2024-08-06T17:29:04-04:00 2023-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2023-01-01 471331690 WORKLIFE PARTNERSHIP WORK 3032981625 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 LIDDY ROMERO CEO 3032981625 2024-08-06 true false LORI B BAUER CPA P01260252 3037710123 2024-08-06 2023 2024-08-08 14:25:15Z LIDDY ROMERO 3513 BRIGHTON BLVD 489 DENVER CO 80216 5562976 false X WORKLIFEPARTNERSHIP.ORG X 2014 CO TO BUILD PROSPERITY FOR INDIVIDUALS, BUSINESS, FAMILIES, AND COMMUNITIES BY UNLEASHING THE POTENTIAL OF FRONT LINE WORKERS THROUGH COLLABORATION WITH THEIR EMPLOYERS AND OTHER RESOURCES. 8 8 39 13 0 803837 3470389 2404041 2002835 5897 79622 210 3213775 5553056 253438 877664 0 2988996 3465156 0 757217 974943 1125958 4217377 5468778 -1003602 84278 3313750 3156339 2529525 2287836 784225 868503 X TO BUILD PROSPERITY FOR INDIVIDUALS, BUSINESS, FAMILIES, AND COMMUNITIES BY UNLEASHING THE POTENTIAL OF FRONT LINE WORKERS THROUGH COLLABORATION WITH THEIR EMPLOYERS AND OTHER RESOURCES. false false 3643903 877664 2002835 IN 2023, THE HBN SPECIALIZED SERVICE, WHICH PREVIOUSLY RAN AS A SEPARATE PROGRAM, WAS INTEGRATED INTO WORKLIFE PARTNERSHIP'S SUITE OF RESOURCE NAVIGATION SERVICES. IN 2023, WORKLIFE HELPED 2,188 HARDWORKING EMPLOYEES IN 39 STATES IMPROVE THEIR WORK-LIFE STABILITY THROUGH ITS SIGNATURE RESOURCE NAVIGATION PROGRAM. WE PARTNERED WITH EMPLOYERS ACROSS MULTIPLE INDUSTRIES INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG- TERM CARE, AND CONSTRUCTION TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 240,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. OUR RESOURCE NAVIGATORS SPENT 4,718 HOURS WORKING ONE ON ONE WITH CLIENTS, PROVIDING THEM OVER 11,000 RESOURCES/SERVICES. ADDITIONALLY, OUR TEAM REFERRED CLIENTS TO 610 EXISTING WORKPLACE BENEFITS. AFTER BEING SERVED BY A WORKLIFE NAVIGATOR, 83% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY EXPERIENCED LESS STRESS, 81% REPORTED INCREASED CONFIDENCE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, 62% HAD DECREASED FINANCIAL WORRIES, 55% FELT LESS DISTRACTED AT WORK, AND 63% BETTER UNDERSTOOD THEIR WORKPLACE BENEFITS. IN 2023, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM WROTE 595 LOANS TO COLORADO WORKERS, A 42% INCREASE FROM 2022, FOR A TOTAL OF OVER 585,000. THE AVERAGE LOAN AMOUNT WAS 984 AND THE DEFAULT RATE WAS LESS THAN 3%. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE MORE FINANCIALLY STABLE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, AND 96% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER. NINETY-FIVE PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 36% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A HIGHER INTEREST PAYDAY LOAN. ACROSS ALL PROGRAMS, 66% OF WORKLIFE'S CLIENTS WERE WOMEN AND 48% IDENTIFIED AS MEMBERS OF HISTORICALLY UNDERREPRESENTED GROUPS. 3643903 true true false false false false false false false false true false false false true true true false false false false false false false false false false true true true false false false false false true false false false false false false false false false false false true 33 0 true 39 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false false true true true true true true true false CO X X X THE ORGANIZATION 3032981625 3513 BRIGHTON BLVD 489 DENVER CO 80216 COURTNEY HAYNES CHAIR 1.00 X X 0 0 0 MARK PETERS CO CHAIR 1.00 X X 0 0 0 CRAIG METRICK SECRETARY 1.00 X X 0 0 0 LAURA ROBERTS TREASURER 1.00 X X 0 0 0 JOE BEISER TREASURER (R 1.00 X X 0 0 0 KEVIN O'SHAUGHNESSEY PAST CHAIR X 0 0 0 BETTY ARKELL DIRECTOR (RE 1.00 X 0 0 0 CHARLENE BROWN DIRECTOR 1.00 X 0 0 0 MARK EBB DIRECTOR 1.00 X 0 0 0 THOMAS J HARRISON DIRECTOR 1.00 X 0 0 0 SID PAILLA DIRECTOR 1.00 X 0 0 0 JESSICA WERNER DIRECTOR (RE 1.00 X 0 0 0 LIDDY ROMERO CEO 40.00 X 267104 0 10766 CHRIS YOUNG CFO 40.00 X 198676 0 17312 CYNTHIA WILLIAMS COO 40.00 X 201754 0 17272 KRISTEN CULLINEY CPO 40.00 X 150428 0 5341 KELLI CHRISTIAN FINANCE DIRE 40.00 X 102387 0 13798 920349 64489 5 false true false 3470389 19180 3470389 FEES FOR SERVICE 2002835 2002835 2002835 79647 79647 9895 9920 -25 -25 -25 MISCELLANEOUS 210 210 210 5553056 2003045 79622 600000 600000 277664 277664 277869 160609 69823 47437 2618761 1499814 665803 453144 