2015-06-11T15:35:00-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 500 MARQUETTE NW SUITE 800 ALBUQUERQUE NM 87102 990 2014-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 MARY BEST PRESIDENT AND CEO 5058816401 2015-06-03 1 STEPHEN E LIVINGSTON CPA P00317845 5058428290 2014 2016-02-25 16:41:14Z MARY BEST 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 18933918 0 X WWW.GOODWILLNM.ORG X 1941 NM THE MISSION OF GOODWILL IS TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. 17 17 1165 17 0 0 2762073 3246763 16643346 15178252 88726 35072 153682 130683 19647827 18590770 326115 492435 0 0 11460053 11958998 0 0 141176 6300497 6635932 18086665 19087365 1561162 -496595 26292643 27283483 3500537 4963034 22792106 22320449 X THE MISSION OF GOODWILL IS TO PROVIDE SKILLS TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES FOR NEW MEXICANS. OUR VISION IS THAT NEW MEXICANS WILL HAVE THE OPPORTUNITY TO IMPROVE THEIR LIVES BY UTILIZING OUR SERVICES AND PARTNERSHIPS; GOODWILL IS ABLE TO FULFILL THE MISSION AND VISION BY OFFERING FREE SERVICES THROUGH 9 COMPREHENSIVE PROGRAMS. 1 1 16373481 492435 15197963 SEE SCHEDULE O 16373481 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 233 0 1 1165 1 0 0 0 0 0 0 0 0 0 1 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X TOM DOWNEY 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 GARY E HELLMER CHAIRPERSON 1.00 X X 0 0 0 JANE BUTEL FIRST VICE CHAIRPERSON 1.00 X X 0 0 0 STEPHEN R BYRD SECOND VICE CHAIRPERSON 1.00 X X 0 0 0 KIP LUNA DECEASED TREASURER 1.00 X X 0 0 0 ROBIN DOZIER OTTEN SECRETARY 1.00 X X 0 0 0 JAMES BABB DIRECTOR 1.00 X 0 0 0 NICOLE BRADY DIRECTOR 1.00 X 0 0 0 JULIENNE V BROWN DIRECTOR 1.00 X 0 0 0 JOHN FERGUSON DIRECTOR 1.00 X 0 0 0 BOB FUREY VICE-CHAIR FINANCE 1.00 X 0 0 0 SIDNEY GUTIERREZ DIRECTOR 1.00 X 0 0 0 STEPHEN INGRAM DIRECTOR 1.00 X 0 0 0 GARY KANIN DIRECTOR 1.00 X 0 0 0 MARK S PIKE DIRECTOR 1.00 X 0 0 0 CRAIG PROTZ DIRECTOR 1.00 X 0 0 0 RICK BACA DIRECTOR 1.00 X 0 0 0 TERRY CHRISTESSON DIRECTOR 1.00 X 0 0 0 MARY M BEST PRESIDENT AND CEO 40.00 X 197571 0 6916 TOM DOWNEY CHIEF FINANCIAL OFFICER 40.00 X 82802 0 108 SHAUNA O'CLEIREACHAIN CHIEF ADMINISTRATIVE OFFIC 40.00 X 123178 0 4366 JAMES WOOD GENERAL LEGAL COUNSEL 40.00 X 115375 0 3289 518926 0 14679 3 0 1 0 INSIGHT CONSTRUCTION PO BOX 6653 ALBUQUERQUE NM 87197 CONSTRUCTION 2038417 CALDWELL MEDIA LLC 4010 CARLILSE NE SUITE E ALBUQUERQUE NM 87107 MEDIA 203415 GOODWILL INDUSTRIES INTERNATIONAL PO BOX 791084 BALTIMORE MD 21279 MEMBER SERVICES 142055 MCELHENEY ARCHITECTS 9232 HILTON AVE ALBUQUERQUE NM 87111 ARCHTECTURAL SERVICES 119425 4 19247 2999952 227564 2499 3246763 RETAIL SALES 452000 11970359 11970359 SECONDARY MARKET SALES 453310 2560005 2560005 VOCATIONAL SERVICES 561300 647888 647888 15178252 17414 17414 110672 0 110672 110672 110672 357006 3800 335467 7681 21539 -3881 17658 17658 MISCELLANEOUS REVENUE 900099 20011 20011 20011 18590770 15198263 0 145744 X 492435 492435 414941 245734 127713 41494 9708005 8700754 1007251 31730 27198 4532 543284 435443 103688 4153 1261038 1079521 179897 1620 1318 1318 67472 67472 145580 69615 75965 305503 47113 167273 91117 332390 263864 66015 2511 1405832 1391293 14539 245415 223483 21932 97839 94097 3742 1372987 1065257 307730 TELEPHONE AND UTILITIES 680731 585685 95046 PURCHASED GOODS 423563 423563 VEHICLE 332208 317203 15005 MISCELLANEOUS 293538 