2013-11-14T11:21:46-06:00 2012-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2012-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC % CHARLES J STADLER GOOD 4148474200 5300 North 118th Court Suite MILWAUKEE WI 53225 Charles Stadler 4148474200 2013-11-13 true Michelle L Weber 4142898200 2012 2016-02-25 16:41:14Z JACQUELINE L HALLBERG 5300 NORTH 118TH COURT MILWAUKEE WI 53225 139298018 false X WWW.GOODWILLSEW.COM X 1919 WI GOODWILL PROVIDES TRAINING, EMPLOYMENT AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. 25 20 5342 225 3789890 -920795 33478897 38763090 64813558 65421188 -159684 391876 1596270 1218156 99729041 105794310 1541764 2204641 0 0 75562235 77125749 0 0 459995 18002522 16139971 95106521 95470361 4622520 10323949 109377840 129667587 53195544 63109732 56182296 66557855 X 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 false false 44656047 46829796 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. 42455335 2204641 18765698 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. 87111382 true true false true false false false false false false true false false true true true false true false false false false false false true false false true true true true false false false false false false false true true true false false false false true true true true false false true 123 0 true 5342 true true true false false false false true true false false false false X 25 20 true false false false false false false true true false false true true true true true true true true false IL WI X CHARLES J STADLER 4148474200 5300 NORTH 118TH COURT MILWAUKEE WI 53225 X James Borris 2.0 X Jacqueline M Bowles 2.0 X Juan M Carrasquillo 2.0 X Edward P Carroll Jr 2.0 X Mary Dowell 2.0 X Karen G Duffy 2.0 1.0 X John Dziewa 2.0 X David G Hansen 2.0 X Michael T Jones 2.0 X X Robert J Klug 2.0 1.0 X X David Marcus 2.0 X Michelle I Mason 2.0 1.0 X Timothy Mattke 2.0 X Dennis J McNally 2.0 1.0 X X Richard A Meeusen 2.0 X X Arthur Phillips 2.0 X Thomas V Richtman 2.0 1.0 X Kenneth Riesch 2.0 X X Marcia Rimai 2.0 X Mason Ross 2.0 X Barbara Schrantz 2.0 1.0 X Irene Sudac 2.0 1.0 X THOMAS R SAVAGE 2.0 X CARL E VANDER WILT 2.0 1.0 X Charlie Wright 2.0 X John L Miller 40.0 6.0 X 3206088 0 375217 Charles J Stadler 40.0 6.0 X 267489 0 34374 Vickie L Volpano 40.0 8.0 X 315189 0 34374 Jacqueline L Hallberg 40.0 X 277723 0 34237 Dorothy Wilson 40.0 2.0 X 252627 0 26052 Kent Walters 40.0 X 166045 0 27510 Patricia A Boelter Mundt 40.0 X 214288 0 17532 Patricia Sanchez-aitken 40.0 X 235916 0 24628 V James Andreoni 40.0 X 230119 0 21620 Joan Farrell 40.0 X 204326 0 31035 Robert Schneeberg 40.0 X 183447 0 28839 5553257 0 655418 33 false true false 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 18 X 98426 19775156 17954498 935010 5995 38763090 PARTICIPANT PROGRAMS AND SERVICES 624100 18591392 15429792 3161600 GREAT LAKES PROGRAM AND SERVICES 561499 46829796 46829796 65421188 392784 392784 0 0 499685 380633 119052 0 119052 119052 33300 34208 -908 -908 -908 207137 98426 207137 0 0 32878988 32881730 -2742 -2742 INTERCOMPANY ADMINISTRATION SERVICES 561000 628290 628290 CAFETERIA 561499 263703 263703 INTERCOMPANY INTEREST 900003 32805 32805 177048 177048 1101846 105794310 62433894 3789890 807436 X 1803775 1803775 400866 400866 0 0 2448728 1088418 1277502 82808 163712 163712 61150412 52573017 8378645 198750 1652212 1205123 436509 10580 6016132 4656717 1352494 6921 5694553 4948908 730099 15546 0 157890 117929 39961 170508 170508 42381 42381 0 0 10436242 7414014 2916033 106195 1286461 121972 1164299 190 5669150 5262692 381974 24484 747973 201887 542393 3693 0 4085350 1793414 2291265 671 1834012 1616080 215803 2129 0 330148 121214 200906 8028 3947 3947 0 2292187 386900 1905287 409630 278083 131547 ALLOCATED MANAGEMENT FEES -9864739 -9864739 ALLOCATED OCCUPANCY -1461169 3116426 -4577595 95470361 87111382 7898984 459995 X 0 0 2311138 16152866 32545 236490 8274660 7948544 0 0 0 0 0 0 995913 985994 1501020 1165569 147699662 