LIFEWORKS SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LIFEWORKS SERVICES INC (EIN 41-0907857)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2013-09-06
- IRS object ID
- 201342499349300319
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-06T12:35:16-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410907857 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFEWORKS SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIFE | NameControl |
| Phone | 6514542732 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1 |
| City | EAGAN | City |
| State | MN | State |
| ZIP Code | 55121 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY LYSNE | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6514542732 | Phone |
| Date Signed | 2013-08-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM HUNWARDSEN CPA | Name |
| Phone | 6122536500 | Phone |
| Date Prepared | 2013-08-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | JUDY LYSNE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1 |
| City | EAGAN | City |
| State | MN | State |
| ZIP Code | 55121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50004295 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LIFEWORKS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4152 | TotalNbrEmployees |
| Total Nbr Volunteers | 326 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 592580 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 643651 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43704439 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49250696 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 259596 | InvestmentIncomePriorYear |
| Investment Income Current Year | 61814 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -52339 | OtherRevenuePriorYear |
| Other Revenue Current Year | -45323 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44504276 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49910838 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36376622 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 40174622 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 236558 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7066170 | OtherExpensePriorYear |
| Other Expenses Current Year | 8593772 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43442792 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48768394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1061484 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1142444 | RevenuesLessExpensesCY |
| Total Assets BOY | 7602779 | TotalAssetsBOY |
| Total Assets EOY | 9000538 | TotalAssetsEOY |
| Total Liabilities BOY | 2252074 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2399208 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5350705 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6601330 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LIFEWORKS MISSION IS TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12845960 | Expense |
| Revenue | 14872620 | Revenue |
| Description | LIFEWORKS CAREER DEVELOPMENT:PROVIDED SERVICES TO 836 CLIENTS.716 CLIENTS PARTICIPATED IN EMPLOYMENT SERVICES AND WORKED IN 303 BUSINESS EARNING OVER $3.8 MILLION FOR THEMSELVES.115 CLIENTS ACCESSED THE MULTI-SENSORY ENVIRONMENTS.90 CLIENTS PARTICIPATED IN MUSIC THERAPY.LIFEWORKS CLIENTS WORK IN AREA BUSINESSES WHERE THEY GAIN MEANINGFUL EXPERIENCE, BETTER PAY, AND INDEPENDENCE. LIFEWORKS CLIENTS BUILD SKILLS WHILE ON THE JOB THAT PROVIDE CAREER OPPORTUNITIES IN THE FUTURE. LIFEWORKS COLLABORATES WITH EMPLOYERS TO ENSURE THE SUCCESS OF EMPLOYEES AND SUPPORT CLIENTS IN EVERY ASPECT OF THEIR JOB.LIFEWORKS BUSINESS PARTNERS SAVE MONEY, FILL HIGH-TURNOVER POSITIONS WITH LONG-TERM, DEDICATED EMPLOYEES, AND ENHANCE DIVERSITY IN THEIR WORKPLACES. LIFEWORKS WORKS CLOSELY WITH INDIVIDUAL BUSINESSES TO MATCH THEIR NEEDS WITH WORKERS WHO CAN DO THE JOB. LIFEWORKS ANALYZES EACH JOB AND TRAINS WORKERS TO MEET THE COMPANYS STANDARDS OF QUALITY.LIFEWORKS SOCIAL ENRICHMENT:SOCIAL ENRICHMENT OPPORTUNITIES AT LIFEWORKS BUILD SKILLS, CONFIDENCE, SELF-ESTEEM, AND A SENSE OF COMMUNITY. LIFEWORKS OFFERS A RANGE OF SOCIAL AND COMMUNITY OPPORTUNITIES TO MEET THE DESIRES AND NEEDS OF PEOPLE. LIFEWORKS RESPONDS TO CLIENT NEEDS WITH INNOVATIVE PROGRAMS SUCH AS THE TRAVELING ART SHOW, MUSIC THERAPY, SENSORY ROOMS, A COMMUNICATION DEVICE LIBRARY, AND THE BAND MUSICAL SYNDROME. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31078183 | Expense |
| Revenue | 34385086 | Revenue |
| Description | LIFEWORKS CUSTOMIZED SUPPORT:PROVIDED SERVICES TO 1,401 INDIVIDUALS AND THEIR FAMILIES.CUSTOMIZED SUPPORT GIVES PEOPLE WITH DISABILITIES MORE FREEDOM, CHOICE, AND CONTROL IN THEIR LIVES. LIFEWORKS IS CONTINUOUSLY IMPROVING SYSTEMS AND ADOPTING NEW TECHNOLOGY TO BETTER SERVE OUR CLIENTS. LIFEWORKS IS A STATE-APPROVED FISCAL SUPPORT ENTITY, A SERVICE REQUIRED TO USE TO ACCESS FUNDS. WE PROVIDE THIS SERVICE FOR INDIVIDUALS OF ALL AGES, WITH VARYING SUPPORT NEEDS, DISABILITIES, AND CONDITIONS. LIFEWORKS PROVIDES A UNIQUE SET OF SERVICES FOR EACH INDIVIDUAL TO FIT THEIR NEEDS, INCLUDING ADMINISTRATIVE ASSISTANCE IN HIRING AND EMPLOYING SUPPORT STAFF AND PURCHASING EQUIPMENT AND SERVICES FROM VENDORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 43924143 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 215 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA PURFEERST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6513653722 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 LONE OAK DRIVE | AddressLine1 |
| City | EAGAN | City |
| State | MN | State |
| ZIP Code | 55121 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEVE WEXLER | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BARB BAUMANN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN ORNER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| TED CARLSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICK FINN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARTY KIENER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS LARSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM MCCAUL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRED SEAGREN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVE SULLIVAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AL WOODWARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHARON ZAUHAR | |||||||
| DIRECTOR/PERSONAL CARE STAFF | 14.00 | X | 11821 | 0 | 0 | ||
| KOFI BRUCE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ZACHARY MEYER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JUDY LYSNE | |||||||
