2020-10-12T11:30:33-05:00 2019-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2019-01-01 391144913 GOODWILL INDUSTRIES OF NC WI INC GOOD 9207316601 1800 APPLETON ROAD MENASHA WI 54952 SABRINA KLOEHN VP - FINANCE 9207316601 2020-09-21 1 TERRI REXRODE CPA MST P00096513 9206620016 2020-09-21 184.100.202.166 2020-09-21 12:52:40 CD P A43ECD1EE6AF4781A69F6BFA161A98BDE8FA2C07 7D2FE2EA17AC540A2D29D4112E82844D375299C1 2019 2021-01-29 14:40:06Z SABRINA KLOEHN 1800 APPLETON ROAD MENASHA WI 54952 103267648 0 X WWW.GOODWILLNCW.ORG X 1972 WI MAKING A LIFE-CHANGING DIFFERENCE IN OUR COMMUNITIES BY ELIMINATING BARRIERS TO EMPLOYMENT THROUGH OUR TRAINING CENTERS, PROGRAMS & SERVICES. 9 8 2753 1678 0 0 45033430 46279409 49276806 49162646 133924 149942 3038620 3335978 97482780 98927975 1435168 778202 0 0 32894635 33091308 0 0 76219 57944149 59781113 92273952 93650623 5208828 5277352 84149924 87190023 28286496 26067598 55863428 61122425 X GOODWILL INDUSTRIES OF NORTH CENTRAL WIS IS A NOT-FOR-PROFIT HUMAN SERVICES ORGANIZATION. ITS MISSION IS "ELEVATING PEOPLE BY ELIMINATING BARRIERS TO EMPLOYMENT". 0 0 81517494 778202 51989690 GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. HAS A COMMUNITY DEVELOPMENT PROGRAM THAT PROVIDES OPPORTUNITIES IN EACH OF ITS 27 RETAIL STORES/TRAINING CENTERS THAT PARTNERS WITH SCHOOLS AND AGENCIES THROUGHOUT OUR 35-COUNTY SERVICE DELIVERY AREA TO PROVIDE WORK EXPERIENCE AND JOB TRAINING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. IN 2019, THIS PROGRAM SERVED 660 INDIVIDUALS, WHO RECEIVED A TOTAL OF 131,550 HOURS OF SUPERVISED WORK EXPERIENCE. IN ADDITION, THE ORGANIZATION HELPS PEOPLE IN NEED THROUGH ITS GOODNEIGHBOR INITIATIVE. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. PARTNERS WITH LOCAL SOCIAL SERVICES AGENCIES THAT DISTRIBUTE GOODWILL NWC'S STORE VOUCHERS TO PEOPLE IN NEED OF EMERGENCY CLOTHING AND HOUSEHOLD ITEMS. IN 2019, THIS VOUCHER PROGRAM PROVIDED $641,073 IN FREE MERCHANDISE TO 22,084 PEOPLE THROUGHOUT GOODWILL NCW'S 35-COUNTY REGION. 2482587 5262 IN ADDITION, THE FOLLOWING PROGRAMS AND SERVICES WERE OFFERED DURING 2019:ALMOST HOME: WORKS WITH CURRENT HABITAT FOR HUMANITY HOMEOWNERS TO REMAIN SUCCESSFUL IN THEIR HOME OWNERSHIP AND HELPS APPLICANTS IMPROVE THEIR STATUS FOR ELIGIBILITY (169 SERVED IN 2019).CIRCLES OF CARE: PROVIDES SUPPORT TO TEAM MEMBERS AND PAID PARTICIPANTS VIA FINANCIAL COUNSELING, HEALTH & WELLNESS COACHING AS WELL AS SPIRITUAL SUPPORT (1,508 SERVED IN 2019).CIRCLES OF SUPPORT: ASSISTS MEN AND WOMEN MAKING A SUCCESSFUL TRANSITION FROM INCARCERATION TO LIFE IN A COMMUNITY, USING A NETWORK OF LOCAL VOLUNTEERS TO PROVIDE GUIDANCE, MENTORING AND DIRECTION TO EX-OFFENDERS (133 SERVED IN 2019).LGBT PARTNERSHIP: PROVIDES SAFE SPACE WHERE YOUTHS AND ADULTS CAN FEEL SUPPORTED AND