2026-08-31T09:56:56-05:00 2025-12-31 383567911 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990 2025-01-01 381976268 GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC GOOD 2319957709 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 DAN BURON CEO/EXECUTIVE DIRECTOR 2319957709 2026-08-31 1 JEFFREY E HERT CPA P00066715 2319463230 2026-08-31 2025 GOODWILL NORTHERN MICHIGAN DAN BURON 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 26296503 0 X WWW.GOODWILLNMI.ORG X 1972 MI WE BRING FOOD TO NEIGHBORS, HELP VULNERABLE PEOPLE FIND HOME, AND PROVIDE EMPOWERING EMPLOYMENT THROUGH OUR COMMUNITY-SUPPORTED SOCIAL ENTERPRISE AND COLLABORATIVE PARTNERSHIPS. 10 10 428 317 0 0 10635466 9880957 14839787 16056005 288823 336891 0 22650 25764076 26296503 283214 407440 0 0 10207150 9980834 0 0 527321 13650103 13933619 24140467 24321893 1623609 1974610 38655651 36157423 15508039 10630636 23147612 25526787 X WE BRING FOOD TO NEIGHBORS, HELP VULNERABLE PEOPLE FIND HOME, AND PROVIDE EMPOWERING EMPLOYMENT THROUGH OUR COMMUNITY-SUPPORTED SOCIAL ENTERPRISE AND COLLABORATIVE PARTNERSHIPS. 0 0 16009130 407440 14440506 DONATED GOODS/RETAIL OPERATIONS - THE ORGANIZATION UTILIZES ITS NINE RETAIL STORES, ECOMMERCE, AND SALVAGE OPERATIONS - OUR SOCIAL ENTERPRISE - TO PROVIDE ON-THE-JOB TRAINING AND EMPOWERING EMPLOYMENT OPPORTUNITIES. REVENUE FROM THE SALE OF DONATED CLOTHING AND OTHER HOUSEHOLD GOODS GOES DIRECTLY TO GROWING AND SUPPORTING CRITICAL COMMUNITY-BASED PROGRAMS AND SERVICES. 4014324 947867 HOUSING AND HOMELESS SERVICES - THE ORGANIZATION'S HOUSING AND HOMELESS SERVICES PROGRAMS HELP OVER 1,500 PEOPLE A YEAR ACCESS SHELTER AND HOUSING. STREET OUTREACH ENGAGES PEOPLE EXPERIENCING UNSHELTERED HOMELESSNESS WHERE THEY ARE TO OFFER HELP FINDING SAFE AND SECURE HOUSING. THE GOODWILL INN PROVIDES EMERGENCY SHELTER FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS. PATRIOT PLACE PROVIDES EMERGENCY SHELTER FOR VETERANS. WE PROVIDE HOUSING-BASED CASE MANAGEMENT AT OUR PERMANENT SUPPORTIVE HOUSING COMMUNITIES, CARSON SQUARE AND EAST BAY FLATS, AND AT OTHER LOCATIONS FOR PEOPLE EXITING HOMELESSNESS, PEOPLE WITH DISABILITIES AND SPECIAL NEEDS, AND PEOPLE FLEEING DOMESTIC VIOLENCE, PROVIDING SUPPORT TO HELP PEOPLE MAINTAIN LONG-TERM HOUSING STABILITY. 1411308 634560 FOOD SERVICES - THE ORGANIZATION'S FOOD SERVICES PROGRAMS WORK TO INCREASE FOOD SECURITY FOR PEOPLE WHO STRUGGLE TO ACCESS THE NUTRITIOUS FOOD THEY NEED. OUR FOOD RESCUE PROGRAM RESCUES, HARVESTS, REPACKS, AND DISTRIBUTES 2.6 MILLION POUNDS OF FOOD A YEAR. WE PICK UP 10,000 POUNDS OF FOOD A DAY FROM GROCERY STORES, BAKERIES, AND FARMS, AND DELIVER IT ON THE SAME DAY TO 70+ FOOD PANTRIES AND COMMUNITY MEAL PROGRAMS, AT NO COST TO THEM. 80% OF THE FOOD WE DELIVER IS FRESH AND FROZEN BREAD, DAIRY, MEAT, FRUITS, AND VEGETABLES FULL OF NUTRIENTS NEEDED BY THE 16,000 CHILDREN, SENIORS, FAMILIES, AND PEOPLE IN OUR REGION WHO USE FOOD PANTRIES AND MEAL PROGRAMS TO ACCESS THE FOOD THEY NEED. OUR GOOD MEALS FOOD SERVICE PROGRAM AT THE GOODWILL INN PREPARES OVER 150,000 MEALS A YEAR FOR PEOPLE EXPERIENCING HOMELESSNESS, PEOPLE IN RECOVERY, AND SENIORS IN NMCAA'S MEALS ON WHEELS PROGRAM. 