2013-08-13T10:07:17-07:00 2012-12-31 990 2012-01-01 470378996 GOODWILL INDUSTRIES INC GOOD 4023414609 4805 NORTH 72ND STREET OMAHA NE 68134 Frank McGree 4023414609 2013-08-13 2012 2016-02-24 21:20:13Z Goodwill Industries Inc 4805 North 72nd Street Omaha NE 68134 25186811 0 X www.goodwillomaha.org X 1933 NE The mission of Goodwill Industries is to prepare people with employment barriers for work, and provide jobs for people with disabilities through environments from the traditional classroom setting, contract workshops, and the agency's retail stores, to construction sites and other work settings. 23 21 1209 0 0 0 1065385 1181829 19360006 22422129 51101 63658 1730805 1447473 22207297 25115089 0 0 0 0 11670269 13136913 19907 18257 351231 9179211 10264877 20869387 23420047 1337910 1695042 39922636 43390990 20926680 22496754 18995956 20894236 Goodwill prepares people with employment barriers for work, and manages diverse operations that create jobs for people with disabilities. Closely related to Goodwill's mission is our vision, "Goodwill Industries will eliminate unemployment among people who want to work". 0 0 14851538 0 18219914 Goodwill operates 15 retail stores open to the public- 10 in Omaha and one each in Council Bluffs, Iowa, and Fremont, Papillion, Blair, and Bellevue, Nebraska. There was 1 new store opened in Blair, Nebraska in 2012. The general public donates clothing, furniture, and household goods to Goodwill, and Goodwill employees sort, price, and distribute this merchandise for sale in the retail stores. Merchandise that does not sell within a reasonable time in the stores, other than the Goodwill WearHouse, is transferred to the Goodwill WearHouse store where it is offered for sale at a specified price per pound. Whenever possible, goods determined not to be saleable in the Goodwill stores are "salvaged" and sold to third parties, who either ship and sell the goods to third-world or other markets or recycle them for their component textile, metal, or other recyclable materials. Profits generated from the sale of donated goods are used to help cover expenses associated with Goodwill's various employment and training programs. 3505559 0 3480342 WORKFORCE DEVELOPMENT PROGRAM SERIVCES - Goodwill provides educational and career services as well as job placement opportunities and post employment support to individuals with disabilities and other challenges to employment so they can find and keep jobs. Individuals can achieve greater levels of self sufficiency and economic success through Goodwills workforce development services such as employment training and education, work experience, employment retention, and youth based programs. Goodwill programs strengthen communities and families and promote independence and dignity for people who need it most. 936353 0 721873 CONTRACTS/INDUSTRIAL SERVICES PROGRAMS - Goodwill creates employment and job training opportunities for people who have significant disabilities or other challenges to employment by providing contract work for businesses, federal, state, and local government, and other community partners. These contracts offer opportunities in a variety of work experience and training environments including custodial services, grounds keeping, manufacturing, packaging, assembly, recycling, mailing services, and other administrative support areas. 0 0 0 19293450 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 105 0 1 1209 1 0 0 0 0 0 1 1 0 0 0 0 X 23 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X J Michael Connolly 4023414609 4805 NORTH 72ND STREET Omaha NE 68134 David M Anderson 0.5 0 X 0 0 0 Richard A Frandeen 0.5 0 X X 0 0 0 Elizabeth A Mazzotta 0.5 0 X X 0 0 0 Michael P Geis 0.5 0 X 0 0 0 Ronald C Jensen 0.5 0 X 0 0 0 Mark Brasee 0.5 0 X X 0 0 0 Gerald C Gray 0.5 0 X 0 0 0 Steven L Nogg 0.5 0 X 0 0 0 Sandra A Lane 0.5 0 X 0 0 0 Joseph W Lang 0.5 0 X 0 0 0 Joseph R Lempka 0.5 0 X X 0 0 0 Robert J Mitchell 0.5 0 X X 0 0 0 Joseph J Olsen 0.5 0 X 0 0 0 Anthony M Payne 0.5 0 X 0 0 0 Carol L Russell 0.5 0 X 0 0 0 