2025-02-03T09:12:19-06:00 2024-03-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-04-01 274212702 GOODWILL OF THE FINGER LAKES INC GOOD 5852321111 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 JENNIFER LAKE PRESIDENT AND CEO 5852321111 2025-01-30 1 1 JEFFREY PAILLE P01378272 5853811000 2025-01-20 2023 2025-03-06 01:10:19Z JENNIFER LAKE 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 60307996 0 X WWW.GOODWILLFINGERLAKES.ORG X 2010 NY PLEASE REFER TO SCHEDULE O. 17 16 1019 160 0 0 17043523 18242360 33066397 36146818 227748 249050 2762751 2345025 53100419 56983253 0 0 0 0 22913438 26024668 0 0 427919 28361547 29680455 51274985 55705123 1825434 1278130 43484595 46859126 21577943 22094351 21906652 24764775 THE MISSION OF GOODWILL OF THE FINGER LAKES IS TO PREPARE AND EMPOWER PEOPLE WITH BARRIERS TO INDEPENDENCE TO BE SELF-SUFFICIENT AND CONTRIBUTE TO THEIR FAMILIES AND COMMUNITIES. 0 0 41258536 28345195 RETAIL: EMPLOYMENT AND TRAINING OPPORTUNITIES THROUGH THE OPERATION OF GOODWILL RETAIL STORES. CURRENTLY LOCATED IN MONROE, WAYNE, LIVINGSTON,ONONDAGA AND ONTARIO COUNTIES, GFL COVERS A TERRITORY OF 20 COUNTIES AND IS EXPANDING TO THOSE COUNTIES IN THE COMING YEARS. GFL ALSO OPERATES AN E-COMMERCE BUSINESS, CLEARANCE CENTER AND MULTIPLE ATTENDED AND STANDALONE DONATION CENTERS AND WAREHOUSES. 5399759 1219008 CONTACT CENTER: THE GOODWILL CONTACT CENTER ANSWERS CALLS FOR OURORGANIZATION, A VARIETY OF GOODWILLS, AND ON BEHALF OF OTHER PRIVATEBUSINESSES. WE PROVIDE AN INTEGRATED SETTING EMPLOYING PEOPLE WITH AVARIETY OF BARRIERS, INCLUDING PEOPLE WHO ARE BLIND ALONG WITH PEOPLEWHO ARE FULLY SIGHTED. TRAINING IS PROVIDED AND FOR SOME THIS IS AN EARLY ENTRY INTO A CUSTOMER SERVICE JOB. THIS SOCIAL ENTERPRISE HELPS TO FUND AND SUPPORT OUR 211/LIFELINE PROGRAM AS ALL OUR CONTACT CENTER SYSTEMS ARE LEVERAGED. 1590761 6041262 2-1-1/LIFELINE: IS AN ACCREDITED PROGRAM THROUGH THE ALLIANCE OF INFORMATION AND REFERRAL SYSTEMS AND AMERICAN ASSOCIATION OF SUICIDOLOGY. IT IS AVAILABLE FOR EVERYONE, EVERY DAY, ANYTIME. COMMUNITY MEMBERS GET CONNECTED WITH EXPERIENCED TELECOUNSELORS BY SIMPLY DIALING 2-1-1 FOR FREE AND CONFIDENTIAL ASSISTANCE CONNECTING TO VITAL SERVICES WITHING THE COMMUNITY AS WELL AS PROVIDING CRISIS SERVICES. 1666726 541353 1666726 541353 49915782 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 60 0 1 1019 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CAROLINA CORDERO DYER 5856975791 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 ALAIMO DARRICK AUDIT CHAIR 1.00 1.00 X X 0 0 0 BURGESSEBONY BOARD MEMBER 1.00 1.00 X 0 0 0 DILLION JUNIOR BOARD MEMBER 1.00 1.00 X 0 0 0 DILORETODAVID BOARD MEMBER 1.00 1.00 X 0 0 0 GOULD AMY SECRETARY 1.00 1.00 X X 0 0 0 HARRINGTON BRIAN VICE CHAIR