2025-10-29T09:06:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-01-01 420923563 GOODWILL INDUSTRIES OF THE HEARTLAND GOOD 3193374158 8200 6TH STREET SW CEDAR RAPIDS IA 52404 PATRICIA AIRY PRESIDENT 3193374158 2025-10-27 1 0 NICOLE LEE P01307175 8605614000 2025-10-27 2024 2025-03-06 01:10:19Z PATRICIA AIRY 8200 6TH STREET SW CEDAR RAPIDS IA 52404 80147987 0 X WWW.GOODWILLHEARTLAND.ORG X 1965 IA WE HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING, AND THE POWER OF WORK. 16 16 1122 19 0 0 5049866 33928928 4816505 4723853 294322 825298 27422977 12804 37583670 39490883 48133 72283 0 0 25492846 26990534 0 0 32372 12128309 12039262 37669288 39102079 -85618 388804 49411399 53089325 11300355 13573996 38111044 39515329 WE HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING, AND THE POWER OF WORK. 0 0 26265453 72283 0 GOODWILL'S DONATED GOODS AND RETAIL PROGRAM SUPPORTS THE MISSION WITH THE SALE OF GENTLY USED DONATIONS. THE PROGRAM PROVIDES WORK SKILLS DEVELOPMENT AND JOB PLACEMENT TO INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT. IN 2024, 124 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE DONATED GOODS AND RETAIL PROGRAM. 7191115 4468922 GOODWILL'S CLIENT TRAINING AND DEVELOPMENT PROGRAM PROVIDES LIFE SKILLS, WORK SKILLS TRAINING, COUNSELING, VOCATIONAL EVALUATION, JOB PLACEMENT OPPORTUNITIES, POST-EMPLOYMENT SUPPORT AND ASSISTANCE TO PEOPLE WHO EXPERIENCE BARRIERS TO INDEPENDENCE. IN 2024, WE ASSISTED 355 PEOPLE TO OBTAIN JOBS WITH AN AVERAGE WAGE OF $16.82 AN HOUR. GOODWILL PROVIDED INTENSIVE SERVICES TO 1,458 INDIVIDUALS. AN ADDITIONAL 1,895 INDIVIDUALS UTILIZED GOODWILL'S BASIC SERVICES. IN 2024, GOODWILL PROVIDED 13,451 CLOTHING VOUCHERS. 288206 245930 GOODWILL'S CONTRACT PROGRAM SUPPORTS THE MISSION WITH REVENUE FROM A VARIETY OF INDIVIDUALIZED CONTRACT SITES. THE CONTRACT PROGRAM PROVIDES VOCATIONAL TRAINING, WORK SKILLS DEVELOPMENT AND JOB PLACEMENT TO INDIVIDUALS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT. IN 2024, 27 PERSONS WITH DISABILITIES AND OTHER CHALLENGES TO EMPLOYMENT WORKED IN THE CONTRACT PROGRAM. 33744774 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 61 0 1122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X MARIA BEAMER 3193374158 8200 6TH STREET SW CEDAR RAPIDS IA 52404 AIRY PATRICIA PRESIDENT & CEO 40.00 1.50 X 350030 0 42291 ERB TAMERA SVP/CFO 40.00 1.50 X 195797 0 23095 ECKSTEIN III RICHARD W SVP CIO 40.00 0.00 X 153819 0 19651 TOMS JASON A VP RETAIL OPERATIONS 40.00 0.00 X 135144 0 18925 SCHAMBERGER JESSICA T VP OPERATIONS 40.00 0.00 X 131117 0 27646 LEHMAN KRIS VP HR 40.00 0.00 X 127074 0 15806 HECK CARMEN K VP MISSION SERVICES 40.00 0.00 X 121330 0 40098 SCHAFER JODI CHAIR 2.00 0.50 X X 0 0 0 HANSEN GABRIEL VICE CHAIR 2.00 0.50 X X 0 0 0 HELLE TODD TREASURER 2.00 0.50 X X 0 0 0 HARDIN DANIEL SECRETARY 2.00 0.50 X X 0 0 0 BANKER JULIE DIRECTOR UNTIL 04/2024 2.00 0.50 X 0 0 0 CARTER KEITH DIRECTOR 2.00 0.50 X 0 0 0 DITRI FRANK A DIRECTOR 