2024-11-11T08:56:04-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 530196588 DAVIS MEMORIAL GOODWILL INDUSTRIES DAVI 2026364225 1140 3RD STREET NE 350 WASHINGTON DC 20002 CATHERINE A MELOY PRESIDENT & CEO 2026364225 2024-11-08 1 0 AARON M FOX P01365820 2022274000 2024-11-08 2023 2024-10-15 13:58:12Z GOODWILL OF GREATER WASHINGTON CATHERINE A MELOY 1140 3RD STREET NE 350 WASHINGTON DC 20002 91168527 0 X WWW.DCGOODWILL.ORG X 1935 DC PROVIDE FREE EDUCATION, JOB TRAINING, AND EMPLOYMENT SERVICES TO PEOPLE WITH DISADVANTAGES AND DISABILITIES. 16 15 1278 15 0 0 14938094 16587721 15053147 16523746 265342 128084 37077815 41834742 67334398 75074293 5000 671666 0 0 38956459 42028605 0 0 1088428 25655053 26646140 64616512 69346411 2717886 5727882 79111900 78951988 55366999 48525464 23744901 30426524 X GOODWILL OF GREATER WASHINGTON'S MISSION IS TO TRANSFORM LIVES AND COMMUNITIES THROUGH THE POWER OF EDUCATION AND EMPLOYMENT. GOODWILL PROVIDES FREE JOB TRAINING AND EMPLOYMENT SERVICES TO PEOPLE WITH DISADVANTAGES, DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT THROUGHOUT THE GREATER WASHINGTON, DC METROPOLITAN REGION. 0 0 49907378 671666 55761478 DONATED GOODS: IN 2023, GOODWILL OF GREATER WASHINGTON OPERATED 21 RETAIL STORES, 19 DONATION CENTERS, AND THREE WAREHOUSES THAT ARE CENTRAL TO THE FULFILLMENT OF GOODWILL'S MISSION TO PROVIDE JOBS, JOB TRAINING, EDUCATION, AND EMPLOYMENT SERVICES FOR PEOPLE WITH DISADVANTAGES AND DISABILITIES. IN 2023, MORE THAN $55 MILLION WORTH OF GENTLY USED CLOTHING, FURNITURE, AND OTHER HOUSEHOLD GOODS WERE SORTED, PRICED, AND SOLD IN GOODWILL'S 21 RETAIL LOCATIONS PLUS ONLINE, SAVING OUR CUSTOMERS HUNDREDS OF THOUSANDS OF DOLLARS ON QUALITY, LOW-COST GOODS, WHILE PROVIDING THE REVENUE NECESSARY TO FUND OUR CRITICAL JOB TRAINING, EDUCATION, AND EMPLOYMENT PROGRAMS AND SERVICES. IN 2023, MORE THAN 2.2 MILLION TRANSACTIONS WERE MADE IN OUR BRICK-AND-MORTAR STORES AND OVER 86,000 ONLINE. ADDITIONALLY, MORE THAN 986,000 GENEROUS DONATIONS WERE RECEIVED, KEEPING MORE THAN 45 MILLION POUNDS OF MATERIAL OUT OF AREA LANDFILLS. GOODWILL STORES ARE ALSO A SOURCE OF MISSION FULFILLMENT. WE DON'T JUST PROVIDE JOB TRAINING TO PEOPLE WITH BARRIERS TO EMPLOYMENT; WE ALSO EMPLOY THEM. MANY OF GOODWILL'S 713 RETAIL AND DONATED GOODS TEAM MEMBERS HAVE OVERCOME SIGNIFICANT CHALLENGES AND OBSTACLES TO FIND SUCCESS IN THEIR WORK. 11025896 13846256 CONTRACTS: ONE OF GOODWILL OF GREATER WASHINGTON'S MOST SUCCESSFUL BUSINESS AND MISSION FULFILLMENT OPERATIONS IS ITS CONTRACT SERVICES DIVISION. IN 2023, UNDER THE ABILITY ONE PROGRAM AND COMMERCIAL CONTRACTS, GOODWILL EMPLOYED 207 PEOPLE IN ITS 13 CONTRACT SITES THROUGHOUT THE DC AREA CLEANING MORE THAN 3 MILLION SQUARE FEET AT BUILDINGS INCLUDING THE BUREAU OF ENGRAVING & PRINTING, THE NATIONAL GALLERY OF ART, SENATE OFFICE BUILDING, BOLLING AIR FORCE BASE, AND THE U.S. GEOLOGICAL SURVEY. APPROXIMATELY 76% OF ALL THE LABOR HOURS PERFORMED ON THESE CONTRACTS ARE PERFORMED BY INDIVIDUALS WITH SIGNIFICANT DISABILITIES, AND THE AVERAGE HOURLY WAGE, WITH BENEFITS, FOR ALL CONTRACTS TEAM MEMBERS WAS $21.97/HOUR. GOODWILL PROVIDES CUSTODIAL, GROUNDS MAINTENANCE, AND GLASSWARE CLEANING SERVICES TO GOVERNMENT AND COMMERCIAL FACILITIES. GOODWILL OFFERS ITS TEAM MEMBERS HOPE, DIGNITY, AND A FUTURE FOR THEMSELVES AND THEIR FAMILIES. 