2023-11-13T07:44:46-06:00 2022-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2022-01-01 730614297 GOODWILL INDUSTRIES OF TULSA INC GOOD 9185847291 2800 SOUTHWEST BLVD TULSA OK 74107 DAVID OLIVER PRESIDENT 9185847291 2023-11-02 1 DAVID OLIVER 999009999 0 W LYNDEL LACKEY P00234298 9187452333 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID OLIVER 2800 SOUTHWEST BLVD TULSA OK 74107 37555135 0 X WWW.GOODWILLTULSA.ORG X 1927 OK GOODWILL INDUSTRIES OF TULSA, INC. PROVIDES WORK OPPORTUNITIES, JOB TRAINING AND SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS. 26 26 807 161 0 0 20602332 24264680 2505585 1860700 1302551 1830747 30106 115965 24440574 28072092 21244 36879 0 0 14254766 15669852 0 0 60241 5373467 6150532 19649477 21857263 4791097 6214829 55800600 58446185 1822395 3011519 53978205 55434666 X GOODWILL INDUSTRIES OF TULSA, INC. PROVIDES WORK OPPORTUNITIES, JOB TRAINING AND SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS. 0 0 19517407 36879 1976665 GOODWILL INDUSTRIES OF TULSA HAS PROVIDED SERVICES TO THOSE IN NEED SINCE 1927, AND THE NUMBER SERVED CONTINUES TO GROW. IN 2022 THOUSANDS OF INDIVIDUALS USED GOODWILL INDUSTRIES OF TULSA'S EMPLOYMENT PROGRAMS, JOB TRAINING AND PLACEMENT SERVICES, AND FINANCIAL RESILIENCE PROGRAMS TO BETTER THEIR LIVES. GOODWILL INDUSTRIES OF TULSA'S OPERATIONS HAD A $46.1 MILLION IMPACT ON THE REGIONAL ECONOMY IN 2022. THE PRIMARY PROGRAMS OPERATED BY GOODWILL INDUSTRIES OF TULSA ARE DESCRIBED IN DETAIL BELOW.IN 2022 GOODWILL INDUSTRIES OF TULSA EMBARKED ON THE FIRST YEAR OF ITS THREE-YEAR STRATEGIC PLAN, DESIGNED TO POSITION THE ORGANIZATION FOR LONG-TERM GROWTH. WE BROUGHT ON NEW STAFF, EXPANDED EXISTING COMMUNITY PARTNERSHIPS AND FORMED NEW ONES, FINE-TUNED OUR OPERATIONS, REFINED PROGRAMS, AND ADOPTED NEW BOARD PRACTICES. THESE MEANINGFUL CHANGES WILL MAKE IT POSSIBLE FOR GOODWILL INDUSTRIES OF TULSA TO SERVE THE COMMUNITY IN NEW AND BETTER WAYS. INDIVIDUALS WHO USE GOODWILL INDUSTRIES OF TULSA'S SERVICES BRING HARD WORK AND AMBITION TO THE TABLE, AND WE STRIVE TO REWARD THEIR EFFORTS WITH QUALITY SERVICES AND ASSISTANCE. OUR PROGRAMS INCLUDE THE FOLLOWING:EMPLOYMENT PROGRAMS: THE WORK OPPORTUNITIES FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS REFERENCED IN GOODWILL INDUSTRIES OF TULSA'S MISSION STATEMENT RELATE TO OUR EMPLOYMENT PROGRAMS. THESE PROGRAMS ENCOMPASS A WIDE VARIETY OF POSITIONS, INCLUDING THE FOLLOWING:- JOBS RELATED TO COLLECTING, PROCESSING AND SELLING GOODS DONATED BY THE PUBLIC IN OUR DONATED GOODS PROGRAM.