GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC (EIN 59-6196141)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349301336
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:20:03-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 INTERNATIONAL CENTER BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596196141 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWILL INDUSTRIES OF SW FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 2399952106 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 BAYLINE DRIVE | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33917 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN DORAMUS | Name |
| Title | CFO | Title |
| Phone | 2399952106 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN REDOVAN CPA | Name |
| PTIN | P01281045 | PTIN |
| Phone | 2392269900 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS FEURIG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 BAYLINE DRIVE | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41634014 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOODWILLSWFL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE EVALUATION, TRAINING AND EMPLOYMENT OF DISABLED PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 755 | TotalNbrEmployees |
| Total Nbr Volunteers | 155 | TotalNbrVolunteers |
| Total Gross UBI | 723411 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -8159 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 805712 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18889040 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18228753 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 964720 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 45968 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34447 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 659374 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3559433 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19739807 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23447640 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 46025 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 975200 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12001016 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13389010 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1162 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 113927 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6895940 | OtherExpensePriorYear |
| Other Expenses Current Year | 7906983 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18944143 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22271193 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 795664 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1176447 | RevenuesLessExpensesCY |
| Total Assets BOY | 38130938 | TotalAssetsBOY |
| Total Assets EOY | 39788028 | TotalAssetsEOY |
| Total Liabilities BOY | 10368946 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10977515 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27761992 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28810513 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE EVALUATION, TRAINING, AND EMPLOYMENT OF DISABLED PERSONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11654759 | Expense |
| Grants | 975200 | Grants |
| Revenue | 2917774 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3948469 | Expense |
| Revenue | 0 | Revenue |
| Description | GOODWILL ACCUMULATES VARIOUS OCCUPANCY AND PUBLIC RELATIONS COSTS NOT ACCOUNTED FOR UNDER A SPECIFIC PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1698947 | Expense |
| Revenue | 629654 | Revenue |
| Description | GOODWILL SPECIFICALLY PROVIDES TRAINING, EMPLOYMENT AND REHABILITATION SERVICES TO ASSIST IN OVERCOMING LIMITATIONS THAT PREVENT AN INDIVIDUAL FROM BEING AN INDEPENDENT CITIZEN. | Description |
Activity Other ActivityOther (7 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 561890 | 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 CONTRIES. |
| 48930 | GOODWILL ALSO PROVIDED CONTRACTED LAWN MAINTENANCE AND OTHER SERVICES TO CERTAIN CLIENTS THROUGH THEIR TRAINING AND EMPLOYMENT SERVICES. |
| 723954 | GOODWILL OPERATES AN E-COMMERCE SELLING PROGRAM WHICH LISTS USED GOODS, BOOKS, COMPUTER REFURBISHING AND OTHER HIGH END DONATED GOODS SALES, WHICH PROVIDES JOBS FOR DISADVANTAGED CITIZENS. |
| 178061 | GOODWILL OPERATES A USED CAR LOT FOR VEHICLES DONATED BY THE COMMUNITY. THIS ALLOWS FOR DISADVANTAGED RESIDENTS TO SECURE RELIABLE TRANSPORTATION. ADDITIONALLY GOODWILL OPERATES A 4-WHEELS FOR WORK PROGRAM WHERE EMPLOYEES WHO SECURE A JOB BUT DO NOT HAVE TRANSPORTATION ARE PROVIDED A VEHICLE FROM OUR DONATED AUTOS INVENTORY. |
| 98835 | GOODWILL HAS ESTABLISHED A TRAINING PROGRAM TO ASSIST RESIDENTS IN BECOMING EDUCATED IN HOW TO OWN AND MANAGE THEIR OWN BUSINESS. GOODWILL PROVIDES TRAINING PROGRAMS FUNDED FROM AREA BUSINESSES TO HELP UNDERPRIVILEDGED PERSONS TO START THEIR OWN BUSINESS. GRADUATES FROM THE PROGRAM ARE ABLE TO APPLY FOR LOANS AND CONTRIBUTED ASSISTANCE TO HELP THEIR BUSINESS GET STARTED. |
| 361771 | GOODWILL'S MISSION INCLUDES THE PROVISION OF MAINTENANCE, HOUSEKEEPING FINANCIAL, INFORMATION TECHNOLOGY AND FLOOR CARE FOR AREA NON-PROFIT BUSINESS HELPING THEM TO REDUCE THEIR OPERATING COSTS. |
| 464897 | GOODWILL OPERATES VARIOUS RENTAL PROPERTIES AS A BASIS OF DEFERRING COSTS OF FACILITIES SLATED FOR FUTURE EXPANSION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2438338 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 19740513 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 755 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DORAMUS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2399952106 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 BAYLINE DRIVE | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33917 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RAYMOND T HOLLAND | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| MICHAEL W SULLIVAN | |||||||
| VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| WILLIAM J BARRETT | |||||||
| TREASURER/ASST. SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| DANIEL ADAMS | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| ROBERT M ARNALL | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| SHERRI G DENNING | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JEAN DEVEREAUX | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| SHARLENE DOZIER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| CAROLYN GREEN | |||||||
| DIRECTOR | 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 | ||
| WILLIAM L MCDANIEL JR | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| MICHAEL R MCKINLEY ESQ | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| CINDY NEWMASTER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JUDGE R WALLACE PACK | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RAY V POTTORF | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JUDGE GEORGE C RICHARDS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| CHICO RIVERA | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| BELINDA RODRIGUEZ | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DALE SCHNEIDER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JON A SIMMONS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| GEORGE T MANN JR | |||||||
| IMMEDIATE PAST CHAIRMAN | 3.00 | X | 0 | 0 | 0 | ||
| HATTON B ROGERS | |||||||
| CHAIRMAN EMERITUS | 3.00 | X | 0 | 0 | 0 | ||
| THOMAS FEURIG | |||||||
| PRESIDENT AND CEO | 50.00 | X | 219457 | 0 | 57794 | ||
| RICHARD EVANCHYK | |||||||
| SENIOR VICE PRESIDENT | 50.00 | X | 189112 | 0 | 50999 | ||
| JOHN DORAMUS | |||||||
| CFO | 50.00 | X | 104576 | 0 | 19489 | ||
| ROBERT RANDALL | |||||||
| VICE PRESIDENT RETAIL | 50.00 | 130560 | 0 | 11968 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 643705 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 140250 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN R BOWEN CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13500 PLANTATION RD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33966 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | BUILDING CONSTRUCTION | DescriptionOfServices |
| Compensation | 252425 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 121800 | FederatedCampaigns |
| Government Grants | 12331 | GovernmentGrants |
| All Other Contributions | 18754909 | AllOtherContributions |
| Noncash Contributions | 18181186 | NoncashContributions |
| Total Contributions | 18889040 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONTRACT REVENUE | 812900 | 593863 | 73364 | 520499 |
| DELIVERY INCOME | 480000 | 370857 | 370857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 964720 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45635 | TotalRevenueColumn |
| Exclusion | $45,635 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 393032 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 393032 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 393032 | TotalRevenueColumn |
| Unrelated Business Revenue | 202912 | UnrelatedBusinessRevenue |
| Exclusion | $190,120 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11188 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -11188 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11188 | TotalRevenueColumn |
| Exclusion | -$11,188 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 21092960 | GrossSalesOfInventory |
| Cost Of Goods Sold | 18175186 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2917774 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2917774 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 185433 | 185433 | |
| CANDY MACHINE SALES | 721000 | 63194 | $63,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 248627 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23447640 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3547428 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 723411 | UnrelatedBusinessRevenue |
| Exclusion | $287,761 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975200 | Total |
| Program Services | 975200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883970 | Total |
| Program Services | 410261 | ProgramServices |
| Management And General | 443635 | ManagementAndGeneral |
| Fundraising | 30074 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9738322 | Total |
| Program Services | 8692022 | ProgramServices |
| Management And General | 1046300 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359573 | Total |
| Program Services | 317612 | ProgramServices |
| Management And General | 41961 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361707 | Total |
| Program Services | 1180232 | ProgramServices |
| Management And General | 177576 | ManagementAndGeneral |
| Fundraising | 3899 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045438 | Total |
| Program Services | 981058 | ProgramServices |
| Management And General | 62079 | ManagementAndGeneral |
| Fundraising | 2301 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8697 | Total |
| Management And General | 8697 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4177 | Total |
| Management And General | 4177 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755584 | Total |
| Program Services | 360070 | ProgramServices |
| Management And General | 319927 | ManagementAndGeneral |
| Fundraising | 75587 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338339 | Total |
| Program Services | 336635 | ProgramServices |
| Management And General | 1704 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1396368 | Total |
| Program Services | 1258080 | ProgramServices |
| Management And General | 136483 | ManagementAndGeneral |
| Fundraising | 1805 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245478 | Total |
| Program Services | 216831 | ProgramServices |
| Management And General | 28647 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2705354 | Total |
| Program Services | 2704704 | ProgramServices |
| Management And General | 389 | ManagementAndGeneral |
