2024-09-20T18:43:56-05:00 2023-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2023-01-01 730614297 GOODWILL INDUSTRIES OF TULSA INC GOOD 9185847291 2800 SOUTHWEST BLVD TULSA OK 74107 DAVID OLIVER PRESIDENT 9185847291 2024-09-17 1 0 W LYNDEL LACKEY P00234298 9187452333 2024-09-17 2023 2024-08-08 14:25:15Z DAVID OLIVER 2800 SOUTHWEST BLVD TULSA OK 74107 39409331 0 X WWW.GOODWILLTULSA.ORG X 1927 OK GOODWILL INDUSTRIES OF TULSA PROVIDES WORK OPPORTUNITIES, JOB TRAINING AND SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS. 20 20 1073 285 0 0 24264680 27213470 1860700 2246773 1830747 1580517 115965 112648 28072092 31153408 36879 46781 0 0 15669852 18707258 0 0 166540 6150532 7315950 21857263 26069989 6214829 5083419 58446185 65179842 3011519 2839222 55434666 62340620 X GOODWILL INDUSTRIES OF TULSA, INC. PROVIDES WORK OPPORTUNITIES, JOB TRAINING AND SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS. 0 0 23304557 46781 2359421 GOODWILL INDUSTRIES OF TULSA HAS PROVIDED SERVICES TO THOSE IN NEED SINCE 1927, AND THE NUMBER SERVED CONTINUES TO GROW. IN 2023, THOUSANDS OF INDIVIDUALS USED GOODWILL'S EMPLOYMENT PROGRAMS, JOB TRAINING AND PLACEMENT SERVICES, AND FINANCIAL RESILIENCE PROGRAMS TO BETTER THEIR LIVES.GOODWILL'S THREE-YEAR STRATEGIC PLAN IS DESIGNED TO POSITION THE ORGANIZATION FOR LONG-TERM GROWTH. IN 2023, GOODWILL EXPANDED COMMUNITY PARTNERSHIPS, FINE-TUNED OPERATIONS, REFINED PROGRAMS, AND ADOPTED NEW BOARD PRACTICES. THESE MEANINGFUL CHANGES MAKE IT POSSIBLE FOR GOODWILL TO SERVE THE COMMUNITY IN NEW AND BETTER WAYS. PRIMARY PROGRAMS OPERATED BY GOODWILL INCLUDE THE FOLLOWING:GOODWILL'S EMPLOYMENT PROGRAMS FOR PEOPLE WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS 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 TWO LOCAL HOSPITALS (PROVIDING PAPER SHREDDING AND LIGHT CUSTODIAL SERVICES) AND FIVE 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 1,000 INDIVIDUALS WITH DISABILITIES OR OTHER EMPLOYMENT BARRIERS IN 2023. THESE INDIVIDUALS EARNED MORE THAN $12 MILLION IN WAGES IN 2023. GOODWILL'S TULSAWORKS CAREER ACADEMY (TWCA) OFFERS TRAINING 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 2023 TWCA OFFERED CAREER TRAINING IN COMPUTER SKILLS, UNARMED PRIVATE SECURITY, AND FORKLIFT OPERATION, AS WELL AS GOOGLE CAREER CERTIFICATIONS. ALMOST 500 INDIVIDUALS RECEIVED SERVICES THROUGH TWCA IN 2023, 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.GOODWILL'S CAREER CENTER OFFERS FREE CAREER PATHING AND JOB SEARCH ASSISTANCE, PROVIDING ONE-ON-ONE HELP FROM TRAINED STAFF. THE CAREER CENTER GUIDES INDIVIDUALS TOWARD FULFILLING AND LASTING CAREERS