2026-06-25T06:17:27-05:00 2025-12-31 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2025-01-01 390808491 GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC GOOD 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 JACQUELINE HALLBERG PRESIDENT 4148474200 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 187885173 0 X WWW.GOODWILLGREATERMC.ORG X 1919 WI CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. 20 20 1586 175 0 0 30930321 36082197 82845940 88104481 -3448920 3113801 386365 141273 110713706 127441752 1012869 517614 0 0 88902630 94960389 0 0 426077 15965294 17281565 105880793 112759568 4832913 14682184 232511095 247721056 52377641 52877513 180133454 194843543 X THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS: CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. GOODWILL IS DEDICATED TO CREATING COLLECTIVE COMMUNITY IMPACT THROUGH (CONTINUED ON SCHEDULE O) 0 0 64953856 74929398 GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. GOODWILL GREAT LAKES PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES THROUGH THE ABILITYONE PROGRAM. COMPETITIVE WAGES AND BENEFITS, TRAINING, AND AN OPPORTUNITY FOR CAREER ADVANCEMENT ARE OFFERED TO THE EMPLOYEES. IN 2025, GOODWILL GREAT LAKES SERVED MORE THAN 12.2 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS AND GOODWILL GREAT LAKES EMPLOYED NEARLY 1,193 PEOPLE, INCLUDING MORE THAN 500 INDIVIDUALS WITH SIGNIFICANT DISABILITIES. (CONTINUED ON SCHEDULE O)GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES AT GREAT LAKES WHO MAY OTHERWISE FACE CHALLENGES FINDING AND KEEPING OPPORTUNITIES TO WORK. GOODWILL'S EXPERIENCE IN REHABILITATION ENABLES THE ORGANIZATION TO PROVIDE APPROPRIATE ACCOMMODATIONS TO ENSURE THAT INDIVIDUALS WITH SIGNIFICANT DISABILITIES CAN PERFORM THEIR ASSIGNED JOB FUNCTIONS. SOME EXAMPLES ARE CHANGES IN WORK SCHEDULE OR JOB FUNCTION TO ACCOMMODATE DISABILITY-RELATED ISSUES, INTERPRETERS FOR PEOPLE WITH HEARING IMPAIRMENT, AND MOBILITY TRAINING FOR PEOPLE WITH VISUAL IMPAIRMENT OR PHYSICAL DISABILITIES. GOODWILL ALSO SUPPORTS ITS WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE ORGANIZATION. THIS SUPPORT INCLUDES WORKSHOPS, ON-THE-JOB TECHNICAL TRAINING, ONE-ON-ONE COUNSELING/COACHING SESSIONS, CAREER DEVELOPMENT AND PLACEMENT ACTIVITIES, AND REFERRAL TO COMMUNITY RESOURCES. TRAINING TOPICS INCLUDE JOB RETENTION SKILLS AND LIFE SKILLS, SUCH AS EMPLOYER EXPECTATIONS, CUSTOMER SERVICE, ATTENDANCE, APPEARANCE, HYGIENE, COMMUNICATION, ATTITUDE, TEAMWORK, TIME/ANGER/STRESS MANAGEMENT, FINANCIAL MANAGEMENT, AND SELF-EMPOWERMENT. IN ADDITION TO INTERNAL TRAINING PROGRAMS, GOODWILL OFFERS TUITION REIMBURSEMENT FOR COURSES TAKEN THROUGH LOCAL EDUCATIONAL INSTITUTIONS, AND CAREER ADVANCEMENT SERVICES THAT ARE AVAILABLE TO OUR EMPLOYEES. 