2012-05-10T09:26:41-05:00 2011-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-01-01 530196517 GOODWILL INDUSTRIES INTERNATIONAL INC GOOD 8007410186 15810 INDIANOLA DRIVE ROCKVILLE MD 208552639 JIM GIBBONS 8007410186 2012-05-10 1 DEBORAH G KOSNETT P00290720 2022932200 2011 2016-02-24 21:20:13Z JIM GIBBONS 15810 INDIANOLA DRIVE ROCKVILLE MD 208552639 52974474 0 X WWW.GOODWILL.ORG X 1910 MA GOODWILL INDUSTRIES INTERNATIONAL ENHANCES THE DIGNITY AND QUALITY OF LIFE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY ELIMINATING BARRIERS TO OPPORTUNITY AND HELPING PEOPLE IN NEED REACH THEIR FULLEST POTENTIAL THROUGH THE POWER OF WORK. 33 32 144 36 32041 -34243 33407624 31910626 19463416 20352270 96618 401966 9705 17533 52977363 52682395 27645077 30338207 0 0 14554479 14937180 0 0 479456 9691014 7832595 51890570 53107982 1086793 -425587 27429397 25171878 9298598 7694009 18130799 17477869 X GOODWILL INDUSTRIES INTERNATIONAL ENHANCES THE DIGNITY AND QUALITY OF LIFE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY ELIMINATING BARRIERS TO OPPORTUNITY AND HELPING PEOPLE IN NEED REACH THEIR FULLEST POTENTIAL THROUGH THE POWER OF WORK. 0 0 32777301 29766470 SPONSORED PROGRAMS AND GRANTS:DOJ: GII WAS AWARDED $19.1 MILLION FROM THE DEPARTMENT OF JUSTICE FOR THE YOUTH MENTORING GRANT. 56 GOODWILL MEMBERS IN 38 STATES TO PARTICIPATE IN THE NEW GOOD GUIDES PROGRAM TO STEER YOUNG PEOPLE AWAY FROM CRIMINAL ACTIVITIES BY PROVIDING THEM HEALTHY ALTERNATIVES. IN NOV 2011, GII WAS AWARDED ADDITIONAL $5 MILLION AND 10 GOODWILL MEMBERS PARTICIPATED TO SERVE YOUTH. PATHWAYS OUT OF POVERTY: IN JANUARY 2010, GII RECEIVED A $7.3 MILLION GRANT AS PART OF "PATHWAYS OUT OF POVERTY," A FUNDING OPPORTUNITY AUTHORIZED BY THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009 (RECOVERY ACT). THIS GRANT WILL PROVIDE FUNDS TO CREATE GREEN JOB TRAINING PROGRAMS AS A STRATEGY TO MOVE INDIVIDUALS OUT OF POVERTY AND INTO ECONOMIC SELF-SUFFICIENCY. SIX GOODWILL MEMBERS ACROSS THE COUNTRY WILL IMPLEMENT THE PROGRAM IN THEIR COMMUNITIES. DOL GOOD PROSPECTS: GII AND ITS SEVEN SUBRECIPIENTS WILL TRAIN AND SEE INCREASED KNOWLEDGE DIFFERENCES FOR 34,300 INDIVIDUALS IN VIRTUAL CAREER EXPLORATION SERVICES, INCLUDING CAREERS. THIS WILL BE ACHIEVED THROUGH INCREASING ACCESS TO VIRTUAL CAREER EXPLORATION SERVICES IN LOCAL UNDERSERVED COMMUNITIES, TECHNICAL ASSISTANCE TRAINING AND LONG DISTANCE LEARNING, TO INCREASE THE ABILITY OF INDIVIDUALS TO MAKE USE OF AND BENEFIT FROM ONLINE RESOURCES TO PREPARE FOR AND FIND EMPLOYMENT IN THE HEALTHCARE INDUSTRY. FUNDING FOR THIS TWO YEAR PROGRAM, AWARDED IN JUNE 2010, IS PROVIDED BY THE AMERICAN REINVESTMENT AND RECOVERY ACT OF 2009 IN THE AMOUNT OF $3,000,000. DOL SCSEP: DOL SCSEP FEDERAL AWARD PROPOSED AND WON IN 2006 AWARD IS RENEWABLE ANNUALLY FOR 5 YEARS. $8.1 MILLION AWARDED IN 1ST YEAR, $11.7 MILLION AWARDED IN 2ND YEAR. THIRD YEAR AWARD IS $12.7 MILLION, FOURTH YEAR AWARD IS $14.5 MILLION, FIFTH YEAR AWARD IS $10.9 MILLION. A SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM TO PROVIDE NEEDED JOB TRAINING VIA PLACEMENT IN COMMUNITY SERVICE SLOTS WITH THE GOAL OF ACHIEVING UNSUBSIDIZED EMPLOYMENT. SIX SUB-GRANTEES(MEMBERS) IN ALBUQUERQUE, NM, HARRISBURG, PA, INDIANAPOLIS, IN, PHOENIX, AZ, ROANOKE, VA AND TACOMA, WA. MATCHING REQUIREMENT IS 10% OF TOTAL AWARDED AMOUNT. CHARLES SCHWAB - GOOD ASSETS: GII RECEIVED AN AWARD OF FUNDS FROM THE CHARLES SCHWAB FOUNDATION IN SUPPORT OF GII GOOD ASSETS PROJECT. IT SUPPORTS FINANCIAL STRENGTHENING INCLUDING FINANCIAL EDUCATION, FINANCIAL COACHING, DEBT AWARENESS, AND ASSET BUILDING. THE GRANT WILL SERVE 300 EMPLOYEES AND PROGRAM PARTICIPANTS OVER THE 2 YEAR PERIOD. THIS IS A TWO YEAR $ 450,000 GRANT (MARCH 2010-MARCH 2012). GII RECEIVED $ 125,000 OVER THE GRANT PERIOD. THIS GRANT IS PILOTED AT GOODWILL INDUSTRIES CENTRAL INDIANA, INC (GICI) WHO RECEIVED $ 325,000 OF THE GRANT. WALMART FOUNDATION: BEYOND JOBS IS A $2,500,000 NATIONAL PROGRAM BY GII TO IMPLEMENT A COMPREHENSIVE CAREER DEVELOPMENT SERVICES PROGRAM FOR SINGLE MOTHERS IN FIVE U.S. METROPOLITAN AREAS. THE PROGRAM INCLUDES JOB TRAINING AND RETENTION SERVICES, AS WELL AS WRAP-AROUND FAMILY SUPPORTS WITH FOCUS ON MEETING THE NEEDS OF LOCAL INDUSTRY SO THAT PARTICIPANTS CAN LEVERAGE SUSTAINABLE RESOURCES VIA CAREERS. THIS TWO YEAR PROGRAM, AWARDED IN JUNE 2010, IS FUNDED BY THE WAL-MART FOUNDATION. CASEY FOUNDATION: CASEY FOUNDATION - FAMILY STRENGTHENING AWARDS PROGRAM TO PROMOTE LOCAL G.I. PROGRAMS THAT CONNECT FAMILIES TO SERVICES, SUPPORT, RESOURCES AND ASSIST IN ACHIEVING ECONOMIC INDEPENDENCE. EXCESS EXPENSE OVER REVENUE INDICATES STAND IN MATCHING COSTS. MOTT MICROENTERPRISE: THE MOTT MICROENTERPRISE GRANT SUPPORTS GOODWILL'S PREPARATION TO CREATE A MODEL FOR REPLICATING MICROENTERPRISE IN THE GOODWILL NETWORK. GII RECEIVED NO COST EXTENSION THROUGH 12/31/2010 WITH AVAILABLE FUNDS FOR 2010 IN THE AMOUNT OF $112,373. THE GRANT WAS EXTENDED FURTHER AND ENDED ON FEBRUARY 28, 2011. LUMINA FOUNDATION: THE LUMINA FOUNDATION FOR EDUCATION AWARDED GII $250,000 WHICH WILL BE USED TO ACCELERATE THE DEVELOPMENT AND EXPANSION OF THE NATIONAL COMMUNITY COLLEGE - GOODWILL WORKFORCE DEVELOPMENT INITIATIVE. IN 2011, GII WAS AWARDED ADDITIONAL $400,000 TO EXPAND GOODWILL'S COMMUNITY COLLEGE CAREER COLLABORATION PROJECT. HURRICANE KATRINA: DISASTER RELIEF FUND (ANNUAL ACTIVITY) FOR HURRICANE KATRINA. 