2024-07-02T16:12:42-05:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2023-01-01 570632511 PALMETTO GOODWILL SERVICES PALM 8435660072 2150 EAGLE DR BLDG 100 NORTH CHARLESTON SC 29406 JACKIE DRAWS CFO 8435660072 2024-07-01 1 JACKIE DRAWS 999009999 1 JANICE A RATICA P00358837 7043338881 2024-07-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JACKIE DRAWS 2150 EAGLE DR BLDG 100 NORTH CHARLESTON SC 29406 19215000 0 X WWW.PALMETTOGOODWILL.ORG X 1975 SC PALMETTO GOODWILL SERVICE'S (GOODWILL) MISSION IS CHANGING LIVES BY PROVIDING EQUITABLE ACCESS TO TRAINING, EDUCATION AND EMPLOYMENT. 3 3 455 14 0 0 15 85 18127862 18736505 29406 422538 0 0 18157283 19159128 0 0 0 0 13556270 14525703 0 0 0 3877436 3846174 17433706 18371877 723577 787251 15989652 18638468 5081816 6887512 10907836 11750956 X PALMETTO GOODWILL SERVICES' MISSION THAT WE ARE CHANGING LIVES BY PROVIDING EQUITABLE ACCESS TO TRAINING, EDUCATION, AND EMPLOYMENT. OUR VISION FOR THE FUTURE IS WHERE EVERY MEMBER OF OUR COMMUNITY HAS AN OPPORTUNITY TO THRIVE. PALMETTO GOODWILL SERVICES ENRICHES THE LIVES OF PEOPLE WHILE PROVIDING QUALITY SERVICE TO CUSTOMERS. WORK AND TRAINING OPPORTUNITIES ARE PROVIDED THROUGH CONTRACT SERVICE WORK PERFORMED FOR GOVERNMENTAL ENTITIES AND COMMERCIAL CUSTOMERS. CUSTOMERS RELY ON GOODWILL TO PROVIDE FOOD SERVICE, CUSTODIAL, GROUNDSKEEPING, MAILROOM AND AMERICAN SIGN LANGUAGE INSTRUCTION. WORK SKILLS ATTAINED THROUGH ABILITY ONE CONTRACT SITES HELP PEOPLE WITH DISABILITIES BECOME MORE SELF-SUFFICIENT. 0 0 6786738 7446127 PALMETTO GOODWILL SERVICES (GOODWILL) CONTINUED CREATING EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR HAVE SIGNIFICANT DISABILITIES UNDER THE SOURCEAMERICA ABILITYONE PROGRAM WHICH HAS A CONGRESSIONAL MANDATE THAT 75% OF DIRECT LABOR HOURS ARE PERFORMED BY THIS POPULATION OF EMPLOYEES. GOODWILL REPORTED DIRECT LABOR HOURS OF 88% WHICH DEMONSTRATES THE COMMITMENT TO INCREASING TRAINING OPPORTUNITIES ABOVE THE FEDERAL MANDATE. GOODWILL ALSO REPORTED FIVE CONTRACT SITES WHERE 100% OF THE DIRECT LABOR HOURS WERE WORKED BY INDIVIDUALS WHO ARE BLIND OR HAVE SIGNIFICANT DISABILITIES. WAGES ARE AT OR ABOVE $16.20/HOUR FOR ALL INDIVIDUALS WORKING AT THESE CONTRACT SITES. GOODWILL EMPLOYS 208 INDIVIDUALS WHO ARE BLIND OR HAVE SIGNIFICANT DISABILITIES PERFORMING SERVICES IN FEDERAL BUILDINGS AND MILITARY INSTALLATIONS IN SOUTH CAROLINA AND VIRGINIA. GOODWILL IS RECOGNIZED AS THE LARGEST (NON-PROFIT ORGANIZATION) EMPLOYER OF INDIVIDUALS WHO ARE BLIND OR HAVE SIGNIFICANT DISABILITIES IN THE STATE OF SOUTH CAROLINA. IN 2023, GOODWILL CREATED 25 NEW EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. 9947472 11290378 PALMETTO GOODWILL SERVICES RENEWED THREE 5-YEAR CONTRACTS IN 2023; TWO FOOD SERVICE CONTRACTS AND ONE MAILROOM SERVICE CONTRACT. ONE OF THE TWO FOOD SERVICE CONTRACTS IS BASED IN VIRGINIA AND WAS CELEBRATED FOR REACHING A 10-YEAR ANNIVERSARY SINCE THE START OF THE CONTRACT. THE OTHER FOOD SERVICE CONTRACT IS ONE OF GOODWILL'S LARGEST CONTRACTS AND HAS BEEN IN PLACE SINCE 1998. THE MAILROOM SERVICE CONTRACT HAS BEEN IN PLACE SINCE 2010. THESE THREE CONTRACTS GIVE THE OPPORTUNITY FOR 188 PEOPLE TO HAVE GAINFUL EMPLOYMENT. 