2025-05-21T07:28:24-05:00 2024-09-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-10-01 471694921 Goodwill-Easter Seals Foundation Inc GOOD 6513795904 553 Fairview Ave N St Paul MN 55104 Michael Wirth-Davis President and CEO 6513795904 2025-05-19 1 1 Deb Nelson CPA P01264758 6122536500 2025-05-19 2023 2025-03-06 01:10:19Z Michael Wirth-Davis 553 Fairview Ave N St Paul MN 55104 1601443 0 X www.goodwilleasterseals.org X 2014 MN To support Goodwill-Easter Seals Minnesota's mission to eliminate barriers to work and independence. 12 12 0 11 0 0 652812 996077 0 0 405958 579566 -73109 -70494 985661 1505149 919346 1406355 0 0 497106 550116 76189 83820 449431 143862 147769 1636503 2188060 -650842 -682911 8649359 10930364 1457925 2778201 7191434 8152163 To support Goodwill-Easter Seals Minnesota's mission to eliminate barriers to work and independence. 0 0 1406355 1406355 Goodwill-Easter Seals Foundation (the "Foundation") is organized for the exclusive support of the services, programs and other initiatives of Goodwill-Easter Seals Minnesota ("GESM"). The Mission of the Foundation is to support GESM's mission to eliminate barriers to work and independence. Its vision is "Using the power of generosity to build a world where everyone experiences the power of work." 1406355 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 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 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN WI X Jeff Uecker 6513795800 553 Fairview Avenue North St Paul MN 55104 Michael Wirth-Davis DPA President and CEO 1.00 50.00 X 0 694793 38074 Jeffery Uecker CPA Chief Financial Officer 1.00 50.00 X 0 318333 43315 Mary S Jones Chief Philanthropy Officer 40.00 1.00 X 0 299159 15082 Deborah Galka MBA Chair (thru Feb 2024) 1.00 3.00 X X 0 0 0 Lauren Beecham Henry Chair 1.00 0.00 X X 0 0 0 Sita Morantz Vice Chair 1.00 3.00 X X 0 0 0 John Schonberg Treasurer 1.00 0.00 X X 0 0 0 Texas Hemmaplardh MBA CFA Secretary 1.00 0.00 X X 0 0 0 Adam Freeman Director 1.00 0.00 X 0 0 0 Chris Grimm Director 1.00 0.00 X 0 0 0 Rachel Lockett Director (thru Feb 2024) 1.00 3.00 X 0 0 0 Morgan Truscott Director 1.00 3.00 X 0 0 0 Kortney Cartwright Director 1.00 3.00 X 0 0 0 Mike Finger Director 1.00 3.00 X 0 0 0 Gina Fox Director 1.00 0.00 X 0 0 0 Marcella de la Torre EdD Director 1.00 3.00 X 0 0 0 John Bergstrom MBA Director 1.00 0.00 X 0 0 0 0 1312285 96471 0 0 1 0 0 205319 790758 10807 996077 213476 213476 366090 0 366090 366090 366090 25800 205319 96294 -70494 -70494 1505149 0 0 509072 X 1406355 1406355 319634 63927 255707 230482 196972 33510 9957 9957 83820 83820 42071 42071 5249 5249 37934 37934 13147 4419 8728 15645 9387 6258 9235 5541 3694 516 516 Hospitality 2718 2718 11297 11297 2188060 1406355 332274 449431 3136 13892 250346 69604 8395877 10846868 8649359 10930364 1457925 2778201 1457925 2778201 X 5997133 7438634 1194301 713529 7191434 8152163 8649359 10930364 -682911 1643640 0 X 0 1 X 1 0 X X X 1 Goodwill-Easter Seals Minnesota 410706171 7 1 1406355 0 1 1406355 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5997133 0 2181135 739634 7438634 5810445 290747 847728 951787 5997133 7525884 296284 -1262653 749070 5810445 6540935 206716 1437432 659199 7525884 6319528 174278 585091 537962 6540935 1.00000 0.00000 0.00000 0 0 0 X 2062256 1643640 361893 -1406355 599178 1463078 42071 42071 1505149 1101527 361893 361893 739634 42071 1406355 1448426 2188060 Part V, Line 4: The Board of Directors chooses to designate bequests and any gifts directed to the Foundation to the board designated (quasi endowment) fund for long term purposes. Funds given for operating purposes and gifts that are a result of the annual campaign are granted to the parent organization in the year received. The purpose is to hold long term investments to support Goodwill-Easter Seals Minnesota's future endeavors. Annual disbursements of endowment fund earnings will not begin until the fund has reached a total market value of $10,000,000 and has maintained that average value over a period of two consecutive calendar quarters. To date, no