2024-10-31T12:41:30-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-01-01 205959213 LAUREN'S INSTITUTE FOR EDUCATION LAUR 4806218361 1305 SOUTH GILBERT ROAD GILBERT AZ 85296 JUSTIN TRAVILLION CHIEF FINANCIAL OFFICER 4806218361 2024-10-29 1 0 SHARLYNN GARZA P02038329 4808394900 2024-10-29 2023 2024-10-15 13:58:12Z CARRIE REED 1305 SOUTH GILBERT ROAD GILBERT AZ 85296 14744023 0 X WWW.LAURENSINSTITUTE.ORG X 2007 AZ WORKING TOGETHER TO EMPOWER PEOPLE THROUGH EXTRAORDINARY SERVICES FOR DEVELOPMENTAL DISABILITIES. 5 3 338 94 0 0 1519134 427520 10790558 14190978 7601 49755 -24220 1667 12293073 14669920 0 0 0 0 9592970 11128802 3300 0 130195 2243934 3147326 11840204 14276128 452869 393792 10100946 9436636 3885403 2827301 6215543 6609335 X WORKING TOGETHER TO EMPOWER PEOPLE THROUGH EXTRAORDINARY SERVICES FOR DEVELOPMENTAL DISABILITIES. 0 0 1800864 1654934 THERAPY DEPARTMENT: WE HAVE MULTIPLE THERAPY DISCIPLINES ALL UNDER ONE ROOF WHICH IS CONVENIENT FOR CAREGIVERS AND ALLOWS US TO PROVIDE A TRUE TEAM APPROACH TO THERAPY. OUR THERAPISTS SERVE CONSUMERS THAT COME TO L.I.F.E. EXCLUSIVELY FOR THERAPY SERVICES AS WELL AS CONSUMERS ENROLLED IN OUR ACADEMY AND OUR ADULT DAY TREATMENT PROGRAM. WE PROVIDE MUSIC THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH THERAPY, AND FEEDING THERAPY. SEE MORE DETAIL ON THESE SERVICES IN SCHEDULE O.MUSIC THERAPYMUSIC THERAPY ADDRESSES FUNCTIONAL GOALS IN THE AREAS OF COMMUNICATION, SOCIALIZATION, MOTOR MOVEMENTS, ATTENTION SPAN, AND EMOTIONAL AWARENESS THROUGH USE OF MUSICAL INTERVENTIONS SUCH AS CREATING, SINGING, MOVING TO, AND/OR LISTENING TO MUSIC. FOR EXAMPLE, FOR A CONSUMER WITH A GOAL TO INCREASE THEIR NUMBER OF SPOKEN WORDS, THE MUSIC THERAPIST MAY USE SONGS THAT PROMOTE VERBAL PARTICIPATION AT SPECIFIC TIMES IN A SONG. OCCUPATIONAL THERAPYOCCUPATIONAL THERAPISTS LOOK AT WHAT ELEMENTS SUPPORT OR HINDER SUCCESSFUL PARTICIPATION FOR A CONSUMER, WHICH OFTEN INCLUDES THE ENVIRONMENT, SENSORY PROCESSING, BEHAVIOR, MOTOR SKILLS, LANGUAGE, AND COGNITIVE SKILL DEVELOPMENT. THEY THEN CREATE INDIVIDUALIZED ACTIVITIES FOR EACH CONSUMER TO HELP THEM ACHIEVE INDEPENDENCE AND WELL-BEING. FOR EXAMPLE, THEY MAY WORK ON HAND MUSCLE STRENGTHENING USING PUTTY SO THAT A CONSUMER CAN SUCCESSFULLY BUTTON A SHIRT.PHYSICAL THERAPYPHYSICAL THERAPY HELPS CONSUMERS IMPROVE IN THE AREAS OF GROSS MOTOR SKILLS. PHYSICAL THERAPISTS LOOK AT WHETHER A CONSUMER IS FUNCTIONING AT AGE-APPROPRIATE LEVEL IN PHYSICAL SKILLS SUCH AS