11118604 476827 18881795 DIRECT SERVICES TO GOODWILL MEMBERS:GOODWILL INDUSTRIES INTERNATIONAL, INC., FUNCTIONS AS A MEMBER ASSOCIATION, REPRESENTING THE NETWORK OF INDEPENDENT, COMMUNITY-BASED GOODWILL AGENCIES, AND PROVIDING PRODUCTS, SERVICES AND EXPERTISE THAT SUPPORT THE LOCAL GOODWILL ORGANIZATIONS. EACH LOCAL GOODWILL AGENCY IS AN AUTONOMOUS MEMBER OF GOODWILL INDUSTRIES INTERNATIONAL. THIS INDEPENDENCE IS THE CORNERSTONE OF GOODWILL'S SUCCESS FOR OVER 100 YEARS, AFFORDING THE LOCAL GOODWILL THE FLEXIBILITY TO RESPOND TO COMMUNITY NEEDS AND OPPORTUNITIES.AMONG THE DIRECT SERVICES TO LOCAL GOODWILL MEMBERS:- MISSION ADVANCEMENT AND BUSINESS CONSULTATIONS- ADVISORY TO LOCAL GOODWILL BOARDS OF DIRECTORS IN EXECUTIVE SEARCHES- LEARNING OPPORTUNITIES FOR LOCAL GOODWILL STAFF- PUBLIC WEBSITE, EXTRANET AND KNOWLEDGE RESOURCE- FINANCIAL AND MANAGEMENT ANALYSES - NATIONAL AND LOCAL MARKETING AND PUBLIC RELATIONS MATERIALS- GOODTRAK(TM) CLIENT TRACKING SOFTWARE SYSTEM- MEDIA RELATIONS AND MARKETING- BENCHMARKING RESEARCH- CONSULTATION AND TECHNICAL ASSISTANCE- MYGOODWILL EXTRANET FOR GOODWILL MEMBERS- PROFESSIONAL DEVELOPMENT PROGRAMS FOR EXECUTIVES AND SENIOR STAFF 5354413 34906 1470475 SUPPORT SERVICES TO GOODWILL MEMBERS:GOODWILL INDUSTRIES INTERNATIONAL, INC., FUNCTIONS AS A MEMBER ASSOCIATION, REPRESENTING THE NETWORK OF INDEPENDENT, COMMUNITY-BASED GOODWILL AGENCIES, AND PROVIDING PRODUCTS, SERVICES AND EXPERTISE THAT SUPPORT THE LOCAL GOODWILL ORGANIZATIONS. EACH LOCAL GOODWILL AGENCY IS AN AUTONOMOUS MEMBER OF GOODWILL INDUSTRIES INTERNATIONAL. THIS INDEPENDENCE IS THE CORNERSTONE OF GOODWILL'S SUCCESS FOR OVER 100 YEARS, AFFORDING THE LOCAL GOODWILL THE FLEXIBILITY TO RESPOND TO COMMUNITY NEEDS AND OPPORTUNITIES.AMONG THE SUPPORT SERVICES TO LOCAL GOODWILL MEMBERS:- BOARD AND GOVERNANCE SUPPORT- BUSINESS DEVELOPMENT - RESOURCE DEVELOPMENT- CONFERENCES AND LEARNING EVENTS- INTERNATIONAL DEVELOPMENT- STRATEGIC SOURCING PROGRAMS- PUBLIC POLICY AND GOVERNMENT RELATIONS- RESEARCH AND DATA ANALYSIS 49250318 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 104 0 1 144 1 1 1 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI LA X X JEFFREY MCCAW 2403335312 15810 INDIANOLA DRIVE ROCKVILLE MD 208552639 A GIDGET HOPF EDD 2.00 X X 0 0 0 WILLIAM J 'BILL' KACAL 2.00 X 0 0 0 DEBORAH ALVAREZ-RODRIGUEZ 2.00 X 0 0 0 J CARLOS ARTOLA 2.00 X 0 0 0 SUE BOHAICHUK 2.00 X 0 0 0 DENNIS BRICE 2.00 X 0 0 0 PETER C BRINCKERHOFF 2.00 X 0 0 0 PAUL CHAPIN 2.00 X X 0 0 0 KATHY CROSBY 2.00 X 0 0 0 DR JEFFREY GOLDEN 2.00 X 0 0 0 BRENDA GUMBS 2.00 X 0 0 0 TERRY HAYES 2.00 X 0 0 0 JAMES HAZY 2.00 X X 0 0 0 CHARLES LAYMAN 2.00 X 0 0 0 JIM MARTIN 2.00 X 0 0 0 JANET MCCARTHY 2.00 X 0 0 0 CATHERINE MELOY 2.00 X 0 0 0 TOMMY A MOORE 2.00 X X 0 0 0 JOHN OWEN 2.00 X 0 0 0 DENNIS PASTRANA 2.00 X 0 0 0 MARJORY PIZZUTI CE 2.00 X 0 0 0 MICHELLE QUINTYN 2.00 X 0 0 0 FLOYD WILSON JR 2.00 X 0 0 0 MICHELLE BELKNAP 2.00 X 0 0 0 PHIL BOYCE 2.00 X 0 0 0 DIANA L BURLEY 2.00 X 0 0 0 LARRY DEJARNETT 2.00 X 0 0 0 LARRY D ISHOL 2.00 X 0 0 0 BRIAN ITZKOWITZ 2.00 X 0 0 0 JEFFREY A VAN DOREN 2.00 X 0 0 0 CYNTHIA C BARNES 2.00 X 0 0 0 RAY BISHOP 2.00 X 0 0 0 JOHN H BRANNEN 2.00 X 0 0 0 LEW CHARTOCK 2.00 X 0 0 0 DAVID HADANI 2.00 X 0 0 0 LESLIE MANCUSO 2.00 X 0 0 0 DAVID POWLESS 2.00 X 0 0 0 MARVIN A TANCK 2.00 X 0 0 0 DONNA MILLER 2.00 X 0 0 0 JOHN WICKLAND 2.00 X 0 0 0 GIBBONS JAMES DAVID 40.00 X X 508171 0 217115 KROTONSKY STEVEN 40.00 X 242969 0 35668 MCCAW JEFFREY 40.00 X 172005 0 36211 ZIMMER KIMBERLY 40.00 X 187954 0 47617 BARRINGER DAVID 1.00 X 315277 0 21832 MARTIN CLARENCE 40.00 X 204380 0 33927 COPELAND WENDI 40.00 X 159017 0 23378 TANNOZZINI LUCY 40.00 X 164775 0 23064 BRANZELLE JUDITH 40.00 X 142614 0 30059 DOWNES PAUL 40.00 X 141567 0 30620 2238729 0 499491 35 0 1 0 FRED J SMITH 8598 MONTPELIER WAY SACRAMENTO CA 95823 CONSULTING SERVICES 200283 CAPITOL HILL PARTNERS LLC 513 CAPITOL COURT NE SUITE 100 WASHINGTON DC 20002 LOBBYING/ADVOCACY 110041 ALCORN WARD & PARTNERS INC 2771-29 MONUMENT RD 329 JACKSONVILLE FL 32225 CONSULTING SERVICES 104567 CORNERSTONE GOVERNMENT AFFAIRS LLC 300 INDEPENDENCE AVE SE WASHINGTON DC 20003 LOBBYING/ADVOCACY 102828 4 30424132 1486494 31910626 MEMBERSHIP DUES 900099 17922153 17922153 CONFERENCES, SEMINARS, 900099 928946 906079 22867 OTHER PROGRAM SERVICES 