35590003 517614 23747413 MISSION SERVICESGOODWILL'S MISSION SERVICES HELPS PROGRAM PARTICIPANTS BUILD JOB AND LIFE SKILLS THROUGH A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH BARRIERS TO EMPLOYMENT. PROGRAMS AND SERVICES PROVIDE JOB TRAINING AND PLACEMENT, CAREER PATHWAYS AND SUPPORT SYSTEMS THAT EMPOWER INDIVIDUALS TO ACHIEVE INDEPENDENCE AND STABILITY. DURING 2025, GOODWILL PROVIDED SERVICES TO MORE THAN 17,162 INDIVIDUALS AND PLACED PEOPLE INTO OVER 2,451 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. (CONTINUED ON SCHEDULE O) 100543859 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 95 0 1 1586 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X CJ WANG 4148474200 6055 N 91ST STREET MILWAUKEE WI 53225 IRENE SUDAC BOARD CHAIR 2.00 0.00 X X 0 0 0 DAVID MARCUS DIR, VICE CHAIR 2.00 2.00 X X 0 0 0 ROBERT KLUG TREASURER 2.00 2.00 X X 0 0 0 THOMAS SAVAGE SECRETARY 2.00 2.00 X X 0 0 0 ROB BIRSE DIRECTOR 2.00 0.00 X 0 0 0 JAMES BORRIS DIRECTOR 2.00 3.00 X 0 0 0 STEVEN BAUMGARTNER DIRECTOR 1.00 0.00 X 0 0 0 JACQUELINE BOWLES DIRECTOR 2.00 1.00 X 0 0 0 LAURA GOUGH DIRECTOR 2.00 0.00 X 0 0 0 JESUS GONZALEZ DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE GREENE DIRECTOR 2.00 1.00 X 0 0 0 LISA MERCHANT-HARRELL DIRECTOR 2.00 0.00 X 0 0 0 BRADLEY KALSCHAEUR DIRECTOR 2.00 0.00 X 0 0 0 TIMOTHY MATTKE DIRECTOR 2.00 1.00 X 0 0 0 RICHARD MEEUSEN DIRECTOR 2.00 0.00 X 0 0 0 SHEILA SHAFFIE DIRECTOR 1.00 0.00 X 0 0 0 MARK THOMAS DIRECTOR 2.00 0.00 X 0 0 0 IKE UMUNNAH DIRECTOR 2.00 2.00 X 0 0 0 CARL VANDER WILT DIRECTOR 2.00 1.00 X 0 0 0 MARILYN VOLLRATH DIRECTOR 2.00 0.00 X 0 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 40.00 12.00 X 849830 0 400215 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 40.00 12.00 X 525572 0 252298 CLAYTON PRYOR CHIEF MISSION OFFICER 40.00 0.00 X 366469 0 146234 KENT WALTERS SVP GW GREAT LAKES 40.00 0.00 X 351854 0 162850 ELIZABETH MCNALLY VP STRATEGIC PLANNING COS 40.00 0.00 X 350740 0 150884 NATHAN CASEY SR VICE PRESIDENT MARKETING 40.00 0.00 X 262543 0 134855 SHAMIRAN CHALABI VICE PRESIDENT FINANCE 40.00 0.00 X 292700 0 153865 BASIL BUCHKO FORMER ASSISTANT SECRETARY 0.00 0.00 X 170000 0 0 3169708 0 1401201 104 1 1 0 GREAT LAKES RESOURCES INC 1010 E WASHINGTON AVE STE 314 MADISON WI 53703 TEMP STAFFING AGENCY 19580970 SHIELDS FACILITIES MAINTENANCE LLC 1777 SENTRY PKWY WEST STE 305 BLUE BELL PA 19422 MECHANICAL CONTRACTING SERVICES 1124290 ECOLAB INC 1 ECOLAB PLACE ST PAUL MN 55102 INDUSTRIAL SUPPLIES 753522 PEREIRA & O'DELL LLC 1265 BATTERY STREET 4TH FLOOR SAN FRANCISCO CA 94111 MARKETING 710000 FIRST STUDENT INC 22157 NETWORK PL CHICAGO IL 60673 TRANSPORTATION & BUS SERVICE 582000 38 100000 98354 24462144 10572330 849369 36082197 GREAT LAKES PROGRAMS AND SERVICES 561499 