GOODWILL INDUSTRIES OF THE HEARTLAND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF THE HEARTLAND (EIN 42-0923563)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202433039349301468
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T09:50:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420923563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF THE HEARTLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 3193374158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 6TH STREET SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA AIRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193374158 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE LEE | PreparerPersonNm |
| PTIN | P01307175 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2024-10-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA AIRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 6TH STREET SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,969,134 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOODWILLHEARTLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | WE HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING AND THE POWER OF WORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1054 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,458,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,049,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,870,266 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,816,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,394,637 | PYInvestmentIncomeAmt |
| CY Investment Income | $294,322 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,151,886 | PYOtherRevenueAmt |
| CY Other Revenue | $27,422,977 | CYOtherRevenueAmt |
| PY Total Revenue | $38,875,112 | PYTotalRevenueAmt |
| CY Total Revenue | $37,583,670 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,133 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,121,608 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,492,846 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,076 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,330,250 | PYOtherExpensesAmt |
| CY Other Expenses | $12,128,309 | CYOtherExpensesAmt |
| PY Total Expenses | $34,479,754 | PYTotalExpensesAmt |
| CY Total Expenses | $37,669,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,395,358 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$85,618 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,540,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,411,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,346,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,300,355 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,194,201 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,111,044 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING AND THE POWER OF WORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,464,929 | ExpenseAmt |
| Grant | $48,133 | GrantAmt |
| Revenue | $27,163,868 | RevenueAmt |
| Desc | GOODWILL'S DONATED GOODS AND RETAIL PROGRAM SUPPORTS THE MISSION WITH THE SALE OF GENTLY USED DONATIONS.THE PROGRAM PROVIDES VOCATIONAL TRAINING, WORK SKILLS DEVELOPMENT AND JOB PLACEMENT TO INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT. IN 2023, 113 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE DONATED GOODS AND RETAIL PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,014,374 | ExpenseAmt |
| Revenue | $4,558,125 | RevenueAmt |
| Desc | GOODWILL'S CLIENT TRAINING AND DEVELOPMENT PROGRAM PROVIDES LIFE SKILLS, WORK SKILLS TRAINING, COUNSELING, VOCATIONAL EVALUATION, JOB PLACEMENT OPPORTUNITIES, POST EMPLOYMENT SUPPORT AND ASSISTANCE TO PEOPLE WHO EXPERIENCE BARRIERS TO INDEPENDENCE. IN 2023, WE ASSISTED 338 PEOPLE TO OBTAIN JOBS WITH AN AVERAGE WAGE OF $14.94 AN HOUR. GOODWILL PROVIDED INTENSIVE SERVICES TO 1,349 INDIVIDUALS. AN ADDITIONAL 752 INDIVIDUALS UTILIZED GOODWILL'S BASIC SERVICES. IN 2023, GOODWILL PROVIDED 9,668 CLOTHING VOUCHERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $302,929 | ExpenseAmt |
| Revenue | $258,380 | RevenueAmt |
| Desc | GOODWILL'S CONTRACT PROGRAM SUPPORTS THE MISSION WITH REVENUE FROM A VARIETY OF INDIVIDUALIZED CONTRACT SITES. THE CONTRACT PROGRAM PROVIDES VOCATIONAL TRAINING, WORK SKILLS DEVELOPMENT AND JOB PLACEMENT TO INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT. IN 2023, 33 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE CONTRACT PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,782,232 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1054 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMERA ERB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193374158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 6TH STREET SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| AIRY PATRICIA | ||||||||
| PRESIDENT & CEO | 40.00 | 1.50 | Yes (X) | $326,030 | $0 | $21,128 | ||
| ERB TAMERA | ||||||||
| SVP/CFO | 40.00 | 1.50 | Yes (X) | $180,471 | $0 | $19,366 | ||
| ECKSTEIN III RICHARD W | ||||||||
| SVP CIO | 40.00 | 0.00 | $147,214 | $0 | $12,755 | Yes (X) | ||
| SCHAMBERGER JESSICA T | ||||||||
| VP OPERATIONS | 40.00 | 0.00 | $129,703 | $0 | $16,242 | Yes (X) | ||
| TOMS JASON A | ||||||||
| VP RETAIL OPERATIONS | 40.00 | 0.00 | $129,551 | $0 | $16,014 | Yes (X) | ||