UNDERSTOOD, MAKE FRIENDS, LEARN HEALTHY LIFE CHOICES, DEVELOP LEADERSHIP SKILLS, FEEL VALUED AND RESPECTED AND TALK AND BE HEARD (554 SERVED IN 2019).MIRACLE LEAGUE FOX VALLLEY: GIVES CHILDREN WITH DISABILITIES AGES 4-19 THE OPPORTUNITY TO PLAY BASEBALL IN AN ORGANIZED, NON-COMPETITIVE LEAGUE ON A SAFE, ACCESSIBLE BASEBALL FIELD (203 SERVED IN 2019).MIRACLE LEAGUE LAKESHORE: GIVES CHILDREN WITH DISABILITIES AGES 4-19 THE OPPORTUNITY TO PLAY BASEBALL IN AN ORGANIZED, NON-COMPETITIVE LEAGUE ON A SAFE, ACCESSIBLE BASEBALL FIELD (117 SERVED IN 2019).MIRACLE LEAGUE CHIPPEWA VALLEY: GIVES CHILDREN WITH DISABILITIES AGES 4-19 THE OPPORTUNITY TO PLAY BASEBALL IN AN ORGANIZED, NON-COMPETITIVE LEAGUE ON A SAFE, ACCESSIBLE BASEBALL FIELD (125 SERVED IN 2019).NEIGHBORCARE AND NEIGHBORHOOD PARTNERS: HELPS COMMUNITY NEIGHBORHOODS IDENTIFY AND LEVERAGE THEIR STRENGTHS TO MEET THE CHALLENGE OF ISOLATION AND LONELINESS OF ADULTS 60 YEARS OR OLDER. SUPPORTS COMMUNITIES WITH A GRASS-ROOTS, ASSET-BASED APPROACH AT A NEIGHBORHOOD LEVEL, WHERE ALL PEOPLE CAN WORK TOGETHER TO PRODUCE THE QUALITY OF LIFE THEY WANT AND DESERVE. NEIGHBORHOOD PARTNERS BUILDS THE CAPACITY AND LEADERSHIP OF NEIGHBORS TO BUILD RELATIONSHIPS, DETERMINE THEIR PRIORITIES, AND TAKE ACTION TOGETHER TO TRANSFORM THE PLACE WHERE THEY LIVE. NEIGHBORHOOD PARTNERS THEN HELPS COORDINATE THE RESOURCES OF THE PRIVATE, PRIVATE NON-PROFIT, AND GOVERNMENT SECTORS TO SUPPORT THE WORK (1,091 SERVED IN 2019).PROSPERITY CENTER: PROGRAM HELPS INDIVIDUALS NAVIGATE HIGHER EDUCATION THROUGH TO GAINFUL EMPLOYMENT (118 SERVED IN 2019).RESTORATIVE JUSTICE PROGRAMS (BARRON, EAU CLAIRE AND MARATHON COUNTIES): OPERATES THREE PROGRAMS IN GOODWILL NCW'S 35-COUNTY REGION TO GET OFFENDERS TO UNDERSTAND THE IMPACT OF THEIR BEHAVIOR, TO EMPOWER VICTIMS IN THEIR SEARCH FOR CLOSURE, AND TO PROMOTE RESTITUTION TO VICTIMS AND COMMUNITIES (2,536 SERVED IN 2019).SCHOOL-TO-WORK: HELPS STUDENTS WITH SPECIAL NEEDS DEVELOP WORK SKILLS AND BEHAVIORS THROUGH PAID WORK EXPERIENCES AND CLASSROOM LEARNING (74 SERVED IN 2019).TRANSITIONAL SUPPORT PROGRAM: PROVIDES VOCATIONAL AND EMPLOYMENT SUPPORT TO PEOPLE WITH SPECIAL NEEDS WHO ARE APPROACHING READINESS FOR EMPLOYMENT IN THE COMMUNITY BUT ARE INELIGIBLE FOR FUNDED PROGRAMS (3 SERVED IN 2019).VOCATIONAL EVALUATION: ASSESSES INDIVIDUAL VOCATIONAL INTERESTS, APTITUDES, ABILITIES AND NEEDS THROUGH VARIOUS TOOLS AND EVALUATION TECHNIQUES (79 SERVED IN 2019).VOLUNTEER INCOME TAX ASSISTANCE: OFFERS FREE TAX ASSISTANCE, PREPARATION AND ELECTRONIC FILING SERVICES FOR PERSONS WITH LOW-TO-MODERATE INCOMES, PEOPLE WITH DISABILITIES AND OLDER TAXPAYERS (3,540 SERVED IN 2019 ).WORK ADJUSTMENT TRAINING: A SHORT-TERM TRAINING PROGRAM FOR PEOPLE WITH DISABILITIES WHO USE GOODWILL WORKSITES TO DEVELOP WORK SKILLS AND BEHAVIORS (26 SERVED IN 2019).WORK SERVICES: LONGER-TERM TRAINING PROGRAM THAT USES GOODWILL WORKSITE TO HELP PEOPLE WITH DISABILITIES DEVELOP WORK SKILLS (107 SERVED IN 2019). 