2012-06-13T16:23:51-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 500 MARQUETTE NW SUITE 800 ALBUQUERQUE NM 87102 990 2011-01-01 850107916 GOODWILL INDUSTRIES OF NEW MEXICO GOOD 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 MARY BEST 5058816401 2012-05-28 1 STEPHEN E LIVINGSTON CPA P00317845 5058428290 2011 2016-02-24 21:20:13Z MARY BEST 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 20505692 0 X WWW.GOODWILLNM.ORG X 1941 NM TO PROVIDE SKILL DEVELOPMENT, WORK OPPORTUNITIES AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. 18 18 1129 18 0 0 3015642 2674304 13244640 14916968 59401 109786 263839 162647 16583522 17863705 39158 88847 0 0 10876789 10560105 0 0 31821 5268782 5393359 16184729 16042311 398793 1821394 19857878 24308395 2391935 5076354 17465943 19232041 X TO PROVIDE SKILL DEVELOPMENT, WORK OPPORTUNITIES AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. GOODWILL DEFINES BARRIERS AS LEARNING DISABILITIES, DEVELOPMENTAL DISABILITIES, AGE, LACK OF EDUCATION, SINGLE PARENTHOOD, LANGUAGE BARRIERS, EXTENDED ABSENCE FROM THE WORKFORCE (E.G DISPLACED HOMEMAKERS OR DISABLED VETERANS), FELONY HISTORY, CO-OCCURRING DISORDERS, SUBSTANCE ABUSE, DOMESTIC VIOLENCE, PHYSICAL CHALLENGES AND HOMELESSNESS OR NEAR HOMELESSNESS. 0 0 14559280 14925311 GOODWILL CURRENTLY PROVIDES SERVICES THROUGH THE FOLLOWING PROGRAMS:* COMMUNITY EMPLOYMENT PROVIDES ASSESSMENT, JOB DEVELOPMENT, SPECIFIC ASSISTANCE, JOB PLACEMENT, AND SHORT AND LONG-TERM SUPPORT SERVICES TO HELP UNEMPLOYED OR UNDEREMPLOYED INDIVIDUALS OBTAIN AND MAINTAIN SUCCESSFUL EMPLOYEMENT IN THE COMMUNITY.* PATHWAYS TO SELF-SUFFICIENCY PROVIDES ASSESSMENT, JOB DEVELOPMENT, SPECIFIC ASSISTANCE, JOB PLACEMENT, AND SHORT AND LONG-TERM SUPPORT SERVICES TO INDIVIDUALS WHO ARE HOMELESS OR NEARLY HOMELESS IN ORDER TO HELP THEM OBTAIN EMPLOYMENT.* PATHWAYS TO HOME PROVIDES HOUSING AND SPECIFIC ASSISTANCE SERVICES TO INDIVIDUALS WHO ARE HOMELESS IN ORDER TO HELP THEM FIND AND MAINTAIN PERMANENT HOUSING.* EDUCATION & TRAINING PROVIDES INDIVIDUAL AND CLASSROOM TRAININGS IN COMPUTER SKILLS, FINANCIAL LITERACY, RESUME DEVELOPMENT, MASTERING APPLICATIONS, AND INTERVIEW SKILLS TO ASSIST INDIVIDUALS IN IMPROVING THEIR ABILITY TO OBTAIN EMPLOYMENT IN THE COMMUNITY.* TRAINING CENTERS PROVIDES ACCESS TO COMPUTER AND OFFICE EQUIPMENT FOR RESUME DEVELOPMENT AND PRINTING, ONLINE JOB SEARCH AND APPLICATION, AND RELATED ACTIVITIES FOR THE JOB-SEEKING PUBLIC WHO DO NOT HAVE SUCH ACCESS AT HOME IN ORDER TO SUPPORT THEIR JOB SEARCH.* TRANSITIONAL OPPORTUNITY PROVIDES TRAINING TO HELP INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES DEVELOP THE ATTITUDES, BEHAVIORS AND SKILLS NEEDED TO EVENTUALLY BE SUCCESSFUL IN A JOB IN THE COMMUNITY WITH THE GOAL OF MOVING THEM INTO EMPLOYMENT IN THE COMMUNITY.