATES REFURBISHED COMPUTER AND JOB TRAINING OPPORTUNITES. INVENTORY FOR RESALE AND HELPS PRESERVE THE ENVIRONMENT. AS PART OF THE EMPLOYMENT PLACEMENT DIVISION, THE GOODWORK STAFFING PROGRAM SERVES AS A FULL SERVICE STAFFING AGENCY THAT PROVIDES TEMPORARY, TEMP TO HIRE, AND DIRECT PLACEMENT EMPLOYEES. THE PRIMARY PURPOSE OF GOODWORK STAFFING IS TO WORK WITH PEOPLE WITH EMPLOYMENT BARRIERS AND TO MATCH THEIR SKILLS WITH THE NEEDS OF PROSPECTIVE EMPLOYERS. IN 2015, GOODWORK STAFFING PROVIDED MORE THAN 515,919 PAID WORK HOURS AND ASSISTED 1,615 CLIENTS WITH PLACEMENTS IN LIGHT INDUSTRIAL, WAREHOUSE, ADMINISTRATIVE SUPPORT, CUSTOMER SERVICE, AND HOSPITALITY EMPLOYMENT FIELDS. GOODWILL CONSTRUCTION SERVICES PROVIDED 5,015 HOURS OF PAID TRAINING FOR CLIENTS WITH PRIOR BARRIERS TO EMPLOYMENT. ONCE A CLIENT SUCCESSFULLY COMPLETES THE TRAINING, THE EMPLOYMENT PLACEMENT SPECIALIST ASSISTS THEM IN SECURING GAINFUL EMPLOYMENT IN THE COMMUNITY. 922071 40000 Occupational Skills Training: Goodwill works closely with local employers to develop in-depth programs that prepare people for jobs in specific industries such as banking, call centers and customer service, hospitality and construction. In 2015, Occupational Skills Training delivered services to 302 individuals and placed 102 people in employment. 1242940 20074 Career Development Services matches individual skills and abilities with the needs of prospective employers, and provides job readiness and life skills training to help prepare individuals for the world of work. Retention strategies assist participants in maintaining employment and exploring career development opportunities. In 2015, Career Development Services delivered services to 1,886 individuals and placed 847 people in employment. 2165011 60074 47521982 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 55 0 3233 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC SC X X Anne N Ibekwe 7043320338 2122 Freedom Drive Charlotte NC 28208 RENEE ALEXANDER SHERROD DIRECTOR 0.40 X 0 0 0 LEE ARMSTRONG LUMPKIN DIRECTOR 0.90 X 0 0 0 KEITH COCKRELL DIRECTOR 0.40 X 0 0 0 WAYNE DOZIER DIRECTOR 0.50 X 0 0 0 ED DRIGGS DIRECTOR 0.30 X 0 0 0 Renee Ford DIRECTOR 0.00 X 0 0 0 LAURA HAMPTON DIRECTOR 8.90 X 0 0 0 JON JOFFE DIRECTOR 0.20 X 0 0 0 JAY NORVELL III DIRECTOR 0.20 X 0 0 0 SHELL RICHARDSON DIRECTOR 0.50 X 0 0 0 HARRY SMITH DIRECTOR 0.20 X 0 0 0 TONY SMITH DIRECTOR 0.20 X 0 0 0 Bill Toole DIRECTOR 0.10 X 0 0 0 JEAN VEATCH DIRECTOR 0.50 X 0 0 0 REGINA WHARTON DIRECTOR 0.80 X 0 0 0 MIKE WIGGINS DIRECTOR 0.50 X 0 0 0 MARK WYATT DIRECTOR 0.30 X 0 0 0 ADAM ZEMBRUSKI DIRECTOR 0.40 X 0 0 0 MARILYNN BOWLER CHAIR 0.80 X X 0 0 0 SARA GARCES VICE CHAIR 1.60 X X 0 0 0 JIM SKIBBENS SECRETARY/TREASURER 0.70 X X 0 0 0 Michael Elder PRESIDENT/CEO 55.00 X 330439 0 40051 Anne N Ibekwe VP 55.00 X 148313 0 18202 Gary Barrett SVP 55.00 X 172821 0 24139 Christopher Jackson EVP 60.00 X 167423 0 20006 Barbara Maida-Stolle EVP 55.00 X 167085 0 19490 Willian Carson SVP 60.00 X 164294 0 20855 Paulette Griffith SVP 46.00 X 157139 0 22716 LaRita Barber SVP 55.00 X 166511 0 12399 Mia Hines VP 55.00 X 130358 0 17363 Michael Whitener VP 55.00 X 125241 0 14760 1729624 0 209981 21 0 1 0 FOOD LION INC SERVICE GROUP LLC POBOX 198135 ATLANTA GA 30384 RENTal of real property 240579 GOODWILL POPLAR CROSSING LLC 711 CENTRAL AVENUE CHARLOTTE NC 28204 RENTal of real property 234000 BRUCE C JENNER 19706 ONE NORMAN BLD CORNELIUS NC 28031 RENTal of real property 210000 MRD DEVELOPMENT LLC POBOX 936 ALBEMARLE NC 28002 RENTal of