900099 678684 678684 STRATEGIC SOURCING CEN 541900 417013 417013 GOODTRAK 900099 405474 405474 20352270 152927 152927 297239 292079 5160 5160 9174 -4014 249039 249039 249039 249039 MISCELLANEOUS REVENUE 900099 12373 12373 12373 52682395 20329403 32041 410325 30241512 30241512 76504 76504 20191 20191 1797849 1512682 236796 48371 10253610 8502371 1489047 262192 557406 514241 25928 17237 1479063 1196503 231425 51135 849252 721452 106413 21387 162003 109322 52681 57120 10803 46317 265311 265311 26022 26022 2002927 1713323 269373 20231 166805 166805 385727 292435 90868 2424 346590 269624 76966 852970 459706 383139 10125 828369 756456 53227 18686 1445124 1333890 99083 12151 78416 26751 50427 1238 908110 625689 277842 4579 PROFESSIONAL DUES 431624 396915 25443 9266 EMPLOYEE RELATIONS 88910 37832 50644 434 BAD DEBT EXPENSE 78646 78646 RENTAL EXPENSE REPORTED -292079 -292079 53107982 49250318 3378208 479456 1374491 2062368 5235403 3354355 703111 528213 348743 460937 15149801 6469898 8627900 8679903 11001881 9952539 55000 55000 82868 78563 27429397 25171878 7027362 5453566 322469 377755 1860169 1811355 88598 51333 9298598 7694009 X 12586070 13085038 4358527 3216977 1186202 1175854 18130799 17477869 27429397 25171878 X -425587 -227343 X X 0 1 1 X 1 1 X 11154906 13448282 19025069 33407624 31910626 108946507 11154906 13448282 19025069 33407624 31910626 108946507 258027 108688480 821968 567814 511650 627473 471524 3000429 104165 2516 16325 16325 12373 151704 112098640 91954947 0.96960 0.94420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62048 386653 448701 52503010 52951711 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 312908 349430 365373 448701 1476412 250000 250000 250000 250000 1000000 1500000 42554 93518 62048 198120 1370182 15445 28378 1357249 1391904 11049 32771 1370182 1273372 143593 25061 1391904 1481461 -181327 26762 1273372 0.00000 0.87000 0.13000 0 0 1500000 1500000 8048999 2229012 5819987 5540802 4240886 1299916 60000 60000 8679903 SECURITY DEPOSIT 21883 CAPITAL LEASE OBLIGATIONS 29450 51333 52682395 53107982 -425587 -176157 -51186 -227343 -652930 54413376 -176157 1692267 240893 1757003 52656373 26022 26022 52682395 55066306 1692267 292079 1984346 53081960 26022 26022 53107982 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: GOODWILL'S ENDOWMENT FUNDS CONSIST OF: -- TEMPORARILY RESTRICTED NET ASSETS: NET ASSETS WHOSE USE HAS BEEN DONOR RESTRICTED BY SPECIFIED TIME OR PURPOSE LIMITATIONS. -- PERMANENTLY RESTRICTED NET ASSETS: MUST BE MAINTAINED IN PERPETUITY. IN ACCORDANCE WITH DONOR INSTRUCTIONS, GOODWILL MAY USE THE INTEREST AND DIVIDENDS, NET OF INVESTMENT FEES, EARNED ON PERMANENTLY RESTRICTED NET ASSETS FOR SPECIFIED PURPOSES. GOODWILL'S TEMPORARILY AND PERMANENTLY RESTRICTED FUNDS ARE USED TO FUND SPECIFIC PROGRAMS THAT ADVANCE OUR MISSION OF ENHANCING THE DIGNITY AND QUALITY OF LIFE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY ELIMINATING BARRIERS TO OPPORTUNITY AND HELPING PEOPLE IN NEED REACH THEIR FULLEST POTENTIAL THROUGH THE POWER OF WORK. GOODWILL'S RESTRICTED FUNDS CONSIST OF THE FOLLOWING: DOMESTIC ACTIVITIES -- FRANK K. FLEGAL EDUCATION AND TRAINING (ENDOWMENT) KENNETH K. KING TRAINING TRUST (ENDOWMENT) RICHARD AND LOIS ENGLAND (ENDOWMENT) ALUMNI CENTURY FUND ALUMNI TRAVEL FUND ANTHONY FAMILY FOUNDATION - FAMILY STRENGTHENING ANTHONY FAMILY FOUNDATION - COMMUNITY COLLEGE CHARLES SCHWAB - GOOD A$$ET$ DISASTER RELIEF FUND DISASTER RELIEF FUND - IKE DISASTER RELIEF FUND - INFRASTRUCTURE DULIN CEO RECRUITMENT AND TRAINING FUND DULIN SENIOR MANAGEMENT FUND DULIN STRATEGIC PLANNING FUND ELSINE KATZ FUND GOIZUETA FOUNDATION LUMINA FOUNDATION II MATTHEWS ENTREPRENEURIAL AWARD NATIONAL ASSEMBLY WORKS SUPPORT PUBLIC POLICY FUND ROBERT WATKINS AWARD FUND TORNADO RELIEF FUND TRACFONE WIRELESS, INC. WALMART FOUNDATION - BEYOND JOBS PROGRAM INTERNATIONAL ACTIVITIES -- BARKER EDUCATION (ENDOWMENT) GERALD CLORE TRAINING (ENDOWMENT) SIOUX CITY (ENDOWMENT) ASIA ASSOCIATIONS - GOING GLOBAL FUND CATERPILLAR FOUNDATION GOING GLOBAL FUND INTERNATIONAL FOUNDATION GRANT ZIMBABWE OAKLAND/PHILLIPPINE FUND REVOLVING NO - INTEREST LOAN FUND RUSSIA TRAINING FUND UMCOR GRANT FOR RUSSIA DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE FISCAL YEARS ENDED DECEMBER 31, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP -51,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII 292,079. UNREALIZED LOSS ON INTEREST RATE SWAP -51,186. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII 292,079. