2024-12-19T12:46:35-06:00 2024-06-30 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2023-07-01 410919602 TRUE NORTH GOODWILL NORTHERN MINNESOTA AND NORTHWESTERN WISCONSIN TRUE 2187226351 700 GARFIELD AVE DULUTH MN 55802 DODIE BROWN PRESIDENT & CEO 2187226351 2024-12-16 1 1 ELIZABETH BARCHENGER P01270090 6512276695 2024-12-16 2023 2024-10-15 13:58:12Z X DODIE BROWN 700 GARFIELD AVE DULUTH MN 55802 16156126 0 X TRUENORTHGOODWILL.ORG X 1967 MN INSPIRING PERSONAL TRANSFORMATION THROUGH THE POWER OF LEARNING AND CAREER DEVELOPMENT. 10 10 448 14 0 0 6567282 6971029 7602189 8536150 194059 452948 78798 24794 14442328 15984921 0 0 0 0 6067921 6840989 0 25293 146961 8638804 9568763 14706725 16435045 -264397 -450124 12055408 11874551 1776850 1827262 10278558 10047289 X GOODWILL'S MISSION IS INSPIRING PERSONAL TRANSFORMATION THROUGH THE POWER OF LEARNING AND CAREER DEVELOPMENT. OUR MISSION SERVICES PROGRAMS AND CAREER NAVIGATION CENTERS, PROVIDE PEOPLE WITH THE SKILLS AND TRAINING TO OVERCOME BARRIERS TO EMPLOYMENT AND GAIN STRONGER INDEPENDENCE. COMMON BARRIERS TO EMPLOYMENT INCLUDE LACK OF CHILDCARE, PAST JUSTICE INVOLVEMENT, LIMITED EDUCATION, CHEMICAL DEPENDENCY, AND DISABILITY. OUR VISION IS THAT ALL PEOPLE HAVE THE OPPORTUNITY TO OBTAIN MEANINGFUL EMPLOYMENT, STRENGTHENING COMMUNITIES AND TRANSFORMING LIVES FOR GENERATIONS. 0 0 1288233 195001 JOB TRAINING AND CAREER SERVICES:TRUE NORTH GOODWILL'S JOB TRAINING AND CAREER SERVICES PROGRAMS HELP INDIVIDUALS WHO FACE BARRIERS TO SELF-SUFFICIENCY PREPARE FOR THE WORKPLACE THROUGH CASE MANAGEMENT, JOB SKILLS AND JOB READINESS TRAINING, ON-THE-JOB TRAINING, PLACEMENT, AND POST-PLACEMENT SERVICES. TRUE NORTH GOODWILL (TNG) PROVIDES PAID EMPLOYMENT SERVICES BOTH WITHIN TNG'S FACILITIES AND IN THE LOCAL COMMUNITY IN COMBINATION WITH TRAINING AS A PATHWAY TO INDIVIDUALS DEVELOPING SKILLS AND OVERCOMING BARRIERS TO EMPLOYMENT. EMPLOYMENT IS ALSO PROVIDED THROUGH TNG BUSINESS SERVICE CONTRACTS WITH LOCAL BUSINESSES AND ORGANIZATIONAL PARTNERS. THESE CONTRACTS INCLUDE JANITORIAL, LAWNCARE, ENTRY LEVEL MANUFACTURING, SHRINK WRAPPING, BOXING, STOCKING, OUTDOOR LAYDOWN STORAGE, PACKING/SORTING, GENERAL ASSEMBLY AND MORE. EMPLOYMENT OPPORTUNITIES ALLOW INDIVIDUALS TO DEVELOP SKILLS WHILE THEY EXPLORE AND TRAIN FOR CAREERS THAT WILL ENABLE THEM TO GAIN GREATER FINANCIAL INDEPENDENCE, TRANSFORM LIVES FOR GENERATIONS, AND CONTRIBUTE TO STRONGER COMMUNITIES. DURING THE YEAR ENDING JUNE 30, 2024, TNG PROVIDED OVER 1,000 SERVICES RELATED TO EMPLOYMENT AND TRAINING. 12669893 8360477 RETAIL SERVICES:TRUE NORTH GOODWILL'S MISSION IS SUPPORTED FINANCIALLY THROUGH OUR RETAIL STORES AND DONATION CENTERS. WITH OUR MISSION SERVICES PROGRAMS AND CAREER NAVIGATION CENTERS, WE PROVIDE PEOPLE WITH THE SKILLS AND TRAINING TO OVERCOME BARRIERS TO EMPLOYMENT AND GAIN STRONGER INDEPENDENCE. RETAIL REVENUES ARE REINVESTED BACK INTO THE 29 COUNTY TERRITORY WE SERVE IN NORTHERN MINNESOTA AND NORTHWESTERN WISCONSIN. IN ADDITION, OUR RETAIL STORES PROVIDE CUSTOMERS WITH AN AFFORDABLE SHOPPING EXPERIENCE FOR CLOTHING AND HOUSEHOLD ITEMS, WHILE KEEPING MILLIONS OF POUNDS OF ITEMS OUT OF THE LANDFILL EACH YEAR. 13958126 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 448 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 2187226351 700 GARFIELD AVE DULUTH MN 55802 ELISE