disbursements from the endowment have been approved. Part X, Line 2: The Foundation believes it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, do not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Transfer to Goodwill-Easter Seals Minnesota -1,406,355. Part XII, Line 4b - Other Adjustments: Transfer to Goodwill-Easter Seals Minnesota 1,406,355. X X X X X 1 Gretchen Piper Consulting LLC 463 Highcroft Road Wayzata MN 55391 Power of Work/Event and Campaign 0 397868 54189 343679 Neuger Communications Group 25 Bridge Sq Northfield MN 55057 Consulting 0 0 29601 0 397868 83790 343679 MN WI Power of Work 231119 205319 25800 0 0 10218 40874 4200 41002 231119 205319 25800 10218 40874 4200 41002 96294 -70494 1 Goodwill-Easter Seals Minnesota 553 Fairview Ave N St Paul MN 55104 410706171 501(c)(3) 1406355 0 General Support 1 0 Part I, Line 2: The organization only makes grants to its supported organization, Goodwill-Easter Seals Minnesota. Due to the close working relationship between the organizations the Foundation is able to ensure funds are used for intended charitable purposes. 0 0 0 0 0 0 0 0 0 Michael Wirth-Davis DPA President and CEO 0 400519 0 294274 0 0 0 23474 0 24574 0 742841 0 0 Jeffery Uecker CPA Chief Financial Officer 0 242471 0 75862 0 0 0 14073 0 32200 0 364606 0 0 Mary S Jones Chief Philanthropy Officer 0 238599 0 60560 0 0 0 11696 0 6231 0 317086 0 0 Part I, Line 3: The Foundation relied on a related organization that used one or more of these methods to establish compensation. Part II: Goodwill-Easter Seals Foundation did not pay the compensation on the previous page. Compensation is paid to them by Goodwill-Easter Seals, a related organization for employee services provided by them to Goodwill-Easter Seals. They are not compensated for services provided to Goodwill-Easter Seals Foundation. Form 990, Part VI, Section A, line 1a The Executive Committee has authority to act on behalf of the Board. The Executive Committee consists of the Chair and other Directors from the board. Form 990, Part VI, Section A, line 2 The President is employed by Goodwill-Easter Seals Minnesota (G-ESM), a related tax-exempt organization. Rachel Lockett, Deborah Galka MBA, Sita Morantz, Morgan Truscott, Marcella de la Torre, Mary Jones, Jeffrey Uecker, Kortney Cartwright and Mike Finger are members and/or officers of the Foundation Board of Directors and are also members and/or officers of the G-ESM Board of Directors. Therefore, a business relationship exists between these individuals. Form 990, Part VI, Section A, line 7a The Foundation is operated, supervised and controlled by Goodwill-Easter Seals Minnesota ("G-ESM"). G-ESM has authority to elect the Foundation's board of directors. Form 990, Part VI, Section B, line 11b The completed Form 990 and attachments are reviewed and approved by the Audit Committee of G-ESM before recommending them for approval to the full Foundation board. The Foundation board of directors reviews and approves the Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Foundation complies with Section 317A.255 of the MN Nonprofit Corporations Act. All board members, officers, staff and immediate family members are covered under the policy. Potential conflicts should be disclosed to the board. If a director is deemed to have a conflict, they are restricted from voting or using their personal influence on the matter. Form 990, Part VI, Section B, line 15 Compensation for the President and other officers is paid by Goodwill-Easter Seals Minnesota ("G-ESM"), a related organization. G-ESM has a process in place for determining the compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, Lines 5 and 7: The Foundation compensation includes employees who work directly for the Organization. Their compensation is paid by a related parent organization, Goodwill-Easter Seals Minnesota, and reimbursed by the Foundation. Goodwill-Easter Seals Minnesota 553 Fairview Ave N St Paul MN 55104 410706171 Eliminate barriers to work and independence MN 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0