2023-11-15T09:29:14-06:00 2022-12-31 BDO USA 9901 IH-10 Suite 500 San Antonio TX 78230 990 2022-01-01 387093762 GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES HEALTH AND WELFARE TRUST % CHRISTI ROHMER GOOD 2109248581 406 W COMMERCE SAN ANTONIO TX 782073102 Christi Rohmer CFO 2103428000 2023-10-15 true Christi Rohmer XXX-XX-XXXX Ann M Pena P00671430 2103428000 2 2022 2023-04-26 12:10:37Z Carlos J Contreras III 406 W COMMERCE SAN ANTONIO TX 782073102 4708662 false X N/A X 2013 TX PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS 19 19 0 19 0 0 0 0 5427508 4702840 45 5822 0 0 5427553 4708662 0 0 3829149 3747134 0 0 0 0 0 1307555 1098156 5136704 4845290 290849 -136628 1057555 913067 446333 760034 611222 153033 PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS false false GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES SHARES THE MISSION OF GOODWILL INDUSTRIES OF SAN ANTONIO: TO HELP CHANGE LIVES THROUGH THE POWER OF WORK. UNDER THE ABILITYONE PROGRAM, GOODWILL CONTRACT SERVICES OPERATES 15 CONTRACTS WITH THE FEDERAL GOVERNMENT. THROUGH THESE CONTRACTS, GOODWILL PROVIDES EMPLOYMENT BENEFITS, TRAINING, AND CASE MANAGEMENT TO MORE THAN 740 INDIVIDUALS. OVER 80% OF THESE INDIVIDUALS HAVE SIGNIFICANT DISABILITY AND FACE SIGNIFICANT BARRIERS IN FINDING EMPLOYMENT. THIS TRUST PROVIDES HEALTH CARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false false 0 0 0 false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true false X CHRISTI ROHMER 2109248581 406 W COMMERCE SAN ANTONIO TX 782073102 Carlos J Contreras III President & CEO 10.0 30.0 X 0 361198 23669 JANICE BUNCH President & COO/GWSA 0.0 40.0 X 0 266074 25858 MARK MCKEEVER president & COO/GWCS 0.0 40.0 X 0 252328 9981 george staska vp - donated goods retail 0.0 40.0 X 0 219403 17096 DAVID DAUPHINE 1122-102022 CFO 10.0 30.0 X 0 206005 27325 ANGELIQUE DE OLIVEIRA chief mission services officer 0.0 40.0 X 0 198814 22918 DEBORAH SCHMIDT VP - Compliance 5.0 35.0 X 0 188978 7460 josephus pope vp - human resources 10.0 30.0 X 0 186225 0 Eric Muenchow VP - Information Technology 10.0 30.0 X 0 146839 15692 john matey PAST CHAIR 0.15 0.85 X X 0 0 0 erin fogarty CHAIR 0.15 0.85 X X 0 0 0 robert davies VICE CHAIR 0.15 0.85 X X 0 0 0 kim carroll DIRECTOR 0.15 0.85 X 0 0 0 MATTHEW BURTON DIRECTOR 0.15 0.85 X 0 0 0 virginia finster DIRECTOR 0.15 0.85 X 0 0 0 jackie gorman SECRETARY 0.15 0.85 X X 0 0 0 amy lewis DIRECTOR 0.15 0.85 X 0 0 0 gardner peavy DIRECTOR 0.15 0.85 X 0 0 0 bonnie prosser elder Director 0.15 0.85 X 0 0 0 EDDY SALAS TREASURER 0.15 0.85 X X 0 0 0 mary stich DIRECTOR 0.15 0.85 X 0 0 0 jessica uriegas DIRECTOR 0.15 0.85 X 0 0 0 Ryan Harrison Director 0.15 0.85 X 0 0 0 Sybel Pici Director 0.15 0.85 X 0 0 0 Janelle Sykes Director 0.15 0.85 X 0 0 0 Jeff Bailey Director 0.15 0.85 X 0 0 0 MARINA GONZALES DIRECTOR 0.15 0.85 X 0 0 0 REGINAL HARRIS DIRECTOR 0.15 0.85 X 0 0 0 0 2025864 149999 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 525100 4166840 4166840 EMPLOYEE CONTRIBUTIONS 525100 536000 536000 4702840 5822 5822 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4708662 4702840 5822 0 0 0 3747134 0 0 0 0 0 0 0 0 29598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 211805 PLAN ADMINISTRATIVE EXPENSES 135093 