WHILE ASSISTING BUSINESSES IN FINDING THE RIGHT TALENT. THIS PROCESS ENCOMPASSES IDENTIFYING PERSONAL INTERESTS AND REQUIREMENTS, OVERCOMING CHALLENGES IN TRAINING OR PROGRESSION, SKILL ENHANCEMENT, GUIDANCE IN JOB SEEKING, ESTABLISHING CONNECTIONS WITH POTENTIAL EMPLOYERS, AND PERFORMANCE ASSESSMENT IN NEW ROLES. STAFF MEMBERS HELP INDIVIDUALS RECOGNIZE THEIR TALENTS AND TRANSLATE THEIR EXPERIENCE ONTO A RESUME AND INTO INTERVIEWS. IN ADDITION, THE CAREER CENTER HOSTS HIRING EVENTS AND CAREER FAIRS TO CONNECT JOB SEEKERS WITH LOCAL AND REMOTE EMPLOYERS THAT ARE ACTIVELY HIRING. OVER 700 JOB SEEKERS TOOK ADVANTAGE OF THIS SERVICE IN 2023.GOODWILL OPERATES SEVERAL TRAINING PROGRAMS DESIGNED TO SERVE INDIVIDUALS WITH DISABILITIES, INCLUDING THE FOLLOWING:- GOODWILL'S TRANSITION WORK ADJUSTMENT PROGRAM HELPS HIGH SCHOOL STUDENTS WITH DISABILITIES STRIVE FOR INDEPENDENCE AND LEARN POSITIVE WORK BEHAVIORS NECESSARY TO FIND AND MAINTAIN EMPLOYMENT WITHIN THE COMMUNITY. STUDENTS SPEND HALF OF THE SCHOOL DAY AT THEIR REGULAR HIGH SCHOOLS AND THE REMAINDER OF THE DAY AT A GOODWILL LOCATION LEARNING ABOUT CAREER OPPORTUNITIES, EMPLOYER EXPECTATIONS, AND POSITIVE WORK BEHAVIORS. STUDENTS ALSO DO JOB-SAMPLING VISITS IN THE COMMUNITY AND GAIN PAID WORK EXPERIENCE IN GOODWILL'S STORES. SUCCESSFUL OUTCOMES FOR THE PROGRAM INCLUDE HAVING THE STUDENTS CONTINUE FURTHERING THEIR EDUCATION AFTER GRADUATING FROM HIGH SCHOOL, APPLY FOR ADMITTANCE TO A SUPPORTED EMPLOYMENT PROGRAM FOR JOB PLACEMENT, OR BE PLACED INTO A JOB IN THE COMMUNITY.GOODWILL'S SUPPORTED EMPLOYMENT PROGRAM FOR PERSONS WITH DISABILITIES CONSISTS OF INDIVIDUAL JOB PLACEMENTS IN THE COMMUNITY FACILITATED BY A GOODWILL EMPLOYMENT CONSULTANT. SUPPORTED EMPLOYMENT SERVICES PROVIDE INTEGRATED, COMPETITIVE EMPLOYMENT FOR INDIVIDUALS WITH SIGNIFICANT INTELLECTUAL DISABILITIES FOR WHOM COMPETITIVE EMPLOYMENT HAS NOT TRADITIONALLY OCCURRED. AN EMPLOYMENT CONSULTANT ASSISTS THE INDIVIDUAL IN JOB DEVELOPMENT, PROVIDES ON-THE-JOB TRAINING AND SUPPORT, AND ON-GOING SUPPORT AND REINFORCEMENT OF JOB SKILLS. GRADUALLY THE EMPLOYMENT CONSULTANT FADES AND THE INDIVIDUAL WORKS INDEPENDENTLY. GOODWILL ALSO OFFERS PROGRAMS TO PROMOTE FINANCIAL RESILIENCE:- VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVES LOW- AND MODERATE-INCOME TAXPAYERS BY PROVIDING FREE FEDERAL AND STATE TAX RETURN PREPARATION. IN 2023, GOODWILL INDUSTRIES OF TULSA'S VITA VOLUNTEERS AND STAFF HELPED FILE OVER 4,000 TAX RETURNS, RESULTING IN MORE THAN $5.5 MILLION RETURNING TO THE LOCAL ECONOMY.