OF PLANNING & R 1.00 1.00 X X 0 0 0 HARPER IAN VICE CHAIR OF ASSESSMENT 1.00 1.00 X X 0 0 0 HENDERSON JOHN BOARD MEMBER 1.00 1.00 X X 0 0 0 JACKMAN PATRICK BOARD MEMBER 1.00 1.00 X 0 0 0 LAKE JENNIFER PRESIDENT & CEO 22.50 22.50 X X 356225 0 22584 NASSAR MCAVINNEY JUDIE LYNN BOARD MEMBER 1.00 1.00 X 0 0 0 SIMMONS HEZEKIAH BOARD MEMBER 1.00 1.00 X 0 0 0 THIAGARAJAN VIVEK BOARD MEMBER 1.00 1.00 X 0 0 0 BALL RHONDA BOARD MEMBER 1.00 1.00 X 0 0 0 FRAME MICHAEL BOARD MEMBER 1.00 1.00 X 0 0 0 KITCHEN SUSAN BOARD MEMBER 1.00 1.00 X 0 0 0 POLTRINO ROBERT BOARD MEMBER 1.00 1.00 X 0 0 0 NATOLI LINDA BOARD MEMBER 1.00 1.00 X 0 0 0 DYER CAROLINA CHIEF FINANCIAL OFFICER 22.50 22.50 X 207220 0 17929 JACKEL LISA DIRECTOR OF IT SERVICES 22.50 22.50 X 100913 0 18992 JENNIFER BOUTTE VICE PRESIDENT OF COMMUNITY ENGAGEMENT 37.50 0.00 X 109186 0 9666 ROBIN MITCHELL SCHOOL DIRECTOR OF THE EXCEL CENTER 37.50 0.00 X 101988 0 13583 DAVE WIESNER VICE PRESIDENT OF DONATED GOODS 37.50 0.00 X 134309 0 4985 1009841 0 87739 6 0 1 0 EASTVIEW MALL LLC 1265 SCOTTSVILLE ROAD ROCHESTER NY 14609 RENT 450126 1555 JEFFERSON ROAD LLC 259 ALEXANDER STREET ROCHESTER NY 14607 RENT 293608 GATORS SECURITY SYSTEMS 509 HUNT CORNERS ROAD RICHFORD NY 10008 SURVEILANCE SYSTEM 257669 MORGAN BRITTON LLC 2213 BRIGHTON HENRIETTA TOWNLINE ROCHESTER NY 14623 RENT 218596 SULLIVAN COMMERCIAL SUPPLY 8112 WOODLAND DRIVE INDIANAPOLIS IN 46278 STORE EQUIPMENT 115753 5 300417 8120 17933823 16519856 18242360 PRODUCT AND RETAIL SALES 455000 28791996 28791996 PROGRAM PAYMENTS 624100 7354822 7354822 36146818 328483 328483 3234945 3314378 -79433 -79433 -79433 9950 8120 10365 -415 -415 MANAGEMENT FEE 900099 2314361 2314361 OTHER REVENUE 900099 31079 31079 2345440 56983253 36146818 0 2594075 508170 429935 73022 5213 21511487 18199715 3091114 220658 400428 338781 57540 4107 2298921 2197082 65462 36377 1305662 1104651 187618 13393 55260 26409 28851 61603 34848 26755 36931 36931 1925568 1332435 486249 106884 126487 108234 2386 15867 124071 106365 13782 3924 186725 110026 71180 5519 5257722 4657023 600699 514845 470161 44237 447 82712 14943 67749 20 310767 310470 297 1351562 1033956 316747 859 MATERIALS AND SUPPLIES 18832901 18832901 MINOR EQUIPMENT PURCHAS 422255 296410 124967 878 OTHER 377952 301364 62815 13773 TRAINING AND PROFESSION 8314 5293 3021 4780 4780 55705123 49915782 5361422 427919 1400434 1651760 13642 2375755 1418241 230672 1990563 1929706 314393 513770 17247610 7550057 9176162 9697553 82866 125223 11001119 14482098 18087175 15852589 43484595 46859126 3262356 3432257 308316 1700009 8004691 7702023 10002580 9260062 21577943 22094351 X 21474609 24573946 432043 190829 21906652 24764775 43484595 46859126 X 1278130 1319064 260929 X X 0 1 X 1 0 X X X 1 GOODWILL VISION