| LEHMAN KRIS | ||||||||
| VP HR | 40.00 | 0.00 | $121,584 | $0 | $13,295 | Yes (X) | ||
| HECK CARMEN K | ||||||||
| VP MISSION SERVICES | 40.00 | 0.00 | $116,879 | $0 | $22,861 | Yes (X) | ||
| SHILENY LISA | ||||||||
| CHAIR | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCHAFER JODI | ||||||||
| VICE CHAIR | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HELLE TODD | ||||||||
| TREASURER | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BANKER JULIE | ||||||||
| SECRETARY | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MAHONEY COLIN | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDSLEY NICK | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KILBURG DESIREE | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HAUSER SCOTT | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HARDIN DANIEL | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HANSEN GABRIEL | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DITRI FRANK A | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CARTER KEITH | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MAINARDI JOSE | ||||||||
| DIRECTOR THRU 04/30/23 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SCHNEIDER JOHN | ||||||||
| DIRECTOR THRU 04/2023 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MURRAY DAVE | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SIMS GARY | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIS DERRICK | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HUGUNIN GRADY | ||||||||
| DIRECTOR A/O 10/2023 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,151,432 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AIM INTEGRATED LOGISTICS INC | |||||
| 4944 BELMONT AVE | YOUNGSTOWN | OH | 44505 | LOGISTICS | $688,990 |
| INVOLTA LLC | |||||
| PO BOX 1986 | CEDAR RAPIDS | IA | 52406 | IT SERVICE/COMPUTER HARDWARE | $380,736 |
| REPUBLIC SERVICES | |||||
| P O BOX 9001154 | LOUISVILLE | KY | 40290 | TRASH HAULING | $308,412 |
| AMPERAGE LLC | |||||
| 6711 CHANCELLOR DRIVE | CEDAR RAPIDS | IA | 50613 | ADVERTISING | $249,912 |
| FEDEX | |||||
| PO BOX 371461 | PITTSBURGH | PA | 15250 | SHIPPING | $231,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $53,063 | FederatedCampaignsAmt |
| Government Grants | $526,222 | GovernmentGrantsAmt |
| All Other Contributions | $4,470,581 | AllOtherContributionsAmt |
| Noncash Contributions | $4,206,538 | NoncashContributionsAmt |
| Total Contributions | $5,049,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLIENT TRAINING FEES | 624310 | $4,558,125 | $4,558,125 |
| CONTRACT PROGRAM | 611430 | $180,380 | $180,380 |
| PROFESSIONAL FEE | 541610 | $78,000 | $78,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,816,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,028 | TotalRevenueColumnAmt |
| Exclusion | $544,028 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,424 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,424 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,424 | TotalRevenueColumnAmt |
| Exclusion | $175,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,780,709 | SecuritiesAmt |
| Other | $84,540 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,091,748 | SecuritiesAmt |
| Other | $23,207 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$311,039 | SecuritiesAmt |
| Other | $61,333 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$249,706 | TotalRevenueColumnAmt |
| Exclusion | -$249,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $31,434,377 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,270,509 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,163,868 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,163,868 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE REIMBURSEMENT | 900099 | $67,340 | $67,340 |
| OTHER INCOME | 900099 | $16,345 | $16,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $83,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,583,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,980,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $553,431 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,133 | TotalAmt |
| Program Services | $48,133 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,994 | TotalAmt |
| Management And General | $546,994 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,443,779 | TotalAmt |
| Program Services | $18,666,330 | ProgramServicesAmt |
| Management And General | $1,777,449 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,489 | TotalAmt |
| Program Services | $604,845 | ProgramServicesAmt |
| Management And General | $12,644 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,636 | TotalAmt |
| Program Services | $1,968,997 | ProgramServicesAmt |
| Management And General | $168,639 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,948 | TotalAmt |
| Program Services | $1,580,245 | ProgramServicesAmt |
| Management And General | $166,703 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,157 | TotalAmt |
| Program Services | $1,480 | ProgramServicesAmt |
| Management And General | $7,677 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,142 | TotalAmt |
| Management And General | $61,142 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,960 | TotalAmt |
