Skip to content
Nonprofiteer
← GOODWILL INDUSTRIES OF UPSTATE MIDLANDS SOUTH CAROLINA INC

Form 990 for tax year 2022

Filed by GOODWILL INDUSTRIES OF UPSTATE MIDLANDS SOUTH CAROLINA INC.

Totals

Total revenue
$58,635,352
Total expenses
$53,193,822
Contributions and grants received
$36,855,065
Grants paid
$1,627,776
Program service revenue
$11,958,057
Investment income
$269,048
Other revenue
$9,553,182
Total assets, end of year
$106,812,426
Total liabilities, end of year
$12,651,358
Net assets or fund balances, end of year
$94,161,068
Program services expenses (Part IX)
$49,622,408
Management and general expenses
$3,143,170
Fundraising expenses
$428,244
Program service expenses (Part III)
$49,622,408

Program services were 93.3% 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.

  • 1f · All other contributions, gifts and grants

    $36,855,065

  • 1g · Noncash contributions included above

    $36,294,227

  • 2a · Program service revenue: VEHICLE AND SALVAGE SALES

    total $6,903,785 · related or exempt $6,903,785

  • 2b · Program service revenue: CAREER DEVELOPMENT

    total $4,524,487 · related or exempt $4,524,487

  • 2c · Program service revenue: CONTRACT SERVICES

    total $529,785 · related or exempt $529,785

  • 3 · Investment income

    total $292,132 · excluded $292,132

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

    securities $23,084

  • 7c · Gain or loss

    securities -$23,084

  • 7d · Net gain or loss

    total -$23,084 · excluded -$23,084

  • 8a · Fundraising events: gross income

    $19,876

  • 8b · Fundraising events: direct expenses

    $23,381

  • 8c · Net income from fundraising events

    total -$3,505 · excluded -$3,505

  • 10a · Gross sales of inventory

    $46,154,854

  • 10b · Cost of goods sold

    $36,629,572

  • 10c · Net income from sales of inventory

    total $9,525,282 · related or exempt $9,525,282

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $31,405 · excluded $31,405

  • 11e · Other revenue, total

    $31,405

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $564,034 · program services $564,034

  • 2 · Grants to domestic individuals

    total $1,063,742 · program services $1,063,742

  • 5 · Compensation of officers, directors and key employees

    total $1,527,265 · management and general $1,527,265

  • 7 · Other salaries and wages

    total $24,920,705 · program services $24,377,195 · management and general $409,665 · fundraising $133,845

  • 8 · Pension plan contributions

    total $858,539 · program services $771,514 · management and general $81,138 · fundraising $5,887

  • 9 · Other employee benefits

    total $5,078,760 · program services $4,899,181 · management and general $158,392 · fundraising $21,187

  • 10 · Payroll taxes

    total $1,780,576 · program services $1,647,119 · management and general $122,825 · fundraising $10,632

  • 11b · Fees: legal

    total $58,744 · program services $19,155 · management and general $39,589

  • 11c · Fees: accounting

    total $273,403 · program services $256,364 · management and general $17,039

  • 11e · Fees: professional fundraising services

    total $177,012 · fundraising $177,012

  • 11g · Fees: other

    total $767,991 · program services $614,175 · management and general $153,816

  • 12 · Advertising and promotion

    total $849,895 · program services $840,000 · management and general $6,712 · fundraising $3,183

  • 13 · Office expenses

    total $4,281,661 · program services $3,964,077 · management and general $309,545 · fundraising $8,039

  • 16 · Occupancy

    total $4,217,031 · program services $4,206,235 · management and general $10,796

  • 17 · Travel

    total $348,100 · program services $276,845 · management and general $61,357 · fundraising $9,898

  • 19 · Conferences, conventions and meetings

    total $126,628 · program services $84,609 · management and general $40,295 · fundraising $1,724

  • 20 · Interest

    total $160,185 · program services $156,928 · management and general $3,257

  • 22 · Depreciation, depletion and amortization

    total $3,172,279 · program services $3,146,680 · management and general $25,599

  • 23 · Insurance

    total $379,837 · program services $287,490 · management and general $92,347

  • 24a · Other expenses: SUPPLIES

    total $1,462,146 · program services $1,416,691 · management and general $36,146 · fundraising $9,309

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $729,845 · program services $710,802 · management and general $13,612 · fundraising $5,431

  • 24c · Other expenses: SPECIAL EVENTS

    total $379,105 · program services $303,233 · management and general $33,775 · fundraising $42,097

  • 24d · Other expenses: BAD DEBT

    total $16,339 · program services $16,339

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,946,584 · end of year $3,175,993