ENTERPRISES INC 160743906 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2738 2738 2738 2738 55677398 73280632 55680136 73283370 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 1475 3734 2738 7947 250000 250000 250000 250000 1000000 1500000 1428792 1428792 8696939 3440619 5256320 897469 46284 851185 6224410 4063154 2161256 9697553 SHS FIDELITY GOVERNMENT CASH RESERVES 14482098 F 14482098 DUE FROM RELATED PARTY 5859716 RIGHT OF USE ASSET - OPERATING 8229981 RIGHT OF USE ASSET - FINANCE 527772 INTEREST RATE SWAP ASSET 715643 EMPLOYEE RETENTION CREDIT RECEIVABLE 519477 15852589 DEFERRED COMPENSATION 125223 LEASE LIABILITY - OPERATING 8599450 LEASE LIABILITY - FINANCE 535389 9260062 58536680 1319064 260929 1579993 56956687 36931 -10365 26566 56983253 55678557 10365 10365 55668192 36931 36931 55705123 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 260,929. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -10,365. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 10,365. X X 0 0 0 0 0 0 0 0 0 LAKE JENNIFER PRESIDENT & CEO 275975 0 80250 0 0 0 22500 0 84 0 378809 0 0 0 DYER CAROLINA CHIEF FINANCIAL OFFICER 172200 0 35020 0 0 0 0 0 17929 0 225149 0 0 0 X 16519856 THRIFT STORE VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED BY MANAGEMENT FOR ACCURACY AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY HAS A VERY STRONG CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A STATEMENT AT THE FIRST MEETING OF THE YEAR STATING WHAT, IF ANY CONFLICTS OF INTEREST THEY MAY HAVE OR POTENTIALLY ANTICIPATE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S COMPENSATION PHILOSOPHY IS THAT MOST JOBS ARE PRICED WITHIN 15% OF MARKET RATE. CURRENTLY, THE ORGANIZATION RELIES MOST HEAVILY ON THE ROCHESTER BUSINESS ALLIANCE (RBA) ANNUAL SALARY SURVEY FOR DATA FOR MOST POSITIONS. THE ORGANIZATION ALSO PARTICIPATES WITH OTHER GOODWILLS IN A MERCER EXECUTIVE COMPENSATION STUDY ON A BI-ANNUAL BASIS. NATIONAL DATA IS ALSO USED FOR SENIOR LEADERSHIP POSITIONS GENERALLY OBTAINED FROM ROCHESTER BUSINESS ALLIANCE AND THE GOODWILL NATIONAL SURVEY. THE EXECUTIVE BOARD REVIEWS AND APPROVES ALL SENIOR LEADER COMPENSATION. FOR NEW POSITIONS, HUMAN RESOURCES DEPARTMENT WORKS WITH THE HIRING MANAGER TO ESTABLISH A JOB DESCRIPTION THAT INCLUDES ESSENTIAL JOB FUNCTIONS AND NECESSARY EXPERIENCE, ETC. USING THAT INFORMATION, ALONG WITH FLSA AND EEO GUIDELINES, AS WELL AS THE RBA DATA, THE POSITION IS THEN GRADED AND MARKET PRICED. THE BASE SALARY AMOUNT THAT IS OFFERED IS DEPENDENT ON THE APPLICANT'S EXPERIENCE. THE GOAL IS TO HIRE FULLY QUALIFIED INDIVIDUALS CLOSE TO THE MID-RANGE OF THE ESTABLISHED PAY GRADE (THAT IS THE DETERMINED MARKET RATE) FOR THE POSITION; IF LESS EXPERIENCED, THEY ARE GENERALLY HIRED SOMEWHERE