2015-08-12T13:50:17-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2014-01-01 596196141 GOODWILL INDUSTRIES OF SW FLORIDA INC GOOD 2399952106 5100 TICE STREET FORT MYERS FL 33905 DOUGLAS A STEWART VP OF FINANCE 2399952106 2015-08-06 1 MARTIN REDOVAN CPA P01281045 2392269900 2015-08-05 2014 2016-03-07 17:11:31Z RICK EVANCHYK 5100 TICE STREET FORT MYERS FL 33905 59226199 0 X WWW.GOODWILLSWFL.ORG X 1966 FL GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA IS COMMITTED TO SERVING PEOPLE WITH DISABILITIES AND DISADVANTAGES BY OFFERING LIFE-CHANGING OPPORTUNITIES TO ACHIEVE INDEPENDENCE. 21 21 1187 1675 259990 -155710 2388757 25131194 25586846 1446278 651042 1554983 1536900 3702786 30163545 31835241 0 0 0 0 18574739 19482162 0 0 36575 10535968 10470340 29110707 29952502 1052838 1882739 55044397 55322935 21213672 19801441 33830725 35521494 X GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA IS COMMITTED TO SERVING PEOPLE WITH DISABILITIES AND DISADVANTAGES BY OFFERING LIFE-CHANGING OPPORTUNITIES TO ACHIEVE INDEPENDENCE. 0 0 18813766 3173447 RETAIL STORE OPERATIONS: GOODWILL OPERATES THRIFT STORES IN THE LOCAL FIVE COUNTY AREA WHICH SELL DONATED GOODS. THESE STORES PROVIDE JOBS AND TRAINING AS WELL AS ASSISTANCE AND AFFORDABLE GOODS TO THE LOCAL AREA'S FAMILIES AND CHILDREN. 1929173 1022316 E-COMMERCE: GOODWILL OPERATES AN E-COMMERCE SELLING PROGRAM WHICH LISTS USED GOODS, BOOKS AND COMPUTERS AS WELL AS HIGH END DONATED GOODS FOR SALE THIS OPERATION PROVIDES JOB OPPORTUNITIES FOR DISADVANTAGED CITIZENS WITHIN OUR COMMUNITY. 1089645 SALVAGE AND RECYCLING: GOODWILL OPERATES A SALVAGE AND RECYCLING PROGRAM WHICH PROVIDES JOBS AND JOB TRAINING AS WELL AS A MEANS OF SALVAGING AND SHIPPING CLOTHING TO THOSE IN NEED IN OTHER COUNTRIES. 267123 301041 CONTRACT INCOME: GOODWILL OPERATES A MICRO-ENTERPRISE PROGRAM TO PROVIDE ASPIRING SMALL BUSINESS OWNERS WITH THE SKILLS THEY NEED TO SUCCEED AS ENTREPRENEURS & BECOME MORE INDEPENDENT. GOODWILL'S JOBLINK CENTERS HELP PEOPLE WITH EMPLOYMENT, SKILLS TRAINING AND FAMILY STRENGTHENING TRAINING. 479515 RENTAL PROPERTIES: GOODWILL OPERATES VARIOUS RENTAL PROPERTIES AS A BASIS OF DEFERRING COSTS OF FACILITIES SLATED FOR FUTURE EXPANSION. 2503581 OTHER: OTHER SERVICES CONSISTS PRIMARILY OF SERVICES PROVIDED TO DISABLED OR DISADVANTAGED CITIZENS WITHIN THE COMMUNITY IN AREAS OF VEHICLES, FAMILY SERVICES, ADULT DISABILITY TRAINING, AND AT RISK YOUTH TRAINING. 3250219 301041 25082803 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 82 0 1 1187 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X DOUGLAS A STEWART 2399952106 5100 TICE STREET FORT MYERS FL 33905 DANIEL ADAMS DIRECTOR 3.00 X 0 0 0 ROBERT RANDALL DIR/TRES/ASST SECTY 3.00 X 0 0 0 BERNARDO BARHART DIRECTOR 3.00 X 0 0 0 WILLIAM J BARRETT DIRECTOR/VICE CHAIR 3.00 X 0 0 0 BELINDA COUSE DIRECTOR 3.00 X 0 0 0 SHERRI G DENNING DIRECTOR 3.00 X 0 0 0 SHARLENE DOZIER DIRECTOR 3.00 X 0 0 0 JOHN GAMBA JR DIRECTOR 3.00 X 0 0 0 CAROLYN GREEN DIRECTOR/SECRETARY 3.00 X 0 0 