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← GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC

Form 990 for tax year 2022

Filed by GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC.

Totals

Total revenue
$113,320,122
Total expenses
$92,801,851
Contributions and grants received
$39,675,312
Grants paid
$1,171,836
Program service revenue
$73,400,572
Investment income
$39,254
Other revenue
$204,984
Total assets, end of year
$202,122,915
Total liabilities, end of year
$42,391,428
Net assets or fund balances, end of year
$159,731,487
Program services expenses (Part IX)
$80,085,289
Management and general expenses
$12,485,263
Fundraising expenses
$231,299
Program service expenses (Part III)
$80,085,289

Program services were 86.3% 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.

  • 1d · Related organizations

    $29,024,985

  • 1e · Government grants (contributions)

    $10,282,812

  • 1f · All other contributions, gifts and grants

    $367,515

  • 2a · Program service revenue: GREAT LAKES PROGRAMS AND SERVICES

    total $53,171,174 · related or exempt $53,171,174

  • 2b · Program service revenue: PARTICIPANT PROGRAM AND SERVICES

    total $20,229,398 · related or exempt $20,229,398

  • 3 · Investment income

    total $432,513 · excluded $432,513

  • 6a · Gross rents

    real property $12,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $12,000

  • 6d · Net rental income or loss

    total $12,000 · excluded $12,000

  • 7a · Gross sales of assets other than inventory

    other assets $8,599,402

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

    other assets $8,992,661

  • 7c · Gain or loss

    other assets -$393,259

  • 7d · Net gain or loss

    total -$393,259 · excluded -$393,259

  • 10a · Gross sales of inventory

    $43,291,283

  • 10b · Cost of goods sold

    $43,287,167

  • 10c · Net income from sales of inventory

    total $4,116 · related or exempt $4,116

  • 11a · Other revenue: JLL REBATE

    total $110,653 · excluded $110,653

  • 11b · Other revenue: CREDIT CARD REBATES

    total $60,938 · excluded $60,938

  • 11c · Other revenue: VENDING SERVICE

    total $4,313 · excluded $4,313

  • 11d · All other revenue

    total $12,964 · related or exempt $9,359 · excluded $3,605

  • 11e · Other revenue, total

    $188,868

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $931,436 · program services $931,436

  • 2 · Grants to domestic individuals

    total $240,400 · program services $240,400

  • 5 · Compensation of officers, directors and key employees

    total $1,742,168 · management and general $1,700,373 · fundraising $41,795

  • 6 · Compensation of disqualified persons

    total $310,258 · management and general $310,258

  • 7 · Other salaries and wages

    total $60,656,943 · program services $43,171,735 · management and general $17,369,827 · fundraising $115,381

  • 8 · Pension plan contributions

    total $1,999,340 · program services $1,203,683 · management and general $787,274 · fundraising $8,383

  • 9 · Other employee benefits

    total $9,672,390 · program services $8,666,664 · management and general $999,770 · fundraising $5,956

  • 10 · Payroll taxes

    total $4,594,368 · program services $3,427,103 · management and general $1,158,581 · fundraising $8,684

  • 11b · Fees: legal

    total $179,675 · program services $43,602 · management and general $136,073

  • 11c · Fees: accounting

    total $177,040 · management and general $177,040

  • 11g · Fees: other

    total $19,010,964 · program services $12,302,330 · management and general $6,683,026 · fundraising $25,608

  • 12 · Advertising and promotion

    total $1,876,953 · program services $314,602 · management and general $1,562,351

  • 13 · Office expenses

    total $4,528,811 · program services $4,232,609 · management and general $294,128 · fundraising $2,074

  • 14 · Information technology

    total $3,113,388 · program services $670,799 · management and general $2,440,569 · fundraising $2,020

  • 16 · Occupancy

    total $3,228,713 · program services $1,191,367 · management and general $2,031,766 · fundraising $5,580

  • 17 · Travel

    total $2,211,747 · program services $1,988,032 · management and general $222,979 · fundraising $736

  • 19 · Conferences, conventions and meetings

    total $328,812 · program services $153,132 · management and general $175,144 · fundraising $536

  • 20 · Interest

    total $380,038 · program services $6,030 · management and general $374,008

  • 22 · Depreciation, depletion and amortization

    total $1,861,122 · program services $215,171 · management and general $1,645,951

  • 23 · Insurance

    total $578,300 · program services $443,631 · management and general $134,669

  • 24a · Other expenses: ALLOCATED OCCUPANCY

    total -$2,110,069 · program services $882,963 · management and general -$3,007,578 · fundraising $14,546

  • 24b · Other expenses: ALLOCATED MANAGEMENT

    total -$22,710,946 · management and general -$22,710,946

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $44,621,605 · end of year $44,849,976

  • 3 · Pledges and grants receivable

    beginning of year $94,548 · end of year $17,119

  • 4 · Accounts receivable

    beginning of year $13,287,473 · end of year $15,712,118

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $207,500 · end of year $2,077,157

