2015-08-15T08:15:19-05:00 2014-12-31 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 E LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2014-01-01 590866126 GOODWILL INDUSTRIES OF SOUTH FLORIDA INC GOOD 3053259114 2121 NW 21ST STREET MIAMI FL 33142 BEATRIZ ANAZCO CHIEF FINANCIAL OFFICER 3053259114 2015-08-15 1 DAVID HOLLANDER P00646430 9547609000 2014 2016-04-25 22:37:26Z DAVID LANDSBERG 2121 NW 21ST STREET MIAMI FL 33142 94070604 0 X WWW.GOODWILLSOUTHFLORIDA.ORG X 1959 FL GOODWILL INDUSTRIES HELPS PEOPLE WITH DISABILITIES AND OTHER SPECIAL NEEDS MAKE THE TRANSITION TO INDEPENDENCE. GOODWILL PROVIDES VOCATIONAL REHABILITATION, TRAINING, EMPLOYMENT AND JOB PLACEMENT TO HELP PEOPLE ACHIEVE EMPLOYMENT AND SELF SUFFICIENCY. GOODWILL OPERATES NUMEROUS ENTREPRENEURIAL ACTIVITIES SUCH AS: COLLECTING AND SELLING DONATED GOODS; MANUFACTURING; AND CONTRACT SERVICES, INCLUDING CUSTODIAL AND LAUNDRY SERVICES, WITH THE PRIVATE AND PUBLIC SECTOR. THESE ACTIVITIES SERVE AS THE TOOLS FOR THE TRAINING AND EMPLOYMENT OF INDIVIDUALS WITH DISABILITIES AND SPECIAL NEEDS. 25 25 3827 25 0 0 44205662 48027649 18812541 19418319 19388 12610 29591179 26421804 92628770 93880382 0 0 0 0 51100597 51061124 0 0 208254 41455070 43370451 92555667 94431575 73103 -551193 66292045 63591508 37738476 35589132 28553569 28002376 X SEE SCHEDULE O 0 0 27502326 26325625 APPAREL MANUFACTURING (SEE SCHEDULE O) 38933205 DONATED GOODS OPERATIONS (SEE SCHEDULE O) 9655685 10251611 SERVICE CONTRACTS (CUSTODIAL) (SEE SCHEDULE O) 5157421 2675155 REHABILITATION SERVICES (SEE SCHEDULE O) 5087260 4398837 COMMERCIAL SERVICES (SEE SCHEDULE O) 3109359 2092716 LAUNDRY SERIVCES (SEE SCHEDULE O) 13354040 9166708 89445256 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 3827 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X BEATRIZ ANAZCO 3053259114 2121 NW 21ST STREET MIAMI FL 33142 JAYNE HARRIS ABESS CHAIR EMERITUS 1.00 X 0 0 0 JOSEPH P LACHER CHAIR 1.00 X X 0 0 0 TOMAS P ERBAN VICE CHAIR 1.00 X X 0 0 0 LAURENCE A DEETS SECRETARY 1.00 X X 0 0 0 RUDY KRANYS TREASURER 1.00 X X 0 0 0 JORGE A FERNANDEZ CHAIR AUDIT COMMITTEE 1.00 X X 0 0 0 EDWARD MANNO SHUMSKY CHAIR COMPENSATION COMMITTEE 1.00 X X 0 0 0 ROBERT BROMBERG CHAIR HUMAN SERVICES COMMITTEE 1.00 X X 0 0 0 MARY MARTIN YOUNG CHAIR COMMUNITY AWARENESS 1.00 X X 0 0 0 SARAH N ARTECONA DIRECTOR 1.00 X 0 0 0 RODNEY BARRETO DIRECTOR 1.00 X 0 0 0 WILLIAM BEAMES DIRECTOR 1.00 X 0 0 0 MICHAEL L BURNSTINE DIRECTOR 1.00 X 0 0 0 HENRY CALVO DIRECTOR 1.00 X 0 0 0 CAROLYN DONALDSON DIRECTOR 1.00 X 0 0 0 JAMES M FRASER DIRECTOR 1.00 X 0 0 0 WILFREDO GORT DIRECTOR 1.00 X 0 0 0 DAVID LANDSBERG PRESIDENT AND CEO 40.00 X X 271649 0 16163 MARION L MOSELY DIRECTOR 1.00 X 0 0 0 JOE OGLESBY DIRECTOR 1.00 X 0 0 0 CHARLES ROSENBERG DIRECTOR 1.00 X 0 0 0 ALLISON SHIPLEY DIRECTOR 1.00 X 0 0 0 BARBARA L SHRUT DIRECTOR 1.00 X 0 0 0 MERRETT R STIERHEIM DIRECTOR 1.00 X 0 0 0 BRUCE WEBER DIRECTOR 1.00 X 0 0 0 BEATRIZ ANAZCO CHIEF FINANCIAL OFFICER 40.00 X 159945 0 22762 MANUEL LOPEZ VP DONATED GOODS 40.00 X 145799 0 15776 PETER ROBERTS SVP BUSINESS SERVICES 40.00 X 170939 0 15830 SHERRI