GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC: Form 990, tax year 2011
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- Organization
- GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC (EIN 86-0223401)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201341349349302759
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:09:08-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860683059 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BeachFleischman PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64130 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857284130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860223401 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Southern Arizona Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 5206235174 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 East Silverlake Road No 405 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857131950 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Suzanne Lawder | Name |
| Title | President/CEO | Title |
| Phone | 5206235174 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karen K McCloskey CPA | Name |
| PTIN | P00099644 | PTIN |
| Phone | 5203214600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Suzanne Lawder | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 East Silverlake Road No 405 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857131950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19497195 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.goodwilltucson.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | GISA provides training, services and jobs for people with barriers to employment. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 708 | TotalNbrEmployees |
| Total Nbr Volunteers | 90 | TotalNbrVolunteers |
| Total Gross UBI | 1107 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 958039 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1109406 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34047 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42993 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -11600 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1738 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14569415 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17912469 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15549901 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19066606 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8631202 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10602054 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 29695 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5978925 | OtherExpensePriorYear |
| Other Expenses Current Year | 7530288 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14610127 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18132342 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 939774 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 934264 | RevenuesLessExpensesCY |
| Total Assets BOY | 7472293 | TotalAssetsBOY |
| Total Assets EOY | 8272879 | TotalAssetsEOY |
| Total Liabilities BOY | 3094510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3267670 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4377783 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5005209 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Our mission is to provide services, training and jobs to people with barriers to employment. 2012 activities: 14,807 units of service through Goodwill's five free Job Connection Centers. 3468 individuals were served at the centers. (Continued at Schedule O.) 1273 unemployed and dislocated individuals attended employment and computer training workshops through Goodwill's contracts with the Pima County One Stop. In partnership with adult parole and probation, 4,664 community service hours were completed at Goodwill stores. 185 unemployed/underemployed individuals received services through Goodwill's computer/customer service program. 101 at-risk youth participated in our youth mentoring program. 191 employees received industry recognized training to help them move up the career ladder and add much needed skill sets to local companies. 392 Goodwill employees were served through the employee assistance program. GISA also provided 835 much needed jobs in the community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14279948 | Expense |
| Revenue | 17922853 | Revenue |
| Description | Goodwill Industries of Southern Arizona, Inc. operates 12 thrift stores, three outlets, one salvage operation and one auction facility in Southern Arizona. Goodwill's retail program gave back to the community by providing 835 jobs to Tucson workers at these retail locations and touched the lives of over 20,000 men, women and children by generating funding for educational and vocational programs. $9,316,193 in income was earned in wages and benefits by adults trained or employed by Goodwill, supporting the local economy and dramatically reducing welfare assistance. 1,126,441 people benefitted from low-cost purchases in the 12 retail stores. 375,108 donors provided donated material goods. 20,255,832 pounds of goods were recycled and diverted from landfills. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1850385 | Expense |
| Revenue | 42993 | Revenue |
| Description | Goodwill Industries of Southern Arizona, Inc. provides educational training and support services to increase employability of individuals with barriers to employment through community-based facilities. 9,082 persons were served through these educational and training programs and 3,468 people were served at five Job Connection Centers located at the retail store sites. Other valuable services include youth mentoring, literacy programs and crisis intervention in partnership with other charities. Highlights of these services include: Goodwill's state-of-the-art Job Connection Centers provide job search assistance including: career planning, resume development, assistance in conducting an internet job search, interview skills training, and referral to appropriate job openings. (Continued at Schedule O.) All services at the centers are free of charge and no appointment is necessary. Goodwill's Job Connection Centers also provide referrals to other community support services including family counseling, day care assistance, ESL or GED training, financial literacy training, tax filing assistance, and food boxes. Visitors to Goodwill's Job Connection Centers can build a resume, apply for jobs online, search the community job postings board, and learn about training and other educational opportunities available in Southern Arizona. Goodwill's Ready-To-Earn Computer/Customer Service Training is a program specifically designed to provide individuals with the entry-level skills needed for successful employment in Tucson's Call Center Industry with starting wages of $8.00 - $12.00 per hour. The Ready-To-Earn Training Program is highly respected by area employers and has won three national awards. This program is accredited under CARF-the Commission on Accreditation of Rehabilitation Facilities-Employment Skills Training and licensed by the Arizona Board for Private