Goodwill Industries of Middle TN, Inc.

Transcription

1 Goodwill Industries of Middle TN, Inc. General Information Contact Information Nonprofit Goodwill Industries of Middle TN, Inc. Address 1015 Herman Street Nashville, TN Phone (615) Fax Web Site Web Site Facebook Facebook Twitter Twitter At A Glance Year of Incorporation

2 Mission & Impact Statements Mission Changing lives through education, training and employment. Background Goodwill Industries was founded in 1957 to provide jobs for people with disabilities. As a private, not for profit Tennessee corporation, we are a member of Goodwill Industries International which assigns the territories for its members. Our territory extends within Tennessee borders from Crossville to Jackson, encompassing 48 counties. Our agency is accredited by Goodwill Industries International, Inc. (GII) for demonstrating a commitment to quality programs and services for the local community. Goodwill Industries of Middle Tennessee, Inc. had an operating budget of $530,134 for Ninety-eight percent of its operating budget was secured through the sale of donated goods. Goodwill employed approximately 2,246 individuals as of January 1, Of those individuals, 89% mission-related (had some type of barrier in initially becoming employed) and 17% of the employees are persons with disabilities. In 2016, Goodwill served 44,456 people in Middle and West Tennessee and placed 18,270 people in jobs. Employees and persons served include those with disabilities and others who have trouble finding and keeping jobs. Barriers to employment include, but are not limited to, the chronically poor, high school drop-outs, teens at risk, the chronically unemployed, displaced workers, persons aged 55+, ex-offenders, and non-native English speaking persons. Goodwill invests 88% of its revenue into program services. We have maintained funded contracts with the Tennessee Division of Rehabilitation Services, the Tennessee Department of Intellectual and Developmental Disabilities Services, and provide contracted services with organizations such as Operation Stand Down serving veterans who may be homeless and/or have disabilities. Goodwill also is a sub-contractor with Nashville Career Advancement Center to provide training for displaced workers. Goodwill was awarded a grant from RTA/MTA to assist clients in obtaining transportation in order to participate in job training, job search and employment. Goodwill is a member of the Initiative to Reduce Poverty in Nashville and cooperatively partners with several other organizations.goodwill is a founding member of the Nashville Workforce Network, a follow on to the Poverty Reduction Initiative. During 2012, Goodwill was awarded funding from United Healthcare to provide scholarship funds for individuals who completed Goodwill's Healthcare Initiatives Training and who wanted to continue their education in becoming a Certified Nurse Assistant. Goodwill was awarded funds from United Way of Nashville to support our Transitional Employment Services Program in Davidson County beginning in July 2008 and maintains support to current date. Goodwill's Microsoft Office Training training program is approved by the Tennessee Higher Education Commission. Tennessee Career Centers fund many of the referrals these programs. Goodwill also operates a youth work program and a job readiness training program for teens during the summer. Goodwill will was awarded a grant from the Metropolitan Housing and Development Authority Youth Enrichment funds to assist with funding for both of the aforementioned youth programs. Some funding has been provided for one or both programs in past years. Goodwill provides a recreational, integrated day camp program for children ages 6-15 years old and diagnosed with autism. The day camps are conducted at Nashville Davidson County Metropolitan Park Community Centers and totally funded by Goodwill. 2

