2014-11-13T14:47:13-06:00 2013-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 600 METAIRIE LA 700054958 990 2013-01-01 720546906 GOODWILL INDUSTRIES OF SOUTHEASTERN LOUISIANA INC GOOD 5044562622 3400 TULANE AVENUE NO 1000 NEW ORLEANS LA 70119 JODEE DAROCA VICE PRESIDENT & CFO 5044562622 2014-11-04 1 TERRI A TROYER CPA P00227651 5048355522 2013 2015-11-30 17:44:51Z JODEE DAROCA 3400 TULANE AVENUE NO 1000 NEW ORLEANS LA 70119 30822444 0 X HTTP://WWW.GOODWILLNO.ORG/ X 1947 LA TO OFFER OPPORTUNITIES TO PEOPLE WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT TO IMPROVE THEIR ECONOMIC SELF-SUFFICIENCY THROUGH TRAINING, EDUCATION, SUPPORT SERVICES AND EMPLOYMENT 21 21 929 22 0 0 9908037 8901401 3756375 3805025 723304 722610 9736680 10672471 24124396 24101507 573541 191854 0 0 12307014 12524132 0 9800 9800 8078933 8782512 20959488 21508298 3164908 2593209 22160268 24783610 2206767 2236900 19953501 22546710 TO OFFER OPPORTUNITIES TO PEOPLE WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT TO IMPROVE THEIR ECONOMIC SELF-SUFFICIENCY THROUGH TRAINING, EDUCATION, SUPPORT SERVICES AND EMPLOYMENT 0 0 13890683 RETAIL STORES: PROVIDES WORK EXPERIENCE OPPORTUNITIES IN CASHIERING, RETAIL SALES AND JANITORIAL ACTIVITIES FOR PERSONS WHO ARE DISABLED OR DISADVANTAGED. 695 PERSONS WERE HELPED IN 2013. 2614429 JANITORIAL AND LANDSCAPING: TRAINS PEOPLE WITH DISABILTIES AND VOCATIONALLY DISADVANTAGED CONDITIONS TO DEVELOP SKILLS AND GOOD WORK HABITS. 251 PERSONS SERVED IN 2013. 2028510 VOCATIONAL TRAINING: PROVIDES EMPLOYMENT AND TRAINING TO PERSONS WITH DISABILTIES AND DISADVANTAGED VOCATIONAL CONDITIONS. 2652 PERSONS WERE HELPED BY THE PROGRAM IN 2013. 18533622 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 30 0 1 929 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JODEE DAROCA VICE PRESIDENT & CFO 5044562622 3400 TULANE AVE STE 1000 NEW ORLEANS LA 70119 WARREN BENOIT PAST CHAIRPERSON 0.50 1.50 X X 0 0 0 RHONDA BAGBY TREASURER 0.50 1.00 X X 0 0 0 CREED BRIERRE CHAIRPERSON 0.50 1.50 X X 0 0 0 MALCOLM MEYER VICE-CHAIRPERSON 0.50 1.50 X X 0 0 0 ROBERT L KAREM DIRECTOR 0.50 X 0 0 0 ALAN YACOUBIAN SECRETARY 0.50 1.00 X X 0 0 0 RICARDO THOMAS DIRECTOR 0.50 1.00 X 0 0 0 DAVID HEITMEIER DIRECTOR 0.50 X 0 0 0 MARLIN GUSMAN JR DIRECTOR 0.50 X 0 0 0 DR WILLIAM B LOCANDER DIRECTOR 0.50 1.00 X 0 0 0 DR GILDA WERNER-REED DIRECTOR 0.50 X 0 0 0 R ADAM BERMUDEZ DIRECTOR 0.50 X 0 0 0 HARRY BRUNS DIRECTOR 0.50 X 0 0 0 WALKER HINES DIRECTOR 0.50 X 0 0 0 LANA LOVICK DIRECTOR 0.50 X 0 0 0 DOUG MATTHEWS DIRECTOR 0.50 X 0 0 0 LEE ANNE SCIAMBRA DIRECTOR 0.50 X 0 0 0 CHRISTIAN GENERES DIRECTOR 0.50 X 0 0 0 GREG GIBSON DIRECTOR 0.50 X 0 0 0 DAVID MCBRIDE DIRECTOR 0.50 X 0 0 0 MARGARET TAUZIER DIRECTOR 