POPELKA VICE CHAIR 1.00 X X 0 0 0 ANNETTE GUNTER SECRETARY 1.00 X X 0 0 0 JANA KAYSER CHAIR 1.00 X X 0 0 0 JOHN ERPESTAD DIRECTOR 1.00 X 0 0 0 JODY O'CONNOR DIRECTOR 1.00 X 0 0 0 ATOINETTE PEARSON DIRECTOR 1.00 X 0 0 0 STEVE SHARKEY DIRECTOR 1.00 X 0 0 0 VINCENT JONES TREASURER 1.00 X X 0 0 0 WENQING ZHANG DIRECTOR 1.00 X 0 0 0 KEVIN PILLSBURY DIRECTOR 1.00 X 0 0 0 DODIE BROWN CEO 40.00 X 188225 0 8993 ELISA GARIBAY DIRECTOR OF FINANCE 40.00 X 49896 0 4314 JAMES BRICKEY DIRECTOR OF RETAIL 40.00 X 104207 0 2073 342328 0 15380 3 0 1 0 0 20250 283935 6666844 6527189 6971029 RETAIL SERVICE REVENUE 459510 8360477 8360477 EMPLOYMENT SERVICE REVENUE 561300 175673 175673 8536150 150689 150689 14300 0 14300 14300 14300 448660 10000 149016 7385 299644 2615 302259 302259 5970 20250 14804 -8834 -8834 MISCELLANEOUS REVENUE 900099 19328 19328 19328 15984921 8555478 0 458414 517450 194802 301887 20761 5357321 4261026 1020910 75385 81105 69552 10778 775 379111 285551 86654 6906 506002 394989 103127 7886 30225 30225 63250 63250 25293 25293 209836 64346 145490 23880 5600 18070 210 255514 166867 87674 973 117759 54798 60008 2953 1102911 1050526 52385 110427 85130 23561 1736 39103 9708 28701 694 43 22 21 395935 351968 43967 101360 36688 64616 56 INVENTORY - CONTRIBUTED 6494833 6494833 COST OF GOODS SOLD - NE 121710 121710 MEMBERSHIP DUES 101710 500 101210 FREIGHT AND SHIPPING 101135 97022 4113 299132 212488 83311 3333 16435045 13958126 2329958 146961 68478 14931 2761876 1072401 198433 196311 520315 640119 161317 110333 9538839 5851800 2398087 3687039 4747637 4682077 1199265 1471340 12055408 11874551 618104 449559 10000 10315 1148746 1367388 1776850 1827262 X 10278558 10047289 0 10278558 10047289 12055408 11874551 -450124 218855 0 X X 0 1 X 1 0 X 49261 1179092 1130933 6567282 6971029 15897597 5689725 7381266 7867995 7302343 8536150 36777479 5738986 8560358 8998928 13869625 15507179 52675076 0 0 0 52675076 84397 58738 16423 166059 150689 476306 84397 58738 16423 166059 150689 476306 216685 27079 16901 78798 19328 358791 6040068 8646175 9032252 14114482 15677196 53510173 0.98440 0.98280 0.00890 0.00920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 25,302. 2020 AMOUNT: $ 27,079. 2021 AMOUNT: $ 16,901. 2022 AMOUNT: $ 28,798. 2023 AMOUNT: $ 13,593. INSURANCE PROCEEDS - 2019 AMOUNT: $ 191,383. 2022 AMOUNT: $ 50,000. 2023 AMOUNT: $ 3,520. COMMISSIONS - 2023 AMOUNT: $ 2,215. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 472588 472588 5947787 4243317 1704470 709914 353733 356181 2143743 1254750 888993 264807 264807 3687039 OTHER ASSETS 56358 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 17285 RIGHT OF USE ASSET 1397697 1471340 LEASE LIABILITY 1367388 1367388 X 16203776 218855 218855 15984921 0 15984921 16435045 0 16435045 0 16435045 PART X, LINE 2: GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC. IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND APPLICABLE MINNESOTA STATUTES AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE AGENCY DID NOT HAVE ANY UNRELATED BUSINESS INCOME. X X 0 THE DOTTED LINE COLLABORATIVE 17173 JEFFERSON COURT LAKEVILLE MN 55044 GRANT WRITING 0 32000 15925 16075 FLOURISH NONPROFIT DEVELOPMENT 1231 W 4TH ST DULUTH MN 55806 STRATEGIC ADVICE ON CAPITAL CAMPAIGN 0 0 1300 -1300 FUNDRAISING SOL 5533 ELLIOT AVE MINNEAPOLIS MN 55417 GRANT WRITING 0 0 1500 -1500 