real property 192000 VERNON L FAIRCLOTH JR 1012 EAST BLVD CHARLOTTE NC 28203 RENTal of real property 176000 13 27575 730979 13995992 12014122 14754546 RETAIL PROGRAM 453310 29987817 29987817 GOODWORK STAFFING 624310 6481512 6481512 ENVIRONMENTAL ENTERPRISES 624310 2055346 1334951 720395 WORKFORCE DEVELOPMENT 624310 79029 79029 OTHER BUSINESS VENTURES 624310 16248 16248 38619952 241828 241828 155103 7353 169504 0 -14401 7353 -7048 -7048 94500 27575 83474 11026 11026 OTHER INCOME 624310 171780 171780 171780 53792084 38071337 720395 245806 15236 15236 5611 5611 1279400 507208 772192 28228417 26204689 1638718 385010 945607 835874 100470 9263 2860668 2634973 206525 19170 3291124 3005814 249122 36188 21891 17405 4486 61381 1545 59836 60000 60000 2263868 1827414 262846 173608 3600302 3333248 117170 149884 5225289 5193398 31891 600966 577481 19763 3722 145096 104393 40703 2727755 2402014 283548 42193 EQUIPMENT RENTAL & MAIN 722578 706545 14241 1792 MEMBERSHIP DUES AND SUP 193995 6530 178574 8891 MISCELLANEOUS 124245 114014 3726 6505 AWARDS AND RECOGNITION 72009 28590 41934 1485 52445438 47521982 4025745 897711 59127 75465 11181913 9532580 2916759 3279440 2004927 1930248 5000000 3495506 3644086 449707 716922 57702952 22162560 25472447 35540392 8333488 8420037 343101 860092 54256975 68999262 3748932 5857052 204904 222605 12600060 23933606 522090 572444 17075986 30585707 X 30551079 31003124 6629910 7410431 37180989 38413555 54256975 68999262 X 1346646 -90695 -23385 X 0 1 X 1 0 X 15663326 14363049 18052926 18043647 14754546 80877494 15663326 14363049 18052926 18043647 14754546 80877494 3489120 77388374 254434 274679 231888 221658 241828 1224487 71311 1202501 40008 122485 284846 1721151 83823132 216064629 0.92320 0.91500 X Schedule A, Part II, Line 10, Explanation of Other Income: TAX REFUNDS COMMISIONS CASH OVERAGE/SHORTAGE MISC REVENUES - 2011 Amount: $ 71,311. 2012 Amount: $ 217,062. 2013 Amount: $ 40,008. 2014 Amount: $ 122,485. 2015 Amount: $ 284,846. insurance proceeds - 2012 Amount: $ 985,439. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11678861 11678861 18006933 8644443 9362490 1558167 1149680 408487 26458991 12368437 14090554 35540392 Corporate Bonds 1235642 F COLLATERIZED MORTGAGE OBLIGATIONS 2700 F MUTUAL FUNDS 7170010 F Equities 11685 F 8420037 Deferred Compensation 572444 572444 X Part X, Line 2: Goodwill is exempt from federal income taxes under the Internal Revenue Code Section 501(c)(3). Management evaluated Goodwill's tax positions and concluded that Goodwill had taken no uncertain tax positions that require adjustment to the financial statements. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. Goodwill believes it is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for tax years prior to 2012. X X X X X X X 1 lockman-brooks marketing services 6135 park south drive ste 510 CHARLOTTE NC 28210 close out capital campaign effort 0 219000 60000 159000 219000 60000 159000 NC Cornerstone 122075 27575 94500 300 28568 54606 122075 27575 94500 300 28568 54606 83474 11026 Schedule G, Part II, Revenue The cornerstone luncheon does not charge a ticket price to attend. Any one in the community is welcomed to attend. To cover the cost of the event, Goodwill sought for table sponsors. The gross income on line 3 represents the total amount from the table sponsors. The contribution amount on line 2 represents the contribution made by the attendees. 