2025-06-23T15:06:29-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2024-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JEFFREY DOCALAVICH CFO 4148474200 2025-06-23 1 1 BRIDGET ROCHE P00666837 3128560200 2024 2025-03-06 01:10:19Z JACQUELINE HALLBERG 6055 N 91ST STREET MILWAUKEE WI 53225 170565782 0 X WWW.GOODWILLSEW.COM X 1919 WI CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. 23 23 3028 23 0 0 37520450 30930321 76865253 82845940 -1197312 -3448920 -76460 386365 113111931 110713706 1149967 1012869 0 0 85175171 88902630 0 0 436537 12706261 15965294 99031399 105880793 14080532 4832913 229383437 232511095 55510833 52377641 173872604 180133454 X THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") DBA GOODWILL GREATER MILWAUKEE & CHICAGO IS: CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. GOODWILL IS DEDICATED TO CREATING COLLECTIVE COMMUNITY IMPACT THROUGH (CONTINUED ON SCHEDULE O) 0 0 57352697 68321353 GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. GOODWILL GREAT LAKES PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES THROUGH THE ABILITYONE PROGRAM. COMPETITIVE WAGES AND BENEFITS, TRAINING, AND AN OPPORTUNITY FOR CAREER ADVANCEMENT ARE OFFERED TO THE EMPLOYEES. IN 2024, GOODWILL GREAT LAKES SERVED MORE THAN 10.6 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS AND GOODWILL GREAT LAKES EMPLOYED NEARLY 1,200 PEOPLE, INCLUDING MORE THAN 500 INDIVIDUALS WITH SIGNIFICANT DISABILITIES. (CONTINUED ON SCHEDULE O)GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES AT GREAT LAKES WHO MAY OTHERWISE FACE CHALLENGES FINDING AND KEEPING OPPORTUNITIES TO WORK. GOODWILL'S EXPERIENCE IN REHABILITATION ENABLES THE ORGANIZATION TO PROVIDE APPROPRIATE ACCOMMODATIONS TO ENSURE THAT INDIVIDUALS WITH SIGNIFICANT DISABILITIES CAN PERFORM THEIR ASSIGNED JOB FUNCTIONS. SOME EXAMPLES ARE CHANGES IN WORK SCHEDULE OR JOB FUNCTION TO ACCOMMODATE DISABILITY-RELATED ISSUES, INTERPRETERS FOR PEOPLE WITH HEARING IMPAIRMENT, AND MOBILITY TRAINING FOR PEOPLE WITH VISUAL IMPAIRMENT OR PHYSICAL DISABILITIES. GOODWILL ALSO SUPPORTS ITS WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE ORGANIZATION. THIS SUPPORT INCLUDES WORKSHOPS, ON-THE-JOB TECHNICAL TRAINING, ONE-ON-ONE COUNSELING/COACHING SESSIONS, CAREER DEVELOPMENT AND PLACEMENT ACTIVITIES, AND REFERRAL TO COMMUNITY RESOURCES. TRAINING TOPICS INCLUDE JOB RETENTION SKILLS AND LIFE SKILLS, SUCH AS EMPLOYER EXPECTATIONS, CUSTOMER SERVICE, ATTENDANCE, APPEARANCE, HYGIENE, COMMUNICATION, ATTITUDE, TEAMWORK, TIME/ANGER/STRESS MANAGEMENT, FINANCIAL MANAGEMENT, AND SELF-EMPOWERMENT. IN ADDITION TO INTERNAL TRAINING PROGRAMS, GOODWILL OFFERS TUITION REIMBURSEMENT FOR COURSES TAKEN THROUGH LOCAL EDUCATIONAL INSTITUTIONS, AND CAREER ADVANCEMENT SERVICES THAT ARE AVAILABLE TO OUR EMPLOYEES. 36900648 1012868 14884328 MISSION SERVICESGOODWILL'S MISSION SERVICES HELPS PROGRAM PARTICIPANTS BUILD JOB AND LIFE SKILLS THROUGH A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH BARRIERS TO EMPLOYMENT. PROGRAMS AND SERVICES PROVIDE JOB TRAINING AND PLACEMENT, CARER PATHWAYS AND SUPPORT SYSTEMS THAT EMPOWER INDIVIDUALS TO ACHIEVE INDEPENDENCE AND STABILITY. DURING 2024, GOODWILL PROVIDED SERVICES TO MORE THAN 15,000 INDIVIDUALS AND PLACED PEOPLE INTO OVER 2,500 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. (CONTINUED