2025-11-04T11:15:01-06:00 2024-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 391147571 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN INC GOOD 6082463140 1302 MENDOTA STREET MADISON WI 53714 MICHELE HARRIS PRESIDENT & CEO 6082463140 2025-09-24 1 1 QUINN DUGAN P02267768 6082741980 2025-09-24 2024 2025-03-06 01:10:19Z MICHELE HARRIS 1302 MENDOTA STREET MADISON WI 53714 42464951 0 X WWW.GOODWILLSCWI.ORG X 1971 WI HELP PEOPLE IN OUR COMMUNITY TO LIVE, WORK AND THRIVE THROUGH HOUSING, EMPLOYMENT AND SUPPORTIVE SERVICES. 10 10 936 63 0 0 15621078 14596997 26963920 27491107 204547 319260 34509 48890 42824054 42456254 0 275 0 0 17077839 17377483 0 0 8196 24576086 24842109 41653925 42219867 1170129 236387 36679730 41876191 22189196 27149270 14490534 14726921 X GOODWILL OF SOUTH CENTRAL WISCONSIN'S MISSION IS TO HELP PEOPLE IN OUR COMMUNITY TO LIVE, WORK AND THRIVE THROUGH HOUSING, EMPLOYMENT AND SUPPORTIVE SERVICES. SEE SCHEDULE O FOR CONTINUATIONSUPPORTED EMPLOYMENT AND JOB SKILLS TRAINING ARE AVAILABLE FOR COMMUNITY MEMBERS WITH DEVELOPMENTAL DISABILITIES AND BARRIERS TO EMPLOYMENT, ALONG WITH VOLUNTEER INCOME TAX ASSISTANCE FOR LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES. STABLE HOUSING IS PROVIDED AT GROUP HOMES AND APARTMENTS FOR LOW-INCOME INDIVIDUALS LIVING WITH CHRONIC MENTAL ILLNESS, AS WELL AS SENIOR CITIZENS. 0 0 35811299 26418438 DONATED GOODS RETAIL PROGRAM SERVICES: GOODWILL'S RETAIL OPERATIONS COLLECT DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELL THEM THROUGH A NETWORK OF 15 STORES AND ATTENDED DONATION CENTERS. DONATED GOODS RETAIL PROGRAM SERVICES: EXCESS AND UNSALABLE DONATED ITEM ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE ITEMS, JEWELRY, AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATIONS ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY ONLY VEHICLE AUCTION SERVICE. RETAIL OPERATIONS SUPPORT GOODWILL'S MISSION BY PROVIDING EMPLOYMENT AND TRAINING FOR LOCAL RESIDENTS WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. RETAIL OPERATIONS EMPLOY INDIVIDUALS THROUGHOUT SOUTH-CENTRAL WISCONSIN. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A PORTION OF GOODWILL'S MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. RETAIL STORES OFFER A PLACE WHERE PEOPLE IN NEED CAN EXCHANGE VOUCHERS FOR USEFUL MERCHANDISE AT NO COST THROUGH PUBLIC ASSISTANCE PROGRAMS OR COMMUNITY REFERRALS. 1950723 275 1072669 WORKFORCE DEVELOPMENT PROGRAMS: GOODWILL OF SOUTH CENTRAL WISCONSIN PROVIDES NUMEROUS PROGRAMS AND SERVICES TO HELP REMOVE BARRIERS TO HOUSING AND EMPLOYMENT FOR INDIVIDUALS SO THAT THEY CAN LIVE, WORK AND THRIVE IN OUR LOCAL COMMUNITY. WORKFORCE DEVELOPMENT PROGRAMS INCLUDE SUPPORTED EMPLOYMENT, JOB SKILLS TRAINING AND VOLUNTEER INCOME TAX ASSISTANCE (VITA).SUPPORTED EMPLOYMENT AND JOBS SKILLS TRAINING: ADULTS WITH BARRIERS TO EMPLOYMENT BUILD CONFIDENCE, SKILLS, AND INDEPENDENCE THROUGH MEANINGFUL JOBS, WITH JOB COACHES PROVIDING ONE-ON-ONE SUPPORT TO 76 PROGRAM PARTICIPANTS AT NO COST TO THE EMPLOYER OR PARTICIPANT. ALL PROGRAM PARTICIPANTS EARN AT LEAST MINIMUM WAGE OR MORE. VOLUNTEER INCOME TAX ASSISTANCE (VITA): IN PARTNERSHIP WITH THE WISCONSIN DEPARTMENT OF REVENUE AND THE IRS, THE VITA PROGRAM PROVIDES FREE INCOME TAX PREPARATION FOR COMMUNITY MEMBERS WITH LOW TO MODERATE INCOME. IN 2024, 1,215 TAX RETURNS WERE PREPARED RESULTING IN OVER 1.5 MILLION DOLLARS IN TAX REFUNDS AND CREDITS RETURNED INTO OUR COMMUNITY TO HELP PAY FOR RENT, BILLS, MEDICATION AND OTHER ESSENTIALS. 