GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC (EIN 39-0808491)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349303284
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T11:21:46-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390808491 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF SOUTHEASTERN | BusinessNameLine1 |
| Business Name Line2 | WISCONSIN INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHARLES J STADLER | InCareOfName |
| Name Control | GOOD | NameControl |
| Phone | 4148474200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 North 118th Court | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles Stadler | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 4148474200 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michelle L Weber | Name |
| Phone | 4142898200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JACQUELINE L HALLBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 NORTH 118TH COURT | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 139298018 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOODWILLSEW.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | GOODWILL PROVIDES TRAINING, EMPLOYMENT AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5342 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 3789890 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -920795 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33478897 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38763090 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64813558 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65421188 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -159684 | InvestmentIncomePriorYear |
| Investment Income Current Year | 391876 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1596270 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1218156 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 99729041 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105794310 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1541764 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2204641 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 75562235 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77125749 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 459995 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18002522 | OtherExpensePriorYear |
| Other Expenses Current Year | 16139971 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 95106521 | TotalExpensesPriorYear |
| Total Expenses Current Year | 95470361 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4622520 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10323949 | RevenuesLessExpensesCY |
| Total Assets BOY | 109377840 | TotalAssetsBOY |
| Total Assets EOY | 129667587 | TotalAssetsEOY |
| Total Liabilities BOY | 53195544 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 63109732 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56182296 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66557855 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES OR DISADVANTAGES INCLUDE PHYSICAL OR MENTAL DISABILITIES, SKILL LIMITATIONS, LACK OF EDUCATION AND JOB PREPARATION, COMMUNICATION CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. GOODWILL PURSUES ITS MISSION IN TWO WAYS. THE FIRST IS BY EMPLOYING PEOPLE WITH DISABILITIES AND DISADVANTAGES WITHIN THE ORGANIZATION'S OWN OPERATIONS IN SOUTHEASTERN WISCONSIN AND NORTHERN ILLINOIS. THE SECOND IS BY PROVIDING SOCIAL SERVICES, COMMUNITY PROGRAMS, VOCATIONAL TRAINING, TRANSITIONAL EMPLOYMENT AND SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES OR ARE DISADVANTAGED OR HAVE OTHER SPECIAL NEEDS, IN ORDER TO ENHANCE THEIR EMPLOYMENT OPPORTUNITIES, PREVENT OR ALLEVIATE REHABILITATION PROBLEMS, AND FACILITATE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMU | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 44656047 | Expense |
| Revenue | 46829796 | Revenue |
| Description | Goodwill Great Lakes Goodwill provides food service, administrative services, and logistics support to the United States Navy at Naval Station Great Lakes in Illinois. This program provides work opportunities and skill development for individuals with disabilities through the AbilityOne program. Competitive wages and benefits, training, and an opportunity for career advancement are offered to this diverse workforce, which includes individuals with visual impairment, hearing impairment, developmental disabilities, learning disabilities, physical disabilities, or mental illness. In 2012, Goodwill Great Lakes served 8.5 million meals to U.S. Navy Sailors and recruits. At the end of 2012, Goodwill Great Lakes employed 910 people, 664 of whom were people with significant disabilities. Participants are not ready for competitive employment when they enroll in the AbilityOne program. At Great Lakes, Goodwill offers a safe environment for individuals who may otherwise be denied the opportunity to work. Through the AbilityOne program, people who may have been dependent upon public assistance become taxpaying citizens within their communities. Goodwill provides support to this workforce through accommodations and training. Goodwill's experience in rehabilitation enables the organization to provide appropriate accommodations to ensure that individuals with disabilities are able to perform their assigned job functions. Some examples of accommodations are changes in work schedule or job function to accommodate disability-related issues, interpreters for the hearing impaired, and mobility training for people with visual impairment or physical disabilities. During 2012, Goodwill Great Lakes worked in collaboration with more than 45 community rehabilitation and referral agencies. Goodwill also supports