2013-05-09T17:02:57-05:00 2012-12-31 410996210 WILKERSON GUTHMANN & JOHNSON LTD 55 EAST FIFTH STREET SUITE 1300 ST PAUL MN 551011790 990 2012-01-01 410746072 MIDWEST SPECIAL SERVICES INC MIDW 6517781000 900 OCEAN STREET ST PAUL MN 55106 LYTH J HARTZ 6517781000 2013-05-02 1 ROBERT J GEORGES P01209197 6512221801 2013-05-02 2012 2016-02-25 16:41:14Z LYTH J HARTZ 900 OCEAN STREET SAINT PAUL MN 55106 10781856 0 X WWW.MWSSERVICES.ORG X 1949 MN TO PROVIDE DAY TRAINING AND HABILITATION AND VOCATIONAL TRAINING TO ADULTS WITH DISABILITIES. 9 9 616 12 0 0 491342 407095 9642067 9958294 18190 97255 -28903 -29341 10122696 10433303 0 0 0 0 6100245 6397260 0 0 166312 3929808 3833292 10030053 10230552 92643 202751 5444905 5705635 1236491 1209664 4208414 4495971 X MIDWEST SPECIAL SERVICES, INC. ASSISTS ADULTS WITH DISABILITIES TO REACH THEIR PERSONAL GOALS AND POTENTIAL BY PROVIDING EMPLOYMENT, TRAINING OPPORTUNITIES, AND PROGRAMS THAT ARE INDIVIDUALLY DESIGNED TO MAXIMIZE EACH PERSONS ABILITY TO WORK AND PARTICIPATE FULLY AS ACTIVE MEMBERS OF THE COMMUNITY IN WHICH THEY LIVE. 0 0 6734363 7825099 DAY TRAINING AND HABILITATION PROVIDED TRAINING AND REHABILITATIONSERVICES TO 357 ADULTS WITH SEVERE AND MULTIPLE MENTAL ANDPHYSICAL DISABILITIES. 2349240 2133195 EMPLOYMENT SERVICES PROGRAM PROVIDED TRAINING, EMPLOYMENT, AND JOBPLACEMENT SERVICES FOR 283 ADULTS WITH DISABILITIES. 9083603 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 616 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X X JULIE JOHNSON 6517934150 900 OCEAN STREET SAINT PAUL MN 55106 JAMES CLAPPER 2.00 X X 0 0 0 SCOTT FORSS 2.00 X X 0 0 0 STEVEN W FREIMUTH 2.00 X X 0 0 0 HARRY HANSEN 2.00 X 0 0 0 TODD FRANKS 2.00 X 0 0 0 TOM LYMAN 2.00 X X 0 0 0 BOBBI HOPPMAN 2.00 X 0 0 0 JENNI TAYLOR 2.00 X 0 0 0 LYNN SCHMIDT 2.00 X 0 0 0 LYTH J HARTZ 40.00 X 118695 0 12512 JULIE JOHNSON 40.00 X 85238 0 13550 TIMOTHY DICKIE 40.00 X 82922 0 15423 286855 0 41485 1 0 0 0 CENTERLINE CHARTERS 1870 RICE STREET MAPLEWOOD MN 55113 TRANSPORTATION 855564 EFH 2999 COUNTY ROAD 42 SUITE 206 BURNSVILLE MN 55306 GENERAL CONTRACTOR/CONSTRUCTION 123901 CITY WIDE MAINTENANCE 8609 LYNDALE AVENUE SOUTH BLOOMINGTON MN 55420 JANITORIAL SERVICE 115996 3 135508 43565 165637 62385 1450 407095 DAY TRAINING AND HABIL 624310 7825099 7825099 EMPLOYMENT SERVICES SALES AND FEE 624310 2133195 2133195 9958294 29205 29205 387262 319212 68050 68050 68050 0 43565 29341 -29341 -29341 10433303 9958294 0 67914 328340 308659 19681 4963322 4554913 337062 71347 145992 125963 17464 2565 582876 528342 37733 16801 376730 326921 43914 5895 1440 600 840 22400 22400 9873 8787 889 197 75057 16990 47474 10593 23327 10798 12529 261761 184019 54862 22880 586488 581344 4420 724 33818 28713 5010 95 15412 7776 7423 213 18774 1355 17419 398942 359891 39051 187215 169048 16846 1321 TRANSPORTATION 1444913 1444913 PROGRAM SUPPLIES 319012 319012 REPAIR AND MAINTENANCE 187126 181744 5382 NONSTAFF SERVICES 93659 93140 519 154075 139334 13270 1471 10230552 9083603 980637 166312 140204 99487 243948 172095 143582 147205 948506 757654 165894 197693 7226504 4760085 2403989 2466419 1076915 1247998 70501 62614 251366 379470 0 175000 5444905 5705635 535789 650250 103494 470493 597208 88921 1236491 1209664 X 3021576 3185591 428516 545701 758322 764679 4208414 4495971 5444905 5705635 202751 84806 0 X 0 1 X 1 0 X 314184 376771 466936 491342 407095 2056328 314184 376771 466936 491342 407095 2056328 248360 1807968 48542 28217 29407 23808 29205 159179 2215507 46303592 0.81610 0.78540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1061773 6357 158700 1226830 1061234 51595 -51056 1061773 845594 107839 107801 1061234 0.01510 0.62330 0.36160 0 0 421224 421224 3461357 