2025-11-14T06:37:53-06:00 2024-12-31 351476702 BRADY WARE & SCHOENFELD INC 3601 RIGBY ROAD SUITE 400 DAYTON OH 45342 990 2024-01-01 310537112 GOODWILL EASTER SEALS MIAMI VALLEY GOOD 9374614800 660 S MAIN ST DAYTON OH 45402 LANCE DETRICK PRESIDENT 9374614800 2025-11-11 1 0 LORANI OROBITG CPA P00664457 9372235247 2025-11-11 2024 2025-03-06 01:10:19Z LANCE DETRICK 660 S MAIN ST DAYTON OH 45402 111030777 0 X GESMV.ORG X 1934 OH EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. 22 22 2450 230 0 0 47842342 49042967 52949419 57657248 376890 613609 987585 1048306 102156236 108362130 350605 333958 0 0 39228953 41342663 0 0 375604 61073319 65289356 100652877 106965977 1503359 1396153 103762908 108900961 28101508 29354530 75661400 79546431 X GOODWILL EASTER SEALS MIAMI VALLEY IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS A STATED MISSION TO EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. SERVICES ARE PROVIDED IN PORTIONS OF 27 COUNTIES IN SOUTHWEST OHIO AND 2 COUNTIES IN NORTHEAST KENTUCKY. GOODWILL EASTER SEALS MIAMI VALLEY IS AN INCORPORATED ENTITY AND IS EXEMPT UNDER THE PROVISIONS OF SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.THE FINANCIAL INFORMATION INCLUDED IN THIS FORM 990 INCLUDES THE ACTIVITIES FOR THE 2024 CALENDAR YEAR. 0 0 91021352 333958 8873683 EMPLOYMENT SERVICES -THESE PROGRAMS PROVIDE OPPORTUNITIES FOR THOSE THAT ARE DISABLED OR ECONOMICALLY DISADVANTAGED TO OBTAIN MEANINGFUL AND GAINFUL EMPLOYMENT. THE SERVICES INCLUDE EVALUATING EMPLOYMENT SKILLS, ESTABLISHING VIABLE CAREER GOALS, LEARNING MARKETABLE WORK BEHAVIORS, VALUES AND TECHNICAL SKILLS, OBTAINING PLACEMENT AND RETENTION SERVICES. GOODWILL EASTER SEALS MIAMI VALLEY EMPLOYED 633 EMPLOYEES WITH DISABILITIES AT DECEMBER 31, 2024. 5,083 PERSONS SERVED IN 2024. 1336270 768607 CHILDREN AND YOUTH SERVICES -FAMILIES WITH INFANTS, CHILDREN OR YOUTH RECEIVE SUPPORT SERVICES THAT HELP THEIR CHILDREN LEARN AND DEVELOP IN SAFE, HEALTHY AND ENRICHING ENVIRONMENTS. SERVICES INCLUDE EARLY IDENTIFICATION OF DEVELOPMENTAL DISABILITIES, YOUTH MENTORING, YOUTH EMPLOYMENT TRAINING AS WELL AS PROVIDING CAR SEATS TO PARENTS OF YOUNG CHILDREN WITH INSTRUCTION AS TO PROPER USE. 4,350 PERSONS SERVED IN 2024. 4037971 4606976 DD SERVICES-DD SERVICES PROVIDES A VARIETY OF SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, ASSISTING THEM TO MEET THIER NEEDS AND ACHIEVE THEIR GOALS. PROGRAMS INCLUDE SUPPORTED EMPLOYMENT, VOCATIONAL TRAINING, PERSONAL AND HOMEMAKER SERVICES, ADULT DAY SUPPORT AS WELL AS OTHER SUPPORT AND RECREATIONAL SERVICES, ADAPTIVE EQUIPMENT AND TECHNOLOGY, TRANSPORTATION AND COMMUNICATION SERVICES. 359 PERSONS SERVED IN 2024. 