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learn Jaci Sweet Computer & Office Skills Graduate

work Dale Garcia Warehouse, Transportation & Logistics Graduate

thrive Tawny Hembry Disability Services Program Participant

FY 2018 Annual Report

Goodwill of the Olympics & Rainier Region


vision Every person has the opportunity to learn, work, and thrive in all aspects of life.

mission To help people reach their fullest potential through education, job placement, and career pathway services made possible by community donations, purchases, and partnerships.


For nearly 100 years, Goodwill of the Olympics and Rainier Region has been committed to providing the most impactful education and employment support to individuals in need. We have done this by understanding what organizations require in job candidates and refining our services to prepare people for long-term success. 2018 was a year of renewal for our Goodwill as we took important steps to meet the challenges of an ever-changing retail and economic landscape. Training and educational support expanded and deepened, giving people access to a broader range of foundational work skills and career readiness services. Operationally, we implemented cost-effective improvements that reduced our overall expenses and employed new customer-focused strategies in our retail stores, resulting in a substantial increase in revenue -- and more support for our mission programs. And, importantly, we looked to the future and asked ourselves, “What is our greater vision for the communities we serve and how does our mission contribute to that vision?” For the answers, we turned to our dedicated team of employees – the people who work every day with our participants, customers, stakeholders, and community partners. Through that work came this promise: to help people realize their fullest potential through education, job placement, and career pathway services made possible by community donations, purchases and partnerships. This mission is embodied in the personal stories featured in this year’s report, individuals who dedicated themselves to improving their lives and are now achieving goals that once seemed out of reach. The vision we imagine – that every person has the opportunity to learn, work, and thrive in all aspects of life – describes a future that will be realized through a collective effort of our team members, donors, shoppers, funders and partners. Together, we can make this vision a reality for all to embrace and enjoy. Thank you.

Lori Forte Harnick President and CEO

Christopher Algeo 2018 Board Chair

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Jaci Sweet Office and Computer Skills/ Financial Education

New skills and education bring a brighter future.

J

aci Sweet loved her job in the home health nursing field, but when a major staff reduction left her out of work she faced an uncertain future. The demands of employers were changing and she knew that in order to advance in her career she needed the appropriate technical knowledge. “I didn’t have the computer skills to work behind a desk and do the managerial side of the job,” Jaci reflected. To learn what she needed to become a qualified candidate, Jaci came to Goodwill and enrolled in the Office and Computer Skills program. In class she gained vital knowledge in the Microsoft suite of products and importantly, support to help her achieve long-term success. “Goodwill wants to train you for a career path – not just a job,” said Jaci. 2


“They help you get a career and set you up for success.” While attending classes she went to a hiring event at Goodwill and met her future employer. “They vetted me, trained me, and got me onboard within four weeks of training,” said Jaci, who now works as a nurse in a school for children with special needs. While her new position provided Jaci the financial stability to support herself and her two children, she had a desire to gain more understanding about how to manage her finances and set long-term goals. Once again, she turned to Goodwill and its Financial Education program. The class, which includes banking basics, budgeting, credit fundamentals, and one-on-one personalized coaching, has helped Jaci get on the path to achieving her

dreams. “My goal is to get a house for me and my two kids as a single parent,” said Jaci. “The instructors have helped me with my finances, my taxes, my whole financial future.” Though grateful for the technical skills she learned, Jaci is most appreciative for the full range of services she has received since coming to Goodwill. “The computer skills are just a small piece to get you started. It’s all the rest that goes with it.”

“Goodwill wants to train you for a career path - not just a job.”

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BRINGING OUR MISSION TO LIFE Helping people reach their fullest potential… Nearly a century ago, our Goodwill opened its doors with the commitment to assist the most challenged segment of the unemployed population, providing a hand up, not a hand out. Though this core mission continues to this day, our services have evolved and expanded, providing thousands of individuals throughout our 15-county region the education and life skills they need to achieve long-term success. In 2018, our workforce development programs and services continued to grow with heightened emphasis on understanding what employers are seeking in job candidates. This effort led to the development of enhanced education, job placement, and career pathway services designed to give unemployed individuals the skills they need to become more competitive and attractive to employers.