32000 18725 13275 GHOULWILL BASH 26220 20250 5970 7714 1995 5095 26220 20250 5970 7714 1995 5095 14804 -8834 X X X X 0 0 0 0 0 1 0 0 0 DODIE BROWN CEO 145000 0 43225 0 0 0 0 0 0 0 188225 0 0 0 PART I, LINE 6 THE ORGANIZATION PAID OUT BONUS IN FY 2024 ACCRUED FOR THE PRIOR YEAR. THE BONUSES FOR OFFICERS AND DIRECTORS ARE BASED ON THE ORGANIZATION'S MANAGEMENT INCENTIVE PLAN WHICH INDICATES THAT A PORTION OF THEIR BONUS ARE BASED ON THE PERFORMANCE OF THE ORGANIZATION AGAINST FIVE WEIGHTED MEASURES. X 6527189 THRIFT STORE VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 TRUE NORTH GOODWILL CHANGED THE COMPANY'S ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THERE IS AN INTERNAL REVIEW OF FORM 990, THEN IT IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BUSINESS RELATIONSHIPS SHOULD NOT EXIST BETWEEN GOODWILL AND ITS BOARD OF DIRECTORS, OFFICERS OF THE BOARD, KEY STAFF MEMBERS OR MEMBERS OF THE IMMEDIATE FAMILIES OF ANY OF THE FOREGOING. IF BUSINESS RELATIONSHIPS DO EXIST, THEY MUST BE FULLY DISCLOSED AND THE BOARD MEMBER, OFFICER OF THE BOARD OR KEY STAFF MEMBER CANNOT GAIN ANY UNFAIR ADVANTAGE BECAUSE OF THIS BUSINESS RELATIONSHIP. GOODWILL'S ARTICLES OF INCORPORATION AND BYLAWS FURTHER ADDRESS THE ISSUE OF CONFLICT OF INTEREST. ARTICLES OF INCORPORATION: ARTICLE III. CONTRACTS; OTHER TRANSACTIONS & DISSOLUTION A CONTRACT OR OTHER TRANSACTION BETWEEN THIS CORPORATION AND ONE OR MORE OF ITS MEMBERS, OR BETWEEN THIS CORPORATION AND ANY OTHER CORPORATION, FIRM OR ASSOCIATION IN WHICH ONE OR MORE OF ITS MEMBERS ARE STOCKHOLDERS OR INTERESTED PARTIES SHALL NOT BE VOID OR VOIDABLE IF THERE IS FULL DISCLOSURE OF THE INTEREST OF THE MEMBER AND THAT MEMBER GAINS NO UNFAIR ADVANTAGE BECAUSE OF THAT MEMBER STATUS AND ONE OF THE FOLLOWING OCCUR: (1) AT A MEETING OF THE BOARD OF DIRECTORS AUTHORIZING OR RATIFYING A CONTRACT OR TRANSACTION, THERE IS A QUORUM OF DIRECTORS NOT SO INTERESTED, AND THE CONTRACT OR OTHER TRANSACTION IS APPROVED BY A MAJORITY OF SUCH QUORUM; OR, (2) THE CONTRACT OR OTHER TRANSACTION IS RATIFIED AT AN ANNUAL OR SPECIAL MEETING OF MEMBERS . THIS CORPORATION SHALL NOT LEND ANY OF ITS ASSETS TO ANY MEMBER OR GUARANTEE TO ANY PERSON THE PAYMENT OF A LOAN BY ANY MEMBER OF THIS CORPORATION. BOARD MEMBERS SIGN A FORM ACKNOWLEDGING AGREEMENT WITH GOODWILL'S CONFLICT OF INTEREST POLICY AND IDENTIFY ANY POSSIBLE AREAS OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DO NOT RECEIVE ANY COMPENSATION. THE BOARD/COMPENSATION COMMITTEE SETS THE COMPENSATION FOR THE CEO AND PRESIDENT. THEY REVIEW DATA OF COMPENSATION PACKAGES FOR THE CEO POSITION OF ALL OTHER GOODWILLS OF SIMILAR SIZE (AVAILABLE ANNUALLY FROM THE NATIONAL GOODWILL OFFICE). THEY REVIEW PERFORMANCE AS RELATED TO THE JOB DESCRIPTION AND PROGRESS ON GOALS SET FOR THE YEAR. THE PERSONS MAKING THE COMPENSATION DECISION ARE INDEPENDENT FROM THE COMPENSATION BEING SET. THE CEO AND PRESIDENT DETERMINE COMPENSATION CHANGES FOR ALL DEPARTMENT MANAGERS. THEY HAVE ACCESS TO SIMILAR DATA FROM NATIONAL GOODWILL AND THE MN COUNCIL OF NONPROFITS. 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 IN SECTION 6104(D). FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PART VI, LINE 4 THE ORGANIZATION CHANGED IT'S NAME IN FY 2024, AND UPDATED THEIR ARTICLES OF INCORPORATION AND BYLAWS TO BE CONSISTENT WITH THAT CHANGE.