990 - Goodwill

Transcription

990 - Goodwill

Form
** PUBLIC DISCLOSURE COPY **
Return of Organization Exempt From Income Tax
990
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
2013
..... Do not enter Social Security numbers on this form as it may be made public.
l--'o"p"'.O:n;'t"o"P«uC;b"'iCo-I"
Department of the Treasury
Internal RsvElfltJe Service
B
OMB No. 1545-0047
Information about Form 990 and its instructions is at
and
Inspection
o
Checf( if
applicable:
INTERNATIONAL
Employer identification number
INC.
53-0196517
foreign postal code
APPII~. ~~~~~~;;;;~~~~~~~~~~m~~;-------~
D pending
lion
F Name and address of principal
SAME AS C ABOVE
i
i
1
Briefly describe the organization 's mission or most significant act ivities:
>
2
3
Number of voting members of t he governing body (Part VI, line 1a.1-.... ...... ........ .
"
4
Number of independent voting members of the goveming body ~Part- V line 1b)
~
u
c
~
c
•
~
..
.
0
~
~
~
5
Check this box .....
0
jf
the organization discontinued its operations or disposed of
6
Total number of individuals employed in calendar year 2013 (R
Total number of volunteers (estimate if necessary) ..
6
9
Contributions and grants (Part VIII , line "'" ....,,,• .
Program service revenue (Part VIII, line
32
rt~S' 2a) ... ;,,;,:,;p''''Oi,'...
~
Investment income (Part VII I, column (A),
Other revenue (Part VIII , column (A), lines 5,
I
14 Benefits paid to or for members (Part IX, rnlt'rr'~"\
:e
~
15 Salaries, other compensation,
16a Professional fund raising fees (Part
8.
.ll
17
b Total fundraising expenses (Part IX,
IX, colum n~,.-tines 5-10) .
line 11 e) ..
, line 25)
.....
804 775 •
I
Other expenses (Part IX, column (A), li nes 11 a-11 d, 11 f-24e)
16 Total expenses. Add lines 13·17 (must equal Part IX, column (A), line 25) .
I
I
accompanying schedules and statements,
on all information of which
has
Sign
Here
JIM GIBBONS, PRESIDENT AND CEO
Paid
293-2200
332001 10-29- 13
LHA For Paperwork Reduction Act Notice, see the separate instructions.
Form
(2013)
5 3 - 0 19 6 51 7
1
Pa e 2
Check if Schedule 0 contains a response or note to any line in this Part III ....................... _................................... ... ...... ...............
Briefly describe the organization's mission:
[XJ
GOODWILL WORKS TO ENHANCE THE DIGNITY AND QUALITY OF LIFE OF
INDIVIDUALS AND FAMILIES BY STRENGTHENING COMMUNITIES, ELIMINATING
BARRIERS TO OPPORTUNITY, AND HELPING PEOPLE IN NEED REACH THEIR FULL
POTENTIAL THROUGH LEARNING AND THE POWER OF WORK.
2
3
4
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990·EZ? ....... .... ......... .. ... ......... ........ ... ........ ...... ..... ...... ... .. .... ..................... ... .... ..... .........•.............
If "Ves," describe these new services on Schedule O.
Dves
[X] No
Did the organization cease conducting, or make significant changes in how it conducts, any program services?..................
If "Ves," describe these changes on Schedule O.
DVes
00 No
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue , if any, for each program service reported.
4a
) (Expenses $
18 , 439 , 9 3 2.
SPONSORED PROGRAMS & GRANTS:
(Code:
including grants of $
15 , 7 4 3 , 7 9 5. )
(Revenue $
---------- -
GOODWILL INDUSTRIES INTERNATIONAL, INC. (GIl) RECEIVES SPONSORED
PROGRAMS AND GRANTS FROM THE DEPARTMENT OF LABOR, DEPARTMENT OF JUSTICE
AND NUMEROUS PRIVATE FOUNDATIONS. GIl SUBGRANTS MOST OF THESE FUNDS TO
GOODWILL MEMBERS.
4b
FEDERAL:
DOLETA SCSEP:
FOR JULY 2012
MILLION FOR THE SENIOR CO
LOW- INCOME SENIORS WITH JOB
POSITIONS WITH THE GOAL OF
(Code:
) (Expenses $
14 , 8 3 8
5•
DIRECT SERVICES TO GOO
, GIl WAS AWARDED
1.18
OYMENT PROGRAM TO PROVIDE
CEMENT IN COMMUNITY SERVICE
PBSIDIZED EMPLOYMENT.
o, 3 5 4. ) (Revenue $
21 , 0 71 ,3 5. )
-1r---~~---
GOODWILL INDUSTRIES INT RNAT
CTIONS AS A MEMBER
DEPENDENT, COMMUNITY-BASED
ASSOCIATION, REPRESENTING
GOODWILL AGENCIES, AND PR
, SERVICES AND EXPERTISE THAT
TI ·
• EACH LOCAL GOODWILL AGENCY IS
SUPPORT THE LOCAL GOODWl
AN AUTONOMOUS MEMBER
QU TRIES INTERNATIONAL. THIS
INDEPENDENCE IS THE
GOODWILL'S SUCCESS FOR OVER 110
YEARS, AFFORDING THE L ~ L GOODWILL THE FLEXIBILITY TO RESPOND TO
COMMUNITY NEEDS AND OPPORTUNITIES.
4c
) (Expenses $
5 , 7 3 0 , 80 3. including grants of $
SUPPORT SERVICES TO GOODWILL MEMBERS:
(Code:
1 , 0 2 6 , 121. ) (Revenue $ - - - - - '1' -,-712
, 19 1. )
- - ' ' - - -- -
GOODWILL INDUSTRIES INTERNATIONAL, INC., FUNCTIONS AS A MEMBER
ASSOCIATION, REPRESENTING THE NETWORK OF INDEPENDENT, COMMUNITY-BASED
GOODWILL AGENCIES, AND PROVIDING PRODUCTS, SERVICES AND EXPERTISE THAT
SUPPORT THE LOCAL GOODWILL ORGANIZATIONS. EACH LOCAL GOODWILL AGENCY
IS AN AUTONOMOUS MEMBER OF GOODWILL INDUSTRIES INTERNATIONAL. THIS
INDEPENDENCE IS THE CORNERSTONE OF GOODWILL'S SUCCESS FOR OVER 110
YEARS, AFFORDING THE LOCAL GOODWILL THE FLEXIBILITY TO RESPOND TO
COMMUNITY NEEDS AND OPPORTUNITIES.
4d
Other program services (Describe in Schedule 0 .)
4e
Total program service expenses ~
Including granla of S
332002
10-29-13
15200408 790809 53-0196517
) (Revenue $
39,009,510.
Form 990 (2013)
SEE SCHEDULE 0 FOR CONTlNUATION(S)
2
2013.03020 GOODWILL INDUSTRIES INTERNA 53-01921
INTERNATIONAL, INC.
53-0196517
Pa e3
Yes
No
Is the organization described in section 501 (c)(3) or 494 7(a)(1) (other than a private foundation)?
X
X
1
2
3
If "Yes, " complete Schedule A .. .... ..... .. ....... .. ...... ..... ... ........ .. ...... .... ... .. ..... ..... .... ....... .... .. ........ .. .. .. .. .. .. ..... .... ... .. ... .. .. ... .. .. .... .
Is the organization required to complete Schedule B, Schedule of ContributorS? ...... .. ... .. ........ ..... .. ........ ............ ... ....... .. .... ..
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office? If "Yes," complete Schedule C, Part I .... ..... ... ........ ...... .. .. .... .... ..... .. .. ......... .. ...... .... .. ........ .... .. ......... .. .. .. .. .... .. ,
Section S01(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 (h) election in effect
3
4
during the tax year? If "Yes, " complete Schedule C, Part /I .. .... .... .. ... ........ .. .... .. .. .... ... .. .. ...... ..... ..... .. ...... .. .. .... .. .. .. ...... .. .. ... .. ..
Is the organization a section 501(c)(4), 501 (c)(5) , or 501 (c)(6) organization that receives membership dues, assessments, or
4
5
similar amounts as defined in Revenue Procedure 98·19? If "Yes, " complete Schedule C, Part Iff .. ..... ........ ... ...... ... .. .. .... ...... .
5
X
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
6
X
7
X
8
X
9
X
2
provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I
7
X
X
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part /I, .. ..... .. .. .. .... .. .. .. .......... .. .. .. ..
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, " complete
9
Schedule D, Part Iff ... ..... .. .... .. ......... ........... ..... . ,.... .. .... ... .. ...... .... ..... .......... .. ,..... .... ............. .. . ,.... ......... ........ ......... .. ,... ... .... .
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
10
If "Yes," complete Schedule D, Part IV .. .. .. ... .... .. ......... .. ... .... .... .... ..... ...... .... .... ... ... ,........ .. .......... ......... .... .... ... ...... ..... ....... .
Did the organization, directly or through a related organization, hold assets in temporarily res rfeted endowments, permanent
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
V
10
X
11a
X
11
as applicable.
b
... ......................................... ... ..... .
11b
X
11c
X
d
••••• • •••••••••• • •••• • •• •
• • ••• •
••• •••• •••• •
• 0-• • • • • • • • 0- • • • • • • •
•
omplete Schedule D, Part X .... ..•......... ..
ar include a footnote that addresses
' )? If "Yes," complete Schedule D, Part X ............
nts for the tax year? If "Yes, " complete
12a
X
11d
11e
X
11f
X
X
12a
b Was the organization included in con solidate ,
dependent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and X/I is optional .... .. .. ... .. ..
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
12b
X
X
...... ........... .. .. .. .. .... .. .. .... .. .. .
13
14a Did the organization maintain an office, employees, or agents outside of the United States? .. .. ... .... .. .... ... .... .. .. .... ... .. ...... .... .
14a
X
14b
X
15
or more? If "Yes, " complete Schedule F, Parts I and IV ....... .... .... .... ...... .. ........ .... .. ..... .. ...... ....... ....... .... .. .. . .. ... .. ...... .... ...... .. .
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If "Yes, " complete Schedule F, Parts /I and IV .... .. .... .. .. .. .. .. ...... .. ...... .. .... ....... .. .... ...... .. .... ...... ..... ... .. .. .
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
15
X
16
orfor foreign individuals? If "Yes, " complete Schedule F, Parts 11/ and IV .... .... ...... .. .. ..... ...... .... .. ...... ... .... .... .... .. .. .. .. .... ...... .. ..
16
X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11 e? If "Yes, " complete Schedule G, Part I ........ .. ...... .. .... ... .. ....... .... .......... ........ .. .... ... .... .... .. ....... .. .. .
Did the organization report more than $15,000 total at tundraising event gross income and contributions on Part VIII , lines
17
X
18
1 c and 8a? If "Yes, " complete Schedule G, Part /I .. ...... .. .... .. ....... .... .. .. .. ........... . , .. ... ...... ...... ... .... .. ......... .. .. .... ... ......... .. .. .. .. ..
Did the organization report more than $15,000 at gross income from gaming activities on Part VIII, line 9a? If "Yes,"
18
X
19
19
X
X
complete Schedule G, Part 11/ .. ..... .. .. , .. ...... .......... ......... ....... ........... .... .... .. .. ... .. ... ... .. .. ...... .. ...... . ,.. .. .................. ...... .... ....... ..
20a Did the organization operate one or more hospital facilities? If ' Yes, " complete Schedule H .. ....... .. .. ..... ......... ..... ...... .. .. .... ..
b If "Yes ' t o line 20a did the or anlzalion attach a co of its audited financial statements to this return? ....... .. ...... ,. ..... .. ... .. .
20a
20b
Form 990 (2013)
332003
10·29· 13
15200408 790809 53-0196517
3
GOODWILL INDUSTRIES INTERNATIONAL, INC.
53-0196517
Pa
Yes
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
government on Part IX, column (A), line 1? If "Yes, " complete Schedule I, Parts I and /I .... ... ..... " ..... .. " .. . """ .. .... . " .. ... " .,, .. .
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX,
21
X
22
column (A), line 2? If "Yes," complete Schedule I, Parts I and Iff " ......... .. " ." ....... ... ....... .... " ..... .. ... " .... " ... .." ... .... ..... .... ....,, "
Did the organization answer "Yes" to Part VII, Section A, line 3,4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes, " complete
22
X
ScheduleJ
23
X
24a
X
23
24a Did the organization have a tax·exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes, " answer lines 24b through 24d and complete
Schedule K. If "No", go to line 258
e4
No
b Did the organization invest any proceeds of tax·exempt bonds beyond a temporary period exception? .""" .. """ ."" " ."."" ."
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
24b
X
any tax· exempt bonds? .. .. ... ..... .... ....... ,., .. .. ........ .. ..... ', .. " .. .. " .... " ......... " ........ .. .... ,......... ........ .... .. "., .. ... .. .... .. ,.... .. ...... .. .. .. .,
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? .................... .... .... .. ..
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
24c
24d
X
X
25a
X
25b
X
26
X
27
X
28a
28b
X
X
disqualified person during the year? If "Yes," complete Schedule L, Part I .... " ...... .. " ... ... .. .......... " .. .... ........ .... ... ... .
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990·EZ? If "Yes, " complete
Schedule L, Part I
.... ..... .... ... ......... ...... ...... .. ... ................... .. ............ ... .... .... ..... .. ........ .... ... ...... .. ...... ..... ..... ..... ................ ..
26
27
contributor or employee thereof, a grant selection comm'
of any of these persons? If "Yes, " complete Schedule I..!
28
Was the organization a party to a business transactio
instructions for applicable filing thresholds, condi
kG' e
L, Part IV
.. .. .. ......... ............... .. .
Yes,
b
.r.&<.... , ........-
family member thereof) was an officer,
X
28c
29
29
X
30
contributions? If "Yes," complete Schedule ' .. , ... . .. ......... ...... .... .
Did the organization liquidate, terminate, 0 , 'ssol e and cease operations?
30
X
31
If "Yes," complete Schedule N, Part I ,." " . " .. " .. .. ... " .. " " .• " .. " "."" ". " " ." .. ",, ... .... ,.... ,., .. ,.,............... .. ... .. .. ... ... ,.. .. . ,... ..... ....
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, " complete
31
X
32
Schedule N, Part /I " ', .. ........ "., '" ....... " ., .. . " ' ,.. .. , .. , .. ". " .. .. .. .. .. ... " " " .. ", .. ."", ... .... ... ... ,... ," .. ....... , .. " ..., .. .. .. ,.. , .. .. ,.. ,.... "., ..
32
X
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
34
sections 301 ,7701·2 and 301.7701·3? If "Yes," complete Schedule R, Part I .. ... .. ....... " .... " ... .... " .. " "" " " """ ... . " ... "" ." ." .. ..
Was the organization related to any tax·exempt or taxable entity? If 'Yes, , complete Schedule R, Part /I, Iff, or IV, and
33
X
34
35a
X
X
within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V. line 2 ... .. ". ,,, .. ,, ... ,,,, .. ,, .... .. ... ,," ........ ,, .... .. ..
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non·charitable related organization?
35b
X
If "Yes," complete Schedule R, Part V, line 2 " ....... .. ... ... ..... ....... ..... .. ........ .... " ... ... ...... ." ... ...... ...... .. .. ..... .. .. ... .. ... .... ... , .. .. ... ....
36
X
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part Vi ..... .. ...... .. " ... ....
Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 band 19?
37
X
Part V, line 1 '''" .. ... .. .. ,,, .... .. , .... ,, .. ,,, ...... ....... . ,'''''' '' ,, ... . ,,.,,'',, ... '''' ... .. ,," .. . " .. .. " .. ,'''" ....... " .... .. ........ ...... .. .. .... .... " .. .. ..... .... .
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? .. ..... ........ .. .. ... .. ...... ...... ... ... " .. ....... .
b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
36
37
38
Note. All Form 990 fliers are re ulred to com lete Schedule 0 .....
.. .............................................. ........ ...... ................. " .
X
38
Form 990 (2013)
332004
10·29· 13
4
15200408 790809 53-0196517
Form 990 2013
GOODWILL INDUSTRIES INTERNATIONAL I
INC.
53-0196517
Pa
e5
Statements Regarding Other IRS Filings and Tax Compliance
D
Check if Schedule 0 contains a response or note to any line in this Part V
Yes
1a Enter the number reported in Box 3 of Form 1096. Enter ·0· if not applicable ................................ .
b Enter the number of Forms W·2G included in line 1a. Enter ·0· if not applicable ............................. .
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
No
110
o
1c
X
150
filed for the calendar year ending with or within the year covered by this return ... .. .... .. .. ..... .. .... .. ... .
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ..... ....... ... ..... .... .. .. ..
2b
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) .. ............. ... ... ... .. ... ... .
X
(gambling) winnings to prize winners? ... ... .... ... ...... ....... .... .... ....,.. .. ... .. ... ... .. ... .. ...... ................ .. ... .. .......................................
2a Enter the number of employees reported on Form W·3, Transmittal of Wage and Tax Statements,
X
X
3a Did the organization have unrelated business gross income of $1 ,000 or more during the year? ..... ....... ..... ....................... ..
b If "Yes, " has it filed a Form 990·T for this year? If "No," to line 3b, provide an explanation in Schedule 0 .. ..... ...... ..... .. ... ... .. ..
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
3a
3b
financial account in a foreign country (such as a bank account, securities account, or other financial account)? .. .. .... ...... .. .... .
b If "Yes," enter the name of the foreign country: ~
4a
X
5a
X
X
---------------------------------------------
See instructions for filing requirements for Form TO F 90·22.1, Report of Foreign Bank and Financial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ........... ...... ......... .. .... .. ..
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? .. .. ..... .. ....... .... ... .
c If "Yes, " to line 5a or 5b, did the organization file Form 8886·T? ... .. .. ...... .. .......... .. .. ... .. ... .. ......... .. ... ................ ... ... ...... ...... .. .
6a Does the organization have annual gross receipts that are normally greater than $100,000, a d did the organization solicit
any contributions that were not tax deductible as charitable contrlbuti
b If "Yes, " did the organization include with every solicitation an expre
?
5c
6a
X
6b
were not tax deductible?
Organizations that may receive deductible contributions
7
5b
a Did the organization receive a payment in excess of $75 made P"""..... ,'_ ,
b If "Yes, " did the organization notify the donor of the v I
7a
7b
X
7c
X
7e
X
X
f
g
h
8
organization, or a donor advised fund malntaine
9
Sponsoring organizations maintaining
8
or a · Ised funds.
a Did the organization make any taxable dlstrib j . s under section 4966? .. .. ....... .. ................. .................................. ),y .~ ... r9,:;.a-+-_-+-__
b Did the organization make a distribution to a donor, donor advisor, or related person? ... .... .. .. ..................................N I.~
10 Section 501(c)(7} organizations. Enter:
...
r9,:;.b-+-_-+-_-:
.. .
a Initiation fees and capital contributions included on Part VIII, line 12 ....... ..... ... ..... ... ..........NI.~
b Gross receipts, included on Form 990, Part VIII , line 12, for public use of club facilities ................ ..
11 Section 501(c)( 12) organizations. Enter:
.................................................. ...............
a Gross income from members or shareholders
NI.~
b Gross income from other sources (Do not net amounts due or paid to other sources against
...
11a
amounts due or received from them.) ....... .......................... .... .. ................................... ........... .... . L,.;.1..:..;1b::....J.._ _ _ _ _ _--l
12a Section 4947(a)(1} non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 7
1-1.:,;:2::a+_-+-__
b If "Yes," enter the amount of tax·exempt interest received or accrued during the year .. .. ..NI.~
t....:..:
12=b::....L_ __ __ _-i
...
13
Section 501(c}(29} qualified nonprofit health Insurance issuers.
Nlb ...
a Is the organization licensed to issue qualified health plans in more than one state? .. ... .. .. .... .. ... ... ..............................
Note. See the instructions for additional information the organization must report on Schedule O.
1-1.;.;3""a'-l-_-+-__
b Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans ................................................ ................. .
c Enter the amount of reserves on hand ......................................................................................... .
14a
b
148
X
14b
Form 990 (2013)
332005
10-29· 13
15200408 790809 53-0196517
5
53-0196517 Pa e6
"Yes" response to lines 2 through 7b below, and fora "No' response
'--------' to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions.