Through education… In 2018 we joined with key community organizations in the development of a high school program to encourage students to pursue careers in the ever-growing healthcare field. In 2019, approximately 70 freshmen will complete their initial year in the new Healthcare Careers Academy (HCA) at Stadium High School in Tacoma. With J.P. Morgan Chase Foundation support, Goodwill is providing a success coach at Stadium High School to support students as they take the program’s specialized curriculum and to organize mentorships, field visits, a speaker series, and volunteer activities throughout the community. Goodwill is proud to be part of the Healthcare Careers Academy, which is the result of a unique collaboration of community partners, including 4

Tacoma Public Schools, MultiCare Health System, CHI Franciscan Health System, University of Washington Tacoma, University of Puget Sound, Tacoma Community College, Bates Technical College, and the Greater Tacoma Community Foundation. Thanks to a seed grant from Wells Fargo in 2018, Goodwill is launching a new career readiness program to prepare and credential people for the growing number of jobs requiring 21st century skills. Goodwill’s Career Readiness Education and Development (CRED) program will be available as a standalone set of courses and will be integrated into Goodwill’s many industry-specific career path programs, such as barista, culinary, warehouse and logistics, and computer and office skills training. After feedback from multiple employers, training in computer software, basic math knowledge, financial literacy and fundamental work habits, such as communication and customer service,


now form the core of the program. The program, which will provide graduates with a Goodwill “ready to work” credential, will reach an anticipated 400 students at our training facilities in Tacoma, Longview, and Yakima.

diness Logo

GOODWILL CREDENTIALED

CRED

CAREER READINESS EDUCATION & DEVELOPMENT

Job placement and career pathway services…. CRED GOODWILL CREDENTIALED

CAREER READINESS EDUCATION & DEVELOPMENT

To encourage and prepare youth for high-demand jobs and careers in manufacturing, our Work Opportunity Center in Longview completed a oneyear pilot with the North Pacific Paper Company (NorPac), which funded a pre-apprentice program focused on industrial manufacturing. Eight young

Milgard graduates of the Vocational English-as-aSecond Language program, Sopheap Chhem and Kim Tran Nqvyen, with instructor Rocky Sandoval.

adults received six months of on-the-job training combined with Goodwill case management and work readiness skills. Upon completion of the pilot in July, all eight were placed in living-wage local employment. Based on the success of this pilot project, the model has been implemented as a recurring program at NorPac and is being introduced to other large employers in Cowlitz County. We are also tailoring programs with employers wishing to address the challenges of employee growth within their companies. Milgard Windows & Doors is partnering with Goodwill and Clover Park Technical College to help eliminate barriers to career advancement and bring opportunities to its non-English speaking employees in Tacoma. As part of the parent company’s Masco Million Differences Campaign, Milgard is hosting and funding a pilot program featuring onsite Vocational English-as-a-Second Language (VESL) instruction, along with financial literacy, workplace competencies, and employee retention counseling. With successful outcomes, Milgard may adopt the program in other locations and Goodwill may make the model available to other companies facing similar challenges. Christina Patching is participating in the industrial manufacturing pre-apprentice program offered by NorPac in partnership with Goodwill.

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Public Utilities (TPU) and the City of Tacoma’s Environmental Services can now receive up to $160 in credit on their utility bills by enrolling in our financial education program. Goodwill and KeyBank’s “Key to Change” financial education course and a series of oneon-one personalized financial coaching sessions will be available to an estimated 900 utility users over the next two years. The program helps customers understand bills, payment options, assistance programs, conservation tips for power and water, how to improve credit scores, budgeting, and financial planning. We are grateful for the community partnerships that make many of these services possible and also for the Thanks to the services she received through Goodwill’s partnership with United Way of Pierce County’s Center for Strong Families, single mother Donna Duverne is now enrolled at Tacoma Community College and taking steps toward earning a degree in nursing.

