2015-07-08T14:57:38-05:00 2014-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2014-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC % TAMARA T JUNG GOOD 4148474200 5400 SOUTH 60TH STREET Suite GREENDALE WI 53129 CHARLES J STADLER SR VP & COO 4148474200 2015-07-02 true Michelle L Weber P00556798 4148474200 2014 2016-02-25 16:41:14Z X JACQUELINE L HALLBERG 5400 SOUTH 60TH STREET GREENDALE WI 53129 146594288 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 17 6689 565 4207304 -441958 43223217 41359590 65284369 69490873 -114424 122739 1147314 2149304 109540476 113122506 2323737 2191723 0 0 79353242 86549725 0 44918 309217 13643859 15510114 95320838 104296480 14219638 8826026 132632059 155250808 51790596 65582348 80841463 89668460 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 54756367 2191723 28599921 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 2014, the Mission Services programs of Goodwill provided services to 57,294 individuals and placed people into 6,348 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 approximately 300 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. Goodwill is in the process of developing a Manufacturing Institute, which will help meet the needs of local employers and secure participants entry-level jobs in manufacturing. Other training programs include ex-offender job re-entry and urban outreach in the Kenosha area. In 2014, Goodwill Workforce Development Training programs served 2,912 individuals. Employment Services In 2014, Goodwill provided Employment Services to more than 25,000 individuals in Southeastern Wisconsin. These services include community and supported employment, evaluation services, job placement, mentoring, internships, and skills training. During 2014, 2,204 people were served via employment services, 340 through supported employment, and 174 through vocational evaluation. Goodwill operated four Workforce Connection Centers during 2014 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 more than 16,200 people in 2014. Similar Goodwill-operated centers in Racine and Kenosha served an additional 6,128 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 2014, Work Services provided services to 444 individuals with disabilities at two facilities in Milwaukee County. Workforce Development Supports In 2014, Goodwill provided Workforce Development Supports for 5,554 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 2014 to more than 23,000 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. Five 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. During 2014, 304 individuals were served by Goodwill's Day Service 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, the Shopping and Errand Service, 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 people who have physical or developmental disabilities or are frail elders. During 2014, Goodwill's Home Delivered Meals and Meal Site programs served Milwaukee County senior citizens with nearly 307,500 meals delivered to their homes and more than 115,200 meals served at 11 congregate meal sites. The Shopping and Errand Program provided seniors with 1,093 specialized shopping trips. In addition to these supportive services, Community Services provided employment opportunities for 27 adults age 60 or older, as well as volunteer opportunities for more than 170 older adults. 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 2014, 5,287 people in the Kenosha area received assistance from the Holiday House program, which provides winter coats, toys, and Thanksgiving and Christmas 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 2014, Goodwill TalentBridge issued 3,889 W-2s and paid $13.7 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. 39012828 41716075 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 2014, Goodwill Great Lakes served 8.4 million meals to U.S. Navy Sailors and recruits. At the end of 2014, Goodwill Great Lakes employed 843 people, 615 of whom were people with significant 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 2014, Goodwill Great Lakes worked in collaboration with more than 25 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 a Workforce Development Center that serves Goodwill participants, existing and potential employees, and Navy staff and family members. 