2024-11-11T10:37:22-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 237148440 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 MATT FORTNEY CFO, SVP OF ADMINISTRATION 3175244313 2024-11-11 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-11 2023 2024-10-15 13:58:12Z MATT FORTNEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 9289859 0 X WWW.GOODWILLINDY.ORG X 1971 IN THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) AND GOODWILL EDUCATION INITIATIVES, INC. (GEI), TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GOODWILL'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. 38 38 0 38 77233 67260 6028751 5442759 0 0 603703 3581448 0 147063 6632454 9171270 6183909 6811987 0 0 329732 405920 0 0 435192 861788 837786 7375429 8055693 -742975 1115577 66408208 71563114 4185265 3062188 62222943 68500926 X THE ORGANIZATION'S PURPOSE IS TO SOLICIT FINANCIAL SUPPORT FROM THE GENERAL PUBLIC AND TO DISBURSE SUCH FUNDS TO SUPPORT GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) AND GOODWILL EDUCATION INITIATIVES, INC. (GEI), TO HELP ESTABLISH NEW PROGRAMS OR SERVICES FOR DISABLED AND DISADVANTAGED INDIVIDUALS IN CENTRAL AND SOUTHERN INDIANA, FURTHER GOODWILL'S EDUCATIONAL EFFORTS, PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING GRADUATES OF GEI'S CHARTER SCHOOLS AND ATTRACT PROMISING COLLEGE STUDENTS TO CAREERS IN HUMAN SERVICES BY PROVIDING SCHOLARSHIPS AND INTERNSHIPS. 0 0 7004852 6811987 GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. ("GCSI") AND ITS SUBSIDIARIES, GW COMMERCIAL SERVICES, INC. ("GWCS") AND GOODWILL EDUCATION INITIATIVES, INC. ("GEI"), TOGETHER WITH GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. (THE FOUNDATION) (COLLECTIVELY REFERRED TO AS "GOODWILL") ARE INDIANA NON-PROFIT ORGANIZATIONS THAT OFFER EMPLOYMENT, EDUCATION AND RELATED SERVICES TO DISADVANTAGED ADULTS AND YOUNG PEOPLE THROUGHOUT CENTRAL AND SOUTHERN INDIANA. GOODWILL DEFINES DISADVANTAGED INDIVIDUALS AS THOSE WITH A BARRIER TO EMPLOYMENT SUCH AS A DISABILITY, A CRIMINAL HISTORY, AND/OR A LOW EDUCATION LEVEL (LESS THAN A HIGH SCHOOL DIPLOMA).-CONTINUED ON SCHEDULE O- 7004852 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X MATTHEW FORTNEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 KAREN GLASER CHAIR 1.00 0.00 X X 0 0 0 LILY SMITH VICE-CHAIR 1.00 0.00 X X 0 0 0 ANDREW MORRIS DIRECTOR 1.00 0.00 X X 0 0 0 SONIA CHEN ARNOLD DIRECTOR 1.00 0.00 X 0 0 0 CHRIS BEAN DIRECTOR 1.00 0.00 X 0 0 0 CRAIG CALDWELL DIRECTOR 1.00 0.00 X 0 0 0 MATT B CARTER DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA CASTANEDA DIRECTOR 1.00 0.00 X 0 0 0 CHRIS COCKERHAM DIRECTOR 1.00 0.00 X 0 0 0 KEITH FALLER DIRECTOR 1.00 0.00 X 0 0 0 GWEN A FOUNTAIN PHD DIRECTOR 1.00 0.00 X 0 0 0 DAWN GRIFFIN DIRECTOR 1.00 0.00 X 0 0 0 C PERRY GRIFFITH III DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HERZOG DIRECTOR 1.00 0.00 X 0 0 0 SANDY HEGE DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH HILBRICH DIRECTOR 1.00 0.00 X 0 0 0 JOHN F HIRSCHMAN DIRECTOR 1.00 0.00 X 0 0 0 WENDY HORN DIRECTOR 1.00 0.00 X 0 0 0 MATT HOWARD DIRECTOR 1.00 0.00 X 0 0 0 KELLEY JACOBSEN DIRECTOR 1.00 0.00 X 0 0 0 THOMAS A KING DIRECTOR 1.00 0.00 X 0 0 0 WENDY LARMAN DIRECTOR 1.00 0.00 X 0 0 0 VIVIAN LIECHTY DIRECTOR 1.00 0.00 X 0 0 