its workforce with training that provides a way for employees to increase their knowledge, advance within Goodwill, or move into competitive positions outside the company. This support takes the form of workshops, on-the-job technical training, one-on-one counseling/coaching sessions, career development and placement activities, and referral to community resources. Training topics include job retention skills and life skills, such as employer expectations, customer service, attendance, appearance, hygiene, communication, attitude, teamwork, time/anger/stress management, financial management, and self-empowerment. In addition to internal training programs, Goodwill offers tuition reimbursement for courses taken through local educational institutions and a Workforce Development Center that serves Goodwill participants, existing and potential employees, and Navy staff and family members. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42455335 | Expense |
| Grants | 2204641 | Grants |
| Revenue | 18765698 | Revenue |
| Description | Mission Services During 2012, the Mission Services programs of Goodwill provided services to more than 44,700 individuals and placed people into 2,953 competitive jobs in the community. Work Services Work Services provides skill development, work experience and on-site paid employment for persons with severe and multiple disabilities or who may have various cognitive barriers to employment. This program offers hands-on experience in high-speed packaging, assembly, inspection, commercial laundry services, and secure document destruction. During 2012, Work Services provided services to 680 individuals with disabilities at two facilities in Milwaukee County. These individuals spent over 393,000 hours performing paid work. Day Services For many years, Goodwill has served adults and seniors with significant developmental, cognitive, and physical disabilities. Goodwill's Day Services were developed at the request of a core customer, Milwaukee County, in response to the need for an outlet for people with disabilities no longer able to participate in Work Services due to increasing age or poor health. Day service programs support adults and seniors with development disabilities to enjoy more independent and active lives in the community. Six Goodwill adult and senior centers offer daily activities covering a wide range of interests including community outings, recreation and socialization with others, volunteering, enhancing life skills, and promoting self advocacy. Programs also offer peace of mind as well as respite for working care givers. During 2012, 464 individuals were served by Goodwill's day service programs. Kenosha County Programs Goodwill has had a significant presence in Kenosha County since 1989, when the Kenosha County Job Center was established. One of Wisconsin's first urban job centers, this site is considered "best practice" on both a national and international level, and Goodwill contributed vital resources and staff experience from the onset. In 2012, Goodwill's Kenosha County Programs served 19,872 individuals and placed people into 926 competitive jobs in the community. Of the 19,872 people served, 5,127 received assistance from the Holiday House program, which provides winter coats, toys, and Thanksgiving and Christmas food baskets to needy families. At the Job Center, Goodwill offers extensive employment services that include job seeking and retention, life skills and parenting workshop sessions, work experience opportunities, one-on-one consultation, mentoring and follow-up. Case management services include assessment, development of employability plans, referrals for agency services and adult education, counseling, job seeking skills and job search. In the Child Care Coordination Unit, staff authorize hours of care for Wisconsin shares child care subsidies payments and promote the development of child care resources. Goodwill operates an on-site, state-licensed child care center at the Job Center that supports parents' transition to employment. Additionally, Goodwill partners with other agencies to address the acute staffing shortages of long-term care workers serving the elderly and individuals with disabilities. Through the Adult Protective Services program, Goodwill provides intervention for at-risk physically disabled and elderly persons by identifying cases of physical abuse, neglect, financial abuse or self-neglect. Senior Services For more than 20 years, Goodwill's Senior Services has helped improve the quality of life for seniors and their families. Senior Services provides support for people who find it difficult to work or cannot participate in Goodwill's employment programs due to increasing age or poor health. Goodwill offers programs that assist seniors in maintaining their independence, with the goal of decreasing premature and unnecessary institutionalization. These programs include Case Management, Home Delivered Meals/Meal-Site Supervision, the Shopping and Errand Service, and the Foster Grandparent Program. The Case Management unit provides long-term care management (intake, assessment, planning for service delivery, ongoing support to members and their families, and case monitoring) for people who have physical or developmental disabilities or are frail elders. During 2012, Goodwill's Home Delivered Meals and Meal Site programs served Milwaukee County senior citizens with nearly 308,600 meals delivered to their homes and nearly 120,000 meals served at 12 congregate meal sites. The Shopping and Errand Program provided seniors with 3,156 specialized shopping trips. In addition to these supportive services, Senior Services provides employment opportunities for more than 70 adults age 60 or older. Senior Services programs also provide more than 125 