2024-03-18T09:21:34-05:00 2023-06-30 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2022-07-01 590718492 GOODWILL INDUSTRIES - SUNCOAST INC % TRACEY BOUCHER GOOD 7275231512 PO BOX 14456 ST PETERSBURG FL 337334456 TRACEY BOUCHER TREASURER 7275231512 2024-01-24 true TRACEY BOUCHER 999009999 Jacob Cook P01240455 6167747000 2022 2023-04-26 12:10:37Z TRACEY BOUCHER PO BOX 14456 ST PETERSBURG FL 337334456 93271598 false X www.goodwill-suncoast.org X 1953 FL OUR MISSION IS TRANSFORMING LIVES THROUGH LIFELONG LEARNING AND THE POWER OF WORK. 15 14 1556 5023 17566 15566 22374992 21626892 67254056 68499597 295606 1721979 666273 1210996 90590927 93059464 0 0 0 0 29419226 31533747 0 0 776683 45954189 46225183 75373415 77758930 15217512 15300534 141139946 159115759 59746216 60220305 81393730 98895454 X GOODWILL'S MISSION IS TRANSFORMING LIVES THROUGH LIFELONG LEARNING AND THE POWER OF WORK. WE ACHIEVE THE MISSION THROUGH EMPLOYMENT SERVICES. TRAINING AND GROWTH OPPORTUNITIES FOR PEOPLE WITH DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT. GOODWILL ALSO PROMOTES A GREENER COMMUNITY BY REPURPOSING ITEMS. false false 62210970 63683890 DONATED GOODS PROGRAM - OUR DONATED GOODS/RETAIL OPERATIONS PROVIDE JOB TRAINING AND EMPLOYMENT OPPORTUNITIES IN RETAILING, PRODUCTION, WAREHOUSING AND TRANSPORTATION. THIS PROGRAM ALSO PROVIDES OTHER SERVICES. THROUGH THIS PROGRAM, GOODWILL ALSO PROMOTES A GREENER COMMUNITY BY REPURPOSING ITEMS THAT MAY OTHERWISE BE RELEGATED TO LANDFILLS. (CONTINUED ON SCHEDULE O) 3451266 2620557 RE-ENTRY SERVICES & CAFETERIA - GOODWILL-SUNCOAST OPERATES RESIDENTIAL RE-ENTRY PROGRAMS TO HELP OFFENDERS RETURN TO PRODUCTIVE LIVES THROUGH CAREER PLANNING, TRAINING AND PLACEMENT, SUBSTANCE ABUSE COUNSELING, LIFE SKILLS, GED AND FINANCIAL LITERACY CLASSES. GOODWILL-SUNCOAST SUPPORTS THIS PROGRAM THROUGH A FULLY OPERATIONAL CAFETERIA PROVIDING 3 MEALS PER DAY, TOTAL CLIENTS SERVED WERE 710. (CONTINUED ON SCHEDULE O) 2550646 2195150 MISSION SERVICE PROGRAMS - GOODWILL-SUNCOAST HELPS PEOPLE SECURE TRAINING, FIND JOBS, BECOME MORE INDEPENDENT, AND SUPPORT THEIR FAMILIES THROUGH A VARIETY OF PROGRAMS INCLUDING JOB CONNECTION SERVICES, EMPLOYMENT TRAINING AND INTERNSHIPS, YOUTH DEVELOPMENT SERVICES, SERVICE COORDINATION FOR HOUSING RESIDENTS, FINANCIAL LITERACY FOR YOUTH, AND FREE GOWNS FOR YOUNG WOMEN WHO MAY NOT BE ABLE TO AFFORD THEM, OFFERED WITH CAREER SERVICES. THESE PROGRAMS ASSIST INDIVIDUALS WITH DISABILITIES AS WELL AS THOSE WHO FACE OTHER DISADVANTAGES SUCH AS LACK OF TRAINING OR EDUCATION. TOTAL PEOPLE SERVED: 73,199. (CONTINUED ON SCHEDULE O) 68212882 true true false false false false false false false false true false false false true true false true false false true false false false true false false false false true false false false false false false false false true false false false false true true true false false true 52 0 true 1556 true true true false false false false false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true true false FL