93769195 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 true true true true false false false true true true true false false true 163 0 true 6689 true true true false false false false true true false false false false X 21 17 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 0.0 X 0 0 0 Jacqueline M Bowles Director 2.0 0.0 X 0 0 Juan M Carrasquillo Director 2.0 0.0 X 0 0 Mary Dowell Director 2.0 0.0 X 0 0 Karen G Duffy Director 2.0 1.0 X John Dziewa Director 2.0 X Laura Gough Director 2.0 X Robert J Klug Second Vice Chair 2.0 1.0 X X David Marcus Director 2.0 X Michelle I Mason Director 2.0 1.0 X Timothy Mattke Treasurer 2.0 1.0 X X Dennis J McNally SECRETARY 2.0 1.0 X X Richard A Meeusen Board Chair 2.0 X X Arthur Phillips Director 2.0 X Thomas V Richtman Director 2.0 1.0 X Kenneth Riesch First Vice Chair - Thru 6/2014 2.0 X X Anthony Ross Director - As of 2/2014 2.0 X Mason Ross Director 2.0 X Thomas R Savage Director 2.0 X Irene Sudac Director 2.0 1.0 X CARL E VANDER WILT DIRECTOR 2.0 1.0 X Charlie Wright Jr Director 2.0 X JACQUELINE L HALLBERG President & CEO 40.0 8.0 X 477269 37580 Charles J Stadler SR VP & COO 40.0 6.0 X 307267 40269 Joan Farrell VP / ASST SECRETARY 40.0 8.0 X 224825 28135 Dorothy Wilson SR VP - Mission Services 40.0 2.0 X 276065 27621 Tamara Jung VP & CFO 40.0 6.0 X 186882 27504 Patricia A Boelter-Mundt VICE PRESIDENT 40.0 X 232067 34780 STEVEN J LOOS VICE PRESIDENT 40.0 X 211427 26000 ROBERT SCHNEEBERG VICE PRESIDENT 40.0 X 187509 27648 Dwight Ferguson Vice President 40.0 X 185865 15176 MICHAEL MATUS VICE PRESIDENT 40.0 X 185332 26614 2474508 0 291327 33 false true false Great Lakes Resources Inc 702 E Washington MADISON WI 53701 Temp Staffing Agency 4611430 JH FINDORFF SON INC 300 SOUTH BEDFORD STREET MADISON WI 53703 CONSTRUCTION SERVICE 2344356 OTT DEVELOPMENT INC 2100 PEWAUKEE ROAD E WAUKESHA WI 53188 Construction Service 1386957 ENGLEWOOD CONTRUCTION INC 80 MAIN STREET LEMONT IL 60439 Construction Service 1321193 JM BRENNAN INC 2101 W ST PAUL AVENUE MILWAUKEE WI 53233 Construction Service 1119042 24 X 175079 21906183 18035690 1242638 27013 41359590 PARTICIPANT PROGRAMS AND SERVICES 624100 27774798 24096502 3678296 GREAT LAKES PROGRAM AND SERVICES 561499 41716075 41716075 69490873 114491 114491 0 0 593073 111195 481878 0 481878 481878 8248 0 8248 8248 8248 248148 175079 251249 -3101 -3101 5308 2207 3101 3101 33788607 33107131 681476 681476 INTERCOMPANY ADMINISTRATION SERVICES 561000 529008 529008 CAFETERIA 561499 287637 287637 INTERCOMPANY INTEREST 900003 25658 25658 143647 143647 985950 113122506 66637700 4207304 917912 X 1808449 1808449 383274 383274 0 0 1712245 555059 1112268 44918 196493 196493 69477286 60338923 8956562 181801 1739028 1274932 451093 13003 6979345 5448811 1519056 11478 6490246 5818337 661155 10754 0 183554 136729 46825 147184 147184 42436 42436 0 0 9673890 5727700 3912289 33901 1498258 212180 1286078 4566897 4285423 274174 7300 1146606 302611 843995 0 4105164 1213826 2890738 600 2062236 1795642 266350 244 0 407091 143376 258497 5218 2382914 2138 2380776 0 2462212 378647 2083565 531043 356973 174070 ALLOCATED MANAGEMENT FEES -11737056 -11737056 ALLOCATED OCCUPANCY -1962315 3586165 -5548480 104296480 93769195 10218068 309217 0 0 17057934 16679639 136432 48393 9080634 9799294 0 0 0 0 0 0 1000518 1017217 1388049 1703565 177540989 61255783 95974584 116285206 0 0 0 0 0 0 0 0 7993908 9717494 132632059 155250808 14296593 19362285 0 0 3247 1194548 35960000 42117022 0 0 0 0 0 0 0 0 1530756 2908493 51790596 65582348 X 80377737 89171659 463726 496801 0 0 80841463 89668460 132632059 155250808 X 8826026 8304 -7333 X false true X true true true X 26408640 33490793 38763090 43223217 41359590 183245330 0 0 26408640 33490793 38763090 43223217 41359590 183245330 85280594 97964736 1448455 605882 925274 639475 733222 4352308 0 72034 161119 207137 232281 253456 926027 188523665 492493275 0.51964 0.45901 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 42436 false false 42436 false LOBBYING ACTIVITY DESCRIPTION SCHEDULE C, PART II-B, QUESTIONS 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. 31823356 31823356 108938126 44998806 63939320 18983252 14125537 4857715 17796255 2131440 15664815 116285206 BOND ISSUE COSTS 418081 INVESTMENT IN SUBSIDIARY 5242954 OTHER LONG TERM ASSETS 4056459 9717494 0 OBLIG. UNDER CAPITAL LEASES 180460 OTHER LIABILITIES 2728033 2908493 X 148663776 8304 597593 35497372 36103269 112560507 561999 561999 113122506 139842961 597593 35503554 36101147 103741814 554666 554666 104296480 Reconciliation of Revenue SCHEDULE D, PART XI Line 2(d) - Rental Expenses 111,195 Fundraising event expenses 251,249 Gaming Expenses 2,207 Cost of goods sold 33,107,131 Intercompany Contracted Services 777,809 Intercompany Temporary Help 1,247,781 ------------ Total 35,497,372 ============ Line 4(b) - Intercompany Interest 25,658 Intercompany Admin Services 529,008 Personal Property Transfer to / from Affiliate 7,333 ---------- Total 561,999 ========== Reconciliation of Expenses SCHEDULE D, PART XII Line 2(d) - Rental Expenses 111,195 Fundraising event expenses 251,249 Gaming Expenses 2,207 Cost of goods sold 33,107,131 Intercompany Contracted Services 777,809 Intercompany Elimination 1,247,781 Capitalized Donated Service 6,182 ------------ Total 35,503,554 ============ Line 4(b) - Intercompany Interest 25,658 Intercompany Admin Services 529,008 ---------- Total 554,666 ========== 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 Code. 