2020-09-09T20:44:39-05:00 2019-12-31 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 EAST LAS OLAS BLVD 4TH FL FORT LAUDERDALE FL 33301 990 2019-01-01 596196141 GOODWILL INDUSTRIES OF SW FLORIDA INC GOOD 2399952106 5100 TICE STREET FORT MYERS FL 33905 DOUGLAS STEWART COO 2399952106 2020-09-09 1 DAVID HOLLANDERCPA P00646430 9547609000 38.140.52.131 2020-09-09 09:18:21 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C90CCCB037BD9F9BB98262D63A260769372BC384 2019 2020-11-19 02:30:22Z DOUGLAS STEWART 5100 TICE STREET FORT MYERS FL 33905 41284723 0 X WWW.GOODWILLSWFL.ORG X 1966 FL GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA IS COMMITTED TO SERVING PEOPLE WITH DISABILITIES AND DISADVANTAGES BY OFFERING LIFE-CHANGING OPPORTUNITIES TO ACHIEVE INDEPENDENCE. 19 19 1309 995 0 0 27147473 30555050 1850410 2159052 735443 1037229 2063942 3279860 31797268 37031191 66887 1936857 0 0 18796476 20085385 0 0 188541 13139012 14062489 32002375 36084731 -205107 946460 47966914 44405347 13505840 9074232 34461074 35331115 GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA IS COMMITTED TO SERVING PEOPLE WITH DISABILITIES AND DISADVANTAGES BY OFFERING LIFE-CHANGING OPPORTUNITIES TO ACHIEVE INDEPENDENCE. 0 0 24710078 989431 RETAIL STORE OPERATIONS: GOODWILL OPERATES THRIFT STORES IN THE LOCAL FIVE COUNTY AREA WHICH SELL DONATED AND PURCHASED GOODS. THESE STORES PROVIDE JOBS AND TRAINING AS WELL AS ASSISTANCE AND AFFORDABLE GOODS TO THE LOCAL AREA'S FAMILIES AND CHILDREN. IN ADDITION TO THE $989,431 NET INCOME RESULTING FROM THE SALE OF PURCHASED GOODS AS REFLECTED ON FORM 990, PAGE 9, PART VIII, LINE 10, THE ORGANIZATION RECEIVED $22,922,593 OF DONATED GOODS RELATED TO THIS PROGRAM DURING THE YEAR WHICH ARE REFLECTED WITHIN NONCASH CONTRIBUTIONS ON FORM 990, PAGE 9, PART VIII, LINE 1G. 2570809 1473138 E-COMMERCE: GOODWILL OPERATES AN E-COMMERCE SELLING PROGRAM WHICH LISTS USED GOODS, BOOKS AND COMPUTERS AS WELL AS HIGH END DONATED GOODS FOR SALE. THIS OPERATION PROVIDES JOB OPPORTUNITIES FOR DISADVANTAGED CITIZENS WITHIN OUR COMMUNITY. IN ADDITION TO THE $1,473,138 OF DELIVERY INCOME GENERATED THROUGH THE PROGRAM, THE ORGANIZATION RECEIVED $2,468,384 OF DONATED GOODS RELATED TO THIS PROGRAM DURING THE YEAR WHICH ARE REFLECTED WITHIN NONCASH CONTRIBUTIONS ON FORM 990, PAGE 9, PART VIII, LINE 1G. 1390043 SALVAGE AND RECYLCING: GOODWILL OPERATES A SALVAGE AND RECYCLING PROGRAM WHICH PROVIDES JOBS AND JOB TRAINING AS WELL AS A MEANS OF SALVAGING AND SHIPPING CLOTHING TO THOSE IN NEED IN OTHER COUNTRIES. THE ORGANIZATION RECEIVED $1,289,887 OF DONATED GOODS RELATED TO THIS PROGRAM DURING THE YEAR WHICH ARE REFLECTED WITHIN NONCASH CONTRIBUTIONS ON FORM 990, PAGE 9, PART VIII, LINE 1G. 4208430 1936857 748056 4208430 1936857 748056 32879360 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 137 0 1 1309 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X DOUGLAS A STEWART 2399952106 5100 TICE ST FORT MYERS FL 33905 BELINDA