2012-11-15T08:20:03-06:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2011-01-01 596196141 GOODWILL INDUSTRIES OF SW FLORIDA INC GOOD 2399952106 4940 BAYLINE DRIVE NORTH FORT MYERS FL 33917 JOHN DORAMUS 2399952106 2012-11-14 1 MARTIN REDOVAN CPA P01281045 2392269900 2012-11-14 2011 2016-02-24 21:20:13Z THOMAS FEURIG 4940 BAYLINE DRIVE NORTH FORT MYERS FL 33917 41634014 0 X WWW.GOODWILLSWFL.ORG X 1966 FL THE EVALUATION, TRAINING AND EMPLOYMENT OF DISABLED PERSONS. 22 22 755 155 723411 -8159 805712 18889040 18228753 964720 45968 34447 659374 3559433 19739807 23447640 46025 975200 0 0 12001016 13389010 1162 0 113927 6895940 7906983 18944143 22271193 795664 1176447 38130938 39788028 10368946 10977515 27761992 28810513 X THE EVALUATION, TRAINING, AND EMPLOYMENT OF DISABLED PERSONS. 0 0 11654759 975200 2917774 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. 3948469 0 GOODWILL ACCUMULATES VARIOUS OCCUPANCY AND PUBLIC RELATIONS COSTS NOT ACCOUNTED FOR UNDER A SPECIFIC PROGRAM. 1698947 629654 GOODWILL SPECIFICALLY PROVIDES TRAINING, EMPLOYMENT AND REHABILITATION SERVICES TO ASSIST IN OVERCOMING LIMITATIONS THAT PREVENT AN INDIVIDUAL FROM BEING AN INDEPENDENT CITIZEN. 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. 2438338 19740513 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 23 0 1 755 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 FL X X JOHN DORAMUS 2399952106 4940 BAYLINE DRIVE NORTH FORT MYERS FL 33917 RAYMOND T HOLLAND 3.00 X X 0 0 0 MICHAEL W SULLIVAN 3.00 X X 0 0 0 WILLIAM J BARRETT 3.00 X X 0 0 0 DANIEL ADAMS 3.00 X X 0 0 0 ROBERT M ARNALL 3.00 X 0 0 0 SHERRI G DENNING 3.00 X 0 0 0 JEAN DEVEREAUX 3.00 X 0 0 0 SHARLENE DOZIER 3.00 X 0 0 0 CAROLYN GREEN 3.00 X 0 0 0 CHERYL GUTJAHR 3.00 X 0 0 0 BARBARA HARTMAN 3.00 X 0 0 0 HUGH KINSEY 3.00 X 0 0 0 WILLIAM L MCDANIEL JR 3.00 X 0 0 0 MICHAEL R MCKINLEY ESQ 3.00 X 0 0 0 CINDY NEWMASTER 3.00 X 0 0 0 JUDGE R WALLACE PACK 3.00 X 0 0 0 RAY V POTTORF 3.00 X 0 0 0 JUDGE GEORGE C RICHARDS 3.00 X 0 0 0 CHICO RIVERA 3.00 X 0 0 0 BELINDA RODRIGUEZ 3.00 X 0 0 0 DALE SCHNEIDER 3.00 X 0 0 0 JON A SIMMONS 3.00 X 0 0 0 GEORGE T MANN JR 3.00 X 0 0 0 HATTON B ROGERS 3.00 X 0 0 0 THOMAS FEURIG 50.00 X 219457 0 57794 RICHARD EVANCHYK 50.00 X 189112 0 50999 JOHN DORAMUS 50.00 X 104576 0 19489 ROBERT RANDALL 50.00 X 130560 0 11968 643705 0 140250 4 0 1 0 STEVEN R BOWEN CONSTRUCTION 13500 PLANTATION RD FORT MYERS FL 33966 BUILDING CONSTRUCTION 252425 1 121800 12331 18754909 18181186 18889040 CONTRACT REVENUE 812900 593863 73364 520499 DELIVERY INCOME 480000 370857 370857 964720 45635 45635 393032 0 393032 393032 202912 190120 11188 -11188 -11188 -11188 21092960 18175186 2917774 2917774 OTHER INCOME 900099 185433 185433 CANDY MACHINE SALES 721000 63194 63194 248627 23447640 3547428 723411 287761 975200 975200 883970 410261 443635 30074 9738322 8692022 1046300 359573 317612 41961 1361707 1180232 177576 3899 1045438 981058 62079 2301 8697 8697 4177 4177 755584 360070 319927 75587 338339 336635 1704 1396368 1258080 136483 1805 245478 216831 28647 2705354 2704704 389 261 557922 523672 34250 15930 6957 8973 314259 309566 4693 1155184 1093247 61937 345593 340139 5454 BANK CHARGES 35723 31888 3835 EMPLOYEE RELATIONS 26036 26036 AWARDS/GIFTS/OTHER 2339 2339 22271193 19740513 2416753 113927 17410 157804 2386843 2461927 1088569 1088569 461270 230913 223176 166505 1811882 2934787 356286 411389 38827091 7472214 30234104 31354877 358282 337029 1193116 644228 38130938 39788028 1539528 1822091 145995 176521 8239649 7937298 407467 324823 36307 716782 10368946 10977515 X 26673423 27721944 1088569 1088569 27761992 28810513 38130938 39788028 X 1176447 -127926 X X 0 1 1 X 0 X 838832 1479962 810720 805712 18889040 22824266 838832 1479962 810720 805712 18889040 22824266 497162 22327104 212892 215173 79417 184831 438667 1130980 166258 -25052 -15765 -187779 -8159 -70497 23884749 65064328 0.93480 0.76000 X 13914944 13914944 18051361 18051361 722611 722611 4404907 4404907 1733268 7472214 -5738946 31354877 SECURITY DEPOSITS 40632 CAPITAL LEASE OBLIGATION 7963 PLEDGES PAYABLE 650000 DUE TO RELATED ENTITIES 18187 716782 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 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 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DETERMINED BY MANAGEMENT AND THE BOARD AS NEEDED. X 1 1 X X X X 0 0 0 1 0 0 0 0 0 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 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. CAPITAL TRUST AGENCY 593591394 2010-12-31 8486000 CAPITAL PROJECTS 1 0 0 8316820 169720 8316280 2010 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 X 252803 SALES PRICE X 17726043 SALES PRICE X 75 189300 SALES PRICE X 4 7040 SALES PRICE X CHRISTMASS TREES 1 6000 TREE COST 4 0 1 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: BAD DEBT EXPENSE -127,926. TOTAL TO FORM 990, PART XI, LINE 5: -127,926. 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. 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 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 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