2025-10-05T12:11:38-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2024-01-01 451544299 GOODWILL RETAIL SERVICES GOOD 3232231211 342 N SAN FERNANDO ROAD LOS ANGELES CA 900311782 PATRICK MCCLENAHAN PRESIDENT & CEO 3232231211 2025-10-02 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2024 2025-03-06 01:10:19Z PATRICK MCCLENAHAN 342 N SAN FERNANDO ROAD LOS ANGELES CA 900311782 59773263 0 X N/A X 2011 CA TO SUPPORT, BENEFIT, AND CARRY OUT THE CHARITABLE PURPOSES OF GOODWILL (CONTINUED ON SCHEDULE O) INDUSTRIES OF SOUTHERN CALIFORNIA, A RECOGNIZED 501(C)(3) PUBLIC CHARITY. 4 4 2756 4 0 0 0 0 53941384 59773263 0 0 0 0 53941384 59773263 0 0 0 0 53886484 59710679 0 0 0 54900 62584 53941384 59773263 0 0 9928682 10710035 9928682 10710035 0 0 X THE MISSION OF GOODWILL RETAIL SERVICES IS TO SUPPORT, BENEFIT, AND CARRY OUT THE CHARITABLE PURPOSES OF GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE (CONTINUED ON SCHEDULE O) AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), AND AS A PUBLIC CHARITY DESCRIBED IN SECTION 501(A)(1) OF THE CODE. 0 0 59319399 59773263 GRS PROVIDED APPROXIMATELY 2,700 RETAIL STAFF TO OPERATE 87 MISSION-RELATED STORES OF GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA. 59319399 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 2756 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X MICHELLE TAN 3235392161 342 N SAN FERNANDO ROAD LOS ANGELES CA 900311782 RICHARD VILLA CHAIR 1.00 1.00 X X 0 0 0 JOHN HWANG VICE-CHAIR 1.00 1.00 X X 0 0 0 PETER STARRETT TREASURER 1.00 1.00 X X 0 0 0 SUSAN H STROMGREN SECRETARY 1.00 1.00 X X 0 0 0 JOHN PATRICK MCCLENAHAN PRESIDENT & CEO 2.00 50.00 X 0 687976 48488 CRAIG LEVRA EXECUTIVE VICE PRESIDENT & COO 25.00 25.00 X 268143 268143 35318 ELIZABETH SCHWALBACH CHRO 10.00 40.00 X 66799 267195 48488 CHIKO TONG SENIOR DIRECTOR, E-COMMERCE 40.00 0.00 X 157794 0 12044 PAULINE GOMEZ STARR SENIOR DIRECTOR, RETAIL OPERATIONS 40.00 0.00 X 153771 0 16038 SHAVONE TURNER SENIOR DIRECTOR, CUSTOMER ENGAGEMENT 40.00 0.00 X 147648 0 32526 CRYSTAL RESENDEZ SENIOR DIRECTOR, RETAIL SPECIAL EVENTS 40.00 0.00 X 134577 0 12712 ANDY BARAJAS DIRECTOR, KAIZEN ENGINEERING 40.00 0.00 X 124936 0 17407 1053668 1223314 223021 8 0 1 0 0 STAFFING SERVICE FEES 561300 59773263 59773263 59773263 59773263 59773263 0 0 362299 362299 51130819 51098695 32124 87574 87574 1559005 1555420 3585 6570982 6570982 6728 6728 55856 55856 59773263 59319399 453864 0 356999 2524973 9571658 8185037 25 25 9928682 10710035 9928682 10710035 9928682 10710035 X 0 0 9928682 10710035 0 0 X 0 1 X 1 0 X X X 1 GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 951641441 7 1 0 59773263 1 0 59773263 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE THE ORGANIZATION WAS ORGANIZED PURSUANT TO THE GENERAL NONPROFIT CORPORATION LAW OF THE STATE OF CALIFORNIA. THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND HAS QUALIFIED FOR THE WELFARE EXEMPTION FROM CERTAIN GENERAL COUNTY REAL AND PERSONAL PROPERTY TAXES. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS TAKEN AS A WHOLE. TAX POSITIONS TAKEN RELATED TO THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ORGANIZATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS AS OF DECEMBER 31, 2024 AND 2023. X 1 1 0 0 0 0 0 0 0 1 0 JOHN PATRICK MCCLENAHAN PRESIDENT & CEO 0 483081 0 200000 0 4895 0 0 0 48488 0 736464 0 0 CRAIG LEVRA EXECUTIVE VICE PRESIDENT & COO 198147 198147 67981 67981 2015 2015 0 0 17659 17659 285802 285802 0 0 ELIZABETH SCHWALBACH CHRO 53009 212032 13535 54142 255 1021 0 0 9698 38790 76497 305985 0 0 SHAVONE TURNER SENIOR DIRECTOR, CUSTOMER ENGAGEMENT 132463 0 14993 0 192 0 1950 0 30576 0 180174 0 0 0 CHIKO TONG SENIOR DIRECTOR, E-COMMERCE 142686 0 14993 0 115 0 0 0 12044 0 169838 0 0 0 PAULINE GOMEZ STARR SENIOR DIRECTOR, RETAIL OPERATIONS 137935 0 14993 0 843 