COUSE DIRECTOR 3.00 X 0 0 0 BERNARDO BARNHART DIRECTOR 3.00 X 0 0 0 CHERYL GUTJAHR DIRECTOR 3.00 X 0 0 0 CHICO RIVERA DIRECTOR 3.00 X 0 0 0 DALE SCHNEIDER DIRECTOR 3.00 X 0 0 0 DANIEL ADAMS DIRECTOR 3.00 X 0 0 0 GEORGE T MANN JR DIRECTOR 3.00 X 0 0 0 HUGH KINSEY DIRECTOR 3.00 X 0 0 0 JAMES T HUMPHREY ESQUIRE DIRECTOR 3.00 X 0 0 0 JON A SIMMONS DIRECTOR 3.00 X 0 0 0 JOSEPH D SPIELMAN DIRECTOR 3.00 X 0 0 0 JUAN D BENDECK ESQ DIRECTOR 3.00 X 0 0 0 MICHAEL R MCKINLEY ESQUIRE DIRECTOR 3.00 X 0 0 0 MICHAEL W SULLIVAN CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 ROBERT M ARNALL TREASURER 3.00 X X 0 0 0 SHARLENE DOZIER DIRECTOR 3.00 X 0 0 0 WILLIAM J BARRETT VICE CHAIR OF THE BOARD 3.00 X X 0 0 0 WILLIAM L MCDANIEL JR DIRECTOR 3.00 X 0 0 0 CATHERINE M SPEER SECRETARY 3.00 X X 0 0 0 RICK EVANCHYK FORMER PRESIDENT/CEO 3.00 X X 42780 0 3848 JOHN ALAN NADEAU PRESIDENT/CEO 45.00 X X 173931 0 45323 CAROLYN JOHNSON VP OF PUBLIC RELATIONS 45.00 X X 80054 0 28090 JOHN D MEYER DIRECTOR 3.00 X 0 0 0 DOUGLAS STEWART CHIEF OPERATING OFFICER 45.00 X 155222 0 17546 FRED RICHARDS VP OF COMMUNITY SUPPORT SE 45.00 X 103755 0 32820 555742 0 127627 3 0 1 0 RYDER INTEGRATED LOGISTICS INC 11690 NW 105TH STREET MIAMI FL 33178 SHIPPING 1138292 FEDEX PO BOX 371461 PITTSBURGH PA 15250 SHIPPING 532392 SOLSTICE SLEEP PRODUCTS INC 500 S FALKENBURG RD TAMPA FL 33619 INVENTORY 323382 ADVANCED DISPOSAL SERVICES 90 FORT WADE ROAD SUITE 200 PONTE VEDRA FL 32081 DISPOSAL SERVICES 288330 NEWS-PRESS FT MYERS 4415 METRO PKWY SUITE 100 FORT MYERS FL 33916 ADVERTISING 234783 5 463835 30091215 26680864 30555050 DELIVERY INCOME 480000 1473138 1473138 CONTRACT INCOME 812900 685914 685914 2159052 746746 746746 74236 12094 62142 62142 62142 2748256 2457773 290483 290483 290483 2773096 1783665 989431 989431 GAIN FROM NMTC UNWIND 900099 3063729 3063729 MISCELLANEOUS INCOME 900099 762057 762057 INCOME FROM INVESTMENTS IN AFFILI 900099 -1597499 -1597499 2228287 37031191 3210625 0 3265516 1936857 1936857 683369 239179 444190 15565743 14142964 1253430 169349 1962272 1718977 243295 1874001 1655005 206420 12576 75965 75965 73500 73500 1261340 1160445 100895 453373 426613 25675 1085 1080166 1037415 41697 1054 5228183 5194366 33817 14112 6085 7051 976 285195 284077 1118 723415 684937 38478 489161 474222 14939 EQUIPMENT RENTAL AND MA 1717245 1512802 203054 1389 VEHICLE REPAIR AND MAIN 1484693 1464412 20281 0 SUPPLIES OTHER THAN OFF 905853 894111 11641 101 DUES 211344 100 211244 58944 46793 10140 2011 36084731 32879360 3016830 188541 5272334 3816914 952500 1845636 190825 287653 5261540 5467156 300049 454979 37196766 12027048 11491382 25169718 24498284 7363291 47966914 44405347 2376676 2651623 187807 312021 7850000 5955847 3091357 154741 13505840 9074232 X 34461074 35331115 34461074 35331115 47966914 44405347 X 946460 -76419 X X 0 1 X 1 0 X 25953389 27213063 24649898 25754009 30555050 134125409 25953389 27213063 24649898 25754009 30555050 134125409 134125409 700819 723148 