2698808 1189937 COMMUNITY SERVICES -COMMUNITY SERVICES PROVIDES OLDER ADULTS AND THEIR FAMILIES THE OPPORTUNITY TO LIVE MORE INDEPENDENTLY. SENIORS WHO ARE AT RISK OF BECOMING ISOLATED, INJURED OR FORGOTTEN CAN PARTICIPATE AND/OR OBTAIN SERVICES SUCH AS DAILY RECREATIONAL PROGRAMS, PERSONAL AND HOMEMAKER ASSISTANCE, ADAPTIVE EQUIPMENT, ONGOING COMMUNICATION AND SUPPORT AND TRANSPORTATION SERVICES THAT ENABLE THEM TO REMAIN SAFE IN THEIR HOMES AND INDEPENDENT OF INSTITUTIONAL CARE. 2,886 PERSONS SERVED IN 2024.BEHAVIORAL SERVICES - BEHAVIORAL HEALTH SERVICES IS A FULLY STATE CERTIFIED AND ACCREDITED COMMUNITY MENTAL HEALTH CENTER, THESE SERVICES PROVIDE ASSESSMENT, INTERVENTION, AND PSYCHIATRIC REHABILITATION FOR PEOPLE WITH SHORT TERM AND CHRONIC PSYCHIATRIC SYMPTOMS AND DISABILITIES. 11,772 PERSONS SERVED IN 2024. 2698808 1189937 99094401 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 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 1 1 0 0 0 1 214 0 1 2450 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X GRAIG TUSCHONG 9374614800 660 S MAIN ST DAYTON OH 45402 MARY ANN RECKER CHAIR 1.00 X X 0 0 0 CRAIG D SEITZ IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 KEVIN D WECKESSER FIRST VICE CHAIR 1.00 X X 0 0 0 JENNIFER MAFFETT-NICKELMAN SECRETARY 1.00 X X 0 0 0 SHAUN C SMITH TREASURER 1.00 X X 0 0 0 GARY L HUNT TRUSTEE 1.00 X 0 0 0 DR FR BENJAMIN E K SPEARE-HARDY I TRUSTEE 1.00 X 0 0 0 ANDREW B GOETZ TRUSTEE 1.00 X 0 0 0 MARY MCDONALD TRUSTEE 1.00 X 0 0 0 R MICHAEL OSBORN TRUSTEE 1.00 X 0 0 0 MARK E SCHUTTER CPA TRUSTEE 1.00 X 0 0 0 DAVID A TAYLOR TRUSTEE 1.00 X 0 0 0 REV DR DARYL WARD TRUSTEE 1.00 X 0 0 0 GREG WASMUND TRUSTEE 1.00 X 0 0 0 MARC R BELCASTRO DO TRUSTEE 1.00 X 0 0 0 GARY HAIRSTON TRUSTEE 1.00 X 0 0 0 DEENA JOHN TRUSTEE 1.00 X 0 0 0 DAVID MALONE TRUSTEE 1.00 X 0 0 0 BETH FERRIN TRUSTEE 1.00 X 0 0 0 BARBARA JOHNSON TRUSTEE 1.00 X 0 0 0 MARIA RUSSELL TRUSTEE 1.00 X 0 0 0 KELLY WOLFF TRUSTEE 1.00 X 0 0 0 LANCE DETRICK PRESIDENT 40.00 X 402252 0 37662 GRAIG TUSCHONG VICE PRESIDENT, CFO 40.00 1.00 X 183809 0 8042 JENNIFER L BONIFAS VICE PRESIDENT, CHIEF MISSION OFFICER 40.00 X 178756 0 5154 MATTHEW ARNTZ VICE PRESIDENT OF RETAIL 40.00 X 225869 0 15978 GLENN KLAVA VICE PRESIDENT OF BUSINESS SERVICES 40.00 X 145838 0 11421 STEVE NISWONGER DIRECTOR, MARKETING 40.00 X 105252 0 27631 RHONDA D KLINE DIRECTOR, HUMAN RESOURCES 40.00 X 110560 0 16271 SAMUEL JONES DIRECTOR, RETAIL 40.00 X 106492 0 27377 STEVE COUTURIER DIRECTOR, INFORMATION TECH 40.00 X 142205 0 19854 STEVE RUBENSTEIN C2C EXECUTIVE DIRECTOR 40.00 X 113191 0 18701 1714224 0 188091 10 0 1 0 FERGUSON CONSTRUCTION CO PO BOX 726 SIDNEY OH 45365 CONSTRUCTION 674775 ARCON BUILDERS LTD 7824 ALERNATE ST RTE 49 ARCANUM OH 45304 CONSTRUCTION 376615 MIDWEST COMMERCIAL SERVICES 881 STONEHENGE DR TIPP CITY OH 45371 JANITORIAL & LANDSCAPING 302777 3 42451837 4989999 1601131 42434721 49042967 THRIFT STORE SALES 459510 42400439 42400439 GOVERNMENT CONTRACTS 624310 4629445 4629445 MRDD SERVICES 624100 4606976 4606976 VOCATIONAL REHABILITATION 624310 2380164 2380164 WORKSHOP SERVICES 624310 1681680 1681680 1958544 1958544 57657248 540346 540346 266821 56264 247346 2476 19475 53788 73263 53788 19475 3338525 2418825 919700 919700 MISCELLANEOUS REVENUE 900099 