2018-07-06T09:37:59-05:00 2017-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W SUITE 1200 BRADENTON FL 34205 990 2017-01-01 592074391 GOODWILL INDUSTRIES - MANASOTA INC GOOD 9413588561 2705 51ST AVE EAST BRADENTON FL 34203 ROBERT ROSINSKY CEO 9413588561 2018-06-26 1 BRIAN CARTER P00536712 9417474483 2018-06-25 2017 2022-09-23 18:48:47Z ROBERT ROSINSKY 2705 51ST AVE E BRADENTON FL 34203 65061174 0 X WWW.GOODWILLINDUSTRIES.ORG X 1977 FL GOODWILL INDUSTRIES - MANASOTA, INC. IS A MISSION INTEGRATED FEDERALLY REGISTERED 501C3 HUMAN SERVICE NONPROFIT ORGANIZATION WITH ONE GOAL - THE DEVELOPMENT AND OPERATION OF HIGH IMPACT SOCIAL SERVICES THAT RESULT IN GOOD JOBS, GOOD HOMES AND GOOD NEIGHBORHOODS. 13 12 1225 3572 -13985 -13985 27206327 29941458 34217864 34605874 155828 172677 7585 10529 61587604 64730538 67250 35000 0 0 21829138 22196846 0 0 421236 40287037 42734187 62183425 64966033 -595821 -235495 37922301 37402059 19441885 19099927 18480416 18302132 X GOODWILL INDUSTRIES UTILIZES ITS RESALE STRATEGIES TO PROVIDE ON THE JOB TRAINING TO PERSONS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. GOODWILL ACCEPTS CLOTHING AND OTHER HOUSEHOLD DONATED GOODS FROM THE PUBLIC AND SELLS THESE DONATIONS IN GOODWILL COMMUNITY BASED STORES. REVENUE FROM THE SALE OF THESE GOODS GOES DIRECTLY TOWARD SUPPORTING AND GROWING CRITICAL COMMUNITY BASED PROGRAMS AND JOB PLACEMENT SERVICES. 0 0 55920449 33181250 DONATED GOODS AND RETAIL PROGRAM SERVICES - GOODWILL INDUSTRIES UTILIZES ITS RESALE STRATEGIES TO PROVIDE ON THE JOB TRAINING TO PERSONS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. GOODWILL ACCEPTS CLOTHING AND OTHER HOUSEHOLD DONATED GOODS FROM THE PUBLIC AND SELLS THESE DONATIONS IN GOODWILL COMMUNITY BASED STORES. REVENUE FROM THE SALE OF THESE GOODS GOES DIRECTLY TOWARD SUPPORTING AND GROWING CRITICAL COMMUNITY BASED PROGRAMS AND JOB PLACEMENT SERVICES. THE ABOVE REVENUE DOES NOT INCLUDE CONTRIBUTIONS OF INVENTORY INCLUDED ON LINE 1G OF FORM 990, PART VIII IN THE AMOUNT OF $27,846,944. 3159505 35000 1485185 WORKFORCE DEVELOPMENT PROGRAM SERVICES - GOODWILL PROVIDES EDUCATION AND CAREER SERVICES, AS WELL AS JOB PLACEMENT OPPORTUNITIES AND POST EMPLOYMENT SUPPORT TO INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT SO THAT THEY CAN FIND AND KEEP GOOD JOBS. INDIVIDUALS CAN ACHIEVE GREATER LEVELS OF SELF SUFFICIENCY AND ECONOMIC SUCCESS THROUGH GOODWILL'S FAMILY STRENGTHENING AND WORKFORCE DEVELOPMENT SERVICES - SUCH AS EMPLOYMENT TRAINING AND EDUCATION, WORK EXPERIENCE, EMPLOYMENT RETENTION SERVICES, FIRST TIME HOME BUYER, FINANCIAL LITERACY, AND YOUTH BASED PROGRAMS. GOODWILL PROGRAMS STRENGTHEN COMMUNITIES AND FAMILIES AND PROMOTE INDEPEDENCE AND DIGNITY FOR PEOPLE WHO NEED IT MOST. ACCOMPLISHMENTS ARE AS FOLLOWS: PROVIDED VARIOUS MISSION RELATED SERVICES TO OVER 5,150 PEOPLE, PROVIDED EMPLOYMENT AND VOCATIONAL TRAINING TO MORE THAN 950 INDIVIDUALS, PROVIDED INFORMATION AND REFERRAL SERVICES TO THOUSANDS OF WALK-INS AT 31 SERVICE LOCATIONS, DIVERTED OVER 3,565 POUNDS OF MATERIAL FROM LANDFILLS THROUGH SALES AND SALVAGE, SERVED 769 INDIVIUDALS THROUGH THE GOODPARTNER COACH PROGRAM, HAD 81 INDIVIDUALS GRADUATE FROM THE GOODWILL WORKS PROGRAM AND SERVED 21 INDIVIDUALS IN THE HOMEBUYERS CLUB PROGRAM. 