| Management And General | $11,960 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,328 | TotalAmt |
| Program Services | $181,779 | ProgramServicesAmt |
| Management And General | $146,549 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,788 | TotalAmt |
| Program Services | $267,333 | ProgramServicesAmt |
| Management And General | $72,046 | ManagementAndGeneralAmt |
| Fundraising | $33,409 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,687 | TotalAmt |
| Program Services | $2,411,291 | ProgramServicesAmt |
| Management And General | $122,396 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,071 | TotalAmt |
| Program Services | $232,548 | ProgramServicesAmt |
| Management And General | $850,523 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,978,696 | TotalAmt |
| Program Services | $4,652,440 | ProgramServicesAmt |
| Management And General | $326,256 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,018 | TotalAmt |
| Program Services | $1,028,099 | ProgramServicesAmt |
| Management And General | $21,252 | ManagementAndGeneralAmt |
| Fundraising | $667 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,513 | TotalAmt |
| Program Services | $61,456 | ProgramServicesAmt |
| Management And General | $19,057 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,165 | TotalAmt |
| Management And General | $216,165 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,773 | TotalAmt |
| Program Services | $1,021,025 | ProgramServicesAmt |
| Management And General | $141,748 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,511 | TotalAmt |
| Program Services | $37,146 | ProgramServicesAmt |
| Management And General | $179,365 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $21,345 | $16,930 | $4,415 |
| PROVISION FOR BAD DEBTS | $2,155 | $2,155 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,669,288 | TotalAmt |
| Program Services | $32,782,232 | ProgramServicesAmt |
| Management And General | $4,852,980 | ManagementAndGeneralAmt |
| Fundraising | $34,076 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,112,099 | BOYAmt |
| EOY | $6,216,246 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,256 | BOYAmt |
| EOY | $88,110 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,952 | BOYAmt |
| EOY | $670,858 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,591 | BOYAmt |
| EOY | $1,372,965 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,790 | BOYAmt |
| EOY | $587,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,197,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,442,874 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,742,353 | BOYAmt |
| EOY | $9,755,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,443,222 | BOYAmt |
| EOY | $15,277,084 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,189,288 | BOYAmt |
| EOY | $15,443,262 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,540,551 | BOYAmt |
| EOY | $49,411,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,368 | BOYAmt |
| EOY | $2,841,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,031 | BOYAmt |
| EOY | $183,945 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,783 | BOYAmt |
| EOY | $1,444,924 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,675,168 | BOYAmt |
| EOY | $6,829,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,346,350 | BOYAmt |
| EOY | $11,300,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,152,576 | BOYAmt |
| EOY | $38,084,328 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,625 | BOYAmt |
| EOY | $26,716 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,194,201 | BOYAmt |
| EOY | $38,111,044 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,540,551 | BOYAmt |
| EOY | $49,411,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$85,618 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,806,878 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $195,583 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,682,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,014,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,432,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,458,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,049,866 | CurrentTaxYearAmt |
| Total | $27,638,094 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,809,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,598,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,578,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,194,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,692,757 | CurrentTaxYearAmt |
| Total | $138,872,889 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,022,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,672,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,773,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,500,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,558,125 | CurrentTaxYearAmt |
| Total | $25,527,177 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,513,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,285,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,784,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,152,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,300,748 | CurrentTaxYearAmt |
| Total | $192,038,160 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,700 | CurrentTaxYearAmt |