2063066 2677490 WORKFORCE DEVELOPMENT:IN 2023, GOODWILL OF GREATER WASHINGTON'S MISSION IMPACT TEAM PROVIDED WORKFORCE DEVELOPMENT SERVICES TO 2,518 PEOPLE THROUGHOUT THE GREATER WASHINGTON, DC REGION. THESE CRITICAL SERVICES WERE FUNDED THROUGH THE REVENUE GENERATED BY GOODWILL'S CONTRACTS OPERATIONS, THE DONATIONS SOLD AT GOODWILL'S 21 AREA RETAIL STORES AND ONLINE, AND THROUGH THE GENEROUS FINANCIAL SUPPORT OF OUR INDIVIDUAL AND CORPORATE DONORS. THE COMMUNITY DEMAND FOR WORKFORCE DEVELOPMENT SERVICES CONTINUES TO GROW AND EVOLVE DUE TO THE RECOGNITION OF GOODWILL'S SUCCESS IN TRAINING, EDUCATING, AND HIRING PEOPLE WHO HAVE BEEN MOST CHALLENGED IN FINDING EMPLOYMENT ON THEIR OWN. THE POPULATIONS GOODWILL SERVES ARE VERY DIVERSE AND FACE A VARIETY OF BARRIERS TO EMPLOYMENT. THEY MAY HAVE PHYSICAL, EMOTIONAL, DEVELOPMENTAL, OR OTHER DISABLING CONDITIONS; OR THEY MAY LACK AN EDUCATION OR ENGLISH PROFICIENCY. SOME OF THE PEOPLE GOODWILL SERVES ARE JUSTICE SYSTEM INVOLVED AND TRYING TO REBUILD THEIR LIVES. OTHERS, PARTICULARLY WOMEN, HAVE HAD DIFFICULTY IN KEEPING STEADY EMPLOYMENT DUE TO THE CHALLENGES OF CARING FOR DEPENDENTS. THE ONE CONSISTENT BARRIER FACED BY ALL THE PEOPLE WHO WALK THROUGH GOODWILL'S DOORS IS A LACK OF MARKETABLE JOB SKILLS. THAT'S WHY THE COMMUNITY IMPACT TEAM PROVIDES JOB COACHING, CAREER DEVELOPMENT, AND RETENTION SERVICES. THESE SERVICES HELP INDIVIDUALS WITH DISADVANTAGES AND DISABILITIES ENTER OR RE-ENTER THE WORKFORCE WITH CONFIDENCE AND DIGNITY, WHILE HELPING THEM GROW IN THEIR CAREERS. TO FURTHER ADDRESS THE NEEDS OF THE UNDERSERVED IN THE COMMUNITY, GOODWILL OF GREATER WASHINGTON OPENED THE GOODWILL EXCEL CENTER, PUBLIC CHARTER SCHOOL IN 2016. THE EXCEL CENTER IS WASHINGTON, DC'S FIRST ADULT CHARTER HIGH SCHOOL TO OFFER A HIGH SCHOOL DIPLOMA, RATHER THAN A GED, AS WELL AS INDUSTRY-RECOGNIZED CERTIFICATIONS TO DC RESIDENTS WHO HAVE NOT COMPLETED THEIR HIGH SCHOOL EDUCATION. WITH APPROXIMATELY 60,000 ADULT DC RESIDENTS LACKING A HIGH SCHOOL DIPLOMA OR THE EQUIVALENT, THE NEED IS GREAT. IN 2023 THE GOODWILL EXCEL CENTER ENROLLED 741 STUDENTS AND GRADUATED 91. GOODWILL'S PRIMARY GOAL AT THE SCHOOL, AS WELL AS WITH ALL WORKFORCE DEVELOPMENT PROGRAMS, IS TO MATCH THE SKILLS, INTERESTS, AND WORK PREFERENCES OF THE STUDENTS TO THE NEEDS OF LOCAL EMPLOYERS WHO OFFER SUSTAINABLE WAGES. THIS IS ACCOMPLISHED THROUGH AN INDIVIDUALIZED EDUCATIONAL AND/OR EMPLOYMENT PLAN, MOCK INTERVIEWS, CAREER ASSESSMENTS, INTERNSHIPS, WORK TRIALS, AND OTHER DISCOVERY STRATEGIES. GOODWILL OF GREATER WASHINGTON IS ALSO PLACING A GREATER EMPHASIS ON PROVIDING CAREER ENHANCEMENT AND SUPPORTIVE SERVICES TO ITS OWN