1 charlotte family housing 300 hawthorne lane charlotte NC 28204 581599120 501(c)(3) 10236 Cars for Work Vehicle matches KIPP ACADEMY CHARLOTTE 931 WILANN DRIVE CHARLOTTE NC 28215 205664061 501(c)(3) 5000 SPONSORSHIP 2 0 VOUCHERS, ASSISTANCE FOR RENT PAYMENT, ETC 147 5611 Part I, Line 2: CHARLOTTE FAMILY HOUSING PROVIDES A QUARTERLY BREAKDOWN OF TRANSPORTATION NEEDS, VENDORS USED, AND PARTICIPANTS WHO RECEIVED THE FUNDING. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Michael Elder PRESIDENT/CEO 303584 0 19608 0 7247 0 33068 0 6983 0 370490 0 0 0 Anne N Ibekwe VP 148313 0 0 0 0 0 11231 0 6971 0 166515 0 0 0 Gary Barrett SVP 172721 0 100 0 0 0 17164 0 6975 0 196960 0 0 0 Christopher Jackson EVP 167423 0 0 0 0 0 13031 0 6975 0 187429 0 0 0 Barbara Maida-Stolle EVP 167085 0 0 0 0 0 12515 0 6975 0 186575 0 0 0 Willian Carson SVP 164294 0 0 0 0 0 13880 0 6975 0 185149 0 0 0 Paulette Griffith SVP 157139 0 0 0 0 0 15741 0 6975 0 179855 0 0 0 LaRita Barber SVP 166511 0 0 0 0 0 12292 0 107 0 178910 0 0 0 X 11959122 sales price X 35 55000 sales price 0 0 0 1 Part I, Line 32b: Goodwill has an agreement with a third party known as National Charity Services, Inc. They provide a full 24/7 call center that manages all related issues with donated vehicles. Their responsibilities include preparing and filing form 1098-C. The amount shown on Schedule M is proceeds from the sale of the vehicles. Form 990, Part I, Line 1 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT (GISP) WAS ESTABLISHED IN 1965 AND IS PART OF A NETWORK OF 183 AUTONOMOUS, NON-PROFIT GOODWILL ORGANIZATIONS IN 14 COUNTRIES THAT MAKE UP GOODWILL INDUSTRIES INTERNATIONAL. THE MISSION OF GISP IS CHANGING LIVES THROUGH THE POWER OF WORK. OUR VISION IS THAT ALL PEOPLE IN OUR REGION HAVE THE OPPORTUNITY TO REACH THEIR FULL POTENTIAL BY ACHIEVING FAMILY SUSTAINING EMPLOYMENT. GISP SERVES 13 COUNTIES IN NORTH CAROLINA AND 5 COUNTIES IN SOUTH CAROLINA. THE ORGANIZATION CURRENTLY HAS SERVICES AND FACILITIES IN CABARRUS, CLEVELAND, GASTON, LINCOLN, MECKLENBURG AND UNION COUNTIES IN NORTH CAROLINA AND LANCASTER AND YORK COUNTIES IN SOUTH CAROLINA. GISP EMPLOYS 772 TEAM MEMBERS, ENGAGES OVER 275 VOLUNTEERS AND HAS AN ANNUAL OPERATING BUDGET OF APPROXIMATELY $51 MILLION. GOODWILL PROVIDES EMPLOYMENT SERVICES AND SUPPORTS TO ALLOW INDIVIDUALS AND FAMILIES TO GAIN THE SKILLS AND CONFIDENCE TO PURSUE CAREER OPPORTUNITIES THAT WILL PROVIDE LONG-TERM STABILITY. GOODWILL PROVIDES EMPLOYMENT, JOB TRAINING AND CAREER SERVICES IN THE FOLLOWING AREAS - OCCUPATIONAL SKILLS TRAINING FOR CAREERS IN CALL CENTERS AND CUSTOMER SERVICE, BANKING, HOSPITALITY AND CONSTRUCTION. GOODWILL OPERATES OR IS A PARTNER IN SIX JOB RESOURCE CENTERS LOCATED IN MECKLENBURG, CABARRUS, GASTON, LINCOLN AND CLEVELAND COUNTIES. THESE EMPLOYMENT RESOURCE CENTERS ASSIST INDIVIDUALS WITH ALL ASPECTS OF THE JOB SEARCH, INCLUDING JOB LEADS, RESUME WORKSHOPS, INTERVIEW SKILLS AND CAREER COUNSELING. GOODWILL SERVES AT-RISK YOUTH, FORMER OFFENDERS, PEOPLE WITH MENTAL OR EMOTIONAL DISABILITIES, UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS. GOODWILL IS A SUSTAINABLE SOCIAL ENTERPRISE, A JOB CREATOR, AND PROVIDES A POSITIVE SOCIAL RETURN TO THE COMMUNITY. Form 990, Part VI, Section A, line 6 The board of directors shall have the power and duties necessary or appropriate for the administration of the affairs of the organization. All power of the corporation, except those specified, granted, or reserved to the members by law, the articles of the incorporation or bylaws, shall be vested in the directors. Form 990, Part VI, Section A, line 7a The board of directors may elect additional members to