2011-08-11T19:00:13-07:00 2010-09-30 TACOMA GOODWILL INDUSTRIES 714 S 27TH ST TACOMA WA 984098130 990 2009-10-01 910573106 Tacoma Goodwill Industries TACO 2535736500 714 S 27th Street Tacoma WA 98409 Michael Graves 2011-08-11 X 4254544919 2009 2016-02-24 21:20:13Z Terry A Hayes 714 S 27th Street Tacoma WA 98409 55468355 false false X www.tacomagoodwill.org X 1922 WA Tacoma Goodwill Industries helps people with disabilites and other barriers to employment go to work by providing jobs, training and educational opportunities. 20 20 2365 2941 -41089 -55132 3898082 787220 47264883 53885541 -74916 -357636 89930 61538 51177979 54376663 337454 465405 0 28573884 31319666 0 347777 16469471 20722914 45380809 52507985 5797170 1868678 82091857 78833804 43750320 39366017 38341537 39467787 Tacoma Goodwill Industries helps people with disabilites and other barriers to employment go to work by providing jobs, training and educational opportunities. false false 19501234 80993 46227819 Retail and Salvage Training Centers - Employed 322 people (66.1% disabled or disadvantaged). Goodwill operates 26 thrift stores in 8 Washington counties. Over 3.2 million shoppers continued to embrace Goodwill's wide selection and value pricing, with sales in 2010 increasing 14.4% over the previous year. By growing retail operations, Goodwill creates more jobs and funds more job training, responding to the increasing need in the communities we serve. Goodwill retail stores provide training opportunities in addition to generating profits for training and other job programs. 18406472 98868 Donations and Production Training Centers - employed 536 people (76.5% disabled and disadvantaged) in the process of moving donated goods to the sales floor at Goodwill. From collection points at stores and Attended Donation Stations, goods need to be sorted, priced, and displayed. Work training opportunities abound in our training centers allowing ample opportunity for people with significant disabilities or disadvantages to move into the work force. Strict quality standards guide the selection of items not suitable for sale in the retail stores. Goodwill strives to recycle donated items not suitable for sale in the retail stores. 2010 represented a successful year with over 1.2 million donors donating over 68.9 million pounds of merchandise. Donations are the foundation of Goodwill's ability to provide services. Thoughtful giving supports strong retail sales which in turn helps people receive training and go to work. 9478595 274746 6446382 Workforce Development Training Centers - employed 455 people (90.1% disabled or disadvantaged). Over ninety percent of revenues are returned to jobs and job training programs for people who have disabilities or disadvantages. Workforce services increased 53.0% this year, serving an unduplicated 9,595 individuals. Programs range from custodial skills training, maintenance skills training, culinary and barista training, computer training for people with disabilities, English as a second language classes, online training in office and computer skills, and training on job search skills and work behavior. Placement (6,511 job placement services provided) includes supported employment for people with developmental disabilities; employment placement programs include people with disabilities as well as people entering the workforce with other barriers such as welfare history and lack of work skills or behavior. With large and growing youth programs, Tacoma Goodwill Industries helped approximately 934 youth ages 16-21 complete their education, set goals, and gain work experience. 1269630 10798 1233877 48655931 true true false true false false false false false true true false true false false false false false false true false false true true true true false false false false false false false false false false true false false false false true false false false true 124 0 true 2365 true true true false false false false false false false false false 0 false false false true false false false false 20 20 false false false false false false false true true false false false true true true true true true true true false false WA X Michael Graves 2535736500 714 S 27th Street Tacoma WA 984098193 Toby Murray 2.00 X 0 0 0 Terry A Hayes 50.00 X 238642 0 22534 Ryan Petty 2.00 X 0 0 0 Robert Bruback 2.00 X 0 0 0 Richard Corak 50.00 X 113956 0 5638 Nigel L English 2.00 X 0 0 0 Michael Secright 50.00 X 140462 0 11987 Michael Graves 50.00 X 167850 0 13396 Mark Holcomb 50.00 X 188859 0 9629 Kenneth Gibbon 50.00 X 116468 0 5570 Karen Seinfeld 2.00 X 0 0 0 Judy Swain 2.00 X 0 0 0 Jemima McCullum 2.00 X 0 0 0 Jane Taylor 2.00 X X 0 0 0 James A Matteucci 2.00 X 0 0 0 Gary Linberg 2.00 X 0 0 0 Frank Scoggins 2.00 X X 0 0 0 Dr Pamela Transue 2.00 X 0 0 0 Don Johnson 2.00 X 0 0 0 Dean Hanks 50.00 X 122462 0 13128 Dean A McSweeney 2.00 X 0 0 0 David Sidor 2.00 X 0 0 0 Dan Palmer 50.00 X 152790 