2023-08-28T16:32:42-05:00 2022-12-31 366055558 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2022-01-01 364455490 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JEFFREY DOCALAVICH CFO 4148474200 2023-08-28 1 JEFFREY DOCALAVICH 999009999 0 BRIDGET ROCHE P00666837 3128560200 2023-08-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JACQUELINE HALLBERG 6055 N 91ST STREET MILWAUKEE WI 53225 2097343 0 X WWW.GOODWILLCHICAGO.COM X 2001 IL PROVIDES TRAINING, EMPLOYMENT & SUPPORTIVE SERVICES TO PEOPLE WITH DISABILITIES OR DISADVANTAGES 4 4 14 6 0 0 1447825 1725935 710230 369278 883 1875 0 255 2158938 2097343 2892 1054 0 0 1447305 1274411 0 0 38412 708741 821878 2158938 2097343 0 0 1778845 1620934 1778845 1620934 0 0 X THE MISSION OF GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC. ("GOODWILL-CHICAGO") IS TO PROVIDE TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES WHO SEEK GREATER INDEPENDENCE. SUCH DISABILITIES (CONTINUED ON SCHEDULE O) 0 1 1269510 1054 369278 EMPLOYMENT SERVICES AND TRAINING PROGRAMSGOODWILL-CHICAGO'S PRE-EMPLOYMENT SKILLS TRAINING PROGRAMS FOCUS ON PROVIDING EDUCATION AND TRAINING TO HELP PARTICIPANTS FIND WORK OR START A CAREER. AN INDIVIDUAL EMPLOYMENT PLAN IS DEVELOPED FOR PARTICIPANTS OUTLINING STRENGTHS, EXISTING SKILLS, INTERESTS, PAST EXPERIENCE AND OTHER SUPPORTIVE SERVICE NEEDS. PARTICIPANTS ATTEND INTENSIVE PRE-EMPLOYMENT SKILLS AND COMPUTER SKILLS TRAINING CLASSES. AFTER COMPLETION, A PARTICIPANT FOLLOWS ONE OF TWO TRACKS. THE FIRST TRACK IS DIRECT PLACEMENT, WHICH REQUIRES PARTICIPANTS TO ACTIVELY PURSUE EMPLOYMENT. THIS TRACK IS FOR INDIVIDUALS WHO ARE PREPARED TO ENTER THE JOB MARKET. THE SECOND TRACK GIVES PARTICIPANTS ADDITIONAL OCCUPATIONAL SKILLS TRAINING, SUCH AS RETAIL (CONTINUED ON SCHEDULE O) AND CUSTOMER SERVICE. SINCE 2020, GOODWILL-CHICAGO HAS HIRED AND PLACED EMPLOYEES WITH NO PRIOR PUBLIC HEALTH EXPERIENCE FROM NEIGHBORHOODS IN THE CHICAGO AREA WITH THE HIGHEST ECONOMIC HARDSHIPS TO TRAIN AND WORK IN THE PUBLIC HEALTH SECTOR. IN CONJUNCTION WITH OTHER COMMUNITY PARTNERS, THESE EMPLOYEES WILL RECEIVE SIGNIFICANT TECHNICAL AND SOFT SKILL TRAINING, CAREER NAVIGATION, AND ON-THE-JOB SUPPORTS. MANY INDIVIDUALS WHO WERE PLACED IN 2020 CONTINUE TO WORK IN THE PUBLIC HEALTH SECTOR AND HAVE OPPORTUNITIES FOR EDUCATION/TRAINING IN THE INDUSTRY.IN 2022, GOODWILL-CHICAGO BEGAN A PROGRAM TO PROVIDE CAREER COACHING AND WORK READINESS TRAINING WITH TOPICS THAT INCLUDED, BUT WERE NOT LIMITED TO, JOB EXPLORATION AND COUNSELING - CAREER EXPLORATION FOR IN-DEMAND OCCUPATIONS, AS WELL AS NONTRADITIONAL EMPLOYMENT, LABOR MARKET TRENDS, CAREER INTEREST INVENTORIES AND IDENTIFYING CAREERS OF INTEREST TO STUDENTS AT A SCHOOL WITHIN THE CHICAGO PUBLIC SCHOOL DISTRICT. 526708 WORKFORCE CONNECTION CENTERSGOODWILL OPERATES THREE WORKFORCE CONNECTION CENTERS IN THE METROPOLITAN CHICAGO AREA, WITH LOCATIONS IN LOMBARD, NORTH RIVERSIDE AND IN THE WEST ENGLEWOOD COMMUNITY. THE WORKFORCE CONNECTION CENTERS SERVE MEN AND WOMEN WHO FACE BARRIERS TO EMPLOYMENT. PARTICIPANTS ARE SELF-DIRECTED IN THE SERVICES THAT THEY RECEIVE. CAREER DEVELOPMENT, RECRUITMENT EVENTS, VOCATIONAL AND JOB PLACEMENT SERVICES ARE OFFERED. IMPLEMENTED AT THE ONSET OF THE COVID-19 PANDEMIC, REMOTE/VIRTUAL SERVICES REMAIN AVAILABLE THROUGH APPOINTMENTS AND HAVE BEEN INCREASINGLY UTILIZED. DURING 2022, GOODWILL CHICAGO'S WORKFORCE CONNECTION CENTERS PROVIDED SERVICES TO OVER 2,000 INDIVIDUALS. 