74929398 74929398 PARTICIPANT PROGRAM AND SERVICES 624100 13175083 13175083 88104481 2644454 2644454 469347 0 469347 469347 469347 7535 98354 73079 -65544 -65544 60430984 60370342 60642 60642 MISCELLANEOUS INCOME 900099 146175 146175 146175 127441752 88165123 0 3194432 X 288307 288307 229307 229307 1856193 1814045 42148 70032963 51278219 18519854 234890 2851041 1455410 1370869 24762 14383105 12369837 2004771 8497 5837087 4320426 1493212 23449 580765 580765 196647 196647 26484450 21049718 5400500 34232 2628564 197861 2430703 4453239 4284204 166351 2684 3421488 697223 2709477 14788 2046279 1089681 940199 16399 2226869 1811771 411028 4070 773877 603319 152952 17606 355896 335 355561 1325828 147642 1175680 2506 784278 720599 63633 46 ALLOCATED MANAGEMENT -27996615 -27996615 112759568 100543859 11789632 426077 51793653 67029499 145958 203465 25632042 31121183 865111 925753 1415037 1719972 194888801 113112445 86791645 81776356 65867649 64944828 232511095 247721056 21898213 24199972 157576 17301 7590579 7011887 22731273 21648353 52377641 52877513 X 179989985 194456480 143469 387062 180133454 194843543 232511095 247721056 X 14682184 27905 X 0 1 X 1 1 1 X 17285530 39675312 37512026 30930321 36082197 161485386 17285530 39675312 37512026 30930321 36082197 161485386 101753643 59731743 91282 444513 1848984 2720902 2644454 7750135 7566 179509 155569 140418 153710 636772 169872293 638937485 0.35160 0.46550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFETERIA/VENDING INCOME - 2021 AMOUNT: $ 7,566. 2022 AMOUNT: $ 4,313. 2023 AMOUNT: $ 2,881. 2024 AMOUNT: $ 0. 2025 AMOUNT: $ 0. REBATES - 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 171,591. 2023 AMOUNT: $ 106,372. 2024 AMOUNT: $ 108,814. 2025 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 3,605. 2023 AMOUNT: $ 46,316. 2024 AMOUNT: $ 31,604. 2025 AMOUNT: $ 153,710. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32118278 32118278 124042560 86194551 37848009 4348456 1427626 2920830 27475372 19822573 7652799 6904135 5667695 1236440 81776356 DUE FROM GW MANUFACTURING 41452643 ROU ASSETS 19224458 DUE FROM GW RETAIL 2123479 457(B) PLAN 1144441 DUE FROM GW-CHICAGO 857690 SECURITY DEPOSIT 98139 OTHER ASSETS 43978 64944828 OBLIG. UNDER LEASE LIABILITIES 20442618 457(B) PLAN 1144441 ACCRUED SWAP INTEREST 61294 21648353 X 187681621 60239869 60239869 127441752 0 127441752 172993083 60233515 60233515 112759568 0 112759568 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 60,370,342. INTERCOMPANY TEMPORARY HELP -203,552. FUNDRAISING EVENT EXPENSES 73,079. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 60,370,342. INTERCOMPANY TEMPORARY HELP -203,552. FUNDRAISING EVENT EXPENSES 73,079. UNREALIZED SWAP INTEREST -6,354. NEW LIVES 105889 98354 7535 5000 68079 105889 98354 7535 5000 68079 73079 -65544 1 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 501(C)(3) 288307 0 GRANT - SEE FORM 990 1 MERCHANDISE VOUCHERS 9078 226962 FMV MERCHANDISE VOUCHER JOB SEEKING MATERIALS 18 2345 FMV MISCELLANEOUS PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. GOODWILL PROVIDES ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING HARDSHIP EITHER DIRECTLY OR THROUGH OTHER SOCIAL SERVICE AGENCIES. GOODWILL AND AGENCY REPRESENTATIVES DISTRIBUTE MERCHANDISE VOUCHERS THAT MAY BE REDEEMED FOR CLOTHING, HOUSEHOLD ITEMS, TRANSPORTATION, MEALS, AND JOB-SEEKING SUPPORT FROM GOODWILL STORES. X X X X 1 1 0 1 1 1 1 0 0 JACQUELINE HALLBERG PRESIDENT & CEO 586537 0 108958 0 154335 0 390108 0 10107 0 1250045 0 108958 0 JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 389805 0 62764 0 73003 0 238281 0 14017 0 777870 0 62764 0 KENT WALTERS SVP GW GREAT LAKES 264158 0 73592 0 14104 0 140933 0 21917 0 514704 0 73592 0 CLAYTON PRYOR CHIEF MISSION OFFICER 282909 0 69019 0 14541 0 136181 0 10053 0 512703 0 69019 0 ELIZABETH MCNALLY VP STRATEGIC PLANNING COS 237203 0 32759 0 80778 0 140933 0 9951 0 501624 0 0 0 SHAMIRAN CHALABI VICE PRESIDENT FINANCE 234078 0 37583 0 21039 0 143475 0 10390 0 446565 0 34883 0 NATHAN CASEY SR VICE PRESIDENT MARKETING 241231 0 20000 0 1312 0 113683 0 21172 0 397398 0 0 0 BASIL BUCHKO FORMER ASSISTANT SECRETARY 0 0 0 0 170000 0 0 0 0 0 170000 0 0 0 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 KENT WALTERS - $6,750 ELIZABETH MCNALLY - $23,500 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. THE PLAN IS ADMINISTERED BY GOODWILL'S PRESIDENT WITH REVIEW AND APPROVAL BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 NONEAVAIL 2012-12-20 13500000 LAND AND BUILDING EXPANSION 0 0 0 A 6445000 13500000 106000 9489000 3905000 2012 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 PART I, COLUMN F DESCRIPTION OF PURPOSE DURING 2012, THE FILING ORGANIZATION ISSUED A NEW BOND TO PARTIALLY REFUND A 2002 BOND. FORM 990, PART III, LINE 1 ITS PURPOSE-DRIVEN PARTNERSHIPS, BUSINESSES AND COMMUNITY ACTION. GOODWILL IS FOCUSED ON STRENGTHENING COMMUNITIES, ELIMINATING BARRIERS TO OPPORTUNITY, HELPING PEOPLE CONNECT TO VALUABLE EMPLOYMENT AND RESOURCES. GOODWILL PURSUES ITS MISSION BY HELPING PEOPLE BUILD JOB AND LIFE SKILLS TO SHAPE A RESILIENT WORKFORCE, PROVIDING PATHWAYS FOR YOUTH AND REMOVING BARRIERS FOR OUR COMMUNITIES. ANCHORED IN WORKFORCE DEVELOPMENT, GOODWILL PROVIDES JOB AND PLACEMENT SUPPORT, ACCESS TO RESOURCES THAT HELP NAVIGATE EMPLOYMENT CHALLENGES AND PREPARATION FOR THE WORKPLACE TO MAINTAIN EMPLOYMENT. GOODWILL ADDRESSES BARRIERS BY PROVIDING COMMUNITY RESOURCES FOR BARRIERS SUCH AS DEPENDENT CARE, TRANSPORTATION, UNEMPLOYMENT, EDUCATION, POVERTY, LANGUAGE, DISABILITY, HOUSING, SKILLS