  • 8 · Inventories for sale or use

    beginning of year $850,911 · end of year $855,027

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,131,303 · end of year $1,401,393

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

    $193,155,493

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

    $103,548,703

  • 10c · Land, buildings and equipment, net

    beginning of year $92,447,447 · end of year $89,606,790

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $40,951,808 · end of year $47,603,335

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,571,431 · end of year $19,507,601

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $47,998 · end of year $238,089

  • 20 · Tax-exempt bond liabilities

    beginning of year $22,536,613 · end of year $8,802,440

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $13,872,804 · end of year $13,843,298

  • 27 · Net assets without donor restrictions

    beginning of year $138,188,681 · end of year $159,463,305

  • 28 · Net assets with donor restrictions

    beginning of year $375,068 · end of year $268,182

Mission and programs · 2022

Mission

CONNECTING PEOPLE TO WORK, PREPARING THEM FOR LIFE. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") SUPPORTS INDIVIDUALS SEEKING EMPLOYMENT THAT HAVE DISADVANTAGES INCLUDING: PHYSICAL OR INTELLECTUAL DISABILITIES, (CONTINUED ON SCHEDULE O)

Activities or mission (Part I)

PROVIDES TRAINING, EMPLOYMENT & SUPPORTIVE SERVICES TO PEOPLE WITH DISABILITIES OR DISADVANTAGES

  • GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. THIS PROGRAM PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES THROUGH THE ABILITYONE PROGRAM. COMPETITIVE WAGES AND BENEFITS, TRAINING, AND AN OPPORTUNITY FOR CAREER ADVANCEMENT ARE OFFERED TO THIS DIVERSE WORKFORCE, WHICH INCLUDES INDIVIDUALS WITH VISUAL IMPAIRMENT, HEARING IMPAIRMENT, DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, PHYSICAL DISABILITIES, OR MENTAL ILLNESS. IN 2022, GOODWILL GREAT LAKES SERVED MORE THAN 9.1 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS. AT THE END OF 2022, GOODWILL GREAT LAKES EMPLOYED (CONTINUED ON SCHEDULE O)NEARLY 600 PEOPLE, OVER 400 OF WHOM WERE PEOPLE WITH SIGNIFICANT DISABILITIES. DURING THE COURSE OF 2022, GOODWILL GREAT LAKES SERVED OVER 500 INDIVIDUALS WITH DISABILITIES. PARTICIPANTS ARE NOT READY FOR COMPETITIVE EMPLOYMENT WHEN THEY ENROLL IN THE ABILITYONE PROGRAM. AT GREAT LAKES, GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES WHO MAY OTHERWISE BE DENIED THE OPPORTUNITY TO WORK. THROUGH THE ABILITYONE PROGRAM, PEOPLE WHO MAY HAVE BEEN DEPENDENT UPON PUBLIC ASSISTANCE MOVE TOWARD FINANCIAL INDEPENDENCE. GOODWILL PROVIDES SUPPORT TO THIS WORKFORCE THROUGH ACCOMMODATIONS AND TRAINING. GOODWILL'S EXPERIENCE IN REHABILITATION ENABLES THE ORGANIZATION TO PROVIDE APPROPRIATE ACCOMMODATIONS TO ENSURE THAT INDIVIDUALS WITH SIGNIFICANT DISABILITIES ARE ABLE TO PERFORM THEIR ASSIGNED JOB FUNCTIONS. SOME EXAMPLES OF ACCOMMODATIONS ARE CHANGES IN WORK SCHEDULE OR JOB FUNCTION TO ACCOMMODATE DISABILITY-RELATED ISSUES, INTERPRETERS FOR PEOPLE WITH HEARING IMPAIRMENT, AND MOBILITY TRAINING FOR PEOPLE WITH VISUAL IMPAIRMENT OR PHYSICAL DISABILITIES. DURING 2022, GOODWILL GREAT LAKES WORKED IN COLLABORATION WITH MORE THAN 20 COMMUNITY REHABILITATION AND REFERRAL AGENCIES.GOODWILL ALSO SUPPORTS ITS OWN WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE COMPANY. THIS SUPPORT TAKES THE FORM OF WORKSHOPS, ON-THE-JOB TECHNICAL TRAINING, ONE-ON-ONE COUNSELING/COACHING SESSIONS, CAREER DEVELOPMENT AND PLACEMENT ACTIVITIES, AND REFERRAL TO COMMUNITY RESOURCES. TRAINING TOPICS INCLUDE JOB RETENTION SKILLS AND LIFE SKILLS, SUCH AS EMPLOYER EXPECTATIONS, CUSTOMER SERVICE, ATTENDANCE, APPEARANCE, HYGIENE, COMMUNICATION, ATTITUDE, TEAMWORK, TIME/ANGER/STRESS MANAGEMENT, FINANCIAL MANAGEMENT, AND SELF-EMPOWERMENT. IN ADDITION TO INTERNAL TRAINING PROGRAMS, GOODWILL OFFERS TUITION REIMBURSEMENT FOR COURSES TAKEN THROUGH LOCAL EDUCATIONAL INSTITUTIONS, AND CAREER ADVANCEMENT SERVICES THAT ARE AVAILABLE TO OUR PARTICIPANTS.