ON SCHEDULE O) 94253345 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 91 0 1 3028 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X CJ WANG 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 IRENE SUDAC BOARD CHAIR 2.00 0.00 X X 0 0 0 DAVID MARCUS DIR, VICE CHAIR 2.00 0.00 X X 0 0 0 ROBERT KLUG TREASURER 2.00 2.00 X X 0 0 0 THOMAS SAVAGE SECRETARY 2.00 2.00 X X 0 0 0 ROB BIRSE DIRECTOR 2.00 0.00 X 0 0 0 JAMES BORRIS DIRECTOR 2.00 0.00 X 0 0 0 STEVEN BAUMGARTNER DIRECTOR 1.00 0.00 X 0 0 0 JACQUELINE BOWLES DIRECTOR 2.00 1.00 X 0 0 0 JOHN DZIEWA DIRECTOR 2.00 1.00 X 0 0 0 LAURA GOUGH DIRECTOR 2.00 0.00 X 0 0 0 JESUS GONZALEZ DIRECTOR - AS OF 08/24 2.00 0.00 X 0 0 0 MICHELLE GREENE DIRECTOR 2.00 1.00 X 0 0 0 LISA MERCHANT-HARRELL DIRECTOR - AS OF 08/24 2.00 0.00 X 0 0 0 BRADLEY KALSCHAEUR DIRECTOR 2.00 0.00 X 0 0 0 TIMOTHY MATTKE DIRECTOR 2.00 3.00 X 0 0 0 RICHARD MEEUSEN DIRECTOR 2.00 0.00 X 0 0 0 THOMAS RICHTMAN DIRECTOR 2.00 1.00 X 0 0 0 MASON ROSS DIRECTOR 2.00 0.00 X 0 0 0 SHEILA SHAFFIE DIRECTOR 1.00 0.00 X 0 0 0 MARK THOMAS DIRECTOR - AS OF 02/24 2.00 0.00 X 0 0 0 IKE UMUNNAH DIRECTOR 2.00 2.00 X 0 0 0 CARL VANDER WILT DIRECTOR 2.00 1.00 X 0 0 0 MARILYN VOLLRATH DIRECTOR 2.00 0.00 X 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 40.00 12.00 X 763299 0 145372 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 40.00 12.00 X 483892 0 106707 BASIL BUCHKO ASSISTANT SECRETARY - THRU 12/24 40.00 12.00 X 343935 0 51090 CLAYTON PRYOR CHIEF MISSION OFFICER 40.00 0.00 X 336329 0 104531 KENT WALTERS SVP GW GREAT LAKES 40.00 0.00 X 318916 0 118886 SHAMIRAN CHALABI VICE PRESIDENT 40.00 0.00 X 329664 0 70342 CHRISTOPHER TALTON VP LINEN SERVICES 40.00 0.00 X 341989 0 16174 NICOL BRITTEN SR. VP PEOPLE & CULTURE 40.00 0.00 X 310380 0 83522 3228404 0 696624 89 0 1 0 GREAT LAKES RESOURCES INC 1010 E WASHINGTON AVE STE 314 MADISON WI 53703 TEMP STAFFING AGENCY 16416199 GOOGLE 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 MARKETING 834935 RSM US LLP 5155 PAYSPHERE CIR CHICAGO IL 60674 CONSULTING SERVICES 814876 FIRST STUDENT INC 22157 NETWORK PL CHICAGO IL 60673 TRANSPORTATION & BUS SERVICE 726261 EXPERIS FINANCE US LLC 29973 NETWORK PL CHICAGO IL 606731299 TEMP STAFFING & INTERNAL AUDIT 390144 22 106010 102654 19497840 10691005 532812 30930321 GREAT LAKES PROGRAMS AND SERVICES 561499 68079238 68079238 PARTICIPANT PROGRAM AND SERVICES 624100 14766702 14766702 82845940 2915781 2915781 1003884 7368585 -6364701 -6364701 -6364701 6160 102654 88965 -82805 -82805 52636641 52394526 242115 242115 HOLIDAY HOUSE REVENUE 900099 117175 117175 CREDIT CARD REBATES 561000 108814 108814 MISCELLANEOUS INCOME 900099 1066 451 615 227055 110713706 83205681 0 -3422296 X 825934 825934 186935 186935 1722573 1682587 39986 66888538 47859927 18767517 261094 2412900 1254874 1145607 12419 12475783 10851271 1607370 17142 5402836 4050502 1333806 18528 316842 36860 279982 217583 217583 21964111 18148947 3806789 8375 1776268 118375 1657818 75 4979098 4625624 330448 23026 3255951 703387 2539165 13399 3377583 1247551 2126102 3930 2417821 1979584 431109 7128 528706 359128 168027 1551 325034 1728 323306 2074755 351953 1722802 681028 515368 165660 MEMBERSHIP/SUBSCRIPTION 595520 57161 532635 5724 PUBLIC OUTREACH 40000 40000 ALLOCATED OCCUPANCY -2494565 994111 -3506988 18312 ALLOCATED MANAGEMENT -24159952 -24159952 69511 44125 19538 5848 105880793 94253345 11190911 436537 54786768 51793653 113513 145958 11307237 25632042 3025444 0 622996 865111 1970747 1415037 200181404 113389759 94910635 86791645 62646097 65867649 229383437 232511095 23143118 21898213 155532 157576 8168748 7590579 24043435 22731273 55510833 52377641 X 173729135 179989985 143469 143469 173872604 180133454 229383437 232511095 X 4832913 -726834 2154771 X 0 1 X 1 1 1 X 24887592 17285530 39675312 37512026 30930321 150290781 24887592 17285530 39675312 37512026 30930321 150290781 77564534 72726247 335521 91282 444513 1848984 2720902 5441202 5526 7566 179509 155569 140418 488588 156220571 581996886 0.46550 0.45470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFETERIA/VENDING INCOME - 2020 AMOUNT: $ 5,526. 2021 AMOUNT: $ 7,566. 2022 AMOUNT: $ 4,313. 2023 AMOUNT: $ 2,881. 2024 AMOUNT: $ 0. REBATES - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 171,591. 2023 AMOUNT: $ 106,372. 2024 AMOUNT: $ 108,814. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 3,605. 2023 AMOUNT: $ 46,316. 2024 AMOUNT: $ 31,604. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32118278 32118278 125227963 83497996 41729967 4342561 1192583 3149978 31588467 23315251 8273216 6904135 5383929 1520206 86791645 DUE FROM GW MANUFACTURING 42074798 ROU ASSETS 20690826 DUE FROM GW RETAIL 1632675 457(B) PLAN 906490 DUE FROM GW-CHICAGO 562860 65867649 OBLIG. UNDER LEASE LIABILITIES 21757134 457(B) PLAN 906490 ACCRUED SWAP INTEREST 67648 22731273 X 165767011 52966788 52966788 112800223 -2086517 -2086517 110713706 158779327 52898534 52898534 105880793 0 105880793 PART X, LINE 2: LIABILITY FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC., GOODWILL RETAIL SERVICES, INC. AND GOODWILL MANUFACTURING, INC. HAVE RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE ("IRS") INDICATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GOODWILL TALENTBRIDGE, LLC HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE FASB ISSUED GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND REQUIRES ADDITIONAL DISCLOSURE. GOODWILL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AS OF DECEMBER 31, 2024 AND 2023, GOODWILL DOES NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO ITS TAX POSITIONS. GOODWILL FILES INFORMATION RETURNS IN THE U.S. FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. TAX YEARS OPEN UNDER THE FEDERAL STATUTE OF LIMITATIONS INCLUDE 2021 THROUGH 2024. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2020 THROUGH 2024. GOODWILL HAD NOT HISTORICALLY FILED ANY UNRELATED BUSINESS INCOME TAX ("UBIT") RETURNS BUT FILED IN 2018 FOR FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. DUE TO TAX REFORM LEGISLATION, THE FEDERAL AND ILLINOIS UBIT RETURNS HAVE BEEN AMENDED TO OBTAIN REFUNDS OF INCOME TAX PAYMENTS MADE ON UBIT REPEALED BY LEGISLATION. THE ORGANIZATION FILED UBIT RETURNS FOR 2019 AND 2020 FOR WISCONSIN; HOWEVER, WISCONSIN HAS SINCE REPEALED SIMILAR TO FEDERAL. TAX YEARS REMAIN OPEN FOR YEARS IN WHICH A UBIT RETURN HAS NOT BEEN FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 52,394,526. INTERCOMPANY TEMPORARY HELP 458,468. FUNDRAISING EVENT EXPENSES 88,965. ASSET RECOVERY 24,829. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ASSET IMPAIRMENT TRANSFER -2,086,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 52,394,526. UNREALIZED SWAP INTEREST -43,425. INTERCOMPANY TEMPORARY HELP 458,468. FUNDRAISING EVENT EXPENSES 88,965. NEW LIVES 108814 102654 6160 15698 73267 108814 102654 6160 15698 73267 88965 -82805 1 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 501(C)(3) 780934 0 GRANT - SEE FORM 990 1 MERCHANDISE VOUCHERS 7452 186306 FMV MERCHANDISE VOUCHER JOB SEEKING MATERIALS 11 629 FMV MISCELLANEOUS PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. GOODWILL PROVIDES ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING HARDSHIP EITHER DIRECTLY OR THROUGH OTHER SOCIAL SERVICE AGENCIES. GOODWILL AND AGENCY REPRESENTATIVES DISTRIBUTE MERCHANDISE VOUCHERS THAT MAY BE REDEEMED FOR CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION, MEALS, AND JOB-SEEKING SUPPORT FROM GOODWILL STORES. X X X X 1 1 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 590772 0 0 0 172527 0 135808 0 9564 0 908671 0 152275 0 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 383410 0 0 0 100482 0 89614 0 17093 0 590599 0 87313 0 CLAYTON PRYOR CHIEF MISSION OFFICER 278595 0 0 0 57734 0 95040 0 9491 0 440860 0 53043 0 KENT WALTERS SVP GW GREAT LAKES 292294 0 0 0 26622 0 98379 0 20507 0 437802 0 20125 0 SHAMIRAN CHALABI VICE PRESIDENT 276344 0 0 0 53320 0 60541 0 9801 0 400006 0 48179 0 BASIL BUCHKO ASSISTANT SECRETARY - THRU 12/24 262215 0 0 0 81720 0 26850 0 24240 0 395025 0 53352 0 NICOL BRITTEN SR. VP PEOPLE & CULTURE 259606 0 0 0 50774 0 58162 0 25360 0 393902 0 44996 0 CHRISTOPHER TALTON VP LINEN SERVICES 98623 0 0 0 243366 0 8176 0 7998 0 358163 0 9256 0 PART I, LINE 4A: SEVERANCE PAYMENT THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). CHRISTOPHER TALTON $232,983 PART I, LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2024 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $108,958 JEFFREY DOCALAVICH - $62,764 CLAYTON PRYOR - $69,019 KENT WALTERS - $73,592 SHAMIRAN CHALABI - $34,883 NICOL BRITTEN - $33,506 PART I, LINES 5A - B AND 6A - B: LEADERSHIP INCENTIVE PLAN GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO MOTIVATE EXECUTIVES TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE THE FINANCIAL SECURITY AND STABILITY OF THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 NONEAVAIL 2012-12-20 13500000 LAND AND BUILDING EXPANSION 0 0 0 A 5860000 13500000 106000 9489000 3905000 2012 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 PART I, COLUMN F DESCRIPTION OF PURPOSE DURING 2012, THE FILING ORGANIZATION ISSUED A NEW BOND TO PARTIALLY REFUND A 2002 BOND. FORM 990, PART III, LINE 1 ITS PURPOSE-DRIVEN PARTNERSHIPS, BUSINESSES AND COMMUNITY ACTION. GOODWILL IS FOCUSED ON STRENGTHENING COMMUNITIES, ELIMINATING BARRIERS TO OPPORTUNITY, HELPING PEOPLE CONNECT TO VALUABLE EMPLOYMENT AND RESOURCES, AND CONTRIBUTING TO A MORE SUSTAINABLE ENVIRONMENT. GOODWILL PURSUES ITS MISSION BY HELPING PEOPLE BUILD JOB AND LIFE SKILLS TO SHAPE A RESILIENT WORKFORCE, PROVIDING PATHWAYS FOR YOUTH AND REMOVING BARRIERS FOR OUR COMMUNITIES. ANCHORED IN WORKFORCE DEVELOPMENT, GOODWILL PROVIDES JOB AND PLACEMENT SUPPORT, ACCESS TO RESOURCES THAT HELP NAVIGATE EMPLOYMENT CHALLENGES AND PREPARATION FOR THE WORKPLACE TO MAINTAIN EMPLOYMENT. GOODWILL ADDRESSES BARRIERS BY PROVIDING COMMUNITY RESOURCES FOR BARRIERS SUCH AS DEPENDENT