Formg90 2013
Governance, Management, and Disclosure For each
Yes
No
1a Enter the number of voting members of the governing body at the end of the tax year .. ..... .... . ...... 1---'1""a-t-______3----12
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b Enter the number of voting members included in line 1a, above, who are independent .... .. .. ..... ..... L.:1.=b-L._ _ _ _ _. .:3:. . 2: j
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? .. ..... ............ .. ........... ... ............ .... ... .................. .. ............... ... ........... ... ............. .
Did the organization delegate control over management duties customarily performed by or under the direct supervision
2
X
3
4
of officers, directors, or trustees, or key employees to a management company or other person? .... ... ...... ...... ... .. ... .. .. ...... ... ..
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .. .. ......... ..
3
4
5
Did the organization become aware during the year of a significant diversion of the organization's assets? ... .. ... ...... ............ .
5
6
X
X
X
X
7a
X
7b
X
8a
8b
X
X
6 Did the organization have members or stockholders? ....................... ............... ... ......... ..... .. ... .. ...... .... ................... ............. .
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body? .. .. ...................... .. ... .. ........ .. .. ...... .... ....... .. ..... ....... ... ................ ....... ...................... ..
b
8
a
b
9
X
9
Yes
10a
10a
X
10b
X
X
No
b
11a
11a
b
12a
128
X
12b
X
12c
13
X
14
X
a The organization's CEO, Executive Director, or top management official.. .. ....... .......... .. ...... .. .. .. ...... .. .. ....... ..... .. .. .. .. .............
15a
b Other officers or key employees of the organization .. .. .... ............ ...... ........ ......... ........ ........ .. .. .. .. .. ..... .. .. ...... ...... ... ... ............
If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions).
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
15b
X
X
............ ...... ................ ..... .................. _..
b
c Did the organization regularly and consistently
in Schedule 0 how this was done
13
14
15
Did the organization have a written whistle wer ollcy? ...................................................................................................
Did the organization have a written document
ention and destruction policy? .... ............................ ..... ................ .......... _..
Did the process for determining compensation of the following persons include a review and approval by independent
X
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
taxable entity during the year? .. .. ........... .. .. ........ .. ... ...... ......... ......... .. ......... ........... .. ... ...... ..... ... ........... .. .. ... ...... .. . .
b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exem t status with res ect to such arran ements? . ................... ..... ___ .. __ .....
. ......... .......................... ...........
16a
X
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed ~ AL
18
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990·T (Section 501 (c)(3)s only) available
, AI< , AR , CA , CT , FL , GA , HI , I L , KS , KY , MD
for public inspection. Indicate how you made these available. Check all that apply.
[XJ Own website
Another's website
[XJ Upon request
D
D
Other (explain in Schedule 0)
19
Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial
20
statements available to the public during the tax year.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ~ _ _ __
JEFFREY MCCAW - 301-530-6500
15810 INDIANOLA DRIVE, ROCKVILLE, MD 20855-2639
33200610-29.13
SEE SCHEDULE 0 FOR FULL LIST OF STATES
Form 990(2013)
6
15200408 790809 53-0196517
Fonn990 2013
' - -_ _...J
53-0196517
Pa e7
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Check if Schedule 0 contains a response or note to any line in this Part VII
Section A.
..... ._..... ...... ..... .. ... ._................... ............ .. ........... ... .. ..
D
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter ·0· in columns (D), (E), and (F) if no compensation was paid.
• List all of the organization's current key employees, if any. See instructions for definition of "key employee."
• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report·
able compensation (Box 5 of Form W·2 and/or Box 7 of Form 1099·MISC) of more than $100,000 from the organization and any related organizations.
• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations .
• List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;
and former such persons.
D
Check this box if neither the organization nor any related organization compensated !lny current officer director or trustee.
(A)
Name and Title
(8)
(C)
Position
Average
(do not check more than one
box, unless person is both an
hours per
officer and a director/trustee)
week
(list any
~
'C
hours for
0
related
ti ~
organizations g
~
below
!ti
~
line)
I~
.l:
I
.
( 1)
2.00
0.00 .
2. O ~
A. GIDGET HOPF
LARRY ISHOL
(4 )
MICHELLE BELKNAP
BOARD MEMBER/TREASURER
(5 )
CARLOS ARTOLA
BOARD MEMBER
(6 )
PHYLLIS BANDSTRA
BOARD MEMBER
(7 )
TONY BELL
BOARD MEMBER
(8 )
SUE BOHAICHUK
BOARD MEMBER
(9 )
~2\,.0
BRENDA GUMBS
BOARD MEMBER/SECRETARY
RICHARD BORER
BOARD MEMBER
(10) PHIL BOYCE
BOARD MEMBER
(11) DIANA BURLEY
BOARD MEMBER
(12) KATHY CROSBY
BOARD MEMBER
(13) LARRY DEJARNETT
BOARD MEMBER
(14) JEFFRY GOLDEN
BOARD MEMBER
(15) KARLA GRAZIER
BOARD MEMBER
(16) TERRY HAYES
BOARD MEMBER
(17) BRIAN ITZKOWITZ
BOARD MEMBER
332007 10-29·13
15200408 790809 53-0196517
~
,
~
(E)
(F)
Reportable
compensation
from related
organizations
(W·2/1099·MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
IW.2~SC)
.."
~-
O.
O.
O.
O.
O.
o.
O.
O.
O.
O.
O.
o.
O.
O.
O.
O.
O.
O.
X
O.
O.
o.
X
O.
O.
O.
X
O.
O.
O.
X
O.
O.
O.
X
O.
O.
O.
X
O.
O.
O.
X
O.
O.
o.
X
O.
O.
O.
X
O.
O.
o.
X
O.
O.
O.
X
O.
O.
1<P
0 ,
Q);eq X
'Y2.00
,!.OO ~
2.00 \
,~"'X
~ ~1T
X
I-..
':f-
~
~
~
J
~
..l
1\ - 1_<D ""
r
O/ OJb ~ ~
~
+i
I"
O.~
BOARD MEMBER/VICE CHAIR
(3 )
i ~(
;:~ I ~
BOARD MEMBER/CHAIR
(2 )
~
1
(D)
Reportable
compensation
from
the
organization
1£
I~
-,
\.,
~
) I'
~
~
•. 00
' "V·OO
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
O.
Form 990 (2013)
7
Form 990 (2013l
IPart VIII Section A. Officers
GOODWILL INDUSTRIES INT ERNATIONAL, INC.
Directors Trustees KeY' Em
(B)
(A)
Average
Name and title
hours per
week
(list any
hours for
related
organizations
below
line)
loyees and Highest Compensated Employees (continued)
(C)
(D)
(E)
Position
Reportable
Reportable
(do not check more than one
box, unless person Is both an
compensation
compensation
officer and a director/trustee)
from
from related
the
organizations
'i3
'D
organization
(W·2/1099·MISC)
ill
(W·2/1099·MISC)
ill .E
.E
:;. ~
0
(19) MICHAEL KEMPNER
BOARD MEMBER
(20 ) JIM MARTIN
BOARD MEMBER
(21) JANET MCCARTHY
BOARD MEMBER
(22 ) DONNA MILLER
BOARD MEMBER
(23 ) TOMMY MOORE
BOARD MEMBER
(24 ) ROBBIN MORTON
BOARD MEMBER
(25 ) DENNIS PASTRANA
~
'D
.s;
~
,r i
BOARD MEMBER
i
~
~
~
8~
l;l~
~S!
~~
E
~ £~ ~
/.
~(
~
~
I~
I...
I~
/')~
J
I~(~ ~ fJ
~
o. 0'4l ~ ~
': ~:,,::,:,.;~~~;;~~;;ti~~;h;;;';;;;~;;;rt·Vi~V.···.· · •••••••e~
(26 ) MICHELLE QUINTYN
BOARD MEMBER
d Total (add lines 1b and 1c) ................. ..........
2
(F)
I
~
PageS
Estimated
amount of
other
compensation
from the
organization
and related
organizations
i
2.00
0.00 X
2.00
0.00 X
2.00
0.00 X
2.00
0.00 X
2.00
0.00 X
2.00
0.00 X
2.00
0.00 X
2.00
0.00
I"
2. Q ~ .~
(lB) RONALD JOHNSON
BOARD MEMBER
53 - 0196 5 17
,
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
o.
O.
O.
O.
O.
O.
O.
O.
O.
O.
O.
o.
O.
O.
O. 395,827.
O. 395,827.
o.
~ 00,265.
. ..... ....... _ ..._'-................... ~~ ~ ,N)O,265.
Total number of individuals (including but not linllted to t~ li~ov~~ved more than $100,000 of reportable
compensatIon from the orQanlzation ~
dlre~~~key mplO~ighest
9
Yes
3
Did the organization list any former officer,
:: ::; :~~~~;;;::::::~ ~~~~: :::~~':I'-;;;;;;;;';~;';oo ~;d;;;h~;·;;;,;;;;;;;;;;;,;;;;;;j;;;;;;;;;~~;~;;;~.;;;; ·
3
4
and related organizations greater than $150,0 ' If "Yes," complete Schedule J for such individual .......................................
4
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the oraanlzation? If ' Yes • complete Schedule J for such person ................... .... .................................................
Section B. Independent Contractors
5
No
compensated employee on
X
X
5
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
t he organization . Report compensation for the caIendar year ending with or within the organization's tax year.
(A)
(B)
Name and business address
Description of services
THE ADVERTISING COUNCIL, 815 SECOND AVE,
9TH FLOOR, NEW YORK, NY 10017
~ONSULTING SERVICES
FREDERICK J. SMITH
8598 MONTPELIER WAY, SACRAMENTO, CA 95823 CONSULTING SERVICES
TANGO ANALYTICS, LLC. , 5525 NORTH
PATA ANALYTICS
MACARTHUR BLVD, STE 450, IRVING, TX 75038 $ERVICES
GILBERT EXPOSITION MANAGEMENT, INC.
~ONFERENCE
895 CEN FL PKWY, STE 100, ORLANDO, FL 32824 MANAGEMENT
CAPITOL HILL PARTNERS, LLC. , 513 CAPITOL
~OBBYING/ADVOCACY
COURT NE, SUITE 100, WASHINGTON, DC 20002 WORK
2
X
(C)
Compensation
1,049,782.
188,243.
142,585.
139,551.
120,378.
Total number of independent contractors (including but not limited to those listed above) who received more than
9
SEE PART VII, SECTION A CONTINUATION SHEETS
$100 000 of compensation from the oraanizatlon ~
Form 990 (2013)
332008
10·29·13
8
15200408 790809 53-0196517
GOODWILL INDUSTRIES INTERNATIONAL
Form 990
I
INC.
53-0196517
I Part VIII Section A. Officers. Directors Trustees Key Employees and Highest Compensated Emplo ees (continued)
(A)
IB)
IC)
Average
Position
hours
(check all that apply)
per
week
(list any
~
hours for
=
!1l
related
~
organizations
~
l'!
below
~
~
§
line)
~
~ :r ~
Name and title
!
I
'"
.. ...
'"
0
I
I
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
2.00
0.00
40.00
0.00
38.00
2.0 <4$:
(27) FRED SHELFER
BOARD MEMBER
(28) ROBERT SMITH
BOARD MEMBER
(29) LORNA UTLEY
BOARD MEMBER
(30) JEFFREY VAN DOREN
BOARD MEMBER
(31) JOHN WICKLAND
BOARD MEMBER
(32) MICHAEL WIRTH-DAVIS
BOARD MEMBER
(33) GIBBONS, JAMES
PRESIDENT & CEO
(34) KROTONSKY, STEVEN
CHIEF OPERATING OFFICER
(35) MCCAW, JEFFREY
CHIEF FINANCIAL OFFICER
(36) ZIMMER, KIMBERLY
CHIEF COMMUNICATIONS OFFICER
VP , HR & LEADERSHIP DEV
O.
O.
O.
X
O.
O.
O.
X
o.
O.
O.
X
O.
O.
O.
X
O.
O.
O.
O.
O.
X
j"'"
~
'~
-
",
~
~ ,~~ ,
~ r~!1T
I. C0
~ I~
GENERAL COUNSEL
t
iJlllt
O. 105,743.
O.
43,567.
O.
42,038.
O.
45,668.
O.
27,503.
171,631.
O.
26,691.
163,657.
O.
35,640.
X
161,910.
O.
32,030.
X
153,773.
O.
36,947.
,<It
I'
~
~
~~ II
X
<
~
~
.00
0.00
40.00
0.00
(40) MEYER, MICHAEL
VP , DONATED GOODS & RETAIL
(41) DOWNES, PAUL
VP, INFO TECHNOLOGY
Total to Part VII Section A line 1c
i
~
_~; O.
~ II '\.~-V:342.
~ ~I
~ \ ~ ~ 07 ,551.
'
40.~
~ ".# ~ ')
t195,724.
!'\...oO
1, 4 '1;)) . 'O:()?
--~O.OO
I~ ' ~5,034.
~
41L 00 if""ll i~
0.00\
187,643.
l.,r
1
.......
VP , MISSION ADVANCEMENT
(39) BRANZELLE, JUDITH
ryv·2/1099·MISC)
(W·2/1099·MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
4010].
(38) COPELAND, WEND I
IE)
Reportable
compensation
from related
organizations
f
"l1li
(37) TANNOZZINI, LUCY
(D)
Reportable
compensation
from
the
organization
'a ••••••••••••• . __ • • _ _ •••••••••••••••• "
••••••••••• • • •• • ••••••••• ' • • _ . •• _ •.
2,100,265.
395,827.
332201
05·01·1 3
15200408 790809 53-0196517
9
53-0196517
Pa
Check if Schedule 0 contains a response or note to any line in this Part VIII .................................................................. .........
.scn
1 a Federated campaigns .. ............ ... ,
b Membership dues .... ... ..... ...........,
1a
1b
=cnc(. .
c Fundraising events .... ... ..... ........ .. ..
d Related organizations ..................
e Government grants (contributions)
f All other contributions, gifts, grants, and
1c
1d
c:'"
N§
eJo
_E
a~
cn-E
SCi)...
.-"'CD
:::I.::::
similar amounts not included above ......
..0 ...
EO
I:-c
1e
13,164,497 .
1f
9,726 , 769 .
(Al
Its)
Total revenue
Related or
exempt function
revenue
54 , 375.
9
h Total. Add lines 1a·1f .............. ............. ........................ ~
~usiness Code
900099
2a MEMBERSHIP DUES
900099
b CONFERENCES , SEMINARS, AND LEARN I
I~)
Unrelated
business
revenue
e9
D
Revenu.~~~cluded
Irom lax under
sectlons
512-514
Noncash contributions Included in lines 1a-1f: $
Oc:
0'"
CD
0
'5O
"'CD
CD:::I
1J)c:
E~
c OTHER PROGRAM SERVICES
d GOODTRAK
"'CD
e,a:
900099
900099
541900
e STRATEGIC SOURCING CENTER
900099
f All other program service revenue .. ... ..........
Q Total. Add lines 2a·2f ......................... ........ .................. ~
3
Investment income (including dividends, interest, and
...
0
Q.
5
6a Gross rents
.....................
296, 9_~
b Less: rental expenses ...... ...
c Rental income or (loss) ......
d Net rental income or (loss)
'
472 , 482.
413,653.
17,971.
17,971.
,
4 ,716 , 860.
\.
13,567.
166,436,
~
A
~1,
i-
mrarhe~
J
4,689, 3'1:1. ~ 'n""
"'
9,629.
-9,348.
I
~~
~;~sgsa:~c:~:~;~~·~~~~~~i~;~·~··~~~~······ ...........
CD
:::I
c:
CD
>
CD
472,482.
413,653.
'-
,
2B). ~
(~ Securitie\
763,615.
,,~
~
...............y............... ...." ..
7 a Gross amount from sales of
assets other than inventory
b Less: cost or other basis
and sales expenses ....... ..
c Gain or (loss) ............ ........
d
8 a
including $
1,126,210.
763,615.
Il J 166,~·t--v
mr.p~Y
I '~
1
19,976,038.
1,139,777 .
~
~~;a::=~~..i~~~.~~.~~~~.~~.~~.~:~~~.~~t.~~~~.~~~~.~::,:
(i) Real
297 ,2 44,
19,976,038.
22,783,536.
other similar amounts) ...........•. ... ...... .............. ...... ........ ~
4
22,891,266.
~
-
27 ,485.
27,485.
of
contributions reported on line 1c). See
a:
...CD
Part IV, line 18
...
.c:
0
.. .. .. .
. . . . . . • ...... .
H
••• • •••• • • • •• . . . . .
a
b Less: direct expenses .... ..... ........ .. ... .. ..... . b
c Net income or (loss) from fundraising events ............... ~
9a Gross income from gaming activities. See
Part IV, line 19 ............................ .. ......... a
b Less: direct expenses ........................... b
c Net income or (loss) from gaming activities ............. .. ... ~
10 a Gross sales of inventory, less returns
and allowances ................., ..................... a
b Less: cost of goods sold
c Net income or (lOSS) from ;~·,~~ ~·j i~~~~~~;.:,.
Miscellaneous Revenue
11 a BAD DEBT EXPENSE RECOVERY
b MISCELLANEOUS REVENUE
b
................. ~
Business Code
900099
900099
c
d All other revenue
........... -.......
e Total. Add lines 11 a·11 d ... .......................................... ~
Total revenue. See instructions. ....................................... ~
12
.. ................
~
I
185,849,
185 , 849 .
3 , 844.
3 , 844,
~
33201 11
10· 29' 13
15200408 790809 53-0196517
189,693,
46,058,697,
22,769,969.
23,196.
374 ,266.
Form 990 (2013)
10
Fonn 990 (2013)
53-0196517
I Part IX I Statement of Functional Expenses
Section 501 (c)(3) and 501 (c)(4) organizations must complete all columns. All other organizations must complete column
Page
rAJ.
Check if Schedule 0 contains a response or note to anv line in this Part IX ............. ................................ ........ .........................
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VII/.
Total
1
Grants and other assistance to governments and
organizations in the United States. See Part IV, line 21
2
3
Grants and other assistance to individuals in
the United States. See Part IV, line 22 .. .......
Grants and other assistance to governments,
organizations, and individuals outSide the
United States. See Part IV, lines 15 and 16 '"
4
5
Benefits paid to or for members ...... ............ ....
Compensation of current officers, directors,
7
8
Other salaries and wages ..............................
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
9
10
11
a
b
Other employee benefits ..............................
Payroll taxes ................................................
Fees for services (non·employees):
12
13
14
15
16
17
18
19
20
21
22
23
24
1,252,597.
214,119.
31,951.
11,067,474.
9,206,120.
1,624,790.
236,564.
739,027.
1,541, 437..L
911,821.
633,380.
1,321, QJf.[..t
90,107.
187,942.
136,754.
15,540.
32,414.
19,544.
are
56,392.
56,520.
145.
4...l
33,863.
,
L'
Investment management fees .... ...............i~ rJ"
Advertising and promotion .... ............ ...... ... ..
Office expenses .... .........................................
Information technology .................................
3,
Occupancy .. ..... .............. ........... .......... ..... .
Travel ..... ....... ......... .............. .... ..... .. ........ ...
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ..... .
Interest
• •••••• • •• •
• 4 . . . . .. . . . . . .. .. .. .
. .
.
.
. ... .. .
.
.. .
.. .... .
Payments to affiliates .............. ........ .... ....... ...
Depreciation, depletion, and amortization ......
Insurance ............. ... ... ............. ...................
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses In line 24e. If line
24e amount exceeds 10% of line 25, column (A)
amount, list line 24e expenses on Schedule 0.) ...
PROFESSIONAL DUES
SEMINAR & TRAINING
c EMPLOYEE RELATIONS
d BANK SERVICE CHARGES
e All other expenses
Total functional expenses. Add lines 1 through 24e
Joint costs. Complete this line only if the organization
reported in column (8) joint costs from a combined
educational campaign and fundraising solicitation.
Check here ~
II lollowlng SOP 98·2 (Ase 958·120)
755~~.
'"
...<:;...:'1
~ IJ ,
r
33,8l.3.
J
~9"~; ~~ , ~7.
-'
56,218.
20.
