2024-01-29T12:57:16-06:00 2023-06-30 860683059 BeachFleischman PLLC 1985 E River Road Suite 201 Tucson AZ 85718 990 2022-07-01 860223401 Goodwill Industries of Southern AZ Inc GOOD 5206235174 1940 East Silverlake Road Suite 405 Tucson AZ 857131950 Elizabeth Gulick Co-President/CEO 5206235174 2024-01-24 1 Elizabeth Gulick 999009999 0 Monica A Vera CPA P01456278 5203214600 2024-01-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Elizabeth Gulick 1940 East Silverlake Road Suite 405 Tucson AZ 857131950 82759076 0 X www.goodwillsouthernaz.org X 1969 AZ GISA provides jobs and training for people to gain skills and achieve independence. 11 11 1158 100 0 0 34927561 40609842 0 0 3024 183525 1706135 1965587 36636720 42758954 138186 118119 0 0 18816280 23352879 0 0 0 13197374 14315942 32151840 37786940 4484880 4972014 28362518 45940429 13408878 26033014 14953640 19907415 X Goodwill Industries of Southern Arizona works toward ensuring that all people have the opportunity to reach their potential and contribute to our community. Through quality, evidence-based, workforce development programs; Goodwill Industries of Southern (continued at Schedule O) Arizona served 7,909 people last year. Those served include low-income, at-risk, and adjudicated youth; veterans; young adult ex-offenders; and low-income, unemployed, and underemployed adults. 67% of the workforce development program costs were funded with revenue self-generated by our Goodwill retail sales and 33% were served through grants and/or funding assistance from federal grants, the State of Arizona Division of Developmental Disabilities, the Pima County Arizona@Work system, the City of Tucson-Economic & Workforce Development, the United Way of Southern Arizona, and other donors and community partners. 0 0 29628107 1965587 Goodwill Industries of Southern Arizona, Inc. operates 18 thrift stores, two outlets, e-commerce sales, and a salvage operation in Southern Arizona. Goodwill's retail program gave back to the community by providing over 500 full-time jobs with benefits at these retail locations. $21,622,666 was earned in wages and benefits by Goodwill employees, supporting the local economy. 1,964,945 customers benefitted from low-cost purchases in our stores. 534,231 donors provided donated material goods. 32,053,860 pounds of goods were recycled and diverted from landfills. 4328238 118119 See Schedule O. 33956345 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 63 0 1 1158 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Klaudia Brace 5206235174 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 Elizabeth Gulick Co-President/CEO 40.00 X 358179 0 20504 Lisa Allen Co-President/CEO 40.00 X 360524 0 14670 Klaudia Brace CFO 40.00 X 215699 0 9622 Eric Schmidt VP, Operations 40.00 X 166408 0 20935 Warren Young Chief Information Officer 40.00 X 164424 0 17839 Kevin Cunningham VP, Retail 40.00 X 166062 0 7152 James Burke Director, Safety and Security 40.00 X 129652 0 11647 Heather Karp Director, Employee Svcs & Support 40.00 X 124591 0 14430 Matthew Flores Director, Marketing 40.00 X 123554 0 13301 Humberto Astorga Member 1.00 X 0 0 0 Vance Falbaum Member 1.00 X 0 0 0 Julie Nielsen Member 1.00 X 0 0 0 Cedar Stagner Kile Member 1.00 X 0 0 0 Rita Stubbs Member 1.00 X 0 0 0 Jim Zarling Member 1.00 X 0 0 0 Vivian Egbert Member at Large 1.00 X 0 0 0 James Wertheimer Chairman 1.00 X X 0 0 0 Ron Robinette Vice Chairman 1.00 X X 0 0 0 Dan Talerico Treasurer 1.00 X X 0 0 0 Linda Matson Secretary 1.00 X X 0 0 0 1809093 0 130100 9 0 1 0 FedEx PO Box 7221 Pasadena CA 91109 Shipping 757477 Republic Services 5055 S Swan Road Tucson AZ 85706 Waste disposal 301644 Penske Truck Leasing Co PO Box 7429 Pasadena CA 91110 Truck rental and maintenance 261083 UPS Mail Innovations PO Box 730900 Dallas TX 75373 Shipping 232178 ADP PO Box 84875 Boston MA 02284 Payroll processing 222716 7 1676212 38933630 38057592 40609842 183423 183423 4884 4782 102 102 102 41821904 39995340 1826564 1826564 Miscellaneous 900099 139023 139023 139023 42758954 1965587 0 183525 2423 2423 115696 115696 955052 178958 776094 19479259 17796860 1682399 296877 264906 31971 891480 745710 145770 1730211 1553749 176462 23215 14517 8698 47775 47775 93 58 35 1094 942 152 389646 273530 116116 245297 55750 189547 3174659 2951308 223351 152647 124967 27680 7639821 7598849 40972 736026 686937 49089 318019 318019 186348 9502 176846 1133253 1097799 35454 Other Expenses 268049 165865 102184 37786940 33956345 3830595 0 6205957 6291706 4001308 7978543 276793 352923 138547 194319 2230400 2041588 356063 631056 26941041 11133683 15064044 15807358 88489 88599 917 12554337 28362518 45940429 2067671 2555383 171781 138667 10165894 9790970 1003532 13547994 13408878 26033014 X 14879648 19805468 73992 101947 14953640 19907415 28362518 