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Nonprofiteer
← GOODWILL EASTER SEALS MIAMI VALLEY

Form 990 for tax year 2023

Filed by GOODWILL EASTER SEALS MIAMI VALLEY.

Totals

Total revenue
$102,156,236
Total expenses
$100,652,877
Contributions and grants received
$47,842,342
Grants paid
$350,605
Program service revenue
$52,949,419
Investment income
$376,890
Other revenue
$987,585
Total assets, end of year
$103,762,908
Total liabilities, end of year
$28,101,508
Net assets or fund balances, end of year
$75,661,400
Program services expenses (Part IX)
$92,726,908
Management and general expenses
$7,565,747
Fundraising expenses
$360,222
Program service expenses (Part III)
$92,726,908

Program services were 92.1% 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.

  • 1a · Federated campaigns

    $39,656,569

  • 1e · Government grants (contributions)

    $4,894,369

  • 1f · All other contributions, gifts and grants

    $3,291,404

  • 1g · Noncash contributions included above

    $39,624,148

  • 2a · Program service revenue: THRIFT STORE SALES

    total $39,486,495 · excluded $39,486,495

  • 2b · Program service revenue: GOVERNMENT CONTRACTS

    total $4,674,753 · related or exempt $4,674,753

  • 2c · Program service revenue: MRDD SERVICES

    total $3,904,576 · related or exempt $3,904,576

  • 2d · Program service revenue: WORKSHOP SERVICES

    total $1,784,461 · related or exempt $1,784,461

  • 2e · Program service revenue: VOCATIONAL REHABILITATION

    total $1,654,304 · related or exempt $1,654,304

  • 2f · All other program service revenue

    total $1,444,830 · related or exempt $1,444,830

  • 3 · Investment income

    total $402,522 · excluded $402,522

  • 7a · Gross sales of assets other than inventory

    securities $2,277,716 · other assets $167,180

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

    securities $2,263,611 · other assets $206,917

  • 7c · Gain or loss

    securities $14,105 · other assets -$39,737

  • 7d · Net gain or loss

    total -$25,632 · related or exempt -$39,737 · excluded $14,105

  • 10a · Gross sales of inventory

    $3,151,572

  • 10b · Cost of goods sold

    $2,242,726

  • 10c · Net income from sales of inventory

    total $908,846 · excluded $908,846

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $56,077 · related or exempt $56,077

  • 11b · Other revenue: DISCOUNTS TAKEN

    total $22,662 · related or exempt $22,662

  • 11e · Other revenue, total

    $78,739

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $350,605 · program services $350,605

  • 5 · Compensation of officers, directors and key employees

    total $1,727,170 · program services $745,236 · management and general $981,934

  • 7 · Other salaries and wages

    total $31,597,591 · program services $28,791,312 · management and general $2,628,796 · fundraising $177,483

  • 8 · Pension plan contributions

    total $170,177 · program services $123,143 · management and general $43,318 · fundraising $3,716

  • 9 · Other employee benefits

    total $2,775,378 · program services $2,329,409 · management and general $435,523 · fundraising $10,446

  • 10 · Payroll taxes

    total $2,958,637 · program services $2,690,968 · management and general $253,739 · fundraising $13,930

  • 11b · Fees: legal

    total $166,524 · management and general $166,524

  • 11c · Fees: accounting

    total $208,648 · management and general $208,648

  • 11g · Fees: other

    total $3,325,758 · program services $2,820,349 · management and general $489,212 · fundraising $16,197

  • 12 · Advertising and promotion

    total $517,405 · program services $414,534 · management and general $21,416 · fundraising $81,455

  • 13 · Office expenses

    total $2,207,961 · program services $2,088,624 · management and general $112,857 · fundraising $6,480

  • 16 · Occupancy

    total $6,982,598 · program services $6,403,106 · management and general $577,686 · fundraising $1,806

  • 19 · Conferences, conventions and meetings

    total $41,606 · program services $21,628 · management and general $14,303 · fundraising $5,675

  • 20 · Interest

    total $654,785 · program services $331,955 · management and general $320,001 · fundraising $2,829

  • 22 · Depreciation, depletion and amortization

    total $3,164,672 · program services $2,837,249 · management and general $326,838 · fundraising $585