CARE, TRANSPORTATION, UNEMPLOYMENT, EDUCATION, POVERTY, LANGUAGE, DISABILITY, HOUSING, SKILLS GAPS, RE-ENTRY AND AGE. AS PART OF BUILDING A PIPELINE FOR THE LOCAL WORKFORCE, GOODWILL IS ALSO HELPING TEENS AND YOUNG ADULTS. BY PROVIDING PROGRAMS AND SERVICES FOR CAREER EXPLORATION AND JOB READINESS TRAINING, MORE TEENS AND YOUNG ADULTS CAN SUSTAIN EMPLOYMENT AND IDENTIFY CAREER ADVANCEMENT OPPORTUNITIES. COMMUNITY-BASED SUPPORT IS PROVIDED TO REMOVE BARRIERS AND BUILD INDEPENDENCE FOR INDIVIDUALS BY SUPPORTING HEALTH, INDEPENDENCE AND ECONOMIC STABILITY FOR MORE SUSTAINABLE AND INDEPENDENT LIVES. ABOUT GOODWILL INDUSTRIES OF SOUTHEASTERN, WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., ("GOODWILL") WAS FORMED IN 1919 AND IS A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH 501(C)(3) STATUS. IT IS THE SOLE CORPORATE MEMBER OF FOUR OTHER NOT-FOR-PROFIT ENTITIES: GOODWILL RETAIL SERVICES, INC.; GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC.; GOODWILL TALENTBRIDGE, LLC, AND GOODWILL MANUFACTURING, INC. ("ITS AFFILIATED CORPORATIONS"). EACH OF THE CORPORATIONS FILES A SEPARATE FORM 990; THE LIMITED LIABILITY COMPANY REPORTS ITS INCOME AND EXPENSES ON THE GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FORM 990. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN AND ITS AFFILIATED CORPORATIONS COMPOSE ONE OF THE LARGEST OF MORE THAN 150 INDEPENDENT GOODWILL ORGANIZATIONS IN NORTH AMERICA. THE COMBINED SOUTHEASTERN WISCONSIN GOODWILL ENTITIES OFFER PROGRAMS AND SERVICES AT 93 LOCATIONS AND SERVED MORE THAN 21,000 PEOPLE IN 2024. BEGINNING WITH ITS FIRST WORKSHOP IN A MILWAUKEE CHURCH BASEMENT, WHERE DONATIONS WERE SORTED AND PREPARED FOR SALE IN A SMALL STORE NEARBY, GOODWILL HAS OFFERED WHAT ITS FOUNDER DESCRIBED AS "A CHANCE, NOT CHARITY" TO PEOPLE WITH BARRIERS. TO FULFILL ITS PRIMARY PURPOSES OF EMPLOYMENT AND SELF-SUFFICIENCY FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES, GOODWILL TAKES AN ENTREPRENEURIAL APPROACH. OVER THE YEARS, GOODWILL HAS PURSUED A VARIETY OF ENTERPRISES TO HELP PREPARE INDIVIDUALS FOR EMPLOYMENT AND PLACE THEM IN JOBS BOTH IN THE COMMUNITY AND WITHIN GOODWILL'S OWN OPERATIONS. GOODWILL OPERATES STORE AND DONATION CENTERS, OUTLETS, AND ECOMMERCE; PROVIDES FOOD SERVICE SUPPORT AND OTHER SERVICE ACTIVITIES FOR THE UNITED STATES NAVY; AND DELIVERS A WIDE VARIETY OF SOCIAL SERVICES, INCLUDING VOCATIONAL TRAINING, EMPLOYMENT SERVICES, SUPPORTED EMPLOYMENT, AND ADULT DAY SERVICES. THE INFORMATION THAT FOLLOWS APPLIES TO GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION, WHICH INCLUDES GOODWILL GREAT LAKES AND MISSION SERVICES BUSINESS UNITS, AS WELL AS TALENTBRIDGE, LLC. IN 2024, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION: - IMPACTED MORE THAN 110,000 LIVES - PROVIDED PROGRAMS AND SERVICES TO MORE THAN 21,000 PEOPLE - CONNECTED PEOPLE TO MORE THAN 3,700 JOBS - SERVED NEARLY 10.6 MILLION MEALS TO UNITED STATES NAVY SAILORS AND RECRUITS. - DELIVERED MORE THAN 354,000 MEALS TO SENIOR CITIZENS. - SUPPLIED FAMILIES IN NEED WITH MORE THAN 6,300 GOODWILL CARES VOUCHERS, TOTALING MORE THAN $250,000 FOR MERCHANDISE FROM GOODWILL STORE & DONATION CENTERS. - MAINTAINED COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) CERTIFICATION. