2023-08-02T14:37:52-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-01-01 340252230 THE GOODWILL INDUSTRIES OF AKRON OHIO INC GOOD 3307246995 570 E WATERLOO RD AKRON OH 44319 NANCY ELLIS MCCLENAGHAN JUDITH BECKER, DIR OF ACCT 3307246995 2023-08-02 1 NANCY ELLIS MCCLENAGHAN 999009999 0 JENNIFER COLEMAN P00743188 3304972000 2023-07-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY ELLIS MCCLENAGHAN 570 E WATERLOO RD AKRON OH 44319 29728066 0 X WWW.GOODWILLAKRON.ORG X 1927 OH TO HELP PEOPLE FIND AND RETAIN EMPLOYMENT BY SELLING DONATED GOODS AND PROVIDING TRAINING SERVICES. 29 29 936 95 0 0 7047115 6907606 18255267 19833578 601430 451543 41480 10340 25945292 27203067 12655 45125 0 0 10579541 12025140 0 0 83807 13846310 14683922 24438506 26754187 1506786 448880 23172815 24270955 2825509 5368191 20347306 18902764 X GOODWILL INDUSTRIES OF AKRON, OHIO, INC IS A NOT-FOR-PROFIT CORPORATION THAT HELPS INDIVIDUALS PREPARE FOR, FIND, AND RETAIN EMPLOYMENT. GOODWILL SERVES THE FIVE-COUNTY REGION OF SUMMIT, PORTAGE, MEDINA, ASHLAND, AND RICHLAND. GOODWILL HELPS TO DIRECTLY STRENGTHEN THE REGION'S WORKFORCE THROUGH ITS EMPLOYMENT PROGRAMS AND INDIRECTLY THROUGH THE NET PROCEEDS FROM ITS RETAIL OUTLETS AND CONTRACT SERVICES DIVISION. 0 0 20517571 16472212 ITEMS ARE DONATED FROM GENEROUS DONORS THROUGH ITS RETAIL STORES, ATTENDED DONATION SITES, AND THROUGH ESTATE OR HOME PICKUPS. THE ITEMS ARE SOLD IN ITS 14 RETAIL STORES, BOUTIQUE, ONLINE THROUGH SHOPGOODWILL.COM, EBOOKS, OR AUTO AUCTIONS. ITEMS THAT DO NOT SELL IN RETAIL LOCATIONS ARE SOLD THROUGH AN OUTLET STORE. REMAINING UNSOLD DONATIONS ARE SOLD AS SALVAGE TO KEEP ITEMS FROM THE TRASH, AS WELL AS EARNING DOLLARS TO PROMOTE THE MISSION. A TOTAL OF 189 WORK EXPERIENCE, WORK ADJUSTMENT, AND VOCATIONAL EVALUATION CLIENTS PARTICIPATED IN TRAINING OR EMPLOYMENT EXPERIENCE IN THE RETAIL AREA IN 2022. 1865725 45125 1002357 MISSION SERVICES INCLUDES A VAST ARRAY OF EMPLOYEE/EMPLOYER SERVICES FOR THE CAREER/JOB-SEEKER. THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. OFFERS CAREER EXPLORATION, ADVISING SERVICES, RESUME AND INTERVIEW PREPARATION, AS WELL AS SKILL IDENTIFICATION. FOR THE BUSINESS/EMPLOYER, WE OFFER RECRUITING, APPLICANT SCREENING, AND PRE-EMPLOYMENT TESTING. FOR THOSE IN NEED OF MORE INTENSIVE SERVICES, GOODWILL OFFERS THE FOLLOWING INDIVIDUALIZED SERVICES: ASSESSMENTS, ADJUSTMENTS, EVALUATIONS FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS, JOB COACHING, PLACEMENT AND RETENTION, WORK EXPERIENCE, AND YOUTH PROGRAMS. WORKFORCE DEVELOPMENT ALSO HOSTS A RADIO READING PROGRAM SERVING THE VISUALLY IMPAIRED OR COGNITIVELY CHALLENGED IN THE AREA. THE ELIZABETH CLARK PROGRAM SERVES THOSE IN NEED IN OUR AREA WITH VOUCHERS TO OUR RETAIL LOCATIONS DURING 2022. WORKFORCE DEVELOPMENT REFERRED 631 