2011-11-15T14:58:42-06:00 2010-12-31 KERBER ROSE & ASSOCIATES SC 115 E 5TH ST SHAWANO WI 54166 990 2010-01-01 391049987 GOODWILL INDUSTRIES OF NORTHERN WISCONSIN & UPPER MICHIGAN INC GOOD 7157320563 1428 MAIN STREET MARINETTE WI 54143 JAMES BOROWSKI 7157320563 2011-10-13 KAREN KERBER CPA 7155269400 2011-11-15 2010 2016-03-07 17:11:31Z JAMES BOROWSKI 1428 MAIN STREET MARINETTE WI 54143 8322947 false X X 1965 WI TO PROVIDE OPPORTUNITIES FOR VOCATIONAL TRAINING, JOB PLACEMENT ASSISTANCE, AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS FOR PEOPLE WITH DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT. 12 12 664 42608 31429 1526598 1956399 5003449 5767429 18761 0 157476 -72684 6706284 7651144 0 0 4093270 4883782 0 0 2864518 3077479 6957788 7961261 -251504 -310117 5662401 6028362 4852560 5153482 809841 874880 X TO PROVIDE OPPORTUNITIES FOR VOCATIONAL TRAINING, JOB PLACEMENT ASSISTANCE, AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS FOR PEOPLE WITH DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT. false false 3998617 THE ORGANIZATION HAS ONE RETAIL STORE LOCATED IN MARINETTE, WISCONSIN. IN THE STATE OF MICHIGAN THERE ARE FIVE STORES LOCATED IN THE CITIES OF IRON MOUNTAIN, ESCANABA, MARQUETTE, HOUGHTON, AND SAULT STE MARIE. THESE RETAIL LOCATIONS OFFER JOBS TO PERSONS WITH PHYSICAL AND MENTAL DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT. THESE JOBS CREATE TRAINING OPPORTUNITIES IN TRADITIONAL VOCATIONAL EMPLOYMENT. GOODWILL EMPLOYEES SORT AND PRICE DONATED GOODS, STOCK SHELVES AND HANDLE CUSTOMER TRANSACTIONS. EACH RETAIL FACILITY PUTS DOLLARS INTO THE COMMUNITIES BY PROVIDING MODERATELY PRICED, QUALITY GOODS TO PEOPLE IN NEED. 2151793 THE ORGANIZATION PROVIDES PROGRAMS THROUGHOUT NORTHERN WISCONSIN AND UPPER MICHIGAN. OFFICES ARE LOCATED IN MARINETTE, WISCONSIN AND MARQUETTE, IRON MOUNTAIN, MANISTIQUE, CARNEY, SAULT STE. MARIE AND ST. IGNACE, MICHIGAN. STAFF IN EACH OF THESE OFFICES IS RESPONSIBLE FOR PROVIDING SERVICES IN THEIR REGION, WHICH MAY ENCOMPASS SEVERAL COUNTIES. SERVICES ARE AVAILABLE IN 6 COUNTIES IN NORTHERN WISCONSIN AND IN EACH OF UPPER MICHIGAN'S 15 COUNTIES. PROGRAMS AND SERVICES ARE OFFERED AT VARIOUS LEVELS IN DIFFERENT LOCATIONS, BUT EACH OFFICE HAS THE POTENTIAL OF PROVIDING A FULL ARRAY OF SERVICES. PROGRAMS AND SERVICES OFFERED AT ALL LOCATIONS ARE: JOB PLACEMENT AND RETENTION; VOCATIONAL TRAINING PROGRAMS, INCLUDING RETAIL TRAINING, CUSTODIAL TRAINING, HOTEL/HOUSEKEEPING TRAINING, AND GREENHOUSE TRAINING; JOB READINESS AND WORK ADJUSTMENT; TRIAL WORK EXPERIENCE AND JOB SHADOWING; JOB COACHING; AND YOUTH PROGRAMMING. IN ADDITION THE MARINETTE, WISCONSIN AND CARNEY, MICHIGAN LOCATIONS OFFER THE FOLLOWING SERVICES: WORK CENTER SERVICES; PERSONAL, SOCIAL, AND COMMUNITY SKILL TRAINING; AND AT RISK YOUTH PROGRAMMING. THE ORGANIZATION SERVES APPROXIMATELY 5,000 INDIVIDUALS IN THESE PROGRAM EACH YEAR. THESE INDIVIDUALS ARE FUNDED THROUGH PRIVATE PAY, COUNTY, STATE, AND FEDERAL PROGRAMS. 