59079954 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 45 0 1 1225 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X CHRISTOPHER SMITH LEONARD ETAL 9417481040 1001 3RD AVE WEST SUITE 700 BRADENTON FL 34205 PETER CROWLEY CHAIR 1.00 X X 0 0 0 STEVE BOONE DIRECTOR 1.00 X 0 0 0 DEBBIE DOUGLAS DIRECTOR 1.00 X 0 0 0 RAE DOWLING DIRECTOR 1.00 X 0 0 0 ALEX FLOETHE DIRECTOR 1.00 X 0 0 0 ROD HOLLINGSWORTH DIRECTOR 1.00 X 0 0 0 SANDY KIRKPATRICK DIRECTOR 1.00 X 0 0 0 ALAN MAIO DIRECTOR 1.00 X 0 0 0 ROB MORRIS DIRECTOR 1.00 X 0 0 0 DRAYTON SAUNDERS DIRECTOR 1.00 X 0 0 0 BRAD WEST DIRECTOR 1.00 X 0 0 0 RICHARD WHARTON DIRECTOR 1.00 X 0 0 0 ROBERT ROSINSKY PRESIDENT AND CEO 40.00 X X 366203 0 29287 KENNETH WELLS VP ORGANIZATIONAL DEVELOPMENT 40.00 X 143288 0 10200 AMY CONFER VP SUPPORT SERVICES 40.00 X 100396 0 7669 DONN GITHENS VP OPERATIONS 40.00 X 131397 0 9191 MARY LOU ENGLAND VP MISSION 40.00 X 146509 0 6062 VERONICA MILLER VP FOUNDATION 40.00 X 150782 0 8190 MARGIE GENTER VP MISSION SERVICES 40.00 X 108418 0 8035 ADRIAN GESSEN VP HUMAN RESOURCES 40.00 X 130940 0 5624 1277933 0 84258 8 0 1 0 CHRISTOPHER SMITH LEONARD ETAL 1001 3RD AVE W BRADENTON FL 34205 ACCOUNTING 876700 PENSKE TRUCK LEASING PO BOX 802577 CHICAGO IL 60680 TRUCK LEASING 518338 WINDSTREAM NUVOX INC PO BOX 9001013 LOUISVILLE KY 40290 COMMUNICATION SERVICES 330003 ROLLOFF EXPRESS PO BOX 353 PARRISH FL 34219 DISPOSAL OF GOODS 289569 ULTIMATE SOFTWARE GROUP PO BOX 930953 ATLANTA GA 31193 PAYROLL SERVICE 204158 14 121343 89319 29730796 27944100 29941458 SALE OF DONATED GOODS 453000 33181250 33181250 TRAINING FEES 624310 1424624 1424624 34605874 159773 159773 192298 124314 67984 67984 -13985 81969 97038 84134 12904 12904 12904 4172 121343 122188 -118016 -118016 DISTANT LEARNING 624110 31833 31833 OTHER 624110 28728 28728 60561 64730538 34666435 -13985 136630 X 35000 35000 1362191 1182279 159139 20773 17667545 15334089 2064026 269430 217071 188401 25360 3310 1556989 1351348 181896 23745 1393050 1209062 162744 21244 67199 8736 58463 876700 230569 639523 6608 1218065 450582 767483 378083 227918 148132 2033 4931239 4535524 364294 31421 130570 83923 31118 15529 60581 41290 16381 2910 706652 700712 5940 1727966 1414886 312739 341 409400 320946 87767 687 DONATED GOODS SOLD 27846944 27846944 UTILITIES 844221 799255 42665 2301 VEHICLE 756599 748159 7182 1258 SUPPLIES 555151 512967 40310 1874 2224817 1857364 349681 17772 64966033 59079954 5464843 421236 2269208 2350341 1151398 249039 33767 707500 633664 3488952 4301722 1838132 2141219 584270 462320 40154004 13685293 27119418 26468711 763423 761276 37922301 37402059 2393192 2653734 16836464 16291175 212229 155018 19441885 19099927 X 18378048 