3 Impact January - November 2017 Outcomes 1. Goodwill works as a sub-contractor with Nashville Advancement Career Center in a program for youth initiated by Mayor Megan Berry named Opportunity Now. In Summer 2017, the program supported 110 students to participate in a paid work internship for six weeks during the summer with 27 different community employers.the program currently works with students in the Northwest Sector of Davidson County with students from nine high schools to help them prepare for post-secondary training and to secure part-time employment and/or internships throughout the school year. This program will continue to serve students during the summer of 2018 with summer internships. 2. Goodwill sponsored another Summer Work Program for 50 high school youth ages with partial funding from the Metropolitan and Development Housing Agency's Summer Enrichment Grant and a Community Foundation Grant that assisted in funding student wages for 5 weeks during the summer. Kroger also paid $ 7500 in wages for students who trained various Kroger locations. The majority of the students served were economically disadvantaged, students with disabilities and/or who had both identifiers. 3. Goodwill also provides job readiness services for students years of age during the summer to prepare them for their first job and to train social skills, citizenship skills, and to encourage them to complete high school and move forward to post-secondary education. The program was funded by a grant from the Metropolitan Development and Housing Agency. 4. Goodwill receives support funding from the United Way of Metropolitan Nashville to provide individuals in Davidson County with job placement and vocational training opportunities. 5. Goodwill initiated a new decentralized system of processing donations which will maximize the value of donated items and reduce operating expenses. Goals for 2017/ Construction Pre-Training Services Program: August 2017-July The goal of this program is to serve 90 clients in 2017/2018 who live in Nashville's Promise Zone and prepare them for entry into Goodwill's Construction Training program and jobs in the construction industry. Participants will meet with a training coordinator to determine needed services and community referrals. Services offered to participants include career and computer assessments, digital literacy training and soft skills training, expungement services, driver's license reinstatement services, assistance with obtaining the necessary clothing for training and transportation assistance. Referrals are made to state agencies, adult education, and other community services such as housing and utility bill assistance. To date, Goodwill has served a total of 12 clients who entered the Construction Training program at Goodwill, 9 graduated from the 6-week training program and earned a nationally recognized NCCER certification. 2. Construction Training: Goodwill's 6-week construction training 2018 goals are to have 50 participants enroll in and complete the training course and earn the NCCER nationally recognized certification. Students will learn construction safety, hands-on use of hand tools and power tools, how to read blueprints, material handling, basic rigging, communication and job readiness skills. 3. Stairway to Success: The Stairway to Success promotes college readiness and credential attainment with a focus on financial wellness, career navigation services and supports placement and retention in middle-skill career pathways. The goal of this program is to serve and enroll 135 participants in 2017/2018 in the College Readiness program. To date, Goodwill has served 86 participants in the Stairway to Success program. Goodwill will support students to and through college and credentialed training programs and provide job placement and retention services. 4. Skills to Succeed: Goodwill's new soft skills training program has the goal of having clients and employees complete 1,500 virtual soft skills training modules in The Skills to Succeed program offer virtual training in Career Exploration, Getting a Job, and Success in work. The training can be delivered as a group, individually and online. 5. Google IT Professional Certificate Training Program: Goodwill's new Digital Skills training program will begin in 2018 and has the goal of enrolling 40 students. The program will assist individuals to gain quality digital skills training and earn a credential. Participants will be prepared for entry-level positions in the Information Technology field such as computer support specialists and receive placement and retention services. 3

4 Needs 1. Continued flow of donated clothing and household goods to support our retail sales and mission-related services. 2. Establish new employer and community partner relationships to help the job seeker connect to training and employment. 3. Financial support (housing, food, emergency needs,etc.) or partner agencies that can provide support for persons seeking assistance from Goodwill's job training programs. 4. Corporate financial support through the form of corporate sponsorship for special programs and/or events. Service Categories Primary Organization Category Employment / Employment Preparation & Procurement Secondary Organization Category Employment / Job Training Tertiary Organization Category Youth Development / Youth Development Programs Areas of Service Areas Served TN - Cheatham TN - Clay TN - Cumberland TN - Davidson TN - Dekalb TN - Dickson TN - Fentress TN - Giles TN - Hickman TN - Houston TN - Humphreys TN - Jackson TN - Lawrence TN - Lewis TN - Lincoln TN - Macon TN - Marshall 4