SCYPHERS HUNGATE VP BUSINESS DEVELOPMENT 40.00 X 154341 0 15856 DIANA VALENCIA VP APPAREL MANUFACTURING 40.00 X 141779 0 22500 LOURDES DE LA MATA-LITTLE VP MARKETING 40.00 X 142823 0 16227 DENNIS PASTRANA FORMER PRESIDENT AND CEO 40.00 X 571739 0 19023 1759014 0 144137 8 1 1 0 ADP INC PO BOX 7247-0372 PHILADELPHIA PA 19170 PAYROLL SERVICES 250439 KCL 7208 NW 31ST STREET MIAMI FL 33122 INFORMATION TECHNOLOGY 218140 BILZIN SUMBERG BAENA PRICE 1450 BRICKELL AVENUE MIAMI FL 33131 LEGAL 162002 GALLAGHER BASSET SERVICES INC 15763 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 THIRD PARTY ADMINISTRATOR 117488 HARRY JORDAN 1535 CAROLINA AVENUE CORAL GABLES FL 33134 CONSULTING 112460 5 48027649 48027649 SERVICE CONTRACTS 900099 10251611 10251611 COMMERCIAL SERVICES 900099 4398837 4398837 REHABILITATION FEES 900099 2675155 2675155 LAUNDRY SERVICE 900099 2092716 2092716 19418319 12610 12610 211222 190222 21000 21000 26325625 0 26325625 26325625 OTHER REVENUES 900099 75179 75179 75179 93880382 45743944 0 108789 470520 470520 42452910 40271815 2181095 3381884 3146798 235086 4755810 4566528 189282 218054 173144 44910 80684 80684 45000 45000 2913498 2135312 584584 193602 102788 84953 17736 99 719207 594439 124768 15209668 15053618 155180 870 195993 177803 18190 24917 7932 16985 740944 707182 33762 2664759 2551122 113637 MATERIALS AND SUPPLIES 17408596 17314590 80334 13672 FLEET & TRANSPORTATION 1079914 1068576 11338 0 POSTAGE 793888 786630 7247 11 MISCELLEANOUS 656149 612179 43970 0 516392 192635 323757 94431575 89445256 4778065 208254 X 3527013 3548628 740104 740104 35000 25000 6364386 4057176 550000 550000 6826181 8185811 1079121 832854 69219295 25381851 45269427 43837444 1900813 1814491 66292045 63591508 8677425 10018201 14044600 14044600 7227259 4786640 7789192 6739691 37738476 35589132 X 28553569 28002376 28553569 28002376 66292045 63591508 -551193 0 X X 0 1 X 1 0 X 31041848 34022333 38898968 44077446 47927491 195968086 153416 124232 103278 128216 100159 609301 31195264 34146565 39002246 44205662 48027650 196577387 196577387 2957 11047 11087 19388 12610 57089 44941 18425 16374 16962 75179 171881 196806357 297996950 0.99880 0.99890 X 1000000 1000000 1000000 1000000 4000000 6000000 62000 49000 45000 45000 201000 250000 250000 250000 250000 1000000 1500000 4692339 4692339 27873639 5951083 21922556 6464701 4079661 2385040 29829632 15029467 14800165 358984 321640 37344 43837444 CAPITAL LEASES 6739691 6739691 X 94070604 190222 190222 93880382 0 93880382 94621797 190222 190222 94431575 0 94431575 PART X, LINE 2: GOODWILL IS REGISTERED WITH THE INTERNAL REVENUE SERVICE AS A NON-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, IS EXEMPT FROM INCOME TAXES, EXCEPT FOR ANY TAXES WHICH MAY ARISE FROM UNRELATED BUSINESS INCOME. GOODWILL RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES TURNER GOLF TOURNAMENT 211222 211222 2450 42369 98066 30455 16882 211222 211222 2450 42369 98066 30455 16882 190222 21000 X X X X 0 1 0 0 0 0 0 0 0 DAVID LANDSBERG PRESIDENT AND CEO 246649 0 25000 0 0 0 0 0 16163 0 287812 0 0 0 BEATRIZ ANAZCO CHIEF FINANCIAL OFFICER 159945 0 0 0 0 0 6787 0 