2018-05-08T09:30:41-05:00 2017-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2017-01-01 410907857 Lifeworks Services Inc LIFE 6514542732 2965 Lone Oak Drive Eagan MN 55121 Jeffrey Brown President/CEO 6514542732 2018-05-04 1 Deb Nelson CPA P01264758 6122536500 2018-05-04 2017 2022-09-23 18:48:47Z Jeffrey Brown 2965 Lone Oak Drive Eagan MN 55121 70258360 0 X www.lifeworks.org X 1965 MN To serve our community and people with disabilities as we live and work together. 12 11 4079 564 0 0 838024 762682 62725832 69318579 70322 115325 -19521 5975 63614657 70202561 0 0 0 0 51435476 57353616 0 0 194002 10196276 11091068 61631752 68444684 1982905 1757877 23939413 27853551 5361300 6168969 18578113 21684582 X Lifeworks mission is to serve our community and people with disabilities as we live and work together. 0 0 12804036 0 13963195 EmploymentLifeworks supported hundreds of individuals with disabilities in finding and maintaining competitive jobs in the community. This included 198 new job placements and 82 new employer partners, bringing the total number of individuals supported on the job to 603 and the total number of employer partners to 306.On March 1, 2017, Lifeworks chose to become one of just a handful of disability service providers statewide without a special wage certificate, meaning that all individuals supported on the job earn at least minimum wage. The average wage of a Lifeworks associate directly hired by a business was $11.02.Day ServicesThrough Day Services, Lifeworks helped more than 400 individuals connect to the community, engage with their peers, and utilize modern technology - all while receiving the highest quality care. Among the various activities and accomplishments made possible, 52 individuals participated in musical performance groups throughout Lifeworks locations in the Twin Cities, self-advocates from Lifeworks Brooklyn Park visited the Capitol 17 times to make their voices heard and meet with legislators, and 564 volunteers donated 4,580 hours of their time enriching the lives of people served by Lifeworks. 49659482 55355384 Fiscal SupportLifeworks supported more than 1,900 individuals to self-direct the services they receive. As an approved fiscal support entity through the state of Minnesota, Lifeworks helped individuals enrolled in the Consumer Directed Community Supports (CDCS) and Consumer Support Grant (CSG) programs. Lifeworks also served as a knowledgeable PCA Choice provider agency and a licensed provider of Personal Support.The individuals supported by Lifeworks selected, hired, and trained more than 4,000 employees to provide the assistance they need to live in their homes and access the community. In 2017, 200 new individuals were served through Fiscal Support and Lifeworks processed more than 1,600 employee applications for families. 62463518 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 221 0 1 4079 1 0 0 0 0 0 1 1 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X Laura Purfeerst 6513653722 2965 Lone Oak Drive Suite 160 Eagan MN 55121 John Orner Chair 2.00 X X 0 0 0 Kofi Bruce Treasurer 1.50 X X 0 0 0 Chris Larsen Secretary 1.50 X X 0 0 0 Barb Baumann Past Chair 1.50 X X 0 0 0 John Abbott Director 1.50 X 0 0 0 Ted Carlson Director 1.00 X 0 0 0 Gary Grundy Director 1.00 X 0 0 0 Marty Kiener Director 1.00 X 0 0 0 Cathy Mahone Director 1.00 X 0 0 0 Zachary Meyer Director 1.50 X 0 0 0 Al Woodard partial year Director 1.00 X 0 0 0 Mark Geldernick Director 1.00 X 0 0 0 Jeffrey Brown President/CEO 40.00 X X 185300 0 36242 Laura Purfeerst VP of Finance 40.00 X 132916 0 25795 Judy Lysne Executive Consultant 40.00 X 201084 0 1481 Mary Lenertz VP of Services 40.00 X 115354 0 12046 Tony Saputo-Swanson VP of Advancement 40.00 X 123899 0 19228 John Cobb VP of Human Resources 40.00 X 117678 0 12210 Kim Mueller VP of Employment Services 40.00 X 121857 0 8479 Lisa Zaspel VP of Fiscal Services 40.00 X 125694 0 8762 1123782 0 124243 9 0 1 0 Metro Transit 560 6th Ave N Minneapolis MN 55411 Transportation Provider 229401 Atomic Data Centers 250 Marquette Ave Suite 225 Minneapolis MN 55401 Tech Infrastructure Consulting 175609 RBA Inc 294 Gove Lane Ste 100 Wayzata MN 55391 Tech Infrastructure Consulting 123248 Nuala Turner 4057 275th St W Northfield MN 55057 Personal Care