PARTICIPANTS FOR PLACEMENT AND PLACED 492. IN TOTAL, IT SERVED 12,245 INDIVIDUALS, IN ADDITION TO 492 RECEIVING PLACEMENT SERVICES, 101 RECEIVED VOCATIONAL EVALUATIONS, ASSESSMENTS, AND ADJUSTMENTS; 199 PARTICIPATED IN YOUTH PROGRAMS; 88 PARTICIPATED IN WORK EXPERIENCE; 179 PARTICIPATED IN JOB SKILL CLASSES, WORKSHOPS, AND JOB FAIRS; 7,706 RECEIVED JOB SEARCH ASSISTANCE AND EMPLOYER SERVICES, INCLUDING RECRUITMENT, SCREENING, TESTING, TRAINING AND OUTPLACEMENT; 127 RECEIVED JOB COACHING SERVICES; 3,353 RECEIVED OTHER SERVICES INCLUDING BUS PASSES, ELIZABETH CLARK EMERGENCY FUND GIFT CARDS, AND RADIO READING. 2064709 2359009 CONTRACT SERVICES INCLUDES ASSEMBLY OPERATIONS AND INDUSTRIAL SEWING AND IS CERTIFIED TO ISO 9001 2015. IT IS A PARTICIPANT IN THE STATE USE PROGRAM, PROVIDING ITEMS SUCH AS SAFETY VESTS, TOWELS, WASHCLOTHS, APRONS AND LAUNDRY BAGS. ITS SEWING DEPARTMENT ALSO OFFERS CUSTOMIZED INDUSTRIAL SEWING FOR AREA BUSINESSES. ASSEMBLY OPERATIONS OFFERS LOCAL BUSINESSES WITH INDIVIDUALIZED ASSEMBLY NEEDS, SUCH AS COLLATING, DIE-CUTTING, HEAT SHRINKING, PACKAGING, KITTING, DE-MANUFACTURING, RE-WORK, SORTING, LABELING AND PROTOTYPING . 3 INDIVIDUALS IN WORK EXPERIENCE, VOCATIONAL EVALUATION, AND WORK ADJUSTMENT WERE PROVIDED TRAINING OR EMPLOYMENT EXPERIENCE IN 2022 THROUGH THE CONTRACTS DIVISION. 24448005 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 936 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X X NANCY ELLIS MCCLENAGHAN 3307246995 570 E WATERLOO RD AKRON OH 44319 MARC SERVODIO CFP CHAIR 1.00 X X 0 0 0 JEANA M SINGLETON 1ST VICE CHAIR 1.00 X X 0 0 0 SUSAN HANLON PH D 2ND VICE CHAIR 1.00 X X 0 0 0 DAVID BUCCI TREASURER 1.00 X X 0 0 0 KIMBERLY D HUFF SECRETARY 1.00 X X 0 0 0 EDWARD CLUPPER II IMMEDIATE PAST CHAIR UNTIL 4/2023 1.00 X X 0 0 0 NOELLE AKINS LPC DIRECTOR 1.00 X 0 0 0 ABDULLAH ALKHULAIWI DIRECTOR 1.00 X 0 0 0 AMANDA BARNA DIRECTOR 1.00 X 0 0 0 DANIEL C BUSER ESQ CPCU DIRECTOR 1.00 X 0 0 0 TREVOR CHUNA DIRECTOR UNTIL APRIL 2022 1.00 X 0 0 0 LYNN M CLARK DIRECTOR 1.00 X 0 0 0 CHARLES E DUCEY JR DIRECTOR 1.00 X 0 0 0 BRADLEY M GILBO DIRECTOR 1.00 X 0 0 0 LAURA JUDGE DIRECTOR 1.00 X 0 0 0 JULIE KATZ DIRECTOR 1.00 X 0 0 0 MATT KELLY DIRECTOR 1.00 X 0 0 0 STEVEN T KIRKLAND DIRECTOR 1.00 X 0 0 0 DOUGLAS KLEIN CPA DIRECTOR 1.00 X 0 0 0 JOSEPH MANOLAS CPA DIRECTOR 1.00 X 0 0 0 MICHELLE M MULHERN MPA DIRECTOR 1.00 X 0 0 0 MORGAN E PARKE DIRECTOR 1.00 X 0 0 0 SHALAUNDA REESE DIRECTOR 1.00 X 0 0 0 DIANE SMITH DIRECTOR 1.00 X 0 0 0 JEFF STEVENSON DIRECTOR 1.00 X 0 0 0 STEVE C SWANN CPAABV CFE DIRECTOR 1.00 X 0 0 0 TIFFANY TESTA DIRECTOR 1.00 X 0 0 0 HATTIE M TRACY MSW LISW-S LCDCIII DIRECTOR 1.00 X 0 0 0 DANIJELA VRANESEVIC LPCC-S DIRECTOR 1.00 X 0 0 0 CHARLES A ZONFA MD MBA DIRECTOR 1.00 X 0 0 0 NANCY ELLIS MCCLENAGHAN PRESIDENT & CEO 