847189 PALMETTO GOODWILL SERVICES RECEIVES SEVERAL DIFFERENT RATINGS AND CERTIFICATIONS FROM WIDELY KNOWN SYSTEMS AND ORGANIZATIONS. GOODWILL HAS RECEIVED 13 SATISFACTORY, 5 VERY GOOD, AND 2 EXCEPTIONAL RATINGS UNDER CPARS (CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM) OVER THE PAST 5 RATING PERIODS. CPARS IS A U.S. GOVERNMENT SYSTEM THAT COLLECTS AND REPORTS ON THE PERFORMANCE OF FEDERAL CONTRACTORS ACROSS DIFFERENT CATEGORIES, SUCH AS QUALITY, SCHEDULE, COST CONTROL, MANAGEMENT, AND REGULATORY COMPLIANCE. CPARS RATINGS RANGE FROM EXCEPTIONAL TO UNSATISFACTORY. PALMETTO GOODWILL SERVICES ALSO RECEIVED THE CIMS-GB (CLEANING INDUSTRY MANAGEMENT STANDARD-GREEN BUILDING) CERTIFICATION WITH HONORS IN DECEMBER 2023. THE CIMS-GB CERTIFICATION IS ISSUED BY ISSA, THE WORLDWIDE CLEANING INDUSTRY ASSOCIATION. TO RECEIVE THIS CERTIFICATION, AN ORGANIZATION MUST DEMONSTRATE THAT IT MEETS OR EXCEEDS THE INDUSTRY STANDARD IN THE CORE AREAS OF BUSINESS, ALL WHILE SHOWCASING PROFESSIONALISM AND A CUSTOMER-FOCUSED APPROACH THAT CAN PROVIDE SOPHISTICATED, PROVEN GREEN-CLEANING PROGRAMS FOR ITS CLIENTS. THIS CERTIFICATION HAS BEEN HELD BY GOODWILL SINCE 2019. 17581399 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 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 16 0 1 455 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X JACKIE DRAWS CFO 8435660072 2150 EAGLE DR BLDG 100 N CHARLESTON SC 29406 DARRYL BROWN CHAIR 1.00 1.00 X X 0 0 0 ROB PHILLIPS TREASURER 1.00 1.00 X X 0 0 0 STACY COZAD SECRETARY 1.00 1.00 X X 0 0 0 BRIAN ITZKOWITZ CEO 20.00 20.00 X 230695 230695 49888 JACQUELINE DRAWS CFO 12.00 28.00 X 71801 167536 36958 CHARLES HUDSON COO 12.00 28.00 X 65093 151883 46158 TINA MARSHALL COMMUNITY RELATIONS OFFICE 12.00 28.00 X 33437 78019 35790 TANYA WELDON HUMAN RESOURCES OFFICER 8.00 32.00 X 29094 116378 34879 ELLIOT SMALLEY EASTERLING CHIEF MISSION AND MARKETING OFFICER 10.00 30.00 X 53916 161747 49215 REGINALD HUGHES VP OF COMMERCIAL SERVICES 30.00 10.00 X 144302 48101 49888 JASON BARIL VP OF DONATED GOODS 10.00 30.00 X 27149 81447 21914 655487 1035806 324690 2 0 1 0 0 85 85 FEDERAL SERVICE CONTRACTS 623000 18551499 18551499 WORKFORCE TRAINING AND DEVELOPMEN 611710 185006 185006 18736505 378184 378184 23351 76875 0 55872 23351 21003 44354 44354 19159128 18736505 0 422538 1034336 982171 52165 9857978 9360808 497170 59507 58013 1494 2921266 2847945 73321 652616 636236 16380 629267 569226 60041 10983 879 10104 20524 20524 50402 43227 7175 15 15 91567 76599 14968 MANAGEMENT FEE 1395754 1395754 SUPPLIES 1113827 1102003 11824 OUTSIDE SERVICES 169824 169824 VEHICLE EXPENSES 117016 108637 8379 246995 209538 37457 18371877 17581399 790478 0 7980314 4911358 4738750 11341588 3000652 2015589 27991 30801 887311 568044 205825 319267 36120 19865 15989652 18638468 1358713 1395060 20048 20048 3703055 5472404 5081816 6887512 X 10907836 11750956 10907836 11750956 15989652 18638468 787251 55869 0 X X 0 1 X 1 0 X 6401 23242 1357 15 85 31100 