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 2011 through 2014. Tax years open under state of Wisconsin and state of Illinois statutes include 2010 through 2014. RETRO EVENT 423227 175079 248148 251249 0 423227 175079 248148 251249 251249 -3101 true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 364455490 501(C)(3) 1808449 Grant - see form 990, part iii, line 4b. 1 MERCHANDISE VOUCHERS 10600 286454 FMV merchandise voucher CLOTHING FOR JOB INTERVIEWS 38 1799 FMV Clothing TRANSPORTATION FOR JOB INTERVIEWS 42 1232 FMV transportation STIPENDS FOR PROGRAM ACHIEVEMENTS 58 92901 PARTICIPANT INCENTIVES 7 61 FMV Miscellaneous JOB SEEKING MATERIALS 1 827 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 false false false true true true true false false JACQUELINE L HALLBERG President & CEO 361349 106791 9129 20050 17530 514849 0 Charles J Stadler SR VP & COO 240071 52836 14360 20050 20219 347536 0 Dorothy Wilson SR VP - Mission Services 226739 48582 744 20050 7571 303686 0 Patricia A Boelter-Mundt VICE PRESIDENT 188521 41866 1680 18037 16743 266847 0 Joan Farrell VP / ASST SECRETARY 183784 40075 966 17333 10802 252960 0 Tamara Jung VP & CFO 154333 32015 534 14180 13324 214386 0 STEVEN J LOOS VICE PRESIDENT 190967 19478 982 5840 20160 237427 0 ROBERT SCHNEEBERG VICE PRESIDENT 174230 10411 2868 14311 13337 215157 0 Dwight Ferguson Vice President 155070 29671 1124 13843 1333 201041 0 MICHAEL MATUS VICE PRESIDENT 151957 32239 1136 13334 13280 211946 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. 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 PART II, LINES 13 & 16D THE ORGANIZATION WAS ISSUED A BOND BUT FINAL DISTRIBUTION OF THE BOND WAS NOT FINALIZED BEFORE YEAR-END. THE PROJECT FOR WHICH THE BOND PROCEEDS WERE USED WAS COMPLETED 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 196493 entity paid wages false Bergengeria ENTITY W/ COMMON ODTKE 867016 services from bergengeria false us bank entity w/ common odtke 980400 interest and fees: us bank false Briggs and Stratton entity w/ common odtke 1012949 service to briggs and stratton false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, 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. X COMBI-OVEN 1 10000 FMV X Panels & Bins 1 9680 FMV X Equipment 1 7333 BOOK false true false Specific Assistance to Individuals PART IV, LINE 22 SPECIFIC ASSISTANCE TO INDIVIDUALS: $ 383,274 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 17, 2015 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on July 1, 2015, prior to filing of the Form 990. WRITTEN CONFLICT OF INTEREST POLICY PART VI-B, 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. Other Changes in Net Assets or Fund Balances Part XI, Line 9 Personal Property Transfer to / from Affiliate $7,333 Goodwill Talentbridge LLC 5400 SOUTH 60TH STREET GREENDALE WI 53129 271303707 staffing WI 18348801 -5907284 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 MANUFACTURING INC 5400 SOUTH 60TH STREET GREENDALE WI 53129 392040242 pkg & assemb WI GOODWILL SE WI C CORP -2724707 3377709 1.00000 true true true true false false false false false false true false true false true true true false false true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO A 7772 FMV GOODWILL MANUFACTURING INC A 25658 FMV GOODWILL RETAIL SERVICES INC A 1126669 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO B 1808449 FMV GOODWILL RETAIL SERVICES INC C 21898850 FMV GOODWILL RETAIL SERVICES INC J 2831485 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO L 484073 FMV GOODWILL RETAIL SERVICES INC L 10118542 FMV GOODWILL MANUFACTURING INC L 529008 FMV GOODWILL RETAIL SERVICES INC N 1989731 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO P 315331 FMV GOODWILL RETAIL SERVICES INC P 12758010 FMV GOODWILL MANUFACTURING INC P 938112 FMV GOODWILL RETAIL SERVICES INC S 50722787 FMV GOODWILL MANUFACTURING INC R 823717 FMV GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO S 3174891 FMV Sharing of Paid Employees Schedule O, 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.