8790 55722 JOB SERVICES - THE ORGANIZATION'S WORKFORCE DEVELOPMENT PROGRAM PROVIDES THE ORGANIZATION'S EMPLOYEES WITH GROWTH AND DEVELOPMENT OPPORTUNITIES SO THEY CAN EXPAND THEIR PERSONAL AND PROFESSIONAL CAPABILITIES AND TAKE ON LARGER CHALLENGES WITH GOODWILL OR IN POSITIVE DESTINATIONS BEYOND GOODWILL. 8790 55722 21443552 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 51 0 1 428 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X KYLA MCMILLION 2316745631 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 MIKE BROWN CHAIRPERSON 0.20 0.20 X X 0 0 0 SARA HARDING VICE CHAIRPERSON 0.20 0.20 X X 0 0 0 KELLY MILLER TREASURER THRU 11/25 0.20 0.20 X X 0 0 0 JODY LUNDQUIST TREASURER 0.20 0.20 X X 0 0 0 LEZLIE GARVIN SECRETARY 0.20 0.20 X X 0 0 0 KATE REDMAN DIRECTOR 0.20 0.20 X 0 0 0 PAUL HEIDBREDER DIRECTOR 0.20 0.20 X 0 0 0 ANDREW KOHLMANN DIRECTOR 0.20 0.20 X 0 0 0 TERRI LACROIX-KELTY DIRECTOR THRU 11/25 0.20 0.20 X 0 0 0 NICK NISSLEY DIRECTOR 0.20 0.20 X 0 0 0 DAWN SHIELDS DIRECTOR 0.20 0.20 X 0 0 0 LORI VANANTWERP DIRECTOR 0.20 0.20 X 0 0 0 DAN BURON CEO/EXECUTIVE DIRECTOR 10.00 30.00 X 176948 0 42897 KYLA MCMILLION CFO 10.00 30.00 X 112501 0 19714 GAIL TAYLOR COO 10.00 30.00 X 119207 0 36381 DEB LAKE CHIEF PHILANTHROPY OFFICER 0.20 0.20 X 119465 0 10060 528121 0 109052 4 0 1 0 0 1136853 8744104 5508546 9880957 RETAIL STORE SALES 459510 14440506 14440506 OTHER PROGRAM SERVICE 900099 980939 980939 FOOD SERVICE 624200 634560 634560 16056005 309363 309363 26778 750 0 0 26778 750 27528 27528 INSURANCE PROCEEDS 900099 22650 22650 22650 26296503 16078655 0 336891 407440 407440 637173 637173 8003440 7044625 707496 251319 90795 87787 3008 536351 508792 17745 9814 713075 592724 99811 20540 19690 19690 45850 45850 22169 22169 436661 283934 87084 65643 211251 203921 1340 5990 1153514 1120597 18565 14352 2455067 2411414 43653 209450 179926 26878 2646 116209 7229 59305 49675 456071 394595 61476 911370 833833 77537 152074 121034 31040 COST OF GOODS SOLD 6278512 6278512 0 0 OPERATIONAL SUPPLIES 1269712 785457 385150 99105 DUES AND SUBSCRIPTIONS 152719 138945 9058 4716 MISCELLANEOUS 43300 42787 0 513 24321893 21443552 2351020 527321 2140254 2184038 1089849 1007752 2110818 2041674 2598968 5179912 614131 648598 40437 85035 21075718 7175849 20102820 13899869 6406816 7962614 3551558 3147931 38655651 36157423 1587135 1090067 600000 410000 11274 0 13309630 9130569 15508039 10630636 X 20933808 23545880 2213804 1980907 23147612 25526787 38655651 36157423 X 1974610 404574 -9 X X 0 1 X 1 0 X 7878717 6385209 2217119 9780466 8436057 34697568 14077245 1391773 3978644 14839787 16056005 50343454 21955962 7776982 6195763 24620253 24492062 85041022 0 0 0 85041022 177234 431925 100539 288970 309363 1308031 177234 431925 100539 288970 309363 1308031 304000 13750 855000 1467550 2640300 22133196 8512907 6310052 25764223 26268975 88989353 0.95560 0.97430 0.01470 0.01220 X PART III, SHORT YEAR EXPLANATION: A CHANGE OF ACCOUNTING PERIOD BECAME EFFECTIVE AS OF THE FILING OF THE 2023 TAX RETURN. THE EXEMPT ORGANIZATION WAS PREVIOUSLY A 9/30 FISCAL