2025-10-24T12:36:42-05:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 941201202 Goodwill Industries Sacramento Valley & Northern Nevada Inc GOOD 9163959000 8001 Folsom Blvd Sacramento CA 95826 Angela Vatca VP of Finance 9163959000 2025-10-22 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-10-22 2024 2025-03-06 01:10:19Z Angela Vatca 8001 Folsom Blvd Sacramento CA 95826 104083615 0 X www.goodwillsacto.org X 1937 CA To provide life-changing services to our community 8 7 2759 122 0 0 2731582 902025 99285265 97676264 323351 605066 1914738 1219334 104254936 100402689 0 445017 0 0 63745528 62392772 0 0 0 40041402 38166354 103786930 101004143 468006 -601454 146755809 134288855 111731939 99866439 35023870 34422416 X Changing lives every day by maximizing our resources to help people with barriers achieve self-sufficiency. 1 1 88495634 445017 97826351 Goodwill provides a wide range of employment opportunities to people with disabilities and barriers to employment. Goodwill operates 38 retail sites and 25 collection sites and received and sold over $97 million worth of donated clothing and household goods during the current year. The operation of the retail and collection sites creates an employment platform for job training and a funding stream for community-based workforce development services. Workforce development services include the operation of Jobs+, an integrated service delivery model that includes employment and financial capability services. Jobs + is also the creator and home of the career and life matrix, an assessment and discovery tool used by multiple organizations to assess job seekers holistic needs and provide financial, employment, support, and wellness resources for customized goal planning. 3391000 668000 Goodwill provides comprehensive workforce development programming for adults and youth with disabilities through a suite of employment preparation, job placements, job retention, and career advancement services. These programs are uniquely characterized by pre- enrollment barrier elimination, customized goal planning, demand-driven job seeking strategies, and person-centered design. The goal of these programs is to place people who are historically excluded from participation in the workforce in community-based, integrated, competitive employment. 91886634 1 1 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 89 0 1 2759 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X Bryan Wagner 9163959000 8001 Folsom Blvd Sacramento CA 95826 Ken Gosney President & CEO 36.00 8.00 X 608191 0 72010 Bryan Wagner CFO 36.00 8.00 X 279038 0 27272 Lori Dearwester COO 36.00 8.00 X 278204 0 11017 Karen Kassis Chief of Human Resources 40.00 0.00 X 219831 0 13364 Dave Smith Chief Technology Officer 40.00 0.00 X 220802 0 9389 Angela Vatca VP of Finance 40.00 0.00 X 185969 0 2922 Andrea Choe VP of Retail 40.00 0.00 X 172415 0 14416 Steve Ryall VP of Risk Management 40.00 0.00 X 163383 0 8372 Samuel Barry Controller 40.00 0.00 X 134611 0 216 Pamela Sessions Regional Director Northern Nevada 40.00 0.00 X 102206 0 14110 Brenda Pate Director of Workforce Development 40.00 0.00 X 103395 0 10416 Sabrina BucherSr Director of Environmental Health & Safety 40.00 0.00 X 106459 0 6249 Katharine Roberts Senior Transportation Manager 40.00 0.00 X 101525 0 5066 Timothy Kassis Chair 1.00 1.00 X X 0 0 0 Amy Lerseth Vice Chair 1.00 1.00 X X 0 0 0 Brett Huston Treasurer 1.00 1.00 X X 0 0 0 Kipp Johnson Secretary 1.00 1.00 X X 0 0 0 Douglas Bayless Director 1.00 2.00 X 0 0 0 Julius Cherry Director 1.00 1.00 X 0 0 0 Elizabeth Hughes Director 1.00 1.00 X 0 0 0 Doni Allen Director 1.00 2.00 X 0 0 0 2676029 0 194819 15 0 1 0 Sierra Waste Recycling & Transfer Statio 8260 Berry Ave Sacramento CA 95828 Recycling 905204 Guardian Protection Force Inc 1024 Iron Point Road Folsom CA 95630 Security 705792 Retail Control Systems Inc PO Box 552 Keene NH 03431 POS 420189 American Global Security PO Box 371653 Reseda CA 91337 Security 343100 Oracle America Inc 2300 Oracle Way Austin TX 78741 Accounting ERP 325835 17 616453 285572 902025 Thrift Stores Sales Donated Goods 459510 97021099 97021099 Vocational Services 624310 532476 532476 122689 122689 97676264 597576 597576 540469 139222 401247 401247 401247 7490 0 7490 7490 7490 4359791 3541704 818087 818087 100402689 98494351 0 