2023-07-06T18:13:12-04:00 2022-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2022-01-01 471331690 WORKLIFE PARTNERSHIP WORK 3032981625 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 LIDDY ROMERO CEO 3032981625 2023-07-06 true LIDDY ROMERO 999009999 false LORI B BAUER CPA P01260252 3037710123 2023-07-06 2022 2023-04-26 12:10:37Z LIDDY ROMERO 3513 BRIGHTON BLVD 489 DENVER CO 80216 3213775 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. 10 10 38 12 0 2197257 803837 2370806 2404041 17683 5897 4133 0 4589879 3213775 200751 253438 0 2321846 2988996 0 493200 678345 974943 3200942 4217377 1388937 -1003602 2829316 3313750 1039530 2529525 1789786 784225 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 2721913 253438 2404041 IN 2022, WORKLIFE PARTNERSHIP'S RESOURCE NAVIGATION PROGRAM HELPED 2,755 HARDWORKING EMPLOYEES IMPROVE THEIR WORK-LIFE STABILITY, 24% MORE THAN IN 2021. WE PARTNERED WITH 47 EMPLOYERS ACROSS MULTIPLE SECTORS INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG-TERM CARE, CONSTRUCTION, AND BUSINESS SERVICES TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 116,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. WE PROVIDED 11,311 RESOURCES/SERVICES TO CLIENTS, INCLUDING OVER 1,000 FOR FINANCIAL SERVICES. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 81% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY ARE NOW IN A BETTER PLACE, 71% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT COMPANY, AND 87% SAID THEY FEEL GOOD WORKING FOR A COMPANY THAT OFFERS RESOURCE NAVIGATOR SERVICE. IN 2022, WORKLIFE'S HEALTH BENEFITS NAVIGATION PROGRAM ASSISTED 191 WORKERS TO BETTER UNDERSTAND AND NAVIGATE THEIR BENEFITS; OF WHICH, 40% OF THE WORKERS NEEDED HELP MANAGING MEDICAL BILLS AND DEBT AND 40% ASKED FOR HELP UNDERSTANDING INSURANCE. AFTER WORKING WITH OUR HEALTH BENEFITS NAVIGATOR, 81% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY BETTER UNDERSTAND THEIR BENEFITS, 70% SAID HAVING ACCESS TO WORKLIFE'S HEALTH BENEFITS PROGRAM MADE THEM MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, AND 37% SAID THE PROGRAM HELPED THEM MISS FEWER DAYS AT WORK. IN 2022, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT OVER 441,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 977, AND LESS THAN A 4% DEFAULT RATE. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE IN A BETTER PLACE FINANCIALLY, AND 94% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER BECAUSE THEY HAD ACCESS TO WORKLIFE'S LOAN PROGRAM. NINETY-FOUR PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 50% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A PAYDAY LOAN. THE SMALL DOLLAR LOAN PROGRAM PROVIDES A CRITICAL SUPPORT ESPECIALLY FOR WOMEN AND PEOPLE OF COLOR-73% OF BORROWERS IDENTIFY AS BLACK OR LATINX, AND 84% OF BORROWERS ARE FEMALE. 2721913 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 false true true false false false false false false false false false false false false false false false false false true 23 0 true 38 true false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true true false CO X X THE ORGANIZATION 3032981625 3513 BRIGHTON BLVD 489 DENVER CO 80216 KEVIN O'SHAUGHNESSEY CHAIR 1.00 X X 0 0 0 CRAIG METRICK SECRETARY 1.00 X X 0 0 0 JOE BIESER TREASURER 1.00 X X 0 0 0 BETTY ARKELL DIRECTOR 1.00 X 0 0 0 THOMAS J HARRISON DIRECTOR 1.00 X 0 0 0 COURTNEY HAYNES DIRECTOR 1.00 X 0 0 0 SID PAILLA DIRECTOR 1.00 X 0 0 0 MARK PETERS DIRECTOR 1.00 X 0 0 0 LAURA ROBERTS DIRECTOR 1.00 X 0 0 0 JESSICA WERNER DIRECTOR 1.00 X 0 0 0 LIDDY ROMERO CEO 40.00 X 252699 0 10196 CHRIS YOUNG CFO 40.00 X 184212 0 15736 JAMES HUH SENIOR VP TH 40.00 X 101215 0 9354 CYNTHIA WILLIAMS COO 40.00 X 191049 0 15643 KRISTEN CULLINEY CPO 40.00 X 114824 0 83 843999 51012 5 false true false 149384 654453 263 803837 FEES FOR SERVICE 2404041 2404041 