GAPS, RE-ENTRY, AND AGE. AS PART OF BUILDING A PIPELINE FOR THE LOCAL WORKFORCE, GOODWILL IS ALSO HELPING TEENS AND YOUNG ADULTS. BY PROVIDING PROGRAMS AND SERVICES FOR CAREER EXPLORATION AND JOB READINESS TRAINING, MORE TEENS AND YOUNG ADULTS CAN SUSTAIN EMPLOYMENT AND IDENTIFY CAREER ADVANCEMENT OPPORTUNITIES. COMMUNITY-BASED SUPPORT IS PROVIDED TO REMOVE BARRIERS AND BUILD INDEPENDENCE FOR INDIVIDUALS BY SUPPORTING HEALTH, INDEPENDENCE AND ECONOMIC STABILITY FOR MORE SUSTAINABLE AND INDEPENDENT LIVES. ABOUT GOODWILL INDUSTRIES OF SOUTHEASTERN, WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., ("GOODWILL") WAS FORMED IN 1919 AND IS A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH 501(C)(3) STATUS. IT IS THE SOLE CORPORATE MEMBER OF GOODWILL RETAIL SERVICES, INC.; GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO, INC.; GOODWILL MANUFACTURING, INC; AND GOODWILL TALENTBRIDGE, LLC, A WHOLLY OWNED SINGLE-MEMBER LLC THAT IS DISREGARDED AS A SEPARATE ENTITY FOR FEDERAL TAX PURPOSES ("ITS AFFILIATED CORPORATIONS"). EACH OF THE CORPORATIONS FILES A SEPARATE FORM 990; THE LIMITED LIABILITY COMPANY REPORTS ITS INCOME AND EXPENSES ON THE GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FORM 990. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN AND ITS AFFILIATED CORPORATIONS COMPOSE ONE OF THE LARGEST OF MORE THAN 150 INDEPENDENT GOODWILL ORGANIZATIONS IN NORTH AMERICA. THE COMBINED SOUTHEASTERN WISCONSIN GOODWILL ENTITIES OFFER PROGRAMS AND SERVICES AT 81 LOCATIONS AND SERVED MORE THAN 18,500 PEOPLE IN 2025. BEGINNING WITH ITS FIRST WORKSHOP IN A MILWAUKEE CHURCH BASEMENT, WHERE DONATIONS WERE SORTED AND PREPARED FOR SALE IN A SMALL STORE NEARBY, GOODWILL HAS OFFERED WHAT ITS FOUNDER DESCRIBED AS "A CHANCE, NOT CHARITY" TO PEOPLE WITH BARRIERS. TO FULFILL ITS PRIMARY PURPOSES OF EMPLOYMENT AND SELF-SUFFICIENCY FOR PEOPLE WITH DISABILITIES OR DISADVANTAGES, GOODWILL TAKES AN ENTREPRENEURIAL APPROACH. OVER THE YEARS, GOODWILL HAS PURSUED A VARIETY OF ENTERPRISES TO HELP PREPARE INDIVIDUALS FOR EMPLOYMENT AND PLACE THEM IN JOBS BOTH IN THE COMMUNITY AND WITHIN GOODWILL'S OWN OPERATIONS. GOODWILL OPERATES STORE AND DONATION CENTERS, OUTLETS, AND ECOMMERCE; PROVIDES FOOD SERVICE SUPPORT AND OTHER SERVICE ACTIVITIES FOR THE UNITED STATES NAVY; AND DELIVERS A WIDE VARIETY OF SOCIAL SERVICES, INCLUDING VOCATIONAL TRAINING, EMPLOYMENT SERVICES, SUPPORTED EMPLOYMENT, AND ADULT DAY SERVICES. THE INFORMATION THAT FOLLOWS APPLIES TO GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION, WHICH INCLUDES GOODWILL GREAT LAKES AND MISSION SERVICES BUSINESS UNITS, AS WELL AS TALENTBRIDGE, LLC. IN 2025, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., THE PARENT CORPORATION: - IMPACTED MORE THAN 119,413 LIVES - PROVIDED PROGRAMS