Nonprofit · EIN 39-2040239
GOODWILL RETAIL SERVICES INC
Tax-exempt · MILWAUKEE, WI 53225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $224,598,805 | $227,702,208 | -$3,103,403 | $148,690,582 | $109,595,108 | $39,095,474 |
| December 31, 2024 | 990 | $203,490,270 | $205,775,966 | -$2,285,696 | $154,085,956 | $111,890,464 | $42,195,492 |
| December 31, 2023 | 990 | $206,269,143 | $212,400,815 | -$6,131,672 | $142,911,043 | $98,432,723 | $44,478,320 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $167,558,407
- Program service revenue
- $0
- Investment income
- $24,272
- Net gain from sales of assets
- $18,042
- Net income from sales of inventory
- $53,178,805
- Other revenue
- $57,016,126
Expenses
- Grants and similar amounts paid
- $24,462,144
- Compensation of officers, directors and key employees
- $642,363
- Other salaries and wages
- $87,262,015
- Salaries, compensation and benefits (total)
- $105,937,263
- Professional fundraising fees
- $0
- Legal fees
- $5,000
- Occupancy
- $33,306,425
- Travel
- $1,679,394
- Depreciation
- $12,171,247
- Program services (functional)
- $24,462,144
- Management and general (functional)
- $203,240,064
Balance sheet and other
- Total assets, start of year
- $154,085,956
- Total assets, end of year
- $148,690,582
- Total liabilities, end of year
- $109,595,108
- Net assets, end of year
- $39,095,474
- Land, buildings and equipment
- $42,294,034
- Net assets without donor restrictions
- $39,095,474
- Gross receipts
- $392,270,904
- Employees
- 6,999
- Volunteers
- 4
- Year formed
- 2001
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE HALLBERG | PRESIDENT & CEO Officer | 8 | $0 | $849,830 | $400,215 |
| JEFFREY DOCALAVICH | ASST. TREASURER Officer | 8 | $0 | $525,572 | $252,298 |
| SCOTT DEXTER | CHIEF RETAIL OFFICER Key employee | 40 | $423,679 | $0 | $232,844 |
| DAN MICHAEL | VICE PRESIDENT Highest-paid employee | 40 | $316,596 | $0 | $162,133 |
| JASON BURNS | VICE PRESIDENT Highest-paid employee | 40 | $290,517 | $0 | $138,011 |
| SHAWN MCCOURT | VICE PRESIDENT Highest-paid employee | 40 | $285,850 | $0 | $132,961 |
| JULIE DEMING | DIRECTOR INVENTORY Highest-paid employee | 40 | $178,622 | $0 | $144,855 |
| JAMES TIPTON | DIRECTOR STORES Highest-paid employee | 40 | $167,770 | $0 | $72,343 |
| BASIL BUCHKO | FORMER ASST. SECRETARY Former | 0 | $0 | $170,000 | $0 |
| ROBERT KLUG | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS SAVAGE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES BORRIS | TREASURER - AS OF 02/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY MATTKE | TREASURER - THRU 02/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACQUELINE BOWLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MARCUS | EX OFFICIO DIRECTOR - AS OF 02/25 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE HALLBERG | PRESIDENT & CEO Officer | 8 | $0 | $763,299 | $145,372 |
| JEFFREY DOCALAVICH | ASST. TREASURER Officer | 8 | $0 | $483,892 | $106,707 |
| SCOTT DEXTER | CHIEF RETAIL OFFICER Key employee | 40 | $448,136 | $0 | $66,571 |
| BASIL BUCHKO | ASST. SECRETARY - THRU 12/24 Officer | 8 | $0 | $343,935 | $51,090 |
| DAN MICHAEL | VICE PRESIDENT Highest-paid employee | 40 | $312,612 | $0 | $56,710 |
| JASON BURNS | VICE PRESIDENT Highest-paid employee | 40 | $314,634 | $0 | $33,594 |
| SHAWN MCCOURT | VICE PRESIDENT Highest-paid employee | 40 | $275,286 | $0 | $49,334 |
| JAMES TIPTON | DIRECTOR Highest-paid employee | 40 | $164,207 | $0 | $39,023 |
| ROBERT LICHTFUSS | DIRECTOR Highest-paid employee | 40 | $142,848 | $0 | $30,821 |
| THOMAS RICHTMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT KLUG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS SAVAGE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY MATTKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACQUELINE BOWLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE HALLBERG | PRESIDENT & CEO Officer | 8 | $0 | $820,541 | $35,055 |
