Skip to content
Nonprofiteer
← GOODWILL RETAIL SERVICES INC

Form 990 for tax year 2024

Filed by GOODWILL RETAIL SERVICES INC.

Totals

Total revenue
$203,490,270
Total expenses
$205,775,966
Contributions and grants received
$156,716,569
Grants paid
$19,503,072
Program service revenue
$0
Investment income
$16,527
Other revenue
$46,757,174
Total assets, end of year
$154,085,956
Total liabilities, end of year
$111,890,464
Net assets or fund balances, end of year
$42,195,492
Program services expenses (Part IX)
$19,503,072
Management and general expenses
$186,272,894
Fundraising expenses
$0
Program service expenses (Part III)
$19,503,072

Program services were 9.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THOMAS RICHTMAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT KLUG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • THOMAS SAVAGE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TIMOTHY MATTKE

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JACQUELINE BOWLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACQUELINE HALLBERG

    PRESIDENT & CEO

    Total calculated
    $908,671
    From this org
    $0
    From related orgs
    $763,299
    Other
    $145,372
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,772 related
    Bonus
    $0
    Other
    $0 + $172,527 related
    Deferred
    $0 + $135,808 related
    Nontaxable benefits
    $0 + $9,564 related
    Filer's total
    $0 + $908,671 related

  • JEFFREY DOCALAVICH

    ASST. TREASURER

    Total calculated
    $590,599
    From this org
    $0
    From related orgs
    $483,892
    Other
    $106,707
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,410 related
    Bonus
    $0
    Other
    $0 + $100,482 related
    Deferred
    $0 + $89,614 related
    Nontaxable benefits
    $0 + $17,093 related
    Filer's total
    $0 + $590,599 related

  • BASIL BUCHKO

    ASST. SECRETARY - THRU 12/24

    Total calculated
    $395,025
    From this org
    $0
    From related orgs
    $343,935
    Other
    $51,090
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,215 related
    Bonus
    $0
    Other
    $0 + $81,720 related
    Deferred
    $0 + $26,850 related
    Nontaxable benefits
    $0 + $24,240 related
    Filer's total
    $0 + $395,025 related

  • SCOTT DEXTER

    CHIEF RETAIL OFFICER

    Total calculated
    $514,707
    From this org
    $448,136
    From related orgs
    $0
    Other
    $66,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,613
    Bonus
    $0
    Other
    $128,523
    Deferred
    $41,010
    Nontaxable benefits
    $25,561
    Filer's total
    $514,707

  • DAN MICHAEL

    VICE PRESIDENT

    Total calculated
    $369,322
    From this org
    $312,612
    From related orgs
    $0
    Other
    $56,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,885
    Bonus
    $0
    Other
    $66,727
    Deferred
    $32,821
    Nontaxable benefits
    $23,889
    Filer's total
    $369,322

  • JASON BURNS

    VICE PRESIDENT

    Total calculated
    $348,228
    From this org
    $314,634
    From related orgs
    $0
    Other
    $33,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,731
    Bonus
    $0
    Other
    $80,903
    Deferred
    $31,528
    Nontaxable benefits
    $2,066
    Filer's total
    $348,228

  • SHAWN MCCOURT

    VICE PRESIDENT

    Total calculated
    $324,620
    From this org
    $275,286
    From related orgs
    $0
    Other
    $49,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,412
    Bonus
    $0
    Other
    $78,874
    Deferred
    $29,205
    Nontaxable benefits
    $20,129
    Filer's total
    $324,620

  • JAMES TIPTON

    DIRECTOR

    Total calculated
    $203,230
    From this org
    $164,207
    From related orgs
    $0
    Other
    $39,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,931
    Bonus
    $0
    Other
    $24,276
    Deferred
    $15,585
    Nontaxable benefits
    $23,438
    Filer's total
    $203,230

  • ROBERT LICHTFUSS

    DIRECTOR

    Total calculated
    $173,669
    From this org
    $142,848
    From related orgs
    $0
    Other
    $30,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,384
    Bonus
    $0
    Other
    $20,464
    Deferred
    $14,062
    Nontaxable benefits
    $16,759
    Filer's total
    $173,669

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

  • 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

  • 4a · Severance or change-of-control payment
  • 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 3:
COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024.
PART 1, 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 2024 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $108,958 JEFFREY DOCALAVICH - $62,764 SCOTT DEXTER - $14,160 DAN MICHAEL - $8,646 JASON BURNS - $8,786 SHAWN MCCOURT - $7,724 JAMES TIPTON - $2,769 ROBERT LICHTFUSS - $2,595
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 AND A MISSION-RELATED GOAL. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCE 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.

Provenance

Return type
form_990
Tax year
2024
Filed
23 June 2025
IRS schema version
2024v5.2
Source object
202501749349300975

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.