223315 70172 51 931556 687908 243418 230 19087365 16373481 2572708 141176 5495231 4329825 3959004 3961996 247717 369238 202125 70715 1724466 971247 155709 229840 26528186 10340662 13333822 16187524 1113736 1163098 60833 0 26292643 27283483 1137872 1092595 133 21808 2351675 3827585 10857 21046 3500537 4963034 X 22792106 22320449 22792106 22320449 26292643 27283483 -496595 24938 0 X X 0 1 X 1 1 1 X 3015642 2674304 2716960 2762073 3246763 14415742 3015642 2674304 2716960 2762073 3246763 14415742 14415742 145781 116400 127262 123063 128086 640592 182715 96793 279508 15335842 76797986 0.94000 0.93550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3987309 3987309 15872107 5889790 9982317 121318 56031 65287 5604745 3854296 1750449 942707 540545 402162 16187524 WAGES PAYABLE 21046 21046 18615708 24938 24938 18590770 0 18590770 19087365 0 19087365 0 19087365 1 SPECIFIC ASSISTANCE 314 76105 BUS PASSES, UTLILITIES, CLOTHING, EYEGLASSES, TRAINING WORKSHOPS, ETC. RENTAL ASSISTANCE 621 416330 RENT PAID BY GINM ON BEHALF OF PERSONS SERVED. PART I, LINE 2: GRANTS ARE PROVIDED TO INDIVIDUALS PRIMARILY ELIGIBLE UNDER THE SSVF AND HVRP FEDERAL PROGRAMS, BUT, IN LIMITED CASES, MAY BE PROVIDED UNDER OTHER PROGRAMS. ELIGIBILITY IS DETERMINED BY THE CASE MANAGER AND MUST FOLLOW THE FULL APPROVAL PROCESS TYPICAL FOR ALL GENERAL DISBURSEMENTS WITH MULTIPLE LEVELS OF SIGNOFF AND APPROPRIATE SEGREGATION OF DUTIES. X X X X X 0 0 0 0 0 0 0 1 0 MARY M BEST PRESIDENT AND CEO 152021 0 35950 0 9600 0 5927 0 989 0 204487 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AND EXECUTIVE PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTAITON AND DELIBERATION OF THE DECISION. PART I, LINE 7 THE CEO IS ELIGIBLE FOR BONUSES BASED UPON MEETING GOALS SET BY THE BOARD. X SEE PART II X 1 2499 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS LISTED. PART I, LINE 33: GINM RECEIVES GENEROUS DONATIONS OF CLOTHES, FURNITURE AND OTHER HOUSEHOLD ITEMS FROM THE PUBLIC. THESE ITEMS ARE SOLD IN RETAIL STORES, THE CLEARANCE CORNER AND GOODBUYS LOCATIONS. DONATIONS THAT ARE NOT SOLD OR THAT ARE NOT FIT FOR SALE ARE RECYCLED AS THIS PROVIDES THE GREATEST DOLLAR VALUE TO BE EXTRACTED WHILE PROVIDING TRAINING OPPORTUNITIES AND THE ABILITY FOR GINM TO BE ENVIRONMENTALLY RESPONSIBLE. GINM DOES NOT RECORD THE REVENUE WHEN THE DONATIONS ARE RECEIVED BUT RECORDS REVENUES AS THE GOODS ARE SOLD OR RECYCLED. THESE REVENUES ARE REPORTED AS PROGRAM SERVICE REVENUES AND NOT AS NON-CASH CONTRIBUTION REVENUE IN PART VIII, LINE 1G OF THE FORM 990. GINM REPORTS THESE REVENUES IN THIS MANNER BECAUSE GINM BELIEVES THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONATED ITEMS TO FUFILL ITS MISSION OF PROVIDING SKILL TRAINING, JOB DEVELOPMENT AND SOCIAL SERVICES TO NEW MEXICANS. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AS PROGRAM SERVICE REVENUE AT THE TIME OF SALE IN THE STATEMENT OF REVENUES AND NOT AS NON-CASH DONATION REVENUE. FORM 990, PART III, LINE 2 GINM SIGNIFICANTLY EXPANDED THE GATEWAY TO WORK PROGRAM. THIS PROGRAM PROVIDES A PERSONALIZED PATH TO SUCCESS THAT FOCUSES ON THOSE WHO ARE READY, WILLING AND COMMITTED TO JOINING THE WORKFORCE. THE GOAL OF THIS PROGRAM IS TO ASSIST PARTICIPANTS IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT. FORM 990, PART III, LINE 3 EFFECTIVE JANUARY 2014, GINM CEASED PARTICIPATION IN THE HUD PATHWAYS TO HOMES