GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC

EIN: 390808491 501(c)(3) Employment

MILWAUKEE, WI

Total Revenue
$127,441,752
Total Expenses
$112,759,568
Total Assets
$247,721,056
Net Assets
$194,843,543
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1919
Legal Domicile
WI
Principal Officer
JACQUELINE HALLBERG
Phone
4148474200
Tax Period
2025-01-01 to 2025-12-31

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC, founded in 1919, is a major nonprofit in the Employment sector that reported $127.4M in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $112.8M left a modest 12% surplus.

Mission

THE MISSION OF GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL") IS: CONNECTING PEOPLE TO WORK. PREPARING PEOPLE FOR LIFE. GOODWILL IS DEDICATED TO CREATING COLLECTIVE COMMUNITY IMPACT THROUGH (CONTINUED ON SCHEDULE O)

Program Service Accomplishments

Program 1
Expenses: $64,953,856 Revenue: $74,929,398

GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. GOODWILL GREAT LAKES PROVIDES...

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GOODWILL GREAT LAKESGOODWILL PROVIDES FOOD SERVICE, LOGISTICS SUPPORT, AND ADMINISTRATIVE SERVICES TO THE UNITED STATES NAVY AT NAVAL STATION GREAT LAKES IN ILLINOIS. GOODWILL GREAT LAKES PROVIDES WORK OPPORTUNITIES AND SKILL DEVELOPMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES THROUGH THE ABILITYONE PROGRAM. COMPETITIVE WAGES AND BENEFITS, TRAINING, AND AN OPPORTUNITY FOR CAREER ADVANCEMENT ARE OFFERED TO THE EMPLOYEES. IN 2025, GOODWILL GREAT LAKES SERVED MORE THAN 12.2 MILLION MEALS TO U.S. NAVY SAILORS AND RECRUITS AND GOODWILL GREAT LAKES EMPLOYED NEARLY 1,193 PEOPLE, INCLUDING MORE THAN 500 INDIVIDUALS WITH SIGNIFICANT DISABILITIES. (CONTINUED ON SCHEDULE O)GOODWILL OFFERS A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES AT GREAT LAKES WHO MAY OTHERWISE FACE CHALLENGES FINDING AND KEEPING OPPORTUNITIES TO WORK. GOODWILL'S EXPERIENCE IN REHABILITATION ENABLES THE ORGANIZATION TO PROVIDE APPROPRIATE ACCOMMODATIONS TO ENSURE THAT INDIVIDUALS WITH SIGNIFICANT DISABILITIES CAN PERFORM THEIR ASSIGNED JOB FUNCTIONS. SOME EXAMPLES ARE CHANGES IN WORK SCHEDULE OR JOB FUNCTION TO ACCOMMODATE DISABILITY-RELATED ISSUES, INTERPRETERS FOR PEOPLE WITH HEARING IMPAIRMENT, AND MOBILITY TRAINING FOR PEOPLE WITH VISUAL IMPAIRMENT OR PHYSICAL DISABILITIES. GOODWILL ALSO SUPPORTS ITS WORKFORCE WITH TRAINING THAT PROVIDES A WAY FOR EMPLOYEES TO INCREASE THEIR KNOWLEDGE, ADVANCE WITHIN GOODWILL, OR MOVE INTO COMPETITIVE POSITIONS OUTSIDE THE ORGANIZATION. THIS SUPPORT INCLUDES WORKSHOPS, ON-THE-JOB TECHNICAL TRAINING, ONE-ON-ONE COUNSELING/COACHING SESSIONS, CAREER DEVELOPMENT AND PLACEMENT ACTIVITIES, AND REFERRAL TO COMMUNITY RESOURCES. TRAINING TOPICS INCLUDE JOB RETENTION SKILLS AND LIFE SKILLS, SUCH AS EMPLOYER EXPECTATIONS, CUSTOMER SERVICE, ATTENDANCE, APPEARANCE, HYGIENE, COMMUNICATION, ATTITUDE, TEAMWORK, TIME/ANGER/STRESS MANAGEMENT, FINANCIAL MANAGEMENT, AND SELF-EMPOWERMENT. IN ADDITION TO INTERNAL TRAINING PROGRAMS, GOODWILL OFFERS TUITION REIMBURSEMENT FOR COURSES TAKEN THROUGH LOCAL EDUCATIONAL INSTITUTIONS, AND CAREER ADVANCEMENT SERVICES THAT ARE AVAILABLE TO OUR EMPLOYEES.

Program 2
Expenses: $35,590,003 Revenue: $23,747,413

MISSION SERVICESGOODWILL'S MISSION SERVICES HELPS PROGRAM PARTICIPANTS BUILD JOB AND LIFE SKILLS THROUGH A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH BARRIERS TO...

