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← GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC

Form 990 for tax year 2023

Filed by GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC.

Totals

Total revenue
$113,111,931
Total expenses
$99,031,399
Contributions and grants received
$37,520,450
Grants paid
$1,149,967
Program service revenue
$76,865,253
Investment income
-$1,197,312
Other revenue
-$76,460
Total assets, end of year
$229,383,437
Total liabilities, end of year
$55,510,833
Net assets or fund balances, end of year
$173,872,604
Program services expenses (Part IX)
$89,988,002
Management and general expenses
$8,730,445
Fundraising expenses
$312,952
Program service expenses (Part III)
$89,988,002

Program services were 90.9% 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

    $26,401,577

  • 1e · Government grants (contributions)

    $10,507,861

  • 1f · All other contributions, gifts and grants

    $611,012

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

    total $59,413,405 · related or exempt $59,413,405

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

    total $17,451,848 · related or exempt $17,451,848

  • 3 · Investment income

    total $1,848,984 · excluded $1,848,984

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

    other assets $3,046,296

  • 7c · Gain or loss

    other assets -$3,046,296

  • 7d · Net gain or loss

    total -$3,046,296 · excluded -$3,046,296

  • 10a · Gross sales of inventory

    $42,485,382

  • 10b · Cost of goods sold

    $42,717,413

  • 10c · Net income from sales of inventory

    total -$232,031 · related or exempt -$232,031

  • 11a · Other revenue: CREDIT CARD REBATES

    total $90,006 · excluded $90,006

  • 11b · Other revenue: ASSET LOSS RECOVERY

    total $29,382 · excluded $29,382

  • 11c · Other revenue: UNITED HEALTH REBATE

    total $16,366 · excluded $16,366

  • 11d · All other revenue

    total $19,817 · excluded $19,817

  • 11e · Other revenue, total

    $155,571

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $920,229 · program services $920,229

  • 2 · Grants to domestic individuals

    total $229,738 · program services $229,738

  • 5 · Compensation of officers, directors and key employees

    total $1,820,786 · management and general $1,778,006 · fundraising $42,780

  • 7 · Other salaries and wages

    total $65,166,528 · program services $46,562,963 · management and general $18,429,214 · fundraising $174,351

  • 8 · Pension plan contributions

    total $2,433,738 · program services $1,356,705 · management and general $1,070,923 · fundraising $6,110

  • 9 · Other employee benefits

    total $10,761,541 · program services $9,379,504 · management and general $1,374,058 · fundraising $7,979

  • 10 · Payroll taxes

    total $4,992,578 · program services $3,635,131 · management and general $1,340,061 · fundraising $17,386

  • 11b · Fees: legal

    total $663,384 · program services $45,272 · management and general $618,112

  • 11c · Fees: accounting

    total $190,882 · management and general $190,882

  • 11g · Fees: other

    total $22,590,401 · program services $16,844,740 · management and general $5,719,096 · fundraising $26,565

  • 12 · Advertising and promotion

    total $2,131,005 · program services $435,157 · management and general $1,695,848

  • 13 · Office expenses

    total $4,164,778 · program services $3,947,293 · management and general $215,849 · fundraising $1,636

  • 14 · Information technology

    total $3,573,591 · program services $720,551 · management and general $2,851,095 · fundraising $1,945

  • 16 · Occupancy

    total $3,557,846 · program services $1,651,781 · management and general $1,902,135 · fundraising $3,930

  • 17 · Travel

    total $2,721,016 · program services $2,323,929 · management and general $392,502 · fundraising $4,585

  • 19 · Conferences, conventions and meetings

    total $593,005 · program services $285,489 · management and general $300,716 · fundraising $6,800

  • 20 · Interest

    total $191,059 · program services $4,646 · management and general $186,413

  • 22 · Depreciation, depletion and amortization

    total $1,681,567 · program services $159,237 · management and general $1,522,330

  • 23 · Insurance

    total $628,004 · program services $507,219 · management and general $120,785

  • 24a · Other expenses: ALLOCATED OCCUPANCY

    total -$2,686,615 · program services $978,418 · management and general -$3,683,918 · fundraising $18,885

  • 24b · Other expenses: ALLOCATED MANAGEMENT

    total -$27,293,662 · management and general -$27,293,662

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $44,849,976 · end of year $54,786,768

  • 3 · Pledges and grants receivable

    beginning of year $17,119 · end of year $113,513

  • 4 · Accounts receivable

    beginning of year $15,712,118 · end of year $11,307,237

  • 7 · Other notes and loans receivable

    beginning of year $2,077,157 · end of year $3,025,444

  • 8 · Inventories for sale or use

    beginning of year $855,027 · end of year $622,996

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,401,393 · end of year $1,970,747

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

    $203,941,175

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

    $109,030,540

  • 10c · Land, buildings and equipment, net

    beginning of year $89,606,790 · end of year $94,910,635

  • 15 · Other assets

    beginning of year $47,603,335 · end of year $62,646,097

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,507,601 · end of year $23,143,118

  • 19 · Deferred revenue

    beginning of year $238,089 · end of year $155,532

  • 20 · Tax-exempt bond liabilities

    beginning of year $8,802,440 · end of year $8,168,748

  • 25 · Other liabilities

    beginning of year $13,843,298 · end of year $24,043,435

  • 27 · Net assets without donor restrictions

    beginning of year $159,463,305 · end of year $173,729,135

  • 28 · Net assets with donor restrictions

    beginning of year $268,182 · end of year $143,469

Mission and programs · 2023

Mission

THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS: CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. GOODWILL SUPPORTS INDIVIDUALS WHO HAVE BARRIERS INCLUDING PHYSICAL OR INTELLECTUAL DISABILITIES, MENTAL HEALTH (CONTINUED ON SCHEDULE O)

Activities or mission (Part I)

CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE.