MOBILITY, COORDINATION, AND STRENGTH AND THEN DETERMINE INTERVENTIONS TO HELP ADDRESS AREAS OF CONCERN. FOR EXAMPLE, THEY MAY USE THERAPY BALL ACTIVITIES TO STRENGTHEN A CONSUMER'S CORE MUSCLES SO THAT THEY CAN LEARN TO ROLL OR MAINTAIN THEIR BALANCE WHEN RIDING A BIKE.SPEECH THERAPYSPEECH/LANGUAGE THERAPY FOCUSES ON REMEDIATING SPEECH, LANGUAGE, AND SOCIAL COMMUNICATION. A SPEECH DISORDER INVOLVES DIFFICULTIES PRODUCING SOUNDS IN WORDS, WHEREAS A LANGUAGE DISORDER INVOLVES DIFFICULTIES UNDERSTANDING WORDS/SENTENCES AND COMMUNICATING WANTS AND NEEDS. FOR EXAMPLE, A SPEECH THERAPIST MAY PRACTICE WITH A CONSUMER ON DIFFERENT WAYS TO INTRODUCE THEMSELVES TO OTHERS IF THEY HAVE A GOAL OF IMPROVED SOCIAL COMMUNICATION. FEEDING THERAPYFEEDING THERAPY IS PROVIDED BY OCCUPATIONAL THERAPISTS OR ASSISTANTS OR SPEECH THERAPISTS OR ASSISTANTS THAT HAVE OBTAINED ADDITIONAL TRAINING IN THE SPECIALTY OF FEEDING THERAPY. THESE THERAPISTS USE CAREFULLY CHOSEN INTERVENTIONS TO ADDRESS CONCERNS SUCH AS ONLY EATING A VERY LIMITED NUMBER OR TYPE OF FOOD AND/OR TO IMPROVE ORAL MOTOR SKILLS TO REDUCE CONCERNS LIKE GAGGING, CHOKING, OR ASPIRATION. 3565450 5875851 PRIVATE ACADEMY: WE HAVE CLASSROOMS THAT SUPPORT STUDENTS WITH A WIDE ARRAY OF COGNITIVE, PHYSICAL, AND EMOTIONAL NEEDS FROM AGES 3-21. WE DEVELOP INDIVIDUALIZED LEARNING PLANS AND USE RESEARCH SUPPORTED CURRICULUM. MANY OF OUR STUDENTS RECEIVE ON-SITE THERAPY AND BEHAVIOR SUPPORT AND ALL OUR DEPARTMENTS WORK TOGETHER IN A TRANSDISCIPLINARY APPROACH. WE ARE ALSO FORTUNATE TO HAVE A BEAUTIFUL CAMPUS AND MULTIPLE CLINICAL ENHANCEMENT PROGRAMS AND ENVIRONMENTS. WE HAVE ASSISTIVE TECHNOLOGY SERVICES, ADAPTIVE MUSIC, ADAPTIVE ART, AND ADAPTIVE PHYSICAL EDUCATION WHICH ARE RUN BY OUR CLINICAL ENHANCEMENTS TEAM. WE ALSO HAVE OUTREACH PROGRAMMING THAT INCLUDES PARTNERSHIPS WITH LOCAL ACADEMIC INSTITUTIONS TO ASSIST IN EDUCATION OF STUDENTS. WE ARE PROUD TO HAVE RECEIVED A 5-YEAR ACCREDITATION IN 2021 FROM COGNIA. 2388127 3388389 BEHAVIORAL PROGRAMMING AND SUPPORT (BPS) DEPARTMENT: OUR BEHAVIORAL PROGRAMMING AND SUPPORT (BPS) DEPARTMENT PROVIDES COMPREHENSIVE APPLIED BEHAVIOR ANALYSIS (ABA) THERAPY. ABA IS THE SCIENCE OF LOOKING AT THE CIRCUMSTANCES SURROUNDING BEHAVIORS. BY IDENTIFYING WHAT HAPPENS RIGHT BEFORE AND IMMEDIATELY AFTER THE BEHAVIOR, BEHAVIOR ANALYSTS CAN ALTER THE EVENTS TO SHAPE OR TEACH REPLACEMENT BEHAVIORS TO IMPROVE THE LIVES OF THOSE BEING SERVED. WE HAVE AN ACCREDITED PROGRAM THAT UTILIZED CURRENT BEST PRACTICES IN THE FILED OF BEHAVIOR ANALYSIS. 