28,789.
178,831.
247,234.
464.
127,996.
33,189.
1,021,582.
632,487.
878,716.
262,93T.
124,536.
222,654.
18,330.
1,475,843.
67,333.
1,438,897.
25,052.
27,450.
19,638.
9,496.
22,643.
1,014,624.
708,005.
201,928.
104,691.
371,516.
369,306.
198,522.
169,888.
64,480.
27,489.
10,966.
51,619.
-296,963.
43,065,887. 39,009,510.
-3,530.
28,657.
36,932.
40,653.
-296,963.
3,251,602.
5,740.
-23.
59.
:< ,,-
Roya';" .. .. ... ........................... ........ ...
a
b
25
26
1,498,667.
<
'-:
I~
I
27,217.
~40 .
.~'8'07 . ,.. ~ ,287.
~800. ~66,800.
,
9 Other. (If line 11g amount exceeds 10% of line 25.
column (A) amount, list line 11g expenses on Sch 0.)
expenses
27,217.
Io.i0\...2 'li .
d Lobbying ..... .. .......... .................... .... ... ..........
e Professional fundraising services. See Part IV, line 17
f
FunJ~isin9
51,000.
...
Legal .......... ... ......................................... ......
..................................................
Manag1;rent and
aeneralexpenses
expenses
51,000.
Management ........ ................. ......................
c Accounting
progra~}service
U
17,222,053. 17,222,053.
trustees, and key employees .. .. ....................
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(8) ...... .. .
6
J~Jenses
10
00 )963. Ir
r . . . . ~255.. ~
1,--- ,Il2, O:ro.
~
J 1,118,072.
.-
IJ
""
~O
,479.
~25,470.
804,775.
D
332010 10·29·13
15200408 790809 53-0196517
Form
990 (2013)
11
Form 990 (201 3)
I Part X I Balance Sheet
Check if Schedule 0 contains a response or note to any line in this Part X
53-0196517
....................................................................................... U
(A)
Beginning of year
1
Cash · non·interest·bearing ..... ................... .... .... ..... ....................... ...............
2
3
Savings and temporary cash investments ... .... .. ....... .. .... ..... ... ... ....... ...... .... .. ..
Pledges and grants receivable, net ....... ............................................ ............
4
Accounts receivable, net
5
Loans and other receivables from current and former officers, directors,
... , • • • • • • • _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
~
Paae 11
(8)
End of year
1
1,938,299.
3,204,123.
901,343.
• •• • • • _ • • • • • • • • • • • • • e o • • • • • • • • • •
2
3
4
2,303,723.
1,864,514.
835,828.
trustees, key employees, and highest compensated employees. Complete
6
Part" of Schedule L .. ... , ......... ............. ................................................ , ... . , ..
Loans and other receivables from other disqualified persons (as defined under
5
section 4958(f)(1)), persons described in section 4958(c)(3)(8), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
...
6
7
employees' ben eficiary organizations (see instr). Complete Part" of Sch L ......
II)
Q)
'"
7
8
II)
<C
Notes and loans receivable, net .. ... ... .... ..... ..... .... .. ...... ... ................ ................
Inventories for sale or use
• • • •• •• • • • • • • • • • • • •• • •• • •• •
~
• • ""
"
, . . . . . . .. . .. . . ... . · u
• • • • •• ' "
•• •• •• • • • •••
263,523.
Prepaid expenses and deferred charges .......... ... ........ ........, ........................
9
10a Land, buildings, and equipment: cost or other
14,410,198.
basis. Complete Part VI of Schedule 0 .. . .. . . .. 10a
b Less: accumulated depreciation
.... .. .. .. .. .... .
Ei. . ....I_" i
11
I,,,"m,ms . p"bl;ol, 1m''''' ''''''.;~ ........ ..... ..: ..........
12
Investments · other securities. See Part IV, line 11
Investments· program·related. See Part IV, line 11 ... ::::::: :::: .. .. . : .. ..... .. : :::: :::~
13
15
16
Intangible assets .. ........ ........ ... .. .... .. ........ ................ ~ .......... ... .."
~~
Other assets. See Part IV, line 11 ................. ... ~O ..
Total assets. Add lines 1 throuah 15 (must eaua I
ltt\ ............ ~..... ~
17
Accounts payable and accrued expenses . .. ......
14
. ............
.
~.... .... . ~.... ..
18
19
20
21
II)
ell
22
~
:ctil
:::i
23
24
Loans and other payables to current and forme 0
key employees, highest compensated ampl ee
8,429,474.
6,199,304.
10b
ers,
~irectors,
Isq ual~
8
9
10c
,J!6 ., 259,097.
11
O.
12
13
If'" -
55,000.
74,258.
31,125,117.
5,470,000.
,
O.
bl
393,119.
'1,709,635.
14
.....
15
)V
16
17
18
19
20
334,158.
8,210,894.
21,718,840.
54,375.
55,000.
69,953.
35,447,285.
5,369,998.
820,000.
673,567.
1,572, 1 76.
21
uste ,
so .
~::;~e;a:a~:~go:sS:::~~~:~ p~;~~;~~ted ·~h·i;d·~~~ld:: ::: : :::::
25
Unsecured notes and loans payabl; S ' 7 .: ed third parties ........ .............. ..
Other liabilities (including federal Income
, payables to related third
26
ScheduleD .... ....... .. .. ...... .. ..... .... ... ... ....... .. " ....... ................. .................. ......
Total liabilities. Add lines 17 throuqh 25 ...... ........ .... .... ..... ........... .... ...... , ... ...
22
23
24
parties, and other liabilities not included on lines 17·24). Complete Part X of
Organizations that follow SFAS 117 (ASe 958), check here ~
'c:"
27
iii
28
"0
29
til
III
c:
:l
LL.
...0
J!lQ)
...''""
<C
Q)
z
25
26
21,883.
8,457,624.
14,120,877.
8,174,694.
1,234,909.
27
14,479,204.
11 ,221,047.
1,289,410.
and
complete lines 27 through 29, and lines 33 and 34.
Q)
CJ
LXJ
21,883.
7,594,637.
30
31
32
33
34
Unrestricted net assets .. . . ........... .. .... ..... ...... ........ ... .... .. ..... ..... .....................
Temporarily restricted net assets ....... .. ...... ... .... ..... ...... .... ... ... .... ..... ......... ... ..
Permanently restricted net assets ..... .. .... ... ................ ... ........ ....... ...... ...... ...
Organizations that do not follow SFAS 117 (ASe 958), check here ~
and complete lines 30 through 34.
28
29
D
30
31
32
Capital stock or trust principal, or current funds ... ... ......... .... .. .... ... .. ..... ..... .. ...
Paid·in or capital surplus, or land, building, or equipment fund .. .. .............. ... ...
Retained eamings, endowment, accumulated income, or other funds ..... ...... .
Total net assets or fund balances .. ...... ... ... ... .... ... .. ... ..... .. .......... .... ....... ... .. ...
Total liabilities and net assets/fund balances .......... ........ ....... ..... ... ..... ..... .....
23,530,480.
31,125,117.
33
34
26,989,661.
35,447,285.
Form 990 (2013)
332011
10-29· 13
15200408 790809 53-0196517
12
Form990 2013
'-----'
Check if Schedule 0 contains a response or note to any line in this Part XI
1
2
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) .. ........................... .
5
6
Net unrealized gains (losses) on investments
Donated services and use of facilities
7
8
Investment expenses
10
Pa
. .. . .... ..... .......... .... .......... ..... .... ......... ....... .......... .........
3
4
9
53-0196517
e12
Reconciliation of Net Assets
2
3
4
Revenue less expenses. Subtract line 2 from line 1 ........... ...... .. ..... ... ........... ...... ...... .. .... .. ............... ... ....... .
00
46,058,697.
43,065,887.
2,992,810.
23,530,480.
428,912.
5
6
.... .... . .... ........ ... ...... .. .. ... .. ... ... ..... .. .. .... ..... ... .... .. ..... .. . .... ...... ... .... ......... .... ....... ......... t-.!.7-+_ _ _ _ _ _ _ __
.... .. .. .. ....... ................. .... ... ...... .. ............ .. ............. ............... ..
Prior period adjustments ...... ........ .... ....... ..... .... ... ...... .. ..... .. ........ ..... ..... .......... .. .... ..... ... .. .......................... . 1-.:;8-+-------::;;r:;-~r;::-~
Other changes in net assets or fund balances (explain in Schedule 0) .... .. .. ............... .. .......... .... .. ................
9
37 , 459 •
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
...... ........................ ... ............................................................... ............... ...... ... ... .. ................ ..
I Part XIII Financial Statements and Reporting
10
26,989,661.
Check if Schedule 0 contains a res onse or note to an line in this Part XII
Yes
Accounting method used to prepare the Form 990:
D
Cash
00 Accrual D
No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
2a Were the organization's financial statements compiled or reviewed by an independent accountant? ..... ......... .. ..... ... ......... ...
X
2a
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
s~rate
LJ
basis, consolidated basis, or both:
Separate basis
D
Consolidated basis
b Were the organization's financial statements audited by an indep, __.ul.lol..9.lfP
2b
X
2c
X
3a
X
3b
X
If "Yes," check a box below to indicate whether the financial latem
consolidated basis, or both:
D
Separate basis
00 Consolidated basis
c
year, explain in Schedule O.
3a
set forth in the Single Audit
b
did not undergo the required audit
Form 990 (2013)
332012
10·29·13
15200408 790809 53-0196517
13
SCHEDULE A
(Form 990 or 99O-EZ)
Internal Revenue Service
OMB No. 1545-0047
Public Charity Status and Public Support
2013
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
~ Attach to Form 990 or Form 99O-EZ.
~ Information about Schedule A (Form 990 or 99O·EZ) and its instructions is atwwwl",
Name of the organization
Open to Public
Inspection
I Part I I
53-0196517
Reason for Public Charity status (All organizations must complete this part_) See instructions_
city. and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part II.)
6
D
A federal, state, or local govemment or govemmental unit described in section 170(b)(1)(A)(v).
7
[XJ
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section 170(b)(1)(A){vi). (Complete Part 11.)
8
9
D
D
A community trust described in section 170(b)(1)(A){vi). (Complete Part II.)
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511
) from businesse
c lJired by the organization after June 30, 1975_
See section 509(a)(2). (Complete Part IlL)
10
11
D
D
An organization organized and operated exclusively for
more publicly supported organizations described In.JfV',,"'''__
e functions of, or to carry out the purposes of one or
a)(2). See section 509(a)(3). Check the box that
describes the type of supporting organization a d
a
e
D
D
Type I
b
0
d
Type II
D
Type III - Non·functionally integrated
By checking this box, I certify that the org
foundation managers and other than 0
If the organization received a written del
D
supporting organization, check this box
9
Yes
h
No
Provide the following information about t
(i) Name of supported
organization
(ii)EIN
(vi) Is the
iv) Is the organization (v) Did you notify the
(vii) Amount 01 monetary
organization in col.
(described on lines 1·9 n col. (i) listed in your organization in col. (i) organized In the
support
above or IRe section governing document? (I) of your support?
U.S.?
(see instructions))
No
Yes
No
Yes
No
Yes
(iii) Type of organization
Total
LHA For Paperwork Reduction Act Notice, see the Instructions for
Schedule A (Form 990 or 99O-EZ) 2013
Form 990 or 99O-EZ.
332021
09-25-13
15200408 790809 53-0196517
14
(Complete only if you checked the box on line 5,7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or liscal year beginning in) ~
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants. ")
c 2011
f Total
r-~~~---r~~~~~--~~~--~~~~=--4--~~~--4-~~~~--
19,025,069.
33,407,624.
31,910,626 .
28,225 , 490 .
22 , 891,265 .
135 , 460,074,
19,025,069.
33,407,624.
31,910,626.
28,225,490.
22,891,265 ,
135,460,074.
2 Tax revenues levied for the organ·
ization's benefit and either paid to
or expended on its behalf ... .... ... ..
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge
4 Total. Add lines 1 through 3 ... ... . ..
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
6 Public su
ort.
15 , 322,293.
120 , 137 , 781.
Subtract line 5 from llno 4.
Section B. Total Support
Calendar year (or Iiscal year beginning in) ~
7 Amounts from line 4 ............. ........
8 Gross income from interest,
dividends, payments received on
f Total
r-~~~~~~~~~~r-~~~~~--~~~~r-~~~~-r~~~~~
135,460,074.
securities loans, rents , royalties
and income from similar sources
9 Net income from unrelated business
463,680.
2,571,297.
activities, whether or not the
business is regularly carried on ...
10 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.) .. ..... .. . ..
11 Total support. Add lines 7 through 10
5,701. 189,693. 240,417.
13 8 , 271 , 78 8 •
L..,;,;12~___1_0_2-,-,_
6_2_2-,,_7_6_9_.
12 Gross receipts from related activities, etc. (see
13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
D
14 Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) ...... ........ ....... ....... .. ..... .
8 .89
68
%
91.
15 Public support percentage from 2012 Schedule A, Part II, line 14 .. .... .. .. ... .. ... .. ....... ... .. ... .. ...... .. ... ..... .. ....... .
16a 33 1/3% support test - 2013. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and
stop here. The organization qualifies as a publicly supported organization .......... .. ...... .. ......... .. .. ... ...... ... .. ... ...... ... .. .. ........ ... .. .. .......... ..
b 33 1/3% support test - 2012. If the organization did not check a box on lin~ 13 or 16a, and line 15 is 331/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .. .. ..... .... .... .. ...... .... .. ....... ............ .. .. .......... ... .. .... ...........
17a 10% -facts-and-circumstances test - 2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
%
~ [XJ
~D
and if the organization meets the "facts·and·circumstances" test, check this box and stop here. Explain in Part IV how the organization
meets the "facts·and·circumstances" test. The organization qualifies as a publicly supported organization .............. ....... ........... ............ .
b 10% -facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the "facts·and·circumstances" test, check this box and stop here. Explain in Part IV how the
organization meets the "facts·and·circumstances" test. The organization qualifies as a publicly supported organization ........................ ~
18 Private foundation. If the organization did not check a box on line 13. 16a, 16b, 17a, or 17b, check this box and see instructions ......... ~
D
D
332022
09· 25· 13
15200408 790809 53-0196517
15
Pa e3
rgamzatlons
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part .IL)
Section A. Public Support
Calendar year (or fiscal year beginning in) ~
(a) 2009
(b12010
(c12011
(d12012
(e12013
. (fjTotal
leI 2013
(f)Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ......
2 Gross receipts from admissions,
merchandise sold or services per·
formed, or facilities furnished in
any activity that is related to the
organization's tax·exempt purpose
3 Gross receipts from activities that
are not an unrelated trade or bus·
iness under section 513 .... ...........
4 Tax revenues levied for the organ·
ization's benefit and either paid to
or expended on its behalf ...........
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge ...
6 Total. Add lines 1 through 5 .........
7a Amounts included on lines 1,2, and
3 received from disqualified persons
b Amounts Included on lines 2 and 3 received
from other than disqualified persons that
exceed the grealer of $5,000 or 1% of the
amount on line 13 for Ihe year ...... . ... . .. . .. ..
c Add lines 7a and 7b ... , ................ ,
8 Public support fSlIbI" tllin. 7. from liM 6.\
Section B. Total Support
Calendar year (or fiscal year beginning In) ~
9 Amounts from line 6 .......... ..... ......
10a Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources . ..
b Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30,1975 ............
~.
'-.( J ../1 K/
rID..V -~~
,-.."-/
1'--'"\
,.., ,...,. \. J -..l
(a)~~
~
(b~01O~
,f}Jr .
....
Q'
r"-/
(c):~
."V
•
(d) 2012
I O~
"- IJ
c Add lines 10a and 10b ........ ... .....
Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on ..... ........... .....
12 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.) ........ .. ..
13 Total support. (Add lines 9, 10c, 11, and 12.)
11
14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization,
check this box and stop here ............. ,_ .................................. ................................. ................_............. ............... .......... .. .. ......... ......
Section C. Computation of Public Sup ort Percenta e
~D
15 Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f) ... .. ................ .. .............
16 Public su ort ercenta e from 2012 Schedule A Part III line 15 ............ ............ ".. ................................
Section D. Computation of Investment Income Percenta e
%
%
17 Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)
%
........................
18 Investment income percentage from 2012 Schedule A, Part III, line 17 .......................................... ............
19a 33 1/3% support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% , and line 17 is not
%
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .. .. ..... ...... ..... .. ... ..... ~
b 33 1/3% supporttests - 2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and
line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... ."..... ~
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..
~. ~
332023 09·25-13
D
D
m
15200408 790809 53-0196517
................
D
16
Schedule A Form 990 or 990·
2013
GOODWILL INDUSTRIES INTERNATIONAL, INC. 53-0196517
Pa e 4
'--_---' Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12.
Also complete this part for any additional information. (See Instructions).
SCHEDULE A, PART II, LINE 10 , EXPLANATION FOR OTHER INCOME:
MISCELLANEOUS INCOME
2009 AMOUNT: $
16,325.
2010 AMOUNT: $
16,325.
2011 AMOUNT: $
12,373.
2012 AMOUNT: $
5,701.
2013 AMOUNT: $
3,844.
BAD DEBT EXPENSE RECOVERY
2009 AMOUNT: $
o.
2010 AMOUNT: $
O.
2011 AMOUNT: $
O.
2012 AMOUNT: $
O.
2013 AMOUNT: $
185 , 849.
332024 09-25- 13
15200408 790809 53-0196517
17
** PUBLIC DISCLOSURE COPY **
Schedule B
Schedule of Contributors
(Form 990, 99O-EZ,
or 99O-PF)
OMS No. 1545-0047
~ Attach to Form 990, Form 99O-EZ, or Form 99O-PF.
~ Information about Schedule B (Form 990, 99O-EZ, or 99O-PF) and
its instructions is at wWWJrs.flOYlform990 •
2013
53-0196517
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
[XJ
501(c)(
D
4947(a)(1) nonexempt charitable trust not treated as a private foundation
D
527 political organization
D
501 (c)(3) exempt private foundation
D
4947(a)(1) nonexempt charitable trust treated as a private foundation
D
501 (c)(3) taxable private foundation
Form 990-PF
3) (enter number) organization
D
5,000 or more (in money or property) from anyone
contributor. Complete Parts I and II.
Special Rules
[X]
For a section 501 (c)(3) organization filing Form
/3% support test of the regulations under sections
509(a)(1) and 170(b)(1 )(A)(vi) and received fro
g the year, a contribution of the greater of (1) $5,000 or (2) 2%
of the amount on (i) Form 990, Part VIII,
D
filing Form 990 or 990-EZ that received from anyone contributor, during the year,
total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
D
For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor, during the year,
contributions for use exclusively for religious, charitable, etc_, purposes, but these contributions did not total to more than $1,000.
If this box is checked, enter here the total contributions that were received during the year for an eXClusively religious, charitable, etc_,
purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively
religious, charitable, etc., contributions of $5,000 or more during the year
_.......____ ....... ....... ____ .. _.. __ ........ _.... _ ~ $ _ _ _ _ _ _ __
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule 8 (Form 990, 990-EZ, or 990-PF),
but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to
certify that it does not meet the filing requirements of Schedule 8 (Form 990, 990-EZ, or 990-PF)_
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 99O-EZ, or 99O-PF.
323451
10-24-13
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Schedule B (Form 990, 990·EZ, or 990·PF) (2013)
Page
Name of organization
Part I
(a)
No.
Contributors
2
53-0196517
(see instructions). Use duplicate copies of Part Ilf additional space is needed.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
1
$
(a)
(b)
No.
1,833,801.
----~--~-----
(c)
Total contributions
2
$
11,303,395.
(d)
Type of contribution
Person
Payroll
Noncash
[X]
D
D
(Complete Part II for
noncash contributions.)
(d)
Person
Payroll
Noncash
[X]
D
D
(a)
No.
(b)
(c)
3
7,716,169.
(d)
Person
Payroll
Noncash
[X]
D
D
(c)
Total contributions
(a)
No.
4
$
(a)
No.
(b)
500,000.
--------~-----
(c)
Total contributions
$-------(a)
No.