0.50 X 0 0 0 TONI MOBLEY DIRECTOR 0.50 X 0 0 0 WILLIAM JESSEE PRESIDENT 40.00 1.50 X 284555 0 6329 JODEE DAROCA VICE PRESIDENT & CFO 36.00 5.00 X 148338 0 12372 ROBERT L REESE V.P. OF RETAIL OPERATIONS 40.00 0.00 X 129362 0 6606 KIM RUGON V.P. OF MISSION SERVICES 40.00 0.00 X 106164 0 6760 FRANCES WILLIAMSON V.P. OF HUMAN RESOURCES 36.00 4.00 X 111789 0 6881 780208 0 38948 5 0 1 0 SCHEIDER PAPER PRODUCTS PO BOX 66750 BATON ROUGE LA 70896 JANITORIAL SUPPLIES 186573 WASTE MANAGEMENT NEW ORLEANS PO BOX 9001054 LOUISVILLE KY 40290 TRASH REMOVAL 137341 COMPUTER NETWORK CONSULTANTS 81080 ROBINSON ROAD FOLSOM LA 70437 COMPUTER SUPPLIES & SERVICE 126512 NEW ORLEANS PRIVATE PATROL SERVICE INC 1620 MARTIN LUTHER KING JR BLVD NEW ORLEANS LA 70130 SECURITY SERVICES 112850 SYSCO FOOD SERVICE NEW ORLEANS 1451 RIVER OAKS WEST HARAHAN LA 70123 FOOD SERVICE & SUPPLIES 110009 5 26803 851545 8023053 6810848 8901401 JANITORIAL CONTRACTS 562000 2138988 2138988 SALVAGE 453310 1518747 1518747 LOUISIANA REHABILITATION SERVICE 561300 147290 147290 3805025 726868 726868 450341 0 450341 450341 450341 1551 5809 -4258 -4258 -4258 7812 26803 17224 -9412 -9412 16735165 6697904 10037261 10037261 ADMINISTRATIVE FEE INCOME 561300 180000 180000 MISCELLANEOUS INCOME 900099 11226 11226 VENDING SALES 900099 3055 3055 194281 24101507 14486908 0 713198 191854 191854 432893 380432 52461 10215204 8958734 1256470 34145 29945 4200 1017446 892301 125145 824444 723037 101407 21743 4528 17215 96086 20011 76075 9800 9800 438640 83593 355047 102598 48573 54025 801437 734344 67093 3941594 3831284 110310 180709 147833 32876 1021 227 794 581272 510134 71138 593865 481248 112617 COMMUNICATIONS 553381 350634 202747 EQUIPMENT AND VEHICLE 446228 359624 86604 WASTE DISPOSAL FEES 440150 431914 8236 OTHER ADMINISTRATIVE 347380 133263 214117 236408 220109 16299 21508298 18533622 2964876 9800 6925930 8299060 3410142 4083898 8125000 8225000 527925 640531 278525 532884 5845382 2980910 2755156 2864472 137590 137765 22160268 24783610 1796941 1397914 330618 431635 79208 407351 2206767 2236900 X 19953501 22546710 19953501 22546710 22160268 24783610 2593209 0 X X 0 1 X 1 1 1 X 19666060 11929091 12913245 9908037 8901401 63317834 19666060 11929091 12913245 9908037 8901401 63317834 63317834 691350 734846 722304 723304 726868 3598672 477079 499084 626756 389776 194281 2186976 69103482 74057526 0.91630 0.93010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 482348 482348 1353055 447753 905302 1217530 523209 694321 684475 509592 174883 2107974 1500356 607618 2864472 DUE TO GOODWORKS/GOODWILL BUILDING 407351 407351 X 30816635 6697904 6697904 24118731 -17224 -17224 24101507 28223426 6715128 6715128 21508298 0 21508298 PART X, LINE 2: THE ORGANIZATIONS FOLLOW THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION, WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. ALL TAX RETURNS HAVE BEEN APPROPRIATELY FILED BY THE ORGANIZATION. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. THE ORGANIZATIONS' INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATIONS' OPEN AUDIT PERIODS ARE 2010 TO 2012. MANAGEMENT EVALUATED THE ORGANIZATIONS' TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATIONS HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,697,904. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -17,224. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,697,904. FUNDRAISING EXPENSES 17,224. SCHEDULE D, PART X OTHER LIABILITIES: DUE TO GOODWORKS/GOODWILL BUILDING INTERCOMPANY RECEIVABLE/PAYABLE: $407,351. THIS ACCOUNT IS USED FOR MANY INTERCOMPANY TRANSACTIONS DURING THE YEAR; IT IS A DUE TO/FROM GOODWILL INDUSTRIES OF SE LA, INC. AND IS NOT A LOAN. THIS ACCOUNT INCREASES AND DECREASES THROUGHOUT THE YEAR. GHOULWILL BALL 34615 26803 7812 378 8745 4600 3501 34615 26803 7812 378 8745 4600 3501 17224 -9412 1 SPECIFIC ASSISTANCE TO INDIVIDUAL 3711 186847 PART I, LINE 2: THE GRANTS ARE MONITORED BY THE ORGANIZATION'S ACCOUNTING STAFF REGULARLY TO ASSURE THAT ALL GOVERNMENTAL AND STATE REGULATIONS ARE FOLLOWED. A FISCAL MANAGER ALSO MONITORS THE GRANTS BASED ON BUDGETTED LINE ITEMS TO ENSURE ALL RECIPIENTS ARE IN COMPLIANCE. EACH BUDGETTED LINE ITEM IS FURTHER REVIEWED WITH DOCUMENTATIONS TO MAKE SURE NO UNALLOWED COSTS ARE CHARGED TO GRANTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM JESSEE PRESIDENT 227159 0 26437 0 30959 0 0 0 6329 0 290884 0 0 0 JODEE DAROCA VICE PRESIDENT & CFO 118518 0 10323 0 19497 0 0 0 12372 0 160710 0 0 0 X 149096 SELLING PRICE X 16586069 SELLING PRICE 0 1 1 PART I, LINE 32B: SALVAGE BROKERS ARE USED TO DISPOSE OF THE DONATIONS WE RECEIVE WHICH CANNOT BE SOLD IN OUR STORES. DONATIONS WHICH ARE TORN, SOILED, MISSING BUTTONS, ETC. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS RECEIVED BY THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. THE RETURN IS PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND QUESTIONS ARE GIVEN TO THE TAX RETURN PREPARER PRIOR TO THE SUBMISSION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EXECUTIVE STAFF ARE ANNUALLY GIVEN THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM TO COMPLETE. THE CONFLICT OF INTEREST POLICY IS ALSO INCLUDED IN THE EMPLOYEE HANDBOOK, WHICH IS PROVIDED TO EACH EMPLOYEE. THE ORGANIZATION MONITORS THIS POLICY BY PRESENTING, DISCUSSING AND REMINDING ALL PARTIES IT IS IN PLACE AND THEY ARE ENCOURAGED TO DISCLOSE ANY CONFLICTS OR QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15 BOARD