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: WORKFORCE DEVELOPMENT SERVICES GOODWILL'S WORKFORCE DEVELOPMENT SERVICES IN SOUTHEASTERN WISCONSIN INCLUDE EMPLOYMENT SERVICES, SUPPORTED EMPLOYMENT, EVALUATION, JOB PLACEMENT, MENTORING, INTERNSHIPS, AND SKILLS TRAINING. GOODWILL OPERATED THREE WORKFORCE CONNECTION CENTERS AS WELL AS COMMUNITY ACCESS POINTS AT A DOMESTIC VIOLENCE CENTER, HOMELESS SHELTER, AND PUBLIC LIBRARIES. THE CENTERS PROVIDE FREE JOB SEARCH AND SUPPORT SERVICES TO THE PUBLIC, REGARDLESS OF INCOME OR OTHER QUALIFYING CRITERIA. THESE CENTERS WERE DEVELOPED TO HELP INDIVIDUALS WHO ARE UNEMPLOYED OR UNDEREMPLOYED FIND AND KEEP JOBS. WORKFORCE CONNECTION CENTER STAFF ASSIST PEOPLE THROUGHOUT THE JOB SEARCH PROCESS, INCLUDING RESUME DEVELOPMENT, JOB LEADS/APPLICATIONS, COMPUTER ACCESS, JOB-SEARCH STRATEGIES, INTERVIEW PREP, AND ACCESS TO RESOURCES NEEDED TO SUSTAIN EMPLOYMENT. THE WORKFORCE CONNECTION CENTERS HOST EMPLOYER RECRUITMENT EVENTS TO CONNECT JOB SEEKERS WITH EMPLOYERS IN NEED OF EMPLOYEES. GOODWILL ALSO COLLABORATES WITH OTHER LOCAL ORGANIZATIONS TO CONNECT CENTER CUSTOMERS TO ADDITIONAL RESOURCES SUCH AS DRIVER'S LICENSE RECOVERY PROGRAMS, COUNSELING, BENEFITS ASSISTANCE, AND HELP WITH HOUSING AND OTHER CONCERNS. TOGETHER, THESE CENTERS PROVIDED SERVICES TO MORE THAN 5,000 PEOPLE IN 2024. SINCE 1989, GOODWILL HAS PARTNERED WITH THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING, ONE OF THE FIRST ONE-STOP JOB CENTERS, CONSIDERED "BEST PRACTICE" ON BOTH A NATIONAL AND INTERNATIONAL LEVEL. AT THE JOB CENTER, GOODWILL OFFERS EXTENSIVE EMPLOYMENT SERVICES THAT INCLUDE JOB SEEKING AND RETENTION, LIFE SKILLS SESSIONS, ONE-ON-ONE CONSULTATION, MENTORING AND FOLLOW-UP. CASE MANAGEMENT SERVICES INCLUDE PROGRAM ORIENTATION, ASSESSMENT, DEVELOPMENT OF EMPLOYABILITY PLANS, EMPLOYMENT COUNSELING, JOB SEEKING SKILLS, JOB SEARCH ACTIVITIES, AND REFERRALS TO COMMUNITY PARTNERS FOR AGENCY SERVICES AND ADULT EDUCATION. GOODWILL'S WORKFORCE DEVELOPMENT TRAINING PROGRAMS FOCUS ON PROVIDING WORK AND LIFE SKILLS AND SECTOR-SPECIFIC TRAINING TO HELP PARTICIPANTS FIND WORK OR START A CAREER. PARTICIPANTS IN THESE PROGRAMS RECEIVE PRACTICAL SKILLS TRAINING AS WELL AS INSTRUCTION IN EMPLOYER EXPECTATIONS, WORKPLACE BEHAVIOR, AND INTERPERSONAL SKILLS. JOB PLACEMENT AND RETENTION SERVICES ENSURE THAT GOODWILL GRADUATES ARE SUCCESSFULLY PLACED. JOB COACHES PROVIDE ON-SITE GUIDANCE TO NEWLY PLACED GOODWILL PROGRAM PARTICIPANTS TO ENSURE SUCCESSFUL INTEGRATION INTO THE WORKPLACE ENVIRONMENT. CUSTOMIZED TALENT ACQUISITION AND TRAINING PROGRAMS HAVE ALSO BEEN DEVELOPED WITH COLLABORATIVE COMMUNITY PARTNERS TO HELP EMPLOYERS FIND TALENT AND HELP PEOPLE ATTACH TO THE WORKFORCE, WHILE RECEIVING THE TRAINING AND SUPPORTS NEEDED TO ENSURE SUCCESS ON THE JOB. OTHER TRAINING PROGRAMS INCLUDE JOB RE-ENTRY AND OUTREACH SERVICES TO INDIVIDUALS RECENTLY RELEASED OR CURRENTLY IN PRISON IN THE KENOSHA AREA. IN 2024, GOODWILL PROVIDED WORKFORCE DEVELOPMENT SUPPORTS FOR MORE THAN 13,000 INDIVIDUALS. THESE SUPPORTS INCLUDED BENEFITS COUNSELING, ANCILLARY VOCATIONAL SERVICES SUCH AS FINANCIAL LITERACY, AND OTHER WORK-RELATED SUPPORTS SUCH AS CHILDCARE CASE MANAGEMENT. COMMUNITY SERVICES AND SUPPORTS GOODWILL PROVIDED COMMUNITY SUPPORTS IN 2024 TO NEARLY 6,000 ADULTS THROUGH A VARIETY OF PROGRAMS. GOODWILL'S DAY SERVICES PROGRAMS SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURIES TO