2013-11-13T13:33:10-06:00 2012-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 600 METAIRIE LA 700054958 990 2012-01-01 720546906 GOODWILL INDUSTRIES OF SOUTHEASTERN LOUISIANA INC GOOD 5044562622 3400 TULANE AVENUE SUITE 1000 NO 1000 NEW ORLEANS LA 70119 JODEE DAROCA 5044562622 2013-11-04 1 TERRI A TROYER CPA P00227651 5048355522 2012 2016-02-24 21:20:13Z JODEE DAROCA 3400 TULANE AVENUE SUITE 1000 NO 1000 NEW ORLEANS LA 70119 29669820 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 22 22 869 22 0 0 12854541 9908037 3249199 3756375 720421 723304 8164676 9736680 24988837 24124396 977799 573541 0 0 13970794 12307014 0 0 0 7358232 8078933 22306825 20959488 2682012 3164908 20775836 22160268 3987243 2206767 16788593 19953501 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 11594165 RETAIL STORES: PROVIDES WORK EXPERIENCE OPPORTUNITIES IN CASHIERING, RETAIL SALES AND JANITORIAL ACTIVITIES FOR PERSONS WHO ARE DISABLED OR DISADVANTAGED. 366 PERSONS WERE HELPED IN 2012. 2391428 JANITORIAL AND LANDSCAPING: TRAINS PEOPLE WITH DISABILTIES AND VOCATIONALLY DISADVANTAGED CONDITIONS TO DEVELOP SKILLS AND GOOD WORK HABITS. 172 PERSONS SERVED IN 2012. 4576276 VOCATIONAL TRAINING: PROVIDES EMPLOYMENT AND TRAINING TO PERSONS WITH DISABILTIES AND DISADVANTAGED VOCATIONAL CONDITIONS. 5109 PERSONS WERE HELPED BY THE PROGRAM IN 2012. 18561869 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 0 0 0 1 13 0 1 869 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 0.50 X X 0 0 0 RHONDA BAGBY 0.50 X X 0 0 0 HEATH ALLEN 0.50 X 0 0 0 CREED BRIERRE 0.50 X X 0 0 0 MALCOLM MEYER 0.50 X X 0 0 0 ANDRE MONTZ 0.50 X 0 0 0 ROBERT L KAREM 0.50 X 0 0 0 RAY NICHOLS 0.50 X 0 0 0 ROGER PECK 0.50 X 0 0 0 LIZ TAHIR 0.50 X 0 0 0 MORGAN WILLIAMS 0.50 X 0 0 0 WINSTON WILLIAMS 0.50 X 0 0 0 ALAN YACOUBIAN 0.50 X X 0 0 0 JACK YOUNG 0.50 X 0 0 0 DOROTHY CLYNE 0.50 X 0 0 0 RAY COOK 0.50 X 0 0 0 R MARSHALL GRODNER 0.50 X 0 0 0 STEWART JUNEAU 0.50 X 0 0 0 JAMES E RYDER 0.50 X 0 0 0 KATHY CONKLIN 0.50 X 0 0 0 RICARDO THOMAS 0.50 X 0 0 0 DAVID HEITMEIER 0.50 X 0 0 0 MARLIN GUSMAN JR 0.50 X 0 0 0 DR WILLIAM B LOCANDER 0.50 X 0 0 0 DR GILDA WERNER-REED 0.50 X 0 0 0 BRENDA RICHARD 0.50 X 0 0 0 R ADAM BERMUDEZ 0.50 X 0 0 0 HARRY BRUNS 0.50 X 0 0 0 WALKER HINES 0.50 X 0 0 0 LANA LOVICK 0.50 X 0 0 0 DOUG MATTHEWS 0.50 X 0 0 0 LEE ANNE SCIAMBRA 0.50 X 0 0 0 STEVE LORIO 0.50 X 0 0 0 WILLIAM JESSEE 40.00 X 280071 0 22510 JODEE DAROCA 40.00 X 144985 0 22444 425056 0 44954 2 0 1 0 SCHEIDER PAPER PRODUCTS 2809 N ROBERTSON STREET NEW ORLEANS LA 70117 JANITORIAL SERVCES 162491 COMPUTER NETWORK CONSULTANTS 607 E BOSTON STE 201 COVINGTON LA 70433 COMPUTER REPAIRS & UPDATES 145663 SYSCO FOOD SERVICE NEW ORLEANS 1451 RIVER OAKS WEST HARAHAN LA 70123 FOOD SERVICE 114865 WASTE MANAGEMENT NEW ORLEANS 1001 FANNIN SUITE 4000 HOUSTON TX 77002 TRASH REMOVAL 113834 HANGERS UNLIMITED 5000 WEST ELECTRIC AVENUE WEST MILWAUKEE WI 53219 RETAIL SUPPLIES 105941 5 3110405 6797632 5651131 9908037 JANITORIAL CONTRACTS 562000 2237986 2237986 SALVAGE 453310 1403039 1403039 LOUISIANA REHABILITATION SERVICE 561300 115350 115350 3756375 