PROGRAM. FORM 990, PART III, LINE 4A DURING 2014, GINM SERVED A TOTAL OF 11,503 INDIVIDUALS IN THESE PROGRAMS AND PLACED 1,009 OF THOSE INDIVIDUALS IN THE COMMUNITY. GINM HAS RETAIL STORES AND PROGRAM STAFF IN ALBUQUERQUE, BERNALILLO, RIO RANCHO, SANTA FE, GALLUP, FARMINGTON, ROSWELL AND CLOVIS AT WHICH DONATIONS OF NEW OR GENTLY USED ITEMS ARE ACCEPTED FROM THE PUBLIC. DONATIONS ARE PROCESSED AND SOLD IN GOODWILL STORES. ITEMS NOT SOLD ARE RECYCLED. REVENUE FROM STORES AND RECYCLING OPERATIONS FUNDS GOODWILL SERVICES IN ALL 33 COUNTIES OF NEW MEXICO. SPECIFIC PROGRAMS PROVIDED BY GINM INCLUDE THE FOLLOWING: * BRAIN INJURY CASE MANAGEMENT - A CRISIS-RELATED, SHORT TERM PROGRAM DESIGNED TO SERVE INDIVIDUALS WITH TRAUMATIC AND ACQUIRED BRAIN INJURIES BY ASSISTING PARTICIPANTS IN OBTAINING LONG-TERM SERVICES. ASSISTANCE INCLUDES, ASSISTIVE EQUIPMENT, INITIAL HOUSING COSTS, ENVIRONMENTAL MODIFICATIONS, RETROFIT OF AN AUTOMOBILE, HOMEMAKER SERVICES, RESPITE CARE, TRANSPORTATION TO RECEIVE BRAIN INJURY MEDICAL CARE, THERAPY SERVICES, PRESCRIPTION MEDICATIONS, LIFE SKILLS COACHING, SERVICE COORDINATION, CRISIS SUPPORT SERVICES, CASE MANAGEMENT, AND REFERRALS. * GATEWAY TO WORK - A PERSONALIZED PATH TO SUCCESS THAT FOCUSES ON THOSE WHO ARE READY, WILLING AND COMMITTED TO JOINING THE WORKFORCE. THE GOAL OF THIS PROGRAM IS TO ASSIST PARTICIPANTS IN SECURING LONG-TERM COMMUNITY BASED EMPLOYMENT. PARTICIPANTS WHO ENTER THE GATEWAY TO WORK PROGRAM ARE ENROLLED IN OUR EMPLOYMENT BASICS CLASS AND ASSIGNED TO A JOB DEVELOPER. THEY WORK WITH THEIR JOB DEVELOPER TO DISCOVER WHICH PATH THEY'D LIKE TO TAKE AND WHAT FIELD OF WORK THEY'D LIKE TO JOIN. FROM THERE THEY MAY ACCESS OTHER AVENUES OFFERED BY GOODWILL INCLUDING GOODJOBS, GOODSKILLS, TRANSITIONS AND TRIALWORKS. * GOODJOBS - DESIGNED TO HELP PEOPLE FIND LONG-TERM EMPLOYMENT IN THE COMMUNITY THAT MEETS THEIR NEEDS, ABILITIES AND INTERESTS. PROGRAM COMPONENTS INCLUDE JOB SEARCH SKILLS, RESUME WRITING, INTERVIEWING TECHNIQUES, EMPLOYER EXPECTATIONS, POST-EMPLOYMENT RETENTION SKILLS AND SUPPORT, AND PARTICIPATION IN TALENTABQ. * GOODSKILLS - COMPREHENSIVE JOB READINESS TRAINING, INCLUDING EMPLOYMENT BASICS (E.G., RESUME BUILDING, INTERVIEWING SKILLS, DRESSING FOR SUCCESS), FINANCIAL LITERACY (E.G., BANKING, BUDGETING, HOW TO READ AND UNDERSTAND PAYCHECK), COMPUTER LITERACY (E.G., INTERNET BASICS, INTRODUCTORY TRAINING IN MICROSOFT EXCEL AND MICROSOFT WORD) AND CUSTOMER SERVICE CLASSES (E.G., HOW TO GREET CUSTOMERS, ASSISTING WITH CUSTOMER QUESTIONS, NON-VERBAL COMMUNICATION, AND CULTURAL SENSITIVITY). * HOMELESS VETERANS' REINTEGRATION PROGRAM - FOCUSES ON PLACING HOMELESS VETERANS' IN LONG-TERM EMPLOYMENT AND PROVIDING SOCIAL SERVICES. SERVICES PROVIDED INCLUDE CLASSROOM TRAINING, JOB SEARCH ACTIVITIES, JOB PREPARATION, SUBSIDIZED TRIAL EMPLOYMENT, ON-THE-JOB TRAINING, JOB PLACEMENT, PLACEMENT FOLLOW-UP SERVICES, VOCATIONAL COUNSELING, CASE MANAGEMENT, REFERRALS, AND HOUSING ASSISTANCE. * SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM - PROVIDES LOW-INCOME SENIORS 55+ WITH WORK EXPERIENCE AND TRAINING IN ORDER TO ASSIST THEM IN SECURING PERMANENT COMMUNITY BASED EMPLOYMENT. IN ADDITION TO SUBSIDIZED TRAINING OPPORTUNITIES, THE PROGRAM PROVIDES JOB DEVELOPMENT AND PLACEMENT, JOB CLUBS, POST-PLACEMENT SUPPORT, DIRECT SERVICES TO EMPLOYERS, AND REFERRALS. * SUPPORTIVE SERVICES FOR