TEAM MEMBERS MANY OF WHOM FACE SIMILAR BARRIERS TO THE POPULATIONS SERVED THROUGH GOODWILL'S JOB TRAINING PROGRAMS. GOODWILL'S RISE COACHING PROGRAM PROVIDES TEAM MEMBERS WITH ACCESS TO COMMUNITY SERVICES AND RESOURCES THAT CAN HELP THEM OVERCOME PERSONAL BARRIERS SUCH AS TRANSPORTATION, HOUSING, FINANCIAL MANAGEMENT OR CHILDCARE. IN 2023, 894 GOODWILL EMPLOYEES RECEIVED FREE LEARNING AND DEVELOPMENT SERVICES TO ASSIST THEM IN ACHIEVING THEIR PERSONAL AND PROFESSIONAL GOALS. ADDITIONALLY, THROUGH GOODWILL'S TRAC (THE RISE ACADEMY) CAREER DEVELOPMENT PROGRAM, GOODWILL PREPARES ITS TEAM MEMBERS FOR CAREER GROWTH AND ADVANCEMENT INSIDE OR OUTSIDE OF GOODWILL. LAST YEAR, 141 GOODWILL TEAM MEMBERS RECEIVED FREE CAREER TRAINING PROGRAMS AND SERVICES. 564930 EDUCATION PROGRAM 564930 63561270 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 129 0 1 1278 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD VA X X JEFFREY ROSTAND 2027152612 1140 3RD STREET NE 350 WASHINGTON DC 20002 SOLOMON KEENE CHAIR 1.00 X X 0 0 0 KEVIN JACOBS VICE CHAIR & TREASURER 1.00 X X 0 0 0 GHADA IJAM SECRETARY 1.00 X X 0 0 0 GLEN S HOWARD GOVERNANCE CHAIR 1.00 X X 0 0 0 RICK CRUZ DIRECTOR 1.00 X 0 0 0 JOHN GOODMAN DIRECTOR AS OF 12/2023 1.00 X 0 0 0 THOMAS GRAHAM DIRECTOR 1.00 X 0 0 0 FREDERICK HUMPHRIES DIRECTOR 1.00 X 0 0 0 DEBBI JARVIS DIRECTOR 1.00 X 0 0 0 DONALD BLUE JENKINS DIRECTOR 1.00 X 0 0 0 DANIEL KOTTER DIRECTOR AS OF 12/2023 1.00 X 0 0 0 EVELYN LEE DIRECTOR 1.00 X 0 0 0 JAMES MACGREGOR DIRECTOR 1.00 X 0 0 0 LISA MALLORY DIRECTOR 1.00 X 0 0 0 ED RYAN DIRECTOR UNTIL 12/2023 1.00 X 0 0 0 JOSH THOMAS DIRECTOR 1.00 X 0 0 0 KEVIN VIROSTEK DIRECTOR UNTIL 12/2023 1.00 X 0 0 0 CATHERINE A MELOY PRESIDENT & CEO 40.00 X X 579916 0 156276 JEFFREY ROSTAND CHIEF FINANCIAL OFFICER 40.00 X 229266 0 33968 COLLEEN PALETTA CHIEF INTEGRATION OFFICER 40.00 X 234830 0 22877 ROSA PROCTOR CFO EMERITUS 40.00 X 258573 0 17369 RICHARD J COLE CHIEF OF EXPANSION 32.00 8.00 X 206273 51568 36745 BRENDAN HURLEY CHIEF OF COLLAB., COMM., & MKTG. 40.00 X 233827 0 21506 STEVEN GELFOUND VP, TECHNOLOGY & INFRASTRUCTURE 40.00 X 199719 0 12419 JANECE KLEBEN CHIEF COMMUNITY IMPACT OFFICER 40.00 X 199492 0 23443 2141896 51568 324603 26 0 1 0 FEDERAL EXPRESS PO BOX 371461 PITTSBURGH PA 15250 SHIPPING SERVICES 780938 SOURCE AMERICA 8401 OLD COURTHOUSE ROAD VIENNA VA 22182 PROCUREMENT OF FEDERAL CONTRACTS 519095 CERIDIAN CORPORATION 3311 E OLD SHAKOPEE ROAD BLOOMINGTON MN 55425 PAYROLL PROCESSING 317834 UPRIGHT LABS INC PO BOX 96503 WASHINGTON DC 20090 ECOMMERCE CONSULTING 230183 INTEGRAL MAINTENANCE OF PROPERTIES LL 108 CHARLES ROAD LINTHICUM HEIGHTS MD 21090 JANITORIAL SERVICES 146254 10 8809 152910 16426002 13920969 16587721 CONTRACT SERVICE INCOME 900099 13846256 13846256 SERVICE CONTRACTS 900099 2677490 2677490 16523746 226147 226147 2038788 2136851 -98063 -98063 -98063 55761478 13957383 41804095 41804095 MISCELLANEOUS 900099 30647 30647 30647 75074293 58327841 0 158731 671666 671666 1110669 793282 