2021-09-17T13:43:21-05:00 2020-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2020-01-01 471331690 WORKLIFE PARTNERSHIP WORK 3032981625 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 LIDDY ROMERO CEO 3032981625 2021-09-16 true LIDDY ROMERO 999009999 LORI B BAUER CPA P01260252 3037710123 2021-09-17 2020 2022-09-23 18:48:47Z X LIDDY ROMERO 3513 BRIGHTON BLVD 489 DENVER CO 80216 3635627 false X WORKLIFEPARTNERSHIP.ORG X 2014 CO LEVERAGE COMMUNITY RESOURCES TO ADVANCE WORKERS AND IMPROVE LIVES. 9 9 30 12 0 1070049 2024739 986998 1608774 4121 3692 2886 -1578 2064054 3635627 188635 282118 0 1838198 2198025 0 210484 434726 801077 2461559 3281220 -397505 354407 2135722 2081676 2089280 1680827 46442 400849 X LEVERAGE COMMUNITY RESOURCES TO ADVANCE WORKERS AND IMPROVE LIVES. false false 2708815 282118 1608774 IN 2020, WORKLIFE PARTNERSHIP'S RESOURCE AND HEALTH BENEFITS NAVIGATOR PROGRAMS HELPED 1,782 HARDWORKING EMPLOYEES FIND GREATER STABILITY. WE PARTNERED WITH 37 EMPLOYERS IN 12 INDUSTRIES TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH 260,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, AND CHILDCARE. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 95% OF WORKERS SAID THEY ARE NOW IN A BETTER PLACE, 74% SAID THEY WERE LESS STRESSED, AND 86% SAID THEY FEEL BETTER PREPARED TO HANDLE A SIMILAR SITUATION IN THE FUTURE. MORE THAN HALF OF THE WORKERS WE SUPPORTED IN 2020 WERE EXPERIENCING SOME LEVEL OF STRESS, WITH 36% EXPERIENCING STRESS SIGNIFICANT ENOUGH TO IMPACT THEIR WORK AND HOME LIVES; MORE THAN HALF OF WORKERS REPORTED EXPERIENCING MENTAL/BEHAVIORAL HEALTH CONCERNS; AND JUST UNDER 50% REPORTED THAT THEY WERE UNABLE TO PAY EITHER SOME OR MOST OF THEIR HOUSEHOLD BILLS. IN 2020, WORKLIFE'S HEALTH BENEFITS NAVIGATOR WORKED ONE-ON-ONE WITH NEARLY 100 WORKERS HELPING THEM NAVIGATE THEIR BENEFITS, MEDICAL BILLS, AND THE HEALTH CARE SYSTEM, SAVING WORKERS MORE THAN 150 HOURS. BEFORE WORKING WITH WORKLIFE'S HEALTH BENEFITS NAVIGATOR, 58% OF WORKERS HAD HEALTH INSURANCE BUT DID NOT THINK IT WAS THE BEST CHOICE, 39% DID NOT UNDERSTAND THEIR HEALTH INSURANCE, 45% HAD MEDICAL BILLS, AND 20% HAD MEDICAL DEBT THAT THEY COULD NOT AFFORD. IN 2020, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT 293,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 979, AND ONLY A 1% DEFAULT RATE. WORKLIFE SMALL DOLLAR LOAN BORROWERS WERE IMPACTED BY THE PANDEMIC AT A RATE OF 74% AND 54% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A PAYDAY LOAN. AFTER GETTING A LOAN, 94% OF BORROWERS SAID THEY ARE IN A BETTER PLACE FINANCIALLY AND 91% SAID THEY FELT LESS STRESSED. 2708815 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 8 0 true 30 true false false false false false false false false false false false false X 9 9 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 KENDRA PROSPERO CHAIR 1.00 X X 0 0 0 CINDY WILLARD VICE CHAIR 1.00 X X 0 0 0 BETTY ARKELL DIRECTOR 1.00 X 0 0 0 JOE BIESER 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 CRAIG METRICK DIRECTOR 1.00 X 0 0 0 KEVIN O'SHAUGHNESSEY DIRECTOR 1.00 X 0 0 0 JESSICA WERNER DIRECTOR 1.00 X 0 0 0 LIDDY ROMERO CEO 40.00 X 161514 0 6552 LINDA MONTGOMERY SENIOR VICE 40.00 X 144886 0 16155 JAMES HUH SENIOR VP 40.00 X 105254 0 8505 CYNTHIA WILLIAMS COO 40.00 X 110321 0 9508 521975 40720 4 false true false 880 289229 1734630 2797 2024739 FEES FOR SERVICE 1608774 1608774 1608774 3692 3692 MISCELLANEOUS -1578 -1578 -1578 3635627 1607196 3692 