volunteer opportunities for older adults. Workforce Development Goodwill's workforce development area offers community and supported employment, evaluation services, job placement, mentoring, internships, work adjustment, and skills training. In 2012, 634 individuals received employment services, while 1,157 individuals received evaluation services, benefits counseling, and other supportive services. Participants in workforce development programs were placed into 273 competitive jobs in the community. Skill Training programs focus on providing education and training to help participants find work or start a career. The Business Careers training program offers customized instruction in computer and office management with a goal of placement in administrative support positions. Food Service training is a comprehensive, hands-on program where students prepare and serve meals to approximately 300 customers per day at Goodwill's cafeteria. Customer Service training programs prepare individuals for positions in non-clinical healthcare and retail job opportunities. The Light Industrial training program is geared at securing participants entry-level jobs in manufacturing. In 2012, Goodwill Skill Training and work adjustment programs served 1,000 individuals. Participants in these programs receive practical skills training as well as instruction in employer expectations, workplace behavior, and interpersonal skills. Job placement and retention services ensure that Goodwill graduates are successfully placed. Job coaches provide on-site guidance to newly placed Goodwill program participants to ensure successful integration into the workplace environment. In 2012, Goodwill operated three Workforce Connection Centers providing free job search and support services to the general public, regardless of income or other qualifying criteria. These centers were developed to help individuals who are unemployed or underemployed find and keep jobs. Workforce Connection Center staff provide assistance throughout the job search process, including resume development, job applications, computer access, job-search strategies, and access to resources needed to sustain employment. Goodwill also collaborates with other local organizations to connect center customers to additional resources, including driver's license recovery programs, counseling, benefits assistance, and help with housing and other concerns. Together, these centers provided services to more than 12,600 people in 2012. Temporary Staffing Goodwill's own recruiting and staffing service, Goodwill TalentBridge, is the latest element in Goodwill's workforce development platform. Thousands of people come to Goodwill each year looking for jobs-through the Workforce Connection Centers, traditional employment and training programs, the Human Resources department, TalentBridge, and other avenues. Goodwill's goal is to develop a seamless process to enable people to approach Goodwill for assistance, be assessed, directed to the appropriate resources or training, and ultimately connected to employment. TalentBridge's critical role is to cultivate employer relationships and build partnerships with employers that result in increased job placement opportunities. TalentBridge is Goodwill's link to connect workforce talent to workplace opportunity. TalentBridge offers employers a wide range of solutions and services, including contract employment, contract to hire, direct placement, and recruitment process outsourcing. TalentBridge provides job placement in an array of industries, including manufacturing and industrial, healthcare, finance and banking, professional and administrative, call center, culinary and food service. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 87111382 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 123 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5342 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLES J STADLER | NamePerson |
| Telephone Number | 4148474200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 NORTH 118TH COURT | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| James Borris | |||||||||
| Director | 2.0 | X | |||||||
| Jacqueline M Bowles | |||||||||
| Director | 2.0 | X | |||||||
| Juan M Carrasquillo | |||||||||
| Director | 2.0 | X | |||||||
| Edward P Carroll Jr | |||||||||
| Director | 2.0 | X | |||||||
| Mary Dowell | |||||||||
| Director | 2.0 | X | |||||||
| Karen G Duffy | |||||||||
| Director | 2.0 | X | 1.0 | ||||||
| John Dziewa | |||||||||
| Director | 2.0 | X | |||||||
| David G Hansen | |||||||||
| Director | 2.0 | X | |||||||
| Michael T Jones | |||||||||
| Second Vice Chair | 2.0 | X | X | ||||||
| Robert J Klug | |||||||||
| Treasurer | 2.0 | X | 1.0 | X | |||||
| David Marcus | |||||||||
| Director | 2.0 | X | |||||||
| Michelle I Mason | |||||||||
| Director | 2.0 | X | 1.0 | ||||||
| Timothy Mattke | |||||||||
| Director | 2.0 | X | |||||||
| Dennis J McNally | |||||||||
| SECRETARY | 2.0 | X | 1.0 | X | |||||
| Richard A Meeusen | |||||||||
| Board Chair | 2.0 | X | X | ||||||
| Arthur Phillips | |||||||||
| Director | 2.0 | X | |||||||
| Thomas V Richtman | |||||||||
| Director | 2.0 | X | 1.0 | ||||||
| Kenneth Riesch | |||||||||
| First Vice Chair | 2.0 | X | X | ||||||
| Marcia Rimai | |||||||||
| director | 2.0 | X | |||||||
| Mason Ross | |||||||||
| Director | 2.0 | X | |||||||
| Barbara Schrantz | |||||||||
| Director | 2.0 | X | 1.0 | ||||||
| Irene Sudac | |||||||||
| Director | 2.0 | X | 1.0 | ||||||
| THOMAS R SAVAGE | |||||||||
| Director | 2.0 | X | |||||||
| CARL E VANDER WILT | |||||||||
| DIRECTOR | 2.0 | X | 1.0 | ||||||
| Charlie Wright | |||||||||
| Director | 2.0 | X | |||||||
| John L Miller | |||||||||
| President & CEO | 40.0 | 6.0 | X | 3206088 | 0 | 375217 | |||