735280 0 0 STABLE HOUSINGADULTS WITH CHRONIC MENTAL ILLNESS RECEIVE 24/7/365 SUPPORT AT OUR GROUP HOMES WHILE LEARNING SKILLS TO LIVE INDEPENDENTLY. DURING 2024, OUR GROUP HOMES SEVED 36 RESIDENTS PROVIDING 3,364 SAFE NIGHTS SUPPORTIVE HOUSING.STABLE HOUSING: ADDITIONALLY, WE SUPPORT 77 APARTMENT UNITS WITH ON-SITE PROPERTY SUPERVISORS OFFERING AFFORDABLE SUBSIDIZED HOUSING TO LOW-INCOME ADULTS, RETIREES AND COMMUNITY MEMBERS WITH MENTAL ILLNESS. 38497302 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 936 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 WI X MICHELE HARRIS 6082463140 1302 MENDOTA STREET MADISON WI 53714 MICHELE HARRIS PRESIDENT & CEO 40.00 X 273754 0 24977 SARITA MANNIGEL HUMAN RESOURCES DIRECTOR 40.00 X 141392 0 30500 MATTHEW WEISS DIRECTOR OF OPERATIONS 40.00 X 148539 0 14722 KELLY JOHNSON CHIEF FINANCIAL OFFICER 40.00 X 131082 0 9007 TONY LAWSON VP OF OPERATIONS (THRU 07/24) 40.00 X 121146 0 7860 MATTHEW KAUTZKY DIR OF REAL ESTATE AND SUSTAINABILITY (THRU 12/24) 40.00 X 100862 0 272 JESSICA PIATT CHAIR 0.30 X X 0 0 0 MARY THEILEN PAST CHAIR 0.30 X X 0 0 0 JASON POTTER VICE CHAIR 0.30 X X 0 0 0 TOM STITGEN TREASURER 0.30 X X 0 0 0 HYWANIA THOMPSON SECRETARY (THRU 12/24) 0.30 X X 0 0 0 MARCIA CHRISTIANSEN DIRECTOR 0.30 X 0 0 0 KEVIN FOUNTAIN DIRECTOR 0.30 X 0 0 0 KATHLEEN MCNEIL DIRECTOR 0.30 X 0 0 0 BEN SCHMIDT DIRECTOR 0.30 X 0 0 0 ALEX YSQUIERDO DIRECTOR 0.30 X 0 0 0 RYAN ZERWER DIRECTOR 0.30 X 0 0 0 916775 0 87338 6 0 1 0 OTT DEVELOPMENT LLC N27 W23588 PAUL RD STE 100 PEWAUKEE WI 53072 GENERAL CONTRACTOR 3531934 CLIFTONLARSONALLEN LLP PO BOX 775967 CHICAGO IL 60677 ACCOUNTING SERVICES 1448716 APPLIED TECH SOLUTIONS LLC 203 SOUTH PATERSON STREET SUITE 500 MADISON WI 53703 INFORMATION SYSTEMS MANAGEMENT 432731 WORLDPLAY LLC 8500 GOVERNERS HILL DRIVE SYMMES TOWMSHIP OH 45249 MERCHANT PAYMENT SOLUTIONS 309056 GOODWILL INDUSTRIES INTERNATIONAL INC 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 ORGANIZATION SUPPORT 173674 9 928317 13668680 13210559 14596997 RETAIL PROGRAM REVENUE 459510 26418438 26418438 FEE FOR SERVICE CONTRACTS 561300 1072669 1072669 27491107 327957 327957 8697 -8697 -8697 -8697 48890 48890 48890 42456254 27491107 0 368150 275 275 438820 438820 14072446 12698610 1368286 5550 276779 267863 8916 1497846 1333908 163938 1091592 966754 124838 22006 22006 51520 51520 2425404 1921783 500975 2646 303313 34801 268512 1850336 1727429 122907 3457571 3376206 81365 240497 217459 23038 6644 6644 264256 260741 3515 1036517 946469 90048 130688 65811 64877 IN KIND GOODS 13708541 13708541 REPAIRS/SERVICE 586422 503752 82670 DUES/SUBSCRIPTIONS 331870 128221 203649 SMALL EQUIPMENT 128397 