(b)
(c)
Total contributions
$_-----323452 10·24·13
15200408 790809 53-0196517
(d)
Person
Payroll
Noncash
00
D
D
(d)
Person
Payroll
Noncash
D
D
D
(d)
Person
Payroll
Noncash
D
D
D
Schedule B (Form 990, 99o-EZ, or 990-PF) (2013)
19
Page 3
Schedule B (Form 990, 990·EZ, or 990·PF) (2013)
Part II
Noncash Property
53-0196517
(see instructions). Use duplicate copies of Part II if additional space Is needed.
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$_--- -- (a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
(a)
No.
from
Part I
(c)
(b)
Description of noncash proper
(a)
(c)
FMV (or estimate)
(see instructions)
No.
from
Part I
(d)
Date received
(d)
Date received
(d)
Date received
$_-----(a)
No.
from
(c)
FMV (or estimate)
(see instructions)
(b)
Part I
(d)
Date received
$_-----(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
(d)
Date received
$
323453 10·24- 13
15200408 790809 53-0196517
Schedule B (Form 990, 99HZ, or 990-PF) (2013)
20
Page 4
Employer Identification number
Schedule B (Form 990, 990·EZ, or 990,PF) (2013)
se uDlicate copies of Part III If additional space Is needed.
(a) No.
from
Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
--(e) Transfer of gift
Transferee's name address, and ZIP + 4
(a) No.
from
Part I
(b) Purpose of gift
...
Transferee's name address, and
r
",,-
~
'X
.~
"
J
,~
r-
9:J
'V,."
...
"
~
~
-'-
1
'1"""
Y
,
:~
~
\.
:"'"
(b) Purpose of gift
""
V "
~
,
~
~
r'-'
-.I
..
Relationship of transferor to transferee
""
"
r~UC)U~~)'
, ,.....
---
(c) Use of gift
---
(a) No.
from
Part I
"
I
'-J
(e) Transfer of gift
Transferee's name address and ZIP + 4
(~No.
from
Part I
(b) Purpose of gift
(c) Use of gift
--(e) Transfer of gift
Transferee's name address and ZIP + 4
323454 10-24-13
15200408 790809 53-0196517
Schedule B (Form 990, 99o-EZ, or 990-PF) (2013)
21
SCHEDULE C
Political Campaign and Lobbying Activities
OMB No. 1545-0047
2013
For Organizations Exempt From Income Tax Under section 501(c) and section 527
~ Complete if the organization is described below. ~ Attach to Form 990 or Form 99O-EZ.
~ See separate instructions. ~ Information about Schedule C (Form 990 or 99O-EZ) and its
instructions is at
Open to Public
Inspection
If the organization answered "Ves," to Form 990, Part IV, line 3, or Form 99O-EZ, Part V, line 46 (Political Campaign Activities), then
• Section 501 (c)(3) organizations: Complete Parts I·A and B. Do not complete Part I·C.
• Section 501 (c) (other than section 501 (c)(3)) organizations: Complete Parts I·A and C below. Do not complete Part I·B.
• Section 527 organizations: Complete Part I·A only.
If the organization answered "Ves," to Form 990, Part IV, line 4, or Form 99O-EZ, Part VI, line 47 (Lobbying Activities), then
• Section 501 (c)(3) organizations that have filed Form 5768 (election under section 501 (h)): Complete Part IIA Do not complete Part II·B.
• Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501 (h)): Complete Part II·B. Do not complete Part IIA
If the organization answered "Ves," to Form 990, Part IV, line 5 (Proxy Tax) or Form 99O-EZ, Part V, line 35c (Proxy Tax), then
• Section 501 c 4- 5 or 6 or anlzations: Com lete Part III.
GOODWILL INDUSTRIES
INC.
or
IS
53-0196517
a section
1 Provide a description of the organization's direct and indirect political campaign activities in Part IV.
2 Political expenditures ..... ..... ....... ....... ... ............... ................................... ... ..... ......................................... ...... ~ $ _ _ _ __ _ _ _ __
3 Volunteer hours
................... ~$ ------
........................... ~ $ -
-.---.---..--.,.--D
ves
D
No
D
ves
D
No
D
ves
DNo
2
3
4
5
m,d. p"m,ots. Foe ,,'" 0'9M"'~0 I.:~
""""0' p,'d
·
, 1;!I09 0'9"''''''00', fuod,. AI,o ,",,, 'h, ''''',,' 01
po"'.
contributions received that were promptly
dire ·tly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional
e is needed, provide information in Part IV.
(a) Name
(b) Address
(c)EIN
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 99O-EZ.
(d) Amount paid from
(e) Amount of political
contributions received and
filing organization 's
promptly and directly
funds . If none, enter ·0·.
delivered to a separate
political organization.
If none, enter ·0·.
Schedule C (Form 990 or 99O-EZ) 2013
LHA
332041
11-08· 13
15200408 790809 53-0196517
22
A Check
B Check
if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
~
expenses, and share of excess lobbying expenditures).
D
If the filin or anization checked box A and "limited control '
rovlsions a
(a) Filing
organization's
totals
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
1 a Total lobbying expenditures to influence public opinion (grass roots lobbying) .... ... .. ... .. .............. ..
b Total lobbying expenditures to influence a legislative body (direct lobbying) .. ..... ... .............. .... .... .
c Total lobbying expenditures (add lines 1a and 1 b) .... .. .... ......... ... ... ... ... ....... ...... .... .... .. .. .. .. .......... ..
d Other exempt purpose expenditures
.... .... . _.... _.. .. .. .. .. .... .. ... ... ... .... .. ... ...... ... ... .. .. .... .. .... .. .. .... ..... ..
e Total exempt purpose expenditures (add lines 1c and 1d) ..... .. ... ... ... ... .. .... .. ...... ........ ... .... .......... _.
Lobb In nontaxable amount. Enter the amount from the followln table In both columns.
(b) Affiliated group
totals
129, 71.
296,042.
425,513.
52,932,252.
53,357,765.
1,000,000.
If the amount on line 1e, column (a) or (b) is:
Not over $500,000
20% of the amount on line 1e.
Over $500.000 but not over $1 ,000,000
$100 000 Ius 15% of the excess over $500,000.
Over $1 ,000,000 but not over $1 ,500,000
$175000 Ius 10% of the excess over $1 ,000,000
Over $1 ,500,000 but not over $17,000,000
$225,000 Ius 5% of the excess over $1 ,500,000.
Over $17 000 000
$1000000.
250,000.
g Grassroots nontaxable amount (enter 25% of line 1f)
o.
o.
h Subtract line 1 g from line 1 a. If zero or less, enter -0Subtract line 1f from line 1 c. If zero or less, enter -0- ............ ...... ..
If there is an amount other than zero on either line 1h or line
...
• did
.. .... .... .. ....... ..
section 4911 tax for this ear?
D
Yes
DNo
4-Year A
Calendar year
(or fiscal year beginning in)
(d) 2013
1,000,000. 1,000,000. 4,000 , 000.
2a Lobb in nontaxable amount
b Lobbying ceiling amount
(150% of line 2a, column(e))
d Grassroots nontaxable amount
(e) Total
6,000,000.
365,373,
448,701.
488,738.
425,513. 1,728,325.
250,000.
250,000.
250,000.
250,000. 1,000,000.
e Grassroots ceiling amount
(1 50% of line 2d, column (e))
1,500,000.
93,518.
62,048.
131,500.
129,471.
416,537.
332042
11-08-13
15200408 790809 53-0196517
23
(a)
For each "Yes," response to lines 1a through 1i below, provide in Part IVa detailed description
of the lobbying activity.
Yes
(b)
No
Amount
During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
a Volunteers? ... ... .... ....... .............. ......... ..... ... ..... .. ... .. ... .. ...•... ..•.... ........... ............ ... .... .... ... ..
b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ...
c Media advertisements? .. ..... .. ...... .... .. ... .. .... .... .... ... ...... .... .... ....... .. ... .... .......... .... ............. .•.. ... ......
d Mailings to members, legislators, or the public? ............ ...... .. ........... ........ ..•..... .... ........ .... .. .. ..... .. .
e Publications, or published or broadcast statements?
........ ...... ....... ... ......... .. ... .... ..... ....... .. ........ ..
Grants to other organizations for lobbying purposes? ... .. .. .... ..... ..... .... .... .......... ... .. .. ... .. .. ........ ... . .
9 Direct contact with legislators, their staffs, government officials, or a legislative body? ... .. .... ...... .. .
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ....... ... ..
Other activities?
........ ...... ..... ..... ...... .... ....... .. ...... ...... ......... ..................... ... ... .... .. ..... ... .............. .
Total. Add lines 1 c through 1 i .... .... .... .. .... ..... .... ... ......... ...... .. ..... .... ...... ...... ...... ...... ... .. .. .. ... ........ ..
2a Did the activities in line 1 cause the organization to be not described in section 501 (c)(3)? .. ........ ..
b If "Yes," enter the amount of any tax incurred under section 4912 .... ......... .. ..... .... .. .... .... ..... ....... .
Yes
2
No
2
ear? ..................... ......
3
4), section 501 (c)(5), or section
wered "No," OR (b) Part III-A, line 3, is
1
2
expenses for which the section 527(f) tax wa
a Current year ............... .. ........ ... ..............
3
4
2a
.. ... .
..... . ....... ............................. ..... ............................ .. .. .............. ...... ..
2b
c Total .... .... .. ... .... ... ...... ... .. ........... .... .. .... ......... ..... .......... .............. .... ........ ........ ........... .... .............. ..................... .
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues ..... .. ... ... .. .... ... ..
2c
b Carryover from last year
...... .......... .. ....... .
3
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
4
5
Provide the descriptions required for Part I·A, line 1; Part 1·8, line 4; Part I·C, line 5; Part /I·A (affiliated group list); Part /I·A, line 2; and Part /1·8, line 1.
Also, complete this part for any additional information .
332043
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15200408 790809 53-0196517
24
(Form 990)
Dep artment of the Treasury
IrUe(~a, Revenue Service
OMS No. 1545-0047
Supplemental Financial Statements
SCHEDULE 0
2013
~ Complete if the organization answered "Ves," to Form 990,
Part IV, line 6, 7, 8, 9, 10, lla, l1b, 11c, 11d, 11e, 11f, 12a, or 12b.
.. Attach to Form 990.
.. Information about Schedule 0 (Form 990) and its Instructions is at l V WW If'<:
Open to Public
Inspection
GOODWILL INDUSTRIES INTERNATIONAL , INC.
I Part I I
53-0196517
Organizations Maintaining Donor Advised Funds or Other Similar Funds or AccountS.Complete if the
organization answered "Ves" to Form 990 , Part IV, line 6
(a) Donor advised funds
1
2
3
4
5
(b) Funds and other accounts
Total number at end of year .... ... .... .. .... ...... ,.....................
Aggregate contributions to (during year) ...... ...... -. _.- .......
Aggregate grants from (during year)
.. .... ......................
.~
Aggregate value at end of year ............. ....................... , ..
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization 's property, subject to the organization's exclusive legal control? " " "" """ " " "" " " " " ,,, ,, ,,,,,,,,,,,,,,,,,,,
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
D
Ves
DNo
1m ermissible rivate benefit? ..... .. ... ... .. .......... " ................. ................ .. .................. .................... ............. ...... ........ .....
Part II
Conservation Easements. Complete if the organization answered "Ves" to Form 990, Part IV, line 7.
D
Ves
D
6
P~ose(s)
U
o
2
of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
D
No
D
D
Preservation of open space
Complete lines 2a through 2d if the organization held a qualified cont::atifiJ1
day of the tax year.
,'-'
Preservation of an historically important land area
Preservation of a certified historic structure
contr~~
~
e
rm of a conservation easement on the last
Held at the End 01 the Tax Year
a Total number of conservation easements
b Total acreage restricted by conservation easements
d Number of conservation easements included I
3
2a
..
2b
2c
qui
listed in the National Register ........ ............ .... .. ...................... .
Number of conservation easements modified,
year~ _ __ __ _
2d
4
5
D
DNo
6
7
...................................................................
Ves
violations, and enforcement of the conservation se e
Staff and volunteer hours devoted to moni .
n · ecting, and en
conservation easements during the year ~
Amount of expenses incurred in monltorin
sp ting, and enforcing conservation easements during the year ~ $ _ _ _ _ __
8
Does each conservation easement reported 0
9
DNo
and section 170(h)(4)(8)(ii)? .. ......... ..... .. ..... ............. ...... ... ........ ......... .. ... ... ......... .... ...... ... ....... ..... .. ................................ DYes
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
e 2(d) above satisfy the requirements of section 170(h)(4)(8)(i)
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
I
conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Ves" to Form 990, Part IV, line 8.
I
1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research In furtherance of public service, provide the following amounts
relating to these items:
2
(i) Revenues included in Form 990, Part VIII, line 1 ... .. ........ .. .. .. .... .. .. .. ... .. .. ... .......... ..... .. ... ... ... .... ... ........ .. .. ~ $ _ _ _ _ _ _ _ _ __
(ii) Assets included in Form 990, Part X ...... ... .. .................... .. ........... .. .... .. .... ... ... ....... ...... .. .. .... ................ ~ $ _ _ _ _ _ _ _ _ __
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII, line 1 ......... .. ... ................. .... ......... .. ....... .. ....................... .. ...... .. .. .. $ _ _ __ _ _ __ _ _
b Assets included in Form 990, Part X
........ .. ........... ... .. .. .... ...... ... .. ............ ......... ...... .... ..... ..... ..... .. .......... .. .. ~ $ _ _ __ _ _ __ __
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule 0 (Form 990) 2013
332051
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25
ScheduleD Form 990 2013
53-0196517
Pa e 2
Or anizations Maintainin Collections of Art, Historical Treasures or Other Similar AssetS(contlnued)
3
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
a
D
Public exhibition
b
0
Scholarly research
D
Preservation for future generations
c
4
5
d
e
D
D
Loan or exchange programs
Other _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as art of the or anization 's collection? . .... ...... ... ... ..... ... .... .. ... ..
Part IV
Escrow and Custodial Arrangements.
DYes
0
No
0
No
U
No
Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21 .
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X? .. ..... ..... .............. .... .. ... ..... ........ ......•.•...... ... ............. ... ...... ..... ........ ..... ..... .. .. ... ......... ... ... .... .......... DYes
b If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance .... ..... •.•...... .... ................ ..... ... ......................... .. ............................. .•.................... .. ...
1c
d Additions during the year .. ........ ..•........... .. .. ...... ... ..... ...... ............... ...... ........ .. ...... ............•....•..... ....... .....
1d
..... ........... ...... ..... .... .................. ... ........................ .... .. ............... ................ .
1e
Ending balance ...... ... ....... .... .. ..... .. .... ........ .. ... .. _.............. .............. .. .... ...... .......... ,...... .......... ................ .
11
e Distributions during the year
2a
UVes
0
d Three years back
e Four years back
1,391,904.
1a Beginning of year balance
1 ,27 3 , 372 .
b Contributions ...... .... .... ..... ...... .... ...... ..... . .
15,445.
11,049.
143,593.
c Net investment earnings, gains, and losses t------:#"I-::->I~-----"k---if7_------'----t-------'----t-----=--d Grants or scholarships ...... .... .... .. ...... ... . .
e Other expenditures for facilities
28,378 .
32,771.
25,061.
and programs .... ..... ... ..•.. .•.... .......... ... '"
Admin~tr~~eexpenses .... ..... .... ...... ..... ~~~~~~~~~~~~~~~~~~~~~~_~~~~~~_~~~~~
1,370,182.
9 End of year balance
2
.. ... ....•.. .... .... ...... .. ..
Provide the estimated percentage of the current
1 , 391 , 904.
a Board designated or quasi·endowment ~
b Permanent endowment ~
17 •30
c Temporarily restricted endowment ~
82 .
-.....;...-=-~......-4Ir=P-:.-.
The percentages in lines 2a, 2b, and 2c shnr.flrfli"" l'JiL
3a Are there endowment funds not in the pos
~f
the organization that are held and administered for the organization
by:
Yes
(i) unrelated organizations ...... ... .... ... ..... ... .... ..... ......... .. ........ ... ...... .... ..... ... .. .......... ........ ......................... ......................... .
(ii) related organizations .. ..... ....... ... ..... .... ... ..... .. .... .. .... ... .... ...... .. .... ... ........... ................................. .... ........ ... ...... ............ ..
b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? ..... ........... .................... ,... ...... ... .... ........... ..
No
x
x
3b
Complete if the organizatIon answered "Yes" to Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.
Description of property
1a Land
............................................................
b Buildings ......... .... ...... ... .... ..... .......... ............ .
c Leasehold improvements ..............................
d Equipment
....................................................
e Other .......... ................... .. .............. ...... .... .....
(a) Cost or other
basis (investment)
(b) Cost or other
basis (other)
(c) Accumulated
depreciation
1,500,000.
7,764,526.
397,902.
4,687,770.
60,000.
2,753,840.
104,5313,340,933.
Total. Add lines 1 a through 1e. (Column (d) must equal Form 990, Part X. columnJB), line 10(c).) ....... _........... ..
.... ...
~
(d) Book value
1,500 , 000.
5,010,686.
293,3711,346,837.
60 , 000.
8,210,894.
Schedule D (Form 990) 2013
332052
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15200408 790809 53-0196517
26
5 3 - 0 19 6 51 7
Pa e 3
Complete if the organ ization answered "Yes" to Form 990 , Part IV line 11b See Form 990 , Part X, line 12
(a) Descrlplion of security or category (including name of security)
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives
..... ................. ............... ........
..............__.................
(2) Closely-held equity interests
(3) Other
(A)
(B)
(C)
JO)
(E)
(F)
(GI
(HI
Total. (Col. (b) must equal Form 990 Part X, col. (B) line 12.) ~
I Part Villi Investments - Program Related.
Complete if the organlzat on answered ' Yes ' to Form 990, Part IV, line 11c. See Form 990, Part X,line 13_
(a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
",- .J /"} V
(6)
<.Jt-tt. V
(9)
,.
Total. (Col. (b) must eaual Form 990 Part X col. (B) line 13_) ~ " '.........,
I Part IX I
Other Assets.
Complete if the organization
~'l"
answer~:~rm 990,
'VIal Descrlptl~
1'-=7
. . ,. ,
-' "
IV.Jne 11 d. s.Arm 990, Part X, line 15_
-
./"\
"'
(b) Book value
(1)
,,-
(2)
J
",
(3)
'\..-.1
(4)
1.-
(5)
'- J
(6)
v
(8)
(9)
Total. (Column (b) must equal Form 990, Part
X. col. (8
line 15.) . ____..... . _. __................ ... _....• .. _. _... ... _... .. _... __ .. __ .. __ _____ .. __ .. __~
I Part X I Other liabilities.
Complete if the organization answered "Yes" to Form 990 I Part IV, line 11 e or 11f See Form 990, Part X, line 25
(a) Description of liability
(b) Book value
1.
(1)
Federal income taxes
(2)
SECURITY DEPOSIT
21,883.
~}
(4)
(5)
(6)
(7)
J8)
(9)
Total. (Column (b) must equal Form 990, Part X. col. (8) line 25.) __ __ .... _______ ~
2.
21,883.
Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here If the text of the ·footnote has been provided In Part XIII [XJ
332053
09-25- 13
15200408 790809 53-0196517
27
ScheduleD
'-----'
orm9902013
53-0196517
Pa
e4
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered "Yes" to Form 990, Part IV, line 12a.
1
2
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
.... .. .... .. ......... ....................................
a Net unrealized gains on investments ....... ..... ........... ........ ..... .... ....... .. .. ....... ...,... .
b Donated services and use of facilities .. ... .. ... ... .. ... .. ... .. .. .. ..... .. .. .. ..... ... .... .. ......... . ..
2a
2b
428,912.
10,176,656.
c Recoveries of prior year grants .... .. .... .... ............ ........ .. .. ...................... ... ... ....... ..
2c
2d
334,422.
d Other (Describe in Part XIII.)
.. .. .. .. .. .... ................ .. .. ...... ............ ........... ..... ..... ... ..
1
56 , 964, 825 •
Complet'e if the organization answered "Yes" to Form 990, Part IV, line 12a.
53,505,644.
Total expenses and losses per audited financial statements ... ... ... ................................................. ................ .. ..