45940429 4972014 -18241 0 X 0 1 X 1 0 X 2005784 3156569 4508699 34922496 40609842 85203390 29418054 25590207 29853597 35485478 41960927 162308263 31423838 28746776 34362296 70407974 82570769 247511653 0 0 0 247511653 3088 18886 2049 3162 183423 210608 3088 18886 2049 3162 183423 210608 31426926 28765662 34364345 70411136 82754192 247722261 0.99910 0.99920 0.00090 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93 93 37786847 37786940 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 93 93 250000 250000 250000 250000 1000000 1500000 93 93 88489 4994 3790 1094 88599 104559 -11565 3669 836 88489 87954 21195 3580 1010 104559 91537 1052 3612 1023 87954 93616 2667 3614 1132 91537 1.00000 0.00000 0.00000 1 0 4487252 4487252 13013555 4225197 8788358 2250334 1690544 559790 4173012 3154652 1018360 3016888 2063290 953598 15807358 Operating Lease Assets, Net 12553420 Mineral Interest 917 12554337 Funds held for others 108200 Operating Leases 13439794 13547994 X Part V, Line 4: Endowment funds consist solely of board designated net assets held for various board designated purposes. Part X, Line 2: Financial statement FIN 48 (ASC 740) footnote: Both GISA and GIT are exempt from income taxes under both Federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws, and are classified as other than private foundations under Internal Revenue Code Section 509(a)(2). Income from certain activities not directly related to their tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (UBTI). From time to time, GISA and GIT may be subject to penalties and interest assessed by various taxing authorities, which are classified as management and general expenses, if they occur. 1 Tuition and training fees 96 87913 Housing, utility & household expenses 405 23701 School Supplies 142 4082 Part I, Line 2: All fund disbursements are made in accordance with either the terms of the applicable grant or contract, and all disbursements require supervisory approval and documentation in compliance with grant rules. Disbursements related to or for a GISA employee are prepared in accordance with established company policy. Among other provisions, company policy stipulates that payment be made directly to the entity owed, not to the individual. All disbursements require supervisory approval. X X X X X X 0 0 0 0 0 0 0 0 0 Elizabeth Gulick Co-President/CEO 249055 0 108278 0 846 0 11094 0 9410 0 378683 0 0 0 Lisa Allen Co-President/CEO 249741 0 108625 0 2158 0 5492 0 9178 0 375194 0 0 0 Klaudia Brace CFO 174207 0 41492 0 0 0 8643 0 979 0 225321 0 0 0 Eric Schmidt VP, Operations 130269 0 34130 0 2009 0 7143 0 13792 0 187343 0 0 0 Warren Young Chief Information Officer 131520 0 32904 0 0 0 0 0 17839 0 182263 0 0 0 Kevin Cunningham VP, Retail 132154 0 31268 0 2640 0 6557 0 595 0 173214 0 0 0 A The Industrial Development Authority of the County of Pima Revenue Bonds 860445981 000000000 2021-11-23 10555000 To refinance bond and finance acquisition of a retail facility 0 0 0 A 3979771 10555000 177487 6397742 1 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 X 38057592 FMV 0 1 0 Form 990, Part III, Line 4b The workforce development programs Goodwill Industries of Southern Arizona provided last year include: Group Supported Employment: Serving adults with development disabilities; our Group Supported Employment program provides low-ratio (2:1 or 3:1) job coaching and support services in the fully-integrated, community-based, work environments provided by our Goodwill retail stores. Participants work and interact with non-disabled co-workers while receiving the on-going training and support services needed for success. Our Group Supported Employment program is accredited by CARF (the Commission on Accreditation of Rehabilitation Facilities) and consistently receives the highest-level of accreditation available. Career Centers: Located inside our Goodwill retail stores; last year our six store-based community centers served 3,845 people. Services included assistance in conducting job searches, completing applications, and developing resumes; referral to needed community support services; and referral to appropriate training programs including GED training, certificate/certification training, and other post-secondary training. Pima County Arizona@Work: Through grants and service delivery contracts with the Pima County AZ@Work system, Goodwill provides 10 different programs and services. During the fiscal year a total of 1,521 participants and employers were served. The programs provide a diverse range of workforce and economic development programs for Pima County residents and employers and are described below: - Adult Case Management and Youth Case Management- Last year, Goodwill provided WIOA (Workforce Investment and Opportunity Act) case management