2015 Annual Report - Goodwill of the Heartland

Our Feature presentation
ANNUAL
REPORT
Pat Airy, President & CEO
David Bywater, Board Chair
Touchi n g Stori e s - Touchi n g Li v es
Our 50th anniversary year was one of much celebration and reflection. We share
heartfelt thanks with our enduring supporters for celebrating this milestone with us
and for walking alongside us throughout the years in service to our mission. You are
donors, shoppers, business and community partners, volunteers and team members
and your dedication and compassion makes amazing things happen. Here is a look
at the highlight reel for 2015:
We opened a second Helms Career Center. This newest site is located in our
Muscatine, Iowa store. The Helms Career Center is named in honor of national
Goodwill founder and Iowa native Edgar J. Helms. A new vision for Goodwill, our
centers offer free assistance to job seekers. We also work directly with employers
to meet their hiring needs.
Our SKILLS Day Habilitation services grew in 2015. We added new programs in
Clinton and Burlington, Iowa. Through SKILLS, we help people with disabilities and
other barriers to more fully experience their community and increase independence.
We also continued our retail growth with the addition of two new Iowa stores.
The first opening was in Keokuk. This location is now the most southern store in
our service area. The second opening was in Cedar Rapids bringing our store
count there to three. In all, we now have 17 stores in our 19-county service area
that includes the Iowa City/Cedar Rapids Corridor and the Quad Cities.
We received many new grant opportunities in 2015 allowing us to continue to
diversify and expand who we serve. We are well-known for offering job training and
employment assistance for people with disabilities. What you may not realize is that
we also help veterans, seniors, youth facing employment challenges, people
overcoming substance abuse and other struggles; those that may be unemployed or
underemployed and lacking job skills and work experience for a variety of reasons.
In a time of unparalleled legislative and funding changes affecting what we do and
how we do it, we also achieved a record number of job placements at 778. In total,
we provided over 18,000 services to people with barriers to independence.
Throughout 2015, we recognized and honored the legacy of Edgar J. Helms.
We will continue our work to fulfill his vision each and every day and we remain
committed to his founding purpose. Edgar created an innovative system to collect
used items from the community and to repair and sell them to create opportunities
for skill development and employment. We operate essentially the same way and
for the same reasons today. Edgar wanted people with disadvantages to have the
chance to make meaningful contributions and to fully participate in society. He
believed in the potential of people and the power of work.
We encourage you to take a moment to view our 50th anniversary documentary
“Touching Stories-Touching Lives” found on YouTube. Please know that you are an
important part of our story and we appreciate the role that you play.
FINANCIAL STATEMENT
Statement of Activities
For the Year Ended December 31, 2015 with comparative totals for 2014
Revenue
2015
United Way and Contributions 1)
2014
280,760
252,594
Program Fees and Grants
7,819,774
7,248,690
Store Sales and Recycling
Contracts with Businesses
Other Revenue
22,932,090
1,912,897
42,216
21,223,888
1,898,293
35,373
Total Revenue
32,987,737
30,658,838
23,206,570
21,561,812
Expenses
Payroll Expenses
Supplies and Services Purchased
1,584,729
1,354,329
Facilities and Equipment
4,473,792
4,324,643
Travel and Vehicles
1,315,409
1,202,709
Depreciation and Other Expenses
2,131,685
2,023,954
32,712,185
30,467,447
275,552
191,391
Total Expenses
Change in Net Assets
1)
Includes temporarily restricted United Way funds of $68,500 for 2015
and $74,213 for 2014.