Postsecondary Education..Goodwill's Morse Job Opportunity Center provides paid work and sheltered employment services for adults with disabilities who are too severely disabled to work in other locations in the community. Goodwill's Job Opportunity Center provides these individuals with the protected/safe work environment in which they receive the support they need and "real pay for real work".The services provided through Goodwill's Job Opportunity Center are accredited under CARF-the Commission on Accreditation of Rehabilitation Facilities-Organizational Employment. Individuals participating in Goodwill's Job Opportunity Center must be referred and supported by the State of Arizona - Division of Development Disabilities (DES-DDD) or the State of Arizona - Rehabilitation Services Administration (DES-RSA). Goodwill Youth Mentoring is an exciting and innovative program to help at risk youth build career plans and skills, prepare for school completion, post-secondary training and productive work by providing structured and supportive relationships with trusted adult mentors. It targets young people between the ages of 12 and 17 who are at-risk for dropping out of school, facing legal troubles, or are at risk for delinquency due to issues such as abuse, disability, drug or alcohol dependence, or gang membership. We also support the families of enrolled youth by providing community resource information, job search assistance and other support as needed. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16130333 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 123 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 708 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Lawder | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5206235174 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E Silverlake Rd Ste 405 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85713 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Lorenzo Cotton | |||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | ||
| Ludwig Kuttner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bernie Ray | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Guillermo S Robles | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bob Shaff | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jim Zarling | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ron Robinette | |||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| James Wertheimer | |||||||
| Immd Past Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Sylvia Lee | |||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| Ben Burnside | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Dan Talerico | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| Suzanne Lawder | |||||||
| President/CEO | 50.00 | 233189 | 0 | 243243 | X | ||
| Lisa Allen | |||||||
| COO | 50.00 | 130549 | 0 | 13952 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 363738 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 257195 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| A&G Custodial & Maintenance | |||||
| 4925 N Alicia | Tucson | AZ | 85705 | Custodial | 106982 |
| ADP | |||||
| PO Box 842875 | Boston | MA | 022842875 | Payroll Processing | 101682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 892987 | GovernmentGrants |
| All Other Contributions | 216419 | AllOtherContributions |
| Noncash Contributions | 2700 | NoncashContributions |
| Total Contributions | 1109406 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Contract & custom work | Description |
| Business Code | 624310 | BusinessCode |
| Total Revenue Column | 42993 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42993 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42993 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2638 | TotalRevenueColumn |
| Exclusion | $2,638 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 69190 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79574 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -10384 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10384 | TotalRevenueColumn |
| Related Or Exempt Function Income | -11491 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1107 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3158 | Securities |
| Other | 6300 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3133 | Securities |
| Other | 7225 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25 | Securities |
| Other | -925 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -900 | TotalRevenueColumn |
| Exclusion | -$900 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 18263510 | GrossSalesOfInventory |
| Cost Of Goods Sold | 340657 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17922853 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17922853 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19066606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17954355 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1107 | UnrelatedBusinessRevenue |
| Exclusion | $1,738 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623365 | Total |
| Program Services | 562525 | ProgramServices |
| Management And General | 59043 | ManagementAndGeneral |
| Fundraising | 1797 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8671563 | Total |
| Program Services | 7793160 | ProgramServices |
| Management And General | 864642 | ManagementAndGeneral |
| Fundraising | 13761 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44379 | Total |
| Program Services | 39901 | ProgramServices |
| Management And General | 4478 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408517 | Total |
| Program Services | 131624 | ProgramServices |
| Management And General | 276756 | ManagementAndGeneral |
| Fundraising | 137 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854230 | Total |
| Program Services | 777905 | ProgramServices |
| Management And General | 74689 | ManagementAndGeneral |
| Fundraising | 1636 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30065 | Total |
| Program Services | 20340 | ProgramServices |
| Management And General | 9725 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17512 | Total |
| Program Services | 11068 | ProgramServices |
| Management And General | 6444 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11038 | Total |
| Program Services | 6976 | ProgramServices |
| Management And General | 4062 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439134 | Total |
| Program Services | 151482 | ProgramServices |
| Management And General | 284073 | ManagementAndGeneral |
| Fundraising | 3579 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250382 | Total |
| Program Services | 186513 | ProgramServices |
| Management And General | 63869 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014766 | Total |
| Program Services | 970916 | ProgramServices |
| Management And General | 42852 | ManagementAndGeneral |
| Fundraising | 998 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3861012 | Total |
| Program Services | 3850128 | ProgramServices |
| Management And General | 6128 | ManagementAndGeneral |
| Fundraising | 4756 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481141 | Total |
