2026-06-25T06:11:26-05:00 2025-12-31 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2025-01-01 364455490 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JACQUELINE HALLBERG CEO 4142898200 2026-06-22 1 BRIDGET ROCHE P00666837 3128560200 2026-06-22 2025 2025-03-06 01:10:19Z JACQUELINE HALLBERG 6055 N 91ST STREET MILWAUKEE WI 53225 3211031 0 X WWW.GOODWILLGREATERMC.ORG X 2001 IL CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. 4 4 37 4 0 0 1716697 3211031 1036427 0 1738 0 0 0 2754862 3211031 288 491 0 0 1829512 2162805 0 0 150897 925062 1047735 2754862 3211031 0 0 1135976 1521452 1135976 1521452 0 0 X GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC. ("GOODWILL-CHICAGO") IS A NONSTOCK, NOT-FOR-PROFIT ILLINOIS CORPORATION, WHOSE SOLE MEMBER IS GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL"), A WISCONSIN NONSTOCK, NOT-FOR-PROFIT (CONTINUED ON SCHEDULE O) 0 0 1885800 491 GOODWILL-CHICAGO'S PRE-EMPLOYMENT SKILLS TRAINING PROGRAMS FOCUS ON PROVIDING EDUCATION AND TRAINING TO HELP PARTICIPANTS FIND WORK OR START A CAREER. AN INDIVIDUAL EMPLOYMENT PLAN IS DEVELOPED FOR PARTICIPANTS OUTLINING STRENGTHS, EXISTING SKILLS, INTERESTS, PAST EXPERIENCE AND OTHER SUPPORTIVE SERVICE NEEDS. PARTICIPANTS ATTEND INTENSIVE PRE-EMPLOYMENT SKILLS AND COMPUTER SKILLS TRAINING CLASSES. AFTER COMPLETION, PARTICIPANTS EITHER ACTIVELY PURSUE EMPLOYMENT OR COMPLETE ADDITIONAL OCCUPATIONAL SKILLS TRAINING, SUCH AS RETAIL AND CUSTOMER SERVICE. IN 2025, GOODWILL EXPANDED YOUTH-SPECIFIC PROGRAMMING WITH ITS EMPOWER YOUTH PROGRAM, TARGETING TEENS AND YOUNG (CONTINUED ON SCHEDULE O) ADULTS AGES 16-24 FOR EMPLOYMENT READINESS TRAINING, ACCESS TO SUPPORTIVE SERVICES, AND JOB PLACEMENT IN BOTH SHORT AND LONG-TERM EMPLOYMENT. OUR TEENS AND YOUNG ADULT INITIATIVES ALSO FEATURED PROGRAMS SPECIFICALLY FOCUSED ON PROFESSIONAL SKILL-BUILDING PROVIDING TRAINING IN CONFLICT RESOLUTION, FINANCIAL EDUCATION, GOAL SETTING, AND MENTORSHIP. WITH COMMUNITY PARTNERSHIPS, GOODWILL PARTICIPATED IN PROGRAMS TO EXPOSE YOUTH TO PATHWAYS TRAININGS IN ENERGY, UTILITIES AND CONSTRUCTION. RECOGNIZING THAT GOODWILL EMPLOYS INDIVIDUALS WITH BARRIERS TO LONG-TERM SUCCESSFUL EMPLOYMENT, OUR EMPLOYEE EMPOWERMENT NETWORK OFFERS LIFE COACHING, BENEFIT NAVIGATION, AND SERVICE REFERRALS THROUGH VOLUNTARY ENROLLMENT TO ITS OWN EMPLOYEES. 879918 GOODWILL OPERATED FIVE WORKFORCE CONNECTION CENTERS, IN THE METROPOLITAN CHICAGO AREA, WITH LOCATIONS IN LOMBARD, NORTH RIVERSIDE AND IN THE WEST ENGLEWOOD COMMUNITY. THE CENTERS PROVIDED FREE JOB SEARCH AND SUPPORT SERVICES TO THE GENERAL PUBLIC, REGARDLESS OF INCOME OR OTHER QUALIFYING CRITERIA. THESE CENTERS WERE DEVELOPED TO HELP INDIVIDUALS WHO ARE UNEMPLOYED OR UNDEREMPLOYED FIND AND KEEP JOBS. WORKFORCE CONNECTION CENTER STAFF PROVIDE ASSISTANCE THROUGHOUT THE JOB SEARCH PROCESS, INCLUDING RESUME DEVELOPMENT, JOB LEADS/APPLICATIONS, COMPUTER ACCESS, JOB-SEARCH STRATEGIES, INTERVIEW PREP, AND ACCESS TO RESOURCES NEEDED TO SUSTAIN EMPLOYMENT. THE WORKFORCE CONNECTION CENTERS HOST EMPLOYER RECRUITMENT EVENTS TO CONNECT JOB SEEKERS WITH EMPLOYERS IN NEED OF EMPLOYEES. GOODWILL ALSO (CONTINUED ON SCHEDULE O) COLLABORATES WITH OTHER LOCAL ORGANIZATIONS TO CONNECT CENTER CUSTOMERS TO ADDITIONAL RESOURCES SUCH AS DRIVER'S LICENSE RECOVERY PROGRAMS, COUNSELING, BENEFITS ASSISTANCE, AND HELP WITH HOUSING AND OTHER CONCERNS. TOGETHER, THESE CENTERS PROVIDED SERVICES TO MORE THAN 4,000 PEOPLE IN 2025. 