2012-05-11T14:02:44-05:00 2011-12-31 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2011-01-01 560844639 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC GOOD 7043723434 PO BOX 668768 CHARLOTTE NC 28266 MICHAEL ELDER 7043723434 2012-05-10 ADRIENNE MCKINNEY P00819656 3362724551 2011 2016-02-24 21:20:13Z MICHAEL ELDER PO BOX 668768 CHARLOTTE NC 28266 45484962 0 X WWW.GOODWILLSP.ORG X 1949 NC THE PROCEEDS FROM THE SALES OF DONATED GOODS IN GOODWILL'S RETAIL STORES PROVIDES FUNDING FOR JOB TRAINING AND EMPLOYMENT SERVICES FOR INDIVIDUALS FACING BARRIERS TO EMPLOYMENT. IN 2011, OVER 650 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT (GISP) ASSOCIATES HELPED CHANGE LIVES IN THE SOUTHERN PIEDMONT REGION, WHICH INCLUDES 13 COUNTIES IN NORTH CAROLINA AND FIVE COUNTIES IN SOUTH CAROLINA. GOODWILL BELIEVES THAT ALL PEOPLE SHOULD HAVE THE OPPORTUNITY TO DEVELOP TO THEIR FULLEST POTENTIAL THROUGH THE POWER OF WORK. WORK CREATES ECONOMIC ENERGY THAT BUILDS STRONG FAMILIES AND STRONG COMMUNITIES. GISP PROVIDED JOB TRAINING AND EMPLOYMENT SERVICES FOR 16,407 INDIVIDUALS IN 2011 AND PLACED 2,174 PEOPLE INTO PERMANENT AND TEMPORARY EMPLOYMENT. 21 21 1602 403 0 0 7712300 15663326 26617673 28363106 235479 -499592 47161 36594 34612613 43563434 450170 244587 0 0 22465347 24502026 0 0 243304 11435554 12029626 34351071 36776239 261542 6787195 26700529 34756971 9382016 10622166 17318513 24134805 X CHANGING LIVES THROUGH THE POWER OF WORK. 0 0 22312878 2696 22312878 RETAIL PROGRAM: THE RETAIL PROGRAM OFFERS OPPORTUNITIES FOR INDIVIDUALS SEEKING TO DEVELOP AND BUILD THEIR SKILL SETS TO ENHANCE THEIR POTENTIAL FOR FUTURE EMPLOYMENT IN PRODUCTION, CUSTOMER SERVICE, RETAIL AND JANITORIAL CREWS. OUR RETAIL STORES PROVIDE SPECIALIZED TRAINING AND HANDS ON EXPERIENCE IN THESE AREAS THROUGH TEMPORARY AND/OR PERMANENT EMPLOYMENT. THE AGENCY PROVIDED APPROXIMATELY 234,000 HOURS OF TRAINING, OF WHICH THE RETAIL PROGRAM PROVIDED APPROXIMATELY 49,500 HOURS OF PAID WORK EXPERIENCE. RETAIL ALSO EMPLOYED 285 PEOPLE WITH PRIOR BARRIERS TO EMPLOYMENT, TOTALING $5,401,000 IN PAYROLL DOLLARS. 6401966 204315 3335563 GOODWILL PROVIDES A VARIETY OF PROGRAMS THAT ASSESS AND IDENTIFY AN INDIVIDUAL'S ABILITIES, VOCATIONAL INTERESTS, JOB READINESS SKILLS AND TRAINING NEEDS, WHILE OFFERING INDIVIDUAL ASSISTANCE FROM GOODWILL STAFF MEMBERS. OTHER JOB TRAINING & SUPPORT PROVIDES INDIVIDUALS WITH SPECIALIZED TRAINING AND SKILL DEVELOPMENT NECESSARY TO GAIN EMPLOYMENT. GOODWILL ALSO ASSISTS WITH PAIRING EMPLOYERS WITH EMPLOYMENT SEEKING INDIVIDUALS BY MATCHING COMPATIBLE SKILL SETS, TALENTS, CAPABILITIES, AND EXPERIENCE WITH THE NEEDS OF THE EMPLOYER. IN 2011, 9,721 EMPLOYMENT AND TRAINING SERVICES WERE PROVIDED AND 1,719 INDIVIDUALS WERE PLACED IN EMPLOYMENT. 3153444 26249 2660844 GOODWILL'S BUSINESS VENTURE SERVICES IS MADE UP OF VARIOUS PROGRAMS, PRIMARILY CONSISTING OF RECYCLING, EBOOKS, GREEN INITIATIVES, AND EMPLOYMENT PLACEMENT SERVICES. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT OFFERS ASSET RECOVERY AND DE-MANUFACTURING SERVICES USING THE HIGHEST INDUSTRY STANDARDS FOR ENVIRONMENTAL SAFETY AND DATA SECURITY. THIS COMPUTER RECYCLING PROGRAM HAS DIVERTED TONS OF POTENTIAL WASTE FROM REACHING LANDFILLS. THIS MULTIFACETED PROGRAM HELPS GENERATE JOBS, PROVIDES A VALUABLE SERVICE TO THE COMMUNITY, GENERATES REFURBISHED COMPUTER INVENTORY FOR RESALE AND HELPS PRESERVE THE ENVIRONMENT. AS PART OF THE EMPLOYMENT PLACEMENT DIVISION, THE GOODWORK STAFFING PROGRAM SERVES AS A FULL SERVICE STAFFING AGENCY THAT PROVIDES TEMPORARY, TEMP TO HIRE, AND DIRECT PLACEMENT EMPLOYEES. THE PRIMARY PURPOSE OF GOODWORK STAFFING IS TO WORK WITH PEOPLE WITH EMPLOYMENT BARRIERS AND TO MATCH THEIR SKILLS WITH THE NEEDS OF PROSPECTIVE EMPLOYERS. IN 2011, GOODWORK STAFFING PROVIDED MORE THAN 144,034 PAID WORK HOURS AND ASSISTED WITH 4,073 JOB PLACEMENTS IN LIGHT INDUSTRIAL, WAREHOUSE, ADMINISTRATIVE SUPPORT, CUSTOMER SERVICE, AND HOSPITALITY EMPLOYMENT FIELDS. 827059 4229 53671 OCCUPATIONAL SKILLS TRAINING: GOODWILL WORKS CLOSELY WITH LOCAL EMPLOYERS TO DEVELOP IN-DEPTH PROGRAMS THAT PREPARE PEOPLE FOR JOBS IN SPECIFIC INDUSTRIES SUCH AS BANKING, CALL CENTERS AND CUSTOMER SERVICE, HOSPITALITY AND CONSTRUCTION. THIS PROGRAM SERVICE IS PARTIALLY FUNDED BY THE UNITED WAY. IN 2011, OCCUPATIONAL SKILLS TRAINING DELIVERED SERVICES TO 1,481 INDIVIDUALS AND PLACED 213 PEOPLE IN EMPLOYMENT. 600044 7097 150 CAREER DEVELOPMENT SERVICES MATCHES INDIVIDUAL SKILLS AND ABILITIES WITH THE NEEDS OF PROSPECTIVE EMPLOYERS, AND PROVIDES JOB READINESS AND LIFE SKILLS TRAINING TO HELP PREPARE INDIVIDUALS FOR THE WORLD OF WORK. RETENTION STRATEGIES ARE USED TO ASSIST PARTICIPANTS WITH MAINTAINING EMPLOYMENT, AND EXPLORING CAREER DEVELOPMENT OPPORTUNITIES. IN 2011, CAREER DEVELOPMENT SERVICES DELIVERED SERVICES TO 5,205 INDIVIDUALS AND PLACED 242 PEOPLE IN EMPLOYMENT. 1427103 11326 53821 33295391 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 63 0 1 1602 1 0 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC SC X X X ANNE N IBEKWE 7043320338 2122 FREEDOM DRIVE CHARLOTTE NC 28208 DAVID HAGGART 2.00 X X 0 0 0 LAURA HAMPTON 1.00 X X 0 0 0 JIM SKIBBENS 1.00 X X 0 0 0 RENEE ALEXANDER SHERROD 1.00 X 0 0 0 LEE ARMSTRONG LUMPKIN 1.00 X 0 0 0 ANDY ARNETTE 1.00 X 0 0 0 BLAS ARROYO 1.00 X 0 0 0 MARILYNN BOWLER 1.00 X 0 0 0 WAYNE DOZIER 1.00 X 0 0 0 LOU HAWKINS 1.00 X 0 0 0 REGGIE ISSAC 1.00 X 0 0 0 BEV KOTHE 1.00 X 0 0 0 HENRY LOMAX JR 1.00 X 0 0 0 TWYLA MCDERMOTT 1.00 X 0 0 0 SHERI MCGIRT 1.00 X 0 0 0 LYNN MURRAY 1.00 X 0 0 0 FRANCES QUEEN 1.00 X 0 0 0 JOHN QUINN 1.00 X 0 0 0 JENNIFER SCHWARZ 1.00 X 0 0 0 TONY SMITH 1.00 X 0 0 0 STEVE YOUNG 1.00 X 0 0 0 LARITA BARBER 55.00 X 137074 0 10967 GARY BARRETT 55.00 X 151545 0 18471 ROBIN CARSON 60.00 X 129351 0 19310 MICHAEL ELDER 55.00 X 249566 0 40030 PAULETTE GRIFFIN 55.00 X 134498 0 20579 MIA HINES 55.00 X 94880 0 23437 ANNE IBEKWE 55.00 X 