2017-04-10T12:41:52-05:00 2016-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2015-07-01 251098928 GOODWILL OF SOUTHWESTERN PENNSYLVANIA GOOD 4126321961 118 52ND STREET PITTSBURGH PA 15201 MICHAEL J SMITH PRESIDENT/CEO 4126321961 2017-04-10 1 SUSAN M KIRSCH P00341397 4122613644 2015 2021-01-29 14:40:06Z MICHAEL J SMITH 118 52ND STREET PITTSBURGH PA 15201 55058046 0 X WWW.GOODWILLSWPA.ORG X 1919 PA HELP PEOPLE IMPROVE THEIR QUALITY OF LIFE THROUGH WORK AND RELATED SERVICES. 28 27 1378 650 13862 -45766 9854794 10110307 43678139 44453962 -22374 75210 241084 115921 53751643 54755400 444709 395797 0 0 28572807 29843851 188 230 570477 25430744 26999532 54448448 57239410 -696805 -2484010 25655813 22597166 10535488 9887211 15120325 12709955 X GOODWILL OF SOUTHWESTERN PENNSYLVANIA BELIEVES IN THE SELF DETERMINATION OF ALL PEOPLE AND THAT WORK PLAYS A CRITICAL ROLE IN THE ABILITY OF INDIVIDUALS TO ACHIEVE DESIRABLE LIFE OUTCOMES. THROUGH JOB PREPARATION, TRAINING, PLACEMENT ASSISTANCE, EDUCATION, EMPLOYMENT OPPORTUNITIES, AND RELATED SOCIAL SERVICES AND SUPPORT, GOODWILL ASSISTS EACH CLIENT IN EFFECTIVELY CONTROLLING THEIR OWN LIVES. CLIENTELE OF GOODWILL MAINLY CONSISTS OF DEVELOPMENTALLY DISABLED AND DISPLACED WORKERS ATTEMPTING TO ENTER OR RE-ENTER THE JOB MARKET. GOODWILL PRIMARILY SERVES CLIENTELE IN WESTERN PENNSYLVANIA AND NORTHERN CENTRAL WEST VIRGINIA. 0 0 33863874 395797 30738440 RETAIL SERVICES: COLLECTION OF DONATED GOODS FOR RESALE IN THRIFT SHOP. SALES OF DONATED GOODS AND PURCHASED GOODS WHICH PROVIDES EMPLOYMENT TO OVER 500 PEOPLE INCLUDING THOSE WITH PHYSICAL AND MENTAL CHALLENGES. RETAIL SERVICES PARTNERS WITH ALL OTHER GOODWILL PROGRAMS HELPING PEOPLE IMPROVE THEIR QUALITY OF LIFE THROUGH WORK AND RELATED SERVICES. 17100209 13715522 DISABILITY SERVICES/WORKFORCE DEVELOPMENT: PROVIDES OPPORTUNITIES TO EXPERIENCE VARIOUS WORK RELATED ACTIVITIES TO FACILITATE THE IDENTIFICATION AND ATTAINMENT OF VOCATIONAL GOALS. STRIVES TO IMPROVE THE QUALITY OF LIFE FOR A VARIETY OF DISADVANTAGED POPULATIONS THROUGH EMPLOYMENT, EDUCATION, JOB PLACEMENT AND SUPPORTIVE SERVICES IN PARTNERSHIP WITH REGIONAL COMMUNITY BASED ORGANIZATIONS, SOCIAL SERVICE AGENCIES, UNIVERSITIES, AND FOR PROFIT PROVIDERS. SERVICES OFFERED INCLUDE: CASE MANAGEMENT, COMMUNITY BASED PARTNERSHIPS, SUPPORTED EMPLOYMENT PARTNERSHIPS, AND COMMUNITY BASED TRAINING. 50964083 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 56 0 1 1378 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 27 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA WV X JOHN O'BRITZ CFO 4126321961 118 52ND STREET PITTSBURGH PA 15201 RAY AMELIO EX-OFFICIO 1.00 X 0 0 0 BISHOP THOMAS BICKERTON EX-OFFICIO (EXITED 01/2016) 1.00 X 0 0 0 HEATHER DEBIASE DIRECTOR 1.00 X 0 0 0 J ARDIE BUTCH DILLEN DIRECTOR 1.00 X 0 0 0 JAMES M DRONEY JR DIRECTOR 1.00 X 0 0 0 WENDY ROEHRICH HALL EX-OFFICIO 1.00 X 0 0 0 REV LARRY P HOMITSKY EX-OFFICIO (EXITED 01/2016) 1.00 X 0 0 0 KENNETH M JOHNSTON DIRECTOR 1.00 X 0 0 0 DONALD L KALKBRENNER JR DIRECTOR 1.00 X 0 0 0 JOHN C KROUSE EX-OFFICIO 1.00 X 0 0 0 MARION P LEWIS DIRECTOR 1.00 X 0 0 0 DAVID LUND DIRECTOR 1.00 X 0 0 0 MAURO MACIOCE DIRECTOR 1.00 X 0 0 0 BRIAN MARFLAK DIRECTOR 