2025-10-01T16:35:01-05:00 2024-12-31 934792291 SORREN INC 841 OHARE PARKWAY SUITE 200 MEDFORD OR 97504 990 2024-01-01 930564141 SOUTHERN OREGON GOODWILL INDUSTRIES INC SOUT 5417723300 11 WEST JACKSON ST MEDFORD OR 97501 SHAE JOHNS PRESIDENT & CEO 5417723300 2025-10-01 1 1 ANNIE DRIVER CPA P00742659 5417736633 2024 2025-03-06 01:10:19Z SHAE JOHNS 11 WEST JACKSON ST MEDFORD OR 97501 48750391 0 X WWW.SOGOODWILL.ORG X 1967 OR GOODWILL'S MISSION IS TO ENABLE EMPLOYMENT BY PROVIDING OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH, WHILE COMMITTING TO SUSTAINABLE PRACTICES. GOODWILL ACCOMPLISHES THIS MISSION THROUGH ITS VARIOUS PROGRAMS AND SERVICES, WHICH INCLUDE ITS GOODWORKS PROGRAM, JOB CONNECTION CENTERS, TUITION ASSISTANCE, EMPLOYMENT AT ITS FACILITIES, LEARNING LABS AND COMMUNITY AFFILIATIONS AND PARTNERSHIPS. 12 12 739 0 290611 0 3175949 7384262 22192300 22778555 570098 1621863 89918 72253 26028265 31856933 0 79511 0 0 14303834 15584736 0 0 0 9518890 15064024 23822724 30728271 2205541 1128662 37644537 34320973 13363072 8712066 24281465 25608907 X GOODWILL'S MISSION IS TO ENABLE EMPLOYMENT BY PROVIDING OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH, WHILE COMMITTING TO SUSTAINABLE PRACTICES. GOODWILL ACCOMPLISHES THIS MISSION THROUGH ITS VARIOUS PROGRAMS AND SERVICES, WHICH INCLUDE ITS GOODWORKS PROGRAM, JOB CONNECTION CENTERS, TUITION ASSISTANCE, EMPLOYMENT AT ITS FACILITIES, LEARNING LABS AND COMMUNITY AFFILIATIONS AND PARTNERSHIPS. 0 0 24199612 22551947 DONATED GOODS AND RETAIL PROGRAM SERVICES:SOUTHERN OREGON GOODWILL INDUSTRIES UTILIZES THEIR RETAIL, PRODUCTION, WAREHOUSE, AND DONATION DEPARTMENTS TO PROVIDE INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TRANSFERABLE JOB SKILLS. INDIVIDUALS RECEIVE JOB COACHING AND WORK EXPERIENCE TO LEARN SOFT SKILLS AND JOB SPECIFIC SKILL SETS THAT INDIVIDUALS CAN TRANSFER TO COMPETITIVE EMPLOYMENT. GOODWILL ACCEPTS DONATIONS OF GOODS FROM PUBLIC DONORS AND THEN SELLS THESE GOODS IN THEIR RETAIL STORES. 86^ OF RETAIL REVENUE SUPPORTS THE OPERATIONS THAT ALLOW FOR THE PROVISION OF EMPLOYMENT AND TRAINING, FAMILY STABILIZATION, AND COMMUNITY INTEGRATION PROGRAMS, WHICH SUPPORT INDIVIDUALS TO GAIN EMPLOYMENT AND PARTICIPATE AS ACTIVE MEMBERS OF THEIR COMMUNITIES. 1867039 79511 8250 WORKFORCE DEVELOPMENT PROGRAM SERVICE:GOODWORKS PROGRAM. GOODWILL BELIEVES THAT THE INTEGRATION BETWEEN WORKFORCE DEVELOPMENT AND RETAIL IS INTEGRAL TO ITS SUCCESS. IT LAUNCHED THE GOODWORKS PROGRAM IN 2022, WHICH OFFERS THREE (3) DISTINCT TRACKS: COMMUNITY INTEGRATION, INTERNSHIP AND ADVANCEMENT.COMMUNITY INTEGRATION; JOB CONNECTION CENTERS. THE COMMUNITY INTEGRATION TRACK FOCUSES ON PROVIDING SERVICES TO