| Total | $49,723 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,700 | CurrentTaxYearAmt |
| Total | $49,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $191,988,437 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $719,452 | CurrentTaxYearAmt |
| Total | $1,716,555 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $719,452 | CurrentTaxYearAmt |
| Total | $1,716,555 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,685 | CurrentTaxYearAmt |
| Total | $252,505 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,877,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,419,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,065,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,541,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,103,885 | CurrentTaxYearAmt |
| Total | $194,007,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99330 | PublicSupportPY509Pct |
| Investment Income CY | 0.00880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00550 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDING INCOME - 2019 AMOUNT: $ 1,310. 2020 AMOUNT: $ 3,258. 2021 AMOUNT: $ 8,099. 2022 AMOUNT: $ 116. OTHER INCOME - 2019 AMOUNT: $ 6,325. 2020 AMOUNT: $ 28,750. 2021 AMOUNT: $ 126. 2022 AMOUNT: $ 120,836. 2023 AMOUNT: $ 16,345. INSURANCE REIMBURSEMENT - 2023 AMOUNT: $ 67,340. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S PAID STAFF/MANAGEMENT AND VOLUNTEERS MEET WITH LEGISLATORS TO INCREASE AWARENESS ON VOCATIONAL, RECYCLING AND DISABILITY ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,538,354 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $186,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,000 | OtherExpendituresAmt |
| End Year Balance | $1,720,890 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,749,741 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$208,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,300 | OtherExpendituresAmt |
| End Year Balance | $1,538,354 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,558,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $194,572 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,300 | OtherExpendituresAmt |
| End Year Balance | $1,749,741 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,453,080 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | $108,039 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,900 | OtherExpendituresAmt |
| End Year Balance | $1,558,469 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,254,142 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $198,838 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,453,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,181,321 | OtherCostOrOtherBasisAmt |
| Book Value | $3,181,321 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,156,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,347,283 | DepreciationAmt |
| Book Value | $3,809,706 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,900,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,362,243 | DepreciationAmt |
| Book Value | $1,538,313 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,959,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,733,348 | DepreciationAmt |
| Book Value | $1,225,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,755,104 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION | $235,308 |
| BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS | $1,839,324 |
| RIGHT OF USE ASSET- FINANCE LEASE | $84,901 |
| RIGHT OF USE ASSET- OPERATING LEASE | $6,736,564 |
| DUE FROM RELATED PARTY | $6,547,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,443,262 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SHORT TERM OPERATING LEASE LIABILITY | $2,136,712 |
| SHORT TERM FINANCING LEASE LIABILITY | $35,133 |
| LONG TERM OPERATING LEASE LIABILITY | $4,607,322 |
| SHORT TERM FINANCING LEASE LIABILITY | $50,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,829,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,574,171 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,806,878 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $195,583 | OtherRevenueAmt |
| Revenue Not Reported | $2,002,461 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,571,710 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,960 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,960 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,583,670 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,657,328 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,657,328 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,960 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,960 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,669,288 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION AND SUBSIDIARY ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION AND SUBSIDIARY FILE INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THEY FOLLOW THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS AND HAVE DETERMINED THAT THEY WERE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 195,583. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMPLOYMENT ASSISTANCE | 2436 | $44,950 |
| HEALTH AND WELFARE ASSISTANCE | 248 | $2,228 |