1.00 X 0 0 0 JOHN MILLS DIRECTOR 1.00 X 0 0 0 MARK POPOVICH DIRECTOR 2.00 X 0 0 0 KAREN PRIORE DIRECTOR 1.00 X 0 0 0 DAVID G REESE DIRECTOR 1.00 X 0 0 0 DEMESHIA SEALS DIRECTOR 1.00 X 0 0 0 MICHAEL SEALY DIRECTOR 1.00 X 0 0 0 JASON SIGAL DIRECTOR 1.00 X 0 0 0 RAYMOND H STEEB III DIRECTOR 1.00 X 0 0 0 MORTON STANFIELD DIRECTOR 1.00 X 0 0 0 MARIJANE TREACY DIRECTOR 1.00 X 0 0 0 ROBERT J TISKUS TREASURER 2.00 1.00 X X 0 0 0 R YVONNE CAMPOS IMMEDIATE PAST CHAIR 5.00 1.00 X X 0 0 0 FRANK M HAMMOND CHAIR 2.00 1.00 X X 0 0 0 SHAWN P HANLON VICE CHAIR 2.00 1.00 X X 0 0 0 JOHN KRAUS SECRETARY 2.00 1.00 X X 0 0 0 MICHAEL J SMITH EX-OFFICIO 35.00 5.00 X X 271271 0 26355 JOHN O'BRITZ CFO 35.00 5.00 X 115764 0 19138 PATRICIA TRAINER COO/CHIEF COMPLIANCE OFFICER 35.00 5.00 X 184032 0 27172 ROBERT STAPE VICE PRESIDENT OF RETAIL 40.00 0.00 X 133040 0 23474 ELLA HOLSINGER VP OF HUMAN RESOURCES 40.00 0.00 X 105902 0 11002 810009 0 107141 5 0 1 0 WASTE MANAGEMENT PO BOX 13648 PHILADELPHA PA 19101 TRASH REMOVAL 364010 MOTOR TRUCK PACLEASE PO BOX 1922 CARLISE PA 17013 TRUCK LEASES 343271 BALCON ENTERPRISES INC PO BOX 799 ELK POINT SD 57025 GAYLORDS/PALLETS 325248 THE ULTIMATE SOFTWARE GRP INC PO BOX 930953 ATLANTA GA 31193 PAYROLL 255566 BROTHERS LAZER SERVICE 472 COOLSPRING ST UNIONTOWN PA 15401 CARTRIDGES 252831 58 180000 111221 9819086 7904743 10110307 RETAIL SERVICES 900099 30738440 30738440 DISABILITY SERVICES 900099 13715522 13701660 13862 44453962 16992 16992 133901 0 133901 133901 133901 184944 29963 151324 5365 33620 24598 58218 58218 127977 111221 145957 -17980 -17980 54755400 44440100 13862 191131 395797 395797 829420 251193 578227 22171847 19660707 2205555 305585 104743 73051 27986 3706 4755529 4047723 648569 59237 1982312 1726301 229281 26730 280 280 107499 48219 59207 73 119130 119130 230 230 1280240 769073 501679 9488 506238 170711 263271 72256 1920176 1582437 291774 45965 364741 180499 179570 4672 9061771 8927194 120851 13726 149736 104609 44104 1023 170553 89039 73184 8330 94771 82465 12082 224 3750 3750 1662842 1446774 204859 11209 765965 734069 29619 2277 COST OF GOODS SOLD 9276017 9270402 4932 683 TRANSPORTATION 1105333 1092855 12433 45 PROGRAM SUPPLIES 444907 426662 17967 278 EQUIPMENT RENTAL/MAINTE 359454 277894 76820 4740 -393871 -393871 57239410 50964083 5704850 570477 2757235 1401480 3544509 3302590 1127080 1218482 493900 492059 34150215 19296335 16395701 14853880 1337388 1328675 25655813 22597166 5965234 5849956 2498670 2391200 1110172 684643 961412 961412 10535488 9887211 X 12411844 3007668 2668417 9662287 40064 40000 15120325 12709955 25655813 22597166 X -2484010 -51373 125013 X X 0 1 X 1 1 1 X 18431051 12464987 9431662 9829824 10110307 60267831 18431051 12464987 9431662 9829824 10110307 60267831 60267831 276278 91785 173068 158713 150893 850737 13862 13862 81327 16497 5359 10373 113556 61245986 195990377 0.98400 0.96160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1123310 1123310 20656805 9580044 11076761 9306648 7071395 2235253 3063452 2644896 418556 14853880 X 46950606 -51373 151322 99949 46850657 7904743 7904743 54755400 49485989 151322 151322 49334667 7904743 7904743 57239410 PART X, LINE 2: GOODWILL FOLLOWS THE PROVISIONS OF