YEAR-END, AND REPORTED A SHORT-YEAR PERIOD OF 10/1/23-12/31/23 FOR THE 2023 RETURN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11273 11273 0 1 X 1 2589681 2589681 14797091 4905622 9891469 1040975 354030 686945 1231655 992146 239509 1416316 924051 492265 13899869 INVESTMENT IN REAL ESTATE PARTNERSHIP 133411 ROU ASSET- FINANCE LEASE 150026 ROU ASSET - OPERATING LEASE 2864494 3147931 X PART IV, LINE 2B: GOODWILL INDUSTRIES OF NORTHERN MICHIGAN, INC. ACTS AS THE FINANCIAL FIDUCIARY FOR TWO COMMUNITY COLLABORATIVES IN NORTHERN MICHIGAN. PART V, LINE 4: THE ORGANIZATION HAS THREE ENDOWMENT FUNDS AT THE GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION: GOODWILL INN OF TRAVERSE CITY ENDOWMENT ESTABLISHED 2006. "THE FUND SHALL BE TO SUPPORT THE FACILITY AND PROGRAMS OF THE GOODWILL INN OF TRAVERSE CITY, AS PART OF GOODWILL INDUSTRIES OF NORTHERN MICHIGAN." FOOD RESCUE OF NWMI ENDOWMENT ESTABLISHED IN 2017. "ANNUAL GRANT AWARDS TO SUPPORT THIS PURPOSE ARE PLANNED TO BE MADE TO FOOD RESCUE OF NORTHWEST MICHIGAN, CURRENTLY A PROGRAM OF GOODWILL INDUSTRIES." OLSON FOOD RESCUE ENDOWMENT ESTABLISHED IN 2020 BY CLARINE OLSON AND HER LATE HUSBAND AS A NAMED ENDOWMENT FOR THE FOOD RESCUE PROGRAM. PART X, LINE 2: THE ORGANIZATION ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR YEARS 2022 THROUGH 2025, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2025. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2025, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 CLIENT SUPPORT 1560 62216 FMV HOUSING AND HOMELESS SERVICES CLIENT ASSISTANCE- HOUSING APPLICATION FEES, MOVING EXPENSES, TRANSPORTATION COSTS, PERSONAL DOCUMENTS FOR HOUSING. RENTAL ASSISTANCE 36 345224 RENTAL ASSISTANCE (PAID FOR WITH THE CITY OF TC GRANT) FOR TENANTS AT EBF WITHOUT SUBSIDIES. PART I, LINE 2 THE AMOUNT OF GRANTS AND OTHER ASSISTANCE ARE TRACKED BY CATEGORY IN THE ORGANIZATION'S GENERAL LEDGER AND THE NUMBER OF RECIPIENTS ARE TRACKED THROUGH THE ORGANIZATION'S "PERSONS SERVED" DATABASE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAN BURON CEO/EXECUTIVE DIRECTOR 176948 0 0 0 0 0 18863 0 24034 0 219845 0 0 0 GAIL TAYLOR COO 119207 0 0 0 0 0 11368 0 25013 0 155588 0 0 0 A MICHIGAN STRATEGIC FUND 521417332 594698CT7 2007-10-04 2650000 DEBT REFINANCING 0 0 0 A 2650000 37832 2950554 2007 0 0 1 1 A 0 0 1 0 1 0 0 0 0 A 1 X 2904347 GII RECOMMENDED CALC X 2604199 PER POUND 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY KNOWN CONFLICTS OF INTEREST. IN ADDITION, EVERY BOARD MEETING BEGINS WITH AN OPPORTUNITY FOR MEMBERS TO DISCLOSE ANY CONFLICTS RELATED TO AGENDA ITEMS UNDER CONSIDERATION. PROPOSED TRANSACTIONS WITH BOARD MEMBERS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR IF THE DOLLAR AMOUNT OF SUCH TRANSACTION IS MINOR. LARGER TRANSACTIONS REQUIRE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS BEFORE THE TRANSACTION TAKES PLACE. ANY INTERESTED BOARD MEMBER MUST DISCLOSE THE CONFLICT AND RECUSE THEMSELVES FROM RELATED DISCUSSIONS AND VOTING. CONFLICT DISCLOSURES AND RECUSALS ARE DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. IN DETERMINING COMPENSATION, THE BOARD CONSIDERS SALARY SURVEYS PUBLISHED BY GOODWILL INDUSTRIES INTERNATIONAL AND A THIRD-PARTY SALARY GRADE AND COMPENSATION RANGE STUDY. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED USING A THIRD-PARTY SALARY GRADE AND COMPENSATION RANGE STUDY AND APPROVED BY THE COMPENSATION COMMITTEE CONSISTING OF THE CEO, CFO/COO, AND THE VP OF HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL INDUSTRIES OF NORTHERN MICHIGAN MAKES ITS FORM 990 AVAILABLE ON ITS WEBSITE ALONG WITH ITS ANNUAL REPORT. IT ALSO MAKES ITS FORM 990 AND AUDITED FINANCIALS AVAILABLE ON GUIDESTAR.ORG. GOVERNANCE DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION ARE OTHERWISE TYPICALLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON INVESTMENT IN SUBSIDIARY -9. FORM 990, PART XII, LINE 2C COMMITTEE PROCEDURES FOR THE OVERSIGHT AND SELECTION OF AN INDEPENDENT AUDITOR REMAIN CONSISTENT WITH THE PRIOR YEAR. FORM 990, SCH B DURING THE 2024 TAX YEAR, IT WAS IDENTIFIED THAT CERTAIN PLEDGED CONTRIBUTIONS HAD BEEN REPORTED ON A CASH BASIS RATHER THAN AN ACCRUAL BASIS FOR 2023 AND 2024 TAX YEARS FOR PLEDGED CONTRIBUTIONS IN THE FINANCIAL STATEMENTS. THIS ISSUE WAS CORRECTED PRIOR TO THE ISSUANCE OF THE 2023 AND 2024 FINANCIAL STATEMENTS, AND PLEDGED CONTRIBUTIONS WERE PROPERLY RECOGNIZED ON THE ACCRUAL BASIS IN BOTH THE 2023 AND 2024 FINANCIAL STATEMENTS AND FORM 990S. HOWEVER, PLEDGED CONTRIBUTIONS WERE INADVERTENTLY REPORTED ON THE 2024 SCHEDULE B BASED ON CASH RECEIPTS RATHER THAN THE ACCRUAL BASIS. THIS REPORTING DISCREPANCY DID NOT AFFECT THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE, AS THE PLEDGED CONTRIBUTIONS HAD BEEN INCLUDED IN THE APPROPRIATE REPORTING YEARS FOR THE PUBLIC SUPPORT CALCULATIONS. TO PROPERLY REFLECT PREVIOUSLY PLEDGED CONTRIBUTIONS, THE RECEIVABLE PORTION OF THE 2024 PLEDGES HAS BEEN REPORTED ON THE 2025 SCHEDULE B. GOING FORWARD, GWINM WILL REPORT PLEDGED CONTRIBUTIONS ON SCHEDULE B USING THE ACCRUAL BASIS OF ACCOUNTING, CONSISTENT WITH ITS FINANCIAL STATEMENTS AND FORM 990 REPORTING PRACTICES. CARSON SQUARE GOODWILL LLC 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 473451493 PROPERTY DEVELOPER MI 8576 85380 GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC GWNM EAST BAY FLATS GP LLC 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 393963373 LOW INCOME HOUSING MI GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC GW HOMELESS SERVICES OF NORTHERN MICHIGAN INC 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 611455416 EMERGENCY HOMELESS SHELTER MI 501(C)(3) LINE 7 N/A 1 CARSON SQUARE LDHA LP 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 471357913 LOW INCOME HOUSING MI CARSON SQUARE LLC RELATED 0 1 0.00070 GWNM EAST BAY FLATS LDHA LP 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 333374204 LOW INCOME HOUSING MI EAST BAY FLATS LLC RELATED 0 1 0.00070 CARSON SQUARE LLC 2279 SOUTH AIRPORT ROAD WEST TRAVERSE CITY MI 49684 473673627 GENERAL PARTNER MI GOODWILL INDUSTRIES OF NORTHERN MICHIGAN C 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 GW HOMELESS SERVICES OF NORTHERN MICHIGAN R 105 ACTUAL EASTBAY FLATS R 2544221 ACUTAL