GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC (EIN 06-0662111)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-31
IRS object ID
201101519349300125
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-31T16:45:10-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREET PO BOX 272000AddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code061272000ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060662111EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GOODWILL INDUSTRIES OF WESTERN CONNECTICUT INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGOODNameControl
Phone2033686511Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 OCEAN TERRACEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06605ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID H TURNERName
TitlePRESIDENT/CEOTitle
Phone2033686511Phone
Date Signed2011-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORI M BUDNICKName
Phone8605614000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID H TURNERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1165 OCEAN TERRACEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06605ZIPCode
FieldValueIRS element (for citing)
Gross Receipts37560459GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.GOODWILLWCT.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1951YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTO REHABILITATE MENTALLY AND PHYSICALLY CHALLENGED PERSONSActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees1253TotalNbrEmployees
Total Nbr Volunteers32TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5086884ContributionsGrantsPriorYear
Contributions Grants Current Year7135322ContributionsGrantsCurrentYear
Program Service Revenue Prior Year28454773ProgramServiceRevenuePriorYear
Program Service Revenue CY30253495ProgramServiceRevenueCY
Investment Income Prior Year256159InvestmentIncomePriorYear
Investment Income Current Year171642InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year33797816TotalRevenuePriorYear
Total Revenue Current Year37560459TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year16682414SalariesEtcPriorYear
Salaries Etc Current Year19314081SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year208713TotalFundrsngExpCurrentYear
Other Expense Prior Year11505826OtherExpensePriorYear
Other Expenses Current Year13012371OtherExpensesCurrentYear
Total Expenses Prior Year28188240TotalExpensesPriorYear
Total Expenses Current Year32326452TotalExpensesCurrentYear
Revenues Less Expenses Prior Year5609576RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5234007RevenuesLessExpensesCY
Total Assets BOY33376647TotalAssetsBOY
Total Assets EOY39472421TotalAssetsEOY
Total Liabilities BOY2349579TotalLiabilitiesBOY
Total Liabilities EOY3056252TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY31027068NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY36416169NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionGOODWILL INDUSTRIES OF WESTERN CONNECTICUT SERVES PEOPLE WITH DISABILITIES, ECONOMIC DISADVANTAGES, AND OTHER BARRIERS TO EMPLOYMENT THROUGHOUT WESTERN AND NORTHERN CONNECTICUT. THEIR 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense12790460Expense
Revenue18126763Revenue
DescriptionPROGRAM 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 FORM GOODWILL'S RETAIL STORES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense13695337Expense
Revenue9182401Revenue
DescriptionPROGRAM 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense2254814Expense
DescriptionPROGRAM TITLE: SOLICITATION AND TRANSPORTATIONPROGRAM DESCRIPTION: OPERATE FLEET OF TRUCKS TO PICK UP DONATED MATERIALS AND DELIVER TO STORES.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense767243Expense
Revenue2944331Revenue
DescriptionREHABILITATION - 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 SUPPORT 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.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp767243TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev2944331TotalOfOtherProgramServiceRev
Total Program Service Expense29507854TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096142NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1253NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH BRANTLEY VP OF FINANCEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2035815342TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1165 OCEAN TERRACEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06605ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
DAVID B COLE
TRUSTEE0.50X000
MORAG L VANCE
DIRECTOR0.50X000
TIMOTHY A BISHOP ESQ
DIRECTOR0.50X000
DOROTHY FARKAS
DIRECTOR0.50X000
THOMAS W GRANT
DIRECTOR0.50X000
WILLIAM P SHANNON
DIRECTOR0.50X000
ANGELA KALMANASH
SECRETARY0.50X000X
JOSEPH A RICCIO JR
TRUSTEE0.50X000
ROBERT J BERTA ESQ
DIRECTOR0.50X000
STEPHEN P JAKAB
TRUSTEE0.50X000
JOHN LEVERTY
DIRECTOR0.50X000
JOHN C MAHER
DIRECTOR0.50X000
ESTEBAN A FERRER ESQ
DIRECTOR0.50X000
MICHAEL MURPHY
CHAIRMAN0.50X000X
WILLIAM A RIDOLFI
DIRECTOR0.50X000
SUZANNE BALDASARE ESQ
DIRECTOR0.50X000
JOHN S OSTASZEWSKI
TREASURER0.50X000X
BRENDAN KERRIGAN
VICE CHAIRMAN0.50X000X
DAVID H TURNER
PRESIDENT/CEO40.00344557062780X
KENNETH J BENNETT
COO40.0014756800X
ELIZABETH BRANTLEY
VP OF FINANCE40.0012088500X
DAVID A HICKS
DIRECTOR OF IT40.0011025500X
ARLINE JANEBROWN MCCARTHY
VP HUMAN SVCS40.0011114900X
RENEE EAST
VP OF NE REGION SERVICES40.0012064100X
FieldValueIRS element (for citing)
Total Reportable Comp From Org955055TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation62780TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NEW ENGLAND MASONRY & LANDSCAPING
41 LOTUST AVENUEDANBURYCT06810LANDSCAPING/MAINTENANCE374040
MARRAKECH INC
6 LUNAR DRIVEWOODBRIDGECT06525DIRECT HEALTH CARE242537
WHEELABRATOR BRIDGEPORT LP
PO BOX 7247-6556PHILADELPHIAPA191706556TRASH DISPOSAL210737
ANGERSOLA CONTRACTING LLC
196 CAMPBELL AVENUEWEST HAVENCT06516MAINTENANCE113867
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Government Grants6796884GovernmentGrants
All Other Contributions338438AllOtherContributions
Total Contributions7135322TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SALES4480002094090520940905
VOCATIONAL SERVICES62431091824019182401
DORMITORY FEES721310130189130189
FieldValueIRS element (for citing)
Total Program Service Revenue30253495TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column171642TotalRevenueColumn
Exclusion$171,642ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column37560459TotalRevenueColumn
Related Or Exempt Function Income30253495RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$171,642ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total955055Total
Management And General955055ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total15001466Total
Program Services14774652ProgramServices
Management And General226615ManagementAndGeneral
Fundraising199Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1288476Total
Program Services1144481ProgramServices
Management And General143995ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2069084Total
Program Services1981060ProgramServices
Management And General88024ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4804785Total
Program Services4495183ProgramServices
Management And General141128ManagementAndGeneral
Fundraising168474Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4464227Total
Program Services4417713ProgramServices
Management And General46114ManagementAndGeneral
Fundraising400Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total684971Total
Program Services668291ProgramServices
Management And General16680ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total24233Total
Program Services15205ProgramServices
Management And General9028ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total955067Total
Program Services745574ProgramServices
Management And General209151ManagementAndGeneral
Fundraising342Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROFESSIONAL FEES AND C101815563324135182733087
OTHER5407672725952626225550
RENTAL AND MAINTENANCE2563242518973766661
MEMBERSHIP DUES14959410647043124
CONTRIBUTION TO HELMS H5954559545