0 ROB MARTINSON DIRECTOR 1.00 0.00 X 0 0 0 GREG MAURER DIRECTOR 1.00 0.00 X 0 0 0 ANDREA NEELY DIRECTOR 1.00 0.00 X 0 0 0 DEWAND NEELY DIRECTOR 1.00 0.00 X 0 0 0 SHIV O'NEILL DIRECTOR 1.00 0.00 X 0 0 0 ABBY PRESLEY DIRECTOR 1.00 0.00 X 0 0 0 STEVEN C ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 MEGAN SAVAGE DIRECTOR 1.00 0.00 X 0 0 0 ANNE SHANE DIRECTOR 1.00 0.00 X 0 0 0 JASON SPILBELER DIRECTOR 1.00 0.00 X 0 0 0 TONY SNIDER DIRECTOR 1.00 0.00 X 0 0 0 ERIC STOLBERG DIRECTOR 1.00 0.00 X 0 0 0 FRED C TUCKER III DIRECTOR 1.00 0.00 X 0 0 0 W MICHAEL WELLS DIRECTOR 1.00 0.00 X 0 0 0 DREW WHITE DIRECTOR 1.00 0.00 X 0 0 0 OTTO N FRENZEL IV DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 MARK GRAHAM DIRECTOR PARTIAL TERM 1.00 2.00 X 0 0 0 WILLIAM K MCGOWAN JR DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 RALPH MEYER DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 KENT KRAMER PRESIDENT & CEO 1.00 41.00 X 0 656026 39292 DANIEL RILEY SECRETARY & TREASURER PARTIAL TERM 1.00 41.00 X 0 174330 20329 MATTHEW FORTNEY SECRETARY & TREASURER 1.00 41.00 X 0 138809 5128 RACHEL EBLE VP, FNDTN, & CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 0 209162 30045 0 1178327 94794 0 0 1 0 0 36252 718589 4687918 5442759 1602616 77233 1525383 1978832 0 1978832 1978832 1978832 265652 36252 118589 147063 147063 9171270 0 77233 3651278 6811987 6811987 372318 372318 33602 33602 192865 192865 108888 108888 10873 10873 37455 37455 51577 51577 936 936 FUNDRAISING 423496 423496 11696 11696 8055693 7004852 615649 435192 7736888 3748452 1554752 1266209 47349470 54940883 9767098 9506570 0 2101000 66408208 71563114 185 185 5000 4185080 3057003 4185265 3062188 X 42388809 49024892 19834134 19476034 62222943 68500926 66408208 71563114 1115577 5162406 0 X X 0 1 X 1 0 X 1587821 2294066 22142605 6028751 5708411 37761654 1587821 2294066 22142605 6028751 5708411 37761654 37761654 1566940 1612979 3956401 1308526 1602616 10047462 47809116 0.78980 0.76260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BLACKROCK INVESTMENT FUND 602930 C NORTHGATE INVESTMENT FUND 49751 C GREEN SPRING 2551046 C AETHER REAL ASSETS 995355 C GREENBACKER INVESTMENT 3098078 C RYDER INVESTMENT FUND 2209410 C 9506570 RELATED PARTY PAYABLES 1057003 CONDITIONAL ADVANCES RECEIVED 500000 LONG-TERM REFUNDABLE ADVANCE 1500000 3057003 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY GOODWILL AND RECOGNIZE A TAX LIABILITY IF GOODWILL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GOODWILL AND HAS CONCLUDED THAT AS OF DECEMBER 30, 2023 AND DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GOODWILL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. UNBOXED 301904 36252 265652 98421 20168 301904 36252 265652 98421 20168 118589 147063 1 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 200749885 501C3 245798 0 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501C3 6566189 0 SUPPORT ORGANIZATION'S PRIMARY EXEMPT PURPOSE 2 PART I, LINE 2: THE ORGANIZATION IS A RELATED ORGANIZATION OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. AND SUBSIDIARIES ("GOODWILL"). ALL GRANTS ARE MADE TO SUPPORT GOODWILL AND ITS PRIMARY EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 KENT KRAMER PRESIDENT & CEO 0 463417 0 177531 0 15078 0 20260 0 19032 0 695318 0 0 RACHEL