  • 2 · Savings and temporary cash investments

    beginning of year $15,338,377 · end of year $14,408,459

  • 3 · Pledges and grants receivable

    beginning of year $110,453 · end of year $105,120

  • 4 · Accounts receivable

    beginning of year $883,668 · end of year $1,355,834

  • 8 · Inventories for sale or use

    beginning of year $3,029,675 · end of year $3,208,051

  • 9 · Prepaid expenses and deferred charges

    beginning of year $781,462 · end of year $366,748

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

    $113,395,382

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

    $32,263,058

  • 10c · Land, buildings and equipment, net

    beginning of year $76,194,912 · end of year $81,132,324

  • 14 · Intangible assets

    beginning of year $217,585 · end of year $214,178

  • 15 · Other assets

    beginning of year $301,352 · end of year $2,845,719

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,715,075 · end of year $3,502,333

  • 18 · Grants payable

    beginning of year $88,953 · end of year $44,359

  • 19 · Deferred revenue

    beginning of year $277,431 · end of year $82,895

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,508,757 · end of year $3,833,757

  • 23 · Secured mortgages and notes payable

    beginning of year $3,268,047 · end of year $2,833,306

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,354,708

  • 27 · Net assets without donor restrictions

    beginning of year $87,839,337 · end of year $94,068,108

  • 28 · Net assets with donor restrictions

    beginning of year $106,468 · end of year $92,960

Mission and programs · 2022

Mission

GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SC (GIUMSC) HELPS PEOPLE BECOME INDEPENDENT THROUGH EDUCATION AND TRAINING LEADING TO EMPLOYMENT. WE SERVE 16 COUNTIES IN THE UPSTATE AND MIDLANDS OF SOUTH CAROLINA.

Activities or mission (Part I)

SELF SUFFICENCY THROUGH EMPLOYMENT: JOB SEARCH ASSISTANCE, JOB TRAINING, JOB PLACEMENT AND LONG-TERM EMPLOYMENT

  • GIUMSC OPERATES 41 RETAIL STORES AND 48 DONATION CENTERS (MOST LOCATED AT OUR RETAIL STORES). SALES FROM OUR RETAIL STORES ARE THE PRIMARY SOURCE OF INCOME FOR GIUMSC (GROSS SALES $52,434,761), ENABLING US TO PROVIDE EDUCATION AND TRAINING SERVICES FOR PEOPLE IN THE COMMUNITIES WE SERVE AND TO PLACE 6,326 PEOPLE INTO EMPLOYMENT DURING THE 2022-2023 FISCAL YEAR. OUR RETAIL STORES ALSO PLAY A KEY ROLE IN OUR MISSION AS TRAINING SITES FOR INDIVIDUALS IN GIUMSC'S TRAINING PROGRAM AND BY OFFERING LONG-TERM EMPLOYMENT OPPORTUNITIES FOR 647 INDIVIDUALS MANY OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE ORGANIZATIONAL EMPLOYMENT SERVICES (OES) INCLUDE HEALTH AND RETIREMENT BENEFITS, PERSONAL AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND POTENTIAL FOR CAREER ADVANCEMENT. ADDITIONALLY, GIUMSC SERVED 1,464,644 DONORS, RESULTING IN THE REUSE, RESALE, OR RECYCLING OF UNWANTED GOODS.

    Expenses $38,727,794 · Revenue $28,387,124

  • IN 2022/2023, CAREER DEVELOPMENT SERVICES (CDS) PROVIDED SERVICES TO 11,676 INDIVIDUALS IN OUR 16-COUNTY SERVICE AREA THROUGH OUR JOB TRAINING AND PLACEMENT PROGRAMS. OUR 23 GOODWILL JOB CONNECTIONS CONTINUED TO PROVIDE SERVICES THROUGHOUT THE PANDEMIC, INCLUDING RESUME DEVELOPMENT WORKSHOPS, JOB SEARCH AND PLACEMENT ASSISTANCE, COMPUTER TRAINING WORKSHOPS, REFERRALS TO OTHER AGENCY RESOURCES, JOB DEVELOPMENT WITH AREA EMPLOYERS, POSTING OF JOB FAIRS AND RECRUITMENT OPPORTUNITIES, JOB CANDIDATE PRESCREENING FOR EMPLOYERS, CRIMINAL BACKGROUND CHECKS AND REFERRALS TO GOODWILL TRAINING PROGRAMS. GIUMSC ALSO OFFERED SIX INDUSTRY-SPECIFIC, CERTIFIED TRAINING PROGRAMS TO JOB SEEKERS: CNA, CDL, DIGITAL SKILLS, FORKLIFT, FOOD SERVICE, AND RETAIL. EACH OF THE 11,676 PEOPLE SERVED PARTICIPATED IN AT LEAST ONE (AND GENERALLY MORE) OF THE SERVICES WE PROVIDE.

