2013-09-06T12:35:16-05:00 2010-12-31 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2010-01-01 410907857 LIFEWORKS SERVICES INC LIFE 6514542732 2965 LONE OAK DRIVE EAGAN MN 55121 JUDY LYSNE 6514542732 2013-08-23 1 KIM HUNWARDSEN CPA 6122536500 2013-08-23 2010 2016-02-24 21:20:13Z X JUDY LYSNE 2965 LONE OAK DRIVE EAGAN MN 55121 50004295 0 X WWW.LIFEWORKS.ORG X 1965 MN TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER 13 12 4152 326 0 0 592580 643651 43704439 49250696 259596 61814 -52339 -45323 44504276 49910838 0 0 0 0 36376622 40174622 0 0 236558 7066170 8593772 43442792 48768394 1061484 1142444 7602779 9000538 2252074 2399208 5350705 6601330 X LIFEWORKS MISSION IS TO SERVE OUR COMMUNITY AND PEOPLE WITH DISABILITIES AS WE LIVE AND WORK TOGETHER. 0 0 12845960 14872620 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. 31078183 34385086 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. 43924143 1 1 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 215 0 1 4152 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X LAURA PURFEERST 6513653722 2965 LONE OAK DRIVE EAGAN MN 55121 STEVE WEXLER 1.00 X X 0 0 0 BARB BAUMANN 1.00 X X 0 0 0 JOHN ORNER 1.00 X X 0 0 0 TED CARLSON 1.00 X 0 0 0 MICK FINN 1.00 X 0 0 0 MARTY KIENER 1.00 X 0 0 0 CHRIS LARSEN 1.00 X 0 0 0 JIM MCCAUL 1.00 X 0 0 0 FRED SEAGREN 1.00 X 0 0 0 DAVE SULLIVAN 1.00 X 0 0 0 AL WOODWARD 1.00 X 0 0 0 SHARON ZAUHAR 14.00 X 11821 0 0 KOFI BRUCE 1.00 X 0 0 0 ZACHARY MEYER 1.00 X 0 0 0 JUDY LYSNE 40.00 X 188068 0 53953 LAURA PURFEERST 40.00 X 86401 0 32994 FRED URCH 40.00 X 100156 0 34087 386446 0 121034 2 0 1 0 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 5 72105 571546 104473 643651 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 49250696 14421 14421 36707 14200 3514 36707 10686 47393 47393 44620 72105 89943 -45323 -45323 49910838 49250696 0 16491 361604 11821 326798 22985 34667290 32530476 2022056 114758 474457 432842 39499 2116 1895128 1668586 213561 12981 2776143 2405320 349897 20926 65046 65046 34100 34100 293550 64769 218498 10283 32623 889 31734 807933 291469 491987 24477 1288555 968244 320311 1198875 1163271 34983 621 139804 89818 48366 1620 1780 1780 645711 307823 337593 295 138124 123312 14812 FISCAL INTERMEDIARY PUR 3633595 3633595 MISCELLANEOUS 236894 199007 37682 205 DUES, MEMBERSHIPS & SUB 55051 32771 14335 7945 EVENTS 22131 130 4655 17346 48768394 43924143 4607693 236558 224710 1453380 4167040 3668751 243418 476361 5015445 3203930 1561968 1811515 1291290 1446957 114353 143574 7602779 9000538 1934624 2200009 26253 362 170844 55263 6000 114353 143574 2252074 2399208 X 5175705 6412780 175000 188550 5350705 6601330 7602779 9000538 X 1142444 108181 X 0 1 1 X 0 X 705405 535130 553188 592580 643611 3029914 705405 535130 553188 592580 643611 3029914 187566 2842348 17622 32579 21627 13650 14420 99898 3129812 195715778 0.90820 0.85690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1531118 648741 882377 3484327 2555189 929138 1811515 DEFERRED COMPENSATION 143574 143574 49910838 48768394 1142444 108181 108181 1250625 50160736 108181 51774 159955 50000781 -89943 -89943 49910838 48910111 51774 89943 141717 48768394 0 48768394 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. ANNUAL CELEBRATION 116725 72105 44620 89943 116725 72105 44620 89943 89943 -45323 X X X 0 0 0 0 0 0 0 1 0 JUDY LYSNE 152705 0 29546 0 5817 0 29221 0 25279 0 242568 0 0 0 PART I, LINE 7 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. X 4750 COST X 89142 COST X 3 22057 COST X GIFT CARD 20 1330 COST X PROFESSIONAL SERVICE 7 51774 COST X PRINTED SUPPLIES 1 9251 COST 0 1 0 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. 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 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 C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 108,181. 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.