AND SERVICES TO MORE THAN 18,538 PEOPLE - CONNECTED PEOPLE TO MORE THAN 3,968 JOBS - SERVED NEARLY 12,170,182 MEALS TO UNITED STATES NAVY SAILORS AND RECRUITS. - DELIVERED MORE THAN 338,716 MEALS TO SENIOR CITIZENS. - SUPPLIED FAMILIES IN NEED WITH MORE THAN 4,948 GOODWILL CARES VOUCHERS, TOTALING MORE THAN $213,366 FOR MERCHANDISE FROM GOODWILL STORE & DONATION CENTERS. - MAINTAINED COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) CERTIFICATION. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: WORKFORCE DEVELOPMENT SERVICES GOODWILL'S WORKFORCE DEVELOPMENT SERVICES IN SOUTHEASTERN WISCONSIN INCLUDE EMPLOYMENT SERVICES, SUPPORTED EMPLOYMENT, EVALUATION, JOB PLACEMENT, MENTORING, INTERNSHIPS, AND SKILLS TRAINING. GOODWILL OPERATED THREE WORKFORCE CONNECTION CENTERS AS WELL AS COMMUNITY ACCESS POINTS AT A DOMESTIC VIOLENCE CENTER, HOMELESS SHELTER, AND PUBLIC LIBRARIES. THE CENTERS PROVIDE FREE JOB SEARCH AND SUPPORT SERVICES TO THE 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 ASSIST PEOPLE 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 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 3,634 PEOPLE IN 2025. SINCE 1989, GOODWILL HAS PARTNERED WITH THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING, ONE OF THE FIRST ONE-STOP JOB CENTERS, CONSIDERED "BEST PRACTICE" ON BOTH A NATIONAL AND INTERNATIONAL LEVEL. AT THE JOB CENTER, GOODWILL OFFERS EXTENSIVE EMPLOYMENT SERVICES THAT INCLUDE JOB SEEKING AND RETENTION, LIFE SKILLS SESSIONS, ONE-ON-ONE CONSULTATION, MENTORING AND FOLLOW-UP. CASE MANAGEMENT SERVICES INCLUDE PROGRAM ORIENTATION, ASSESSMENT, DEVELOPMENT OF EMPLOYABILITY PLANS, EMPLOYMENT COUNSELING, JOB SEEKING SKILLS, JOB SEARCH ACTIVITIES, AND REFERRALS TO COMMUNITY PARTNERS FOR AGENCY SERVICES AND ADULT EDUCATION. GOODWILL'S WORKFORCE DEVELOPMENT TRAINING PROGRAMS FOCUS ON PROVIDING WORK AND LIFE SKILLS AND SECTOR-SPECIFIC TRAINING TO HELP PARTICIPANTS FIND WORK OR START A CAREER. PARTICIPANTS IN THESE PROGRAMS RECEIVE PRACTICAL SKILLS TRAINING AS WELL AS INSTRUCTION IN EMPLOYER EXPECTATIONS, WORKPLACE BEHAVIOR, AND INTERPERSONAL SKILLS. JOB PLACEMENT AND RETENTION SERVICES ENSURE THAT GOODWILL GRADUATES ARE SUCCESSFULLY PLACED. JOB COACHES PROVIDE ON-SITE GUIDANCE TO NEWLY PLACED GOODWILL PROGRAM PARTICIPANTS TO ENSURE SUCCESSFUL INTEGRATION INTO THE WORKPLACE ENVIRONMENT. CUSTOMIZED TALENT ACQUISITION AND TRAINING PROGRAMS HAVE ALSO BEEN DEVELOPED WITH COLLABORATIVE COMMUNITY PARTNERS TO HELP EMPLOYERS FIND TALENT AND HELP PEOPLE ATTACH TO THE WORKFORCE, WHILE RECEIVING THE TRAINING AND SUPPORTS NEEDED TO ENSURE SUCCESS ON THE JOB. OTHER TRAINING PROGRAMS INCLUDE JOB RE-ENTRY AND OUTREACH SERVICES TO INDIVIDUALS RECENTLY RELEASED OR CURRENTLY IN PRISON IN THE KENOSHA AREA. IN 2025, GOODWILL