    Expenses $47,690,058 · Revenue $53,175,290

  • MISSION SERVICES GOODWILL'S MISSION SERVICES UNIT HELPS PROGRAM PARTICIPANTS PREPARE FOR SUCCESSFUL EMPLOYMENT AND ACHIEVE GREATER INDEPENDENCE BY DEVELOPING AND DELIVERING A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. GOODWILL'S MISSION SERVICES PROVIDES TRAINING, EMPLOYMENT, WORKFORCE DEVELOPMENT, AND SUPPORTIVE SERVICES IN SEVERAL COMMUNITIES IN SOUTHEASTERN WISCONSIN, INCLUDING MILWAUKEE, WAUKESHA, RACINE AND KENOSHA. DURING 2022, THE MISSION SERVICES PROGRAMS OF GOODWILL PROVIDED SERVICES TO MORE THAN 38,000 INDIVIDUALS AND PLACED PEOPLE INTO OVER 1,200 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY.(CONTINUED ON SCHEDULE O)

    Expenses $32,395,231 · Grants $1,171,836 · Revenue $20,349,410

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • IRENE SUDAC

    CHAIR - AS OF 2/22; VC - THRU 2/22

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • TIMOTHY MATTKE

    DIR.; CHAIR - THRU 2/2022

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DAVID MARCUS

    DIR.; VICE CHAIR - AS OF 2/2022

    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 - AS OF 6/2022

    Total calculated
    $0
    Hours/week
    2

  • JAMES BORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JACQUELINE BOWLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MARY DOWELL

    DIRECTOR - THRU 1/2022

    Total calculated
    $0
    Hours/week
    2

  • KAREN DUFFY

    DIRECTOR - THRU 1/2022

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JOHN DZIEWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LAURA GOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE GREENE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • BRADLEY KALSCHEUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD MEEUSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • THOMAS RICHTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MASON ROSS

    DIRECTOR

    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
    $835,903
    From this org
    $803,146
    From related orgs
    $0
    Other
    $32,757
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $552,844
    Bonus
    $240,486
    Other
    $9,816
    Deferred
    $23,650
    Nontaxable benefits
    $9,107
    Filer's total
    $835,903

  • JEFFREY DOCALAVICH

    CFO/ASSISTANT TREASURER

    Total calculated
    $517,811
    From this org
    $478,644
    From related orgs
    $0
    Other
    $39,167
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $353,556
    Bonus
    $123,114
    Other
    $1,974
    Deferred
    $23,650
    Nontaxable benefits
    $15,517
    Filer's total
    $517,811

  • BASIL BUCHKO

    ASSISTANT SECRETARY

    Total calculated
    $388,455
    From this org
    $343,300
    From related orgs
    $0
    Other
    $45,155
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $262,666
    Bonus
    $79,020
    Other
    $1,614
    Deferred
    $23,650
    Nontaxable benefits
    $21,505
    Filer's total
    $388,455

  • STEVEN LOOS

    SNR VP ECOMMERCE INTEG - THRU 6/22

    Total calculated
    $381,267
    From this org
    $346,802
    From related orgs
    $0
    Other
    $34,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,936
    Bonus
    $216,297
    Other
    $1,569
    Deferred
    $23,650
    Nontaxable benefits
    $10,815
    Filer's total
    $381,267

  • ANGELA ADAMS

    CHIEF COMM & DIVERSITY OFFICER

    Total calculated
    $392,725
    From this org
    $367,674
    From related orgs
    $0
    Other
    $25,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,246
    Bonus
    $94,958
    Other
    $1,470
    Deferred
    $23,650
    Nontaxable benefits
    $1,401
    Filer's total
    $392,725

  • CATHERINE WORDEN

    VICE PRESIDENT

    Total calculated
    $318,941
    From this org
    $282,145
    From related orgs
    $0
    Other
    $36,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,837
    Bonus
    $65,320
    Other
    $2,988
    Deferred
    $21,992
    Nontaxable benefits
    $14,804
    Filer's total
    $318,941

  • LISA HEIDER

    VP - FINANCE

    Total calculated
    $330,943
    From this org
    $286,781
    From related orgs
    $0
    Other
    $44,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,657
    Bonus
    $66,150
    Other
    $1,974
    Deferred
    $22,657
    Nontaxable benefits
    $21,505
    Filer's total
    $330,943

  • NADEEM CHOUDHARY

    VICE PRESIDENT

    Total calculated
    $326,075
    From this org
    $296,262
    From related orgs
    $0
    Other
    $29,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,667
    Bonus
    $33,125
    Other
    $1,470
    Deferred
    $8,399
    Nontaxable benefits
    $21,414
    Filer's total
    $326,075

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
  • 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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, 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 AND A MISSION-RELATED GOAL. 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
2022
Filed
28 August 2023
IRS schema version
2022v5.0
Source object
202322409349301567

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