16174564 16534833 17417737 18127862 18736505 86991501 16180965 16558075 17419094 18127877 18736590 87022601 0 0 0 87022601 68096 36025 4154 29406 378184 515865 68096 36025 4154 29406 378184 515865 96002 96002 16345063 16594100 17423248 18157283 19114774 87634468 0.99300 0.99550 0.00590 0.00200 X 887311 568044 319267 319267 INTERCOMPANY BALANCES 5454069 LEASE LIABILITY 18335 5472404 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE ORGANIZATION AND DOES NOT BELIEVE THAT ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS EXIST FOR THE YEARS ENDED DECEMBER 31, 2023 OR 2022. THE ORGANIZATION'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST EXPENSE AND TO REPORT PENALTIES AS OTHER EXPENSE. X X X X X X 0 1 0 0 0 0 0 0 0 BRIAN ITZKOWITZ CEO 185513 185513 45182 45182 0 0 11250 11250 13694 13694 255639 255639 0 0 JACQUELINE DRAWS CFO 65275 152309 6526 15227 0 0 2596 6058 8491 19813 82888 193407 0 0 ELLIOT SMALLEY EASTERLING CHIEF MISSION AND MARKETING OFFICER 51983 155949 1933 5798 0 0 5625 16875 6679 20036 66220 198658 0 0 CHARLES HUDSON COO 65093 151883 0 0 0 0 6750 15750 7097 16561 78940 184194 0 0 REGINALD HUGHES VP OF COMMERCIAL SERVICES 144302 48101 0 0 0 0 16875 5625 20541 6847 181718 60573 0 0 TANYA WELDON HUMAN RESOURCES OFFICER 27962 111849 1132 4529 0 0 4500 18000 2476 9903 36070 144281 0 0 PART I, LINE 4B THE LEADERSHIP TEAM PARTICIPATES IN A SECTION 457(B) PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED INTERNALLY BY THE SENIOR LEADERSHIP TEAM AND IS ALSO REVIEWED BY THE AUDIT COMMITTEE. IT IS ALSO AVAILABLE TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS THAT ARISE DURING THE YEAR ARE DISCLOSED TO THE BOARD CHAIR. THE INTERESTED INDIVIDUAL WILL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S KEY EMPLOYEES INCLUDES REVIEWING THE COMPENSATION OF COMPARABLE POSITIONS IN THE CHARLESTON COMMUNITY TO ENSURE REASONABLENESS. IN ADDITION, COMPENSATION INFORMATION FOR COMPARABLE POSITIONS OF SIMILARLY-SITUATED GOODWILL ORGANIZATIONS IS ANALYZED TO DETERMINE A MIDPOINT SALARY RANGE. THE CEO REVIEWS AND APPROVES THE LEADERSHIP TEAM COMPENSATION. THE BOARD ENGAGES WITH AN INDEPENDENT THIRD PARTY THAT UTILIZED EIGHT DIFFERENT VALIDATED SURVEY SOURCES TO DETERMINE EXECUTIVE COMPENSATION. ALL DECISIONS CONCERNING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C PROCESS HAS NOT CHANGED. PALMETTO GOODWILL 2150 EAGLE DRIVE N CHARLESTON SC 29406 474183942 PROVIDE EMPLOYMENT AND TRAINING TO DISABLED AND DISADVANTAGED INDIVIDUALS SC 501(C)(3) LINE 7 N/A 0 PALMETTO EXCEL INC 2150 EAGLE DRIVE BLDG 100 NORTH CHARLESTON SC 29406 824501336 ADULT CHARTER HIGH SCHOOL SC 501(C)(3) LINE 2 N/A 0 PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN 2150 EAGLE DRIVE BLDG 100 NORTH CHARLESTON SC 29406 570632511 EMPLOYEE BENEFIT PLAN NUMBER 503 SC PALMETTO GOODWILL SERVICES (PLAN SPONSORPLAN ADMINISTRATOR) T 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 GOODWILL INDUSTRIES OF LOWER SC HEALTH AND WELFARE PLAN Q 1887857 FMV PALMETTO GOODWILL Q 1956865 FMV PALMETTO GOODWILL D 44649388 FMV PALMETTO GOODWILL O 1317841 FMV