2026-07-09T10:29:39-05:00 2025-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2024-09-01 810232125 EASTERSEALS - GOODWILL NORTHERN ROCKY MOUNTAIN INC EAST 4067613680 425 1ST AVE NORTH GREAT FALLS MT 59401 MARK SHERMAN PRESIDENT/CEO 4067613680 2026-06-30 1 1 EMINA O CRESSWELL CPA P01217304 5097472600 2026-06-30 2024 2025-03-06 01:10:19Z NA MARK SHERMAN 425 1ST AVE NORTH GREAT FALLS MT 59401 119406624 0 X ESGW.ORG X 1947 MT TOGETHER WE CREATE OPPORTUNITIES THAT CHANGE LIVES. FOR MORE INFORMATION SEE SCHEDULE O. ESGW PROVIDED DIRECT SERVICES TO 3,346 INDIVIDUALS IN FY25 IN MT, ID, UT AND WY VIA WORKFORCE DEVELOPMENT, CLINICAL, CHILDREN'S, AND DISABILITY SERVICES. GOODWILL STORES ALSO PROVIDE EMPLOYMENT FOR PEOPLE FROM ALL WALKS OF LIFE. 15 15 2187 134 0 0 31537643 34219182 70382765 77121196 1621673 2832645 671510 283320 104213591 114456343 37358 34785 0 0 46561225 50999257 0 0 303247 49743141 55708702 96341724 106742744 7871867 7713599 112643239 122213336 44127549 45242753 68515690 76970583 X ESGW PROVIDED DIRECT SERVICES TO 3,346 INDIVIDUALS IN FY25 IN MT, ID, UT AND WY VIA WORKFORCE DEVELOPMENT, CLINICAL, CHILDREN'S, AND DISABILITY SERVICES. GOODWILL STORES PROVIDE EMPLOYMENT FOR PEOPLE FROM ALL WALKS OF LIFE. 0 0 91691918 30193 71141964 TRAINING AND PROVIDING JOBS TO DISABLED AND DISADVANTAGED THROUGH GOODWILL OPERATIONS. VOCATIONAL EVALUATION AND TRAINING SERVICES FOR DISABLED AND DISADVANTAGED. PROVIDED DIRECT SERVICES TO 2,549 INDIVIDUALS. 5362359 5934289 DIRECT SERVICES - HOME HEALTH CARE, MEDICAL SERVICES FOR ELDERLY AND DISABLED. PROVIDED DIRECT SERVICES TO 797 INDIVIDUALS. 872291 127757 PUBLIC HEALTH EDUCATION - INFORMATION, REFERRAL, ATTITUDE AWARENESS AND SUPPORT GROUPS FOR PEOPLE WITH DISABILITIES. 19651 4592 27555 HOUSING PROGRAM FOR INDIVIDUALS WITH DISABILITIES. 19651 4592 27555 97946219 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 153 0 1 2187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SASHA CARD 4067613680 425 1ST AVE NORTH GREAT FALLS MT 59401 STELLA OSSELLO BURKE BOARD CHAIR 3.00 X X 0 0 0 CARA PICCONO IMMEDIATE PAST BOARD CHAIR 2.00 X X 0 0 0 TAUSHA STOLL 1ST VICE CHAIR 2.00 X X 0 0 0 GREG GOINS 2ND VICE CHAIR/TREASURER 2.00 X X 0 0 0 STEVE BAGGERLY BOARD MEMBER 2.00 X 0 0 0 JOHN BURKE BOARD MEMBER 2.00 X 0 0 0 WAYNE DAVIS BOARD MEMBER 2.00 X 0 0 0 DJ FULLER BOARD MEMBER 2.00 X 0 0 0 ERIN FURR BOARD MEMBER 2.00 X 0 0 0 BRUCE GARBER BOARD MEMBER 2.00 X 0 0 0 LAURA GOLDHAN BOARD MEMBER 2.00 X 0 0 0 WHITNEY HAYDEN BOARD MEMBER 2.00 X 0 0 0 DEB PORCARELLI BOARD MEMBER 2.00 X 0 0 0 NIKI SWAN BOARD MEMBER 2.00 X 0 0 0 SCOTT KNUTSON BOARD MEMBER 2.00 X 0 0 0 MICHELLE BELKNAP FORMER PRESIDENT/CEO (SEE SCH.O) 55.00 2.00 X 870700 0 27839 MARK SHERMAN PRESIDENT/CEO 55.00 2.00 X 296187 0 12151 WILLIAM COLLINS