2018-05-15T11:14:48-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2017-01-01 237181360 LIVING WELL DISABILITY SERVICES LIVI 6516888808 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 MARTHA LARSON CHIEF FINANCIAL OFFICER 6516888808 2018-05-14 1 CHAD LASSEN P01587992 6123764500 2017 2022-09-23 18:48:47Z JULIE MANWORREN 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 20331534 0 X WWW.LIVINGWELL.ORG X 1972 MN DELIVER EXCEPTIONAL SERVICES THAT TRANSFORM THE LIVES OF PEOPLE IMPACTED BY DISABILITIES. 16 16 864 212 0 0 363062 372022 19494951 19386438 1690233 175267 140766 279691 21689012 20213418 0 0 0 0 14422171 14392670 0 0 267734 5343732 4960952 19765903 19353622 1923109 859796 18577416 19689902 3416882 3093113 15160534 16596789 X LIVING WELL DISABILITY SERVICE'S MISSION IS TO PROVIDE EXCEPTIONAL SERVICES THAT TRANSFORM THE LIVES OF PEOPLE IMPACTED BY DISABILITIES. WE ACHIEVE OUR MISSION BY PROVIDING INDIVIDUALLY TAILORED SERVICE TO PEOPLE WITH INTELLECTUAL, DEVELOPMENTAL AND PHYSICAL DISABILITIES THROUGHOUT THE REGION. OUR SERVICES ARE AVAILABLE TO PEOPLE LIVING IN THEIR OWN HOME, THEIR FAMILY'S HOME, OR IN ONE OF OUR 33 GROUP HOMES. WE WORK TOWARDS A DAY WHEN ALL PEOPLE IMPACTED BY DISABILITIES LIVE WELL. 0 0 16610010 0 18428842 RESIDENTIAL SERVICESSEE SCHEDULE OLIVING WELL DISABILITY SERVICES IS RECOGNIZED AS A HIGH-QUALITY PROVIDER ESPECIALLY FOR THOSE WHO HAVE COMPLEX MEDICAL CONDITIONS OTHERWISE DIFFICULT TO SERVE IN TYPICAL RESIDENTIAL OR COMMUNITY SETTINGS. STARTED BY FAMILIES AS A CHILDREN'S HOME 45 YEARS AGO, LIVING WELL DISABILITY SERVICES CONTINUES TO SET THE GOLD STANDARD FOR RESIDENTIAL AND 24/7 SUPPORTS FOR PEOPLE WITH INTELLECTUAL, PHYSICAL AND DEVELOPMENTAL DISABILITIES. TODAY, WE SUPPORT NEARLY 200 PEOPLE WHO LIVE IN OUR 33 HOMES LOCATED IN DAKOTA, HENNEPIN, ISANTI, RAMSEY, SHERBURNE AND WRIGHT COUNTIES. WELL TRAINED, FULL AND PART-TIME STAFF PROVIDE EXCEPTIONAL INDIVIDUALIZED SUPPORT SO THAT EACH PERSON CAN LIVE WELL. LIVING WELL DISABILITY SERVICES SERVES A BROAD SPECTRUM OF PEOPLE WITH INTELLECTUAL, DEVELOPMENTAL, AND PHYSICAL DISABILITIES SUCH AS CEREBRAL PALSY, DOWN SYNDROME, MULTIPLE SCLEROSIS, AUTISM, AND BRAIN INJURY. THESE MAY BE COMPLICATED BY HEALTH ISSUES RELATED TO AGING, DIABETES, ALZHEIMER'S, AND MEDICAL FRAGILITY. WE ALSO PROVIDE MENTAL HEALTH AND BEHAVIOR SUPPORTS AS PART OF OUR SERVICES FOR PEOPLE WITH MULTIPLE DIAGNOSES. 934613 0 957596 CUSTOMIZED SERVICESSEE SCHEDULE OLIVING WELL DISABILITY SERVICES PROVIDES IN-HOME SERVICES AND SUPPORTS TO INDIVIDUALS AND THEIR FAMILIES, AN AVERAGE OF 83 PEOPLE/MONTH WITH AN AVERAGE OF 2,483 TOTAL HOURS/MONTH OF SERVICE. CUSTOMIZED SERVICES INCLUDES LICENSED IN-HOME FAMILY SUPPORT (IHFS), INDEPENDENT LIVING SERVICES (ILS) AND SEMI-INDEPENDENT LIVING SERVICES (SILS) FOR INDIVIDUALS IN DAKOTA, RAMSEY, HENNEPIN, WASHINGTON, AND OLMSTEAD COUNTIES.WELLNESS PROGRAMMING IS CORE TO ALL SERVICES WE PROVIDE. OUR APPROACH IS DESIGNED TO