Made possible by community donations, purchases, and partnerships….

community generosity that has been expressed at our four Rising Chef dinners in 2018, where guests enjoyed a five-course meal prepared and served by our culinary skills students. The events also showcased the full range of our programs and services offered at our Work Opportunity Center in Tacoma. These “Come to the Table” events raised funds from generous donors within the

Our Goodwill is stronger because of public and private partnerships that help grow our mission services and thrift retail business. 2018 was a year for expanding our holistic approach to preparing people for employment with the strengthening of specialty teams to provide wraparound services for the most vulnerable segments of the unemployed: at-risk youth, veterans and transitioning military, persons with disabilities, and seniors re-entering the workforce. Within this holistic approach, we continued to provide families with financial education through the United Way of Pierce County’s Center for Strong Families. And, a new partnership in 2018 is now placing our financial education services within view of nearly every resident in the City of Tacoma. Customers of Tacoma 6

Banner Bank was host to Goodwill’s Rising Chef Dinner f Forte Harnick with Banner Bank’s Dan Bogart, SVP-Com Banking Officer; Doug Hedger, VP-Commercial Banking Outreach Officer.


community, thanks to underwriting support from Banner Bank. We are also grateful for an organization-wide donation of Microsoft software in 2018, which is helping our thrift retail enterprise develop the initial phases of a modern reporting and analytics system, designed to tackle the unique challenges of our brick and mortar retail operations. Microsoft’s support in 2018 was in concert with the development of new systems at the back-end of our retail operations to further streamline our production process and maximize the generosity of community goods donations. This continuous improvement effort was implemented in nearly all of our stores in 2018, helping to produce a $4 increase in value for each carload of donations, a 7.1% increase in sales and improved safety for our staff. Ever-grateful to our customers throughout the community, our retail marketing and merchandising teams in 2018 continued their focus on maximizing customer engagement and encouraging new

Goodwill costume experts helped more people than ever create unique outfits for Halloween.

customers to visit our stores. Six years of redefining Goodwill’s role in Halloween continues to produce strong results as sales of Halloween products grew by 18% in 2018. In addition, our online sales business developed new processes and efficiency gains in 2018, laying the groundwork for continued growth in 2019 and beyond.

The journey forward Our ongoing work is part of a collective effort that includes shoppers, donors of goods, financial supporters, and partner organizations, moving the community as a whole closer to the vision of every person having the opportunity to learn, work, and thrive in all aspects of life.

fundraising event. Pictured (L-R): Goodwill CEO Lori mmercial Division Director; Dan Niclai, VP-Business g Manager; and Michael Dotson, VP-Community 7


Tawny Hembry Disability Services

Determined to succeed and thrive.

G

rowing up with cerebral palsy right-sided hemiplegia, a condition that results in paralysis on one vertical half of the body, Tawny Hembry found one of the most challenging parts of her life was trying to “fit in”. “I felt like a square peg trying to go in a round hole,” said Tawny. Although it was hard for her to fit in with other kids at school, Tawny was continually supported and encouraged by her mother, who always taught her that she could do more than what others expected. She also made sure to treat Tawny no differently just because she had a disability. “I got punished right along with my brothers and sisters,” Tawny remembered. As an adult, Tawny was able to gain employment with the Department of Social and Health Services (DSHS), but 8


the position was not without its challenges. On the brink of being let go due to performance issues, Tawny was referred to Goodwill’s Disability Services program, which provides a wide range of services to help people with disabilities achieve paid employment in the community. With the support of her Goodwill case manager, Mindy Anderson, Tawny worked hard to address the areas that were causing the greatest challenges. Tawny was grateful for Mindy’s approach, “She did it gradually while respecting my space,” said Tawny. Over the next several months, Tawny was able to improve her job performance so significantly that she not only kept her employment with DSHS but also was eventually moved

from a part-time position to full-time employment. The increased hours have provided Tawny with much needed additional income, helping her to pay down her bills and improve her overall financial situation. Today, Tawny continues to excel in her job and remains thankful for the tools she learned at Goodwill and the ongoing support she receives.

“These people are true, they’re here for me to make sure I succeed.”

