2015-05-11T13:05:29-05:00 2014-12-31 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2014-01-01 860104415 GOODWILL INDUSTRIES OF CENTRAL ARIZONA INC GOOD 6025354000 2626 W BERYL AVENUE PHOENIX AZ 85021 TANYA PERRY CFO CHIEF FINANCIAL OFFICER 6025354000 2015-05-07 1 AMY A O'LOUGHLIN P00869687 6022646835 2014 2016-02-25 16:41:14Z TIMOTHY O'NEAL 2626 W BERYL AVENUE PHOENIX AZ 85021 130682230 0 X WWW.GOODWILLAZ.ORG X 1947 AZ OUR MISSION IS TO SERVE PEOPLE WITH DISABILITIES OR PEOPLE WHO WOULD OTHERWISE FACE BARRIERS... OUR MISSION IS TO SERVE PEOPLE WITH DISABILITIES OR PEOPLE WHO WOULD OTHERWISE FACE BARRIERS TO ENTERING THE WORKFORCE. IN ADDITION TO RETAIL INITIATIVES, OUR PROGRAMS PROVIDE JOB SKILLS, TRAINING, EDUCATION, LIFE SKILLS, AND EMPLOYMENT SERVICES, AS WELL AS POST-EMPLOYMENT SUPPORT SERVICES. 15 14 5287 1270 0 0 3597684 4612482 113650278 122795918 -170972 319588 -28544 115333 117048446 127843321 196217 0 0 0 61860693 71527291 19200 0 328750 49724996 55818230 111801106 127345521 5247340 497800 69648713 68758337 38377943 36964330 31270770 31794007 X WE PUT PEOPLE TO WORK! GOODWILL INDUSTRIES OF CENTRAL ARIZONA IS ONE OF ARIZONA'S LEADING NON-PROFIT PROVIDERS OF EMPLOYMENT TRAINING, JOB PLACEMENT SERVICES AND OTHER CRITICAL COMMUNITY-BASED SERVICES FOR PEOPLE WHO HAVE A DISABILITY, PEOPLE WHO LACK EDUCATION OR JOB... WE PUT PEOPLE TO WORK! GOODWILL INDUSTRIES OF CENTRAL ARIZONA IS ONE OF ARIZONA'S LEADING NON-PROFIT PROVIDERS OF EMPLOYMENT TRAINING, JOB PLACEMENT SERVICES AND OTHER CRITICAL COMMUNITY-BASED SERVICES FOR PEOPLE WHO HAVE A DISABILITY, PEOPLE WHO LACK EDUCATION OR JOB EXPERIENCE, HOUSEHOLDS FACING ECONOMIC CHALLENGES, AND OTHERS IN NEED. 0 0 102436802 119874585 GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. HAS ONE SINGLE MISSION, WE PUT PEOPLE TO WORK! GOODWILL PROVIDES JOB TRAINING AND SUPPORT SERVICES TO INDIVIDUALS WHO HAVE A BARRIER TO EMPLOYMENT, WHICH CAN INCLUDE PHYSICAL, MENTAL, AGE, LANGUAGE, ECONOMIC STATUS, ETC. WE ACCOMPLISH THIS MISSION THROUGH THE RESALE OF DONATED GOODS IN OUR 62 STORES THROUGHOUT THE PHOENIX METROPOLITAN, YUMA AND PRESCOTT AREAS. IN 2014, GOODWILL HAD MORE THAN 8,047,000 TRANSACTIONS IN OUR STORES AND 1,783,247 DONATION INSTANCES. OUR RETAIL INITIATIVE ALSO EMPLOYS THOUSANDS OF PEOPLE AND DIVERTED 100 MILLION POUNDS OF MATERIAL FROM DIRECTLY ENTERING ARIZONA LANDFILLS LAST YEAR. MATERIAL AND CASH DONATIONS FROM THE COMMUNITY MAKE IT POSSIBLE FOR GOODWILL TO PROVIDE A "HAND UP" TO ARIZONIANS WHO WANT TO PREPARE FOR AND FIND WORK. GOODWILL THEN SELLS THOSE MATERIAL DONATIONS IN OUR STORES AND TURNS THEM INTO DOLLARS THAT HELP THE UNSKILLED BECOME SKILLED AND THE DEPENDENT MOVE TOWARD INDEPENDENCE. 