2012-08-13T10:06:09-05:00 2011-12-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2011-01-01 060662111 GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC GOOD 2033686511 165 OCEAN TERRACE BRIDGEPORT CT 06605 DAVID H TURNER 2033686511 2012-08-06 1 LORI M BUDNICK P00046310 8605614000 2011 2016-02-24 21:20:13Z DAVID H TURNER 165 OCEAN TERRACE BRIDGEPORT CT 06605 42037999 0 X WWW.GOODWILLWCT.ORG X 1951 CT TO REHABILITATE MENTALLY AND PHYSICALLY CHALLENGED PERSONS 16 16 1418 60 0 0 7135322 8589657 30253495 33315708 171642 132634 0 0 37560459 42037999 0 0 0 0 19314081 22439117 0 0 193728 13012371 15203741 32326452 37642858 5234007 4395141 39472421 44849128 3056252 4122901 36416169 40726227 X GOODWILL OF WESTERN AND NORTHERN CONNECTICUT SERVES PEOPLE WITH DISABILITIES, ECONOMIC DISADVANTAGES, AND OTHER BARRIERS TO EMPLOYMENT THROUGHOUT WESTERN AND NORTHERN CONNECTICUT. OUR MISSION IS TO HELP PEOPLE ACHIEVE INDEPENDENCE AND SELF-SUFFICIENCY. THIS IS ACCOMPLISHED THROUGH INDIVIDUALIZED TRAINING, JOB PLACEMENT SERVICES, COMMUNITY SUPPORTS, RESIDENTIAL SERVICES AND REHABILITATION PROGRAMS. WE OPERATE RETAIL STORES TO SUPPORT OUR PROGRAMS, AND TO PROVIDE TRAINING OPPORTUNITIES FOR THOSE WE SERVE. 0 0 13736097 19746613 PROGRAM TITLE: STORESPROGRAM DESCRIPTION: INCLUDES COLLECTION, PROCESSING AND SALES OF DONATED GOODS AND OTHER ITEMS; PROVIDES JOB TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE AT MORE THAN 15 LOCATIONS. PROCEEDS FROM RETAIL STORES ARE USED TO HELP FUND OUR PROGRAMS AND TO PROVIDE COMMUNITY OUTREACH TO PEOPLE IN NEED SUCH AS THANKSGIVING FOOD BASKETS, CHILDREN'S HOLIDAY ACTIVITIES, SUMMER CAMP OPPORTUNITIES, SCHOOL SUPPLIES AND OTHER SUPPORT. ADDTIONALLY, GOODWILL CAREER CENTERS OFFER JOB SEEKERS FREE ACCESS TO EMPLOYMENT RESOURCES THAT WILL HELP THEM TO BECOME GAINFULLY EMPLOYED OR TO MOVE UPWARD IN THEIR CAREER. RESOURCES OFFERED INCLUDE HELP WITH RESUME AND COVER LETTER BUILDING, ACCESS TO LOCAL JOB POSTINGS, USE OF COMPUTERS AND THE INTERNET, REFERRALS TO EDUCATION AND COMMUNITY SUPPORT AND JOB FOCUSED WORKSHOPS. GOODWILL CAREER CENTERS ARE FUNDED BY REVENUE FROM GOODWILL'S RETAIL STORES. 17075147 10374960 PROGRAM TITLE: VOCATIONAL SERVICES PROGRAM DESCRIPTION: INCLUDES PRODUCTION AND ASSEMBLY FOR LOCAL COMPANIES AT GOODWILL; RECYCLING OF BOOKS NOT SOLD IN RETAIL STORES INTO GOODWILL'S WEB BASED E-BOOK PROGRAM. ALSO INCLUDES CUSTODIAL AND RETAIL ENCLAVES THAT WORK AT COMMUNITY SITES WITH JOB COACH ASSISTANCE. 2606641 PROGRAM TITLE: SOLICITATION AND TRANSPORTATIONPROGRAM DESCRIPTION: OPERATE FLEET OF TRUCKS TO PICK UP DONATED MATERIALS AND DELIVER TO STORES. 