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Training & Education

Goodwill of the Olympics & Rainier Region covers a 15-county service area in Western and South Central Washington. From our Work Opportunity Centers in Tacoma and Longview, our dedicated team of professionals delivers in-depth training, education, career coaching, life skills and job placement services that prepare people for success.

Education & Skills Training Barista Skills Culinary Skills Environmental Job Training Office Support / Computer Skills Warehouse, Transportation & Logistics YouthBuild Construction Program

Career Preparation & Life Skills Career Readiness Education & Development (CRED) Financial Literacy and Coaching IRS Tax Preparation Services GED Completion Youth REACH Center WorkFirst Assessment and Training Women2Work

Employment Pursuit & Networking Resources School to Work Ticket to Work Disability Placement Services Interview Preparation Programs Job Placement Services Job Search Center Networking Programs Resume Development Workshops Job Fairs Senior Community Service Employment Program (55+) Military & Veteran Services Goodwill is licensed by the State of Washington as a private vocational school.

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Clallam Jefferson

Grays Harbor

Maso

Pacific

Wahkiakum


GOODWILL OF THE OLYMPICS & RAINIER REGION • 15-County Service Area • 3 Work Opportunity Centers • Tacoma • Longview • Yakima (to open in 2019)

S. King

on

• 37 Retail Locations • 31 mainline format stores • 3 blue boutiques • 3 outlet stores • 1 Online Store • ShopGoodwill.com/goodwillwa

Kittitas

Pierce

Thurston

Lewis Yakima Cowlitz Skamania Klickitat

2018 FACTS & IMPACTS

6,792 people were provided job training, placement and support

980

people were placed into jobs in the community

400

employers hired program graduates in a variety of career fields

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Dale Garcia Warehouse, Transportation and Logistics Program

A passion for driving intersects with a desire to serve others.

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or most of his career, Dale Garcia proudly worked in the transportation industry until a severe injury left him out of work for more than two years. “I worried about how I would provide for myself,” said Dale. And the long gap in employment made finding another job difficult. “In the transportation field if you’re not driving for over a year, companies won’t hire you.” Things began to improve for Dale when a counselor suggested he look into Goodwill’s Warehouse, Transportation and Logistics Program. From the first day, Dale knew what he wanted for his future. “My plan was to take this class, graduate and get a job with Goodwill,” said Dale. To make his dream come true, Dale needed to gain the skills required to re-enter the 12


workforce. In addition to the vocational competencies taught in the class, the program also provided him with much needed work habit and employment placement skills. Armed with the motivation to succeed and with the help of his instructors, Dale graduated from the 10-week program in July. A week later, he interviewed with Goodwill and soon received the offer he had long hoped for – a position as a Goodwill truck driver. Dale is thankful he found a job that combines his passion for driving trucks and helping others. “It allows me to exemplify my humanitarianism so when I go out to each Goodwill store, I get to meet the managers and customers, and provide quality customer service. I’m not only a

distributor but also a contributor,” Dale reflected. Seeing his accomplishment come full circle has had a lasting effect on Dale.

“I’m so inspired that I want to inspire others, so they feel the excitement that Goodwill really does change lives.”

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Corporate Alliance Program Goodwill is so grateful for the support of these generous corporate partners. Through financial donations for job training and educational programs, to hiring Goodwill program graduates, their commitment impacts the lives of thousands of people in our community. New partners in 2018 include: Albertson’s/Safeway, Banner Bank, Pepsi, Print NW, and Sound Transit.

Premier Partners:

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2018 Financial Highlights Operating Activities Statement of Unrestricted Activities (in thousands)

REVENUES

Workforce Development $4,492 Retail Operations $75,184 Go2 Property & Contract Services $278 Managed Real Estate $898 Contributions & Miscellaneous $2,118

TOTAL REVENUES

$82,970

EXPENSES

Workforce Development Services $7,862 Retail Program Services $66,480 Go2 Property & Contract Services $417 Managed Real Estate $448 Fundraising $861 Management & General $4,456

TOTAL EXPENSES

CHANGE IN NET ASSETS FROM OPERATING ACTIVITIES

$80,524 $2,446

The accounting firm Clark Nuber has audited the financial statements in accordance with auditing standards generally accepted in the U.S. The audit received an unqualified opinion.