225350 92037 34594673 32164641 2085744 344288 297718 286462 11214 42 3288141 3048823 191224 48094 2737404 2561148 150164 26092 6671 5003 1267 401 127392 95544 24204 7644 37504 37504 2318346 1943781 280070 94495 507704 133222 373515 967 5077248 4835203 190085 51960 477558 436422 16476 24660 12380751 11640930 549261 190560 170281 139375 22666 8240 59393 6364 52663 366 10816 3585 5439 1792 1714323 1241840 352027 120456 458051 406124 49215 2712 OTHER EXPENSES 1527980 1375733 78625 73622 AUCTION FEES 1284564 1284564 SOURCEAMERICA COMM. 487558 487558 69346411 63561270 4696713 1088428 1817632 5583820 931753 790943 62192 114324 3165578 2922819 958663 922249 2120948 1631471 24741678 16624548 7450775 8117130 7362489 8841158 55241870 50028074 79111900 78951988 3572137 3873429 147546 193499 51647316 44458536 55366999 48525464 X 22990566 29662365 754335 764159 23744901 30426524 79111900 78951988 5727882 953741 0 X 0 1 X 1 0 X 14366805 12377170 15072733 14938094 16587721 73342523 14366805 12377170 15072733 14938094 16587721 73342523 73342523 108109 165537 142354 177373 226147 819520 99132 8636 20495 490 30647 159400 74321443 298048299 0.98680 0.98730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 99,132. 2020 AMOUNT: $ 8,636. 2021 AMOUNT: $ 20,495. 2022 AMOUNT: $ 490. 2023 AMOUNT: $ 30,647. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218700 1218700 6330946 4546362 1784584 7954678 4597953 3356725 7020991 5984871 1036120 2216363 1495362 721001 8117130 OPERATING RIGHT-OF-USE ASSETS 38173362 DUE FROM BEST KEPT BUILDINGS 11016054 DEPOSITS 609237 FINANCE RIGHT-OF-USE ASSETS 229421 50028074 OPERATING LEASE LIABILITY 42829874 DEFERRED COMPENSATION LIABILITY 1266803 FINANCE LEASE LIABILITY 246859 DEPOSITS 115000 44458536 X PART X, LINE 2: GOODWILL PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX EXEMPT STATUS. 1 GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY INC 300 EAST LEA BLVD WILMINGTON DE 19802 510064311 501(C)(3) 333333 0 PROGRAM SUPPORT GOODWILL INDUSTRIES OF THE CHESAPEAKE INC 3700 KOPPERS STREET STE 200 BALTIMORE MD 21227 520591576 501(C)(3) 333333 0 PROGRAM SUPPORT 2 PART I, LINE 2: GGW WORKS WITH THE CORPORATIONS IN FURTHERANCE OF ITS SUSTAINABILITY PROGRAMS. THE FUNDS ARE ACTIVELY MONITORED TO ENSURE PROPER USE. X X X X X 0 0 0 0 0 0 0 1 0 CATHERINE A MELOY PRESIDENT & CEO 388916 0 173000 0 18000 0 145240 0 11036 0 736192 0 173000 0 RICHARD J COLE CHIEF OF EXPANSION 197130 49282 9143 2286 0 0 23456 1989 11300 0 241029 53557 9143 0 ROSA PROCTOR CFO EMERITUS 245883 0 12690 0 0 0 15083 0 2286 0 275942 0 12690 0 JEFFREY ROSTAND CHIEF FINANCIAL OFFICER 218016 0 11250 0 0 0 12200 0 21768 0 263234 0 11250 0 COLLEEN PALETTA CHIEF INTEGRATION OFFICER 224480 0 10350 0 0 0 20270 0 2607 0 257707 0 10350 0 BRENDAN HURLEY CHIEF OF COLLAB., COMM., & MKTG. 223477 0 10350 0 0 0 20270 0 1236 0 255333 0 10350 0 JANECE KLEBEN CHIEF COMMUNITY IMPACT OFFICER 190242 0 9250 0 0 0 18169 0 5274 0 222935 0 9250 0 STEVEN GELFOUND VP, TECHNOLOGY & INFRASTRUCTURE 