ENJOY MORE INDEPENDENT AND ACTIVE LIVES IN THE COMMUNITY AT FOUR LOCATIONS. THESE PROGRAMS OFFER DAILY ACTIVITIES INCLUDING COMMUNITY OUTINGS, RECREATION, SOCIALIZATION, VOLUNTEERING, ENHANCING LIFE SKILLS, AND PROMOTING SELF-ADVOCACY. PROGRAMS ALSO OFFER PEACE OF MIND AS WELL AS RESPITE FOR WORKING CARE GIVERS. THROUGHOUT 2024, NEARLY 200 INDIVIDUALS WERE SERVED BY GOODWILL'S DAY SERVICES PROGRAMS. GOODWILL'S COMMUNITY SERVICES HELP IMPROVE THE QUALITY OF LIFE FOR SENIORS AND THEIR FAMILIES. COMMUNITY SERVICES PROVIDES SUPPORT FOR PEOPLE WHO FIND IT DIFFICULT TO WORK OR CANNOT PARTICIPATE IN GOODWILL'S EMPLOYMENT PROGRAMS DUE TO INCREASING AGE OR HEALTH CONDITIONS. THESE PROGRAMS ASSIST SENIORS IN MAINTAINING THEIR INDEPENDENCE, WITH THE GOAL OF DECREASING PREMATURE AND UNNECESSARY INSTITUTIONALIZATION. DURING 2024, GOODWILL'S HOME DELIVERED MEALS SERVED OVER 2,400 MILWAUKEE COUNTY SENIOR CITIZENS WITH MORE THAN 354,000 MEALS DELIVERED TO THEIR HOMES. GOODWILL'S TEAM AT THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING PROVIDES SEVERAL ADDITIONAL SUPPORTIVE SERVICES, INCLUDING CAREGIVERS SUPPORTS, COORDINATING REGIONAL EFFORTS FOR COMPREHENSIVE COMMUNITY SERVICES IN KENOSHA AND RACINE, AND COMMUNITY OUTREACH PROGRAMS. THROUGH THE ADULT PROTECTIVE SERVICES PROGRAM, GOODWILL PROVIDES INTERVENTION FOR INDIVIDUALS WITH PHYSICAL DISABILITIES WHO ARE AT-RISK AND ELDERLY PERSONS BY IDENTIFYING CASES OF PHYSICAL ABUSE, NEGLECT, FINANCIAL ABUSE OR SELF-NEGLECT. GOODWILL'S TEAM ALSO PROVIDES ADMINISTRATIVE SERVICES FOR THE DIVISION OF CHILDREN AND FAMILY SERVICES AND CENTRAL SERVICES FOR THE DEPARTMENT OF HUMAN SERVICES. IN 2024, MORE THAN 8,500 PEOPLE IN THE KENOSHA AREA RECEIVED ASSISTANCE FROM THE HOLIDAY HOUSE PROGRAM, WHICH PROVIDES WINTER COATS, TOYS, AND HOLIDAY FOOD BASKETS TO FAMILIES IN NEED. RECOGNIZING THAT GOODWILL EMPLOYS INDIVIDUALS WITH BARRIERS TO LONG-TERM SUCCESSFUL EMPLOYMENT, OUR EMPLOYEE EMPOWERMENT NETWORK OFFERS LIFE COACHING, BENEFIT NAVIGATION, AND SERVICE REFERRALS THROUGH VOLUNTARY ENROLLMENT TO ITS OWN EMPLOYEES. GOODWILL TALENTBRIDGE, LLC GOODWILL TALENTBRIDGE IS GOODWILL'S OWN RECRUITING AND STAFFING SERVICE. THOUSANDS OF PEOPLE COME TO GOODWILL EACH YEAR LOOKING FOR JOBS. TALENTBRIDGE'S CRITICAL ROLE IS TO CULTIVATE EMPLOYER RELATIONSHIPS AND BUILD PARTNERSHIPS WITH EMPLOYERS THAT RESULT IN INCREASED JOB PLACEMENT OPPORTUNITIES. TALENTBRIDGE OFFERS EMPLOYERS A WIDE RANGE OF SOLUTIONS AND SERVICES, INCLUDING CONTRACT EMPLOYMENT, CONTRACT TO HIRE, DIRECT PLACEMENT, AND RECRUITMENT PROCESS OUTSOURCING. IT PROVIDES JOB PLACEMENT IN AN ARRAY OF INDUSTRIES, INCLUDING MANUFACTURING, HEALTHCARE, EDUCATION, FINANCE, BANKING, PROFESSIONAL, ADMINISTRATIVE, CALL CENTER, AND FOOD SERVICE. IN 2024, GOODWILL TALENTBRIDGE PLACED INDIVIDUALS INTO MORE THAN 1,500 EMPLOYMENT OPPORTUNITIES. LAUNDRY AS OF JULY 2024, GOODWILL FULLY EXITED ITS LONG-STANDING LAUNDRY OPERATIONS. ALL CUSTOMERS, INCLUDING ABILITYONE CUSTOMERS SUCH AS THE UNITED STATES NAVY AND DEPARTMENT OF VETERANS AFFAIRS HOSPITALS WERE SUCCESSFULLY TRANSITIONED TO A NEW SERVICE PROVIDER. ALL EMPLOYEES WERE PROVIDED WITH TRANSITION ASSISTANCE TO FIND NEW EMPLOYMENT. FORM 990, PART V, LINE 2A: NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE GOODWILL IS THE COMMON PAYMASTER FOR ITS