2.00 0.50 X 0 0 0 HAUSER SCOTT DIRECTOR 2.00 0.50 X 0 0 0 HUGUNIN GRADY DIRECTOR 2.00 0.50 X 0 0 0 KILBURG DESIREE DIRECTOR UNTIL 04/2024 2.00 0.50 X 0 0 0 LINDSLEY NICK DIRECTOR 2.00 0.50 X 0 0 0 MAHONEY COLIN DIRECTOR 2.00 0.50 X 0 0 0 MURRAY DAVE DIRECTOR 2.00 0.50 X 0 0 0 SHILENY LISA DIRECTOR 2.00 0.00 X 0 0 0 SIMS GARY DIRECTOR 2.00 0.50 X 0 0 0 WILLIS DERRICK DIRECTOR UNTIL 04/2024 2.00 0.50 X 0 0 0 HAMMAR KAREN DIRECTOR 2.00 0.50 X 0 0 0 PARKINSON MARGARET DIRECTOR 2.00 0.50 X 0 0 0 MITCHELL KIM DIRECTOR 2.00 0.50 X 0 0 0 1214311 0 187512 8 0 1 0 AIM INTEGRATED LOGISTICS INC 4944 BELMONT AVE YOUNGSTOWN OH 44505 LOGISTICS 670113 FEDEX PO BOX 371461 PITTSBURGH PA 15250 LOGISTICS 280488 AMPERAGE LLC 6711 CHANCELLOR DRIVE CEDAR RAPIDS IA 50613 ADVERTISING 270158 REPUBLIC SERVICES P O BOX 9001154 LOUISVILLE KY 40290 TRASH HAULING 244153 ARK DATA CENTERS LLC 460 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 IT SERVICE 242612 8 49076 530373 33349479 33071202 33928928 CLIENT TRAINING FEES 624310 4477923 4477923 CONTRACT PROGRAM 611430 167930 167930 PROFESSIONAL FEE 541610 78000 78000 4723853 640965 640965 1364 0 1364 1364 1364 7759935 1299 7576901 0 183034 1299 184333 184333 33071202 33080203 -9001 -9001 OTHER INCOME 900099 20441 20441 20441 39490883 4714852 0 847103 11552 11552 60731 60731 578097 578097 21506709 19600323 1906386 674059 642218 31841 2470695 2269285 201410 1760974 1612452 148522 6821 6821 72460 72460 55093 55093 209265 123591 85674 406948 247097 127479 32372 1800295 1726890 73405 1281129 393179 887950 4469753 4007729 462024 992901 969433 23468 53799 48238 5561 188013 188013 1196557 982074 214483 358627 307073 51554 CREDIT CARD FEES 603987 582112 21875 EQUIP. REPAIR & LEASING 233569 60631 172938 MEMBERSHIP DUES 20963 16834 4129 89082 83332 5750 39102079 33744774 5324933 32372 6216246 5663291 88110 110783 670858 499779 1372965 1428529 587770 590748 24813937 15594881 9755104 9219056 15277084 16729268 15443262 18847871 49411399 53089325 2841617 3050668 183945 179913 1444924 1172200 6829869 9171215 11300355 13573996 X 38084328 39491738 26716 23591 38111044 39515329 49411399 53089325 X 388804 825192 190289 X X 0 1 X 1 0 X 5014401 9432897 4458323 5049866 33928928 57884415 20598536 28578175 31194222 31692757 33317132 145380822 4672780 4773920 4500303 4558125 4477923 22983051 30285717 42784992 40152848 41300748 71723983 226248288 21540 21550 1950 2700 2950 50690 0 21540 21550 1950 2700 2950 50690 226197598 101978 272000 267444 719452 642329 2003203 101978 272000 267444 719452 642329 2003203 32008 8225 120952 83685 20441 265311 30419703 43065217 40541244 42103885 72386753 228516802 0.98990 0.98960 0.00880 0.00880 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VENDING INCOME - 2020 AMOUNT: $ 3,258. 2021 AMOUNT: $ 8,099. 2022 AMOUNT: $ 116. OTHER INCOME - 2020 AMOUNT: $ 28,750. 2021 AMOUNT: $ 126. 2022 AMOUNT: $ 120,836. 2023 AMOUNT: $ 16,345. 2024 AMOUNT: $ 20,441. INSURANCE REIMBURSEMENT - 2023 AMOUNT: $ 67,340. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: THE ORGANIZATION'S PAID STAFF/MANAGEMENT MEET WITH LEGISLATORS TO INCREASE AWARENESS ON VOCATIONAL, RECYCLING AND DISABILITY ISSUES. 1720890 180695 4000 1897585 1538354 186536 4000 1720890 1749741 -208087 3300 1538354 1558469 194572 3300 1749741 1453080 250 108039 2900 1558469 1.00000 0 0 3181321 3181321 10301408 6566769 3734639 3984872 2629304 1355568 7346336 6398808 947528 9219056 DEFERRED COMPENSATION 275637 BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS 2025614 RIGHT OF USE ASSET- FINANCE LEASE 49790 RIGHT OF USE ASSET- OPERATING LEASE 9115414 DUE FROM RELATED PARTY 7381416 18847871 SHORT TERM OPERATING LEASE LIABILITY 2097333 SHORT TERM FINANCING LEASE LIABILITY 35594 LONG TERM OPERATING LEASE LIABILITY 7023180 SHORT TERM FINANCING LEASE LIABILITY 15108 9171215 X 40451271 825192 190289 1015481 39435790 55093 55093 39490883 39046986 0 39046986 55093 55093 39102079 PART X, LINE 2: THE ORGANIZATION AND SUBSIDIARY ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION AND SUBSIDIARY FILE INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THEY FOLLOW THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS AND HAVE DETERMINED THAT THEY WERE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 190,289. 1 GOODWILL IND OF THE SOUTHERN RIVERS INC 2601 CROSS COUNTRY DRIVE BLD A COLUMBUS GA 31906 586035822 501(C)(3) 0 11552 HURRICANE RELIEF 1 0 FINANCIAL ASSISTANCE 51 9523 HEALTH/WELFARE ASSISTANCE 242 969 EMPLOYMENT ASSISTANCE 3111 50239 PART I, LINE 2: MONITORING OF FUNDS: THE INDIVIDUAL RECEIVING FUNDS IS REQUIRED TO SUBMIT A REPORT ON THE USE AND IMPACT OF THE FUNDS ON THE PROJECT GOAL. X X 0 0 0 0 0 0 0 1 0 AIRY PATRICIA PRESIDENT & CEO 337218 0 0 0 12812 0 19927 0 22364 0 392321 0 0 0 ERB TAMERA SVP/CFO 188274 0 1261 0 6262 0 11008 0 12087 0 218892 0 0 0 ECKSTEIN III RICHARD W SVP CIO 152791 0 1028 0 0 0 9194 0 10457 0 173470 0 0 0 TOMS JASON A VP RETAIL OPERATIONS 134032 0 1112 0 0 0 8177 0 10748 0 154069 0 0 0 SCHAMBERGER JESSICA T VP OPERATIONS 130005 0 1112 0 0 0 8367 0 19279 0 158763 0 0 0 HECK CARMEN K VP MISSION SERVICES 120218 0 1112 0 0 0 8121 0 31977 0 161428 0 0 0 PART I, LINE 7 ORGANIZATION-WIDE BONUSES ARE BASED UPON TENURE FOR ORGANIZATION PERFORMANCE IN 2023, RECEIVED IN 2024. PART II, LINE 1 & 2, COLUMN (B)(III) THIS AMOUNT REPRESENTS THE EARNINGS ON 457B PLAN FOR PARTICIPANTS THAT ARE SUBSTANTIALLY VESTED. A IOWA FINANCE AUTHORITY 521699866 2013-12-31 10000000 REFINANCE AND FACILITY PURCHASE 0 0 0 A 8814830 10000000 36451 1910000 4531687 3558313 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 A 1 X 33071202 RESALE VALUE X SALVAGE SALES 71425 632607 RESALE VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF ITEMS CONTRIBUTED/NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, AND IMMEDIATE PAST CHARIPERSON. THE EXECUTIVE COMMITTEE SHALL MEET AND ACT ON SUCH MATTERS AS EMPOWERED BY THE BOARD OF DIRECTORS, EXCEPT THAT