1006313 445017 445017 2286593 1028967 1257626 50377567 46824796 3552771 152197 76631 75566 5100321 4831571 268750 4476094 4173991 302103 3073972 2814767 259205 120220 66600 53620 4768897 4591151 177746 785971 583462 202509 14221544 12347090 1874454 776264 737990 38274 2444769 2192892 251877 242410 242410 3806738 3556902 249836 1074273 1034809 39464 Maintenance 5415047 5308367 106680 Employee Expenses 542649 293173 249476 Taxes & Licenses 437530 399158 38372 Equipment & Fixtures 227945 176906 51039 228125 159984 68141 101004143 91886634 9117509 0 12263388 8687275 4085067 14460812 5793925 1396995 14631669 14988244 2104333 1845876 76271025 27716676 50280819 48554349 0 262139 57596608 44093165 146755809 134288855 11046254 8742331 45441964 44372099 55243721 46752009 111731939 99866439 X 35023870 33964580 457836 35023870 34422416 146755809 134288855 -601454 0 X 0 1 X 1 0 X 13240806 20436731 5442623 2731582 902025 42753767 60512686 83894121 92558213 99285265 102036055 438286340 73753492 104330852 98000836 102016847 102938080 481040107 0 0 0 481040107 14176 14354 1509 331650 1138045 1499734 14176 14354 1509 331650 1138045 1499734 145395 905709 1469176 1914738 4435018 73913063 105250915 99471521 104263235 104076125 486974859 0.98780 0.98940 0.00310 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12078448 12078448 43299485 16422838 26876647 10091935 5710053 4381882 10538195 5583785 4954410 262962 262962 48554349 Deposits 435941 Operating Lease Right of Use Asset 40045509 Finance Lease Right of Use Asset 1004181 Other Asset 2731 Related Party Receivables 1084103 Notes Receivable from Related Party 1520700 44093165 Operating Lease Liability 45726609 Finance Lease Liability 1025400 46752009 X Part X, Line 2: Management believes that the Organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 Wind Youth Services Inc 8001 Folsom Blvd Sacramento CA 95826 237348227 501(c)(3) 400000 0 General Support United Cerebral Palsy Association 4350 Auburn Blvd Sacramento CA 95841 941507998 501(c)(3) 5010 0 General Support 2 0 Part I, Line 2: The payment to Wind Youth Services, Inc. was part of a separation agreement. Once the funds were distributed, no additional monitoring of the use of the funds was done. X 1 1 X X X 1 1 0 0 0 0 0 0 0 Ken Gosney President & CEO 423462 0 84469 0 100260 0 26900 0 45110 0 680201 0 0 0 Bryan Wagner CFO 260288 0 18750 0 0 0 13749 0 13523 0 306310 0 0 0 Lori Dearwester COO 259454 0 18750 0 0 0 11017 0 0 0 289221 0 0 0 Karen Kassis Chief of Human Resources 201081 0 18750 0 0 0 4347 0 9017 0 233195 0 0 0 Dave Smith Chief Technology Officer 202052 0 18750 0 0 0 4028 0 5361 0 230191 0 0 0 Angela Vatca VP of Finance 174344 0 11625 0 0 0 2753 0 169 0 188891 0 0 0 Andrea Choe VP of Retail 157195 0 15220 0 0 0 8839 0 5577 0 186831 0 0 0 Steve Ryall VP of Risk Management 152508 0 10875 0 0 0 8156 0 216 0 171755 0 0 0 Part I, Line 1a Goodwill pays certain health and social club dues on behalf of the Chief Executive Officer. These memberships are not considered taxable income to the CEO because they are used strictly for business purposes, not personal benefit. The intent of these memberships is to build community relationships, strengthen awareness of the Goodwill mission, and create opportunities for partnerships that support workforce development and community impact. By participating in these settings, the CEO is able to represent Goodwill in professional and civic circles, foster connections with community leaders, and promote the organization's mission in ways that directly benefit the organization. Part I, Lines 4a-b Ken Gosney; Severance pay $100,259.62. Ken Gosney: 457(f) deferred payment $20,000.00. A California Municipal Finance Authority 201563466 13048TNE9 2012-05-14 21910000 Acquisition/Debt Retirement/Construction 0 0 0 B California Municipal Finance Authority 201563466 13048TSY0 2014-12-18 17165000 Proceeds used to refund bonds issued 3/26/2008 and 7/24/2009 0 0 0 C California Infrastructure and Economic Development Bank 630304653 13034ARQ5 2016-11-29 14241126 Acquisition/Debt Retirement 0 0 0 A 4565000 21910000 438200 19751740 2012 0 0 1 1 B 1860000 17165000 343300 12835423 2786402 2014 0 1 1 1 C 1335000 14241126 11168485 2091804 2016 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 C 0 0 1 0 0 0 0 0 0 A 1 B 1 C 1 Karen Kassis Family