2022-08-25T16:12:54-05:00 2021-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2021-01-01 471331690 WORKLIFE PARTNERSHIP WORK 3032981625 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 LIDDY ROMERO CEO 3032981625 2022-08-25 true LIDDY ROMERO 999009999 LORI B BAUER CPA P01260252 3037710123 2022-08-25 2021 2022-09-23 18:48:47Z LIDDY ROMERO 3513 BRIGHTON BLVD 489 DENVER CO 80216 4589879 false X WORKLIFEPARTNERSHIP.ORG X 2014 CO LEVERAGE COMMUNITY RESOURCES TO ADVANCE WORKERS AND IMPROVE LIVES. 10 10 35 15 0 2024739 2197257 1608774 2370806 3692 17683 -1578 4133 3635627 4589879 282118 200751 0 2198025 2321846 0 241407 801077 678345 3281220 3200942 354407 1388937 2081676 2829316 1680827 1039530 400849 1789786 X LEVERAGE COMMUNITY RESOURCES TO ADVANCE WORKERS AND IMPROVE LIVES. false false 2443822 200751 2370806 IN 2021, WORKLIFE PARTNERSHIP'S RESOURCE AND HEALTH BENEFITS NAVIGATOR PROGRAMS HELPED 2,215 HARDWORKING EMPLOYEES IMPROVE THEIR WORK-LIFE STABILITY, 24% MORE THAN IN 2020. 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 200,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. WE PROVIDED 6,171 RESOURCES/SERVICES TO CLIENTS, INCLUDING OVER 1,000 FOR MENTAL HEALTH SERVICES-A 58% INCREASE FROM THE YEAR PRIOR. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 87% OF WORKERS SAID THEY ARE NOW IN A BETTER PLACE, 87% SAID THEY WERE LESS STRESSED, 83% SAID THEY FEEL MORE CONFIDENT, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT COMPANY, AND 70% SAID THEY ARE LESS DISTRACTED AT WORK. IN 2021, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT OVER 355,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 985, AND LESS THAN A 2% DEFAULT RATE. AFTER RECEIVING A WORKLIFE LOAN, 95% OF BORROWERS SAID THEY FELT THEY WERE IN A BETTER PLACE FINANCIALLY, 95% SAID THEY FELT LESS STRESSED, AND 90% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER BECAUSE THEY HAD ACCESS TO WORKLIFE'S LOAN PROGRAM. FIFTY FOUR PERCENT 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-19% OF BORROWERS IDENTIFY AS BLACK, 62% IDENTIFY AS LATINX, AND 80% OF BORROWERS ARE FEMALE. 2443822 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 18 0 true 35 true 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 THE ORGANIZATION 3032981625 3513 BRIGHTON BLVD 489 DENVER CO 80216 KEVN O'SHAUGHNESSEY CHAIR 1.00 X X 0 0 0 CINDY WILLARD VICE 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 JESSICA WERNER DIRECTOR 1.00 X 0 0 0 LIDDY ROMERO CEO 40.00 X 194919 0 7493 CHRIS YOUNG CFO 40.00 X 129357 0 12639 LINDA MONTGOMERY SENIOR VICE 40.00 X 137016 0 16007 JAMES HUH SENIOR VP 40.00 X 159794 0 15608 CYNTHIA WILLIAMS COO 40.00 X 134229 0 12048 755315 63795 5 false true false 1080 1031175 1165002 2197257 FEES FOR SERVICE 2370806 2370806 2370806 17683 17683 MISCELLANEOUS 4133 4133 4133 4589879 2374939 17683 200751 200751 202412 150986 33771 17655 1555533 1158827 262216 134490 47352 36510 5773 5069 366930 282916 44734 39280 149619 115361 18241 16017 196482 96293 93197 6992 22346 21319 571 456 54498 44445 7109 2944 131717 113809 13074 4834 102640 85456 10502 6682 40572 28854 9640 2078 2848 2848 9733 7810 1923 5325 4505 723 97 5624 340 5284 OTHER GRANT EXPENDITURES 43977 43777 200 DUES & SUBSCRIPTIONS 40571 31413 4618 4540 OTHER 22012 20450 1489 73 3200942 2443822 515713 241407 142545 282527 1561867 2165578 91842 92863 72912 58879 179595 181370 11584 33914 31609 17424 17257 14185 4074 2081676 2829316 156631 195194 110746 198196 730750 634250 682700 11890 1680827 1039530 X 326675 1714733 74174 75053 400849 1789786 2081676 2829316 1388937 X false true X true X 3216170 1092605 1070149 2024739 2197257 9600920 3216170 1092605 1070149 2024739 2197257 9600920 3224738 6376182 12733 1890 4541 3692 17683 40539 2379 4494 2466 -1578 4133 11894 9653353 5868406 0.66050 0.63530 X PART II, LINE 10 MISC 11,894 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31609 17424 14185 14185 REFUNDABLE ADVANCES 11890 11890 X 4591659 1780 1780 4589879 4589879 3202722 1780 1780 3200942 3200942 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES THEM TO DETERMINE WHETHER A TAX POSITION (AND THE RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING YEAR ENDED DECEMBER 31, 2021, THE ORGANIZATION'S MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN AFFECT ON ITS TAX-EXEMPT STATUS. true ENERGY ASSISTANCE 235 110498 COST EOC ASSISTANCE HOUSING, GROCERIES, SUPP 271 90253 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 194919 7402 91 202412 LINDA MONTGOMERY SENIOR VICE PRES 137016 5242 10765 153023 JAMES HUH SENIOR VP 159794 5655 9953 175402 FORM 990, PAGE 2, PART III, LINE 4A IN 2021, WORKLIFE PARTNERSHIP'S RESOURCE AND HEALTH BENEFITS NAVIGATOR PROGRAMS HELPED 2,215 HARDWORKING EMPLOYEES IMPROVE THEIR WORK-LIFE STABILITY, 24% MORE THAN IN 2020. 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 200,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. WE PROVIDED 6,171 RESOURCES/SERVICES TO CLIENTS, INCLUDING OVER 1,000 FOR MENTAL HEALTH SERVICES-A 58% INCREASE FROM THE YEAR PRIOR. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 87% OF WORKERS SAID THEY ARE NOW IN A BETTER PLACE, 87% SAID THEY WERE LESS STRESSED, 83% SAID THEY FEEL MORE CONFIDENT, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT COMPANY, AND 70% SAID THEY ARE LESS DISTRACTED AT WORK. IN 2021, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT OVER 355,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 985, AND LESS THAN A 2% DEFAULT RATE. AFTER RECEIVING A WORKLIFE LOAN, 95% OF BORROWERS SAID THEY FELT THEY WERE IN A BETTER PLACE FINANCIALLY, 95% SAID THEY FELT LESS STRESSED, AND 90% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER BECAUSE THEY HAD ACCESS TO WORKLIFE'S LOAN PROGRAM. FIFTY FOUR PERCENT 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-19% OF BORROWERS IDENTIFY AS BLACK, 62% IDENTIFY AS LATINX, AND 80% 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 UPON REQUEST.