2024-07-31T17:17:00-05:00 2023-12-31 BDO USA 10999 IH-10W Suite 255 San Antonio TX 78230 990 2023-01-01 460688991 GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES % CHRISTI ROHMER GOOD 2109248581 406 W COMMERCE SAN ANTONIO TX 782073102 Christi Rohmer CFO 2103428000 2024-04-29 true true Ann M Pena P00671430 2103428000 2023 2024-08-08 14:25:15Z Carlos J Contreras III 406 W COMMERCE SAN ANTONIO TX 782073102 44944033 false X WWW.GOODWILLSA.ORG X 2012 TX Goodwill Industries of San Antonio Contract Services fulfills our mission by providing career and employment services, education, and training programs,(see schedule o) 18 18 918 18 0 0 0 0 41149360 44059578 173019 884455 0 0 41322379 44944033 0 7856 0 0 30360088 32108734 0 0 0 9065956 9736013 39426044 41852603 1896335 3091430 31547017 31305780 11716889 8384222 19830128 22921558 X SEE SCHEDULE O false false 38492603 44059578 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 811 INDIVIDUALS. OVER 80% OF THESE INDIVIDUALS HAVE A SIGNIFICANT DISABILITY AND FACE SIGNIFICANT BARRIERS IN FINDING EMPLOYMENT. SEE SCHEDULE O FOR CONTINUATION. 38492603 true false false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 true 918 true true true false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X CHRISTI ROHMER 2109248581 406 W COMMERCE SAN ANTONIO TX 782073102 Carlos J Contreras III President/CEO 10.0 30.0 X 0 413016 22423 JANICE BUNCH PRESIDENT & COO - GWSA 0.0 40.0 X 0 281872 26691 MARK MCKEEVER PRESIDENT & COO - GWCS 40.0 0.0 X 262946 0 10518 GEORGE STASKA vp - DONATED GOODS RETAIL 0.0 40.0 X 0 233910 21941 ANGELIQUE DE OLIVEIRA chief mission services officer 0.0 40.0 X 0 204873 30868 DEBORAH SCHMIDT VP, COMPLIANCE & quality 5.0 35.0 X 0 192906 7743 josephus pope vp - human resources 10.0 30.0 X 0 193843 0 CHRISTI ROHMER CFO 10.0 30.0 X 0 164489 9226 JERRY ARELLANO VP - MARKETING AND COMMUNI 10.0 30.0 X 0 154531 15027 WILLIAM PERRY VP - BUSINESS SERVICES 40.0 0.0 X 147385 0 11473 ERIN FOGARTY PAST CHAIR 0.15 0.85 X X 0 0 0 ROBERT DAVIES CHAIR 0.15 0.85 X X 0 0 0 KIM CARROLL DIRECTOR 0.15 0.85 X 0 0 0 virginia finster TREASURER 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 VICE CHAIR 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 Jeff Bailey 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 marina gonzales director 0.15 0.85 X 0 0 0 Reginal harris SECRETARY 0.15 0.85 X X 0 0 0 MAINAK BARDHAN DIRECTOR 0.15 0.85 X 0 0 0 MICHAEL J FRESHER DIRECTOR 0.15 0.85 X 0 0 0 MICHAEL JERSIN DIRECTOR 0.15 0.85 X 0 0 0 410331 1839440 155910 2 false true false 0 0 WORK SERVICES CONTRACTS 561311 44059578 44059578 44059578 861229 861229 0 0 0 0 0 23226 0 23226 23226 23226 0 0 0 0 0 0 0 0 0 0 0 44944033 44059578 0 884455 0 7856 7856 0 0 432322 432322 0 23819231 23819231 0 0 673210 673210 0 0 5368975 5368975 0 0 1814996 1814996 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2924255 2924255 27545 27545 0 0 82597 82597 0 0 89528 89528 0 0 0 1001971 1001971 0 0 15538 15538 0 0 0 0 0 0 16911 16911 0 0 0 1036 1036 0 0 762805 762805 0 0 124049 124049 0 0 MGMT FEE PD TO GOODWILL 3360000 0 3360000 0 SUPPLIES 