2024-04-23T15:21:23-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 410907857 LIFEWORKS SERVICES INC LIFE 6514542732 6636 CEDAR AVE SO 250 RICHFIELD MN 55423 GERTRUDE MATEMBA-MUTASA PRESIDENT AND CEO 6514542732 2024-04-22 1 GERTRUDE MATEMBA-MUTASA 999009999 0 RACHEL FLANDERS P01591790 6123764500 2024-04-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z GERTRUDE MATEMBA-MUTASA 6636 CEDAR AVE SO 250 RICHFIELD MN 55423 95892861 0 X WWW.LIFEWORKS.ORG X 1965 MN LIFEWORKS PARTNERS WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY. 13 12 1987 22 0 0 853721 1033113 88308623 94084679 870184 715629 23304 -62989 90055832 95770432 0 0 0 0 77692191 83436880 0 0 438656 11428171 11147280 89120362 94584160 935470 1186272 41350989 45467176 8693799 10211143 32657190 35256033 X LIFEWORKS' MISSION IS TO PARTNER WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY. 0 0 77756855 0 84814858 SELF-DIRECTED SERVICESTHROUGH A PERSONALIZED EXPERIENCE, LIFEWORKS PARTNERS WITH INDIVIDUALS AND FAMILIES AS THEY DIRECT THEIR OWN HOME CARE AND SUPPORT. THIS INCLUDES MINNESOTA PROGRAMS: CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), CONSUMER SUPPORT GRANT (CSG), PCA CHOICE, INDIVIDUALIZED HOME SUPPORTS (IHS), RESPITE, NIGHT SUPERVISION, AND HOMEMAKER SERVICES.IN 2023, 2,192 INDIVIDUALS AND FAMILIES ACCESSED SELF-DIRECTED SERVICES THROUGH LIFEWORKS. 6003742 0 5485802 EMPLOYMENT SERVICESLIFEWORKS BREAKS DOWN BARRIERS AND INCREASES ACCESS TO OPPORTUNITIES, LEADING TO A MORE DIVERSE AND INCLUSIVE WORKFORCE IN MINNESOTA. WE CONNECT PEOPLE TO EXPERIENCES THAT EXPLORE THEIR INTERESTS, DEVELOP SKILLS, AND START OR ADVANCE THEIR CAREERS.IN 2023, LIFEWORKS PARTNERED WITH 838 PEOPLE THROUGH OUR EMPLOYMENT SERVICES. INDIVIDUALS JOINING THE WORKFORCE OR STARTING NEW JOBS EARNED AN AVERAGE WAGE OF $13.76 PER HOUR WITH WAGES AS HIGH AS $24 PER HOUR. 3351155 0 3666181 DAY SUPPORT SERVICES PERSONALIZED SUPPORT AND COMMUNITY ENGAGEMENT ARE CORNERSTONES OF LIFEWORKS SERVICE DELIVERY AND WITH THE INDIVIDUAL LEADING THE WAY, WE PROVIDE OPPORTUNITIES TO EXPLORE EACH PERSON'S INTERESTS, DEVELOP SKILLS, AND BUILD COMMUNITY CONNECTIONS. 187 INDIVIDUALS PARTICIPATED IN ACTIVITIES IN THEIR COMMUNITIES INCLUDING VOLUNTEER OPPORTUNITIES, TOURS OF AREA BUSINESSES, AND RECREATIONAL OUTINGS IN 2023. 246730 0 117838 RESOURCE NAVIGATION DEVELOPED FOR INDIVIDUALS FACING A CROSSROADS WHETHER THAT BE TRANSITIONING FROM SCHOOL TO ADULTHOOD OR APPROACHING A NEW PHASE IN LIFE 50 PEOPLE WITH DISABILITIES PARTNERED WITH LIFEWORKS RESOURCE NAVIGATION IN 2023. PARTICIPANTS EXPLORED AVAILABLE OPTIONS AND CONNECTED WITH RESOURCES THAT HELPED THEM TAKE THE NEXT STEP TOWARD ACHIEVING THEIR GOALS. 246730 0 117838 87358482 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 209 0 1987 1 0 0 0 0 0 1 1 0 0 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 1 0 MN X X LAURA PURFEERST 6514542732 6636 CEDAR AVE SO STE 250 RICHFIELD MN 55423 AJANI LEWIS-MCGHEE DIRECTOR 0.60 X 0 0 0 BUKATA HAYES DIRECTOR 0.20 X 0 0 0 CARYN ADDANTE DIRECTOR 0.50 X 0 0 0 CATHERINE MAHONE DIRECTOR 0.70 X 0 0 0 DANIELLE KENT DIRECTOR 1.30 X 0 0 0 ED KELLY DIRECTOR 0.80 X 0 0 0 GERTRUDE MATEMBA-MUTASA PRESIDENT/CEO 40.00 X X 285398 0 24900 JOHN ABBOTT BOARD CHAIR 1.40 X X 0 0 0 KOFI BRUCE DIRECTOR 0.50 X 0 0 0 MARK GELDERNICK SECRETARY 1.00 X X 0 0 0 MARK TRAYNOR DIRECTOR 0.60 X 0 0 0 NIMO AHMED DIRECTOR (THRU 02/23) 0.00 X 0 0 0 PATRICIA RILEY DIRECTOR 1.10 X 