2015-04-30T16:35:48-05:00 2014-06-30 860683059 BeachFleischman PC PO Box 64130 Tucson AZ 857284130 990 2013-07-01 860223401 Goodwill Industries of Southern Arizona Inc GOOD 5206235174 1940 East Silverlake Road No 405 Tucson AZ 857131950 Elizabeth Gulick President/CEO 5206235174 2015-04-30 1 Kelly L Meltzer CPA P00633511 5203214600 2013 2016-04-25 22:37:26Z Elizabeth Gulick 1940 East Silverlake Road No 405 Tucson AZ 857131950 25648419 0 X www.goodwilltucson.org X 1969 AZ GISA provides training, services and jobs for people with barriers to employment. 9 9 1008 143 54 54 1446081 1940813 88533 40056 9241 6385 20339144 22058766 21882999 24046020 0 0 0 0 12728228 14462000 0 0 12690 8690903 10229640 21419131 24691640 463868 -645620 9080440 8937355 3601339 4087354 5479101 4850001 X Our mission is to provide services, training and jobs to people with barriers to employment. 2014 activities: 24,600 units of service through Goodwill's six free Job Connection Centers. 4,737 individuals were served at the centers. (Continued at Schedule O.) 1,118 unemployed and dislocated individuals attended employment and computer training workshops. 3,944 community service hours were completed at Goodwill stores. 88 individuals received services through Goodwill's computer/customer service program. 74 young adults participated in a training and service learning program. 160 at-risk youth participated in our youth mentoring program. 188 youth were placed in paid work experience training. 208 employees received industry recognized training to help them move up the career ladder and add much needed skill sets to local companies. 683 Goodwill employees were served through the employee assistance program. GISA also provided 1,028 much needed jobs in the community. 0 0 19228722 22074341 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 1,028 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. $13,330,307 in income was earned in wages and benefits by adults trained or employed by Goodwill, supporting the local economy and dramatically reducing welfare assistance. 1,505,295 people benefitted from low-cost purchases in the 18 retail stores. 403,374 donors provided donated material goods. 24,300,000 pounds of goods were recycled and diverted from landfills. 2993818 24427 Goodwill Industries of Southern Arizona, Inc. provides educational training and support services to increase employability of individuals with barriers to employment through community-based facilities. 10,252 persons were served through these educational and training programs and 4,737 people were served at six Job Connection Centers located at the retail store sites. Other services include youth mentoring, training and work experience programs, and crisis intervention in partnership with other charities. 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, interview skills training, and referral to job openings. (Continued at Schedule O.) 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's Ready-To-Earn Computer/Customer Service Training is a program specifically designed to provide individuals with the entry-level skills needed for successful employment in Tucson's Call Center Industry with starting wages of $8.00 - $12.00 per hour. The Ready-To-Earn Training Program is highly respected by area employers and has won three national awards. This program is accredited under CARF-the Commission on Accreditation of Rehabilitation Facilities-Employment Skills Training and licensed by the Arizona Board for Private Postsecondary Education.Goodwill's Morse Job Opportunity Center provides paid work and sheltered employment services for adults with disabilities who are too severely disabled to work in other locations in the community. Goodwill's Job Opportunity Center provides these individuals with the protected/safe work environment in which they receive the support they need and "real pay for real work."The services provided through Goodwill's Job Opportunity Center are accredited under CARF-the Commission on Accreditation of Rehabilitation Facilities-Organizational Employment. Individuals participating in Goodwill's Job Opportunity Center must be referred and supported by the State of Arizona - Division of Development Disabilities (DES-DDD) or the State of Arizona - Rehabilitation Services Administration (DES-RSA). 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. 