2020-11-10T08:51:12-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2019-01-01 420923563 GOOWILL INDUSTRIES OF THE HEARTLAND GOOW 3193374158 1410 SOUTH FIRST AVENUE IOWA CITY IA 52240 TAMERA ERB PRESIDENT 3193374158 2020-11-09 1 DAVID LITTLE P01480921 3193632697 2020-11-09 172.86.42.99 2020-11-09 10:11:00 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 27AB7090874C51B549A22783F9FE0F71BC6A1817 2019 2021-01-29 14:40:06Z PATRICIA AIRY 1410 SOUTH FIRST AVENUE IOWA CITY IA 52240 37924978 0 X WWW.GOODWILLHEARTLAND.ORG X 1965 IA TO ADVANCE THE SOCIAL & ECONOMIC WELL-BEING OF PEOPLE WHO EXPERIENCE BARRIERS TO INDEPENDENCE. 18 18 1535 58 0 0 3672146 3682607 8975698 8767760 19420 372149 21288159 22101237 33955423 34923753 29337 28524 0 0 23344998 24317431 0 0 57644 9365400 10059624 32739735 34405579 1215688 518174 23187934 23585001 7291625 6968639 15896309 16616362 TO ADVANCE THE SOCIAL AND ECONOMIC WELL-BEING OF PEOPLE WHO EXPERIENCE BARRIERS TO INDEPENDENCE. TO ACHIEVE THIS, GOODWILL PROVIDES A VARIETY OF TRAINING, EMPLOYMENT, AND SUPPORT SERVICES. 0 0 19793393 0 22093603 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 2019, 156 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE DONATED GOODS AND RETAIL PROGRAM. 8721989 28524 7098849 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 2019, 701 JOBS WERE CREATED WITH AN AVERAGE WAGE OF $7.57 AN HOUR. GOODWILL'S INTENSIVE SERVICES PROVIDED 2,465 SERVICES TO 3,947 INDIVIDUALS. AN ADDITIONAL 1482 INDIVIDUALS UTILIZED GOODWILL'S BASIC SERVICES. IN 2019, GOODWILL PROVIDED 16,360 INDIVIDUALS WITH CLOTHING VOUCHERS. 1800512 0 1668911 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 2019, 288 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE CONTRACT PROGRAM. 30315894 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 51 0 1535 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X TAMERA ERB 3193374158 1410 SOUTH FIRST AVENUE IOWA CITY IA 52240 AIRY PATRICIA PRESIDENT & CEO 40.00 1.50 X 237709 0 33186 LINDSEY NICK DIRECTORS 2.00 X 0 0 0 ERB TAMARA SENIOR VP/CFO 40.00 1.50 X 162436 0 26777 HARDIN AMBER CHAIR 2.00 0.50 X X 0 0 0 SHILENY LISA VICE CHAIR 2.00 0.50 X X 0 0 0 HELLE TODD TREASURER 2.00 0.50 X X 0 0 0 SCHAFER JODI SECRETARY 2.00 0.50 X X 0 0 0 HAUSER SCOTT DIRECTORS 2.00 X 0 0 0 BANKER JULIE DIRECTORS 2.00 X 0 0 0 BLAKE PAT DIRECTORS 2.00 X 0 0 0 DONOHUE DICK DIRECTORS 2.00 X 0 0 0 HELMS CHARLES DIRECTORS 2.00 X 0 0 0 KILBURG DESIREE DIRECTORS 2.00 0.00 X 0 0 0 MURRAY DAVE DIRECTORS 2.00 X 0 0 0 SCHNEIDER JOHN DIRECTORS 2.00 X 0 0 0 THOMOPULOS GREGS DIRECTORS 2.00 X 0 0 0 WESTEMEYER BRUCE DIRECTORS 2.00 0.00 X 0 0 0 WINKLEBLACK THAIS DIRECTORS 2.00 X 0 0 0 SEXSMITH ELAYNE DIRECTORS 2.00 X 0 0 0 MAHONEY COLIN DIRECTORS 2.00 X 0 0 0 400145 0 59963 2 0 1 0 CARDINAL LOGISTICS MANAGEMENT CORP PO BOX 405069 ATLANTA GA 30384 TRANSPORTATION 531344 THE ULTIMATE SOFTWARE GROUP INC 1485 NORTH PARK DRIVE WESTON FL 33326 HR/PAYROLL SYSTEM 281837 AMPERAGE LLC 6711 CHANCELLOR DRIVE CEDAR FALLS IA 50613 ADVERTISING 274843 DES STAFFING SERVICES INC 1300 CUMMINS ROARD STE 200 DES MOINES IA 50315 TEMPORARY LABOR 271350 REPUBLIC SERVICES PO BOX 9001154 LOUISVILLE KY 40290 TRASH HAULING 170347 8 102592 490272 3089743 2982222 3682607 CLIENT TRAINING FEES 624310 7022049 7022049 CONTRACT PROGRAM 611430 1668911 1668911 PROFESSIONAL FEE 900099 76800 76800 8767760 355681 355681 47808 31340 16468 16468 16468 25063488 2969885 22093603 22093603 OTHER INCOME 900099 6324 6324 VENDING INCOME 900099 1310 1310 7634 34923753 30861363 0 379783 28524 28524 434713 434713 19385856 18030697 1355159 607329 607329 2205569 2096435 109134 1683964 1562124 121840 32160 345 31815 37143 37143 9125 9125 278944 161495 117449 374919 268473 49312 57134 2325424 2153639 171275 510 669555 69657 599898 4029111 3694118 334993 955444 923161 32283 69685 39680 30005 170892 170892 1031429 