123733 0 17410 CHRISTOPHER JACKSON 55.00 X 112395 0 14283 BARBARA MAIDA-STOLLE 55.00 X 131863 0 18379 1264905 0 182866 8 0 1 0 PMC HOLDINGS INC 1065 EAST MOREHEAD STREET CHARLOTTE NC 28204 RENTAL OF REAL PROPERTY 261897 BENBROOKE FREEDOM PARTNERS LLC PO BOX 60137 CHARLOTTE NC 28260 RENTAL OF REAL PROPERTY 198043 MRD DEVELOPMENT LLC PO BOX 936 ALBERMARLE NC 28002 RENTAL OF REAL PROPERTY 186000 VERNON L FAIRCLOTH JR 1012 EAST BVLD CHARLOTTE NC 28203 RENTAL OF REAL PROPERTY 186000 COLLEGE PROPERTIES 13900 CONLAN CIRCLE STE 240 CHARLOTTE NC 28277 RENTAL OF REAL PROPERTY 138616 7 174681 31739 15456906 15133188 15663326 RETAIL PROGRAM 453310 22312878 22312878 GOV SVCE FEES & GRANTS 624310 3930111 3930111 GOODWORK STAFFING 624310 1105599 1105599 ENVIRONMENTAL ENTERPRI 624310 971417 971417 WORKFORCE DEVELOPMENT 624310 43101 43101 28363106 236434 236434 18000 18000 18000 18000 1132785 1103228 765583 29557 -765583 -736026 -736026 31511 31739 52717 -21206 -21206 OTHER INCOME 624310 39800 39800 39800 43563434 28363106 0 -462998 26227 26227 218360 218360 1447771 476186 845750 125835 18479304 17337295 1131961 10048 1102433 944747 156188 1498 1530788 1504361 26210 217 1941730 1745719 184559 11452 1248768 840631 339931 68206 9609 6001 3608 59197 36974 22223 15545 9708 5837 226908 224630 993 1285 3050701 2902062 141496 7143 4752550 4708577 42947 1026 558794 531739 25062 1993 77352 58381 13083 5888 1741575 1648970 90091 2514 MEMBERSHIP DUES AND SUP 182581 11774 170280 527 MISCELLANEOUS 64093 26023 33032 5038 AWARDS AND RECOGNITION 41953 37026 4293 634 36776239 33295391 3237544 243304 30950 35650 3759398 5892303 91571 89092 704594 926696 2487763 2786597 334928 358241 30548643 12250657 13185493 18297986 5898405 6168331 207427 202075 26700529 34756971 3348940 3517594 66334 54042 5621753 6697346 344989 353184 9382016 10622166 X 15994086 19289807 1324427 4844998 17318513 24134805 26700529 34756971 X 6787195 29097 X X 0 1 1 X 1 1 X 6014319 9111214 7141339 7712300 15663326 45642498 6014319 9111214 7141339 7712300 15663326 45642498 4224597 41417901 255909 211023 224732 256622 254434 1202720 26080 18153 63040 25522 71311 204106 47049324 122765926 0.88030 0.96530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME: TAX REFUNDS, COMMISSIONS, CASH OVERAGE/SHORTAGE, MISC REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5030969 5030969 12716671 6398737 6317934 995787 567144 428643 11556911 5284776 6272135 248305 248305 18297986 DEFERRED COMPENSATION 296039 CAPITAL LEASE OBLIGATIONS 57145 353184 43563434 36776239 6787195 29097 29097 6816292 43675059 29097 29811 52717 111625 43563434 0 43563434 36858767 29811 52717 82528 36776239 0 36776239 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT EVALUATED GOODWILL'S TAX POSITIONS AND CONCLUDED THAT GOODWILL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF FUNDRAISING EXPENSES PART XIII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF FUNDRAISING EXPENSES LUNCHEON 63250 31739 