| Fundraising | 261 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557922 | Total |
| Program Services | 523672 | ProgramServices |
| Management And General | 34250 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15930 | Total |
| Program Services | 6957 | ProgramServices |
| Management And General | 8973 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314259 | Total |
| Program Services | 309566 | ProgramServices |
| Management And General | 4693 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1155184 | Total |
| Program Services | 1093247 | ProgramServices |
| Management And General | 61937 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345593 | Total |
| Program Services | 340139 | ProgramServices |
| Management And General | 5454 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BANK CHARGES | 35723 | 31888 | 3835 |
| EMPLOYEE RELATIONS | 26036 | 26036 | |
| AWARDS/GIFTS/OTHER | 2339 | 2339 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22271193 | Total |
| Program Services | 19740513 | ProgramServices |
| Management And General | 2416753 | ManagementAndGeneral |
| Fundraising | 113927 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17410 | BOY |
| EOY | 157804 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2386843 | BOY |
| EOY | 2461927 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088569 | BOY |
| EOY | 1088569 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461270 | BOY |
| EOY | 230913 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223176 | BOY |
| EOY | 166505 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1811882 | BOY |
| EOY | 2934787 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356286 | BOY |
| EOY | 411389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38827091 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7472214 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30234104 | BOY |
| EOY | 31354877 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358282 | BOY |
| EOY | 337029 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1193116 | BOY |
| EOY | 644228 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38130938 | BOY |
| EOY | 39788028 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1539528 | BOY |
| EOY | 1822091 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145995 | BOY |
| EOY | 176521 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8239649 | BOY |
| EOY | 7937298 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407467 | BOY |
| EOY | 324823 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36307 | BOY |
| EOY | 716782 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10368946 | BOY |
| EOY | 10977515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26673423 | BOY |
| EOY | 27721944 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088569 | BOY |
| EOY | 1088569 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27761992 | BOY |
| EOY | 28810513 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38130938 | BOY |
| EOY | 39788028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1176447 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -127926 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 838832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1479962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 810720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 805712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18889040 | CurrentTaxYear |
| Total | 22824266 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 838832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1479962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 810720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 805712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18889040 | CurrentTaxYear |
| Total | 22824266 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 497162 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22327104 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 212892 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 215173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 79417 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 184831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 438667 | CurrentTaxYear |
| Total | 1130980 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 166258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -25052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -15765 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -187779 | CurrentTaxYearMinus1Year |
| Current Tax Year | -8159 | CurrentTaxYear |
| Total | -70497 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23884749 | TotalSupport |
| Gross Receipts From Admissions Etc | 65064328 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93480 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13914944 | OtherCostOrOtherBasis |
| Book Value | 13914944 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18051361 | OtherCostOrOtherBasis |
| Book Value | 18051361 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 722611 | OtherCostOrOtherBasis |
| Book Value | 722611 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4404907 | OtherCostOrOtherBasis |
| Book Value | 4404907 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1733268 | OtherCostOrOtherBasis |
| Depreciation | 7472214 | Depreciation |
| Book Value | -5738946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31354877 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $40,632 |
| CAPITAL LEASE OBLIGATION | $7,963 |
| PLEDGES PAYABLE | $650,000 |
| DUE TO RELATED ENTITIES | $18,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 716782 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAD NO EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THAT THEY HAVE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011. THE INCOME TAX RETURNS FOR GOODWILL, GW SERVICES AND THE FOUNDATION ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2009 TO 2011 ARE OPEN TO SUCH EXAMINATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA FOUNDATION INC | |||||||