Provider 115037 Daniel Johnson 10425 Windrose Curve Elko MN 55020 Personal Care Provider 104693 5 364555 398127 40345 762682 Service Contracts 624100 66412103 66412103 Vocational Services 624100 2492138 2492138 DRS & School Contracts 624100 385333 385333 Private Pay 624100 1920 1920 27085 27085 69318579 97770 97770 20154 2599 17555 17555 17555 59175 364555 53200 5975 5975 70202561 69318579 0 121300 582817 571740 11077 50365178 48034872 2236504 93802 450458 422067 27274 1117 1804725 1626510 172101 6114 4150438 3671893 462961 15584 116992 116992 37063 37063 461170 67212 379045 14913 68540 35101 33439 681290 299554 368229 13507 1616590 1179193 437397 1278994 1259682 18123 1189 109812 35895 71148 2769 61708 61708 103117 90937 12180 Fiscal Intermediary Pur 5197164 5197164 Equipment 838912 179269 659604 39 Dues, Memberships & Sub 65061 24936 40041 84 Events 35167 1360 33807 419488 277525 141963 68444684 62463518 5787164 194002 5955930 5753964 191650 60169 4106881 4697438 525756 461775 10045077 5780304 4973552 4264773 7836613 12272152 349031 343280 23939413 27853551 2969470 3917210 4278 6369 1915658 1815303 471894 430087 5361300 6168969 X 18212650 21395699 365463 288883 18578113 21684582 23939413 27853551 1757877 1348592 0 X 0 1 X 1 0 X 664009 706999 823835 838024 762682 3795549 664009 706999 823835 838024 762682 3795549 412823 3382726 23446 25196 35130 57718 97770 239260 5287 5287 4040096 307134890 0.83730 0.85710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522543 522543 2828131 380910 2447221 1533120 1133350 399770 5161283 4266044 895239 4264773 Deferred Compensation 343280 Deferred Leases 86807 430087 X 71760516 1348591 156164 1504755 70255761 -53200 -53200 70202561 68654048 156164 53200 209364 68444684 0 68444684 Part X, Line 2: Lifeworks is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and has been classified as an organization that is not a private foundation under Section 509(a). The Organization undergoes an annual analysis of its various tax positions. The Organization is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Organization has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Organization believes that it has appropriate support for any tax position taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization will recognize future accrued interest and penalties related to unrecognized tax benefits or expenses in income tax expenses if incurred. Part XI, Line 4b - Other Adjustments: Special event expenses netted against revenue for tax purposes. -53,200. Part XII, Line 2d - Other Adjustments: Special event expenses netted against revenue for tax purposes. 53,200. Annual Celebration 423730 364555 59175 53200 423730 364555 59175 53200 53200 5975 X X X X 0 0 0 0 0 0 0 1 0 Jeffrey Brown President/CEO 185300 0 0 0 0 0 13461 0 23267 0 222028 0 0 0 Laura Purfeerst VP of Finance 112718 0 10404 0 9794 0 0 0 26326 0 159242 0 0 0 Judy Lysne Executive Consultant 68706 0 56308 0 76070 0 0 0 1525 0 202609 0 71982 0 Part I, Line 7 Lifeworks has contingent compensation for eligible supervisors, managers, directors and executive employees. Contingent payouts are based on three categories; (1) Positive financial results based on achieving defined milestones towards surplus goals of 2 - 3%. (2) Positive results on defined scorecard measures that focus customer relationships/loyalty, business processes, learning/innovation and financial outcomes. (3) Completion of defined personal goals which coincides with the organization's strategic plan. Part II, Line 4b Judy Lysne received a distribution from her 457(b) deferred compensation plan during 2017 which is included in Schedule J, Part II, Column B(iii). This compensation was reported in a previous year as deferred compensation as noted in Column (F), but is required to be shown as taxable compensation in the year of receipt. A City of Apple Valley Minnesota 410882559 2011-12-21 2300000 Buildings and Equipment 0 0 0 A 484697 2300000 2300000 2012 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 0 A 1 X 7 32047 Avg High/Low of date sol X Miscellaneous 23 8298 FMV 0 0 1 0 Form 990, Part VI, Section A, line 1 The Board of Directors shall elect an Executive Committee. It shall consist of at least three (3) members of the Board. The Executive