837538 837538 0 0 REPAIRS AND MAINTENANCE 160246 160246 0 0 WORKERS COMPENSATION INSURANCE 75474 75474 0 0 256520 256520 41852603 38492603 3360000 0 23051119 19980760 0 0 0 0 5375847 3769666 0 0 0 0 0 0 0 0 624626 563769 7241266 5483415 2079051 1757851 0 0 0 0 0 0 0 0 416374 5233734 31547017 31305780 11297918 3087591 0 0 0 0 0 0 0 0 0 0 0 0 0 0 418971 5296631 11716889 8384222 X 19830128 22921558 0 0 19830128 22921558 31547017 31305780 3091430 X false true X true false X X 1 GOODWILL INDUSTRIES OF SAN ANTONIO 741238444 10 false 0 0 1 0 false false false false false false false false false false false false false false false true FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1 On July 30, 2012, Goodwill Industries of San Antonio Contract Services(GISACS) was formed as a separate non-stock Texas corporation by Goodwill Industries of San Antonio, Inc. (GISA) that became operational January 1, 2013, to operate its contract services business unit. This corporation is operated exclusively to serve the mission of GISA, with a board of directors that is comprised of the same individuals that govern GISA. GISA transferred certain assets to GISACS effective January 1, 2013 to allow for continued performance of services under existing government contracts. Total net book value of assets transferred amounted to $1,165,289. In addition, the entities entered into an administrative service agreement whereby GISA will provide certain administrative services to GISACS at an agreed upon market rate. Such services include accounting, marketing and advertising, billing and collection, risk management, finance and cash management, budgeting, purchasing, personnel, employment, payroll and benefit matters, and administrative and tax matters. Total amount of management fee charged to GISACS amounted to $3,360,000 in 2023. Twice annually, the board of directors will review the operating reserves of GISACS, and if current assets exceed amounts necessary to cover three months operating expenditures, the board will decide to contribute the excess to GISA for the purpose of supporting the mission of Goodwill Industries of San Antonio. 1012939 991480 21459 6228327 4491935 1736392 0 0 0 1757851 OPERATING RIGHT-OF-USE ASSETS 5233734 5233734 0 LEASE LIABILITIES 5296631 5296631 X 44944033 44944033 44944033 41852603 41852603 41852603 FORM 990, SCHEDULE D, PART X, LINE 2 GISA and GISACS are both not-for-profit organizations, exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. GISA qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and is classified as a public charity and not a private foundation under Section 509(a)(1), while GISACS is classified as a public charity and not a private foundation under Section 509(a)(2). However, income from certain activities not directly related to both entities' tax-exempt purpose is subject to taxation as unrelated business income. based on analysis completed by management there is no unrelated business income associated with by debt-financed rental income, for the years ended December 31, 2023 and 2022. Goodwill follows the provisions of Accounting