Skip to content
Nonprofiteer
← GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC

Form 990 for tax year 2024

Filed by GOODWILL INDUSTRIES OF SOUTHERN ARIZONA INC.

Totals

Total revenue
$45,557,103
Total expenses
$43,559,220
Contributions and grants received
$42,545,097
Grants paid
$192,752
Program service revenue
$0
Investment income
$538,296
Other revenue
$2,473,710
Total assets, end of year
$61,357,744
Total liabilities, end of year
$35,820,503
Net assets or fund balances, end of year
$25,537,241
Program services expenses (Part IX)
$38,958,254
Management and general expenses
$4,600,966
Fundraising expenses
$0
Program service expenses (Part III)
$38,958,254

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,247,980

  • 1f · All other contributions, gifts and grants

    $40,297,117

  • 1g · Noncash contributions included above

    $39,341,287

  • 3 · Investment income

    total $531,035 · excluded $531,035

  • 7a · Gross sales of assets other than inventory

    securities $4,714 · other assets $19,000

  • 7b · Less cost or other basis and sales expenses

    securities $3,971 · other assets $12,482

  • 7c · Gain or loss

    securities $743 · other assets $6,518

  • 7d · Net gain or loss

    total $7,261 · excluded $7,261

  • 10a · Gross sales of inventory

    $44,190,863

  • 10b · Cost of goods sold

    $41,749,009

  • 10c · Net income from sales of inventory

    total $2,441,854 · related or exempt $2,441,854

  • 11a · Other revenue: Miscellaneous

    total $31,856 · related or exempt $31,856

  • 11e · Other revenue, total

    $31,856

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $192,752 · program services $192,752

  • 5 · Compensation of officers, directors and key employees

    total $1,322,229 · program services $215,820 · management and general $1,106,409

  • 7 · Other salaries and wages

    total $21,537,591 · program services $19,938,360 · management and general $1,599,231

  • 8 · Pension plan contributions

    total $362,585 · program services $320,592 · management and general $41,993

  • 9 · Other employee benefits

    total $1,108,397 · program services $911,044 · management and general $197,353

  • 10 · Payroll taxes

    total $1,917,321 · program services $1,680,119 · management and general $237,202

  • 11b · Fees: legal

    total $10,064 · program services $6,381 · management and general $3,683

  • 11c · Fees: accounting

    total $85,725 · management and general $85,725

  • 11f · Fees: investment management

    total $1,334 · program services $1,163 · management and general $171

  • 11g · Fees: other

    total $520,882 · program services $389,682 · management and general $131,200

  • 12 · Advertising and promotion

    total $312,381 · program services $64,745 · management and general $247,636

  • 13 · Office expenses

    total $3,464,784 · program services $3,181,671 · management and general $283,113

  • 14 · Information technology

    total $385,003 · program services $241,242 · management and general $143,761

  • 16 · Occupancy

    total $9,060,760 · program services $9,020,486 · management and general $40,274

  • 17 · Travel

    total $900,906 · program services $809,590 · management and general $91,316

  • 20 · Interest

    total $295,831 · program services $295,831

  • 21 · Payments to affiliates

    total $200,988 · program services $4,585 · management and general $196,403

  • 22 · Depreciation, depletion and amortization

    total $1,559,153 · program services $1,482,587 · management and general $76,566

  • 24a · Other expenses: Other Expenses

    total $320,534 · program services $201,604 · management and general $118,930

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,847,301 · end of year $7,204,124

  • 2 · Savings and temporary cash investments

    beginning of year $9,874,623 · end of year $6,975,439

  • 3 · Pledges and grants receivable

    beginning of year $523,483 · end of year $458,814

  • 4 · Accounts receivable

    beginning of year $284,499 · end of year $287,566

  • 8 · Inventories for sale or use

    beginning of year $1,952,653 · end of year $1,883,939

  • 9 · Prepaid expenses and deferred charges

    beginning of year $554,193 · end of year $910,773

  • 10a · Land, buildings and equipment: cost or other basis

    $30,689,845

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,026,511

  • 10c · Land, buildings and equipment, net

    beginning of year $17,087,797 · end of year $17,663,334

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $3,394,591

  • 12 · Investments: other securities

    beginning of year $93,805 · end of year $97,911

  • 15 · Other assets

    beginning of year $21,876,414 · end of year $22,481,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,396,080 · end of year $3,217,200

  • 19 · Deferred revenue

    beginning of year $133,992 · end of year $154,369

  • 23 · Secured mortgages and notes payable

    beginning of year $9,401,313 · end of year $8,999,503

  • 25 · Other liabilities

    beginning of year $22,667,626 · end of year $23,449,431

  • 27 · Net assets without donor restrictions

    beginning of year $23,411,199 · end of year $25,510,651

  • 28 · Net assets with donor restrictions

    beginning of year $84,558 · end of year $26,590

Mission and programs · 2024

Mission

Goodwill Industries of Southern Arizona works toward ensuring that all people have the opportunity to reach their potential and contribute to our community. Through quality, evidence-based, workforce development programs; Goodwill Industries of Southern (continued at Schedule O) Arizona served 11,502 people last year. Those served include low-income, at-risk, and adjudicated youth; veterans; young adult ex-offenders; and low-income, unemployed, and underemployed adults. 47% of the workforce development program costs were funded with revenue self-generated by our Goodwill retail sales and 53% were served through grants and funding assistance from federal grants, the State of Arizona Division of Developmental Disabilities, the Pima County Arizona@Work system, the City of Tucson-Economic & Workforce Development, the United Way of Southern Arizona, and other donors and community partners.