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM-RELATED SERVICES FOR MEMBERS VISIT KOREA GOODWILL AND CONDUCT MEETINGS 75190 EUROPE 0 0 PROGRAM-RELATED SERVICES FOR MEMBERS PRESENTATION AND PROFESSIONAL DEVELOPMENT 9989 NORTH AMERICA 0 0 PROGRAM-RELATED SERVICES FOR MEMBERS MEMBER VISITS, CERTIFICATION, CONSULTATION, GOODTRAK TRAINING, ARNOVA CONFERENCE 62920 SOUTH AMERICA 0 1 PROGRAM-RELATED SERVICES FOR MEMBERS INTERNATIONAL DEVELOPMENT, PARTNER MEETINGS 130337 0 1 0 0 0 1 278436 0 278436 NORTH AMERICA ASSOCIATION GRANT 19191 CHECK 1 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ALL GRANT AWARDS ARE ASSIGNED A UNIQUE COST CENTER IN THE GII GENERAL LEDGER SYSTEM. EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER WHO IS RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS SPECIFIED BY THE GRANT AWARD. WHEN GII MAKES SUB AWARDS TO MEMBER GOODWILLS TO CARRY OUT CERTAIN GRANT FUNDED PROGRAMS, AN AGREEMENT IS SIGNED BETWEEN GII AND THE SUB RECIPIENT. THE AGREEMENT SPECIFIES ALL OF THE REQUIREMENTS OF THE ORIGINAL AWARD AND THE REPORTING REQUIREMENTS OF THE SUB RECIPIENT TO GII. MONTHLY REPORTS ARE RECEIVED FROM THE SUB RECIPIENTS, REVIEWED BY PROGRAM AND FINANCIAL STAFF, AND ENTERED INTO THE GII GENERAL LEDGER SYSTEM WHEN APPROVED. FOLLOWING IS AN EXPLANATION OF 2011 GRANTS AND AWARDS: ASSOCIATION GRANTS: THE ASSOCIATION GRANT PROGRAM IS INTENDED TO GENERATE ACTION THAT WILL STIMULATE THE STRENGTHENING OF ASSOCIATIONS' ABILITY TO COLLABORATE AND REACH CONSENSUS ON ISSUES OF IMPORTANCE TO THE BROAD GOODWILL COMMUNITY. 1 GOODWILL INDUSTRIES OF THE VALLEYS INC 2502 MELROSE AVE NW ROANOKE VA 24017 540884014 501(C)(3) 4115558 DOJ GOODGUIDES GRANT; DOL SCSEP GRANT; LUMINA FND GOODWILL INDUSTRIES OF TACOMA INC 714 S 27TH ST TACOMA WA 98409 910573106 501(C)(3) 3282174 DOJ GOODGUIDES; DOL SCSEP;GOOD PROSPECTS; LUMINA FND GOODWILL INDUSTRIES OF KEYSTONE AREA INC 1150 GOODWILL DR HARRISBURG PA 17101 231365338 501(C)(3) 2505197 DOJ GOODGUIDES ; DOL SCSEP GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893605 501(C)(3) 2426084 DOJ GOODGUIDES GRANT; DOL SCSEP GRANT; CHARLES SCHWAB GOOD ASSETS GOODWILL INDUSTRIES OF NEW MEXICO INC 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 850107916 501(C)(3) 2224781 DOL SCSEP GRANT; DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF CENTRAL ARIZONA INC 417 NORTH 16TH ST PHOENIX AZ 85006 860104415 501(C)(3) 2158196 DOL SCSEP GRANT;PATHWAY OUT OF POVERTY; GOOD PROSPECTS GOODWILL INDUSTRIES OF NORTH GEORGIA INC 235 PEACHTREE ST N TWR STE 2300 ATLANTA GA 30303 208351046 501(C)(3) 1141491 AMERICORPS GRANT,PATHWAY OUT OF POVERTY,GOODGUIDES; BEYOND JOBS, MOTT MICROENTERPRISE GRANT GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC PO BOX 668768 CHARLOTTE NC 28266 560844639 501(C)(3) 970512 DOJ GOODGUIDES GRANT, PATHWAY OUT OF POVERTY; LUMINA FND GOODWILL INDUSTRIES OF CENTRAL TEXAS 1015 NORWOOD PARK BLVD AUSTIN TX 78753 741322808 501(C)(3) 865125 DOJ GOODGUIDES GRANT;PATHWAY OUT OF POVERTY; LUMINA FND GOODWILL IND OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVE NE WASHINGTON DC DC 20018 530196588 501(C)(3) 615517 PATHWAY OUT OF POVERTY; LUMINA FND GOODWILL INDUSTRIES OF GREATER GRAND RAPIDS INC 3035 PRAIRIE ST SW GRANDVILLE MI 49418 386113049 501(C)(3) 421984 PATHWAY OUT OF POVERTY; LUMINA FND GOODWILL IND OF GREATER NY & NORTHERN NEW JERSEY 4-21 27TH AVENUE ASTORIA NY 11102 131641068 501(C)(3) 417060 DOJ GOODGUIDES GRANT, BEYOND JOBS GRANT MORGAN MEMORIAL GOODWILL INDUSTRIES 1010 HARRISON AVE BOSTON MA 02119 042106765 501(C)(3) 363400 DOJ GOODGUIDES GRANT; BEYOND JOBS GOODWILL IND OF NORTH LOUISIANA 800 W 70TH ST SHREVEPORT LA 71106 720460816 501(C)(3) 337513 DOJ GOODGUIDES GRANT,GOOD PROSPECTS LAND OF LINCOLN GOODWILL IND 800 N 10TH ST SPRINGFIELD IL 62702 370661254 501(C)(3) 306005 DOJ GOODGUIDES GRANT, GOOD PROSPECTS; LUMINA FND GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 353 CUMBERLAND AVE PORTLAND ME 04101 010284340 501(C)(3) 287317 DOJ GOODGUIDES GRANT; GOOD PROSPECTS; LUMINA FND GOODWILL SERVING THE PEOPLE OF SOUTHERN LOS ANGELES CO 800 PACIFIC COAST HIGHWAY LONG BEACH CA 90806 951644017 501(C)(3) 257775 BEYOND JOBS GRANT GOODWILL IND OF CENTRAL FLORIDA 7531 S ORANGE BLOSSOM TRAIL ORLANDO FL 32809 590908166 501(C)(3) 186811 DOJ GOODGUIDES GRANT GOODWILL DE & DE COUNTY 300 E LEA BLVD WILMINGTON DE 19802 510064311 501(C)(3) 182262 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF WESTERN CONNECTICUT 165 OCEAN TERR BRIDGEPORT CT 06605 060662111 501(C)(3) 178976 DOJ GOODGUIDES GRANT GOODWILL IND OF MIDDLE TENNESSEE 1015 HERMAN ST NASHVILLE TN 37208 620599413 501(C)(3) 172568 GOOD PROSPECTS GOODWILL EASTER SEALS OF THE GULF COAST 2448 GORDON SMITH DR MOBILE AL 36617 630363472 501(C)(3) 170755 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES WALL STREET MISSION 3100 WEST 4TH ST SIOUX CITY IA 51103 420727509 501(C)(3) 169260 DOJ GOODGUIDES GRANT; LUMINA FND GULFSTREAM GOODWILL INDUSTRIES 1715 TIFFANY DR E WEST PALM BEACH FL 33407 591197040 501(C)(3) 167808 DOJ GOODGUIDES GRANT CHATTANOOGA GOODWILL IND INC 3500 DODDS AVE CHATTANOOGA TN 37407 620544853 501(C)(3) 165956 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF ASHTABULA INC