0 CHERYL GUTJAHR DIRECTOR 3.00 X 0 0 0 BARBARA HARTMAN DIRECTOR 3.00 X 0 0 0 HUGH KINSEY DIRECTOR 3.00 X 0 0 0 GEORGE T MANN JR DIRECTOR 3.00 X 0 0 0 WILLIAM L MCDANIEL JR DIRECTOR 3.00 X 0 0 0 MICHAEL R MCKINLEY ESQ DIRECTOR 3.00 X 0 0 0 RAY POTTORF DIRECTOR 3.00 X 0 0 0 CHICO RIVERA DIRECTOR 3.00 X 0 0 0 DALE SCHNEIDER DIRECTOR/ASST SECTY 3.00 X 0 0 0 JON A SIMMONS DIRECTOR 3.00 X 0 0 0 JOSEPH SPEILMAN DIRECTOR 3.00 X 0 0 0 MICHAEL W SULLIVAN CHAIRMAN 3.00 X 0 0 0 THOMAS FEURIG PRESIDENT AND CEO 50.00 X 284454 0 48811 JOHN DORAMUS VP FINANCE (THROUGH 7/31/14) 50.00 X 102590 0 17525 DOUG STEWART VP FINANCE 50.00 X 88334 0 11818 RICHARD EVANCHYK COO 45.00 X 215571 0 46104 690949 0 124258 3 0 1 0 JACOBS TRADING 8090 EXCELSIOR BLVD HOPKINS MN 55402 SURPLUS GOODS 535150 GW SERVICES 5100 TICE STREET FORT MYERS FL 33905 JANITORIAL SERVICES 306317 UPS EXPEDITED MAIL SERVICES 55 GLENLAKE PKWY NE ATLANTA GA 30328 SHIPPING 283684 UPS PO BOX 7247-0244 PHILADELPHIA PA 19170 SHIPPING 270838 RYDER TRANSPORTATION SERVICES PO BOX 402366 ATLANTA GA 30394 VEHICLE LEASING 257846 6 52387 258317 24820490 23717899 25131194 DELIVERY INCOME 480000 1022316 1022316 CONTRACT REVENUE 812900 423962 301041 122921 1446278 678558 678558 372709 0 372709 372709 137069 235640 4509126 3632701 876425 876425 876425 26395 52387 40358 -13963 -13963 26891346 23717899 3173447 3173447 OTHER INCOME 900099 170593 170593 170593 31835241 4496804 259990 1947253 751418 270546 458208 22664 15012327 12620558 2391769 496137 439444 56693 1510335 1141681 368654 1711945 1456932 255013 20604 20604 58750 58750 251509 159988 91521 535371 475816 59555 739610 691297 48313 332375 200322 132053 3914889 3797037 117852 76998 49673 27325 24666 9076 15590 652917 591546 61371 503834 494043 9791 1138091 757826 380265 505043 483669 21374 SUPPLIES OTHER THAN OFF 1516590 1443349 73241 BAD DEBTS 179504 179504 EVENTS 19589 5678 13911 29952502 25082803 4833124 36575 1262765 2436639 700000 450000 851069 713569 154069 105937 3685618 4279166 472292 278383 34597064 7917749 29637551 26679315 289185 242292 17991848 20137634 55044397 55322935 2720238 2174107 43915 28162 7628698 6970160 8852339 8855451 1968482 1773561 21213672 19801441 X 32979656 34807925 851069 713569 33830725 35521494 55044397 55322935 X 1882739 -191970 X 0 1 X 1 0 X 15048016 18889040 24596425 24327039 25131194 107991714 15048016 18889040 24596425 24327039 25131194 107991714 107991714 275176 438667 524362 845638 1051267 3135110 148912 248627 266187 813679 170593 1647998 112774822 16743676 0.95760 0.62910 X 13813940 13813940 12323708 12323708 1226745 1226745 3684418 3684418 3548253 7917749 -4369496 26679315 PROPERTY, PLANT, AND EQUIPMENT HELD FOR SALE 731619 NOTES RECEIVABLE 15179298 INVESTMENTS IN SUBSIDIARIES 1660316 DUE FROM HUD SPONSORED CURRENT 132219 DUE FROM HUD SPONSORED LONG TERM 254085 DUE FROM AFFILIATES 1989042 FAIR VALUE OF SWAP AGREEMENT 19769 OTHER ASSETS AND DEPOSITS 171286 20137634 DUE TO AFFILIATES 1733082 SECURITY DEPOSITS 36580 CAPITAL LEASE OBLIGATION 3899 