services for 155 Pima County adults and 81 Pima County youth through Goodwill staff members stationed full-time at the AZ@Work centers. Goodwill staff members counseled AZ@Work participants regarding labor market trends, job availability, and career advancement pathways within area high growth-high demand industries. Then, based on the participant's interests and assessed skills, Goodwill staff members assisted participants to access WIOA training dollars, attend certificate/certificate or other industry-recognized training, and obtain employment with career advancement pathways in area high-growth-high demand jobs. - Adult Employer Outreach and Youth Employer Outreach - Goodwill made 76 employer outreach contacts to seeking Pima County employers to provide training to youth. 31 out-of-school/out of work youth were placed in work experience training. For adults, eight participants completed on-the-job training and 196 others received a credential through training. - Workshops and Seminars- Goodwill provided employability skills trainings for 725 Pima County residents last year through Goodwill staff members stationed at the AZ@Work centers. Goodwill provided 137 employability-related workshops and seminars include: Employability Skills for Adults, Resume Writing Lab, and Basic Computer Skills for Job Seekers. - Work Experience Training Last year, 119 low-income Pima County youth participated in our summer and after-school paid, employer-based, work experience training program. Program youth gain work experience a real work environment with productive adult co-workers and a caring supervisor; learn the value of a paycheck; and develop job related hard and life related soft skills for multiple career pathways. Opportunity Accelerator: This program aims to reduce employment and learning barriers; increase access and completion of credentials; and provide wrap around services to increase digital resiliency, market relevant skills and employment for youth and young adults age 15-24 in Pima County. The program provides paid and unpaid work experience, employability and digital skills training, job placement and career exploration support along with soft skills training. During the year services were provided to 142 youth and young adults. Young Adult Reentry Program (YARP): The goal of the program is to establish or enhance partnerships with community colleges and build their capacity to work with students age 18-24 who have had justice system involvement. This enables these young adults to obtain the training, education, and experience needed to meet the needs of local in-demand industries and secure jobs that pay a living wage. The program provides career planning, case management assistance, educational interventions, assistance with enrollment at Pima Community College, employability training, certificate training in high growth demand occupations, and follow-along assistance. This program served 78 young adults during the year. Adult Reentry Program: Goodwill provides adult ex-offenders (age 25 and older) with the training and services needed to obtain and maintain employment in order to reduce recidivism. The program provides career planning, case management assistance, educational interventions, employability training, certificate training in high growth-high demand occupations and follow-along assistance. Last year, 116 adults were enrolled in the Reentry Program. Goodwill also partnered with Exodus Community Services to provide training and employment services to 20 Exodus residents over age 18 with criminal backgrounds. Goodwill Youth Re-Engagement Centers (REC): The goals of the youth REC centers are to improve the long-term labor market prospects of low-income youth and to reengage out-of-school and out-of work youth. Staffed by knowledgeable staff that youth trust and connect with; our Centers connect youth with community services and supports that are specifically tailored to meet their individual needs including academic tutoring and plan to return to school, earn a high school diploma or GED; career planning, employability skills training, and referrals to career pathway jobs; and referral to Goodwill and other area youth programs. The three REC centers served 1,905 youth during the year. The Metro/REC Reengagement Project for Homeless Youth: has the goal of disrupting the causes of youth homelessness by engaging youth in leadership roles to provide a peer-to-peer approach to the engagement of homeless youth in educational and employment services and provide a pathway to access critical community services. The program connects and links youth with community services and supports, provide career planning, training, mentoring, job-placement assistance, and wrap-around supports. 