2024-10-09T04:53:17-05:00 2023-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-01-01 060662111 GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC GOOD 2035815344 165 OCEAN TERRACE BRIDGEPORT CT 06605 JEFF NEFF INTERIM CEO 2035815344 2024-10-08 1 0 X LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2024-10-07 2023 2024-10-15 13:58:12Z JEFF NEFF 165 OCEAN TERRACE BRIDGEPORT CT 06605 55341824 0 X GWCT.ORG X 1951 CT GOODWILL SERVES PEOPLE WITH DISABILITIES, ECONOMIC DISADVANTAGES AND OTHER BARRIERS TO EMPLOYMENT. OUR MISSION IS TO HELP PEOPLE ACHIEVE INDEPENDENCE AND SELF-SUFFICIENCY THROUGH JOB TRAINING AND OTHER SUPPORTIVE SERVICES. 11 11 1653 11 0 0 7738350 8752758 42497041 44719452 -2558 419789 18769 19349 50251602 53911348 0 0 0 0 28073098 32249286 0 0 121433 22494553 21455231 50567651 53704517 -316049 206831 78801031 76697031 30560047 27942876 48240984 48754155 GOODWILL OF WESTERN AND NORTHERN CT (GWNC) STRENGTHENS COMMUNITIES BY ELIMINATING BARRIERS TO EMPLOYMENT AND MAXIMIZING THE INDEPENDENCE OF ALL PEOPLE SERVED. 0 0 48699251 44738801 WITH A WORKFORCE OF 866 EMPLOYEES, GWNC SERVED 8,251 CONNECTICUT RESIDENTS IN 2023. 4,331 INDIVIDUALS RECEIVED CAREER SERVICES FROM OUR SIX FREE AND PUBLIC CAREER CENTERS. 1,190 INDIVIDUALS FOUND MEANINGFUL WORK AND 667 PARTICIPANTS WITH ACQUIRED BRAIN INJURIES, INTELLECTUAL DISABILITIES, DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR OTHER PHYSICAL CHALLENGES INTEGRATED INTO THE COMMUNITY, GAINED EMPLOYMENT, OR DEVELOPED SKILLS FOR GREATER INDEPENDENCE THROUGH GOODWILL'S PROGRAMS. GOODWILL PROVIDED 366,839 HOURS OF SERVICE IN 2023. 48699251 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 130 0 1 1653 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X LUZ RODRIGUEZ 2035815344 165 OCEAN TERRACE BRIDGEPORT CT 06605 CATHARINE H FREEMAN SECRETARY 0.50 0.50 X X 0 0 0 CHRISTINE ROSE DIRECTOR 0.50 0.50 X 0 0 0 CHRISTOPHER PETERSON TREASURER 0.50 0.50 X X 0 0 0 JAY DIAZ DIRECTOR 0.50 0.50 X 0 0 0 JOHN OSTASZEWSKI DIRECTOR 0.50 0.50 X 0 0 0 MARY ELLEN HART DIRECTOR 0.50 0.50 X 0 0 0 MORAG VANCE DIRECTOR 0.50 0.50 X 0 0 0 ROB SCINTO DIRECTOR 0.50 0.50 X 0 0 0 SEAN P KANE DIRECTOR 0.50 0.50 X X 0 0 0 STEPHEN ZEHRING DIRECTOR 0.50 0.50 X 0 0 0 TOM CATROPA CHAIRMAN 0.50 0.50 X X 0 0 0 JEREMIAH J SEGRUE CFO 40.00 0.50 X 206503 0 43178 ROCCO TRICARICO PRESIDENT/CEO 40.00 0.50 X 266568 0 8725 HEATHER A MARQUIS VP HUMAN SERVICES 40.00 X 185458 0 41347 JAMES HON DIRECTOR OF IT 40.00 X 160218 0 3969 KENNETH J BENNETT VP RETAIL & FACILITIES 40.00 X 191383 0 37431 LUZ RODRIGUEZ CONTROLLER 40.00 X 150170 0 16492 MELISSA C KELLY VP MARKETING & HR 40.00 X 201012 0 15237 1361312 0 166379 15 0 1 0 HAMILTON CONNECTION 1062 MAIN STREET EAST HARTFORD CT 06108 TEMP. SERVICE 937474 RYDER TRANSPORTATION SERVICES PO BOX 96723 CHICAGO IL 60693 TRUCK AND TRAILER RENTAL SERVICES 417962 ALL AMERICAN WASTE LLC PO BOX 630 EAST WINDSOR CT 06088 TRASH HAULING AND RECYCLING 355494 USA HAULING AND RECYCLING PO BOX 1298 ENFIELD CT 06083 TRASH HAULING AND RECYCLING 304558 GO MEDIA LLC 2074 PARK STREET SUITE 307 HARTFORD CT 06106 MARKETING & CREATIVE SERVICES 251861 12 8350864 401894 8752758 SALES 900099 43346312 43346312 VOCATIONAL SERVICES 624310 1161921 1161921 DORMITORY FEES 721310 