PROVIDED WORKFORCE DEVELOPMENT SUPPORTS FOR MORE THAN 4,991 INDIVIDUALS. THESE SUPPORTS INCLUDED BENEFITS COUNSELING, ANCILLARY VOCATIONAL SERVICES SUCH AS FINANCIAL LITERACY, AND OTHER WORK-RELATED SUPPORTS SUCH AS CHILDCARE CASE MANAGEMENT. COMMUNITY SERVICES AND SUPPORTS GOODWILL PROVIDED COMMUNITY SUPPORTS IN 2025 TO 5,123 ADULTS THROUGH A VARIETY OF PROGRAMS. GOODWILL'S DAY SERVICES PROGRAMS SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURIES TO ENJOY MORE INDEPENDENT AND ACTIVE LIVES IN THE COMMUNITY AT FOUR LOCATIONS. THESE PROGRAMS OFFER DAILY ACTIVITIES INCLUDING COMMUNITY OUTINGS, RECREATION, SOCIALIZATION, VOLUNTEERING, ENHANCING LIFE SKILLS, AND PROMOTING SELF-ADVOCACY. PROGRAMS ALSO OFFER PEACE OF MIND AS WELL AS RESPITE FOR WORKING CAREGIVERS. THROUGHOUT 2025, NEARLY 188 INDIVIDUALS WERE SERVED BY GOODWILL'S DAY SERVICES PROGRAMS. GOODWILL'S COMMUNITY SERVICES HELP IMPROVE THE QUALITY OF LIFE FOR SENIORS AND THEIR FAMILIES. COMMUNITY SERVICES PROVIDES SUPPORT FOR PEOPLE WHO FIND IT DIFFICULT TO WORK OR CANNOT PARTICIPATE IN GOODWILL'S EMPLOYMENT PROGRAMS DUE TO INCREASING AGE OR HEALTH CONDITIONS. THESE PROGRAMS ASSIST SENIORS IN MAINTAINING THEIR INDEPENDENCE, WITH THE GOAL OF DECREASING PREMATURE AND UNNECESSARY INSTITUTIONALIZATION. DURING 2025, GOODWILL'S HOME DELIVERED MEALS SERVED OVER 2,268 MILWAUKEE COUNTY SENIOR CITIZENS WITH MORE THAN 338,716 MEALS DELIVERED TO THEIR HOMES. GOODWILL'S TEAM AT THE KENOSHA COUNTY JOB CENTER/HUMAN SERVICES BUILDING PROVIDES SEVERAL ADDITIONAL SUPPORTIVE SERVICES, INCLUDING CAREGIVERS SUPPORTS, COORDINATING REGIONAL EFFORTS FOR COMPREHENSIVE COMMUNITY SERVICES IN KENOSHA AND RACINE, AND COMMUNITY OUTREACH PROGRAMS. THROUGH THE ADULT PROTECTIVE SERVICES PROGRAM, GOODWILL PROVIDES INTERVENTION FOR INDIVIDUALS WITH PHYSICAL DISABILITIES WHO ARE AT-RISK AND ELDERLY PERSONS BY IDENTIFYING CASES OF PHYSICAL ABUSE, NEGLECT, FINANCIAL ABUSE OR SELF-NEGLECT. GOODWILL'S TEAM ALSO PROVIDES ADMINISTRATIVE SERVICES FOR THE DIVISION OF CHILDREN AND FAMILY SERVICES AND CENTRAL SERVICES FOR THE DEPARTMENT OF HUMAN SERVICES. IN 2025, MORE THAN 9,785 PEOPLE IN THE KENOSHA AREA RECEIVED ASSISTANCE FROM THE HOLIDAY HOUSE PROGRAM, WHICH PROVIDES WINTER COATS, TOYS, AND HOLIDAY FOOD BASKETS TO FAMILIES IN NEED. 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. GOODWILL TALENTBRIDGE, LLC GOODWILL TALENTBRIDGE IS GOODWILL'S OWN RECRUITING AND STAFFING SERVICE. THOUSANDS OF PEOPLE COME TO GOODWILL EACH YEAR LOOKING FOR JOBS. TALENTBRIDGE'S CRITICAL ROLE IS TO CULTIVATE EMPLOYER RELATIONSHIPS AND BUILD PARTNERSHIPS WITH EMPLOYERS THAT RESULT IN INCREASED JOB PLACEMENT OPPORTUNITIES. TALENTBRIDGE OFFERS EMPLOYERS A WIDE RANGE OF SOLUTIONS AND SERVICES, INCLUDING CONTRACT EMPLOYMENT, CONTRACT TO