2124489 1336868 533666 491784 41882 1741350 1424399 316951 1068907 719413 349494 2466419 DEFERRED COMPENSATION PLAN OBLIGATION 88921 88921 X 10508236 84806 84806 10423430 9873 9873 10433303 10220679 0 10220679 9873 9873 10230552 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: CURRENTLY, THE ORGANIZATION HAS A GOAL TO BUILD THE ENDOWMENT FUNDS TO SUPPORT THE OPERATING COSTS OF THE ORGANIZATION. THE ORGANIZATION DOES NOT CURRENTLY HAVE A DISTRIBUTION POLICY. ONCE THE FUNDS REACH THE TARGETED LEVEL, THE BOARD OF DIRECTORS WILL SET THE DISTRIBUTION POLICY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION'S TAX FILINGS FOR 2009-2011 ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. WALK N ROLL 43565 43565 513 4784 24044 43565 43565 513 4784 24044 29341 -29341 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990. THE FINANCE COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD OF DIRECTORS TO REVIEW THE FORM 990 FOR 2012 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND KEY EMPLOYEES COMPLETE A WRITTEN DECLARATION THAT OUTLINES THE DETAILS OF ANY CONFLICTS OF INTEREST THAT THEY MAY HAVE. THESE WRITTEN DECLARATIONS ARE FORWARDED TO THE CHAIR OF THE GOVERNANCE AND NOMINATING COMMITTEE WHO THEN REVIEWS THEM, AND IF APPROPRIATE, GATHERS ADDITIONAL INFORMATION. IN ADDITION, THE FORMS ARE REVIEWED BY THE COMPLIANCE OFFICER, WHO HAS BEEN CHARGED BY THE BOARD WITH THIS DUTY. IN ADDITION, THE VP OF ADMINISTRATION MONITORS BOARD MEMBERS AND KEY EMPLOYEES THROUGHOUT THE YEAR TO ENSURE THAT NO POLICY VIOLATIONS REGARDING CONFLICTS OF INTERESTS OCCUR IN THE OPERATION OF AGENCY BUSINESS. A SUMMARY REPORT NOTING ANY POLICY VIOLATIONS AND CORRECTIVE ACTIONS TAKEN IS SUBMITTED TO THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE GOVERNANCE AND NOMINATING COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND MAKES RECOMMENDATIONS TO THE BOARD REGARDING RETENTION, SALARY AND BENEFITS. THE HR DEPARTMENT PREPARES INFORMATION ON SALARY AND BENEFIT LEVELS FOR CEO'S OF SIMILAR ORGANIZATIONS BASED ON SALARY SURVEYS, INFORMATION FROM FORM 990S, AND CONSULTATION WITH OTHER HR DEPARTMENTS OF LOCAL NONPROFIT AGENCIES. THIS INFORMATION IS PRESENTED TO THE GOVERNANCE AND NOMINATING COMMMITTEE PRIOR TO THEIR PERFORMANCE AND SALARY REVIEW OF THE PRESIDENT. THE NOMINATING COMMITTEE PREPARES RECOMMENDATIONS WHICH ARE THEN PRESENTED TO THE BOARD OF DIRECTORS AT A REGULAR BOARD MEETING. THE FULL BOARD MAKES THE FINAL DECISION ON RETENTION, SALARY AND BENEFITS FOR THE PRESIDENT. THE ORGANIZATION MAINTAINS A FORMAL SALARY SCHEDULE FOR OTHER KEY EMPLOYEES, WHICH INCLUDE THE VP OF PROGRAMS AND THE VP OF ADMINISTRATION. THE SALARY SCHEDULE IS REVIEWED ANNUALLY AND IS COMPARED TO SALARY AND BENEFIT INFORMATION FOR SIMILAR POSITIONS GAINED FROM SALARY AND BENEFIT SURVEYS, INFORMATION FROM FORM 990S OF SIMILAR ORGANIZATIONS, AND DISCUSSIONS WITH A FEW KEY HR DEPARTMENTS OF LOCAL AGENCIES SIMILAR TO THE ORGANIZATION. THIS INFORMATION IS SHARED WITH THE PRESIDENT. IF NECESSARY, THE SALARY SCHEDULE IS REVISED AT THAT TIME. THE PRESIDENT DOES THE PERFORMANCE AND SALARY REVIEW OF THESE KEY STAFF ON AN ANNUAL BASIS AND THE PRESIDENT MAKES THE DECISION REGARDING RETENTION AND SALARY LEVELS OF THESE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE STATEMENT OF UNRESTRICTED ACTIVITIES FROM THE AUDITED FINANCIAL STATEMENTS IS PUBLISHED IN THE ANNUAL REPORT, WHICH IS MAILED EACH YEAR TO FUNDERS, DONORS, AND OTHER FRIENDS OF THE ORGANIZATION. IT IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FULL AUDITED FINANCIAL STATEMENT IS MAILED ON AN ANNUAL BASIS TO MAJOR FUNDERS. IT IS ALSO AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.