PO BOX 2926 ASHTABULA OH 44005 340753526 501(C)(3) 165181 DOJ GOODGUIDES GRANT GOODWILL IND OF KANSAS 3636 N OLIVER WICHITA KS 67220 480673284 501(C)(3) 164942 DOJ GOODGUIDES GRANT, LUMINA FND GOODWILL IND OF SOUTHERN CALIFORNIA 342 SAN FERNANDO RD LOS ANGELES CA 90031 951641441 501(C)(3) 163974 DOJ GOODGUIDES GRANT GOODWILL IND OF CENTRAL ILLINOIS INC 2319 E WAR MEMORIAL DR PEORIA IL 61614 370673521 501(C)(3) 163735 DOJ GOODGUIDES GRANT LICKINGKNOX GOODWILL INDUSTRIES INC 65 S 5TH ST NEWARK OH 43058 310921782 501(C)(3) 162637 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA 4940 BAYLINE DR N FORT MYERS FL 33917 596196141 501(C)(3) 161924 DOJ GOODGUIDES GRANT; CASEY FND; LUMINA FND GOODWILL INDUSTRIES OF MID-MICHIGAN INC 501 S AVERILL AVE FLINT MI 48506 381358009 501(C)(3) 161631 DOJ GOODGUIDES GRANT OHIO VALLEY GOODWILL INDUSTRIES 10600 SPRINGFIELD PIKE CINCINNATI OH 45215 310554062 501(C)(3) 161488 DOJ GOODGUIDES GRANT GOODWILL OF SOUTHWESTERN PA 2600 EAST CARSON ST PITTSBURGH PA 15203 251098928 501(C)(3) 158447 DOJ GOODGUIDES GRANT GOODWILL IND OF SOUTHWEST OKLAHOMA & NORTH TEXAS 1210 SW SUMMIT AVE LAWTON OK 73501 730675119 501(C)(3) 157384 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO INC 462 E SECOND ST CHILLICOTHE OH 45601 310917970 501(C)(3) 155899 DOJ GOODGUIDES GRANT GOODWILL EASTER SEALS MIAMI VALLEY 1511 KUNTZ RD DAYTON OH 45404 310537112 501(C)(3) 155617 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIS OF GREATER DETROIT 3111 GRAND RIVER AVE DETROIT MI 48208 381362823 501(C)(3) 155050 BEYOND JOBS GRANT GOODWILL INDUSTRIES OF WY INC 612 W 17TH ST CHEYENNE WY 82001 830207663 501(C)(3) 152815 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF MONOCACY VALLEY INC 400 EAST CHURCH ST FREDERICK MD 21701 237047548 501(C)(3) 152155 DOJ GOODGUIDES GRANT; LUMINA FND YOUNGSTOWN AREA GOODWILL IND INC 2747 BELMONT AVE YOUNGSTOWN OH 44505 340714576 501(C)(3) 151536 DOJ GOODGUIDES GRANT GOODWILL IND OF W MICHIGAN INC 271 E APPLE AVE MUSKEGON MI 49442 381357148 501(C)(3) 150707 DOJ GOODGUIDES GRANT MERSMISSOURI GOODWILL IND 1727 LOCUST ST ST LOUIS MO 63106 430652657 501(C)(3) 149545 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES INC E NEBRASKA & SW IOWA 1111 S 41ST ST OMAHA NE 68105 470378996 501(C)(3) 149463 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF SOUTH TEXAS 2961 S PORT AVE CORPUS CHRISTI TX 78405 741223056 501(C)(3) 148413 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF DENVER 6850 N FEDERAL BLVD DENVER CO 80221 840405513 501(C)(3) 146556 DOJ GOODGUIDES GRANT GOODWILL IND OF THE INLAND NORTHWEST 130 E 3RD AVE SPOKANE WA 99202 910597006 501(C)(3) 146157 DOJ GOODGUIDES GRANT GOODWILL IND OF THE COASTAL EMPIRE 7220 SALLIE MOOD DR SAVANNAH GA 31406 586046795 501(C)(3) 145783 DOJ GOODGUIDES GRANT EASTER SEALS-GOODWILL NORTHERN ROCKY MOUNTAIN 4400 CENTRAL AVE GREAT FALLS MT 59405 810232125 501(C)(3) 145240 DOJ GOODGUIDES GRANT; GOODWILL IND OF SOUTHERN ARIZONA 1940 E SILVERLAKE TUCSON AZ 85713 860223401 501(C)(3) 144978 DOJ GOODGUIDES GRANT GOODWILL IND OF CENTRAL EAST TEXAS INC 301 HILL ST LUFKIN TX 75904 752204594 501(C)(3) 144827 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF ARKANSAS 1110 WEST 7TH ST LITTLE ROCK AR 72201 710236903 501(C)(3) 144645 DOJ GOODGUIDES GRANT, LUMINA FND GOODWILL IND OF NORTH EASTERN PENNSYLVANIA 925 PROSPECT AVE SCRANTON PA 18505 240800938 501(C)(3) 144288 DOJ GOODGUIDES GRANT OKLAHOMA GOODWILL IND INC PO BOX 2780 OKLAHOMA CITY OK 73101 730641590 501(C)(3) 140363 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF KYOWVA AREA INC PO BOX 7365 HUNTINGTON WV 25776 237374240 501(C)(3) 140175 DOJ GOODGUIDES GRANT; LUMINA FND GOODWILL IND OF THE CONEMAUGH VALLEY INC 540-542 CENTRAL AVE JOHNSTOWN PA 15902 251115026 501(C)(3) 138816 DOJ GOODGUIDES GRANT; LUMINA FND GOODWILL INDUSTRIES OF THE UPSTATEMIDLAND SOUTH SC 115 HAYWOOD RD GREENVILLE SC 29607 570564001 501(C)(3) 138356 DOJ GOODGUIDES GRANT, CASEY FND GOODWILL IND OF SOUTHEASTERN LOUISIANA 3400 TULANE AVE NEW ORLEANS LA 79119 720546906 501(C)(3) 137911 DOJ GOODGUIDES GRANT; HURRICANE KATRINA GRANT GOODWILL INDUSTRIES-SOUTHCOAST INC 10596 GANDY BLVD ST PETERSBURG FL 33702 590718492 501(C)(3) 136530 DOJ GOODGUIDES GRANT GOODWILL IND OF NORTH FLORIDA INC 4527 LENOX AVE JACKSONVILLE FL 32205 590637858 501(C)(3) 135383 DOJ GOODGUIDES GRANT GOODWILL IND OF SC MONTEREY & SLO 350 ENCINAL STREET SANTA CRUZ CA 95060 941254638 501(C)(3) 132165 GOOD PROSPECTS GOODWILL IND OF NORTHWEST NORTH CAROLINA 2701 UNIVERSITY PKWY WINSTONSALEM NC 27115 560588474 501(C)(3) 130318 DOJ GOODGUIDES GRANT GOODWILL INDUSTRIES OF SOUTH CENTRAL CA 4901 STINE RD BAKERSFIELD CA 93313 770129283 501(C)(3) 74072 DOJ GOODGUIDES GRANT SOUTHEAST ASSOCIATION OF GOODWILLS 2407 31TH STREET GULFPORT MS 39501 640547585 501(C)(3) 48923 ASSOCIATION GRANT OHIO ASSOCIATION OF GOODWILL