3120976 3271804 COMMUNITY SERVICES DEPARTMENT: L.I.F.E. OFFERS CONSUMERS AND THEIR FAMILIES SEVERAL DIFFERENT OPTIONS TO RECEIVE CARE SERVICES IN-HOME AND WITHIN THE COMMUNITY INCLUDING HABILITATION (HAH), RESPITE (RSP), AND ATTENDANT CARE (ATC). HABILITATION CONSISTS OF A DIRECT SUPPORT PROFESSIONAL (DSP) PROVIDING TEACHING METHODS TO HELP A CONSUMER BE MORE INDEPENDENT. RESPITE INVOLVES A DSP PROVIDING SUPERVISION AND CARE FOR A CONSUMER FOR SHORT PERIODS TO GIVE REGULAR CAREGIVERS A BREAK. ATTENDANT CARE INCLUDES A DSP ASSISTING A CONSUMER WITH PERSONAL HYGIENE TASKS (E.G., DRESSING, BRUSHING TEETH, TOILETING) AND ACTIVITIES OF DAILY LIVING (E.G., EATING, HOUSEKEEPING CHORES) TO ASSIST A CONSUMER IN MAINTAINING THEIR HEALTH AND HEALTHY LIVING CONDITIONS.DAY TREATMENT AND EMPLOYMENT DEPARTMENT (DTE): OUR DTE DEPARTMENT INCLUDES MULTIPLE PROGRAMS FUNDED BY THE DIVISION OF DEVELOPMENTAL DISABILITIES (DDD) INCLUDING OUR ADULT DAY TREATMENT PROGRAM, AFTER SCHOOL PROGRAM, SUMMER PROGRAM, TRANSITION TO EMPLOYMENT PROGRAM, AND OUR GROUP SUPPORTED EMPLOYMENT PROGRAM. SEE MORE DETAIL ON THESE SERVICES BELOW.ADULT DAY TREATMENT PROGRAM (DTA)OUR ADULT DAY PROGRAM IS FOR ADULTS WITH DISABILITIES AGE 18 AND OVER. WE USE THE ASSESSMENT OF FUNCTIONAL LIVING SKILLS TO INFORM THE CREATION OF INDIVIDUALIZED CONSUMER GOALS. THESE GOALS ARE THEN ADDRESSED IN OUR DISTINCT AND ENGAGING TREATMENT AREAS WHERE SUPPORT IS PROVIDED AS NEEDED BY DIRECT SUPPORT PROFESSIONALS. DAY TREATMENT PROGRAM- AFTER SCHOOL (DTT)OUR DAY TREATMENT AND TRAINING (DTT) PROGRAM IS CURRENTLY OFFERED TO A VARIETY OF AGE GROUPS HERE AT L.I.F.E. THE PROGRAM IS CENTERED AROUND INDIVIDUALIZED DTT GOALS WHICH ARE ADDRESSED THROUGH VARIOUS FUN ACTIVITIES AND IN OUR MULTIPLE TREATMENT ENVIRONMENTS.DAY TREATMENT PROGRAM- SUMMER (DTS)WE HOLD AN INCLUSIVE SUMMER PROGRAM FOR THE MONTHS OF JUNE AND JULY WHERE FUNCTIONAL OUTCOMES ARE ADDRESSED THROUGH PROGRAM ACTIVITIES. THE PROGRAM IS IMPLEMENTED AS A MULTI-WEEK CAMP THAT FEATURES FUN THEMES, SMALL CLASS SIZES, INCLUSION OF TYPICALLY DEVELOPING PEERS, WATER PLAY, AND OTHER ENHANCEMENT ACTIVITIES.TRANSITION TO EMPLOYMENT (TTE) PROGRAMOUR TTE PROGRAM IS A COMPETITIVE PROGRAM THAT ACCEPTS INDIVIDUALS 16 AND OLDER AND FOCUSES ON ENHANCING SKILLS FOR FUTURE EMPLOYMENT. CONSUMERS WORK ON A FULL SPECTRUM OF ACTIVITIES AND SKILLS NEEDED FOR SUCCESSFUL EMPLOYMENT FROM SURVEYS IDENTIFYING STRENGTHS AND WEAKNESSES TO