5 TN - Maury TN - Montgomery TN - Overton TN - Perry TN - Pickett TN - Putnam TN - Robertson TN - Rutherford TN - Smith TN - Stewart TN - Sumner TN - Trousdale TN - Wayne TN - White TN - Williamson TN - Wilson TN - Bedford Also serve Benton, Carroll, Crockett, Decatur,Dyer, Gibson, Haywood, Henderson, Henry, Lake, Lauderdale, Madison, Obion, and Weakley Counties in Tennessee. Board Chair Statement CEO Statement Goodwill Industries was founded by Rev. Edgar J. Helms, a Methodist minister in South Boston, who was ministering to the needs of people who were homeless, hungry and unemployed. Helms believed that their lives would be changed through productive, paid work. So, he went door to door asking for donations of used clothing and household items. In turn, he hired the unemployed to repair, mend, fix and sale the items to the public. Today, Goodwill Industries of Middle Tennessee continues to celebrate that very spirit by our mission of changing lives through education, training and employment. We believe, like Rev. Helms, in giving people a chance, not charity. Like the people we help, Goodwill earns 98% of its operating budget and supports its mission 100% through the collection and sales of donated goods. I am very proud of our entrepreneurial enterprise and the dedicated workforce that is 89% mission related. 5

6 Programs Programs Nashville Job Placement and Training Programs Description This program assists persons who have disabilities, are chronically unemployed or underemployed, displaced workers, economically disadvantaged and/or ex-offenders. Persons enrolled in this program may or may not participate in some of Goodwill's Occupational Training programs such as Certified Call Center Training, Certified Construction Training, Microsoft Office Specialization Training, Custodial training and/or Forklift training. College Readiness Training and Assistance with Financial literacy are other services outside of the Job Placement Program that individuals in the program may access. Individuals seeking placement may also participate in Goodwill's partnership with Workforce Essentials to help individuals obtain high school diplomas or free CNA training through our partnership with National Health Care. Job placement services also include assistance with resume development, interviewing skills, job search and follow-up after placement in some cases. Population Served Short Term Success Long term Success Program Success Monitored By Examples of Program Success Adults, Other Health/Disability, Person served completes the program and is placed in competitive paid employment. Number of clients served, the number of employees served, services given to clients and employees as well as training program attendance. Agency collects results by number and percentage of clients and employees served and services given to clients and employees and training program attendance. Program success is reported to Agency CEO and Board Members. In 2016, Goodwill served 44,456 people in Middle and West Tennessee and placed 18,270 people in jobs. 6

7 Goodwill Youth Programs Description Goodwill Integration Program is for youth ages 6-15 that have been diagnosed with autism. The children participate in an integrated day camp program with children who are not classified as having disabilities for a fun summer of recreation. Adult supervision is designated to monitor the children and encourage them to participate in the summer camp activities. Opportunity NOW, a collaborative program initiated by Nashville Mayor Megan Berry, provides job readiness training and summer work internships for students ages Goodwill serves the city's Northwest Zone, the largest territory, contacting local high schools and placing youth at partnered organizations through a paid high school internship program in the summer. During the school year, Goodwill's Northwest Zone Coordinator provides services to nine Metro Public High Schools to promote Opportunity NOW summer programs and connect youth to other job opportunities and trainings. Budget Category Population Served Examples of Program Success Employment, General/Other Vocational Guidance Adults, Adolescents Only (13-19 years), During the summer of 2017, Goodwill was one of five community-based agencies to coordinate services for students and employers. Goodwill hosted 110 interns for the Northwest Zone High School Internship program and had a 91% completion rate of interns finishing all 6 weeks. 7

8 Computer Skills Training and Certification Description Goodwill offers digital literacy training including two specific core computer skills training programs. Digital literacy provides a person with a basic overview of the computer, resume development, job seeking and setting up an address. This is free of charge to all persons served by Goodwill. Goodwill also offers Microsoft Office Specialist certification training in Word and Excel and serves as a Certiport testing site. Individuals completing the Microsoft Office Specialist certification training will earn an industry-recognized credential for employment. The Microsoft Office Specialist certification training is approved by the Tennessee Higher Education Commission. Some individuals may be eligible for assistance with training costs and may contact Goodwill regarding this assistance. Individuals, employer groups or others are welcomed to inquire about the services as customized training may be an option at an affordable cost. Budget 720,151 Category Population Served Short Term Success Long term Success Employment, General/Other Job Training & Employment Unemployed, Underemployed, Dislocated, Poor,Economically Disadvantaged,Indigent, Adults Helping individuals overcome their fear of using a computer. Learning how the computer can be a resource to locating services an individual may need is a short term outcome. Individuals will be able to understand more about technology related to computers. They will be able to access job opportunities as a result of the knowledge they gain and can be more connected to community information and resources. 8