  • 24a · Other expenses: DONATION OF NONFINANCIA

    total $39,624,148 · program services $39,624,148

  • 24b · Other expenses: TRANSPORTATION

    total $2,004,086 · program services $1,894,830 · management and general $109,096 · fundraising $160

  • 24c · Other expenses: EQUIPMENT MAINTENANCE A

    total $1,567,345 · program services $998,406 · management and general $545,646 · fundraising $23,293

  • 24d · Other expenses: MEMBERSHIP DUES

    total $459,952 · program services $160,238 · management and general $298,220 · fundraising $1,494

  • 24e · All other expenses

    total $147,831 · program services $101,168 · management and general $31,990 · fundraising $14,673

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,097,033 · end of year $1,292,433

  • 3 · Pledges and grants receivable

    beginning of year $214,071 · end of year $148,352

  • 4 · Accounts receivable

    beginning of year $2,518,462 · end of year $2,119,754

  • 7 · Other notes and loans receivable

    beginning of year $5,660,000 · end of year $5,660,000

  • 8 · Inventories for sale or use

    beginning of year $2,499,736 · end of year $2,864,060

  • 9 · Prepaid expenses and deferred charges

    beginning of year $962,693 · end of year $920,829

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

    $91,444,589

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

    $34,633,175

  • 10c · Land, buildings and equipment, net

    beginning of year $53,697,349 · end of year $56,811,414

  • 12 · Investments: other securities

    beginning of year $23,732,223 · end of year $24,801,362

  • 14 · Intangible assets

    beginning of year $131,175 · end of year $125,821

  • 15 · Other assets

    beginning of year $8,505,862 · end of year $9,018,883

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,277,518 · end of year $5,783,737

  • 19 · Deferred revenue

    beginning of year $109,535 · end of year $137,738

  • 20 · Tax-exempt bond liabilities

    beginning of year $13,533,246 · end of year $12,814,096

  • 23 · Secured mortgages and notes payable

    beginning of year $1,148,065 · end of year $703,653

  • 25 · Other liabilities

    beginning of year $7,634,029 · end of year $8,662,284

  • 27 · Net assets without donor restrictions

    beginning of year $68,400,211 · end of year $74,028,400

  • 28 · Net assets with donor restrictions

    beginning of year $2,916,000 · end of year $1,633,000

Mission and programs · 2023

Mission

GOODWILL EASTER SEALS MIAMI VALLEY IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS A STATED MISSION TO EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. SERVICES ARE PROVIDED IN PORTIONS OF 27 COUNTIES IN SOUTHWEST OHIO AND 2 COUNTIES IN NORTHEAST KENTUCKY. GOODWILL EASTER SEALS MIAMI VALLEY IS AN INCORPORATED ENTITY AND IS EXEMPT UNDER THE PROVISIONS OF SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.THE FINANCIAL INFORMATION INCLUDED IN THIS FORM 990 INCLUDES THE ACTIVITIES FOR THE 2023 CALENDAR YEAR.

Activities or mission (Part I)

EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE.

  • EMPLOYMENT SERVICES -THESE PROGRAMS PROVIDE OPPORTUNITIES FOR THOSE THAT ARE DISABLED OR ECONOMICALLY DISADVANTAGED TO OBTAIN MEANINGFUL AND GAINFUL EMPLOYMENT. THE SERVICES INCLUDE EVALUATING EMPLOYMENT SKILLS, ESTABLISHING VIABLE CAREER GOALS, LEARNING MARKETABLE WORK BEHAVIORS, VALUES AND TECHNICAL SKILLS, OBTAINING PLACEMENT AND RETENTION SERVICES. GOODWILL EASTER SEALS MIAMI VALLEY EMPLOYED 673 EMPLOYEES WITH DISABILITIES AT DECEMBER 31, 2023. 5,264 PERSONS SERVED IN 2023.