103321 103321 DISCOUNTS TAKEN 900099 25285 25285 128606 108362130 15439203 0 43879960 333958 333958 1902316 848777 1053539 33709475 30645414 2841510 222551 172995 121148 46268 5579 2547490 2162415 369632 15443 3010387 2723243 269976 17168 92134 92134 99920 99920 3397577 2990254 392013 15310 451762 392375 22473 36914 2214680 2103136 104786 6758 7982072 7313411 666848 1813 42351 23252 12051 7048 313860 322768 -10323 1415 3783666 3447963 334937 766 DONATION OF NONFINANCIA 42434721 42434721 TRANSPORTATION 2165369 2049956 115068 345 EQUIPMENT MAINTENANCE A 1656428 908549 718648 29231 MEMBERSHIP DUES 500777 157865 341262 1650 154039 115196 25230 13613 106965977 99094401 7495972 375604 1292433 1390634 148352 196141 2119754 2487440 5660000 5660000 2864060 2943067 920829 1371375 95079553 38212482 56811414 56867071 24801362 27805510 125821 120466 9018883 10059257 103762908 108900961 5783737 6224914 137738 468476 12814096 12048936 703653 619488 8662284 9992716 28101508 29354530 X 74028400 77919431 1633000 1627000 75661400 79546431 103762908 108900961 1396153 2488878 0 X X 0 1 X 1 1 1 X 15286538 42514967 43812751 47842342 49042967 198499565 15286538 42514967 43812751 47842342 49042967 198499565 198499565 88184 210809 230256 402522 540346 1472117 6654839 1189664 1091348 961953 1121569 11019373 210991055 246617824 0.94080 0.92630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 13292 13292 0 PART II-B, LINE 1: ACTIVITIES INCLUDE LOBBYIST FEES ASSOCIATED WITH RADIO READING SERVICE AND CREATING AN EXCEL CENTER IN OHIO. 18731799 2509650 712346 16762 20512341 16799933 2664301 715278 17157 18731799 16074345 3000000 -2250470 11248 12694 16799933 9852983 4250000 1991854 9982 10510 16074345 9257903 1014854 409298 10476 9852983 0.96300 0.03700 1 0 15321497 15321497 48716625 16042853 32673772 3909382 1986358 1923024 26210322 20183271 6027051 921727 921727 56867071 EQUITY MUTUAL FUNDS 15781386 F FIXED INCOME CD'S 6157768 F FIXED INCOME MUTUAL FUNDS 2754158 F CASH EQUIVALENTS 1169110 C MARKET EQUITY SECURITIES 284385 F FIXED INCOME CORPORATE BONDS 1352193 F FIXED INCOME AGENCY SECURITIES 306510 F 27805510 ROU ASSETS - OPERATING LEASE 9544581 DEPOSITS 22149 INTEREST RATE SWAP AGREEMENTS 492527 10059257 LEASE LIABILITY 9742107 DUE TO AFFILIATE 250609 9992716 PART V, LINE 4: THE AGENCY USES A PORTION OF THE ENDOWMENT FUND APPRECIATION TO FUND NEEDY SOCIAL PROGRAMS THAT MAY NOT HAVE A FUNDING SOURCE. THESE FUNDS PROVIDE A NET ASSET BASE WHICH ENHANCES THE CREDIT WORTHINESS OF THE AGENCY. THE ENDOWMENT FUND ALSO PROVIDES STABILITY TO THE AGENCY IN THE EVENT OF ECONOMIC DOWNTURN. 