GOODWILL LEGACY GROUP FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL LEGACY GROUP FOUNDATION INC (EIN 23-7148440)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201231369349302573
- Schema version
- 2011v1.2
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:15:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351489521 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALT CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5342 W VERMONT STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237148440 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | OF CENTRAL INDIANA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 3175244313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 W MICHIGAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL J RILEY | Name |
| Title | VICE PRESIDENT AND CFO | Title |
| Phone | 3175244313 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMANDA MEKO CPA | Name |
| PTIN | P01062615 | PTIN |
| Phone | 3172412999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL J RILEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 W MICHIGAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2449277 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOODWILL-INDY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 801433 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1635657 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -435408 | InvestmentIncomePriorYear |
| Investment Income Current Year | 813620 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 366025 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2449277 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 349232 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1960602 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 282318 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 394043 | OtherExpensePriorYear |
| Other Expenses Current Year | 420121 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 743275 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2380723 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -377250 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 68554 | RevenuesLessExpensesCY |
| Total Assets BOY | 24159637 | TotalAssetsBOY |
| Total Assets EOY | 22850485 | TotalAssetsEOY |
| Total Liabilities BOY | 71653 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 807995 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24087984 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22042490 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O FOR FULL DESCRIPTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1960602 | Expense |
| Grants | 1960602 | Grants |
| Revenue | 1635657 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 1960602 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIEL J RILEY | NamePerson |
| Telephone Number | 3175244313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 W MICHIGAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46222 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| THOMAS A KING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GORDON M GRAHAM | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| MALCOLM W APPLEGATE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETSY DUSTMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH FALLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY AYRES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELAINE E BEDEL | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JONATHAN L BIRGE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR MARY E BUSCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW B CARTER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| LORI EFROYMSON-AGUILERA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| OTTO N FRENZEL IV | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT R GIRK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID N GRIFFITHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER W KUHN III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RALPH MEYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS H SAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN A NULL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRED C TUCKER III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH BRACKEN WIESE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| C PERRY GRIFFITH JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN F HIRSCHMAN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| WILLIAM K MCGOWAN JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARYL WILHOITE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WENDY LARMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN C ROBINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES M MCCLELLAND | ||||||
| PRESIDENT AND CEO | 40.00 | 0 | 442644 | 42420 | X | |
| DANIEL J RILEY | ||||||