X TRACEY BOUCHER 7275231512 PO BOX 14456 ST PETERSBURG FL 337334456 X DEBORAH A PASSERINI PRESIDENT/CEO 34.0 6.0 X X 536076 0 47474 JACQUELINE MILLER VP HUMAN RESOURCES 40.0 0.0 X 248882 0 4105 STEFANIE ANNA VP CORPORATE SECRETARY 40.0 0.0 X 213433 0 8439 GRETCHEN RAWSON VP WORKFORCE 40.0 0.0 X 189923 0 17546 ALLEN STARR CIO 40.0 0.0 X 195875 0 7950 TRACEY BOUCHER TREASURER 40.0 0.0 X 194595 0 6508 JAMES WILLIAMS VP FUND DEVELOPMENT 40.0 0.0 X 157812 0 31540 KENNETH KARBOWSKI DIRECTOR OF RETAIL 40.0 0.0 X 152842 0 13540 KATHLEEN ROEGIERS DIR OF MSSN SVCS (THRU 07/22) 40.0 0.0 X 156895 0 2722 YVONNE TAYLOR DIRECTOR OF HUMAN RESOURCES 40.0 0.0 X 140378 0 17546 TIMOTHY MURPHY DIRECTOR OF ACQ & ALLOC 40.0 0.0 X 135735 0 17546 CORDELIA HINTON DIRECTOR OF SBS 40.0 0.0 X 152555 0 0 LOUISE LOPEZ CHAIR 1.0 0.0 X X 0 0 0 BOB WABBERSEN SR. VICE CHAIR 1.0 0.5 X X 0 0 0 CAROLE PHILIPSON VICE CHAIR 1.0 1.0 X X 0 0 0 MARK PICHOWSKI VICE CHAIR 1.0 1.0 X X 0 0 0 ED RADER VICE CHAIR 1.0 1.0 X X 0 0 0 HEATHER CERESOLI SECRETARY 1.0 0.0 X X 0 0 0 MIKE ATTINELLA DIRECTOR 1.0 0.0 X 0 0 0 LEE BELL DIRECTOR 1.0 0.0 X 0 0 0 SHAUNA BURKES DIRECTOR 1.0 0.0 X 0 0 0 ROBERT DOBKOWSKI DIRECTOR 1.0 0.5 X 0 0 0 STEVE ERICKSON DIRECTOR 1.0 0.5 X 0 0 0 MARIE HEBBLER DIRECTOR 1.0 1.0 X 0 0 0 TONY MARTINEZ DIRECTOR 1.0 0.0 X 0 0 0 KIMBERLY PEREZ DIRECTOR 1.0 0.5 X 0 0 0 SANDRA YOUNG DIRECTOR (THRU 10/22) 1.0 0.5 X 0 0 0 DOMINIC MACRONE DIRECTOR (THRU 10/22) 1.0 0.5 X 0 0 0 CHRISTINA ELAM DIRECTOR (THRU 10/22) 1.0 0.5 X 0 0 0 MELISSA MORA DIRECTOR (THRU 10/22) 1.0 0.5 X 0 0 0 2475001 0 174916 20 false true false OGLETREE DEAKINS NASH SMOAK 100 N TAMPA STREET SUITE 3600 TAMPA FL 33602 LEGAL SERVICES 100051 1 244950 21381942 20147813 21626892 DONATED GOODS PROGRAM 900099 63683890 63683890 RE-ENTRY & CAFETERIA P 900099 2620557 2620557 MISSION SERVICES PRO. 900099 2195150 2195150 68499597 1695179 1695179 0 0 93648 76082 0 17566 17566 17566 26800 26800 26800 26800 0 244950 136052 -136052 -136052 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 1122066 1122066 MANAGEMENT INCOME 900099 195522 195522 DISCOUNTS EARNED 900099 11894 11894 1329482 93059464 68499597 17566 2915409 0 0 0 0 1860159 1474068 354886 31205 0 24352185 19405503 4671935 274747 371564 296932 69065 5567 2893072 2310204 539048 43820 2056767 1642070 383458 31239 0 0 0 0 0 50290 50290 1997459 1352082 518983 126394 172996 141579 27559 3858 3060708 2362619 629088 69001 1547674 1266607 246551 34516 0 4445912 4205269 240643 1526675 1377964 123267 25444 0 106845 629 5891 100325 1832593 1794165 38428 254429 22982 216246 15201 4536529 4051124 478631 6774 1150246 1005608 140878 3760 COGS-DONATED GOODS 20140135 20140135 COGS-PURCHASED GOODS 5201181 5201181 MISCELLANEOUS 201511 162161 34518 4832 77758930 68212882 8769365 776683 38950913 52123365 245346 253648 229209 177442 2917411 2892471 0 0 0 0 262719 269297 4982721 5427891 3158981 3103024 141686406 64846696 78406744 76839710 10742132 11460821 0 0 0 0 0 0 1243770 6568090 141139946 159115759 5658590 5647677 