2026-05-15T14:40:39-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2025-01-01 237181360 Living Well Disability Services LIVI 6512425122 1168 Northland Drive Mendota Heights MN 55120 Peter Koehn CFO 6512425122 2026-05-12 1 Deb Nelson CPA P01264758 6122536500 2026-05-06 2025 2025-03-06 01:10:19Z Peter Koehn 1168 Northland Drive Mendota Heights MN 55120 34341850 0 X www.livingwell.org X 1972 MN Transforms lives of people impacted by disabilities through delivery of exceptional services 12 12 726 837 0 0 1156554 3770063 27201081 29282975 358284 804865 -146634 26088 28569285 33883991 0 0 0 0 22430053 24159193 0 0 694938 7529489 9215004 29959542 33374197 -1390257 509794 23176390 24747826 2869078 3228286 20307312 21519540 X Living Well Disability Services transforms the lives of people impacted by disabilities through the delivery of exceptional services. 0 0 28120838 28088365 Started by families as a children's home in 1972, Living Well Disability Services continues to set the gold standard for residential and 24/7 supports for people with intellectual, physical, and developmental disabilities. Homes are located in Dakota, Hennepin, Isanti, Ramsey, Sherburne, and Wright Counties. Living Well Disability Services is leveraging technology to better support independence for people who we serve. (Continued on Schedule O)Well trained, full- and part-time staff provide exceptional individualized support so that each person can live well. Living Well Disability Services serves a broad spectrum of people with intellectual, developmental, and physical disabilities such as cerebral palsy, Down syndrome, multiple sclerosis, autism, and brain injury. These may be complicated by health issues related to aging, diabetes, Alzheimer's, medical fragility, and other chronic Health conditions. We also support people who have dual diagnoses of intellectual disabilities and mental health concerns. 1123858 1194610 Customized Services: Living Well Disability Services provides in-home services and supports to individuals and their families, an average of 46 people per month with an average of 1,918 total hours per month of service. Customized services include licensed in-home family support (IHFS), independent living services (ILS), and semi-independent living services (SILS) for individuals in Dakota, Ramsey, Hennepin, and Washington Counties. 29244696 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 38 0 1 726 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X X Peter Koehn 6512425122 1168 Northland Drive Mendota Heights MN 55120 Anthony Derose Chair 0.80 0.20 X X 0 0 0 Christine Reiten Vice Chair 0.80 0.20 X X 0 0 0 Lisa Adelmann Treasurer 0.80 0.20 X X 0 0 0 Fran McCloskey Secretary 0.80 0.20 X X 0 0 0 Kevin Reilly Director 0.80 0.20 X 0 0 0 Kevin Fossum Director 0.80 0.20 X 0 0 0 Nicolas Tiziou Director 0.80 0.20 X 0 0 0 Vince Opat Director 0.80 0.20 X 0 0 0 Judy Marder Director 0.80 0.20 X 0 0 0 William Boyd Director 0.80 0.20 X 0 0 0 Katherine Henning Director 0.80 0.20 X 0 0 0 Brian Ronningen Director 0.80 0.20 X 0 0 0 Rodney Carlson Chief Operating Officer 40.00 0.20 X 165464 0 7779 Peter Koehn Chief Financial Officer 40.00 0.20 X 152521 0 16408 Thomas Gillespie President/CEO 40.00 0.20 X 280049 0 8325 Alison Nelson Chief People Officer 50.00 0.00 X 153230 0 7155 Leber Saye Float Direct Support Professional 50.00 0.00 X 120318 0 14138 Ibrahim Jalloh Assisant Program Manager 50.00 0.00 X 117636 0 16273 Jamee Yung Director of Development 50.00 0.00 X 113093 0 15887 Shelley Novotny Direct Support Professional 50.00 0.00 X 131648 0 21364 Ghazi Akailvi Consultant/Former CFO 30.00 0.00 X 214120 0 0 1448079 0 107329 12 1 1 0 Kingwood Management 14520 61st St Ct N Stillwater MN 55082 Property Management 258637 Health Counseling Services 7851 Metro Pkwy Bloomington MN 554251511 Nursing Services 255576 MMC Consulting Inc 4353 Upton Ave S Ste 2 Minneapolis MN 55410 Management Consulting 243176 GrapeTree Medical Staffing LLC 2501 Boji Bend Dr Milford IA 51351 Temporary Employees 163840 Computer Labs 2273 Waters Drive Mendota Heights MN 55120 IT Services 142795 10 373667 2812345 584051 3770063 Program Services 621610 29263589 29263589 19386 19386 29282975 572007 572007 617136 388575 -4297 228561 4297 232858 232858 99669 373667 73581 26088 26088 33883991 29282975 0 830953 633314 26125 578259 28930 214120 171296 38542 4282 18910016 17973842 643405 292769 557701 531513 15441 10747 2391693 2219679 133124 38890 1452349 1337521 96058 18770 6747 6747 64609 59440 3877 1292 976163 518573 421932 35658 79621 28104 47440 4077 413487 280819 118447 14221 2278415 2148171 128617 1627 52991 46632 1060 5299 1107599 1053981 53618 182866 160939 21927 Employee Costs 1407767 683927 711370 12470 Food and Health Supplie 1005026 1003655 1271 100 Community and Home Acti 611720 594718 16833 169 Licenses & Bank Fees 453924 398369 49208 6347 574069 7392 347387 219290 33374197 29244696 3434563 694938 937073 820851 11074 14745 2618066 4161039 529902 216096 24922806 17163072 8071234 7759734 10298130 11027211 