2024-11-11T13:05:30-06:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2023-01-01 540884014 GOODWILL INDUSTRIES OF THE VALLEYS INC GOOD 5405810620 PO BOX 2420 ROANOKE VA 24010 RICHMOND J VINCENT JR PRESIDENT & CEO 5405810620 2024-11-08 1 0 EVAN ROSS P01786214 5403450936 2024-11-08 2023 2024-10-15 13:58:12Z RICHMOND J VINCENT JR PO BOX 2420 ROANOKE VA 24010 20620083 0 X WWW.GOODWILLVALLEYS.COM X 1970 VA THROUGH THE WORK OF GOODWILL, PEOPLE WILL HAVE THE OPPORTUNITY TO ACHIEVE THEIR GREATEST POTENTIAL. 18 18 515 52 9897 0 809869 6774005 7431213 7392567 623387 -430078 5855310 5565763 14719779 19302257 0 0 0 0 12913178 13188229 14750 0 331018 6143843 6609029 19071771 19797258 -4351992 -495001 62154379 66146209 28481750 29827836 33672629 36318373 X GOODWILL'S MISSION IS TO EMPOWER INDIVIDUALS, STRENGTHEN FAMILIES, AND INSPIRE COMMUNITIES THROUGH JOB SKILLS TRAINING AND WORK PLACEMENT OPPORTUNITIES WITH A MULTI-GENERATIONAL APPROACH FOCUSED ON REMOVING BARRIERS. 0 0 5289195 2881988 WORKFORCE DEVELOPMENT - GOODWILL RECEIVES FEDERAL GRANTS DESIGNED TO ASSIST INDIVIDUALS WHO ARE LOW INCOME, DISLOCATED, OVER THE AGE OF 55 AND ON A LOW INCOME, YOUTH THAT ARE AT-RISK, AND OTHER INDIVIDUALS WHO HAVE BARRIERS TO EMPLOYMENT. GOODWILL PROVIDES TRAINING AND EDUCATION TO PREPARE INDIVIDUALS FOR EMPLOYMENT OPPORTUNITIES AND HELPS THEM TO FIND A JOB. THROUGH TRAINING AND EMPLOYMENT PROGRAMS INDIVIDUALS ARE ABLE TO ACHIEVE THE PRIDE, DIGNITY, AND SELF-RESPECT THAT COMES FROM EARNING A PAYCHECK AND CONTRIBUTING TO THE COMMUNITY. 3916487 3331219 WORK TRAINING SERVICES - GOODWILL PROCURES GRANTS FROM LOCAL, REGIONAL, AND NATIONAL FOUNDATIONS, COMPANIES, AND MUNICIPALITIES TO FUND PROGRAMS THAT HELP INDIVIDUALS GET BACK TO WORK AND GAIN GREATER INDEPENDENCE. INDIVIDUALS SERVED INCLUDED YOUTH, ADULTS, AND SENIORS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT, SUCH AS INCARCERATION AND YOUTH WHO ARE AT RISK OF DROPPING OUT OF SCHOOL OR INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM. 967720 1179360 SOURCE AMERICA - GOODWILL CONTRACTS WITH THE FEDERAL GOVERNMENT TO EMPLOY INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT. THESE INDIVIDUALS PROVIDE JANITORIAL SERVICES IN LOCAL FEDERAL FACILITIES THUS ALLOWING THEM TO LIVE AND WORK INDEPENDENTLY. 5358373 MANAGEMENT SERVICES PERFORMED FOR GOODWILL INDUSTRIES OF THE VALLEY WORKS. 5358373 10173402 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 1 1 0 0 1 80 0 1 515 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X THE CORPORATION 5405810620 310 1ST STREET SW STE 1200 ROANOKE VA 24011 MATTHEW CHURCHILL CHAIR 1.00 1.00 X X 0 0 0 AARON BOUSH VICE CHAIR 1.00 1.00 X X 0 0 0 JOHN WOOD SECRETARY 1.00 1.00 X X 0 0 0 JOSEPH BRADNEY DIRECTOR 1.00 1.00 X 0 0 0 CURTIS BURCHETT DIRECTOR 1.00 1.00 X 0 0 0 LISA CLAUSE DIRECTOR 1.00 1.00 X 0 0 0 BRIAN FINNEY DIRECTOR 1.00 1.00 X 0 0 0 RANDALL GATZKE DIRECTOR 1.00 1.00 X 0 0 0 SHEILA UMBERGER DIRECTOR 1.00 1.00 X 0 0 0 TIFFANY LEE DIRECTOR 1.00 1.00 X 0 0 0 JEREMY LONGSHORE TREASURER 1.00 1.00 X X 0 0 0 GLORIA MANNS DIRECTOR 1.00 1.00 X 0 0 0 SAM WORTHINGTON DIRECTOR 1.00 1.00 X 0 0 0 AUTUMN VISSER DIRECTOR 1.00 1.00 X 0 0 0 ANGELIA VERNON DIRECTOR 1.00 1.00 X 0 0 0 LORI CAULEY DIRECTOR 1.00 1.00 X 0 0 0 MELISSA LUPIN DIRECTOR 1.00 1.00 X 0 0 0 JOHN PROVO DIRECTOR 1.00 1.00 X 0 0 0 RICHMOND VINCENT