HIRE, DIRECT PLACEMENT, AND RECRUITMENT PROCESS OUTSOURCING. IT PROVIDES JOB PLACEMENT IN AN ARRAY OF INDUSTRIES, INCLUDING MANUFACTURING, HEALTHCARE, EDUCATION, FINANCE, BANKING, PROFESSIONAL, ADMINISTRATIVE, CALL CENTER, AND FOOD SERVICE. IN 2025, GOODWILL TALENTBRIDGE PLACED INDIVIDUALS INTO MORE THAN 1,500 EMPLOYMENT OPPORTUNITIES. FORM 990, PART V, LINE 2A: NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE GOODWILL IS THE COMMON PAYMASTER FOR ITS AFFILIATES, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR GOODWILL. 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 ACCOUNTING 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 REPORTS, 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. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 497,925. MANAGEMENT AND GENERAL EXPENSES 1,179,147. TOTAL EXPENSES 1,677,072. LEASED EMPLOYEES: PROGRAM SERVICE EXPENSES 19,094,141. MANAGEMENT AND GENERAL EXPENSES 219,552. TOTAL EXPENSES 19,313,693. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 993,357. MANAGEMENT AND GENERAL EXPENSES 1,352,409. FUNDRAISING EXPENSES 34,008. TOTAL EXPENSES 2,379,774. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 107,864. MANAGEMENT AND GENERAL EXPENSES 1,489,963. FUNDRAISING EXPENSES 224. TOTAL EXPENSES 1,598,051. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 286,767. MANAGEMENT AND GENERAL EXPENSES 578,015. TOTAL EXPENSES 864,782. CONSULTING FEES: PROGRAM SERVICE EXPENSES 69,664. MANAGEMENT AND GENERAL EXPENSES 581,414. TOTAL EXPENSES 651,078. FORM 990, PART XI, LINE 9: ASSET RECOVERY 21,551. UNREALIZED SWAP INTEREST 6,354. GOODWILL TALENTBRIDGE LLC 6055 N 91ST STREET MILWAUKEE WI 53225 271303707 STAFFING WI 12351070 1291034 GOODWILL SEW GOODWILL RETAIL SERVICES INC 6055 N 91ST STREET MILWAUKEE WI 53225 392040239 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 1 GOODWILL INDUSTRIES OF METRO CHICAGO INC 6055 N 91ST STREET MILWAUKEE WI 53225 364455490 HUMAN SERVICE IL 501(C)(3) LINE 7 GOODWILL SE WI 1 GOODWILL MANUFACTURING INC 6055 N 91ST STREET MILWAUKEE WI 53225 352531359 SUPPORTING WI 501(C)(3) LINE 12A, I GOODWILL SE WI 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 GOODWILL RETAIL SERVICES INC A 348954 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC B 288307 GOODWILL RETAIL SERVICES INC C 24462144 GOODWILL RETAIL SERVICES INC J 3367655 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC L 293413 GOODWILL RETAIL SERVICES INC L 27318313 GOODWILL RETAIL SERVICES INC N 4597345 GOODWILL INDUSTRIES OF METROPOLITAN CHICAGO INC P 136558 GOODWILL RETAIL SERVICES INC P 6227555 PART VI, LINE 1O: TRANSACTIONS WITH RELATED ORGANIZATIONS GOODWILL SHARES PAID EMPLOYEES WITH ITS RELATED ORGANIZATIONS; HOWEVER, THE EXACT AMOUNT OF SUPPORT IS NOT READILY DETERMINABLE.