15975 0 182707 0 0 0 MANUEL LOPEZ VP DONATED GOODS 145799 0 0 0 0 0 5862 0 9914 0 161575 0 0 0 PETER ROBERTS SVP BUSINESS SERVICES 170939 0 0 0 0 0 5627 0 10203 0 186769 0 0 0 SHERRI SCYPHERS HUNGATE VP BUSINESS DEVELOPMENT 154341 0 0 0 0 0 6504 0 9352 0 170197 0 0 0 DIANA VALENCIA VP APPAREL MANUFACTURING 141779 0 0 0 0 0 5982 0 16518 0 164279 0 0 0 LOURDES DE LA MATA-LITTLE VP MARKETING 142823 0 0 0 0 0 5788 0 10439 0 159050 0 0 0 DENNIS PASTRANA FORMER PRESIDENT AND CEO 293918 0 50000 0 227821 0 1802 0 17221 0 590762 0 0 0 A MIAMI-DADE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 571662186 NONEAVAIL 2010-12-17 14044600 REFINANCE DEBT 0 0 0 A 6514691 14044600 227478 7032431 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 SEE SCHEDULE O X 75000 550000 0 1 1 550000 X 47314339 ANNUAL SALES REVENUE 0 0 0 FORM 990, PAGE 2, PART III MISSION: GOODWILL INDUSTRIES' MISSION IS TO HELP PEOPLE WITH DISABILITIES AND SPECIAL NEEDS RECEIVE TRAINING , EMPLOYMENT AND JOB PLACEMENT SERVICES TO HELP THEM BECOME EMPLOYED, SELF-SUPPORTING AND INDEPENDENT CITIZENS. PROGRAM METHODOLOGY: GOODWILL INDUSTRIES IS ORGANIZED IN SIX DIVISIONS - THE REHABILITATION SERVICES DIVISION, WHICH IS ESSENTIALLY THE REASON THAT GOODWILL EXISTS TO DELIVER ITS MISSION, AND FIVE INDUSTRIAL AND COMMERCIAL DIVISIONS: DONATED GOODS, APPAREL/FLAG MANUFACTURING, SERVICE CONTRACTS, LAUNDRY SERVICES AND COMMERCIAL SERVICES. THE INDUSTRIAL AND COMMERCIAL DIVISIONS EXIST TO SUPPORT REHABILITATION SERVICES BY PROVIDING THREE ELEMENTS THAT ARE ESSENTIAL TO ITS SUCCESS: FIRST, JOBS ARE USED AS A TOOL FOR REHABILITATION, TRAINING AND EMPLOYMENT SERVICES. SECOND, WAGES PROVIDE INCOME AND A MEANS OF SUPPORT TO PROGRAM PARTICIPANTS WHILE THEY ARE RECEIVING SERVICES. THIRD, INCOME SUPPORTS THE COST OF SERVING THE MISSION. THE REHABILITATION SERVICES DIVISION IS THE MAIN CORE OF ALL GOODWILL'S PROGRAMS AND SERVICES. IT COORDINATES THE ENTIRE MISSION SERVICES OFFERED BY GOODWILL INDUSTRIES TO PEOPLE WITH DISABILITIES. ITS GOAL IS TO HELP PEOPLE OVERCOME BARRIERS TO EMPLOYMENT AND INDEPENDENCE AND ASSIST THEM IN TRANSITIONING INTO THE COMMUNITY. CASE MANAGEMENT IS PROVIDED TO ENSURE THAT ALL PROGRAM PARTICIPANTS DEVELOP THEIR MAXIMUM HUMAN POTENTIAL AND MOVE RESOLUTELY TOWARD THEIR GOAL OF INDEPENDENCE. EVERYTHING ELSE GOODWILL DOES, INCLUDING OUR ENTREPRENEURIAL ACTIVITIES, ARE TOOLS USED AS PART OF THE INTEGRATED APPROACH TO ASSIST THE PEOPLE SERVED. THE REHABILITATION SERVICES DIVISION PROVIDES A COMPREHENSIVE ARRAY OF PROFESSIONAL SERVICES TO INDIVIDUALS THAT ARE PREPARING FOR WORK IN THE COMMUNITY. SOME SERVICES ARE SHORT-TERM. THEY INCLUDE WORK EVALUATION TO DETERMINE POTENTIAL AND CHART A PATH TO INDEPENDENCE. WORK ACTIVITIES AND WORK ADJUSTMENT ASSIST IN MINIMIZING THE IMPACT OF THE EFFECT OF THE DISABILITY, AND VOCATIONAL TRAINING IN FIVE DIFFERENT SKILL AREAS IS PROVIDED BY CERTIFIED TEACHERS. SOME INDIVIDUALS NEED LONG-TERM SERVICES AND ARE ENROLLED IN WORK SERVICES IN ONE OF THE FIVE INDUSTRIAL AND COMMERCIAL DIVISIONS. THE INDUSTRIAL AND COMMERCIAL DIVISIONS EXIST TO PROVIDE A REALISTIC WORK ENVIRONMENT