PRESIDENT & CEO 40.00 1.00 X 275671 0 22973 JACKSON G GREEN CHIEF FINANCIAL OFFICER 40.00 1.00 X 198318 0 20410 RACHEL PUTNAM CHIEF STRATEGY, PEOPLE OFF 40.00 1.00 X 175100 0 12796 MINDY BOYD CHIEF OPERATIONS OFFICER 1.00 40.00 X 0 202006 12779 BRENDA MOORE CHIEF INFORMATION OFFICER 40.00 1.00 X 201083 0 10800 STEPHANIE SMOOT VICE PRESIDENT 40.00 1.00 X 104186 0 12724 STEPHANIE HOER VICE PRESIDENT 40.00 1.00 X 136832 0 13450 BRANDY TABOR VICE PRESIDENT 40.00 1.00 X 111494 0 9618 PHILLIP FRENCH VICE PRESIDENT 40.00 1.00 X 134025 0 4711 CHRIS CONNER VICE PRESIDENT 40.00 1.00 X 119076 0 13327 ZENITH BARRETT VICE PRESIDENT 40.00 1.00 X 109396 0 14670 JIM FORER VICE PRESIDENT 1.00 40.00 X 0 145214 4947 MARY ANN GILMER CHIEF EXTERNAL AFFAIRS OFFICER 40.00 1.00 X 176658 0 5277 DONNA STUCKER CHIEF PHILANTHROPY OFFICER 40.00 1.00 X 128648 0 8573 SHARON HODGES DIRECTOR OF RE & ASSET MGMT 40.00 1.00 X 101383 0 3683 1971870 347220 170738 13 0 1 0 UHS PREMIUM BILLING PO BOX 94017 PALATINE IL 600944017 BENEFIT 1180697 ENTEROS DESIGN PC 7 NORTH 25TH STREET STE 100 RICHMOND VA 23223 CAPITAL PROJECT 932973 BERKLEY INSURANCE VENDOR PO BOX 631188 CINCINATTI OH 452631188 WORKERS COMP VENDOR 474692 SELECTIVE INSURANCE CO OF AMERICA PO BOX 382034 PITTSBURGH PA 15251 INSURANCE BROKER 454881 CONVERGENT NONPROFIT SOLUTIONS 520 SHERITAN WAY SMYRNA GA 30082 CONSULTANT 262250 5 17277 4000000 1238941 1517787 6774005 WORK TRAINING SERVICES 561300 3331219 3331219 WORKFORCE DEVELOPMENT 561300 2881988 2881988 SOURCE AMERICA 561300 1179360 1179360 7392567 833848 833848 48458 38561 9897 9897 9897 15339 1279265 -1263926 -1263926 -1263926 RELATED ORGANIZATION MGMT FEE 561000 5358373 5358373 MANAGEMENT, VENDING, REFUNDS AND 900099 197493 197493 5555866 19302257 12750940 9897 -232585 2069894 2069894 8684852 6873812 1674652 136388 135703 81581 53031 1091 1463831 879450 572039 12342 833949 549376 274104 10469 52947 52947 86370 86370 62189 62189 1514224 184996 1329228 162911 -10324 173235 547343 220857 321865 4621 1067594 1067594 311418 26845 274104 10469 11605 11605 222554 222554 968441 568187 398494 1760 233746 47923 185818 5 WORKFORCE PROGRAM EXPEN 782798 516479 265043 1276 OTHER 430081 218362 198072 13647 BAD DEBT 154808 15858 138950 19797258 10173402 9292838 331018 10261615 3935668 52373 611635 1079918 1013716 701835 505635 57470320 20074866 30025160 37395454 19680436 22189855 353042 494246 62154379 66146209 3220112 3054289 10103585 8890157 4083359 9628791 11074694 8254599 28481750 29827836 X 23490364 35495533 10182265 822840 33672629 36318373 62154379 66146209 -495001 3178603 -37708 -150 0 X X 0 1 X 1 1 1 X 4588966 16499621 2359463 2641690 6774005 32863745 15546216 13156899 15473326 13152258 12750940 70079639 20135182 29656520 17832789 15793948 19524945 102943384 2305249 4127728 4000000 10432977 0 2305249 4127728 4000000 10432977 92510407 249739 259664 806811 723332 882306 2921852 249739 259664 806811 723332 882306 2921852 176361 132588 197493 506442 20384921 29916184 18815961 16649868 20604744 106371678 0.86970 0.88010 0.02750 0.02070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 35110 35110 0 PART II-B, LINE 1: GOODWILL INDUSTRIES OF THE VALLEYS INC ADVOCATE FOR LEGISLATION ALLOWING AN ADULT HIGH SCHOOL MODEL THROUGH WHICH INDIVIDUALS TYPICALLY AGED 25 OR OLDER CAN EARN A FULL HIGH SCHOOL DIPLOMA. THIS "EXCEL SCHOOL" MODEL HAS BEEN USED SUCCESSFULLY BY GOODWILLS IN OTHER STATES AS PART OF JOB READINESS TRAINING FOR INDIVIDUALS. THE FOCUS OF THE BI-PARTISAN LOBBYING IN 2022 WAS PASSAGE OF THIS LEGISLATION WHICH WAS SUCCESSFUL IN THE 2023 GENERAL ASSEMBLY. OUR FOCUS HAS BEEN SECURING SUPPORT FROM GENERAL ASSEMBLY MEMBERS TO SUPPORT OUR FUNDING REQUEST NEEDED TO LAUNCH THE EXCEL CENTER. OUR GOODWILL HOPES TO START AN EXCEL SCHOOL AT OUR MELROSE CAMPUS ONCE FUNDING IS SECURED. 