8887780 402403 GOODWILL USES ITS WORKFORCE DEVELOPMENT PROGRAMS TO CONTINUE ITS MISSION WORK OF PUTTING PEOPLE TO WORK BY PROVIDING JOB TRAINING AND SUPPORT TO INDIVIDUALS WITH A BARRIER TO EMPLOYMENT. IN 2014, GOODWILL'S WORKFORCE DEVELOPMENT TEAM PROVIDED SERVICES FOR 74,881 INDIVIDUALS AND ACHIEVED 44,685 JOB PLACEMENTS THROUGHOUT CENTRAL ARIZONA. FURTHERMORE, OUR CAREER CENTERS REGISTERED 183,895 VISITS FROM INDIVIDUALS LOOKING FOR ASSISTANCE WITH JOB TRAINING AND EDUCATIONAL OPPORTUNITIES. GOODWILL'S EMPLOYMENT AND TRAINING SERVICES HELP UNEMPLOYED OR UNDER-EMPLOYED INDIVIDUALS GAIN THE CONFIDENCE, QUALIFICATIONS AND ABILITY TO COMPETE IN TODAY'S LABOR MARKET. SERVICES ARE AVAILABLE IN SHORT AND LONG-TERM FORMATS AS APPROPRIATE AND ARE PROVIDED AT NO COST TO THE JOB SEEKER. 3223520 2606610 GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. CREATES EMPLOYMENT AND JOB TRAINING OPPORTUNITIES FOR PEOPLE WHO FACE BARRIERS TO EMPLOYMENT BY PROVIDING CONTRACT WORK FOR BUSINESSES; STATE AND LOCAL GOVERNMENT; AND OTHER COMMUNITY PARTNERS. THESE CONTRACTS OFFER OPPORTUNITIES IN A VARIETY OF WORK EXPERIENCE AND TRAINING ENVIRONMENTS SUCH AS CUSTODIAL SERVICES, COMMERCIAL MAINTENANCE, GROUNDS KEEPING AND LANDSCAPING. 114548102 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 346 0 1 5287 1 0 0 0 0 0 1 1 0 0 0 1 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AZ X JUDY STITH CPA CONTROLLER 6025354225 2626 W BERYL AVENUE PHOENIX AZ 85021 JAMES TETER PRESIDENT & CEO 50.00 5.00 X X 466677 0 23558 TIMOTHY O'NEAL PRESIDENT & CEO 50.00 1.00 X X 352098 0 17908 DR EDWARD OXFORD CHAIR 5.00 X X 0 0 0 JACK MILLIGAN CHAIR 5.00 X X 0 0 0 TOM FREEZE TREASURER 5.00 X X 0 0 0 WILLIAM FISCHBACH SECRETARY 5.00 X X 0 0 0 JEFF BELL DIRECTOR 3.00 X 0 0 0 REBECCA BROOKSON DIRECTOR 2.00 X 0 0 0 PATRICK DINKEL DIRECTOR 2.00 X 0 0 0 MEG DELBROCCO DIRECTOR 2.00 X 0 0 0 DR VICTORIA JONES DIRECTOR 2.00 X 0 0 0 STEVE KEDZIOR DIRECTOR 2.00 X 0 0 0 CHRIS KOZIOL DIRECTOR 2.00 X 0 0 0 PAULINA VAZQUEZ-MORRIS DIRECTOR 2.00 X 0 0 0 DR VICTORIA JONES DIRECTOR 2.00 X 0 0 0 RACHAEL MONTOYA DIRECTOR 2.00 X 0 0 0 JIM MULLIGAN DIRECTOR 3.00 X 0 0 0 TANYA PERRY CHIEF FINANCIAL OFFICER 50.00 1.00 X 276790 0 23958 NOBUMICHI HARA SENIOR VP OF HUMAN CAPITAL 50.00 X 222281 0 29162 JACKIE HALLEEN SENIOR VP OF RETAIL OPERATIONS 50.00 X 209451 0 26201 RICHMOND VINCENT JR VP OF WORKFORCE DEVELOPMENT 50.00 X 172468 0 26260 KIM RYDER VP OF REAL ESTATE AND COMMERCIAL SERVICES 50.00 1.00 X 173228 0 19407 NEIL GOODRICH CIO 50.00 X 195871 0 19987 JOHN STODDARD VP OF RETAIL OPERATIONS 50.00 X 137656 0 27608 DOLAN LEVEEN VP OF OPERATIONAL RISK MANAGEMENT 50.00 X 137984 0 16306 JUDY STITH CONTROLLER 50.00 X 145542 0 22742 SHEILA KEITEL DIRECTOR OF TALENT DEVELOPMENT 50.00 X 126217 0 22073 ROBERT FRANKLIN DIRECTOR OF COMMERCIAL MAINT. 