127371 1026 298127 204664 93463 42219867 38497302 3714369 8196 400290 1054895 10030915 5167115 11100 528536 1153335 36321 36321 2796874 2992291 307534 392635 17928354 7510621 7405097 10417733 15163063 20661866 36679730 41876191 2562636 2131738 70290 75981 3757853 3586624 15798417 21354927 22189196 27149270 X 14478508 14726921 12026 0 14490534 14726921 36679730 41876191 236387 0 X 0 1 X 1 0 X 18384589 21464509 15869215 15621078 14596997 85936388 18384589 21464509 15869215 15621078 14596997 85936388 85936388 11956 4005 25556 204547 327957 574021 86510409 119469594 0.99340 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 556596 556596 7880881 3230285 4650596 6372504 2329449 4043055 2936603 1950887 985716 181770 181770 10417733 ROU ASSET - OPERATING LEASE 20358954 ROU ASSET - FINANCE LEASE 302912 20661866 ROU OBLIGATION - OPERATING LEASE 21000894 ROU OBLIGATION - FINANCE LEASE 354033 21354927 X 42456254 0 42456254 0 42456254 42219867 0 42219867 0 42219867 PART X, LINE 2: MANAGEMENT ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT AN INCOME TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2024. X X X 0 0 0 1 0 0 0 0 0 MICHELE HARRIS PRESIDENT & CEO 247360 0 19794 0 6600 0 20177 0 4800 0 298731 0 0 0 SARITA MANNIGEL HUMAN RESOURCES DIRECTOR 130520 0 10272 0 600 0 30500 0 0 0 171892 0 0 0 MATTHEW WEISS DIRECTOR OF OPERATIONS 125085 0 15754 0 7700 0 14722 0 0 0 163261 0 0 0 PART I, LINE 5 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ('PLAN") IS TO MOTIVATE LEADERSHIP TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE FINANCIAL SECURITY AND STABILITY TO THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PLAN FOR THE PRESIDENT & CEO IS SOLELY DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. $75,317 IN BONUSES WERE PAID TO THE EXECUTIVE TEAM IN 2025 FOR 2024 WHICH WERE FIRST APPROVED BY THE EXECUTIVE BOARD. X 13210559 THRIFT SHOP VALUE 0 0 1 PART I, LINE 32B: DONATED VEHICLES GO TO THE NATIONAL CHARITY SALES (NCS). NCS SELL AND REMITE NET PROCEEDS TO GOODWILL, WHO RECORDS THE CASH CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE 990 IS REVIEWED WITH THE AUDIT AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC. ("GOODWILL") MAINTAINS A CONFLICT OF INTEREST POLICY ("POLICY"). THE PURPOSE OF THE POLICY IS TO PROTECT GOODWILL'S INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE FINANCIAL INTEREST OF AN INTERESTED PERSON SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF GOODWILL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, HE OR SHE SHALL RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION, WHETHER THE TRANSACTION REFLECTS FAIR MARKET VALUE, HAS NO BEARING ON THE RELATIONSHIP, AND IS IN THE BEST INTEREST OF GOODWILL. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC ("GOODWILL") COMPENSATION PACKAGE INCLUDES SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES, AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE EXECUTIVE COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC. FINANCIAL STATEMENTS ARE MADE PUBLIC THROUGH THE FORM 990 AS WELL AS IN THE ANNUAL REPORT.