2026-05-14T12:27:46-05:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 200749885 GOODWILL EDUCATION INITIATIVES INC GOOD 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 MATTHEW FORTNEY TREASURER 3175244313 2026-05-14 1 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2026-05-14 2024 2025-03-06 01:10:19Z MATTHEW FORTNEY 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 44598441 0 X WWW.INDIANAPOLISMET.ORG; WWW.THEEXCELCENTER.ORG X 2004 IN TO PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH ONE OR MORE CHARTER SCHOOLS. 9 9 514 25 0 0 39576777 43039713 719199 633077 617307 453880 259539 124573 41172822 44251243 0 0 0 0 24411233 30500735 0 0 0 11078158 13453026 35489391 43953761 5683431 297482 38755607 44757876 8788309 14166151 29967298 30591725 X TO PROVIDE EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK; TO DEVELOP, OWN, AND OPERATE ONE OR MORE CHARTER SCHOOLS. 0 0 36921360 757650 SEE SCHEDULE O.GOODWILL EDUCATION INITIATIVES (GEI) PROVIDES EDUCATIONAL OPPORTUNITIES DESIGNED TO ENABLE YOUNG PEOPLE AND ADULTS TO ENHANCE THEIR SUCCESS IN LIFE AND WORK. GOODWILL LEGACY GROUP (GLG ), A NOT-FOR-PROFIT CORPORATION RELATED TO GEI, FORMED GEI IN 2004 IN RESPONSE TO THE LARGE NUMBER OF YOUNG PEOPLE SEEKING EMPLOYMENT AND OTHER SERVICES AT GOODWILL WITH LIMITED CAREER OPPORTUNITIES AND WITHOUT A HIGH SCHOOL DIPLOMA. GEI OPERATES THE INDIANAPOLIS METROPOLITAN HIGH SCHOOL (THE MET), A PUBLIC CHARTER SCHOOL IN AN ECONOMICALLY DEPRESSED URBAN AREA IN INDIANAPOLIS UNDER THE INDIANA CHARTER SCHOOL LAWS AND THE CHARTERING AUTHORITY OF THE MAYOR OF INDIANAPOLIS. GEI ALSO OPERATES THE EXCEL CENTERS, INDIANA PUBLIC CHARTER HIGH SCHOOLS PRIMARILY SERVING ADULTS WHO PREVIOUSLY DROPPED OUT OF HIGH SCHOOL AND WHO WISH TO OBTAIN THEIR HIGH SCHOOL DIPLOMA. THE MET AND ONE EXCEL CENTER LOCATION OCCUPY SPACE IN GOODWILL'S INDIANAPOLIS HEADQUARTERS BUILDING. TWO EXCEL CENTERS OCCUPY SPACE OWNED BY GLG, TWO EXCEL CENTERS OCCUPY SPACE OWNED BY GEI, AND THE OTHER EXCEL CENTERS LEASE SPACE FROM THIRD PARTIES. GEI CONTRACTS WITH GOODWILL FOR CERTAIN BUSINESS SUPPORT SERVICES, INCLUDING HUMAN RESOURCES, SAFETY & SECURITY, INFORMATION TECHNOLOGY, FACILITIES, FINANCE, AND MARKETING. THE EXCEL CENTERS OPERATED IN 18 LOCATIONS IN CENTRAL INDIANA IN FISCAL YEAR 2024-2025.THE MET PRIMARILY SERVES STUDENTS WHO ARE IN FOSTER CARE, HAVE BEEN INVOLVED WITH THE JUVENILE JUSTICE SYSTEM, AND/OR HAVE STRUGGLED IN OTHER SCHOOL SETTINGS.SINCE INCEPTION, MORE THAN 700 STUDENTS HAVE GRADUATED FROM THE MET, AND 64% OF THOSE GRADUATES HAVE GONE ON TO SOME FORM OF POST-SECONDARY EDUCATION OR TRAINING AND REMAIN IN SCHOOL TWO YEARS AFTER GRADUATION.THE EXCEL CENTER OPENED ITS FIRST LOCATION IN AUGUST 2010 AND COMPLETED ITS FIFTEENTH YEAR OF OPERATIONS ON JUNE 30, 2025. DUE TO THE HIGH DEMAND FOR ITS SERVICES, THE EXCEL CENTER HAS EXPANDED TO 18 LOCATIONS THROUGHOUT CENTRAL AND SOUTHERN INDIANA AND STUDENT ENROLLMENT HAS GROWN TO OVER 4,600 STUDENTS. SINCE INCEPTION OVER 9,500 STUDENTS HAVE GRADUATED FROM THE EXCEL CENTER. STUDENTS HAVE VARYING DEGREES OF ACADEMIC CREDITS AND CAPABILITIES WHEN THEY ENROLL.EXCEL CENTER STUDENTS ATTEND CLASSES AND CONNECT WITH A LIFE COACH WHO HELPS THEM NAVIGATE THE BARRIERS THAT STAND IN THE WAY OF THEIR EDUCATIONAL ATTAINMENT. DEMAND FOR EXCEL CENTER ENROLLMENT CONTINUES TO EXCEED CAPACITY. AS A RESULT, GEI PLANS TO OPEN ADDITIONAL FACILITIES AS INDIANA LEGISLATION AND PUBLIC FUNDING ALLOWS. 