Balance Sheet
December 31, 2015 with comparative totals for 2014
Assets
Cash and Investments
2015
2014
6,550,055
6,529,145
Accounts Receivable
953,051
995,138
Other Current Assets
1,215,017
1,029,517
12,031,043
11,372,798
Property and Equipment
Other Assets
109,845
543,903
Total Assets
20,859,011
20,470,501
564,742
387,220
1,898,177
1,728,407
625,272
432,989
Liabilities and Net Assets
Accounts Payable
Accrued Payroll and Benefits
Other Current Liabilities
Long-Term Debt
5,402,020
5,828,637
Total Liabilities
8,490,211
8,377,253
Net Assets
12,368,800
12,093,248
Total Liabilities and Net Assets
20,859,011
20,470,501
CliftonLarsonAllen, LLP, an independent auditor with offices in Cedar Rapids, Iowa,
completed the audit of Goodwill's 2015 financial statements. A complete copy of Goodwill's
audited financial statements is available upon request.
Donors
Aero Rental & Party Shoppe
Dave & Pat Airy
Randy Alliger
Debra K. Anderson
Steven Anderson
Claire Askelson II
Karlyene Bailey
Dan & Susan Balta
Sheila Barron
Lois Bartelme
Luther Batte
Robert & Sharon Blaser
Willard & Susan Boyd
Bob & Wendy Bucklin
Natasha Burton
Richard & Ann Burton
David Bywater
Café del Sol
Andy, Anne, Joy & Jon Cameron
Richard & Fredda Caplan
Robert Clark
Cedar Rapids Ball Club, Inc.
James Cole
Cedar Rapids Freedom Festival, Inc.
David & Jen Dickey
Alan Dreyer
Denise Dunn
Richard Dyson
Irvin W. Emig
Michael & Cora Engelken
Jerre & Tamera Erb
Evergreen Packaging Equipment
Linda Flinn
Robert H. Gaffey
GEMP LLC
Harlan Graber
Kay Graber
Paul & Jeane Grossman
Daniel & Amber Hardin
Dr. Charles & Lelia Helms
James Hennes
Sue Hergert
Dr. Charles & Anne Hesse
Hills Bank & Trust Company
Hi-Way New Leader
Ron & Arlene Holden
Tana Jennings
Kenneth L. Johnson Estate
Susan Joy
Kapstone Paper & Packaging
Joe & Mindy Kayser
Mildred Keller
Lynetta Kuennen
Scott Killip
Gina Kloos
Jean Knepper
Jeff & Audrey Knox
Dale & Kelly Jo Kretschmar
Lamb Land LLC
Jaqueline Lee
Richard & Elizabeth Lockhart
Karl & Vicki Lonngren
Ryan Lunemann
Royce Majors
Amanda McConaughy
James & Mary McCue
Jennifer McNamara
John Menninger
Mercy Cedar Rapids
Susan Michaelson
MidWestOne Bank
Russell & Kaylene Miller
Lionel & Debbie Miller
Stephen Dunham & Lora Morgan-Dunham
Mary Jo Murray
Nelson Electric Co.
Newman Catholic Student Center
John & Christine North
Scott & Penny Olson
Beth Pennell
The Perry Foundation
Phil & Barbara Peterson
Andrew Piro
Rob & Todd Pope Sandquist
Progressive Rehabilitation
Eunice M. Prosser
Quad Cities River Bandits
Marc Rahe
Ronald Rasmussen
Robin Rettig
Peter & Elizabeth Riesz
John Rife
Tom Rocklin
Scheels
Stephen Scheer
Elayne Sexsmith
Madeline Shea
Kathy Shelton
Shuttleworth & Ingersoll
Guy & Leanne Sommers
Peter & Ida Sorensen
Eugene & Susan Spaziani
Oliver & Joy Steele
John Stokes
Susan Swain
Ang Taake
Wayne & Kristin Thelander
Gregs & Mettie Thomopulos
Jason & Angie Toms
Mike & Mary Kay Townsend
David & Lynne Tuel
Kenneth & Julie Urmie
Van Meter Donor Advised Fund/GCRCF
Bill & Donna Warhover
John & Judy Watson
Levern Weems
Betty Winokur
Amy Winslow
Steve & Sue Wolken
Trudy Wright
Wayne & Dianne Wurzer
Ekhard & Wendy Ziegler
In Honor/Memorials
In Honor of Jeanne Juehring
Edith Harrelson
In Honor of Dan Spaziani
Carol Spaziani
In Memory of Bernie Barber
Bonnie Love