18204694 102368 97438 18480416 18302132 37922301 37402059 -235495 57211 0 X X 0 1 X 1 0 X 326623 35314338 27736535 27206326 29941458 120525280 41501467 32901306 37528288 34217864 34605874 180754799 41828090 68215644 65264823 61424190 64547332 301280079 216720 110659 76296 89319 492994 0 216720 110659 76296 89319 492994 300787085 48796 92410 297376 311542 352071 1102195 48796 92410 297376 311542 352071 1102195 1339072 -14147 -115108 136252 60561 1406630 43215958 68293907 65447091 61871984 64959964 303788904 0.99010 0.98900 0.00360 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2013 AMOUNT: $ 1,339,072. 2014 AMOUNT: $ -14,147. 2015 AMOUNT: $ -115,108. 2016 AMOUNT: $ 136,252. 2017 AMOUNT: $ 60,561. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7129558 7129558 20676420 6643696 14032724 3912206 1551433 2360773 5787139 3508037 2279102 2648681 1982127 666554 26468711 DEFERRED COMPENSATION 33651 INTEREST RATE SWAP OBLIGATION 121367 155018 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AND FROM STATE INCOME TAXES UNDER CHAPTER 220.13 OF THE FLORIDA STATUTES. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE FOUNDATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS CONSOLIDATED FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. MARDI GRAS 55089 52740 2349 7500 21544 3520 27947 AMBASSADOR DINNER 21384 19561 1823 33578 1705 3565 76473 72301 4172 7500 55122 5225 31512 99359 -95187 1 AVE MARIA UNIVERSITY PREP SCHOOL DBA THE MCKAY ACADEMY 400 30TH AVE W BRADENTON FL 34205 201121086 501C3 35000 0 PROVIDE SERVICES TO ADULTS WITH DISABILITIES. 1 0 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING OFFICERS SERVE ON THE BOARD OF DIRECTORS OF THE DONEE ORGANIZATION. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 ROBERT ROSINSKY PRESIDENT AND CEO 359975 0 0 0 6228 0 18000 0 11287 0 395490 0 0 0 KENNETH WELLS VP ORGANIZATIONAL DEVELOPMENT 142000 0 892 0 396 0 0 0 10200 0 153488 0 0 0 MARY LOU ENGLAND VP MISSION 145389 0 891 0 229 0 0 0 6062 0 152571 0 0 0 VERONICA MILLER VP FOUNDATION 150692 0 0 0 90 0 0 0 8190 0 158972 0 0 0 PART I, LINE 4B ROBERT ROSINSKY (PRESIDENT AND CEO) UNDER THE TERMS OF AN EMPLOYMENT AGREEMENT, HAS ESTABLISHED A TRUST FOR THE PURPOSE OF RECEIVING DEFERRED COMPENSATION PAYMENTS ANNUALLY. THE DEFERRED PAYMENTS RECEIVED UNDER TEH NONQUALIFIED RETIREMENT PLAN DURING 2017 WERE $18,000. JOHN MCKAY FORMER BOARD MEMBER 1725819 LEASE AND CONSTRUCTION 0 PART IV SUPPLEMENTAL INFORMATION MR. MCKAY, A FORMER DIRECTOR, IS A MEMBER OF NDC CONSTRUCTION COMPANY, US 301 51ST AVE E, LLLP, CORTEZ 34TH STREET, LLLP AND VENICE ADC, LLLP. THE ORGANIZATION PAID $1,725,819 FOR LEASE PAYMENTS AND OTHER EXPENSES DURING 2017. SUCH FEES HAVE BEEN DISCOUNTED FROM THE STANDARD RATES. X 27846944 THRIFT SHOP VALUE X 47 67774 FAIR VALUE X OTHER MISC ITEMS 113 29382 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES NATIONAL CHARITIES SERVICES TO SELL DONATED VEHICLES IN ORDER TO KEEP THE ORGANIZATION FROM