282118 282118 168065 130678 22726 14661 1525139 1187936 205098 132105 32716 24339 5025 3352 332989 247723 51145 34121 139116 103494 21367 14255 318929 302239 15527 1163 15207 15105 70 32 46804 44508 1873 423 87328 78099 7465 1764 69550 61692 5143 2715 30451 20074 9118 1259 35 35 3811 3811 4632 3984 602 46 3932 353 3561 18 OTHER GRANT EXPENDITURES 99231 99231 DUES & SUBSCRIPTIONS 55995 46684 5176 4135 EVALUATION AND ASSESSMENT 36974 36974 OTHER 14715 12475 2150 90 13483 7298 5840 345 3281220 2708815 361921 210484 151740 142545 1484455 1561867 107309 91842 364687 72912 179595 5641 11584 29357 12100 21890 17257 4074 2135722 2081676 179726 156631 122593 110746 50000 730750 1736961 682700 2089280 1680827 X -174952 326675 221394 74174 46442 400849 2135722 2081676 354407 X false true X true X 464177 3216170 1092605 1070149 2024739 7867840 464177 3216170 1092605 1070149 2024739 7867840 2836498 5031342 19730 12733 1890 4541 3692 42586 1484 2379 4494 2466 -1578 9245 7919671 3866279 0.63530 0.66500 X PART II, LINE 10 MISC 9,245 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29357 12100 17257 17257 REFUNDABLE ADVANCES 682700 682700 X 3635627 3635627 3635627 3281220 3281220 3281220 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, 2020, 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 207 102745 COST EOC ASSISTANCE HOUSING, GROCERIES, SUPP 242 159309 COST HOUSING, GROC. CHILDCARE PROVIDER ASST 20 20064 COST CHILD CARE SUPP 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 161514 6461 91 168066 LINDA MONTGOMERY SENIOR VICE PRES 115399 29487 4306 11849 161041 FORM 990, PAGE 2, PART III, LINE 4A IN 2020, WORKLIFE PARTNERSHIP'S RESOURCE AND HEALTH BENEFITS NAVIGATOR PROGRAMS HELPED 1,782 HARDWORKING EMPLOYEES FIND GREATER STABILITY. WE PARTNERED WITH 37 EMPLOYERS IN 12 INDUSTRIES TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH 260,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, AND CHILDCARE. AFTER WORKING WITH A WORKLIFE NAVIGATOR, 95% OF WORKERS SAID THEY ARE NOW IN A BETTER PLACE, 74% SAID THEY WERE LESS STRESSED, AND 86% SAID THEY FEEL BETTER PREPARED TO HANDLE A SIMILAR SITUATION IN THE FUTURE. MORE THAN HALF OF THE WORKERS WE SUPPORTED IN 2020 WERE EXPERIENCING SOME LEVEL OF STRESS, WITH 36% EXPERIENCING STRESS SIGNIFICANT ENOUGH TO IMPACT THEIR WORK AND HOME LIVES; MORE THAN HALF OF WORKERS REPORTED EXPERIENCING MENTAL/BEHAVIORAL HEALTH CONCERNS; AND JUST UNDER 50% REPORTED THAT THEY WERE UNABLE TO PAY EITHER SOME OR MOST OF THEIR HOUSEHOLD BILLS. IN 2020, WORKLIFE'S HEALTH BENEFITS NAVIGATOR WORKED ONE-ON-ONE WITH NEARLY 100 WORKERS HELPING THEM NAVIGATE THEIR BENEFITS, MEDICAL BILLS, AND THE HEALTH CARE SYSTEM, SAVING WORKERS MORE THAN 150 HOURS. BEFORE WORKING WITH WORKLIFE'S HEALTH BENEFITS NAVIGATOR, 58% OF WORKERS HAD HEALTH INSURANCE BUT DID NOT THINK IT WAS THE BEST CHOICE, 39% DID NOT UNDERSTAND THEIR HEALTH INSURANCE, 45% HAD MEDICAL BILLS, AND 20% HAD MEDICAL DEBT THAT THEY COULD NOT AFFORD. IN 2020, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM LENT 293,000 TO COLORADO WORKERS, WITH AN AVERAGE LOAN AMOUNT OF 979, AND ONLY A 1% DEFAULT RATE. WORKLIFE SMALL DOLLAR LOAN BORROWERS WERE IMPACTED BY THE PANDEMIC AT A RATE OF 74% AND 54% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A PAYDAY LOAN. AFTER GETTING A LOAN, 94% OF BORROWERS SAID THEY ARE IN A BETTER PLACE FINANCIALLY AND 91% SAID THEY FELT LESS STRESSED. 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.