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Nonprofiteer
← GOODWILL LEGACY GROUP INC

Form 990 for tax year 2023

Filed by GOODWILL LEGACY GROUP INC.

Totals

Total revenue
$181,608,333
Total expenses
$172,165,425
Contributions and grants received
$19,317,269
Grants paid
$2,044,157
Program service revenue
$146,481,764
Investment income
$578,989
Other revenue
$15,230,311
Total assets, end of year
$177,995,617
Total liabilities, end of year
$103,568,256
Net assets or fund balances, end of year
$74,427,361
Program services expenses (Part IX)
$151,854,201
Management and general expenses
$17,833,614
Fundraising expenses
$2,477,610
Program service expenses (Part III)
$151,854,201

Program services were 88.2% 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.

  • 1a · Federated campaigns

    $80,580

  • 1d · Related organizations

    $6,147,959

  • 1e · Government grants (contributions)

    $8,832,722

  • 1f · All other contributions, gifts and grants

    $4,256,008

  • 2a · Program service revenue: DONATED GOOD SALES

    total $146,481,764 · related or exempt $146,481,764

  • 3 · Investment income

    total $666,030 · excluded $666,030

  • 6a · Gross rents

    real property $100,804

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $100,804

  • 6d · Net rental income or loss

    total $100,804 · excluded $100,804

  • 7a · Gross sales of assets other than inventory

    securities $3,000,000

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

    securities $3,048,799 · other assets $38,242

  • 7c · Gain or loss

    securities -$48,799 · other assets -$38,242

  • 7d · Net gain or loss

    total -$87,041 · excluded -$87,041

  • 10a · Gross sales of inventory

    $13,372,130

  • 10b · Cost of goods sold

    $4,180,939

  • 10c · Net income from sales of inventory

    total $9,191,191 · related or exempt $9,191,191

  • 11a · Other revenue: INTERCOMPANY REVENUE

    total $2,545,038 · related or exempt $2,545,038

  • 11b · Other revenue: FOUNDATION FEES

    total $1,229,902 · related or exempt $1,229,902

  • 11c · Other revenue: CHILD CARE CENTER REVENUE

    total $1,052,720 · excluded $1,052,720

  • 11d · All other revenue

    total $1,110,656 · related or exempt $194,163 · excluded $916,493

  • 11e · Other revenue, total

    $5,938,316

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $718,589 · program services $718,589

  • 2 · Grants to domestic individuals

    total $1,325,568 · program services $1,325,568

  • 5 · Compensation of officers, directors and key employees

    total $1,681,031 · program services $1,535,377 · management and general $133,830 · fundraising $11,824

  • 7 · Other salaries and wages

    total $90,947,145 · program services $83,066,991 · management and general $7,240,472 · fundraising $639,682

  • 8 · Pension plan contributions

    total $3,293,212 · program services $2,915,609 · management and general $339,251 · fundraising $38,352

  • 9 · Other employee benefits

    total $8,838,248 · program services $7,824,847 · management and general $910,474 · fundraising $102,927

  • 10 · Payroll taxes

    total $7,014,128 · program services $6,209,882 · management and general $722,562 · fundraising $81,684

  • 11b · Fees: legal

    total $319,134 · program services $206,237 · management and general $67,380 · fundraising $45,517

  • 11c · Fees: accounting

    total $134,645 · program services $87,013 · management and general $28,428 · fundraising $19,204

  • 11g · Fees: other

    total $6,984,744 · program services $4,513,805 · management and general $1,474,722 · fundraising $996,217

  • 12 · Advertising and promotion

    total $2,238,488 · program services $1,263,809 · management and general $924,590 · fundraising $50,089

  • 13 · Office expenses

    total $6,903,370 · program services $5,224,704 · management and general $1,584,527 · fundraising $94,139

  • 14 · Information technology

    total $2,057,279 · program services $1,329,491 · management and general $434,363 · fundraising $293,425