EBLE VP, FNDTN, & CHIEF ADVANCEMENT OFFIC 0 174087 0 33927 0 1148 0 12821 0 17224 0 239207 0 0 DANIEL RILEY SECRETARY & TREASURER PARTIAL TERM 0 136015 0 35698 0 2617 0 9208 0 11121 0 194659 0 0 PART I, LINE 3 THE FOLLOWING METHODS WERE USED BY A RELATED PARTY (GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC.) TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 4A, CONTINUED: GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL RELATED ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. GCSI OPERATES FOUR DISTINCT ENTERPRISE DIVISIONS, DESCRIBED BELOW. GCSI'S RETAIL OPERATION COLLECTS DONATIONS OF USED CLOTHING AND HOUSEHOLD ITEMS AND SELLS THEM THROUGH A NETWORK OF 71 THRIFT STORES AND FOUR WAREHOUSE OUTLET CENTERS. EXCESS AND UNSALABLE DONATED ITEMS ARE SOLD THROUGH SALVAGE AND RECYCLING CHANNELS. UNIQUE AND HIGH-VALUE ITEMS, JEWELRY AND BOOKS ARE OFTEN SOLD THROUGH E-COMMERCE CHANNELS. THE RETAIL OPERATION ALSO ACCEPTS AND SELLS DONATED AUTOMOBILES, USING A THIRD PARTY FOR VEHICLE TOWING AND AUCTION SERVICES. THE RETAIL OPERATION EMPLOYS MORE THAN 3,500 INDIVIDUALS, MORE THAN 66% OF WHOM HAVE BARRIERS TO EMPLOYMENT. THESE OPERATIONS ALSO GENERATE REVENUE AND CASH FLOW THAT FUND A LARGE PORTION OF GCSI'S OTHER MISSION-RELATED OPERATIONS AND ITS GENERAL AND ADMINISTRATIVE EXPENSES. GCSI'S COMMERCIAL SERVICES ("CS") OPERATION PROVIDES A VARIETY OF OUTSOURCE PACKAGING, ASSEMBLY, AND FULFILLMENT SERVICES TO EXTERNAL CUSTOMERS, EMPLOYING OVER 300 PEOPLE WITH DISABILITIES AND OTHER BARRIERS. GCSI'S MISSION ADVANCEMENT ("MA") OPERATION PROVIDES CASE MANAGEMENT, COUNSELING, TRAINING, EDUCATION, JOB COACHING, JOB PLACEMENT, AND RELATED SUPPORTIVE SERVICES FOR DISABLED, DISADVANTAGED, UNEMPLOYED AND UNDER EMPLOYED INDIVIDUALS WHO WISH TO FIND AND RETAIN EMPLOYMENT AND INCREASE THEIR ECONOMIC SELF-SUFFICIENCY. MA ALSO MANAGES PROGRAMS DESIGNED TO PROVIDE HOLISTIC WHOLE-FAMILY SERVICES TO GOODWILL'S LOW-WAGE WORKERS, PROGRAM PARTICIPANTS, AND THEIR FAMILIES. THE CS AND MA SEGMENTS OF GOODWILL OF CENTRAL AND SOUTHERN ARE FUNDED BY A COMBINATION OF CONTRACTS WITH EXTERNAL CUSTOMERS, SERVICE CONTRACTS WITH FEDERAL AND STATE GOVERNMENTAL ENTITIES, UNITED WAY GRANTS, PRIVATE GRANTS AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS, AND SUBSIDIES FROM GCSI'S RETAIL OPERATION. GOODWILL STRIVES TO PLACE MANY OF THE INDIVIDUALS IT SERVES THROUGH ITS MISSION ADVANCEMENT DIVISION IN EMPLOYMENT WITH EXTERNAL EMPLOYERS. IN MANY INSTANCES, INDIVIDUALS MAY WORK AT GOODWILL IN VARIOUS CAPACITIES TO GAIN WORK EXPERIENCE, TRAINING, JOB AND INCOME STABILITY, AND SOFT SKILLS NECESSARY TO BECOME MORE SELF-SUFFICIENT IN EMPLOYMENT WITH OTHER EMPLOYERS. INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS MADE UP MORE THAN 61% OF GOODWILL'S TOTAL WORKFORCE OF MORE THAN 4,900 EMPLOYEES IN 2023. EMPLOYEES WITH DISABILITIES AND OTHER BARRIERS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND SUPPORT DESIGNED TO ASSIST THEM IN DAILY LIVING, FINANCIAL DECISIONS, TRANSPORTATION, LIFE SKILLS, COMMUNICATIONS, ACCESS TO HEALTH CARE AND OTHER CRITICAL NEEDS FOR THE NEARLY 14% OF GOODWILL'S WORKFORCE THAT HAS A CRIMINAL HISTORY, GOODWILL PROVIDES EMPLOYMENT AND RELATED SERVICES TO HELP THEM RE-ESTABLISH A WORK AND EARNINGS HISTORY, DEVELOP