| VP/CFO/ASST. SEC./TREAS. | 40.00 | 0 | 184162 | 38445 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 626806 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80865 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1635657 | AllOtherContributions |
| Total Contributions | 1635657 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 680472 | TotalRevenueColumn |
| Exclusion | $680,472 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 133148 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 133148 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133148 | TotalRevenueColumn |
| Exclusion | $133,148 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2449277 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $813,620 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1768827 | Total |
| Program Services | 1768827 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191775 | Total |
| Program Services | 191775 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Management And General | 50000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28008 | Total |
| Management And General | 28008 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51706 | Total |
| Management And General | 51706 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3301 | Total |
| Management And General | 3301 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PERSONNEL-RELATED COSTS | 282318 | 282318 | |
| MISCELLANEOUS | 4788 | 4788 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2380723 | Total |
| Program Services | 1960602 | ProgramServices |
| Management And General | 137803 | ManagementAndGeneral |
| Fundraising | 282318 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400157 | BOY |
| EOY | 124395 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5208 | BOY |
| EOY | 12652 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595849 | BOY |
| EOY | 437016 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1800 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800 | BOY |
| EOY | 1800 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21913573 | BOY |
| EOY | 18347667 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1243050 | BOY |
| EOY | 3926955 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24159637 | BOY |
| EOY | 22850485 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71653 | BOY |
| EOY | 807995 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71653 | BOY |
| EOY | 807995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22295631 | BOY |
| EOY | 20435601 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1792353 | BOY |
| EOY | 1606889 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24087984 | BOY |
| EOY | 22042490 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24159637 | BOY |
| EOY | 22850485 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 68554 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2114048 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 990401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1166051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1952108 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 801433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1635657 | CurrentTaxYear |
| Total | 6545650 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 990401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1166051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1952108 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 801433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1635657 | CurrentTaxYear |
| Total | 6545650 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1375175 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5170475 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 675589 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 247543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 221075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 379256 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680472 | CurrentTaxYear |
| Total | 2203935 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8749585 | TotalSupport |
| Public Support Pertcentage170 | 0.59090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55960 | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1800 | OtherCostOrOtherBasis |
| Book Value | 1800 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1800 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 3926955 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3926955 | TotalOfBookValueSecurities |
| Total Revenue | 2449277 | TotalRevenue |
| Total Expenses | 2380723 | TotalExpenses |
| Excess Or Deficit For Year | 68554 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2114048 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2114048 | TotalAdjustments |
| Excess Or Deficit Per FS | -2045494 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 335229 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2114048 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2114048 | RevenueNotRptdF990 |