9 Certified Nursing Assistant Training Description Goodwill is preparing individuals who are interested in entering a Certified Nurse Assistant Training program or other medical certification to have a foundation to develop a career path. Free Tennessee State approved Certified Nursing Assistant courses are offered through a partnership with the National Healthcare Corporation. Tuition is free, textbooks are provided, and there are employment opportunities for post-graduates. Courses are offered at the Indian Lake Career Solutions Center at 205A Indian Lake Boulevard, Hendersonville and the Bellevue Career Solutions Center at 7663 Highway 70 South, Nashville. Services are provided free of charge to persons served. Budget Category Population Served Short Term Success Long term Success Program Success Monitored By Education, General/Other Vocational Education Adults, Adolescents Only (13-19 years), All graduates of the program have reported improved self-esteem and self-confidence. Certified Nurse Assistants have mainly been employed by Home Health Care Agencies that require the certification for employment. Adults are monitored for job placement and retention and/or entrance into an elevated health training program. College Readiness Description Category Population Served Goodwill partnered with Nashville State Community College and Tennessee College of Applied Technology Nashville to offer two College Readiness seminars in 2017 with more seminars planned this Fall. These all day seminars focus on enrollment preparation, financial planning for college, study and test taking skills, career exploration, student services and supports and campus tours were conducted. Several students have received financial assistance from a small grant from Goodwill International to help with textbooks, uniforms and tools needed for their courses. Education, General/Other Vocational Education Adults, Adolescents Only (13-19 years), 9

10 Governance Board Chair Board Chair Ms. Julie Wilson Company Affiliation Sr. VP Asset Management Healthcare Realty Trust Term Jan 2016 to Dec Board Members Name Affiliation Status Ms. Woodretta Allen United Parcel Service (UPS) Voting Mr. Bryan L. Bean Pinnacle Financial Partners Voting Mr. Matthew Bourlakas Goodwill Industries of Middle Tennessee Mr. Andrew Davidson Frank E. Neal & Co., Inc. Voting Mr. Christopher Dunn Mr. Robert W. Duthie Waller Lansden Dortch & Davis, LLP Duthie Associates, Inc. dba Duthie Learning Voting NonVoting Mr. David M. Fentress Dollar General Corporation, Inc. Voting Mr. James B. Foley CB Richard Ellis Voting Mr. Ralph Forsythe Goodwill Industries of Middle Tennessee Ms. Kathryn S Gibson Vanderbilt Univ. Medical Ctr. Dept. of Finance Mr. Chad M. Grout Urban Grout Commercial Real Estate Voting Voting Mr. Ryan R. Loyd Cigna-Health Spring Voting Mr. Fred McLaughlin Robert W. Baird Voting Mr. Robert McNeilly III SunTrust Bank-Nashville NonVoting Ms. Christine E. Skold Tractor Supply Company Voting Mr. Todd A. Spaanstra Crowe Horwath, LLP Voting Mr. John W. Stone III White & Reasor, PLC Voting Ms Kathryn I. Thompson Thompson Research Group- TRG NonVoting Mr. John C. Tishler Waller, Lansden, Dortch and Davis, LLP Voting Mr. Jeff Young Tennessee Bank & Trust Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 15 Hispanic/Latino 0 Native American/American Indian 0 10

