2014-07-29T12:50:22-05:00 2013-12-31 421243538 BERGAN PAULSEN & COMPANY PC PO BOX 2100 WATERLOO IA 507042100 990 2013-01-01 420839399 GOODWILL INDUSTRIES OF NORTHEAST IOWA INC GOOD 3192344626 2640 FALLS AVENUE WATERLOO IA 50701 DAVID BOYD PRESIDENT/CEO 3192344626 2014-07-24 1 DAVID A RICHTER CPA P00168204 3192346885 2013 2015-11-30 17:44:51Z DAVID BOYD 2640 FALLS AVENUE WATERLOO IA 50701 12902501 0 X www.gwneia.org X 1960 IA THE ORGANIZATION PROVIDES TRAINING AND ASSISTANCE TO DISABLED ADULT CLIENTS THROUGH A VARIETY OF PROGRAMS. 18 18 814 19 0 0 4170823 4401616 5618627 8475311 2448 -2643 2096774 -23521 11888672 12850763 0 0 0 0 9206376 9596868 0 0 12194 2910225 3208804 12116601 12805672 -227929 45091 10891709 9912280 6281108 5256588 4610601 4655692 THE ORGANIZATION'S MISSION IS TO HELP PEOPLE OVERCOME BARRIERS TO INDEPENDENCE. 0 0 6664529 6018961 VOCATIONAL EVALUATION UTILIZES WORK AS THE FOCAL POINT FOR ASSESSMENT AND TO IDENTIFY FUNCTIONAL ABILITIES AND LIMITATIONS TO ASSIST PERSONS WITH VOCATIONAL DEVELOPMENT; EMPLOYEE DEVELOPMENT SERVICES ASSISTS PERSONS TOWARD THEIR OPTIMAL LEVEL OF VOCATIONAL DEVELOPMENT; COMMUNITY EMPLOYMENT PROVIDES SERVICES FOR PERSONS WITH DISABILITIES WITHIN AN INDUSTRIAL/BUSINESS COMMUNITY SETTING; RESIDENTIAL SERVICES PROVIDES INDIVIDUAL INDEPENDENCE AND SELF-DIRECTION THROUGH SUPPORT OF RESIDENTIAL STRENGHTS, NEEDS AND INTERESTS; RESPITE SERVICES PROVIDE TEMPORARY RELIEF FOR PERSONS SERVED, FAMILIES, AND/OR ORGANIZATIONS INVOLVED IN THE ONGOING RESPONSIBILITY OF SERVICE. PERSONS SERVED: 510 4512171 2456350 ORGANIZATIONAL EMPLOYMENT SERVICES MAXIMIZE AN INDIVIDUAL'S VOCATIONAL POTENTIAL AND QUALITY OF LIFE THROUGH USEFUL, PRODUCTIVE, AND PAID WORK. PERSONS SERVED: 101 11176700 1 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 814 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NICOLE KNUDTSON DAVIES 3192344626 2640 FALLS AVENUE WATERLOO IA 50701 SCOTT BITTNER TREASURER 0.50 X X 0 0 0 MARY GABRICK DIRECTOR 0.50 X 0 0 0 JOHN VAUGHAN CHAIR 0.50 X X 0 0 0 JAY HALL DIRECTOR 0.50 X 0 0 0 BOB JOHNSON DIRECTOR 0.50 X 0 0 0 PAT SASS DIRECTOR 0.50 X 0 0 0 GARY DATERS SECRETARY 0.50 X X 0 0 0 JEANNE MILLER DIRECTOR 0.50 X 0 0 0 DORIS NOTHNAGEL DIRECTOR 0.50 X 0 0 0 PATTI REYHONS DIRECTOR 0.50 X 0 0 0 DAVID WILSON VICE-CHAIRMAN 0.50 X X 0 0 0 JOHN TUVE DIRECTOR 0.50 X 0 0 0 NATALIE BURRIS DIRECTOR 0.50 X 0 0 0 LORIE DOLAN DIRECTOR 0.50 X 0 0 0 TOM HARBAUGH DIRECTOR 0.50 X 0 0 0 TIM NIEMAN DIRECTOR 0.50 X 0 0 0 JEFF SANDVOLD DIRECTOR 0.50 X 0 0 0 MARY SHOLLENBARGER DIRECTOR 0.50 X 0 0 0 DAVID BOYD PRESIDENT/CEO 40.00 X 167540 0 10174 NICOLE KNUDTSON DAVIES CFO 40.00 X 97874 0 9930 CHRIS HARSHBARGER VP, BUSINESS DEVELOPMENT 40.00 X 113049 0 1646 378463 0 21750 2 0 1 0 0 3001 4398615 4363368 4401616 Rehabilitation 624310 6018961 6018961 Retail Program 900099 2456350 2456350 8475311 1718 1718 10356 33877 -23521 -23521 -23521 13500 17861 -4361 -4361 -4361 12850763 8475311 0 -26164 272701 272701 7896080 7263454 621400 11226 623820 563866 59851 103 804267 718891 84511 865 8194 1230 6964 31280 656 30624 1875 1875 221280 160988 60292 117834 112493 5341 911167 824827 86340 657088 567158 89930 254887 238343 16544 164683 164683 538028 389178 148850 42573 22755 19818 MEMBERSHIP DUES 115350 6025 109325 SPECIFIC ASSISTANCE TO 83160 82564 596 BAD DEBT EXPENSE 58448 58448 2957 1141 1816 12805672 11176700 1616778 12194 790715 435691 788176 473760 834282 791186 437279 492507 157576 169418 