JOB AND LIFE SKILLS AND REDUCE THE RISK OF RECIDIVISM. IN 2021, DESPITE THE COVID-19 PANDEMIC, GOODWILL PLACED NEARLY 1,100 INDIVIDUALS IN JOBS WITH EXTERNAL EMPLOYERS, AN AVERAGE OF MORE THAN FOUR PEOPLE PER WORKDAY. GWCS IS OPERATED UNDER COMMON MANAGEMENT WITH GCSI'S COMMERCIAL SERVICES OPERATIONS AND PROVIDES REHABILITATIVE TRAINING AND JOBS FOR PEOPLE WHO HAVE SIGNIFICANT DISABILITIES, PRIMARILY THROUGH SERVICE CONTRACTS WITH VARIOUS FEDERAL GOVERNMENTAL ENTITIES PURSUANT TO ABILITY ONE (FORMERLY KNOWN AS THE JAVITS-WAGNER-O'DAY ACT OF 1971). ABILITY ONE REQUIRES CERTAIN FEDERAL GOVERNMENTAL ENTITIES TO PURCHASE SELECTED PRODUCTS AND SERVICES, VIA SUCH CONTRACTS, FROM NON-PROFIT AGENCIES EMPLOYING BLIND OR SIGNIFICANTLY DISABLED INDIVIDUALS WITH SIGNIFICANT DISABILITIES. AT YEAREND 2023, GWCS OPERATED 10 ABILITY ONE CONTRACTS AT GOVERNMENT SITES IN CENTRAL AND SOUTHERN INDIANA AND EMPLOYED APPROXIMATELY 143 PEOPLE WITH SIGNIFICANT DISABILITIES. GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI OR GOODWILL), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. TWO EXCEL CENTERS OCCUPY SPACE OWNED BY GCSI, ONE EXCELS CENTER OCCUPIES SPACE OWNED BY GEI, AND THE OTHER EXCEL CENTERS LEASE SPACE FROM THIRD PARTIES. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY &SECURITY, INFORMATION TECHNOLOGY, FACILITIES, AND MARKETING. THE EXCEL CENTERS OPERATED IN 16 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2022-2023. THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS. SINCE INCEPTION, MORE THAN 700 STUDENTS HAVE GRADUATED FROM THE MET, AND 64% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION. THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 AND COMPLETED ITS THIRTEENTH YEAR OF OPERATIONS ON JUNE 30, 2023. DUE TO THE HIGH DEMAND FOR ITS SERVICES, THE EXCEL CENTER HAS EXPANDED TO 16 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,700 STUDENTS. SINCE INCEPTION OVER 8,100 STUDENTS HAVE GRADUATED FROM THE EXCEL CENTER. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL. EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS. IN 2023, GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC., MADE GRANTS TO GCSI AND GEI FOR THE FOLLOWING PURPOSES: GCSI: -SUPPORT FOR GCSI'S MISSION ADVANCEMENT OPERATIONS, SPECIFICALLY TO ASSIST YOUTH AND ADULTS SEEKING EMPLOYMENT AND EDUCATIONAL ADVANCEMENT. -IMPLEMENTATION OF A NEW E-COMMERCE MODEL IN ORDER TO GROW AND ENHANCE GOODWILL'S ONLINE RETAIL SALES. -STARTUP SUPPORT FOR A NEW MEDICAL DEVICE MANUFACTURING FACILITY THAT WILL EMPLOY UP TO 100 PEOPLE FROM A LOW-INCOME NEIGHBORHOOD IN INDIANAPOLIS. -SUPPORT FOR WORK FOCUSED ON CONNECTING MISSION AND EDUCATION PROGRAMS TO THE FUTURE OF WORK AS DEFINED BY EMPLOYERS WITH HIGH DEMAND JOBS. GEI: -SCHOLARSHIPS PROVIDED TO ASSIST STUDENTS IN PURSUIT OF POST-SECONDARY EDUCATION. -FUNDING PROVIDED TO SUPPORT MENTAL HEALTH SERVICES. FORM 990, PART VI, SECTION A, LINE 1A SUCH COMMITTEES SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY AS THE BOARD OF DIRECTORS SHALL FROM TIME TO TIME DETERMINE BY RESOLUTION; PROVIDED, HOWEVER, A COMMITTEE MAY NOT AUTHORIZE DISTRIBUTIONS, FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON A COMMITTEE OR ADOPT, AMEND OR REPEAL THESE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY. SHOULD