710911 748150 23176390 24747826 2716477 2948214 20000 0 132601 280072 2869078 3228286 X 19464472 20859023 842840 660517 20307312 21519540 23176390 24747826 509794 702434 0 X 0 1 X 1 0 X 1513473 899675 5762723 1156554 3770063 13102488 23512865 24661242 24539776 27219463 29282975 129216321 25026338 25560917 30302499 28376017 33053038 142318809 43899 108489 102613 114680 17961 387642 0 43899 108489 102613 114680 17961 387642 141931167 337621 314880 311651 336881 572007 1873040 337621 314880 311651 336881 572007 1873040 26088 26088 25363959 25875797 30614150 28712898 33651133 144217937 0.98410 0.98560 0.01300 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 741668 64762 18517 9005 778908 719825 48693 19011 7839 741668 698569 47451 19135 7060 719825 778545 -53930 19012 7034 698569 675543 127798 16201 8595 778545 0.23423 0.76577 0.00000 1 0 2108791 2108791 18317904 13629901 4688003 2209207 1876526 332681 2286904 1656645 630259 7759734 X 34586425 702434 702434 33883991 0 33883991 33374197 0 33374197 0 33374197 Part V, Line 4: Distributions from endowment funds are used to improve quality of life for those served by the organization, provide exceptional staff training, and capital improvements. Part X, Line 2: The Organization believes it has appropriate support for any tax positions 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 would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Gala 473336 373667 99669 16868 5000 14744 36969 473336 373667 99669 16868 5000 14744 36969 73581 26088 X X 0 0 0 0 0 0 0 1 0 Thomas Gillespie President/CEO 217050 0 42187 0 20812 0 8325 0 922 0 289296 0 0 0 Ghazi Akailvi Consultant/Former CFO 214120 0 0 0 0 0 0 0 0 0 214120 0 0 0 Rodney Carlson Chief Operating Officer 155584 0 9880 0 0 0 7779 0 922 0 174165 0 0 0 Peter Koehn Chief Financial Officer 146541 0 5980 0 0 0 5194 0 12136 0 169851 0 0 0 Alison Nelson Chief People Officer 137800 0 10130 0 5300 0 7155 0 915 0 161300 0 0 0 Shelley Novotny Direct Support Professional 123208 0 2850 0 5590 0 6682 0 15112 0 153442 0 0 0 Part I, Line 7 During the calendar year 2025, bonuses were awarded based on formulas that considered attainment of key performance indicators and review of individual's achievement. Form 990, Part VI, Section A, line 1a The Executive Committee includes the officers of the board, the immediate Past Chair when there is one, and one or two at-large directors. The Executive Committee has the powers and duties vested in it as determined by the Board of Directors. The Executive Committee may act in intervals between meetings of the board. The Executive Committee is subject at all times to the control and discretion of the Board of Directors. Form 990, Part VI, Section B, line 11b Before it was filed, Form 990 was reviewed on a line-by-line basis by the CFO and then reviewed by the CEO. A public disclosure copy of Form 990 was then forwarded to the Board of Directors for review prior to submission with the IRS. Form 990, Part VI, Section B, line 12c The conflict-of-interest documents are completed annually with a review by the President/CEO and Chair of the Board of Directors. The conflict-of-interest policy applies to the President/CEO and all members of the Board of Directors. Any person with a conflict will remove themselves from discussion, if applicable and/or refrain from voting on any action item where a conflict exists. Form 990, Part VI, Section B, line 15 The compensation of the President/CEO is determined by the Board of Directors. Annually, Living Well Disability Services conducts a salary study on the position and salary ranges. This includes reviewing salary data for similar organizations in the industry and metropolitan area from a variety of sources. The salary study was reviewed by the Executive Committee and presented to the Board of Directors. The Board of Directors determines any additional compensation based on performance. The salary survey is documented. This process was most recently undertaken in 2025. The compensation of the Chief Financial Officer and Chief Operating Officer are determined by the President/CEO. Annually, Living Well Disability Services conducts a salary study on all positions and salary ranges. This includes reviewing salary data for similar organizations in the industry and metropolitan area from a variety of sources. The salary ranges and compensation matrix for all positions are approved by the Board of Directors. This process was most recently undertaken in 2025. 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 organization makes its audited financial statements and Form 990's available on its website. Dakota's Adults 1168 Northland Drive Mendota Heights MN 55120 411328798 Deveopmental Disabilities Residential Service Provider MN 501(c)(3) Line 12a, I Living Well Disability Services 1 Orono Woodlands Inc PO Box 507 Long Lake MN 55356 411385627 Deveopmental Disabilities Residential Service Provider MN 501(c)(3) Line 10 Living Well Disability Services 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0