12016179 4473686 7876847 7542493 6834 7225 10891709 9912280 1714041 911944 4425969 4259747 141098 84897 6281108 5256588 X 4605601 4639402 5000 16290 4610601 4655692 10891709 9912280 45091 0 X 0 1 X 1 0 X 826412 834110 4056924 4170823 4401616 14289885 826412 834110 4056924 4170823 4401616 14289885 14289885 10215 6822 13986 10764 12074 53861 14343746 41782172 0.99620 0.99340 X 0 0 0 0 0 0 0 0 1 1875 1875 0 Part II-B, Line 1: AMOUNTS PAID TO A PROFESSIONAL LOBBYIST TO PROMOTE POSSIBLE LEGISLATION TO FURTHER THE EXEMPT PURPOSE OF SEVERAL GOODWILL ORGANIZATIONS. 5000 5000 5000 5000 5000 5000 5000 5000 5000 5000 1.00000 1 0 801268 801268 8628961 2748561 5880400 206882 70095 136787 2379068 1655030 724038 7542493 Capital Leases 84897 84897 X 12889001 33877 33877 12855124 -4361 -4361 12850763 12843910 4361 33877 38238 12805672 0 12805672 Part V, Line 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE EARNINGS ON THIS FUND CAN BE USED FOR OPERATING PURPOSES. Part X, Line 2: INCOME TAX RETURNS ARE SUBJECT TO UNCERTAIN TAX POSITIONS THAT MIGHT NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN TAX POSITIONS THAT MAY EXIST WITHIN THE ORGANIZATION'S TAX RETURN. AS OF DECEMBER 31, 2013, MANAGEMENT BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2010. Part XI, Line 2d - Other Adjustments: RENTAL EXPENSES EXCLUDED UNDER SECTION 512 Part XI, Line 4b - Other Adjustments: LOSS ON DISPOSAL OF ASSETS Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES EXCLUDED UNDER SECTION 512 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID BOYD PRESIDENT/CEO 157540 0 10000 0 0 0 0 0 10174 0 177714 0 0 0 Part I, Line 7 BONUSES ARE DETERMINED BY THE BOARD OF DIRECTORS AND ARE BASED ON PERFORMANCE EVALUATIONS. A INDEPENDENCE IOWA 426004793 2006-08-31 732000 CONSTRUCTION OF OPERATING FACILITIES 0 0 0 B CITY OF WAVERLY IOWA 426005344 2010-03-29 1000000 CONSTRUCTION OF OPERATING FACILITIES 0 0 0 C CITY OF PEOSTA IOWA 371110425 2011-12-29 1942247 REFUNDING THE PREVIOUS ISSUE BY DUBUQUE COUNTY, IOWA OF ITS $2.5M BOND 0 0 0 D CITY OF EVANSDALE IOWA 426006424 2011-12-29 1130051 REFUNDING THE PREVIOUS ISSUE BY EVANSDALE, IOWA OF ITS $1.35M BOND 0 0 0 A 222962 732000 732000 2006 0 0 1 1 B 98269 1000000 20000 980000 2010 0 0 1 1 C 141178 1942247 20000 2004 1 0 1 1 D 82142 1130051 20000 2008 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 C 0 0 1 0 0 0 0 0 0 D 0 0 1 0 0 0 0 0 0 A 0 B 0 C 0 D 0 X 370680 ACTUAL SALES VOLUME X 3992958 ACTUAL SALES VOLUME 0 0 1 1 Part I, Line 32b: THE ORGANIZATION USES A THIRD PARTY TO SELL SALVAGE MATERIALS. Form 990, Part VI, Section B, line 11 A DRAFT COPY WAS PROVIDED TO THE PRESIDENT/CEO AND CFO FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c BOARD & COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY IS MONITORED BY INCLUDING AN AGENDA ITEM ON ALL BOARD AND COMMITTEE MEETINGS ASKING IF ANYONE HAS A CONFLICT OF INTEREST WITH ANY OF THE ACTION ITEMS INCLUDED IN THE AGENDA. Form 990, Part VI, Section B, line 15 THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS A SALARY SURVEY CONDUCTED BY A HUMAN RESOURCES CONSULTING FIRM, EXECUTIVE SALARY SURVEY PROVIDED BY GOODWILL INTERNATIONAL AND EXECUTIVE COMPENSATION FOR COMPARABLE ORGANIZATIONS FROM 990S TO DETERMINE THE PRESIDENT/CEO'S SALARY. THE CFO'S SALARY IS DETERMINED BY THE PRESIDENT/CEO, BY REVIEWING THE COMPENSATION SURVEY CONDUCTED BY A HUMAN RESOURCES CONSULTING FIRM. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.