50.00 X 121600 0 26892 2737863 0 302062 19 0 1 0 WITHEY MORRIS PLC 2525 E ARIZONA BILTMORE CIRCLE SUI PHOENIX AZ 85016 LEGAL 571785 COX MEDIA 2020 N CENTRAL AVENUE SUITE 400 PHOENIX AZ 85004 ADVERTISING 309236 BLUE MEDIA PRODUCTIONS LLC 8920 S MCKEMY ST TEMPE AZ 85284 ADVERTISING 162239 OGLETREE DEAKINS NASH SMOAK & STEWART 50 INTERNATIONAL DR SUITE 200 GREENVILLE SC 29615 LEGAL 122508 4 398425 1061342 3152715 851975 4612482 THRIFT OPERATIONS 453310 119874585 119874585 COMM. SVS CONTRACTS 900099 2606610 2606610 WORKFORCE DEVELOPMENT 561300 314723 314723 122795918 151622 151622 1442463 1380403 1414658 1240242 27805 140161 167966 167966 146803 398425 184009 -37206 -37206 JOB FAIR 561300 87680 87680 OTHER 900099 64859 64859 152539 127843321 122883598 0 347241 1699765 381919 1317846 58305141 52799505 5335867 169769 550294 387456 160758 2080 5249926 4586098 647869 15959 5722165 5208070 497374 16721 731086 590776 140310 51575 51575 29562 29562 2078191 1010079 1067759 353 2596703 2357342 188092 51269 1087705 802953 272763 11989 475385 35661 432409 7315 27395675 27448142 -63417 10950 372984 277707 91055 4222 290288 149970 137322 2996 1907886 1711447 193539 2900 230726 190188 39434 1104 6088053 4736286 1351591 176 742501 685472 57029 NEW AND DONATED GOODS I 4660000 4660000 VEHICLE EXPENSES 2172905 2157304 15601 SUPPLIES 1941463 1754686 183074 3703 EQUIPMENT MAINTENANCE 1458695 1379720 78953 22 1506847 1237321 242304 27222 127345521 114548102 12468669 328750 18808996 7858217 333753 549579 2302688 1488775 5991412 6371701 830420 980042 64419389 23967072 38760920 40452317 420850 9963150 0 0 628469 699029 107004 99294 1464201 296233 69648713 68758337 8133881 6870802 311611 151286 4024387 3644163 8321540 6928701 17586524 19369378 38377943 36964330 X 30910271 31428777 66297 68997 294202 296233 31270770 31794007 69648713 68758337 X 497800 -60801 86238 X 0 1 X 1 1 1 X 24493027 27811416 33148281 42547944 47045025 175045693 866875 866875 24493027 28678291 33148281 42547944 47045025 175912568 175912568 17187 1024 3892 31112 175302 228517 67683 239003 51607 114533 152539 625365 176766450 496095813 0.99520 0.99450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2010 AMOUNT: $ 67,683. 2011 AMOUNT: $ 239,003. 2012 AMOUNT: $ 51,607. 2013 AMOUNT: $ 114,533. 2014 AMOUNT: $ 152,539. SCHEDULE A, PART II, LINE 10 THE ORGANIZATION DOES NOT ASSIGN A VALUE TO THE DONATIONS OF THRIFT ITEMS THAT IT RECEIVES. IF IT DID, THE VALUE OF THOSE DONATIONS ON AN ANNUAL BASIS WOULD BE APPROXIMATELY $42,432,543 . THIS AMOUNT IS INCLUDED IN PART II, SECTION A, LINE 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 294202 2031 296233 270597 23605 294202 248242 22355 270597 258008 -9766 248242 246174 11834 