MEMBERS OF THE COMMUNITY TO ASSIST WITH BASIC SKILL DEVELOPMENT AIMED AT EMPLOYMENT. THIS TRACK IS PROVIDED WITHIN COMMUNITY PARTNER SETTINGS AND DELIVERED VIA THE SIX (6) JOB CONNECTION CENTERS OPERATED BY GOODWILL.JOB CONNECTION CENTERS PROVIDE JOB SEEKERS RESOURCES TO SUPPORT FINDING EMPLOYMENT AND ENGAGING IN SKILL-BUILDING TO SUPPORT INCREASED EARNING POTENTIAL AND CAREER ADVANCEMENT. SERVICES ARE FREE OF CHARGE AND AVAILABLE ON A DROP-IN OR APPOINTMENT BASIS. THESE SERVICES INCLUDE: IDENTIFYING LOCAL AND REGIONAL JOB LEADS; CAREER SKILLS AND INTEREST ASSESSMENTS; ONLINE LITERACY SUPPORT, INCLUDING ASSISTANCE CREATING AN EMAIL ADDRESS, ONLINE SEARCH SUCCESS AND SAFETY TIPS, AND SUBMITTING ONLINE JOB APPLICATIONS; ASSISTANCE OBTAINING APPROPRIATE WORK-READY IDENTIFICATION; RESUME AND COVER LETTER DEVELOPMENT; INTERVIEW PREPARATION AND PRACTICE; PROVISION OF JOB-SPECIFIC OR INTERVIEW CLOTHING; AND TRANSPORTATION ASSISTANCE TO INTERVIEWS. GOODWILL'S FIRST JOB CONNECTION CENTER OPENED IN MEDFORD IN 2012, AND GOODWILL NOW OPERATES SIX (6) JOB CONNECTION CENTERS, INCLUDING THE NEW ASHLAND LOCATION. INTERNSHIP. THE INTERNSHIP TRACK FOCUSES ON SUPPORTING INDIVIDUALS WITH CHALLENGING LIFE CIRCUMSTANCES TO GAIN BASIC SKILLS AND RELEVANT WORK EXPERIENCE UTILIZING POSITIONS WITHIN THE ORGANIZATION. INTERNSHIPS ARE EIGHT (8) WEEKS, DURING WHICH THE INTERN IS ASSIGNED A PAID ROLE IN ONE OF GOODWILL'S RETAIL STORES AND IS ALSO PAIRED WITH A COACH TO ASSIST WITH BARRIER REMOVAL. INTERNS LEARN IMPORTANT JOB SKILLS WHILE UNDER THE SUPPORT AND GUIDANCE OF BOTH GOODWORKS STAFF AND RETAIL STORE STAFF. ADVANCEMENT. THE ADVANCEMENT TRACK IS FOCUSED SOLELY ON GOODWILL'S 320 EMPLOYED ASSOCIATES. AT THE HEART OF THIS PROGRAM IS THE BELIEF THAT AS A MISSION DRIVEN ORGANIZATION, GOODWILL'S RESPONSIBILITY IS TO NOT ONLY SUPPORT INDIVIDUALS IN THE COMMUNITY, BUT TO ALSO SUPPORT ITS ASSOCIATES. THROUGH THE ADVANCEMENT TRACK, GOODWILL OFFERS FOUR "PATHWAYS" ASSOCIATES MAY VOLUNTARILY PARTICIPATE IN: PROMOTIONAL, CERTIFICATION AND EDUCATION, HEALTH AND WELL-BEING, AND FINANCIAL FREEDOM. TOGETHER, THESE PATHWAYS ARE DESIGNED TO SUPPORT EMPLOYEES IN THEIR PROFESSIONAL GROWTH AND PERSONAL DEVELOPMENT. CERTIFICATION AND EDUCATION: THIS PATHWAY IS DESIGNED TO SUPPORT ASSOCIATES AND THEIR FAMILIES IN ACHIEVING THEIR EDUCATIONAL GOALS THROUGH OBTAINING CERTIFICATION AND EDUCATIONAL QUALIFICATIONS THAT ENHANCE THEIR SKILLS AND CAREER PROSPECTS. THIS IS SUPPORTED THROUGH ONE-ON-ONE COACHING, ACCESS TO TUITION ASSISTANCE (INCLUDING THE NEXT GENERATION FUND) AND ACCESS TO ADDITIONAL SUPPORT AND SERVICES TO EQUIP PARTICIPANTS WITH THE RESOURCES TO ACHIEVE THEIR GOALS. IN 2024, GOODWILL FUNDED $73,711 IN TUITION ASSISTANCE. THIS PATHWAY SERVED 93 INDIVIDUALS IN 2024, WITH 26 OF THOSE PARTICIPANTS ALSO RECEIVING SUPPORT THROUGH TUITION ASSISTANCE. THE NEXT GENERATION FUND IS A SCHOLARSHIP FUND SUPPORTED IN PART BY RETAIL CUSTOMERS; DURING THE THIRD WEEK OF EVERY MONTH, RETAIL CUSTOMERS CAN CONTRIBUTE "ROUND UP" DOLLARS TOWARD THE FUND, WHICH IS RESERVED SOLELY FOR RELATIVES OF GOODWILL ASSOCIATES.HEALTH AND WELL-BEING: THIS PATHWAY IS DESIGNED TO SUPPORT THE PHYSICAL, MENTAL, EMOTIONAL, AND SOCIAL WELLBEING OF AN ASSOCIATE. IT EMPHASIZES THE IMPORTANCE OF ONE'S OVERALL WELLBEING AND PROVIDES ACCESS TO RELEVANT RESOURCES. THIS INCLUDES ACCESS TO EMPLOYEE ASSISTANCE PROGRAMS, ONE-ON-ONE COACHING AND GOAL SETTING SESSIONS, CLASSES AND SUPPORT SERVICES, AND OTHER AREAS THAT SUPPORT AN ASSOCIATE'S HOLISTIC HEALTH. FINANCIAL FREEDOM: THIS PATHWAY IS DESIGNED TO SUPPORT ASSOCIATES IN ACHIEVING THEIR FINANCIAL LITERACY AND INDEPENDENCE GOALS. IT EQUIPS INDIVIDUALS WITH THE KNOWLEDGE AND ACCESS TO RESOURCES THEY NEED TO MANAGE THEIR FINANCES EFFECTIVELY, MAKE INFORMED DECISIONS, AND WORK TOWARDS THEIR LONG-TERM FINANCIAL GOALS. IN 2024, A TOTAL OF 4,707 INDIVIDUALS WERE SERVED THROUGH ONE OF GOODWILL'S EMPLOYMENT AND TRAINING PROGRAMS OR THROUGH GOODWILL'S COMMUNITY PARTNERSHIPS. OF THOSE PEOPLE, 1,607 INDIVIDUALS WERE SERVED THROUGH ONE OF GOODWILL'S EMPLOYMENT AND TRAINING PROGRAMS AND 3,100 PEOPLE WERE SERVED THROUGH A THIRD-PARTY COMMUNITY PARTNER USING GOODWILL FUNDS.OF THE INDIVIDUALS IN GOODWILL'S EMPLOYMENT AND TRAINING PROGRAMS, 187 GAINED EMPLOYMENT WITH AN AVERAGE WAGE OF $17.62 AND WORKED AN AVERAGE OF 27.02 HOURS PER WEEK. GOODWILL'S JOB CONNECTION CENTERS RECORDED 4,217 VISITS FROM PEOPLE SEEKING ASSISTANCE WITH GAINING EMPLOYMENT.OF THE INDIVIDUALS IN GOODWILL'S EMPLOYMENT AND TRAINING PROGRAMS, 187 GAINED EMPLOYMENT WITH AN AVERAGE WAGE OF $17.62 AND WORKED AN AVERAGE OF 27.02 HOURS PER WEEK. GOODWILL'S JOB CONNECTION CENTERS RECORDED 4,217 VISITS FROM PEOPLE SEEKING ASSISTANCE WITH GAINING EMPLOYMENT. 26066651 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 739 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA X LAYNE SNYDER 5417723300 11 W JACKSON MEDFORD OR 97501 KRISTA AMUNDSEN DIRECTOR 1.00 X 0 0 0 ARA AGUIRRE DIRECTOR 1.00 X 0 0 0 CHRIS JANISCH DIRECTOR 1.00 X 0 0 0 KATIE ZERKEL BOARD CHAIR 1.00 X X 0 0 0 CRAIG PENA DIRECTOR 1.00 X 0 0 0 KATIE AMERAL VICE CHAIR 1.00 X X 0 0 0 STEVE LOOSLEY DIRECTOR 1.00 X 0 0 0 KARLA VILLINES DIRECTOR 1.00 X 0 0 0 JEANNE GRAZIOLI DIRECTOR 1.00 X 0 0 0 AIMEE QUALLS TREASURER 1.00 X X 0 0 0 JUSTIN IVENS DIRECTOR 1.00 X 0 0 0 JAYMES TADLOCK DIRECTOR 1.00 X 0 0 0 LAYNE SNYDER DIR. OF