* GOODGUIDES/INSPIRE PROVIDES MENTORING AND CAREER-GUIDANCE TO AT-RISK YOUTH TO SUPPORT THEM IN STAYING IN SCHOOL.* SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) PROVIDES JOB TRAINING AND PLACEMENT TO LOW INCOME SENIORS TO HELP THEM DEVELOP MARKETABLE SKILLS AND OBTAIN EMPLOYMENT.* CASE MANAGEMENT PROVIDES SERVICES UNDER THE AUSPICES OF SEVERAL FEDERAL AND STATE CONTRACTS SERVING PERSONS WITH TRAUMATIC BRAIN INCURIES TO CONNECT THEM WITH NEEDED SERVICES, HOMELESS AND NEAR HOMELESS VETERANS AND THEIR FAMILIES TO HELP THEM OBTAIN PERMANENT HOUSING AND HOUSING SUSTAINABILITY, AND PERSONS WITH DISABILITIES TO ASSESS THEIR NEEDS AND HELP THEM OBTAIN NEEDED SERVICES.DURING 2011, GOODWILL SERVED A TOTAL OF 8,110 INDIVIDUALS IN THESE PROGRAMS, AND PLACED 700 OF THOSE INDIVIDUALS IN JOBS IN THE COMMUNITY.GOODWILL HAS RETAIL STORES AND PROGRAM STAFF IN ALBUQUERQUE, RIO RANCHO, SANTA FE, GALLUP, FARMINGTON, ROSWELL AND CLOVIS AT WHICH DONATIONS OF NEW OR GENTLY USED ITEMS ARE ACCEPTED FROM THE PUBLIC. DONATIONS ARE PROCESSED AND SOLD IN GOODWILL STORES. ITEMS NOT SOLD ARE RECYCLED. REVENUE FROM STORES AND RECYCLING OPERATIONS FUNDS GOODWILL SERVICES IN ALL 33 COUNTIES OF NEW MEXICO. 14559280 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 86 0 1 1129 1 0 0 0 0 0 0 0 0 0 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X X ROBERTA VELASQUEZ 5058816401 5000 SAN MATEO BLVD NE ALBUQUERQUE NM 87109 D CRAIG PROTZ 1.00 X X 0 0 0 GARY E HELLMER 1.00 X X 0 0 0 JANE BUTEL 1.00 X X 0 0 0 KIP LUNA 1.00 X X 0 0 0 STEPHEN R BYRD 1.00 X X 0 0 0 JAMES BABB 1.00 X 0 0 0 JIMMY SANTIAGO BACA 1.00 X 0 0 0 NICOLE BRADY 1.00 X 0 0 0 JULIENNE V BROWN 1.00 X 0 0 0 JOHN FERGUSON 1.00 X 0 0 0 BOB FUREY 1.00 X 0 0 0 SIDNEY GUTIERREZ 1.00 X 0 0 0 BRUCE HIGGINS 1.00 X 0 0 0 STEPHEN INGRAM 1.00 X 0 0 0 GARY KANIN 1.00 X 0 0 0 ROBIN DOZIER OTTEN 1.00 X 0 0 0 MARK S PIKE 1.00 X 0 0 0 DAVID A POWLESS 1.00 X 0 0 0 MARY M BEST 40.00 X 168123 0 4384 MICHAEL P KEOGHAN 40.00 X 84218 0 0 252341 0 4384 1 0 1 0 CCMI CONSTRUCTION LLC 2703 BROADBENT PARKWAY NE ALBUQUERQUE NM 87107 CONSTRUCTION 2359783 POD ASSOCIATES INC 5971 JEFFERSON NE SUITE 101 ALBUQUERQUE NM 87109 COMPUTER SERVICES 294643 PROFESSIONAL SECURITY CONSULTANTS 3500 CALLE CUERVO ALBUQUERQUE NM 87114 SECURITY SERVICE INSTALLATION AND MONITO 237983 ALBUQUERQUE MATTRESS 819 FOURTH ST SW ALBUQUERQUE NM 87102 REFURBISH MATTRESSES 156421 WRIGHT EXPRESS PO BOX 6293 CAROL STREAM IL 60197 FUEL 122351 5 9053 23750 2572155 69346 2674304 RETAIL SALES 452000 11657152 11657152 SALVAGE SALES 453310 2079990 2079990 VOCATIONAL SERVICES 561300 1179826 1179826 14916968 14620 14620 101780 101780 101780 101780 1347397 1353830 1294607 1311454 52790 42376 95166 95166 88450 23750 35926 52524 52524 MISCELLANEOUS 900099 4752 4752 GOODGUIDES 900099 2211 2211 LOGO MERCHANDISE 