2025-09-29T16:16:38-05:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-01-01 730614297 GOODWILL INDUSTRIES OF TULSA INC GOOD 9185847291 2800 SOUTHWEST BLVD TULSA OK 74107 ROBERT STAPE PRESIDENT & CEO 9185847291 2025-09-25 1 1 MEGAN COURTNEY P01571790 9187452333 2025-09-25 2024 2025-03-06 01:10:19Z ROBERT STAPE 2800 SOUTHWEST BLVD TULSA OK 74107 47095782 0 X WWW.GOODWILLTULSA.ORG X 1927 OK GOODWILL EMPOWERS PEOPLE TO REACH THEIR FULL POTENTIAL THROUGH WORK OPPORTUNITIES, TRAINING, AND SUPPORT SERVICES. 20 20 1179 215 0 0 27213470 29715601 2246773 3423771 1580517 2363372 112648 97159 31153408 35599903 46781 62480 0 0 18707258 21943725 0 0 142916 7315950 8706558 26069989 30712763 5083419 4887140 65179842 74879833 2839222 5545115 62340620 69334718 X GOODWILL EMPOWERS PEOPLE TO REACH THEIR FULL POTENTIAL THROUGH WORK OPPORTUNITIES, TRAINING, AND SUPPORT SERVICES. 0 0 27778458 62480 3520930 GOODWILL INDUSTRIES OF TULSA HAS PROVIDED PROGRAMS AND SERVICES TO THOSE IN NEED SINCE 1927, AND THE NUMBER SERVED CONTINUES TO GROW. IN 2024, THOUSANDS OF INDIVIDUALS USED GOODWILL'S EMPLOYMENT PROGRAMS, JOB TRAINING AND PLACEMENT SERVICES, AND SUPPORT SERVICES TO BETTER THEIR LIVES.GOODWILL'S THREE-YEAR STRATEGIC PLAN, CRAFTED IN 2024 TO COVER 2025-2027, IS DESIGNED TO POSITION THE ORGANIZATION FOR LONG-TERM GROWTH. IN 2024, GOODWILL EXPANDED COMMUNITY PARTNERSHIPS, FINE-TUNED OPERATIONS, REFINED PROGRAMS, AND ADOPTED NEW BOARD PRACTICES. THESE MEANINGFUL CHANGES ENABLE GOODWILL TO SERVE THE COMMUNITY IN NEW AND BETTER WAYS. GOODWILL ALSO REFINED ITS MISSION STATEMENT TO REFLECT BETTER ITS WORK: GOODWILL EMPOWERS PEOPLE TO REACH THEIR FULL POTENTIAL THROUGH WORK OPPORTUNITIES, TRAINING, AND SUPPORT SERVICES. PRIMARY PROGRAMS OPERATED BY GOODWILL INCLUDE THE FOLLOWING:WORK OPPORTUNITIESGOODWILL'S EMPLOYMENT PROGRAMS INCLUDE: - DONATED GOOD OPERATIONS - COLLECTING, PROCESSING, AND SELLING ITEMS DONATED BY THE PUBLIC.- COMMUNITY-BASED WORK - SUPPORTED WORKERS WITH SEVERE DISABILITIES, ASSISTED BY A JOB COACH, PERFORM SHREDDING AND LIGHT CUSTODIAL SERVICES AT TWO LOCAL HOSPITALS AND STAFF FIVE GOODWILL DONATION SITES.- CENTER-BASED CONTRACTS - GOODWILL EMPLOYEES WITH SEVERE DISABILITIES COMPLETE PACKAGING, COLLATING, AND ASSEMBLY WORK FOR LOCAL COMPANIES.IN 2024, GOODWILL EMPLOYED OVER 1,100 INDIVIDUALS WITH DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT, PROVIDING MORE THAN $15 MILLION IN WAGES THROUGHOUT THE YEAR.TRAINING & PLACEMENTGOODWILL'S CAREER ACADEMY OFFERS TRAINING LEADING TO INDUSTRY-RECOGNIZED CREDENTIALS IN FIELDS SUCH AS COMPUTER SKILLS, UNARMED SECURITY, FORKLIFT OPERATION, AND MANUFACTURING LOGISTICS. IN 2024, OVER 600 PARTICIPANTS EARNED MORE THAN 1,400 CREDENTIALS, SUPPORTED BY CAREER NAVIGATORS WHO HELP REMOVE BARRIERS, ASSIST WITH JOB PLACEMENT, AND PROVIDE POST-EMPLOYMENT FOLLOW-UP.GOODWILL'S TWO CAREER CENTERS OFFER FREE, ONE-ON-ONE