- JOBS PERFORMED BY SUPPORTED WORKERS WITH DISABILITIES AND A JOB COACH, IN SMALL GROUPS AT LOCAL HOSPITALS (PROVIDING PAPER SHREDDING AND LIGHT CUSTODIAL SERVICES) AND AT SPECIFIC GOODWILL DONATION SITES.- JOBS RELATED TO PACKAGING, COLLATING, AND ASSEMBLY WORK FOR LOCAL COMPANIES, COMPLETED BY GOODWILL EMPLOYEES WITH DISABILITIES IN GOODWILL'S CENTER-BASED CONTRACTS BUSINESS.GOODWILL INDUSTRIES OF TULSA EMPLOYED MORE THAN 750 INDIVIDUALS WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS IN 2022. THESE INDIVIDUALS EARNED MORE THAN $12 MILLION IN WAGES AND BENEFITS DURING THE YEAR.GOODWILL TULSAWORKS CAREER ACADEMY (TWCA): TRAINING PROVIDED BY TWCA IS DESIGNED TO LEAD TO CREDENTIALS AND CERTIFICATIONS THAT PREPARE GRADUATES TO FILL IN-DEMAND JOBS IN THE COMMUNITY, IN FIELDS THAT PROVIDE CAREER PATHWAYS.IN 2022 TWCA OFFERED CAREER TRAINING IN INFORMATION TECHNOLOGY, HOSPITALITY, PRIVATE SECURITY, AND FORKLIFT OPERATION, IN ADDITION TO GED PREPARATION CLASSES. MORE THAN 400 INDIVIDUALS RECEIVED SERVICES THROUGH TWCA IN 2022 EARNING MORE THAN 1,000 CREDENTIALS AND CERTIFICATES. ALL CLASSES ARE AVAILABLE IN PERSON; MANY CLASSES ALSO ARE AVAILABLE VIRTUALLY. EACH TWCA PARTICIPANT IS ASSIGNED A CAREER NAVIGATOR TO ASSIST WITH ISSUES THAT AFFECT THEIR ABILITY TO ATTEND OR COMPLETE TRAINING, PROVIDE JOB PLACEMENT ASSISTANCE, AND FOLLOW UP AFTER EMPLOYMENT. THE AVERAGE STARTING WAGE FOR TULSAWORKS GRADUATES PLACED INTO EMPLOYMENT IN THE COMMUNITY WAS $14.97 PER HOUR.GOODWILL JOB CONNECTION: JOB CONNECTION OFFERS FREE, IN-PERSON JOB SEARCH ASSISTANCE, PROVIDING COMPUTER ACCESS, RELIABLE INTERNET, AND ONE-ON-ONE HELP FROM TRAINED STAFF. 420 JOB SEEKERS TOOK ADVANTAGE OF THIS SERVICE IN 2022. STAFF MEMBERS HELP INDIVIDUALS RECOGNIZE THEIR TALENTS AND TRANSLATE THEIR EXPERIENCE ONTO A RESUME AND INTO INTERVIEWS. IN ADDITION, JOB CONNECTION HOSTS HIRING EVENTS AND CAREER FAIRS TO CONNECT JOB SEEKERS WITH LOCAL AND REMOTE EMPLOYERS THAT ARE ACTIVELY HIRING; IT ALSO MAINTAINS AN ONLINE JOB BOARD. THE JOB BOARD SAW MORE THAN 5,800 VISITORS IN 2022.TRAINING PROGRAMS FOR INDIVIDUALS WITH DISABILITIES: GOODWILL INDUSTRIES OF TULSA OPERATES SEVERAL TRAINING PROGRAMS DESIGNED TO SERVE INDIVIDUALS WITH DISABILITIES, INCLUDING THE FOLLOWING:- SCHOOL-TO-WORK TRANSITION SERVICES FOR HIGH SCHOOL JUNIORS AND SENIORS. THE PROGRAM CURRICULUM PROVIDES STUDENTS WITH DISABILITIES THE SKILLS THEY NEED TO ENTER THE WORKFORCE. THE PROGRAM HAS BEEN EXPANDED TO ADDRESS INDIVIDUALS ON THE AUTISM SPECTRUM. (NOTE: THIS PROGRAM WAS ON HIATUS FOR THE 2022 SCHOOL YEAR DUE TO STAFFING SHORTAGES AND IS EXPECTED TO RE-LAUNCH IN 2023.)