1331609 THE VOCATIONAL SUPPORT SERVICES PROGRAM OF GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. HELPS INDIVIDUALS WITH DISABILITIES FIND AND MAINTAIN EMPLOYMENT IN THE COMMUNITY. TYPICALLY, THE LEVEL OF SUPPORT PROVIDED IS LONGER TERM. THIS PROGRAM SERVED 298 INDIVIDUALS IN 2019. 258472 285429 CONTRACTED SERVICES IS A PROGRAM OF GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. THAT AIMS TO BE A PREMIER PROVIDER OF EMPLOYMENT AND TRAINING OPPORTUNITIES TO INDIVIDUALS WHO FACE LIMITED EMPLOYMENT OPTIONS. IN 2019, THIS PROGRAM SERVED 41 INDIVIDUALS, WHO RECEIVED A TOTAL OF 16,136 HOURS OF SUPERVISED WORK EXPERIENCE. 258472 285429 85590162 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 1 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 123 0 2753 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X SABRINA KLOEHN 9207316601 1800 APPLETON ROAD MENASHA WI 54952 X NANCY COONEN FORMER VP - IT 40.00 X 283813 0 16045 DAVID HACKNEY-TERMED 82019 BOARD TREASURER 1.00 3.00 X X 0 0 0 CHRISTIAN HESS PRESIDENT & CEO 37.00 3.00 X 274965 0 16150 JACQUELINE DRAWS FORMER SENIOR VP - OPS 40.00 X 251673 0 0 WENDY SHOEMAKER FORMER VP - RETAIL 40.00 X 229158 0 17851 BILLIE JO HIGGINS VP - FINANCE 37.00 3.00 X 165779 0 36323 KATRINA VAN GOMPEL VP - MARKETING & RETAIL 40.00 X 160269 0 6656 JENNIE MOORE VP - MISSION SERVICES 37.00 3.00 X 118808 0 14430 DANIEL SAWALL LEADER - RETAIL 40.00 X 102945 0 9616 KRISTEN TRIMBERGER VP - DEVELOPMENT 40.00 X 102117 0 1720 ANNA WILCOX VP - HUMAN RESOURCES 40.00 X 101016 0 2422 GREGG CURRY BOARD CHAIR 1.00 3.00 X X 0 0 0 MICHAEL LUTZ BOARD DIRECTOR 1.00 3.00 X 0 0 0 NANCY BRANSON BOARD VICE-CHAIR 1.00 3.00 X X 0 0 0 GARY LICHTENBERG BOARD TREASURER AS OF 8/2019 1.00 3.00 X X 0 0 0 CHRISTYN ABARAY BOARD DIRECTOR 1.00 3.00 X 0 0 0 DEDE HEID BOARD DIRECTOR 1.00 3.00 X 0 0 0 TINA SCHONER BOARD DIRECTOR 1.00 3.00 X 0 0 0 TOM WILTZIUS BOARD SECRETARY 1.00 3.00 X X 0 0 0 WALTER SCHONFELD BOARD DIRECTOR 1.00 3.00 X X 0 0 0 1790543 0 121213 13 0 1 0 WASTE MANAGEMENT PO BOX 42390 PHOENIX AZ 85080 WASTE SERVICES 635039 TEAM INDUSTRIES INC 1200 MALONEY ROAD PO BOX 350 KAUKAUNA WI 54130 WAREHOUSE RENTAL SPACE 618532 HUB GROUP INC 2000 CLEARWATER DRIVE OAK BROOK IL 60523 SHIPPING FREIGHT 423406 FEDERAL EXPRESS CORPORATION PO BOX 371461 PITTSBURGH PA 152507461 POSTAGE AND SHIPPING 409819 UPS MAIL INNOVATIONS 28013 NETWORK PLACE CHICAGO IL 606731280 POSTAGE AND SHIPPING 405021 16 10920 46268489 42607826 46279409 DONATED GOODS SALE 900004 41014134 41014134 E-COMMERCE 900004 4697130 4697130 POST RETAIL SALES 900004 3282025 3282025 INDUSTRIAL CONTRACTS 900004 