    Expenses $85,843,563 · Grants $350,605 · Revenue $8,152,520

  • CHILDREN AND YOUTH SERVICES -FAMILIES WITH INFANTS, CHILDREN OR YOUTH RECEIVE SUPPORT SERVICES THAT HELP THEIR CHILDREN LEARN AND DEVELOP IN SAFE, HEALTHY AND ENRICHING ENVIRONMENTS. SERVICES INCLUDE EARLY IDENTIFICATION OF DEVELOPMENTAL DISABILITIES, YOUTH MENTORING, YOUTH EMPLOYMENT TRAINING AS WELL AS PROVIDING CAR SEATS TO PARENTS OF YOUNG CHILDREN WITH INSTRUCTION AS TO PROPER USE. 4,459 PERSONS SERVED IN 2023.

    Expenses $454,219 · Revenue $652,275

  • DD SERVICES-DD SERVICES PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, ASSISTING THEM TO MEET THIER NEEDS AND ACHIEVE THEIR GOALS. PROGRAMS INCLUDE SUPPORTED EMPLOYMENT, VOCATIONAL TRAINING, PERSONAL AND HOMEMAKER SERVICES, ADULT DAY SUPPORT AS WELL AS OTHER SUPPORT AND RECREATIONAL SERVICES, ADAPTIVE EQUIPMENT AND TECHNOLOGY, TRANSPORTATION AND COMMUNICATION SERVICES. 379 PERSONS SERVED IN 2023.

    Expenses $3,895,577 · Revenue $3,904,576

  • COMMUNITY SERVICES -COMMUNITY SERVICES PROVIDES OLDER ADULTS AND THEIR FAMILIES THE OPPORTUNITY TO LIVE MORE INDEPENDENTLY. SENIORS WHO ARE AT RISK OF BECOMING ISOLATED, INJURED OR FORGOTTEN CAN PARTICIPATE AND/OR OBTAIN SERVICES SUCH AS DAILY RECREATIONAL PROGRAMS, PERSONAL AND HOMEMAKER ASSISTANCE, ADAPTIVE EQUIPMENT, ONGOING COMMUNICATION AND SUPPORT AND TRANSPORTATION SERVICES THAT ENABLE THEM TO REMAIN SAFE IN THEIR HOMES AND INDEPENDENT OF INSTITUTIONAL CARE. 2,615 PERSONS SERVED IN 2023.BEHAVIORAL SERVICES - BEHAVIORAL HEALTH SERVICES IS A FULLY STATE CERTIFIED AND ACCREDITED COMMUNITY MENTAL HEALTH CENTER, THESE SERVICES PROVIDE ASSESSMENT, INTERVENTION, AND PSYCHIATRIC REHABILITATION FOR PEOPLE WITH SHORT TERM AND CHRONIC PSYCHIATRIC SYMPTOMS AND DISABILITIES. 9,642 PERSONS SERVED IN 2023.

    Expenses $2,533,549 · Revenue $792,555

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CRAIG D SEITZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GARY L HUNT

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN RECKER

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER MAFFETT-NICKELMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • L TARLTON THOMAS III

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRENDA K CLEMENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR FR BENJAMIN E K SPEARE-HARDY I

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELLEN S IRELAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN D WECKESSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARLA R FIDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW B GOETZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN HOPF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY MCDONALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R MICHAEL OSBORN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY P PURKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK E SCHUTTER CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JON SELVARAJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAUN C SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID A TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REV DR DARYL WARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG WASMUND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC R BELCASTRO DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GARY HAIRSTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEENA JOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID L JUDSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID MALONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LANCE DETRICK

    PRESIDENT

    Total calculated
    $436,598
    From this org
    $397,114
    From related orgs
    $0
    Other
    $39,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,482
    Bonus
    $72,632
    Other
    $0
    Deferred
    $11,834
    Nontaxable benefits
    $27,650
    Filer's total
    $436,598

  • GRAIG TUSCHONG

    VICE PRESIDENT, CFO

    Total calculated
    $185,881
    From this org
    $179,353
    From related orgs
    $0
    Other
    $6,528
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $163,601
    Bonus
    $15,752
    Other
    $0
    Deferred
    $5,371
    Nontaxable benefits
    $1,157
    Filer's total
    $185,881

  • JENNIFER L BONIFAS

    VICE PRESIDENT OF PROGRAM SERVICES

    Total calculated
    $158,931
    From this org
    $156,913
    From related orgs
    $0
    Other
    $2,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,571
    Bonus
    $11,342
    Other
    $0
    Deferred
    $1,565
    Nontaxable benefits
    $453
    Filer's total
    $158,931

