2025-04-30T07:58:13-05:00 2023-12-31 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2023-01-01 590637858 GOODWILL INDUSTRIES OF NORTH FLORIDAINC GOOD 9043841361 5150 TIMUQUANA ROAD 15 JACKSONVILLE FL 32210 DAVID REY CEO 9043841361 2025-04-25 1 0 ROBERT T LOVERICH P00218080 9043965831 2025-04-25 2023 2025-03-06 01:10:19Z X DAVID REY 5150 TIMUQUANA ROAD 15 JACKSONVILLE FL 32210 77036555 0 X WWW.GOODWILLNORTHFL.ORG X 1940 FL GOODWILL INDUSTRIES OF NORTH FLORIDA IS A LOCAL, NOT-FOR-PROFIT THAT REMOVES BARRIERS TO EMPLOYMENT THROUGH TRAINING, EDUCATION AND CAREER OPPORTUNITIES FOR THE COMMUNITIES WE SERVE. OUR VISION IS A COMMUNITY WHERE EVERY PERSON FINDS MEANINGFUL EMPLOYMENT AND ENJOYS LIFE-LONG OPPORTUNITIES. 20 20 3443 20 -176852 0 2767143 4425638 5802979 4672160 151149 959481 36912020 41127746 45633291 51185025 0 0 0 0 23862524 26440625 0 0 174293 19154000 21309146 43016524 47749771 2616767 3435254 99483295 113602794 65463162 75403103 34020133 38199691 X GOODWILL INDUSTRIES OF NORTH FLORIDA IS A LOCAL, NOT-FOR-PROFIT THAT REMOVES BARRIERS TO EMPLOYMENT THROUGH TRAINING, EDUCATION AND CAREER OPPORTUNITIES FOR THE COMMUNITIES WE SERVE. OUR VISION IS A COMMUNITY WHERE EVERY PERSON FINDS MEANINGFUL EMPLOYMENT AND ENJOYS LIFE-LONG OPPORTUNITIES. 0 0 43017206 46054793 SEE SCHEDULE O 43017206 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 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 51 0 1 3443 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X NICK BUSCEMI 9043841361 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 NATHANIEL FORD SR CHAIRPERSON 1.00 X X 0 0 0 AUNDRA WALLACE 1ST VICE CHAIR 1.00 X X 0 0 0 KEVIN HYDE 2ND VICE CHAIR 1.00 X X 0 0 0 SCOTT MATTSON TREASURER 1.00 X X 0 0 0 CINDY STOVER 2ND TREASURER 1.00 X X 0 0 0 SHANTEL DAVIS SECRETARY 1.00 X X 0 0 0 JIM GILMORE BOARD MEMBER 1.00 X 0 0 0 TERRI COPE-WALTON BOARD MEMBER 1.00 X 0 0 0 PATRICK D COLEMAN BOARD MEMBER 1.00 X 0 0 0 ANDY DAHIYA BOARD MEMBER 1.00 X 0 0 0 GUY MARVIN BOARD MEMBER 1.00 X 0 0 0 JEANNE M MILLER BOARD MEMBER 1.00 X 0 0 0 DR JOHN AVENDANO BOARD MEMBER 1.00 X 0 0 0 RANDOLPH MOORER BOARD MEMBER 1.00 X 0 0 0 ORVILLE DOTHAGE BOARD MEMBER 1.00 X 0 0 0 ISABELLE RENAULT BOARD MEMBER 1.00 X 0 0 0 EDWARD BROWNLEE BOARD MEMBER 1.00 X 0 0 0 KERRI STEWART BOARD MEMBER 1.00 X 0 0 0 JOHN MURRAY BOARD MEMBER 1.00 X 0 0 0 LESLIE WICKES BOARD MEMBER 1.00 X 0 0 0 DAVID REY CHIEF EXECUTIVE OFFICER 40.00 2.00 X 395539 0 33941 KAREN PHILLIPS CHIEF REAL ESTATE OFFICER 40.00 X 197769 0 15998 NAOMI JACKSON CHIEF FINANCIAL OFFICER 40.00 X 191358 0 10385 LISA SMITH CHIEF PEOPLE OFFICER 40.00 X 170622 0 17173 LINDA WOODARD CHIEF MISSION OFFICER 40.00 X 35417 0 1222 RACHAEL MUELLER CHIEF FUND DEVELOPMENT OFFICER 40.00 X 160240 0 3571 NICK BUSCEMI VP FINANCE 40.00 2.00 X 147283 0 13377 JESSICA VENEMAN CLOUD VP OF RETAIL 40.00 X 146053 0 8921 KEN JOHNSON VP OF DGR OPERATIONS 40.00 X 112879 0 12973 DANE MCGRAW VP OF NEW MISSION VENTURES 40.00 X 111495 0 5849 MICHELLE