LIFEWORKS SERVICES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIFEWORKS SERVICES INC (EIN 41-0907857)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349301480
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T09:46:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410907857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWORKS SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 6514542732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY LYSNE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6514542732 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEB NELSON CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDY LYSNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,222,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4283 | TotalEmployeeCnt |
| Total Volunteers | 542 | TotalVolunteersCnt |
| Total Gross UBI | $323,536 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$78,764 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $664,009 | PYContributionsGrantsAmt |
| CY Contributions Grants | $707,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,562,420 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,096,518 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,611 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,977 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$175 | PYOtherRevenueAmt |
| CY Other Revenue | $305,579 | CYOtherRevenueAmt |
| PY Total Revenue | $56,252,865 | PYTotalRevenueAmt |
| CY Total Revenue | $60,150,074 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,476,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,649,631 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $13,545 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,769 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,392,379 | PYOtherExpensesAmt |
| CY Other Expenses | $9,880,311 | CYOtherExpensesAmt |
| PY Total Expenses | $54,882,029 | PYTotalExpensesAmt |
| CY Total Expenses | $57,529,942 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,370,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,620,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,194,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,682,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,338,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,112,666 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,855,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,569,788 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LIFEWORKS MISSION IS TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,066,235 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,799,211 | RevenueAmt |
| Desc | LIFEWORKS DAY SERVICES PROVIDED SERVICES TO 950 CLIENTS; 542 VOLUNTEERS PROVIDED 6,817 HOURS OF SERVICE; 22 IPADS WERE DEPLOYED TO ASSIST IN EMPLOYMENT TRAINING AND ENRICHMENT LEARNING; AND 59 ORGANIZATIONS, SCHOOLS AND NONPROFITS PARTNERED WITH LIFEWORKS.*COMMUNITY EMPLOYMENTLIFEWORKS WORKS CLOSELY WITH OVER 300 AREA BUSINESSES TO HELP CREATE MEANINGFUL WORKOPPORTUNITIES TO MEET OUR PARTICIPANTS' EMPLOYMENT AND LEARNING GOALS, AND THE EMPLOYERS' NEED TO FILL POSITIONS WITH LONG-TERM, DEDICATED WORKERS. OUR INDIVIDUALIZED CASE PLANS ARE TAILORED TO THE PARTICIPANTS' GOALS TO SECURE AND MAINTAIN EMPLOYMENT, WHILE THEY BECOME ACTIVE, ENGAGED MEMBERS OF THEIR COMMUNITY. IN 2014, 783 CLIENTS WORKED 468,344 HOURS AT 259 BUSINESSES AND EARNED $4.2 MILLION DOLLARS. THESE CLIENTS EARNED AN AVERAGE HOURLY WAGE OF $8.61.*TRANSPORTATIONLIFEWORKS OPERATES A FLEET OF 35 VEHICLES AND HELPS OUR PARTICIPANTS ARRANGE FOR TRANSPORTATION TO AND FROM OUR LOCATIONS, WORK, AND OTHER DAY-TIME ACTIVITIES. OUR VEHICLES ARE EQUIPPED TO SUIT THE NEEDS OF OUR CLIENTS. LIFEWORKS ARRANGES OVER 1,500 RIDES PER DAY AND PROVIDES TRAINING ON HOW TO USE PUBLIC TRANSPORTATION.*CAREER DEVELOPMENT AND SOCIAL ENRICHMENTCAREER DEVELOPMENT AND SOCIAL ENRICHMENT HELPS OUR PARTICIPANTS GAIN SKILLS, CONFIDENCE, AND A GREATER SENSE OF COMMUNITY IN INCLUSIVE SETTINGS. OUR CURRICULUM ENGAGES PARTICIPANTS ON FIVE LEARNING PATHS IN MULTIPLE 10-WEEK UNITS: 1) CAREER DEVELOPMENT (FINDING AND SECURING EMPLOYMENT); 2) A HEALTHIER YOU (PERSONAL HEALTH AND WELLNESS); 3) SELF-ADVOCACY (INFLUENCE GOVERNMENT POLICY AND CHANGE); 4) COMMUNITY LEARNING (VOLUNTEERING AND COMMUNITY ENGAGEMENT); AND 5) CREATIVE ART & MUSIC (VISUAL AND PERFORMING ARTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,098,580 | ExpenseAmt |
| Revenue | $43,297,307 | RevenueAmt |
| Desc | LIFEWORKS FISCAL AND IN-HOME SERVICES PROVIDED SERVICES TO 1,432 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,164,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 221 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4283 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA PURFEERST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6513653722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BARB BAUMANN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ORNER | |||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KOFI BRUCE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS LARSEN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ABBOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED CARLSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY GRUNDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY KIENER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY MAHONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY MEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL WOODARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED SEAGREN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY LYSNE | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $191,134 | $0 | $45,643 | |
| LAURA PURFEERST | |||||||
| VP OF FINANCE | 40.00 | Yes (X) | $108,181 | $0 | $37,004 | ||
| CHRISTOPHER HUERTA | |||||||
| VP OF OPERATIONS | 40.00 | $103,382 | $0 | $19,806 | Yes (X) | ||
| MARY LENERTZ | |||||||
| VP OF SERVICES | 40.00 | $103,600 | $0 | $12,692 | Yes (X) | ||
| TONY SAPUTO-SWANSON | |||||||
| VP OF ADVANCEMENT | 40.00 | $102,273 | $0 | $19,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $608,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,317 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METRO TRANSIT | |||||
| 560 6TH AVE N | MINNEAPOLIS | MN | 55411 | TRANSPORTATION PROVIDER | $412,707 |
| TELIN TRANSPORTATION GROUP | |||||
