2015-05-12T09:46:30-05:00 2014-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2014-01-01 410907857 LIFEWORKS SERVICES INC LIFE 6514542732 2965 LONE OAK DRIVE EAGAN MN 55121 JUDY LYSNE PRESIDENT/CEO 6514542732 2015-05-07 1 DEB NELSON CPA P01264758 6122536500 2015-05-06 2014 2016-03-07 17:11:31Z JUDY LYSNE 2965 LONE OAK DRIVE EAGAN MN 55121 60222671 0 X WWW.LIFEWORKS.ORG X 1965 MN TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. 13 12 4283 542 323536 -78764 664009 707000 55562420 59096518 26611 40977 -175 305579 56252865 60150074 0 0 0 0 45476105 47649631 13545 0 205769 9392379 9880311 54882029 57529942 1370836 2620132 17194215 20682454 5338444 6112666 11855771 14569788 X LIFEWORKS MISSION IS TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. 0 0 13066235 0 15799211 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). 38098580 43297307 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. 51164815 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 4283 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 BARB BAUMANN CHAIR 1.00 X X 0 0 0 JOHN ORNER CHAIR ELECT 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 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 191134 0 45643 LAURA PURFEERST VP OF FINANCE 40.00 X 108181 0 37004 CHRISTOPHER HUERTA VP OF OPERATIONS 40.00 X 103382 0 19806 MARY LENERTZ VP OF SERVICES 40.00 X 103600 0 12692 TONY SAPUTO-SWANSON VP OF ADVANCEMENT 40.00 X 102273 0 19172 608570 0 134317 5 0 1 0 METRO TRANSIT 560 6TH AVE N MINNEAPOLIS MN 55411 TRANSPORTATION PROVIDER 412707 TELIN TRANSPORTATION GROUP 14990 INDUSTRY AVENUE SE SUITE A BECKER MN 55308 TRANSPORTATION PROVIDER 298851 ATOMIC DATA CENTERS 615 NORTH 3RD STREET MINNEAPOLIS MN 55401 IT SERVICES 196621 ROBERT HALF INTERNATIONAL 8500 NORMANDALE LAKE BLVD 1010 BLOOMINGTON MN 55437 TEMP STAFFING SERVICES 192619 SOLUTION DESIGN GROUP 7500 OLSON MEMORIAL HWY SUITE 250 GOLDEN VALLEY MN 55427 TECH INFRASTRUCTION CONSULTING 163680 7 7000 269080 430920 38344 707000 SERVICE CONTRACTS 624100 56084334 56084334 VOCATIONAL SERVICES 624100 2814640 2814640 DRS & SCHOOL CONTRACTS 624100 111077 111077 PRIVATE PAY 624100 49876 49876 36591 36591 59096518 25196 25196 16026 245 15781 15781 15781 54395 269080 72352 -17957 -17957 MANAGEMENT REVENUE 541610 323536 323536 323536 60150074 59096518 323536 23020 362467 339876 22591 41590447 39071848 2438498 80101 438117 376374 61125 618 1634084 1350992 276320 6772 3624516 2932005 674066 18445 27410 27410 83628 83628 526574 64851 458646 3077 99005 3491 95514 615167 262494 332618 20055 1566516 1159065 407451 1224430 1178478 43977 1975 131154 56324 68522 6308 63216 63216 104281 80446 23835 FISCAL INTERMEDIARY PUR 3855231 3855231 EQUIPMENT 674379 213027 459226 2126 EVENTS 46441 98 6711 39632 DUES, MEMBERSHIPS & SUB 45372 25755 15548 4069 817507 471120 346387 57529942 51164815 6159358 205769 3595650 8258597 296517 261108 5444024 4168721 396995 358407 9889010 4558082 5298229 5330928 1919043 2028864 243757 275829 17194215 20682454 2708140 3531420 3062 17135 2208076 2113432 419166 450679 5338444 6112666 X 11793071 14432408 62700 137380 11855771 14569788 17194215 20682454 2620132 93885 0 X 0 1 X 1 0 X 643611 723876 1292536 664009 706999 4031031 643611 723876 1292536 664009 706999 4031031 161708 3869323 14420 15399 160534 23446 25196 238995 5287 5287 4275313 269820122 0.90500 0.89790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522543 522543 2780014 154013 2626001 1653031 729921 923110 4905072 3670841 1234231 28350 3307 25043 5330928 DEFERRED COMPENSATION 275829 DEFERRED LEASES 174850 450679 X 60365051 93885 48740 142625 60222426 -72352 -72352 60150074 57651034 48740 72352 121092 57529942 0 57529942 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. ANNUAL CELEBRATION 323475 269080 54395 52082 20270 323475 269080 54395 52082 20270 72352 -17957 X X X X 0 0 0 0 0 0 0 1 0 JUDY LYSNE PRESIDENT/CEO 166080 0 25054 0 0 0 17500 0 28755 0 237389 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 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. A CITY OF APPLE VALLEY MINNESOTA 410882559 2011-12-21 2300000 BUILDINGS AND EQUIPMENT 0 0 0 A 186568 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 0 X 5 10170 AVG HIGH/LOW OF DATE SOL X EVENTS 5 11400 FMV X DSL BANDWIDTH 1 8820 FMV X PRINTING 4 6265 FMV X PROGRAM SUPPLIES 3 875 FMV X MISCELLANEOUS 1 814 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 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.