2404041 5897 5897 3213775 2404041 5897 253438 253438 262895 166928 68074 27893 2323140 1469645 605048 248447 39372 27291 8729 3352 169145 117243 37500 14402 194444 134779 43109 16556 374488 155488 126851 92149 19946 18948 455 543 21807 14795 6081 931 153197 119190 26099 7908 110096 84394 20050 5652 72811 49069 11780 11962 407 407 5057 5057 5095 4382 662 51 5834 5834 STAFF TRAINING 127406 58214 28139 41053 DUES & SUBSCRIPTIONS 59935 31482 6395 22058 OTHER 18864 16627 1994 243 4217377 2721913 1002264 493200 282527 255227 2165578 2482343 92863 85650 58879 50547 181370 192782 33914 52956 267338 76732 14185 190606 3639 2829316 3313750 195194 311507 198196 90102 634250 693153 11890 1434763 1039530 2529525 X 1714733 698575 75053 85650 1789786 784225 2829316 3313750 -1003602 -1959 X false true X true X 1092605 1070149 2024739 2197257 803837 7188587 1092605 1070149 2024739 2197257 803837 7188587 1983800 5204787 1890 4541 3692 17683 5897 33703 4494 2466 -1578 4133 9515 7231805 7877924 0.71970 0.66050 X PART II, LINE 10 MISC 9,515 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67788 19621 48167 199550 57111 142439 190606 REFUNDABLE ADVANCES 1292324 LEASE LIABILITY 142439 1434763 X 3211816 -1959 -1959 3213775 3213775 4217377 4217377 4217377 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 ENERGY ASSISTANCE 114 118761 COST EOC ASSISTANCE HOUSING, GROCERIES, SUPP 140 134677 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 252699 10104 92 262895 CHRIS YOUNG CFO 184212 7577 8159 199948 CYNTHIA WILLIAMS COO 191049 7484 8159 206692 FORM 990, PAGE 2, PART III, LINE 4A IN 2022, WORKLIFE PARTNERSHIP'S RESOURCE NAVIGATION PROGRAM HELPED 2,755 HARDWORKING EMPLOYEES IMPROVE THEIR WORK-LIFE STABILITY, 24% MORE THAN IN 2021. WE PARTNERED WITH 47 EMPLOYERS ACROSS MULTIPLE SECTORS INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG-TERM CARE, CONSTRUCTION, AND BUSINESS SERVICES TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 116,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. WE PROVIDED 11,311 RESOURCES/SERVICES TO CLIENTS, INCLUDING OVER 1,000 FOR FINANCIAL SERVICES. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 81% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY ARE NOW IN A BETTER PLACE, 71% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT COMPANY, AND 87% SAID THEY FEEL GOOD WORKING FOR A COMPANY THAT OFFERS RESOURCE NAVIGATOR SERVICE. IN 2022, WORKLIFE'S HEALTH BENEFITS NAVIGATION PROGRAM ASSISTED 191 WORKERS TO BETTER UNDERSTAND AND NAVIGATE THEIR BENEFITS; OF WHICH, 40% OF THE WORKERS NEEDED HELP MANAGING MEDICAL BILLS AND DEBT AND 40% ASKED FOR HELP UNDERSTANDING INSURANCE. AFTER WORKING WITH OUR HEALTH BENEFITS NAVIGATOR, 81% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY BETTER UNDERSTAND THEIR BENEFITS, 70% SAID HAVING ACCESS TO WORKLIFE'S HEALTH BENEFITS PROGRAM MADE THEM MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, AND 37% SAID THE PROGRAM HELPED THEM MISS FEWER DAYS AT WORK. IN 2022, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT OVER 441,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 977, AND LESS THAN A 4% DEFAULT RATE. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE IN A BETTER PLACE FINANCIALLY, AND 94% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER BECAUSE THEY HAD ACCESS TO WORKLIFE'S LOAN PROGRAM. NINETY-FOUR PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 50% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A PAYDAY LOAN. THE SMALL DOLLAR LOAN PROGRAM PROVIDES A CRITICAL SUPPORT ESPECIALLY FOR WOMEN AND PEOPLE OF COLOR-73% OF BORROWERS IDENTIFY AS BLACK OR LATINX, AND 84% OF BORROWERS ARE FEMALE. FORM 990, PAGE 6, PART VI, LINE 11B BEFORE FILING THE 990, THE BOARD REVIEWED THE AUDITED FINANCIAL STATEMENTS. THE CEO & CFO 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