927897 2926156 REHABILITATION - INCLUDES COMPREHENSIVE EMPLOYMENT SERVICES AND JOB TRAINING FOR ADULTS AND TEENS WITH DISABILITIES AND TEENS "AT-RISK". SERVICES ALSO PROVIDED INCLUDE VOCATIONAL SERVICES FOR INDIVIDUALS MOVING FROM WELFARE TO WORK; BRAIN INJURY REHABILITATION SERVICES AND LIFE SKILLS TRAINING.RESIDENTIAL - INCLUDES TWO COMMUNITY RESIDENCES AND INDIVIDUAL SUPPORTED LIVING SERVICES FOR ADULTS WITH ACQUIRED BRAIN INJURIES. ALSO INCLUDES 28 SINGLE ROOM APARTMENTS FOR ADULTS WITH MENTAL OR PHYSICAL DISABILITIES THAT PROVIDE 24-HOUR SECURITY, THREE MEALS A DAY, A COMMUNITY LOUNGE, LAUNDRY FACILITIES AND SOCIAL EVENTS AND COMMUNITY OUTINGS. SUPPORTED LIVING SERVICES ARE PROVIDED TO PEOPLE WITH MENTAL OR PHYSICAL DISABILITIES OR AN ACQUIRED BRAIN INJURY THROUGHOUT OUR TERRITORY AND SERVICE AREA. COMMUNITY EXPERIENCE PROGRAM - PROVIDES THE OPPORTUNITY FOR COMMUNITY BASED ACTIVITIES AND INDIVIDUAL CHOICE FOR PEOPLE WITH SEVERE DISABILITIES. THIS PROGRAM'S PURPOSE IS TO ENHANCE AND ENRICH THE LIVES OF EACH PARTICIPANT THROUGH ASSESSMENTS, WORK ACTIVITIES, VOLUNTEER EXPERIENCES, AND SOCIAL AND RECREATIONAL ACTIVITIES.ACQUIRED BRAIN INJURY PROGRAM - THIS PROGRAM PROVIDES COMPREHENSIVE INDEPENDENT LIVING SKILLS TRAINING, EMPLOYMENT AND COMMUNITY LIVING SUPPORT SERVICES TO INDIVIDUALS WHO HAVE SUSTAINED A BRAIN INJURY. SERVICES ARE PROVIDED TO INDIVIDUALS WHO ARE INSTITUTIONALIZED OR ARE AT RISK OF INSTITUTIONALIZATION BUT CAN LIVE SAFELY IN THE COMMUNITY WITH SUPPORT. 927897 2926156 34345782 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 186 0 1 1418 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X JEREMIAH J SEGRUE JR CFO 2035815309 165 OCEAN TERRACE BRIDGEPORT CT 06605 DAVID B COLE 0.50 X 0 0 0 MORAG L VANCE 0.50 X 0 0 0 WILLIAM S SAWCH ESQ 0.50 X 0 0 0 DOROTHY FARKAS 0.50 X 0 0 0 THOMAS W GRANT 0.50 X 0 0 0 WILLIAM P SHANNON 0.50 X 0 0 0 ANGELA KALMANASH 0.50 X X 0 0 0 JOSEPH A RICCIO JR 0.50 X 0 0 0 ROBERT J BERTA ESQ 0.50 X 0 0 0 STEPHEN P JAKAB 0.50 X X 0 0 0 JOHN LEVERTY 0.50 X 0 0 0 JOHN C MAHER 0.50 X 0 0 0 ESTEBAN A FERRER ESQ 0.50 X 0 0 0 MICHAEL MURPHY 0.50 X X 0 0 0 WILLIAM A RIDOLFI 0.50 X 0 0 0 SUZANNE BALDASARE ESQ 0.50 X 0 0 0 JOHN S OSTASZEWSKI 0.50 X X 0 0 0 BRENDAN KERRIGAN 0.50 X 0 0 0 DAVID H TURNER 40.00 X 347541 0 77210 KENNETH J BENNETT 40.00 X 149233 0 0 ELIZABETH BRANTLEY 20.00 X 125622 0 0 JEREMIAH SEGRUE 40.00 X 105355 0 0 DAVID A HICKS 40.00 X 112129 0 0 RENEE EAST 40.00 X 124933 0 0 MELISSA CWIERTNIEWICZ 40.00 X 107416 0 0 1072229 0 77210 7 0 1 0 BORGHESI BUILDING AND ENGINEERING 2155 EAST MAIN STREET TORRINGTON CT 06790 CONSTRUCTION 1245991 MARRAKECH INC 6 LUNAR DRIVE WOODBRIDGE CT 06525 DIRECT HEALTH CARE 512874 PHILADELPHIA INSURANCE PO BOX 70251 PHILADELPHIA PA 19172 