| Program Services | 424829 | ProgramServices |
| Management And General | 54355 | ManagementAndGeneral |
| Fundraising | 1957 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108036 | Total |
| Program Services | 75215 | ProgramServices |
| Management And General | 32821 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132462 | Total |
| Program Services | 83716 | ProgramServices |
| Management And General | 48746 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724230 | Total |
| Program Services | 635075 | ProgramServices |
| Management And General | 89155 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53285 | Total |
| Program Services | 39712 | ProgramServices |
| Management And General | 13573 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bank charges | 250267 | 250131 | 136 | |
| Specific assistance | 103924 | 85759 | 18165 | |
| Other expenses | 53034 | 33358 | 18602 | 1074 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18132342 | Total |
| Program Services | 16130333 | ProgramServices |
| Management And General | 1972314 | ManagementAndGeneral |
| Fundraising | 29695 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466737 | BOY |
| EOY | 1797737 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014972 | BOY |
| EOY | 277972 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60566 | BOY |
| EOY | 205603 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86129 | BOY |
| EOY | 20772 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413092 | BOY |
| EOY | 523138 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252342 | BOY |
| EOY | 259393 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9642373 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4830651 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4766761 | BOY |
| EOY | 4811722 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154939 | BOY |
| EOY | 171020 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74319 | BOY |
| EOY | 69627 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182436 | BOY |
| EOY | 135895 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7472293 | BOY |
| EOY | 8272879 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074558 | BOY |
| EOY | 1191575 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12111 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1861344 | BOY |
| EOY | 1448299 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146497 | BOY |
| EOY | 627796 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094510 | BOY |
| EOY | 3267670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4251020 | BOY |
| EOY | 4870781 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126763 | BOY |
| EOY | 134428 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4377783 | BOY |
| EOY | 5005209 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7472293 | BOY |
| EOY | 8272879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 934264 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -306838 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 684757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 558540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1254348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 958039 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1109406 | CurrentTaxYear |
| Total | 4565090 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 684757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 558540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1254348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 958039 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1109406 | CurrentTaxYear |
| Total | 4565090 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 514689 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4050401 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123823 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63183 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71828 | CurrentTaxYear |
| Total | 408805 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 1107 | CurrentTaxYear |
| Total | 1107 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5110 | CurrentTaxYearMinus4Years |
| Total | 5110 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4980112 | TotalSupport |
| Gross Receipts From Admissions Etc | 59495968 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11038 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11038 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 18121304 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 18132342 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 604483 | CurrentYearMinus3 |
| Current Year Minus2 | 765680 | CurrentYearMinus2 |
| Current Year Minus1 | 883941 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3254104 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,881,156 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 21687 | CurrentYearMinus3 |
| Current Year Minus2 | 22813 | CurrentYearMinus2 |
| Current Year Minus1 | 5455 | CurrentYearMinus1 |
| Current Year | 11038 | CurrentYear |
| Total | 60993 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 151121 | CurrentYearMinus3 |
| Current Year Minus2 | 191420 | CurrentYearMinus2 |
| Current Year Minus1 | 220985 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 813526 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,220,289 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74319 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1012 | InvestmentEarningsOrLosses |
| Other Expenditures | 3158 | OtherExpenditures |
| Administrative Expenses | 522 | AdministrativeExpenses |
| End Of Year Balance | 69627 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67262 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 14834 | InvestmentEarningsOrLosses |
| Other Expenditures | 7227 | OtherExpenditures |
| Administrative Expenses | 550 | AdministrativeExpenses |
| End Of Year Balance | 74319 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60601 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6661 | InvestmentEarningsOrLosses |
| End Of Year Balance | 67262 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 98783 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -25024 | InvestmentEarningsOrLosses |
| Other Expenditures | 13158 | OtherExpenditures |
| End Of Year Balance | 60601 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1701447 | OtherCostOrOtherBasis |
| Book Value | 1701447 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3646908 | OtherCostOrOtherBasis |
| Depreciation | 2416663 | Depreciation |
| Book Value | 1230245 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1473740 | OtherCostOrOtherBasis |
| Depreciation | 769079 | Depreciation |
| Book Value | 704661 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1452577 | OtherCostOrOtherBasis |
| Depreciation | 902895 | Depreciation |
| Book Value | 549682 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1367701 | OtherCostOrOtherBasis |
| Depreciation | 742014 | Depreciation |
| Book Value | 625687 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4811722 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred rent | $456,627 |
| Deferred compensation | $151,994 |