FINANCE 40.00 X 120390 0 25447 SHAE JOHNS PRESIDENT/CEO 40.00 X 283067 0 16259 ALICIA PRESTON VP OF WORKFORCE 40.00 X 125449 0 18502 JAYNE SHAFER DIR. OF RETAIL 40.00 X 108376 0 14450 MICHAEL MURPHY VP OF RETAIL 40.00 X 132919 0 15482 DAVID ROBISON COO 40.00 X 106532 0 0 DAVID TRAPHAGEN FACILITIES MANAGER 40.00 X 102549 0 30902 979282 0 121042 7 0 1 0 ASPEN PROPERTIES LLC 220 NEWPORT CENTER DR 11-393 NEWPORT BEACH CA 92660 RENTS 339480 READ HOLDINGS LLC 2025 FOURTH STREET BERKELEY CA 94710 RENTS 295501 99 POWELL LLC PO BOX 1800 CORVALLIS OR 97339 RENTS 210147 MOUNTAIN VIEW CP LLC 1175 E MAIN ST 2B MEDFORD OR 97504 RENTS 207486 4 7384262 7218066 7384262 RETAIL PROGRAM 448000 22479694 22479694 WORKFORCE DEVELOPMENT 611710 298861 8250 290611 22778555 502290 502290 17640685 372346 16893458 0 747227 372346 1119573 1119573 OTHER REVENUE 900099 72253 72253 72253 31856933 22560197 290611 1621863 79511 79511 445163 445163 12557723 11531232 1026491 1350855 1169880 180975 1230995 1115549 115446 12796 12796 73141 73141 57331 57331 725876 256463 469413 27010 293 26717 247062 238777 8285 279118 201567 77551 508614 508614 1301878 846274 455604 270496 141663 128833 COST OF SALES, DONATED 6892298 6892298 TELEPHONE AND UTILITIES 991879 842917 148962 RIGHT-OF-USE OPERATING 880130 807744 72386 BANK CHARGES 648689 388847 259842 2147706 1553636 594070 30728271 26066651 4661620 0 740406 159948 13699486 472341 203354 170389 1251283 1208319 258141 577440 123116 142366 29146502 9162439 13969369 19984063 0 4302427 7399382 7303680 37644537 34320973 1013345 1282164 4964708 0 7385019 7429902 13363072 8712066 X 24238276 25538027 43189 70880 24281465 25608907 37644537 34320973 1128662 198780 0 X X 0 1 X 1 0 X 7425199 2810979 3129676 3175949 7384262 23926065 12162834 16132777 17597965 22052715 22778555 90724846 19588033 18943756 20727641 25228664 30162817 114650911 0 0 0 114650911 15090 90893 345594 444580 475795 1371952 15090 90893 345594 444580 475795 1371952 42385 90893 80269 215436 444599 873582 19645508 19125542 21153504 25888680 31083211 116896445 0.98080 0.98660 0.01170 0.00890 X 1 1 5554613 5554613 19850982 6703356 13147626 3370895 2459083 911812 370012 370012 19984063 EQUITY 2781526 F FIXED INCOME 1520901 F 4302427 SECURITY DEPOSITS 40437 OPERATING LEASES RIGHT-OF-USE 7263243 7303680 OPERATING LEASE LIABILITY 6438646 OPERATING LEASE LIABILITY - CURRENT PORT 991256 7429902 X 31995834 198780 -59879 138901 31856933 0 31856933 30668392 0 30668392 59879 59879 30728271 PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED ACTIVITIES, AND IS EXEMPT FROM PROPERTY TAX UNDER OREGON REVISED STATUE 307.130. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING STATEMENT OF ACTIVITIES. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL, CALIFORNIA AND OREGON STATE JURISDICTIONS. AS OF DECEMBER 31, 2024 THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. THE ORGANIZATION WAS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON THE INCOME GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. FOR THE YEARS PRIOR TO 2007 THE RENTAL ACTIVITY REPORTED NET OPERATING LOSSES. THE UNUSED NET OPERATING LOSS CARRY-FORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET CREATED BY THIS ACTIVITY HAS NOT BEEN RECORDED IN THESE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS FOR WHICH THE ORGANIZATION WOULD BE ABLE TO UTILIZE THE CARRY-FORWARDS THAT EXPIRE THROUGH 2027. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT TAXES AND FEES -59,879. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT TAXES AND FEES 59,879. 0 TUITION ASSISTANCE 26 73511 0 FMV SCHOLARSHIPS 4 6000 FMV 1 X X X 0 0 0 0 0 0 0 0 0 SHAE JOHNS PRESIDENT/CEO 283067 0 0 0 0 0 0 0 16259 0 299326 0 0 0 X 7218066 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - ONCE THE FORM 990 HAS BEEN FINALIZED, GOODWILL'S AUDIT COMMITTEE REVIEWS, DISCUSSES AND RECOMMENDS ACTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C GOODWILL REQUIRES EVERY BOARD MEMBER AND EVERY EMPLOYEE TO FILL OUT AND RETURN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE COMPLETED STATEMENTS ARE THEN REVIEWED FOR ITEMS OF CONFLICT. ITEMS NOTED AS POTENTIAL CONFLICT, IF ANY, ARE REVIEWED BY THE BOARD AND APPROPRIATE ACTION IS TAKEN TO REMOVE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR GOODWILL OBTAINS AN EXTERNAL COMPENSATION REPORT LISTING CEO AND TOP MANAGEMENT POSITIONS. THE BOARD COMPENSATION COMMITTEE REVIEWS THE CEO COMPENSATION, PERFORMANCE, AND THE RESULTS OF GOALS WHICH WERE ESTABLISHED FOR THE CEO AT THE BEGINNING OF THE YEAR. A SURVEY REGARDING ASPECTS OF THE CEO'S PERFORMANCE IS SENT TO ALL BOARD MEMBERS TO COMPLETE AND THE RESULTS ARE COMPILED BY THE COMPENSATION COMMITTEE CHAIR. THE COMMITTEE USES THESE RESULTS TO RECOMMEND AN INCREASE IN PAY THAT IS WITHIN THE MARKET RANGES FOR COMPARABLE EXECUTIVE COMPENSATION AND THE ORGANIZATION'S BUDGET. THE BOARD MEETS IN CLOSED SESSION AND APPROVES OR AMENDS THE COMPENSATION RECOMMENDATION. THE CEO'S CHANGE IN COMPENSATION AND BENEFITS, IF ANY, ARE EFFECTIVE JANUARY 1ST. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS AND CONFLICT OF INTEREST POLICIES FOR BOTH ITS BOARD AND ITS EMPLOYEES. ANNUALLY, THE AUDIT COMMITTEE ENGAGES THE INDEPENDENT AUDITOR, REVIEWS, DISCUSSES AND RECOMMENDS TO THE BOARD TO ACCEPT THE AUDITED FINANCIAL STATEMENTS AND TAX RETURNS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.