CHIEF RETAIL & SYSTEMS OFFICER 55.00 X 198974 0 16495 JOHN MARTIN CHIEF LEGAL OFFICER/SEC. (THRU 7/25) 55.00 X 162646 0 14643 KALSEY ANDERSON CHIEF PEOPLE OFFICER 55.00 X 157283 0 14405 DESTRY ESKEW VP OF ORGANIZATIONAL PROJECTS & BUSINESS DEVELO 55.00 X 152007 0 13970 ROXANNE KLOSE VP OF PROGRAMS 55.00 X 150198 0 13909 LEE MANWARING VP OF RETAIL OPERATIONS 55.00 X 149917 0 13216 LAURA SCHULTZ VP OF DEVELOPMENT 55.00 X 153004 0 6255 SASHA CARD CHIEF FINANCIAL OFFICER 55.00 2.00 X 146582 0 5947 JEREMY HARDY AVP OF IT 55.00 X 122429 0 13185 TINA JOHNSON VP OF WORKFORCE DEVELOPMENT & BEHAVIORAL HEALTH 55.00 X 116520 0 12569 2676447 0 164584 19 1 1 0 CAMERON & COMPANY 573 W 3560 S STE 1 SALT LAKE CITY UT 84115 CONSTRUCTION SERVICES 1379230 REPUBLIC SERVICES PO BOX 78829 PHOENIX AZ 850628829 RECYCLING/DISPOSAL 437623 C3 BUSINESS SOLUTIONS 20321 SW ACACIA STREET STE 200 NEWPORT CA 92660 SOFTWARE IMPLEMENTATION 258634 WAYNE PAFFHAUSEN & SONS INC 700 BLACKTAIL LOOP ROAD BUTTE MT 59701 CONSTRUCTION SERVICES 186750 RAYMOND CONSTRUCTION CO INC 125 WEST 2500 NORTH LOGAN UT 84341 CONSTRUCTION SERVICES 168849 10 6236920 27982262 27460628 34219182 GOODWILL STORES 456199 66859629 66859629 GOVERNMENT CONTRACTS AND FEES 456199 9817832 9817832 PROGRAM SERVICE FEES 456199 377835 377835 PROGRAM RENT FEES 456199 65900 65900 77121196 1534063 1534063 6208999 39864 4927349 22932 1281650 16932 1298582 1298582 WORKERS COMPENSATION DIVIDENDS 525100 172951 172951 MISCELLANEOUS REVENUE 900099 110369 110369 283320 114456343 77231565 0 3005596 16000 16000 18785 18785 1319111 173075 1146036 42377717 38685324 3491367 201026 464074 325514 131855 6705 2977701 2643828 325443 8430 3860654 3486619 357592 16443 4057 4057 134525 134525 32552 32552 142052 142052 753436 618883 130553 4000 307512 257993 45397 4122 5076497 4630610 437980 7907 1385677 114405 1232002 39270 11741291 11611532 120797 8962 860270 675195 184575 500 322471 322471 2547607 2162937 382572 2098 600599 547367 50895 2337 CONTRIBUTED GOODS SOLD 27095183 27095183 SUPPLIES 2459265 2362354 95464 1447 COST OF GOODS SOLD 2031662 2031662 MISCELLANEOUS EXPENSE 214046 166482 47564 106742744 97946219 8493278 303247 13932930 12341333 835552 1209685 2362462 2302010 2352739 3281520 1359588 1430245 37673773 19529224 15205415 18144549 42164284 48666035 34430269 34837959 112643239 122213336 7439676 8418252 36687873 36824501 44127549 45242753 X 63914115 71773975 4601575 5196608 68515690 76970583 112643239 122213336 X 7713599 612268 129026 X 0 1 X 1 1 1 X 22672652 29368661 28518271 31537643 34219182 146316409 22672652 29368661 28518271 31537643 34219182 146316409 146316409 249314 264168 991982 1355327 1534063 4394854 139793 0 155424 671510 283320 1250047 151961310 320876111 0.96290 0.96770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 139,793. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 155,424. 2023 AMOUNT: $ 671,510. 2024 AMOUNT: $ 283,320. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 32552 0 32552 0 106406945 160033 106439497 160033 1000000 32007 250000 8002 0 0 0 0 1025727 1031071 1029699 1032007 4118504 6177756 34563 32552 67115 256432 257768 257425 258002 1029627 1544441 0 14558616 20855 1381477 281399 15679549 12772145 1881249 94778 14558616 12196202 575943 12772145 12574700 1266269 -1644767 12196202 10715664 29250 2047095 217309 12574700 0.65110 0.34890 0.00000 0 0 381789 381789 20691796 9708960 10982836 16600188 9820264 6779924 18144549 LIFE INSURANCE CASH VALUE 894136 BENEFICIAL INTEREST TRUST DISTRIBUTIONS 106723 ROU ASSETS 33837100 34837959 ANNUITY OBLIGATIONS PAYABLE 72188 DEFERRED COMPENSATION 304046 LEASEHOLD FINANCING 36448267 36824501 X 116386369 612268 1330785 129026 2072079 114314290 142053 142053 114456343 107931476 1330785 1330785 106600691 142053 142053 106742744 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE ORGANIZATION AND ENHANCE THE FINANCIAL STABILITY OF THE ORGANIZATION. THE ENDOWMENT FUNDS ARE INVESTED TO EARN A NET REAL RATE OF RETURN THAT ALLOWS FOR UP TO 4% OF THE ENDOWMENTS TO BE SPENT ANNUALLY ON SPECIAL PROJECTS THAT ENHANCE THE ORGANIZATION. THE BOARD OF DIRECTORS MAY BE APPROACHED EACH YEAR WITH PROPOSALS FOR ENDOWMENT PROJECTS. THE ORGANIZATION CAN'T EXCEED 4% OF THE AVERAGE ENDOWMENT BALANCE FROM THE LAST 3 FISCAL YEAR ENDS ON THESE PROJECTS. PART X, LINE 2: THE ORGANIZATION AND ITS AFFILIATE ARE EXEMPT FOR FEDERAL INCOME TAX PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, ACCOUNTING FOR UNCERTAINTY FOR INCOME TAXES. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AT AUGUST 31, 2025. THERE ARE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST VALUE 9,578. CHANGE IN LIFE INSURANCE POLICIES VALUE 119,448. 1 BUTTE-SILVER BOW COMMUNITY FOUNDATION PO BOX 430 BUTTE MT 59703 273492133 501(C)(3) 16000 0 GENERAL SUPPORT PROVIDED THROUGH O'NEILL FUND 1 0 AID TO NEEDY 150 18785 PART I, LINE 2: WHEN THE ORGANIZATION RECEIVES REQUESTS FOR ASSISTANCE, AN APPLICATION IS COMPLETED. A COMMITTEE THEN REVIEWS THAT APPLICATION AND DETERMINES IF THE NEED IS WITHIN THE PARAMETERS OF THE AID TO INDIVIDUAL'S PROGRAM. X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 MICHELLE BELKNAP FORMER PRESIDENT/CEO (SEE SCH.O) 115410 0 407812 0 347478 0 23176 0 4663 0 898539 0 241238 0 MARK SHERMAN PRESIDENT/CEO 262075 0 34112 0 0 0 11927 0 224 0 308338 0 0 0 WILLIAM COLLINS CHIEF RETAIL & SYSTEMS OFFICER 165698 0 33276 0 0 0 8736 0 7759 0 215469 0 0 0 JOHN MARTIN CHIEF LEGAL OFFICER/SEC. (THRU 7/25) 141502 0 21144 0 0 0 6707 0 7936 0 177289 0 0 0 KALSEY ANDERSON CHIEF PEOPLE OFFICER 138357 0 18926 0 0 0 6406 0 7999 