Amounts included on line 1 but not on Form 990, Part IX, line 25:
2
a Donated services and use of facilities ................................. ............. ................... .
b
296,963.
d
e
3
4
28
3
10,473,619.
43,032,025.
4c
33,863.
Amounts included on Form 990, Part IX, line 25, but not orr 'm ...... :
33,863.
a Investment expenses not included on Form 990, Part V
b Other (Describe in Part XIII.)
c Add lines 4a and 4b
PART V, LINE 4:
EXPLANATION: GOODWILL'S
-- TEMPORARILY RESTRICTED NET ASSETS:
NET ASSETS WHOSE USE HAS BEEN DONOR
RESTRICTED BY SPECIFIED TIME OR PURPOSE LIMITATIONS.
-- PERMANENTLY RESTRICTED NET ASSETS: MUST BE MAINTAINED IN PERPETUITY. IN
ACCORDANCE WITH DONOR INSTRUCTIONS, GOODWILL MAY USE THE INTEREST AND
DIVIDENDS, NET OF INVESTMENT FEES, EARNED ON PERMANENTLY RESTRICTED NET
ASSETS FOR SPECIFIED PURPOSES.
GOODWILL'S TEMPORARILY AND PERMANENTLY RESTRICTED FUNDS ARE USED TO FUND
SPECIFIC PROGRAMS THAT ADVANCE OUR MISSION OF ENHANCING THE DIGNITY AND
QUALITY OF LIFE OF INDIVIDUALS, FAMILIES , AND COMMUNITIES BY ELIMINATING
332054
09.25. 13
15200408 790809 53-0196517
28
GOODWILL INDUSTRIES INTERNATIONAL, INC. 53-0196517 Pas S
BARRIERS TO OPPORTUNITY AND HELPING PEOPLE IN NEED REACH THEIR FULLEST
GOODWILL'S RESTRICTED FUNDS CONSIST OF THE FOLLOWING:
DOMESTIC ACTIVITIES -FRANK F. FLEGAL EDUCATION AND TRAINING (ENDOWMENT)
KENNETH K. KING TRAINING TRUST (ENDOWMENT)
RICHARD AND LOIS ENGLAND (ENDOWMENT)
ALUMNI CENTURY FUND
ALUMNI TRAVEL FUND
ANTHONY FAMILY FOUNDATION ANTHONY FAMILY FOUNDATION BANK OF AMERICA CASEY FOUNDATION
CHARLES SCHWAB - GOOD
CHARLES SCHWAB - GOOD
DISASTER RELIEF FUND
DULIN EXECUTIVE MANAGEMENT DEVELOPMENT FUND
DULIN MEMBERSHIP GIl TRAINING FUND
DULIN SENIOR MANAGEMENT FUND
DULIN STRATEGIC PLANNING FUND
ELSINE KATZ FUND
GOIZUETA FOUNDATION PROGRAMS
GOOD PROSPECTS C2C - ACCENTURE
KRESGE FOUNDATION
LUMINA II FOUNDATION
MATTHEWS ENTREPRENEURIAL AWARD
332055
09-25-13
15200408 790809 53-0196517
29
Pae5
NATIONAL ASSEMBLY WORKS SUPPORT
NATIONAL PSA CAMPAIGN
PUBLIC POLICY FUND
QBE FOUNDATION
ROBERT WATKINS AWARD FUND
TRACFONE WIRELESS, INC.
WALMART FOUNDATION - BEYOND JOBS PROGRAMS
2.0
WALMART FOUNDATION - OPERATION GOODJOBS PROGRAM
WALMART FOUNDATION - OPERATION GOODJOBS 2 PROGRAM
WALMART FOUNDATION - MY FREE TAXES
WALMART FOUNDATION - MY FREE TAXES
INTERNATIONAL ACTIVITIES -BARKER EDUCATION (ENDOWMENT)
GERALD
SIOUX CITY (ENDOWMENT)
CATERPILLAR FOUNDATION
GOING GLOBAL FUND
OAKLAND/PHILIPPINE
PART X, LINE 2:
EXPLANATION: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR
INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY
UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO
THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING
AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSE REPORTED ON PART VIII
296,963.
332055
09-25-13
15200408 790809 53-0196517
30
Pae5
UNREALIZED GAIN ON INTEREST RATE SWAP
37,459.
TOTAL TO SCHEDULE D, PART XI, LINE 2D
334,422.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSE REPORTED ON PART VIII
296,963.
332055
09-25-13
15200408 790809 53-0196517
31
(Form 990)
OMB No. 1545-0047
Statement of Activities Outside the United States
SCHEDULE F
2013
~ Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.
~ Attach to Form 990. ~ See separate instructions.
~ Information about Schedule F (Form 990) and its instructions is at
www ir<:
Open t o Public
Inspection
.nM
53-0196517
l Part I I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on
Form 990, Part iV. line 14b.
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ... ...
2
D
Yes
IX]
No
For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
3
(a) Region
(d) Activities conducted in region
(by type) (e.g., fundraising, program
services, investments, grants to
recipients located in the region)
offices
in the region
CENTRAL AMERICA AND
THE CARIBBEAN
is a program service,
describe specific type
of service(s) in region
(f) Total
expenditures
for and
investments
in region
PROGRAMMATIC
o
8 , 694 .
EAST ASIA AND THE
o
SIA SUMMIT CONFERENCE
ICELAND & GREENLAND)
a
NTERNATIONAL AFFILIATES
6 , 057.
NORTH AMERICA
o
ROFESSIONAL DEVELOPMENT
9 , 634 .
PACIFIC
57 , 724 .
OUR & MEETING WITH
EUROPE (INCLUDING
ISIT GOODWILL OFFICE &
A LOCAL
SOUTH AMERICA
124 , 273.
1
26 , 217.
NORTH AMERICA
LOCATED
EAST ASIA AND THE
PACIFIC
N REGION
3 a Sub-total .. .. .. ,.. .. ... . ,..
b Total from continuation
sheets to Part I
a
1 , 000.
19
233,599.
o
o.
c Totals (add lines 3a
19
1
and 3b ................. .
2 3 3 , 599 .
Schedule F (Form 990) 2013
332071
10-03-13
15200408 790809 53-0196517
32
53-0196517
Paae2
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered ·Yes · on Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1
(a) Name of organization
(b) IRS code section
and EIN (if applicable)
~ORTH AMERICA
(g) Amount of
non-cash
of cash grant cash disbursement assistance
(d) Purpose of
(e) Region
(e) Amount
grant
~SSOCIATION
GRANT
23,017.
(f) Manner of
~HECK
(h) Description
of non-cash
assistance
(i) Method of
valuation (book, FMV,
appraisal, other)
O. ~/A
/
~< LJ~~ ,~
~,~
/'\.v
(
~~1
"
"< V
~v
rSJ
~J
10
'()~
~ )-
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
3
the IRS, or for which the grantee or counsel has provided a section 501 (c)(3) equivalency letter ... _•... •............ _ ... _... ... _.......... •.. ...... ....... _...... _ ~
Enter total number of other organizations or entities _. __ ........... _.. _.• .... ,.................... _....... __ ............... ,.......,.,.......,...,...._............... _................. _........ _......... ~
1
0
332072
10·03-13
33
Schedule F (Form 990)2013
Part III
53-0196517
Page 3
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered ' Yes" on Form 990, Part IV, line 16.
. - . . __ . soace is
Part
.. _--III can be duolicated
. . . if additional
-. needed
-
(a) Type of grant or assistance
(b) Region
(e) Manner of
cash disbursement
(d) Amount of
cash grant
(e) Number of
recipients
~0
V~
,~ ~g
(f) Amount of
non·cash
assistance
(9) Description of
non·cash assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
,c-<V
~'
t
«·r"r~ v~~
V~
~
~"
C~
V
0
""
332073
10-03·13
34
53-0196517
Pa e4
Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes, " the
organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign
D
Ves
[XJ
No
a U.S. Owner (see Instructions for Forms 3520 and 3520-A) .................................................. •.......... ... ... . D
Ves
[XJ
No
D
Ves
[XJ
No
D
ves
[XJ
No
D
Ves
[XJ
No
D
ves
[XJ
No
Corporation (see Instructions for Form 926) ... ....... ........ ............. ................... ...... ....... ............................ .............. ...
2
Did the organization have an interest in a foreign trust during the tax year? If "Yes, " the organization
to file Form 3520, Annual Retum to Report Transactions with Foreign Trusts and
Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Retum of Foreign Trust With
may be required
3
Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes, "
the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To
Certain Foreign Corporations. (see Instructions for Form 5471) .. ...... ......... ... .. ........ ..... .... ........ .. ... ........ .....................
4
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.
(see Instructions for Form 8621)
5
6
332074
10-03-13
15200408 790809 53-0196517
35
53 - 0 19 6 51 7
Pa e 5
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of
investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c)
(estimated number of recipients), as applicable. Also complete this part to provide any additional information.
PART I, LINE 2:
EXPLANATION: ALL GRANT AWARDS ARE ASSIGNED A UNIQUE COST CENTER IN THE
GIl GENERAL LEDGER SYSTEM. EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER
WHO IS RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS
SPECIFIED BY THE GRANT AWARD.
WHEN GIl MAKES SUB AWARDS TO MEMBER GOODWILLS TO CARRY OUT CERTAIN GRANT
FUNDED PROGRAMS, AN AGREEMENT IS SIGNED BETWEEN GIl AND THE SUB
RECIPIENT. THE
ORIGINAL AWARD AND THE REPORTING
GIl. MONTHLY REPORTS ARE RECEI
SUB RECIPIENT TO
ECIPIENTS, REVIEWED BY
PROGRAM AND FINANCIAL
SYSTEM WHEN APPROVED.
332075 10· 03·13
15200408 790809 53-0196517
36
OMS
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
SCHEDULE I
(Form 990)
2013
Complete if the organization answered "Ves" to Form 990, Part IV, line 21 or 22.
~ Attach to Form 990.
No. 1545-0047
Open to Public
Inspection
and its instructions is at
53-0196517
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance?
2
rnVes
DNo
Describe in Part IV the orQanization's procedures for monitorinQ the use of Qrant funds in the United States.
Part II
I
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name and address of organization
(b) EIN
(c) IRC section
(d) Amount of
(e) Amount of
or government
if applicable
cash grant
non·cash
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
GOODWILL MISSION & JOB CREATION
SVCS, INC. - 15810 INDIANOLA DRIVE
- ROCKVILLE, MD 20855-2639
PROGRAMMATIC
I
45-5221005
PERATIONS
COUNCIL OF CALIFORNIA GOODWILL
INDUSTRIES - 1080 NORTH 7TH STREET
- SAN JOSE, CA 95112
23-7102688
SOCIATION GRANT
FLORIDA GOODWILL ASSOCIATION
P.O. BOX 6700
TALLAHASSEE, FL 32314-6700
31-1667466
o.
SSOCIATION GRANT
GOODWILL ASSOCIATION OF MICHIGAN
2279 SOUTH AIRPORT ROAD WEST
TRAVERSE CITY, MI 49684
38-3474383
32,882.
o.
SOCIATION GRANT
90-0147552
29,594.
o.
SSOCIATION GRANT
42-0764469
36,670.
o.
SSOCIATION GRANT
MID-ATLANTIC GOODWILL INDUSTRIES
COALITION - PO BOX 905 FREDERICKSBURG, VA 22404
NORTH CENTRAL GOODWILL ASSOCIATION
4900 N.E. 22ND STREET
DES MOINES, IA 50313
2 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table .. ...... ................................. ..... ................. ............................................. ~
80 •
3 Enter total number of other organizations listed in the line 1 table ................... .. ..... .................... . .,. ___ ..................... ...... , ..... .................................. .,. ......................... ~
0•
Schedule I (Form 990) (2013)
332101
10-29-13
37
GOODWILL INDUSTRIES INTERNATIONAL INC
-- ............... --...... _.... --I Part "I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part 11.)
-
(a) Name and address of
organization or govemment
(b) EIN
(c) IRe section
if applicable
~
-
-
~
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book. FMV,
appraisal, other)
53-0196517
(9) Description of
non-<:ash assistance
. ........ .
or assistance
NORTHEAST REGIONAL ASSOCIATION
432 WASHINGTON AVE
NORTH HAVEN, CT 06473
23-7431264
SOl(C)(3)
34 , 526.
O.
~SSOCIATION
47-0378996
SOl(C)(3)
13,153.
O.
~SSOCIATION GRANT
GRANT
NEBRASKA ASSOCIATION
4805 NORTH 72ND STREET
OMAHA, NE 68134
~. )
3~
NORTHWEST ASSOCIATION
130 E THIRD AVE
SPOKANE, WA 99202
91 - 0597006
SOl(C)(3)
~.
OHIO ASSOCIATION OF GOODWILL
INDUSTRIES - PO BOX 93 CHILLICOTHE , OH 45601
23-7296009
OKLAHOMA ASSOCIATION OF GOODWILLS
1210 SUMMIT AVE
LAWTON OK , OK 73501
73-0675119
PENNSYLVANIA ASSOCIAITON OF
GOODWILLS - 1150 GOODWILL DR. HARRISBURG, PA 17101
23-l365338
,~,.~ r~'
~
"- ,
~~
SOl(C)(3)
~01(C)(3)
,<) --~
~
\...
r¥.5.
C
,I,",~
~Ol(C) ~~ '-18 .~ ~
fl .
~SSOCIATION GRANT
~SSOCIATION
GRANT
•.
~SSOCIATION
GRANT
O.
~SSOCIATION GRANT
~
V
SOUTHEAST ASSOCIATION
2407 31ST STREET
GULFPORT, MS 39501
64 - 0547585
~01(C)(3)
57,773.
O.
~SOCIATION GRANT
01-0709306
SOl(C)(3)
7,990.
O.
~SSOCIATI0N
GRANT
42-0764469
501(C)(3)
6,576.
O.
~SSOCIATION
GRANT
GEORGIA GOODWILL ASSOCIATION
2601 CROSS COUNTRY DRIVE
COLUMBUS, GA 31906
IOWA ASSOCIATION
4900 NE 22ND STREET
DES MOINES , IA 50313
Schedule I (Form 990)
332241
05-01-13
38
....,. . . . .. ..........
_._.. _.......
IPart III
..., ....
GOODWILL INDUSTRIES
INTERNATIONAL . INC
- --- ~
~
-
----
------
---
-
---
-
-
-
-
-
53-0196517
----
. .... . . .
~
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part 11.)
organization or government
(b) EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book. FMV.
appraisal, other)
(g) Description of
non-cash assistance
or assistance
ARIZONA ASSOCIATION OF GOODWILLS
1940 E. SILVERLAKE ROAD. SUITE 405
TUCSON , AZ 85713
86-0223401
~Ol(C)
(3)
9,865.
O.
~SOCIATION
GRANT
74-2972090
~01(C)(3)
46,034 .
O.
~SSOCIATION
GRANT
~SSOCIATION
GRANT
TEXAS ASSOCIATION OF GOODWILLS
10040 CIRCLEVIEW
AUSTIN , TX 78733
(
VIRGINIA GOODWILL NETWORK
PO BOX 905
14-1993959
FREDERICKSBURG , VA 22404
501(C)(3)
~v
GOODWILL IND OF SOUTHEASTERN
LOUISIANA
INC. - PO BOX 13006 72-0546906
NEW ORLEANS, LA 70185
GOODWILL IND OF SOUTHERN NJ AND
PHILADELPHIA - 2835 ROUTE 73 SOUTH
21-0681239
- MAPLE SHADE, NJ 08052
GOODWILL IND OF HOUSTON
1140 WEST LOOP NORTH
74-1285095
HOUSTON, TX 77055
1~~ ~
501(C)(3)
~a. ~
~
~
, ,~.~ ~v:.
~' ,
'-1
~
eX5.
""~
G,- C
~
~Ol(C) ~~
501(C)(3)
o.
GRADUATE OF THE YEAR
6,415.
O.
~CHIEVER
OF THE YEAR
V
GOODWILL IND OF CENTRAL INDIANA,
~IVE BACK BOX PILOT
INC - 1635 WEST MICHIGAN ST INDIANAPOLIS, IN 46222
KATRINA FUND
35-0893506
~01(C)(3)
25,000.
O.
PROG.RAM
81-0232125
501(C)(3)
71,500.
O.
PPERATIONS
41-0706171
501(C)(3)
34,800.
O.
PPERATIONS
EASTER SEALS - GOODWILL NORTHERN
~UPPORT FOR PROGRAMMATIC
ROCKY MOUNTAIN INC - 4400 CENTRAL
AVE - GREAT FALLS, MT 59405
GOODWILL EASTER SEALS INC
~UPPORT
553 FAIRVIEW AVE N
ST PAUL , MN 55104
----
--
FOR PROGRAMMATIC
332241
05-01 - 13
39
~
..
-~-
. -
IPart III
..
_.. .. ---
INC
53-019651
--- ---.
- -
-
. . . . .~ ....
I
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II .)
(b) EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book, FMV,
appraisal, other)
(9) Description of
non-cash assistance
or assistance
GOODWILL EASTER SEALS MIAMI VALLEY
1511 KUNTZ RD
DAYTON, OH 45404-1297
31-0537112
~01(C)(3)
145,650,
0,
PPERATIONS
62-0868796
501(C)(3)
45,200.
O.
PPERA'l'IONS
GOODWILL IND - KNOXVILLE INC
P,O, BOX 11066
KNOXVILLE, TN 37939-1066
~UPPORT
10596 GANDY BLVD
PPERATIONS
63-0363472
501(C)(3)
PPERATIONS
71-0236903
r'01(C)(3)
GOODWILL IND OF ARKANSAS INC
1110 WEST 7TH ST
C
GOODWILL IND OF CENTRAL FLORIDA
7531 S. ORANGE BLOSSOM TRAIL
ORLANDO, FL 32809
59-0908166
~Ol(C) ~~
V
GOODWILL IND OF CENTRAL ILLINOIS
l~o. h~
~
'~43'~
~PORT FOR PROGRAMMATIC
~UPPORT
FOR PROGRAMMATIC
O.
PPERATIONS
0,
PPERATIONS
SUPPORT FOR PROGRAMMATIC
INC - 2319 E WAR MEMORIAL DR PEORIA, IL 61614
FOR PROGRAMMATIC
~01(C)(3)
GULF COAST INC - 2448 GORDON SMITH
LITTLE ROCK, AR 72201
~UPPORT
59-0718492
GOODWILL IND EASTER SEALS OF THE
DRIVE - MOBILE, AL 36617
,*, ~ ~~~
..
~~'
,
~:'
~
t::> ~.
,
\...
"
~ ~
~~
~
GOODWILL IND - SUNCOAST INC
ST PETERSBURG, FL 33702
FOR PROGRAMMATIC
37-0673521
SOl(C)(3)
210,644.
O.
PPERATIONS
31-4379448
501(C)(3)
38,400.
O.
:>PERATIONS
74-1322808
SOl(C)(3)
192,012.
0,
:>PERATIONS
GOODWILL IND OF CENTRAL OHIO
1331 EDGEHILL RD
COLUMBUS, OR 43212
GOODWILL IND OF CENTRAL TEXAS
1015 NORWOOD PARK BLVD
AUSTIN, TX 78753
332241
05-01-13
40
GOODWILL INDUSTRIES INTERNATIONAL ---INC
_.... ............ .... ,-""...,..,...,
IPart" I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part II.)
"
,
,
-
(b) EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non·cash
assistance
(f) Method of
valuation
(book, FMV,
appraisal, other)
53-0196517
(g) Description of
...... -
.
or assistance
GOODWILL IND OF CENTRAL VIRGINIA
6301 MIDLOTHIAN TURNPIKE
RICHMOND, VA 23225
54-0455395
SOl(C)(3)
43,087.
O.
PPERATIONS
75-0800649
SOl(C)(3)
41,550.
O.
PPERATIONS
GOODWILL IND OF DALLAS INC
3020 N.WESTMORELAND RD
DALLAS, TX 75212
~UPPORT
( )
5~~
GOODWILL IND OF GREATER DETROIT
3111 GRAND RIVER AVENUE
DETROIT, MI 48208
38-1362823
GOODWILL IND OF GREATER NY AND
NORTHERN NJ - 4-21 27TH AVENUE ASTORIA, NY 11102
~01(C)(3)
74-1285095
~01(C)(3)
1102 MEMORIAL BLVD
HUNTINGTON, wv 25704
23-7374240
r~2. I,",~
~Ol(C)~~ '-".S:;~
G
GOODWILL IND OF KYOWVA AREA INC
~~ ~
»
,~~~ S~:.