  • 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 2023, GOODWILL GREAT LAKES SERVED MORE THAN 8.6 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS. AT THE END OF 2023, GOODWILL GREAT LAKES EMPLOYED (CONTINUED ON SCHEDULE O)NEARLY 650 PEOPLE. DURING THE COURSE OF 2023, ABOUT 600 GOODWILL GREAT LAKES EMPLOYEES WERE INDIVIDUALS WITH SIGNIFICANT DISABILITIES. AT GREAT LAKES, GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES WHO MAY OTHERWISE BE DENIED THE OPPORTUNITY TO WORK. 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 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. GOODWILL ALSO SUPPORTS ITS WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE ORGANIZATION. THIS SUPPORT INCLUDES 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 EMPLOYEES.

    Expenses $51,642,249 · Revenue $59,181,374

  • MISSION SERVICES GOODWILL'S MISSION SERVICES UNIT HELPS PROGRAM PARTICIPANTS PREPARE FOR SUCCESSFUL EMPLOYMENT AND ACHIEVE GREATER INDEPENDENCE THROUGH A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. GOODWILL'S MISSION SERVICES PROGRAMS PROVIDE TRAINING, EMPLOYMENT, WORKFORCE DEVELOPMENT, AND SUPPORTIVE SERVICES. DURING 2023, THE MISSION SERVICES PROGRAMS OF GOODWILL PROVIDED SERVICES TO NEARLY 44,000 INDIVIDUALS AND PLACED PEOPLE INTO OVER 1,200 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. (CONTINUED ON SCHEDULE O)

    Expenses $38,345,753 · Grants $1,149,967 · Revenue $17,451,848

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

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 - AS OF 2/23

    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

  • Michelle Greene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Bradley Kalscheur

    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 - AS OF 8/23

    Total calculated
    $0
    Hours/week
    1

  • 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
    $855,596
    From this org
    $820,541
    From related orgs
    $0
    Other
    $35,055
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $570,079
    Bonus
    $234,070
    Other
    $16,392
    Deferred
    $25,650
    Nontaxable benefits
    $9,405
    Filer's total
    $855,596

  • Jeffrey Docalavich

    CFO/ASSISTANT TREASURER

    Total calculated
    $556,407
    From this org
    $510,487
    From related orgs
    $0
    Other
    $45,920
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $370,757
    Bonus
    $128,951
    Other
    $10,779
    Deferred
    $25,650
    Nontaxable benefits
    $20,270
    Filer's total
    $556,407

  • Basil Buchko

    ASSISTANT SECRETARY

    Total calculated
    $408,783
    From this org
    $351,216
    From related orgs
    $0
    Other
    $57,567
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $267,549
    Bonus
    $76,173
    Other
    $7,494
    Deferred
    $25,650
    Nontaxable benefits
    $31,917
    Filer's total
    $408,783

  • Clayton Pryor

    CHIEF MISSION OFFICER

    Total calculated
    $379,784
    From this org
    $342,493
    From related orgs
    $0
    Other
    $37,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,384
    Bonus
    $75,427
    Other
    $3,682
    Deferred
    $25,650
    Nontaxable benefits
    $11,641
    Filer's total
    $379,784

  • Nadeem Choudhary

    VICE PRESIDENT - THRU 10/23

    Total calculated
    $361,949
    From this org
    $307,611
    From related orgs
    $0
    Other
    $54,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,447
    Bonus
    $82,282
    Other
    $1,882
    Deferred
    $24,327
    Nontaxable benefits
    $30,011
    Filer's total
    $361,949

  • Shamiran Chalabi

    VICE PRESIDENT

    Total calculated
    $349,333
    From this org
    $321,625
    From related orgs
    $0
    Other
    $27,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,847
    Bonus
    $68,691
    Other
    $4,087
    Deferred
    $16,079
    Nontaxable benefits
    $11,629
    Filer's total
    $349,333

  • Kent Walters

    SVP GW GREAT LAKES

    Total calculated
    $356,701
    From this org
    $306,435
    From related orgs
    $0
    Other
    $50,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,341
    Bonus
    $57,801
    Other
    $8,293
    Deferred
    $23,896
    Nontaxable benefits
    $26,370
    Filer's total
    $356,701

  • Angela Adams

    CHIEF COMM & DIV. OFCR. - THRU 5/23

    Total calculated
    $486,491
    From this org
    $467,757
    From related orgs
    $0
    Other
    $18,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $106,303
    Bonus
    $95,850
    Other
    $265,604
    Deferred
    $18,132
    Nontaxable benefits
    $602
    Filer's total
    $486,491

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

  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 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
  • 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

  • 2 · Substantiation required before reimbursing expenses
  • 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 1A AND 4A
OUTPLACEMENT SERVICES AND SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED CERTAIN OUTPLACEMENT SERVICES AND A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(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 RESOURCE 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.

  • GOODWILL TALENTBRIDGE LLC

    STAFFING · WI

    Directly controlled by GOODWILL SEW

Provenance

Return type
form_990
Tax year
2023
Filed
18 June 2024
IRS schema version
2023v5.1
Source object
202441719349300004

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