- EMPLOYMENT & RETENTION, AND SUPPORTED EMPLOYMENT. BOTH PROGRAMS ARE DESIGNED TO PLACE INDIVIDUALS WITH DISABILITIES INTO COMPETITIVE JOBS IN THE COMMUNITY BY WORKING WITH EMPLOYERS TO DEVELOP POTENTIAL JOBS FOR PROGRAM PARTICIPANTS. TWELVE INDIVIDUALS WERE SERVED IN THESE PROGRAMS IN 2022.FINANCIAL RESILIENCE PROGRAMS:- VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVES LOW- AND MODERATE-INCOME TAXPAYERS BY PROVIDING FREE FEDERAL AND STATE TAX RETURN PREPARATION. IN 2022 GOODWILL INDUSTRIES OF TULSA VITA VOLUNTEERS HELPED FILE 3,270 TAX RETURNS, RESULTING IN MORE THAN $5.5 MILLION RETURNING TO THE LOCAL ECONOMY. - IN 2022 GOODWILL INDUSTRIES OF TULSA SERVED AS THE NON-PROFIT PARTNER FOR THE CITY OF TULSA FOR THE TULSA FINANCIAL EMPOWERMENT CENTER. THIS PROGRAM, FUNDED WITH PUBLIC AND PRIVATE DOLLARS, STRIVES TO PROVIDE PROFESSIONAL LONG-TERM FINANCIAL COUNSELING TO TULSANS AT NO COST TO THEM. FINANCIAL COUNSELORS PARTNER WITH CLIENTS INDIVIDUALLY TO WORK ON ACHIEVING FINANCIAL GOALS. IN 2022 THIS PROGRAM PROVIDED 1,115 COUNSELING SESSIONS TO 425 CLIENTS.- BANK ON TULSA IS DESIGNED TO CONNECT PEOPLE WITH SAFE AND AFFORDABLE BANK ACCOUNTS. PROGRAM GOALS INCLUDE (1) INCREASING THE NUMBER OF AREA FINANCIAL INSTITUTIONS THAT OFFER LOW-FEE, FULLY FUNCTIONAL, SAFE ACCOUNTS AND (2) ENCOURAGING UNBANKED AND UNDER-BANKED CUSTOMERS TO USE THEM. GOODWILL INDUSTRIES OF TULSA WORKS WITH TEN FINANCIAL INSTITUTIONS THAT OFFER BANK ON CERTIFIED ACCOUNTS. THIS PROGRAM IS SUPPORTED BY PRIVATE FOUNDATION FUNDS AND GOODWILL INDUSTRIES OF TULSA. 19517407 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 1 807 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X KARLA DAVIS 9185811234 2800 SOUTHWEST BLVD TULSA OK 74107 RON MUCCI BOARD CHAIRMAN 3.00 X X 0 0 0 CRAIG SUTTON BOARD VICE CHAIRMAN 3.00 X X 0 0 0 MARK FIEGENER SECRETARY/TREASURER 3.00 X X 0 0 0 RONNY ALTMAN DIRECTOR 1.00 X 0 0 0 STEVE BERLIN DIRECTOR 1.00 X 0 0 0 JAMES R BEVERLEY III DIRECTOR 1.00 X 0 0 0 TERRY BLAIN DIRECTOR 1.00 X 0 0 0 TREY BOMIER DIRECTOR 1.00 X 0 0 0 NUCEKA CHATMAN DIRECTOR 1.00 X 0 0 0 JEAN KELLEY DIRECTOR 1.00 X 0 0 0 KEVIN LACKNER DIRECTOR 1.00 X 0 0 0 TAMMIE L MALONEY DIRECTOR 1.00 X 0 0 0 DEREK MARTIN DIRECTOR 1.00 X 0 0 0 PAUL ROSSLER DIRECTOR 1.00 X 0 0 0 BRIAN SANDERSFIELD DIRECTOR 1.00 X 0 0 0 KACI SKIDGEL DIRECTOR 1.00 X 0 0 0 KYARA SMITH DIRECTOR 1.00 X 0 0 0 CING TAITHUL DIRECTOR 1.00 X 0 0 0 PAUL WOODUL DIRECTOR 1.00 X 0 0 0 JIM BEASLEY DIRECTOR 1.00 X 0 0 0 TORII FREEMAN DIRECTOR 1.00 X 0 0 0 CHRIS MAFILLE DIRECTOR 1.00 X 0 0 0 MELISSA MCGILLEN DIRECTOR 1.00 X 0 0 0 RON PETERS DIRECTOR 1.00 X 0 0 0 DAVID POCZYNEK DIRECTOR 1.00 X 0 0 0 CLARK SOUTHMAYD DIRECTOR 