2023-06-28T12:17:55-05:00 2022-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2022-01-01 362167846 GOODWILL INDUSTRIES OF NORTHERN IL AND WI STATELINE AREA INC GOOD 8159653795 850 N CHURCH ST ROCKFORD IL 61103 BENJAMIN BERNSTEN PRESIDENT 8159653795 2023-06-23 1 BENJAMIN BERNSTEN XXX-XX-XXXX 0 BRIDGETTE MUGGE P00671418 2627549400 2023-06-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BENJAMIN BERNSTEN 850 N CHURCH ST ROCKFORD IL 61103 41123818 0 X WWW.GOODWILLNI.ORG X 1936 IL CREATE OPPORTUNITIES FOR PEOPLE WITH BARRIERS THROUGH TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES 15 15 1210 75 0 0 15821590 16436275 22169828 24626997 264631 23116 20831 16838 38276880 41103226 82999 343304 0 0 13366803 16447738 0 0 99466 19138961 22351546 32588763 39142588 5688117 1960638 24956445 32716738 4957187 12126543 19999258 20590195 X THE MISSION OF GOODWILL IS TO CREATE OPPORTUNITIES FOR INDIVIDUALS WITH BARRIERS TO ENHANCE THEIR LIVES. BARRIERS INCLUDE PHYSICAL OR MENTAL DISABILITIES, LACK OF EDUCATION AND JOB PREPARATION, SOCIO-ECONOMIC DISADVANTAGES, AND OTHERS. GOODWILL PROVIDES COMMUNITY PROGRAMS, CASE MANAGEMENT, VOCATIONAL TRAINING, AND SUPPORTIVE FINANCIAL PROGRAMS AND SERVICES FOR INDIVIDUALS WITH BARRIERS. GOODWILL'S PROGRAMS HELP INDIVIDUALS FIND AND MAINTAIN EMPLOYMENT, MANAGE THEIR FINANCES BETTER, AND ATTAIN THE TRAINING THEY NEED TO BE SUCCESSFUL IN THE COMMUNITIES WE SERVE. 0 0 28059866 24626997 RETAIL SERVICESTHERE'S REALLY NOTHING LIKE GOODWILL INDUSTRIES OF NORTHERN ILLINOIS. FOR MANY, WE'RE A GREAT RETAIL SHOPPING EXPERIENCE WITH 12 LOCATIONS IN AN 18 COUNTY AREA OFFERING AMAZING VALUE AND HIDDEN TREASURES. FOR OTHERS, WE'RE A CONVENIENT PLACE TO DONATE USED CLOTHING AND HOUSEHOLD ITEMS WITH MORE THAN 6.72 MILLION POUNDS OF GOODS KEPT OUT OF THE LANDFILLS AND RECYCLED IN 2022. DONATIONS FROM INDIVIDUALS, COMPANIES AND ORGANIZATIONS ARE THE FIRST STEP IN PUTTING OUR MISSION INTO MOTION BY GENERATING THE SALES REVENUE NEEDED TO PROVIDE VITAL SKILLS AND TRAINING TO PARTICIPANTS WITH DISABILITIES. GOODWILL IS ALSO A STRONG CORPORATE CITIZEN. IN 2022, GOODWILL GENERATED $1,312,000 IN RETAIL SALES TAX AND PAID EMPLOYEE INCOME TAXES IN THE AMOUNT OF OVER $1,042,000. 8576596 343304 MISSION SERVICESIN 2022 GOODWILL INDUSTRIES OF NORTHERN ILLINOIS SERVED 22,663 PEOPLE IN MANY DIFFERENT WAYS, BUT WITH THE SAME END GOAL - HELPING PEOPLE CREATE OPPORTUNITIES TO ENHANCE THEIR LIVES. GOODWILL'S FINANCIAL SUPPORT PROGRAMS PROVIDED FREE INCOME TAX PREPARATION AND FILING SERVICES TO INDIVIDUALS. OUR "GOODGRADS" ADULT BASIC EDUCATION PROGRAM SERVED 720 PEOPLE PROVIDING BOTH EDUCATION AND CASE MANAGEMENT AND 949 SCHOLARSHIPS TO HELP OFFSET COSTS ASSOCIATED WITH THE HIGH SCHOOL EQUIVALENCY (GED) TEST. GOODWILL'S "LET'S GO TO WORK" PROGRAM GAVE 55 ADULTS WITH DISABILITIES THE OPPORTUNITY TO 'EARN WHILE THEY LEARN' IN 9 GOODWILL LOCATIONS WITH THE GOAL OF TRANSITIONING MANY TO THE LOCAL WORK FORCE. GOODWILL'S EMPLOYMENT PROGRAMS PLACED 1,084 PEOPLE IN GOOD JOBS IN THE LOCAL AREA. 36636462 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X SHAWN MCGUIRE 8159876234 850 NORTH CHURCH STREET ROCKFORD IL 61103 JIM CORBETT BOARD CHAIRMAN 2.00 X X 0 0 0 PAULINA SIHAKOM VICE CHAIRMAN 2.00 X X 0 0 0 KERRY HILL TREASURER 2.00 X X 0 0 0 MANDOLYN MACKENZIE SECRETARY 2.00 X X 0 0 