8003621 8003621 26362580 10843582 15518998 2732914 2465062 267852 9937057 5390446 4546611 10434148 1375776 9058372 37395454 DUE TO RELATED ORGANIZATION 8254599 8254599 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RICHMOND VINCENT PRESIDENT & CEO 268471 0 0 0 7200 0 12485 0 10488 0 298644 0 0 0 JACKSON G GREEN CHIEF FINANCIAL OFFICER 192765 0 0 0 5553 0 9831 0 10579 0 218728 0 0 0 MINDY BOYD CHIEF OPERATIONS OFFICER 0 200072 0 0 0 1934 0 4079 0 8700 0 214785 0 0 BRENDA MOORE CHIEF INFORMATION OFFICER 194083 0 1000 0 6000 0 10110 0 690 0 211883 0 0 0 RACHEL PUTNAM CHIEF STRATEGY, PEOPLE OFF 155939 0 15000 0 4161 0 4884 0 7912 0 187896 0 0 0 MARY ANN GILMER CHIEF EXTERNAL AFFAIRS OFFICER 175982 0 0 0 676 0 0 0 5277 0 181935 0 0 0 STEPHANIE HOER VICE PRESIDENT 136832 0 0 0 0 0 4247 0 9203 0 150282 0 0 0 JIM FORER VICE PRESIDENT 0 142592 0 0 0 2622 0 4278 0 669 0 150161 0 0 PART I, LINE 1A IF THE SPOUSE OR SIGNIFICANT OTHER IS INVOLVED IN THE BUSINESS PURPOSE OF THE TRIP, ONLY ACTUAL EXPENSES INCURRED BY THE ASSOCIATE FOR MEALS, ROOM, TRANSPORTATION, AND OTHER BUSINESS-RELATED EXPENSES WILL BE REIMBURSED. THE EXPENSE REPORTS ARE REVIEWED AND APPROVED BY THE CFO TWICE A YEAR AND THE AMOUNTS ARE INCLUDED AS TAXABLE FRINGE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS SIGNED BY THE CEO AND ELECTRONICALLY SUBMITTED TO THE IRS. THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, SENIOR LEADERSHIP MEMBERS, AND DIRECTOR LEVEL EMPLOYEES MUST COMPLETE AND SIGN A DISCLOSURE FORM ANNUALLY THAT STATES THEY HAVE READ, AGREE WITH, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY GOVERNING BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHEN PERMITTED BY LAW. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE IS APPOINTED BY THE BOARD AND MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IT IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO. THE COMMITTEE USES AN ANNUAL MARKET SALARY STUDY FROM A THIRD PARTY THAT COMPARES POSITIONS BY INDUSTRY, GEOGRAPHIC SCOPE, AND ANNUAL REVENUE FOR BASE SALARY AND TOTAL COMPENSATION. A REVIEW OF THE PREVIOUS YEAR'S OUTCOMES, PERFORMANCE, AND GOALS ATTAINED ARE ALSO CONSIDERED DURING THE PERFORMANCE AND COMPENSATION REVIEW. DISCUSSIONS OF COMPENSATION ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR GOODWILL INDUSTRIES OF THE VALLEY WORKS 310 1ST STREET SW STE 1200 ROANOKE VA 24011 270953369 RAISE FUNDS TO SUPPORT GOODWILL PROGRAMS AND SERVICES VA 501(C)(3) LINE 12B, II GOODWILL INDUSTRIES OF THE VALLEYS INC 1 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 1 GOODWILL INDUSTRIES OF THE VALLEY WORKS E 2820095 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS J 1257219 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS L 5358373 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS N 2102602 BOOK GOODWILL INDUSTRIES OF THE VALLEY WORKS C 4000000 BOOK