2024-10-29T10:33:02-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-01-01 463331510 HEARTLAND GOODWILL ENTERPRISES HEAR 3192484633 8200 6TH STREET SW CEDAR RAPIDS IA 52404 PATRICIA AIRY PRESIDENT 3192484633 2024-10-24 1 0 NICOLE LEE P01307175 8605614000 2024-10-24 2023 2024-10-15 13:58:12Z PATRICIA AIRY 8200 6TH STREET SW CEDAR RAPIDS IA 52404 16064304 0 X N/A X 2013 IA TO ENCOURAGE AND ENHANCE THE DIGNITY, SELF-RESPECT AND SOCIAL AND ECONOMIC INDEPENDENCE OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 5 5 59 5 0 0 1000 7952 1069528 2034308 3345 11200 3001370 2094532 4075243 4147992 0 0 0 0 906470 1550495 0 0 0 1750027 1896159 2656497 3446654 1418746 701338 13315004 11305142 12146757 9435557 1168247 1869585 TO ENCOURAGE AND ENHANCE THE DIGNITY, SELF-RESPECT AND SOCIAL AND ECONOMIC INDEPENDENCE OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 0 0 1952411 2094532 PRODUCT REVENUE:THIS PROGRAM SUPPORTS THE MISSION BY PROVIDING EMPLOYMENT IN FOOD PACKAGING FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 1485447 2034308 CONTRACTS WITH BUSINESSES:THIS PROGRAM SUPPORTS THE MISSION BY PROVIDING VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. 3437858 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 59 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X GOODWILL INDUSTRIES OF THE HEARTLAND 3192484633 8200 6TH STREET SW CEDAR RAPIDS IA 52404 AIRY PATRICIA PRESIDENT 1.50 40.00 X 0 326030 21128 ERB TAMERA SVP CFO 1.50 40.00 X 0 180471 19366 MAHONEY COLIN CHAIRPERSON 0.50 2.00 X X 0 0 0 KILBURG DESIREE TREASURER 0.50 2.00 X X 0 0 0 SIMS GARY SECRETARY AS OF 08/23 0.50 2.00 X X 0 0 0 SCHNEIDER JOHN SECRETARY THRU 06/23 0.50 2.00 X X 0 0 0 BANKER JULIE BOARD MEMBER 0.50 2.00 X 0 0 0 MAINARDI JOSE BOARD MEMBER THRU 04/23 0.50 2.00 X 0 0 0 HUGUNIN GRADY BOARD MEMBER 0.50 2.00 X 0 0 0 0 506501 40494 0 0 1 0 SOURCEAMERICA PO BOX 79424 BALTIMORE MD 212790424 NISH FEES 271523 JB HUNT 615 JB HUNT CORPORATE DRIVE LOWELL AR 72745 LOGISTICS 222150 COWEN LOGISTICS LLC 4555 HOLLINS FERRY ROAD BALTIMORE MD 21227 LOGISTICS 158650 3 7952 7952 SERVICE CONTRACTS 812900 2034308 2034308 2034308 11200 11200 14010844 11916312 2094532 2094532 4147992 4128840 0 11200 1356902 1356902 27050 27050 40074 40074 126469 126469 118853 112853 6000 2796 2796 237888 237888 166315 166315 661620 661620 16693 16693 655550 655550 RENTAL AND EQUIPMENT MA 35264 35264 EMPLOYEE RELATIONS 1180 1180 3446654 3437858 8796 0 4780590 723484 99056 290858 548865 716392 33966 4169 11666455 2096216 5875134 9570239 1977393 0 13315004 11305142 418927 185060 2378872 2140832 662500 562500 8686458 6547165 12146757 9435557 X 1164747 1869585 3500 0 1168247 1869585 13315004 11305142 701338 0 X 0 1 X 0 0 X X 1 GOODWILL INDUSTRIES OF THE HEARTLAND 420923563 10 1 78000 0 1 78000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2417867 2417867 1812219 22840 1789379 4930260 1484270 3445990 2506109 589106 1917003 9570239 DUE TO GOODWILL INDUSTRIES OF THE HEARTLAND 6547165 6547165 X 4147992 0 4147992 0 4147992 3446654 0 3446654 0 