0 13298 Cheryl Jones 2.00 X 0 0 0 Cheryl Bidleman 0. X 109477 0 4609 Chad R Wright 2.00 X X 0 0 0 Carl Newhouse 2.00 X 0 0 0 C W Herchold 2.00 X 0 0 0 Buzz Folsom 2.00 X 0 0 0 Bruce F Dammeier 2.00 X 0 0 0 Brian Townsend 2.00 X 0 0 0 Arne L Skip Haynes 2.00 X 0 0 0 1350966 99789 9 false true false William C Swensen Enterprises PO Box 111615 Tacoma WA 98411 Construction 255435 Rushforth Construction Inc 6021 12TH ST E Suite 100 Tacoma WA 984241399 Construction 1230764 Roblees Total Security Inc 751 Tacoma Ave S Tacoma WA 984022206 Security & Equipment 350145 Mountain Construction Inc 7457 South Madison Tacoma WA 98409 Construction 894069 Bank of America Bank of America VA6-200-11-10 Norfolk VA 235102108 Pymt process BK Fees 366786 16 60518 161398 565304 49697 787220 Workforce Development 624310 173907 173907 Retail and Salvage 453310 46227819 46227819 Other Commercial 900099 1211340 1211340 Fees & Contracts Gov Agencies 624310 6272475 6272475 53885541 63046 63046 0 0 557079 546018 11061 11061 -41089 52150 26075 500 25967 421290 108 -420790 -420682 -420682 18625 161398 98417 -79792 -79792 0 0 Vending 900099 35602 35602 Miscellaneous 900099 72130 72130 Management Fees 900099 22537 22537 130269 54376663 53908078 -41089 -277546 272047 272047 193358 193358 0 0 831949 767878 55884 8187 0 25295776 23207389 1846848 241539 82269 75933 5526 810 2249249 2132208 102924 14117 2860423 2696841 143461 20121 0 24520 9887 14633 68978 68978 20237 20237 0 0 702042 516944 185098 105599 105399 200 3455695 3178894 239280 37521 637845 519963 108845 9037 0 8699392 8462721 236666 5 1234494 1221145 10486 2863 0 99508 15968 78501 5039 1501 1501 185292 146269 31622 7401 2520976 2216452 303488 1036 40282 40282 Repairs and Maintenance 265427 263949 1478 New Goods 1346886 1346886 Minor Equipment 160583 156838 3745 Dump Fees 798055 798055 Business Occupational Taxes 271979 271979 83623 78928 4594 101 52507985 48655931 3504277 347777 9996294 2734000 192306 6502346 11885656 7634368 1871205 1828284 0 0 0 7711239 8790633 844818 1244887 63493129 13646106 49349271 49847023 91537 96001 0 0 0 149531 156262 82091857 78833804 6716400 5997261 9250 25715480 34121755 4180184 2902915 3473092 43750320 39366017 X 32947173 34084122 5366177 5355478 28187 28187 38341537 39467787 82091857 78833804 X false true true X true true X 397308 7232044 1744406 3898082 787220 14059060 0 0 397308 7232044 1744406 3898082 787220 14059060 5312492 8746568 235233 311966 310948 124937 124696 1107780 0 55744 55104 39815 50881 107732 309276 15476116 215987051 0.56520 0.75010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 20237 20237 52703780 52724017 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 8686 4411 29115 20237 62449 250000 250000 250000 250000 1000000 1500000 28187 28187 28087 100 28087 1.00000 false false false 6262279 6262279 33749543 4844911 28904632 9868667 3623161 6245506 12992220 5078166 7914054 620420 99868 520552 49847023 Liabilities Under Charitable Trusts 1236000 Interest Rate SWAP Contracts 2237092 3473092 54376663 52507985 1868678 2550 -597115 -594565 1274113 54063700 2550 -959948 -957398 55021098 -644435 -644435 54376663 52789587 534681 534681 52254906 253079 253079 52507985 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S Goodwill Heritage Foundation Grant Paid $253079 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Spec Event Exp Netted Spec Event Rev $98418 Rental Expenses Netted Rental Revenues $546017 Goodwill Heritage Foundation $105213 Lease Termination Expense $-227687 Income Tax Expense $12720 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Goodwill Heritage Foundation Grant Paid $253079 Unrealized Gain (Loss) Interest SWAP Contracts $ -744981 Goodwill Heritage Foundation Consolidation $ -105213 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Funds are to be maintained permanently per donor-imposed stipulations. Generally, the donors permit the use of all or part of the income earned on related investments for general or specific purposes. X X X X X false Annual Awards Breakfast 170190 159295 10895 2549 16128 10895 18143 15077 Longview Luncheon 9833 2103 7730 87 7730 14000 13808 180023 161398 18625 2636 16128 18625 32143 28885 98417 -79792 true Goodwill Heritage Foundation 714 S 27th Street Tacoma WA 98409 680584847 501(c)(3) 253079 0 See Schedule O Bates Technical College 1101 South Yakima Avenue Tacoma WA 98405 911526457 501(c)(3) 18968 0 See Schedule O 2 0 Participant Transportation 1955 105172 Cost Participant Transportation Participant Training 154 10333 Cost Participant Training Participant Incentives 36 1166 Medical, Dental, or Hospital Expenses 24 4461 Cost Medical, Dental, or Hospital Expenses Food, Supplies, Clothing, and Shelter 1881 72226 Cost Food, Supplies, Clothing, and Shelter Grantmaker's Description of How Grants are Used A Goodwill Heritage Foundation annual budget is prepared and approved by the Goodwill Heritage Foundation Board of