Standards Codification (ASC) 740-10 on Accounting for Uncertainty in Income Taxes. Under ASC 740-10, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely-than-not that the position will be sustained. Goodwill's management believes it has no material uncertain tax positions and, accordingly, it will not recognize any related liability. For the years ended December 31, 2023 and 2022, Goodwill did not recognize any interest or penalties associated with uncertain tax positions. Tax years 2020 and later remain open to examination by the Internal Revenue Service, and these periods have not been extended beyond the applicable statute of limitations. X X X X X X false false false true true true true false false MARK MCKEEVER PRESIDENT & COO - GWCS 228106 0 34840 0 0 0 10518 0 0 0 273464 0 0 0 JANICE BUNCH PRESIDENT & COO - GWSA 0 243871 0 38001 0 0 0 8244 0 18447 0 308563 0 0 ANGELIQUE DE OLIVEIRA chief mission services officer 0 175783 0 29090 0 0 0 8501 0 22367 0 235741 0 0 DEBORAH SCHMIDT VP, COMPLIANCE & quality 0 166942 0 25964 0 0 0 0 0 0 0 192906 0 0 GEORGE STASKA vp - DONATED GOODS RETAIL 0 202146 0 31764 0 0 0 0 0 12431 0 246341 0 0 josephus pope vp - human resources 0 167897 0 25946 0 0 0 0 0 0 0 193843 0 0 Carlos J Contreras III President/CEO 0 339046 0 73970 0 0 0 13200 0 9223 0 435439 0 0 CHRISTI ROHMER CFO 0 164489 0 0 0 0 0 3077 0 6149 0 173715 0 0 WILLIAM PERRY VP - BUSINESS SERVICES 123670 0 23715 0 0 0 3875 0 7598 0 158858 0 0 0 JERRY ARELLANO VP - MARKETING AND COMMUNI 0 144848 0 9683 0 0 0 5804 0 9223 0 169558 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 VARIOUS 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 2024. FORM 990, SCHEDULE J, PART I, LINE 5A THE PURPOSE OF THE INCENTIVE PLAN IS TO INSPIRE GOODWILL TEAM MEMBERS TO EXCEED JOB EXPECTATIONS AND COMPANY PERFORMANCE OBJECTIVES, AND ENCOURAGE TEAMWORK AND COLLABORATION TOWARD THE ACHIEVEMENT OF COMMON GOALS AND STRATEGIC MILESTONES. IN ADDITION, THE INCENTIVE PLAN IS A CRITICAL ELEMENT OF A COMPETITIVE COMPENSATION PROGRAM WHICH WILL ENABLE GOODWILL TO RECRUIT, RETAIN, AND MOTIVATE TALENTED PERSONNEL. THIS INCENTIVE PLAN IS APPLICABLE TO ALL GOODWILL TEAM MEMBERS WHO HAVE MET THE ELIGIBILITY GUIDELINES AS DEFINED IN THE PLAN. FORM 990, SCHEDULE J, PART I, LINE 5B THE PURPOSE OF THE INCENTIVE PLAN IS TO INSPIRE GOODWILL TEAM MEMBERS TO EXCEED JOB EXPECTATIONS AND COMPANY PERFORMANCE OBJECTIVES, AND ENCOURAGE TEAMWORK AND COLLABORATION TOWARD THE ACHIEVEMENT OF COMMON GOALS AND STRATEGIC MILESTONES. IN ADDITION, THE INCENTIVE PLAN IS A CRITICAL ELEMENT OF A COMPETITIVE COMPENSATION PROGRAM WHICH WILL ENABLE GOODWILL TO RECRUIT, RETAIN, AND MOTIVATE TALENTED PERSONNEL. THIS INCENTIVE PLAN IS APPLICABLE TO ALL GOODWILL TEAM MEMBERS WHO HAVE MET THE ELIGIBILITY GUIDELINES AS DEFINED IN THE PLAN. FORM 990, SCHEDULE J, PART I, LINE 6A THE PURPOSE OF THE INCENTIVE PLAN IS TO INSPIRE GOODWILL TEAM MEMBERS TO EXCEED JOB EXPECTATIONS AND COMPANY PERFORMANCE OBJECTIVES, AND ENCOURAGE TEAMWORK AND COLLABORATION TOWARD THE ACHIEVEMENT OF COMMON GOALS AND STRATEGIC MILESTONES. IN ADDITION, THE