0 0 0 16038 0 169809 0 0 0 PART I, LINE 1A INDIVIDUALS REPORTED ON PART VII RECEIVE DISCRETIONARY SPENDING ACCOUNTS IN THE FORM OF AUTO ALLOWANCES, WHICH ARE REPORTED AS TAXABLE COMPENSATION ON FORM W-2. PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE PRESIDENT & CEO FOR THE SUPPORTING ORGANIZATION, GOODWILL RETAIL SERVICES ("GRS"), IS COMPENSATED BY THE SUPPORTED ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA ("GSC"). THERE IS NO COMPENSATION PAID TO THE PRESIDENT & CEO BY THE SUPPORTING ORGANIZATION, GRS. PART I, LINE 7 NON-FIXED PAYMENTS THE ORGANIZATION PAYS ANNUAL PERFORMANCE-BASED BONUSES AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY AFTER THE FORM 990 IS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND REVIEWED BY THE GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA ACCOUNTING STAFF AND CFO, IT IS PRESENTED TO THE CEO, COO AND THE AUDIT & COMPLIANCE COMMITIEE OF GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA FOR REVIEW. ONCE REVIEWED, IT IS SENT VIA EITHER E-MAIL OR REGULAR MAIL TO THE BOARD OF DIRECTORS. COMMENTS FROM THE DIRECTORS ARE REVIEWED AND ADDRESSED, AND IF NECESSARY THE RETURN IS RE-CIRCULATED TO THE DIRECTORS. WHEN THE DIRECTORS HAVE NO MATERIAL COMMENTS, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY DIRECTORS AND KEY EMPLOYEES WHO ARE AFFILIATED WITH GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA ("GSC") AND GOODWILL RETAIL SERVICES ("GRS") ARE RESPONSIBLE FOR COMPLYING WITH THE CONFLICT OF INTEREST POLICY FOR GSC. EACH DIRECTOR, OFFICER, KEY EMPLOYEE, AND SELECTED EMPLOYEES SIGNS A CERTIFICATE OF COMPLIANCE THAT HE/SHE HAS READ AND AGREES TO ABIDE BY THE GUIDELINES FOR DEALING WITH POTENTIAL CONFLICTS OF INTEREST UPON JOINING THE ORGANIZATION AND AGAIN IN JANUARY OF EACH YEAR. THE BOARD OF DIRECTORS OR EXECUTIVE COMMITIEE OF GSC (OR SENIOR MANAGEMENT FOR TRANSACTIONS THAT ARE CONFLICTED WITH RESPECT TO STAFF) WILL REVIEW, RATIFY, AND APPROVE EACH POTENTIAL OR EXISTING CONFLICTED TRANSACTION ON AN AS-NEEDED BASIS TO ENSURE THAT THE TRANSACTION IS CONDUCTED AT FAIR MARKET VALUE. TRANSACTIONS OF UP TO $5,000 CAN BE DEALT WITH BY THE PRESIDENT/CEO UNLESS HE/SHE WISHES TO APPROVE THE TRANSACTION WITH THE BOARD OF DIRECTORS OR EXECUTIVE COMMITEE. THE POLICY IS ENFORCED THROUGH THE EDUCATION AND REGULAR MEETING OF THE BOARD OF DIRECTORS IN CONSORT WITH THE PRESIDENT/CEO, CFO, COO, AND CHIEF LEGAL OFFICER WHO HAVE OVERSIGHT TO APPROVE AND REVIEW ALL FISCAL TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE SUPPORTED ORGANIZATION, GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA ("GSC"), IS RESPONSIBLE FOR THE COMPENSATION REVIEW PROCESS FOR GOODWILL RETAIL SERVICES ("GRS"). FOR THE PRESIDENT/CEO, CFO AND COO AND OTHER KEY POSITIONS, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGE THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. PERIODICALLY THE CONSULTANT AND THE COMMITTEE USE INFORMATION FROM SALARY SURVEYS, FORM 990 INFORMATION RETURNS FOR SIMILARLY SIZED CHARITIES IN THE AREA, AND INFORMATION FROM OTHER SIMILARLY SIZED GOODWILL MEMBER AGENCIES ACROSS THE COUNTRY TO EVALUATE THE COMPENSATION PACKAGE. AN INDEPENDENT COMPENSATION CONSULTANT COMPLETED THE SURVEY AND ANALYSIS IN 2024 AND SUBMITTED INFORMATION TO THE COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE'S RECOMMENDATION IS BROUGHT BEFORE THE BOARD OF DIRECTORS IN A CLOSED SESSION ON AN ANNUAL BASIS FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS HAS RESPONSIBILITY TO APPROVE THE COMPENSATION PACKAGE FOR THE PRESIDENT/CEO CFO AND COO. THIS PROCESS TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO PUBLIC FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 342 N SAN FERNANDO ROAD LOS ANGELES CA 90031 951641441 JOB PLACEMENT CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0