748679 753536 746746 3672928 125330 900152 1093779 1217503 762057 4098821 141897158 0.94520 0.94500 X 8303017 8303017 19472856 6033952 13438904 1511217 1049872 461345 5282770 3431311 1851459 2626906 1511913 1114993 25169718 PROPERTY, PLANT, AND EQUIPMENT HELD FOR SALE 3764801 DUE FROM AFFILIATES 2980037 OTHER ASSETS AND DEPOSITS 618453 7363291 DUE TO AFFILIATES 35528 SECURITY DEPOSITS 8943 CAPITAL LEASE OBLIGATION 110270 154741 X PART X, LINE 2: GOODWILL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE,AND SALES AND USE TAX UNDER THE LAWS OF THE STATE OF FLORIDA. THE ORGANIZATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. THE U.S. FEDERAL JURISDICTION AND THE STATE OF FLORIDA JURISDICTION ARE THE MAJOR TAX JURISDICTIONS WHERE THE ORGANIZATION FILES INCOME TAX RETURNS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016. 0 GOODWILL SERVICES OF SWFL INC 5100 TICE STREET FORT MYERS FL 33905 770673657 1863902 SUPPORT SWFL COMMUNITY FOUNDATION 2031 JACKSON ST 100 FORT MYERS FL 33901 596580974 7162 SUPPORT X 1 0 X X X X 0 0 0 0 0 0 0 0 0 JOHN ALAN NADEAU PRESIDENT/CEO 173151 0 0 0 780 0 0 0 45323 0 219254 0 0 0 DOUGLAS STEWART CHIEF OPERATING OFFICER 148797 0 0 0 6425 0 0 0 17546 0 172768 0 0 0 X 25390977 SALES PRICE X 136 125815 X SALVAGED GOODS 0 1164072 SALES PRICE 0 1 1 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO ACT ON BEHALF AND INSTEAD OF THE BOARD IN ALL MATTERS RELATING TO THE OPERATION OF THE ORGANIZATION EXCEPT THEY ARE NOT AUTHORIZED TO APPROVE PURCHASES OR SALES OF PROPERTY. EXECUTIVE COMMITTEE MINUTES ARE RATIFIED AT EACH SUCESSIVE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM IS PREPARED, THE CHEIF OPERATING OFFICER REVIEWS THE INFORMATION ON THE RETURN. THE FORM IS THEN BROUGHT TO THE PRESIDENT/CEO FOR THEIR FINAL REVIEW BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS ARE REQUIRED TO DISCLOSE KNOWN CONFLICTS OF INTERESTS ANNUALLY AND IF ANY POTENTIAL ISSUES ARISE DURING BOARD MEETING. ANY PROPOSED CONTRACT EXCEEDING $500 THAT HAS A POTENTIAL CONFLICT OF INTEREST IS VOTED ON BY THE BOARD AND THE INTERESTED PERSON IS NOT ALLOWED TO VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD ON AN ANNUAL BASIS AFTER ACTION IS TAKEN BY THE COMPENSATION COMMITTEE. COMPENSATION IS EXAMINED IN LIGHT OF COMPETITIVE RATES AND ANNUAL PERFORMANCE GOALS. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND DETERMINED BY EACH SUCH PERSON'S IMMEDIATE SUPERVISOR CONSISTENT WITH PAY RANGES AND MARKET CONDITIONS WHICH ARE UPDATED ON A REGULAR BASIS. ALL SUCH EVALUATIONS ARE ALSO REVIEWED AND APPROVED BY THE REVIEWING SUPERVISOR WHO IS GENERALLY THE PERSON TO WHOM THE REVIEWING SUPERVISOR REPORTS TO. THE COMPENSATION DETERMINATION PROCESS, WHICH INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS DONE IN A PREVIOUS YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -76,419. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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