FORMAL MOCK INTERVIEWS. THE PROGRAM ALSO CONTINUES TO ENHANCE KEY INDEPENDENT LIVING SKILLS SUCH AS KITCHEN AND KNIFE SAFETY, FOOD SAFETY, MEDICATION, FINANCES, AND MORE. GROUP SUPPORTED EMPLOYMENT (GSE) PROGRAMOUR GSE PROGRAM IS FOR INDIVIDUALS THAT HAVE MASTERED THE SKILLS OF THE TRANSITION TO EMPLOYMENT PROGRAM. CONSUMERS IN THE GSE PROGRAM HOLD JOB POSITIONS AND ARE SUPPORTED IN THE POSITION WITH THE END GOAL OF INDEPENDENCE AND ABILITY TO SUSTAIN THAT EMPLOYMENT. 3120976 3271804 10875417 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 32 0 338 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4806218361 1305 SOUTH GILBERT ROAD GILBERT AZ 85296 CARRIE REED PRESIDENT 40.00 X X 199739 0 33927 MARGARET TRAVILLION CHIEF EXECUTIVE OFFICER 40.00 X X 204895 0 35330 RICH MASTON DIRECTOR 0.50 X 0 0 0 TONY MILLER DIRECTOR 0.50 X 0 0 0 BARBARA BURGESS DIRECTOR 0.50 X 0 0 0 JUSTIN TRAVILLION CHIEF FINANCIAL OFFICER 40.00 X 169647 0 29875 574281 0 99132 3 0 1 0 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 EMPLOYEE RETENTION CREDIT CONSULTING FEE 519194 1 116771 310749 47126 427520 ACADEMY 900099 5875851 5875851 BEHAVIORAL PROGRAMMING AND SUPPOR 900099 3388389 3388389 COMMUNITY SERVICES 900099 2295596 2295596 THERAPY SERVICES 900099 1654934 1654934 PATHWAYS 900099 976208 976208 14190978 49755 49755 34665 116771 65153 -30488 -30488 8425 8950 -525 -525 MISCELLANEOUS REVENUE 900099 32680 32680 32680 14669920 14223658 0 18742 673412 120112 436467 116833 9273379 8184019 1089360 72015 54443 16852 720 378682 280033 95304 3345 731314 650324 80071 919 52365 52365 36550 36550 524143 521443 2700 14664 14664 523531 236912 286166 453 125837 35807 90030 1067417 843254 224163 27829 13468 14361 100863 63069 37794 122125 112121 10004 90687 69495 20285 907 MISCELLANEOUS EXPENSE 174723 66708 103697 4318 BUILDING MAINTENANCE 157036 128677 28359 OTHER PROFESSIONAL FEES 83974 5700 78274 BAD DEBT EXPENSE 34040 34040 11542 11275 267 14276128 10875417 3270516 130195 3399821 4119700 1209792 867072 2009498 1879932 23800 1497708 1091036 379819 406672 3078216 2163260 10100946 9436636 364054 400409 326381 240440 3194968 2186452 3885403 2827301 X 6119974 6534603 95569 74732 6215543 6609335 10100946 9436636 393792 0 X X 0 1 X 1 0 X 149475 519299 1970908 1519134 419793 4578609 10815323 9849783 11018506 10782925 14191150 56657687 10964798 10369082 12989414 12302059 14610943 61236296 39600 220000 25000 139230 150150 573980 0 39600 220000 25000 139230 150150 573980 60662316 