| Charles J Stadler | |||||||||
| Senior VP of Finance & CFO | 40.0 | 6.0 | X | 267489 | 0 | 34374 | |||
| Vickie L Volpano | |||||||||
| Senior Vice President & COO | 40.0 | 8.0 | X | 315189 | 0 | 34374 | |||
| Jacqueline L Hallberg | |||||||||
| SR VP - Federal Services | 40.0 | 277723 | 0 | 34237 | X | ||||
| Dorothy Wilson | |||||||||
| SR VP - Mission Services | 40.0 | 2.0 | 252627 | 0 | 26052 | X | |||
| Kent Walters | |||||||||
| vice president | 40.0 | 166045 | 0 | 27510 | X | ||||
| Patricia A Boelter Mundt | |||||||||
| VICE PRESIDENT | 40.0 | 214288 | 0 | 17532 | X | ||||
| Patricia Sanchez-aitken | |||||||||
| VICE PRESIDENT | 40.0 | 235916 | 0 | 24628 | X | ||||
| V James Andreoni | |||||||||
| VICE PRESIDENT | 40.0 | 230119 | 0 | 21620 | X | ||||
| Joan Farrell | |||||||||
| Vice President | 40.0 | 204326 | 0 | 31035 | X | ||||
| Robert Schneeberg | |||||||||
| Vice President | 40.0 | 183447 | 0 | 28839 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5553257 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 655418 | TotalOtherCompensation |
| Number Individuals GT100 K | 33 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Great Lakes Resources Inc | |||||
| 702 E Washington | MADISON | WI | 53701 | Temp Staffing Agency | 5629298 |
| GA JOHNSON SON | |||||
| 828 FOSTER ST | EVANSTON | IL | 60201 | CONSTRUCTION SERVICE | 1571790 |
| FCL BUILDERS LLC | |||||
| 1150 SPRING LAKE DR | ITASCA | IL | 60143 | CONSTRUCTION SERVICE | 1293982 |
| NISH | |||||
| PO BOX 791236 | BALTIMORE | MD | 212791236 | ADMINISTRATIVE SERV. | 985279 |
| VENTURE DEVELOPMENT INC | |||||
| 17400 W CAPITAL DRIVE SUITE 100 | BROOKFIELD | WI | 53045 | Construction Service | 890984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 98426 | FundraisingEvents |
| Related Organizations | 19775156 | RelatedOrganizations |
| Government Grants | 17954498 | GovernmentGrants |
| All Other Contributions | 935010 | AllOtherContributions |
| Noncash Contributions | 5995 | NoncashContributions |
| Total Contributions | 38763090 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PARTICIPANT PROGRAMS AND SERVICES | 624100 | 18591392 | 15429792 | 3161600 |
| GREAT LAKES PROGRAM AND SERVICES | 561499 | 46829796 | 46829796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65421188 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 392784 | TotalRevenueColumn |
| Exclusion | $392,784 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 499685 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 380633 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 119052 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119052 | TotalRevenueColumn |
| Exclusion | $119,052 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 33300 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 34208 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -908 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -908 | TotalRevenueColumn |
| Exclusion | -$908 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 207137 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 98426 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 207137 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 32878988 | GrossSalesOfInventory |
| Cost Of Goods Sold | 32881730 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2742 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2742 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| INTERCOMPANY ADMINISTRATION SERVICES | 561000 | 628290 | 628290 | |
| CAFETERIA | 561499 | 263703 | $263,703 | |
| INTERCOMPANY INTEREST | 900003 | 32805 | $32,805 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177048 | TotalRevenueColumn |
| Related Or Exempt Function Income | 177048 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1101846 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105794310 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62433894 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3789890 | UnrelatedBusinessRevenue |
| Exclusion | $807,436 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1803775 | Total |
| Program Services | 1803775 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400866 | Total |
| Program Services | 400866 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2448728 | Total |
| Program Services | 1088418 | ProgramServices |
| Management And General | 1277502 | ManagementAndGeneral |
| Fundraising | 82808 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163712 | Total |
| Management And General | 163712 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61150412 | Total |
| Program Services | 52573017 | ProgramServices |
| Management And General | 8378645 | ManagementAndGeneral |
| Fundraising | 198750 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1652212 | Total |
| Program Services | 1205123 | ProgramServices |
| Management And General | 436509 | ManagementAndGeneral |
| Fundraising | 10580 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6016132 | Total |
| Program Services | 4656717 | ProgramServices |
| Management And General | 1352494 | ManagementAndGeneral |
| Fundraising | 6921 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5694553 | Total |
| Program Services | 4948908 | ProgramServices |
| Management And General | 730099 | ManagementAndGeneral |
| Fundraising | 15546 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157890 | Total |
| Program Services | 117929 | ProgramServices |
| Management And General | 39961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170508 | Total |
| Management And General | 170508 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42381 | Total |
| Management And General | 42381 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10436242 | Total |
| Program Services | 7414014 | ProgramServices |