452000 1380 1380 8343 17863705 14925311 0 264090 X 88847 88847 252341 235172 16725 444 8786503 8188686 582367 15450 2220 1919 280 21 363120 313791 45853 3476 1155921 922873 231832 1216 37994 7083 30911 66946 9925 57021 155837 26233 129604 135734 122289 7988 5457 864491 831055 12071 21365 1128046 1128036 10 232152 212465 19532 155 23291 19715 3576 158090 158090 1013226 915448 97778 VEHICLE, EQUIPMENT & MA 601371 585564 15807 TELEPHONE AND UTILITIES 514479 486207 28272 BANK SERVICE CHARGES 165890 157957 7933 DUES 126919 2629 124290 168893 145296 39360 -15763 16042311 14559280 1451210 31821 3692197 3355333 2061296 4428661 472616 309465 225373 110650 1152741 1443876 162775 195595 21781407 8192412 11183432 13588995 906850 875820 598 19857878 24308395 1164189 1116942 42817 1166351 3937309 18578 22103 2391935 5076354 X 17465943 19232041 17465943 19232041 19857878 24308395 X 1821394 -55296 X X 0 1 1 X 1 1 X 1759945 2142256 3768236 3015642 2674304 13360383 1759945 2142256 3768236 3015642 2674304 13360383 13360383 323778 266639 225702 145781 116400 1078300 51454 38878 11581 182715 96793 381421 14820104 64462203 0.90150 0.87830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING, GOODGUIDE & LOGO REVENUE, AND MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3026669 3026669 10239198 3650702 6588496 3003050 656874 2346176 4802376 3344819 1457557 710114 540017 170097 13588995 OTHER LIABILITIES 22103 22103 17863705 16042311 1821394 -55296 -55296 1766098 17844335 -55296 35926 -19370 17863705 0 17863705 16078237 35926 35926 16042311 0 16042311 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES 35,926. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES 35,926. COUNTRY BENEFIT CONCERT 112200 23750 88450 19172 16754 112200 23750 88450 19172 16754 35926 52524 1 TRANSPORTATION & CLOTHING 81 5062 FMV BICYCLES, CLOTHING, BUS PASSES RENT PAYMENTS 24 83785 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RENTAL ASSISTANCE IS DETERMINED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. GOODWILL FOLLOWS HUD INSTRUCTIONS WITH RESPECT TO WHO RECEIVES THE ASSISTANCE AND HOW IT IS ADMINISTERED. THE NON-CASH ASSISTANCE IS GIVEN TO THOSE WITH THE GREATEST NEED. THE ORGANIZATION MAKES THIS DETERMINATION. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARY M BEST 141746 0 16077 0 10300 0 4384 0 0 0 172507 0 0 0 PART I, LINE 1A TRAVEL FOR BOARD MEMBER AND COMPANION TO GII SPONSORED EVENT. PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD. IN THAT DETERMINATION, THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AND EXECUTIVE PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. X 14209688 THRIFT SHOP VALUE X 4 4500 RESALE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE COMPLETED RETURN IS REVIEWED AND APPROVED BY MEMBERS OF GOODWILL'S EXECUTIVE