CAREER AND JOB SEARCH ASSISTANCE, HELPING INDIVIDUALS IDENTIFY STRENGTHS, ENHANCE SKILLS, AND CONNECT WITH EMPLOYERS. SERVICES INCLUDE RESUME AND INTERVIEW SUPPORT, CAREER PLANNING, AND HOSTING HIRING EVENTS AND JOB FAIRS. IN 2024, THE CENTERS RECORDED OVER 1,600 VISITS.IN 2024, GOODWILL BEGAN OPERATING THE WORK READY OKLAHOMA SITE IN TULSA COUNTY UNDER A CONTRACT WITH OKDHS, ONE OF THE ORGANIZATION'S MOST EXTENSIVE TRAINING AND PLACEMENT CONTRACTS TO DATE. THE PROGRAM SERVED 65 INDIVIDUALS IN ITS FIRST YEAR, WITH PARTICIPATION EXPECTED TO TRIPLE IN 2025, SIGNIFICANTLY EXPANDING GOODWILL'S MISSION IMPACT.GOODWILL OPERATES SEVERAL TRAINING PROGRAMS DESIGNED TO SERVE INDIVIDUALS WITH DISABILITIES, INCLUDING THE FOLLOWING: GOODWILL'S TRANSITION WORK ADJUSTMENT PROGRAM HELPS HIGH SCHOOL STUDENTS WITH DISABILITIES BUILD INDEPENDENCE, DEVELOP WORKPLACE SKILLS, EXPLORE CAREERS, AND GAIN PAID EXPERIENCE. SUCCESSFUL OUTCOMES INCLUDE FURTHER EDUCATION, SUPPORTED EMPLOYMENT, OR COMMUNITY JOB PLACEMENT. GOODWILL'S SUPPORTED EMPLOYMENT PROGRAM PLACES INDIVIDUALS WITH DISABILITIES IN COMPETITIVE COMMUNITY JOBS, PROVIDING JOB DEVELOPMENT, TRAINING, AND ONGOING SUPPORT UNTIL THEY CAN WORK INDEPENDENTLY.SUPPORT SERVICESGOODWILL OFFERS TWO PROGRAMS TO PROMOTE FINANCIAL RESILIENCE:- VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVES LOW- AND MODERATE-INCOME TAXPAYERS BY PROVIDING FREE FEDERAL AND STATE TAX RETURN PREPARATION. IN 2024, GOODWILL INDUSTRIES OF TULSA'S VITA VOLUNTEERS AND STAFF HELPED FILE OVER 3,100 TAX RETURNS, RESULTING IN MORE THAN $3 MILLION RETURNING TO THE LOCAL ECONOMY.- AS THE CITY OF TULSA'S NONPROFIT PARTNER, GOODWILL OPERATES THE TULSA FINANCIAL EMPOWERMENT CENTER, OFFERING FREE ONE-ON-ONE FINANCIAL COUNSELING. IN 2024, THE PROGRAM PROVIDED 1,783 SESSIONS TO 677 CLIENTS.LAUNCHED IN 2023, GROW WITH GOODWILL SUPPORTS EMPLOYEES' PERSONAL AND CAREER DEVELOPMENT THROUGH RESOURCE REFERRALS, SUCCESS COACHING, AND INDIVIDUALIZED DEVELOPMENT PLANS, LEADING TO ADVANCEMENT WITHIN GOODWILL OR TRANSITION TO COMMUNITY EMPLOYMENT. 27778458 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 1179 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X ROBERT STAPE 9185847291 2800 SOUTHWEST BLVD TULSA OK 74107 CRAIG SUTTON BOARD CHAIRMAN 3.00 X X 0 0 0 MARK FIEGENER BOARD VICE CHAIRMAN 3.00 X X 0 0 0 KEVIN LACKNER SECRETARY/TREASURER 3.00 X X 0 0 0 RONNY ALTMAN DIRECTOR 1.00 X 0 0 0 TERRY BLAIN DIRECTOR 1.00 X 0 0 0 STEVEN R BERLIN DIRECTOR 1.00 X 0 0 0 TREY BOMIER DIRECTOR 1.00 X 0 0 0 JAMES R BEVERLEY III DIRECTOR 1.00 X 0 0 0 NUCEKA CHATMAN DIRECTOR 1.00 X 0 0 0 MICHAEL DAVIS DIRECTOR 1.00 X 0 0 0 KACI SKIDGEL DIRECTOR 1.00 X 0 0 0 BLAKE KEELEY DIRECTOR 1.00 X 0 0 0 KYARA SMITH DIRECTOR 1.00 X 0 0 0 TAMMIE L MALONEY DIRECTOR 1.00 X 0 0 0 PAM STANTON DIRECTOR 1.00 X 0 0 0 DEREK MARTIN DIRECTOR 1.00 X 0 0 0 CING TAITHUL DIRECTOR 1.00 X 0 0 0 