2016-05-10T10:11:37-05:00 2015-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2015-01-01 410907857 LIFEWORKS SERVICES INC LIFE 6514542732 2965 LONE OAK DRIVE EAGAN MN 55121 JUDY LYSNE PRESIDENT/CEO 6514542732 2016-05-03 1 DEB NELSON CPA P01264758 6122536500 2016-05-03 2015 2016-09-27 15:27:22Z JUDY LYSNE 2965 LONE OAK DRIVE EAGAN MN 55121 61165417 0 X WWW.LIFEWORKS.ORG X 1965 MN TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. 13 12 4204 593 40094 0 707000 823835 59096518 60197067 40977 42646 305579 25014 60150074 61088562 0 0 0 0 47649631 49248330 0 0 194300 9880311 10049830 57529942 59298160 2620132 1790402 20682454 21174209 6112666 5011391 14569788 16162818 X LIFEWORKS MISSION IS TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. 0 0 13604029 0 15447818 LIFEWORKS DAY SERVICES PROVIDED SERVICES TO 924 CLIENTS; 593 VOLUNTEERS PROVIDED 7,515 HOURS OF SERVICE; AND WE FOCUSED ON MOVING CENTER BASED JOB SEEKERS INTO THE COMMUNITY VIA EMERSION IN BUSINESS ENVIRONMENTS WITH THE GOAL OF COMMUNITY EMPLOYMENT. *COMMUNITY EMPLOYMENTWE MATCH JOB SEEKERS WITH DISABILITIES TO CAREERS THROUGH PERSON CENTERED EXPLORATION AND DISCOVERY EMPLOYMENT SERVICES. IN 2015, 173 INDIVIDUALS WERE SUCCESSFULLY PLACED IN COMMUNITY JOBS. OVERALL, 840 PEOPLE WITH DISABILITIES WORKED NEARLY 460,000 HOURS AT 298 BUSINESSES AND EARNED $3.95 MILLION DOLLARS. PEOPLE EMPLOYED VIA LIFEWORKS EMPLOYMENT SERVICES EARNED AN AVERAGE HOURLY WAGE OF $9.75.*TRANSPORTATIONLIFEWORKS OPERATES A FLEET OF 31 VEHICLES AND HELPS ARRANGE FOR TRANSPORTATION TO AND FROM OUR LOCATIONS, WORK, AND OTHER COMMUNITY BASED ACTIVITIES. OUR VEHICLES ARE ADAPTED AND EQUIPPED TO SUIT THE NEEDS OF PEOPLE WITH DISABILITIES AND MOBILITY IMPAIRMENTS. IN 2015, LIFEWORKS ARRANGED APPROXIMATELY 1,300 RIDES PER DAY AND TRAVELED 433,057 MILES. IN ADDITION, WE PROVIDED TRAINING ON HOW TO USE PUBLIC TRANSPORTATION.*CAREER DEVELOPMENT AND SOCIAL ENRICHMENTCAREER DEVELOPMENT AND SOCIAL ENRICHMENT CENTER BASED SERVICES OFFER PEOPLE AN OPPORTUNITY TO GAIN SKILLS, CONFIDENCE, AND A GREATER SENSE OF COMMUNITY IN INCLUSIVE SETTINGS. OUR ENGAGING AND VIBRANT CURRICULUM PROVIDES A VARIETY OF LEARNING OPTIONS INCLUDING ART, MUSIC, SELF ADVOCACY AND HEALTHIER LIFESTYLES. IN 2015, WE PROVIDED 12,600 UNIQUE COMMUNITY INTEGRATION OPPORTUNITIES. PEOPLE ALSO ENGAGED IN THE COMMUNITY BY VOLUNTEERING AT 11 NON PROFIT ORGANIZATIONS AND PARTICIPATING IN 20 OTHER COLLABORATING COMMUNITY PARTNERSHIP ORGANIZATIONS. 38731368 0 44749249 LIFEWORKS FISCAL AND IN-HOME SERVICES PROVIDED SERVICES TO 1,430 INDIVIDUALS AND THEIR FAMILIES.THOUSANDS OF MINNESOTANS COUNT ON LIFEWORKS FISCAL AND IN-HOME SERVICES TO HELP THEM MANAGE THE EVERYDAY CHALLENGES OF LIVING WITH A DISABILITY. AS A STATE-APPROVED FISCAL SUPPORT ENTITY AND A LICENSE HOLDER UNDER CHAPTER 245D, LIFEWORKS IS DEDICATED TO DELIVERING PERSONAL SERVICES AND CONSULTATION TAILORED TO THE NEEDS OF EACH INDIVIDUAL. WE TAKE PRIDE IN FINDING CREATIVE SOLUTIONS THAT GIVE OUR CLIENTS MORE FREEDOM, CHOICE, AND CONTROL IN THEIR LIVES. 52335397 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 1 218 0 1 4204 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 12 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 EAGAN MN 55121 JOHN ORNER CHAIR 1.00 X X 0 0 0 KOFI BRUCE TREASURER 1.00 X X 0 0 0 CHRIS LARSEN SECRETARY 1.00 X X 0 0 0 BARB BAUMANN PAST CHAIR 1.00 X X 0 0 0 JOHN ABBOTT DIRECTOR 1.00 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 1.00 X 0 0 0 AL WOODARD DIRECTOR 1.00 X 0 0 0 FRED SEAGREN DIRECTOR 1.00 X 0 0 0 JUDY LYSNE PRESIDENT/CEO 40.00 X X 222073 0 24055 LAURA PURFEERST VP OF FINANCE 40.00 X 131600 0 29055 CHRISTOPHER HUERTA VP OF OPERATIONS 40.00 X 121299 0 5254 MARY LENERTZ VP OF SERVICES 40.00 X 112751 0 4008 TONY SAPUTO-SWANSON VP OF ADVANCEMENT 40.00 X 111121 0 18733 JOHN COBB VP OF HUMAN RESOURCES 40.00 X 117768 0 801 KIM MUELLER VP OF EMPLOYMENT SERVICES 40.00 X 110772 0 7716 927384 0 89622 5 0 1 0 METRO TRANSIT 560 6TH