31511 932 33951 17834 63250 31739 31511 932 33951 17834 52717 -21206 1 WISH PROGRAM CO CRISIS ASSISTANCE MINISTRY DBA MECKLENBURG COUNCIL 500 A SPRATT STREET CHARLOTTE NC 28206 510431450 501(C)(3) 26227 TRANSPORTATION ASSISTANCE 1 0 JOB TRAINING - WORKFORCE INVESTMENT ACT 100 197640 CLOTHING, WORK, HOUSING & TRANSPORTATION 74 20720 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE WISH PROGRAM PROVIDES A QUARTERLY BREAKDOWN OF TRANSPORTATION NEEDS, VENDORS USED AND PARTICIPANTS WHO RECEIVED FUNDING. RECEIPTS ARE MAINTAINED WITHIN PARTICIPANT FILES. THROUGH JOB TRAINING GOODWILL PROVIDES SERVICES FOR PEOPLE WITH DISADVANTAGES, SUCH AS WELFARE DEPENDENCY, HOMELESSNESS AND LACK OF EDUCATION OR WORK EXPERIENCE, AS WELL AS THOSE WHO ARE PHYSICALLY, MENTALLY AND EMOTIONALLY CHALLENGED. JOB TRAINING GIVES PARTICIPANTS THE SKILLS AND TRAINING NEEDED TO FIND AND KEEP JOBS. CASH ASSISTANCE FOR THIS PROGRAM IS PAID ON AN INDIVIDUAL BASIS FOR THOSE WHO PARTICIPATE IN AND COMPLETE THE PROGRAM. PASS-THROUGH FUNDING AND GRANTS ENABLE GOODWILL TO PROVIDE ASSISTANCE TO INDIVIDUALS SUCH AS CLOTHING, WORK, HOUSING, AND TRANSPORTATION FOR VARIOUS REASONS INCLUDING JOB READINESS, TRANSPORTATION TO JOB INTERVIEWS, OR VOUCHERS TO BUY CLOTHING FOR JOB INTERVIEWS. X 1 1 X X X X X 0 0 0 0 0 1 0 0 0 GARY BARRETT 147264 0 0 0 4281 0 11378 0 7093 0 170016 0 0 0 MICHAEL ELDER 222420 0 5835 0 21311 0 18803 0 21227 0 289596 0 0 0 PAULETTE GRIFFIN 129555 0 0 0 4943 0 10535 0 10044 0 155077 0 0 0 BARBARA MAIDA-STOLLE 129458 0 0 0 2405 0 9831 0 8548 0 150242 0 0 0 X 10010375 COMPARABLE MERCHANDISE X 69 113178 EXPERT OPINION X SOFTWARE, SERVERS, COMPUTERS 50 4994583 FMV X CARGO TRAILERS 2 5052 FMV X AIRLINE TICKET VOUCHERS 21 10000 FMV 0 0 1 THIRD PARTY USE: PART I, LINE 32B: GOODWILL HAS AN AGREEMENT WITH A THIRD PARTY KNOWN AS NATIONAL CHARITY SERVICES INC. THEY PROVIDE A FULL 24/7 CALL CENTER THAT MANAGES ALL RELATED ISSUES WITH DONATED VEHICLES. THEIR RESPONSIBILITIES ALSO INCLUDE PREPARING AND FILING FORM 1098-C. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS SHALL HAVE THE POWERS AND DUTIES NECESSARY OR APPROPRIATE FOR THE ADMINISTRATION OF THE AFFAIRS OF THE CORPORATION. ALL POWERS OF THE CORPORATION, EXCEPT THOSE SPECIFIED, GRANTED, OR RESERVED TO THE MEMBERS BY LAW, THE ARTICLES OF INCORPORATION, OR THE BYLAWS, SHALL BE VESTED IN THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS MAY ELECT ADDITIONAL MEMBERS TO THE CORPORATION; TERMS OF AND QUALIFICATIONS FOR SUCH ADDITIONAL MEMBERS SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. ALL MEMBERS IN GOOD STANDING AT THE TIME OF THE ANNUAL MEETING SHALL BE ELIGIBLE TO VOTE IN THE ELECTION OF DIRECTORS. THE BOARD OF DIRECTORS SHALL ELECT ANNUALLY A CHAIRMAN, VICE-CHAIRMAN, AND SECRETARY/TREASURER OF THE CORPORATION AT THEIR FIRST MEETING FOLLOWING THE ANNUAL MEETING OF THE MEMBERSHIP. THE PRESIDENT IS ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION. THE PRESIDENT