IND PO BOX 93 CHILLICOTHE OH 45601 237296009 501(C)(3) 46649 ASSOCIATION GRANT TEXAS ASSOC OF GOODWILLS 10040 CIRCLEVIEW AUSTIN TX 78733 742972090 501(C)(3) 41335 ASSOCIATION GRANT COUNCIL OF CALIFORNIA GW IND 1080 NORTH 7TH STREET SAN JOSE CA 95112 237102688 501(C)(3) 39859 ASSOCIATION GRANT NORTH CENTRAL GOODWILL ASSOCIAITON 4900 NE 22ND STREET DES MOINES IA 50313 420764469 501(C)(3) 32477 ASSOCIATION GRANT NORTHEAST REGIONAL ASSN-EASTER SEALS GOODWILL IND REHAB CTR 95 HAMILTON STREET NEW HAVEN CT 06511 237431264 501(C)(3) 31001 ASSOCIATION GRANT GOODWILL ASSN OF MICHIGAN-GOODWILL OF GREATER GRAND RAPIDS PO BOX 426 PENTWATER MI 49449 383474383 501(C)(3) 29525 ASSOCIATION GRANT MAGIC PO BOX 905 FREDERICKSBURG VA 22404 900147552 501(C)(3) 26572 ASSOCIATION GRANT NW REGION-GOODWILL IND OF LANE COUNTY 855 SENECA ROAD EUGENE OR 97402 930572370 501(C)(3) 26572 ASSOCIATION GRANT FLORIDA GOODWILL ASSOCIATION 1715 TIFFANY DRIVE E WEST PALM BEACH FL 33407 311667466 501(C)(3) 23620 ASSOCIATION GRANT VIRGINIA GOODWILL NETWORK INC PO BOX 905 FREDERICKSBURG VA 22404 141993959 501(C)(3) 17715 ASSOCIATION GRANT GOODWILL KEYSTONE AREA 1150 GOODWILL DRIVE HARRISBURG PA 17101 231365338 501(C)(3) 16239 ASSOCIATION GRANT GOODWILL SERVING EASTERN NEBRESKA & SOUTHWEST IOWA 4805 N 72ND STREET OMAHA NE 68134 470378996 501(C)(3) 11810 ASSOCIATION GRANT GOODWILL IND OF SOUTHWEST OKLAHOMA & NORTH TEXAS INC 1210 SUMMIT AVE LAWTON OK 73501 730675119 501(C)(3) 8857 ASSOCIATION GRANT STATE OF ARIZONA GOODWILL ASSN-GOODWILL IND OF SOUTHERN AZ 1940 E SILVERLAKE RD STE 405 TUCSON AZ 85713 860223401 501(C)(3) 8857 ASSOCIATION GRANT GOODWILL IND OF SAN ANTONIO 406 W COMMERCE ST SAN ANTONIO TX 78207 741238444 501(C)(3) 8500 CASEY FND, LUMINA FND GEORGIA GOODWILL ASSOCIATION 2601 CROSS COUNTRY DR COLUMBUS GA 31906 010709306 501(C)(3) 7175 ASSOCIATION GRANT GOODWILL IND OF LANE AND SOUTH COAST COUNTIES 855 SENECA RD EUGENE OR 97402 930572370 501(C)(3) 6500 CASEY FND GOODWILL INDUSTRIES OF TACOMA 714 SOUTH 27TH ST TACOMA WA 98409 910573106 501(C)(3) 6415 KENNETH SHAW GII GRADUATE OF THE YEAR AWARD GOODWILL INDUSTRIES OF THE INLAND NORTHWEST 130 EAST THIRD AVE SPOKANE WA 99202 910597006 501(C)(3) 6415 GII ACHIEVER OF THE YEAR AWARD COLORADO GOODWILLS PO BOX 6300 COLORADO SPRINGS CO 80934 841386321 501(C)(3) 5905 ASSOCIATION GRANT IOWA ASSOCIATION 4900 NE 22ND ST DES MOINES IA 50313 420764469 501(C)(3) 5905 ASSOCIATION GRANT 85 0 TRAVEL ASSISTANCE 19 32000 TRAVEL ASSISTANCE TO GII SPONSORED ADVOCACY DAY 4/11 REGISTRATION FEES 24 8597 FMV REGISTRATION FEES FOR ATTENDING GII SPONSORED EVENTS REGISTRATION FEES 12 7248 REGISTRATION FEES FOR ATTENDING GII SPONSORED EVENTS TRAINING AND TRAVEL 16 12159 GII SPONSORED GRANT CONFERENCES/TRAINING ROBERT E. & CHARLOTTE WATKINS AWARD 1 2500 MATTHEWS ENTREPRENEURIAL AWARD 1 4000 GERALD L. CLORE INTERNATIONAL AWARD 1 1000 J.D. ROBINS JR. DISTINGUISHED CAREER AWARD 1 1000 KENNETH SHAW GII GRADUATE OF THE YEAR AWARD 1 1000 KENNETH K. KING MANAGEMENT AWARD 1 5000 ELSINE KATZ VOLUNTEER LEADER OF THE YEAR AWARD 1 500 P.J. TREVETHAN AWARD 1 500 GII ACHIEVER OF THE YEAR AWARD 1 1000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANT AWARDS ARE ASSIGNED A UNIQUE COST CENTER IN THE GII GENERAL LEDGER SYSTEM. EACH GRANT IS ASSIGNED TO A PROGRAM MANAGER WHO IS RESPONSIBLE FOR FOLLOWING THE GRANT BUDGET AND ACHIEVING THE GOALS SPECIFIED BY THE GRANT AWARD. WHEN GII MAKES SUB AWARDS TO MEMBER GOODWILLS TO CARRY OUT CERTAIN GRANT FUNDED PROGRAMS, AN AGREEMENT IS SIGNED BETWEEN GII AND THE SUB RECIPIENT. THE AGREEMENT SPECIFIES ALL OF THE REQUIREMENTS OF THE ORIGINAL AWARD AND THE REPORTING REQUIREMENTS OF THE SUB RECIPIENT TO GII. MONTHLY REPORTS ARE RECEIVED FROM THE SUB RECIPIENTS, REVIEWED BY PROGRAM AND FINANCIAL STAFF, AND ENTERED INTO THE GII GENERAL LEDGER SYSTEM WHEN APPROVED. GII DRAWS AND DISBURSES THE GRANT FUNDS ACCORDING TO THE SPECIFICATIONS OF THE GRANT AGREEMENT. GII ALSO MAKES PERIODIC REPORTS TO THE FUNDING FOUNDATION OR GOVERNMENT AGENCY AS REQUIRED BY THE GRANT AGREEMENT. GII PROGRAM AND ACCOUNTING STAFF MAKE MONITORING VISITS TO THE SUB RECIPIENTS, USUALLY ON AN ANNUAL BASIS, TO REVIEW THE PROGRAM OUTCOMES AND FINANCIAL RECORDING OF THE PROGRAM EXPENDITURES. FOLLOWING IS AN EXPLANATION OF 2011 GRANTS AND AWARDS: ASSOCIATION GRANTS: THE ASSOCIATION GRANT PROGRAM IS INTENDED TO GENERATE ACTION THAT WILL STIMULATE THE STRENGTHENING OF ASSOCIATIONS' ABILITY TO COLLABORATE AND REACH CONSENSUS ON ISSUES OF IMPORTANCE TO THE BROAD GOODWILL COMMUNITY. DOL SCSEP GRANTS: SUBGRANT FOR IMPLEMENTATION OF SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM. DOJ GOODGUIDES GRANTS: CREATE JOBS, EXPAND EXISTING MENTORING SERVICES AND CREATE NEW MENTORING SERVICES TO REPLICATE EFFECTIVE MENTORING PRACTICES WITHIN GOODWILLS TO REACH AT RISK YOUTH AT 56 LOCATIONS IN 38 STATES. ROBERT