| 14990 INDUSTRY AVENUE SE SUITE A | BECKER | MN | 55308 | TRANSPORTATION PROVIDER | $298,851 |
| ATOMIC DATA CENTERS | |||||
| 615 NORTH 3RD STREET | MINNEAPOLIS | MN | 55401 | IT SERVICES | $196,621 |
| ROBERT HALF INTERNATIONAL | |||||
| 8500 NORMANDALE LAKE BLVD 1010 | BLOOMINGTON | MN | 55437 | TEMP STAFFING SERVICES | $192,619 |
| SOLUTION DESIGN GROUP | |||||
| 7500 OLSON MEMORIAL HWY SUITE 250 | GOLDEN VALLEY | MN | 55427 | TECH INFRASTRUCTION CONSULTING | $163,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,000 | FederatedCampaignsAmt |
| Fundraising | $269,080 | FundraisingAmt |
| All Other Contributions | $430,920 | AllOtherContributionsAmt |
| Noncash Contributions | $38,344 | NoncashContributionsAmt |
| Total Contributions | $707,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE CONTRACTS | 624100 | $56,084,334 | $56,084,334 |
| VOCATIONAL SERVICES | 624100 | $2,814,640 | $2,814,640 |
| DRS & SCHOOL CONTRACTS | 624100 | $111,077 | $111,077 |
| PRIVATE PAY | 624100 | $49,876 | $49,876 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,591 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,096,518 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,196 | TotalRevenueColumnAmt |
| Exclusion | $25,196 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,026 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $245 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,781 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,781 | TotalRevenueColumnAmt |
| Exclusion | $15,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,395 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $269,080 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,352 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,957 | TotalRevenueColumnAmt |
| Exclusion | -$17,957 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT REVENUE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $323,536 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $323,536 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $323,536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,150,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,096,518 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $323,536 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,020 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,467 | TotalAmt |
| Management And General | $339,876 | ManagementAndGeneralAmt |
| Fundraising | $22,591 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,590,447 | TotalAmt |
| Program Services | $39,071,848 | ProgramServicesAmt |
| Management And General | $2,438,498 | ManagementAndGeneralAmt |
| Fundraising | $80,101 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,117 | TotalAmt |
| Program Services | $376,374 | ProgramServicesAmt |
| Management And General | $61,125 | ManagementAndGeneralAmt |
| Fundraising | $618 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,084 | TotalAmt |
| Program Services | $1,350,992 | ProgramServicesAmt |
| Management And General | $276,320 | ManagementAndGeneralAmt |
| Fundraising | $6,772 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,624,516 | TotalAmt |
| Program Services | $2,932,005 | ProgramServicesAmt |
| Management And General | $674,066 | ManagementAndGeneralAmt |
| Fundraising | $18,445 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,410 | TotalAmt |
| Management And General | $27,410 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,628 | TotalAmt |
| Management And General | $83,628 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,574 | TotalAmt |
| Program Services | $64,851 | ProgramServicesAmt |
| Management And General | $458,646 | ManagementAndGeneralAmt |
| Fundraising | $3,077 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,005 | TotalAmt |
| Program Services | $3,491 | ProgramServicesAmt |
| Management And General | $95,514 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,167 | TotalAmt |
| Program Services | $262,494 | ProgramServicesAmt |
| Management And General | $332,618 | ManagementAndGeneralAmt |
| Fundraising | $20,055 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,516 | TotalAmt |
| Program Services | $1,159,065 | ProgramServicesAmt |
| Management And General | $407,451 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,430 | TotalAmt |
| Program Services | $1,178,478 | ProgramServicesAmt |
| Management And General | $43,977 | ManagementAndGeneralAmt |
| Fundraising | $1,975 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,154 | TotalAmt |
| Program Services | $56,324 | ProgramServicesAmt |
| Management And General | $68,522 | ManagementAndGeneralAmt |
| Fundraising | $6,308 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,216 | TotalAmt |
| Program Services | $63,216 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,281 | TotalAmt |
| Program Services | $80,446 | ProgramServicesAmt |
| Management And General | $23,835 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FISCAL INTERMEDIARY PUR | $3,855,231 | $3,855,231 | ||
| EQUIPMENT | $674,379 | $213,027 | $459,226 | $2,126 |
| EVENTS | $46,441 | $98 | $6,711 | $39,632 |
| DUES, MEMBERSHIPS & SUB | $45,372 | $25,755 | $15,548 | $4,069 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,507 | TotalAmt |
| Program Services | $471,120 | ProgramServicesAmt |
| Management And General | $346,387 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,529,942 | TotalAmt |
| Program Services | $51,164,815 | ProgramServicesAmt |
| Management And General | $6,159,358 | ManagementAndGeneralAmt |
| Fundraising | $205,769 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,595,650 | BOYAmt |
| EOY | $8,258,597 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,517 | BOYAmt |
| EOY | $261,108 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,444,024 | BOYAmt |
| EOY | $4,168,721 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,995 | BOYAmt |
| EOY | $358,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,889,010 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,558,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,298,229 | BOYAmt |
| EOY | $5,330,928 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,043 | BOYAmt |
| EOY | $2,028,864 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,757 | BOYAmt |
| EOY | $275,829 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,194,215 | BOYAmt |
| EOY | $20,682,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708,140 | BOYAmt |