WHERE PEOPLE CAN ENHANCE THEIR SKILLS, OVERCOME THEIR BARRIERS TO COMMUNITY PLACEMENT, BUILD A WORK HISTORY, DEVELOP A SET OF LONG-TERM GOALS, IMPROVE THEIR SELF-ESTEEM AND RECOGNIZE THEIR WORK AS AN INDIVIDUAL. PROGRAM PARTICIPANTS ASSIGNED TO WORK SERVICES ARE REMUNERATED FOR THEIR WORK. THIS HELPS PROVIDE THEM WITH A MEANS OF SUPPORT WHILE THEY RECEIVE THE SERVICES THAT EVENTUALLY WILL HELP THEM TRANSITION INTO COMPETITIVE COMMUNITY EMPLOYMENT. EACH PROGRAM PARTICIPANT HAS AN INDIVIDUALIZED PROGRAM PLAN BASED ON HIS/HER NEEDS. THIS ALLOWS PARTICIPANTS TO ADVANCE AT THEIR OWN PACE ACCORDING TO THEIR CAPABILITIES. ALL THIS OCCURS WITH THE GUIDANCE AND SUPPORT OF GOODWILL'S REHABILITATION PROFESSIONALS, WHO PROVIDE CONTINUING CASE MANAGEMENT AND SUPPORT SERVICES. FINALLY, JOB PLACEMENT SERVICE IS PROVIDED TO ASSIST INDIVIDUALS IN GAINING SKILLS TO SEEK, TRAIN AND RETAIN EMPLOYMENT IN THE COMMUNITY. FORM 990, PAGE 2, PART III PROGRAM PARTICIPANTS FACE DIFFERENT CHALLENGES TO ACHIEVE THEIR INDEPENDENCE. SOME FACE FEWER BARRIERS. WITH LESS SEVERE DISABILITIES, THEY CAN REACH THEIR GOALS IN A FEW WEEKS. FOR OTHERS, IT MAY TAKE MANY YEARS. ALL GOODWILL SERVICES ARE TRANSITIONAL, INCLUDING THOSE PROVIDED IN OUR ENTREPRENEURIAL DIVISIONS. OUR COMMITMENT TO TRANSITIONING WORKERS AT THEIR PEAK PERFORMANCE OR PRODUCTIVITY INTO COMPETITIVE COMMUNITY EMPLOYMENT AND ALSO THE UTILIZATION OF INDIVIDUALIZED PROGRAM PLANS THAT ARE BASED ON INDIVIDUALS' UNIQUE NEEDS ARE WHAT MAKES GOODWILL DIFFERENT FROM TRADITIONAL SCHOOLS AND EMPLOYERS. THE REHABILITATION SERVICES DIVISION WORKS IN CONCERT WITH THE BROADER COMMUNITY, INCLUDING VARIOUS STATE AGENCIES, PUBLIC EDUCATION, UNITED WAY AGENCIES AND OTHER ORGANIZATIONS, TO INSURE INDIVIDUALS HAVE ACCESS TO ALL NEEDED SERVICES, AND THAT THE SERVICES ARE LOGICALLY AND EFFICIENTLY COORDINATED. PROGRAM ACCOMPLISHMENTS: IN 2014, GOODWILL PROVIDED SERVICES TO 5,640 PEOPLE WITH DISABILITIES AND SPECIAL NEEDS WITH THE FOLLOWING CHARACTERISTICS. 772 HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, 2,161 PSYCHIATRIC, EMOTIONAL AND BEHAVIORAL DISABILITIES, 71 ORTHOPEDIC/MOBILITY IMPAIRMENTS, 87 HEARING, SPEECH AND VISUAL IMPAIRMENTS, 1373 OTHER DISABLING MEDICAL CONDITIONS AND ONLY 1176 HAD OTHER SPECIAL NEEDS. OF THE 5,640 PEOPLE 79% WERE LIVING BELOW THE POVERTY LEVEL. THE ETHNIC BACKGROUND OF THOSE SERVED; 3% WHITE, 61% HISPANIC, 19% AFRO-AMERICAN, 16% HAITIAN AND 1% ASIAN/PACIFIC ISLANDER. 4% OF GOODWILL'S OPERATING COST FOR THE YEAR WENT TO MANAGEMENT AND FUNDRAISING COSTS AND 96% WAS DEVOTED TO DIRECT PROGRAMS. FORM 990, PAGE 2, PART III THE PERSONAL PROBLEMS OF THE INDIVIDUALS WITH SEVERE DISABILITIES THAT GOODWILL SERVES ARE COMPOUNDED BY MANY OTHER PROBLEMS THAT INTENSIFY GOODWILL'S CHALLENGE IN SERVING THEM SUCH AS: POVERTY - UPON ENTERING THE PROGRAM, 79% OF THOSE THAT GOODWILL SERVED LAST YEAR REPORTED NOT HAVING ANY INCOME OR AN INCOME BELOW THE POVERTY LEVEL. HOMELESSNESS - A VERY LARGE NUMBER LIVE IN THE POOREST NEIGHBORHOODS IN THE INNER CITY. WITHOUT GOODWILL'S PROGRAM AND SERVICES, THEY WOULD BE CANDIDATES FOR