40.00 X 148918 0 18425 DOROTHEA COLLURA VP, RETAIL OPERATIONS 40.00 X 103338 0 21781 CHERYL WATKINS VP, OPERATIONS & LOGISTICS 40.00 X 91891 0 16819 LAURA WALKER VP, MISSION SERVICES 40.00 X 100355 0 15761 DEBRA C FURGERSON DIRECTOR OF FINANCIAL REPO 40.00 X 56244 0 3240 TISHA BOGOVICH DIRECTOR OF FINANCIAL REPO 40.00 X 55150 0 11729 JUDY BECKER DIRECTOR OF FINANCIAL REPO 40.00 X 14821 0 809 570717 0 88564 3 0 1 0 0 61783 6845823 6557555 6907606 DONATED GOODS 455000 16472212 16472212 CONTRACT SERVICES 459130 2359009 2359009 WORKFORCE DEVELOPMENT 624310 1002357 1002357 19833578 254404 254404 2660934 1928 2465723 0 195211 1928 197139 197139 54671 61783 59276 -4605 -4605 MISCELLANEOUS 900099 14945 14945 14945 27203067 19833578 0 461883 45125 45125 659280 291885 367395 9344573 8555233 761321 28019 159148 136726 22336 86 989975 889462 99969 544 872164 765762 103735 2667 39544 39544 38770 38770 75305 75305 886881 646200 224339 16342 217609 115392 102217 1285062 1227647 57415 3241209 3216024 25185 177202 169102 8100 79095 10609 38599 29887 19266 19266 142562 142562 428220 397876 24972 5372 COST OF GOODS SOLD 7808746 7808746 TERMPORARY SERVICES 99495 99495 MISCELLANEOUS 96243 71403 24150 690 TEMPORARY SERVICES 47035 47035 1678 1318 160 200 26754187 24448005 2222375 83807 1657268 1160058 31072 2825323 11250 411588 552448 1052780 1104683 367709 269432 14057109 10265100 3783348 3792009 15293777 10113899 575273 4441853 23172815 24270955 1364694 945726 47550 36815 934581 3978362 478684 407288 2825509 5368191 X 19159645 17721649 1187661 1181115 20347306 18902764 23172815 24270955 448880 -1893422 0 X 0 1 X 1 0 X 1650393 2100930 9402268 7047115 6907606 27108312 16299158 16537043 14353197 18255267 19833578 85278243 17949551 18637973 23755465 25302382 26741184 112386555 0 670878 757864 370039 486402 880251 3165434 670878 757864 370039 486402 880251 3165434 109221121 214583 215529 196995 230820 254404 1112331 214583 215529 196995 230820 254404 1112331 32961 32961 32380 22475 167405 8519 14945 245724 18196514 18875977 24119865 25574682 27010533 113777571 0.96000 0.96170 0.00980 0.00930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11465547 30000 -990681 4812015 5692851 10896340 50000 791415 272208 11465547 5292082 5164875 530469 91086 10896340 4348576 298239 913684 268417 5292082 4805600 709 -269755 187978 4348576 0.84264 0.15736 0.00000 0 0 1000000 1000000 6746422 4776507 1969915 1322215 1215744 106471 4669538 4020908 648630 318934 251941 66993 3792009 DEPOSITS AND OTHER ASSETS 4441853 4441853 DEFERRED COMPENSATION LIABILITY 407288 407288 X 25293616 -1893422 59276 -1834146 27127762 75305 75305 27203067 26738158 59276 59276 26678882 75305 75305 26754187 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE (THE CODE) SECTION 501 (C)(3) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). CONTRIBUTIONS TO THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. ARE TAX DEDUCTIBLE WITHIN LIMITATIONS PRESCRIBED BY THE CODE. THE ORGANIZATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 59,276. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 59,276. TASTE OF VINTAGE 105004 57583 47421 16738 25140 7968 EMPLOYEE OF DISTINCTION LUNCHEON 10770 3520 7250 3254 5933 1 680 680 243 116454 61783 54671 16738 28394 14144 59276 -4605 1 HARMONY HOUSE 124 W 3RD STREET MANSFIELD OH 44902 205609709 501(C)(3) 0 5475 FAIR MARKET VALUE BUS PASSES SEE PART IV - SUPPLEMENTAL INFORMATION UNITED WAY OF SUMMIT AND MEDINA 37 N HIGH STREET AKRON OH 44308 341169257 501(C)(3) 0 6375 FAIR MARKET VALUE BUS PASSES & FUEL CARDS SEE PART IV - SUPPLEMENTAL INFORMATION 2 0 PART I, LINE 2: AGENCY APPLYING FOR PASSES AND/OR FUEL CARDS MUST QUALIFY AS EXEMPT UNDER INTERNAL REVENUE CODE AND MUST ADHERE TO GOODWILL INDUSTRIES OF AKRON INC.'S POLICY, AS FOLLOWS: BUS PASSES AND/OR FUEL CARDS ARE AWARDED SOLELY FOR TRANSPORTATION NEEDS THAT ARE DETERMINED BY THE INVESTIGATING AGENCY. THE INVESTIGATING AGENCY AGREES THAT IT WILL NOT PROVIDE BUS PASSES AND/OR FUEL CARDS FOR ITS OWN BENEFIT, BUT FOR THE BENEFIT OF THE DISADVANTAGED IN THE AGENCY'S FIVE COUNTY TERRITORY CONSISTENT WITH GOODWILL INDUSTRIES OF AKRON INC.'S PURPOSE OF PROVIDING BUS PASSES AND/OR FUEL CARDS TO THE DISADVANTAGED. PASSES AND/OR FUEL CARDS ARE NOT TO BE SOLD, EXCHANGED OR REFUNDED FOR CASH VALUE. AGENCIES WILL BE RESPONSIBLE TO RECORD, AND MAKE AVAILABLE TO THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC., SERIAL NUMBERS OF PASSES AND/OR FUEL CARDS AWARDED, AND HAVE AVAILABLE UPON REQUEST CLIENTS NAME AND THE BUS PASS AND OR FUEL CARD NUMBER ASSIGNED TO THE INDIVIDUAL AND PURPOSES OF USE. X X X X 0 0 0 0 0 0 0 0 0 NANCY ELLIS MCCLENAGHAN PRESIDENT & CEO 148918 0 0 0 0 0 0 0 18425 0 167343 0 0 0 X 6531040 ESTIMATED FAIR VALUE X 6 2515 SELLING PRICE X MISC FUNDRAISING ITEMS 60 23117 FAIR MARKET VALUE X SUPPLIES & GIFT CARDS 1 883 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE STATE OF OHIO HAS VERY SPECIFIC RULES ABOUT THE NUMBER OF VEHICLES AN ENTITY MAY LIQUIDATE IN A GIVEN YEAR. SINCE THE AGENCY NO LONGER MAINTAINS ITS OWN STATE OF OHIO AUTO DEALER'S LICENSE, IT CONTRACTS WITH CHARITABLE ADULT RIDES & SERVICES, INC. (CARS) AND PREVIOUSLY WITH INSURANCE AUTO AUCTIONS, INC (IAA) TO ACCEPT AND LIQUIDATE (SELL) ITS DONATED VEHICLES IN ACCORDANCE WITH OHIO LAWS. THE MAJORITY (APPROXIMATELY 75%) OF THE NET SALES PRICE IS REMITTED TO THE AGENCY TO HELP FUND ITS MISSION. GROSS SALES AND RELATED CARS AND IAA EXPENSES (RETAINED GROSS REVENUES) ARE INCLUDED IN AGENCY DONATED GOODS RETAIL OPERATIONS REVENUE AND EXPENSES, RESPECTIVELY. THE AGENCY ALSO HAS ITS OWN DIRECT MARKETING