190469 0 9250 0 0 0 10120 0 2299 0 212138 0 9250 0 PART I, LINE 7 IN ACCORDANCE WITH THE TERMS OF THE CHIEF EXECUTIVE OFFICER'S (CEO) EMPLOYMENT CONTRACT, THE CEO RECEIVED A BONUS FOR ACHIEVING CERTAIN ANNUAL ORGANIZATIONAL AND MISSION TARGETS AND A RETENTION BONUS. THESE PERFORMANCE MEASURES ARE APPROVED AND THEN MONITORED THROUGHOUT THE YEAR BY THE FULL BOARD OF DIRECTORS. IN ADDITION, BASED ON PERFORMANCE MEASURES, PROFESSIONAL STAFF RECEIVED A PERFORMANCE BONUS, AS SUBJECT TO BOARD OF DIRECTORS REVIEW AND APPROVAL. X 13920969 FMV X 1 4709 FMV 0 1 1 PART I, COLUMN (B): GGW REPORTS THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). PART I, LINE 32B: CLOTHING AND HOUSEHOLD GOODS DONATED TO THE ORGANIZATION ARE SOLD ON SHOPGOODWILL.COM AND MAY OCCASIONALLY SELL ON OTHER WEBSITES, AS DEEMED APPROPRIATE. ADDITIONALLY, AN OUTSIDE COMPANY SELLS DONATED VEHICLES ON BEHALF OF GOODWILL AND PROVIDES NET PROCEEDS AFTER DEDUCTING A COMMISSION. FORM 990, PART VI, SECTION B, LINE 11B GOODWILL'S FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, MARCUM, LLP AND IS REVIEWED INTERNALLY BY SENIOR MANAGEMENT. IT IS THEN SUBMITTED BY THE PRESIDENT TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE GOODWILL OF GREATER WASHINGTON CONFLICT OF INTEREST POLICY APPLIES TO ALL THE GOODWILL DIRECTORS, OFFICERS, AND EMPLOYEES. BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. ALL EMPLOYEES AND BOARD MEMBERS MUST AVOID EVEN THE APPEARANCE OF A POTENTIAL CONFLICT OF INTEREST. ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS TO BE REPORTED TO THE COMPLIANCE OFFICER. THESE DOCUMENTS ARE KEPT ON FILE BY THE CHIEF OF STAFF OR OTHER DESIGNEE. FORM 990, PART VI, SECTION B, LINE 15 WRITTEN COMPARISONS OF THE SENIOR MANAGEMENT COMPENSATION ARE MADE AGAINST FOR-PROFIT AND NON-PROFIT ORGANIZATIONS, INCLUDING OTHER SIMILAR SIZE GOODWILL ORGANIZATIONS. CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (PURSUANT TO AUTHORITY DELEGATED TO IT BY THE FULL BOARD) FOLLOWING, AMONG OTHER THINGS, THE BOARD'S COMPLETION OF A PERFORMANCE EVALUATION SURVEY. THE LAST COMPENSATION REVIEW WAS COMPLETED IN THE 4TH QUARTER OF 2023. BY BOARD DIRECTION, ALL GOODWILL ASSOCIATES, INCLUDING THE CEO, ARE PAID BETWEEN THE 75TH AND 125TH PERCENTILE FOR COMPARABLE POSITIONS IN BOTH FOR PROFIT (WHERE APPROPRIATE) AND NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC UPON REQUEST. FURTHERMORE, THE FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE POSTED ON GOODWILL'S WEBSITE. THE GOOD PLANET INC 3700 KOPPERS STREET SUITE 200 BALTIMORE MD 21227 921197941 SUPPORT OF GOODWILL ORGANIZATIONS MD 501(C)(3) LINE 12A, I 0 BEST KEPT BUILDINGS INC 1140 3RD STREET NE SUITE 350 WASHINGTON DC 20002 200746642 JANITORIAL SERVICES DC DAVIS MEMORIAL GOODWILL INDUSTRIES C 1078455 90225 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 BEST KEPT BUILDINGS INC A 460060 FMV BEST KEPT BUILDINGS INC L 10644562 FMV BEST KEPT BUILDINGS INC M 1428236 FMV BEST KEPT BUILDINGS INC O 53557 FMV