HOMELESSNESS. ACCULTURATION - OVER HALF OF PROGRAMS PARTICIPANTS SERVED ARE OF A FOREIGN NATIONALITY. MANY ARE RECENT ARRIVALS TO THE UNITED STATES. THEY FACE GREAT ACCULTURATION BARRIERS. ALSO, DISABILITIES ARE OFTEN ENCOUNTERED THAT HAVE GONE UNDIAGNOSED OR UNTREATED FOR YEARS IN THEIR NATIVE COUNTRIES. MANY OF THEIR DISABILITIES ORIGINATE FROM DISEASES LONG ERADICATED IN THE UNITED STATES. MANY SUFFER FROM DEPRESSION AND HAVE ANXIETY DISORDERS THAT ARE THE RESULT OF SEPARATION FROM CHILDREN AND FAMILY. SINGLE PARENTHOOD - MOST OF THE WOMEN THAT GOODWILL SERVED LAST YEAR WERE SINGLE PARENTS. GOODWILL PROVIDES SERVICES IN AN EXTREMELY CHALLENGING ENVIRONMENT. THE COMPLEXITY AND SEVERITY OF THE DISABILITIES AND THE PROBLEMS ENCOUNTERED AMONG THOSE SERVED CANNOT BE EMPHASIZED ENOUGH. ACCORDING TO THE NATIONAL ORGANIZATION OF DISABILITIES, THE COMBINATION OF DISABILITY, RACE OR DIFFERENT ETHNIC BACKGROUND RESULTS IN TWICE THE DISCRIMINATION OF THAT EXPERIENCED BY NONDISABLED PEOPLE IN THE MINORITY COMMUNITY. ACCREDITATION AND CERTIFICATIONS: GOODWILL IS ACCREDITED AND HOLDS CERTIFICATIONS FROM SEVERAL INDEPENDENT AND AUTONOMOUS ORGANIZATIONS THAT ARE NATIONALLY RECOGNIZED IN THEIR RESPECTIVE FIELDS. FROM A HUMAN SERVICES STANDPOINT - GOODWILL HOLDS THREE ACCREDITATIONS: THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) ACCREDITS GOODWILL'S VOCATIONAL REHABILITATION PROGRAMS. THE COUNCIL ON OCCUPATIONAL EDUCATION (COE) ACCREDITS GOODWILL VOCATIONAL AND ADULT BASIC EDUCATION PROGRAMS. THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS (DELMARVA FOUNDATION) ACCREDITS GOODWILL'S PROGRAMS FOR THE DEVELOPMENTALLY DISABLED. FROM A MANUFACTURING STANDPOINT - GOODWILL'S QUALITY CONTROL PROGRAM IS: ISO 9001-2000 BY RWTUV USA, INC., REGISTERED AND CERTIFIED IN "DESIGN AND MANUFACTURE OF TEXTILE GOODS, INCLUDING MILITARY UNIFORMS, FLAGS AND ACCESSORIES". NATIONAL ASSOCIATION FOR INFORMATION DESTRUCTION (NAID) - HOLDS AAA CERTIFICATION ON MEETING ALL STANDARDS DOCUMENT DESTRUCTION. FUNDING AND PUBLIC CONTRIBUTIONS: IN 2014, FROM TOTAL REVENUES OF $94 MILLION, IT CAME FROM THE FOLLOWING SOURCES. 95.7% $90,383,000 - FROM INDUSTRIAL AND COMMERCIAL ACTIVITIES. 2.9% $2,675,000 - FROM GOVERNMENT FEES AND GRANTS. 1.0% 630,000 - FROM PUBLIC AND CORPORATE SUPPORT. .4% 382,000 - FROM UNITED WAY MIAMI-DADE COUNTY TO SUPPORT REHABILITATION PROGRAMS. GOODWILL HAS SEVERAL LARGE SOURCES OF REVENUES. A MOST SIGNIFICANT ONE IS UNDER THE ABILITY ONE PROGRAM WHICH INVOLVES LONG-TERM CONTRACTS WITH VARIOUS FEDERAL GOVERNMENT AGENCIES FOR GOODWILL TO MANUFACTURE GOODS (SUCH AS MILITARY UNIFORMS AND FLAGS) AND PROVIDE SERVICES (SUCH AS JANITORIAL AND CUSTODIAL SERVICES). THESE CONTRACTS ARE PERFORMED WITH A WORKFORCE COMPRISED OF MORE THAN 75% PEOPLE WITH SEVERE DISABILITIES AND CONSISTENT WITH GOODWILL'S MISSION. IN 2014, ABILITY ONE CONTRACTS PROVIDED $31 MILLION OR 33% OF GOODWILL'S TOTAL REVENUE. GOODWILL IS UNIQUE AMONG ALL NONPROFIT ORGANIZATIONS - BECAUSE OF ITS ABILITY TO OPERATE ENTREPRENEURIAL ACTIVITIES TO SUPPORT THE MISSION THAT MAKES GOODWILL ALMOST SELF-SUPPORTING. HOWEVER, GOODWILL HAS THE