    Expenses $9,380,554 · Grants $1,627,776 · Revenue $4,524,487

  • BUSINESS SERVICES GENERATES REVENUE TO SUPPORT OUR MISSION SERVICES AND PROVIDES LONG-TERM EMPLOYMENT OPPORTUNITIES FOR GOODWILL ASSOCIATES, INCLUDING HEALTH AND RETIREMENT BENEFITS, PERSONAL AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND POTENTIAL FOR CAREER ADVANCEMENT. BUSINESS SERVICES HAS SEVERAL BUSINESS AREAS, INCLUDING: JANITORIAL AND WINDOW CLEANING SERVICES, SUB-ASSEMBLY, FOOD SERVICE, AND HOME HEALTH CARE. BUSINESS SERVICES EMPLOYED 22 PEOPLE LAST YEAR. SERVICES PROVIDED INCLUDE INSPECTIONS, FULFILLMENT, AND PACKAGING FOR CLIENTS; CLEANING SERVICES FOR BUSINESSES, MUNICIPAL, COUNTY AND STATE GOVERNMENTS; AND IN-HOME HEALTHCARE AND CAREGIVING FOR INDIVIDUALS.

    Expenses $1,514,060 · Revenue $529,785

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

Listed in Part VII

  • Jacqui Dimaggio

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Steifle

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tammie Greene

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Cox

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Frank Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynn Finley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Karen Burgess

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tony Bell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kim Mann

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Garrison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Verhonda Crawford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jenny Gonzalez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Haddon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lasenta Lewis-Ellis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chip Hunt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lacrystal Jackson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sharon Ray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ronald Rhames

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nancy Rice

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robbie Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Windsor Sherrill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Charles Weathers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Michaels

    CEO AND PRESIDENT

    Total calculated
    $465,527
    From this org
    $436,000
    From related orgs
    $0
    Other
    $29,527
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $336,000
    Bonus
    $100,000
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $9,027
    Filer's total
    $465,527

  • Andretta Robinson

    VP - FINANCE

    Total calculated
    $248,476
    From this org
    $226,775
    From related orgs
    $0
    Other
    $21,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,615
    Bonus
    $44,160
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $1,201
    Filer's total
    $248,476

  • Darren Wright

    VP - OPERATIONS (LEFT THE ORGANIZATION 2/2023)

    Total calculated
    $300,635
    From this org
    $252,137
    From related orgs
    $0
    Other
    $48,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,866
    Bonus
    $49,271
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $27,998
    Filer's total
    $300,635

  • Michael Adams

    VP - BUSINESS DEV . / GOV. RE (LEFT THE ORGANIZATI

    Total calculated
    $187,344
    From this org
    $166,177
    From related orgs
    $0
    Other
    $21,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,583
    Bonus
    $39,594
    Other
    $0
    Deferred
    $20,266
    Nontaxable benefits
    $901
    Filer's total
    $187,344

  • Rachel Putman

    VP - MISSION & PEOPLE (LEFT THE ORGANIZATION 04/20

    Total calculated
    $257,001
    From this org
    $226,656
    From related orgs
    $0
    Other
    $30,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,364
    Bonus
    $44,292
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $9,845
    Filer's total
    $257,001

  • Shaquantia McDaniels

    VP-COMMUNITY ENGAGEMENT

    Total calculated
    $219,458
    From this org
    $181,040
    From related orgs
    $0
    Other
    $38,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,000
    Bonus
    $35,040
    Other
    $0
    Deferred
    $21,253
    Nontaxable benefits
    $17,165
    Filer's total
    $219,458

  • Nathan Bland

    INTERIM VP - OPERATIONS

    Total calculated
    $150,013
    From this org
    $122,015
    From related orgs
    $0
    Other
    $27,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,199
    Bonus
    $14,816
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,998
    Filer's total
    $150,013

  • Falicia Coles

    DIRECTOR OF OPERATIONS - MIDLANDS

    Total calculated
    $128,501
    From this org
    $118,351
    From related orgs
    $0
    Other
    $10,150
    Hours/week
    40

  • Melanie Gearhart

    INTERIM VP - BUSINESS SERVICES

    Total calculated
    $115,242
    From this org
    $105,092
    From related orgs
    $0
    Other
    $10,150
    Hours/week
    40

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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 6
IF A KEY EMPLOYEE REFERENCED ON SCHEDULE J MEETS SPECIFIC CRITERIA, THEY MAY BE ELIGIBLE FOR VARIABLE COMPENSATION. HOWEVER FOR THE INDIVIDUAL TO BE ELIGIBLE, THE ORGANIZATION MUST FIRST MEET AGGRESSIVE GOALS SET FORTH IN THE EXECUTIVE INCENTIVE PLAN WHICH INCLUDE: 1.) EXPENSE: REVENUE RATIO 2.) SAFETY INCIDENT RATE 3.) STRATEGIC PLAN PERFORMANCE 4.) MISSION: PLACEMENTS 5.) MISSION: INTERNAL PROMOTIONS
PAGE 2, PART II
COMPENSATION REPORTED FOR KEY EMPLOYEES ON SCHEDULE J IS TAKEN FROM THE 2022 W2.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202401299349302950

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.