| 4940 BAYLINE DR | NORTH FORT MYERS | FL | 33917 | 263590251 | 501(C)(3) | 880556 | FURTHER ORGANIZATION'S EXEMPT PURPOSE |
| LIFE ACADEMY CHARTER SCHOOL | |||||||
| 3255 HIGHWAY 90 EAST | BONIFAY | FL | 32425 | 202089122 | 501(C)(3) | 94644 | FURTHER ORGANIZATION'S EXEMPT PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DETERMINED BY MANAGEMENT AND THE BOARD AS NEEDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS FEURIG | |||||||||||||
| 180400 | 0 | 39057 | 0 | 0 | 0 | 10974 | 0 | 46820 | 0 | 277251 | 0 | 0 | 0 |
| RICHARD EVANCHYK | |||||||||||||
| 160500 | 0 | 28612 | 0 | 0 | 0 | 9456 | 0 | 41543 | 0 | 240111 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ROTARY DUES ARE PAID ON BEHALF OF THOMAS FEURIG AND RICHARD EVANCHYK IN THE AMOUNTS OF $1,256 AND $1,182, ANNUALLY RESPECTIVELY. THE DUES ARE NOT INCLUDED IN THEIR TAXABLE COMPENSATION. |
| PART I, LINE 5 | BEFORE ANY STANDARD OR DISCRETIONARY PAYMENTS ARE MADE TO STAFF OR MANAGEMENT, ALL BUDGETED PROFITABILITY MARGINS MUST BE ACHIEVED. IF MARGINS ARE ACHIEVED, A STANDARD 2.5% OF COMPENSATION IS PAID TO EMPLOYEES AND KEY MANAGEMENT STAFF RECEIVE 5%. AN ADDITIONAL DISCRETIONARY 2.5% AND 5% IS PAID TO EMPLOYEES AND KEY MANAGEMENT, RESPECTIVELY, BASED ON ACTUAL INDIVIDUAL PERFORMANCE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL TRUST AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 593591394 | IssuerEIN |
| Date Issued | 2010-12-31 | DateIssued |
| Issue Price | 8486000 | IssuePrice |
| Description Of Purpose | CAPITAL PROJECTS | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 8316820 | TotalProceeds |
| Issuance Costs From Proceeds | 169720 | IssuanceCostsFromProceeds |
| Capital Expenditures | 8316280 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 252803 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 17726043 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 189300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7040 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | CHRISTMASS TREES | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | TREE COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD OF DIRECTORS AND HAS THE AUTHORITY OF THE BOARD BETWEEN BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ONCE THE FORM IS PREPARED, THE VICE PRESIDENT OF FINANCE AND THE VICE PRESIDENT OF ADMINISTRATION REVIEW 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 15 | THE ORGANIZATION YEARLY RECEIVES A REPORT OF WAGES FOR THE AREA, THE MARKET IN GENERAL AND FOR NON-PROFITS FOR COMPARISON ON CURRENT WAGES FOR ADJUSTMENT IF NEED BE. ALL RAISES FOR EXECUTIVE STAFF ARE DISCUSSED AND REVIEWED BY THE HUMAN RESOURCE COMMITTEE PRIOR TO IMPLEMENTATION. AT TIMES, THE ORGANIZATION WILL HIRE A THIRD PARTY FOR THE ABOVE ON A SPECIFIC KEY POSITION. FINAL APPROVAL BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | BAD DEBT EXPENSE -127,926. TOTAL TO FORM 990, PART XI, LINE 5: -127,926. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GW SERVICES OF SWFL INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 770673657 | EMPLOYMENT OPPORTUNITYES FOR HANDICAPPED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | GOODWILL INDUSTRIES OF SW FLORIDA INC | 1 |
| GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 263590251 | FUNDRAISING ACTIVITY FOR GOODWILL INDUSTRIES | FL | 501(C)(3) | LINE 11A, I | GOODWILL INDUSTRIES OF SW FLORIDA INC | 1 |
| GOODWILL ACADEMIES OF SOUTHWEST FLORIDA INC | ||||||||||
| 3255 HIGHWAY 90 EAST | BONIFAY | FL | 32425 | 202089122 | CHARTER SCHOOL | FL | 501(C)(3) | LINE 2 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 311469227 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING II INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 311502533 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING III INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 650803040 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING IV INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 650914344 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING V INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 650914341 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING VI INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 650976594 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING VII INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 651090671 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING VIII INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 651157318 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING IX INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 651157322 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING X INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 510530426 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XI INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 571232683 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XII INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 134351873 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XIII INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 261548130 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XIV INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 264310189 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XV INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 454199386 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| SOUTHWEST FLORIDA GWI HOUSING XVI INC | ||||||||||
| 4940 BAYLINE DRIVE | NORTH FORT MYERS | FL | 33917 | 454199244 | HOUSING FOR DISABLED INDIVIDUALS | FL | 501(C)(3) | LINE 9 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC | ||
| K | 73337 | CASH |
| GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC | ||
| B | 880556 | CASH & PLEDGES RECEIVABLE |
| GOODWILL ACADEMIES OF SOUTHWEST FLORIDA INC | ||
| B | 94644 | CASH |
| GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC | ||
| P | 21000 | CASH |
| GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC | ||
| P | 152822 | CASH |