Totals
- Total revenue
- $3,008,430
- Total expenses
- $7,331,295
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $6,858,910
- Management and general expenses
- $472,385
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,858,910
Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROBERT KLUG
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MICHELLE GREENE
DIR. VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
TIMOTHY MATTKE
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
THOMAS SAVAGE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
IKE UMUNNAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JACQUELINE HALLBERG
PRESIDENT & CEO
- Total calculated
- $908,671
- From this org
- $0
- From related orgs
- $763,299
- Other
- $145,372
- Hours/week
- 2 + 50 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
- 2 + 50 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
- 2 + 50 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
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
Answered no
- 4a · Severance or change-of-control payment
- 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
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 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 2024 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $108,958 JEFFREY DOCALAVICH - $62,764
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.
-
501(C)(3) · SUPPORTING · WI
Directly controlled by GOODWILL SE WI
-
GOODWILL INDUSTRIES OF METRO CHICAGO INC
501(C)(3) · HUMAN SERVICE · IL
Directly controlled by GOODWILL SE WI
-
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC
501(C)(3) · HUMAN SERVICE · WI
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 June 2025
- IRS schema version
- 2024v5.2
- Source object
- 202531749349301173
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