1796218 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X CJ WANG 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 X CARL VANDER WILT CHAIR 1.00 2.00 X X 0 0 0 IKE UMANNAH SECRETARY - AS OF 2/2022 1.00 3.00 X X 0 0 0 KAREN DUFFY SECRETARY - THRU 1/2022 1.00 2.00 X X 0 0 0 TIMOTHY MATTKE TREASURER - AS OF 2/2022 1.00 4.00 X X 0 0 0 IRENE SUDAC TREASURER - THRU 2/2022 1.00 4.00 X X 0 0 0 JOHN DZIEWA DIRECTOR - AS OF 2/2022 1.00 2.00 X 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 2.00 50.00 X 0 803146 32757 JEFFREY DOCALAVICH ASSISTANT TREASURER 2.00 50.00 X 0 478644 39167 BASIL BUCHKO ASSISTANT SECRETARY 2.00 50.00 X 0 343300 45155 BRENDA SANDERS DIRECTOR 40.00 0.00 X 134092 0 18043 STEVEN LOOS FORMER ASSISTANT SECRETARY 0.00 40.00 X 0 346802 34465 134092 1971892 169587 1 1 1 0 0 873583 523687 328665 1725935 EMPLOYEE SERVICES & TRAINING 561300 369278 369278 369278 1875 1875 CREDIT CARD REBATES 900099 226 226 MISCELLANEOUS REVENUE 900099 29 29 255 2097343 369278 0 2130 1054 1054 1051809 1033105 18704 44455 43160 1295 97142 96192 950 81005 79561 1444 99168 85812 13356 513 513 16808 16008 800 40323 40323 314296 312446 1850 7270 7257 13 1165 1165 1739 1739 5790 5790 4098 4098 ALLOCATED MANAGEMENT 262713 262713 ALLOCATED OCCUPANCY 67995 67995 2097343 1796218 262713 38412 0 0 1049555 1106516 3 0 333632 258307 0 0 0 0 0 0 0 0 50907 18601 777201 777201 0 0 0 0 0 0 0 0 0 0 344748 237510 1778845 1620934 121678 108060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1657167 1512874 1778845 1620934 X 0 0 0 0 0 0 1778845 1620934 0 0 X 0 1 X 1 0 X 1488041 1735003 1424845 1447825 1725935 7821649 1488041 1735003 1424845 1447825 1725935 7821649 153487 7668162 959 2026 1160 883 1875 6903 255 255 7828807 1232272 0.97950 0.95930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REBATES - 2022 AMOUNT: $ 226. MICELLANEOUS INCOME - 2022 AMOUNT: $ 29. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 512242 512242 0 264959 264959 0 0 ROU ASSETS 237510 237510 DUE TO AFFILIATE 1265674 LEASE LIABILITIES 247200 1512874 X 2097343 0 2097343 0 2097343 2097343 0 2097343 0 2097343 PART X, LINE 2: LIABILITY FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC., GOODWILL RETAIL SERVICES, INC. AND GOODWILL MANUFACTURING, INC. HAVE RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE (IRS) INDICATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GOODWILL TALENTBRIDGE, LLC HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND REQUIRES ADDITIONAL DISCLOSURE. GOODWILL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AS OF DECEMBER 31, 2022 AND 2021, GOODWILL DOES NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO ITS TAX POSITIONS. GOODWILL FILES INFORMATION RETURNS IN THE U.S. FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. TAX YEARS OPEN UNDER THE FEDERAL STATUTE OF LIMITATIONS INCLUDE 2019 THROUGH 2022. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2017 THROUGH 2022. GOODWILL HAD NOT HISTORICALLY FILED ANY UNRELATED BUSINESS INCOME TAX ("UBIT") RETURNS BUT FILED IN 2018 FOR FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. DUE TO TAX REFORM LEGISLATION, THE FEDERAL AND ILLINOIS UBIT RETURNS HAVE BEEN AMENDED TO OBTAIN REFUNDS OF INCOME TAX PAYMENTS MADE ON UBIT REPEALED BY LEGISLATION. THE ORGANIZATION FILED UBIT RETURNS FOR 2019 AND 2020 FOR WISCONSIN; HOWEVER, WISCONSIN HAS SINCE REPEALED SIMILAR TO FEDERAL. TAX YEARS REMAIN OPEN FOR YEARS IN WHICH A UBIT RETURN HAS NOT BEEN FILED. 0 0 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 0 552844 0 240486 0 9816 0 23650 0 9107 0 835903 0 0 JEFFREY DOCALAVICH ASSISTANT TREASURER 0 353556 0 123114 0 1974 0 23650 0 15517 0 517811 0 0 BASIL BUCHKO ASSISTANT SECRETARY 0 262666 0 79020 0 1614 0 23650 0 21505 0 388455 0 0 STEVEN LOOS FORMER ASSISTANT SECRETARY 0 128936 0 216297 0 1569 0 23650 0 10815 0 381267 0 0 BRENDA SANDERS DIRECTOR 111060 0 21771 0 1261 0 9968 0 8075 0 152135 0 0 0 PART I, LINE 3: COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE. PART I, LINES 5A - B AND 6A - B LEADERSHIP INCENTIVE PLAN GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO MOTIVATE EXECUTIVES TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE THE FINANCIAL SECURITY AND STABILITY OF THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME AND A MISSION-RELATED GOAL. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCE AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART III, LINE 1: OR DISADVANTAGES INCLUDE PHYSICAL OR INTELLECTUAL DISABILITIES, HEARING IMPAIRMENT, SKILL LIMITATIONS, CRIMINAL BACKGROUND, LACK OF EDUCATION AND JOB PREPARATION, COMMUNICATION CHALLENGES, AND OTHER SOCIO-ECONOMIC DISADVANTAGES. GOODWILL-CHICAGO EXISTS TO PROVIDE SOCIAL SERVICES, VOCATIONAL TRAINING, EMPLOYMENT OPPORTUNITIES, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES OR DISADVANTAGES, IN ORDER TO ENHANCE THEIR EMPLOYABILITY, REMOVE BARRIERS, AND FACILITATE THEIR ABILITY TO LIVE INDEPENDENTLY IN THE COMMUNITY. FOR OVER 100 YEARS, THROUGH ITS PREDECESSOR CORPORATION, GOODWILL-CHICAGO HAS OFFERED WHAT ITS FOUNDER DESCRIBED AS "A CHANCE, NOT CHARITY" TO PEOPLE WHO WERE LABELED UNEMPLOYABLE. GOODWILL-CHICAGO WORKS CLOSELY WITH EMPLOYERS TO DEVELOP SOLUTIONS TO ADDRESS THEIR WORKFORCE NEEDS AND PROGRAMS PREPARE INDIVIDUALS TO OBTAIN EMPLOYMENT AND DEVELOP CAREER PATHS THROUGH VOCATIONAL, EDUCATIONAL AND SELF-SUPPORTING SKILLS DEVELOPMENT. A BROAD RANGE OF SERVICES ARE PROVIDED TO MEET THE NEEDS OF ECONOMICALLY DISADVANTAGED ADULTS, VETERANS, EX-OFFENDERS, AND INDIVIDUALS WITH DISABILITIES. IN 2022, GOODWILL-CHICAGO PROVIDED SERVICES TO NEARLY 2,500 INDIVIDUALS AND PLACED PEOPLE INTO NEARLY 400 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. GOODWILL-CHICAGO'S DIRECT SERVICES INCLUDE: PRE-EMPLOYMENT SKILLS TRAINING, BASIC COMPUTER SKILLS TRAINING, CUSTOMER SERVICE TRAINING, MENTORING, JOB PLACEMENT, JOB COACHING AND RETENTION SERVICES, AND OPERATION OF THREE WORKFORCE CONNECTION CENTERS. WORKFORCE CONNECTION CENTERS PROVIDE FREE JOB SEARCH AND SUPPORT SERVICES TO THE GENERAL PUBLIC, REGARDLESS OF INCOME OR OTHER QUALIFYING CRITERIA. CUSTOMIZED TRAINING PROGRAMS FOR CAREERS IN CUSTOMER SERVICE ARE ALSO OFFERED. THE ORGANIZATION HAS DEVELOPED EXPERTISE IN SERVING PEOPLE WITH PRIOR CRIMINAL CONVICTIONS, PEOPLE WHO ARE DEAF AND HARD OF HEARING, AND POPULATIONS WHO ARE ECONOMICALLY DISADVANTAGED. FORM 990, PART III, LINE 3 DURING 