INCENTIVE PLAN IS A CRITICAL ELEMENT OF A COMPETITIVE COMPENSATION PROGRAM WHICH WILL ENABLE GOODWILL TO RECRUIT, RETAIN, AND MOTIVATE TALENTED PERSONNEL. THIS INCENTIVE PLAN IS APPLICABLE TO ALL GOODWILL TEAM MEMBERS WHO HAVE MET THE ELIGIBILITY GUIDELINES AS DEFINED IN THE PLAN. FORM 990, SCHEDULE J, PART I, LINE 6B THE PURPOSE OF THE INCENTIVE PLAN IS TO INSPIRE GOODWILL TEAM MEMBERS TO EXCEED JOB EXPECTATIONS AND COMPANY PERFORMANCE OBJECTIVES, AND ENCOURAGE TEAMWORK AND COLLABORATION TOWARD THE ACHIEVEMENT OF COMMON GOALS AND STRATEGIC MILESTONES. IN ADDITION, THE INCENTIVE PLAN IS A CRITICAL ELEMENT OF A COMPETITIVE COMPENSATION PROGRAM WHICH WILL ENABLE GOODWILL TO RECRUIT, RETAIN, AND MOTIVATE TALENTED PERSONNEL. THIS INCENTIVE PLAN IS APPLICABLE TO ALL GOODWILL TEAM MEMBERS WHO HAVE MET THE ELIGIBILITY GUIDELINES AS DEFINED IN THE PLAN. FORM 990, PART I, LINE 1 COUPLED WITH ROBUST CASE MANAGEMENT, TO EMPOWER INDIVIDUALS WHO FACE BARRIERS TO GAINFUL EMPLOYMENT, EITHER DUE TO SIGNIFICANT DISABILITY OR OTHER BARRIER, TO IMPROVE THEIR LIVES THROUGH WORK. BY CAPTURING FEDERAL, STATE & LOCAL CONTRACTING OPPORTUNITIES, GOODWILL PROVIDES EMPLOYMENT TO MORE THAN 811 INDIVIDUALS. OVER 80% OF THESE INDIVIDUALS HAVE A SIGNIFICANT DOCUMENTED DISABILITY AND FACE BARRIERS IN FINDING EMPLOYMENT. IN ADDITION, REVENUE EARNED FROM THESE CONTRACTS IS USED TO SUPPORT GOODWILL INDUSTRIES OF SAN ANTONIO IN THE COMMUNITY. GOODWILL'S CASE MANAGEMENT INCLUDES: >LIFE SKILLS COACHING - PROVIDED BY OUR STAFF OF LICENSED AND CERTIFIED PROFESSIONAL COUNSELORS TO OUR TEAM MEMBERS TO CREATE A HEALTHY WORK ENVIRONMENT, A KEY TO LONG TERM & SUCCESSFUL EMPLOYMENT. THE COACHES ASSIST TEAM MEMBERS WITH DEVELOPMENT OR REFINEMENT OF SKILLS FOR PERSONAL DEVELOPMENT (I.E., INTERPERSONAL COMMUNICATION SKILLS; CONFLICT RESOLUTIONS ISSUES; DECISION MAKING SKILLS DEVELOPMENT, GRIEF AND LOSS; ANXIETY AND STRESS; PROFESSIONAL ETIQUETTE IN THE WORKPLACE, FAMILY CONFLICTS; PHYSICAL OR EMOTIONAL ABUSE; COPING SKILLS; & SELF CARE FOR WORK/LIFE BALANCE) >SERVICE COORDINATION - PROVIDING TEAM MEMBERS WITH DIRECT ACCESS TO BOTH INTERNAL EMPLOYEE ASSISTANCE RESOURCES (FINANCIAL COACHING SERVICES; EDUCATION PROGRAMS; ESI; DIGITAL LITERACY) AND REFERRAL AND CONNECTION TO LOCAL COMMUNITY RESOURCES (I.E., PUBLIC ASSISTANCE PROGRAMS, AFFORDABLE HOUSING OPTIONS; CHILDCARE & OTHER SITUATIONAL SPECIFIC NEEDS). >CAREER COACHING & EDUCATIONAL OPPORTUNITIES - PROVIDE DIRECT ASSISTANCE TO TEAM MEMBERS TO MAXIMIZE THEIR PERSONAL AND PROFESSIONAL POTENTIAL *CAREER TRANSITIONS AND MANAGING JOB PRESSUES *CAREER PATH DISCOVERY (INTEREST INVENTORY, PERSONALITY PROFILING, JOB HISTORY REVIEWING) *RESUME DEVELOPMENT OR FEEDBACK *COACHING AND PRACTICE FOR INTERVIEW SKILLS *ASSISTANCE WITH EDUCATION PROGRAM ENROLLMENT >ABILITYONE EVALUATIONS - FACILITIES COMPLETION OF INITIAL AND ANNUAL INDIVIDUAL ELIGIBILITY EVALUATIONS, SERVICE PLANS AND PROGRESSION CHARTS FOR ABILITYONE ELIGIBLE TEAM MEMBERS IDENTIFIED WITH A DISABILITY. SERVICE PLANS AND PROGRESSION CHARTS ARE DEVELOPED TOGETHER WITH THE TEAM MEMBER, LIFE SKILLS COACH AND