587923 LOCAL MANUFACTURING COMPANIES HIRE GOODWILL INDUSTRIES FOR PRODUCTION ASSEMBLY. THESE PRODUCTION JOBS ARE COMPLETED BY PERSONS WITH PHYSICAL AND MENTAL DISABILITIES, OR OTHER BARRIERS TO EMPLOYMENT IN A SHELTERED WORK ENVIRONMENT. 290836 ITEMS THAT DON'T SELL ARE PUT INTO THE SALVAGE STREAM WHERE THEY ARE SOLD TO TEXTILE OR OTHER RECYCLERS. DONATIONS THAT DO NOT MEET GOODWILL'S QUALITY STANDARDS ARE ALSO PUT IN THE SALVAGE STREAM. IF THE ITEM CANNOT BE SALVAGED, IT MIGHT BE RECYCLED IN SOME OTHER WAY. 290836 7029169 true false false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 false 664 true true true false false false false false false false false false false false X 12 12 false false false false false false false true true false false false true true true true true true false false WI X X JAMES BOROWSKI 7157320563 1428 MAIN ST MARINETTE WI 54143 X CYNTHIA WALKER 2.00 X 0 0 0 JOAN TOMEK 2.00 X 0 0 0 LAWRENCE GODWIN 2.00 X 0 0 0 CHARLES SALEWSKY 2.00 X 0 0 0 LISA FERNSTRUM 2.00 X 0 0 0 KAREN KLOIDA 1.00 X 0 0 0 LINDA ROSTAGNO 1.00 X 0 0 0 SCOTT WELLENS 1.00 X 0 0 0 JOHN LEE 1.00 X 0 0 0 KIM COGGINS 1.00 X 0 0 0 JEAN GRANUM 1.00 X 0 0 0 DAVID O'BRIEN 1.00 X 0 0 0 1 false false false 1914519 41880 1956399 RETAIL SALES 4574507 4574507 CONTRACTS - INDUSTRIAL SERV 789110 789110 SALVAGE 403812 403812 5767429 88076 45468 42608 42608 42608 497114 626335 -129221 -129221 EXECUTIVE SUPPORT 13643 13643 VENDING MACHINE SALES 286 286 13929 7651144 5781358 42608 -129221 3851161 3453913 397248 29906 30161 -255 546761 452063 94698 455954 435876 20078 14764 14764 86762 39429 47333 48822 3139 45683 57817 51160 6657 1870173 1787269 82904 60680 50283 10397 11407 8141 3266 192023 138480 53543 347200 301742 45458 72151 69953 2198 EQUIPMENT RENTAL 115601 111051 4550 DUES-GOODWILL INT'L 67152 67152 BANK SERVICE CHARGES 37548 37548 SUPPLIES 34536 23495 11041 CONTRACTED WAGES 27229 24079 3150 33614 11387 22227 7961261 7029169 932092 0 394191 556437 36360 36673 214895 380364 457145 233685 10230 77842 8389604 3646243 4386763 4743361 162817 5662401 6028362 1015602 1367634 3836958 3785848 4852560 5153482 X 809841 874880 809841 874880 5662401 6028362 X -310117 375156 X false true true X true true X 993158 1650312 1424113 1526598 1956399 7550580 993158 1650312 1424113 1526598 1956399 7550580 7550580 60498 1304 61802 3714 19401 34832 33150 41608 132705 5514 8358 32867 497114 543853 8288940 5781358 0.91090 0.96770 X false false false false false false false false false false 96105 96105 5992653 2156600 3836053 2300846 1489643 811203 4743361 7651144 7961261 -310117 1 1 -310116 8322947 671803 671803 7651144 7651144 8633063 671803 671803 7961260 1 1 7961261 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X ACCOUNTING FOR UNCERTAIN IN INCOME TAXES REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NO" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON INCOME TAX RETURNS. THE ORGANIZATION EVALUATES ITS TAX POSITIONS AND CONCLUDED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MEET THE CRITERIA OF THIS STANDARD. THE ORGANIZATION WILL CONTINUE TO EVALUATE ITS TAX POSITIONS, CHANGE IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. THE ORGANIZATION COULD POTENTIALLY BE SUBJECT TO AUDITS BY THE FEDERAL AND STATE TAXING AUTHORITIES FOR TAX YEARS ENDED AFTER DECEMBER 31, 2007 AND 2006, RESPECTIVELY. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 RENTAL EXPENSES REPORTED IN INCOME SECTION 45,468 COST OF GOODS SOLD DEDUCTED FROM INCOME SECTION 626,335 RENTAL EXPENSES REPORTED IN INCOME SECTION -45,468 COST OF GOODS SOLD DEDUCTED FROM INCOME -626,335 BOOK / TAX DEPRECIATION DIFFERENCE 1 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES REPORTED IN INCOME SECTION 45,468 COST OF GOODS SOLD DEDUCTED FROM INCOME SECTION 626,335 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D RENTAL EXPENSES REPORTED IN INCOME SECTION 45,468 COST OF GOODS SOLD DEDUCTED FROM INCOME 626,335 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 1 SECOND ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B AND GREENHOUSE TRAINING; JOB READINESS AND WORK ADJUSTMENT; TRIAL WORK EXPERIENCE AND JOB SHADOWING; JOB COACHING; AND YOUTH PROGRAMMING. IN ADDITION THE MARINETTE, WISCONSIN AND CARNEY, MICHIGAN LOCATIONS OFFER THE FOLLOWING SERVICES: WORK CENTER SERVICES; PERSONAL, SOCIAL, AND COMMUNITY SKILL TRAINING; AND AT RISK YOUTH PROGRAMMING. THE ORGANIZATION SERVES APPROXIMATELY 5,000 INDIVIDUALS IN THESE PROGRAM EACH YEAR. THESE INDIVIDUALS ARE FUNDED THROUGH PRIVATE PAY, COUNTY, STATE, AND FEDERAL PROGRAMS. ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D ITEMS THAT DON'T SELL ARE PUT INTO THE SALVAGE STREAM WHERE THEY ARE SOLD TO TEXTILE OR OTHER RECYCLERS. DONATIONS THAT DO NOT MEET GOODWILL'S QUALITY STANDARDS ARE ALSO PUT IN THE SALVAGE STREAM. IF THE ITEM CANNOT BE SALVAGED, IT MIGHT BE RECYCLED IN SOME OTHER WAY. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ACCOUNTING STAFF PRIOR TO SUBMISSION. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE ENFORMEMENT OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED MONTHLY BY UPPER MANAGEMENT AND THE BOARD OF DIRECTORS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A BOARD REVIEWS COMPENSATION PACKAGE. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE MARINETTE LOCATION. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 VOCATIONAL STRATEGIES, INC. IS NO LONGER A SEPARATE ENTITY (PREVIOUSLY REPORTED AS AN AFFILIATE) AND ALL ASSETS AND LIABILITIES WERE ASSUMED BY GOODWILL INDUSTIES OF NORTHERN WISCONSIN & UPPER MICHIGAN, INC. AS A RESULT, THE OTHER ADJUSTMENT INCREASES THE FUND BALANCE TO REFLECT THIS.