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← GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC

Form 990 for tax year 2023

Filed by GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC.

Totals

Total revenue
$1,977,936
Total expenses
$1,977,936
Contributions and grants received
$1,518,496
Grants paid
$985
Program service revenue
$455,646
Investment income
$3,277
Other revenue
$517
Total assets, end of year
$829,821
Total liabilities, end of year
$829,821
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,716,593
Management and general expenses
$224,236
Fundraising expenses
$37,107
Program service expenses (Part III)
$1,716,593

Program services were 86.8% 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 UMUNNAH

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TIMOTHY MATTKE

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JOHN DZIEWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACQUELINE HALLBERG

    PRESIDENT & CEO

    Total calculated
    $855,596
    From this org
    $0
    From related orgs
    $820,541
    Other
    $35,055
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $570,079 related
    Bonus
    $0 + $234,070 related
    Other
    $0 + $16,392 related
    Deferred
    $0 + $25,650 related
    Nontaxable benefits
    $0 + $9,405 related
    Filer's total
    $0 + $855,596 related

  • JEFFREY DOCALAVICH

    ASSISTANT TREASURER

    Total calculated
    $556,407
    From this org
    $0
    From related orgs
    $510,487
    Other
    $45,920
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,757 related
    Bonus
    $0 + $128,951 related
    Other
    $0 + $10,779 related
    Deferred
    $0 + $25,650 related
    Nontaxable benefits
    $0 + $20,270 related
    Filer's total
    $0 + $556,407 related

  • BASIL BUCHKO

    ASSISTANT SECRETARY

    Total calculated
    $408,783
    From this org
    $0
    From related orgs
    $351,216
    Other
    $57,567
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,549 related
    Bonus
    $0 + $76,173 related
    Other
    $0 + $7,494 related
    Deferred
    $0 + $25,650 related
    Nontaxable benefits
    $0 + $31,917 related
    Filer's total
    $0 + $408,783 related

  • BRENDA SANDERS

    DIRECTOR

    Total calculated
    $191,653
    From this org
    $120,696
    From related orgs
    $0
    Other
    $70,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $94,764
    Bonus
    $25,314
    Other
    $618
    Deferred
    $63,760
    Nontaxable benefits
    $7,197
    Filer's total
    $191,653

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 ON NOVEMBER 1, 2023. 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
2023
Filed
18 June 2024
IRS schema version
2023v5.1
Source object
202401719349300005

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