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← GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC

Form 990 for tax year 2022

Filed by GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC.

Totals

Total revenue
$2,097,343
Total expenses
$2,097,343
Contributions and grants received
$1,725,935
Grants paid
$1,054
Program service revenue
$369,278
Investment income
$1,875
Other revenue
$255
Total assets, end of year
$1,620,934
Total liabilities, end of year
$1,620,934
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,796,218
Management and general expenses
$262,713
Fundraising expenses
$38,412
Program service expenses (Part III)
$1,796,218

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CARL VANDER WILT

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • IKE UMANNAH

    SECRETARY - AS OF 2/2022

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KAREN DUFFY

    SECRETARY - THRU 1/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TIMOTHY MATTKE

    TREASURER - AS OF 2/2022

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • IRENE SUDAC

    TREASURER - THRU 2/2022

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JOHN DZIEWA

    DIRECTOR - AS OF 2/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACQUELINE HALLBERG

    PRESIDENT & CEO

    Total calculated
    $835,903
    From this org
    $0
    From related orgs
    $803,146
    Other
    $32,757
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,844 related
    Bonus
    $0 + $240,486 related
    Other
    $0 + $9,816 related
    Deferred
    $0 + $23,650 related
    Nontaxable benefits
    $0 + $9,107 related
    Filer's total
    $0 + $835,903 related

  • JEFFREY DOCALAVICH

    ASSISTANT TREASURER

    Total calculated
    $517,811
    From this org
    $0
    From related orgs
    $478,644
    Other
    $39,167
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,556 related
    Bonus
    $0 + $123,114 related
    Other
    $0 + $1,974 related
    Deferred
    $0 + $23,650 related
    Nontaxable benefits
    $0 + $15,517 related
    Filer's total
    $0 + $517,811 related

  • BASIL BUCHKO

    ASSISTANT SECRETARY

    Total calculated
    $388,455
    From this org
    $0
    From related orgs
    $343,300
    Other
    $45,155
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,666 related
    Bonus
    $0 + $79,020 related
    Other
    $0 + $1,614 related
    Deferred
    $0 + $23,650 related
    Nontaxable benefits
    $0 + $21,505 related
    Filer's total
    $0 + $388,455 related

  • BRENDA SANDERS

    DIRECTOR

    Total calculated
    $152,135
    From this org
    $134,092
    From related orgs
    $0
    Other
    $18,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,060
    Bonus
    $21,771
    Other
    $1,261
    Deferred
    $9,968
    Nontaxable benefits
    $8,075
    Filer's total
    $152,135

  • STEVEN LOOS

    FORMER ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

    Base
    $0 + $128,936 related
    Bonus
    $0 + $216,297 related
    Other
    $0 + $1,569 related
    Deferred
    $0 + $23,650 related
    Nontaxable benefits
    $0 + $10,815 related
    Filer's total
    $0 + $381,267 related

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

  • 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, LINE 3:
COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE. 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

No itemized grants to organizations 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
28 August 2023
IRS schema version
2022v5.0
Source object
202302409349300425

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