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Nonprofiteer
← GOODWILL INDUSTRIES OF MIDDLE TENNESSEE INC

Form 990 for tax year 2023

Filed by GOODWILL INDUSTRIES OF MIDDLE TENNESSEE INC.

Totals

Total revenue
$100,342,138
Total expenses
$152,824,498
Contributions and grants received
$55,978,113
Grants paid
$75,935,877
Program service revenue
$43,821,253
Investment income
$508,618
Other revenue
$34,154
Total assets, end of year
$116,068,000
Total liabilities, end of year
$48,691,443
Net assets or fund balances, end of year
$67,376,557
Program services expenses (Part IX)
$143,165,320
Management and general expenses
$9,166,134
Fundraising expenses
$493,044
Program service expenses (Part III)
$143,165,320

Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ARRITA SUMMERS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRYAN BEAN

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER DUNN

    LEGAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • JEFF YOUNG

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL MADDEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA OAKELEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CLAY JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLAY TETER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DAVE FENTRESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • EMILY CUMMINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HALEY MENZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN CHOBANIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KEITH LAMPKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN MITCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LEISA BYARS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PHILLIP MCGOWAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROB MASSIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROY JORDAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TOM LAMPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTINE SKOLD

    CFO

    Total calculated
    $270,040
    From this org
    $247,077
    From related orgs
    $0
    Other
    $22,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,344
    Bonus
    $39,334
    Other
    $13,399
    Deferred
    $10,173
    Nontaxable benefits
    $12,790
    Filer's total
    $270,040

  • CYNTHIA VARNER

    CHIEF MISSION OFFICER

    Total calculated
    $145,861
    From this org
    $140,894
    From related orgs
    $0
    Other
    $4,967
    Hours/week
    40

  • LEISA WAMSLEY

    CHIEF OPERATIONS OFFICER

    Total calculated
    $251,489
    From this org
    $224,965
    From related orgs
    $0
    Other
    $26,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,065
    Bonus
    $27,042
    Other
    $21,858
    Deferred
    $12,310
    Nontaxable benefits
    $14,214
    Filer's total
    $251,489

  • MATTHEW BOURLAKAS

    PRESIDENT & CEO

    Total calculated
    $410,164
    From this org
    $388,561
    From related orgs
    $0
    Other
    $21,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,990
    Bonus
    $60,000
    Other
    $46,571
    Deferred
    $20,574
    Nontaxable benefits
    $1,029
    Filer's total
    $410,164

  • BETH ALEXANDER

    VP/DEVELOPMENT

    Total calculated
    $175,716
    From this org
    $167,544
    From related orgs
    $0
    Other
    $8,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,810
    Bonus
    $14,560
    Other
    $21,174
    Deferred
    $7,314
    Nontaxable benefits
    $858
    Filer's total
    $175,716

  • ED O'KELLEY

    VP/INFO TECHNOLOGY

    Total calculated
    $202,202
    From this org
    $169,910
    From related orgs
    $0
    Other
    $32,292
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,687
    Bonus
    $15,297
    Other
    $10,926
    Deferred
    $8,004
    Nontaxable benefits
    $24,288
    Filer's total
    $202,202

  • GEORGE CARLSON

    VP OF MISSION ADVANCEMENT

    Total calculated
    $165,900
    From this org
    $146,443
    From related orgs
    $0
    Other
    $19,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,028
    Bonus
    $0
    Other
    $8,415
    Deferred
    $6,715
    Nontaxable benefits
    $12,742
    Filer's total
    $165,900

  • MICHAEL MOTT

    VP/HUMAN RESOURCES

    Total calculated
    $199,645
    From this org
    $183,407
    From related orgs
    $0
    Other
    $16,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,693
    Bonus
    $18,970
    Other
    $13,744
    Deferred
    $7,940
    Nontaxable benefits
    $8,298
    Filer's total
    $199,645

  • WENDY WHITE

    VP FINANCE AND ACCOUNTING

    Total calculated
    $177,658
    From this org
    $145,956
    From related orgs
    $0
    Other
    $31,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,042
    Bonus
    $0
    Other
    $20,914
    Deferred
    $7,505
    Nontaxable benefits
    $24,197
    Filer's total
    $177,658

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
  • 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)

Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization
PART I, LINE 5A COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION 2023 PERFORMANCE BONUS PAYMENTS TOTALING $238,536 WERE PAID TO SENIOR STAFF IN JANUARY THROUGH MARCH 2024. THE BOARD DETERMINED BONUS RATES BASED ON OTHER COMPARABLE GOODWILL ORGANIZATIONS AS A PERCENTAGE OF BASE SALARY. FOR THE BONUS TO BE PAID, NET REVENUE TO BUDGET MUST BE ACHIEVED. FOUR ADDITIONAL GOALS ARE CONSIDERED: RETAIL REVENUE TO BUDGET, ECOMMERCE REVENUE TO BUDGET, DONATION COLLECTIONS TO BUDGET, AND PEOPLE SERVED TO DATE. A BONUS AMOUNT OF $285,456 WAS ACCRUED IN 2023 AND $285,456 WAS PAID IN JANUARY THROUGH MARCH AS FOLLOWS: MATTHEW BOURLAKAS: $82,500 CHRISTINE SKOLD: $42,953 LEISA WAMSLEY: $41,248 ED O'KELLEY: $24,461 MICHAEL MOTT: $24,660 BETH ALEXANDER: $22,714 GEORGE CARLSON $23,400 WENDY WHITE $23,520

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $75,391,898. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
30 August 2024
IRS schema version
2023v5.1
Source object
202422439349300802

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