51308959 87924461 96390703 0 0 0 0 0 0 0 0 8338103 6787421 109377840 129667587 15371763 18634541 0 0 1032591 511222 29923560 41315402 0 0 0 0 2037467 0 0 0 4830163 2648567 53195544 63109732 X 55790053 66223900 392243 333955 0 0 56182296 66557855 109377840 129667587 X 10323949 18310 33300 X false true X true true true X 15628295 64343468 26408640 33490793 38763090 178634286 0 0 15628295 64343468 26408640 33490793 38763090 178634286 0 178634286 592101 879343 1448455 605882 925274 4451055 -32475 0 0 0 0 -32475 89414 73865 72034 161119 207137 603569 183656435 492066617 0.97266 0.97205 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 42381 false false 42381 false LOBBYING ACTIVITY DESCRIPTION SCHEDULE C, PART II-B, QUESTIONS 1B AND 1G 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. 27889805 27889805 94673869 38083955 56589914 14960899 11161463 3799436 10175089 2063541 8111548 96390703 BOND ISSUE COSTS 551587 INVESTMENT IN SUBSIDIARY 5242954 OTHER LONG TERM ASSETS 992880 6787421 0 OBLIG. UNDER CAPITAL LEASES 109501 TRUST FUND ACCRUAL 0 OTHER LIABILITIES 2539066 2648567 X 139162972 18310 14638 33996809 34029757 105133215 661095 661095 105794310 128787413 14638 33963509 33978147 94809266 661095 661095 95470361 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. retro event 305563 98426 207137 207137 0 305563 98426 207137 207137 207137 true GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 5300 NORTH 118TH COURT MILWAUKEE WI 53225 364455490 501(C)(3) 1803775 Grant - see form 990, part iii, line 4b. 1 0 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 Monitoring Procedures Part I, Line 2 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. X true true X X X X false true false true true true true false false Jacqueline L Hallberg 223869 0 52203 0 1651 0 19250 0 14987 0 311960 0 0 0 John L Miller 479072 0 100025 0 2626991 0 360025 0 15192 0 3581305 0 2250736 0 Charles J Stadler 215924 0 50633 0 932 0 19250 0 15124 0 301863 0 0 0 Vickie L Volpano 254774 0 58986 0 1429 0 19250 0 15124 0 349563 0 0 0 Dorothy Wilson 206838 0 45025 0 764 0 19223 0 6829 0 278679 0 0 0 Patricia A Boelter Mundt 173499 0 39087 0 1702 0 16114 0 1418 0 231820 0 0 0 Patricia Sanchez-aitken 199193 0 32945 0 3778 0 9504 0 15124 0 260544 0 0 0 V James Andreoni 173297 0 38325 0 18497 0 15539 0 6081 0 251739 0 0 0 Joan Farrell 163154 0 39824 0 1348 0 15923 0 15112 0 235361 0 0 0 Robert Schneeberg 161847 0 19129 0 2471 0 13956 0 14883 0 212286 0 0 0 Kent Walters 141716 0 23923 0 406 0 12615 0 14895 0 193555 0 0 0 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. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 97710VYV4 2005-12-06 10000000 LAND AND BUILDING EXPANSION false false false B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 97710BHG0 2009-06-04 15000000 LAND AND BUILDING EXPANSION false false false C WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2012-12-20 13500000 LAND AND BUILDING EXPANSION false false false 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 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 A false true true JP MORGAN CHASE 10. false false false 0 false true B false true true US BANK 9.9 false false false 0 false true C false true true US Bank 10. false false false 0 false true A false B false C false 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 BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV 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. 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 Goodwill Talentbridge llc 5300 NORTH 118TH COURT MILWAUKEE WI 53225 271303707 staffing WI 9095094 -3163955 Goodwill SEW 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 GOODWILL MANUFACTURING INC 5300 NORTH 118TH COURT MILWAUKEE WI 53225 392040242 pkg & assemb WI GOODWILL SE WI C CORP 3916959 1.00000 true true true true false false false false false false true false true false true false true false false true 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