'" :, '- ~ ~
~'"
13-1641068
GOODWILL IND OF HOUSTON
1140 WEST LOOP NORTH
HOUSTON, TX 77055
~Ol(C)(3)
.~
PPERATIONS
PPERATIONS
~PPORT FOR PROGRAMMATIC
O.
PPERATIONS
O.
PPERATIONS
V
GOODWILL IND OF LANE & SOUTH COAST
COUNTIES - 1010 GREEN ACRES RD EUGENE, OR 97408
FOR PROGRAMMATIC
93-0572370
SOl(C)(3)
111,650.
O.
PPERATIO.NS
35-1093073
501(C)(3)
34,300.
O.
:>PBRATIONS
62-0599413
~Ol(C)(3)
60,200.
O.
:>PERATIONS
GOODWILL IND OF MICHIANA INC
1805 W. WESTERN AVE
SOUTH BEND, IN 46619
GOODWILL IND OF MIDDLE TENNESSEE
INC - 1015 HERMAN ST - NASHVILLE,
TN 37208
332241
05·01·13
41
_.. _-_. _...... .. . ---
IPart III
53-0196517
INC
.-
-.
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)
(b) EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non·cash
assistance
(f) Method of
valuation
(book. FMV.
appraisal. other)
(9) Description of
or assistance
GOODWILL IND OF NORTH FLORIDA
4527 LENOX AVE
JACKSONVILLE, FL 32205
59-0637858
501(C)(3)
42,400.
O.
PPERATIONS
01-0284340
501(C)(3)
17,150.
O.
PPERATIONS
GOODWILL IND OF NORTHERN NEW
ENGLAND - 353 CUMBERLAND AVE PORTLAND, ME 04101
GOODWILL IND OF ORANGE COUNTY
CALIFORNIA INC - 410 N
FAIRVIEW
ST - SANTA ANA, CA 92703
95-1644018
~01(C)(3)
.'- ~:
~~
rXo. I""~
,
GOODWILL IND OF SAN ANTONIO
406 W. COMMERCE ST
SAN ANTONIO, TX 78207-3102
74-1238444
~01(C)(3)
~
GOODWILL IND OF SOUTH TEXAS INC
2961 S PORT AVE
CORPUS CHRISTI, TX 78405-2098
74-1223056
~01(C)(3)
72-0546906
501(C) £
~D-3S'~ ~
GOODWILL IND OF SOUTHEASTERN
LOUISIANA INC - 3400 TULANE AVE NEW ORLEANS, LA 70119
~
~
( )
~<) •~
5~)
r~'
~ fl ·
\... 1 ~
,
<III
PPERATIONS
~UPPORT
O.
FOR PROGRAMMATIC
PPERATIONS
O.
:>PERATIONS
V
GOODWILL IND OF SOUTHERN NEVADA
INC - 1280 W. CHEYENNE AVE - NORTH
LAS VEGAS, NV 89030
PPERATIONS
23-7437479
501(C)(3)
50,600.
O.
:>PERATIONS
59-6196141
~01(C)(3)
37,400.
O.
:>PERATIONS
38-1558550
~01(C)(3)
32,100.
O.
:>PERATIONS
GOODWILL IND OF SOUTHWEST FLORIDA
INC - 4940 BAYLINE DR - N FORT
MYERS, FL 33917
GOODWILL IND OF SOUTHWESTERN
MICHIGAN - 420 EAST ALCOTT KALAMAZOO, MI 49001
332241
05-01 - 13
42
_.. _-_._ . . _... . - --
I Part III
INC
53-0196517
-
--
.... -- .
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part IL)
(b) EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book, FMV,
appraisal, other)
(g) Description of
non-cash assistance
or assistance
GOODWILL IND OF THE COASTAL EMPIRE
~UPPORT
INC - 7220 SALLIE MOOD DR SAVANNAH, GA 31406
FOR PROGRAMMATIC
58-6046795
501(C)(3)
30,700.
O.
PPERATIONS
91-0597006
~01(C)(3)
69,900.
0_
:)PERATIONS
GOODWILL IND OF THE INLAND
NORTHWEST - 130 E THIRD AVE SPOKANE, WA 99202
~
GOODWILL IND OF THE VALLEYS INC
2,47~~ . ~
2502 MELROSE AVE NW
54-0884014
ROANOKE, VA 24017-5909
~01(C)(3)
GOODWILL IND OF TULSA
2800 SOUTHWEST BLVD
73-0614297
TULSA. OK 74107
271 EAST APPLE AVE
38-1357148
GOODWILL IND OF WESTERN NEW YORK
INC - 1119 WILLIAM STREET 16-0761225
BUFFALO, NY 14206
"-
~Ol(C)(3)
~
,~:'~ FJ'0~.
~'
GOODWILL IND OF WEST MICHIGAN
MUSKEGON, MI 49442
~01(C)(3)
~~ ~
~
"
\... 1
:)PERATIONS
~
r~o. I~~
I~
~
501(C) ~1 '-72'~
PPERATIONS
SUPPOR~
FOR PROGRAMMATIC
O.
:)PERATIONS
O.
:)PERATIONS
V
GOODWILL IND UPSTATE/MIDLANDS SC
115 HAYWOOD RD
GREENVILLE, SC 29607
57-0564001
~01(C)(3)
212,868.
O.
:)PERATIONS
75-0868393
~01(C)(3)
29,100.
0_
:)PERA'l'IONS
56-0588474
~01(C)(3)
30,100.
D.
:)PERATIONS
GOODWILL IND. OF FORT WORTH, INC
4445 RIVER OAKS BLVD
FORT WORTH, TX 76114
GOODWILL IND. OF NORTHWEST NORTH
CAROLINA, INC
- 2701 UNIVERSITY
PKWY - WINSTON-SALEM , NC
2710~
332241
05-01 - 13
43
_. ._-_._. . _.. .. - --
IPart "I
INC
53-0196517
.-
.... ,
Continuation of Grants and Other Assistance to Governments and Organizations in the United States {Schedule I (Form 990). Part 11.)
(b)EIN
(c) IRC section
if applicable
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book. FMV,
appraisal. other)
(9) Description of
non-cash assistance
or assistance
GOODWILL IND. OF SAN DIEGO COUNTY,
INC
- 3663 ROSECRANS ST - SAN
DIEGO, CA 92110
GOODWILL IND. OF VENTURA
BARBARA COUNTIES, INC
&
95-1652910
~01(C)(3)
29,100.
0,
77-0448301
~01(C)(3)
29,100.
0,
501(C)(3)
( )
1,17~
,~ I--~
PPERATIONS
SANTA
- 350
CACTUS DRIVE - OXNARD , CA 93030
GOODWILL INDUSTRIES OF CENTRAL
ARIZONA, INC. - 417 NORTH 16TH ST
- PHOENIX, AZ 85006
86-0104415
~.
INDIANA, INC. - 1635 W MICHIGAN ST
- INDIANAPOLIS, IN 46222
35-0893605
2610 KILIHAU STREET
HONOLULU, HI 96819
"
501(C)(3)
'-
~' ~
GOODWILL INDUSTRIES OF HAWAII INC
99-6001264
~
,~.~ ~'V~
GOODWILL INDUSTRIES OF CENTRAL
~PORT
FOR PROGRAMMATIC
PPERATIONS
OPERATIONS
1~
_l~o. I"~
SOl(C)(3)
OPERATIONS
~D,.7J5.~ ~
O.
PPERATIONS
O.
PPERATIONS
' ~
GOODWILL INDUSTRIES OF KEYSTONE
AREA, INC, - 1150 GOODWILL DR HARRISBURG, PA 17101
23-1365338
~Ol(c) cCl
V
GOODWILL INDUSTRIES OF NEW MEXICO,
<II
INC. - 5000 SAN MATEO BLVD NE ALBUQUERQUE, NM 87109
85-0107916
~01(C)(3)
1,645,165.
O.
PPERATIONS
31-0917970
501(C)(3)
139,419.
O.
PPERATIONS
58 - 6035822
SOI(C)(3)
62.619.
O.
PPERATIONS
GOODWILL INDUSTRIES OF SOUTH
CENTRAL OHIO, INC. - 462 E SECOND
ST - CHILLICOTHE, OH 45601
GOODWILL INDUSTRIES OF SOUTHERN
RIVERS INC - 2601 CROSS COUNTRY
DRIVE BLDG. A - COLUMBUS, GA 31906
332241
05-01-13
44
-..., ................ ..., ...........
IPart III
---
GOODWILL
INDUSTRIES INTERNATIONAL
- --
-----
----
-
~
-------
--- -
-
---
-
INC
53-0196517
. .........
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part II.)
(b)EIN
(e) IRC section
if applicable
(d) Amount of
cash grant
(f) Method of
valuation
(book, FMV,
appraisal, other)
(e) Amount of
non·cash
assistance
(9) Description of
non-<:ash assistance
or assistance
GOODWILL OF DELAWARE & DELAWARE
COUNTY INC - 300 E LEA BLVD WILMINGTON, DE 19802
51 - 0064311
!>01(C)(3)
24,851.
O.
PPERATIONS
20 - 8351046
501(C)(3)
78,000.
O.
PPERATIONS
GOODWILL OF NORTH GEORGIA INC
235 PEACHTREE STREET, NORTH TOWER,
ATLANTA, GA 30303
( )
3~~
GOODWILL OF WESTERN AND NORTHERN
CT INC - 165 OCEAN TERR BRIDGEPORT, CT 06605 - 0203
06-0662111
~01(C)(3)
SOUTHERN LOS ANGELES COUNTY - 800
PACIFIC COAST HIGHWAY - LONG
95-1644017
~01(C)(3)
~~
HEART OF TEXAS GOODWILL IND INC
1700 SOUTH NEW RD
WACO , TX 76711
74-1238443
~01(C)(3)
37-0661254
5Ol{c) < C l
LAND OF LINCOLN GOODWILL IND
800 N 10TH ST
SPRINGFIELD, IL 62702-6310
V
MERS/MISSOURI GOODWILL IND
" y
u.
".~'
,
, ~,~ ~
~y
GOODWILL SERVING THE PEOPLE OF
BEACH , CA 90806
A~
,
'-
~
f·
PPERATIONS
O.
::lPERATIONS
O.
::lPERATIONS
1727 LOCUST ST
ST LOUIS, MO 63106-3252
PPERATIONS
.:-\
r~o. ~~
~ D~".S;~
~
43-0652657
SOl(C)(3)
37,400.
O.
::lPBRATIONS
04-2106765
~01(C)(3)
47,800.
O.
::lPERATIONS
73-0641590
~ 01(C)(3)
149,309.
O.
MORGAN MEMORIAL GOODWILL IND INC
1010 HARRISON AVE
BOSTON, MA 02119
OKLAHOMA GOODWILL IND, INC.
PO BOX 2780
OKLAHOMA CITY , OK 73101
-
'-----
OPERATIONS
- -
332241
05-01-13
45
GOODWILL INDUSTRIES INTERNATIONAL, INC
53-0196517
Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part 11.)
(b)EIN
(c) IRe section
if applicable
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
(f) Method of
valuation
(book. FMV,
appraisal. other)
(9) Description of
non-cash assistance
or assistance
SOUTHERN OREGON GOODWILL IND INC
11 W. JACKSON ST
MEDFORD , OR 97501
93-0564141
01(C) (3)
29,800.
O.
PERATIOlolS
TACOMA GOODWILL IND
714 S 27TH ST
TACOMA, WA 98409
91 - 0573106
01(C)(3)
1,998,686.
O.
UPPORT FOR PROGRAMMATIC
PHRATIONS
-----
PROGRAMMATIC
-----
332241
05-01-13
46
53-0196517
Paae2
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes' to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed .
(b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of non·
cash assistance
19
40,000.
O.
ROBERT E. & CHARLOTTE WATKINS AWARD
1
2,500.
O.
P • J. TREVETHAN AWARD
1
TRAVEL ASSISTANCE FOR ADVOCACY DAY
J.D. ROBINS JR. DISTINGUISHED CAREER AWARD
(e) Method of valuation
(book, FMV, appraisal, other)
(f) Description of non-cash assistance
O.
KENNETH SHAW GIl GRADUATE OF THE YEAR AWARD
other additional information.
lemental Information. Provide the information re
PART I, LINE 2:
EXPLANATION: ALL GRANT AWARDS ARE AS
GN~:- UNIQ~OST
CENTER IN THE GIl
V
GENERAL LEDGER SYSTEM. EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER WHO IS
RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS
SPECIFIED BY THE GRANT AWARD.
WHEN GIl MAKES SUB AWARDS TO MEMBER GOODWILLS TO CARRY OUT CERTAIN GRANT
FUNDED PROGRAMS, AN AGREEMENT IS SIGNED BETWEEN GIl AND THE SUB RECIPIENT.
THE AGREEMENT SPECIFIES ALL OF THE REQUIREMENTS OF THE ORIGINAL AWARD AND
332102 10-29-13
47
Schedule I (Form 990) (2013)
GOODWILL INDUSTRIES INTERNATIONAL, INC
53-0196517
Continuation of Grants and Other Assistance to Individuals in the United States (Schedule I (Form 990), Part flL)
GIl ACHIEVER OF THE YEAR AWARD
(b) Number of
recipients
L
(c) Amount of
cash grant
1,000.
(d) Amount of noncash assistance
(e) Method of
valuation (book, FMV,
appraisal, other)
(f) Description of non-cash assistance
O.
KENNETH K. KING MANAGEMENT AWARD
332242
05-01-13
48
5 3 - 0 19 6 51 7
Pa e 2
THE REPORTING REQUIREMENTS OF THE SUB RECIPIENT TO GIl. MONTHLY REPORTS ARE
RECEIVED FROM THE SUB RECIPIENTS, REVIEWED BY PROGRAM AND FINANCIAL STAFF,
AND ENTERED INTO THE GIl GENERAL LEDGER SYSTEM WHEN APPROVED.
GIl DRAWS AND DISBURSES THE GRANT FUNDS ACCORDING TO THE SPECIFICATIONS OF
THE GRANT AGREEMENT. GIl ALSO MAKES PERIODIC REPORTS TO THE FUNDING
FOUNDATION OR GOVERNMENT AGENCY AS REQUIRED BY THE GRANT AGREEMENT.
GIl PROGRAM AND ACCOUNTING STAFF MAKE MONITORING VISITS TO THE SUB
RECIPIENTS, USUALLY ON AN ANNUAL
PROGRAM OUTCOMES AND
FINANCIAL RECORDING
EXPLANATION OF 2013 GRANTS
OGRAMMATIC OPERATIONS:
EXPLANATION: ASSOCIATION G
THE ASSOCIATION GRANT PRO
RATE ACTION THAT WILL
'
STIMULATE THE STRENGTHENING
TO COLLABORATE AND
REACH CONSENSUS ON
GOODWILL
COMMUNITY.
ROBERT E. AND CHARLOTTE WATKINS AWARD: RECOGNIZES A STAFF MEMBER OF
LOCAL GOODWILL INDUSTRIES WHO DEMONSTRATES GOODWILL'S MISSION IN THEIR
DAILY WORK IN A CONTINUED AND OUTSTANDING MANNER.
P.J. TREVETHAN AWARD: RECOGNIZES A LOCAL GOODWILL CEO WHO DEMONSTRATES
COMMITMENT TO THE CONTINUED PERSONAL GROWTH OF THE GOODWILL'S EMPLOYEES
AND OTHERS THROUGH TRAINING, PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND
OTHER MEANS.
332291
05-01-13
15200408 790809 53-0196517
49
53-0196517
Pa e 2
J.D. ROBINS JR. DISTINGUISHED CAREER AWARD: RECOGNIZES A LOCAL GOODWILL
CEO WHO CONTRIBUTES TO GOODWILL'S GROWTH IN MISSION, BUSINESS AND
SERVICES OVER MANY YEARS IN AN EXECUTIVE POSITION.
GIl ACHIEVER OF THE YEAR AWARD: RECOGNIZES A PERSON RECEIVING SERVICES
IN A LOCAL GOODWILL INDUSTRIES FOR THEIR PERSONAL ACHIEVEMENT AND
GROWTH RELATED TO THEIR CAREER DEVELOPMENT.
KENNETH SHAW GIl GRADUATE OF THE YEAR AWARD: RECOGNIZES A PERSON WHO
ONCE RECEIVED SERVICES WITHIN A
EMPLOYMENT IN THE COMMUNITY FOR
RELATED TO
KENNETH K.
INDUSTRIES CEO FOR
MANAGEMENT SUCCESS
LEAST FIVE YEARS OF
SERVICE.
332291
05-01-13
15200408 790809 53-0196517
50
SCHEDULE J
(Form 990)
Department 01 the Treasury
Compensation Information
OMS No. 1545·0047
2013
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
~ Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
~ See separate instructions.
Information about Schedule J Form 990 and its instructions is at
Open to Public
Inspection
53-0196517
Questions Regarding Compensation
Yes
No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
00 First·class or charter travel
D
D
D
Travel for companions
Tax indemnification and gross·up payments
Discretionary spending account
D
D
D
00
Housing allowance or residence for personal use
Payments for business use of personal residence
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
2
3
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain ........ ................ ....... ..
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
1b
X
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? ... ... ............................. .
2
X
4a
4b
X
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes
ethods used b
4
organization or a related organization:
a Receive a severance payment or change·of· . Ir
........... ................................. ........
b
X
4c
X
a The organization? .... ..... .... ...... .... .. .. ................ ...... ................................ ............. ............... ..................... .... ........................
Sa
b Any related organization? .......... ... ..... ............ .. .. ........ ... ...... ..... .... ... ....... ...... ...... ... .. ... .......... .. .... .... .. .. ............ .......... ..... .... ..
If "Yes" to line 5a or 5b, describe in Part III.
6 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization payor accrue any compensation
5b
X
X
5
For persons listed in Form 990, Part VII, Se
on payor accrue any compensation
contingent on the revenues of:
contingent on the net earnings of:
a The organization? ..... ........ ...... .. .... ...... ... .... ........... ...... ....... ......... .... ................. ..... ... .................... ......... ........... . ....... ...... .. ...
b Any related organization? ........... .... ..... .. .... .. .. .. ... ..... ... .............. .. ....... .............. ..... ............ .. ... ... .. ...... .......... ............ ...........
If "Yes" to line 6a or 6b, describe in Part III.
7 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non·fixed payments
6a
6b
X
7
X
8
not described in lines 5 and 6? If "Yes," describe in Part III .... ............ .. ............... .. .. ... ................ .. ..... ... .. ................._............ .
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958·4(a)(3)? If "Yes," describe in Part III .. ........ .. .................... .
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
8
X
9
X
Re. ulations section 53.4958·6 c? .... ..............._. .... ........................... ........... .... ............. .. ..... . ................. ..... ..... ........ ....... .....
9
Schedule J (Form 990) 2013
332111
09·13· 13
15200408 790809 53-0196517
51
53-0196517
Paae2
Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional spaee is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).
Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns
(B)(~·(ii~
for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(8) Breakdown of W-2 and/or 1 099-MISC compensation
(i) Base
compensation
(A ) Narne and Title
(ii)
(i)
447 , 223 •
0•
224 , 218 •
0•
172 , 942 •
0•
199,434.
0•
164 , 620 •
0•
157,635.
VP , MISSION ADVANCEMENT
(iiI
O.
(7 )
(i)
153 , 811 •
0•
152,764.
O.
145,049.
O.