In Memory of Edna Booker
Dr. Lanny & Jann Kampfe
In Memory of Alan Campbell
Miriam Campbell
In Memory of Kathryn Wiemer
David & Barbara Wiemer
Matching Gifts
Alliant Energy Foundation
Grant Sources
Domestic Violence Intervention Program
Iowa 6th Judicial District
Iowa Department of Transportation
Iowa Department of Vocational Rehabilitation
Pilot Club of Johnson County
United Way of East Central Iowa
United Way of Johnson & Washington Counties
United Way of Muscatine
US Department of Labor
US Department of Veteran Affairs
Board of Directors
David Bywater, Chair
Tru Art Color Graphics
Iowa City, IA
Desiree Kilburg
Shuttleworth & Ingersoll, PLC
Cedar Rapids, IA
Elayne Sexsmith, Vice-Chair
Center for Disabilities & Development
Iowa City, IA
Dale Kretschmar
Kerndt Brothers Savings Bank
Cedar Rapids, IA
Ken Urmie, Treasurer
MidWestOne Bank
Iowa City, IA
Julie Kunkel
Great Western Bank
North Liberty, IA
Ang Taake, Secretary
Evergreen Packaging Equipment
Cedar Rapids, IA
Alfred Ramirez
Diverse Strategies
East Moline, IL
Julie Banker
Worley Companies
Cedar Rapids, IA
Tom Rocklin
University of Iowa
Iowa City, IA
Rose Donnelly
Rockwell Collins
Cedar Rapids, IA
Paul Rumler
Quad Cities Chamber of Commerce
Moline, IL
Amber Hardin
Stanley, Lande & Hunter, PC
Muscatine, IA
Dick Schwab
Solon, IA
John Harp
Cornell College
Mount Vernon, IA
Gregs Thomopulos
Stanley Consultants, Inc.
Muscatine, IA
Charles Helms
Iowa City, IA
Tom Werderitsch
Selzer Werderitsch Associates
Iowa City, IA
Richard Kannan
Transamerica Business Services
Cedar Rapids, IA
Bruce Westemeyer
Procter & Gamble
Iowa City, IA
Senior Leadership Team
Pat Airy
President & CEO
Mindy Kayser
Vice President of Marketing
Wendy Bucklin
Director of Human Resources
Jessica Schamberger
Vice President of Operations
Tamera Erb
Senior Vice President & CFO
Jason Toms
Vice President of Retail
Melody Graham
Vice President of Mission Services
NOW SHOWING
50 Years
GOODWILL OF THE HEARTLAND
Touchi n g Stori e s - Touchi n g Li v es
Nationally, Goodwill Industries was founded in
1902 in Boston, Massachusetts by a Methodist
minister named Edgar J. Helms. Helms grew up
in Iowa in the Spirit Lake area and is a graduate
of Cornell College in Mount Vernon. Helms
served briefly at the United Methodist Church in
Solon, Iowa, his first experience in ministry.
In addition to Edgar J. Helms being from Iowa,
Goodwill of the Heartland has another special
tie to the national founder. His grandson,
Dr. Charles Helms, currently serves on our
local Board of Directors.
Colonel Brooks Booker
Edgar J. Helms
The year 2015 marked a milestone for Goodwill
of the Heartland. We celebrated our 50th
anniversary. In November of 1965, Goodwill
Industries of Southeast Iowa was officially
incorporated in the State of Iowa. With the
expansion of our service area, we eventually
changed our name to Goodwill of the Heartland
in 2006. As Board President, Colonel Brooks
Booker played an important role in founding our
Goodwill in partnership with the Iowa City
Kiwanis and the ARC of Johnson County.
In June of 1970, our Goodwill formally
established a Contract Services Division
with the help of a federal workshop grant.
By 1974, contract work totaled $175,000.
In 2015, contract revenue exceeded the
$1.2 million mark.