0 171688 0 0 0 DESTRY ESKEW VP OF ORGANIZATIONAL PROJECTS & BUSI 132507 0 19500 0 0 0 6211 0 7759 0 165977 0 0 0 ROXANNE KLOSE VP OF PROGRAMS 131272 0 18926 0 0 0 6150 0 7759 0 164107 0 0 0 LEE MANWARING VP OF RETAIL OPERATIONS 130991 0 18926 0 0 0 5217 0 7999 0 163133 0 0 0 LAURA SCHULTZ VP OF DEVELOPMENT 134078 0 18926 0 0 0 6128 0 127 0 159259 0 0 0 SASHA CARD CHIEF FINANCIAL OFFICER 146582 0 0 0 0 0 5863 0 84 0 152529 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS MADE ON BEHALF OF THE FORMER CEO ARE TREATED AS TAXABLE INCOME. PART I, LINE 4B THE FOLLOWING AMOUNT WAS VESTED DURING THE YEAR FOR PARTICIPANTS IN THE NON-QUALIFIED PLAN: - MICHELLE BELKNAP - $347,478 WHILE THE AMOUNT WAS VESTED, PAYMENTS WILL OCCUR BASED ON A PREVIOUSLY AGREED UPON SCHEDULE OVER TEN YEARS. X 27378826 ESTIMATED FMV X 4 81802 FMV 4 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B IS BASED UPON NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 STELLA OSELLO BURKE AND JOHN BURKE ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS AND KEY MANAGEMENT OFFICIALS AND REVIEWED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR POSSIBLE CONFLICTS. THE ORGANIZATION'S PRACTICE IS FOR INDIVIDUAL BOARD MEMBERS TO ABSTAIN FROM VOTING ON TRANSACTIONS THAT MAY BENEFIT THEM. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USED AN INDEPENDENT CONSULTING FIRM TO ESTABLISH RANGES FOR TOP MANAGEMENT POSITIONS BASED ON SIMILAR SIZE AND SCOPE OF OTHER ORGANIZATIONS. THE CEO'S SALARY WAS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND BY THE FULL BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE ALSO REVIEWS THE SALARIES FOR THE VICE PRESIDENTS OF THE ORGANIZATION AND APPROVES THEIR SALARY RANGES. SALARY REVIEWS ARE COMPLETED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST VALUE 9,578. CHANGE IN LIFE INSURANCE POLICIES VALUE 119,448. FORM 990, PART VII AND SCHEDULE J: THE REPORTED COMPENSATION FOR OUR FORMER PRESIDENT/CEO ON SECTION VII OF THE FORM 990 AND SCHEDULE J INCLUDES COMPENSATION RELATED TO HER RETIREMENT IN MARCH 2024. THIS AMOUNT INCLUDES THE VESTING OF BENEFITS UNDER A DEFERRED COMPENSATION ARRANGEMENT, WHICH THE ENTIRE AMOUNT IS REQUIRED TO BE RECOGNIZED AS TAXABLE INCOME IN THE YEAR OF VESTING IN ACCORDANCE WITH IRS REGULATIONS, EVEN THOUGH PAYMENTS WILL BE MADE OVER A TEN-YEAR PERIOD. THE REPORTED COMPENSATION ALSO INCLUDES A TAX GROSS-UP RELATED TO THE VESTING EVENT, AS WELL AS REGULAR SALARY THROUGH THE RETIREMENT DATE AND PAYOUT OF ACCRUED PAID TIME OFF. EASTERSEALS HOUSING SOLUTIONS INC 425 1ST AVE NORTH GREAT FALLS MT 59401 134305403 HOUSING WY 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 EASTERSEALS HOUSING SOLUTIONS INC 425 1ST AVENUE NORTH GREAT FALLS MT 59404 130430540 0 0 0 160033 160033 32007 8002 0 0 0