0 0 0 STEPHANIE LEE DIRECTOR 1.20 X 0 0 0 THEODORE CARLSON DIRECTOR (THRU 04/23) 0.40 X 0 0 0 LAURA PURFEERST CHIEF FINANCIAL OFFICER 40.00 X 173558 0 24473 DONALD BECCHETTI DIRECTOR OF OPERATIONS 40.00 X 135324 0 23698 EMILY ROHRER VP OF ADVANCEMENT 40.00 X 141812 0 9313 JENNIFER EVANS-HALL VP OF HUMAN RESOURCES, DIV (THRU 6/23) 40.00 X 107211 0 8201 LISA ZASPEL CHIEF PROGRAM OFFICER (THRU 8/23) 40.00 X 149463 0 248 MARY L VASILIS FINANCIAL CONTROLLER 40.00 X 101474 0 16466 1094240 0 107299 8 0 1 0 AB&B SERVICES LLC 509 SEVERN WAY ST PAUL MN 55123 FISCAL PASS-THROUGH SUPPORT SERVICES 273879 MN BEST HOMECARE LLC 7308 ASPINE LANE N STE 125 BROOKLYN PARK MN 55428 FISCAL PASS-THROUGH SUPPORT SERVICES 174400 2 451821 158026 423266 80282 1033113 SERVICE CONTRACTS 624100 92406399 92406399 VOCATIONAL CONTRACTS 624100 1570502 1570502 OTHER PROGRAM REVENUE 624100 60210 60210 MUSIC THERAPY 624100 47568 47568 94084679 715629 715629 59440 451821 122429 -62989 -62989 95770432 94084679 0 652640 508329 461784 46545 76019948 72747361 3079426 193161 644278 552805 85989 5484 2344873 2054320 273911 16642 3919452 3362982 523111 33359 164297 164297 66707 66707 160966 160966 251166 22150 205838 23178 72035 72035 1117827 401052 681757 35018 519279 261470 257809 695737 690676 4947 114 32878 32878 560701 217856 342845 191720 97141 94139 440 FISCAL INTERMEDIARY PUR 6745056 6745056 EQUIPMENT 336081 105141 229925 1015 MISCELLANEOUS EXPENSES 182000 38965 61826 81209 RECOGNITION 26767 11499 14851 417 24063 17130 4859 2074 94584160 87358482 6787022 438656 4682717 4741803 140089 70048 6816821 9047078 430134 518775 8561161 4221790 4319405 4339371 24299758 26110524 662065 639577 41350989 45467176 6501629 8264056 44458 35737 1168186 977020 979526 934330 8693799 10211143 X 32617190 35256033 40000 0 32657190 35256033 41350989 45467176 1186272 1412571 0 X 0 1 X 1 0 X 927743 3655401 1419575 877025 970124 7849868 927743 3655401 1419575 877025 970124 7849868 7849868 347865 669786 619724 654710 715629 3007714 10857582 408399161 0.72300 0.75810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522543 522543 2812260 806551 2005709 852149 162576 689573 3579283 2476069 1103214 794926 776594 18332 4339371 DEFERRED COMPENSATION 313458 LEASE LIABILITY - OPERATING 620872 934330 X 97360162 1412571 215696 1628267 95731895 160966 -122429 38537 95770432 94761319 215696 122429 338125 94423194 160966 160966 94584160 PART X, LINE 2: LIFEWORKS IS A NONPROFIT 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 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -122,429. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 122,429. ANNUAL CELEBRATION 511261 451821 59440 68267 33146 21016 511261 451821 59440 68267 33146 21016 122429 -62989 X X X X 1 0 0 0 0 0 0 1 0 GERTRUDE MATEMBA-MUTASA PRESIDENT/CEO 247230 0 29906 0 8262 0 0 0 24900 0 310298 0 0 0 LAURA PURFEERST CHIEF FINANCIAL OFFICER 160866 0 12692 0 0 0 0 0 24473 0 198031 0 0 0 DONALD BECCHETTI DIRECTOR OF OPERATIONS 128850 0 6474 0 0 0 0 0 23698 0 159022 0 0 0 EMILY ROHRER VP OF ADVANCEMENT 129583 0 7248 0 4981 0 0 0 9313 0 151125 0 0 0 PART I, LINE 4A NAME: JENNIFER EVANS-HALL, DESCRIPTION: SEVERANCE PAY, CURRENT YEAR AMOUNT: $26,384. PLAN DESCRIPTION: PAYMENT UPON TERMINATION OF EMPLOYMENT PART I, LINE 7 BASED ON 3 CATEGORIES; 1) COMPLETION OF DEFINED PERSONAL GOALS WHICH COINCIDES WITH THE STRATEGIC PLAN, 2) POSITIVE RESULTS ON DEFINED SCORECARD MEASURES, 3) POSITIVE FINANCIAL