SOUTHERN OREGON GOODWILL INDUSTRIES INC

EIN: 930564141 501(c)(3) Employment

MEDFORD, OR

Total Revenue
$31,856,933
Total Expenses
$30,728,271
Total Assets
$34,320,973
Net Assets
$25,608,907
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
OR
Principal Officer
SHAE JOHNS
Phone
5417723300
Tax Period
2024-01-01 to 2024-12-31

SOUTHERN OREGON GOODWILL INDUSTRIES INC, founded in 1967, is a mid-sized nonprofit in the Employment sector that reported $31.9M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $30.7M left a modest 4% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $24,199,612 Revenue: $22,551,947

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...

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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.

Program 2
Expenses: $1,867,039 Revenue: $8,250

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,384,262
Program Service Revenue $22,778,555
Investment Income $1,621,863
Other Revenue $72,253
TOTAL REVENUE $31,856,933

Expense Breakdown

Grants Paid $79,511
Salaries & Benefits $15,584,736
Fundraising Expenses $0
Program Expenses $26,066,651
Other Expenses $15,064,024
TOTAL EXPENSES $30,728,271

Year-over-Year Comparison

2024 2023 Change
Revenue $31,856,933 $26,028,265 +0.2%
Expenses $30,728,271 $23,822,724 +0.3%
Net Income $1,128,662 $2,205,541 -0.5%
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
12
Independent Members
12
Employees
739
Volunteers
N/A

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
5
$445,163
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTA AMUNDSEN DIRECTOR 1.00
Director
$0 $0 $0
ARA AGUIRRE DIRECTOR 1.00
Director
$0 $0 $0
CHRIS JANISCH DIRECTOR 1.00
Director
$0 $0 $0
KATIE ZERKEL BOARD CHAIR 1.00
Officer Director
$0 $0 $0
CRAIG PENA DIRECTOR 1.00
Director
$0 $0 $0
KATIE AMERAL VICE CHAIR 1.00
Officer Director
$0 $0 $0
STEVE LOOSLEY DIRECTOR 1.00
Director
$0 $0 $0
KARLA VILLINES DIRECTOR 1.00
Director
$0 $0 $0
JEANNE GRAZIOLI DIRECTOR 1.00
Director
$0 $0 $0
AIMEE QUALLS TREASURER 1.00
Officer Director
$0 $0 $0
JUSTIN IVENS DIRECTOR 1.00
Director
$0 $0 $0
JAYMES TADLOCK DIRECTOR 1.00
Director
$0 $0 $0
LAYNE SNYDER DIR. OF FINANCE 40.00
Officer
$120,390 $25,447 $145,837
SHAE JOHNS PRESIDENT/CEO 40.00
Officer
$283,067 $16,259 $299,326
ALICIA PRESTON VP OF WORKFORCE 40.00
Highest
$125,449 $18,502 $143,951
JAYNE SHAFER DIR. OF RETAIL 40.00
Highest
$108,376 $14,450 $122,826
MICHAEL MURPHY VP OF RETAIL 40.00
Highest
$132,919 $15,482 $148,401
DAVID ROBISON COO 40.00
Highest
$106,532 $0 $106,532
DAVID TRAPHAGEN FACILITIES MANAGER 40.00
Highest
$102,549 $30,902 $133,451
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
2024 $31,856,933 $30,728,271 $34,320,973 $1,128,662
2023 $26,028,265 $23,822,724 $37,644,537 $2,205,541
2023 $26,028,265 $23,822,724 $37,644,537 $2,205,541
2022 $21,190,635 $19,664,936 $29,192,839 $1,525,699
2021 $21,994,585 $16,291,382 $22,996,545 $5,703,203
2020 $22,303,137 $14,424,812 $19,140,202 $7,878,325
2019 $19,139,262 $18,024,474 $11,117,425 $1,114,788
2018 $17,502,428 $17,653,348 $10,403,605 $-150,920
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