2012-11-13T15:31:37-06:00 2011-12-31 421243538 BERGAN PAULSEN & COMPANY PC PO BOX 2100 WATERLOO IA 507042100 990 2011-01-01 420839399 GOODWILL INDUSTRIES OF NORTHEAST IOWA INC GOOD 3192344626 2640 FALLS AVENUE WATERLOO IA 50701 DAVID BOYD 3192344626 2012-11-13 1 DAVID A RICHTER P00168204 3192346885 2011 2016-02-24 21:20:13Z DAVID BOYD 2640 FALLS AVENUE WATERLOO IA 50701 12125301 0 X www.gwneia.org X 1960 IA THE ORGANIZATION PROVIDES TRAINING AND ASSISTANCE TO DISABLED ADULT CLIENTS THROUGH A VARIETY OF PROGRAMS. 19 19 795 22 0 0 76311 4297821 11242750 7609412 6822 6486 0 26605 11325883 11940324 0 0 0 0 7826992 8740580 0 0 0 2747436 2896877 10574428 11637457 751455 302867 10877349 11216155 5858697 5894636 5018652 5321519 THE ORGANIZATION'S MISSION IS TO BE THE LEADING PROVIDER THROUGH UNCOMPROMISING DEDICATION TO QUALITY SERVICES THAT STRENGTHENS THE CAPACITY OF IOWANS TO WORK AND LIVE INDEPENDENTLY IN THEIR COMMUNITY OF CHOICE. 0 0 5560418 5651377 VOCATIONAL EVALUATION UTILIZES WORK AS THE FOCAL POINT FOR ASSESSMENT AND TO IDENTIFY FUNCTIONAL ABILITIES AND LIMITATIONS TO ASSIST PERSONS WITH VOCATIONAL DEVELOPMENT; EMPLOYEE DEVELOPMENT SERVICES ASSISTS PERSONS TOWARD THEIR OPTIMAL LEVEL OF VOCATIONAL DEVELOPMENT; COMMUNITY EMPLOYMENT PROVIDES SERVICES FOR PERSONS WITH DISABILITIES WITHIN AN INDUSTRIAL/BUSINESS COMMUNITY SETTING; RESIDENTIAL SERVICES PROVIDES INDIVIDUAL INDEPENDENCE AND SELF-DIRECTION THROUGH SUPPORT OF RESIDENTIAL STRENGHTS, NEEDS AND INTERESTS; RESPITE SERVICES PROVIDE TEMPORARY RELIEF FOR PERSONS SERVED, FAMILIES, AND/OR ORGANIZATIONS INVOLVED IN THE ONGOING RESPONSIBILITY OF SERVICE. PERSONS SERVED: 452 4030172 2008853 ORGANIZATIONAL EMPLOYMENT SERVICES MAXIMIZE AN INDIVIDUAL'S VOCATIONAL POTENTIAL AND QUALITY OF LIFE THROUGH USEFUL, PRODUCTIVE, AND PAID WORK. PERSONS SERVED: 134 9590590 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 24 0 795 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NICOLE KNUDTSON 3192344626 2640 FALLS AVENUE WATERLOO IA 50701 SHERI PURDY 0.50 X 0 0 0 SCOTT BITTNER 0.50 X X 0 0 0 MARY GABRICK 0.50 X 0 0 0 SUSAN STAUDT 0.50 X X 0 0 0 MITZI TANN 0.50 X X 0 0 0 DON DUGGAN 0.50 X 0 0 0 JIM RAATZ 0.50 X 0 0 0 LORIE DOLAN 0.50 X 0 0 0 KEITH MESCH 0.50 X X 0 0 0 ERIC RITLAND 0.50 X 0 0 0 BOB JOHNSON 0.50 X 0 0 0 PAT SASS 0.50 X 0 0 0 JOHN VAUGHAN 0.50 X 0 0 0 GARY DATERS 0.50 X 0 0 0 JEFF LIDDLE 0.50 X 0 0 0 JEANNE MILLER 0.50 X 0 0 0 JANELLE DARST 0.50 X 0 0 0 DORIS NOTHNAGEL 0.50 X 0 0 0 PATTI REYHONS 0.50 X 0 0 0 DAVID BOYD 40.00 X 195509 0 18164 ROBERT HUGHES 40.00 X 92752 0 10252 CHRIS HARSHBARGER 40.00 X 101243 0 1039 MIKE BLEVINS 40.00 X 102055 0 4454 STEVE TISSUE 40.00 X 100504 0 3555 592063 0 37464 4 0 1 0 HUFF CONTRACTING INC 1310 GRANDVIEW AVENUE WATERLOO IA 50703 CONSTRUCTION 375065 AUTOMATIC DATA PROCESSING 1 ADP BOULEVARD ROSELAND NJ 07068 PAYROLL & HR PROCESSING 157888 2 2677 4295144 4234758 4297821 Rehabilitation 624310 5651377 5651377 Salvaged Goods 900099 1958035 1958035 7609412 6486 6486 7500 31713 -24213 -24213 -24213 204082 153264 50818 50818 11940324 7660230 0 -17727 317849 317849 7110660 6370532 740128 125192 110395 14797 493128 431808 61320 693751 593054 100697 6831 1137 5694 30920 228 30692 14715 14715 281354 112703 168651 131477 89667 41810 396165 298091 98074 623028 538804 84224 281867 232260 49607 303208 236226 66982 468942 357322 111620 42554 19355 23199 MEMBERSHIP DUES 95365 1478 93887 BAD DEBT EXPENSE 75386 75386 SPECIFIC ASSESTANCE TO 70583 58178 12405 BANK SERVICE CHARGES 65841 63562 2279 8641 404 8237 11637457 9590590 2046867 0 521028 98042 1266113 893753 625051 1449729 437235 428935 170618 211270 11629759 3502006 7851202 8127753 6102 6673 10877349 11216155 835483 1109235 4764910 4594001 258304 191400 5858697 5894636 X 5013652 5316519 5000 5000 5018652 5321519 10877349 11216155 302867 0 X 0 1 1 X 0 X 3110487 3107388 826412 834110 4056924 11935321 3110487 3107388 826412 834110 4056924 11935321 11935321 75029 44282 10215 6822 13986 150334 12085655 41715555 0.98760 0.98340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 14715 14715 0 Explanation of Lobbying Activities: Part II-B, Line 1: AMOUNTS PAID TO A PROFESSIONAL LOBBYIST TO PROMOTE POSSIBLE LEGISLATION TO FURTHER THE EXEMPT PURPOSE OF SEVERAL GOODWILL ORGANIZATIONS. 