OTHER EXPENSES 721660 4845290 0 0 1057555 339531 0 0 0 573536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1057555 913067 106333 98473 0 0 0 0 0 0 0 0 0 0 0 0 0 0 340000 661561 446333 760034 X 0 0 0 0 611222 153033 611222 153033 1057555 913067 X -136628 -321561 X false true X true 0 BUT NOT REPORTED 661561 661561 X 4708662 4708662 4708662 4845290 4845290 4845290 FORM 990, SCHEDULE D, PART X, LINE 2 ON AUGUST 4, 2014, AN OPINION LETTER WAS RECEIVED FROM THE IRS GRANTING TAX EXEMPT STATUS AS OF APRIL 1, 2013. AS A RESULT OF THE TAX STATUS DETERMINATION NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. false false false DAVID DAUPHINE 1122-102022 CFO 0 175694 0 30311 0 0 0 8495 0 18830 0 233330 0 0 MARK MCKEEVER president & COO/GWCS 0 218646 0 33682 0 0 0 9981 0 0 0 262309 0 0 DEBORAH SCHMIDT VP - Compliance 0 163506 0 25472 0 0 0 7460 0 0 0 196438 0 0 JANICE BUNCH President & COO/GWSA 0 229866 0 36208 0 0 0 7411 0 18447 0 291932 0 0 josephus pope vp - human resources 0 161505 0 24720 0 0 0 0 0 0 0 186225 0 0 ANGELIQUE DE OLIVEIRA chief mission services officer 0 170693 0 28121 0 0 0 8161 0 14757 0 221732 0 0 george staska vp - donated goods retail 0 187639 0 31764 0 0 0 4665 0 12431 0 236499 0 0 Carlos J Contreras III President & CEO 0 323705 0 37493 0 0 0 12200 0 11469 0 384867 0 0 Eric Muenchow VP - Information Technology 0 122312 0 24527 0 0 0 5854 0 9838 0 162531 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 GOODWILL INDUSTRIES OF SAN ANTONIO USES SURVEY DATA PRESENTED BY AN INDEPENDENT THIRD PARTY WHO GATHERS INFORMATION FROM SURVEY SOURCES, ENCOMPASSING INDUSTRIES INCLUDING FOR PROFIT, NOT-FOR-PROFIT AND GOVERNMENT INDUSTRIES. ADDITIONALLY, ALL EXECUTIVE COMPENSATION PLANS OF THE CORPORATION ARE REVIEWED BY THE COMPENSATION COMMITTEE. MINUTES AND SUPPORTING DOCUMENTATION ARE TO BE KEPT ON FILE. THE COMPENSATION REVIEW IS PERFORMED ANNUALLY. THE MOST RECENT COMPENSATION REVIEW OCCURRED IN MAY 2023. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITED FINANCIAL STATEMENTS WERE PRESENTED TO THE AUDIT COMMITTEE THAT SERVES AS THE GOVERNING BODY BY THE INDEPENDENT AUDITORS. THE FORM 990 WAS REVIEWED BY THE PRESIDENT&CEO, CFO, INSTITUTIONAL TRUSTEE AND AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 WERE BOTH APPROVED BY the BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENTS. ANY CONFLICT, EVEN ONE THAT APPEARS LIKE A POTENTIAL CONFLICT OF INTEREST, MUST BE REPORTED TO THE PRESIDENT&CEO AND BOARD CHAIR. THESE DOCUMENTS ARE KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII SECTION A ALL RELATED PARTY COMPENSATION IS PAID FROM GOODWILL INDUSTRIES OF SAN ANTONIO (EIN: 74-1238444) & GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES (EIN: 46-0688991). FORM 990, PART XI, LINE 9 NET CHANGE IN BENEFIT OBLIGATIONS (321,561) GOODWILL INDUSTRIES OF SA CONTRACT SVCS 406 W COMMERCE SAN ANTONIO TX 78207 460688991 SEE PART VII TX 501(C)(3) LINE 12b NA false goodwill industries of san antonio 406 w commerce san antonio TX 78207 741238444 SEE PART VII TX 501(c)(3) line 7 na false false false false false false false false false false false false false true true false false false false FORM 990, SCHEDULE R, PART II, LINE 1, COLUMN(B) TO HELP CHANGE LIVES THROUGH THE POWER OF WORK