0 0 292773 286721 0 0 0 0 0 0 50701778 48068492 0 0 3093075 6217415 59746216 60220305 X 80744313 98336601 649417 558853 81393730 98895454 141139946 159115759 X 15300534 463459 1737731 X X false true X true false X 15091520 10909116 20213227 22416270 21626892 90257025 53857654 54083039 66422559 67254056 68499597 310116905 0 0 0 68949174 64992155 86635786 89670326 90126489 400373930 11625 11166 11650 11650 46091 0 11625 11166 11650 11650 46091 400327839 307470 306634 119659 308961 1695179 2737903 0 307470 306634 119659 308961 1695179 2737903 13400 14943 8884 14823 17566 69616 601702 492595 452040 756619 1329482 3632438 69871746 65806327 87216369 90750729 93168716 406813887 0.98406 0.98900 0.00673 0.00360 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME: 2018 AMOUNT: $601,702. 2019 AMOUNT: $492,595. 2020 AMOUNT: $452,040. 2021 AMOUNT: $756,619. 2022 AMOUNT: $1,329,482. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33717995 33717995 78085666 39694025 38391641 567805 532484 35321 22061854 18197688 3864166 7253086 6422499 830587 76839710 0 DEFERRED COMPENSATION PAYABLE 3104951 LEASE LIABILTIES 2941345 ANNUITIES PAYABLE 171119 6217415 X 95562044 463459 89255 1949866 2502580 93059464 93059464 78060318 89254 212134 301388 77758930 77758930 PART X, LINE 2: GOODWILL INDUSTRIES - SUNCOAST, INC IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LEGISLATION. INCOME EARNED IN FURTHERANCE OF THE ENTITY'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS POLICY, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITION AND HAD CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. THE ORGANIZATION WOULD BE LIABLE FOR INCOME TAXES IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS & ANNUITIES: $ 1,746,330 CHANGE IN VALUE OF INTEREST RATE SWAPS: $ (8,598) SPECIAL EVENT COSTS: $ 136,052 RENTAL EXPENSES: $ 76,082 TOTAL TO SCHEDULE D, PART XI, LINE 2D: $ 1,949,866 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN PART VIII: $ 136,052 RENTAL EXPENSES INCLUDED IN PART VIII: $ 76,082 TOTAL TO SCHEDULE D, PART XII, LINE 2D: $ 212,134 Central America and the Caribbean 0 0 Investments 796121 0 0 0 0 796121 796121 false false true false false false SCHEDULE F - FORM 5471 SCHEDULE B, PART I: NONE OF THE ARCHWAY INSURANCE LTD. SHAREHOLDERS MEET THE 10% OWNERSHIP REQUIREMENT STATED IN THE INSTRUCTIONS FOR THE FORM 5471 SCHEDULE. ACCORDINGLY, NO SHAREHOLDER LIST IS REQUIRED FOR THIS SECTION OF THE FORM. SCH F - FORM 5471 SCHEDULE E, PART I: THE CONTROLLED FOREIGN CORPORATION FOR WHICH THIS INFORMATIONAL RETURN IS BEING FILED IS A TAX RESIDENT IN THE CAYMAN ISLANDS AND AS A CORPORATION ORGANIZED UNDER THE LAWS OF THE CAYMAN ISLANDS, THE CONTROLLED FOREIGN CORPORATION IS NOT SUBJECT TO TAXATION AS THE CAYMAN ISLANDS DO NOT IMPOSE ANY FORM OF TAXATION ON RECEIPTS, DIVIDENDS, CAPITAL GAINS, GIFTS OR NET INCOME. FORM 5471 SCHEDULE E, WHICH REPORTS FOREIGN TAXES PAID OR ACCRUED AND IS REQUIRED TO BE ATTACHED TO THIS RETURN, IS BEING FILED BUT DOES NOT HAVE ANY AMOUNTS SHOWN