H Daniel Smith 0.5 0 X 0 0 0 William N Vobejda 0.5 0 X 0 0 0 Tom L Whalen 0.5 0 X 0 0 0 Daniel Padilla 0.5 0 X 0 0 0 Lawrence Pete 0.5 0 X 0 0 0 Justin Wayne 0.5 0 X 0 0 0 Larry King 0.5 0 X 0 0 0 RJ Neary 0.5 0 X 0 0 0 Frank J McGree 35 5 X 334704 0 102644 Andrew D Bradley 40 0 X 224055 0 39507 J Michael Connolly 35 5 X 203327 0 23830 Randy J Parks 35 5 X 225647 0 33512 Todd H Milbrandt 35 5 X 160971 0 24122 Dave J Pfeffer 40 0 X 131115 0 6736 Linda Kizzier 40 0 X 111955 0 11624 Cheryl Hilgenkamp 40 0 X 113267 0 11839 Pauli Bishop 40 0 X 114510 0 11035 SHIRLEY HALL 40 0 X 101120 0 20070 1720671 0 284919 10 0 1 0 Kiewit Construction 3921 Mason Street Omaha NE 68105 Construction 866803 NET AT WORK 575 EIGHTH AVENUE NEW YORK NY 10018 SOFTWARE CONSTRUCTION 168405 Goodwill Industries International 15810 Indianola Drive Rockville MD 20855 Fees for Services 150382 Vital Support 11191 Aurora Avenue Urbandale IA 50322 IT EQUIPMENT AND SUPPORT 131167 RDG Schutte Wilscam Birge 900 Farnam on the Mall Suite 100 Omaha NE 68102 CONSTRUCTION DESIGN 101461 5 0 0 57706 0 0 1124123 482157 1181829 EMPLOYMENT AND TRAINING 624100 3480342 3480342 0 0 EMP AND TRAINING VOCATIONAL REHAB 624100 721873 721873 0 0 RETAIL OPERATIONS 453310 18219914 18219914 0 0 0 0 0 0 22422129 62908 0 0 62908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 750 0 0 0 750 750 0 0 750 22329 57706 71722 -49393 0 -49393 0 0 0 0 0 0 787777 0 787777 787777 0 0 MISCELLANEOUS 561000 6071 0 0 6071 MANAGEMENT FEE 541610 703018 703018 0 0 0 0 0 0 709089 25115089 23912924 0 20336 0 0 0 0 0 0 0 0 873038 251466 473001 148571 0 0 0 0 9750477 8037314 1602171 110992 220258 129220 87992 3046 1338485 967782 363877 6826 954655 788775 149302 16578 36157 16159 19998 0 92465 27093 64003 1369 65729 4375 61354 0 5561 0 5561 0 18257 18257 0 0 0 0 3312 0 2787 525 343062 299539 36897 6626 2359180 2114076 239439 5665 180891 85952 92377 2562 0 0 0 0 3490143 3300767 178208 11168 327806 262440 64537 829 0 0 0 0 54678 13588 39426 1664 0 0 0 0 118342 118342 0 0 1392959 1164360 218424 10175 234460 176154 52852 5454 CLIENT EXPENSE 1507773 1507773 0 0 MISCELLANEOUS EXPENSE 52359 28275 23160 924 23420047 19293450 3775366 351231 729822 744698 0 0 1116234 746407 179919 152793 0 0 0 0 0 0 378786 503077 654269 1126133 45229721 8477007 34319090 36752714 2544516 3365168 0 0 0 0 0 0 0 0 39922636 43390990 2879202 2342440 0 0 0 0 1251870 1173660 0 0 0 0 15030076 18172779 0 0 1765532 807875 20926680 22496754 X 18269615 20472729 633472 328638 92869 92869 18995956 20894236 39922636 43390990 1695042 203238 0 0 0 0 X 0 1 X 1 1 1 X 2216420 2138238 1906969 1065385 1181929 8508941 14055308 16175960 16782633 19360006 22422129 88796036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16271728 18314198 18689602 20425391 23604058 97304977 0 0 0 0 1747990 2741611 1625235 2209304 2253525 10577665 1747990 2741611 1625235 2209304 2253525 10577665 86727312 62979 65578 52875 51101 62908 295441 0 0 0 0 0 0 62979 65578 52875 51101 62908 295441 0 0 0 0 0 0 0 0 0 0 0 0 16334707 18379776 18742477 20476492 23666966 97600418 0.88860 0.87625 0.00303 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 5561 0 0 5561 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 GOODWILL INDUSTRIES INC WAS PART OF A CONSORTIUM OF THREE NEBRASKA GOODWILLS THAT CONTRACTED WITH AMERICAN COMMUNICATIONS GROUP OUT OF LINCOLN NE THROUGHOUT CALENDAR YEAR 2012. AMERICAN COMMUNICATIONS MONITORS LEGISLATIVE ACTIVITY IN THE NEBRASKA STATE CAPITOL THAT MAY HAVE AN IMPACT ON NEBRASKA GOODWILLS. AMERICAN COMMUNICATIONS TRANSMITS PERIODIC UPDATES OF LEGISLATIVE ACTIVITY THAT COULD BE OF INTEREST TO GOODWILL AND ORGANIZE LEGISLATIVE OPEN HOUSE INCLUDING VISITS WITH ELECTED STATE OFFICIALS AT THE STATE CAPITOL. 