SUPERVISORY/MANAGEMENT TEAM AS PART OF THE SERVANT LEADERSHIP MODEL. THESE SUPPORT SERVICES ARE AVAILABLE TO ALL TEAM MEMBERS TO ENSURE THEY WORK IN A SUPPORTIVE ENVIRONMENT WITH POTENTIAL FOR PROFRESSIONAL AND PERSONAL GROWTH. GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES BELIEVES OUR COMMUNITY IS ENRICHED WITH EVERYONE REGARDLESS OF DISABILITY OR OTHER BARRIERS TO EMPLOYMENT HAS OPPORTUNITIES FOR UPWARD MOBILITY AND SELF-SUFFICIENCY. FORM 990, PART III, LINE 1 GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES' MISSION IS TO CHANGE LIVES THROUGH THE POWER OF WORK BY PROVIDING CAREER & EMPLOYMENT SERVICES, EDUCATION, AND TRAINING PROGRAMS, COUPLED WITH ROBUST CASE MANAGEMENT, TO EMPOWER INDIVIDUALS WHO FACE CHALLENGES IN GAINING EMPLOYMENT. FORM 990, PART III, LINE 4A THESE CONTRACTS INCLUDE CONTACT CENTER, GROUNDS MAINTENANCE/LANDSCAPING, ADMINISTRATIVE AND DOCUMENT MANAGEMENT SERVICES, HVAC AND CUSTODIAL SERVICES, BASE-WIDE RECYCLING, AND HEAVY EQUIPMENT OPERATIONS. GOODWILL CONTRACT SERVICES HAS A PRESENCE ON EVERY MILITARY INSTALLATION IN SAN ANTONIO, TX. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT/CEO AND CFO THEN SENT TO THE MEMBERS OF THE AUDIT COMMITTEE AT LEAST ONE WEEK IN ADVANCE OF THE COMMITTEE MEETING. THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE CPA FIRM THAT PREPARED THE RETURN. AFTER THE AUDIT COMMITTEE ACCEPTS THE RETURN THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. 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 B, LINE 15 GOODWILL INDUSTRIES OF SAN ANTONIO USES SURVEY DATA PRESENTED BY AN INDEPENDENT THIRD PARTY WHO GATHERS INFORMATION FROM VARIOUS 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 MARCH 2024. FORM 990, PART VI, SECTION C, LINE 19 AN ANNUAL IMPACT REPORT IS PUBLISHED BY THE ORGANIZATION WHICH INCLUDES THE FINANCIAL RESULTS. AN ONLINE COPY IS AVAILABLE ON THE ORGANIZATIONS WEBSITE. HARD COPIES OF THE ANNUAL REPORT, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINES 7 & 9 THE SERVICE CONTRACT ACT PROVIDES FOR THE SECRETARY OF LABOR TO ESTABLISH MINIMUM WAGE AND FRINGE BENEFIT REQUIREMENTS FOR "SERVICE EMPLOYEES". SERVICE EMPLOYEES ARE DEFINED AS INDIVIDUALS THAT ARE NOT CLASSIFIED AS EXECUTIVE, ADMINISTRATIVE OR PROFESSIONAL PER TITLE 29, PART 541 OF THE CODE OF FEDERAL REGULATIONS AND WHO WORK ON SERVICE CONTRACTS PERFORMED FOR THE FEDERAL GOVERNMENT. THE WAGE RATES AND FRINGE BENEFIT LEVELS ARE PUBLISHED IN THE ANNUAL WAGE DETERMINATION AND REFLECT THE PREVAILING RATE FOR SIMILAR WORK BEING PERFORMED IN A SPECIFIC LOCALITY. GOODWILL CONTRACT SERVICES FOLLOWS THESE GUIDELINES IN DETERMINING WAGE AND BENEFIT RATES FOR ITS SERVICE CONTRACT WORKERS. GOODWILL INDUSTRIES OF SAN ANTONIO 406 W COMMERCE SAN ANTONIO TX 78207 741238444 SEE PART VII TX 501(C)(3) LINE 7 false GOODWILL IND SA CS HEALTH AND WELFARE TR 406 W COMMERCE SAN ANTONIO TX 78207 387093762 SEE PART VII TX 501(C)(3) LINE 12B false false false false true false false false false false false false true true true true false false false FORM 990, SCHEDULE R, PART II, COLUMN(B) TO HELP CHANGE LIVES THROUGH THE POWER OF WORK