0 CAR SAFETY SEAT PROGRAM 289 22253 BOOK VALUE CAR SEATS TRANSPORTATION ASSISTANCE 81 6075 BOOK VALUE TOKENS & PASSES LOW VISION AIDS 164 32061 BOOK VALUE VISION AIDS CASE MANAGEMENT AND SUPPORTIVE SERVICES 3924 273569 BOOK VALUE TRANSPORTATION, EDUCATIONAL, OCCUPANCY AND OTHER SCHEDULE I, PART III GRANTS AND ASSISTANCE THE AGENCY DETERMINES NEED AND TRAINS RECIPIENTS IN THE USE OF CAR SAFETY SEATS PROVIDED TO CHILDREN. THE TRANSPORTATION ASSISTANCE IS PROVIDED AS NEEDED. VISION AIDS ARE PROVIDED TO NEEDY INDIVIDUALS WHO HAVE A PERSONAL CRISIS OR A SPECIFIC NEED RELATED TO EMPLOYMENT. THE AGENCY CONTRACTS TO PERFORM RENTAL ASSISTANCE, CASE MANAGEMENT AND BEHAVIORAL HEALTH SERVICES TO WHICH ALLOWABLE TRANSPORTATION, OCCUPANCY AND OTHER ASSISTANCE IS PROVIDED. X X X 0 0 0 1 0 0 0 0 0 LANCE DETRICK PRESIDENT 338362 0 63890 0 0 0 11774 0 25888 0 439914 0 0 0 MATTHEW ARNTZ VICE PRESIDENT OF RETAIL 200335 0 25534 0 0 0 6637 0 9341 0 241847 0 0 0 GRAIG TUSCHONG VICE PRESIDENT, CFO 170577 0 13232 0 0 0 5504 0 2538 0 191851 0 0 0 JENNIFER L BONIFAS VICE PRESIDENT, CHIEF MISSION OFFIC 162381 0 16375 0 0 0 3052 0 2102 0 183910 0 0 0 STEVE COUTURIER DIRECTOR, INFORMATION TECH 130920 0 11285 0 0 0 4424 0 15430 0 162059 0 0 0 GLENN KLAVA VICE PRESIDENT OF BUSINESS SERVICES 137211 0 8627 0 0 0 4362 0 7059 0 157259 0 0 0 PART I, LINE 5 CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII SECTION A LINE 1A ARE ELIGIBLE TO RECEIVE A BONUS, IN PART, THAT IS DEPENDENT ON REVENUES. THE REASON FOR THIS IS THAT OUR AGENCY IS COMPRISED OF RETAIL THRIFT STORES, BUSINESS SERVICES AND PROGRAM SERVICES AND AS PART OF OUR MISSION TO EMPOWER PEOPLE WITH DISABILITIES AND OTHER DISADVANTAGES TO ACHIEVE INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE, WE EMPLOY INDIVIDUALS WHO ARE ECONOMICALLY DISADVANTAGED AND APPROXIMATELY 50% OF OUR EMPLOYEES HAVE A DISABILITY. ONE WAY TO INCREASE THE NUMBER OF PERSONS SERVED, AND THEREFORE OUR MISSION, IS TO PROVIDE INCENTIVES THAT WILL SERVE TO INCREASE THE NUMBER OF RETAIL THRIFT STORES AND RETAIL THRIFT STORE OPERATIONS, THE NUMBER AND SIZE OF OUR PROGRAMS THAT SERVE THESE INDIVIDUALS AND THE NUMBER AND SIZE OF THE CONTRACTS IN BUSINESS SERVICES WHICH ALL EMPLOY INDIVIDUALS WITH A DISABILITY. A DAYTON-MONTGOMERY COUNTY PORT AUTHORITY - PNC 2015-12-10 10200000 TAX EXEMPT BONDS 2015 - CONSTRUCTION 0 0 0 B CLERK OF THE BOARD OF COUNTY COMMISSIONERS OF THE COUNTY OF MONTGOMERY OH 2022-09-30 6450000 ACQUISITION, CONSTRUCTION, AND EQUIPPING OF THRIFT STORES/DONATION SITES 0 0 0 A 10200000 141539 10058461 2015 1 0 1 1 B 6450000 129000 6321000 2022 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 1 PNC BANK 8.000000000000 0 0 0 0 0 B 0 0 0 0 1 1 PNC BANK 7.000000000000 0 0 0 0 0 A 0 B 0 X RESALE VALUE X 42434721 RESALE VALUE X 307 RESALE VALUE X 10 RESALE VALUE 0 1 0 PART I, LINE 33: THE AGENCY EMPLOYS PERSONS WITH DISABILITIES TO WORK IN THEIR RETAIL THRIFT STORES. THE STORE REVENUES, WHICH INCLUDES THE RESALE OF DONATED ITEMS, ARE REPORTED UNDER PROGRAM SERVICE REVENUE ON PAGE 9 OF THE FORM 990 AS THE AGENCY CONSIDERS THE PROGRAMS AND SERVICES PROVIDED IN THE RETAIL THRIFT STORES AN IMPORTANT ELEMENT OF ITS MISSION SERVICES AND AN INTEGRAL PART OF ITS EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED BY THE OUTSIDE AUDITORS FROM THE AUDITED TRIAL BALANCE AND OTHER