2012-11-15T13:05:02-06:00 2011-12-31 251408703 SCHNEIDER DOWNS & CO INC 41 S HIGH ST STE 2100 COLUMBUS OH 43215 990 2011-01-01 314379448 GOODWILL INDUSTRIES OF CENTRAL OHIO INC GOOD 6142945181 1331 EDGEHILL ROAD COLUMBUS OH 432123163 MARJORY M PIZZUTI 6142945181 2012-11-14 1 MAUREEN L THOMAS P01552192 6146214060 2011 2016-02-24 21:20:13Z GOODWILL COLUMBUS MARJORY M PIZZUTI 1331 EDGEHILL ROAD COLUMBUS OH 432123163 40985680 0 0503 X WWW.GOODWILLCOLUMBUS.ORG X 1939 OH BUILDING INDEPENDENCE, QUALITY OF LIFE AND WORK OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. 21 21 1170 1111 0 0 1445465 5214980 30500520 32110014 47156 28133 128660 224600 32121801 37577727 0 0 0 0 24982342 26709111 0 0 210088 7548766 12838412 32531108 39547523 -409307 -1969796 27199128 20542755 10815280 3272443 16383848 17270312 X BUILDING INDEPENDENCE, QUALITY OF LIFE AND WORK OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS. 1 0 16088240 7530482 RETAIL STORES:COLLECTION OF DONATED GOODS FOR RESALE IN THRIFT SHOP. SALES OF DONATED GOODS AND PURCHASED GOODS WHICH PROVIDES EMPLOYMENT TO OVER 176 PEOPLE INCLUDING THOSE WITH PHYSICAL AND MENTAL CHALLENGES. RETAIL SERVICES PARTNERS WITH ALL OTHER GOODWILL PROGRAMS HELPING PEOPLE IMPROVE THEIR QUALITY OF LIFE THROUGH WORK AND RELATED SERVICES. 7973826 9916306 DEVELOPMENTAL DISABILITIES DAY PROGRAMS:OUR DAY SERVICES REPRESENT THE AREA'S MOST COMPREHENSIVE OUTREACH PROGRAM FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, SUCH AS MENTAL RETARDATION AND CEREBRAL PALSY. FROM CLASSES DESIGNED TO HELP PEOPLE EXPAND THEIR HORIZONS, TO REWARDING EMPLOYMENT OPPORTUNITIES THAT BUILD SELF WORTH, AS WELL AS INCOME, DAY SERVICES ARE DESIGNED TO HELP PEOPLE LIVE INDEPENDENTLY, WHILE GETTING THE MOST OUT OF THEIR LIVES. PERSONS SERVED: 821 6478236 6723110 SUPPORTED LIVING:OUR SUPPORTED LIVING SERVICES ARE A LIFE LINE FOR PEOPLE WITH DISABILITIES WHO ARE LIVING IN THEIR OWN HOMES. WE PROVIDE 24-HOUR ON-CALL SUPPORT. OUR STAFF IS TRAINED TO ADDRESS MANY VITAL RESPONSIBILITIES INCLUDING MEDICATION ADMINISTRATION, CPR, FIRST-AID, BEHAVIOR SUPPORT AND CRISIS INTERVENTION. IN ADDITION, WE PROVIDE A COMPREHENSIVE RANGE OF SERVICES FROM THE PLANNING AND PREPARATION OF MEALS TO BUDGETING AND FINANCIAL ASSISTANCE.OUR SUPPORTED LIVING PROGRAM OFFERS WEEKLY CLASSES THAT PROMOTE INDEPENDENCE AND SKILL BUILDING, AS WELL AS BUILDING UPON SKILLS LEARNED. WE ALSO OFFER A VARIETY OF RECREATIONAL/SOCIAL ACTIVITIES THROUGHOUT THE COMMUNITY WE ASSIST INDIVIDUALS IN ORGANIZING ADVOCACY GROUPS, FITNESS CLASSES, RECREATIONAL ACTIVITIES, VACATIONS, AND IN DEVELOPING RELATIONSHIPS WITHIN THEIR COMMUNITIES. WE HAVE TWO SOCIAL WORKERS ON STAFF AND ONE MANAGEMENT POSITION DEDICATED TO ORGANIZING AND IMPLEMENTING CLASSES AND ACTIVITIES. WE HAVE FOUR DEDICATED WHEELCHAIR VANS AND ACCESS TO OTHER VANS FOR TRANSPORTATION SERVICES.THESE SERVICES ARE DESIGNED TO MEET THE SPECIFIC NEEDS OF EACH INDIVIDUAL. WE WORK IN CONJUNCTION WITH A TEAM OF PEOPLE TO DEVELOP A SUPPORTED LIVING PLAN THAT FITS WITHIN THE LIFE GOALS OF EVERY PERSON WE SERVE. PERSONS SERVED: 140 2009542 2270488 ONSITE RESIDENCE:SERVICES OFFERED IN OUR ONSITE RESIDENCE PROGRAM ARE DESIGNED FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. ONSITE RESIDENCE, IS MUCH MORE THAN SIMPLY A PLACE TO LIVE. IT IS A PLACE TO BUILD A LIFE. RESIDENTS PARTICIPATE IN ACTIVITY, WORK OR SCHOOL PROGRAMS BASED ON THE BELIEF THAT EVERY PERSON HAS INHERENT WORTH AND VALUE.THE PROGRAM HAS A STATE-OF-THE-ART SENSORY ROOM, RESIDENT STORE, DAILY ACTIVITIES, WEEKLY ACTIVITIES IN THE RESIDENCE AND COMMUNITY. THERE ARE ALSO ART PROGRAMS, THERAPY ACTIVITIES, SMOKING CESSATION CLASSES AND ANGER MANAGEMENT. IN ADDITION, WE ARRANGE GATHERINGS FOR FAMILY AND FRIENDS, AND OPPORTUNITIES TO TAKE AT LEAST ONE VACATION A YEAR.MOST IMPORTANTLY, WE RECOGNIZE THAT A PERSON'S SELF-ESTEEM AND DIGNITY ARE RELATED TO THEIR ABILITY TO FUNCTION IN SOCIETY AND CONTROL THEIR OWN LIVES. THEREFORE, GOODWILL COLUMBUS PROVIDES OPPORTUNITIES FOR RESIDENTS TO DEVELOP THE SKILLS THAT WILL ENABLE THEM TO LIVE AS INDEPENDENTLY AS POSSIBLE.THE RESIDENCE SERVES 23 ADULTS, IS CERTIFIED AS AN INTERMEDIATE CARE FACILITY FOR INDIVIDUALS WITH MENTAL RETARDATION, AND IS STAFFED BY NURSES 24 HOURS A DAY. 4237975 5913029 CONTRACT SERVICES. 6247517 8183517 36787819 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 157 0 1 1170 1 0 0 0 0 0 0 1 373 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X LISA WORLEY 6142945181 1331 EDGEHILL RD COLUMBUS OH 43212 JANE ABELL 2.00 X 0 0 0 ANN CHRISTOPHER 2.00 X 0 0 0 JOHN COOLEY 2.00 X 0 0 0 DOREEN DELANEY CRAWLEY 2.00 X 0 0 0 BETH DORSEY 2.00 X 0 0 0 JIM DUTEY 2.00 X 0 0 0 CHARLOTTE GLENN-FREY 2.00 X 0 0 0 JOSEPH HENDRICKS 2.00 X 0 0 0 ALTON HILL 2.00 X 0 0 0 ANTHONY HINES 2.00 X 0 0 0 JOHN KADLIC 2.00 X 0 0 0 RICHARD LUNDY 2.00 X 0 0 0 JESSICA MILLER 2.00 X 0 0 0 JEAN REYNOLDS 2.00 X 0 0 0 LAUREN RICHARDSON 2.00 X 0 0 0 JOE SALOOM 2.00 X 0 0 0 FRED PRESSLEY 4.00 X X 0 0 0 LORI A MAITE 4.00 X X 0 0 0 MARY LYNN FOSTER 4.00 X X 0 0 0 PETER PAVARINI 4.00 X X 0 0 0 DONNA TEACH 4.00 X X 0 0 0 MARJORY PIZZUTI 40.00 X 234916 0 24607 ANTHONY HARTLEY 40.00 X 140416 0 2684 THOMAS NOLAN 40.00 X 128141 0 1435 MARY VAIL 40.00 X 138610 0 1845 LESLIE POOLE 40.00 X 128784 0 3074 KAREN WALTERMEYER 40.00 X 105636 0 808 876503 0 34453 6 0 1 0 DIAMOND BUILDING & REMODELING LLC 3660 PARKWAY LANE HILLIARD OH 43026 CONSTRUCTION 475505 CONRAD PHILLIPS & VUTECH INC 1398 GOODALE BLVD COLUMBUS OH 43212 ADVERTISING 252789 RM2 LLC 5057 DRIVEMERE ROAD HILLIARD OH 43026 CONSTRUCTION 181998 ELFORD INC 1220 DUBLIN ROAD COLUMBUS OH 43215 CONSTRUCTION 143144 MORRISON SIGN COMPANY 2757 SCIOTO PARKWAY COLUMBUS OH 43221 PRINTING 127600 5 408315 81775 551920 4172970 3962015 5214980 REHAB SERVICES 621400 20280381 20280381 RETAIL SALES 453310 6807519 6807519 CONTRACT 621400 4287101 4287101 SALVAGE 900099 722963 722963 SPECIAL PROJECTS 900099 12050 12050 32110014 11480 11480 3380000 15180 3378527 0 1473 15180 16653 16653 10625 81775 29426 -18801 -18801 MISCELLANEOUS 900099 243401 243401 243401 37577727 32353415 0 9332 402623 376662 23492 2469 21891868 20486680 1272218 132970 2050959 1910485 126241 14233 2363661 2232626 118101 12934 112814 41303 67429 4082 45712 16736 27322 1654 759967 278238 454232 27497 468442 390688 71595 6159 544702 512882 27795 4025 2975185 2973477 