258008 0.00000 1.00000 0.00000 1 0 5766351 5766351 35709115 10561818 25147297 21401546 12740894 8660652 1542377 664360 878017 40452317 INTEREST RATE SWAP 445468 DEFERRED RENT PAYABLE 16382848 DUE TO AFFILIATE - GOODWILL COMMUNITY SERVICES 2541062 19369378 X 129626211 -60801 61649 1811605 1812453 127813758 29563 29563 127843321 128905666 61649 1528058 1589707 127315959 29562 29562 127345521 PART V, LINE 4: THE INCOME FROM THE ORGANIZATION'S ENDOWMENT IS USED TO HELP FUND PROGRAMS. PART X, LINE 2: GOODWILL EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSION WITH OUTSIDE EXPERTS. MANAGEMENT DOES NOT BELIEVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES - GOODWILL COMMUNITY SERVICES 1,725,366. CHANGE IN VALUE OF BENEFICIAL INTEREST 2,031. CHANGE IN VALUE OF INTEREST RATE SWAP 84,208. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES INCLUDED IN INCOME 29,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES - GOODWILL COMMUNITY SERVICES 1,528,058. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES INCLUDED IN INCOME 29,562. EVENING OF GOODWILL DINNER 545228 398425 146803 27608 14701 87917 10204 43579 545228 398425 146803 27608 14701 87917 10204 43579 184009 -37206 X X X X X X 1 1 0 0 0 0 0 1 0 JAMES TETER PRESIDENT & CEO 351977 0 114700 0 0 0 4533 0 19025 0 490235 0 0 0 TIMOTHY O'NEAL PRESIDENT & CEO 283802 0 68296 0 0 0 0 0 17908 0 370006 0 0 0 TANYA PERRY CHIEF FINANCIAL OFFICER 228007 0 48783 0 0 0 15920 0 8038 0 300748 0 0 0 NOBUMICHI HARA SENIOR VP OF HUMAN CAPITAL 185749 0 36532 0 0 0 15200 0 13962 0 251443 0 0 0 JACKIE HALLEEN SENIOR VP OF RETAIL OPERATIONS 177251 0 32200 0 0 0 12360 0 13841 0 235652 0 0 0 RICHMOND VINCENT JR VP OF WORKFORCE DEVELOPMENT 144420 0 28048 0 0 0 8305 0 17955 0 198728 0 0 0 KIM RYDER VP OF REAL ESTATE AND COMMERCIAL SER 152113 0 21115 0 0 0 11971 0 7436 0 192635 0 0 0 NEIL GOODRICH CIO 141707 0 32348 0 21816 0 8262 0 11725 0 215858 0 0 0 JOHN STODDARD VP OF RETAIL OPERATIONS 120168 0 17488 0 0 0 9999 0 17609 0 165264 0 0 0 DOLAN LEVEEN VP OF OPERATIONAL RISK MANAGEMENT 114467 0 23517 0 0 0 3122 0 13184 0 154290 0 0 0 JUDY STITH CONTROLLER 126014 0 19528 0 0 0 9887 0 12855 0 168284 0 0 0 PART I, LINES 4A-B GOODWILL PAID NEIL GOODRICH, CIO, $18,600 IN SERVERANCE PAY IN 2014. GOODWILL PROVIDES A 457(F) PLAN WHICH IS OPEN ONLY TO ITS CEO. THE PLAN IS FULLY FUNDED BY GOODWILL AS PART OF AN EMPLOYMENT AFREEMENT PROVIDING ADDITIONAL RETIREMENT BENEFITS FOR THE CEO. NO EMPLOYEE CONTRIBUTIONS MAY BE MADE UNDER THIS PLAN AND THERE IS NO LIMIT TO THE AMOUNT CONTRIBUTED BY GOODWILL. $48,050 WAS CONTRIBUTED IN 2014. PART I, LINE 7 DISCRETIONARY INCENTIVE COMPENSATION IN 2014 WAS PROVIDED AS A RESULT OF MEETING SPECIFIC PERFORMANCE METRICS AND OBJECTIVES. THIS