THE POWER TO PURCHASE OR SELL REAL ESTATE MAY NOT BE DELEGATED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOODWILL AUDIT COMMITTEE REVIEWS, DISCUSSES, AND VOTES TO ACCEPT THE FINALIZED FORM 990. AFTER COMMITTEE APPROVAL THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL BOARD MEMBERS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE COMPLETED STATEMENTS ARE REVIEWED AND CERTIFIED BY THE BOARD CHAIR, ANY POTENTIAL CONFLICTS AND RECOMMENDED ACTIONS ARE DOCUMENTED ON THE FORM. IF ANY POTENTIAL CONFLICTS EXIST, APPROPRIATE ACTION IS TAKEN BY THE BOARD CHAIR AND THE AUDIT COMMITTEE. THE BOARD CHAIRS' DISCLOSURE STATEMENT IS REVIEWED AND CERTIFIED BY THE BOARD VICE CHAIR. STAFF IS TRAINED ON ALL GOVERNANCE POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY IN EMPLOYEE ORIENTATION AND ON AN ANNUAL BASIS THEREAFTER. POTENTIAL EMPLOYEE CONFLICTS ARE ADDRESSED BY SENIOR LEADERSHIP AND IF NECESSARY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF EXECUTIVE/SENIOR LEADERSHIP COMPENSATION IS GUIDED BY THE ORGANIZATION'S COMPENSATION PHILOSOPHY FOR EXECUTIVE POSITIONS. COMPENSATION FOR THE PRESIDENT/CEO AND SALARY RANGES OF OTHER EXECUTIVE OFFICERS ARE REVIEWED AND/OR DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY USING THE MOST CURRENT GOODWILL INDUSTRIES INTERNATIONAL (GII) EXECUTIVE COMPENSATION STUDY AND THIRD-PARTY MARKET-BASED COMPENSATION STUDY. THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS PRESIDENT/CEO COMPENSATION IN CONJUNCTION WITH THE PRESIDENT/CEO'S ANNUAL PERFORMANCE EVALUATIONS. THE EVALUATION PROCESS INCLUDES A REVIEW OF ANNUAL PRESIDENT/CEO GOALS AS WELL AS FEEDBACK FROM BOARD MEMBERS AND DIRECT REPORTS. THE FEEDBACK RESULTS ARE COMPILED AND REVIEWED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE USES THE FEEDBACK, GOAL RESULTS AND COMPENSATION STUDIES TO DETERMINE AND SET ANY COMPENSATION INCREASE. THE BOARD CHAIR PROVIDES A HIGH LEVEL SUMMARY OF THE CEO'S ANNUAL REVIEW AS PART OF THE EXECUTIVE COMMITTEE REPORT TO THE FULL BOARD. THE MINUTES FROM THE BOARD MEETING VALIDATE THE CEO'S ANNUAL PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD CHAIR SUBMITS THE COMPLETED PERFORMANCE REVIEW FORM AND THE SALARY ADJUSTMENT SHEET TO HUMAN RESOURCES FOR INCLUSION IN THE INDIVIDUAL'S PERSONNEL FILE. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS), CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND THE FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION ON GOODWILL'S PUBLIC WEBSITE. UPON REQUEST, PAPER COPIES ARE ALSO MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 190,289. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. HEARTLAND GOODWILL ENTERPRISES 8200 6TH STREET SW CEDAR RAPIDS IA 52404 463331510 SELF RESPECT AND INDEPENDENCE FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES IA 501(C)(3) LINE 12A, I GOODWILL INDUSTRIES OF THE HEARTLAND 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 HEARTLAND GOODWILL ENTERPRISES Q 834252