BECAUSE NO FOREIGN TAXES WERE PAID OR ACCRUED. HIPPIE DASH 244950 244950 136052 0 244950 244950 136052 136052 -136052 X X X X X true true false false false false false false false DEBORAH A PASSERINI PRESIDENT/CEO 376195 0 159119 0 762 0 29928 0 17546 0 583550 0 0 0 JACQUELINE MILLER VP HUMAN RESOURCES 124494 0 32038 0 92350 0 0 0 4105 0 252987 0 0 0 STEFANIE ANNA VP CORPORATE SECRETARY 185785 0 27510 0 138 0 0 0 8439 0 221872 0 0 0 ALLEN STARR CIO 171089 0 24528 0 258 0 0 0 7950 0 203825 0 0 0 TRACEY BOUCHER TREASURER 177821 0 16636 0 138 0 0 0 6508 0 201103 0 0 0 GRETCHEN RAWSON VP WORKFORCE 162284 0 27381 0 258 0 0 0 17546 0 207469 0 0 0 JAMES WILLIAMS VP FUND DEVELOPMENT 136276 0 20774 0 762 0 18000 0 13540 0 189352 0 0 0 KENNETH KARBOWSKI DIRECTOR OF RETAIL 148243 0 4341 0 258 0 0 0 13540 0 166382 0 0 0 CORDELIA HINTON DIRECTOR OF SBS 135918 0 16637 0 0 0 0 0 152555 0 0 0 YVONNE TAYLOR DIRECTOR OF HUMAN RESOURCES 132136 0 7984 0 258 0 0 0 17546 0 157924 0 0 0 TIMOTHY MURPHY DIRECTOR OF ACQ & ALLOC 130139 0 5338 0 258 0 0 0 17546 0 153281 0 0 0 KATHLEEN ROEGIERS DIR OF MSSN SVCS (THRU 07/22) 73753 0 10500 0 72642 0 0 0 2722 0 159617 0 0 0 PART I, LINES 4A-B: JACQUELINE MILLER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF 92,350; KATHLEEN ROEGIERS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $72,157. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2 AND IN FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II. DEBORAH A. PASSERINI, PRESIDENT AND CEO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE EMPLOYER CONTRIBUTION TO THE PLAN FOR THE CALENDAR YEAR WAS $29,928. JAMES WILLIAMS, VP FUND DEVELOPMENT, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE EMPLOYER CONTRIBUTION IS ZERO AND EMPLOYEE DEFERRED CONTRIBUTION IS $18,000 FOR THE CALENDAR YEAR. X 20140135 COST OF GOODS SOLD X FOOD & BEVERAGE 6835 7678 ACT. VALUE DETERM. false true false SCHEDULE M, PART I, COLUMN (B): USING A COMBINATION OF THE TWO METHODS ABOVE. FORM 990, PART I, LINE 6: VOLUNTEERS PROVIDE MULTIPLE SERVICES TO GOODWILL-SUNCOAST INCLUDING ASSISTING WITH FUNDRAISING AND DONATION EVENTS, HELPING TEENS LEARN ABOUT FINANCIAL LITERACY AT THE GOODWILL STOREFRONT AT JUNIOR ACHIEVEMENT FINANCE PARK, HOSTING BOOK DRIVES FOR OUR BOOKWORKS CHILDREN'S LITERACY PROGRAM, OR MAKING CARDS FOR SENIORS LIVING AT GOODWILL APARTMENTS. MANY VOLUNTEERS ARE READERS FOR GOODWILL'S BOOKWORKS PROGRAM, READING TO CHILDREN FROM FAMILIES WITH LOWINCOMES OR SORTING AND PREPARING BOOKS FOR DISTRIBUTION. AFTER VOLUNTEERS READ TO A GROUP OF CHILDREN, THEY GIVE EACH CHILD A BOOK OF THEIR OWN TO TAKE HOME. THE NUMBER OF CHILDREN SERVED BY BOOKWORKS DURING THE PAST YEAR WAS 35,678. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: WE SERVED INDIVIDUALS WITH BARRIERS TO EMPLOYMENT THROUGH WORK OPPORTUNITIES PROVIDED IN OUR RETAIL SETTING, PROVIDED EXPOSURE TO THE WORLD OF WORK FOR HIGH SCHOOL STUDENTS, SCHEDULED OPPORTUNITIES FOR COMMUNITY SERVICE THROUGH THE COURT SYSTEM, HELPED SENIORS RE-ENTER THE WORKFORCE, PROVIDED CAREER NAVIGATION/PLANNING SERVICES TO OUR EMPLOYEES TO HELP THEM SEEK NEW OPPORTUNITIES BOTH WITHIN AND OUTSIDE OF GOODWILL, AND PROVIDED MATERIAL SUPPORT TO PEOPLE IN THE GREATEST NEED. GOODWILL SERVED A TOTAL OF 73,199 PEOPLE IN 2022. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: HERE IS A STORY OF ONE OF THE MANY PEOPLE SERVED IN SERVED IN THE RE-ENTRY SERVICES & CAFETERIA PROGRAM: AMELIA BISSON ARRIVED AT THE WORK RELEASE PROGRAM IN MARCH 2023, WITH 9 MONTHS REMAINING TO COMPLETE HER SENTENCE. ONCE SHE ARRIVED SHE WAS EAGER TO BECOME INVOLVED IN THE CULINARY BUSINESS; SHE SECURED EMPLOYMENT WORKING FOR GLORY DAYS RESTAURANT WITHIN 2 WEEKS. DURING HER INITIAL ASSESSMENT, AMELIA INQUIRED ABOUT APPLYING FOR THE LEAP ENTREPRENEUR PROGRAM, A PROGRAM THAT TEACHES BUSINESS SKILLS TO WOMEN WHO HAVE EXPERIENCED INCARCERATION. SHE APPLIED AND WAS ONE OF THE CHOSEN APPLICANTS OUT OF A FIELD OF 22. (SHE WAS THE ONLY APPLICANT ACCEPTED TO THE PROGRAM FROM A WORK RELEASE PROGRAM.) SHE WORKED HER FULLTIME JOB WITH GLORY DAYS WHILE ATTENDING CLASSES FOR THE LEAP PROGRAM. AFTER WORKING WITH AMELIA, THE REENTRY TEAM QUICKLY DISCOVERED HER HIGH LEVEL OF INTELLIGENCE AND DESIRE TO START A SMALL BUSINESS OF HER OWN. AMELIA WORKED WITH A CAREER NAVIGATOR TO ENROLL IN A CULINARY PROGRAM AT PINELLAS TECHNICAL COLLEGE WITH THE HOPE OF OPENING A FOOD TRUCK BUSINESS. AMELIA HAS BEEN ENROLLED IN THE CULINARY PROGRAM FOR THE PAST 6 MONTHS, WITH JUST 3 MONTHS LEFT UNTIL SHE GRADUATES! SHE HAS COMPLETED THE LEAP ENTREPRENEUR PROGRAM (WHICH HAS HELPED HER TO DEVELOP A BUSINESS PLAN), RECEIVED $1,000 IN STARTUP FUNDING, AND SHE WAS OFFERED A JOB WITH LEAP TO TEACH THE NEXT UPCOMING CLASS. AMELIA ACCEPTED THE POSITION; SHE WILL BE DUALLY EMPLOYED WITH THE LEAP ENTREPRENEUR ACADEMY AND GLORY DAYS RESTAURANT. AMELIA WILL BE COMPLETING THE CULINARY PROGRAM THIS COMING SPRING. SHE HAS STARTED THE PROCESS FOR HER FOOD TRUCK BUSINESS WITH AN ANTICIPATION OPENING DATE OF MARCH 2024. AMELIA WILL RELEASE IN DECEMBER WITH STABLE HOUSING, DUAL EMPLOYMENT, OWNING HER OWN BUSINESS AND CONFIDENCE WITHIN HERSELF. SHE CREDITS HER NEW-FOUND SUCCESS TO THE WORK RELEASE CENTER, WHICH SUPPORTED HER AS SHE REACHED FOR HER GOALS EVERY STEP OF THE WAY. AMELIA WILL CONTINUE TO WORK WITH THE GOODWILL REENTRY PROGRAMS TO HELP OTHERS REALIZE THAT THEIR GOALS ARE ATTAINABLE TOO. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: THE JUNIOR AMBASSADORS OF GOODWILL PROGRAM ISN'T LIMITED TO JUST HELPING AT GOODWILL FACILITIES. JAG OFFERS VIRTUAL PROGRAMS THAT ENCOURAGE VOLUNTEERS TO BRING ASPECTS OF GOODWILL'S MISSION INTO THEIR OWN NEIGHBORHOODS. AS LACHLAN SMITH EMBARKED ON HIS JAG VIRTUAL JOURNEY, HE REALLY TOOK GOODWILL'S DEVOTION TO SUSTAINABILITY TO HEART. "THIS PROGRAM HAS MADE ME THINK ABOUT RECYCLING, TRASH, AND BOOKS DIFFERENTLY." AFTER WITNESSING A PRESENTATION FROM A GOODWILL AMBASSADOR, LACHLAN SET OUT TO MAKE AN IMPACT WITHIN HIS COMMUNITY - STARTING WITH A DONATION DRIVE. "AN