Form 990 for tax year 2022
Filed by GOODWILL LEGACY GROUP FOUNDATION INC.
Totals
- Total revenue
- $6,632,454
- Total expenses
- $7,375,429
- Contributions and grants received
- $6,028,751
- Grants paid
- $6,183,909
- Program service revenue
- $0
- Investment income
- $603,703
- Other revenue
- $0
- Total assets, end of year
- $66,408,208
- Total liabilities, end of year
- $4,185,265
- Net assets or fund balances, end of year
- $62,222,943
- Program services expenses (Part IX)
- $6,376,738
- Management and general expenses
- $477,382
- Fundraising expenses
- $521,309
- Program service expenses (Part III)
- $6,376,738
Program services were 86.5% 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.
-
1d · Related organizations
$3,000,000
-
1f · All other contributions, gifts and grants
$3,028,751
-
3 · Investment income
total $1,308,526 · unrelated business $21,543 · excluded $1,286,983
-
7a · Gross sales of assets other than inventory
securities $3,836,203
-
7b · Less cost or other basis and sales expenses
securities $4,541,026
-
7c · Gain or loss
securities -$704,823
-
7d · Net gain or loss
total -$704,823 · excluded -$704,823
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,183,909 · program services $6,183,909
-
7 · Other salaries and wages
total $291,232 · management and general $291,232
-
8 · Pension plan contributions
total $38,500 · management and general $38,500
-
11a · Fees: management
total $192,829 · program services $192,829
-
11b · Fees: legal
total $1,310 · management and general $1,310
-
11c · Fees: accounting
total $7,500 · management and general $7,500
-
11f · Fees: investment management
total $87,147 · management and general $87,147
-
12 · Advertising and promotion
total $8,092 · management and general $8,092
-
16 · Occupancy
total $42,665 · management and general $42,665
-
20 · Interest
total $936 · management and general $936
-
24a · Other expenses: FUNDRAISING
total $506,360 · fundraising $506,360
-
24b · Other expenses: BAD DEBT
total $9,768 · fundraising $9,768
-
24e · All other expenses
total $5,181 · fundraising $5,181
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,328,904 · end of year $7,736,888
-
3 · Pledges and grants receivable
beginning of year $4,843,240 · end of year $1,554,752
-
11 · Investments: publicly traded securities
beginning of year $54,816,193 · end of year $47,349,470
-
12 · Investments: other securities
beginning of year $11,804,179 · end of year $9,767,098
-
17 · Accounts payable and accrued expenses
beginning of year $185 · end of year $185
-
25 · Other liabilities
beginning of year $330,674 · end of year $4,185,080
-
27 · Net assets without donor restrictions
beginning of year $51,023,932 · end of year $42,388,809
-
28 · Net assets with donor restrictions
beginning of year $23,437,725 · end of year $19,834,134
Mission and programs · 2022
Mission
THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) AND GOODWILL EDUCATION INITIATIVES, INC. (GEI), TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GOODWILL'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS.
-
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).-CONTINUED ON SCHEDULE O-
Expenses $6,376,738 · Grants $6,183,909
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrew MorrisANDREW MORRIS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Karen GlaserKAREN GLASER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Chris BeanCHRIS BEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig CaldwellCRAIG CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt B CarterMATT B CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patricia CastanedaPATRICIA CASTANEDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris CockerhamCHRIS COCKERHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith FallerKEITH FALLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gwen A Fountain PhDGWEN A FOUNTAIN PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Otto N Frenzel IVOTTO N FRENZEL IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark GrahamMARK GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Dawn GriffinDAWN GRIFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C Perry Griffith IIIC PERRY GRIFFITH III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert HerzogROBERT HERZOG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth HilbrichELIZABETH HILBRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John F HirschmanJOHN F HIRSCHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt HowardMATT HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelley JacobsenKELLEY JACOBSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas A KingTHOMAS A KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob MartinsonROB MARTINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg MaurerGREG MAURER
DIRECTOR-TERM BEGAN 2022
- Total calculated
- $0
- Hours/week
- 1
-
William K McGowan JrWILLIAM K MCGOWAN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ralph MeyerRALPH MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea NeelyANDREA NEELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dewand NeelyDEWAND NEELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shiv O'NeillSHIV O'NEILL
DIRECTOR-TERM BEGAN 2022
- Total calculated
- $0
- Hours/week
- 1
-
Steven C RobinsonSTEVEN C ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Megan SavageMEGAN SAVAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne ShaneANNE SHANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lily SmithLILY SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason SpilbelerJASON SPILBELER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tony SniderTONY SNIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric StolbergERIC STOLBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fred C Tucker IIIFRED C TUCKER III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
W Michael WellsW MICHAEL WELLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Drew WhiteDREW WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Perry HinesPERRY HINES
DIRECTOR-TERM ENDED 2022
- Total calculated
- $0
- Hours/week
- 1
-
Renee MadisonRENEE MADISON
DIRECTOR-TERM ENDED 2022
- Total calculated
- $0
- Hours/week
- 1
-
Laura PickettLAURA PICKETT
DIRECTOR-TERM ENDED 2022
- Total calculated
- $0
- Hours/week
- 1
-
C Perry Griffith JrC PERRY GRIFFITH JR
DIRECTOR-TERM ENDED 2022
- Total calculated
- $0
- Hours/week
- 1
-
Kent KramerKENT KRAMER
PRESIDENT & CEO
- Total calculated
- $669,417
- From this org
- $0
- From related orgs
- $632,135
- Other
- $37,282
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $454,216 related
- Bonus
- $0 + $174,841 related
- Other
- $0 + $3,078 related
- Deferred
- $0 + $18,250 related
- Nontaxable benefits
- $0 + $19,032 related
- Filer's total
- $0 + $669,417 related
-
Daniel RileyDANIEL RILEY
SECRETARY & TREASURER
- Total calculated
- $315,826
- From this org
- $0
- From related orgs
- $268,086
- Other
- $47,740
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $228,597 related
- Bonus
- $0 + $36,270 related
- Other
- $0 + $3,219 related
- Deferred
- $0 + $32,929 related
- Nontaxable benefits
- $0 + $14,811 related
- Filer's total
- $0 + $315,826 related
-
Rachel EbleRACHEL EBLE
VP, FNDTN, & CHIEF ADVANCEMENT OFFICER
- Total calculated
- $207,454
- From this org
- $0
- From related orgs
- $179,305
- Other
- $28,149
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $154,578 related
- Bonus
- $0 + $23,827 related
- Other
- $0 + $900 related
- Deferred
- $0 + $11,044 related
- Nontaxable benefits
- $0 + $17,105 related
- Filer's total
- $0 + $207,454 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
None.
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 3
- THE FOLLOWING METHODS WERE USED BY A RELATED PARTY (GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC.) TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
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
-
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC
$6,038,728
SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE
-
GOODWILL EDUCATION INITIATIVES INC
$145,181
SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE
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.
-
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC
501(C)(3) · EMPLOYMENT & EDUCATION SERVICES FOR DISABLED & DISADVANTAGED YOUTH & ADULTS · IN
-
GOODWILL EDUCATION INITIATIVES INC
501(C)(3) · PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH & ADULTS · IN
Directly controlled by GOODWILL OF CENTRAL & SOUTHERN INDIANA INC
-
501(C)(3) · PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES · IN
Directly controlled by GOODWILL OF CENTRAL & SOUTHERN INDIANA INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349315953
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