2544516 554506 266146 0 0 0 3365168 2030857 508048 5611 0 0 0 2544516 1803689 0 227168 0 0 0 2030857 1468960 0 334729 0 0 0 1803689 1996142 0 -527182 0 0 0 1468960 0.9438 0.0562 0 0 0 0 7711403 7711403 0 29601322 3597232 26004090 0 1169251 420035 749216 0 4444545 3004205 1440340 0 2303200 1455535 847665 36752714 0 DEFERRED COMPENSATION LIABILITY 807875 807875 X 25390049 203238 0 0 0 203238 25186811 0 -71722 -71722 25115089 23491769 0 0 0 71722 71722 23420047 0 0 0 23420047 SchD_P05_S00_L04 Schedule D, Part V, Line 4 THE PURPOSE OF GOODWILL INDUSTRIES ENDOWMENT FUND IS TO ENHANCE THE FINANCIAL STRENGTH OF THE AGENCY. ASSET GROWTH IN THE ENDOWMENT WILL ENSURE THE FUTURE GROWTH AND DEVELOPMENT OF GOODWILLS MISSION AND VISION WHILE PROVIDING A PORTION OF THE ASSETS FOR CURRENT YEAR OPERATIONS. SchD_P10_S00_L02 Schedule D, Part X, Line 2 GOODWILL ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING THE GUIDANCE INCLUDED IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 INCOME TAXES. THERE ARE NO UNCERTAINTIES THAT ARE REFLECTED IN THE FINANCIAL STATEMENTS. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b DIRECT EXPENSES FOR SPECIAL EVENTS. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d DIRECT EXPENSES FOR SPECIAL EVENTS. X X X X X X 1 THE STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 PLANNED GIVING AND DIRECT MAIL SERVICES 0 0 6203 -6203 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 FUNDRAISING AND CONTRIBUTION TRACKING SOFTWARE PROVIDER 0 0 5544 -5544 HAINES DIRECT 8050 FREEDOM AVE NORTH CANTON OH 44720 DIRECT MAIL SERVICES 0 11170 5560 5610 11170 17307 -6137 GOLF/ANNUAL DINNER 80035 57706 22329 2000 2995 14230 35430 5000 12067 0 0 80035 57706 22329 2000 2995 14230 35430 5000 12067 71722 -49393 X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 Frank J McGree 234649 0 93553 0 6502 0 85000 0 17644 0 437348 0 0 0 Andrew D Bradley 171910 0 47700 0 4445 0 15000 0 24507 0 263562 0 0 0 Randy J Parks 190477 0 30790 0 4379 0 7500 0 26012 0 259158 0 0 0 J Michael Connolly 157418 0 45050 0 859 0 9000 0 14830 0 227157 0 0 0 Todd H Milbrandt 130233 0 27660 0 3077 0 0 0 24122 0 185092 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a EMPLOYMENT AGREEMENT BETWEEN GOODWILL INDUSTRIES AND FRANK MCGREE PRESIDENT AND CEO INCLUDES PAYMENT OF THE EXPENSES FOR SPOUSE TO ATTEND TWO EVENTS PER YEAR. THIS AGREEMENT ALSO INCLUDES REIMBURSEMENT OF SOCIAL MEMBERSHIP DUES AT SHADOW RIDGE COUNTRY CLUB. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Executive Committee of the Board of Trustees appoints an Executive Compensation Committee to review and evaluate the compensation of the President and CEO as well as the 7 Vice Presidents. Since 2006, the Compensation Committee has retained a professional compensation, benefits, and human resources consulting firm to assess the reasonableness and competitiveness of total cash compensation. Comparability data is assembled from a variety of sources, including regional IRS Form 990 data, Goodwill Industries International survey data, national not-for-profit published survey data, and the national for-profit published survey data. Based on the results of the assessment study, the Compensation Committee recommends to the Board of Trustees compensation levels for the President and Vice Presidents. These levels are approved in the executive session of the Board of Trustees at its annual meeting in January each year. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 IN 2012 GOODWILL INDUSTRIES MADE PAYMENTS TO A 457F PLAN FOR FRANK MCGREE $85,000, ANDY BRADLEY $15,000, J.MICHAEL CONNOLLY $9,000, AND RANDY PARKS $7,500. A City of Crescent IA 420997216 2004-12-16 1700000 Refinance short term taxable indebtedness incurred to finance Goodwill facility 0 0 0 A 526357 0 1700000 0 0 0 34000 0 0 1666000 0 0 2004 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 0 0 1 1 0 0 0 0 1 A 1 SchK_P03_S00_L09 Schedule K, Part III, Line 9 The taxpayer's existing post-issuance compliance policy specifically addresses VCAP and Section 1.141.12, but does not specifically reference Section 1.145-2. An amendment to this policy, incorporating a specific reference to Section 1.145-2, is in process and is expected to be approved. SchK_P04_S00_L02c Schedule K, Part IV, Line 2c The proceeds of the issue (Issue A) were applied immediately to the