the corporation; terms of and qualifications for such additional members shall be determined by the board of the directors. All members in good standing at the time of the annual meeting shall be eligible to vote in the election of the directors. The board of directors shall elect annually a chairman, vice-chairman, and secretary/treasurer of the corporation at their first meeting following the annual meeting of the membership. The president is elected by the board of directors of the corporation. The president does not have voting rights. A vacancy may be filled by the board of directors. A vacancy occurs when an elected director separates from the board, when the membership fails to elect a full slate of directors, or when a seat had been declared vacant due to excessive absences provided by the bylaws. Form 990, Part VI, Section B, line 11 Our tax preparers review the 990 with the audit committee, and answer any questions they may have. Each board member is then provided a copy of the 990 for review. Once the review is complete and there are no changes, the President/CEO will sign the form for submission to the IRS. Form 990, Part VI, Section B, line 12c The organization consistently monitors and enforces compliance with the conflict of interest policy by providing copies of the policy and procedures to all board members via the executive assistant and to all agency employees by the human resources department during new employee intake and annually, thereafter. Each person is required to review and sign the document, acknowledging their willingness to abide by this policy. These board members statements are filed in the executive assistant's office. Employee copies are filed in individual personnel files. In the event of a conflict during the year, that person will recuse himself/herself from all discussions and/or vote. Form 990, Part VI, Section B, line 15 The Board of Directors has the sole authority and responsibility for establishing and changing the total compensation and benefits of the president and total compensation ranges for other highly compensated positions (Vice Presidents). Applying the same pay philosophy that is utilized for all other employees in the organization, the board establishes and monitors the performance and total compensation of the president/CEO. The board is responsible for conducting an annual performance review of the president, at which time adjustment to total compensation may be considered. The board conducts an annual review of the salary ranges and benefits for all highly compensated positions (president and VP). The board reviews information on comparable salaries within Goodwill Industries International affiliates and other similarly situated organizations. Periodically, an outside consultant is engaged to assess the reasonableness, competitiveness and consistency with compensation "Best Practices" related to the total compensation for the president and the vice presidents and to make recommendations to the board. All compensation discussions are documented in the board meeting minutes. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S CURRENT ANNUAL REPORT AND 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE AND OTHER LINKS. OTHER DOCUMENTS OPEN TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN ALLOWANCE FOR DOUBTFUL CONTRIBUTIONS RECEIVABLE -23,385. goodwill opportunity campus llc PO BOX 668768 charlotte NC 28266 holds land and construction of new facility NC 0 15891953 goodwill industries of the southern piedmont inc