1708 838044 813987 23983 74 1704314 1704314 111420 103700 6724 996 COST OF DONATED GOODS 3962015 3962015 MISCELLANEOUS 775422 501783 271989 1650 COST OF GOODS SOLD 296196 296196 CLIENT ASSISTANCE 166977 166977 77202 19070 56787 1345 39547523 36787819 2549616 210088 927778 5808076 116479 19400 0 6958228 2160911 408072 540793 270405 306126 28014034 14241244 13734947 13772790 2717878 27199128 20542755 2515683 2252863 4835624 15772 2495766 968207 1003808 10815280 3272443 X 16067004 17002847 316844 267465 16383848 17270312 27199128 20542755 X -1969796 2856260 X X 0 1 1 X 1 1 X 1554441 1272898 1204811 1445465 5214980 10692595 1554441 1272898 1204811 1445465 5214980 10692595 65872 10626723 278258 147930 31962 30693 11480 500323 40792 70982 74511 83792 243401 513478 11706396 149521711 0.90780 0.79650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 548397 548397 5372631 2935125 2437506 14859446 5912889 8946557 5273125 3956360 1316765 1960435 1436870 523565 13772790 WORKERS COMP RESERVE 1003808 1003808 37577727 39547523 -1969796 138115 2718145 2856260 886464 33783252 138115 29426 167541 33615711 3962016 3962016 37577727 35614933 29426 29426 35585507 3962016 3962016 39547523 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AN ENDOWMENT FUND, ESTABLISHED PRIMARILY THROUGH PUBLIC CONTRIBUTIONS, IS MAINTAINED WITH THE COLUMBUS FOUNDATION ON BEHALF OF THE ORGANIZATION. THE INCOME EARNED ON THE INVESTMENTS IN THE ENDOWMENT FUND IS CURRENTLY EXPENDABLE BY THE ORGANIZATION AND IS INTENDED TO SUPPORT THE CHARITABLE MISSION OF GOODWILL INDUSTRIES OF CENTRAL OHIO INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES FOR THE PERIODS ENDED DECEMBER 31, 2011 AND JANUARY 1, 2011 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNITED CEREBRAL PALSY OF CENTRAL OHIO MERGER 2,718,145. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 29,426. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF DONATED GOODS 3,962,016. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 29,426. PART XIII, LINE 4B - OTHER ADJUSTMENTS: COST OF DONATED GOODS 3,962,016. ANNUAL LUNCHEON 92400 81775 10625 8000 10314 11112 92400 81775 10625 8000 10314 11112 29426 -18801 X X X X 1 0 0 0 0 0 0 1 0 MARJORY PIZZUTI 204220 0 30696 0 0 0 21504 0 3103 0 259523 0 0 0 PART I, LINE 4A THOMAS NOLAN FORMER VICE PRESIDENT OF OPERATIONS. PART I, LINE 7 THE PRESIDENT AND CEO OF GOODWILL INDUSTRIES OF CENTRAL OHIO INC. RECEIVED A BONUS. X 2988979 THRIFT SHOP VALUE X 973037 ANNUAL SALES PRICE 373 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 ON JANUARY 2, 2011, THE ORGANIZATION ENTERED INTO AN AGREEMENT TO MERGE WITH CEREBRAL PALSY, INC. D/B/A UNITED CEREBRAL PALSY OF CENTRAL OHIO (UCP). UCP IS A NON-PROFIT ORGANIZATION THAT PROVIDES ADULT DAY CARE, TRANSPORTATION, SUPPORTIVE LIVING AND EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES AND AGING CONDITIONS. THE MISSION AND FUNDING SOURCES ARE VERY SIMILAR TO THOSE OF THE ORGANIZATION. AS A RESULT OF THIS MERGER, THE ORGANIZATION ACQUIRED APPROXIMATELY $2,700,000 OF NET ASSETS CONSISTING PRIMARILY OF CASH AND INVESTMENTS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS REVIEWED BY THE EXECUTIVE LEADERSHIP TEAM. THEN IT IS REVIEWED BY THE ORGANIZATION'S COMPLIANCE AND AUDIT COMMITTEE. BEFORE IT IS FILED, THE DOCUMENT IS SHARED WITH THE ENTIRE BOARD FOR INFORMATION PURPOSES. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE BOARD GOES THROUGH THE ORGANIZATION'S CORPORATE INTEGRITY TRAINING PROGRAM. AS A PART OF THAT TRAINING, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED AND EACH BOARD MEMBER IS ASKED TO CERTIFY IN WRITING THAT HE/SHE UNDERSTANDS THE POLICY AND THAT HE/SHE HAS COMPLIED AND WILL CONTINUE TO COMPLY WITH THE POLICY. ADDITIONALLY, AN ANNUAL QUESTIONNAIRE IS COMPLETED BY EACH BOARD MEMBER TO DETERMINE EACH BOARD MEMBER'S INDEPENDENCE. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR REVIEW AND APPROVAL OF THE PRESIDENT/CEO'S MERIT INCREASE AND INCENTIVE COMPENSATION THE HUMAN RESOURCES AND COMPENSATION (HRC) COMMITTEE CHARTER STATES: THE HRC COMMITTEE SHALL PERIODICALLY REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD CONCERNING THE FOLLOWING: - THE COMPANY'S COMPENSATION PHILOSOPHY AND METHODOLOGIES, INCLUDING MERIT AND/OR INCENTIVE BASED COMPENSATION PLANS - THE ANNUAL BASE SALARIES AND INCENTIVE COMPENSATION OF THE PRESIDENT/CEO AND OTHER KEY EXECUTIVES AS IDENTIFIED BY THE BOARD CHAIR AS A RESULT, THE FOLLOWING PROCESS OUTLINES THE STEPS THAT NEED TO BE TAKEN BY BOTH THE PRESIDENT/CEO AND THE BOARD CHAIR TO ENSURE COMPLIANCE WITH THE HRC CHARTER: 1. PRESIDENT/CEO SUBMITS SELF-ASSESSMENT OF HER ANNUAL PERFORMANCE TO THE BOARD CHAIR FOR REVIEW NO LATER THAN JANUARY 8. 2. BOARD CHAIR WRITES AND DELIVERS ANNUAL PERFORMANCE REVIEW TO PRESIDENT/CEO NO LATER THAN JANUARY 29. 3. BOARD CHAIR PREPARES MERIT INCREASE AND INCENTIVE COMPENSATION RECOMMENDATION TO PRESENT TO HR/COMPENSATION COMMITTEE. 4. HR/COMPENSATION COMMITTEE REVIEWS PROPOSED MERIT INCREASE AND INCENTIVE COMPENSATION FOR PRESIDENT/CEO AND PREPARES RECOMMENDATION FOR THE EXECUTIVE COMMITTEE OF THE BOARD AT THE MARCH 2011 MEETING. 5. BOARD CHAIR PRESENTS FINAL RECOMMENDATION FOR MERIT INCREASE AND INCENTIVE COMPENSATION TO EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL AT THE FEBRUARY 2011 EXECUTIVE COMMITTEE MEETING. PROCESS FOR REVIEW AND APPROVAL KEY EXECUTIVES ANNUAL BASE SALARIES THE FOLLOWING PROCESS OUTLINES THE STEPS THAT NEED TO BE TAKEN BY PRESIDENT/CEO TO ENSURE COMPLIANCE WITH THE HRC AS IT RELATES TO THE REVIEW OF KEY EXECUTIVES BASE SALARIES: 1. PRESIDENT/CEO REVIEWS THE PERFORMANCE OF EACH OF HER DIRECT REPORTS AND DETERMINES PROPOSED MERIT INCREASES. 2. PRESIDENT/CEO REVIEWS ANNUAL BASE SALARIES AND MERIT INCREASES FOR EACH OF HER DIRECT REPORTS WITH THE BOARD CHAIR. 3. PRESIDENT/CEO PRESENTS HRC COMMITTEE WITH THE PROPOSED INCREASES FOR EACH OF HER DIRECT REPORTS AT THE HRC COMMITTEE. 4. HRC COMMITTEE REVIEWS PROPOSED INCREASES AND MAKES RECOMMENDATIONS FOR CHANGES IF NEEDED. 5. PRESIDENT/CEO PRESENTS PROPOSED INCREASES FOR KEY EXECUTIVES TO THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 138,115. UNITED CEREBRAL PALSY OF CENTRAL OHIO MERGER 2,718,145. TOTAL TO FORM 990, PART XI, LINE 5: 2,856,260. FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE FOUNDATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.