0 MICHAEL IASPARRO DIRECTOR 2.00 X 0 0 0 AL SOFTLEY DIRECTOR 2.00 X 0 0 0 CHRIS BLACK DIRECTOR 2.00 X 0 0 0 MARK HUNTER DIRECTOR 2.00 X 0 0 0 MIKE MASTROIANNI DIRECTOR 2.00 X 0 0 0 TINA RITTNER DIRECTOR 2.00 X 0 0 0 JONATHAN GATES DIRECTOR 2.00 X 0 0 0 TIANA MCCALL DIRECTOR 2.00 X 0 0 0 JULIO CAPELES DIRECTOR 2.00 X 0 0 0 DR ARNOLD ROSS DIRECTOR 2.00 X 0 0 0 BENJAMIN BERNSTEN PRESIDENT 40.00 X 253616 0 24609 JENNIFER CHAPEL FINANCE DIRECTOR 40.00 X 145277 0 13207 GINNIE WECKERLY HR DIRECTOR 40.00 X 119236 0 11691 COURTNEY GEIGER MISSION SERVICES DIRECTOR 40.00 X 126660 0 15623 CRAIG STEEGE RETAIL DIRECTOR 40.00 X 101108 0 19610 745897 0 84740 5 0 1 0 0 5484 3551206 12879585 12393481 16436275 STORE SALES 459510 22696286 22696286 SALVAGE SALES 459510 1930711 1930711 24626997 23116 23116 37430 5484 20592 16838 16838 41103226 24626997 0 39954 7500 7500 335804 335804 436709 436709 13723038 12806895 847967 68176 69563 55395 13089 1079 1199693 1105183 86161 8349 1018735 952608 61006 5121 18791 10474 8317 71442 71442 1101240 898432 201712 1096 341786 36961 301582 3243 733296 710693 21657 946 3603944 3487937 116007 320062 305625 13601 836 22493 5734 16111 648 85623 85623 910119 888220 21899 COST OF GOODS SOLD 13032317 13032317 SUPPLIES 889551 824470 57772 7309 CREDIT CARD FEES 494579 494579 EQUIPMENT RENTAL 462643 398218 61762 2663 263660 193794 69866 39142588 36636462 2406660 99466 3538160 3855362 316686 416308 290912 528405 275983 848698 1039392 504574 227412 15908893 7550349 6722473 8358544 12251181 10744620 163111 142245 83157 7365960 24956445 32716738 1416835 1619885 37709 44396 1361125 1294499 1723828 1609649 417690 7558114 4957187 12126543 X 19986094 20377031 13164 213164 19999258 20590195 24956445 32716738 1960638 -1369701 0 X X 0 1 X 1 0 X 9304806 10233775 16743184 15821590 16450539 68553894 9304806 10233775 16743184 15821590 16450539 68553894 3625670 64928224 12914 28509 12277 10050 23116 86866 14758 11524 11790 20831 16838 75741 68716501 95156103 0.94490 0.93590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2018 AMOUNT: $ 14,758. 2019 AMOUNT: $ 11,524. 2020 AMOUNT: $ 11,790. 2021 AMOUNT: $ 20,831. 2022 AMOUNT: $ 16,838. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12730978 -1369701 71442 11289835 1103706 10967546 708862 49136 12730978 1013593 97998 7885 1103706 886897 134539 7843 1013593 942100 -47280 7923 886897 1.00000 0.00000 0.00000 1 0 2161490 2161490 5997983 1674825 4323158 2759406 2194101 565305 1672778 1160206 512572 3317236 2521217 796019 8358544 DEFERRED RETIREMENT ASSET 96549 RIGHT OF USE ASSET 7269411 7365960 DEFERRED RETIREMENT LIABILITY 96549 RIGHT OF USE LIABILITY 7461565 7558114 X 39832939 -1369701 150264 20592 -1198845 41031784 71442 71442 41103226 39242002 150264 20592 170856 39071146 71442 71442 39142588 PART V, LINE 4: THE $7,505 WAS CONTRIBUTED TO GOODWILL WITH THE INTENDED PURPOSE OF HAVING THE PRINCIPAL HELD IN PERPETUITY AND THE EARNINGS ON THE PRINCIPAL TO BE USED FOR ONGOING OPERATIONS OF THE ORGANIZATION. THE BOARD DESIGNATED PORTION IS TO RESERVE THESE FUNDS FOR POTENTIAL FUTURE USE. PART X, LINE 2: GOODWILL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 20,592. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 20,592. SPRING FLING GOLF OUTING 42914 5484 37430 18333 2259 42914 5484 37430 18333 2259 20592 16838 1 PARTICIPANT INCENTIVES 348 27950 TRANSPORTATION ASSISTANCE 886 126932 FMV RIDE PASSES, GAS CARDS, LYFT, UBER GED SCHOLARSHIPS 949 33363 FMV FEES FOR TESTING TRAINING ASSISTANCE 50 135559 FMV TRAINING SUPPLIES AND CLASSES COLLEGE SCHOLARSHIPS 7 12000 PART I, LINE 2: SCHOLARSHIPS SCHOLARSHIP FUNDS ARE ISSUED DIRECTLY TO POST-SECONDARY INSTITUTIONS WITH THE STIPULATION THAT THEY BE USED ONLY FOR STUDENT SCHOLARSHIPS. GOODWILL RECEIVES A LISTING OF SCHOLARSHIP RECIPIENTS AS WELL AS THANK-YOU LETTERS FROM THE RECIPIENTS. TRANSPORTATION ASSISTANCE TRANSPORTATION ASSISTANCE IS PROVIDED TO INDIVIDUALS IN THE FORMS OF BUS PASSES FOR THE ROCKFORD MASS TRANSIT DISTRICT AND GASOLINE GIFT CARDS IN ORDER TO ENSURE THAT FUNDS ARE USED BY RECIPIENTS ONLY FOR BUS RIDES OR TO PURCHASE GASOLINE. PARTICIPANT INCENTIVES FUNDS ARE GIVEN UPON MILESTONE COMPLETIONS BASED ON SET AMOUNTS. X X X X X 0 0 0 0 0 1 0 0 0 BENJAMIN BERNSTEN PRESIDENT 199616 0 54000 0 0 0 9981 0 14628 0 278225 0 0 0 JENNIFER CHAPEL FINANCE DIRECTOR 128477 0 16800 0 0 0 3854 0 9353 0 158484 0 0 0 PART I, LINE 6 PORTION OF ANNUAL BONUS OF PRESIDENT, HR DIRECTOR, MARKETING DIRECTOR AND MISSION SERVICES DIRECTOR IS CONTINGENT ON ORGANIZATION HAVING NET INCOME. A UPPER ILLINOIS RIVER VALLEY DEVELOPMENT AUTHORITY 363904948 NONEAVAIL 2013-08-22 2320000 CONSTRUCTION OF CRYSTAL LAKE STORE 0 0 0 A 1025501 2320000 1516194 26967 2169230 150770 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 0 X 12393481 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: GOODWILL UTILITIZES THE SERVICES OF A THIRD PARTY TO PROCESS AND SELL VEHICLE CONTRIBUTIONS. THE PROCEEDS OF VECHICLES SOLD, LESS AN ADMINISTRATIVE FEE, ARE REMITTED TO GOODWILL. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A COPY FOR REVIEW AND GOVERNING MEMBERS MUST APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C BEFORE THE ORGANIZATION ENGAGES IN AN ACTIVITY THAT COULD BE A CONFLICT OF INTEREST, IT MUST BE PRESENTED TO AND APPROVED BY THE BOARD. PERIODIC MONITORING WILL TAKE PLACE AND IF AN UNAPPROVED CONFLICT OF INTEREST IS DISCOVERED, THE ISSUE MUST BE TAKEN BEFORE THE BOARD TO BE APPROVED OR DISALLOWED. EACH DIRECTOR, OFFICER, AND COMMITTEE MEMBER WILL BE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH SAID POLICY. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE IN REGARDS TO THAT ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE COMBINED EXECUTIVE COMMITTEE AND HR COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT. ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE REVIEWS A SALARY SURVEY CONDUCTED BY GOODWILL INDUSTRIES INTERNATIONAL (GII). THIS SURVEY CONSISTS OF COMPENSATION INFORMATION OF GOODWILL CEOS AND EXECUTIVE STAFF AND THEN RANKS THEM BY REVENUE SIZE. THE COMMITTEE ALSO REVIEWS A REGIONAL NOT FOR PROFIT COMPENSATION SURVEY CONDUCTED BY UNITED WAY AND REVIEWS 990 COMPENSATION DATA FROM COMPARABLE NOT FOR PROFIT AGENCIES, BOTH GEOGRAPHICALLY AND BY SIZE. THE HUMAN RESOURCES COMMITTEE SERVES S COMPENSATION COMMITTEE FOR EXECUTIVE STAFF. ON AN ANNUAL BASIS THE PRESIDENT MEETS WITH THIS COMMITTEE AND REVIEWS THE GII SALARY SURVEY AND OTHER LOCAL/REGIONAL SALARY SURVEYS (WHEN AVAILABLE) TO SET COMPENSATION FOR THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C NO CHANGE IN PROCESS OF SELECTION OF AUDITOR OR OVERSIGHT OF AUDIT