22222540 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 119 0 1 1008 1 1 1 0 0 0 0 0 0 0 0 1 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X Stephen Leon 5206235174 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 Humberto Astorga Member 1.00 X 0 0 0 Sylvia Lee PhD Member 1.00 X 0 0 0 Jim Zarling Member 1.00 X 0 0 0 Lorenzo Cotton Member at Large 1.00 X 0 0 0 Ron Robinette Immd Past Chair 1.00 X 0 0 0 Ben Burnside Chairman 1.00 X X 0 0 0 Jim Wertheimer Vice Chairman 1.00 X X 0 0 0 Ludwig Kuttner Secretary 1.00 X X 0 0 0 Dan Talerico Treasurer 1.00 X X 0 0 0 Suzanne Lawder President/CEO - See Sch J for Detail 50.00 X 458712 0 29914 Stephen Leon Director of Finance 50.00 X 76839 0 2755 Lisa Allen COO 50.00 X 144594 0 12946 680145 0 45615 2 0 1 0 ADP PO Box 84875 Boston MA 02284 Payroll Processing 199883 Hilton and Myers Advertising 3350 North Country Club Tucson AZ 85716 Advertising 164201 Siverado Technologies Inc 4601 East Ft Lowell Road Suite 10 Tucson AZ 85712 Information Technology 131964 A&G Custodial & Maintenance 4925 North Alicia Tucson AZ 85705 Custodial 126852 4 1746317 194496 1940813 Contract and custom work 624310 24427 24427 Miscellaneous 624310 15629 15629 40056 865 865 35280 171856 -136576 -136576 -136630 54 3858 5820 2397 1761 1461 4059 5520 5520 23621727 1426385 22195342 22195342 24046020 22098768 54 6385 685372 618643 66729 11615029 10483727 1131302 318228 215612 102616 694656 488143 206513 1148715 1055302 93413 30944 8744 21966 234 31985 31985 529732 179467 346308 3957 303419 247723 50831 4865 1375779 1306417 67548 1814 5710373 5677142 31703 1528 644352 582316 62036 43691 678 43013 140918 111098 29820 888160 758801 129359 Bank Service Charges 265797 252017 13780 Specific Assistance 159469 145656 13813 0 Other Expenses 105021 91054 13675 292 24691640 22222540 2456410 12690 1179113 492405 755657 1232370 366419 215604 21285 22417 575669 565560 467608 334646 12190846 6499821 5392184 5691025 213278 268384 73602 85358 35625 29586 9080440 8937355 1370419 1768410 30752 2101 1382351 1242876 817817 1073967 3601339 4087354 X 5332757 4725993 146344 124008 5479101 4850001 9080440 8937355 -645620 16520 0 X 0 1 X 1 1 1 X 1254348 958039 1109406 1446081 1940813 6708687 1254348 958039 1109406 1446081 1940813 6708687 435829 6272858 63183 63646 71373 21012 22550 241764 1107 54 1161 6951612 88639912 0.90240 0.85880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 24691640 24691640 1000000 250000 0 0 883941 1000000 1000000 1000000 3883941 5825912 5455 11038 5583 22076 220985 250000 250000 250000 970985 1456478 73602 3858 12357 3858 601 85358 69627 7497 2975 547 73602 74319 -1012 3158 522 69627 67262 14834 7227 550 74319 60601 6661 67262 1.00000 1 0 1701447 1701447 4176052 2724321 1451731 1895272 1182138 713134 2438566 1441499 997067 1979509 1151863 827646 5691025 Deferred compensation liability 235616 Funds held for others 31448 Deferred rent 806903 1073967 X 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, 2014 and 2013, 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 2011 for federal and 2010 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. X X X X X X 0 1 0 0 0 0 0 0 0 Suzanne Lawder President/CEO - See Sch J for Detail 219017 0 33800 0 205895 0 25597 0 4317 0 488626 0 0 0 Lisa Allen COO 122594 0 22000 0 0 0 4883 0 8063 0 157540 0 0 0 Part I, Line 4b After Tax Savings Suzanne Lawder has been employed by Goodwill Industries of Southern Arizona, Inc. (GISA) for 33 years. She has served in her current capacity as President and CEO for 28 years. She assumed the responsibility of President/CEO when GISA was faltering and on the verge of filing for bankruptcy. 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, under 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 Suzanne's current employment agreement. In fiscal year ended June 30, 2014, $18,000 was contributed to the 457(b) plan and $205,895 was contributed to the After Tax Savings Plan. X See Note at Part II X See Note at Part II X See Note at Part II X See Note at Part II X See Note at Part II 0 1 0 Part I, Line 33: 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. 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 financial statements are available upon request. The annual report is posted on the website. GIT Inc 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 860772824 Charitable AZ 501(c)(3) 9 Goodwill Industries of Southern Arizona Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0