169357 169357 49162646 306905 306905 261631 51175 210456 210456 210456 12588 169551 -156963 -156963 -156963 12139 10920 4352 7787 7787 7043108 4114595 2928513 2928513 OTHER REVENUE 900004 189222 189222 189222 98927975 52280381 0 368185 136100 136100 642102 642102 1239377 750304 489073 25229705 21467662 3710713 51330 484037 425383 57719 935 4018139 3407613 602066 8460 2120050 1769690 346881 3479 24673 24673 66715 66715 1477017 1105668 371349 492665 462850 29815 3265330 3083867 179497 1966 3011250 2890717 120507 26 247560 152137 95352 71 27792 9071 18526 195 1537025 945499 591526 3244854 2722969 521481 404 359897 313319 46578 DONATED GOODS COGS 42607826 42607826 REPAIRS & MAINTENANCE 861858 749952 111906 EQUIPMENT RENTALS & LEA 676696 560120 116576 INDUSTRIAL SUPPLIES 488617 469768 18789 60 1391338 917545 464500 9293 93650623 85590162 7984242 76219 14888564 19689706 551894 512515 14460774 14942929 509935 388599 84653684 35837721 50729818 48815963 3008939 2840311 84149924 87190023 4198556 4738765 21511830 19655580 2576110 1673253 28286496 26067598 X 55574142 60825626 289286 296799 55863428 61122425 84149924 87190023 X 5277352 -18355 X X 0 1 X 1 0 X 45008075 44430829 44976354 45033430 46279409 225728097 48055618 47295458 47179989 49421213 56394976 248347254 94112 12139 106251 93063693 91726287 92156343 94548755 102686524 474181602 6000 6000 41645 41645 47645 47645 474133957 205558 568536 774094 205558 568536 774094 117907 66369 57876 242152 93181600 91792656 92214219 94754313 103255060 475197848 0.99780 0.99890 0.00160 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 117,907. 2016 AMOUNT: $ 66,369. 2017 AMOUNT: $ 57,876. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266589 10717 19494 296800 267789 2906 -4106 266589 235084 32705 267789 229457 5627 235084 236884 -7427 229457 0.75840 0.24160 1 0 14309965 14309965 48903068 19770678 29132390 4223953 2852991 1370962 16861345 13214052 3647293 355353 355353 48815963 DUE TO GWI 213051 DEFERRED COMPENSATION 1460202 1673253 X PART V, LINE 4: INCOME FROM ENDOWMENT IS USED FOR GENERAL OPERATING PURPOSES OF GOODWILL. PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITON THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI AND XII GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN RECEIVES A CONSOLIDATED AUDIT WHICH INCLUDES GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, GOODWILL INDUSTRIES DEVELOPMENT CORPORATION, FINANCIAL INFORMATION & SERVICE CENTER, INC AND MONEY MANAGEMENT EDUCATION ASSOCIATES. NORTH AMERICA 0 0 PROGRAM SERVICE SALES OF TEXTILES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN SELLS TEXTILES THAT COULD NOT BE SOLD IN OUR STORES TO SALVAGE VENDORS. THIS IS MATERIALS THAT WOULD HAVE BEEN SENT TO THE LANDFILLS. MIRACLE LEAGUE SPRING TRAINING 14134 6629 7505 3200 