BECOMING INVOLVED IN VALUATION ISSUES. NATIONAL CHARITIES SERVICES ONLY ACTS AS AN AGENT FOR THE ORGANIZATION. THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY MANAGEMENT AND THE AUDIT COMMITTEE. ONCE MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED AND APPROVED THE 990 THE FULL BOARD REVIEWS AND APPROVES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS POTENTIAL CONFLICTS OF INTEREST TO THE ORGANIZATION BY REQUIRING ANNUAL DISCLOSURE OF FAMILY AND BUSINESS RELATIONSHIPS BY EACH OFFICER, KEY EMPLOYEE AND BOARD MEMBER. THE BOARD IS ACTIVE IN EVALUATING THE RELATIONSHIPS ADN EVALUATING THE EFFECT ON THE ORGANIZATION. TRANSACTIONS WITH BOARD MEMBERS ARE SUMMARIZED AND REVIEWED WITH THE BOARD QUARTERLY. ALL BOARD MEMBERS ABSTAIN FROM ANY VOTING ISSUE WHEREBY A CONFLICT OF INTEREST MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS ADOPTED BEST PRACTICE PROCEDURES IN ANNUALLY EVALUATING THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THE POLICY INCLUDES COMPLETION OF AN ANNUAL REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE. IN ADDITION, INDEPENDENT COMPENSATION SURVEYS ARE UTILIZED BY THE COMMITTEE IN THE APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND PROCEDURES AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E FINANCE CHARGES: PROGRAM SERVICE EXPENSES 515,702. MANAGEMENT AND GENERAL EXPENSES 678. FUNDRAISING EXPENSES 2,868. TOTAL EXPENSES 519,248. TELEPHONE: PROGRAM SERVICE EXPENSES 447,021. MANAGEMENT AND GENERAL EXPENSES 65,006. FUNDRAISING EXPENSES 5,766. TOTAL EXPENSES 517,793. TRASH REMOVAL: PROGRAM SERVICE EXPENSES 405,545. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405,545. EQUIPMENT RENTAL AND MAINTENANCE: PROGRAM SERVICE EXPENSES 276,274. MANAGEMENT AND GENERAL EXPENSES 34,364. FUNDRAISING EXPENSES 1,370. TOTAL EXPENSES 312,008. MEMBERSHIP DUES: PROGRAM SERVICE EXPENSES 6,991. MANAGEMENT AND GENERAL EXPENSES 194,253. FUNDRAISING EXPENSES 1,324. TOTAL EXPENSES 202,568. TRAINING: PROGRAM SERVICE EXPENSES 80,134. MANAGEMENT AND GENERAL EXPENSES 18,790. FUNDRAISING EXPENSES 4,893. TOTAL EXPENSES 103,817. OTHER: PROGRAM SERVICE EXPENSES 60,325. MANAGEMENT AND GENERAL EXPENSES 23,481. FUNDRAISING EXPENSES 213. TOTAL EXPENSES 84,019. SPECIAL ASSISTANCE: PROGRAM SERVICE EXPENSES 65,372. MANAGEMENT AND GENERAL EXPENSES 13,109. FUNDRAISING EXPENSES 1,338. TOTAL EXPENSES 79,819. PART XII, LINE 2C THE AUDIT COMMITTEE REVIEWS AND APPROVES THE DRAFT AUDIT PRIOR TO ITS ISSUANCE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GOODWILL FOUNDATION 2705 51ST AVE E BRADENTON FL 34203 650901170 SUPPORT GOODWILL INDUSTRIES MANASOTA, INC. FL 501(C)(3) LINE 12B, II GOODWILL INDUSTRIES MANASOTA INC 0 AVE MARIA UNIVERSITY PREP SCHOOL 400 30TH AVE WEST BRADENTON FL 34205 201121086 SCHOOL FL 501(C)(3) LINE 2 N/A 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GOODWILL FOUNDATION INC C 89319 AVE MARIA UNIVERSITY PREP SCHOOL B 35000 AVE MARIA UNIVERSITY PREP SCHOOL D 174000