Goodwill Industries Of Northern Wisconsin & Upper Michigan Inc in Marinette, Wisconsin (WI)

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Goodwill Industries Of Northern Wisconsin & Upper Michigan Inc
Employer Identification Number (EIN)391049987
Name of OrganizationGoodwill Industries Of Northern Wisconsin & Upper Michigan Inc
Address1805 Pierce Ave, Marinette, WI 54143-3339
ActivitiesOther school related activities, Job training, counseling, or assistance, Aid to the handicapped (see also 031)
SubsectionCharitable Organization, Educational Organization
Ruling Date03/1968
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$4,847,711
Amount of Income$7,775,342
Form 990 Revenue Amount$7,561,027
National Taxonomy of Exempt Entities (NTEE)Employment, Job-Related: Goodwill Industries


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Amount of income in 2013: $7,775,342 (it was $8,525,941 in 2012)
This organization: 

 $7,775,342
Other organizations performing similar types of work: 

 $9,287,335

Assets in 2013: $4,847,711 (it was $5,261,562 in 2012)
This organization: 

 $4,847,711
Other organizations performing similar types of work: 

 $7,616,804

Expenses in 2013: $8,171,666
This organization: 

 $8,171,666
Other organizations performing similar types of work: 

 $8,924,833

Income to expenses ratio in 2013: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.2

Number of employees in 2013: 754
Goodwill Industries Of Northern Wisconsin & Upper Michigan Inc: 

 754
Other organizations performing similar types of work: 

 774

Employees paid over $100,000 in 2013: 0.1%
This organization: 

 0.1%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 24.7%
This organization: 

 24.7%
Other organizations performing similar types of work: 