CLOWE VP OF MISSION PROGRAMS 40.00 X 112263 0 11440 1780918 0 134850 12 0 1 0 ECO AIR HEATING & COOLING LLC 172 PRINCE PHILLIP DR ST AUGUSTINE FL 32092 HVAC REPAIR SERVICES 102184 1 3401881 1023757 125000 4425638 SERVICE CONTRACTS 561300 4672160 4672160 4672160 457349 457349 344347 599234 -254887 -254887 -176852 -78035 6782199 2071853 7330308 1021612 -548109 1050241 502132 502132 58235201 16900376 41334825 41334825 MISCELLANEOUS 900099 47808 47808 47808 51185025 46054793 -176852 881446 1233236 414217 819019 22508799 21404823 1103976 110762 110762 759135 714068 45067 1828693 1638261 190432 41808 41808 48350 48350 975971 517633 458338 855316 703070 152246 2309933 1974466 335467 9481861 8837122 644739 1747096 1668448 78648 2719447 2446559 272888 676842 600748 76094 BANK CHARGES AND CREDIT 958336 912681 45655 ASTEP/OTHER SUPPORT 836476 829778 6698 EQUIPMENT RENTALS 292053 207191 84862 MEMBERSHIP DUES 240165 30838 35034 174293 125492 6541 118951 47749771 43017206 4558272 174293 7926297 18849254 1184154 1912711 85500 85500 933522 1058522 167929 344014 75512501 30244607 37484557 45267894 6591355 0 45109981 46084899 99483295 113602794 3076306 2704020 229416 263905 9797328 18808271 52360112 53626907 65463162 75403103 X 33047128 37302879 973005 896812 34020133 38199691 99483295 113602794 3435254 744304 0 X 0 1 X 1 0 X 864011 1880470 11900682 2767143 4425638 21837944 864011 1880470 11900682 2767143 4425638 21837944 21837944 15077 12358 164913 136343 419155 747846 30014 30014 45320 31923 46656 64568 47808 236275 22852079 148057451 0.95560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11890002 1471838 85873 13275967 13460751 -1521121 49628 11890002 11949368 1552284 40901 13460751 11022752 1184283 227181 30487 11949367 9879865 1326690 147697 36106 11022752 1.00000 0 1 1 13002398 13002398 38820783 18782873 20037910 23689320 11461734 12227586 45267894 RIGHT OF USE ASSETS 45455011 DEPOSITS 396389 OTHER ASSETS 233499 46084899 LOAN FROM GOODWILL ENDOWMENT 1972761 DUE TO GINFL SERVICES, INC 4135818 STATE SALES TAX PAYABLE 224223 OPERATING LEASE LIABILITY 47294105 53626907 X PART V, LINE 4: ENDOWMENT FUNDS HELD BY GOODWILL ENDOWMENT, INC. ARE USED TO SUPPORT GOODWILL INDUSTRIES OF NORTH FLORIDA, INC., ITS SUPPORTED ORGANIZATION. PART X, LINE 2: GOODWILL INDUSTRIES OF NORTH FLORIDA, INC., GINFL SERVICES, INC. AND GOODWILL ENDOWMENT, INC., ARE PRIVATE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE ORGANIZATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS TAKEN. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. WITH FEW EXCEPTIONS, AT DECEMBER 31, 2023, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. FOR THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR ANY UNRECOGNIZED TAXES. THE ORGANIZATION HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. X X X X 0 0 0 1 0 1 0 0 0 DAVID REY CHIEF EXECUTIVE OFFICER 313375 0 70244 0 11920 0 11250 0 22691 0 429480 0 0 0 KAREN PHILLIPS CHIEF REAL ESTATE OFFICER 159604 0 29821 0 8344 0 