11389 5749 1465 7601 49755 75959 11389 5749 1465 7601 49755 75959 6939 6939 24592 4159 22804 24052 9222 84829 11000779 10378990 13020622 12333712 14669920 61404023 0.98790 0.98930 0.00120 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 933636 673556 260080 343508 233675 109833 220564 183805 36759 406672 SECURITY DEPOSIT 250000 OPERATING LEASE RIGHT OF USE ASSET 1913260 2163260 OPERATING LEASE LIABILITIES 2186452 2186452 X 14669920 0 14669920 0 14669920 14276128 0 14276128 0 14276128 PART X, LINE 2: LIFE RECOGNIZED UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2023, LIFE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GOLF 74796 60996 13800 6478 13844 916 605 CASINO NIGHT 76640 55775 20865 10740 13514 7707 11349 151436 116771 34665 17218 27358 916 7707 11954 65153 -30488 0 0 0 0 0 0 0 0 0 MARGARET TRAVILLION CHIEF EXECUTIVE OFFICER 182667 0 22228 0 0 0 30000 0 5330 0 240225 0 0 0 CARRIE REED PRESIDENT 177511 0 22228 0 0 0 18000 0 15927 0 233666 0 0 0 JUSTIN TRAVILLION CHIEF FINANCIAL OFFICER 152684 0 16963 0 0 0 12456 0 17419 0 199522 0 0 0 ZACHARY TRAVILLION SON OF CEO 32194 EMPLOYEE COMPENSATION (THERAPY TECH) 0 BRENT TRAVILLION SPOUSE OF CEO 88250 EMPLOYEE COMPENSATION (DIRECTOR OF MAINTENANCE) 0 NATHAN REED SON OF BOARD PRESIDENT 27781 EMPLOYEE COMPENSATION 0 MEEGHAN TRAVILLION DAUGHTER-IN-LAW OF CEO 10131 EMPLOYEE COMPENSATION 0 COLLEN CARDEY SISTER-IN-LAW OF CFO 24227 EMPLOYEE COMPENSATION 0 X AUCTION AND RAFFLE ITEMS 70 32642 FMV X OTHER 10 6845 FMV/DONOR/ONLINE GEN X GENERAL 9 4199 FMV X THERAPY 4 1245 FMV/DONOR X GOLF-GOODY BAG 2 1055 FMV X TOYS 13 496 DONOR 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 JUSTIN TRAVILLION (CFO) IS THE SON OF MARGARET TRAVILLIION, CEO AND CO-FOUNDER. BARBARA BURGESS(BOARD OF DIRECTORS AND PERSONAL GUARANTOR ON BUILDING LEASE) IS THE COUSIN OF CARRIE REED(PRESIDENT AND CO-FOUNDER). FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT HAVE COMMITTEES THAT MAKE GOVERNING DECISIONS FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS AND APPROVES THE 990. A COPY IS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, VOLUNTEERS, KEY EMPLOYEES, AND THEIR RELATIVES. AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS A COMPENSATION SURVEY THAT COMPARES RELATED ENTITY'S COMPENSATION OF KEY EMPLOYEES TO DETERMINE THE COMPENSATION FOR THEIR CEO AND PRESIDENT. THE CEO AND PRESIDENT, AS VOTING BOARD MEMBERS, ABSTAIN FROM THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.