Directors. Goodwill provides a grant to the Foundation for operations, so that all funds raised go directly to programs and scholarships.The Foundation receives restricted grants for programs at Goodwill and for scholarships for participants that are disenfranchised and yet not eligible for government supported programs. Annually the Foundation reviews the funding available for scholarships and the nature and types that are provided. When the funding available is determined, case workers assess the assistance needs of program particpants and submit a request for scholarship support which is approved or denied by the program manager. The use of funds is reported to the Foundation Board at the end of the fiscal year.For Subrecipient grants: Grants are prepared, reviewed, submitted, and signed by the grantee and grantor. The grant discloses the stipulations of the grant. Billings for allowable expenses are submitted monthly by the grantee. The billings are reviewed for qualification. Allowable expenses are paid to the grantee. The total grant distributions are monitored on a monthly basis. Site visits by the grantor are performed in order to audit program and fiscal adherance. X X X X X true false false false false false false false false false Terry A Hayes 189114 42840 6688 15000 7534 261176 Michael Secright 128962 11500 6250 5737 152449 Michael Graves 154080 13770 7500 5896 181246 Mark Holcomb 150859 32000 6000 3750 5879 198488 Dan Palmer 132330 20460 7500 5798 166088 Washington Economic Development Finance Authority 911493002 2010-06-30 25812000 Refinancing Tacoma Goodwill Headquarters false false 25812000 235318 156414 25420268 2010 false false true true false false false false true true false true true Sumitomo Mitsui Banking Corporation 7.0000 false false X 14 18400 Selling Price X 2 1388 Selling Price X Other 4 6231 Cost X Software 1 20683 Selling Price X Equipment 2 2995 Cost false true false Part I, Line 33, Revenues Not Reported Tacoma Goodwill Industries does not assign a value to donations of thrift items received. If Tacoma Goodwill Industries would have recorded the value of those donations on an annual basis, the estimated value of those donations would be approximately $25.77 million (net of cost of donation and production of approximately $18 million). Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, policies, and financial statements are made available to the public upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Annually, the Compensation Committee, a subset of the Board of Directors, uses outside compensation studies to develop the compensation package for the CEO. Every third year, an independent compensation consultant is also used. The Compensation Committee documents their decision which is signed by the Board Chair.Annually, the Compensation Committee and CEO use outside compensation studies to develop the compensation packages for the Senior Management Team. Every third year, an independent compensation consultant is also used. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Board of Directors, CEO, and Senior Management Team annually complete and sign a conflict of interest statement of disclosure. The statement includes an acknowledgment that they have a duty to report a conflict of interest if one arises later in the year. On a daily basis, the Accounting and Purchasing departments review transactions for potential conflicts of interest. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Board of Directors delegates the detailed review of the Form 990 to the Finance/Audit Committee. The Finance/Audit Committee reviews and approves the Form 990. A copy is provided to the full Board of Directors prior to filing. Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: Other Commercial Training Centers - employed 50 people (80.0% disabled or disadvantaged). Goodwill operates two distinct businesses that provide services to the community, training opportunities and jobs for people who want to work. These businesses help fund operations and support Goodwill's job training programs. Go2 property services, with twenty-two trained employees, provides quality building maintenance and cleaning for companies throughout the South Puget Sound Region. Goodwill Contract Services employing twenty-eight people, provides local and national businesses with turnkey assembly, packaging, mail sorting, or customized jobs. Goodwill Heritage Foundation 714 South 27th Street Tacoma WA 98409 680584847 To raise funds in support of Tacoma Goodwill Industries. WA 501(c)(3) Line 11a NA N/A false false Hugh S Ferguson 2003 Unitrust 714 South 27th Street Tacoma WA 984098193 276018362 Rental WA NA Trust 1970000 1.00000 Hugh S Fuguson 38th Street Unitrust 714 South 27th Street Tacoma WA 984098193 383666851 Rental WA NA Trust 3300000 1.00000 false true false false false false false false false false false false false false false false false false