E. AND CHARLOTTE WATKINS AWARD: RECOGNIZES A STAFF MEMBER OF LOCAL GOODWILL INDUSTRIES WHO DEMONSTRATES GOODWILL'S MISSION IN THEIR DAILY WORK IN A CONTINUED AND OUTSTANDING MANNER. MATTHEWS ENTREPRENEURIAL AWARD: RECOGNIZES A LOCAL GOODWILL CEO WHO DEMONSTRATES OVER TIME AN ENTREPRENEURIAL SPIRIT AND ACCOMPLISHMENTS TO FURTHER GOODWILL'S MISSION AND JOB GROWTH THROUGH THE CREATION AND INNOVATION OF GOODWILL BUSINESSES. ELSINE KATZ VOLUNTEER LEADER OF THE YEAR AWARD: RECOGNIZES A LOCAL GOODWILL VOLUNTEER WHO EXEMPLIFIES OUTSTANDING COMMITMENT TO GOODWILL'S MISSION THROUGH VOLUNTEER CONTRIBUTIONS OF TIME AND TALENTS TO GOODWILL'S SERVICES AND BUSINESS OPERATIONS. P.J. TREVETHAN AWARD: RECOGNIZES A LOCAL GOODWILL CEO WHO DEMONSTRATES COMMITMENT TO THE CONTINUED PERSONAL GROWTH OF THE GOODWILL'S EMPLOYEES AND OTHERS THROUGH TRAINING, PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND OTHER MEANS. J.D. ROBINS JR. DISTINGUISHED CAREER AWARD: RECOGNIZES A LOCAL GOODWILL CEO WHO CONTRIBUTES TO GOODWILL'S GROWTH IN MISSION, BUSINESS AND SERVICES OVER MANY YEARS IN AN EXECUTIVE POSITION. GERALD L. CLORE INTERNATIONAL AWARD: RECOGNIZES A LOCAL GOODWILL CEO FOR OUTSTANDING CONTRIBUTIONS TO GOODWILL'S GROWTH AND DEVELOPMENT IN ONE OR MORE COUNTRIES OUTSIDE OF NORTH AMERICA. GII ACHIEVER OF THE YEAR AWARD: RECOGNIZES A PERSON RECEIVING SERVICES IN A LOCAL GOODWILL INDUSTRIES FOR THEIR PERSONAL ACHIEVEMENT AND GROWTH RELATED TO THEIR CAREER DEVELOPMENT. KENNETH SHAW GII GRADUATE OF THE YEAR AWARD: RECOGNIZES A PERSON WHO ONCE RECEIVED SERVICES WITHIN A GOODWILL, BUT WHO HAS NOW GRADUATED TO EMPLOYMENT IN THE COMMUNITY FOR THEIR PERSONAL ACHIEVEMENT AND GROWTH RELATED TO THEIR CAREER DEVELOPMENT. KENNETH K. KING MANAGEMENT AWARD: RECOGNIZES A LOCAL GOODWILL INDUSTRIES CEO FOR THEIR OUTSTANDING EXECUTIVE LEADERSHIP AND MANAGEMENT SUCCESS AS A GOODWILL LEADER WITH AT LEAST FIVE YEARS OF SERVICE. X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 GIBBONS JAMES DAVID 413278 0 60000 0 34893 0 194138 0 27001 0 729310 0 0 0 KROTONSKY STEVEN 212212 0 10000 0 20757 0 23533 0 14991 0 281493 0 0 0 MCCAW JEFFREY 162523 0 8000 0 1482 0 17733 0 21361 0 211099 0 0 0 ZIMMER KIMBERLY 176758 0 10000 0 1196 0 20640 0 29976 0 238570 0 0 0 BARRINGER DAVID 8728 0 3000 0 303549 0 2867 0 19234 0 337378 0 79656 0 MARTIN CLARENCE 197768 0 3000 0 3612 0 21142 0 15525 0 241047 0 0 0 COPELAND WENDI 149176 0 8000 0 1841 0 16003 0 9047 0 184067 0 0 0 TANNOZZINI LUCY 154073 0 8000 0 2702 0 16489 0 8392 0 189656 0 0 0 BRANZELLE JUDITH 138372 0 3000 0 1242 0 14270 0 18022 0 174906 0 0 0 DOWNES PAUL 137698 0 3000 0 869 0 14037 0 19266 0 174870 0 0 0 PART I, LINE 1A STEVEN KROTONSKY, GOODWILL'S COO, WAS PROVIDED A GROSS-UP OF $16,882 FOR COMMUTING EXPENSES. ALL AMOUNTS WERE APPROPRIATELY INCLUDED IN HIS FORM W-2. JAMES D. GIBBONS, GOODWILL'S CEO, IS BLIND, AND ACCORDINGLY IS PROVIDED WITH AN AUTOMOBILE TRANSPORTATION SERVICE. ALL AMOUNTS WERE APPROPRIATELY INCLUDED AS TAXABLE INCOME IN HIS FORM W-2. PART I, LINE 4A DAVID BARRINGER - $197,802 SEVERANCE PAY, $25,965 ACCRUED VACATION AND $79,657 IN SECTION 457(B) DEFERRED COMPENSATION. MARYLAND ECONOMIC DEVELOPMENT CORPORATION 521376562 574205ER7 2004-01-15 3700000 PURCHASE OF LAND AND BUILDING AT 15810 INDIANOLA DR. ROCKVILLE, MD 0 0 0 1700000 2100000 86096 2100000 2004 1 0 1 1 0 0 0 0 1 0 1 1 SUNTRUST 7.000000000000 0 0 0 0 0 X EXPLANATION OF CURRENT REFUNDING ISSUE: THE ORIGINAL BOND ISSUE AMOUNT WAS $3,700,000. PRIOR TO THE BONDS' REFUNDING ON MARCH 23, 2010, $1,600,000 IN BOND PRINCIPAL HAD BEEN PAID DOWN. THE BONDS WERE REFUNDED BY SUNTRUST BANK, IN THE AMOUNT OF $2,100,000. THROUGH THE END OF 2011, AN ADDITIONAL $100,000 IN PRINCIPAL HAS BEEN PAID. FORM 990, PART VI, SECTION A, LINE 6 ACCORDING TO GOODWILL'S BYLAWS, GOODWILL'S MEMBERS WHICH ARE LOCAL GOODWILL INDUSTRIES CORPORATIONS MUST USE THE WORDS 'GOODWILL' OR 'GOODWILL INDUSTRIES' CONSPICUOUSLY IN THEIR CORPORATE NAME, IN ALL THEIR ACTIVITIES AND PUBLICITY, AND WHICH HAVE PETITIONED FOR, AND HAVE BEEN ELECTED TO, MEMBERSHIP IN THE CORPORATION BY ITS BOARD OF DIRECTORS. THERE SHALL BE TWO CATEGORIES OF MEMBERS: (1) ORGANIZATIONAL MEMBERS, AND (2) AFFILIATE ORGANIZATIONS. ORGANIZATIONAL MEMBERS SHALL INCLUDE ALL MEMBERS IN THE UNITED STATES AND CANADA AND ANY OTHER MEMBERS, WHICH APPLY FOR AND ARE FOUND ELIGIBLE UNDER THE REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS. COMPRISED INTERNATIONAL AFFILIATED ORGANIZATIONS OUTSIDE US AND CANADA WHEREBY AGREEMENTS ARE IN PLACE THAT ARE REVIEWED BY THE BOARD INTERNATIONAL DEVELOPMENT COMMITTEE AND EXECUTED BY MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 7A THE DELEGATE ASSEMBLY (COMPRISED OF THE LOCAL CEO OR A MEMBER OF THEIR STAFF, AND A LOCAL BOARD MEMBER) ELECTS PUBLIC/PRIVATE BOARD MEMBERS; THE CONFERENCE OF EXECUTIVES (COMPRISED OF