HIGH COST OF EMPLOYING PEOPLE WITH DISABILITIES WITH VERY LIMITED PRODUCTIVITY, AND IT PRACTICES ENCOURAGING SOME OF ITS BEST AND MOST PRODUCTIVE WORKERS TO LEAVE GOODWILL'S EMPLOYMENT AND BECOME COMPETITIVELY EMPLOYED. THIS PAVES THE WAY FOR OTHERS, WHO ARE UNTRAINED AND IN NEED OF SERVICES TO ENTER THE PROGRAM. IT BECOMES IMPOSSIBLE FOR GOODWILL TO ALSO GENERATE ENOUGH WORKING CAPITAL AND FUNDS TO PURCHASE REPLACEMENT AND OTHER CAPITAL EXPENDITURES. THAT IS WHY UNITED WAY OF MIAMI-DADE'S SUPPORT AND OTHER GOVERNMENT PROGRAM FUNDING SERVES TO HELP AUGMENT GOODWILL'S ABILITY TO SERVE MORE PEOPLE. ALSO, PUBLIC CONTRIBUTIONS ARE SOLICITED FOR THE UPKEEP AND ACQUISITION OF FACILITIES AND EQUIPMENT. GOVERNANCE: THE KEY TO GOODWILL'S SUCCESS IS ITS BOARD OF DIRECTORS THAT IS MADE UP OF REPUTABLE AND WELL KNOWN COMMUNITY CITIZENS, WHO VOLUNTEER WITHOUT COMPENSATION AND ARE ACTIVE LEADERS, WHO ARE DEDICATED TO THE SUCCESS OF GOODWILL AND ARE GENEROUS SUPPORTERS OF THE MISSION. THE BOARD OF DIRECTORS SETS POLICY THAT CHALLENGES MANAGEMENT TO CONTINUE TO MEET THE NEEDS OF THE GROWING NUMBER OF PEOPLE WITH DISABILITIES. THEY ALSO DEMAND ADHERENCE TO THE HIGHEST STANDARDS OF SERVICE, EFFICIENCY, QUALITY, ETHICAL CONDUCT, PUBLIC ACCOUNTABILITY AND TRANSPARENCY. THE BOARD OF DIRECTORS IS COMPRISED OF ABOUT 25 CITIZENS THAT REPRESENT DIFFERENT PROFESSIONS, ECONOMIC SECTORS, ETHNIC GROUPS AND PEOPLE WITH DISABILITIES. FOUR DIRECTORS SERVE AS OFFICERS, CHAIR, VICE CHAIR, TREASURER AND SECRETARY; AND SIX DIRECTORS SERVE AS COMMITTEE CHAIRS. IN NOVEMBER 2004, THE BOARD OF DIRECTORS APPROVED SEVEN NEW POLICIES TO COMPLY WITH THE HIGHEST STANDARDS OF ETHICS AND ACCOUNTABILITY, WHICH ARE AS FOLLOWS: 1) ORGANIZATIONAL CODE OF ETHICS, 2) FINANCIAL ETHICS AND ACCOUNTABILITY, 3) CONFLICT OF INTEREST, 4) INTERNAL ACCOUNTING CONTROLS, 5) AUDIT COMMITTEE CHARTER, 6) WHISTLEBLOWER AND 7) RECORDS RETENTION. IN 2004, THE GOODWILL INDUSTRIES' BOARD OF DIRECTORS IMPLEMENTED AN INDEPENDENT AUDIT COMMITTEE THAT HAS THE AUTHORITY TO NEGOTIATE AND HIRE AN INDEPENDENT AUDITOR, REVIEW THE SCOPE OF THE AUDIT, MEET INDEPENDENTLY WITH THE AUDITORS AND REPORT TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE HAS MEMBERS THAT ARE QUALIFIED FINANCIAL EXPERTS, AND MEMBERS DO NOT SERVE ON THE FINANCE COMMITTEE. PART IV GOVERNANCE, MANAGEMENT, DISCLOSURE, SECTION B POLICIES CONFLICT OF INTEREST IN 2014, ALL OF GOODWILL'S DIRECTORS, AND SENIOR MANAGEMENT EXECUTED A STATEMENT OF ACKNOWLEDGEMENT FOR THE CONFLICT OF INTEREST POLICY. THE ACKNOWLEDGEMENT CONFIRMED THE RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY, AND FURTHER CONFIRMED THAT THERE ARE NO CONFLICTS. ETHICAL CONDUCT IN 2014, ALL OF GOODWILL'S DIRECTORS, AND SENIOR MANAGEMENT EXECUTED A STATEMENT OF ACKNOWLEDGEMENT FOR THE ETHICAL CONDUCT POLICY. THE ACKNOWLEDGEMENT CONFIRMED THE RECEIPT AND REVIEW OF THE ETHICAL CONDUCT POLICY, AND FURTHER CONFIRMED THAT THERE ARE NO BREACHES OF ETHICS. PUBLIC DISCLOSURE GOODWILL INDUSTRIES OF SOUTH FLORIDA'S WEBSITE: WWW.GOODWILLSOUTHFLORIDA.ORG PROVIDES COMPREHENSIVE INFORMATION ABOUT GOODWILL'S MISSION, PROGRAMS