INSURANCE 265183 WHEELABRATOR BRIDGEPORT LP PO BOX 7247-6556 PHILADELPHIA PA 191706556 TRASH DISPOSAL 219932 BIRMINGHAM GROUP HEALTH SERVICES 435 EAST MAIN STREET ANSONIA CT 06401 DIRECT CARE SERVICES 118769 5 8186514 403143 8589657 SALES 448000 22817378 22817378 VOCATIONAL SERVICES 624310 10374960 10374960 DORMITORY FEES 721310 123370 123370 33315708 132634 132634 42037999 33315708 0 132634 1085784 1085784 17303196 16699147 603614 435 1612389 1402766 209623 2437748 2303719 134029 6296723 5818748 315231 162744 4878087 4817301 60786 732047 710413 21634 63872 49181 14691 1003910 790810 212539 561 PROFESSIONAL FEES AND C 1099881 740903 334627 24351 BAD DEBTS 364090 364090 OTHER 306448 278054 23037 5357 RENTAL AND MAINTENANCE 261996 261996 196687 108654 87753 280 37642858 34345782 3103348 193728 16457901 19978141 69273 181109 2329241 2780950 1385515 1509429 304478 244768 26402801 9172157 15937183 17230644 2016776 1920921 972054 1003166 39472421 44849128 2107822 2408661 101523 32549 846907 1681691 3056252 4122901 X 36001625 40349712 400262 362233 14282 14282 36416169 40726227 39472421 44849128 X 4395141 -85083 X 0 1 1 X 0 X 3557779 4337320 5086884 7135322 8703567 28820872 3557779 4337320 5086884 7135322 8703567 28820872 28820872 297847 215632 256159 171642 132634 1073914 29894786 142285469 0.96410 0.94920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74207 74207 7388852 7388852 19013949 9172157 9841792 17230644 DEFERRED COMPENSATION PLAN LIABILITY 413281 REFUNDABLE ADVANCES ON GRANTS 1268410 1681691 42037999 37642858 4395141 -85083 -85083 4310058 41952916 -85083 -85083 42037999 0 42037999 37642858 0 37642858 0 37642858 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: UNDER THE TERMS OF THE EDWARD S. HOTCHKISS WILL, THE AGENCY IS THE REMAINDER BENEFICIARY OF CERTAIN TRUSTS. THE PRINCIPAL PORTION RECEIVED FROM THESE TRUSTS MUST REMAIN INTACT UNTIL ALL THE TRUSTS ESTABLISHED FOR THE VARIOUS BENEFICIAIRIES ARE TERMINATED, AT WHICH TIME THE PRINCIPAL IS AVAILABLE FOR UNRESTRICTED USE BY THE AGENCY. X X X X X 0 0 0 0 0 0 0 0 0 DAVID H TURNER 296000 0 35000 0 16541 0 77210 0 0 0 424751 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS MUST BE SIGNED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS REVIEWED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION FOR OTHER OFFICERS IS DONE BY REVIEW AND APPROVAL OF INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -85,083. HELMS HOUSING INC 165 OCEAN TERRACE BRIDGEPORT CT 06605 061277701 RENTAL OF LOW INCOME HOUSING WITH THE STATE OF CONNECTICUT CT 501(C)(3) 9 GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 HELMS HOUSING INC B 40000 HELMS HOUSING INC K 15276 HELMS HOUSING INC P 20965