EXPENSES RELATED TO ACQUISITION OF THESE DONATED VEHICLES. IT DIRECLY PROVIDES ITS DONORS WITH THANK YOU LETTERS AND ASSURES THAT CARS AND IAA ISSUES THE APPROPRIATE 1098-C TO THE AGENCY'S DONORS. IN ORDER TO GATHER THE BEST VALUE FOR THE NON-CASH DONATIONS GATHERED IN ITS DONATED GOODS RETAIL OPERATIONS, THE AGENCY USES E-COMMERCE SALES OPTIONS SUCH AS AMAZON, E-BAY AND SHOPGOODWILL.COM (A WEBSITE OPERATED BY ITS FELLOW MEMBER GOODWILL IN ORANGE COUNTY, CALIFORNIA). THE DONATIONS ARE GATHERED AND PROCESSED BY THE AGENCY AND THEN SHIPPED TO CUSTOMERS ONCE SALE OF THE ITEMS HAS BEEN CONFIRMED BY THE E-COMMERCE MECHANISM FACILITATING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT/RISK MANAGEMENT COMMITTEE PRIOR TO FILING AND IS DISTRIBUTED TO THE FULL BOARD VIA A LINK TO THE ORGANIZATION'S WEB PAGE AS SWIFTLY AS POSSIBLE WHEN THE FINAL RETURN IS AVAILABLE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE APPRISED OF THE AGENCY'S COMPLIANCE, CONFLICT OF INTEREST AND OTHER POLICIES UPON THE COMMENCEMENT OF THEIR TERMS AND THEY EXECUTE A COMMITMENT LETTER. ANNUALLY THESE POLICIES ARE ALSO REVIEWED IN A BOARD MEETING. THE CORPORATION, THROUGH ITS BOARD OF DIRECTORS, APPOINTS A COMPLIANCE OFFICER (OR CO-COMPLIANCE OFFICERS) WHO RECEIVES AND INVESTIGATES ANY COMPLAINTS THROUGH THE IDENTIFIED CONFIDENTIAL SYSTEM TO REPORT VIOLATIONS. THE COMPLIANCE OFFICER MITIGATES EACH CLAIM IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE COPORATION. THE COMPLIANCE OFFICER KEEPS RECORDS AND REPORTS ANNUALLY TO THE AUDIT/RISK MANAGEMENT COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 GOODWILL GENERALLY COMPLETES A COMPETITIVE ANALYSIS OF COMPENSATION EVERY THREE YEARS. THIS ANALYSIS INVOLVES THE USE OF MARKET DATA INCORPORATED WITH GOODWILL'S COMPENSATION PHILOSOPHY AND EXISTING COMPENSATION STRUCTURE. FROM THIS INFORMATION, PAY RANGES BY POSITION (INCLUDING OFFICERS) ARE DEVELOPED AND COMMUNICATED TO THE BOARD'S MISSION SERVICES (FORMERLY HUMAN RESOURCE) COMMITTEE AND TO STAFF. THE COMPENSATION SYSTEM AND PROCESS IS REVIEWED BY THE BOARD'S MISSION SERVICES (FORMERLY HUMAN RESOURCE) COMMITTEE AND APPROVED, AS NECESSARY, BY THE BOARD'S EXECUTIVE COMMITTEE. IN 2017, THE BOARD CHAIR ALSO REVIEWED OTHER ORGANIZATIONS' FORM 990S AS THE COMPENSATION FOR THE AGENCY'S PRESIDENT WAS DETERMINED. THIS DETAILED EXECUTIVE COMPENSATION REVIEW PROCESS WAS SCHEDULED TO OCCUR AGAIN IN 2020 BUT WAS NOT COMPLETED DUE TO COVID 19. AGENCY OFFICERS AND MANAGERS TOOK TEMPORARY PAY CUTS IN 2020 ALSO DUE TO THE FINANCIAL IMPACTS OF COVID 19. THE DETAILED EXECUTIVE COMPENSATION REVIEW PROCESS DID OCCUR IN 2021 AND THE BOARD CHAIR ALSO REVIEWED OTHER OTHER ORGANIZATIONS' FORM 990'S AS THE PRESIDENT'S COMPENSATION WAS DETERMINED. 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.