| Revenue Subtotal | 2449277 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2449277 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2380723 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2380723 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2380723 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | GOODWILL AND ITS SUBSIDIARIES ARE INDIANA NON-PROFIT CORPORATIONS, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, IF INCOME WAS GENERATED FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO GOODWILL'S TAX-EXEMPT PURPOSES, SUCH INCOME WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. GOODWILL AND ITS SUBSIDIARIES ARE NOT CONSIDERED PRIVATE FOUNDATIONS AS DEFINED IN SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING STANDARDS FOR INCOME TAXES PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. GOODWILL REGULARLY EVALUATES ITS ACTIVITIES TO DETERMINE THAT THEY ARE IN COMPLIANCE WITH ITS TAX-EXEMPT PURPOSE. CURRENTLY, GOODWILL'S MANAGEMENT DOES NOT BELIEVE IT IS ENGAGED IN ANY ACTIVITIES THAT WOULD GENERATE UNRELATED BUSINESS INCOME OR CREATE AN UNCERTAIN TAX POSITION. GOODWILL IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 1978479 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1978479 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1978479 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GOODWILL INDUSTRIES OF CENTRAL INDIANA INC | |||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | 350893506 | 501(C)3 | 1733827 | SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE |
| GOODWILL EDUCATION INITIATIVES INC | |||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | 200749885 | 501(C)3 | 35000 | SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 36 | NumberOfRecipients |
| Amount Of Cash Grant | 191775 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION IS A RELATED ORGANIZATION OF GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. AND SUBSIDIARIES ("GOODWILL"). ALL GRANTS ARE MADE TO SUPPORT GOODWILL AND ITS PRIMARY EXEMPT PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES M MCCLELLAND | |||||||||||||
| 0 | 319051 | 0 | 72142 | 0 | 51451 | 0 | 26353 | 0 | 16067 | 0 | 485064 | 0 | 0 |
| DANIEL J RILEY | |||||||||||||
| 0 | 151111 | 0 | 25700 | 0 | 7351 | 0 | 18361 | 0 | 20084 | 0 | 222607 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I, LINE 3 - THE ORGANIZATION HAS NO EMPLOYEES. THE ORGANIZATION REIMBURSES A RELATED ENTITY, GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. (GICI) FOR FUNDRAISING EXPENSES, INCLUDING SALARIES AND BENEFITS OF CERTAIN GICI EMPLOYEES, AND A MANAGEMENT FEE. GICI'S COMPENSATION PRACTICES ARE ESTABLISHED BY ITS COMPENSATION COMMITTEE, AND ARE FURTHER EXPLAINED ON SCHEDULE O. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 1: | THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND USE SUCH FUNDS TO SUPPORT GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. IN ITS COMPREHENSIVE VOCATIONAL DEVELOPMENT PROGRAMS, ESTABLISH AND EXPAND EMPLOYMENT AND EDUCATION RELATED PROGRAMS FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL INDIANA, AND ATTRACT PROMISING STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. | |
| FORM 990, PART III, LINES 1 AND 4A: | GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA, INC. (THE FOUNDATION) COLLECTS MONETARY CONTRIBUTIONS FROM THE GENERAL PUBLIC AND DISBURSES THEM IN THE FORM OF GRANTS TO GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. AND ITS RELATED ENTITIES TO HELP ESTABLISH NEW PROGRAMS AND SERVICES FOR ADULTS AND YOUNG PEOPLE WITH DISABILITIES OR DISADVANTAGING CONDITIONS, PROVIDE CAPITAL FUNDING FOR SUCH EFFORTS, AND ATTRACT PROMISING STUDENTS TO CAREERS IN ORGANIZATIONS SUCH AS GOODWILL BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. THE FOUNDATION IS AFFILIATED WITH AND OPERATED BY GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC., A DESCRIPTION OF WHICH FOLLOWS. GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. ("GICI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI") TOGETHER WITH THE FOUNDATION (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE VOLUNTARY HEALTH AND WELFARE ORGANIZATIONS THAT HELP ADULTS PREPARE FOR, FIND AND KEEP JOBS, AND HELP YOUNG PEOPLE PREPARE FOR LIFE AND WORK. GOODWILL OFFERS EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA). GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL INDIANA GOODWILL ORGANIZATIONS. GICI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GICI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 47 THRIFT STORES. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS OVER 1,800 INDIVIDUALS, MORE THAN 60% OF WHOM ARE DISABLED OR DISADVANTAGED. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GICI'S OTHER MISSION-RELATED OPERATIONS AND GENERAL AND ADMINISTRATIVE EXPENSES. AS PART OF ITS OVERALL STRATEGIC DIRECTIONS, GOODWILL'S RETAIL OPERATION HAS ADDED 17 NEW STORES IN THE LAST FIVE YEARS, AND WILL ADD AT LEAST FOUR MORE IN 2012. THESE STORES SUPPORT GOODWILL'S STRATEGIC MISSION EXPANSION ACTIVITIES WITHIN ITS RETAIL OPERATIONS AND IN ITS WORKFORCE SERVICES AND EDUCATION-RELATED EFFORTS. GICI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 150 DISABLED AND DISADVANTAGED INDIVIDUALS. GICI'S EMPLOYMENT SERVICES ("ES") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, AND JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES, FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER-EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. GICIS COMMUNITY AND WORKPLACE INITIATIVES (CWI) OPERATIONS PROVIDE HOLISTIC, WHOLE FAMILY SERVICES TO INDIVIDUALS IN CENTRAL INDIANA WITH AN OVERARCHING OBJECTIVE OF REDUCING POVERTY AND INCREASING EDUCATION AND ECONOMIC SELF-SUFFICIENCY. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS EMPLOYMENT SERVICES AND CWI DIVISIONS, IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER FIRMS. INDIVIDUALS WITH DISABILITIES OR DISADVANTAGING CONDITIONS MADE UP 64% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 2,580 EMPLOYEES IN 2011. EMPLOYEES WITH DISABILITIES AND DISADVANTAGING CONDITIONS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS. FOR THE NEARLY 10% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2011, DESPITE A CHALLENGING ECONOMY AND PERSISTENTLY HIGH UNEMPLOYMENT, GOODWILL PLACED 751 INDIVIDUALS ON JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF THREE PEOPLE EVERY WORKDAY. GWCS PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SEVERE DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING BLIND OR SEVERELY DISABLED INDIVIDUALS. AT DECEMBER 31, 2011, GWCS OPERATED 11 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN INDIANAPOLIS, INDIANA, AND EMPLOYS APPROXIMATELY 210 SEVERELY DISABLED INDIVIDUALS. GEI PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO PREPARE FOR PRODUCTIVE LIVES. GEI OPERATES 2 PUBLIC CHARTER HIGH SCHOOLS (INDIANAPOLIS METROPOLITAN HIGH SCHOOL AND THE EXCEL CENTER) IN INDIANAPOLIS, INDIANA UNDER THE PROVISIONS OF THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. THE SCHOOLS OCCUPY SPACE AT GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING AND 2 ADDITIONAL LOCATIONS, AND CONTRACT WITH GICI FOR CERTAIN BUSINESS SUPPORT SERVICES. BOTH SCHOOLS RECEIVE THE MAJORITY OF THEIR FUNDING FROM THE INDIANA DEPARTMENT OF EDUCATION. THEIR REVENUES ARE SUPPLEMENTED WITH FUNDS FROM THE UNITED STATES DEPARTMENT OF EDUCATION, PRIVATE GRANTS, AND GIFTS. INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET) IS IN ITS EIGHTH YEAR OF OPERATION AND STUDENT ENROLLMENT AT JANUARY 1, 2011 APPROXIMATED 400 STUDENTS. THE EXCEL CENTER OPENED IN SEPTEMBER 2010 WITH AN ENROLLMENT OF 306 STUDENTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND ARE SEEKING THEIR HIGH SCHOOL DIPLOMA RATHER THAN A GED. TODAY TEH EXCEL CENTER SERVES APPROXIMATELY 800 STUDENTS AT 3 LOCATIONS. DEMOGRAPHICS OF STUDENTS ATTENDING THE MET INCLUDE: 74% AFRICAN AMERICAN, 18% CAUCASIAN, 5% HISPANIC, 3% BI-RACIAL; 81% ELIGIBLE FOR FREE OR REDUCED PRICE LUNCH; 28% IDENTIFIED AS SPECIAL NEEDS STUDENTS. 92% LIVE WITHIN MARION COUNTY, 8% LIVE IN SURROUNDING COUNTIES. MOST STUDENTS ARRIVING AT THE MET HAVE NOT BEEN SUCCESSFUL IN MORE TRADITIONAL EDUCATION SETTINGS AND ARE OFTEN SEVERAL GRADE LEVELS BELOW THE NORM IN READING, MATH, AND SCIENCE. WITH THIS IN MIND, THE SCHOOL'S GOALS ARE FOCUSED PRIMARILY ON GRADUATION AND POST-SECONDARY ENROLLMENT. OFTEN, STUDENTS ARE NOT SUCCESSFUL PASSING STANDARDIZED TESTS EARLY IN THEIR HIGH SCHOOL EXPERIENCE, BUT SHOW IMPROVEMENT EACH YEAR. ENTERING FRESHMEN IN 2011-12 WERE GIVEN THE TEST OF ADULT BASIC EDUCATION (TABE) AND TWO-THIRDS WERE AT A 6TH OR 7TH GRADE LEVEL FOR MATH AND ENGLISH. ONLY 29% OF INCOMING STUDENTS PASSED THE 8TH GRADE INDIANA STATE TEST OF EDUCATIONAL PROFICIENCY (ISTEP+) IN ENGLISH AND ONLY 34% PASSED THE 8TH GRADE ISTEP+ IN MATH. THE MOST RECENT GRADUATING CLASS HAD OVER AN 80% PASS RATE ON THE REQUIRED END OF COURSE ASSESSMENTS. THROUGH THE 2011-12 SCHOOL YEAR, OVER 250 STUDENTS HAD GRADUATED FROM THE MET, AND 65% OF THOSE GRADUATES ARE STILL ENROLLED IN OR HAVE ALREADY COMPLETED A POST-SECONDARY PROGRAM. DEMOGRAPHICS FOR THE EXCEL CENTER ARE AS FOLLOWS: STUDENTS RANGE IN AGE FROM 17 TO 56. TWO-THIRDS OF STUDENTS ARE IN THE 18-24 AGE RANGE. 60% ARE UNEMPLOYED. 15% ARE EX-OFFENDERS. 62% ARE FEMALE AND 38% MALE. 27% ARE CAUCASIAN AND 64% ARE AFRICAN AMERICAN, WITH THE REMAINDER BEING MULTI-RACIAL OR HISPANIC. 75% OF STUDENTS MAKE LESS THAN $10,000 PER YEAR. AT THE END OF 2011, 31 STUDENTS HAD GRADUATED FROM THE EXCEL CENTER WITH 28 OF THOSE STUDENTS MOVING ONTO POST-SECONDARY EDUCATION OR HAVING ALREADY ATTAINED A POST-SECONDARY CREDENTIAL. IN 2011, GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA, INC. MADE GRANTS TO GICI AND GEI FOR THE FOLLOWING PURPOSES: GICI: -INTERNSHIPS FOR COLLEGE STUDENTS PURSUING CAREERS IN HUMAN SERVICES AND DATA ANALYSIS. -SUPPORT FOR GICI'S WORKFORCE DEVELOPMENT SERVICES OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -PHYSICAL FACILITIES IMPROVEMENTS AT GOODWILL'S CORPORATE HEADQUARTERS GEI: -CONSTRUCTION OF A GYMNASIUM FOR THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL. -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST SECONDARY EDUCATION -INFRASTRUCTURE FOR THE TWO NEWLY ESTABLISHED EXCEL CENTERS | |