refinancing of taxable construction financing, and therefore all net proceeds were immediately expended and no construction fund was established. Moreover, no debt service reserve fund was established for the issue, and payments on the issue are made to the holder on a monthly basis so there is no debt service fund. Under these circumstances, no rebate computation has been conducted. SHANNON MCGREE DAUGHTER OF PRESIDENT AND CEO FRANK MCGREE 99920 EMPLOYMENT 1 KIEWIT CONSTRUCTION JOE LEMPKA OFFICER AT KIEWIT 722355 CONSTRUCTION COSTS 0 RDG SCHUTTE WILSCAM BIRGE JOE LANG PRINCIPAL AT RDG 134467 CONSTRUCTION PLANNING AND DESIGN 0 SchL_P04_S00_L00 Schedule L, Part IV KIEWIT CORPORATION IS THE EMPLOYER OF JOE LEMPKE AND RDG IS THE EMPLOYER OF JOE LANG. SHANNON MCGREE IS THE DAUGHTER OF FRANK MCGREE, PRESIDENT AND CEO. X 0 SALES PRICE X 1 482157 APPRAISAL REPORT 2 0 0 0 SchM_P01_S00_L33 Schedule M, Part I, Line 33 GOODWILL INDUSTRIES RECEIVES DONATIONS OF CLOTHING AND HOUSEHOLD ITEMS FROM THE GENERAL PUBLIC AND NO VALUE IS RECORDED AT THE TIME OF THE DONATION FOR THESE ITEMS. REVENUE IS RECOGNIZED WHEN THE ITEMS ARE RESOLD AS REPRESENTED IN PROGRAM REVENUE FOR RETAIL OPERATIONS. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Form 990 is prepared based on the audited financial statements of the organization. The completed 990 is provided to the Audit Committee of the Board of Trustees, and to an independent CPA firm who reviews and approves the document and then approval is given for online filing. The 990 return is also sent to the Board of Trustees to provide them an opportunity for inquiry. The Audit Committee Chairman reports its activities and results to the Board of Trustees at its next meeting, and this report is included in the meeting minutes. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c A signed conflict of interest statement is obtained from each officer, member of the Board of Trustees, and key employees of the organization. Each statement documents direct business relationships, family business relationships, and inter and intra family and business relationships. For any official action of the Board or its committees, any individuals with whom a conflict may be construed, are precluded from voting. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Executive Committee of the Board of Trustees appoints an Executive Compensation Committee to review and evaluate the compensation of the President and CEO as well as the 7 Vice Presidents. Since 2006, the Compensation Committee has retained a professional compensation, benefits, and human resources consulting firm to assess the reasonableness and competitiveness of total cash compensation. Comparability data is assembled from a variety of sources, including regional IRS Form 990 data, Goodwill Industries International survey data, national not-for-profit published survey data, and the national for-profit published survey data. Based on the results of the assessment study, the Compensation Committee recommends to the Board of Trustees compensation levels for the President and Vice Presidents. These levels are approved in the executive session of the Board of Trustees at its annual meeting in January each year. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 An annual report is published each year which includes the audited financial statements. This report is mailed to all major donors, referral agencies, and other interested parties. The report is also available online on our Goodwill website. Hard copies of the report, Goodwill's governing documents, and conflict of interest policy are all available upon request. Goodwill Specialty Services 4805 North 72nd Street Omaha NE 68134 470818929 Job Training and Career Development NE 501(c)(3) Line 9 Goodwill Industries Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 Goodwill Specialty Services n 277925 FACILITY RENT Goodwill Specialty Services o 3578706 LEASED EMPLOYEES SALARIES AND BENEFITS Goodwill Specialty Services s 703018 MANAGEMENT FEE EXTENSION FILED WITH IRS