AFFILIATES, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR GOODWILL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW AN INDEPENDENT ACCOUNTING FIRM PREPARED THE IRS FORM 990 AND RELATED SCHEDULES. THE ORGANIZATION'S FINANCE TEAM REVIEWED THE COMPLETED FORM. MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS JUNE 11, 2025 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM PRIOR TO FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") MAINTAINS A CONFLICT OF INTEREST POLICY ("POLICY"). THE PURPOSE OF THE POLICY IS TO PROTECT GOODWILL'S INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE FINANCIAL INTEREST OF AN INTERESTED PERSON SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF GOODWILL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, HE OR SHE SHALL RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION, WHETHER THE TRANSACTION REFLECTS FAIR MARKET VALUE, HAS NO BEARING ON THE RELATIONSHIP, AND IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC AVAILABILITY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") POSTS ITS GOVERNING DOCUMENTS, ANNUAL REPORTS, FINANCIAL STATEMENTS AND FORMS 990 TO ITS WEBSITE. GOODWILL ALSO MAKES THIS INFORMATION, AND OTHER REQUIRED DISCLOSURES, AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 REFER TO NARRATIVE LISTED FOR LINE 18. FORM 990, PART IX, LINE 11G LEASED EMPLOYEES: PROGRAM SERVICE EXPENSES 16,728,422. TOTAL EXPENSES 16,728,422. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,039,585. MANAGEMENT AND GENERAL EXPENSES 1,413,638. FUNDRAISING EXPENSES 7,656. TOTAL EXPENSES 2,460,879. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 194,061. MANAGEMENT AND GENERAL EXPENSES 1,240,069. TOTAL EXPENSES 1,434,130. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 128,936. MANAGEMENT AND GENERAL EXPENSES 301,486. TOTAL EXPENSES 430,422. CONSULTING FEES: PROGRAM SERVICE EXPENSES 57,943. MANAGEMENT AND GENERAL EXPENSES 851,596. FUNDRAISING EXPENSES 719. TOTAL EXPENSES 910,258. FORM 990, PART XI, LINE 9: INTERCOMPANY ASSET IMPAIRMENT TRANSFER 2,086,517. UNREALIZED SWAP INTEREST 43,425. ASSET RECOVERY 24,829. GOODWILL TALENTBRIDGE LLC 6055 N 91ST STREET MILWAUKEE WI 53225 271303707 STAFFING WI 11601438 1994917 GOODWILL SEW GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 1 GOODWILL INDUSTRIES OF METRO CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 HUMAN SERVICE IL 501(C)(3) LINE 7 GOODWILL SE WI 1 GOODWILL MANUFACTURING INC 6055 N 91ST STREET MILWAUKEE WI 53225 352531359 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC A 977 GOODWILL RETAIL SERVICES INC A 293323 GOODWILL MANUFACTURING INC A 9977 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC B 780934 GOODWILL RETAIL SERVICES INC C 19497840 GOODWILL RETAIL SERVICES INC J 3515256 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC L 197678 GOODWILL RETAIL SERVICES INC L 23195592 GOODWILL MANUFACTURING INC L 462408 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC N 23575 GOODWILL RETAIL SERVICES INC N 1558537 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC P 92691 GOODWILL RETAIL SERVICES INC P 3795300 GOODWILL MANUFACTURING INC P 125182 PART VI, LINE 1O: TRANSACTIONS WITH RELATED ORGANIZATIONS GOODWILL SHARES PAID EMPLOYEES WITH ITS RELATED ORGANIZATIONS; HOWEVER, THE EXACT AMOUNT OF SUPPORT IS NOT READILY DETERMINABLE.