2025-11-13T17:51:06-06:00 2024-12-31 BDO USA 10999 IH-10W Suite 255 San Antonio TX 78230 990 2024-01-01 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 2025-10-30 true true Ann M Pena P00671430 2103428000 2025-10-30 2024 2025-03-06 01:10:19Z Carlos J Contreras III 406 W COMMERCE SAN ANTONIO TX 782073102 6210281 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 5023651 6198359 80155 11922 0 0 5103806 6210281 0 0 4211443 4990053 0 0 0 0 0 1152973 1665331 5364416 6655384 -260610 -445103 782700 363420 576801 731226 205899 -367806 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 16 CONTRACTS WITH THE FEDERAL GOVERNMENT. THROUGH THESE CONTRACTS, GOODWILL PROVIDES EMPLOYMENT BENEFITS, TRAINING, AND CASE MANAGEMENT TO MORE THAN 587 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 true 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 X CARLOS J CONTRERAS III PRESIDENT/CEO 30.0 10.0 X 426240 0 23023 MARK MCKEEVER PRESIDENT & COO - GWCS 0.0 40.0 X 0 269238 10770 GEORGE STASKA VP - DONATED GOODS RETAIL 40.0 0.0 X 239665 0 22171 CHRISTI ROHMER CHIEF FINANCIAL OFFICER 30.0 10.0 X 242300 0 18969 ANGELIQUE DE OLIVEIRA CHIEF MISSION SERVICES OFFICER 40.0 0.0 X 182552 0 29999 DEBORAH SCHMIDT VP COMPLIANCE & QUALITY 35.0 5.0 X 197377 0 7922 JOSEPHUS POPE VP - HUMAN RESOURCES 30.0 10.0 X 204396 0 0 WILLIAM PERRY VP - BUSINESS SERVICES 0.0 40.0 X 0 181316 22975 GERARDO ARELLANO VP - MARKETING & COMMUNICATION 30.0 10.0 X 172048 0 16159 JULIA CARRILLO HAYNES CHIEF OF STAFF 30.0 10.0 X 167931 0 17482 DAVID E PETERSEN PRESI. & COO-GWSA(AS OF 06/24) 30.0 10.0 X 104510 0 339 ROBERT DAVIES CHAIR 0.85 0.15 X X 0 0 0 ERIN FOGARTY PAST CHAIR 0.85 0.15 X X 0 0 0 EDDY SALAS VICE CHAIR 0.85 0.15 X X 0 0 0 REGINAL HARRIS SECRETARY 0.85 0.15 X X 0 0 0 VIRGINIA FINSTER TREASURER 0.85 0.15 X X 0 0 0 JEFF BAILEY DIRECTOR 0.85 0.15 X 0 0 0 MAINAK BARDHAN DIRECTOR (FEB 2024 - DEC 2024) 0.85 0.15 X 0 0 0 KIM CARROLL DIRECTOR 0.85 0.15 X 0 0 0 BONNIE PROSSER ELDER DIRECTOR 0.85 0.15 X 0 0 0 MICHAEL J FRESHER DIRECTOR (FEB 2024 - DEC 2024) 0.85 0.15 X 0 0 0 MARINA GONZALES DIRECTOR 0.85 0.15 X 0 0 0 RYAN HARRISON DIRECTOR 0.85 0.15 X 0 0 0 MICHAEL JERSIN DIRECTOR 0.85 0.15 X 0 0 0 AMY LEWIS DIRECTOR 0.85 0.15 X 0 0 0 GARDNER PEAVY DIRECTOR 0.85 0.15 X 0 0 0 SYBEL PICI DIRECTOR 0.85 0.15 X 0 0 0 MARY STICH DIRECTOR 0.85 0.15 X 0 0 0 JANELLE SYKES DIRECTOR 0.85 0.15 X 0 0 0 JESSICA URIEGAS DIRECTOR 0.85 0.15 X 0 0 0 1937019 450554 169809 25 false true false 0 0 EMPLOYER CONTRIBUTIONS 525100 5637996 5637996 EMPLOYEE CONTRIBUTIONS 525100 560363 560363 6198359 11922 0 11922 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6210281 6198359 0 11922 0 0 0 4990053 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 275530 PLAN ADMINISTRATIVE EXPENSES 1389801 6655384 0 0 360165 331863 0 0 422535 31557 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 782700 363420 228716 254539 0 0 0 0 0 0 0 0 0 0 0 0 0 0 348085 476687 576801 731226 X 0 0 0 0 205899 -367806 205899 -367806 782700 363420 X -445103 -128602 X false true X true 0 CLAIMS PAYABLE AND INCURRED 476687 476687 X 6210281 6210281 6210281 6655384 6655384 6655384 FORM 990, SCHEDULE D, PART X, LINE 2 THE VEBA TRUST ESTATBLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE IRC, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. ON AUGUST 4, 2014, AN OPINION LETTER WAS RECEIVED FROM THE INTERNAL REVENUE SERVICE (IRS) GRANTING TAX EXEMPT STATUS AS OF APRIL 1, 2013. AS A RESULT OF THE TAX STATUS DETERMINATION, NO PROVISION OF INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 2021. false false false CARLOS J CONTRERAS III PRESIDENT/CEO 352785 0 73455 0 0 0 13800 0 9223 0 449263 0 0 0 CHRISTI ROHMER CHIEF FINANCIAL OFFICER 215305 0 26995 0 0 0 9746 0 9223 0 261269 0 0 0 GEORGE STASKA VP - DONATED GOODS RETAIL 208738 0 30927 0 0 0 9740 0 12431 0 261836 0 0 0 JOSEPHUS POPE VP - HUMAN RESOURCES 179255 0 25141 0 0 0 0 0 0 0 204396 0 0 0 DEBORAH SCHMIDT VP COMPLIANCE & QUALITY 172218 0 25159 0 0 0 7922 0 0 0 205299 0 0 0 GERARDO ARELLANO VP - MARKETING & COMMUNICATION 149557 0 22491 0 0 0 6936 0 9223 0 188207 0 0 0 ANGELIQUE DE OLIVEIRA CHIEF MISSION SERVICES OFFICER 154364 0 28188 0 0 0 7617 0 22382 0 212551 0 0 0 MARK MCKEEVER PRESIDENT & COO - GWCS 0 235478 0 33760 0 0 0 10770 0 0 0 280008 0 0 WILLIAM PERRY VP - BUSINESS SERVICES 0 157601 0 23715 0 0 0 7436 0 15539 0 204291 0 0 JULIA CARRILLO HAYNES CHIEF OF STAFF 159480 0 8451 0 0 0 2725 0 14757 0 185413 0 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 2025. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 WAS REVIEWED AND APPROVED BY THE PRESIDENT & CEO AND CFO 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 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 (128,602) 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 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.