  • 16 · Occupancy

    total $25,824,321 · program services $24,129,003 · management and general $1,656,768 · fundraising $38,550

  • 17 · Travel

    total $898,055 · program services $721,254 · management and general $173,485 · fundraising $3,316

  • 19 · Conferences, conventions and meetings

    total $723,804 · program services $642,255 · management and general $71,587 · fundraising $9,962

  • 20 · Interest

    total $794,752 · program services $3,455 · management and general $791,297

  • 22 · Depreciation, depletion and amortization

    total $6,222,448 · program services $5,669,223 · management and general $543,729 · fundraising $9,496

  • 23 · Insurance

    total $1,160,074 · program services $1,160,074

  • 24a · Other expenses: TAXES, LICENSES, PERMIT

    total $2,098,086 · program services $1,861,702 · management and general $207,508 · fundraising $28,876

  • 24b · Other expenses: VEHICLE EXPENSES

    total $816,942 · program services $656,110 · management and general $157,815 · fundraising $3,017

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $307,029 · program services $22,252 · management and general $281,142 · fundraising $3,635

  • 24d · Other expenses: UNIFORMS

    total $305,020 · program services $270,654 · management and general $34,366

  • 24e · All other expenses

    total $559,313 · program services $496,297 · management and general $55,318 · fundraising $7,698

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,761,151 · end of year $5,153,757

  • 2 · Savings and temporary cash investments

    end of year $9,391,533

  • 4 · Accounts receivable

    beginning of year $3,575,478 · end of year $5,662,875

  • 7 · Other notes and loans receivable

    beginning of year $519,485 · end of year $801,814

  • 8 · Inventories for sale or use

    beginning of year $7,421,573 · end of year $7,304,779

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,445,669 · end of year $2,024,087

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

    $210,600,520

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

    $73,691,322

  • 10c · Land, buildings and equipment, net

    beginning of year $137,183,617 · end of year $136,909,198

  • 11 · Investments: publicly traded securities

    beginning of year $5,160,340 · end of year $5,445,926

  • 14 · Intangible assets

    end of year $100,000

  • 15 · Other assets

    beginning of year $5,843,285 · end of year $5,201,648

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,811,701 · end of year $14,439,508

  • 19 · Deferred revenue

    beginning of year $253,374 · end of year $262,437

  • 23 · Secured mortgages and notes payable

    beginning of year $29,722,239 · end of year $24,903,289

  • 25 · Other liabilities

    beginning of year $65,541,514 · end of year $63,963,022

  • 27 · Net assets without donor restrictions

    beginning of year $65,581,770 · end of year $74,427,361

Mission and programs · 2023

Mission

GOODWILL OF CENTRAL AND SOUTHERN INDIANA OFFERS A VARIETY OF EMPLOYMENT, EDUCATION AND HEALTH SERVICES GEARED TOWARD HELPING INDIVIDUALS AND FAMILIES BECOME ECONOMICALLY SELF-SUFFICIENT.

Activities or mission (Part I)

[SEE SCHEDULE O]GOODWILL OF CENTRAL AND SOUTHERN INDIANA OFFERS A VARIETY OF EMPLOYMENT, EDUCATION AND HEALTH SERVICES GEARED TOWARD HELPING INDIVIDUALS AND FAMILIES BECOME ECONOMICALLY SELF-SUFFICIENT.

  • GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GCSI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE INDIANA NON-PROFIT ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION, AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL AND SOUTHERN INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA). GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS.GCSI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GCSI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 71 THRIFT STORES AND FOUR WAREHOUSE OUTLET CENTERS. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE AND HIGH-VALUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS NEARLY 3,500 INDIVIDUALS, MORE THAN 66% OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GCSI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GCSI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 300 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GCSI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S LOW-WAGE WORKERS, STUDENTS, PROGRAM PARTICIPANTS, AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GOODWILL OF CENTRAL AND SOUTHERN ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GCSI'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER EMPLOYERS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP MORE THAN 61% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 4,900 EMPLOYEES IN 2023. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS. FOR THE NEARLY 14% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2021, DESPITE THE COVID-19 PANDEMIC, GOODWILL PLACED NEARLY 1,100 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF MORE THAN FOUR PEOPLE PER WORKDAY.GWCS IS OPERATED UNDER COMMON MANAGEMENT WITH GCSI'S COMMERCIAL SERVICES OPERATIONS AND PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING BLIND OR SIGNIFICANTLY DISABLED INDIVIDUALS WITH SIGNIFICANT DISABILITIES. AT YEAR END 2023, GWCS OPERATED 10 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN CENTRAL AND SOUTHERN INDIANA AND EMPLOYED APPROXIMATELY 143 PEOPLE WITH SIGNIFICANT DISABILITIES. GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI OR GOODWILL), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. TWO EXCEL CENTERS OCCUPY SPACE OWNED BY GCSI, ONE EXCEL CENTER OCCUPIES SPACE OWNED BY GEI, AND THE OTHER EXCEL CENTERS LEASE SPACE FROM THIRD PARTIES. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY &SECURITY, INFORMATION TECHNOLOGY, FACILITIES, AND MARKETING. THE EXCEL CENTERS OPERATED IN 16 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2022-2023.THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS.SINCE INCEPTION, MORE THAN 700 STUDENTS HAVE GRADUATED FROM THE MET, AND 64% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION. THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 AND COMPLETED ITS THIRTEEN YEARS OF OPERATIONS ON JUNE 30, 2023. DUE TO THE HIGH DEMAND FOR ITS SERVICES, THE EXCEL CENTER HAS EXPANDED TO 16 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,700 STUDENTS. SINCE INCEPTION OVER 8,100 STUDENTS HAVE GRADUATED FROM THE EXCEL CENTER. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL. EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS.IN 2023, GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC., MADE GRANTS TO GCSI AND GEI FOR THE FOLLOWING PURPOSES:GCSI:-SUPPORT FOR GCSI'S MISSION ADVANCEMENT OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -IMPLEMENTATION OF A NEW E-COMMERCE MODEL IN ORDER TO GROW AND ENHANCE GOODWILL'S ONLINE RETAIL SALES.-STARTUP SUPPORT FOR A NEW MEDICAL DEVICE MANUFACTURING FACILITY THAT WILL EMPLOY UP TO 100 PEOPLE FROM A LOW-INCOME NEIGHBORHOOD IN INDIANAPOLIS.-SUPPORT FOR WORK FOCUSED ON CONNECTING MISSION AND EDUCATION PROGRAMS TO THE FUTURE OF WORK AS DEFINED BY EMPLOYERS WITH HIGH DEMAND JOBS.GEI:-SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION.-FUNDING PROVIDED TO SUPPORT MENTAL HEALTH SERVICES.

    Expenses $151,854,201 · Grants $2,044,157 · Revenue $159,642,058

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

Listed in Part VII

  • Mark Denien

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Anthony Warren

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Elaine E Bedel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brittany Blau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peggy Boehm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Claudia Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • J Scott Enright

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mark Graham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeffrey A Harrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michelle Mahaffey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael O'Connor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Don Palmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mandy Parris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jasmin Shaheed-Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jean Wojtowicz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kent Kramer

    PRESIDENT & CEO

    Total calculated
    $695,318
    From this org
    $656,026
    From related orgs
    $0
    Other
    $39,292
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $463,417
    Bonus
    $177,531
    Other
    $15,078
    Deferred
    $20,260
    Nontaxable benefits
    $19,032
    Filer's total
    $695,318

  • Daniel J Riley

    SR. VP & CFO PARTIAL TERM

    Total calculated
    $194,658
    From this org
    $174,330
    From related orgs
    $0
    Other
    $20,328
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $136,015
    Bonus
    $35,698
    Other
    $2,617
    Deferred
    $9,207
    Nontaxable benefits
    $11,121
    Filer's total
    $194,658

