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Nonprofiteer
← GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC

Form 990 for tax year 2025

Filed by GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC.

Totals

Total revenue
$127,441,752
Total expenses
$112,759,568
Contributions and grants received
$36,082,197
Grants paid
$517,614
Program service revenue
$88,104,481
Investment income
$3,113,801
Other revenue
$141,273
Total assets, end of year
$247,721,056
Total liabilities, end of year
$52,877,513
Net assets or fund balances, end of year
$194,843,543
Program services expenses (Part IX)
$100,543,859
Management and general expenses
$11,789,632
Fundraising expenses
$426,077
Program service expenses (Part III)
$100,543,859

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • IRENE SUDAC

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAVID MARCUS

    DIR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ROBERT KLUG

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • THOMAS SAVAGE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ROB BIRSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES BORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • STEVEN BAUMGARTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE BOWLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LAURA GOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JESUS GONZALEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE GREENE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LISA MERCHANT-HARRELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRADLEY KALSCHAEUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY MATTKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • RICHARD MEEUSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHEILA SHAFFIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • IKE UMUNNAH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CARL VANDER WILT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MARILYN VOLLRATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JACQUELINE HALLBERG

    PRESIDENT & CEO

    Total calculated
    $1,250,045
    From this org
    $849,830
    From related orgs
    $0
    Other
    $400,215
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $586,537
    Bonus
    $108,958
    Other
    $154,335
    Deferred
    $390,108
    Nontaxable benefits
    $10,107
    Filer's total
    $1,250,045

  • JEFFREY DOCALAVICH

    CFO/ASSISTANT TREASURER

    Total calculated
    $777,870
    From this org
    $525,572
    From related orgs
    $0
    Other
    $252,298
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $389,805
    Bonus
    $62,764
    Other
    $73,003
    Deferred
    $238,281
    Nontaxable benefits
    $14,017
    Filer's total
    $777,870

  • CLAYTON PRYOR

    CHIEF MISSION OFFICER

    Total calculated
    $512,703
    From this org
    $366,469
    From related orgs
    $0
    Other
    $146,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,909
    Bonus
    $69,019
    Other
    $14,541
    Deferred
    $136,181
    Nontaxable benefits
    $10,053
    Filer's total
    $512,703

  • KENT WALTERS

    SVP GW GREAT LAKES

    Total calculated
    $514,704
    From this org
    $351,854
    From related orgs
    $0
    Other
    $162,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,158
    Bonus
    $73,592
    Other
    $14,104
    Deferred
    $140,933
    Nontaxable benefits
    $21,917
    Filer's total
    $514,704

  • ELIZABETH MCNALLY

    VP STRATEGIC PLANNING COS

    Total calculated
    $501,624
    From this org
    $350,740
    From related orgs
    $0
    Other
    $150,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,203
    Bonus
    $32,759
    Other
    $80,778
    Deferred
    $140,933
    Nontaxable benefits
    $9,951
    Filer's total
    $501,624

  • NATHAN CASEY

    SR VICE PRESIDENT MARKETING

    Total calculated
    $397,398
    From this org
    $262,543
    From related orgs
    $0
    Other
    $134,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,231
    Bonus
    $20,000
    Other
    $1,312
    Deferred
    $113,683
    Nontaxable benefits
    $21,172
    Filer's total
    $397,398

  • SHAMIRAN CHALABI

    VICE PRESIDENT FINANCE

    Total calculated
    $446,565
    From this org
    $292,700
    From related orgs
    $0
    Other
    $153,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,078
    Bonus
    $37,583
    Other
    $21,039
    Deferred
    $143,475
    Nontaxable benefits
    $10,390
    Filer's total
    $446,565

  • BASIL BUCHKO

    FORMER ASSISTANT SECRETARY

    Total calculated
    $170,000
    From this org
    $170,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $170,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $170,000

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A:
SEVERANCE PAYMENT THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). BASIL BUCHKO $170,000
PART I, LINE 4B:
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2025 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $14,222 KENT WALTERS - $6,750 ELIZABETH MCNALLY - $23,500
PART I, LINES 5A - B AND 6A - B:
LEADERSHIP INCENTIVE PLAN GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO MOTIVATE EXECUTIVES TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE THE FINANCIAL SECURITY AND STABILITY OF THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2025
Filed
22 June 2026
IRS schema version
2025v4.2
Source object
202631769349300603

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