| Management And General | 2916033 | ManagementAndGeneral |
| Fundraising | 106195 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1286461 | Total |
| Program Services | 121972 | ProgramServices |
| Management And General | 1164299 | ManagementAndGeneral |
| Fundraising | 190 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5669150 | Total |
| Program Services | 5262692 | ProgramServices |
| Management And General | 381974 | ManagementAndGeneral |
| Fundraising | 24484 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747973 | Total |
| Program Services | 201887 | ProgramServices |
| Management And General | 542393 | ManagementAndGeneral |
| Fundraising | 3693 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4085350 | Total |
| Program Services | 1793414 | ProgramServices |
| Management And General | 2291265 | ManagementAndGeneral |
| Fundraising | 671 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834012 | Total |
| Program Services | 1616080 | ProgramServices |
| Management And General | 215803 | ManagementAndGeneral |
| Fundraising | 2129 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330148 | Total |
| Program Services | 121214 | ProgramServices |
| Management And General | 200906 | ManagementAndGeneral |
| Fundraising | 8028 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3947 | Total |
| Program Services | 3947 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2292187 | Total |
| Program Services | 386900 | ProgramServices |
| Management And General | 1905287 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409630 | Total |
| Program Services | 278083 | ProgramServices |
| Management And General | 131547 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| ALLOCATED MANAGEMENT FEES | -9864739 | -9864739 | |
| ALLOCATED OCCUPANCY | -1461169 | -4577595 | 3116426 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95470361 | Total |
| Program Services | 87111382 | ProgramServices |
| Management And General | 7898984 | ManagementAndGeneral |
| Fundraising | 459995 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2311138 | BOY |
| EOY | 16152866 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32545 | BOY |
| EOY | 236490 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8274660 | BOY |
| EOY | 7948544 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995913 | BOY |
| EOY | 985994 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1501020 | BOY |
| EOY | 1165569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 147699662 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51308959 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87924461 | BOY |
| EOY | 96390703 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8338103 | BOY |
| EOY | 6787421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109377840 | BOY |
| EOY | 129667587 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15371763 | BOY |
| EOY | 18634541 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032591 | BOY |
| EOY | 511222 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29923560 | BOY |
| EOY | 41315402 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037467 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4830163 | BOY |
| EOY | 2648567 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53195544 | BOY |
| EOY | 63109732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55790053 | BOY |
| EOY | 66223900 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392243 | BOY |
| EOY | 333955 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56182296 | BOY |
| EOY | 66557855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109377840 | BOY |
| EOY | 129667587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10323949 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 18310 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 33300 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 15628295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64343468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26408640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33490793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38763090 | CurrentTaxYear |
| Total | 178634286 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15628295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64343468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26408640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33490793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38763090 | CurrentTaxYear |
| Total | 178634286 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 178634286 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 592101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 879343 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1448455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 605882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 925274 | CurrentTaxYear |
| Total | 4451055 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -32475 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | -32475 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73865 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72034 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207137 | CurrentTaxYear |
| Total | 603569 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 183656435 | TotalSupport |
| Gross Receipts From Admissions Etc | 492066617 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97266 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97205 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $42,381 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 42381 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY DESCRIPTION | Identifier |
| Return Reference | SCHEDULE C, PART II-B, QUESTIONS 1B AND 1G | ReturnReference |