| EOY | $3,531,420 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,062 | BOYAmt |
| EOY | $17,135 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,208,076 | BOYAmt |
| EOY | $2,113,432 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,166 | BOYAmt |
| EOY | $450,679 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,338,444 | BOYAmt |
| EOY | $6,112,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,793,071 | BOYAmt |
| EOY | $14,432,408 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,700 | BOYAmt |
| EOY | $137,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,855,771 | BOYAmt |
| EOY | $14,569,788 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,194,215 | BOYAmt |
| EOY | $20,682,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,620,132 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $93,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $723,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,292,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $706,999 | CurrentTaxYearAmt |
| Total | $4,031,031 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $723,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,292,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $706,999 | CurrentTaxYearAmt |
| Total | $4,031,031 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $161,708 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,869,323 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,196 | CurrentTaxYearAmt |
| Total | $238,995 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,287 | CurrentTaxYearMinus1YearAmt |
| Total | $5,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,275,313 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $269,820,122 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $522,543 | OtherCostOrOtherBasisAmt |
| Book Value | $522,543 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,780,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,013 | DepreciationAmt |
| Book Value | $2,626,001 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,653,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $729,921 | DepreciationAmt |
| Book Value | $923,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,905,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,670,841 | DepreciationAmt |
| Book Value | $1,234,231 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,307 | DepreciationAmt |
| Book Value | $25,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,330,928 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $275,829 |
| DEFERRED LEASES | $174,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $450,679 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,365,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $93,885 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $48,740 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $142,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,222,426 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$72,352 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$72,352 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $60,150,074 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,651,034 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,740 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $72,352 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $121,092 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,529,942 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $57,529,942 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 AND 2013, 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. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE TAX EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE 2011. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR TAX PURPOSES. -72,352. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE FOR TAX PURPOSES. 72,352. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $323,475 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $269,080 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,395 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $52,082 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,270 | EntertainmentEvent1Amt |
| Gross Receipts Total | $323,475 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $269,080 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,395 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $52,082 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,270 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $72,352 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,957 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY LYSNE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $166,080 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,054 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $17,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $28,755 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $237,389 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | 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 ON CUSTOMER RELATIONSHIPS/LOYALTY, BUSINESS PROCESSES, LEARNING/INNOVATION AND FINANCIAL OUTCOMES; (3) COMPLETION OF DEFINED PERSONAL GOALS WHICH COINCIDE WITH THE ORGANIZATION'S STRATEGIC PLAN. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF APPLE VALLEY MINNESOTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 410882559 | BondIssuerEIN |
| Bond Issued | 2011-12-21 | BondIssuedDt |
| Issue Price | $2,300,000 | IssuePriceAmt |
| Purpose | BUILDINGS AND EQUIPMENT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $186,568 | RetiredAmt |
| Total Proceeds | $2,300,000 | TotalProceedsAmt |
| Capital Expenditures | $2,300,000 | CapitalExpendituresAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,170 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW OF DATE SOL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENTS | 5 | $11,400 | FMV |
| Yes (X) | DSL BANDWIDTH | 1 | $8,820 | FMV |
| Yes (X) | PRINTING | 4 | $6,265 | FMV |
| Yes (X) | PROGRAM SUPPLIES | 3 | $875 | FMV |
| Yes (X) | MISCELLANEOUS | 1 | $814 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2014, THE COMMITTEE BASED THEIR RECOMMENDATION FROM TRUSIGHT, NORTH CENTRAL SALARY & WAGE SURVEY, AND INFORMATION REPORTED ON FORM 990S FROM OTHER SIMILAR NONPROFITS. 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. |