2022, GOODWILL-CHICAGO BEGAN A PROGRAM TO FACILITATE THE ORGANIZATION'S INVESTMENT IN YOUTH AND YOUNG ADULT JOB SEEKERS. THE EMPOWER YOUTH PROGRAM PROVIDES CAREERS TRAINING AND DEVELOPMENT OPPORTUNITIES FOR YOUTH AND YOUNG ADULTS AGED 16 TO 24. WHILE NOT AN EXHAUSTIVE LIST OF CRITERIA, THE PROGRAM ENGAGES WITH COMMUNITIES IN NEED, FOCUSING PARTICULARLY ON YOUNG PEOPLE FROM LOW-INCOME COMMUNITIES OR THOSE GRAPPLING WITH DISINVESTMENT OR LACK OF ACCESS TO RESOURCES. THE PROGRAM WILL SERVE THOSE LIVING IN POVERTY, PEOPLE SEPARATED FROM WORK AND SCHOOL, AND THOSE SUSCEPTIBLE TO GANG INVOLVEMENT EITHER AS VICTIMS OR PERPETRATORS OF VIOLENCE. EMPOWER YOUTH'S AIM IS TO WORK COLLABORATIVELY WITH THE DISADVANTAGED GROUP TO INCREASE AWARENESS OF THE GOODWILL'S INVESTMENT IN TRAINING, RESOURCES, JOBS ACCESS AND WRAP-AROUND SUPPORTIVE SERVICES. THE PROGRAMS WILL SUPPORT DECREASED CRIME RATES, DIMINISHED GANG INVOLVEMENT, AND PREVENT THE CONTINUATION OF POVERTY AND EMPLOYMENT BARRIERS. BY ENGAGING WITH OPPORTUNITY YOUTH EARLY ON, THE PROGRAM EMPOWERS THEM TO PURSUE PATHS CONDUCTIVE TO A BRIGHTER FUTURE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS GOODWILL IS THE SOLE CORPORATE MEMBER OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT GOVERNING BODY GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY ELECTS THE BOARD OF DIRECTORS OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OR STOCKHOLDERS WHO MAY APPROVE DECISIONS GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY APPROVES THE ACTIONS OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS MAY 24, 2023 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM PRIOR TO FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") MAINTAINS A CONFLICT OF INTEREST POLICY ("POLICY"). THE PURPOSE OF THE POLICY IS TO PROTECT GOODWILL'S INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE FINANCIAL INTEREST OF AN INTERESTED PERSON SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF GOODWILL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, HE OR SHE SHALL RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION, WHETHER THE TRANSACTION REFLECTS FAIR MARKET VALUE, HAS NO BEARING ON THE RELATIONSHIP, AND IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC AVAILABILITY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") POSTS ITS GOVERNING DOCUMENTS, ANNUAL REPORT, FINANCIAL STATEMENTS AND FORMS 990 TO ITS WEBSITE. GOODWILL ALSO MAKES THIS INFORMATION, AND OTHER REQUIRED DISCLOSURES, AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 REFER TO NARRATIVE LISTED FOR LINE 18. PART VII COMPENSATION FROM A RELATED ORGANIZATION GOODWILL-CHICAGO DOES NOT DIRECTLY COMPENSATE ITS OFFICERS. THE FILING ORGANIZATION RELIES ON ITS PARENT ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., TO FACILITATE ITS COMPENSATION. THE COMPENSATION LISTED IN FORM 990, PART VII IS THE TOTAL COMPENSATION PAID BY THE PARENT ORGANIZATION TO MANAGE THE PARENT ORGANIZATION AND ITS RELATED ORGANIZATIONS, INCLUDING GOODWILL-CHICAGO. GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC 6055 N 91ST STREET MILWAUKEE WI 53225 390808491 HUMAN SERVICE WI 501(C)(3) LINE 7 N/A 0 GOODWILL MANUFACTURING INC 6055 N 91ST STREET MILWAUKEE WI 53225 352531359 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0