726 MIRACLE LEAGUE BOWLING 8925 4291 4634 426 23059 10920 12139 3200 1152 4352 7787 1 FINANCIAL INFO SERVICE CENTER 1800 APPLETON RD MENASHA WI 54952 391496649 501(C)(3) 130000 0 GENERAL SUPPORT 1 0 CERTIFICATE ASSISTANCE 22084 641073 SALE PRICE OF RETAIL GOODS VOUCHERS FOR INDIVIDUALS TO PURCHASE CLOTHING AND OTHER GOODS PART I, LINE 2: GOODWILL'S GOOD NEIGHBOR PROGRAM IS MONITORED BY THE CERTIFICATES THAT ARE GIVEN TO OTHER LOCAL SOCIAL SERVICE AGENCIES. PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION GOODWILL INDUSTRIES NCW WILL DONATE TO VARIOUS LOCAL NONPROFITS IN OUR SERVICE AREA. ALL DECISIONS TO DONATE TO OTHER ORGANIZATIONS ARE APPROVED BY THE BOARD. X X X X X X 1 0 0 0 0 0 0 0 0 NANCY COONEN FORMER VP - IT 99292 0 0 0 184521 0 5220 0 10825 0 299858 0 0 0 CHRISTIAN HESS PRESIDENT & CEO 274695 0 0 0 270 0 12692 0 3458 0 291115 0 0 0 JACQUELINE DRAWS FORMER SENIOR VP - OPS 0 0 0 0 251673 0 0 0 0 0 251673 0 0 0 WENDY SHOEMAKER FORMER VP - RETAIL 169253 0 0 0 59905 0 10203 0 7648 0 247009 0 0 0 BILLIE JO HIGGINS VP - FINANCE 165329 0 0 0 450 0 10500 0 25823 0 202102 0 0 0 KATRINA VAN GOMPEL VP - MARKETING & RETAIL 159999 0 0 0 270 0 4800 0 1856 0 166925 0 0 0 PART I, LINE 4A THREE INDIVIDUALS LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2019. THE PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III). DUE TO CONFIDENTIALITY AGREEMENTS, NEITHER THE NAME NOR AMOUNTS WILL BE SEPARATELY PROVIDED. FORM 990, SCHEDULE J , PART II, COLUMN (B)(III) OUR ORGANIZATION HAS A QUALIFIED 457B PLAN THAT PROVIDES DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT EMPLOYEES. THE PLAN ALLOWS DEFERRAL OF COMPENSATION OVER THE YEARS SERVED WITH THE ORGANIZATION. SOME OF OUR EMPLOYEES LEFT EMPLOYMENT WITH OUR ORGANIZATION AND CASHED OUT THEIR 457(B) PLAN, INCLUDING EARNINGS. THIS MADE THEIR COMPENSATION MUCH LARGER THAN IN THE PRIOR YEARS. FORM 990, SCHEDULE J, PART II, COLUMN (D) NONTAXABLE BENEFITS INCLUDE PRE-TAX MEDICAL AND DEPENDENT CARE; AND EMPLOYER PROVIDED HEALTH, LIFE, AND DISABILITY PREMIUMS. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2019-12-20 20108270 LAND AND BUILDINGS, REFINANCE 0 0 0 A 20108270 175136 1 0 1 1 A 0 1 0 0 0.03000 0.03000 0 0 0 A 0 1 0 0 0 1 PNC BANK 10.000000000000 0 0 0 0 0 A 1 LISA ROBBINS FAMILY 22511 EMPLOYMENT 0 SCHEDULE L, PART IV LISA ROBBINS IS EMPLOYED BY THE ORGANIZATION. LISA IS THE CHILD OF BOARD MEMBER, GARY LICHTENBERG. X 3076991 SELLING PRICE X 39530835 SELLING PRICE 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 RETURN WAS PROVIDED TO ALL BOARD MEMBERS. THE AUDIT COMMITTEE REVIEWED THE 990 RETURN AND RECOMMENDED TO THE WHOLE GOODWILL BOARD TO ACCEPT THE 990 TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C NEW CONFLICT OF INTEREST AGREEMENTS ARE SENT TO ALL BOARD MEMBERS ANNUALLY TO SIGN, AND ANNUAL DIRECTOR DISCLOSURES ARE SENT TO ALL BOARD MEMBERS ANNUALLY TO SIGN. THE DISCLOSURES ARE REVIEWED BY DESIGNATED INDIVIDUALS. A CONFLICT OF INTEREST MAY RESULT IN RECUSAL OF THE INTERESTED PERSON. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMMITTEE HIRED AN INDEPENDENT FIRM, PEARL MEYER & PARTNER, TO PERFORM A COMPENSATION REVIEW FOR THE CEO, SENIOR VP-OPERATIONS, AND VICE-PRESIDENT POSITIONS OF GOODWILL NCW. FORM 990, PART VI, SECTION C, LINE 19 CONSOLIDATED FINANCIAL STATEMENTS ARE POSTED ON THE WEBSITE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC FORM 990, PART VII OUR ORGANIZATION HAS A QUALIFIED 457B PLAN THAT PROVIDES DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT EMPLOYEES. THE PLAN ALLOWS DEFERRAL OF COMPENSATION OVER THE YEARS SERVED WITH THE ORGANIZATION. SOME OF OUR EMPLOYEES LEFT EMPLOYMENT WITH OUR ORGANIZATION AND CASHED OUT THEIR 457(B) PLAN, INCLUDING EARNINGS. THIS MADE THEIR COMPENSATION MUCH LARGER THAN IN THE PRIOR YEARS. NON TAXABLE BENEFITS INCLUDE EMPLOYER CONTRIBUTIONS TO OUR QUALIFIED 403B PLAN, EMPLOYER PROVIDED HEALTH INSURANCE PREMIUMS AND EMPLOYER PAID LIFE OR DISABILITY INSURANCE. ALL RELEVANT INFORMATION IS SHOWN ON FORM 990, PART VII AND SCHEDULE J. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -93,808. CHANGE IN COMMUNITY FOUNDATION INTEREST 75,453. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. GOODWILL INDUSTRIES DEVELOPMENT 1800 APPLETON RD MENASHA WI 54952 510211215 HOLD TITLE TO REAL ESTATE WI 501(C)(3) LINE 12A, I GOODWILL INDUSTRIES OF NC WI INC 1 FINANCIAL INFORMATION & SERVICES 1800 APPLETON RD MENASHA WI 54952 391496649 ASSISTING AND EDUCATING PEOPLE IN MANAGEMENT OF FINANCES WI 501(C)(3) LINE 7 GOODWILL INDUSTRIES OF NC WI INC 1 MONEY MANAGEMENT EDUCATION ASSOC 1800 APPLETON RD MENASHA WI 54952 391991425 EQUIP PEOPLE TO BE RESPONSIBLE FOR FINANCIAL WELLBEING WI 501(C)(3) LINE 10 GOODWILL INDUSTRIES OF NC WI INC 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 GOODWILL INDUSTRIES DEVELOPMENT CORP K 186804 REASSIGN LEASE FINANCIAL INFORMATION & SERVICES CENTER B 130000 CASH PART V, LINE I GOODWILL INDUSTRIES NCW GIFTS THE USE OF SPACE AND OTHER EXPENSES RELATED TO THE USE OF THE SPACE TO GOODWILL DEVELOPMENT CORPORATION (GWD), FINANCIAL INFORMATION & SERVICES CENTER (FISC) AND MONEY MANAGEMENT EDUCATION ASSOCIATION (MMEA). GOODWILL NCW ALSO GIFTS MANAGEMENT AND GENERAL SERVICE (ACCOUNTING, MARKETING, IT, HUMAN RESOURCES) TO GWD, FISC, AND MMEA. THE VALUE FOR THESE MANAGEMENT AND GENERAL SERVICES ARE NOT RECORDED ON THE FINANCIAL STATEMENTS OF ANY OF THE ORGANIZATIONS. OTHER - THE BOARDS OF DIRECTORS FOR GOODWILL INDUSTRIES NCW, GOODWILL DEVELOPENT, FINANCIAL INFORMATION & SERVICES CENTER AND MONEY MANGEMENT EDUCATION ASSOCIATION ARE IDENTICAL.