36921360 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 73 0 1 514 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X MATTHEW FORTNEY 3175244313 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 GITA BAKER CHAIR 1.00 0.00 X X 0 0 0 LAURA PICKETT VICE CHAIR 1.00 0.00 X X 0 0 0 KOFI BARKO SECRETARY 1.00 0.00 X X 0 0 0 PATRICIA CASTANEDA DIRECTOR 1.00 0.00 X 0 0 0 C PERRY GRIFFITH JR DIRECTOR 1.00 0.00 X 0 0 0 GARLAND GRAVES DIRECTOR 1.00 0.00 X 0 0 0 DON PALMER DIRECTOR 1.00 1.00 X 0 0 0 JAY OLIVER DIRECTOR 1.00 0.00 X 0 0 0 JOSH SHELTON DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW FORTNEY TREASURER-NON VOTING 1.00 40.00 X 0 319362 25045 KENT KRAMER CEO - GOODWILL LEGACY GROUP 1.00 40.00 X 0 744553 42067 BETSY DELGADO SVP OF EDUCATION 1.00 40.00 X 0 359350 42475 KATHERINE BUSTAMANTE VICE PRESIDENT, GEI & THE EXCEL CENTER NATIONAL OF 40.00 0.00 X 176422 0 19276 LAKIA OSBORNE SENIOR DIRECTOR, GEI 40.00 0.00 X 146722 0 22307 COREY EMERY SENIOR DIRECTOR, GEI 40.00 0.00 X 134708 0 6808 DAN SCOTT SENIOR DIRECTOR, CORPORATE IMPACT & ANALYTICS 40.00 0.00 X 127579 0 29911 SARAH THOMAS SENIOR DIRECTOR, NATIONAL OFFICE 40.00 0.00 X 125604 0 25733 711035 1423265 213622 14 0 1 0 KLR PHARMACY TECHNICIAN TRAINING SCHOOL PO BOX 262 INGALLS IN 46048 PHARM TECH CERTIFICATION PROVIDER 144668 DGH ELECTRIC LLC 5935 KOPETSKY DRIVE INDIANAPOLIS IN 46217 ELECTRICAL SERVICES 120603 2 4651006 37693463 695244 43039713 INIS SERVICE FEES 611710 633077 633077 633077 801078 801078 347198 -347198 -347198 -347198 MISCELLANEOUS INCOME 900099 124573 124573 124573 44251243 757650 0 453880 23709741 20199908 3509833 401809 344651 57158 4708876 4039025 669851 1680309 1441280 239029 617031 505557 111474 177708 177708 56030 45908 10122 2220030 1818955 401075 569700 417356 152344 2695585 2361853 333732 122 17 105 3240184 3115035 125149 336516 73104 263412 1477510 1373032 104478 86605 12114 74491 SOFTWARE LICENSES 570404 467354 103050 STUDENT TRANSPORTATION 287658 287658 CLASSROOM & TEXTBOOKS 212400 212400 SECURITY SERVICES 92420 92420 813123 113733 699390 43953761 36921360 7032401 0 14069085 12464415 224949 67973 1457608 530231 117491 15641 262240 317847 21954913 7140977 11259981 14813936 5013547 6371197 6350706 10176636 38755607 44757876 664607 4120109 8123702 10046042 8788309 14166151 X 29967298 30591725 29967298 30591725 38755607 44757876 297482 339047 -12102 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 19617 19617 0 PART II-B, LINE 1: AMOUNT PAID TO LOBBYIST WHO HAD DIRECT CONTACT WITH LEGISLATORS. 3134025 410081 2723944 17676182 6415112 11261070 790457 163321 627136 354249 152463 201786 14813936 RIGHT OF USE ASSETS 9818372 RELATED PARTY RECEIVABLE 358264 10176636 LEASE LIABILITIES 10046042 10046042 X PART X, LINE 2: PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY GOODWILL AND RECOGNIZE A TAX LIABILITY IF GOODWILL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GOODWILL AND HAS CONCLUDED THAT AS OF JUNE 28, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GOODWILL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 GOODWILL EDUCATION INITIATIVES, INC. COMPLIES WITH ALL PUBLIC NOTICE STATUTES AND APPLICABLE DESEGREGATION ORDERS. SCHEDULE E, PART I, LINE 4 GOODWILL LEGACY GROUP FUNDRAISES FOR GOODWILL EDUCATION INITIATIVES, INC. THE SCHOOL DOES NOT GIVE SCHOLARSHIPS OR FINANCIAL AID. THE SCHOOL RECEIVES PUBLIC FUNDING FOR STUDENTS TO ATTEND. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEES FROM GOVERNMENTAL SOURCES TO PROVIDE SCHOOL MEALS FOR QUALIFYING STUDENTS. THE ORGANIZATION ALSO RECEIVES GRANTS FROM THE GOVERNMENT TO FUND SCHOOL PROGRAMS DESIGNED TO PROVIDE ADDITIONAL SERVICES FOR STUDENTS IN NEED OF REMEDIATION, SPECIAL EDUCATION AND TUTORING. X X X X X 0 0 0 0 0 0 0 0 0 KENT KRAMER CEO - GOODWILL LEGACY GROUP 0 489037 0 240438 0 15078 0 20674 0 21393 0 786620 0 0 BETSY DELGADO SVP OF EDUCATION 0 273748 0 82898 0 2704 0 23539 0 18936 0 401825 0 0 MATTHEW FORTNEY TREASURER-NON VOTING 0 264612 0 53392 0 1358 0 7374 0 17671 0 344407 0 0 KATHERINE BUSTAMANTE VICE PRESIDENT, GEI & THE EXCEL CENT 157877 0 17717 0 828 0 0 0 19276 0 195698 0 0 0 LAKIA OSBORNE SENIOR DIRECTOR, GEI 137388 0 8645 0 689 0 11926 0 10381 0 169029 0 0 0 DAN SCOTT SENIOR DIRECTOR, CORPORATE IMPACT & 118587 0 8267 0 725 0 11138 0 18773 0 157490 0 0 0 SARAH THOMAS SENIOR DIRECTOR, NATIONAL OFFICE 116172 0 8741 0 691 0 10804 0 14929 0 151337 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE BOARD, MAY DESIGNATE ONE OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF TWO OR MORE DIRECTORS, WHICH COMMITTEES, TO THE EXTENT PROVIDED IN SAID RESOLUTION, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING AND HAS THE OPPORTUNITY TO PROVIDE COMMENTARY AND QUESTIONS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE POLICY REQUIRES INDIVIDUALS TO DISCLOSE ANNUALLY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AS WELL AS TO UPDATE SUCH DISCLOSURES THROUGHOUT THE YEAR AS CIRCUMSTANCES CHANGE. WHEN A POTENTIAL CONFLICT ARISES, THE INTERESTED INDIVIDUAL MUST DISCLOSE ALL MATERIAL FACTS AND REFRAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON THE MATTER. THE REMAINING DISINTERESTED MEMBERS OF THE GOVERNING BODY DETERMINE WHETHER A CONFLICT EXISTS AND, IF SO, WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTERESTS OF THE ORGANIZATION. THE ORGANIZATION DOCUMENTS COMPLIANCE WITH THE POLICY IN THE MINUTES OF MEETINGS AND MAINTAINS RECORDS OF ALL DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF GOODWILL LEGACY GROUP (GLG) HAS ESTABLISHED A COMPENSATION COMMITTEE WITH THE RESPONSIBILITY OF ESTABLISHING THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (PRESIDENT) OF GLG, AND TO PROVIDE OVERSIGHT ON THE COMPENSATION AND BENEFIT ACTIONS TAKEN BY THE PRESIDENT WITH RESPECT TO HIS/HER DIRECT REPORTS AND KEY EMPLOYEES. THE ROLE OF THE COMPENSATION COMMITTEE AND PRESIDENT, AS DELEGATED TO IT BY THE BOARD OF DIRECTORS, IS TO ENSURE THAT THE COMPENSATION ARRANGEMENTS OF GLG ARE STRUCTURED SO THAT COMPENSATION PAYMENTS TO EXECUTIVES ARE AT ALL TIMES REASONABLE FOR AN ORGANIZATION SUBJECT TO THE REQUIREMENTS AND CONSTRAINTS OF SECTIONS 501(C)(3) AND 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE). IN ORDER TO MAINTAIN ITS INDEPENDENCE AND OBJECTIVENESS, MEMBERSHIP ON THE COMPENSATION COMMITTEE IS LIMITED TO DIRECTORS WHO ARE NOT EMPLOYEES OR RELATED TO EMPLOYEES OF GLG OR ANY AFFILIATED