| Explanation | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. ("GOODWILL") INCURRED EXPENSES, BOTH INTERNAL AND EXTERNAL PROFESSIONAL FEES, WHILE PROVIDING GOVERNMENT OFFICIALS WITH TOURS OF ITS FACILITES AND OPERATIONS. NO PORTION OF EXPENSE REPRESENTS A REIMBURSEMENT OF EXPENSES TO AN OFFICIAL. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27889805 | OtherCostOrOtherBasis |
| Book Value | 27889805 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94673869 | OtherCostOrOtherBasis |
| Depreciation | 38083955 | Depreciation |
| Book Value | 56589914 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14960899 | OtherCostOrOtherBasis |
| Depreciation | 11161463 | Depreciation |
| Book Value | 3799436 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10175089 | OtherCostOrOtherBasis |
| Depreciation | 2063541 | Depreciation |
| Book Value | 8111548 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 96390703 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUE COSTS | 551587 |
| INVESTMENT IN SUBSIDIARY | 5242954 |
| OTHER LONG TERM ASSETS | 992880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6787421 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIG. UNDER CAPITAL LEASES | $109,501 |
| TRUST FUND ACCRUAL | $0 |
| OTHER LIABILITIES | $2,539,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2648567 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 139162972 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18310 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14638 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 33996809 | OtherRevenues |
| Revenue Not Rptd F990 | 34029757 | RevenueNotRptdF990 |
| Revenue Subtotal | 105133215 | RevenueSubtotal |
| Other Revenues Not Included | 661095 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 661095 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105794310 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 128787413 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14638 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 33963509 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 33978147 | ExpensesNotRptdF990 |
| Expenses Subtotal | 94809266 | ExpensesSubtotal |
| Other Expenses Not Included | 661095 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 661095 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 95470361 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Reconciliation of Revenue | Schedule D Part XI | Line 2(d) - Rental Expenses 380,633 fundraising event expenses 207,137 Cost of goods sold 32,881,730 Fixed asset proceeds 33,300 Net Eliminated Staffing & placement 494,009 ------------ Total 33,996,809 ============ Line 4(b) - Intercompany Interest 32,805 Intercompany Admin Services 628,290 ------------ Total 661,095 ============ |
| Reconciliation of Expenses | Schedule D Part XII | Line 2(d) - Rental Expenses 380,633 fundraising event expenses 207,137 Cost of goods sold 32,881,730 Net Eliminated Staffing & placement 494,009 ------------ Total 33,963,509 ============ Line 4(b) - Intercompany Interest 32,805 Intercompany Admin Services 628,290 ------------ Total 661,095 ============ |
| LIABILITY FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES | PART X | The Financial Accounting Standards Board issued guidance related to the uncertainty of income tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements and requires additional disclosure. Management determined that the guidance does not have a significant impact on the consolidated financial statements of Goodwill for the years ended December 31, 2012 and 2011. Goodwill files information returns in the U.S. Federal and the state of Wisconsin and Illinois jurisdictions. Tax years open under the Federal statute of limitations include 2009 through 2012. Tax years open under state of Wisconsin and state of Illinois statutes include 2008 through 2012. Goodwill classifies interest and penalties on underpayment of income taxes in the consolidated statement of activities as income tax expense. There were no interest or penalties incurred or recorded for the years ended December 31, 2012 and 2011. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | retro event | NameOfEvent1 |
| Gross Receipts Event1 | 305563 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 98426 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 207137 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 207137 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 305563 | GrossReceiptsTotal |
| Charitable Contributions Total | 98426 | CharitableContributionsTotal |
| Gross Revenue Total Events | 207137 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 207137 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 207137 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 NORTH 118TH COURT | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 364455490 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1803775 | AmountOfCashGrant |
| Purpose Of Grant | Grant - see form 990, part iii, line 4b. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| MERCHANDISE VOUCHERS | 10649 | 283876 | FMV | merchandise voucher | |
| CLOTHING FOR JOB INTERVIEWS | 83 | 3176 | FMV | Clothing | |
| TRANSPORTATION FOR JOB INTERVIEWS | 88 | 2002 | FMV | transportation | |
| JOB SEEKING MATERIALS AND EQUIPMENT | 38 | 1382 | FMV | miscellaneous | |
| STIPENDS FOR PROGRAM ACHIEVEMENTS | 355 | 108619 | |||
| PARTICIPANT INCENTIVES | 219 | 1811 | FMV | GIFT CARDS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring Procedures | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| Explanation | Goodwill provides assistance to individuals and families experiencing hardship either directly or through other social service agencies. Goodwill and agency representatives distribute merchandise vouchers that may be redeemed for clothing, household items, transportation, meals, and job-seeking support from Goodwill stores. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacqueline L Hallberg | ||||||||||||||