MANAGEMENT TEAM WHICH INCLUDES THE CHIEF EXECUTIVE OFFICER ("CEO"). AFTER THE EXECUTIVE MANAGEMENT TEAM'S APPROVAL IT IS THEN DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE CHAIR AND BOARD CHAIR FOR REVIEW. THE 990 IS THEN DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE AND THEN MADE AVAILABLE TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE EMPLOYEE CONFLICT OF INTEREST POLICY IS POSTED ON GOODWILL BULLETIN BOARDS. ACKNOWLEDGEMENT FORMS ARE GIVEN TO ALL NEWLY HIRED EMPLOYEES FOR SIGNATURE. THE BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY UPON APPLICATION AND ARE REQUIRED TO UPDATE ANNUALLY. DETERMINATION OF EMPLOYEE CONFLICTS ARE MADE BY THE CEO. DETERMINATION OF GOVERNING BOARD CONFLICTS ARE MADE BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD AND ANY CONFLICTS ARE REVIEWED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS THE PERSON INVOLVED IS PROHIBITED FROM VOTING ON THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL INDUSTRIES OF NEW MEXICO HAS A WRITTEN COMPENSATION POLICY. IT REQUIRES THE USE OF SALARY/COMPENSATION SURVEYS, PERFORMANCE EVALUATION AND ONLINE NON-PROFIT COMPENSATION SURVEYS IN DETERMINING COMPENSATION. GOODWILL HAS A CORPORATE COMPLIANCE LIASON THAT IS DESIGNED TO REPORT FINANCIAL ETHICS AND ACCOUNTABILITY POLICY VIOLATIONS UNDER THE AFOREMENTIONED POLICY. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH ARE ALL INDEPENDENT MEMBERS OF THE BOARD. IN THAT DETERMINATION THE EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION SURVEYS AND EXECUTIVE PERFORMANCE EVALUATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND DELIBERATION OF THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE THROUGH ITS WEBSITE AT WWW.GOODWILLNM.ORG. IT ALSO PROVIDES THESE DOCUMENTS TO THE NM ATTORNEY GENERAL'S CHARITABLE ORGANIZATION DIVISION. FORMS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. & SCHEDULE M, PART I LINE 1G, NONCASH CONTRIBUTIONS GOODWILL RECEIVES NON-CASH DONATIONS FROM THE GENERAL PUBLIC FOR RESALE TO THE GENERAL PUBLIC. AN ESTIMATE OF THE VALUE OF THESE NON-CASH CONTRIBUTIONS HAS BEEN INCLUDED ON SCHEDULE M TO PROVIDE APPROPRIATE TRANSPARENCY OF THE REVENUE RECEIVED. HOWEVER, NO NON-CASH CONTRIBUTIONS ARE BEING REPORTED ON PART VIII, STATEMENT OF REVENUE BECAUSE GOODWILL BELIEVES THE GENERAL PUBLIC EXPECTS THE ORGANIZATION TO USE THE REVENUE FROM THE DONATED ITEMS TO FULFIL ITS MISSION OF PROVIDING SKILL DEVELOPMENT, WORK OPPORTUNITIES, AND CAREER-BUILDING SERVICES TO PEOPLE WITH BARRIERS TO EMPLOYMENT. THEREFORE, THE REVENUE FROM NON-CASH DONATIONS IS BEING SHOWN AT THE TIME OF SALE AS PROGRAM SERVICE REVENUE ON PART VIII, STATEMENT OF REVENUE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -55,296. FORM 990, PART XII, LINE 2C THE PROCESS IS THE SAME AS THE PRIOR YEAR.