  • MATTHEW ARNTZ

    VICE PRESIDENT OF RETAIL

    Total calculated
    $239,917
    From this org
    $224,197
    From related orgs
    $0
    Other
    $15,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,048
    Bonus
    $32,149
    Other
    $0
    Deferred
    $6,511
    Nontaxable benefits
    $9,209
    Filer's total
    $239,917

  • GLENN KLAVA

    VICE PRESIDENT OF BUSINESS SERVICES

    Total calculated
    $167,869
    From this org
    $155,116
    From related orgs
    $0
    Other
    $12,753
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,116
    Bonus
    $0
    Other
    $0
    Deferred
    $4,570
    Nontaxable benefits
    $8,183
    Filer's total
    $167,869

  • JESSICA B BLIMBAUM

    DIRECTOR, DATA STRATEGY

    Total calculated
    $120,831
    From this org
    $110,930
    From related orgs
    $0
    Other
    $9,901
    Hours/week
    40

  • RHONDA D KLINE

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $124,395
    From this org
    $105,572
    From related orgs
    $0
    Other
    $18,823
    Hours/week
    40

  • SAMUEL JONES

    DIRECTOR, RETAIL

    Total calculated
    $138,646
    From this org
    $112,773
    From related orgs
    $0
    Other
    $25,873
    Hours/week
    40

  • STEVE COUTURIER

    DIRECTOR, INFORMATION TECH

    Total calculated
    $154,104
    From this org
    $134,441
    From related orgs
    $0
    Other
    $19,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,913
    Bonus
    $9,528
    Other
    $0
    Deferred
    $4,223
    Nontaxable benefits
    $15,440
    Filer's total
    $154,104

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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 5
CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII SECTION A LINE 1A ARE ELIGIBLE TO RECEIVE A BONUS, IN PART, THAT IS DEPENDENT ON REVENUES. THE REASON FOR THIS IS THAT OUR AGENCY IS COMPRISED OF RETAIL THRIFT STORES, BUSINESS SERVICES AND PROGRAM SERVICES AND AS PART OF OUR MISSION TO EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE, WE EMPLOY INDIVIDUALS WHO ARE ECONOMICALLY DISADVANTAGED AND APPROXIMATELY 50% OF OUR EMPLOYEES HAVE A DISABILITY. ONE WAY TO INCREASE THE NUMBER OF PERSONS SERVED, AND THEREFORE OUR MISSION, IS TO PROVIDE INCENTIVES THAT WILL SERVE TO INCREASE THE NUMBER OF RETAIL THRIFT STORES AND RETAIL THRIFT STORE OPERATIONS, THE NUMBER AND SIZE OF OUR PROGRAMS THAT SERVE THESE INDIVIDUALS AND THE NUMBER AND SIZE OF THE CONTRACTS IN BUSINESS SERVICES WHICH ALL EMPLOY INDIVIDUALS WITH A DISABILITY.

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.

  • SUNRISE CENTER FOR ADULTS INC

    501(C)(3) · ADULT DAY CARE FOR THE ELDERLY OR IMPAIRED · OH

    Directly controlled by GOODWILL EASTER SEALS MIAMI VALLEY

  • FOCUSED YOUTH INCORPORATED

    501(C)(3) · PROVIDE WORK EXPERIENCE FOR YOUTH · OH

    Directly controlled by GOODWILL EASTER SEALS MIAMI VALLEY

  • GESMV WEST CAMPUS CENTER

    501(C)(3) · SUPPORTING ORGANIZATION TO FURTHER THE PURPOSE OF GESMV · OH

    Directly controlled by GOODWILL EASTER SEALS MIAMI VALLEY

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.

  • RESOURCE SOLUTIONS LLC

    EMPLOYS PERSONS WITH DISABILITIES, BUSINESS FULFILLMENT · OH · income -$6,078 · assets $3,568,693

    Directly controlled by GOODWILL EASTER SEALS MIAMI VALLEY

  • GOODWILL EMPLOYEE LEASING LLC

    EMPLOYEE LEASING · OH · income $0 · assets $0

    Directly controlled by GOODWILL EASTER SEALS MIAMI VALLEY

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433189349309248

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