MEMBERS ARE NOT COMPENSATED BY GOODWILL. GOODWILL NATIONAL OFFICE CONDUCTS ANNUAL SALARY COMPENSATION SURVEY FOR EXECUTIVES AND KEY STAFF USING ALL GOODWILL'S AND OTHER NON PROFITS' DATA. THE PRESIDENT OF GOODWILL IS EVALUATED BY THE BOARD OF DIRECTORS CHAIRPERSON ANNUALLY AND DOCUMENTATION IS PREPARED. THE EVALUATION IS THE BASIS OF DETERMINING THE PRESIDENT'S COMPENSATION FOR THE COMING YEAR. THE CHAIRPERSON PROVIDES WRITTEN DOCUMENTATION OF THE PRESIDENT'S COMPENSATION TO THE CHIEF FINANCIAL OFFICER FOR EXECUTION. ALL OTHER KEY STAFF ARE EVALUATED BY THE PRESIDENT AND DOCUMENTED IN A FORMAL PERFORMANCE EVALUATION FORM. THE PERFORMANCE EVALUATION IS USED TO DETERMINE COMPENSATION OF KEY EMPLOYEES WITHIN THE LIMITS OF THE ANNUAL COMPENSATION GUIDELINES. THE ANNUAL COMPENSATION GUIDELINES ARE DETERMINED USING DATA FROM THE COMPENSATION SURVEY, COST OF LABOR AND FINANCIAL PERFORMANCE OF THE ORGANIZATION. COMPARABILITY TO OTHER GOODWILL ORGANIZATIONS AROUND THE COUNTRY IS UTILIZED. THE PERFORMANCE EVALUATION IS INDEPENDENTLY CONDUCTED FOR EACH KEY EMPLOYEE AND APPROPRIATE DOCUMENTATION IS MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE ON THE GOODWILL INDUSTRIES OF SOUTHEAST LOUISIANA WEBSITE WWW.GOODWILLNO.ORG FORM 990, PART XII, LINE 2C: FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GOODWORKS INC 3400 TULANE AVENUE SUITE 1000 NEW ORLEANS LA 70119 522071295 PROVIDE TRAINING TO INDIVIDUALS WITH DISABILITIES TO DEVELOP WORK SKILLS LA 501(C)(3) 509(A)(2) 0 GOODWILL INDUSTRIES OF SOUTHEASTERN LA SUPPORTING FOUNDATION 3400 TULANE AVENUE SUITE 1000 NEW ORLEANS LA 70119 311806566 FOR THE SUPPORT AND BENEFIT OF GOODWILL INDUSTRIES OF SOUTHEASTERN LOUISIANA LA 501(C)(3) 509(A)(3) TYPE 1 0 GOODWILL INDUSTRIES BUILDING INC 3400 TULANE AVENUE SUITE 1000 NEW ORLEANS LA 70119 263204629 PROPERTY ACQUIRED FOR USE BY GOODWILL INDUSTRIES SELA LA 501(C)(25) 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 GOODWILL INDUSTRIES BUILDING INC D 15000000 FAIR MARKET VALUE GOODWORKSGOODWILL IND BLDG AND GOODWILL IND SUPP FDN O 180000 FAIR MARKET VALUE GOODWORKS INC - INTCPY RECEIVABLEPAYABLE E 188768 FAIR MARKET VALUE GOODWILL IND BLDGINC - INTCPY RECEIVABLEPAYABLE - SEE SCH O E 218583 FAIR MARKET VALUE GOODWILL INDUSTRIES BUILDING INC K 363000 FAIR MARKET VALUE GOODWORKSGOODWILL IND BLDG AND GOODWILL IND SUPP FDN N 10718810 FAIR MARKET VALUE SCH R, PART V, LINE 2, TRANSACTIONS TYPE E, LOANS BY OTHER ORGANIZATIONS PURPOSE OF LOAN: GOODWORKS AND GOODWILL BUILDING INTERCOMPANY RECEIVABLE - THIS ACCOUNT IS USED FOR MANY INTERCOMPANY TRANSACTIONS DURING THE YEAR, IT IS A DUE TO/FROM GOODWILL INDUSTRIES OF SE LA, INC., AND IS NOT A LOAN. THIS ACCOUNT INCREASES AND DECREASES THROUGHOUT THE YEAR.