| JEFFREY DOCALAVICH | ASST. TREASURER Officer | 8 | $0 | $510,487 | $45,920 |
| SCOTT DEXTER | CHIEF RETAIL OFFICER Key employee | 40 | $437,136 | $0 | $55,271 |
| BASIL BUCHKO | ASST. SECRETARY Officer | 8 | $0 | $351,216 | $57,567 |
| DAN MICHAEL | VICE PRESIDENT Highest-paid employee | 40 | $297,610 | $0 | $55,262 |
| SHAWN MCCOURT | VICE PRESIDENT Highest-paid employee | 40 | $286,289 | $0 | $52,919 |
| JASON BURNS | VICE PRESIDENT Highest-paid employee | 40 | $232,368 | $0 | $866 |
| JAMES TIPTON | DIRECTOR Highest-paid employee | 40 | $166,607 | $0 | $44,838 |
| ROBERT LICHTFUSS | DIRECTOR Highest-paid employee | 40 | $150,012 | $0 | $32,267 |
| THOMAS RICHTMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT KLUG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS SAVAGE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY MATTKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACQUELINE BOWLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6055 N 91ST ST, MILWAUKEE, WI 53225-1710
- In care of
- % LISA HEIDER
- Principal officer (990 for 2025)
- JEFFREY DOCALAVICH, 6055 N 91ST STREET, MILWAUKEE, WI 53225
- Signed the 990
- JEFFREY DOCALAVICH, CFO
- Phone
- (414) 847-4200
- Website
- WWW.GOODWILLGREATERMC.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
GOODWILL RETAIL SERVICES, INC. ("GOODWILL RETAIL") IS A NONSTOCK, NOT-FOR-PROFIT WISCONSIN CORPORATION, WHOSE SOLE MEMBER IS GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ("GOODWILL"), A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION WITH (CONTINUED ON SCHEDULE O)
Program accomplishments
- GOODWILL RETAIL SERVICES, INC. ("GOODWILL RETAIL") PROVIDES A SOURCE OF INCOME TO PROMOTE THE CHARITABLE MISSION OF ITS PARENT CORPORATION, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC., INCLUDING THAT ORGANIZATION'S NUMEROUS PROGRAMS FOR PROVIDING TRAINING, EMPLOYMENT, AND SUPPORTIVE SERVICES FOR INDIVIDUALS WITH DISABILITIES OR DISADVANTAGES. GOODWILL RETAIL OPERATED 76 STORES AND DONATION CENTERS DURING 2025, PROVIDING EMPLOYMENT OPPORTUNITIES AND REVENUE TO FURTHER GOODWILL'S MISSION. GOODWILL RETAIL PROVIDES WORK OPPORTUNITIES FOR LOCAL RESIDENTS, MANY OF WHOM HAVE BARRIERS TO EMPLOYMENT. AT THE END OF 2025, 5,290 PEOPLE WERE EMPLOYED. (CONTINUED ON SCHEDULE O)Expenses $24,462,144 · grants $24,462,144
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-2040239
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J32)
- Assets (IRS master file)
- $148,690,582
- Income (IRS master file)
- $392,270,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $224,598,805 | $227,702,208 | $148,690,582 | XML |
| 990 | December 2024 | $203,490,270 | $205,775,966 | $154,085,956 | XML |
| 990 | December 2023 | $206,269,143 | $212,400,815 | $142,911,043 | XML |
| 990 | December 2022 | $200,242,275 | $205,119,896 | $139,243,053 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2040239).
Questions about GOODWILL RETAIL SERVICES INC
- What is the EIN of GOODWILL RETAIL SERVICES INC?
- The employer identification number (EIN) of GOODWILL RETAIL SERVICES INC is 39-2040239.
- Is GOODWILL RETAIL SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to GOODWILL RETAIL SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does GOODWILL RETAIL SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GOODWILL RETAIL SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GOODWILL RETAIL SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GOODWILL RETAIL SERVICES INC?
- The 990 for the year ended December 31, 2025 names JEFFREY DOCALAVICH.
- Who are the officers and directors of GOODWILL RETAIL SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 6 received compensation from the organization.
- How much revenue does GOODWILL RETAIL SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $224,598,805, expenses of $227,702,208 and total assets of $148,690,582 at year end.
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