RON MUCCI DIRECTOR 1.00 X 0 0 0 PAUL WOODUL DIRECTOR 1.00 X 0 0 0 PAUL ROSSLER DIRECTOR 1.00 X 0 0 0 DAVID OLIVER PRESIDENT 40.00 X 317500 0 27438 JOE MCKELLAR CFO 40.00 X 117122 0 6233 RON MEIJERINK COO 40.00 X 208677 0 21678 CELIA ARMSTRONG CAO 40.00 X 204327 0 21248 KYLE HAGER CIO 40.00 X 196615 0 28657 JULIE RETTINGER CMDO 40.00 X 191827 0 32347 RODNEY CARROLL JR VP OF OPERATIONS 40.00 X 136500 0 8702 SABRINA WARE DIRECTOR OF TULSAWORKS 40.00 X 108366 0 9097 1480934 0 155400 8 0 1 0 0 651351 29064250 27920467 29715601 WORKFORCE DEVELOPMENT 459510 3423771 3423771 3423771 1437453 1437453 16450 0 16450 16450 16450 12421798 11495879 925919 925919 925919 MISCELLANEOUS 900099 80709 80709 80709 35599903 3520930 0 2363372 23937 23937 38543 38543 1373668 1346195 27473 17389265 16730882 575184 83199 543451 521885 21566 974433 943838 30595 1662908 1507835 145967 9106 26814 17796 9018 83882 83882 107799 41948 65851 658708 400206 251352 7150 659965 604575 45406 9984 1148477 1074490 68357 5630 322628 275535 47093 2018156 2017854 216 86 139449 105414 34035 171350 171350 1513045 1484452 28593 392288 379996 12292 FUEL AND TRANSPORTATION 495430 495405 25 BANK FEES 480650 470479 9976 195 POSTAGE 242956 235854 7102 EMPLOYEE RELATIONS 144615 141555 3001 59 100346 94629 5708 9 30712763 27778458 2791389 142916 1220911 2731742 20498952 18271379 651351 651351 357614 625438 455768 536654 161292 198355 49565473 28633251 16795580 20932222 23474288 27045528 750714 839490 813372 3047674 65179842 74879833 2030768 2497441 808454 3047674 2839222 5545115 X 61459269 68533367 881351 801351 62340620 69334718 65179842 74879833 4887140 2106958 0 X X 0 1 X 1 0 X 17538750 20602332 24264680 27213470 29715601 119334833 17538750 20602332 24264680 27213470 29715601 119334833 119334833 424890 484233 603176 1181701 1453903 4147903 253456 30106 115965 112648 80709 592884 124075620 12348217 0.96180 0.96600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25783650 1032750 3481245 836881 107799 29352965 22690153 1147171 2812110 772445 93339 25783650 25911944 583876 -2994903 717462 93302 22690153 21017689 2162651 3469626 646891 91131 25911944 18447020 731000 2530064 615936 74459 21017689 1.00000 1 0 6206549 6206549 31589125 19264587 12324538 11769799 9368664 2401135 20932222 LEASE LIABILITIES 3047674 3047674 37599062 2106958 2106958 35492104 107799 107799 35599903 30604964 0 30604964 107799 107799 30712763 SCHEDULE D, PART V THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS IS TO PRESERVE PRINCIPAL WHILE GENERATING GROWTH OF PRINCIPAL AND CURRENT INCOME SUFFICIENT TO ALLOW ANNUAL APPROPRIATIONS FROM GOODWILL INDUSTRIES OF TULSA'S UNRESTRICTED ENDOWMENT FUNDS TO SUPPORT GOODWILL'S MISSION. 