INTERESTING THING ABOUT DONATION DRIVES IS HOW SOME PEOPLE'S 'NON-VALUABLES' CAN BE TURNED INTO SOMEONE ELSE'S VALUABLES," LACHLAN SAYS. LACHLAN CALLED UP FAMILY MEMBERS AND WENT AROUND TO HIS NEIGHBORS, EXPLAINING THE MISSION OF GOODWILL, AND THE IMPACT THAT THEIR UNUSED OR UNWANTED ITEMS COULD HAVE IN SOMEONE ELSE'S LIFE. PARTICIPANTS CLEANED OUT THEIR CLOSETS, THEIR KITCHEN CABINETS, AND BOOKSHELVES TO GIVE THEIR UNUSED ITEMS A NEW PURPOSE. "I FELT GOOD DROPPING DONATIONS OFF, KNOWING SOMEONE OUT THERE WAS GOING TO APPRECIATE IT." LACHLAN'S MISSION EXTENDED BEYOND THE HOME AND INTO HIS LOCAL PARKS. HE VOLUNTEERED TO USE HIS FREE TIME TO PICK UP TRASH AND CLEAN UP THE PUBLIC PARKS AROUND HIM. HE WAS PARTICULARLY TAKEN ABACK BY THE VARIETY OF LITTER, AND JUST HOW WIDESPREAD IT WAS. "I CAN'T BELIEVE HOW MANY PEOPLE JUST LITTER TRASH AT PARKS. IT'S NOT LIKE THERE AREN'T TRASH CANS EVERYWHERE!" "A LOT OF PEOPLE LOOKED AT ME, AND I HOPE THEY FELT BAD THAT I WAS CLEANING UP AFTER OTHER PEOPLE!" AFTER HIS JAG VIRTUAL SESSIONS, LACHLAN HAS SAID THAT JAG HAS POSITIVELY INFLUENCED HIS HOME LIFE. HOUSEHOLD ITEMS LIKE CLOTHING HANGARS, PLASTIC BAGS, AND CLOTHING ARE MUCH MORE DURABLE THAN MOST PEOPLE MAY GIVE THEM CREDIT FOR, AND LACHLAN PUTS MORE EFFORT INTO MAXIMIZING THEIR USAGE BY EITHER DONATING OR RECYCLING THEM. "I NOW PAY MORE ATTENTION AROUND OUR HOUSE. I NOTICED THERE WERE A LOT OF RECYCLING OPPORTUNITIES THAT NO ONE WAS USING." THROUGH LACHLAN'S EFFORTS OVER THE COURSE OF TWO JAG VIRTUAL SESSIONS, HE COLLECTED 115 LBS OF WARES, 90 LBS OF FOOD, 4 BOXES OF CHILDREN'S BOOKS, DESIGNED 40 CARDS FOR RESIDENTS OF GOODWILL'S COMMUNITY APARTMENTS, AND GATHERED 50 LBS OF TRASH. "CREATING A SUSTAINABLE WORLD REQUIRES EVERYONE TO DO THEIR PART." FORM 990, PART VI, SECTION B, LINE 11B: THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND REPORTS ITS COMMENTS TO THE BOARD EITHER AT A MEETING OR VIA EMAIL. EACH BOARD MEMBER RECEIVES A COPY OF THE 990 AND APPROVES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST PRIOR TO DISCUSSION OF AN ITEM IN WHICH A CONFLICT MAY BE PRESENT, ARISE OR BE PERCEIVED. CONFLICTED MEMBERS EXIT THE BOARDROOM AND ABSTAIN FROM VOTING ON ANY MATTERS WHERE A CONFLICT OF INTEREST IS PRESENT. MEMBERS REVIEW THIS POLICY ANNUALLY AND COMPLETE ANNUAL DISCLOSURES OF ANY POTENTIAL CONFLICTS OF INTEREST IN WRITING AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15: LINE 15A: COMPENSATION PROCESS FOR THE TOP OFFICIAL: THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE BOARD OF DIRECTORS AND REVIEWS AND ESTABLISHES THE TOTAL COMPENSATION FOR THE CEO ANNUALLY, UTILIZING A THIRD-PARTY COMPENSATION CONSULTANT WHO DEVELOPS A WAGE COMPARABILITY STUDY THAT ALSO INCORPORATES A 990 PEER GROUP, AND COMPILES THE DATA. THE BOARD REVIEWS THE COMPARABILITY DATA AND THE TOTAL COMPENSATION, WITH THE RECOMMENDATIONS FROM THE EXECUTIVE COMMITTEE ANNUALLY TOGETHER WITH THE CEO'S PERFORMANCE. THE FULL BOARD APPROVES ALL COMPENSATION CHANGES. THE STUDY IS COMPLETED AT