INCENTIVE PAY WAS AUTHORIZED AND APPROVED BY THE GOODWILL OF CENTRAL ARIZONA BOARD OF DIRECTORS (COMPENSATION COMMITTEE). A INDUST DEVELOP AUTH CITY OF SOMERTON AZ 810620931 2005-12-01 9025000 CONSTRUCTION 0 0 0 A 352999 9025000 9025000 2008 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 A 0 0 1 0 0 1 BANK OF AMERICA 15.000000000000 0 0 0 0 0 A 0 X SEE PAGE 2 X 51 75813 FMW X 1 776162 FMV 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY VENDOR TO PROCESS AND SELL THE DONATED VEHICLES. PART I, LINE 33: GOODWILL INDUSTRIES OF CENTRAL ARIZONA DOES NOT ASSIGN A VALUE TO DONATIONS OF THRIFT ITEMS IT RECEIVES. IF IT DID, THE VALUE OF THOSE DONATIONS ON AN ANNUAL BASIS WOULD APPROXIMATE $42,432,543 (ANNUAL SALES LESS COST OF GOODS SOLD) FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM AND THE EXECUTIVE STAFF OF THE ORGANIZATION. THE RETURN IS PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION REPORTING ANY CONFLICTS. KEY EMPLOYEES AND OTHER MEMBERS OF THE MANAGEMENT TEAM ARE REQUIRED BY THE EMPLOYEE HANDBOOK TO IMMEDIATELY REPORT ANY CONFLICT OF INTEREST TO THEIR MANAGER. THEIR OBLIGATION IS REINFORCED BY A SIGNED COMMITMENT TO THE ORGANIZATION'S ETHICS POLICY, WHICH INCLUDES PROHIBITION OF INTEREST CONFLICTS. COMPLIANCE IS MONITORED ON AN ON-GOING BASIS. IN ADDITION, ALL NEW VENDORS ARE SCREENED FOR ANY POTENTIAL CONFLICTS. ALL NEW AND RENEWAL CONTRACTS FOR THE PURCHASE OF GOODS OR SERVICES ARE REVIEWED BY THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ANALYZING, REVIEWING AND SETTING THE COMPENSATION FOR THE CEO AND OTHER OFFICERS ANNUALLY. THE COMPENSATION COMMITTEE UTILIZES A SEPARATE, INDEPENDENT AND OUTSIDE COMPENSATION CONSULTANT WHO COMPARES INTERNAL EXECUTIVE COMPENSATION (BOTH DIRECT AND INDIRECT) WITH DATA FROM VARIOUS LOCAL AND NATIONAL SOURCES FOR SIMILAR POSITIONS AND LEVELS OF RESPONSIBILITY. THE INDEPENDENT CONSULTANT THEN MAKES RECOMMENDATIONS TO THE COMMITTEE WHICH IS FREE TO USE OR AMEND IN ACCORDANCE WITH ITS' OWN JUDGMENT OF LOCAL AND OTHER MARKET-BASED FACTORS. ALL SUCH DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. NO MEMBER OF THE BOARD OF DIRECTORS WHO HAS A CONFLICT OF INTEREST PARTIPIPATES IN THE COMPENSATION DELIBERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, ITS BYLAWS AND ANY RELATED AMENDMENTS, ITS CONFLICT OF INTEREST POLICY, ITS ANNUAL REPORT AND ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 2,031. CHANGE IN VALUE OF INTEREST RATE SWAP 84,207. GOODWILL COMMUNITY SERVICES 2626 W BERYL AVE PHOENIX AZ 85021 860813590 WORK PROGRAMS AZ 501(C)(3) 11-1 GICA 1 GOODWILL INDUSTOF CENTRAL AZ FOUNDATION 2626 W BERYL AVE PHOENIX AZ 85021 860813587 FOUNDATION AZ 501(C)(3) 11-1 GICA 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0