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MISSION SERVICESGOODWILL'S MISSION SERVICES HELPS PROGRAM PARTICIPANTS BUILD JOB AND LIFE SKILLS THROUGH A BROAD RANGE OF SERVICES DESIGNED TO MEET THE NEEDS OF INDIVIDUALS WITH BARRIERS TO EMPLOYMENT. PROGRAMS AND SERVICES PROVIDE JOB TRAINING AND PLACEMENT, CAREER PATHWAYS AND SUPPORT SYSTEMS THAT EMPOWER INDIVIDUALS TO ACHIEVE INDEPENDENCE AND STABILITY. DURING 2025, GOODWILL PROVIDED SERVICES TO MORE THAN 17,162 INDIVIDUALS AND PLACED PEOPLE INTO OVER 2,451 EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. (CONTINUED ON SCHEDULE O)

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $36,082,197
Program Service Revenue $88,104,481
Investment Income $3,113,801
Other Revenue $141,273
TOTAL REVENUE $127,441,752

Expense Breakdown

Grants Paid $517,614
Salaries & Benefits $94,960,389
Fundraising Expenses $426,077
Program Expenses $100,543,859
Other Expenses $17,281,565
TOTAL EXPENSES $112,759,568

Year-over-Year Comparison

2025 2024 Change
Revenue $127,441,752 $110,713,706 +0.2%
Expenses $112,759,568 $105,880,793 +0.1%
Net Income $14,682,184 $4,832,913 +2.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
1586
Volunteers
175

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$2,027,915
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IRENE SUDAC BOARD CHAIR 2.00
Officer Director
$0 $0 $0
DAVID MARCUS DIR, VICE CHAIR 2.00
Officer Director
$0 $0 $0
ROBERT KLUG TREASURER 2.00
Officer Director
$0 $0 $0
THOMAS SAVAGE SECRETARY 2.00
Officer Director
$0 $0 $0
ROB BIRSE DIRECTOR 2.00
Director
$0 $0 $0
JAMES BORRIS DIRECTOR 2.00
Director
$0 $0 $0
STEVEN BAUMGARTNER DIRECTOR 1.00
Director
$0 $0 $0
JACQUELINE BOWLES DIRECTOR 2.00
Director
$0 $0 $0
LAURA GOUGH DIRECTOR 2.00
Director
$0 $0 $0
JESUS GONZALEZ DIRECTOR 2.00
Director
$0 $0 $0
MICHELLE GREENE DIRECTOR 2.00
Director
$0 $0 $0
LISA MERCHANT-HARRELL DIRECTOR 2.00
Director
$0 $0 $0
BRADLEY KALSCHAEUR DIRECTOR 2.00
Director
$0 $0 $0
TIMOTHY MATTKE DIRECTOR 2.00
Director
$0 $0 $0
RICHARD MEEUSEN DIRECTOR 2.00
Director
$0 $0 $0
SHEILA SHAFFIE DIRECTOR 1.00
Director
$0 $0 $0
MARK THOMAS DIRECTOR 2.00
Director
$0 $0 $0
IKE UMUNNAH DIRECTOR 2.00
Director
$0 $0 $0
CARL VANDER WILT DIRECTOR 2.00
Director
$0 $0 $0
MARILYN VOLLRATH DIRECTOR 2.00
Director
$0 $0 $0
JACQUELINE HALLBERG PRESIDENT & CEO 40.00
Officer
$849,830 $400,215 $1,250,045
JEFFREY DOCALAVICH CFO/ASSISTANT TREASURER 40.00
Officer
$525,572 $252,298 $777,870
CLAYTON PRYOR CHIEF MISSION OFFICER 40.00
Highest
$366,469 $146,234 $512,703
KENT WALTERS SVP GW GREAT LAKES 40.00
Highest
$351,854 $162,850 $514,704
ELIZABETH MCNALLY VP STRATEGIC PLANNING COS 40.00
Highest
$350,740 $150,884 $501,624
NATHAN CASEY SR VICE PRESIDENT MARKETING 40.00
Highest
$262,543 $134,855 $397,398
SHAMIRAN CHALABI VICE PRESIDENT FINANCE 40.00
Highest
$292,700 $153,865 $446,565
BASIL BUCHKO FORMER ASSISTANT SECRETARY 0.00
$170,000 $0 $170,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $127,441,752 $112,759,568 $247,721,056 $14,682,184
2024 $110,713,706 $105,880,793 $232,511,095 $4,832,913
2023 $113,111,931 $99,031,399 $229,383,437 $14,080,532
2022 $113,320,122 $92,801,851 $202,122,915 $20,518,271
2021 $82,804,954 $81,421,190 $193,592,595 $1,383,764
2020 $86,694,614 $82,064,742 $194,443,580 $4,629,872
2019 $113,065,354 $93,620,167 $191,689,939 $19,445,187
2018 $107,496,733 $97,721,249 $180,612,843 $9,775,484
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