(1 )
(2)
(i)
GIBBONS, JAMES
PRESIDENT & CEO
I(ii)
(i)
KROTONSKY, STEVEN
(ii)
CHIEF OPERATING OFFICER
MCCAW, JEFFREY
(i)
CHIEF FINANCIAL OFFICER
IIii)
(3)
(4)
(i)
ZIMMER, KIMBERLY
(ii)
(i)
CHIEF COMMUNICATIONS OFFICER
(5 )
TANNOZZINI, LUCY
VP, HR & LEADERSHIP DEY
(6)
COPELAND, WENDI
BRANZELLE, JUDITH
GENERAL COUNSEL
(8)
•(ii)
(i)
MEYER, MICHAEL
Iii)
VP, DONATED GOODS .. RETAIL
(9)
(i)
DOWNES, PAUL
VP, INFO TECHNOLOGY
. (ii)
(i)
I
(ii) Bonus &
incentive
compensation
44 , 300 •
0•
7 6 , 231 •
0•
21 , 168 •
0•
24,269.
(iii) Other
reportable
compensation
(C) Retirement and
other deferred
compensation
41 , 819 •
0•
7 , 102 •
0•
,:, 6). 4 •
o.
(D) Nontaxable
benefits
82 , 584 •
0•
27 , 084 •
./
0•
~15 .
23 , 15 9 •
0•
16 , 483 •
0•
21 , 913 •
0•
22,051.
0.
8 , 635 •
0•
9,508.
0•
19 , 197 •
0•
15,927.
O.
21,695.
0•
"V o.
~" .I
/"1
~"73 31. I\."yL;.:r~617.
A ~
0•
18, 868 •
~
0•
1~ 711.
~~
,17,183.
.F"l ~ .
\
J O. .-....l
0•
"V7, 7 7 4 • f\., "!-fO 7 2Ar\ ,¥, 443 •
,
0'1/
0•
7,731 • 1 1, fU9\1' 16,103.
~1'
_ '" 0 l'l
O.
~6'.
(
~
15,252.
~,,-O.
' - ~ O.
0•
Q... ' "
20 , 0«6,; ~V
" ,,1/
Q.. . "'"'
2 , ~" J
iI'l'''
r __
1
________-+__________+-________-;____________
(E) Total of columns (F) Compensation
(B)(i)-(D)
reported as deferred
in prior Form 990
6 3 9 , 085 •
0•
3 51 , 118 .
0•
237 , 762 •
0•
270,702.
0•
215 , 146 •
0•
198,322.
0•
19 9 , 297 •
0.
193,940.
O.
190,720.
0•
0•
0•
0•
0•
0•
0•
O.
0•
0•
0•
o.
0•
0•
0•
o.
O.
O.
0•
.."
(ii)
"
(i)~
I(ii)
(i)~
~
__________+-__________;-___________
________-+__________+-________-4____________~__________+-__________;-___________
I(ii)
(i)~--------~-----------+-----------r----------~r-----------;-----------~------------________-+__________+-________-4____________
__________+-__________;-___________
I(ii)
(i)~
~
(ii)
(i)~
________~~________-+__________~____________~__________4-__________-4_____________
(ii)
(i)~
________~~________-+__________~__________~~__________4-__________-4_____________
(iiI
332112
09-13-13
52
53-0196517
PaQe 3
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, Sa, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
PART I, LINE 1A:
EXPLANATION: JAMES D. GIBBONS, GOODWILL'S CEO, IS BLIND, AND ACCORDINGLY
IS PROVIDED WITH AN AUTOMOBILE TRANSPORTATION SERVICE. ALL AMOUNTS WERE
APPROPRIATELY INCLUDED AS TAXABLE INCOME IN HIS FORM W-2. ADDITIONALLY, THE
CEO IS ELIGIBLE FOR UPGRADING LONG DISTANCE FLIGHTS AND TOOK ADVANTAGE OF
THIS DURING 2013 IN ACCORDANCE WITH POLICY.
PART I, LINE 4B:
EXPLANATION: JAMES
332113
09-13-13
53
Supplemental Information on Tax-Exempt Bonds
SCHEDULEK
(Form 990)
OMS No. 1545-0047
~ Complete if the organization answered "Yes· on Form 990, Part IV, line 24a. Provide descriptions,
2013
Open to Public
explanations, and any additional information in Part VI.
Attach to Form 990. ~ See separate instructions. ~ Information about Schedule K (Form 990) and its instructions is at
Inspection
Part I
Bond Issues
SEE PART VI FOR COLUMN (FI CONTINUATIONS
(a) Issuer name
(d) Date issued
(c) CUSIP #
(b) Issuer EIN
53-0196517
(e) Issue price
(t) Description of purpose
(g) Defeased (h) On behal (i) Pooled
of issuer
financing
Yes
MARYLAND ECONOMIC
IPURCHASE OF LAND
DEVELOPMENT CORPORATION 52-1376562 574205ER7 01/15/04 3,700,000. !MID BUILDING AT 1
A
B
r .
,,--,
C
0
~artll
Proceeds
-,
,,~
,,
2
Amount of bonds retired ....... .......... _._ .......................... ................ .. .... ........
Amount of bonds legally defeased ................................ ...................... ....
......
3
4
Total proceeds of issue ................................................. .......... - ....
Gross proceeds in reserve funds .............................. ......................
5
6
Capitalized interest from proceeds ................... ....................................~.......... ~
Proceeds in refunding escrows
....................................................................... ....
7
8
Issuance costs from proceeds ............................... .............. .......... .......... c._~
Credit enhancement from proceeds ....................................................t...~..
9
Wor1<inQ capital expenditures from proceeds ................................. ~'-~.. ....
1
.. ~
L:l..~.....
.-v.: .................,
\.
.J....
10
Capital expenditures from proceeds
11
Other spent proceeds
............................ .............'-......1 ...............
,#.
Other unspent proceeds ... .......................................................................................
13
Year of substantial completion ....................... .............. ............................................
Yes
X
No
X
,()-..V
~.
"
B
0
C
1, ~ 000.
,.....".'fIttII!'
t
\ 2 , ~IO 0 , 0.GJ;l~
.........
'-/
I .
""
r""
~
.-
_~ 6 J0 96.
f
'-..J
2,100,000 •
2004
Yes
....................................
X
15 Were the bonds issued as part of an advance refunding issue? .................................
16 Has the final allocation of proceeds been made? ............ .........................................
17 Does tn. organization maintain adequate books and recards to support the final allocation of proceedsl .... ........
Part III Private Business Use
X
X
Were the bonds issued as part of a current refunding issue?
No
Yes
Was the organization a partner in a partnership. or a member of an LLC,
2
which owned property financed by tax·exempt bonds? .............................
Are there any lease arrangements that may result in private business use of
Yes
-.~
No
Yes
No
Yes
No
Yes
No
No
Yes
C
0
No
X
.............
., bond·financed property? .... .......................................... ...... ................................... ...
Yes
B
A
1
No
X
-_
10-09- 13
X
No
............................................................ ........ ~ ................
12
14
Yes
&~
~'-..J
y
No
~
.
54
X
Schedule K (Form 990) 2013
Part III
53-0196517
Page 2
Private Business Use (Continued)
A
3a Are there any management or service contracts that may result in private
Yes
B
No
Yes
C
No
Yes
D
No
Yes
No
X
business use of bond·financed property? ................... .•...•........... ..... .. .................. ..... ..•
b If "Yes" to line 3a, does the organization routinely engage bond counselor other outside
counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property?
X
d If "Yes" to line 3c, does the organization routinely engage bond counselor other outside
counsel to review any research agreements relating to the financed property? ••..•.•... .....
Enter the percentage of financed property used in a private business use by
entities other than a section 501 (c)(3) organization or a state or local govemment
Enter the percentage of financed property used in a private business use as a result of
4
...... ...
5
%
unrelated trade or business activity carried on by your organization, another
section 501 (c)(3) organization. or a state or local govemment
................... ................. ...
r",
,-
6 Total of lines 4 and 5 ...................................... .... .............. ........................................... I",
7 Does the bond issue meet the private security or pay_ment test? ..................... .......... ~ ..
Sa Has there been a sale or disposition of any of the bond·financed property to a n~
govemmental person other than a 501 (c)(3) organization since the bonds were i
.
b If "Yes" to line 8a, enter the percentage of bond·financed property sold or diSP~V
of
c
.........................................................................................................,
~f. ~:~~~';:~:e1 ~;~:;~ a~~~~.~~~ia.'.~~~i.~~.~~~~.~..~.~~~~~~.~~ .~~~.~.I~~~ ....."
Has the organization established written procedures to ensure that all no~ualifi:V
bonds of the issue are remediated in accordance with the requirements under
9
Regulations sections 1.141 ·12 and 1.145·2?
Part IV Arbitrage
1
2
..............
.. ................... ........ .. ............
,
~
.~
F7j
....x.,r-
,.. ~}'
/i
"V
-
~~ t-'o
V ~~
%
%
%
%
%
%
%
%
%
%
%
V_( ~
r..-.....
....... J
r .,
~:::;=::=~~~~,".~~~:~:'d~~U~~~~ . . .
If "No" to line 1, did the following apply?
"- .I
%
--
,,~ A
Yes
C
B
No
Yes
No
Yes
D
No
Yes
No
X
.....................................................................
X
X
X
a Rebate not due yet? ......................... _.. ................. ....................... ..............................
b Exception to rebate? ...... .. " ........................................... " ........... " ................. .... ..........
c No rebate due? ............... ...................... ...... ............. ................................................... .
If you checked 'No rebate due' in line 2c, provide in Part VI the date the rebate
computation was performed .................................. ........................................................
3 Is the bond issue a variable rate issue? .......... ...................... ................................. .......
4a Has the organization or the governmental issuer entered into a qualified
X
X
hedge with respect to the bond issue? .............. ..........................................................
b Name of provider .............................................. .......... ................._............. .... .............. ~UNTRUST
c Term of hedge .... .................. ......................................... .................. ...........................
d Was the hedge superintegrated? ................................ .................................................
e Was the hedge terminated?
10-09-13
...
-
. ~
.......... -............................................ .......................
7.0000000
X
X
Part IV
I
INC.
53-0196517
Page 3
ArbitraQe (Continued)
B
A
No
Yes
...... -......
X
b Name of provider ... .......................... ............ ..... ...........................................................
c Term ofGIC .... . .. . . . .. . .... . ........ ... ...... . .... . ............. ...... . . . . . . . .. . . ...... __ ••• • •••••••••• • ••• •• • • ••••••••• 0'
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied?
6 Were any gross proceeds invested beyond an available temporary period? .... ......... .....
7 Has the organization established written procedures to monitor the requirements of
section 148? .....•.._.. _ ............ ..... ............................. .................................... .................
Part V Procedures To Undertake Corrective Action
X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?
.~.~
Yes
D
C
No
Yes
No
Yes
No
Yes
No
Yes
No
~
X
B
A
C
D
No
Has the organization established written procedures to ensure that violations of
federal tax requirements are timely identified and corrected through the voluntary
closing agreement program if self·remediation is not available under applicable
Part VI
Supplemental Information. Provide addttional information for responses t·
SCHEDULE K, PART I, BOND ISSUES:
(A)1:SSUER NAME: MARYLAND ECONOMIC DEVEL
(F) DESCRIPTION OF PURPOSE:
PURCHASE OF LAND AND BUILDING
MD
PAID
SCHEDULE K, PART IV, LINE 2C:
NO REBATE WAS NECESSARY AS ALL PROCEEDS FROM THE BOND ISSUANCE WERE
SPENT BY 2004.
332123
10·09·13
SCHEDULE M
(Form 990)
Noncash Contributions
OMB No.
www
Open ~to
Public
Inspection
Ir~
I Part I I
2013
~ Complete if the organizations answered "Ves" on Form 990, Part IV, lines 29 or 30.
~ Information about Schedule MJForm 990) and its Instructions is at
1545 ~ 0047
53-0196517
Types of property
(a)
Check if
applicable
1
2
Art . Works of art
3
Art · Fractional interests .. .... .................. . ~ ... .
4
5
Books and publications ... ... ... .... .... .. .. .. ...... .
Clothing and household goods .... ... .. .. .. .... .
6
Cars and other vehicles ....... ... ~ .. .. ~ .. .... .. .. .. ..
(b)
(c)
Number of
Noncash contribution
contributions or
amounts reported on
items contributed Form 990 Part VIII line 10
(d)
Method of determining
noncash contribution amounts
Art . Historical treasures
7
Boats and planes . ~ .. ... .... .. ~ ...... ~ .... ~ ... .. ~ ... ~ . ~ .
8
Intellectual property
9
Securities· Publicly traded .... .... ... .. ... ~ .. ... ..
10
11
Securities· Closely held stock ....... ... .... .. .. .. .
Securities · Partnership, llC, or
.... .. ..... .. ............ ... .... .
x
trust interests
12
Securities· Miscellaneous
13
Qualified conservation contribution·
5..J','J75. !FAIR VALUE
1
r
." i
Historic structures
14
15
16
17
18
19
20
21
22
23
Qualified conservation contribution· Other .. .
Real estate · Residential
.. ..... .... ... .. ... ~ ..... ..
Real estate · Commercial .. ... .... .... .... ... .......
Food inventory .... .. .. ... .. ... .. .. .... ... ....... .. ......
Drugs and medical supplies ...... .. .. .. .. ..... .... ~
Taxidermy ... .. ... .. ...... ... ... .. ........ ~ .. ...... .. .... ~
Historical artifacts
Scientific specimens .. . ~ .... ...... .... .. ..... .. ... ~ ~.
24
25
~~~~~~~rtijac~
26
27
28
Other
~
(
)
Other
Other
~
(
(
)
)
29
j---,K"'"-_'
~dl.\...
.:l:J
~--:z""""'-=-l-n
-7---r------+------------
__
Real estate · Other .... ............. .. .. ... .. .. .. ... ... ,\rii-~
' ":Iil~_-tr
f--'
-..ljJH-~
_-~,~----+----------Collectibles ..... ~ .......... ... .. ~ ~ ... .... .. .. .. .. ... .... ..4.
""-::Il
;:-~
_-+
\.
~::::;JY-_,.~
-...l
~..--___t -_ _ _ _ _ _ _ _ __
~
__
pC
~---I=~
'-.--..,...---H./'\
F---#-' ----+------------
1-_
~ _----oJH~
_...,'
,....:=J
~_ ___~~
.,.;::.;r----------I-------------
\ )
. . ..
r,'
J:-,
~- ~IIq-_ _ _+
' --~*_---------t--------------
.. ................ ..... . ~I~
~)~..~
~_-~___~
~;~
~I-
_______-1-------------
14f"
Number of Forms 8283 received by the organization during the tax year for contributions ..... .
for which the organization completed Form 8283, Part IV, Donee Acknowledgement .. ...
129 1
-.-_O..-__
L....::::......L-_ _ _ _ _ _ _ _ _ _
Ves
No
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 ·28, that it must hold for
at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for
the entire holding period? ....... .. .. ...... .. ... ... ... .. .. ..... .... ... ..... .. ... .. .. ..... .. ... .. ....... .. ... .... ..... .. ..... .. .... ... .. .... .. ..... ....... .... .. .. .... .... ... .
b If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any non·standard contributions?
31
30a
X
31
X
32a
x
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions?
b If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
lHA
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule M (Form 990) (2013)
332141
13
0 9· 03~
15200408 790809 53-0196517
57
53-0196517
Pa e 2
Supplemental Information. Provide the information required by Part I, lines 30b, 32b,
and 33, and whether the organization
is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete
this part for any additional information.
SCHEDULE M, PART I, COLUMN (B):
EXPLANATION: PART I, COLUMN (B) REPRESENTS THE TOTAL AMOUNT OF ITEMS
CONTRIBUTED.
332142 09-03-13
15200408 790809 53-0196517
Schedule M (Form 990) (2013)
58
SCHEDULE 0
Supolemental Information to Form 990 or 990-EZ
tomplete to provide information for responses to specific questions on
Form 990 or 99O-EZ or to provide any additional information.
~ Attach to Form 990 or 99O-EZ.
OMB No. 1545-0047
2013
Open to Public
Ins ection
53-0196517
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
GOODWILL WORKS TO ENHANCE THE DIGNITY AND QUALITY OF LIFE OF
INDIVIDUALS AND FAMILIES BY STRENGTHENING COMMUNITIES, ELIMINATING
BARRIERS TO OPPORTUNITY, AND HELPING PEOPLE IN NEED REACH THEIR FULL
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
SIX GOODWILL MEMBERS IMPLEMENTED THE PROGRAM IN THE IR COMMUNITIES.
FOR
[,IONAL $10.79
JULY 2013 THROUGH JUNE 2014, GIl
MILLION FOR THE SAME PURPOSE.
I WAS AWARDED $5
MILLION FOR 10
TH GOODGUIDES(R)
CAREER-FOCUSED
THROUGH SEPTEMBER
22 GOODWILL MEMBERS TO
2016,
SERVE YOUTH WITH CAREER-
FOUNDATIONS:
CHARLES SCHWAB - GOOD ASSETS: FOR SEPTEMBER 2012 THROUGH SEPTEMBER
2014, GIl RECEIVED AN AWARD IN THE AMOUNT OF $300,000 FROM THE CHARLES
SCHWAB FOUNDATION TO SUPPORT THE GOOD ASSETS PROJECT.
IT SUPPORTS
FINANCIAL STRENGTHENING INCLUDING FINANCIAL EDUCATION, FINANCIAL
COACHING, DEBT REDUCTION, AND ASSET BUILDING AT GOODWILL INDUSTRIES
CENTRAL INDIANA, INC.
(GICI).
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 99O-EZ.
Schedule 0 (Form 990 or 99O-EZ) (2013)
332211
09-04-13
15200408 790809 53-0196517
59
Schedule 0 Form 990 or 990·
Pa e 2
53-0196517
WAL-MART FOUNDATION:
FOR AUGUST 2012 THROUGH DECEMBER 2014, THE WALMART FOUNDATION AWARDED
GIl A $7.8 MILLION GRANT FOR BEYOND JOBS, COMPREHENSIVE CAREER
DEVELOPMENT SERVICES FOR UNEMPLOYED AND UNDEREMPLOYED WOMEN, THAT IS
SUB GRANTED TO 45 GOODWILL MEMBERS TO SERVE 12,250 INDIVIDUALS. THE
PROGRAM INCLUDES JOB TRAINING AND RETENTION SERVICES WITH WRAP-AROUND
FAMILY SUPPORTS WITH A FOCUS ON MEETING THE NEEDS OF LOCAL INDUSTRY SO
PARTICIPANTS CAN LEVERAGE SUSTAINABLE RESOURCES VIA CAREERS.
OF $1. 0
ORT THREE GOODWILL
MEMBERS IN EQUIPPING VETERANS
TO SECURE EDUCATION,
FINANCIALLY
FOUNDATION AWARDED
STRONG. FOR
15
GIl A GRANT OF $5 MILLION
TO
SERVICES NECESSARY TO BECOME
SECURE EDUCATION, TRAINI
FINANCIALLY STRONG.
ON GOODWILL COMMUNITIES WITH A
THE
HIGH CONCENTRATION OF VETERANS, ESPECIALLY NATIONAL GUARDS, RESERVES
AND VETERANS OF OEF AND OIF.
FOR NOVEMBER 2012 TO AUGUST 2013, THE WALMART FOUNDATION AWARDED GIl
THE MYFREETAXES GRANT IN THE AMOUNT OF $867,141 TO EXPAND ACCESS TO AND
USE OF FREE TAX PREPARATION SERVICES AMONG LOWER-INCOME INDIVIDUALS AND
FAMILIES THROUGHOUT THE U.S. FOR AUGUST 2013 THROUGH SEPTEMBER 2014,
THE WALMART FOUNDATION AWARDED GIl THE MYFREETAXES GRANT IN THE AMOUNT
OF $920,759 TO EXPAND ACCESS TO AND USE OF FREE TAX PREPARATION
SERVICES AMONG LOWER-INCOME INDIVIDUALS AND FAMILIES THROUGHOUT THE
332212
09· 04·13
15200408 790809 53-0196517
60
Schedule 0 Form 990 or 990-
Pa e2
u.s.
53-0196517
IT COMBINES TRADITIONAL VITA VOLUNTEER TAX PREPARATION WITH
INNOVATIVE, ONLINE SELF-PREPARATION AND FILING TOOLS THAT CAN ENGAGE
NEW FILERS.
CATERPILLAR FOUNDATION:
FOR JUNE 2012 THROUGH DECEMBER 2014, THE
CATERPILLAR FOUNDATION AWARDED GIl A THREE YEAR GRANT IN THE AMOUNT OF
$509,328 TO FUND EXPANSION OF THE GOODWILL MODEL IN BRAZIL TO PROMOTE
EMPLOYMENT, TRAINING AND JOB PLACEMENT SERVICES FOR PERSONS WITH
DISABILITIES.