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total54703Total
Program Services1492ProgramServices
Management And General53211ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total32326452Total
Program Services29507854ProgramServices
Management And General2609885ManagementAndGeneral
Fundraising208713Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY14880283BOY
EOY16457901EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY42765BOY
EOY69273EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1650222BOY
EOY2329241EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1495493BOY
EOY1385515EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY260087BOY
EOY304478EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis24132145LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec8194962LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY12281316BOY
EOY15937183EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1795077BOY
EOY2016776EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY971404BOY
EOY972054EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY33376647BOY
EOY39472421EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1652226BOY
EOY2107822EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY166181BOY
EOY101523EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY531172BOY
EOY846907EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2349579BOY
EOY3056252EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY30574495BOY
EOY36001625EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY438291BOY
EOY400262EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY14282BOY
EOY14282EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31027068BOY
EOY36416169EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY33376647BOY
EOY39472421EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses5234007ReconcilationRevenueExpenses
Reconcilation Other Changes155094ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3785859CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3557779CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4337320CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5086884CurrentTaxYearMinus1Year
Current Tax Year7135322CurrentTaxYear
Total23903164Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3785859CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3557779CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4337320CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5086884CurrentTaxYearMinus1Year
Current Tax Year7135322CurrentTaxYear
Total23903164Total
FieldValueIRS element (for citing)
Public Support Total17023903164PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years339153CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years297847CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years215632CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year256159CurrentTaxYearMinus1Year
Current Tax Year171642CurrentTaxYear
Total1280433Total
FieldValueIRS element (for citing)
Total Support25183597TotalSupport
Gross Receipts From Admissions Etc131005733GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.94920PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94110PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance0BeginningOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance0BeginningOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance74207BeginningOfYearBalance
End Of Year Balance74207EndOfYearBalance

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis7136426OtherCostOrOtherBasis
Book Value7136426BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Book Value0BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis16995719OtherCostOrOtherBasis
Depreciation8194962Depreciation
Book Value8800757BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings15937183TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION PLAN LIABILITY$338,881
REFUNDABLE ADVANCES ON GRANTS$508,026
FieldValueIRS element (for citing)
Total Of Amounts846907TotalOfAmounts
Total Revenue37560459TotalRevenue
Total Expenses32326452TotalExpenses
Excess Or Deficit For Year5234007ExcessOrDeficitForYear
Net Unrealized GL On Investments155094NetUnrealizedGLOnInvestments
Total Adjustments155094TotalAdjustments
Excess Or Deficit Per FS5389101ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt37715553TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments155094NetUnrealizedGainsInvestments
Revenue Not Rptd F990155094RevenueNotRptdF990
Revenue Subtotal37560459RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99037560459TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt32326452TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal32326452ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99032326452TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationUNDER 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonDAVID H TURNERNamePerson
Base Compensation Filing Org298000BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org46557OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org62780DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org407337TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org344466CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE 990 WILL BE PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
ANNUAL CONFLICT OF INTEREST STATEMENTS MUST BE SIGNED.FORM 990, PART VI, SECTION B, LINE 12C
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 B, LINE 15
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 155,094.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1HELMS HOUSING INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1165 OCEAN TERRACEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06605ZIPCode
FieldValueIRS element (for citing)
EIN061277701EIN
Primary ActivitiesRENTAL OF LOW INCOME HOUSING WITH THE STATE OF CONNECTICUTPrimaryActivities
Legal Domicile StateCTLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status9PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1GOODWILL INDUSTRIES OF WESTERN CONNECTICUT INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
HELMS HOUSING INC
B59542
HELMS HOUSING INC
K15276
HELMS HOUSING INC
P20088

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