| Funds held for others | $19,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 627796 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds consist solely of board designated net assets held for various board designated purposes. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Financial statement FIN 48 (ASC 740) footnote: Both GISA and GIT are exempt from income taxes under both Federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws, and are classified as other than a private foundation. Accordingly, no provision for federal and state income taxes is made. Income from certain activities not directly related to their tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (UBTI). During the years ended June 30, 2012 and 2011, GISA earned unrelated business taxable income, however, amounts are insignificant to the Organization's overall operations; therefore, the accompanying financial statements contain no provision for income taxes. GAAP requires management to perform an evaluation of all tax positions taken or expected to be taken in the course of preparing GISA's and GIT's tax returns to determine whether the tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. This evaluation is required to be performed for all open tax years, as defined by the various statutes of limitations, for federal and state purposes. GISA and GIT are only subject to income taxes on UBTI as applicable. As a result, GISA and GIT are required to file informational returns for federal and state purposes and, if they have UBTI, federal and state income tax returns. With limited exceptions, GISA and GIT are no longer subject to tax examination for any years earlier than 2009 for federal and 2008 for state. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Suzanne Lawder | NamePerson |
| Base Compensation Filing Org | 179537 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 31800 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 21852 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 237624 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5619 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 476432 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | Suzanne Lawder has been employed by Goodwill Industries of Southern Arizona, Inc. (GISA) for 31 years. She has served in her current capacity as President and CEO for 26 years. She assumed the responsibility of President/CEO when GISA was faltering and on the verge of filing for bankruptcy. In line with current best practices, the GISA Board, in 2009, hired an independent compensation consultant who reported that Ms. Lawder's compensation remained below comparable compensation being paid other not-for-profit top executives in the Tucson Metro area. Of further concern was GISA's commitment to Affirmative Action and the fact that the other executives, with like organizations, were all male. Ms. Lawder continued in her position for many years without retirement and other benefits accorded to CEOs in similar positions in the Tucson area. To address this situation, a company specializing in "catch-up" clauses was retained. After almost a year of working with the outside consultant on the above issue, the Board approved, under the recommendation of the Compensation Committee, a retirement "catch-up" clause with the purpose of back-paying retirement benefits by including a 457(b) and an After Tax Savings Program in Suzanne's current employment agreement. In fiscal year ended June 30, 2012, $16,500 was contributed to the 457(b) plan and $214,624 was contributed to the After Tax Savings Program. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Audit Committee reviews the Form 990 before it is filed with the IRS. The committee then reports to the Executive/Finance Committee and to the Board as part of their committee report. Then at a Board meeting each Board member is handed a copy of the 990 for discussion and compliance purposes. | |
| Form 990, Part VI, Section B, line 12c | The Bylaws state Directors must be independent and do not receive, directly or indirectly, material financial benefits from the corporation or its related parties. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence and nature of his or her financial interest to the Board of Directors and members of any committees with any Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest, the interested person shall leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Directors or committee members shall decide if a conflict of interest exists. If the disinterested Directors have reasonable cause to believe that the interested Director has failed to disclose an actual or possible conflict of interest, the disinterested Directors shall inform the interested Director of the basis for such belief and afford the interested Director an opportunity to explain the alleged failure to disclose. If, after hearing the response of the interested Director and making such further investigation as may be warranted in the circumstances, the disinterested Directors determine that the interested Director has, in fact, failed to disclose an actual or possible conflict of interest, they shall take appropriate disciplinary and corrective action. | |
| Form 990, Part VI, Section B, line 15 | GISA follows a compensation philosophy which is to provide compensation that is fair, reasonable, and consistent with compensation paid in the non-profit sector for positions of comparable complexity and responsibility. The goal is to recruit and retain high-performing employees and to motivate, recognize and reward excellent performance regarding contributions to the fulfillment of GISA's mission, vision and values. The Compensation Committee has been delegated such decision making power by the Board of Directors. With the assistance and recommendations of an outside, independent consultant, all compensation arrangements regarding executives and key employees of GISA are approved by the Compensation Committee which is composed entirely of individuals who do not have a conflict of interest with respect to the compensation arrangements. The recommendations of the outside consultant are determined by market research results based on data collected from other similar non-profit organizations and include organization based performance measures. The Compensation Committee ensures that the basis upon which such compensation recommendations and decisions made are well justified, reasonable and documented. A report of the work of the Compensation Committee is then presented to the full Board. | |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financial statements are available upon request. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -5,061. Prior period adjustment -301,777. Total to Form 990, Part XI, Line 5: -306,838. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Tucson Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 E Silverlake Road Ste 405 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860772824 | EIN |
| Primary Activities | Charitable | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Industries of Southern Arizona Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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