| SR VP - Federal Services | 223869 | 0 | 52203 | 0 | 1651 | 0 | 19250 | 0 | 14987 | 0 | 311960 | 0 | 0 | 0 |
| John L Miller | ||||||||||||||
| President & CEO | 479072 | 0 | 100025 | 0 | 2626991 | 0 | 360025 | 0 | 15192 | 0 | 3581305 | 0 | 2250736 | 0 |
| Charles J Stadler | ||||||||||||||
| Senior VP of Finance & CFO | 215924 | 0 | 50633 | 0 | 932 | 0 | 19250 | 0 | 15124 | 0 | 301863 | 0 | 0 | 0 |
| Vickie L Volpano | ||||||||||||||
| Senior Vice President & COO | 254774 | 0 | 58986 | 0 | 1429 | 0 | 19250 | 0 | 15124 | 0 | 349563 | 0 | 0 | 0 |
| Dorothy Wilson | ||||||||||||||
| SR VP - Mission Services | 206838 | 0 | 45025 | 0 | 764 | 0 | 19223 | 0 | 6829 | 0 | 278679 | 0 | 0 | 0 |
| Patricia A Boelter Mundt | ||||||||||||||
| VICE PRESIDENT | 173499 | 0 | 39087 | 0 | 1702 | 0 | 16114 | 0 | 1418 | 0 | 231820 | 0 | 0 | 0 |
| Patricia Sanchez-aitken | ||||||||||||||
| VICE PRESIDENT | 199193 | 0 | 32945 | 0 | 3778 | 0 | 9504 | 0 | 15124 | 0 | 260544 | 0 | 0 | 0 |
| V James Andreoni | ||||||||||||||
| VICE PRESIDENT | 173297 | 0 | 38325 | 0 | 18497 | 0 | 15539 | 0 | 6081 | 0 | 251739 | 0 | 0 | 0 |
| Joan Farrell | ||||||||||||||
| Vice President | 163154 | 0 | 39824 | 0 | 1348 | 0 | 15923 | 0 | 15112 | 0 | 235361 | 0 | 0 | 0 |
| Robert Schneeberg | ||||||||||||||
| Vice President | 161847 | 0 | 19129 | 0 | 2471 | 0 | 13956 | 0 | 14883 | 0 | 212286 | 0 | 0 | 0 |
| Kent Walters | ||||||||||||||
| vice president | 141716 | 0 | 23923 | 0 | 406 | 0 | 12615 | 0 | 14895 | 0 | 193555 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Leadership Incentive Plan | Part I, Line 5a -b and 6a - b | Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") provides an incentive plan for certain management personnel, excluding the President. The purpose of Goodwill's Leadership Incentive Plan ("Plan") is to motivate executives to achieve mission-related objectives and to produce measurable financial results, which will enhance Goodwill's long-term value to the communities served and will promote the financial security and stability of the organization. The Plan includes financial performance goals based on revenue and net income. The Plan is administered by Goodwill's President with review and approval by the Human Resources and compensation Committee of the Board of Directors. |
| Health and Social Club Dues | Part I, Line 1A | The Health and Social Club dues referenced in Part I, Line 1A are used for business purposes. Any personal use expenses are reimbursed to Goodwill. |
| Supplemental Non-Qualified retirement Plan | Part I, Line 4b | John L. Miller participated in a deferred compensation plan, a plan that was only available to him, and he became vested in the plan in 2012. While there were no contributions to the plan in 2012, plan investment earnings were $340,775. Mr. Miller's 2012 taxable compensation included a plan distribution of $2,590,716 equal to the vested balance in the plan from contributions and earnings throughout the fourteen-year plan term. This amount is disclosed, as required, in Schedule J, Part II, Column (B)(iii). It is also disclosed in column (F) since deferred compensation contributions and earnings were disclosed in prior periods. Additionally, the 2012 plan earnings of $340,775 are disclosed in both columns (B)(iii) and (C), as required, since they were earned and distributed in the same period. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | ||||||||
| A | 391337855 | 97710VYV4 | 2005-12-06 | 10000000 | LAND AND BUILDING EXPANSION | false | false | false |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | ||||||||
| B | 391337855 | 97710BHG0 | 2009-06-04 | 15000000 | LAND AND BUILDING EXPANSION | false | false | false |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | ||||||||
| C | 391337855 | 2012-12-20 | 13500000 | LAND AND BUILDING EXPANSION | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 10000000 | 0 | 0 | 0 | 0 | 0 | 183605 | 0 | 0 | 9816395 | 0 | 0 | 2006 | false | false | true | true |
| B | 15000000 | 0 | 0 | 0 | 0 | 0 | 200000 | 0 | 0 | 14800000 | 0 | 0 | 2010 | false | false | true | true |
| C | 0 | 0 | 13500000 | 0 | 0 | 3905000 | 126171 | 0 | 0 | 9468829 | 0 | 0 | 2012 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | true |
| B | false | false | false | false | 0 | false | false | false | true |
| C | false | false | false | false | 0 | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE | ||||||||||
| A | false | true | true | 10. | false | false | false | 0 | false | true |
| US BANK | ||||||||||
| B | false | true | true | 9.9 | false | false | false | 0 | false | true |
| US Bank | ||||||||||
| C | false | true | true | 10. | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
| C | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MillerCoors | |||
| ENTITY W/ COMMON ODTKE | 124118 | sold product to goodwill | false |
| Elizabeth McNally | |||
| FAMILY OF DIRECTOR | 163712 | entity paid wages | false |
| Bergengeria | |||
| ENTITY W/ COMMON ODTKE | 781852 | services from bergengeria | false |
| us bank | |||
| entity w/ common odtke | 674573 | interest and fees: us bank | false |
| briggs and stratton | |||