Relationship with Board Member 233194 Compensation 0 Form 990, Part III, line 2 CA Rise (California Regional Initiative for Social Enterprise) - this program provides technical assistance to employment social enterprise to accelerate economic mobility and inclusion for individuals that experience employment barriers. Form 990, Part III, line 3 Goodwill stopped its involvement with emergency response Form 990, Part VI, Section A, line 1a The organization has an Executive Committee with the authority to act on behalf of the governing body. The Board Chair, Vice Chair, and Secretary serve on the committee. Form 990, Part VI, Section A, line 2 Timothy Kassis and Karen Kassis have a family relationship. Form 990, Part VI, Section A, line 8b Minutes are not kept for the Executive Committee meetings. Form 990, Part VI, Section B, line 11b The 990 is reviewed by the CEO/President prior to filing. A copy of the return is provided to the board after the return has been filed. Form 990, Part VI, Section B, line 12c Annually, The Directors are provided with a memorandum outlining the disclosure requirements and conflict of interest provision applicable to the directors and officers of the Organization. Included is a conflict of interest and disclosure questionnaire that each director and officer is asked to complete, sign, date, and return to the board chair. The responses are reviewed by the Chair and the CEO/President and any conflicts noted are addressed. Throughout the year, any interested person must disclose the existence of a potential conflict to the Board of Executive Committee. The Potential conflict is then discussed, in the absence of the interested person, and voted upon by the board Form 990, Part VI, Section B, line 15 The compensation of the CEO/President is determined by contract, the Executive Compensation Committee and Board of Directors. The Committee utilizes the results of an annual survey conducted by Goodwill Industries International, comparing the CEO/ President's compensation to the compensation for the CEO's at organizations of similar size to assess whether the proposed compensation package is fair and reasonable. The committee also evaluated whether or not a third-party independent study should be commissioned an independent study is typically requested every three years. Once the Committee determines that the compensation is within the market range for a comparable CEO, they recommend that is then presented to the full Board for review and approval. All other compensation is determined and consistent with fair hiring practices and wage evaluations are conducted to ensure equitability with the market. Executive compensation is determined by the Chief Executive Officer using a clear and consistent approach. In making these decisions, the CEO considers GuideStar data to understand how similar nonprofit organizations compensate their officers, reviews market information to see what comparable positions pay in the local and regional job market, and uses the Goodwill Industries International Wage Report to benchmark compensation across other Goodwill organizations of similar size and budget. By relying on these sources, the CEO is able to set pay that is competitive, fair, and consistent with industry standards, while balancing the organization's responsibility as a nonprofit with the need to attract and retain strong leadership to fulfill Goodwill's mission. Officer compensation was most recently reviewed by the CEO in 2024. Form 990, Part VI, Section C, line 19 The organization makes it governing documents, conflict of interest policy, and financial statements available to the general public upon request. Next Move Homeless Services 8001 Folsom Blvd Sacramento CA 95826 942172933 Temp Shelter/Food, Perm Supp Housing CA 501(c)(3) Line 7 Goodwill Industries Sacramento Valley & Northern Nevada 1 Community Link Capital Region 8001 Folsom Blvd Sacramento CA 95826 941201196 Connect People with needed services CA 501(c)(3) Line 7 Goodwill Industries Sacramento Valley & Northern Nevada 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 Next Move Homeless Services Q 2073058 General Ledger Next Move Homeless Services D 995643 General Ledger Community Link Capital Region D 525057 General Ledger Community Link Capital Region P 319094 General Ledger