- GOODWILL IS THE NON-PROFIT PARTNER FOR TULSA'S FINANCIAL EMPOWERMENT CENTER. THIS PROGRAM, FUNDED WITH PUBLIC AND PRIVATE DOLLARS, PROVIDES 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 2023 THIS PROGRAM PROVIDED 800 COUNSELING SESSIONS TO 300 CLIENTS.- GOODWILL LAUNCHED A TRANSFORMATIONAL EMPLOYEE DEVELOPMENT PROGRAM, GROW WITH GOODWILL, IN JULY 2023 TO FOSTER SELF-SUFFICIENCY AND TO PROMOTE CAREER GROWTH AND PERSONAL DEVELOPMENT FOR GOODWILL EMPLOYEES. ONE EARLY STEP IS TO ASSESS AN EMPLOYEE'S NEED FOR BASIC ASSISTANCE THROUGH A SELF-SUFFICIENCY MATRIX AND DIRECT THE EMPLOYEE TO APPROPRIATE RESOURCES TO MEET THOSE NEEDS (E.G., FOOD, EMERGENCY SHELTER, HEALTHCARE, MENTAL HEALTH SERVICES). AFTER 60 DAYS OF EMPLOYMENT, GOODWILL SUCCESS COACHES WORK WITH THE EMPLOYEE TO CREATE AND IMPLEMENT A PERSONAL DEVELOPMENT PLAN TO FOCUS ON PERSONAL, CAREER, AND EDUCATIONAL GOALS. GROW WITH GOODWILL IS DESIGNED TO LEAD TO ONE OF TWO POSSIBLE SUCCESSFUL OUTCOMES: CONTINUED ADVANCEMENT AT GOODWILL, OR TRANSITION TO COMMUNITY EMPLOYMENT. 23304557 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 34 0 1 1073 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X JOE MCKELLAR 9185847291 2800 SOUTHWEST BLVD TULSA OK 74107 CRAIG SUTTON BOARD CHAIRMAN 3.00 X X 0 0 0 MARK FIEGENER BOARD VICE CHAIRMAN 3.00 X X 0 0 0 KEVIN LACKNER SECRETARY/TREASURER 3.00 X X 0 0 0 RONNY ALTMAN DIRECTOR 1.00 X 0 0 0 TERRY BLAIN DIRECTOR 1.00 X 0 0 0 STEVE BERLIN DIRECTOR 1.00 X 0 0 0 TREY BOMIER DIRECTOR 1.00 X 0 0 0 JAMES R BEVERLEY III DIRECTOR 1.00 X 0 0 0 NUCEKA CHATMAN DIRECTOR 1.00 X 0 0 0 TORII RANSOME FREEMAN DIRECTOR 1.00 X 0 0 0 BRIAN SANDERSFIELD DIRECTOR 1.00 X 0 0 0 JEAN KELLEY DIRECTOR 1.00 X 0 0 0 KACI SKIDGEL DIRECTOR 1.00 X 0 0 0 TAMMIE L MALONEY DIRECTOR 1.00 X 0 0 0 KYARA SMITH DIRECTOR 1.00 X 0 0 0 DEREK MARTIN DIRECTOR 1.00 X 0 0 0 CING TAITHUL DIRECTOR 1.00 X 0 0 0 RON MUCCI DIRECTOR 1.00 X 0 0 0 PAUL WOODUL DIRECTOR 1.00 X 0 0 0 PAUL ROSSLER DIRECTOR 1.00 X 0 0 0 DAVID OLIVER PRESIDENT 40.00 X 292532 0 25577 KARLA DAVIS CFO 40.00 X 146644 0 18433 RON MEIJERINK COO 40.00 X 189914 0 20148 CELIA ARMSTRONG CAO 40.00 X 185894 0 9103 KYLE HAGER CIO 40.00 X 168905 0 16694 JULIE RETTINGER CMDO 40.00 X 174167 0 17155 RODNEY CARROLL JR VP OF OPERATIONS 40.00 X 113939 0 8236 SABRINA WARE DIRECTOR OF TULSAWORKS 40.00 X 121376 0 7403 1393371 0 122749 8 0 1 0 0 651351 26562119 25500212 27213470 WORKFORCE DEVELOPMENT 459510 2246773 2246773 2246773 1181701 1181701 8648739 6000 8255923 0 392816 6000 398816 398816 MISCELLANEOUS 900099 112648 112648 112648 31153408 2359421 0 1580517 28796 28796 17985 17985 1265165 1239862 25303 14637666 14043616 486142 107908 471423 448194 22794 435 986347 919412 