| FORM 990, PART III, LINES 1 AND 4A CONTINUED: | IN 2011, GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA, INC. MADE GRANTS TO GICI AND GEI FOR THE FOLLOWING PURPOSES: GICI -INTERNSHIPS FOR COLLEGE STUDENTS PURSUING CAREERS IN HUMAN SERVICES AND DATA ANALYSIS. -SUPPORT FOR GICI'S WORKFORCE DEVELOPMENT SERVICES OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -PHYSICAL FACILITIES IMPROVEMENTS ON THE EXTERIOR OF GOODWILL'S HEADQUARTERS GEI: -CONSTRUCTION OF A GYMNASIUM FOR THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL. -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST SECONDARY EDUCATION -INFRASTRUCTURE FOR THE TWO NEWLY ESTABLISHED EXCEL CENTERS | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS OF GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. (GOODWILL) HAS ESTABLISHED A COMPENSATION COMMITTEE WITH RESPONSIBILITY TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (PRESIDENT) OF GOODWILL, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GOODWILL ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF SECTIONS 501(C)(3) AND 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GOODWILL OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GOODWILL, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GOODWILL, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GOODWILL. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GOODWILL. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE EXPERT OUTSIDE CONSULTANTS, INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR, CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION, IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN, AND IN REVIEWING RETROACTIVELY THE AMOUNTS DETERMINED BY APPLICATION OF ANY INCENTIVE FORMULA. THE PURPOSE OF SUCH RETROACTIVE REVIEW IS TO ENSURE THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN OR FORMULA THAT, WHEN AGGREGATED WITH BASIC SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. THE COMPENSATION COMMITTEE'S ACTIONS ARE REPORTED TO AND RATIFIED BY GICI'S BOARD OF DIRECTORS. GOODWILL'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GOODWILL AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., AND GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA, INC. WITH ONE EXCEPTION, THE EXECUTIVE MANAGEMENT TEAM IS COMPENSATED ONLY BY GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. AND TAKES NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. THE CHIEF OPERATING OFFICER OF GOODWILL EDUCATION INITIATIVES, INC. IS COMPENSATED SOLELY BY GEI. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL INDIANA GOODWILL ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,114,048. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | GOODWILL INDUSTRIES FOUNDATION OF CENTRAL, INDIANA, INC. (FOUNDATION) IS RELATED TO GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC. (GICI), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GW COMMERCIAL SERVICES (GWCS). THE FINANCIAL STATEMENTS OF GICI, GWCS, GEI AND THE FOUNDATION ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE AND AUDIT COMMITTEE (COMMITTEE) OF GICI MEETS WITH THE AUDITORS ANNUALLY DURING THE AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. COMMITTEE MEMBERS GENERALLY CONSIST OF BOARD MEMBERS FROM EACH OF THE ABOVE ORGANIZATIONS. THE COMMITTEE THEN MEETS WITH THE AUDITORS AT THE CONCLUSION OF THE ANNUAL AUDIT TO REVIEW AND RECOMMEND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. UPON THE COMMITTEE'S RECOMMENDATION, THE FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL GICI BOARD FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOODWILL INDUSTRIES OF CENTRAL INDIANA INC | |||||||||||
| 1635 W MICHIGAN STREET | INDIANAPOLIS | IN | 46222 | 350893506 | SEE SCHEDULE R, PAGE 5. | IN | 501(C)3 | LINE 7 | N/A | 0 | |
| GOODWILL EDUCATION INITIATIVES INC | |||||||||||
| 1635 W MICHIGAN STREET | INDIANAPOLIS | IN | 46222 | 200749885 | PROVIDE EDUCATION OPPORTUNITIES FOR YOUTH & ADULTS | IN | 501(C)3 | LINE 2 | 0 | GOODWILL INDUSTRIES OF CENTRAL INDIANA INC | |
| GW COMMERCIAL SERVICES INC | |||||||||||
| 1635 W MICHIGAN STREET | INDIANAPOLIS | IN | 46222 | 352082941 | PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES | IN | 501(C)3 | LINE 11A, I | 0 | GOODWILL INDUSTRIES OF CENTRAL INDIANA INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIMARY ACTIVITY FOR GOODWILL INDUSTRIES OF CENTRAL INDIANA, INC.: | Identifier |
| Return Reference | SCHEDULE R, PART II, COLUMN (B) | ReturnReference |
| Explanation | EMPLOYMENT AND EDUCATION SERVICES FOR DISABLED AND DISADVANTAGED YOUTH AND ADULTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Explanation |
Comments