2011-08-15T11:18:27-05:00 2010-12-31 MOSS ADAMS LLP 6100 UPTOWN BLVD NE STE 400 ALBUQUERQUE NM 87110 990 2010-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 MARY BEST 5053141832 2011-08-12 1 MARLA CASTNER 5058787200 2010 2016-02-24 21:20:13Z MARY BEST 5000 SAN MATEO NE ALBUQUERQUE NM 87109 17030904 0 X WWW.GOODWILLNM.ORG X 1941 NM TO PROVIDE SKILL DEVELOPMENT, WORK OPPORTUNITIES AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. 15 15 1216 15 0 0 3768236 3015642 12580945 13244640 89934 59401 94196 263839 16533311 16583522 0 39158 0 0 9902765 10876789 0 0 67732 5052276 5268782 14955041 16184729 1578270 398793 19495791 19857878 2471374 2391935 17024417 17465943 TO PROVIDE SKILL DEVELOPMENT, WORK OPPORTUNITIES AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. 0 0 14551589 13254608 ENABLED THE PROVIDING OF EMPLOYMENT AND TRAINING SERVICES FOR OVER 9,937 PERSONS WITH BARRIERS TO EMPLOYMENT RESULTING IN INCREASED INDEPENDENCE AND WORK SKILLS. PLACED OVER 847 PERSONS INTO COMMUNITY EMPLOYMENT. 14551589 1 1 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 X 48 0 1 1216 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X ROBERTA VELASQUEZ 5053141812 5000 SAN MATEO NE ALBUQUERQUE NM 87109 JOHN FERGUSON 1.00 X 0 0 0 GARY HELLMER 1.00 X X 0 0 0 ALAN HESS 1.00 X 0 0 0 GARY KANIN 1.00 X 0 0 0 CRAIG PROTZ 1.00 X X 0 0 0 JAMES BABB 1.00 X X 0 0 0 JANE BUTEL 1.00 X X 0 0 0 BOB FUREY 1.00 X 0 0 0 BRUCE HIGGINS 0.50 X 0 0 0 ROBIN HUNTER 1.00 X 0 0 0 STEPHEN INGRAM 1.00 X 0 0 0 KIP LUNA 1.00 X 0 0 0 JIMMY SANTIAGO BACA 0.50 X 0 0 0 SIDNEY GUTIERREZ 0.50 X 0 0 0 MARK PIKE 0.50 X 0 0 0 STEVEN BYRD 0.50 X 0 0 0 JOHN CONKLAN 40.00 X 125781 0 11393 MARY BEST 40.00 X 135987 0 0 261768 0 11393 2 0 0 0 CONTINENTAL CONSTRUCTION & MANAGEMENT PO BOX 67620 ALBUQUERQUE NM 87193 CONSTRUCTION RENOVATION 879211 POD ASSOCIATES INC 2309 RENARD PL SE ALBUQUERQUE NM 87106 COMPUTER CONSULTING/EQUIPMENT SERVICES 488037 ALBUQUERQUE MATTRESS 819 FOURTH ST SW ALBUQUERQUE NM 87102 REBUILT MATTRESSES 193367 CALDWELL & WHITMAN LLC 2100 MURIEL NE ALBUQUERQUE NM 87112 ADVERTISING 132831 4 9977 6740 2781213 217712 3015642 RETAIL SALES 452000 10104594 10104594 SALVAGE SALES 453310 2156539 2156539 VOCATIONAL SERVICES 561300 983507 983507 13244640 45472 45472 100309 100309 100309 100309 442126 428197 13929 13929 13929 19805 6740 19185 620 620 FRAUD INSURANCE PAYMEN 900099 104526 104526 CASH SURRENDER VALUE O 900099 48416 48416 SALES OF LOGO MERCHAND 452000 8179 8179 1789 1789 162910 16583522 13254608 0 313272 39158 39158 273161 248814 21565 2782 9084715 8403621 639552 41542 31949 25766 5721 462 389033 313741 69666 5626 1097931 898639 195686 3606 30313 1305 29008 47556 3637 43919 12418 12418 240724 60164 180560 185481 167738 17743 1368370 1319739 34917 13714 3350 3350 1405192 1405162 30 204938 188402 16536 17648 9794 7854 127220 127220 972871 912946 59925 TRASH & DUMPING 155256 155256 VEHICLE EXPENSE 151212 141612 9600 SAFETY 144361 144361 MISC 103043 52569 50474 BAD DEBT EXPENSE 50479 50479 48350 43397 4953 16184729 14551589 1565408 67732 X 4355931 3692197 2328078 2061296 134003 472616 233509 225373 2021316 1152741 213354 162775 18387382 7203950 9603261 11183432 576975 906850 29364 598 19495791 19857878 1138331 1164189 18786 42817 1280351 1166351 33906 18578 2471374 2391935 X 17024417 17465943 17024417 17465943 19495791 19857878 X 398793 42733 X 0 1 1 X 1 1 X 410843 1759945 2142256 3768236 3015642 11096922 410843 1759945 2142256 3768236 3015642 11096922 11096922 279675 323778 266639 225702 145781 1241575 10925 51454 38878 11581 182715 295553 12634050 60913912 0.87830 0.86170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SALES OF LOGO MERCHANDISE SPECIAL EVENTS CASH SURRENDER VALUE OF LIFE INSURANCE FRAUD INSURANCE PAYMENT HUD RENTAL REIMBURSEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2999728 2999728 8228283 3286248 4942035 2420823 501152 1919671 4738548 3416550 1321998 11183432 OTHER LONG TERM LIABILITIES 18578 18578 16583522 16184729 398793 42929 -196 42733 441526 16645636 42929 19185 62114 16583522 0 16583522 16203914 19185 19185 16184729 0 16184729 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFIT WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JANUARY 1, 2010 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2010. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL FILINGS. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 19,185. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 19,185. AWARDS CEREMONY 26545 6740 19805 2438 16747 26545 6740 19805 2438 16747 19185 620 1 TRANSPORTATION, CLOTHING 47 4736 BICYCLES, CLOTHING, BUS PASSES RENT PAYMENTS 11 34422 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RENTAL ASSISTANCE IS DETERMINED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. GOODWILL FOLLOWS HUD INSTRUCTIONS WITH RESPECT TO WHO RECEIVES THE ASSISTANCE AND HOW IT IS ADMINISTERED. THE NON-CASH ASSISTANCE IS GIVEN TO THOSE WITH THE GREATEST NEED. THE ORGANIZATION MAKES THIS DETERMINATION. X 11832050 THRIFT STORE VALUE 1 0 0 0 THE ORGANIZATION WAS NOT AWARE OF THE REQUIREMENTS TO COMPLETE FORM 1098-C AND PROVIDE A COPY TO THE DONOR FOR DONATIONS OF CARS, BOATS AND AIRPLANES WITH A FMV OF MORE THAN $500. HOWEVER, THEY ARE NOW AWARE OF THIS REQUIREMENT AND WILL FILL OUT FORM 1098-C FOR THE YEAR ENDING 12/31/10 AND FORWARD. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE COMPLETED RETURN IS REVIEWED AND APPROVED BY MEMBERS OF GOODWILL'S EXECUTIVE MANAGEMENT TEAM WHICH INCLUDES THE CHIEF EXECUTIVE OFFICER ("CEO"). AFTER THE EXECUTIVE MANAGEMENT TEAM'S APPROVAL, IT IS THEN DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE CHAIR AND BOARD CHAIR FOR REVIEW. THE 990 IS DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE AND ELECTRONICALLY TRANSMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSTED ON GOODWILL BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. THE BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO UPDATE ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF GOVERNING BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT A A CONFLICT OF INTEREST EXISTS, THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A GOODWILL INDUSTRIES OF NEW MEXICO HAS A WRITTEN EXECUTIVE COMPENSATION POLICY. THE POLICY HAS BEEN IN EFFECT FOR THE PAST FIVE YEARS. IT REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, EXECUTIVE PERFORMANCE EVALUATION AND ONLINE NON-PROFIT EXECUTIVE COMPENSATION SURVEYS IN DETERMINING COMPENSATION. GOODWILL HAS A CORPORATE COMPLIANCE LIASON THAT IS DESIGNED TO REPORT FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS. UNDER THE AFOREMENTIONED POLICY, THE CEO COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AND EXECUTIVE PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. THIS PROCESS WAS LAST UNDERTAKEN IN 2008. THE FORMER CEO WAS NEVER GIVEN A COMPENSATION REVIEW DUE TO THE LENGTH OF TIME THAT HE WAS IN THE POSITION. THE CURRENT CEO HAS NOT BEEN IN THE POSITION LONG ENOUGH TO RECEIVE A COMPENSATION REVIEW AS OF 12/31/10. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE THROUGH ITS WEBSITE AT WWW.GOODWILLNM.ORG. FORM 990 AND FORM 1023 ARE AVAILABLE UPON REQUEST AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. 990; PART IX, LINE 26 GOODWILL INDUSTRIES OF NEW MEXICO FOLLOWS SOP 98-2; HOWEVER, IN THE CURRENT YEAR THERE WERE NO JOINT COSTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 42,929. PRIOR PERIOD ADJUSTMENTS: -196. TOTAL TO FORM 990, PART XI, LINE 5: 42,733. PART VIII & SCHEDULE M GOODWILL RECEIVES NON-CASH DONATIONS FROM THE GENERAL PUBLIC TO SELL TO THE GENERAL PUBLIC. THE VALUE OF THESE NON-CASH CONTRIBUTIONS HAS BEEN INCLUDED ON SCHEDULE M TO PROVIDE APPROPRIATE TRANSPARENCY OF THE REVENUE RECEIVED. HOWEVER, NO NON-CASH CONTRIBUTIONS ARE BEING REPORTED ON PART VIII, STATEMENT OF REVENUE, BECAUSE GOODWILL BELIEVES THAT THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONTATED ITEMS TO FUFILL THEIR MISSION OF PROVIDING SKILL DEVELOPMENT, WORK OPPORTUNITES AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AS PROGRAM SERVICE REVENUE ON PART VIII, STATEMENT OF REVENUE.