2025-11-14T12:46:29-06:00 2024-12-31 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2024-01-01 590637858 GOODWILL INDUSTRIES OF NORTH FLORIDAINC GOOD 9043841361 5150 TIMUQUANA ROAD 15 JACKSONVILLE FL 32210 DAVID REY CEO 9043841361 2025-11-14 1 0 ROBERT T LOVERICH P00218080 9043965831 2025-11-14 2024 2025-03-06 01:10:19Z DAVID REY 5150 TIMUQUANA ROAD 15 JACKSONVILLE FL 32210 75648006 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. 15 15 3201 15 -310817 0 4425638 6116014 4672160 4263791 959481 587879 41127746 44845125 51185025 55812809 0 0 0 0 26440625 29995357 0 0 0 21309146 23515508 47749771 53510865 3435254 2301944 113602794 116698126 75403103 76196491 38199691 40501635 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 47856583 49625988 SEE SCHEDULE O 47856583 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 48 0 1 3201 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 AUNDRA WALLACE CHAIRPERSON 1.00 X X 0 0 0 LESLIE WICKES 1ST VICE CHAIR 1.00 X X 0 0 0 SCOTT MATTSON TREASURER 1.00 X X 0 0 0 LEON KALLY 2ND TREASURER 1.00 X X 0 0 0 SHANTEL DAVIS SECRETARY 1.00 1.00 X X 0 0 0 EDWARD BROWNLEE BOARD MEMBER 1.00 X 0 0 0 TERRI COPE-WALTON BOARD MEMBER 1.00 X 0 0 0 NATHANIEL FORD SR BOARD MEMBER 1.00 1.00 X 0 0 0 RANDOLPH MOORER BOARD MEMBER 1.00 X 0 0 0 DR JOHN AVENDANO BOARD MEMBER 1.00 X 0 0 0 PATRICK D COLEMAN BOARD MEMBER 1.00 1.00 X 0 0 0 ORVILLE DOTHAGE BOARD MEMBER 1.00 X 0 0 0 KIM KINSELL BOARD MEMBER 1.00 X 0 0 0 GUY MARVIN BOARD MEMBER 1.00 X 0 0 0 KERRI STEWART BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID REY CHIEF EXECUTIVE OFFICER 40.00 2.00 X 409139 0 25820 NAOMI JACKSON CHIEF OPERATING OFFICER 40.00 2.00 X 222672 0 10303 NICK BUSCEMI CHIEF FINANCIAL OFFICER 40.00 2.00 X 164297 0 14828 KAREN PHILLIPS CHIEF REAL ESTATE OFFICER 40.00 X 183814 0 15626 LISA SMITH CHIEF PEOPLE OFFICER 40.00 1.00 X 173965 0 17349 RACHAEL MUELLER CHIEF FUND DEVELOPMENT OFF 40.00 1.00 X 164497 0 9245 JESSICA VENEMAN CLOUD VP OF RETAIL 40.00 X 149178 0 8480 MICHELLE CLOWE VP OF MISSION PROGRAMS 40.00 X 118615 0 12992 ROBERT THAYER FORMER OFFICER 0.00 X 118789 0 0 1704966 0 114643 16 1 1 0 ECO AIR HEATING & COOLING LLC 172 PRINCE PHILLIP DR ST AUGUSTINE FL 32092 AC REPAIR AND INSTALLATION 163792 TOWN CENTER COMMONS LLC 1912 NIGHTFALL DRIVE NEPTUNE BEACH FL 32266 CONSTRUCTION 160000 2 31390 4528015 1556609 197531 6116014 SERVICE CONTRACTS 561300 4263791 4263791 4263791 569057 569057 342245 850965 -508720 -508720 -310817 -197903 18822 0 18822 18822 18822 59371 31390 67723 -8352 -8352 64206270 18916509 45289761 45289761 MISCELLANEOUS 900099 72436 72436 72436 55812809 49625988 -310817 381624 847061 116488 730573 26107006 24760669 1346337 135776 135776 834430 774033 60397 2071084 1870154 200930 84714 84714 32150 32150 45755 45755 1199409 545280 654129 713279 522932 190347 2699446 2189796 509650 10252440 9454944 797496 1927247 1829347 97900 3137475 2720061 417414 738636 658871 79765 ASTEP/OTHER SUPPORT 1113497 1094696 18801 BANK CHARGES AND