AVE N MINNEAPOLIS MN 55411 TRANSPORTATION PROVIDER 363763 ATOMIC DATA CENTERS 250 MARQUETTE AVE SUITE 225 MINNEAPOLIS MN 55401 TECH INFRASTRUCTURE CONSULTING 203717 TELIN TRANSPORTATION GROUP 16290 KENRICK LOOP LAKEVILLE MN 55044 TRANSPORTATION PROVIDER 196960 ROBERT HALF INTERNATIONAL 8500 NORMANDALE LAKE BLVD 1010 BLOOMINGTON MN 55437 TEMP STAFFING SERVICES 182755 THE BAILEY GROUP 4800 OLSON MEMORIAL HWY SUITE 225 MINNEAPOLIS MN 55442 TRAINING/COACHING SERVICES 173901 6 6000 316520 501315 65698 823835 SERVICE CONTRACTS 624100 57208097 57208097 VOCATIONAL SERVICES 624100 2691747 2691747 DRS & SCHOOL CONTRACTS 624100 196835 196835 PRIVATE PAY 624100 72959 72959 27429 27429 60197067 35130 35130 7516 0 7516 7516 7516 61775 316520 76855 -15080 -15080 MANAGEMENT REVENUE 541610 40094 40094 40094 61088562 60197067 40094 27566 411600 406593 5007 43005687 39839921 3077639 88127 469758 417336 50499 1923 1597301 1373283 216932 7086 3763984 3170680 576328 16976 70828 70828 35175 35175 458583 26146 432437 114237 27755 86482 696871 329097 348859 18915 1539376 1142765 396611 1276667 1234923 40039 1705 292507 45044 240288 7175 60415 60415 117783 106385 11398 FISCAL INTERMEDIARY PUR 4080478 4080001 477 EQUIPMENT 772627 206614 565517 496 DUES, MEMBERSHIPS & SUB 45103 20540 20910 3653 EVENTS 44629 6094 38535 444551 254492 185357 4702 59298160 52335397 6768463 194300 8258597 3575618 261108 259434 4168721 3960286 358407 428661 10392407 5093872 5330928 5298535 2028864 7355690 275829 295985 20682454 21174209 3531420 2542203 17135 4680 2113432 2015987 450679 448521 6112666 5011391 X 14432408 15818490 137380 344328 14569788 16162818 20682454 21174209 1790402 -197372 0 X 0 1 X 1 0 X 723876 1292536 664009 706999 823835 4211255 723876 1292536 664009 706999 823835 4211255 284088 3927167 15399 160534 23446 25196 35130 259705 5287 5287 4476247 280692834 0.87730 0.90500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522543 522543 2813699 230937 2582762 1514615 740675 773940 5541550 4122260 1419290 5298535 DEFERRED COMPENSATION 295985 DEFERRED LEASES 152536 448521 X 61078865 -197372 110820 -86552 61165417 -76855 -76855 61088562 59485835 110820 76855 187675 59298160 0 59298160 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 FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. AS OF DECEMBER 31, 2015 AND 2014, THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT 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. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE TAX EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR TAX PURPOSES. -76,855. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR TAX PURPOSES. 76,855. ANNUAL CELEBRATION 378295 316520 61775 56369 20486 378295 316520 61775 56369 20486 76855 -15080 X X X X 0 0 0 0 0 0 0 1 0 JUDY LYSNE PRESIDENT/CEO 179124 0 31030 0 11919 0 0 0 24646 0 246719 0 0 0 LAURA PURFEERST VP OF FINANCE 108796 0 8271 0 14533 0 908 0 28740 0 161248 0 0 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. A CITY OF APPLE VALLEY MINNESOTA 410882559 2011-12-21 2300000 BUILDINGS AND EQUIPMENT 0 0 0 A 284013 2300000 2300000 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 A 1 X 11 36456 AVG HIGH/LOW OF DATE SOL X MISCELLANEOUS 11 15056 FMV X SPECIAL EVENT AUCTION ITEMS 26 14186 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 11 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 EXECUTIVE PERFORMANCE AND 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 2015, THE COMMITTEE BASED THEIR RECOMMENDATION FROM TWO SOURCES; A CUSTOMIZED SURVEY SPONSORED BY MRA THAT BENCHMARKED CEO COMPENSATION OF SIMILAR SIZE ORGANIZATIONS IN THE HUMAN SERVICES INDUSTRY WITHIN MINNESOTA AND THE 2015 NATIONAL EXECUTIVE COMPENSATION SURVEY THAT INCLUDED 39 NON-PROFIT CEOS ACROSS THE COUNTRY THAT LED ORGANIZATIONS WITH REVENUES BETWEEN $25M - $99M. THE COMMITTEE PRESENTED THEIR RECOMMENDATION TO THE BOARD WHERE THE COMPENSATION AMOUNT WAS APPROVED. 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.