ORGANIZATIONS. NO MEMBER MAY BE AN EMPLOYEE OF GLG, SUBJECT TO THE DIRECTION OR CONTROL OF ANY EMPLOYEE OF GLG, NOR RECEIVE COMPENSATION OR OTHER PAYMENTS SUBJECT TO THE APPROVAL OF ANY EMPLOYEE OF GLG. FINALLY, NO MEMBER MAY HAVE ANY MATERIAL FINANCIAL INTEREST THAT WOULD BE AFFECTED BY THE COMPENSATION ARRANGEMENT FOR ANY EXECUTIVE OF GLG. THE COMPENSATION COMMITTEE AND PRESIDENT UTILIZE INDEPENDENT LEGAL ADVICE, NATIONAL COMPENSATION SURVEYS, AND/OR COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. EACH YEAR, CURRENT COMPARABLE COMPENSATION DATA IS CONSIDERED IN SETTING COMPENSATION, IN EVALUATING PROSPECTIVELY ANY INCENTIVE OR CONTINGENT COMPENSATION PLAN, AND IN REVIEWING RETROACTIVELY THE AMOUNTS DETERMINED BY APPLICATION OF ANY INCENTIVE FORMULA. THE PURPOSE OF SUCH RETROACTIVE REVIEW IS TO ENSURE THAT NO AMOUNT IS PAID PURSUANT TO ANY INCENTIVE PLAN OR FORMULA THAT, WHEN AGGREGATED WITH BASIC SALARY AND BONUS, EXCEEDS REASONABLE COMPENSATION. GLG'S EXECUTIVE MANAGEMENT TEAM PROVIDES STRATEGIC DIRECTION FOR AND DAY-TO-DAY MANAGEMENT OF THE OPERATIONS OF GLG AND ITS RELATED ENTITIES, GW COMMERCIAL SERVICES, INC., GOODWILL EDUCATION INITIATIVES, INC., GOODWILL LEGACY GROUP FOUNDATION, AND GOODWILL OF PUERTO RICO. ONE MEMBER OF THE EXECUTIVE TEAM IS A GEI EMPLOYEE. THE REMAINDER OF THE EXECUTIVE TEAM (10 MEMBERS) ARE COMPENSATED ONLY BY GOODWILL LEGACY GROUP, AND TAKE NO COMPENSATION OR OTHER FINANCIAL BENEFIT FROM ANY OTHER RELATED ENTITY. GOODWILL'S MANAGEMENT ENCOURAGES INTERESTED READERS TO READ THE FORM 990 TAX RETURNS OF ALL FOUR ENTITIES IN ORDER TO OBTAIN COMPLETE INFORMATION ABOUT THE EXEMPT ACTIVITIES, OPERATIONS, AND INTERRELATIONSHIPS OF THE COLLECTIVE CENTRAL AND SOUTHERN INDIANA GOODWILL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE CORPORATE HEADQUARTERS UPON REQUEST. EXCEL CENTERS LLC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 OPERATING CHARTER SCHOOLS IN 38256347 39314050 GOODWILL EDUCATION INITIATIVES INC INDIANAPOLIS METROPOLITAN HIGH SCHOOL LLC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 OPERATING A HIGH SCHOOL IN 4003883 2325667 GOODWILL EDUCATION INITIATIVES INC GOODWILL LEGACY GROUP 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 SEE SCHEDULE R, PART VII IN 501(C)(3) LINE 7 N/A 0 GW COMMERCIAL SERVICES INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 352082941 PROVIDE REHABILITATION TRAINING AND JOB OPPORTUNITIES IN 501(C)(3) LINE 12A, I GOODWILL LEGACY GROUP 0 GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 237148440 SUPPORT OF GOODWILL LEGACY GROUP IN 501(C)(3) LINE 7 N/A 0 GOODWILL DE PUERTO RICO INC AGUSTIN STAHL CARR 174 A-10 BAYAMON PR 00956 661047098 EMPLOYMENT & EDUCATION SERVICES FOR DISABLED & PR 501(C)(3) LINE 10 GOODWILL LEGACY GROUP 0 THRIVE1635 SUPPORT CORPORATION 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 333414337 SEE SCHEDULE R, PART VII IN 501(C)(3) LINE 12A, I GOODWILL LEGACY GROUP 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SCHEDULE R, PART II, COLUMN (B), GOODWILL LEGACY GROUP: EMPLOYMENT AND EDUCATION SERVICES FOR DISABLED AND DISADVANTAGED YOUTH AND ADULTS. SCHEDULE R, PART II, COLUMN (B), THRIVE1635: PERFORM THE FUNCTIONS OF GOODWILL LEGACY GROUP INCLUDING REAL ESTATE ACTIVITIES AND FINANCING CONSIDERATIONS.