VETERAN FAMILIES - HELPS STABILIZE HOUSING FOR VERY-LOW INCOME VETERANS AND THEIR FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. UNDER THIS PROGRAM, GINM ASSISTS WITH MOVE-IN COSTS, RENT AND PAST DUE RENT, SECURITY DEPOSITS, MOVING/STORAGE, UTILITIES AND PAST DUE UTILITIES, UTILITY DEPOSITS, CHILD CARE, EMERGENCY SUPPLIES, CASE MANAGEMENT, COMMUNITY REFERRALS, ASSISTANCE WITH VA AND OTHER PUBLIC BENEFITS. * TRANSITIONS - DESIGNED TO ASSESS SKILL AND WORK WITH THE INDIVIDUAL TO REFINE EXISTING SKILLS. PROGRAM COMPONENTS INCLUDE JOB DEVELOPMENT, SERVICE COORDINATION, SUPPORTED EMPLOYMENT, TRAINING CENTERS, JOB READINESS, JOB COACHING, POST-PLACEMENT SERVICES, SITUATIONAL ASSESSMENT PROGRAM, AND REFERRALS. * TRIALWORKS - TEMPORARY, PAID TRAINING IN RETAIL SKILLS AND GREEN SKILLS (RECYCLING, FORKLIFT OPERATIONS, MATERIALS PROCESSING AND WAREHOUSING). PARTICIPANTS MUST BE ENROLLED IN THE GATEWAY TO WORK PROGRAM BEFORE BEING ENTERED INTO THE TRIALWORKS PROGRAM. THIS PROGRAM PROVIDES JOB DEVELOPMENT, EDUCATION AND TRAINING, JOB READINESS, AND REFERRALS. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE THAT IS MADE UP OF MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 CEO AND CFO WILL PERFORM A PRELIMINARY REVIEW OF THE 990. THE FINAL DRAFT WILL BE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO WILL RECOMMEND ITS APPROVAL TO THE BOARD OF DIRECTORS. IT IS THEN PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSTED ON GOODWILL BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO UPDATE ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF GOVERNING BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A GOODWILL INDUSTRIES OF NEW MEXICO HAS A WRITTEN COMPENSATION POLICY. IT REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, PERFORMANCE EVALUATION AND ONLINE NON-PROFIT COMPENSATION SURVEYS IN DETERMINING COMPENSATION. GINM HAS A CORPORATE COMPLIANCE LIAISON THAT IS DESIGNED TO REPORT FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS UNDER THE AFOREMENTIONED POLICY. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AND EXECUTIVE PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. THE SALARIES OF THE OTHER OFFICERS ARE SET BY THE CEO PURSUANT TO THE AUTHORITY GRANTED TO HER. FORM 990, PART VI, SECTION C, LINE 19 GINM MAKES ITS FINANCIAL STATEMENTS AVAILABLE THROUGH ITS WEBSITE AT HTTP://WWW.GOODWILLNM.ORG. IT ALSO PROVIDES THE FINANCIAL STATEMENTS AND A PUBLIC INSPECTION COPY OF THE FORM 990 TO THE NM ATTORNEY GENERAL'S CHARITABLE ORGANIZATION DIVISION. FORMS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E EQUIPMENT RENTAL/MAINT: PROGRAM SERVICE EXPENSES 196,830. MANAGEMENT AND GENERAL EXPENSES 73,220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,050. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 171,378. MANAGEMENT AND GENERAL EXPENSES 13,515. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,893. TRASH & DUMPING: PROGRAM SERVICE EXPENSES 183,077. MANAGEMENT AND GENERAL EXPENSES 1,203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,280. SAFETY: PROGRAM SERVICE EXPENSES 135,873. MANAGEMENT AND GENERAL EXPENSES 17,996. FUNDRAISING EXPENSES 230. TOTAL EXPENSES 154,099. DUES: PROGRAM SERVICE EXPENSES 750. MANAGEMENT AND GENERAL EXPENSES 137,484. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,234. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.