MEMBER CEOS) ELECTS THE MEMBERS OF THE EXECUTIVE COUNCIL, WHICH ARE EX OFFICIO MEMBERS OF THE BOARD. THE IMMEDIATE PAST BOARD CHAIR WILL REMAIN AS A VOTING MEMBER OF THE BOARD (BOARD CHAIRS ARE SELECTED BY THE BOARD OF DIRECTORS). FORM 990, PART VI, SECTION A, LINE 7B THE DELEGATE ASSEMBLY, ACCORDING TO THE BYLAWS, "SHALL ELECT THE BOARD OF DIRECTORS, FIX THE DUES OF THE CORPORATION'S ORGANIZATIONAL MEMBERS, VOTE UPON PROPOSED AMENDMENTS TO THE BYLAWS, VOTE UPON PROPOSED CHANGES TO THE TERRITORY POLICY, AND VOTE UPON REQUIREMENTS FOR ORGANIZATIONAL MEMBERSHIP." ADDITIONALLY, THE DELEGATE ASSEMBLY HAS THE RIGHT TO VOTE ON THE FOLLOWING: MATERIAL MODIFICATIONS OR ADDITIONS TO GOODWILL'S REQUIREMENTS FOR MEMBERSHIP OF ITS ORGANIZATIONAL MEMBERS. ANY SUCH MODIFICATION OR ADDITION MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE DELEGATE ASSEMBLY. FORM 990, PART VI, SECTION B, LINE 11 ONCE THE FORM 990 HAS BEEN FINALIZED, GOODWILL'S AUDIT COMMITTEE REVIEWS, DISCUSSES, AND VOTES TO ACCEPT. THE COMMITTEE-APPROVED FORM 990 IS THEN: (A) DISTRIBUTED TO THE FULL BOARD AS PART OF BOARD MEETING MATERIALS, AND (B) OFFERED FOR APPROVAL AS PART OF THE BOARD'S "CONSENT AGENDA." THE CONSENT AGENDA IS A LISTING OF ITEMS WHICH ARE APPROVED ALL AT ONCE. ANY BOARD MEMBER MAY REMOVE ANY ITEM ON THE CONSENT AGENDA AT ANY TIME FOR LATER DISCUSSION BEFORE THE APPROVAL VOTE IS TAKEN. ACCORDINGLY, ANY QUESTIONS OR ISSUES THAT ANY BOARD MEMBER MAY HAVE WITH THE FORM 990 WILL BE DISCUSSED. IT IS EACH BOARD MEMBER'S RESPONSIBILITY TO REVIEW THE FORM 990 IN SUFFICIENT DETAIL SO AS TO BRING ANY QUESTIONS OR CONCERNS TO THE TABLE BEFORE APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL REQUIRES EVERY BOARD MEMBER AND EVERY EMPLOYEE TO FILL OUT AND RETURN AN ANNUAL CONFLICT OF INTEREST CHECKLIST. THE COMPLETED CHECKLISTS ARE THEN REVIEWED FOR ITEMS OF CONFLICT. ITEMS NOTED AS A POTENTIAL CONFLICT, IF ANY, ARE REVIEWED BY BOTH THE AUDIT COMMITTEE AND GENERAL COUNSEL, AND APPROPRIATE ACTION IS TAKEN TO REMOVE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR, WE HIRE AN EXTERNAL COMPENSATION CONSULTANT TO SURVEY THE MARKETPLACE AND RETURN TO US MARKET DATA ON THE CEO POSITION. THIS POSITION IS MATCHED WITH OTHER SIMILAR POSITIONS IN NON-PROFIT ORGANIZATIONS WITH SIMILAR REVENUES AS GOODWILL INDUSTRIES INTERNATIONAL, INC. FOR THE CEO POSITION, BOTH BASE PAY AND TOTAL COMPENSATION PAY ARE COMPARED. TOTAL COMPENSATION INCLUDES BASE PAY, BONUS PAY, AND DEFERRED COMPENSATION. FOR THE REVIEW OF THE CEO'S PERFORMANCE, THE RESULTS FROM GOALS WHICH WERE ESTABLISHED AT THE BEGINNING OF THE PERIOD ARE REVIEWED. IN ADDITION, A SURVEY REGARDING ASPECTS OF THE CEO'S PERFORMANCE IS SENT OUT TO ALL BOARD MEMBERS TO COMPLETE AND THE RESULTS ARE COMPILED BY AN EXTERNAL COMPENSATION CONSULTANT AND FORWARDED TO THE CHAIR OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE USES THE RESULTS FROM THE GOALS AND THE RESULTS FROM THE COMPILED PERFORMANCE SURVEY TO RECOMMEND TO THE BOARD OF DIRECTORS AN INCREASE IN PAY AND BONUS PAYMENT THAT IS WITHIN THE MARKET COMPENSATION RANGES FOR COMPARABLE COMPENSATION FOR THE CEO POSITION. THE CEO'S CHANGE IN COMPENSATION AND BONUS, IF ANY, IS EFFECTIVE JUNE 1ST. FOR OFFICERS AND KEY EMPLOYEES, POSITIONS ARE MATCHED WITH OTHER SIMILAR POSITIONS IN NON-PROFIT ORGANIZATIONS WITH SIMILAR REVENUES AS GOODWILL INDUSTRIES INTERNATIONAL, INC. THE POSITIONS REVIEWED ARE: CHIEF OPERATING OFFICER, CHIEF COMMUNICATIONS OFFICER & SENIOR VP GLOBAL AFFAIRS, CHIEF FINANCIAL OFFICER, AND THE VICE PRESIDENT OF HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPMENT. THE MARKET RANGES FOR BASE PAY AND BASE PLUS BONUS ARE PROVIDED TO THE COMPENSATION COMMITTEE FOR THESE POSITIONS BY AN EXTERNAL COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS THIS DATA AND APPROVES THE RANGES TO BE USED BY THE CEO IN DETERMINING THEIR BASE PAY PLUS BONUS. THEIR INCREASES AND BONUS, IF ANY, ARE AWARDED IN JANUARY OF EACH YEAR. NOTES FROM THE ABOVE PROCESS ARE PRODUCED CONTEMPORANEOUSLY BY THE CHAIR OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, AND ITS CONFLICT OF INTEREST POLICIES. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORMS 990 ARE AVAILABLE ON ITS PUBLIC WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -176,157. UNREALIZED LOSS ON INTEREST RATE SWAP -51,186. TOTAL TO FORM 990, PART XI, LINE 5: -227,343. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. NON-VOTING BOARD MEMBERS FORM 990, PART VII, SECTION A, LINE 1A: IN ADDITION TO ITS VOTING DIRECTORS, GOODWILL HAS FOUR NON-VOTING ADVISORY DIRECTORS: WILL A. COURTNEY EVELYNE VILLINES BILL WOOD JARRET LOBB ALL MAY BE CONTACTED CARE OF GOODWILL. 15810 INDIANOLA DRIVE LLC (SINGLE MEMBER LLC) 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 530196517 HOLDING ENTITY FOR GII'S MEMBER SERVICES CENTER MD 316094 119538