A CONFLICT ARISE, THE MEMBER WILL ABSTAIN FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GOODWILL) HAS ESTABLISHED A COMPENSATION COMMITTEE WITH THE RESPONSIBILITY OF ESTABLISHING THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (PRESIDENT) OF GOODWILL, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GOODWILL ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF SECTIONS 501(C)(3) AND 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GOODWILL OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GOODWILL, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GOODWILL, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GOODWILL. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GOODWILL. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND/OR COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR, CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION, IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN, AND IN REVIEWING RETROACTIVELY THE AMOUNTS DETERMINED BY APPLICATION OF ANY INCENTIVE FORMULA. THE PURPOSE OF SUCH RETROACTIVE REVIEW IS TO ENSURE THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN OR FORMULA THAT, WHEN AGGREGATED WITH BASIC SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. GOODWILL'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GOODWILL AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., AND GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA, INC. TWO MEMBERS OF THE EXECUTIVE TEAM ARE GEI EMPLOYEES. THE REMAINDER OF THE EXECUTIVE TEAM (10 MEMBERS) ARE COMPENSATED ONLY BY GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC., AND TAKE NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ITS FINANCIAL STATEMENTS AND 990S ARE ALSO AVAILABLE ON ITS WEBSITE, WWW.GOODWILLINDY.ORG. FORM 990, PART XII, LINE 2C: GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN, INDIANA, INC. (FOUNDATION) IS RELATED TO GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC. (GCSI), GOODWILL EDUCATION INITIATIVES, INC. (GEI), AND GW COMMERCIAL SERVICES (GWCS). THE FINANCIAL STATEMENTS OF GCSI, GEI, GWCS, AND THE FOUNDATION ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE AND AUDIT COMMITTEE (COMMITTEE) OF GCSI MEETS WITH THE AUDITORS ANNUALLY DURING THE AUDIT PLANNING STAGE TO REVIEW THE AUDIT PLAN AND ANY AUDIT CONCERNS. COMMITTEE MEMBERS GENERALLY CONSIST OF BOARD MEMBERS FROM EACH OF THE ABOVE ORGANIZATIONS. THE COMMITTEE THEN MEETS WITH THE AUDITORS AT THE CONCLUSION OF THE ANNUAL AUDIT TO REVIEW AND RECOMMEND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. UPON THE COMMITTEE'S RECOMMENDATION, THE FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL GCSI BOARD FOR FINAL APPROVAL. THIS PROCESS HAS NOT CHANGED IN THE PAST YEAR. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 350893506 EMPLOYMENT & EDUCATION SERVICES FOR DISABLED & DISADVANTAGED YOUTH & ADULTS IN 501(C)(3) LINE 7 N/A 0 GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 200749885 PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH & ADULTS IN 501(C)(3) LINE 2 GOODWILL OF CENTRAL & SOUTHERN INDIANA INC 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)(3) LINE 12A, I GOODWILL OF CENTRAL & SOUTHERN INDIANA INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0