2765718 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 7 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X CJ WANG 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JAMES BORRIS TREASURER - AS OF 02/25 1.00 4.00 X X 0 0 0 TIMOTHY MATTKE TREASURER - THRU 02/25 1.00 4.00 X X 0 0 0 CARL VANDER WILT CHAIR 1.00 2.00 X X 0 0 0 IKE UMUNNAH SECRETARY 1.00 3.00 X X 0 0 0 DAVID MARCUS EX OFFICIO DIRECTOR - AS OF 02/25 1.00 3.00 X 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 2.00 50.00 X 0 849830 400215 JEFFREY DOCALAVICH ASSISTANT TREASURER 2.00 50.00 X 0 525572 252298 LATONYA BROOKS DIRECTOR WCC & PARTNERSHIP 40.00 0.00 X 135872 0 52586 DIANA MUNOZ DIRECTOR YOUTH ENGMNT 40.00 0.00 X 117044 0 48099 BASIL BUCHKO FORMER ASST. SECRETARY 0.00 0.00 X 0 170000 0 252916 1545402 753198 2 1 1 0 0 288307 1691787 1230937 3211031 3211031 0 0 0 491 491 1731289 1613419 117870 85121 77555 7566 187020 182270 4750 159375 149724 9651 154234 144647 9587 27986 27986 66133 65001 1132 36182 36182 397759 397609 150 34258 34247 11 4887 4707 180 134 134 26269 26269 5477 5477 ALLOCATED MANAGEMENT 294416 294416 3211031 2765718 294416 150897 0 0 228597 129987 0 176000 725634 554472 0 0 0 0 0 0 0 0 36298 69248 796185 785710 16803 10475 0 0 0 0 0 0 0 0 128644 581270 1135976 1521452 151253 190549 0 0 0 0 0 0 0 0 0 0 0 0 0 0 984723 1330903 1135976 1521452 X 0 0 0 0 0 0 1135976 1521452 0 0 X 0 1 X 1 0 X 1447825 1725935 1518496 1716697 3211031 9619984 1447825 1725935 1518496 1716697 3211031 9619984 806337 8813647 883 1875 3277 1738 0 7773 255 517 772 9628529 4326405 0.91540 0.97910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REBATES - 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 226. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. 2025 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 29. 2023 AMOUNT: $ 517. 2024 AMOUNT: $ 0. 2025 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 512242 512242 0 283943 273468 10475 10475 ROU ASSETS 581270 581270 DUE TO AFFILIATE 1325979 LEASE LIABILITIES 4924 1330903 X 3211031 0 3211031 0 3211031 3211031 0 3211031 0 3211031 PART X, LINE 2: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC., GOODWILL RETAIL SERVICES, INC. AND GOODWILL MANUFACTURING, INC. HAVE RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE ("IRS") INDICATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GOODWILL TALENTBRIDGE, LLC HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL FOLLOWS AUTHORITATIVE ACCOUNTING GUIDANCE RELATED TO THE UNCERTAINTY OF INCOME TAX POSITIONS. GOODWILL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AS OF DECEMBER 31, 2025 AND 2024, GOODWILL DOES NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO ITS TAX POSITIONS. GOODWILL FILES INFORMATION RETURNS IN THE U.S. FEDERAL AND THE STATES OF WISCONSIN AND ILLINOIS JURISDICTIONS. TAX YEARS OPEN UNDER THE FEDERAL STATUTE OF LIMITATIONS INCLUDE 2022 THROUGH 2025. TAX YEARS OPEN UNDER THE STATE OF WISCONSIN AND STATE OF ILLINOIS STATUTES INCLUDE 2021 THROUGH 2025. 1 1 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 0 586537 0 108958 0 154335 0 390108 0 10107 0 1250045 0 108958 JEFFREY DOCALAVICH ASSISTANT TREASURER 0 389805 0 62764 0 73003 0 238281 0 14017 0 777870 0 62764 LATONYA BROOKS DIRECTOR WCC & PARTNERSHIP 117832 0 13888 0 4152 0 31640 0 20946 0 188458 0 13888 0 BASIL BUCHKO FORMER ASST. SECRETARY 0 0 0 0 0 170000 0 0 0 0 0 170000 0 0 DIANA MUNOZ DIRECTOR YOUTH ENGMNT 104401 0 11630 0 1013 0 26428 0 21671 0 165143 0 11630 0 PART I, LINE 3: COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024. PART I, LINE 4A: SEVERANCE PAYMENT THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). BASIL