11 Other 0 0 Board Demographics - Gender Male 12 Female 4 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 70% Written Board Selection Criteria? Written Conflict of Interest Policy? No Yes Percentage Making Monetary Contributions 0% Percentage Making In-Kind Contributions 20% Constituency Includes Client Representation No Number of Full Board Meetings Annually 4 Board CoChair Board CoChair Mr. Dave Fentress Company Affiliation Dollar General Corporation Term Jan 2016 to Dec dfentress@dollargeneral.com Standing Committees Executive Finance Board Development / Board Orientation Risk Management Provisions Accident & Injury Coverage Automobile Insurance Boiler & Machinery Commercial General Liability Computer Equipment & Software Crime Coverage Directors & Officers Policy Disability Insurance Employee Benefits Liability 11

12 Employment Practices Liability General Property Coverage Inland Marine & Mobile Equipment Life Insurance Medical Health Insurance Property in Transit & Off Premises Umbrella or Excess Insurance Workers Compensation & Employers' Liability CEO Comments Challenges include: balancing mission needs expressed in growing numbers of individuals with disabilities and others with barriers to employment relying on our services in their job search; extending our services to all 48 Tennessee counties in our territory and maintaining sufficient donations of clothing and household goods to meet the increasing financial needs of our mission. Other Standing Committees: Real Estate & Donated Goods, Board Development, Mission & Human Capital (these were not options in the fields provided). 12

13 Management Executive Director/CEO Executive Director Term Start July Mr. Matthew Bourlakas Experience Sewanee-The University of the South, BA - English (1987); University of South Carolina-Columbia, Master of Mass Communication (1992). Director of Communication, Mental Health Association of Middle Tennessee ( ); Director of Communication, Nashville Area Red Cross ( ); Director of Health and Safety Services, Nashville Area Red Cross ( ); Chief Operating Officer, Second Harvest Food Bank of Middle Tennessee ( ) Former CEOs Name Term Mr. David Lifsey July July 2013 Mr. James B. White Jan Jan 1973 Staff Full Time Staff 8 Part Time Staff 0 Volunteers 0 Contractors 0 Retention Rate 93% Plans & Policies Does the organization have a documented Fundraising Plan? No Does the organization have an approved Strategic Plan? Yes Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? June 2013 In case of a change in leadership, is a Management Succession plan in place? Yes Does the organization have a Policies and Procedures Plan? Yes Does the organization have a Nondiscrimination Policy? Yes 13

14 Does the organization have a Whistle Blower Policy? Yes Does the organization have a Document Destruction Policy? No Affiliations Affiliation Metro Nashville Public Schools/Chamber of Commerce Alignment Process Year 2007 United Way Member Agency 1986 Nashville Chamber of Commerce 2008 Williamson County Chamber of Commerce 2006 Nashville Coalition for the Homeless 2006 Springfield Chamber of Commerce 2005 Center for Nonprofit Management Excellence Network 2012 Williamson County Chamber of Commerce 2012 CABLE 2010 Chamber of Commerce 2008 Cookeville-Putnam County Chamber of Commerce 2010 Dickson County Chamber of Commerce 2010 Gallatin Chamber of Commerce 2010 Hendersonville Chamber of Commerce 2010 Lebanon/Wilson County Chamber of Commerce 2010 Mt. Juliet Chamber of Commerce 2010 Nashville Area Hispanic Chamber of Commerce 2010 Robertson County Chamber of Commerce 2010 Rutherford County Chamber of Commerce 2008 Tennessee Hispanic Chamber of Commerce 2010 Tennessee Hispanic Chamber of Commerce 2010 Dickson County Chamber of Commerce 2011 Madison Chamber of Commerce 2011 Maury Alliance 2012 Nashville Coalition for the Homeless 2006 External Assessments and Accreditations Assessments/Accreditations Commission on Accreditation of Rehabilitation Facilities (CARF) - Employment and Community Services - 3 Year Accreditation Year 2012 Awards Awards 14