In the 1980s and 1990s, we generated the
majority of our income from beverage
container recycling operations. In addition
to funding program support, this business
line provided employment and training
opportunities. Goodwill’s 19-year association with beverage container recycling
ended in July 1999. From 2000 forward,
the focus shifted to expanding our number
of retail stores and growing sales.
The first Goodwill of the Heartland retail stores
were referred to as “Goodwill Budget Stores.”
Many stores have come and gone and moved
over the years. The first four locations included
Iowa City, Washington, Marion and Muscatine.
Goodwill of the Heartland currently serves 19
counties in Southeast Iowa and Western Illinois
which includes the Cedar Rapids/Iowa City
Corridor and the Quad Cities. We now have 17
store locations across this service area with
plans to continue our retail growth.
Our Goodwill stores create jobs and provide
positive economic impact in the communities
we serve. They are an important source of
support for our programs providing over 70% of
our income in 2015. Our retail stores also offer
a place for job training and a means of sharing
the Goodwill mission within our communities.
Recognizing and celebrating the achievements
of those we serve has always been important to
Goodwill of the Heartland. This recognition has
taken many forms over the years including an
awards banquet. In 2014, we rebranded our
annual awards event as “The Edgars” in honor
of national Goodwill founder Edgar J. Helms.
With this re-branding came an Oscars-like
atmosphere complete with a red carpet arrival
and statues for the award winners.
Throughout our history, Goodwill has remained
committed to providing social and economic
opportunities for people with barriers to independence. We are well known for offering
employment assistance and other services for
individuals with disabilities. What you may not
know is that we also provide help to other
populations with barriers – veterans, seniors,
youth facing employment challenges, people
overcoming substance abuse and history of
incarceration; those that may be lacking job skills
and work experience for a variety of reasons.
Thank You!
With the support and dedication of people like
you, Goodwill of the Heartland will continue to
make a meaningful impact for decades to come.
Kalvin Goodlaxson
Iowa City
SKILLS DAY HABILITATION ACHIEVER
Debra Calloway
Cedar Rapids
SUPPORTED COMMUNITY LIVING ACHIEVER
Charles Lee
Iowa City
TOWNSEND ACHIEVER
Marcus Sells
Quad Cities
EMPLOYMENT ACHIEVER
David Alexander
Cedar Rapids
TRAINEE ACHIEVER
Every day we have the privilege and joy of celebrating
success with the people we serve.
Find the stories of our top achievers of 2015 at:
http://goodwillheartland.org/people-services/success-stories
For more inspiring videos from Goodwill, including our
50th anniversary documentary, visit our YouTube channel:
http://www.youtube.com/goodwillheartland
GOODWILL AT A GLANCE
2
19
COUNTY SERVICE AREA (INCLUDING CEDAR RAPIDS, IOWA CITY & QUAD CITIES)
RETAIL-BASED HELMS CAREER CENTERS
1
REBOOT COMPUTER RECYCLING/SALES
17
6
OFFICES/SERVICE SITES
RETAIL STORES AND GROWING
580+
TEAM MEMBERS
2015 QUICK FACTS
1
E-COMMERCE SITE SHOPGOODWILL.COM
1
RETAIL SUPPORT CENTER
2
5
SKILLS DAY HABILITATION CENTERS
CONTRACT SITES/EMPLOYMENT TRAINING CENTERS
The mission of Goodwill of the Heartland is to advance
the social and economic well-being of people who
experience barriers to independence. Goodwill offers
life and job skill development, work experience, job
placement assistance, day habilitation, supported
community living, workforce services to employers and
contract manufacturing, assembly and packaging.
community living, workforce services to employers and
contract manufacturing, assembly and packaging.
The mission of Goodwill of the Heartland is to advance
the social and economic well-being of people who
experience barriers to independence. Goodwill offers
life and job skill development, work experience, job
placement assistance, day habilitation, supported
OUR MISSION
1410 S 1st Avenue
Iowa City, IA 52240