AND SERVICES. IT FEATURES A COMPLETE DIRECTORY, CURRENT EVENTS, ANSWERS TO "FREQUENTLY ASKED QUESTIONS", "HOW TO CONTACT US", GENERAL AND STORE LOCATION INFORMATION, HOW TO PURCHASE FLAGS AND ITEMS OR WITH SUGGESTIONS OR COMMENTS THAT WE WELCOME AS A MEANS TO IMPROVE OUR ORGANIZATION AND SERVICES. THE WEBSITE INCLUDES GOODWILL INDUSTRIES' MOST RECENT "CONFLICT OF INTEREST" POLICY, THE MOST RECENT ANNUAL AUDITED FINANCIAL STATEMENTS, AMONG OTHERS. GOODWILL'S WEBSITE IS A WORK IN PROGRESS AND IS CONTINUOUSLY BEING UPDATED AS NEEDED FOR CURRENT INFORMATION AND PUBLIC DISCLOSURE REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11 GOODWILL INDUSTRIES' IRS FORM 990 FOR THE YEAR 2014 WAS COMPLETED BY THE STAFF, AND REVIEWED BY THE AUDITORS AND SUBSEQUENTLY REVIEWED BY THE INDPENDENT AUDIT COMMITTEE AND APPROVED THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS. SUBSEQUENTLY, THE FORM 990 WAS PROVIDED FOR TEN DAYS TO THE ENTIRE BOARD OF DIRECTORS FOR QUESTIONS, REVIEW OR RECOMMENDATINOS. UPON COMPLETION OF THE TEN DAY PERIOD THE FORM 990 WAS FILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, GOODWILL REQUIRES EACH BOARD MEMBER AND SENIOR STAFF TO FILL OUT A CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED BY THE CHAIR OF BOARD OF DIRECTORS AND APPROPRIATE ACTION IS TAKEN IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15: GOODWILL'S COMPENSATION COMMITTEE RETAINS AN EXTERNAL COMPENSATION CONSULTANT TO REVIEW SENIOR EXECUTIVE PAY LEVELS AND ASSESS COMPETITIVENESS AND DEVELOP SALARY RANGES AND ANNUAL INCENTIVE OPPORTUNITY LEVELS. THE RESULTS OF THE SURVEY IS THEN SHARED WITH THE MEMBERS OF THE COMPENSATION COMMITTEE. GOODWILL'S COMPENSATION COMMITTEE HIRED THE FIRM OF TOWERS WATSON AS AN EXTERNAL COMPENSATION CONSULTANT TO SURVEY THE MARKETPLACE AND RETURN MARKET DATA ON SPECIFIC EXECUTIVE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR REVENUES AS GOODWILL INDUSTRIES. THE STANDARD COMPENSATION AS WELL AS DEFERRED COMPENSATION AND BENEFITS PACKAGE WERE REVIEWED WITHIN THE MARKET. TO DATE, THE POSITIONS SURVEYED INCLUDED THE CEO, THE SENIOR VICE PRESIDENTS, AND THE VICE PRESIDENTS. FOR THE REVIEW OF THE CEO'S PERFORMANCE, THE RESULTS FROM GOALS WHICH WERE ESTABLISHED FOR THE CEO AT THE BEGINNING OF THE PERIOD WERE REVIEWED. THESE GOALS ARE A PART OF GOODWILL INDUSTRIES' GOALS AND OBJECTIVES AND FINANCIAL FORECAST FOR THE YEAR APPROVED BY THE BOARD OF DIRECTORS. THE CHAIR OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S RECOMMENDATION AND MEETS IN CLOSED SESSION WITH THE COMPENSATION COMMITTEE WHO APPROVES OR AMENDS THE COMPENSATION RECOMMENDATION. THE EXECUTIVE COMMITTEE THEN MEETS IN CLOSED SESSION TO REVIEW AND APPROVE THESE RECOMMENDATIONS WHICH ARE ULTIMATELY PRESENTED TO THE BOARD FOR ITS REVIEW. THE CEO AND SENIOR LEADERSHIP'S CHANGES IN COMPENSATION AND BENEFITS, IF ANY, ARE EFFECTIVE APRIL 1ST. NOTES FROM THE PROCESS ARE PRODUCED CONTEMPORANEOUSLY BY THE CHAIR OF THE COMPENSATION COMMITTEE. FOR THE POSITIONS OF SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS, THE CEO REVIEWS THE PERFORMANCE OF SENIOR VICE