54582 38703 9703 6176 300155 212836 53357 33962 213789 151595 38004 24190 410500 209123 114933 86444 45152 26379 293 18480 10201 9257 435 509 149158 107843 25695 15620 102336 73085 17568 11683 84174 51776 22244 10154 1845 1845 4112 4112 12437 11810 568 59 11833 4461 7372 STAFF TRAINING 92901 52506 22743 17652 OTHER GRANT EXPENDITURES 87378 87378 DUES & SUBSCRIPTIONS 78161 34699 11941 31521 OTHER 35770 34365 1219 186 5468778 3643903 1067658 757217 255227 110772 2482343 1082580 85650 616976 50547 127378 192782 308434 52956 79573 70788 32056 48167 38732 3639 750000 142439 41894 3313750 3156339 311507 474735 90102 72543 693153 612009 1434763 1128549 2529525 2287836 X 698575 -177584 85650 1046087 784225 868503 3313750 3156339 84278 X false true X true X 1070149 2024739 2197257 803837 3470389 9566371 1070149 2024739 2197257 803837 3470389 9566371 2277114 7289257 4541 3692 17683 5897 79647 111460 2466 -1578 4133 210 5231 9683062 9373454 0.75280 0.71970 X PART II, LINE 10 MISC 5,231 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70788 32056 38732 38732 REFUNDABLE ADVANCES 1086655 LEASE LIABILITY 41894 1128549 X 5553056 5553056 5553056 5468778 5468778 5468778 SCHEDULE D, PAGE 3, PART X MANAGEMENT BELIEVES THAT THE ORGANIZATION 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. true WORKING METRICS 1765 GREENSBORO STATION PL MCLEAN VA 22102 813913376 600000 SUBGRANT SUPPORT 1 ENERGY ASSISTANCE 245 208543 COST EOC ASSISTANCE HOUSING, GROCERIES, SUPP 170 69121 COST HOUSING, GROC. SCHEDULE I, PAGE 1, PART I, LINE 2 WE MONITOR THE USE OF FUNDS BY PAYING VENDORS DIRECTLY (E.G. WE PAY THE LANDLORD DIRECTLY FOR PAST DUE RENT). X false false false false false false false false false LIDDY ROMERO CEO 267104 10675 91 277870 CHRIS YOUNG CFO 198676 8135 9177 215988 CYNTHIA WILLIAMS COO 201754 8095 9177 219026 KRISTEN CULLINEY CPO 150428 5250 91 155769 SUNNY DAY FUND BOARD MEMBER/CE 2400 SERVICES false SCHEDULE L, PART V SID PAILLA IS CEO OF SUNNY DAY FUND. HE IS ON THE BOARD AND ALSO A VENDOR. FORM 990, PAGE 2, PART III, LINE 4A IN 2023, THE HBN SPECIALIZED SERVICE, WHICH PREVIOUSLY RAN AS A SEPARATE PROGRAM, WAS INTEGRATED INTO WORKLIFE PARTNERSHIP'S SUITE OF RESOURCE NAVIGATION SERVICES. IN 2023, WORKLIFE HELPED 2,188 HARDWORKING EMPLOYEES IN 39 STATES IMPROVE THEIR WORK-LIFE STABILITY THROUGH ITS SIGNATURE RESOURCE NAVIGATION PROGRAM. WE PARTNERED WITH EMPLOYERS ACROSS MULTIPLE INDUSTRIES INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG- TERM CARE, AND CONSTRUCTION TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 240,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. OUR RESOURCE NAVIGATORS SPENT 4,718 HOURS WORKING ONE ON ONE WITH CLIENTS, PROVIDING THEM OVER 11,000 RESOURCES/SERVICES. ADDITIONALLY, OUR TEAM REFERRED CLIENTS TO 610 EXISTING WORKPLACE BENEFITS. AFTER BEING SERVED BY A WORKLIFE NAVIGATOR, 83% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY EXPERIENCED LESS STRESS, 81% REPORTED INCREASED CONFIDENCE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, 62% HAD DECREASED FINANCIAL WORRIES, 55% FELT LESS DISTRACTED AT WORK, AND 63% BETTER UNDERSTOOD THEIR WORKPLACE BENEFITS. IN 2023, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM WROTE 595 LOANS TO COLORADO WORKERS, A 42% INCREASE FROM 2022, FOR A TOTAL OF OVER 585,000. THE AVERAGE LOAN AMOUNT WAS 984 AND THE DEFAULT RATE WAS LESS THAN 3%. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE MORE FINANCIALLY STABLE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, AND 96% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER. NINETY-FIVE PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 36% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A HIGHER INTEREST PAYDAY LOAN. ACROSS ALL PROGRAMS, 66% OF WORKLIFE'S CLIENTS WERE WOMEN AND 48% IDENTIFIED AS MEMBERS OF HISTORICALLY UNDERREPRESENTED GROUPS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWED THE AUDITED FINANCIAL STATEMENTS. THE CEO, CFO, AND BOARD TREASURER REVIEWED THE 990 FOR ACCURACY. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD REVIEWS AND DECIDES ON THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THERE ARE NO OTHER PAID OFFICERS AND/OR KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 POSTED ON WEBSITE