8067 0 7931 0 213767 0 0 0 NAOMI JACKSON CHIEF FINANCIAL OFFICER 151158 0 36040 0 4160 0 4104 0 6281 0 201743 0 0 0 LISA SMITH CHIEF PEOPLE OFFICER 138674 0 26756 0 5192 0 7142 0 10031 0 187795 0 0 0 RACHAEL MUELLER CHIEF FUND DEVELOPMENT OFFICER 140000 0 13480 0 6760 0 2540 0 1031 0 163811 0 0 0 NICK BUSCEMI VP FINANCE 121643 0 23960 0 1680 0 7038 0 6339 0 160660 0 0 0 JESSICA VENEMAN CLOUD VP OF RETAIL 106954 0 32250 0 6849 0 1500 0 7421 0 154974 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, IN A CLOSED SESSION, REVIEWS THE COMPENSATION FOR THE CEO. THEY INCORPORATE INFORMATION FROM RECENT STUDIES FOR GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. BY THE MERCER CONSULTING FIRM IN THIS REVIEW. THE STUDIES INCLUDE ANALYSIS OF SIMILAR POSITIONS IN OTHER GOODWILL ORGANIZATIONS AND OTHER NON-PROFITS WITHIN THE REGION. PART I, LINE 5 BONUSES ARE BASED ON GOALS ESTABLISHED BY THE BOARD OF DIRECTORS AND ARE DETERMINED THE PREVIOUS YEAR. BONUSES WERE BASED ON ACHIEVING NET EARNINGS, REVENUE AND CLIENT SERVED SPECIFIC METRICS. PART I, LINE 6 BONUSES ARE BASED ON GOALS ESTABLISHED BY THE BOARD OF DIRECTORS AND ARE DETERMINED THE PREVIOUS YEAR. BONUSES WERE BASED ON ACHIEVING NET EARNINGS, REVENUE AND CLIENT SERVED SPECIFIC METRICS. RACHAEL REY FAMILY MEMBER OF CEO 21900 REPORTABLE COMPENSATION 0 X OTHER INVENTORY 1 125000 FMV 0 0 0 0 FORM 990, PART III, LINE 4A, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: GOODWILL INDUSTRIES OF NORTH FLORIDA IS A LOCAL, NOT-FOR-PROFIT THAT REMOVES BARRIERS TO EMPLOYMENT THROUGH TRAINING, EDUCATION AND CAREER OPPORTUNITIES FOR THE COMMUNITIES WE SERVE. OUR VISION IS A COMMUNITY WHERE EVERY PERSON FINDS MEANINGFUL EMPLOYMENT AND ENJOYS LIFE-LONG OPPORTUNITIES. A NOT-FOR-PROFIT FLORIDA ORGANIZATION LOCATED IN JACKSONVILLE, GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. IS AFFILIATED WITH GOODWILL INDUSTRIES INTERNATIONAL, THE LARGEST PRIVATE PROVIDER OF TRAINING AND EMPLOYMENT SERVICES IN THE UNITED STATES. IN 2023, FIVE GOODCAREER CENTERS AND EXTENSIVE MISSION SERVICE PROGRAMS THROUGHOUT THE COMMUNITY ENABLED GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. TO PROVIDE OVER 38,000 SERVICES TO MEMBERS OF THE COMMUNITY, WHICH RESULTED IN FULFILLMENT OF MORE THAN 3,100 OPEN EMPLOYMENT POSITIONS, AGAIN RANKING GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. IN THE TOP TIER AMONG GOODWILL'S NATIONWIDE. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. CONTINUES TO EXPAND EFFORTS TO SERVE MORE MEMBERS OF THE COMMUNITY AND ELIMINATE BARRIERS. IN 2023, THE MAYOR'S YOUTH AT WORK PARTNERSHIP, AN INAUGURAL PROGRAM FUNDED BY A GRANT FROM THE CITY OF JACKSONVILLE'S KIDS HOPE ALLIANCE HAD MORE THAN 150 STUDENTS IN THE FIRST SUMMER SESSION, WHICH CONTINUED AND EXPANDED ENROLLMENT IN THE FALL AND SPRING WITH MORE THAN 30 PARTNER BUSINESSES AND ORGANIZATIONS PROVIDING INTERNSHIPS AND WORK OPPORTUNITIES. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. GENERATES FUNDING PRIMARILY THROUGH A NETWORK OF 19 RETAIL STORES, A SECONDARY MARKET LOCATION, AND ONLINE SALES THAT CONVERT DONATIONS OF GENTLY USED CLOTHING, FURNITURE, HOUSEHOLD GOODS AND OTHER ITEMS INTO REVENUE. IN ADDITION TO STORES AND GOODCAREER CENTERS, GOODWILL INDUSTRIES OF NORTH FLORIDA, INC.'S OPERATIONS INCLUDE LANDSCAPING, RECRUITING/STAFFING, AND FOOD SERVICE AT TWO U.S. MILITARY BASES IN THE JACKSONVILLE, FLORIDA AREA. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. ALSO PARTNERS WITH THE STATE OF FLORIDA'S TAKE STOCK IN CHILDREN PROGRAM AS THE OPERATING ORGANIZATION FOR THE PROGRAM IN BOTH DUVAL AND PUTNAM COUNTIES IMPROVING GRADUATION RATES FOR HIGH SCHOOL STUDENTS, WHILE PROVIDING A PREPAID COLLEGE SCHOLARSHIP. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. ALSO OFFERS ADULTS EDUCATION AND JOB ADVANCEMENT OPPORTUNITIES VIA ACADEMIC SUPPORT THROUGH THE EMPLOYMENT PROCESS (A-STEP). THE A-STEP PROGRAM AIMS TO PROVIDE WORKING ADULTS IN NORTH FLORIDA ACCESS TO HIGHER EDUCATION IN ORDER TO ELEVATE EARNING POTENTIAL AND JOB SECURITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS PREPARED BY SMOAK, DAVIS & NIXON, LLP, AN INDEPENDENT ACCOUNTING FIRM, AND REVIEWED BY GOODWILL INDUSTRIES OF NORTH FLORIDA, INC.'S VP OF FINANCE AND CEO. THE FORM WAS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS CHAIRPERSON AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. HAS A CORPORATE COMPLIANCE POLICY THAT CONTAINS ETHICS STATEMENTS AS WELL AS A CONFLICT OF INTEREST POLICY. THE CEO FREQUENTLY REMINDS THE BOARD MEMBERS OF THIS POLICY WHEN A MOTION OR ISSUE IS RAISED THAT CONTAINS POSSIBLE CONFLICTS. ANY SPECIFIC BOARD MEMBER INVOLVED IS ADVISED ABOUT THE POLICY AND THAT HE OR SHE WILL NEED TO ABSTAIN FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF GOODWILL INDUSTRIES OF NORTH FLORIDA, INC., IN A CLOSED SESSION, REVIEWS THE COMPENSATION FOR THE CEO. THEY INCORPORATE INFORMATION FROM RECENT STUDIES FOR GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. BY THE MERCER CONSULTING FIRM IN THE REVIEW. THE STUDIES INCLUDE ANALYSIS OF SIMILAR POSITIONS IN OTHER GOODWILL ORGANIZATIONS AND OTHER NON-PROFITS WITHIN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. YULEE JUNCTION LLC 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 COMMERCIAL RENTAL PROPERTY FL 515542 4166251 GOODWILL INDUSTRIES OF NORTH FLORIDA INC GW TIMUQUANA LLC 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 COMMERCIAL RENTAL PROPERTY FL 107448 10457448 GOODWILL INDUSTRIES OF NORTH FLORIDA INC GOODWILL ENDOWMENT INC 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 593387329 SUPPORTING FL 501(C)(3) LINE 12A, I GOODWILL INDUSTRIES OF NORTH FLORIDA INC 1 GINFL SERVICES INC 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 593570001 TRANSITION FL 501(C)(3) LINE 10 GOODWILL INDUSTRIES OF NORTH FLORIDA INC 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 GINFL SERVICES INC E 4135818 ACTUAL COST GOODWILL ENDOWMENT INC E 1972753 ACTUAL COST