66935 1346657 1210619 125054 10984 23191 10086 13105 93531 93531 93339 36321 57018 561814 351931 196183 13700 543353 487650 53955 1748 829563 746573 76593 6397 281630 227916 53714 1748335 1747990 280 65 138354 102191 36163 171582 171582 1273815 1239969 33846 374066 349723 24343 BANK FEES 432757 426515 6242 FUEL AND TRANSPORTATION 427575 427575 POSTAGE 130973 124354 6619 EMPLOYEE RELATIONS 112431 110810 1621 79641 74749 4892 26069989 23304557 2598892 166540 2295477 1220911 14821527 20498952 602543 651351 339996 357614 455768 455768 165517 161292 43949939 27154359 16708547 16795580 21192810 23474288 656414 750714 1207586 813372 58446185 65179842 1807961 2030768 1203558 808454 3011519 2839222 X 54603315 61459269 831351 881351 55434666 62340620 58446185 65179842 5083419 1822535 0 X X 0 1 X 1 0 X 18941627 17538750 20602332 24264680 27213470 108560859 18941627 17538750 20602332 24264680 27213470 108560859 108560859 551382 424890 484233 603176 1181701 3245382 61122 253456 30106 115965 112648 573297 112379538 12052255 0.96600 0.97060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22690153 1147171 2812110 772445 93339 25783650 25911944 583876 -2994903 717462 93302 22690153 21017689 2162651 3469626 646891 91131 25911944 18447020 731000 2530064 615936 74459 21017689 15660402 530000 2897654 571266 69770 18447020 1.00000 1 0 6152951 6152951 28157697 18463550 9694147 9639291 8690809 948482 16795580 LEASE LIABILITIES 808454 808454 32882604 1822535 1822535 31060069 93339 93339 31153408 25976650 0 25976650 93339 93339 26069989 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 FROM GOODWILL INDUSTRIES OF TULSA'S UNRESTRICTED ENDOWMENT FUNDS TO SUPPORT GOODWILL'S MISSION. 1 TRANSPORTATION, FEES, LICENSES, ETC. 111 9123 COST BUS PASS/TOKENS, FEE PAYMENTS, ETC. STIPENDS FOR TRAINING, PLACEMENT, JOB RETENTION, SAVINGS MATCH 7 860 STIPENDS FOR TRAINING, JOB RETENTION, SAVING MATCH CARE PACKAGES TO EMPLOYEES 400 8002 CARE PACKAGES TO EMPLOYEES 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 244876 0 35000 0 12656 0 17077 0 8500 0 318109 0 0 0 RON MEIJERINK COO 177417 0 12000 0 497 0 11537 0 8611 0 210062 0 0 0 CELIA ARMSTRONG CAO 185894 0 0 0 0 0 877 0 8226 0 194997 0 0 0 JULIE RETTINGER CMDO 164167 0 10000 0 0 0 11117 0 6038 0 191322 0 0 0 KYLE HAGER CIO 153905 0 15000 0 0 0 11077 0 5617 0 185599 0 0 0 KARLA DAVIS CFO 124144 0 22500 0 0 0 10025 0 8408 0 165077 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 TOWARD GOALS AND OBJECTIVES APPROVED BY THE BOARD OF DIRECTORS. X 25500212 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. 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.