2026-05-14T12:29:14-05:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 237148440 GOODWILL LEGACY GROUP FOUNDATION INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 MATTHEW FORTNEY SR. VP ADMINISTRATION & CFO 3175244313 2026-05-14 1 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2026-05-14 2024 2025-03-06 01:10:19Z X MATTHEW FORTNEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 25246805 0 X WWW.GOODWILLLEGACYGROUP.ORG X 1971 IN THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL LEGACY GROUP (GLG) AND GOODWILL EDUCATION INITIATIVES, INC. (GEI), TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GLG'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. 41 41 0 41 65912 57071 2387040 8181173 0 0 1422988 4979120 0 0 3810028 13160293 3318219 14017471 0 0 294322 400573 0 0 800669 495151 1276045 4107692 15694089 -297664 -2533796 73022513 72899823 2762644 2434681 70259869 70465142 X THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL LEGACY GROUP (GLG), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GOODWILL OF PUERTO RICO (GPR) TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GLG'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. 0 0 14210300 14017471 GOODWILL LEGACY GROUP (GLG) AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. (GWCS), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GOODWILL OF PUERTO RICO (GPR) TOGETHER WITH GOODWILL LEGACY GROUP FOUNDATION (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS (GOODWILL) ARE INDIANA NON-PROFIT ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL AND SOUTHERN INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA).-CONTINUED ON SCHEDULE O- 14210300 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X MATTHEW FORTNEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 LILY SMITH CHAIR 1.00 0.00 X X 0 0 0 MEGAN SAVAGE VICE-CHAIR 1.00 0.00 X X 0 0 0 SONIA CHEN ARNOLD DIRECTOR 1.00 0.00 X 0 0 0 RHONDA BESSERT DIRECTOR 1.00 0.00 X 0 0 0 CHRIS BEAN DIRECTOR 1.00 0.00 X 0 0 0 TAG BIRGE DIRECTOR 1.00 0.00 X 0 0 0 CRAIG CALDWELL DIRECTOR 1.00 0.00 X 0 0 0 MATT B CARTER DIRECTOR 1.00 0.00 X 0 0 0 KEITH FALLER DIRECTOR 1.00 0.00 X 0 0 0 GWEN A FOUNTAIN PHD DIRECTOR 1.00 0.00 X 0 0 0 KAREN GLASER DIRECTOR 1.00 0.00 X 0 0 0 DAWN GRIFFIN DIRECTOR 1.00 0.00 X 0 0 0 C PERRY GRIFFITH III DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HERZOG DIRECTOR 1.00 0.00 X 0 0 0 SANDY HEGE DIRECTOR 1.00 0.00 X 0 0 0 JOHN F HIRSCHMAN DIRECTOR 1.00 0.00 X 0 0 0 MARK HOFFMIRE DIRECTOR 1.00 0.00 X 0 0 0 WENDY HORN DIRECTOR 1.00 0.00 X 0 0 0 MATT HOWARD DIRECTOR 1.00 0.00 X 0 0 0 KELLEY JACOBSEN DIRECTOR 1.00 0.00 X 0 0 0 WENDY LARMAN DIRECTOR 1.00 0.00 X 0 0 0 VIVIAN LIECHTY DIRECTOR 1.00 0.00 X 0 0 0 JULIE MANNING MAGID DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA MARTIN DIRECTOR 1.00 0.00 X 0 0 0 ROB MARTINSON DIRECTOR 1.00 0.00 X 0 0 0 GREG MAURER DIRECTOR 1.00 0.00 X 0 0 0 ANDREW MORRIS DIRECTOR 1.00 0.00 X 0 0 0 ANDREA NEELY DIRECTOR 1.00 0.00 X 0 0 0 DEWAND NEELY DIRECTOR 1.00 0.00 X 0 0 0 SHIV O'NEILL DIRECTOR 1.00 0.00 X 0 0 0 STEVEN C ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 ANNE SHANE DIRECTOR 1.00 0.00 X 0 0 0 JASON SPILBELER DIRECTOR 1.00 0.00 X 0 0 0 TONY SNIDER DIRECTOR 1.00 0.00 X 0 0 0 NICK STEPHENSON DIRECTOR 1.00 0.00 X 0 0 0 ERIC STOLBERG DIRECTOR 1.00 0.00 X 0 0 0 ABBY VANDERHEYDEN-PRESLEY DIRECTOR 1.00 0.00 X 0 0 0 JON WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 W MICHAEL WELLS DIRECTOR 1.00 0.00 X 0 0 0 DREW WHITE DIRECTOR 1.00 0.00 X 0 0 0 WILL ZINK DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA CASTANEDA DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 CHRIS COCKERHAM DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 ELIZABETH HILBRICH DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 KENT KRAMER PRESIDENT & CEO 1.00 43.00 X 0 744553 42067 MATTHEW FORTNEY SECRETARY & TREASURER 1.00 43.00 X 0 319362 25045 RACHEL EBLE SENIOR VICE PRESIDENT, CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 0 240888 31975 0 1304803 99087 0 0 1 0 0 1212145 6969028 8181173 2962935 65912 2897023 14102697 12086512 2016185 2016185 2016185 13160293 0 65912 4913208 14017471 14017471 365207 365207 35366 35366 192829 192829 255141 255141 936 936 FUNDRAISING 765184 765184 INCOME TAX EXPENSE 26470 26470 35485 35485 15694089 14210300 683120 800669 414732 1039435 3739157 1468892 1057760 846105 2950209 0 2950209 60622278 61814950 7188586 4780232 73022513 72899823 187 46057 2762457 2388624 2762644 2434681 X 51191499 57125489 19068370 13339653 70259869 70465142 73022513 72899823 -2533796 2739069 0 X 0 1 X 1 0 X 22142605 6028751 5708411 2387040 8181173 44447980 22142605 6028751 5708411 2387040 8181173 44447980 44447980 3956401 1308526 1602616 879502 2962935 10709980 55157960 0.80580 0.80470 X SCHEDULE A, PART II: ONE OF THE PREVIOUS FIVE YEARS COVERED ON THIS SCHEDULE WAS A SHORT YEAR (1/1-6/30/2024). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2950209 2950209 2950209 BLACKROCK INVESTMENT FUND 147131 C NORTHGATE INVESTMENT FUND 18697 C STEPSTONE 2359715 C AETHER REAL ASSETS 703075 C GREENBACKER INVESTMENT 652405 C PRINCIPAL DATA CENTER 899209 C 4780232 RELATED PARTY PAYABLES 1388624 CONDITIONAL ADVANCES RECEIVED 500000 LONG-TERM REFUNDABLE ADVANCE 500000 2388624 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATIONS AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATIONS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATIONS AND HAS CONCLUDED THAT AS OF JUNE 28, 2025 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 200749885 501C3 2725547 0 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE GOODWILL LEGACY GROUP 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501C3 9127880 0 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE UNITED WAY OF CENTRAL INDIANA INC 2955 N MERIDIAN ST STE 300 INDIANAPOLIS IN 46208 351007590 501C3 342503 0 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE 3 PART I, LINE 2: THE ORGANIZATION IS A RELATED ORGANIZATION OF GOODWILL LEGACY GROUP AND SUBSIDIARIES ("GOODWILL"). ALL GRANTS ARE MADE TO SUPPORT GOODWILL AND ITS PRIMARY EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 KENT KRAMER PRESIDENT & CEO 0 489037 0 240438 0 15078 0 20674 0 21393 0 786620 0 0 MATTHEW FORTNEY SECRETARY & TREASURER 0 264612 0 53392 0 1358 0 7374 0 17671 0 344407 0 0 RACHEL EBLE SENIOR VICE PRESIDENT, CHIEF PHILANT 0 183640 0 56070 0 1178 0 13836 0 18139 0 272863 0 0 PART I, LINE 3 THE FOLLOWING METHODS ARE USED BY GOODWILL LEGACY GROUP, INC., A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ERIC STOLBERG ENTITY MORE THAN 35% OWNED BY BOARD MEMBERR 281876 RENTAL OF PROPERTY - SEE PART VI 0 DREW WHITE ENTITY MORE THAN 35% OWNED BY BOARD MEMBER 388722 INDEPENDENT CONTRACTOR ARRANGEMENT 0 FORM 990, PART III, LINE 4A, CONTINUED: GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. GLG OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GLG'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 73 THRIFT STORES AND FOUR WAREHOUSE OUTLET CENTERS. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE AND HIGH-VALUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS 3,824 INDIVIDUALS, MORE THAN 67% OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GLG'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GLG'S COMMERCIAL SERVICES (CS) OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 430 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GLG'S MISSION ADVANCEMENT (MA) OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S LOW-WAGE WORKERS, PROGRAM PARTICIPANTS, AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GOODWILL LEGACY GROUP ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GLG'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER EMPLOYERS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP MORE THAN 61% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 4,900 EMPLOYEES IN 2025. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS FOR THE NEARLY 14% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. GLG IS OPERATED UNDER COMMON MANAGEMENT WITH GLG'S COMMERCIAL SERVICES OPERATIONS AND PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING BLIND OR SIGNIFICANTLY DISABLED INDIVIDUALS WITH SIGNIFICANT DISABILITIES. AT YEAR END 2025, GWCS OPERATED 10 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN CENTRAL AND SOUTHERN INDIANA AND EMPLOYED APPROXIMATELY 118 PEOPLE WITH SIGNIFICANT DISABILITIES. GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL LEGACY GROUP (GLG), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. TWO EXCEL CENTERS OCCUPY SPACE OWNED BY GLG, ONE EXCELS CENTER OCCUPIES SPACE OWNED BY GEI, AND THE OTHER EXCEL CENTERS LEASE SPACE FROM THIRD PARTIES. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY &SECURITY, INFORMATION TECHNOLOGY, FACILITIES, AND MARKETING. THE EXCEL CENTERS OPERATED IN 18 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2024-2025. THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS. SINCE INCEPTION, MORE THAN 900 STUDENTS HAVE GRADUATED FROM THE MET, AND 64% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION. THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 AND COMPLETED IT'S FIFTEENTH YEAR OF OPERATIONS ON JUNE 30, 2025. DUE TO THE HIGH DEMAND FOR IT'S SERVICES, THE EXCEL CENTER HAS EXPANDED TO 18 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,900 STUDENTS. SINCE INCEPTION, OVER 9,500 STUDENTS HAVE GRADUATED FROM CENTRAL AND SOUTHERN INDIANA EXCEL CENTERS. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL. EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS. IN 2025, GOODWILL LEGACY GROUP FOUNDATION MADE GRANTS TO GLG AND GEI FOR THE FOLLOWING PURPOSES: GLG: -SUPPORT FOR GLG'S MISSION ADVANCEMENT OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -IMPLEMENTATION OF A NEW E-COMMERCE MODEL IN ORDER TO GROW AND ENHANCE GLG'S ONLINE RETAIL SALES. -STARTUP SUPPORT FOR A NEW MEDICAL DEVICE MANUFACTURING FACILITY THAT WILL EMPLOY UP TO 100 PEOPLE FROM A LOW-INCOME NEIGHBORHOOD IN INDIANAPOLIS. -SUPPORT FOR WORK FOCUSED ON CONNECTING MISSION AND EDUCATION PROGRAMS TO THE FUTURE OF WORK AS DEFINED BY EMPLOYERS WITH HIGH DEMAND JOBS. GEI: -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION. -FUNDING PROVIDED TO SUPPORT MENTAL HEALTH SERVICES. FORM 990, PART VI, SECTION A, LINE 1A SUCH COMMITTEES SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY AS THE BOARD OF DIRECTORS SHALL FROM TIME TO TIME DETERMINE BY RESOLUTION; PROVIDED, HOWEVER, A COMMITTEE MAY NOT AUTHORIZE DISTRIBUTIONS, FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON A COMMITTEE OR ADOPT, AMEND OR REPEAL THESE BYLAWS. FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS LEGAL NAME FROM GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. TO GOODWILL LEGACY GROUP FOUNDATION, INC. THIS AMENDMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND FILED WITH THE APPROPRIATE STATE AUTHORITY ON APRIL 22, 2026. THE NAME CHANGE DID NOT RESULT IN ANY MODIFICATION TO THE ORGANIZATION'S MISSION, PURPOSES, OR OPERATIONAL STRUCTURE. ASIDE FROM THE NAME CHANGE, NO SUBSTANTIVE CHANGES WERE MADE TO THE ORGANIZATION'S GOVERNING PROVISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE POLICY REQUIRES INDIVIDUALS TO DISCLOSE ANNUALLY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AS WELL AS TO UPDATE SUCH DISCLOSURES THROUGHOUT THE YEAR AS CIRCUMSTANCES CHANGE. WHEN A POTENTIAL CONFLICT ARISES, THE INTERESTED INDIVIDUAL MUST DISCLOSE ALL MATERIAL FACTS AND REFRAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON THE MATTER. THE REMAINING DISINTERESTED MEMBERS OF THE GOVERNING BODY DETERMINE WHETHER A CONFLICT EXISTS AND, IF SO, WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTERESTS OF THE ORGANIZATION. THE ORGANIZATION DOCUMENTS COMPLIANCE WITH THE POLICY IN THE MINUTES OF MEETINGS AND MAINTAINS RECORDS OF ALL DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF GOODWILL LEGACY GROUP (GLG) HAS ESTABLISHED A COMPENSATION COMMITTEE WITH THE RESPONSIBILITY OF ESTABLISHING THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (PRESIDENT) OF GLG, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GLG ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF SECTIONS 501(C)(3) AND 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GLG OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GLG, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GLG, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GLG. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GLG. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND/OR COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR, CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION, IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN, AND IN REVIEWING RETROACTIVELY THE AMOUNTS DETERMINED BY APPLICATION OF ANY INCENTIVE FORMULA. THE PURPOSE OF SUCH RETROACTIVE REVIEW IS TO ENSURE THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN OR FORMULA THAT, WHEN AGGREGATED WITH BASIC SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. GLG'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GLG AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., GOODWILL OF PUERTO RICO, AND GOODWILL LEGACY GROUP FOUNDATION. ONE MEMBER OF THE EXECUTIVE TEAM IS A GEI EMPLOYEE. THE REMAINDER OF THE EXECUTIVE TEAM (10 MEMBERS) ARE COMPENSATED ONLY BY GOODWILL LEGACY GROUP, AND TAKE NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ITS FINANCIAL STATEMENTS AND 990S ARE ALSO AVAILABLE ON ITS WEBSITE, WWW.GOODWILLINDY.ORG. GOODWILL LEGACY GROUP INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 EMPLOYMENT & EDUCATION SERVICES FOR DISABLED & DISADVANTAGED YOUTH & ADULTS IN 501(C)(3) LINE 7 N/A 0 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 200749885 PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH & ADULTS IN 501(C)(3) LINE 2 GOODWILL LEGACY GROUP INC 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)(3) LINE 12A, I GOODWILL LEGACY GROUP INC 0 GOODWILL DE PUERTO RICO INC AGUSTIN STAHL CARR 174 A-10 BAYAMON PR 00956 661047098 EMPLOYMENT & EDUCATION SERVICES FOR DISABLED & DISADVANTAGED YOUTH & ADULTS PR 501(C)(3) LINE 10 GOODWILL LEGACY GROUP INC 0 THRIVE1635 SUPPORT CORPORATION INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 333414337 PERFORM THE FUNCTIONS OF GLG INCLUDING REAL ESTATE ACTIVITIES AND FINANCING IN 501(C)(3) LINE 12A, I GOODWILL LEGACY GROUP INC 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0