3446654 PART X, LINE 2: THE ORGANIZATION AND SUBSIDIARY ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION AND SUBSIDIARY FILE INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THEY FOLLOW THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS AND HAVE DETERMINED THAT THEY WERE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 AIRY PATRICIA PRESIDENT 0 311187 0 0 0 14843 0 18576 0 2552 0 347158 0 0 ERB TAMERA SVP CFO 0 172158 0 1257 0 7056 0 10549 0 8817 0 199837 0 0 PART I, LINE 3 NO OFFICERS ARE COMPENSATED BY THE ORGANIZATION. THE RELATED PARTY COMPENSATION IS ESTABLISHED BY THE RELATED PARTY USING A COMPENSATION COMMITTEE, COMPENSATION SURVEYS/STUDIES AS WELL AS FORMAL BOARD APPROVAL. A CITY OF NORTH LIBERTY 420926682 2019-08-01 3000000 REFINANCE AND FACILITY PURCHASE 0 0 0 A 885205 3000000 39940 2960060 2020 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH GOODWILL INDUSTRIES OF THE HEARTLAND, A RELATED 501(C)(3) EXEMPT ORGANIZATION. THE MANAGEMENT AGREEMENT INCLUDES A PROVISION THAT ALLOWS GOODWILL INDUSTRIES OF THE HEARTLAND TO ASSIST IN NEGOTIATING THE ORGANIZATION'S ABILITYONE CONTRACTS WHICH IS CONSIDERED A MANAGEMENT FUNCTION. THE OTHER FUNCTIONS COVERED IN THE MANAGEMENT AGREEMENT, SUCH AS ASSISTANCE WITH DAY-TO-DAY BOOKKEEPING AND ACCOUNTING, DO NOT CARRY ANY MANAGEMENT LEVEL DUTIES. FORM 990, PART VI, SECTION A, LINE 6 GOODWILL INDUSTRIES OF THE HEARTLAND, AN IOWA 501(C)(3) NONPROFIT CORPORATION, IS THE SOLE MEMBER OF THE ORGANIZATION. THE MEMBER HAS THE RIGHT TO ELECT, REMOVE AND FILL ANY VACANCIES ON THE BOARD OF DIRECTORS OF THE ORGANIZATION, AS WELL AS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT, REMOVE AND FILL ANY VACANCIES ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT WILL BE PROVIDED TO THE ORGANIZATION'S PRESIDENT, SENIOR VP/CFO AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS, ALL EMPLOYEES AND OTHER INDIVIDUALS WHO PROVIDE SERVICES TO HEARTLAND GOODWILL ENTERPRISES. INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT AS THEY ARISE; IN ADDITION EACH INTERESTED PERSON IS REQUIRED TO ANNUALLY COMPLETE A STATEMENT CONFIRMING COMPLIANCE AND UNDERSTANDING OF THE POLICY. IF A CONFLICT WERE TO ARISE, THE INDIVIDUAL IN CONFLICT WOULD NOT BE PRESENT FOR ANY DISCUSSION OR VOTE ON THE MATTER IN CONFLICT AND THE MATTER WOULD BE NOTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 CURRENTLY THERE ARE NO INDIVIDUALS PAID BY THE ORGANIZATION THAT MEET THE DEFINITION OF TOP MANAGEMENT OFFICIAL, KEY EMPLOYEE OR OTHER OFFICER, BUT THE ORGANIZATION DOES HAVE A POLICY IN PLACE TO ENSURE AN INDEPENDENT REVIEW AND APPROVAL, AS WELL AS THE USE OF COMPARABILITY DATA, WILL BE USED SHOULD SUCH INDIVIDUALS EXIST IN THE FUTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. GOODWILL INDUSTRIES OF THE HEARTLAND 8200 6TH STREET SW CEDAR RAPIDS IA 52404 420923563 HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH EDUCATION, TRAINING AND WORK IA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 GOODWILL INDUSTRIES OF THE HEARTLAND P 158109