15 Award/Recognition Organization Year Innovation Award of People with Disabilities for Transitional Employment Program) Employer of People with Disabilities Employer of the Year Partnership Award Bill Sims Partner of the Year Award Nashville Area Employment Consortium Metropolitan Nashville Mayor's Advisory Committee for People with Disabilities & Vanderbilt Kennedy Center for Excellence Southern Middle Tennessee Employment Consortium Nashville Area Employment Consortium Middle TN Society for HR Management Early Innovator Award Goodwill Industries International 2011 NEXT Awards - Social Enterprise Nashville Chamber 2013 Senior Staff Mr. Karl Houston Title Experience/Biography Senior Director of Marketing & Community Relations Date of employment 9/8/1997; promoted from Donations Manager to Director of Donations to Sr. Director of Marketing & Community Relations; University of South Carolina, Psychology and Business Administration Mr. Mike Eisenbraun Title Sr. Director of Retail Support Experience/Biography Mr. Matt Gloster Title Experience/Biography Senior Director of Career Solutions Date of employment 2/26/2006; member of the Goodwill Business Advisory Council 03 to 06 and Goodwill Board of Directors 05 to 06. Mr. Chris Burr Title Experience/Biography Senior Director of Retail Operations Hired 2/1/2016; BS, The University of Iowa Ms. Mary LaHaie Title Senior Director of Finance and Accounting Experience/Biography Date of employment - 3/28/2007; Memphis State University Management Certified Public Accountant 15

16 Mr. Ed O'Kelley Title Senior Director of Information Technology Experience/Biography Ms. Karen Samuel Title Senior Director of Human Resources Experience/Biography Ralph Forsythe Title CFO Experience/Biography CEO Comments Many of the senior management staff have been with the agency 10 years or more. This stability in the management team has allowed Goodwill to use its resources in a consistent pattern of growth, maintaining its focus on mission of changing lives through education, training and employment. There is a maturity in the staff that allows for the successful management of the dual mission of the agency: serving people and remaining financially sound. 16

17 Financials Fiscal Year Fiscal Year Start Jan Fiscal Year End Dec Projected Revenue $72,413, Projected Expenses $72,894, Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $73,661,281 $78,681,214 $77,070,567 Total Expenses $78,349,703 $79,290,408 $75,853,182 Revenue Sources Fiscal Year Foundation and Corporation $453,815 $405,922 $570,491 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $982,447 $832,945 $283,306 Indirect Public Support $0 $42,395 $41,705 Earned Revenue $50,102,479 $50,318,132 $50,032,994 Investment Income, Net of Losses $219,490 $66,866 $343,255 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $21,768,200 $26,988,548 $25,717,137 Other $134,850 $26,406 $81,679 17

18 Expense Allocation Fiscal Year Program Expense $70,077,201 $70,944,394 $67,793,387 Administration Expense $7,458,538 $7,241,856 $7,167,279 Fundraising Expense $786,964 $1,104,158 $892,516 Payments to Affiliates -- $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 89% 89% 89% Fundraising Expense/Contributed Revenue 55% 86% 100% Assets and Liabilities Fiscal Year Total Assets $55,877,181 $62,035,224 $64,562,126 Current Assets $5,562,432 $8,171,411 $8,419,715 Long-Term Liabilities $10,560,730 $13,346,412 $15,260,658 Current Liabilities $8,307,993 $7,599,204 $7,526,789 Total Net Assets $37,008,458 $41,089,608 $41,774,679 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 19% 22% 24% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Program Revenue $50,102,479 Program Revenue $50,318, Second Highest Funding Source & Dollar Non $21,768,200 Noncash -- Amount Contributions $26,988,548 Third Highest Funding Source & Dollar Amount Con $982,447 Contributions, Gifts and Grants $832, Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration Yes - Expires June 2018 Registration No 0 GivingMatters.com Financial Comments Financial figures taken primarily from the audit, with additional information from the Form 990. Financial documents prepared by LBMC, PC. Comments Created provided by Nicole Copyright Rose 12/27/ The Community Foundation of Middle Tennessee 18