| PRESIDENT/CEO | 40.00 | X | 188068 | 0 | 53953 | ||
| LAURA PURFEERST | |||||||
| VP OF FINANCE | 40.00 | X | 86401 | 0 | 32994 | ||
| FRED URCH | |||||||
| VP OF SALES AND MARKETING | 40.00 | 100156 | 0 | 34087 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 386446 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 121034 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TRANSIT TEAM INC | |||||
| 1154 N 5TH STREET | MINNEAPOLIS | MN | 55411 | TRANSPORTATION PROVIDER | 378520 |
| METRO TRANSIT | |||||
| 560 6TH AVE N | MINNEAPOLIS | MN | 55411 | TRANSPORTATION PROVIDER | 204476 |
| OJM HOUSEHOLD SERVICES | |||||
| 4463 WHITETAIL WAY | EAGAN | MN | 55123 | PCA SERVICE PROVIDER | 123709 |
| DARTS VMS INC | |||||
| 1635 MARTHALER LANE | WEST ST PAUL | MN | 55118 | REPAIR SERVICES | 104136 |
| ATOMIC DATA CENTER | |||||
| 615 NORTH 3RD STREET | MINNEAPOLIS | MN | 55401 | IT SUPPORT | 103419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 72105 | FundraisingEvents |
| All Other Contributions | 571546 | AllOtherContributions |
| Noncash Contributions | 104473 | NoncashContributions |
| Total Contributions | 643651 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE CONTRACTS | 624100 | 46491885 | 46491885 |
| VOCATIONAL SERVICES | 624100 | 2567694 | 2567694 |
| OTHER | 624100 | 92459 | 92459 |
| DRS & SCHOOL CONTRACTS | 624100 | 56819 | 56819 |
| PRIVATE PAY | 624100 | 41839 | 41839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49250696 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14421 | TotalRevenueColumn |
| Exclusion | $14,421 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36707 | Securities |
| Other | 14200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3514 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36707 | Securities |
| Other | 10686 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47393 | TotalRevenueColumn |
| Exclusion | $47,393 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44620 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 72105 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 89943 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45323 | TotalRevenueColumn |
| Exclusion | -$45,323 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49910838 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49250696 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,491 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361604 | Total |
| Program Services | 11821 | ProgramServices |
| Management And General | 326798 | ManagementAndGeneral |
| Fundraising | 22985 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34667290 | Total |
| Program Services | 32530476 | ProgramServices |
| Management And General | 2022056 | ManagementAndGeneral |
| Fundraising | 114758 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474457 | Total |
| Program Services | 432842 | ProgramServices |
| Management And General | 39499 | ManagementAndGeneral |
| Fundraising | 2116 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1895128 | Total |
| Program Services | 1668586 | ProgramServices |
| Management And General | 213561 | ManagementAndGeneral |
| Fundraising | 12981 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2776143 | Total |
| Program Services | 2405320 | ProgramServices |
| Management And General | 349897 | ManagementAndGeneral |
| Fundraising | 20926 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65046 | Total |
| Management And General | 65046 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34100 | Total |
| Management And General | 34100 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293550 | Total |
| Program Services | 64769 | ProgramServices |
| Management And General | 218498 | ManagementAndGeneral |
| Fundraising | 10283 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32623 | Total |
| Program Services | 889 | ProgramServices |
| Management And General | 31734 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 807933 | Total |
| Program Services | 291469 | ProgramServices |
| Management And General | 491987 | ManagementAndGeneral |
| Fundraising | 24477 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288555 | Total |
| Program Services | 968244 | ProgramServices |
| Management And General | 320311 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1198875 | Total |
| Program Services | 1163271 | ProgramServices |
| Management And General | 34983 | ManagementAndGeneral |
| Fundraising | 621 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139804 | Total |
| Program Services | 89818 | ProgramServices |
| Management And General | 48366 | ManagementAndGeneral |
| Fundraising | 1620 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1780 | Total |
| Management And General | 1780 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645711 | Total |
| Program Services | 307823 | ProgramServices |
| Management And General | 337593 | ManagementAndGeneral |
| Fundraising | 295 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138124 | Total |
| Program Services | 123312 | ProgramServices |
| Management And General | 14812 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FISCAL INTERMEDIARY PUR | 3633595 | 3633595 | ||
| MISCELLANEOUS | 236894 | 199007 | 37682 | 205 |
| DUES, MEMBERSHIPS & SUB | 55051 | 32771 | 14335 | 7945 |
| EVENTS | 22131 | 130 | 4655 | 17346 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48768394 | Total |
| Program Services | 43924143 | ProgramServices |
| Management And General | 4607693 | ManagementAndGeneral |
| Fundraising | 236558 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224710 | BOY |
| EOY | 1453380 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4167040 | BOY |
| EOY | 3668751 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243418 | BOY |
| EOY | 476361 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5015445 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3203930 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1561968 | BOY |
| EOY | 1811515 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1291290 | BOY |
| EOY | 1446957 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114353 | BOY |
| EOY | 143574 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7602779 | BOY |
| EOY | 9000538 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1934624 | BOY |
| EOY | 2200009 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26253 | BOY |
| EOY | 362 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170844 | BOY |