1.00 X 0 0 0 DAVID OLIVER PRESIDENT 40.00 X 285193 0 24234 KARLA DAVIS VP OF ADMIN CFO 40.00 X 133752 0 16512 KYLE HAGER CIO 40.00 X 154134 0 11667 RON MEIJERINK COO 40.00 X 149758 0 11829 JULIE RETTINGER CMDO 40.00 X 122793 0 5579 LORI MCKENZIE VP OF RETAIL 40.00 X 106180 0 16290 951810 0 86111 6 0 1 0 0 601351 54954 23608375 22284891 24264680 WORKFORCE DEVELOPMENT FEES 459510 1179330 1179330 CONTRACT & EMPLOYMENT PROGRAMS 459510 681370 681370 1860700 603176 603176 10709014 1600 9483043 0 1225971 1600 1227571 1227571 MISCELLANEOUS 900099 115965 115965 115965 28072092 1976665 0 1830747 18194 18194 18685 18685 459694 450497 9197 12724758 11635689 1050844 38225 444101 397303 46798 1001988 911610 90378 1039311 925531 110194 3586 16930 16930 62261 62261 93302 36307 56995 480991 288897 184121 7973 300258 278039 22219 649611 594736 53884 991 205566 172229 33233 104 1618699 1607824 10745 130 69090 49875 19180 35 161515 161515 1265767 1234356 31411 322429 307802 14627 FUEL AND TRANSPORTATION 402852 401467 1385 BANK FEES 315953 301375 14578 EMPLOYEE RELATIONS 76159 72645 3514 RENTAL AND MAINTENANCE 68830 66324 2506 40319 37004 3315 21857263 19517407 2279615 60241 2416978 2295477 10579206 14821527 603466 602543 223688 339996 455768 455768 123514 165517 42623948 25915401 17394398 16708547 23219840 21192810 783742 656414 0 1207586 55800600 58446185 1822395 1807961 0 1203558 1822395 3011519 X 53256854 54603315 721351 831351 53978205 55434666 55800600 58446185 6214829 -4758368 0 X X 0 1 X 1 0 X 17508471 18941627 17538750 20602332 24264680 98855860 17508471 18941627 17538750 20602332 24264680 98855860 98855860 449968 551382 424890 484233 603176 2513649 20203 61122 253456 30106 115965 480852 101850361 12860101 0.97060 0.97170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25911944 583876 -2994903 717462 93302 22690153 21017689 2162651 3469626 646891 91131 25911944 18447020 731000 2530064 615936 74459 21017689 15660402 530000 2897654 571266 69770 18447020 16181770 576000 -508182 522123 67063 15660402 1.00000 1 0 6152951 6152951 27621607 17745657 9875950 8849390 8169744 679646 16708547 LEASE LIABILITIES 1203558 1203558 23220422 -4758368 -4758368 27978790 93302 93302 28072092 21763961 0 21763961 93302 93302 21857263 SCHEDULE D, PART V THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS IS TO PRESERVE PRINCIPAL WHILE GENERATING GROWTH OF PRINCIPAL AND CURRENT INCOME SUFFICIENT TO ALLOW ANNUAL APPROPRIATIONS TO SUPPORT GOODWILL'S MISSION FROM GOODWILL INDUSTRIES OF TULSA'S UNRESTRICTED ENDOWMENT FUNDS. 