CREDIT 952994 899289 53705 EQUIPMENT RENTALS 342430 225555 116875 MEMBERSHIP DUES 195515 3627 191888 80521 9310 71211 53510865 47856583 5654282 0 18849254 11130471 1912711 2104875 85500 0 1058522 1199378 344014 571539 91582845 33597817 45267894 57985028 46084899 43706835 113602794 116698126 2704020 5989172 263905 214388 18808271 17613929 53626907 52379002 75403103 76196491 X 37302879 39516730 896812 984905 38199691 40501635 113602794 116698126 2301944 0 X 0 1 X 1 0 X 1880470 11900682 2767143 4425638 6116014 27089947 1880470 11900682 2767143 4425638 6116014 27089947 27089947 12358 164913 136343 419155 911302 1644071 30014 30014 31923 46656 64568 47808 72436 263391 29027423 147654398 0.93330 0.95560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45755 45755 0 PART II-B, LINE 1: THE ORGANIZATION USED A THIRD PARTY TO ASSIST IN SHARING THE IMPACT WE ARE MAKING ON ADULTS GOING BACK FOR ADDITIONAL EDUCATION AND CREDENTIALS THROUG OUR ASTEP PROGRAM. ADDITIONAL FUNDING FOR THIS PROGRAM WAS RECEIVED AS A DIRECT RESULT OF THESE EFFORTS. 13383976 1659499 51741 14991734 11890002 1579847 85873 13383976 13460751 -1521121 49628 11890002 11949368 1552284 40901 13460751 11022752 1184283 227181 30487 11949367 1.00000 0 1 1 12413994 12413994 50939772 21622892 29316880 28210841 11974925 16235916 18238 18238 57985028 RIGHT OF USE ASSETS 43050323 DEPOSITS 346999 OTHER ASSETS 309513 43706835 LOAN FROM GOODWILL ENDOWMENT 2576843 DUE TO GINFL SERVICES, INC 4369938 STATE SALES TAX PAYABLE 224607 OPERATING LEASE LIABILITY 45207614 52379002 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, 2024, 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, 2024, 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 2021. FOR THE YEAR ENDED DECEMBER 31, 2024, 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. GATHER FOR GOODWILL 90761 31390 59371 3309 3810 58781 1823 90761 31390 59371 3309 3810 58781 1823 67723 -8352 X X X 0 0 0 1 0 1 0 0 0 DAVID REY CHIEF EXECUTIVE OFFICER 303385 0 67788 0 37966 0 15124 0 10696 0 434959 0 0 0 NAOMI JACKSON CHIEF OPERATING OFFICER 179576 0 37836 0 5260 0 9272 0 1031 0 232975 0 0 0 KAREN PHILLIPS CHIEF REAL ESTATE OFFICER 149406 0 15383 0 19025 0 8030 0 7596 0 199440 0 0 0 LISA SMITH CHIEF PEOPLE OFFICER 130583 0 27115 0 16267 0 6756 0 10593 0 191314 0 0 0 NICK BUSCEMI CHIEF FINANCIAL OFFICER 135702 0 25915 0 2680 0 8314 0 6514 0 179125 0 0 0 RACHAEL MUELLER CHIEF FUND DEVELOPMENT OFF 144038 0 13483 0 6976 0 8214 0 1031 0 173742 0 0 0 JESSICA VENEMAN CLOUD VP OF RETAIL 114309 0 27947 0 6922 0 650 0 7830 0 157658 0 0 0 ROBERT THAYER FORMER OFFICER 0 0 0 0 118789 0 0 0 0 0 118789 0 0 0 PART I, LINE 3 THE ADMINISTRATIVE COMMITTEE OF THE BOARD OF DIRECTORS OF GOODWILL INDUSTRIES OF NORTH FLORIDA, INC., IN A CLOSED SESSION, REVIEWS THE PERFORMANCE AND COMPENSATION FOR THE CEO. THEY INCORPORATE INFORMATION FROM FROM THEIR OWN MARKET PERSPECTIVE, AND A PUBLISHED COMPENSATION ANALYSIS FROM GOODWILL INDUSTRIES INTERNATIONAL. THE STUDIES INCLUDE ANALYSIS OF SIMILAR POSITIONS IN OTHER GOODWILL ORGANIZATIONS IN THIS REGION AND ACROSS THE UNITED STATES. 