BETWEEN 25% AND 50% OF THE GRADE. FOR EXISTING POSITIONS, COMPENSATION AND JOB DESCRIPTIONS ARE REVIEWED ON A YEARLY BASIS FOR POSSIBLE MERIT INCREASE IN APRIL BASED ON JOB PERFORMANCE. ANNUAL REVIEWS ARE REQUIRED TO BE ELIGIBLE FOR AN INCREASE. IF AN EMPLOYEE RECEIVES AN INCREASE AFTER OCTOBER 1, OR IS HIRED AFTER OCTOBER 1, THEY ARE GENERALLY NOT ELIGIBLE FOR THE ANNUAL INCREASE IN APRIL. EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD AND PERFORMANCE IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP 260,929. FORM 990, PAGE 9, PART VIII THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART I, LINE 1: GOODWILL OF THE FINGER LAKES (GOODWILL) ALONG WITH GOODWILL VISION ENTERPRISES, INC. HAVE A VERY LONG AND SUCCESSFUL HISTORY. GFL'S MISSION IS TO PREPARE AND EMPOWER PEOPLE WITH BARRIERS TO INDEPENDENCE TO BE SELF-SUFFICIENT AND CONTRIBUTE TO THEIR FAMILILES AND COMMUNITIES; FUELED BY OUR VISION TO BE VIEWED AND RESPECTED AS A SOCIALLY ENTREPRENEURIAL ORGANIZATION THAT CHANGES LIVES BY EMPOWERING PEOPLE WHO HAVE BARRIERS TO EMPLOYMENT TO ACHIEVE SELF-SUFFICIENCY AND PURSUE THEIR DREAMS. WE FULFILL OUR MISSION BY PROVIDING SPECIALIZED VISION REHABILITATION, WORKFORCE DEVELOPMENT SERVICES, INFORMATION & REFERRAL AND EMPLOYMENT OPPORTUNITIES IN OUR MANUFACTURING, DONATED GOODS RETAIL, CATERING SERVICE AND CONTACT CENTER. OUR SOCIAL ENTERPRISE MODEL TAKES AN INNOVATIVE APPROACH TO CREATE JOB OPPORTUNITIES FOR PEOPLE WITH BARRIERS TO EMPLOYMENT, WHILE GENERATING REVENUE TO SUPPORT OUR MISSION PROGRAMS AND SERVICES. THROUGH LEVERAGING OUR GOODWILL BRAND, OUR GOAL IS TO SERVE AS A CATALYST WITHIN OUR REGION TO FOSTER COLLABORATIONS THAT STRENGTHEN FAMILIES AND HELP BUILD COMMUNITIES THAT WORK AND MAKE AND ENVIRONMENTAL IMPACT ON OUR PLANET BY DILIGENTLY APPLYING APPROACHES TO SUSTAINABILITY. OUR ORGANIZATION'S BUSINESSES WITH THE SUPPORT OF OUR WORKFORCE DEVELOPMENT TEAM PROVIDES VALUABLE CAREER GUIDANCE, JOB PREPARATION, JOB TRAINING & EMPLOYMENT OPPORTUNITIES IN OUR VARIOUS BUSINESS DIVISIONS INCLUDING OUR DONATED GOODS/ RETAIL OPERATION THAT IS COMPRISED OF THIRTEEN RETAIL STORES, AN E-COMMERCE ENTERPRISE AND A WELL-ESTABLISHED COMMUNITY-WIDE DONATED GOODS PROGRAM WITH ATTENDED DONATION CENTERS AND DONATON BINS; GOODWILL STORES ALSO ALLOCATE SPACE FOR COMMUNITY ROOMS THAT ARE MADE AVAILABLE TO PROVIDE SERVICES TO LOCAL COMMUNITIES OR FOR LOCAL NOT FOR PROFIT ORGANIZATIONS TO PROVIDE THEIR SERVICES. 2-1-1/LIFELINE MISSION: THE 2-1-1/LIFE LINE PROGRAM PROVIDES 24/7 CONFIDENTIAL ACCESS TO TRAINED COUNSELORS WHO PROVIDE INFORMATION AND REFERRAL TO HEALTH AND HUMAN SERVICE AGENCIES AND PROGRAMS THROUGHOUT A 43-COUNTY REGION. COUNSELORS RESPOND TO CALLS TEXTS AND EMAILS AND CONDUCT WEB CHATS THROUGH ITS 24/7 CRISIS, SUICIDE AND INFORMATION HOTLINE. AS A BLENDED INFORMATION AND REFERRAL AND CRISIS HOTLINE, WE ARE ON THE FRONT LINES IN MAKING EFFORTS TO CONNECT CONTACTS NOT ONLY TO THE SERVICE THAT THEY ARE SEEKING, BUT ALSO THOSE THAT MAY BE LINKED TO THEIR PRESENTING CHALLENGE. 