723304 723304 399642 0 399642 399642 399642 14492686 5545424 8947262 8947262 ADMINISTRATIVE FEE INCOME 561300 326660 326660 MISCELLANEOUS INCOME 900099 58464 58464 VENDING SALES 900099 2883 2883 1769 1769 389776 24124396 13493055 0 723304 573541 573541 425056 382743 42313 10213931 9197167 1016764 40519 36485 4034 763966 687916 76050 863542 777579 85963 430 113 317 48658 12834 35824 455607 120170 335437 105921 48954 56967 790209 714757 75452 3345562 3319783 25779 196557 157659 38898 7978 7975 3 581076 494510 86566 420372 364421 55951 EQUIPMENT AND VEHICLE 688506 609444 79062 COMMUNICATIONS 611220 420436 190784 WASTE DISPOSAL FEES 377217 370987 6230 OTHER ADMINISTRATIVE 306969 125628 181341 142651 138767 3884 20959488 18561869 2397619 0 4849271 6925930 4641551 3410142 8000000 8125000 422218 527925 73485 278525 5229025 2473869 2651771 2755156 137540 137590 20775836 22160268 2243231 1796941 372145 330618 731207 0 640660 79208 3987243 2206767 X 16788593 19953501 16788593 19953501 20775836 22160268 3164908 0 X X 0 1 X 1 1 1 X 16592795 19666060 11929091 12913245 9908037 71009228 16592795 19666060 11929091 12913245 9908037 71009228 71009228 17700 691350 734846 722304 723304 2889504 450772 477079 499084 626756 389776 2443467 76342199 64625218 0.93010 0.93890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 482348 482348 1304161 404251 899910 807166 364217 442949 717010 450222 266788 1918340 1255179 663161 2755156 DUE TO GOODWORKS/GOODWILL BUILDING 79208 79208 X 29669820 5545424 5545424 24124396 0 24124396 26504912 5545424 5545424 20959488 0 20959488 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009 TO 2011. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION 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 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD SCHEDULE D, PART X OTHER LIABILITIES: DUE TO GOODWORKS/GOODWILL BUILDING INTERCOMPANY RECEIVABLE/PAYABLE $79,208. 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. 1 ON JOB TRAINING 68 89944 INTENSIVE TRAINING 241 297522 SPECIFIC ASSISTANCE TO INDIVIDUAL 68 44411 SUPPORTIVE SERVICE (TRANSPORTATION, CHILD CARE, ETC.) 180 253980 CUSTOMIZED PROGRAM 71 122358 RETENTION INCENTIVE PROGRAM 105 13383 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 225000 0 19471 0 35600 0 16500 0 6010 0 302581 0 0 0 JODEE DAROCA 129043 0 12289 0 3653 0 16801 0 5643 0 167429 0 0 0 X 177872 SELLING PRICE X 14314814 SELLING PRICE 0 1 1 THIRD PARTY USE: 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 BAORD. 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 DIRECTOR'S 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 GOODWILL INDUSTRIES OF SE, LA WEBSITE WWW.GOODWILLNO.ORG 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 326660 FAIR MARKET VALUE GOODWORKS INC - INTCPY RECEIVABLEPAYABLE E 325486 FAIR MARKET VALUE GOODWILL IND BLDGINC - INTCPY RECEIVABLEPAYABLE - SEE SCH O E 404694 FAIR MARKET VALUE GOODWILL INDUSTRIES BUILDING INC K 363000 FAIR MARKET VALUE GOODWORKS INC AND GOODWILL INDUSTRIES BUILDING INC N 11199629 FAIR MARKET VALUE SCHEDULE 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.