Consolidated Statement of Financial Position (in thousands)

Total Assets $81,967 Total Liabilities $33,044 Total Net Assets

$48,923

Total Liabilities & Net Assets

$81,967

COMMITMENT TO OUR COMMUNITY

92.8%

of Goodwill expenses support retail and mission programs & services

7.2%

of Goodwill expenses support management & fundraising

OPERATING REVENUE GROWTH 2014-2018 2018 2017 2016 2015 2014

$82.9M $80.1M $79.6M $77.6M $74.5M

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2018 Honor Roll of Donors (Direct and in-kind gifts made October 1, 2017 – September 30, 2018)

Goodwill thanks all of the community members who generously support our mission. Because of you, motivated individuals have the opportunity to reach their fullest potential through education, job placement, and career pathway services. Thank you! $100,000+ Boeing Company JPMorgan Chase Foundation Microsoft Company $25,000 - $99,999 Call of Duty Endowment Ben B. Cheney Foundation Community Foundation of Southwest Washington Oscar T. and Olivann Hokold Foundation Milgard Windows & Doors Pepsi United Way of Pierce County Wells Fargo Foundation $10,000 - $24,999 Columbia Bank Clara Ladd RealNetworks Foundation Buck B. Thompson $5,000 - $9,999 Anonymous The Bamford Family Foundation Chehalis Tribe Dimmer Family Foundation The Gottfried and Mary Fuchs Foundation KeyBank Foundation Florence B. Kilworth Charitable Foundation William W. Kilworth Foundation Nationwide Mutual Insurance Company Scott E. Silver Todd Silver US Bank Foundation $2,500 - $4,999 Banner Bank Melinda Bennett Clara DeVine Lori & Blake Harnick Puyallup Tribe of Indians Robblee’s Total Security, Inc. Mike & Katie Shields $1,500 - $2,499 Barbara Ault Oscar Avalos

Steve & Mary Barger Kimberly Barron Brown & Brown of Washington Anthony Chen, MD Jodi & C.W. Herchold MultiCare Health System Cindy & Kim Nakamura Chris & Julie Politakis Steve & Kathleen Politakis Carol Stockdale Andrew Stolz Wendy & Jay Stricherz The Titus-Will Families Foundation James R. Tomlinson Larry Treleven TrueBlue, Inc. Michael A. Tucci James L. Walton Robert Whitted Andrew Wood $1,000 - $1,499 Dan & Nancy Anderson Phillip Bradford Susan Brinkman Christa & Tom Brothers Jack E. Butson Carl Cecka Bill Dickens Kyle Gibson Chuck Hellar Drew & Katie Henrickson Dena Hobbs Dennis & Linda Leuthauser Terry Jones Bev Losey Mike McGarvey Sandy & David McKay Carlyn Roy Shahrokh M. Saudagaran, Ph. D Magda Schoonderbeek Rhonda Tye Lisa Vlieger WA Women’s Foundation Walmart - Tacoma David M. Young

$500 - $999 Greg Biersack Doug Burton Nina Craft Charelle Foege Josh Garcia Janice Graves Glenn Griffin Haddad International, LLC Joanne Henry Hentschell & Associates Paul & Teri Kheriaty Marty & Mark Kogle The Kupka Family Galen Li Edward Little Diane Luders Marsh USA, Inc. Kiyoshi Masuda James M. McCorrmack Scot Morrison Martha Politakis Colette Taylor John Wallen Lisa & John Wiborg $250 - $499 Milissa Burkey Scott Chapman Combined Federal Campaign Shannon Govia Billy Hobson Tori J. Hoffman Georgeann Johnson Rebecca Liu David Lowe Leigh Ann Myhre Andrea Nelson George Panagiotu Jeffrey Pratt Eric Tatterson United Way of Pierce County Teresa Tresch Carol Wilkinson Laurie Youngblood

Special thank you to matching gift companies

Thank you to the following companies for encouraging their employees to give charitably by matching philanthropic donations. Your matching gift programs demonstrate a true belief in the well-being of our community. Bank of America | Boeing Company | JPMorgan Chase | KeyBank | Starbucks | US Bank