5000 5000 5000 5000 5000 5000 280801 275801 5000 1.00000 1 0 801268 801268 8499812 2223395 6276417 179082 47165 131917 2149597 1231446 918151 8127753 CAPITAL LEASES 191400 191400 11940324 11637457 302867 302867 12125301 184977 184977 11940324 0 11940324 11822434 184977 184977 11637457 0 11637457 Description of Intended Use of Endowment Funds: Part V, Line 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE EARNINGS ON THIS FUND CAN BE USED FOR OPERATING PURPOSES. Description of Uncertain Tax Positions Under FIN 48: Part X: INCOME TAX RETURNS ARE SUBJECT TO UNCERTAIN TAX POSITIONS THAT MIGHT NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN TAX POSITIONS THAT MAY EXIST WITHIN THE ORGANIZATION'S TAX RETURN. AS OF DECEMBER 31, 2011, MANAGEMENT BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2008. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES EXCLUDED UNDER SECTION 512 31,713. COGS FOR NEW GOODS 153,264. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES EXCLUDED UNDER SECTION 512 31,713. COGS FOR NEW GOODS 153,264. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID BOYD 145509 0 50000 0 0 0 5880 0 12284 0 213673 0 0 0 Part I, Line 7 BONUSES ARE DETERMINED BY THE BOARD OF DIRECTORS AND ARE BASED ON PERFORMANCE EVALUATIONS. INDEPENDENCE IOWA 426004793 2006-08-31 732000 CONSTRUCTION OF OPERATING FACILITIES 0 0 0 CITY OF WAVERLY IOWA 426005344 2010-03-29 1000000 CONSTRUCTION OF OPERATING FACILITIES 0 0 0 CITY OF PEOSTA IOWA 371110425 2011-12-29 1942247 REFUNDING THE PREVIOUS ISSUE BY DUBUQUE COUNTY, IOWA OF ITS $2.5M BOND 0 0 0 CITY OF EVANSDALE IOWA 426006424 2011-12-29 1130051 REFUNDING THE PREVIOUS ISSUE BY EVANSDALE, IOWA OF ITS $1.35M BOND 0 0 0 732000 732000 2006 0 0 1 1 1000000 20000 980000 2010 0 0 1 1 1942247 20000 2004 1 0 1 1 1130051 20000 2008 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 204082 ACTUAL SALES VOLUME X 3839876 ACTUAL SALES VOLUME X MICROSOFT SOFTWARE 1 190800 FAIR MARKET VALUE 0 1 1 Third Party Use: Part I, Line 32b: THE ORGANIZATION USES A THIRD PARTY TO SELL SALVAGE MATERIALS. IN ADDITION, THE ORGANIZATION USES VARIOUS THIRD PARTY INTERNET COMPANIES TO SELL BOOKS AND PUBLICATIONS. Form 990, Part VI, Section B, line 11 A DRAFT COPY WAS PROVIDED TO THE PRESIDENT/CEO AND CFO FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS FOR APPROVAL PRIOR TO FILING. Form 990, Part VI, Section B, line 12c BOARD & COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY IS MONITORED BY INCLUDING AN AGENDA ITEM ON ALL BOARD AND COMMITTEE MEETINGS ASKING IF ANYONE HAS A CONFLICT OF INTEREST WITH ANY OF THE ACTION ITEMS INCLUDED IN THE AGENDA. Form 990, Part VI, Section B, line 15 THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS A SALARY SURVEY CONDUCTED BY A HUMAN RESOURCES CONSULTING FIRM, EXECUTIVE SALARY SURVEY PROVIDED BY GOODWILL INTERNATIONAL AND EXECUTIVE COMPENSATION FOR COMPARABLE ORGANIZATIONS FROM 990S TO DETERMINE THE PRESIDENT/CEO'S SALARY. THE CFO'S SALARY IS DETERMINED BY THE PRESIDENT/CEO, BY REVIEWING THE COMPENSATION SURVEY CONDUCTED BY A HUMAN RESOURCES CONSULTING FIRM. Form 990, Part VI, Section C, line 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.