| FINANCIAL ASSISTANCE | 6 | $955 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING OF FUNDS: THE INDIVIDUAL RECEIVING FUNDS IS REQUIRED TO SUBMIT A REPORT ON THE USE AND IMPACT OF THE FUNDS ON THE PROJECT GOAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIRY PATRICIA | ||||||||||||||
| PRESIDENT & CEO | $311,187 | $0 | $0 | $0 | $14,843 | $0 | $18,576 | $0 | $2,552 | $0 | $347,158 | $0 | $0 | $0 |
| ERB TAMERA | ||||||||||||||
| SVP/CFO | $172,158 | $0 | $1,257 | $0 | $7,056 | $0 | $10,549 | $0 | $8,817 | $0 | $199,837 | $0 | $0 | $0 |
| ECKSTEIN III RICHARD W | ||||||||||||||
| SVP CIO | $146,257 | $0 | $957 | $0 | $0 | $0 | $4,452 | $0 | $8,303 | $0 | $159,969 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | ORGANIZATION-WIDE BONUSES ARE BASED UPON TENURE FOR ORGANIZATION PERFORMANCE IN 2022, RECEIVED IN 2023. |
| PART II, LINE 1 & 2, COLUMN (B)(III) | THIS AMOUNT REPRESENTS THE EARNINGS ON 457B PLAN FOR PARTICIPANTS THAT ARE SUBSTANTIALLY VESTED |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521699866 | BondIssuerEIN |
| Bond Issued | 2013-12-31 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | REFINANCE AND FACILITY PURCHASE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,538,864 | RetiredAmt |
| Total Proceeds | $10,000,000 | TotalProceedsAmt |
| Capitalized Interest | $36,451 | CapitalizedInterestAmt |
| Capital Expenditures | $1,910,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $4,531,687 | OtherSpentProceedsAmt |
| Unspent | $3,558,313 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,206,538 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SALVAGE SALES | Desc |
| Contribution | 57168 | ContributionCnt |
| Noncash Contributions Rpt F990 | $426,314 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF ITEMS CONTRIBUTED/NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, AND IMMEDIATE PAST CHARIPERSON. THE EXECUTIVE COMMITTEE SHALL MEET AND ACT ON SUCH MATTERS AS EMPOWERED BY THE BOARD OF DIRECTORS, EXCEPT THAT THE POWER TO PURCHASE OR SELL REAL ESTATE MAY NOT BE DELEGATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOODWILL AUDIT COMMITTEE REVIEWS, DISCUSSES, AND VOTES TO ACCEPT THE FINALIZED FORM 990. AFTER COMMITTEE APPROVAL THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | GOODWILL BOARD MEMBERS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE COMPLETED STATEMENTS ARE REVIEWED AND CERTIFIED BY THE BOARD CHAIR, ANY POTENTIAL CONFLICTS AND RECOMMENDED ACTIONS ARE DOCUMENTED ON THE FORM. IF ANY POTENTIAL CONFLICTS EXIST, APPROPRIATE ACTION IS TAKEN BY THE BOARD CHAIR AND THE AUDIT COMMITTEE. THE BOARD CHAIRS' DISCLOSURE STATEMENT IS REVIEWED AND CERTIFIED BY THE AUDIT COMMITTEE CHAIR. STAFF IS TRAINED ON ALL GOVERNANCE POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY IN EMPLOYEE ORIENTATION AND ON AN ANNUAL BASIS THEREAFTER. POTENTIAL EMPLOYEE CONFLICTS ARE ADDRESSED BY SENIOR LEADERSHIP AND IF NECESSARY THE AUDIT COMMITTEE. THE FOLLOWING MEMBERS DISCLOSED CONFLICT OF INTEREST BECAUSE GOODWILL HAS A BUSINESS RELATIONSHIP WITH THEIR FIRMS. MEMBERS WITH A CONFLICT ABSTAIN FROM VOTING ON A MOTION BETWEEN THEIR FIRM AND GOODWILL: LISA SHILENY, NICK LINDSLEY, DAVE MURRAY. |
| FORM 990, PART VI, SECTION B, LINE 15A | DETERMINATION OF EXECUTIVE COMPENSATION IS GUIDED BY THE ORGANIZATION'S COMPENSATION PHILOSOPHY FOR EXECUTIVE POSITIONS. COMPENSATION FOR THE PRESIDENT/CEO AND SALARY RANGES OF OTHER EXECUTIVE OFFICERS ARE REVIEWED AND DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY USING AVAILABLE MARKET-BASED SURVEY INFORMATION. THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS PRESIDENT/CEO COMPENSATION IN CONJUNCTION WITH THE PRESIDENT/CEO'S ANNUAL PERFORMANCE EVALUATION. THE EVALUATION PROCESS INCLUDES A REVIEW OF ANNUAL PRESIDENT/CEO GOALS AS WELL AS FEEDBACK FROM BOARD MEMBERS AND DIRECT REPORTS. THE FEEDBACK RESULTS ARE COMPILED AND REVIEWED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE USES THE FEEDBACK, GOAL RESULTS AND A MARKET-BASED COMPENSATION STUDY TO DETERMINE AND SET ANY COMPENSATION INCREASE. THE BOARD CHAIR PROVIDES A HIGH LEVEL SUMMARY OF THE CEO'S ANNUAL REVIEW AS PART OF THE EXECUTIVE COMMITTEE REPORT TO THE FULL BOARD. THE MINUTES FROM THE BOARD MEETING VALIDATE THE CEO'S ANNUAL PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD CHAIR SUBMITS THE COMPLETED PERFORMANCE REVIEW FORM AND THE SALARY ADJUSTMENT SHEET TO HUMAN RESOURCES FOR INCLUSION IN THE CEO'S PERSONNEL FILE. THIS PROCESS WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS), CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND THE FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION ON GOODWILL'S PUBLIC WEBSITE. UPON REQUEST, PAPER COPIES ARE ALSO MADE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 195,583. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTLAND GOODWILL ENTERPRISES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 6TH STREET SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463331510 | EIN |
| Primary Activities | SELF RESPECT AND INDEPENDENCE FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF THE HEARTLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTLAND GOODWILL ENTERPRISES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $158,109 | InvolvedAmt |