1773561 X 31683629 -151612 -151612 31835241 0 31835241 29992861 40359 40359 29952502 0 29952502 PART X, LINE 2: GOODWILL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION (WITHIN THE MEANING OF SECTION 509(A) OF TEH INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN POSITIONS. THIS STANDARD HAD NO EFFECT ON THE ORGANIZATON'S FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THAT GOODWILL HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014 AND 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS NETTED IN REVENUES 40,358. CHANGE IN VALUE OF SWAP AGREEMENT -191,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS NETTED IN REVENUES 40,358. ROUNDING 1. GOLF 10264 4809 5455 535 965 3772 184 299 FESTIVAL OF TREES 68518 47578 20940 15440 5500 13663 78782 52387 26395 535 965 19212 5684 13962 40358 -13963 X 1 1 X X X X 1 0 0 0 0 0 0 0 0 THOMAS FEURIG PRESIDENT AND CEO 217741 0 43852 0 22861 0 26634 0 22177 0 333265 0 0 0 RICHARD EVANCHYK COO 189209 0 20629 0 5733 0 21122 0 24982 0 261675 0 0 0 PART I, LINE 4A JOHN DORAMUS RECEIVED SEVERENCE PAYMENT OF $26,400 DURING 2014. LINE 1B ROTARY DUES ARE PAID ON BEHALF OF THOMAS FEURIG, JOHN DORAMUS AND RICHARD EVANCHYK IN THE AMOUNTS OF $1,173, $440 AND $992, RESPECTIVELY. THE DUES ARE NOT INCLUDED IN THEIR TAXABLE COMPENSATION. A CAPITAL TRUST AGENCY 593591394 2010-12-31 8486000 0 0 0 A 1180389 8316820 169720 8316280 2010 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 A 1 0 0 0 0 1 A 0 X 853874 SALES PRICE X 22757012 SALES PRICE X 127 107013 SALES PRICE 0 0 1 1 PART I, LINE 32B: DONATED VEHICLES ARE SOLD BY A 3RD PARTY FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO ACT ON BEHALF AND INSTEAD OF THE BOARD IN ALL MATTERS RELATING TO THE OPERATION OF THE ORGANIZATION EXCEPT THEY ARE NOT AUTHORIZED TO APPROVE PURCHASES OR SALES OF PROPERTY. EXECUTIVE COMMITTEE MINUTES ARE RATIFIED AT EACH SUCCESSIVE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11 ONCE THE FORM IS PREPARED, THE VICE PRESIDENT OF FINANCE REVIEWS THE INFORMATION ON THE RETURN. THE FORM IS THEN BROUGHT TO THE PRESIDENT/CEO FOR THEIR FINAL REVIEW BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS ARE REQUIRED TO DISCLOSE KNOWN CONFLICTS OF INTERESTS ANNUALLY AND IF ANY POTENTIAL ISSUES ARISE DURING BOARD MEETINGS. ANY PROPOSED CONTRACT EXCEEDING $500 THAT HAS A POTENTIAL CONFLICT OF INTEREST IS VOTED ON BY THE BOARD AND THE INTERESTED PERSON IS NOT ALLOWED TO VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD ON AN ANNUAL BASIS AFTER ACTION IS TAKEN BY THE COMPENSATION COMMITTEE. COMPENSATION IS EXAMINED IN LIGHT OF COMPETITIVE RATES AND ANNUAL PERFORMANCE GOALS. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND DETERMINED BY EACH SUCH PERSON'S IMMEDIATE SUPERVISOR CONSISTENT WITH PAY RANGES AND MARKET CONDITIONS WHICH ARE UPDATED ON A REGULAR BASIS. ALL SUCH EVALUATIONS ARE ALSO REVIEWED AND APPROVED BY THE REVIEWING SUPERVISOR WHO IS GENERALLY THE PERSON TO WHOM THE REVIEWING SUPERVISOR REPORTS TO. THE COMPENSATION DETERMINATION PROCESS, WHICH INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS DONE IN THE PREVIOUS YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SWAP AGREEMENT -191,970. GW SERVICES OF SWFL INC 5100 TICE STREET FORT MEYERS FL 33905 770673657 EMPLOYMENT OPPORTUNITIES FOR HANDICAPPED INDIVIDUALS FL 501(C)(3) LINE 9 1 GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC 5100 TICE STREET FORT MEYERS FL 33905 263590251 FUNDRAISING ACTIVITY FOR GOODWILL INDUSTRIES FL 501(C)(3) LINE 11A, I 1 GOODWILL ACADEMIES OF SOUTHWEST FLORIDA INC 5100 TICE STREET FORT MEYERS FL 33905 202089122 CHARTER SCHOOL FL 501(C)(3) LINE 2 0 SOUTHWEST FLORIDA GWI HOUSING INC 5100 TICE STREET FORT MEYERS FL 33905 311469227 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING II INC 5100 TICE STREET FORT MEYERS FL 33905 311502533 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING III INC 5100 TICE STREET FORT MEYERS FL 33905 650803040 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING IV INC 5100 TICE STREET FORT MEYERS FL 33905 650914344 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING V INC 5100 TICE STREET FORT MEYERS FL 33905 650914341 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING VI INC 5100 TICE STREET FORT MEYERS FL 33905 650976594 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING VII INC 5100 TICE STREET FORT MEYERS FL 33905 651090671 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING VIII INC 5100 TICE STREET FORT MEYERS FL 33905 651157318 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING IX INC 5100 TICE STREET FORT MEYERS FL 33905 651157322 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING X INC 5100 TICE STREET FORT MEYERS FL 33905 510530426 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XI INC 5100 TICE STREET FORT MEYERS FL 33905 571232683 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XII INC 5100 TICE STREET FORT MEYERS FL 33905 134351873 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XIII INC 5100 TICE STREET FORT MEYERS FL 33905 261548130 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XIV INC 5100 TICE STREET FORT MEYERS FL 33905 264310189 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XV INC 5100 TICE STREET FORT MEYERS FL 33905 454199386 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 SOUTHWEST FLORIDA GWI HOUSING XVI INC 5100 TICE STREET FORT MEYERS FL 33905 454199244 HOUSING FOR DISABLED INDIVIDUALS FL 501(C)(3) LINE 9 0 GOODWILL INDUSTRIES OF SWFL NMTC RESOURCES I LLC 5100 TICE STREET FORT MYERS FL 33905 461056972 RENTAL REAL ESTATE FL N/A GOODWILL INDUSTRIES OF SWFL NMTC RESOURCES II LLC 5100 TICE STREET FORT MYERS FL 33905 461062434 RENTAL REAL ESTATE FL N/A 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 1 GW SERVICES OF SWFL INC R 171500 CASH GOODWILL INDUSTRIES OF SWFL NMTC RESOURCES 1 LLC R 998837 CASH GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC R 6451 CASH GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC C 500000 CASH