1 TRANSPORTATION, FEES, LICENSES, ETC. 120 11309 COST BUS PASS/TOKENS, FEE PAYMENTS, ETC. STIPENDS FOR TRAINING, PLACEMENT, JOB RETENTION, SAVINGS MATCH 13 2885 STIPENDS FOR TRAINING, JOB RETENTION, SAVING MATCH AWARDS 4 4000 AWARDS PART I, LINE 2: GRANTS ARE GIVEN AS PAYMENTS FOR ITEMS INDIVIDUALS NEED TO PURSUE EMPLOYMENT OR FOR WORK. THESE OFTEN INCLUDE PAYMENTS OF FEES FOR A CERTIFIED BIRTH CERTIFICATE, GED, OR OTHER TESTING; PROVIDING BUS PASSES OR BUS TOKENS; PROVIDING VOUCHERS FOR APPROPRIATE INTERVIEW CLOTHING, WORK ATTIRE AND FOOTWEAR, FOOD AND PERSONAL CARE ITEMS. PROGRAM PARTICIPANTS WHO ARE ENROLLED IN AND MEET THE REQUIREMENTS OF GOODWILL'S SAVINGS MATCH PROGRAMS EARN STIPENDS ASSOCIATED WITH THE AMOUNT OF SAVINGS THEY ACCUMULATE. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID OLIVER PRESIDENT 238155 0 45000 0 2038 0 15992 0 8242 0 309427 0 0 0 KYLE HAGER CIO 144134 0 10000 0 0 0 6646 0 5021 0 165801 0 0 0 RON MEIJERINK COO 148597 0 0 0 1161 0 7269 0 4560 0 161587 0 0 0 KARLA DAVIS VP OF ADMIN CFO 109752 0 24000 0 0 0 8465 0 8047 0 150264 0 0 0 PART I, LINE 1A THE PRESIDENT IS ALLOWED TO TAKE A GUEST TO ONE GOODWILL NATIONAL CONFERENCE. PART I, LINE 7 EXECUTIVE STAFF BONUSES ARE PAID BASED ON OUTCOMES ACHIEVED IN 2022 TOWARD GOALS AND OBJECTIVES APPROVED BY THE BOARD OF DIRECTORS. X 22284891 ANNUAL SALES VALUE 0 1 1 PART I, LINE 32B: GOODWILL HOLDS A REGULAR PUBLIC AUCTION WHICH IS CONDUCTED BY A PROFESSIONAL AUCTIONEER WHO IS COMPENSATED ON A COMMISSION BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE, RISK, AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AT A REGULAR MEETING OR TO THE EXECUTIVE COMMITTEE IF THE FINANCE COMMITTEE IS UNABLE TO MEET. FURTHERMORE, A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS TO REVIEW ON A SECURE WEBSITE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EVALUATES ITS CONFLICT OF INTEREST POLICY AND ASKS ITS BOARD MEMBERS AND MANAGEMENT LEVEL STAFF TO REVIEW AND DISCLOSE ANY CONFLICTS THEY ARE AWARE OF ANNUALLY. BOARD MEMBERS AND MANAGEMENT SIGN OFF THAT THEY HAVE REVIEWED THE POLICY AND DISCLOSED ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS THE REVIEW. THE EXECUTIVE COMMITTEE USES A VARIETY OF LOCAL, REGIONAL, AND NATIONAL SALARY DATA TO EVALUATE THE CHIEF EXECUTIVE'S COMPENSATION LEVEL. A FORMAL SALARY REVIEW CHECKLIST HAS BEEN DEVELOPED TO DOCUMENT THE PROCESS AND THE RESULTS. A SIMILAR REVIEW PROCESS IS IN PLACE FOR OTHER SENIOR LEVEL POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEARS FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MEETS 4 TIMES PER YEAR. THE FULL BOARD CAN DELEGATE DECISION MAKING AUTHORITY TO THE EXECUTIVE COMMITTEE FOR SPECIFIC MATTERS.