Committee shall consist of the Chair of the Board and the Secretary, Chairs of any existing Committees, the immediate past Chair of the Board if still a member of the Board, and such other members of the Board of Directors, if any, as are determined by the Board of Directors. The Chair of the Board shall be the Chair of the Executive Committee. The Executive Committee shall act only in the interval between meetings of the Board of Directors and at all times is subject to the control and direction of the Board of Directors. In the interval between meetings of the Board of Directors, the Executive Committee shall have the complete authority of the Board of Directors in the management of the business and affairs of the Corporation, except that the Executive committee may not remove or elect Directors. Form 990, Part VI, Section B, line 11b A draft of the Financial Audit and Form 990 are presented each year to the Audit & Investment Committee for review. Upon review, the Audit & Investment Committee presents the meeting minutes, the Financial Audit and Form 990 to the full Board for approval. Form 990, Part VI, Section B, line 12c It is the policy of the board that the existence of any conflicts of interests shall be disclosed before any transaction is consummated. It shall be the continuing responsibility of the Board of Directors and executive team to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures. Transactions with parties with whom a conflicting interest exists may be undertaken only if all of the following are observed: 1. The conflicting interest is fully disclosed; 2. The person with the conflict of interest is excluded from the discussion and approval of such transaction; 3. A competitive bid or comparable valuation exists; and 4. The board has determined that the transaction is in the best interest of the organization. Disclosure in the organization should be made to the President and CEO (or if she or he is the one with the conflict, then to the Chair of the Audit and Investment Committee), who shall bring the matter to the attention of the Audit and Investment Committee. Disclosure involving directors should be made to the Chair of the Audit and Investment Committee, (or if she or he is the one with the conflict, then to the Chair of the board) who shall bring these matters to the Audit and Investment Committee. In each case, the Audit and Investment Committee shall review the possible conflict and report it to the board along with a recommendation for resolution. The board shall determine whether a conflict exists and in the case of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable to Lifeworks. The decision of the board on these matters will rest in the sole discretion of Board of Directors, and their concern must be the welfare of Lifeworks and the advancement of its purpose. Form 990, Part VI, Section B, line 15a The Board Compensation Committee is responsible for recommending performance objectives for the CEO, evaluating the CEO's performance, and recommending to the board the base salary, cash incentive bonus, and other compensation for the CEO of Lifeworks. When making the recommendation, the committee relies on comparability data provided by internal HR staff and, from time to time, outside consultants. In January of 2017, Lifeworks hired a new President and CEO. That search process was conducted during the second half of 2016 by the external firm of LymanDoran. During that recruitment effort LymanDoran captured significant competitive compensation information on the candidates they sourced. Full compensation histories of the finalists were reviewed by the Board's Search Committee that included all members of the Compensation Committee. That data was used to develop a compensation package approved by the full Board. Annually, human resources reviews the pay structure for the Vice President of Finance position using salary surveys that compare the position to similar positions in other for-profit and nonprofit organizations in Minnesota and then reviews it with the President & CEO who then decides the Vice President of Finance's compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The financial statements and whistleblower policy are also found on the organization's website.