014, BANK OF
BANK OF AMERICA: FOR JANUARY 2013
VESTED IN
AMERICA AWARDED GIl A GRANT IN
VETS PROGRAM.
VETERANS AND THEIR
THE FUNDS
EDUCATION,
FAMILY MEMBERS IN TWENTY
TRAINING AND SUPPORTS THEY
ANNIE E. CASEY
DECEMBER, 2013, THE
FOUNDATION-.~'ro
TO SUPPORT INITIATIVES
ANNIE E. CASEY
THAT CONNECT FAMILIES TO SERVICES, SUPPORT, AND RESOURCES THEY NEED TO
ACHIEVE ECONOMIC INDEPENDENCE.
IN NOVEMBER 2013, GIl RECEIVED AN
ADDITIONAL $115,000 TO SUPPORT MISSION DATA REPORTING AND A LEARN AND
LEAD LAB FOCUSED ON INTEGRATED SERVICE DELIVERY.
LUMINA FOUNDATION: FOR SEPTEMBER 2011 THROUGH SEPTEMBER 2014, THE
LUMINA FOUNDATION AWARDED GIl $550,000 TO EXPAND GOODWILL'S
COMMUNITY/COLLEGE CAREER COLLABORATION (C4) PROJECT TO CONNECT PEOPLE
WITH CREDENTIALS TO ADVANCE THEIR CAREERS.
332212
09-04-13
15200408 790809 53-0196517
61
Schedule 0 Form 990 or 990-
Pa e 2
53-0196517
GOIZUETA FOUNDATION: FOR JANUARY 2013 THROUGH DECEMBER 2015, GIl AND
FOUR GEORGIA GOODWILLS RECEIVED A GRANT OF $3.2 MILLION FROM THE
GOIZUETA FOUNDATION TO ENHANCE AND SUPPORT COMPREHENSIVE
LATINO/HISPANIC INITIATIVES IN GEORGIA'S HISPANIC COMMUNITIES.
ACCENTURE:
FOR DECEMBER 2013 THROUGH DECEMBER 2016, GIl RECEIVED A
GRANT IN THE AMOUNT OF $1.5 MILLION FROM ACCENTURE TO BUILD CAPACITY
AND PROVIDE ONLINE SUPPORT FOR MEMBER GOODWILLS AND THEIR PARTICIPANTS
IN THE GOODPROSPECTS(R) FOR CREDENTIALS TO CAREERS PROGRAM.
QBE FOUNDATION: FOR
HE QBE FOUNDATION
TUAL CAREER NAVIGATION
AWARDED GIl $50,000 TO SUPPORT
SERVICES.
KRESGE FOUNDATION:
FOUNDATION AWARDED
DULIN ENDOWMENT:
ACITY AND INFRASTRUCTURE TO
FOR JANUARY THROUGH DECEMBER OF 2013, THE DULIN
FOUNDATION AWARDED GIl $75,000 TO SUPPORT TRAINING AND LEADERSHIP
DEVELOPMENT FOR GOODWILL MEMBERS.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:
AMONG THE DIRECT SERVICES TO LOCAL GOODWILL MEMBERS:
- MISSION ADVANCEMENT AND BUSINESS CONSULTATIONS
- ADVISORY SUPPORT TO LOCAL GOODWILL BOARDS OF DIRECTORS IN EXECUTIVE
SEARCHES
- LEARNING OPPORTUNITIES FOR LOCAL GOODWILL STAFF
332212
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15200408 790809 53-0196517
62
Pa e2
53-0196517
- PUBLIC WEBSITE, EXTRANET AND KNOWLEDGE RESOURCE
- FINANCIAL AND MANAGEMENT ANALYSES
- NATIONAL AND LOCAL MARKETING AND PUBLIC RELATIONS MATERIALS
- GOODTRAK(TM) CLIENT TRACKING SOFTWARE SYSTEM
- MEDIA RELATIONS AND MARKETING
- BENCHMARKING RESEARCH
- CONSULTATION AND TECHNICAL ASSISTANCE
- MYGOODWILL EXTRANET FOR GOODWILL MEMBERS
- PROFESSIONAL DEVELOPMENT PROGRAMS FOR EXECUTIVES AND SENIOR STAFF
- LICENSING OF THE GOODWILL BRAND
FORM 990 ,
AMONG THE SUPPORT SERVICES
- BOARD AND GOVERNANCE
- BUSINESS DEVELOPMENT
- RESOURCE DEVELOPMENT
- CONFERENCES AND
LEARNI~A-~t~~
- INTERNATIONAL DEVELOPME
- STRATEGIC SOURCING PROGRAMS
- PUBLIC POLICY AND GOVERNMENT RELATIONS
- RESEARCH AND DATA ANALYSIS
FORM 990, PART VI, SECTION A, LINE 1:
EXPLANATION: THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE
CORPORATION'S OFFICERS, THE CHAIR OF THE CONFERENCE OF EXECUTIVES, AND
THREE ADDITIONAL DIRECTORS SELECTED BY THE CHAIR OF THE BOARD. FOUR MEMBERS
OF THE EXECUTIVE COMMITTEE ARE EMPLOYED CHIEF EXECUTIVES OF ORGANIZATIONAL
MEMBERS AND IMMEDIATE PAST CHAIRMAN OF THE CONFERENCE OF EXECUTIVES WHO
332212
09·04·13
15200408 790809 53-0196517
63
Pa 8 2
53-0196517
SHALL BE AN EX-OFFICIO WITH VOICE, BUT NO VOTE. THE IMMEDIATE PAST CHAIR OF
THE BOARD SHALL BE EXTENDED ONE YEAR WITH VOTING RIGHTS IF THE CHAIR'S TERM
OTHERWISE WOULD TERMINATE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT
ON BEHALF OF THE ORGANIZATION AND THE BOARD, EXCEPT THAT THE EXECUTIVE
COMMITTEE DOES NOT HAVE THE AUTHORITY TO BUY, SELL, LEASE, RENT, OR MANAGE
REAL PROPERTY, OR TO FILL VACANCIES ON THE BOARD. ACTIONS TAKEN BY THE
EXECUTIVE COMMITTEE ARE REPORTED TO THE FULL BOARD AND DISCUSSED AS
NECESSARY.
FORM 990, PART VI, SECTION A, LINE 6:
o
EXPLANATION:
MEMBERS:
(1)
CATEGORIES OF
ILIATE ORGANIZATIONS.
ORGANIZATIONAL MEMBERS
E UNITED STATES AND CANADA
THE
AND ANY OTHER MEMBERS,
ORGANIZATIONS
REQUIREMENTS ESTABLISHED
OUTSIDE US AND CANADA AR
BY AGREEMENTS.
FORM 990, PART VI, SECTION A, LINE 7A:
EXPLANATION: THE DELEGATE ASSEMBLY (COMPRISED OF THE LOCAL CEO OR A MEMBER
OF THEIR STAFF, AND A LOCAL BOARD MEMBER) ELECTS PUBLIC/PRIVATE BOARD
MEMBERS; THE CONFERENCE OF EXECUTIVES (COMPRISED OF MEMBER CEO'S) ELECTS
THE MEMBERS OF THE EXECUTIVE COUNCIL, WHICH ARE EX-OFFICIO MEMBERS OF THE
BOARD. THE IMMEDIATE PAST BOARD CHAIR WILL REMAIN AS A VOTING MEMBER OF THE
BOARD FOR THE YEAR SUBSEQUENT TO HIS OR HER SERVICES AS CHAIR OR THE END OF
HIS OR HER TERM ON THE BOARD, WHICHEVER IS LONGER.
(BOARD CHAIRS ARE
SELECTED BY THE BOARD OF DIRECTORS).
332212
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64
Pae2
53-0196517
FORM 990, PART VI, SECTION A, LINE 7B:
EXPLANATION: THE DELEGATE ASSEMBLY, ACCORDING TO THE BYLAWS, "SHALL ELECT
THE BOARD OF DIRECTORS, FIX THE DUES OF THE CORPORATION'S ORGANIZATIONAL
MEMBERS, VOTE UPON PROPOSED AMENDMENTS TO THE BYLAWS, VOTE UPON PROPOSED
CHANGES TO THE TERRITORY POLICY, AND VOTE UPON REQUIREMENTS FOR
ORGANIZATIONAL MEMBERSHIP." ADDITIONALLY, THE DELEGATE ASSEMBLY HAS THE
RIGHT TO VOTE ON THE FOLLOWING: MATERIAL MODIFICATIONS OR ADDITIONS TO
GOODWILL'S REQUIREMENTS FOR MEMBERSHIP OF ITS ORGANIZATIONAL MEMBERS. ANY
SUCH MODIFICATION OR ADDITION MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE
DELEGATE ASSEMBLY.
FORM 990, PART VI, SECTION B,
EXPLANATION: ONCE THE FORM
GOODWILL'S AUDIT
COMMITTEE REVIEWS, DISCUS
AFTER THE
COMMITTEE-ACCEPTED, THE FO
IT IS EACH BOARD MEMBER'S
THE FULL BOARD
SPONSIBILITY TO REVIEW THE FORM 990 IN
SUFFICIENT DETAIL SO AS TO BRING ANY QUESTIONS OR CONCERNS TO THE TABLE
BEFORE ACCEPTANCE.
FORM 990, PART VI, SECTION B, LINE 12C:
EXPLANATION: GOODWILL REQUIRES EVERY BOARD MEMBER AND EVERY EMPLOYEE TO
FILL OUT AND RETURN AN ANNUAL CONFLICT OF INTEREST CHECKLIST. THE COMPLETED
CHECKLISTS ARE THEN REVIEWED FOR ITEMS OF CONFLICT. ITEMS NOTED AS A
POTENTIAL CONFLICT, IF ANY, ARE REVIEWED BY BOTH THE AUDIT COMMITTEE AND
GENERAL COUNSEL, AND APPROPRIATE ACTION IS TAKEN TO HANDLE THE DISCLOSURES.
332212
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65
Pa e 2
53-0196517
FORM 990, PART VI, SECTION B , LINE 15:
EXPLANATION: EVERY YEAR, WE HIRE AN EXTERNAL COMPENSATION CONSULTANT TO
SURVEY THE MARKETPLACE AND TO PROVIDE
POSITION.
US WITH MARKET DATA ON THE CEO
THIS POSITION IS MATCHED WITH OTHER SIMILAR POSITIONS IN
ORGANIZATIONS WITH SIMILAR REVENUES AS GOODWILL INDUSTRIES INTERNATIONAL ,
INC.
FOR THE CEO POSITION, BOTH BASE PAY AND TOTAL COMPENSATION PAY ARE
COMPARED.
TOTAL COMPENSATION INCLUDES BASE PAY, BONUS PAY , AND DEFERRED
COMPENSATION.
EVERY YEAR, THE COMPENSATION COMMITTEE, A SUB-COMMITTEE OF
THE BOARD, CONDUCTS A FORMAL PERFORMANCE EVALUATION ON THE CEO.
THIS
REVIEW CONSIDERS OUTCOMES ON
STRATEGIC
PLAN AS WELL AS RESULTS FROM
SURVEY
RESULTS ARE COMPILED
ENSATION CONSULTANT AND
THE COMPENSATION
FORWARDED TO THE CHAIR OF
COMMITTEE USES THE
E RESULTS FROM THE COMPILED
INCREASE IN PAY
PERFORMANCE SURVEY TO
AND/OR BONUS
CEO POSITIONS.
RANGES FOR COMPARABLE
THAT IS
BONUS, IF ANY, IS
THE CEO'
EFFECTIVE JUNE 1ST.
FOR OFFICERS AND KEY EMPLOYEES , POSITIONS ARE MATCHED BY AN EXTERNAL
COMPENSATION CONSULTANT WITH OTHER SIMILAR POSITIONS IN ORGANIZATIONS WITH
SIMILAR REVENUES AS GOODWILL INDUSTRIES INTERNATIONAL, INC.
REVIEWED ARE:
THE POSITIONS
CHIEF OPERATING OFFICER, CHIEF COMMUNICATIONS OFFICER &
SENIOR VP GLOBAL AFFAIRS, CHIEF FINANCIAL OFFICER, AND THE VICE PRESIDENT
OF HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPMENT.
THE MARKET RANGES FOR
BASE PAY AND BASE PLUS BONUS ARE PROVIDED TO THE COMPENSATION COMMITTEE FOR
THESE POSITIONS BY THE
EXTERNAL COMPENSATION CONSULTANT.
THE COMPENSATION
COMMITTEE REVIEWS THIS DATA AND APPROVES THE RANGES TO BE USED BY THE CEO
33m2
09-04-13
15200408 790809 53-0196517
66
Pa e 2
GOODWILL INDUSTRIES INTERNATIONAL , INC.
IN DETERMINING THEIR BASE PAY PLUS BONUS.
OFFICERS AND KEY EMPLOYEES,
53-0196517
THE PAY AND BONUS AWARD FOR THE
IF ANY, ARE AWARDED IN JANUARY OF EACH YEAR.
NOTES FROM THE ABOVE PROCESS ARE PRODUCED CONTEMPORANEOUSLY BY THE CHAIR OF
THE COMPENSATION COMMITTEE.
FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990:
AL,AK,AR,CA,CT,FL,GA,HI,IL,KS , KY , MD,MA,MI,MN,MS,MO,NH , NJ,NM,NY,NC,OH , OK,OR
PA,RI,SC,TN,UT , VA,WV , WI
FORM 990 , PART VI , SECTION C , LINE 19:
S OF ITS ARTICLES OF
EXPLANATION: GOODWILL PROVIDES,
INCORPORATION, BYLAWS, AND ITS
ITS
ORGANIZATION'S FINANCIAL
PUBLIC WEBSITE.
FORM 990 , PART XI ,
37 , 459.
UNREALIZED GAIN ON
FORM 990, PART XII, LINE 2C:
EXPLANATION: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM
THE PREVIOUS YEAR.
FORM 990, PART VII, SECTION A, LINE 1A:
EXPLANATION: IN ADDITION TO ITS VOTING DIRECTORS, GOODWILL HAS TWO
NON-VOTING EMERITUS BOARD MEMBERS:
WILL A. COURTNEY AND EVELYNE
VILLINES. THEY MAY BE CONTACTED IN CARE OF GOODWILL.
332212
09-04-13
15200408 790809 53-0196517
67
2013.03020 GOODWILL INDUSTRIES INTERNA 53 - 01921
OMS No.
Related Organizations and Unrelated Partnerships
SCHEDULER
(Form 990)
~Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or
~ See separate instructions.
2013
37.
Open to Public
Inspection
Department of tile T.eastJl)'
Int",nal Reven ue Se.vice
Part I
1545-0047
53-0196517
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
(b)
(c)
(d)
(e)
(f)
Name, address, and EIN (if applicable)
of disregarded entity
Primary activity
Legal domicile (state or
Total income
End-of-year assets
Direct controlling
entity
foreign country)
15810 INDIANOLA DRIVE LLC (SINGLE MEMBER
LLC) - 53-0196517, 15810 INDIANOLA DRIVE,
ROCKVILLE, MD
~OLDING ENTITY FOR GIl'S
~EMBER SERVICES CENTER
20855
,~ ,~
,
,<8
~~
Q
Part II
1
(b) ~""'"
(a)
GOODWILL MISSION AND JOB CREATION SERVICES,
INC.
~
Primary ~
(GMJCS) - 45-5221005, 15810 INDIANOLA
DRIVE, ROCKVILLE , MD
20855
---
<1
318,842.
75,640 .
P"',,-\
.A.
" ' (orm 990, Part IV, line 34 because it had one or more related tax-exempt
I~
e.
lmlCile (state or
o
gn country)
(d)
Exempt Code
section
(e)
Public charity
status (if section
(f)
Direct controlling
entity
501 (c)(3))
section(~12(bX13)
controlled
entity?
Yes
No
LOANS TO GW ¥ERS AT A
~OWER
!urn
COST TO CREATE JOBS
PROMOTE MISSION
PISTRICT OF COLUMBIA ~01(C)(3)
:>09(A) (2)
3II
X
Schedule R (Form 990) 2013
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
332161
09-12-13 LHA
,
.~'
c-.\
Identification of Related Tax-Exempt Organizations Complete if t~ organr an ~ed
organizations during the tax year.
Name, address, and EIN
of related organization
/.
IofARYLAND
68
ScheduleR(Form990) 201 3
53-0196517
Page 2
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered ·Ves" on Form 990, Part IV, line 34 because it had one or more related
organizations treated as a partnership during the tax year.
Part III
(a)
(b)
Primary activity
(e)
Legal
domicile
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income
~elated, unrelated,
exc uded from tax under
sections 512-514)
(f)
Share of total
income
(h)
(g)
Share of
end-of-year
assets
Disproportionate
allocations?
Yes
No
(i)
(j)
(k)
<>en"",,! or Percentage
Code V-UBI
amount in box managIng Qwnership
20 of Schedule ~~
K-1 (Form 1065) Yes No
/.
(
n..'V
,
- ~'} ..
/'~
PartlY
r6'
(1
~v
"
~.
~
Identification of Related Organizations Taxable as a corpora~ Trust Ca...~ i~rganC
organizations treated as a corporation or trust during the tax year.
".../
(a)
(b)
Primary activn r
~
..)
...",.-
"'"
V
332162 09-12-13
,
~~~Q:o
J
(state
foreig
coun
0'
0-9
ect
an~red
ntrolling
tity
"Yes" on Form 990, Part IV, line 34 because it had one or more related
(e)
(f)
(g)
(h)
(i)
Type of entity
(C corp, S corp,
or trust)
Share of total
income
Share of
end-of-year
assets
Percentage
ownership
S12(bX13)
Section
controlled
entity? ·
Yes
No
ScheduleR(Form990)2013
Part V
53-0196517
Transactions With Related Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, line 34, 35b, or 36.
Yes I No
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1
Page 3
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royatties or (iv) rent from a controlled entity
1a
b Gift, grant, or capital contribution to related organization(s)
1b
IX
X
c Gift, grant, or capital contribution from related organization(s)
1c
d Loans or loan guarantees to or for related organization(s)
1d
X
X
e Loans or loan guarantees by related organization(s)
1e
X
f
X
Dividends from related organization(s)
X
X
X
g Sale of assets to related organization(s)
h Purchase of assets from related organization(s)
X
k Lease of facilities, equipment, or other assets from related organization(s)
11
m Performance of services or membership or fund raising solicitations by related orLni
1m
n
p
q
1n
X
10
X
X
1
1
X
1r
X
1s
2
X
X
X
1k
Performance of services or membership or fund raising solicitations for related orga
If the answer to an'
X
this line, including covered relationshics and transaction thresholds.
(c)
(a)
Name of related organization
Transaction
type (a-s)
Amount involved
(d)
Method of determining amount involved
l,OOO,OOO.~ASH
1\
GMJCS
B
(2\
GMJCS
Q
3\
GMJCS
R
12,240.LOAN SERVICING AGREEMENT
l,OOO.~ASH
4'
5
6
332163 09-12-13
70
Part VI
53-0196517
Page 4
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
(b)
of entity
Primary activity
(e)
(d)
(e)
Arean
Predominant income ~l1nel'Ssec.
Legal domicile
(related, unrelated,
SOI(c)~)
(state or foreign
exclu ded from tax
~8.country)
under section 512-514) yes No
(f)
(g)
Share of
total
income
Share of
end·of·year
assets
(h)
(i)
Dispropor'
Code V-UBI
tionate amount in box
Ul
of Schedule K-1 re:~
(Form 1065) Ives NO
Yes No
~~
(k)
iGanemlOf Percentage
20 managln9
ownership
,0 ~
"-~ V'
,~V,..9.~ '" "
D
'~
t
V
~
r~~
~R
:"'-'
~~ ~
cD
.
<'.~
G
~
V
-
-
332164
09-12·13
71
INC. 53-0196517
Pae5
Provide additional information for responses to guestions on Schedule R (see instructions).
332165 09·12·13
15200408 790809 53-0196517
72

990 - Goodwill

Transcription

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