| EOY | 55263 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114353 | BOY |
| EOY | 143574 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2252074 | BOY |
| EOY | 2399208 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5175705 | BOY |
| EOY | 6412780 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175000 | BOY |
| EOY | 188550 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5350705 | BOY |
| EOY | 6601330 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7602779 | BOY |
| EOY | 9000538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1142444 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 108181 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 705405 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 535130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 553188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 592580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643611 | CurrentTaxYear |
| Total | 3029914 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 705405 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 535130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 553188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 592580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643611 | CurrentTaxYear |
| Total | 3029914 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 187566 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2842348 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21627 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14420 | CurrentTaxYear |
| Total | 99898 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3129812 | TotalSupport |
| Gross Receipts From Admissions Etc | 195715778 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85690 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1531118 | OtherCostOrOtherBasis |
| Depreciation | 648741 | Depreciation |
| Book Value | 882377 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3484327 | OtherCostOrOtherBasis |
| Depreciation | 2555189 | Depreciation |
| Book Value | 929138 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1811515 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $143,574 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 143574 | TotalOfAmounts |
| Total Revenue | 49910838 | TotalRevenue |
| Total Expenses | 48768394 | TotalExpenses |
| Excess Or Deficit For Year | 1142444 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 108181 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 108181 | TotalAdjustments |
| Excess Or Deficit Per FS | 1250625 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50160736 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 108181 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 51774 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 159955 | RevenueNotRptdF990 |
| Revenue Subtotal | 50000781 | RevenueSubtotal |
| Other Revenues Not Included | -89943 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -89943 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 49910838 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48910111 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 51774 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 89943 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 141717 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48768394 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 48768394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION, AND AS OF DECEMBER 31, 2010, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. THE ORGANIZATION UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES, AS DEFINED BY ASC 740-10. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES RECORDED AS EXPENSE FOR FINANCIAL STATEMENTS -89,943. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES RECORDED AS REVENUE FOR TAX RETURN 89,943. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL CELEBRATION | NameOfEvent1 |
| Gross Receipts Event1 | 116725 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 72105 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44620 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 89943 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 116725 | GrossReceiptsTotal |
| Charitable Contributions Total | 72105 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44620 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 89943 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 89943 | DirectExpenseSummaryEvents |
| Net Income Summary | -45323 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JUDY LYSNE | NamePerson |
| Base Compensation Filing Org | 152705 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 29546 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 5817 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 29221 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 25279 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 242568 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | LIFEWORKS HAS CONTINGENT COMPENSATION FOR ELIGIBLE 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 1.5-2.5%.(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. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 89142 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22057 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARD | 20 | 1330 | COST |
| X | PROFESSIONAL SERVICE | 7 | 51774 | COST |
| X | PRINTED SUPPLIES | 1 | 9251 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE TERM LIMITS FOR BOARD MEMBERS AND MADE EDITS TO BY-LAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT AND INVESTMENT COMMITTEE. A COPY WAS THEN PROVIDED ALONG WITH THE MINUTES FROM THE AUDIT AND INVESMENT COMMITTE TO THE ENTIRE BOARD FOR APPROVAL BEFORE FILING. | |
| 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 12C | |
| 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 2010, THE COMMITTEE BASED THEIR RECOMMENDATION FROM EMPLOYERS ASSOCIATION, INC., AND STAR TRIBUNE NONPROFIT 100 DATA. 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 B, LINE 15A | |
| DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 108,181. | FORM 990, PART XI, LINE 5: |
| AMENDED RETURN EXPLANATIONS: | THE 2010 FORM 990 IS BEING AMENDED TO INCLUDE DIRECTOR COMPENSATION. THE FOLLOWING PARTS CHANGED IN THE AMENDED RETURN: *PART VII, SECTION A WAS CHANGED TO SHOW COMPENSATION, TITLE CHANGE, AND UPDATED HOURS FOR SHARON ZAUHAR. *PART IX, LINES 5 AND 7, COLUMN (B) WERE CHANGED TO RECLASS SHARON ZAUHAR'S COMPENSATION AS DIRECTOR COMPENSATION. |