DOES NOT HAVE VOTING RIGHTS. A VACANCY MAY BE FILLED BY THE BOARD OF DIRECTORS. A VACANCY OCCURS WHEN AN ELECTED DIRECTOR SEPARATES FROM THE BOARD, WHEN THE MEMBERSHIP FAILS TO ELECT A FULL SLATE OF DIRECTORS, OR WHEN A SEAT HAD BEEN DECLARED VACANT DUE TO EXCESSIVE ABSENCES PROVIDED BY THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 OUR TAX PREPARERS REVIEW THE 990 WITH THE AUDIT COMMITTEE, AND ANSWER ANY QUESTIONS THEY MAY HAVE. EACH BOARD MEMBER IS THEN PROVIDED A COPY OF THE 990 FOR REVIEW. ONCE THE REVIEW IS COMPLETE THE PRESIDENT/CEO WILL SIGN THE FORM FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING COPIES OF THIS POLICY AND PROCEDURES TO ALL BOARD MEMBERS VIA THE EXECUTIVE ASSISTANT, AND TO MEMBERS OF MANAGEMENT BY THE HUMAN RESOURCES DEPARTMENT DURING NEW EMPLOYEE INTAKE, AND ANNUALLY, THEREAFTER. EACH PERSON IS REQUIRED TO REVIEW AND SIGN THE DOCUMENT, ACKNOWLEDGING THEIR WILLINGNESS TO ABIDE BY THIS POLICY. THESE STATEMENTS ARE FILED IN THE EXECUTIVE ASSISTANT'S OFFICE. COPIES ARE FILED IN INDIVIDUAL PERSONNEL FILES FOR MANAGEMENT STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS THE SOLE AUTHORITY AND RESPONSIBILITY FOR ESTABLISHING AND CHANGING THE TOTAL COMPENSATION AND BENEFITS OF THE PRESIDENT AND THE BENEFITS AND TOTAL COMPENSATION RANGES FOR OTHER HIGHLY COMPENSATED POSITIONS (VICE PRESIDENTS), APPLYING THE SAME PAY PHILOSOPHY THAT IS UTILIZED FOR ALL OTHER EMPLOYEES IN THE ORGANIZATION. THE BOARD ESTABLISHES AND MONITORS THE PERFORMANCE AND TOTAL COMPENSATION OF THE PRESIDENT/CEO. THE BOARD IS RESPONSIBLE FOR CONDUCTING AN ANNUAL FORMAL PERFORMANCE REVIEW OF THE PRESIDENT, AT WHICH TIME ADJUSTMENTS TO TOTAL COMPENSATION MAY BE CONSIDERED. QUESTIONS ABOUT THE PROCESS OR SPECIFICS OF THE PRESIDENT'S COMPENSATION PACKAGE ARE DIRECTED TO THE CHAIR OF THE BOARD. THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE SALARY RANGES AND BENEFITS FOR ALL HIGHLY COMPENSATED POSITIONS (PRESIDENT AND VICE PRESIDENTS). UTILIZING THE SAME PRINCIPLES THAT GOVERN ALL EMPLOYEE SALARIES, THE BOARD REVIEWS INFORMATION ON COMPARABLE SALARIES WITHIN GOODWILL INDUSTRIES INTERNATIONAL AFFILIATES AND OTHER APPROPRIATE EXTERNAL MARKET SURVEYS SPECIFIC TO THE NOT-FOR-PROFIT INDUSTRY PERTAINING TO COMPANIES WITH SIMILAR REVENUE BASE. PERIODICALLY, AN OUTSIDE CONSULTANT IS ENGAGED TO ASSESS THE REASONABLENESS, COMPETITIVENESS AND CONSISTENCY WITH COMPENSATION "BEST PRACTICES" OF TOTAL COMPENSATION FOR THE PRESIDENT AND VICE PRESIDENTS AND TO MAKE RECOMMENDATIONS TO THE BOARD. ANY ADJUSTMENT TO THE SALARY RANGES AND BENEFITS MADE IS CONSISTENT WITH THE ORGANIZATION'S COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CURRENT ANNUAL REPORT AND 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE AND OTHER LINKS. OTHER DOCUMENTS OPEN TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 29,097. FORM 990, PART XI, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED FROM THE PRIOR YEAR.