211/LIFE LINE STAFF ARE HIGHLY SKILLED AT COMPLETING NEEDS ASSESSMENTS THAT SPAN BASIC NEEDS ISSUES SUCH AS FOOD, HOUSING, AND TRANSPORTATION AND ASSESS FOR THE PRESENCE OF MORE COMPLEX NEEDS RELATED TO UNEMPLOYMENT, MENTAL HEALTH/PHYSICAL HEALTH NEEDS, AND EDUCATION, AMONG OTHERS. WORKFORCE DEVELOPMENT: WORK FORCE DEVELOPMENT (WFD) IS THE PROGRAM CHARGED WITH DESIGNING TRAINING AND IDENTIFYING EMPLOYMENT OPPORTUNITIES FOR PERSONS SERVED THROUGHOUT THE GOODWILL ENTERPRISES. THROUGH PARTNERSHIPS WITH MONROE, LIVINGSTON, ONTARIO, ONONDAGA AND WAYNE COUNTIES AS WELL AS SEVERAL AGENCIES WITHIN OUR TERRITORY, REFERRALS ARE ACCEPTED FOR PARTICIPANTS SEEKING WORK EXPERIENCE OPPORTUNITIES. IN ADDITION TO WORK EXPERIENCE, WORKFORCE DEVELOPMENT ASSISTED INDIVIDUALS REQUIRED TO PERFORM COMMUNITY SERVICE. ON A NATIONWIDE LEVEL, GOODWILL SERVES AS THE DISABILITY PARTNER TO THE NATIONAL AGRABILITY PROJECT, CONNECTING FARMERS, RANCHERS AND AGRICULTURAL WORKERS WITH A DISABILITY OR CHRONIC CONDITION TO RESOURCES AND TOOLS THAT ALLOW THEM TO CONTINUE WORKING IN THE AGRICULTURAL ENVIRONMENT. GOODWILL'S FOOD SERVICES/HOSPITIALITY DIVISION COOKS AND DELIVERS MEALS TO SENIORS SITES THROUGH THE COUNTY SENIOR NUTRITION PROGRAM, PROVIDING MEALS FOR QUALIFIED INDIVIDUALS THAT MEET THE FEDERAL NUTRITION GUIDELINES. THE DIVISION ALSO COOKS AND DELIVERS MEALS TO CHILD DAY CARE PROGRAMS. THEY ALSO OPERATE AN IN-HOUSE CAFETERIA THAT OFFERS HOT AND COLD MEALS TO AGENCY EMPLOYEES, MANY OF WHOM ARE BLIND AND UNABLE TO GET OUT TO LOCAL RESTAURANTS FOR BREAKFAST OR LUNCH. AS WELL AS HOSTING INDIVIDUALS THROUGHOUT OUR DONATED GOODS AND FOOD SERVICES PROGRAMS IN SERVICE TO OUR MISSION, GOODWILL DOES SO MUCH TO HELP CHANGE LIVES OF PEOPLE IN OUR COMMUNITY THROUGH OUR GOOD NEIGHBOR PROGRAM. WE PARTNER WITH AREA SCHOOLS AND LOCAL NOT-FOR-PROFIT ORGANIZATIONS TO ASSIST CHILDREN AND ADULTS WHO NEED CLOTHING, SHOES, BOOKS AND HOUSEWARES FROM OUR GOODWILL STORES. WE ALSO PROVIDE INTERVIEW AND JOB APPROPRIATE CLOTHES TO JOB SEEKERS. GOODWILL VISION ENTERPRISES INC 16-0743906 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 RETAIL NY 501(C)(3) LINE 11 N/A 1 GOODWILL OF UPSTATE NEW YORK INC 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 990642073 ADMINISTRATIVE SUPPORT NY 501(C)(3) LINE 12C, III-FI 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 GOODWILL VISION ENTERPRISES INC K 645944 FAIR MARKET VALUE GOODWILL VISION ENTERPRISES INC Q 2314361 FAIR MARKET VALUE