BUCHKO $170,000 PART I, LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2025 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JACQUELINE HALLBERG - $14,222 PART I, LINES 5A - B AND 6A - B: LEADERSHIP INCENTIVE PLAN GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") PROVIDES AN INCENTIVE PLAN FOR CERTAIN MANAGEMENT PERSONNEL. THE PURPOSE OF GOODWILL'S LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO MOTIVATE EXECUTIVES TO ACHIEVE MISSION-RELATED OBJECTIVES AND TO PRODUCE MEASURABLE FINANCIAL RESULTS, WHICH WILL ENHANCE GOODWILL'S LONG-TERM VALUE TO THE COMMUNITIES SERVED AND WILL PROMOTE THE FINANCIAL SECURITY AND STABILITY OF THE ORGANIZATION. THE PLAN INCLUDES FINANCIAL PERFORMANCE GOALS BASED ON REVENUE AND NET INCOME AND A MISSION-RELATED GOAL. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCE AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS GOODWILL IS THE SOLE CORPORATE MEMBER OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT GOVERNING BODY GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY ELECTS THE BOARD OF DIRECTORS OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OR STOCKHOLDERS WHO MAY APPROVE DECISIONS GOODWILL IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY APPROVES THE ACTIONS OF GOODWILL-CHICAGO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW AN INDEPENDENT ACCOUNTING FIRM PREPARED THE IRS FORM 990 AND RELATED SCHEDULES. THE ORGANIZATION'S FINANCE TEAM REVIEWED THE COMPLETED FORM. MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FORM AT ITS JUNE 3, 2026 COMMITTEE MEETING. IN ADDITION, MEMBERS OF THE FULL BOARD WERE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM PRIOR TO FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") MAINTAINS A CONFLICT OF INTEREST POLICY ("POLICY"). THE PURPOSE OF THE POLICY IS TO PROTECT GOODWILL'S INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE FINANCIAL INTEREST OF AN INTERESTED PERSON SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF GOODWILL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, HE OR SHE SHALL RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION, WHETHER THE TRANSACTION REFLECTS FAIR MARKET VALUE, HAS NO BEARING ON THE RELATIONSHIP, AND IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES' ("GOODWILL") COMPENSATION PACKAGE INCLUDES A SALARY, DEFINED CONTRIBUTION PLAN AND HEALTH AND WELFARE BENEFITS. GOODWILL ENGAGED AN INDEPENDENT FIRM TO ASSESS REASONABLENESS OF ITS COMPENSATION PACKAGE FOR TOP MANAGEMENT POSITIONS. THE FIRM ASSESSED COMPENSATION USING SURVEY DATA REPRESENTING SIMILAR POSITIONS BASED ON INDUSTRY, REVENUE, NUMBER OF EMPLOYEES AND OTHER PEER GROUP DATA. THE REPORT WAS REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF DIRECTORS AND COMPENSATION FOR GOODWILL'S TOP MANAGEMENT POSITIONS WAS APPROVED BY A COMMITTEE VOTE ON NOVEMBER 6, 2024. FORM 990, PART VI, SECTION C, LINE 18 PUBLIC AVAILABILITY GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. AND AFFILIATES ("GOODWILL") POSTS ITS GOVERNING DOCUMENTS, ANNUAL REPORT, FINANCIAL STATEMENTS AND FORMS 990 TO ITS WEBSITE. GOODWILL ALSO MAKES THIS INFORMATION, AND OTHER REQUIRED DISCLOSURES, AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 REFER TO NARRATIVE LISTED FOR LINE 18. GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC 6055 N 91ST STREET MILWAUKEE WI 53225 390808491 HUMAN SERVICE WI 501(C)(3) LINE 7 N/A 0 GOODWILL MANUFACTURING INC 6055 N 91ST STREET MILWAUKEE WI 53225 352531359 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0