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Nonprofiteer
← GOODWILL RETAIL SERVICES INC

Form 990 for tax year 2025

Filed by GOODWILL RETAIL SERVICES INC.

Totals

Total revenue
$224,598,805
Total expenses
$227,702,208
Contributions and grants received
$167,558,407
Grants paid
$24,462,144
Program services expenses (Part IX)
$24,462,144
Management and general expenses
$203,240,064
Fundraising expenses
$0
Program service expenses (Part III)
$24,462,144

Program services were 10.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT KLUG

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • THOMAS SAVAGE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JAMES BORRIS

    TREASURER - AS OF 02/25

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • TIMOTHY MATTKE

    TREASURER - THRU 02/25

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JACQUELINE BOWLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID MARCUS

    EX OFFICIO DIRECTOR - AS OF 02/25

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JACQUELINE HALLBERG

    PRESIDENT & CEO

    Total calculated
    $1,250,045
    From this org
    $0
    From related orgs
    $849,830
    Other
    $400,215
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,537 related
    Bonus
    $0 + $108,958 related
    Other
    $0 + $154,335 related
    Deferred
    $0 + $390,108 related
    Nontaxable benefits
    $0 + $10,107 related
    Filer's total
    $0 + $1,250,045 related

  • JEFFREY DOCALAVICH

    ASST. TREASURER

    Total calculated
    $777,870
    From this org
    $0
    From related orgs
    $525,572
    Other
    $252,298
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,805 related
    Bonus
    $0 + $62,764 related
    Other
    $0 + $73,003 related
    Deferred
    $0 + $238,281 related
    Nontaxable benefits
    $0 + $14,017 related
    Filer's total
    $0 + $777,870 related

  • SCOTT DEXTER

    CHIEF RETAIL OFFICER

    Total calculated
    $656,523
    From this org
    $423,679
    From related orgs
    $0
    Other
    $232,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,680
    Bonus
    $14,160
    Other
    $77,839
    Deferred
    $206,813
    Nontaxable benefits
    $26,031
    Filer's total
    $656,523

  • DAN MICHAEL

    VICE PRESIDENT

    Total calculated
    $478,729
    From this org
    $316,596
    From related orgs
    $0
    Other
    $162,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,973
    Bonus
    $8,646
    Other
    $59,977
    Deferred
    $136,271
    Nontaxable benefits
    $25,862
    Filer's total
    $478,729

  • JASON BURNS

    VICE PRESIDENT

    Total calculated
    $428,528
    From this org
    $290,517
    From related orgs
    $0
    Other
    $138,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,650
    Bonus
    $8,786
    Other
    $44,081
    Deferred
    $135,891
    Nontaxable benefits
    $2,120
    Filer's total
    $428,528

  • SHAWN MCCOURT

    VICE PRESIDENT

    Total calculated
    $418,811
    From this org
    $285,850
    From related orgs
    $0
    Other
    $132,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,245
    Bonus
    $7,724
    Other
    $52,881
    Deferred
    $123,825
    Nontaxable benefits
    $9,136
    Filer's total
    $418,811

  • JULIE DEMING

    DIRECTOR INVENTORY

    Total calculated
    $323,477
    From this org
    $178,622
    From related orgs
    $0
    Other
    $144,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,679
    Bonus
    $2,926
    Other
    $20,017
    Deferred
    $127,672
    Nontaxable benefits
    $17,183
    Filer's total
    $323,477

  • JAMES TIPTON

    DIRECTOR STORES

    Total calculated
    $240,113
    From this org
    $167,770
    From related orgs
    $0
    Other
    $72,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,849
    Bonus
    $2,769
    Other
    $20,152
    Deferred
    $47,207
    Nontaxable benefits
    $25,136
    Filer's total
    $240,113

  • BASIL BUCHKO

    FORMER ASST. SECRETARY

    Total calculated
    $170,000
    From this org
    $0
    From related orgs
    $170,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $170,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $170,000 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 — 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

  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 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 APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024.
PART 1, LINE 4B:
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2025 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $14,222 SCOTT DEXTER - $13,317 JASON BURNS - $23,500 SHAWN MCCOURT - $3,580
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.

Provenance

Return type
form_990
Tax year
2025
Filed
22 June 2026
IRS schema version
2025v4.2
Source object
202631769349300103

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