667415 364014 19515 19515 PROVISION FOR BAD DEBTS 37940 0 37940 DUES/SUBSCRIPTIONS 18338 12802 5536 34405579 30315894 4032041 57644 5540176 5152887 536461 171596 118390 140698 1051838 900668 386143 522781 240352 256625 23686536 13887776 10564527 9798760 3368047 3649692 1382000 2991294 23187934 23585001 2605860 2696568 18703 10000 4605512 4208825 61550 53246 7291625 6968639 X 15826809 16552862 69500 63500 15896309 16616362 23187934 23585001 X 518174 201879 X X 0 1 X 1 0 X 4622851 4333512 4247599 3672145 3682607 20558714 24685532 25080396 26085409 25803244 26809199 128463780 6957112 7318092 7434375 7280131 7022049 36011759 36265495 36732000 37767383 36755520 37513855 185034253 4585 4865 25890 2825 1983 40148 0 4585 4865 25890 2825 1983 40148 184994105 68727 127707 105951 43280 355681 701346 68727 127707 105951 43280 355681 701346 8616 15754 11236 2325 7635 45566 36342838 36875461 37884570 36801125 37877171 185781165 0.99580 0.99750 0.00380 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VENDING INCOME - 2015 AMOUNT: $ 1,212. 2016 AMOUNT: $ 1,646. 2017 AMOUNT: $ 3,036. 2018 AMOUNT: $ 768. 2019 AMOUNT: $ 1,310. OTHER INCOME - 2015 AMOUNT: $ 7,404. 2016 AMOUNT: $ 14,108. 2017 AMOUNT: $ 8,200. 2018 AMOUNT: $ 1,557. 2019 AMOUNT: $ 6,325. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: THE ORGANIZATION'S PAID STAFF/MANAGEMENT AND VOLUNTEERS MEET WITH LEGISLATORS TO INCREASE AWARENESS ON VOCATIONAL, RECYCLING AND DISABILITY ISSUES. 3623347 3623347 13090818 7985958 5104860 2159040 1758114 400926 4813331 4143704 669627 9798760 DEFERRED COMPENSATION 144351 BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS 1485183 GRANT EMPLOYER MATCHING FUND 23549 DUE FROM HEARTLAND GOODWILL ENTERPRISES 1338211 2991294 OBLIGATION UNDER CAPITAL LEASE 29697 GRANT EMPLOYER MATCHING FUND 23549 53246 X 35116507 201879 201879 34914628 9125 9125 34923753 34396454 0 34396454 9125 9125 34405579 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 201,879. 1 EMPLOYMENT ASSISTANCE 3605 25236 HEALTH & WELLNESS 331 1097 FINANCIAL ASSISTANCE 11 2191 PART I, LINE 2: 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. SCHEDULE I, PART III: CLOTHING VOUCHERS ARE PROVIDED TO THOSE IN NEED, 16,360 INDIVIDUALS RECEIVED VOUCHERS IN 2019 WITH A $163,607 VALUE. X X X 0 0 0 0 0 0 0 0 0 AIRY PATRICIA PRESIDENT & CEO 236677 0 0 0 1032 0 30717 0 2469 0 270895 0 0 0 ERB TAMARA SENIOR VP/CFO 160852 0 0 0 1584 0 16808 0 9969 0 189213 0 0 0 A IOWA FINANCE AUTHORITY 521699866 2013-12-31 10000000 REFINANCE AND FACILITY PURCHASE 0 0 0 A 2203681 10000000 36451 1910000 4531687 3558313 2012 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 1 A 1 X 2788586 RESALE VALUE X SALVAGE SALES 48500 193636 RESALE VALUE 0 0 1 0 PART I, COLUMN (B): THE COLUMN (B) NUMBER OF ITEMS CONTRIBUTED/NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1 AT EACH BOARD AND COMMITTEE MEETING MINUTES ARE TAKEN. THE MINUTES REFLECT ALL DECISIONS MADE BY THE BOARD OR COMMITTEE. THE DRAFT MINUTES FROM THE BOARD MEETINGS ARE APPROVED AT THE NEXT BOARD MEETING. DRAFT COMMITTEE MINUTES ARE DISTRIBUTED VIA EMAIL FOR REVIEW AND APPROVAL. THE FINAL DRAFT IS INCLUDED IN THE NEXT BOARD OF DIRECTORS PACKET. 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 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 SHILNEY, DESIREE KILBURG, NICK LINDSLEY, DAVE MURRAY, ELAYNE SEXSMITH, THAIS WINKLEBACK 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. 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 201,879. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. HEARTLAND GOODWILL ENTERPRISES 1410 SOUTH FIRST AVENUE IOWA CITY IA 52240 463331510 SELF RESPECT AND INDEPENDENCE FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES IA 501(C)(3) LINE 10 GOODWILL INDUSTRIES OF THE HEARTLAND 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 HEARTLAND GOODWILL ENTERPRISES Q 1356630