211219 211219 44719452 381046 381046 1469219 1430476 38743 38743 38743 MANAGEMENT FEES 900099 19349 19349 19349 53911348 44738801 0 419789 520934 471207 49727 25226919 22929667 2297252 64035 55582 8453 3217167 2792471 424696 3220231 2454541 765690 181083 116475 58614 5994 27024 27024 2368538 1553353 735240 79945 252400 206904 26268 19228 596165 565426 25186 5553 9581877 9581877 639521 593689 45832 67797 19991 47806 2006918 1783335 212875 10708 SUPPLIES 3753332 3681191 72136 5 RENTAL & MAINTENANCE OF 886161 886161 MEMBERSHIP DUES 208700 139144 69556 BAD DEBTS 6285 6285 879430 861952 17478 53704517 48699251 4883833 121433 8086495 11264921 3949894 2103221 279236 604051 2535625 2792530 1655686 1630676 56347742 23016476 34450367 33331266 3615813 4380185 23264895 19649707 963020 940474 78801031 76697031 2858230 3579291 2144209 2256271 199195 375041 105227 94165 25253186 21638108 30560047 27942876 X 48226702 48739873 14282 14282 48240984 48754155 78801031 76697031 206831 306340 0 X 0 1 X 1 0 X 8250974 6707555 10252519 7738350 8752758 41702156 8250974 6707555 10252519 7738350 8752758 41702156 41702156 100255 75103 82602 105123 381046 744129 18294 16470 18243 18769 19349 91125 42537410 199294719 0.98040 0.98770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 18,294. 2020 AMOUNT: $ 16,470. 2021 AMOUNT: $ 18,243. 2022 AMOUNT: $ 18,769. 2023 AMOUNT: $ 19,349. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8464658 8464658 38043663 15116351 22927312 9839421 7900125 1939296 33331266 OPERATING LEASE PAYABLE 21638108 21638108 X 54291041 306340 100377 406717 53884324 27024 27024 53911348 53820593 143100 143100 53677493 27024 27024 53704517 PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE AGENCY HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE AGENCY'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE AGENCY WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATES OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 100,377. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 143,100. X X X X 0 0 0 0 0 0 0 1 0 ROCCO TRICARICO PRESIDENT/CEO 246791 0 14825 0 4952 0 0 0 8725 0 275293 0 0 0 JEREMIAH J SEGRUE CFO 205531 0 125 0 847 0 4291 0 38887 0 249681 0 0 0 KENNETH J BENNETT VP RETAIL & FACILITIES 191061 0 125 0 197 0 0 0 37431 0 228814 0 0 0 HEATHER A MARQUIS VP HUMAN SERVICES 183742 0 125 0 1591 0 3828 0 37519 0 226805 0 0 0 MELISSA C KELLY VP MARKETING & HR 200684 0 125 0 203 0 1825 0 13412 0 216249 0 0 0 LUZ RODRIGUEZ CONTROLLER 149059 0 125 0 986 0 3062 0 13430 0 166662 0 0 0 JAMES HON DIRECTOR OF IT 159642 0 125 0 451 0 3216 0 753 0 164187 0 0 0 PART I, LINE 7 EXECUTIVE TEAM MEMBERS RECEIVED A CALENDAR YEAR BOARD APPROVED BONUS WHICH WAS INCLUDED IN THEIR 2023 W2S. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND SIGNED EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND PRESIDENT IS REVIEWED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION FOR OTHER OFFICERS IS DONE BY REVIEW AND APPROVAL OF INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. HELMS HOUSING INC 165 OCEAN TERRACE BRIDGEPORT CT 06605 061277701 RENTAL OF LOW INCOME HOUSING WITH THE STATE OF CONNECTICUT CT 501(C)(3) LINE 10 GOODWILL OF WESTERN AND NORTHERN CT 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0