88 youth were served through this program. Academic Services: Our Academic Services department delivers academic coaching that provides youth with the skills and confidence needed to gain the skills needed to stay in school and graduate on-time, return to school, earn a GED or high school diploma, increase their literacy and numeracy scores to enter post-secondary or other industry-recognized training, or study for an upcoming certificate/certification exam. The program also assists youth in qualifying for WIOA and other training dollars. Last year there were 258 youth enrolled in the program. Youth Restoration: This program provides intensive workforce training, career development planning and paid work experience training for young adult ex-offenders, juvenile ex-offenders and at-risk youth. The activities include employability training, hands-on training; paid work experience training at Goodwill. Two youth successfully completed the program and moved to employment. Employee Career Development and Employee Assistance Services: Based on individual needs, our Employee Career Development services provides Goodwill employees with one-on-one career planning, assistance in remediating existing barriers, and job-specific skills training for advancement within Goodwill or to seek career-level advancement outside of Goodwill. In addition, the program provides employee assistance services, including crisis assistance and referral to community support services. Form 990, Part VI, Section A, line 2 Elizabeth Gulick and Lisa Allen have a family relationship. Form 990, Part VI, Section B, line 11b The Audit Committee reviews the Form 990 before it is filed with the IRS. The committee then reports to the Executive/Finance Committee and to the Board as part of their committee report. Then at a Board meeting each Board member is handed a copy of the 990 for discussion and compliance purposes. Form 990, Part VI, Section B, line 12c The Bylaws state Directors must be independent and do not receive, directly or indirectly, material financial benefits from the corporation or its related parties. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence and nature of his or her financial interest to the Board of Directors and members of any committees with any Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest, the interested person shall leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Directors or committee members shall decide if a conflict of interest exists. If the disinterested Directors have reasonable cause to believe that the interested Director has failed to disclose an actual or possible conflict of interest, the disinterested Directors shall inform the interested Director of the basis for such belief and afford the interested Director an opportunity to explain the alleged failure to disclose. If, after hearing the response of the interested Director and making such further investigation as may be warranted in the circumstances, the disinterested Directors determine that the interested Director has, in fact, failed to disclose an actual or possible conflict of interest, they shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15 GISA follows a compensation philosophy which is to provide compensation that is fair, reasonable, and consistent with compensation paid in the non-profit sector for positions of comparable complexity and responsibility. The goal is to recruit and retain high-performing employees and to motivate, recognize and reward excellent performance regarding contributions to the fulfillment of GISA's mission, vision and values. The Compensation Committee has been delegated such decision making power by the Board of Directors. With the assistance and recommendations of an outside, independent consultant, all compensation arrangements regarding executives and key employees of GISA are approved by the Compensation Committee which is composed entirely of individuals who do not have a conflict of interest with respect to the compensation arrangements. The recommendations of the outside consultant are determined by market research results based on data collected from other similar non-profit organizations and include organization based performance measures. The Compensation Committee ensures that the basis upon which such compensation recommendations and decisions made are well justified, reasonable and documented. A report of the work of the Compensation Committee is then presented to the full Board. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and annual report are available upon request. The annual report is also posted on the website. GIT Inc 1940 E Silverlake Rd Ste 405 Tucson AZ 85713 860772824 Charitable AZ 501(c)(3) 9 Goodwill Industries of Southern Arizona Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0