  • Matthew Fortney

    SR. VP ADMINISTRATION & CFO

    Total calculated
    $143,937
    From this org
    $138,809
    From related orgs
    $0
    Other
    $5,128
    Hours/week
    40 + 1 related

  • Eric Schlegel

    SR. VP RETAIL & COMMERCIAL

    Total calculated
    $326,407
    From this org
    $314,495
    From related orgs
    $0
    Other
    $11,912
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $262,996
    Bonus
    $38,122
    Other
    $13,377
    Deferred
    $10,590
    Nontaxable benefits
    $1,322
    Filer's total
    $326,407

  • Betsy Delgado

    SR. VP EDUCATION & MISSION

    Total calculated
    $320,713
    From this org
    $289,554
    From related orgs
    $0
    Other
    $31,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,129
    Bonus
    $34,888
    Other
    $2,537
    Deferred
    $12,265
    Nontaxable benefits
    $18,894
    Filer's total
    $320,713

  • Brodie Sears

    VP RETAIL, FACILITIES & REAL ESTATE

    Total calculated
    $281,058
    From this org
    $247,868
    From related orgs
    $0
    Other
    $33,190
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,569
    Bonus
    $31,252
    Other
    $13,047
    Deferred
    $14,396
    Nontaxable benefits
    $18,794
    Filer's total
    $281,058

  • Jay Lytle

    VICE PRESIDENT AND CIO

    Total calculated
    $251,976
    From this org
    $219,473
    From related orgs
    $0
    Other
    $32,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,521
    Bonus
    $27,742
    Other
    $1,210
    Deferred
    $13,732
    Nontaxable benefits
    $18,771
    Filer's total
    $251,976

  • Lisa Allen

    VP & CHIEF HR OFFICER

    Total calculated
    $223,673
    From this org
    $199,562
    From related orgs
    $0
    Other
    $24,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,458
    Bonus
    $11,842
    Other
    $1,262
    Deferred
    $12,445
    Nontaxable benefits
    $11,666
    Filer's total
    $223,673

  • Ivan Cropper

    VP MARKETING, COMM., AND CHIEF DIVERSITY OFFICER

    Total calculated
    $226,212
    From this org
    $206,397
    From related orgs
    $0
    Other
    $19,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,405
    Bonus
    $23,479
    Other
    $1,513
    Deferred
    $12,438
    Nontaxable benefits
    $7,377
    Filer's total
    $226,212

  • Rachel Eble

    SR. VP CHIEF PHILANTHROPY OFFICER

    Total calculated
    $239,207
    From this org
    $209,162
    From related orgs
    $0
    Other
    $30,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,087
    Bonus
    $33,927
    Other
    $1,148
    Deferred
    $12,821
    Nontaxable benefits
    $17,224
    Filer's total
    $239,207

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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 6a · Pay contingent on this organization's net earnings
  • 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 1A
KENT KRAMER, PRESIDENT AND CEO OF GCSI, RECEIVED CERTAIN TAXABLE GROSS-UP PAYMENTS TO COMPENSATE HIM FOR FICA LIMITS AND RETIREMENT PLAN CONTRIBUTION LIMITS.

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 RIVERVIEW PARTNERS LLC

    REAL ESTATE · IN · income $147,135 · assets $1,400,634

    Directly controlled by GOODWILL OF CENTRAL & SOUTHERN INDIANA INC

  • FISHER'S GOODWILL HOLDINGS LLC

    RENTAL REAL ESTATE · IN · assets $3,953,598

    Directly controlled by GOODWILL OF CENTRAL & SOUTHERN INDIANA INC

Provenance

Return type
form_990
Tax year
2023
Filed
11 September 2024
IRS schema version
2023v5.1
Source object
202442979349301814

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