Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 598,737 | 612,438 | 1,211,175 | |||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 598,737 | 612,438 | 1,211,175 | |||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 38,096 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,173,079 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 598,737 | 612,438 | 1,211,175 | |||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 117 | 117 | ||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 1,211,292 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| FORM 990, PART III, LINE 4A | THE CROSBY SCHOLARS PROGRAM: THIS IS A COLLEGE ACCESS PROGRAM THROUGH WHICH PUBLIC SCHOOL STUDENTS BEGIN TO PREPARE ACADEMICALLY, FINANCIALLY, AND PERSONALLY FOR SUCCESSFUL COLLEGE ADMISSION AS EARLY AS MIDDLE SCHOOL. WE ARE PARTNERED WITH GOODWILL OF NORTHWEST NORTH CAROLINA AND MODELED AFTER THE SUCCESSFUL CROSBY SCHOLARS COMMUNITY PARTNERSHIP IN FORSYTH COUNTY, WHICH GRADUATES 100% OF ITS SENIORS AND SENDS 98% OF ITS GRADUATES ON TO ACCESS POST-SECONDARY EDUCATION. EVERY PUBLIC 6TH-10TH GRADE STUDENT IN ROWAN COUNTY IS ELIGIBLE TO APPLY TO OUR PROGRAM. ONCE ADMITTED, STUDENTS MUST FULFILL A NUMBER OF REQUIREMENTS EACH YEAR IN ORDER TO REMAIN IN THE CROSBY SCHOLARS PROGRAM. MIDDLE SCHOOL STUDENTS MUST STRIVE TO MAINTAIN AT LEAST A 2.0 GPA, ATTEND A CROSBY ACADEMY, COMPLETE COMMUNITY SERVICE HOURS, AND FOLLOW SCHOOL POLICIES (I.E., NO SUSPENSIONS). HIGH SCHOOL STUDENTS HAVE THE SAME REQUIREMENTS, AND ALSO MUST AGREE TO REMAIN DRUG AND ALCOHOL FREE, BY PARTICIPATING IN A RANDOM DRUG SCREENING PROGRAM. SOPHOMORES, JUNIORS AND SENIORS MUST ATTEND A COLLEGE FAIR AND REQUIRED COLLEGE PREPARATION MEETINGS LED BY VOLUNTEER ADVISORS OR STAFF. SOPHOMORES WHO COMPLETE ALL OF THE REQUIREMENTS AUTOMATICALLY STAY IN THE PROGRAM AS THEY PROGRESS THROUGH TO HIGH SCHOOL GRADUATION. STUDENT ENROLLMENT IN FALL 2014 TOTALED 2,300 STUDENTS, AN INCREASE FOR MORE THAN 500 OVER OUR FIRST YEAR IN THE ROWAN-SALISBURY SCHOOL SYSTEM. OF THOSE 2,300 STUDENTS, 1,711 STUDENTS RECEIVED CREDIT FOR ATTENDING OUR ACADEMY WORKSHOPS. 1,208 OF OUR STUDENTS COMPLETED THEIR COMMUNITY SERVICE REQUIREMENT AND TOGETHER HAVE PROVIDED OVER 9,800 VOLUNTEER WORK HOURS. 1,300 OF THOSE STUDENTS WERE MIDDLE SCHOOLERS, WHICH LED TO US CATERING OUR PROGRAM TO EMPHASIZE CHOICES AND CONSEQUENCES AND CAREER AND COLLEGE EXPOSURE. WE DEVELOPED A "GAME OF LIFE" WHICH WAS TAKEN INTO EACH MIDDLE SCHOOL AND PRESENTED TO EVERY STUDENT, WHETHER A CROSBY SCHOLAR OR NOT. ALSO THIS YEAR, WE GREW TO INCORPORATE A LAYER OF 11TH GRADERS IN OUR PROGRAM. OUR JUNIORS WERE INVITED TO MEET WITH CATAWBA COLLEGE ADMISSION COUNSELORS DURING THEIR SCHEDULED GRADE ADVISOR MEETINGS AND HAD THE OPPORTUNITY TO SCREEN A FILM ABOUT STUDENTS WHO WERE FIRST IN THEIR FAMILY TO ATTEND COLLEGE. OF THOSE REPORTING, 43% OF THE CROSBY SCHOLARS CLASS OF 2016 WILL BE FIRST GENERATION COLLEGE STUDENTS, AS IS THE CASE FOR 47% OF OUR TOTAL NUMBER OF STUDENTS. THE CROSBY SCHOLARS PROGRAM