 20.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoYes
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109623
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return734754
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$123,218$174,940
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$44,987$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization11
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$8,039,131$8,096,339$7,561,027
Contributions, Gifts, Grants and Other Similar Amounts$2,035,834$2,064,968$1,864,245
Program Service Revenue$5,767,774$5,954,960$5,537,862
0$4,561,102$4,206,814
0$863,537$839,527
0$530,321$491,521
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$0$0$0
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$19,743$12,525$18,757
Gross rents (Real / Personal)$66,241 / $0$58,120 / $0$51,780 / $0
Less: rental expenses (Real / Personal)$46,498 / $0$45,595 / $0$33,023 / $0
Rental income or (loss) (Real / Personal)$19,743 / $0$12,525 / $0$18,757 / $0
Net gain/loss from sales of assets other than inventory$0$-9,054$0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$213,966$61,759$114,482
Gross sales of inventory, less returns and allowances$627,729$436,712$295,774
Less: cost of goods sold$413,763$374,953$181,292
Miscellaneous Revenue$1,814$11,181$25,681
0$5,598$24,781
0$5,000$900
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$8,486,925$8,269,400$8,171,666
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$0$168,115$174,940
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$4,109,243$4,158,448$3,959,197
Pension plan accruals and contributions$73,461$20,960
Other employee benefits$673,402$692,279
Payroll taxes$424,501$418,591$385,293
Fees for services (non-employees)
Management$0$0
Legal$3,687$896
Accounting$24,800$26,950
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$161,217$291,849
Advertising and promotion$45,174$13,774
Office expenses$47,595$23,282
Information technology$0$0
Royalties$0$0
Occupancy$1,504,794$1,564,824
Travel$60,852$52,427
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$37,805$4,531
Interest$138,903$152,779
Payments to affiliates$86,596$82,011
Depreciation, depletion, and amortization$314,640$349,006
Insurance$57,186$67,741
Other expenses$114,825$100,439
Other expenses$66,742$56,974
Other expenses$30,410$54,342
Other expenses$26,827$32,816
Other expenses$55,330$64,356
Balance Sheet
201120122013
Total assets$5,590,928$5,261,562$4,847,711
Cash - non-interest-bearing$360,215$176,052
Savings and temporary cash investments$39,611$45,711
Pledges and grants receivable, net$0$0
Accounts receivable, net$413,568$404,843
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$261,887$252,044
Prepaid expenses and deferred charges$94,658$124,049
Land, buildings, and equipment: cost or other basis$4,091,623$3,790,898
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$54,114
Total liabilities$4,198,732$4,042,427$4,229,830
Accounts payable and accrued expenses$775,760$941,108
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$2,910,193$2,742,996$2,838,456
Unsecured notes and loans payable to unrelated third parties$726,598$523,671$450,266
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0
Total net assets or fund balances$1,392,196$1,219,135$617,881
Unrestricted net assets$1,210,535$617,881
Temporarily restricted net assets$8,600$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$9,448,044
Subtotal Support$9,448,044
Gifts, grants, contributions, and membership fees received$9,448,044
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$11,461,023
Public Support$9,448,044
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$0
Net income from unrelated business activities, whether or not the business is regularly carried on$122,783
Other income. Do not include gain or loss from the sale of capital assets$1,890,196
Gross receipts from related activities, etc.$5,563,543
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$605,981$33,701$26,897
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$60,598$33,701$26,897
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$18,612
Unrelated business taxable income before net operating loss deduction$26,897
Net operating loss deduction$7,285
Unrelated business taxable income before specific deduction$19,612
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Southern Oregon Goodwill Industries11 W Jackson St, Medford, OR 97501-2332OR1968-09$14,939,713
2Sandy River Charitable Foundation349 Voter Hill Rd, Farmington, ME 04938-6030ME1997-04$36,712,146
3Goodwill Industries Of South Central Wisconsin Inc1302 Mendota St, Madison, WI 53714-1059WI1971-07$16,256,918
4Zanesville Welfare Org & Goodwill Industries3610 West Pike, Zanesville, OH 43701-9335OH1942-10$10,654,060
5Goodwill Industries Of Northern Wisconsin & Upper Michigan Inc1805 Pierce Ave, Marinette, WI 54143-3339WI1968-03$7,775,342
6Rosenthal Fund784 Park Avenue No 19b, New York, NY 10021-3553NY1997-04$2,179,160
7South Shore Bank Charitable Foundation Inc1530 Main St, S Weymouth, MA 02190-1310MA1997-04$1,595,539
8The Willowbank Foundation123 Pleasant St Ste 202, Marblehead, MA 01945-2381MA1997-04$1,036,508
9Whittingham Family Foundation Inc1200 High Ridge Rd Ste 2, Stamford, CT 06905-1202CT1997-04$933,142
10Tilles Family Foundation7600 Jericho Tpke, Woodbury, NY 11797-1728NY1997-04$388,100
11Somerset Hills Education Foundation25 Olcott Ave, Bernardsville, NJ 07924-2307NJ1997-06$147,731
12Schwimmers Foundation, Schwimmer Leiser Ttee266 Keap St Apt 2r, Brooklyn, NY 11211-7391NY1997-05$59,007
13Schiff Family Foundation Inc1060 5th Ave, New York, NY 10128-0104NY1997-04$55,788
14Westfield High School Ice Hockey AssociationPO BOX 2864, Westfield, NJ 07091-2864NJ1997-08$54,848
15Solan Family Foundation Inc1 Dolma Rd, Scarsdale, NY 10583-4505NY1997-05$44,747
16Saginaw County Chamber Foundation515 N Washington, Saginaw, MI 48607-1370MI1993-02$41,887
17The Martin & Robert Peyser Family Foundation165 E 32nd St Apt 11c, New York, NY 10016-6014NY1997-09$1,250
18Calumet Goodwill Industries Inc114 State St, Hammond, IN 46320-1527IN1942-09$0
19Career Advancement Partnership For Success Inc, Caps119 Shannon Dr, Pendleton, SC 29670-2006SC1995-01$0
20Goodwill Industries Of Southeastern Pennsylvania1048 N Plum St, Lancaster, PA 17601-4362PA1969-11$0
Number of organizations performing similar types of work
Alabama2
Arizona1
California5
Colorado3
Connecticut9
District of Columbia1
Delaware1
Florida6
Georgia3
Iowa2
Illinois1
Indiana3
Kansas1
Louisiana3
Massachusetts9
Maryland2
Maine4
Michigan7
Minnesota1
Mississippi1
North Carolina4
Nebraska2
New Hampshire1
New Jersey5
New Mexico1
New York16
Ohio7
Oklahoma4
Oregon2
Pennsylvania3
South Carolina2
Tennessee1
Texas11
Virginia2
Washington3
Wisconsin2
Wyoming1
Total132

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