RESULTS WITH MILESTONES TOWARDS MEETING BOARD APPROVED FINANCIAL PLAN X 3 22967 FMV X ANNUAL CELEBRATION AUCTION/SUPPLIES 11 45822 FMV X PROGRAM SUPPLIES 1 6613 FMV X MISC. GOODS 2 4880 FMV 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL ELECT AN EXECUTIVE COMMITTEE. IT SHALL CONSIST OF AT LEAST THREE (3) DIRECTORS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR (IF ONE HAS BEEN ELECTED), THE SECRETARY, CHAIRS OF ANY EXISTING COMMITTEES, THE PRESIDENT, THE IMMEDIATE PAST CHAIR OF THE BOARD IF STILL A DIRECTOR, AND SUCH DIRECTORS, IF ANY, AS ARE DETERMINED BY THE BOARD OF DIRECTORS. THE CHAIR 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 A, LINE 4 IN CONNECTION WITH GOVERNING DOCUMENTS, THE BOARD OF DIRECTORS REVIEWED AND APPROVED CHANGES TO THE ORGANIZATION'S BYLAWS IN 2023. THE BYLAWS HAVE BEEN UPDATED TO CLEARLY STATE THE ORGANIZATION'S NAME, PURPOSE, AND LOCATION. POWER AND DUTIES REGARDING THE VICE CHAIR (IF ONE IS ELECTED), THE PRESIDENT, AND TREASURER HAVE BEEN UPDATED INCLUDING CLARIFYING THE BOARD'S APPOINTMENT OF PRESIDENT AND TREASURER WHO WILL SERVE AS CORPORATE OFFICERS RATHER THAN BOARD OFFICERS. THE BOARD WILL ALSO APPROVE ANY TITLE WITHIN THE ORGANIZATION THAT INCLUDES "VICE PRESIDENT", "CHIEF", OR "OFFICER". LASTLY CLARIFICATIONS WERE MADE REGARDING MEETINGS, NOTICE OF MEETINGS, AND THE DEFINITION FOR "MATERIAL" AS IT RELATES TO LOANS OR DEBT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND CORRESPONDING FOOTNOTES ALONG WITH IRS 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 PRIOR TO BEING FILED WITH THE IRS. 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 LEADERSHIP 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. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD 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. ANNUALLY, HUMAN RESOURCES REVIEWS THE PAY STRUCTURE FOR THE CHIEF PROGRAM OFFICER AND THE CHIEF FINANCIAL OFFICER POSITIONS USING SALARY SURVEYS THAT COMPARE POSITIONS TO SIMILAR POSITIONS IN OTHER FOR-PROFIT AND NONPROFIT ORGANIZATIONS IN MINNESOTA AND THEN REVIEWS COMPENSATION FOR THESE POSITIONS WITH THE PRESIDENT AND CEO WHO DETERMINES THE CHIEF PROGRAM OFFICER'S AND CHIEF FINANCIAL OFFICER'S COMPENSATION. FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, LIFEWORKS HAS A FORMAL SALARY STRUCTURE AND ANNUAL ADJUSTMENTS ARE BASED UPON MOVEMENT IN THE LOCAL LABOR MARKET. HUMAN RESOURCES DOCUMENTS AND MEASURES CHANGES IN THE MARKET WITH LOCAL COMPENSATION SURVEYS BOTH IN THE NON-PROFIT AND FOR-PROFIT SEGMENTS. THE EXECUTIVE LEADERSHIP TEAM WILL ESTABLISH ANNUAL SALARY INCREASE RECOMMENDATIONS BASED UPON ORGANIZATIONAL AFFORDABILITY AND PERFORMANCE. CURRENT PRACTICE IS TO MAINTAIN A COMMON INCREASE DATE IN THE THIRD QUARTER. INDIVIDUAL POSITIONS ARE ASSIGNED A PAY GRADE BASED ON APPLICABLE EXTERNAL LABOR MARKETS AND INTERNAL EQUITY. EACH PAY GRADE HAS A CORRESPONDING SALARY RANGE MINIMUM, SALARY RANGE MID-POINT (ALSO REFERRED TO AS MARKET RATE) AND A SALARY RANGE MAXIMUM. GRADES ASSIGNED TO POSITIONS MAY CHANGE IF THE MARKET HAS MOVED AS DOCUMENTED BY A REVIEW OF MARKET DATA. INDIVIDUAL PAY IS REVIEWED AT LEAST ANNUALLY WITH THE GOAL OF CONSIDERING SALARY ADJUSTMENTS FOR EMPLOYEES WHOSE PAY FALLS SUBSTANTIALLY BELOW THE MIDPOINT (MARKET RATE) IF THEIR PERFORMANCE AND SKILLS MERIT AN INCREASE IN PAY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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.