THE CODIFICATION RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. GOODWILL'S STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2016 AND 2015 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, GOODWILL HAS NO UNRECOGNIZED TAX BENEFITS. GOODWILL ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. GOODWILL BELIEVES THAT IT IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS PRIOR TO 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 145,957. COST OF SALES 5,365. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED GOODS 7,904,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 145,957. COST OF SALES 5,365. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATED GOODS 7,904,743. GOLF FOR GOODWILL 150829 77145 73684 48266 15511 19695 POWER OF WORK 43125 34076 9049 3000 20035 14677 10 45244 45244 3082 10941 600 10150 239198 111221 127977 54348 46487 600 44522 145957 -17980 1 FOOD, TRANSPORTATION & SHELTER ASSISTANCE TO INDIVIDUALS IN NEED IN THE CITY OF PITTSBURGH. 1500 395797 FMV FOOD GIFT CERTIFICATES, STIPENDS, TRANSPORTATION PASSES PART III GOODWILL OF SOUTHWESTERN PENNSYLVANIA RECOGNIZES THAT AS A RECIPIENT OF FEDERAL FUNDS, THE ORGANIZATION IS RESPONSIBLE FOR COMPLIANCE WITH ALL APPLICABLE LAWS, REGULATIONS, AND PROVISIONS OF CONTRACTS AND GRANTS. GOODWILL OF SOUTHWESTERN PENNSYLVANIA STRIVES TO PROVIDE MANAGEMENT, STAFF AND FUNDING SOURCES WITH TIMELY AND ACCURATE FINANCIAL REPORTS APPLICABLE TO FEDERAL AWARDS. THESE REPORTS INCLUDE MONTHLY AND CUMULATIVE EXPENDITURES, A PROJECT BUDGET, AND A BALANCE REMAINING COLUMN. GOODWILL OF SOUTHWESTERN PENNSYLVANIA WILL PREPARE AND SUBMIT FINANCIAL REPORTS AS SPECIFIED BY THE FINANCIAL REPORTING CLAUSE OF EACH GRANT OR CONTRACT AWARD DOCUMENT. PREPARATION OF THESE REPORTS WILL BE THE RESPONSIBILITY OF CONTRACT MANAGER, SUBJECT TO REVIEW AND APPROVAL BY CFO. PROCUREMENT OF GOODS AND SERVICES WHOSE COSTS ARE CHARGED TO FEDERAL AWARDS RECEIVED BY GOODWILL OF SOUTHWESTERN PENNSYLVANIA ARE SUBJECT TO ALL OF THE SPECIFIC GOODWILL OF SOUTHWESTERN PENNSYLVANIA PURCHASING POLICIES. IN ACCORDANCE WITH OMB CIRCULAR A-110, IT IS THE POLICY OF GOODWILL OF SOUTHWESTERN PENNSYLVANIA TO MAINTAIN A FINANCIAL MANAGEMENT SYSTEM. IT IS THE POLICY OF GOODWILL OF SOUTHWESTERN PENNSYLVANIA THAT ONLY COSTS THAT ARE REASONABLE, ALLOWABLE AND ALLOCABLE TO A FEDERAL AWARD WILL BE CHARGED TO THAT AWARD DIRECTLY OR INDIRECTLY. ALL UNALLOWABLE COSTS WILL BE APPROPRIATELY SEGREGATED FROM ALLOWABLE COSTS IN THE GENERAL LEDGER IN ORDER TO ASSURE THAT UNALLOWABLE COSTS ARE NOT CHARGED TO FEDERAL AWARDS. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL J SMITH EX-OFFICIO 266429 0 0 0 4842 0 682 0 25673 0 297626 0 0 0 PATRICIA TRAINER COO/CHIEF COMPLIANCE OFFICER 183417 0 0 0 615 0 1849 0 25323 0 211204 0 0 0 ROBERT STAPE VICE PRESIDENT OF RETAIL 132074 0 0 0 966 0 327 0 23147 0 156514 0 0 0 A WASHINGTON CTY INDUSTRY DEV AUTH 251437320 2012-09-17 2775000 BLDG & STRUCTURES 0 0 0 A 2775000 2775000 2014 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 X 7904743 SEE PART II X 1 0 1 0 1 0 PART I, LINE 33: SCHEDULE M, PART I, LINE 5D, METHOD OF DETERMINING REVENUES: DONATED ITEMS ARE VALUED VIA A FORMULA, PROVIDED BY GOODWILL INTERNATIONAL AND THE AICPA, WHICH TAKES INTO ACCOUNT SEVERAL VARIABLES, INCLUDING SALES, INVENTORY TURNS, OVERHEADS, ETC., TO ARRIVE AT THE CONTRIBUTED VALUE. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE WESTERN PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH DESIGNATES NO MORE THAN TWO (2) REPRESENTATIVES TO SERVE AS EX OFFICIO MEMBERS TO THE BOARD OF DIRECTORS. EX OFFICIO DIRECTORS SHALL BE NOMINATED BY VIRTUE OF THE OFFICES THEY HOLD WHICH ARE DEEMED TO REPRESENT IMPORTANT CONSTITUENCIES SERVED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY GOODWILL`S FINANCE MANAGEMENT TEAM. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE FINALIZED AND A COMPLETE COPY OF THE RETURNS IS PROVIDED TO, REVIEWED BY, AND APPROVED BY THE BOARD AUDIT & RISK COMMITTEE. AFTER THIS REVIEW A COPY IS PROVIDED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS THE POLICY IS ADOPTED AS A PART OF ITS BY-LAWS. THE ANNUAL DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND IS REQUIRED TO BE COMPLETED AND SENT TO THE COO/CHIEF COMPLIANCE OFFICER. THE COO/CHIEF COMPLIANCE OFFICER CHECKS THE ACTIVE BOARD MEMBER LIST TO ENSURE ALL BOARD MEMBERS HAVE RETURNED THE DISCLOSURE STATEMENT. THE BOARD GOVERNANCE COMMITTEE ENFORCES COMPLIANCE WITH THE POLICY. ANY DISQUALIFYING CONFLICTS OF INTEREST ARE DISCLOSED TO THE BOARD OF DIRECTORS PRIOR TO CORPORATE ACTION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES AN INDEPENDENT FIRM TO PROVIDE INFORMATION ON SALARIES AND FRINGE BENEFITS FOR THE CEO AND TOP MANAGEMENT OFFICERS AND KEY EMPLOYEES. THIS REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD ALONG WITH THE PRESIDENT/CEO DURING AN ANNUAL MEETING. THE COMMITTEE DECIDES THE CEO'S ANNUAL MERIT RAISES AND DISCRETIONARY BONUSES BASED ON THE REPORT AND THE GOALS AND OBJECTIVES ESTABLISHED AT THE BEGINNING OF EACH YEAR. THE COMMITTEE ALSO REVIEWS THE SAME INFORMATION FOR THE TOP MANAGEMENT OFFICERS AND KEY EMPLOYEES AND MAKES RECOMMENDATIONS TO THE CEO ON COMPENSATION, DISCRETIONARY BONUSES, AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 REQUEST FOR THIS INFORMATION MUST BE MADE THROUGH DIRECT CONTACT WITH THE OFFICE OF THE PRESIDENT/CEO. FORM 990, PART XI, LINE 9: NET INTERCOMPANY TRANSACTION WITH GOODWILL COMMERCIAL SERVICES 125,013. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS SELECTS THE INDEPENDENT ACCOUNTANT RESPONSIBLE FOR PREPARING AND CONDUCTING THE AUDITED FINANCIAL STATEMENTS. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR PRIOR TO THE START OF THE AUDIT WORK. THEY MEET AGAIN AND REVIEW THE DRAFT AUDITED FINANCIAL STATEMENTS ALONG WITH THE CEO AND CFO. THE BOARD OF DIRECTORS VOTES AND APPROVES THE AUDITED FINANCIALS PRIOR TO BEING FINALIZED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MISSION LOGISTICS LLC 118 52ND STREET PITTSBURGH PA 15201 475403570 TRANSPORT SERVICE PA 13862 20853 GOODWILL OF SWPA GOODWILL COMMERCIAL SERVICES 118 52ND STREET PITTSBURGH PA 15201 251773112 WORKFORCE DEVELOPMENT PA 501 (C)(3) 509(A)(2) GOODWILL OF SOUTHWESTERN PA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 GOODWILL COMMERCIAL SERVICES INC S 125013 FMV GOODWILL COMMERCIAL SERVICES INC L 394292 FMV