| entity w/ common odtke | 2006772 | service to briggs and stratton | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | The above business transactions involving interested persons are provided to Goodwill at or below fair value and are in the normal course of business. All decisions to enter into these transactions were reviewed in accordance with our conflict of interest policy and the interested persons were excluded from the decision making process. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Specific Assistance to Individuals | PART IV, LINE 22 | SPECIFIC ASSISTANCE TO INDIVIDUALS: $ 400,866 GOODWILL WORKS IN A JOINT EFFORT WITH SOCIAL SERVICE AGENCIES TO PROVIDE INDIVIDUALS AND FAMILIES IN NEED WITH CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION AND JOB-SEEKING MATERIALS. |
| Related Party Disclosure | Part VI, Line 2 | Darryll Fortune and Marcia Rimai have a business relationship. Michael Jones and Dennis McNally have a family relationship. |
| Form 990 Review | Part VI, Line 11a | Members of the Audit and Compliance Committee of the Board of Directors reviewed the Form at its June 20, 2013 Committee meeting. In addition, Members of the Full Board were provided with an electronic copy of the Form on October 29, 2013, prior to filing of the Form 990. |
| WRITTEN CONFLICT OF INTEREST POLICY | PART VI-B, LINE 12 | Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") maintains a conflict of interest policy ("policy"). The purpose of the policy is to protect Goodwill's interests when contemplating entering into a transaction or arrangement that might benefit the financial interest of an interested person such as an officer, director, or key employee of Goodwill. An interested person must disclose the existence of his or her financial interest and all material facts related to the proposed transaction or arrangement. After such disclosure, he or she shall recuse himself or herself during the discussion of, and the vote on, the proposed transaction, whether the transaction reflects fair market value, has no bearing on the relationship, and is in the best interest of the organization. |
| COMPENSATION DETERMINATION | PART VI, LINE 15 | Goodwill Industries of Southeastern Wisconsin, Inc., and Affiliates ("Goodwill") compensation package includes a salary, defined contribution plan and health and welfare benefits. Goodwill engaged an independent firm to assess reasonableness of its compensation package for top management positions. The firm assessed compensation using survey data representing similar positions based on industry, revenue, number of employees and other peer group data. The report was reviewed by the Human Resources and Compensation Committee ("Committee") of the Board of Directors and compensation for Goodwill's top management positions was approved by a Committee vote. |
| Public Availability | SECTION VI, LINE 19 | Goodwill Industries of Southeastern Wisconsin, Inc. and Affiliates ("Goodwill") posts its governing documents, conflict of interest policy, annual report, financial statements and Forms 990 to its website. Goodwill also makes this information, and other required disclosures, available upon request. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | SCHEDULE XI, LINE 5 | proceeds from asset sale $33,300 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:523203 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:578847 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:LEASED EMPLOYEES TOTAL FEES:5670312 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:MEDICAL SUPPLIES TOTAL FEES:234511 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:MEMBERSHIP FEES TOTAL FEES:260377 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:2590093 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY STAFFING TOTAL FEES:399562 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:TUITION REIMBURSEMENT TOTAL FEES:179337 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill Talentbridge llc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 NORTH 118TH COURT | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271303707 | EIN |
| Primary Activities | staffing | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | 9095094 | TotalIncome |
| EOY Assets | -3163955 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodwill SEW | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GOODWILL RETAIL SERVICES Inc | ||||||||||
| 5300 NORTH 118TH COURT | Milwaukee | WI | 53225 | 392040239 | SUPPORTING | WI | 501(C)(3) | 11b | nA | true |
| GOODWILL INDUSTRIES OF METRO CHICAGOInc | ||||||||||
| 5300 NORTH 118TH COURT | Milwaukee | WI | 53225 | 364455490 | HUMAN SERVICE | IL | 501(C)(3) | 7 | NA | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL MANUFACTURING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 NORTH 118TH COURT | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392040242 | EIN |
| Primary Activity | pkg & assemb | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL SE WI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of EOY Assets | 3916959 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO | ||
| A | 7042 | FMV |
| GOODWILL MANUFACTURING INC | ||
| A | 32805 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| A | 994966 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO | ||
| B | 1803775 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| C | 19775156 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| J | 2226077 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO | ||
| L | 404039 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| L | 9677599 | FMV |
| GOODWILL MANUFACTURING INC | ||
| L | 628290 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| N | 1481415 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO | ||
| P | 347438 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| P | 9431122 | FMV |
| GOODWILL MANUFACTURING INC | ||
| P | 2446551 | FMV |
| GOODWILL RETAIL SERVICES INC | ||
| S | 43586335 | FMV |
| GOODWILL MANUFACTURING INC | ||
| S | 2276788 | FMV |
| GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO | ||
| S | 2761354 | FMV |
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