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 49484 REPORTABLE COMPENSATION 0 X OTHER INVENTORY 1 110000 FMV X GENERATOR 1 67928 FMV X MEDIA 1 10905 FMV X FURNITURE 1 8698 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 2024, SIX GOODCAREERS CENTERS OPERATED BY GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. PROVIDED MORE THAN 79,000 SERVICES TO MEMBERS OF THE COMMUNITY, WHICH RESULTED IN FULFILLMENT OF MORE THAN 4,550 OPEN EMPLOYMENT POSITIONS, AGAIN RANKING GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. AS ONE OF THE TOP GOODWILL'S NATIONWIDE. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. ALSO OPERATES GOODWILL TEMPS, WHICH PROVIDES TEMPORARY STAFFING AND DIRECT HIRE SERVICES TO MEMBERS OF OUR COMMUNITY. THROUGH A COMMUNITY PARTNERSHIP, THE CORNER AT DEBS STORE WAS OPENED IN SEPTEMBER 2024. THE STORE OFFERS FRESH PRODUCE AND GROCERIES TO THE RESIDENTS OF JACKSONVILLE'S HISTORIC EASTSIDE AND SURROUNDING NEIGHBORHOODS. THE CORNER AT DEBS IS AN EXPANSION OF THE TRADITIONAL FOCUS ON EMPLOYMENT, TRAINING AND EDUCATION TO ADDRESS ONE OF THE MAJOR CHALLENGES FACING JACKSONVILLE RESIDENTS: A LACK OF ACCESS TO HEALTHY, NUTRITIOUS FOODS. GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. GENERATES FUNDING PRIMARILY THROUGH A NETWORK OF 20 RETAIL STORES, 1 OUTLET LOCATION, AND ONLINE SALES THAT CONVERT DONATIONS OF GENTLY USED CLOTHING, FURNITURE, HOUSEHOLD GOODS AND OTHER ITEMS INTO REVENUE. IN ADDITION TO STORES AND GOODCAREERS CENTERS, GOODWILL INDUSTRIES OF NORTH FLORIDA, INC.'S OPERATIONS INCLUDE A NEIGHBORHOOD GROCERY STORE, LANDSCAPING AND FOOD SERVICE AT A U.S. MILITARY BASE IN THE FOURTEEN COUNTY TERRITORY IN NORTH FLORIDA. 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 DUVAL, PUTNAM, AND SUWANNEE COUNTY 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 BASIC ADULT EDUCATION AND 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 CFO AND CEO. THE FORM WAS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS CHAIRPERSON AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL. 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 ADMINISTRATIVE COMMITTEE OF THE BOARD OF DIRECTORS OF GOODWILL INDUSTRIES OF NORTH FLORIDA, INC., IN A CLOSED SESSION, REVIEWS THE PERFORMANCE AND COMPENSATION FOR THE CEO. THEY INCORPORATE INFORMATION FROM FROM THEIR OWN MARKET PERSPECTIVE, AND A PUBLISHED COMPENSATION ANALYSIS FROM GOODWILL INDUSTRIES INTERNATIONAL. THE STUDIES INCLUDE ANALYSIS OF SIMILAR POSITIONS IN OTHER GOODWILL ORGANIZATIONS IN THIS REGION AND ACROSS THE UNITED STATES. 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 521891 4103684 GOODWILL INDUSTRIES OF NORTH FLORIDA INC GW TIMUQUANA LLC 5150 TIMUQUANA ROAD SUITE 15 JACKSONVILLE FL 32210 COMMERCIAL RENTAL PROPERTY FL 337201 9828855 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 4369938 ACTUAL COST GOODWILL ENDOWMENT INC E 2576843 ACTUAL COST