SUPPLEMENTAL SCHEDULES PREPARED BY INTERNAL FINANCE STAFF. THE CFO AND DIRECTOR OF ACCOUNTING REVIEW THE DRAFT 990 AND REVISE AND REWRITE AS NECESSARY. MANAGER AND PARTNER REVIEW FROM THE OUTSIDE AUDITORS WILL RESULT IN QUESTIONS AND OR REVISIONS. THE ADVANCE DRAFT IS REVIEWED BY THE CFO AND THE PRESIDENT. ANY NECESSARY MODIFICATIONS ARE MADE TO THE 990. THE FINAL DRAFT FROM THE AUDITORS WHICH HAS BEEN REVIEWED EXTENSIVELY BY SENIOR MANAGEMENT AS MENTIONED ABOVE IS THEN SENT TO THE MEMBERS OF THE AUDIT COMMITTEE. ANY QUESTIONS ARE RESPONDED TO AND ANY NECESSARY MODIFICATIONS ARE MADE. THE AUDIT COMMITTEE, UPON BEING SATISFIED BY THEIR REVIEW, RECOMMENDS THAT THE 990 CAN BE FILED. A COPY OF THE 990 IS PROVIDED TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THESE QUESTIONNAIRES ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND THE COMMITTEE WOULD RECOMMEND ANY ACTION THAT MIGHT BE NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL DISQUALIFIED INDIVIDUALS OF THE ORGANIZATION, WHICH IN 2024 CONSISTED OF LANCE DETRICK, GRAIG TUSCHONG, MATTHEW ARNTZ, GLENN KLAVA, AND JENNIFER BONIFAS HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABLE DATA FOR BASE COMPENSATION, BONUS AND FRINGE BENEFITS IS DEVELOPED BY MERCER CONSULTING AND MADE AVAILABLE TO THE BOARD. THE BOARD USES THIS DATA TO SET THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT SETS THE COMPENSATION OF THE VICE PRESIDENTS AND THE CFO, WITH LIMITS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE WILL ALWAYS ASK IF ANY MEMBERS HAVE A CONFLICT OF INTEREST WITH RESPECT TO APPROVING THE COMPENSATION OF THE DISQUALIFIED INDIVIDUALS. IF SO, THEY DO NOT VOTE. THE RESULTS OF THE REVIEW AND THE VOTING ARE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH THE 990 IS AVAILABLE TO THE PUBLIC, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC ALTHOUGH SUMMARIZED FINANCIAL INFORMATION PREPARED FROM THE AUDITED FINANCIALS IS MADE AVAILABLE IN THE ANNUAL REPORT. PART XII LINE 2C THE PROCESS HAS NOT CHANGED. RESOURCE SOLUTIONS LLC 660 S MAIN ST DAYTON OH 45402 020627284 EMPLOYS PERSONS WITH DISABILITIES, BUSINESS FULFILLMENT OH 145898 3706817 GOODWILL EASTER SEALS MIAMI VALLEY GOODWILL EMPLOYEE LEASING LLC 660 S MAIN ST DAYTON OH 45402 EMPLOYEE LEASING OH 0 0 GOODWILL EASTER SEALS MIAMI VALLEY SUNRISE CENTER FOR ADULTS INC 660 S MAIN ST DAYTON OH 45402 311316371 ADULT DAY CARE FOR THE ELDERLY OR IMPAIRED OH 501(C)(3) 170(B)(1) (A)(IV) GOODWILL EASTER SEALS MIAMI VALLEY 0 FOCUSED YOUTH INCORPORATED 660 S MAIN ST DAYTON OH 45402 680648599 PROVIDE WORK EXPERIENCE FOR YOUTH OH 501(C)(3) 170(B)(1) (A)(IV) GOODWILL EASTER SEALS MIAMI VALLEY 0 GESMV WEST CAMPUS CENTER 660 S MAIN ST DAYTON OH 45402 874169794 SUPPORTING ORGANIZATION TO FURTHER THE PURPOSE OF GESMV OH 501(C)(3) 170(B)(1) (A)(IV) GOODWILL EASTER SEALS MIAMI VALLEY 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 GESMV WEST CAMPUS CENTER K 429918 CASH GESMV WEST CAMPUS CENTER D 134708 CASH