1 A GOODWILL INDUSTRIES OF THE SOUTHERN RIVERS INC 2601 CROSS COUNTRY DRIVE BLD A COLUMBUS GA 31906 586035822 6000 0 HURRICANE RELIEF TEMPLE OF HOPE CHURCH 500 W BROADWAY ST MUSKOGEE OK 74401 731299389 5861 0 AFTER SCHOOL PROGRAM 2 0 TRANSPORTATION, FEES, LICENSES, ETC.TRANSPORTATION, FEES, LICENSES, AND OTHER ASSISTANCE FOR SNAP E&T PARTICIPANTS 273 19092 FAIR MARKET VALUE TRANSPORTATION, FEES, LICENSES, AND OTHER ASSISTANCE STIPENDS FOR TRAINING, PLACEMENT, JOB RETENTION, SAVINGS MATCH 65 9851 FAIR MARKET VALUE TRANSPORTATION, EDUCATIONAL MATERIALS, AND OTHER ASISTANCE SAVINGS MATCH 33 6600 STIPENDS PAID FOR VITA VOLUNTEERS 7 3000 PART I, LINE 2: GRANTS ARE GIVEN AS PAYMENTS FOR ITEMS INDIVIDUALS NEED TO PURSUE EMPLOYMENT OR FOR WORK. THESE OFTEN INCLUDE PAYMENTS OF FEES FOR A CERTIFIED BIRTH CERTIFICATE, GED, OR OTHER TESTING; PROVIDING BUS PASSES OR BUS TOKENS; PROVIDING VOUCHERS FOR APPROPRIATE INTERVIEW CLOTHING, WORK ATTIRE AND FOOTWEAR, FOOD AND PERSONAL CARE ITEMS. PROGRAM PARTICIPANTS WHO ARE ENROLLED IN AND MEET THE REQUIREMENTS OF GOODWILL'S SAVINGS MATCH PROGRAMS EARN STIPENDS ASSOCIATED WITH THE AMOUNT OF SAVINGS THEY ACCUMULATE. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID OLIVER PRESIDENT 286344 0 30000 0 1156 0 18127 0 9311 0 344938 0 0 0 RON MEIJERINK COO 192039 0 15000 0 1638 0 12367 0 9311 0 230355 0 0 0 CELIA ARMSTRONG CAO 194327 0 10000 0 0 0 12239 0 9009 0 225575 0 0 0 KYLE HAGER CIO 179615 0 17000 0 0 0 11751 0 16906 0 225272 0 0 0 JULIE RETTINGER CMDO 179827 0 12000 0 0 0 11489 0 20858 0 224174 0 0 0 PART I, LINE 1A THE PRESIDENT IS ALLOWED TO TAKE A GUEST TO ONE GOODWILL NATIONAL CONFERENCE. PART I, LINE 7 EXECUTIVE STAFF BONUSES ARE PAID BASED ON OUTCOMES ACHIEVED TOWARD GOALS AND OBJECTIVES APPROVED BY THE BOARD OF DIRECTORS. X 27920467 ANNUAL SALES VALUE 0 1 1 PART I, LINE 32B: GOODWILL HOLDS A REGULAR PUBLIC AUCTION WHICH IS CONDUCTED BY A PROFESSIONAL AUCTIONEER WHO IS COMPENSATED ON A COMMISSION BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE, RISK, AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AT A REGULAR MEETING OR TO THE EXECUTIVE COMMITTEE IF THE FINANCE COMMITTEE IS UNABLE TO MEET. FURTHERMORE, A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS TO REVIEW ON A SECURE WEBSITE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EVALUATES ITS CONFLICT OF INTEREST POLICY AND ASKS ITS BOARD MEMBERS AND MANAGEMENT LEVEL STAFF TO REVIEW AND DISCLOSE ANY CONFLICTS. BOARD MEMBERS AND MANAGEMENT SIGN OFF THAT THEY HAVE REVIEWED THE POLICY AND DISCLOSED ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS THE REVIEW. THE EXECUTIVE COMMITTEE USES A VARIETY OF LOCAL, REGIONAL, AND NATIONAL SALARY DATA TO EVALUATE THE CHIEF EXECUTIVE'S COMPENSATION LEVEL. A FORMAL SALARY REVIEW CHECKLIST HAS BEEN DEVELOPED TO DOCUMENT THE PROCESS AND THE RESULTS. A SIMILAR REVIEW PROCESS IS IN PLACE FOR OTHER SENIOR LEVEL POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MEETS 4 TIMES PER YEAR. THE FULL BOARD CAN DELEGATE DECISION MAKING AUTHORITY TO THE EXECUTIVE COMMITTEE FOR SPECIFIC MATTERS.