SUPPORTS THE "WHOLE" STUDENT, WITH THE GOAL OF REMOVING BARRIERS TO THE STUDENTS ATTAINING A HIGHER EDUCATION. CROSBY ACADEMY CLASSES PROVIDE ESSENTIAL COLLEGE-PREPARATORY SKILLS THAT SUPPORT ACADEMIC AND PERSONAL ENRICHMENT. CLASSES SUCH AS NOTE TAKING, TEST-TAKING, SAT PREP, BUILDING SELF-ESTEEM, TIME AND CONFLICT MANAGEMENT, AND GOAL SETTING ARE JUST A FEW EXAMPLES OF CLASS OFFERINGS. PARENTS AND/OR GUARDIANS ARE ALSO OFFERED CROSBY ACADEMY CLASSES, AND IN THE JUNIOR YEAR OF HIGH SCHOOL, PARENTS AND GUARDIANS ARE ASKED TO ATTEND MEETINGS TO HELP THEM PREPARE FOR THE COLLEGE APPLICATION PROCESS THEIR STUDENTS ARE ABOUT TO BEGIN. THROUGH THE ROWAN CROSBY SCHOLARS PROGRAM, ALL PUBLIC SCHOOL STUDENTS WILL HAVE AN INCREASED AWARENESS OF THE IMPORTANCE OF COLLEGE. OUR "OPEN DOOR" RECRUITMENT POLICY WILL SUPPORT AND PREPARE STUDENTS FROM EVERY SOCIO-ECONOMIC BACKGROUND TO BE SUCCESSFUL AFTER COLLEGE. WITH THE DEDICATED MENTORING, SUPPORT, STRUCTURE, AND ASSISTANCE OFFERED BY CROSBY SCHOLARS, MANY BRIGHT, CAPABLE STUDENTS FROM ROWAN COUNTY WILL, FOR THE FIRST TIME, CONSIDER APPLYING FOR COLLEGE, AND EXPERIENCE THE LIFE-TRANSFORMING POSSIBILITIES A HIGHER EDUCATION CAN BRING TO THEM. |
| FORM 990, PART VI, SECTION A, LINE 3 | ACCOUNTING FUNCTIONS ARE PERFORMED BY THE ACCOUNTING STAFF OF GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA IS THE SOLE MEMBER OF THE ORGANIZATION, AND HAS ALL THE RIGHTS AND PRIVILEGES PROVIDED TO A VOTING MEMBER UNDER THE NORTH CAROLINA NONPROFIT CORPORATION ACT. |
| FORM 990, PART VI, SECTION A, LINE 7A | GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, AS THE SOLE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO APPROVE PERSONS SELECTED FOR THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, AS THE SOLE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO APPROVE DECISIONS MADE BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S 990 IS PREPARED AND REVIEWED WITH THE BOARD PRIOR TO THE FILING OF THE DOCUMENT. BOARD MEMBERS HAVE THE OPPORTUNITY TO MAKE CHANGES TO THE DOCUMENT PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER IS REQUIRE TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS OF THE QUESTIONNAIRES ARE COMPILED AND MAINTAINED BY THE EXCEUTIVE SECRETARY OF GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA (SOLE MEMBER OF THE ORGANIZATION). THE GOODWILL CEO AND EXECUTIVE SECRETARY ARE RESPONSIBLE FOR ENSURING COMPLIANCE DURING VOTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS AN EMPLOYEE OF GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC. THE INITIAL SALARY WAS DETERMINED BASED ON SALARIES OF SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 5-10: | THE COMPENSATION AND BENEFITS REPORTED IN PART IX REPRESENT AMOUNTS PAID TO EMPLOYEES OF GOODWILL THAT PROVIDE SERVICES TO THE COMMUNITY PARTNERSHIP. THESE AMOUNTS WERE PAID BY GOODWILL ON BEHALF OF THE COMMUNITY PARTNERSHIP AND HAVE BEEN REPORTED AS A CONTRIBUTION FROM GOODWILL ACCORDINGLY. |
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