PRESIDENTS AND VICE PRESIDENTS BASED ON THE RESULTS FROM GOALS WHICH WERE ESTABLISHED FOR THE SENIOR VICE PRESIDENTS AND VICE PRESIDENTS AT THE BEGINNING OF THE PERIOD. THESE GOALS ARE A PART OF GOODWILL INDUSTRIES' GOALS AND OBJECTIVES AND FINANCIAL FORECAST FOR THE YEAR APPROVED BY THE BOARD OF DIRECTORS. AFTER REVIEWING THIS DATA, THE CEO MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE FOR SALARY AND BENEFITS TREATMENT FOR THE SENIOR VICE PRESIDENTS AND VICE PRESIDENTS. THE COMPENSATION COMMITTEE MEETS IN CLOSED SESSION AND APPROVES OR AMENDS THE CEO'S RECOMMENDATION AND PASSES ITS DECISION ON TO THE EXECUTIVE COMMITTEE AND ULTIMATELY TO THE BOARD FOR ITS REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL PROVIDES UPON REQUEST, COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC. IN ADDITION, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON GOODWILL'S WEBSITE. FORM 990, PART XII, LINE 2C ONCE THE FINANCIAL STATEMENTS HAVE BEEN FINALIZED, THEY ARE REVIEWED IN DETAIL WITH THE AUDITORS BY GOODWILL'S AUDIT COMMITTEE. THEN THE FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND FINAL APPROVAL. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. FORM 990 SCHEDULE L, PART II, COLUMN (A) IN 2003, THE BOARD OF DIRECTORS OF GOODWILL APPROVED A SPLIT-DOLLAR LIFE INSURANCE PLAN TO PROVIDE A RETIREMENT INCOME TO THE PRESIDENT AND CEO OF GOODWILL. THE RETIREMENT INCOME ARRANGEMENT WAS PROVIDED TO THE FORMER PRESIDENT AND CEO FOR HIS SERVICES OF OVER TWENTY YEARS IN THE ABSENCE OF AN ADEQUATE RETIREMENT PLAN AVAILABLE THROUGH STANDARD ARRANGEMENTS. THE SPLIT-DOLLAR ARRANGEMENT PROVIDES FOR THE PERIODIC PREMIUMS REQUIRED UNDER THE LIFE INSURANCE CONTRACT WHICH ARE TREATED AS A SERIES OF LOANS SECURED BY THE LIFE INSURANCE POLICY. AT DECEMBER 31, 2014 AND 2013, THE AMOUNTS UNDER THE SPLIT-DOLLAR ARRANGEMENT TOTALED $550,000. THE FACE VALUE OF THE LIFE INSURANCE POLICY IS $1,800,000. THE REPAYMENT OF THE LOANS WILL BE FROM DEATH BENEFITS ON THE INSURED. THE LOANS ARE COLLATERALIZED BY THE LIFE INSURANCE POLICY FOR WHICH THE NET CASH SURRENDER VALUE OF THE POLICY AT DECEMBER 31, 2014 WAS $745,282. IN 2011, GOODWILL'S BOARD OF DIRECTORS APPROVED TWO DEFERRED COMPENSATION PLANS FOR THE FORMER PRESIDENT AND CEO TO PROVIDE RETIREMENT BENEFITS AFTER OVER 30 YEARS OF SERVICE TO GOODWILL. THE PLANS ARE EFFECTIVE AS OF JANUARY 1, 2011 AND WILL BE FULLY VESTED AS OF JANUARY 1, 2015. THE 457(B) PLAN CONSISTS OF AN ANNUAL CONTRIBUTION AS SET FORTH IN CODE SECTION 457E(15) PLUS INTEREST AT PRIME PLUS 1%. THE 457(F) PLAN CONSISTS OF AN ANNUAL CONTRIBUTION OF $175,000 PLUS INTEREST AT PRIME PLUS 1. THE TOTAL CONTRIBUTIONS AND INTEREST IN 2013 TO BOTH PLANS WAS $217,511. EXPENSES ACCRUED UNDER THIS PLAN FOR THE YEARS ENEDED DECEMBER 31, 2013 AND 2012 TOTALED $625,796 AND 408,284, RESPECTIVELY. IN 2015, GOODWILL WILL BE REQUIRED TO MAKE PAYMENTS UNDER THESE DEFRRED COMPENSATION PLANS. BIG BLUE BOX PRODUCTIONS INC 2121 NW 21ST STREET MIAMI FL 33142 272863192 FILM PRODUCTION FL GOODWILL INDUSTRIES OF SOUTH FLORIDA INC C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0