Goodwill Heritage Society

Individuals and families who have chosen to leave a legacy with Goodwill through their will, charitable trust, gift annuity or life insurance policy. Goodwill recognizes those individuals whose passion for Goodwill’s Mission will endure. Marian Bailey Estate The Thomas S. Brothers Family** Samuel H. Brown Estate Lillian Brunzel Estate Elizabeth Brusco** William L. Cagle** Donald F. Conner Estate Elaine F. Crawford Estate Mary Darling Estate Linda A. Erickson Eugenia Fairbanks Estate John & Buzz Folsom** Jane C. Gattavara Estate Leah D. Gunnarsen The Michael W. Hansch Family** Terry Hayes** Linda and Robert Heaton** Martin Hudson** Don & Mary Johnson** 16

Melvin Johnson** Forrest & Bethel Jonson Estate Jack R. Joyner Estate Karl Kaiser Estate The Kimble Family Revocable Living Trust /Elizabeth R. Kimble Hans Lemke Estate Mary Long Estate Evelyn W. Lordahl Estate Shirley McCulloch Estate Dean A. & Joan McSweeney** Lila J. Miller Estate Alice E. Morgan Estate Andrew Nelson Estate Sue D. Nilsson Fund Ed & Stacey Ogle** Elizabeth Pettigrew Estate

John W. Quick Estate Jeanne Schenck Estate Paul Schumacher Trust Mary Lou & Dave Sclair** Bartolina M. Serio Estate Clifford H. Smalling Estate Willie & Faye Stewart** Frederick T. Taylor Estate Beatrice E. Thompson Estate Estate of Pauline Gertrude Vieweger Sally Ann Wagner Living Trust Ingeborg Wathne Estate Marcella Wheeler Estate Genevieve Wilcox Estate Don & Mary M. Williams Estate Zoe Williams-Lambacher Estate Edward L. & Helen S. Woodbury Trust **Future Gift Arrangements


2018 Goodwill of the Olympics & Rainier Region Board of Directors Chair Christopher Algeo Past Chair C.W. Herchold Treasurer Shahrokh Saudagaran Secretary Judy Swain At Large Bill Dickens Suzy Esposito Barbara Mitchell Briner Colette Taylor Directors Anthony Chen, MD Rory Connally Charelle Foege Demetrius Forte Josh Garcia Daniel Glover Shannon Govia Drew Henrickson Terry Jones Mark Rodriguez Carlyn Roy In 2019, the Goodwill Board welcomes new members Karen Koch and Jacqueline Justice.

2018 Goodwill Heritage Foundation Board of Directors Chair Barbara Mitchell Briner Directors Steve Barger Greg Biersack Susan Brinkman Doug Burton Bill Dickens Jason Hall Chuck Hellar Bev Losey Andrew Stolz Eileen Sullivan

Management Team Lori Forte Harnick, President & Chief Executive Officer Jef Veilleux, Chief Financial Officer Greg Medlyn, Sr. Vice President of Retail Chris Politakis, Vice President of Marketing & Communications Keith Hall, Vice President of Human Resources, Safety, Security, & Loss Prevention


Work Opportunity Centers In 2018 Goodwill of the Olympics & Rainier Region had two Work Opportunity Centers providing education, job placement, and career pathway services to the public. Goodwill’s Milgard Work Opportunity Center 714 S. 27th St Tacoma, WA 98409 253.573.6500 Goodwill’s Work Opportunity Center of Cowlitz County 1030 15th Ave Longview, WA 98632 360.501.8340 A new Goodwill Work Opportunity Center is due to open in Yakima in 2019.

goodwillwa

Goodwill’s job placement and job training programs have received the highest level of accreditation available. In 2016, CARF International, an independent reviewing agency, awarded Goodwill a three-year accreditation through November 2019.

@wagoodwill

goodwillwa.org

Goodwill is a WorkSource affiliate in Pierce County, assisting in delivery of employment services.

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Goodwill 2018 Annual Report  

Goodwill 2018 Annual Report