Activities or mission (Part I)

GISA provides jobs and training for people to gain skills and achieve independence.

  • Goodwill Industries of Southern Arizona, Inc. operates 18 thrift stores, two outlets, e-commerce sales, and a salvage operation in Southern Arizona. Goodwill's retail program gave back to the community by providing over 550 full-time jobs with benefits at these retail locations. $24,351,089 was earned in wages and benefits by Goodwill employees, supporting the local economy. 2,054,881 customers benefitted from low-cost purchases in our stores. 648,081 donors provided donated material goods. 38,884,860 pounds of goods were recycled and diverted from landfills.

    Expenses $33,312,678 · Revenue $2,473,710

  • See Schedule O.

    Expenses $5,645,576 · Grants $192,752

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Vance Falbaum

    Member

    Total calculated
    $0
    Hours/week
    1

  • Cedar Stagner Kile

    Member

    Total calculated
    $0
    Hours/week
    1

  • Julie Nielsen

    Member

    Total calculated
    $0
    Hours/week
    1

  • Rita Stubbs

    Member

    Total calculated
    $0
    Hours/week
    1

  • James Wertheimer

    Member

    Total calculated
    $0
    Hours/week
    1

  • Jim Zarling

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ron Robinette

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Linda Matson

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1

  • Dan Talerico

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Vivian Egbert

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Gulick

    Co-President/CEO

    Total calculated
    $428,406
    From this org
    $407,624
    From related orgs
    $0
    Other
    $20,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,573
    Bonus
    $119,877
    Other
    $2,174
    Deferred
    $12,028
    Nontaxable benefits
    $8,754
    Filer's total
    $428,406

  • Lisa Allen

    Co-President/CEO

    Total calculated
    $424,517
    From this org
    $408,762
    From related orgs
    $0
    Other
    $15,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,573
    Bonus
    $119,877
    Other
    $3,312
    Deferred
    $6,962
    Nontaxable benefits
    $8,793
    Filer's total
    $424,517

  • Klaudia Brace

    CFO

    Total calculated
    $250,104
    From this org
    $239,197
    From related orgs
    $0
    Other
    $10,907
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,748
    Bonus
    $39,449
    Other
    $0
    Deferred
    $9,601
    Nontaxable benefits
    $1,306
    Filer's total
    $250,104

  • Erich Schmidt

    Executive VP, Operations

    Total calculated
    $231,284
    From this org
    $201,432
    From related orgs
    $0
    Other
    $29,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,044
    Bonus
    $33,421
    Other
    $1,967
    Deferred
    $8,598
    Nontaxable benefits
    $21,254
    Filer's total
    $231,284

  • Kevin Cunningham

    VP, Retail

    Total calculated
    $191,984
    From this org
    $179,588
    From related orgs
    $0
    Other
    $12,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,986
    Bonus
    $29,541
    Other
    $1,061
    Deferred
    $7,116
    Nontaxable benefits
    $5,280
    Filer's total
    $191,984

  • Warren Young

    Chief Information Officer

    Total calculated
    $208,304
    From this org
    $192,003
    From related orgs
    $0
    Other
    $16,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,838
    Bonus
    $33,165
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,301
    Filer's total
    $208,304

  • James Burke

    Director, Safety

    Total calculated
    $152,324
    From this org
    $139,859
    From related orgs
    $0
    Other
    $12,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,788
    Bonus
    $18,071
    Other
    $0
    Deferred
    $4,893
    Nontaxable benefits
    $7,572
    Filer's total
    $152,324

  • Lance Meeks

    VP, Community Engagement

    Total calculated
    $153,889
    From this org
    $142,893
    From related orgs
    $0
    Other
    $10,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,293
    Bonus
    $15,600
    Other
    $0
    Deferred
    $5,716
    Nontaxable benefits
    $5,280
    Filer's total
    $153,889

  • Matthew Flores

    Director, Marketing

    Total calculated
    $145,823
    From this org
    $132,590
    From related orgs
    $0
    Other
    $13,233
    Hours/week
    40

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations 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.

  • GIT Inc

    501(c)(3) · Charitable · AZ · controlled entity

    Directly controlled by Goodwill Industries of Southern Arizona Inc

Provenance

Return type
form_990
Tax year
2024
Filed
23 January 2026
IRS schema version
2024v5.5
Source object
202600279349301905

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.