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← GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC

Form 990 for tax year 2024

Filed by GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC.

Totals

Total revenue
$110,713,706
Total expenses
$105,880,793
Contributions and grants received
$30,930,321
Grants paid
$1,012,869
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)
$94,253,345
Management and general expenses
$11,190,911
Fundraising expenses
$436,537
Program service expenses (Part III)
$94,253,345

Program services were 89.0% 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

  • 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

  • STEVEN BAUMGARTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE BOWLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JOHN DZIEWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LAURA GOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JESUS GONZALEZ

    DIRECTOR - AS OF 08/24

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE GREENE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LISA MERCHANT-HARRELL

    DIRECTOR - AS OF 08/24

    Total calculated
    $0
    Hours/week
    2

  • BRADLEY KALSCHAEUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY MATTKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • RICHARD MEEUSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS RICHTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MASON ROSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHEILA SHAFFIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK THOMAS

    DIRECTOR - AS OF 02/24

    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
    $908,671
    From this org
    $763,299
    From related orgs
    $0
    Other
    $145,372
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

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

  • JEFFREY DOCALAVICH

    CFO/ASSISTANT TREASURER

    Total calculated
    $590,599
    From this org
    $483,892
    From related orgs
    $0
    Other
    $106,707
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

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

  • BASIL BUCHKO

    ASSISTANT SECRETARY - THRU 12/24

    Total calculated
    $395,025
    From this org
    $343,935
    From related orgs
    $0
    Other
    $51,090
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

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

  • CLAYTON PRYOR

    CHIEF MISSION OFFICER

    Total calculated
    $440,860
    From this org
    $336,329
    From related orgs
    $0
    Other
    $104,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,595
    Bonus
    $0
    Other
    $57,734
    Deferred
    $95,040
    Nontaxable benefits
    $9,491
    Filer's total
    $440,860

  • KENT WALTERS

    SVP GW GREAT LAKES

    Total calculated
    $437,802
    From this org
    $318,916
    From related orgs
    $0
    Other
    $118,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,294
    Bonus
    $0
    Other
    $26,622
    Deferred
    $98,379
    Nontaxable benefits
    $20,507
    Filer's total
    $437,802

  • SHAMIRAN CHALABI

    VICE PRESIDENT

    Total calculated
    $400,006
    From this org
    $329,664
    From related orgs
    $0
    Other
    $70,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,344
    Bonus
    $0
    Other
    $53,320
    Deferred
    $60,541
    Nontaxable benefits
    $9,801
    Filer's total
    $400,006

  • CHRISTOPHER TALTON

    VP LINEN SERVICES

    Total calculated
    $358,163
    From this org
    $341,989
    From related orgs
    $0
    Other
    $16,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $98,623
    Bonus
    $0
    Other
    $243,366
    Deferred
    $8,176
    Nontaxable benefits
    $7,998
    Filer's total
    $358,163

  • NICOL BRITTEN

    SR. VP PEOPLE & CULTURE

    Total calculated
    $393,902
    From this org
    $310,380
    From related orgs
    $0
    Other
    $83,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,606
    Bonus
    $0
    Other
    $50,774
    Deferred
    $58,162
    Nontaxable benefits
    $25,360
    Filer's total
    $393,902

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). CHRISTOPHER TALTON $232,983
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 CLAYTON PRYOR - $69,019 KENT WALTERS - $73,592 SHAMIRAN CHALABI - $34,883 NICOL BRITTEN - $33,506
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
2024
Filed
23 June 2025
IRS schema version
2024v5.2
Source object
202521749349300977

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