LEAST EVERY THREE YEARS. LINE 15B: COMPENSATION PROCESS FOR OFFICERS AND KEY EMPLOYEES THE COMPENSATION CONSULTANT COMPLIES A WAGE COMPARABILITY STUDY THAT ALSO INCORPORATES A 990 PEER GROUP FOR OFFICERS AND KEY EMPLOYEES, AND HIGHLY PAID INDIVIDUALS. THE STUDY IS COMPLETED AT LEAST EVERY THREE YEARS AND DATA IS PRESENTED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD. TOTAL COMPENSATION IS ESTABLISHED BY THE CEO IN COMPLIANCE WITH THE BOARD'S POLICY ON EXECUTIVE COMPENSATION, WHICH INCLUDES TARGETED PERCENTILE RANGES. ANY COMPENSATION FALLING OUTSIDE OF PRE-ESTABLISHED RANGES IS BROUGHT TO THE EXECUTIVE COMMITTEE AND BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH UNDER IRC SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST VALUE $(8,597). INTEREST RATE SWAP $1,746,328. TOTAL TO FORM 990, PART IX, LINE 9 $1,737,731. FORM 990, PART XI, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED FROM THE PRIOR YEAR. GIS HOUSING INC PO BOX 14456 ST PETERSBURG FL 337334456 591747348 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true GIS HOUSING-HILLSBOROUGH INC PO BOX 14456 ST PETERSBURG FL 337334457 592528701 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true GIS HOUSING III INC PO BOX 14457 ST PETERSBURG FL 337334458 592810028 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true GIS HOUSING IV INC PO BOX 14458 ST PETERSBURG FL 337334459 593066050 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true GIS HOUSING V INC PO BOX 14459 ST PETERSBURG FL 337334460 593145415 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true JOBWORKS INC 10596 GANDY BLVD ST PETERSBURG FL 33702 593144604 SEE PART VII FL 501(C)(3) LINE 10 SEE PART VII true false false false false false false false false false false false true false true true false true false false JOBWORKS INC Q 1091128 ACTUAL EXPENSE PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME: G.I.S. HOUSING, INC. EIN: 59-1747348 PRIMARY ACTIVITY: HOUSING FACILITIES AND SERVICES TO PEOPLE WHO ARE DISABLED OR ELDERLY DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC. NAME: G.I.S. HOUSING-HILLSBOROUGH, INC. EIN: 59-2528701 PRIMARY ACTIVITY: HOUSING FACILITIES AND SERVICES TO PEOPLE WHO ARE DISABLED OR ELDERLY DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC. NAME: G.I.S. HOUSING III, INC. EIN: 59-2810028 PRIMARY ACTIVITY: HOUSING FACILITIES AND SERVICES TO PEOPLE WHO ARE DISABLED OR ELDERLY DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC. NAME: G.I.S. HOUSING IV, INC. EIN: 59-3066050 PRIMARY ACTIVITY: HOUSING FACILITIES AND SERVICES TO PEOPLE WHO ARE DISABLED OR ELDERLY DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC. NAME: G.I.S. HOUSING V, INC. EIN: 59-3145415 PRIMARY ACTIVITY: HOUSING FACILITIES AND SERVICES TO PEOPLE WHO ARE DISABLED OR ELDERLY DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC. NAME: JOBWORKS, INC. EIN: 59-3144604 PRIMARY ACTIVITY: CONTRACT WORK OPP. FOR DISABLED INDIVIDUALS DIRECT CONTROLLING ENTITY: GOODWILL INDUSTRIES - SUNCOAST, INC.