IMPROVE QUALITY OF LIFE THROUGH PHYSICAL, MENTAL AND EMOTIONAL HEALTH. WELLNESS INVOLVES: PHYSICAL; EMOTIONAL; SOCIAL; OCCUPATIONAL; ENVIRONMENTAL; FINANCIAL; CULTURAL/SPIRITUAL AND INTELLECTUAL COMPONENTS. WELLNESS PROGRAMMING CONTRIBUTES TO SUCCESS THROUGH EXERCISE AND PHYSICAL FITNESS, NUTRITIOUS MENUS, RECREATIONAL THERAPY, AND VOLUNTEER OPPORTUNITIES THAT OFFER MEANINGFUL COMMUNITY ENGAGEMENT.DURING 2017, LIVING WELL DISABILITY SERVICE'S WELLNESS PROGRAM ALONG WITH ORGANIZATIONAL WELLNESS BEST PRACTICES WERE SHARED WITH MULTIPLE NON-PROFITS VIA ALTAIR AND 40 PLUS PROVIDERS AT CONFERENCES INCLUDING THE INAUGURAL MNCCD WELLNESS CONFERENCE HELD IN OCTOBER 2017.IN ADDITION, MORE THAN 200 PEOPLE SERVED BY LIVING WELL DISABILITY SERVICES PARTICIPATED IN A VARIETY OF WELLNESS PROGRAMS INCLUDING DOG SLEDDING TRIPS, WAYS TO WELLNESS PROGRAMS, ALONG WITH ANIMAL ASSISTED INTERACTIONS, CULTURE AND CUISINE, CROP SHARE, COMMUNITY SUPPORTED AGRICULTURE, VARIOUS SPORTING EVENTS, ART THERAPY, MIND AND BODY EVENTS, HEALTH AND NUTRITION CLASSES, AND MUSIC/PET/MASSAGE THERAPY.WITH THE GENEROUS SUPPORT OF DONORS, LIVING WELL DISABILITY SERVICES IS EVOLVING OUR HOMES AND SERVICES TO BETTER MEET THE CHANGING NEEDS OF THE PEOPLE WE SUPPORT WHILE MAXIMIZING NEW OPPORTUNITIES FOR COMMUNITY INTEGRATION. IN 2017, 22 PEOPLE THAT WE SUPPORT WENT ON A DOG SLED TRIP; 100% OF PEOPLE SERVED ATTENDED ACTIVITIES IN THE COMMUNITY, HAD COMPETITIVE EMPLOYMENT, OR RETIRED FROM DAY SERVICES. MORE THAN 70 PEOPLE PARTICIPATED IN WAYS TO WELLNESS PROGRAM. AS MANY PEOPLE AGE, MOBILITY BECOMES MORE CHALLENGING. DUE TO GENEROUS COMMUNITY SUPPORT IN 2017, WE INSTALLED ELEVATORS AT TWO HOMES THAT MADE AN IMMEDIATE IMPROVEMENT FOR SEVERAL STRUGGLING TO USE THE STAIRS. OVER $100,000 IN DONATIONS HELPED FUND WELLNESS ACTIVITIES, ELEVATORS, AND LIFTS. ADDITIONAL CONTRIBUTIONS WERE INVESTED IN ADAPTIVE AND ASSISTIVE TECHNOLOGY (E.G. MOBILITY, NAVIGATING, COMMUNICATION, ETC.). 17544623 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 28 0 864 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X MARTHA LARSON 6512425113 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 STEPHEN BAKER CHAIR 1.00 0.20 X X 0 0 0 JONELLE BURNHAM VICE CHAIR 1.00 0.20 X X 0 0 0 MARY KOMORNICKA TREASURER 1.00 0.20 X X 0 0 0 TONY DEROSE SECRETARY 1.00 0.20 X X 0 0 0 MELISSA BAYNE DIRECTOR 1.00 0.00 X 0 0 0 LEAH COOK DIRECTOR 1.00 0.00 X 0 0 0 LAURIE EGGERS DIRECTOR 1.00 0.00 X 0 0 0 PAM GONNELLA DIRECTOR 1.00 0.00 X 0 0 0 GEORDIE GRIFFITHS DIRECTOR 1.00 0.00 X 0 0 0 PAUL HILLEN DIRECTOR 1.00 0.00 X 0 0 0 DENNIS JOLLEY DIRECTOR 1.00 0.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 0.20 X 0 0 0 LISA KROCAK DIRECTOR 1.00 0.00 X 0 0 0 ANNE LOSBY DIRECTOR 1.00 0.00 X 0 0 0 NADINE PAITICH DIRECTOR 1.00 0.20 X 0 0 0 STEVE POLSKI DIRECTOR 1.00 0.00 X 0 0 0 CAROLE LEE RANDALL DIRECTOR 1.00 0.00 X 0 0 0 JULIE MANWORREN PRESIDENT/CEO 38.00 2.00 X 154915 8153 39990 MARTHA LARSON CHIEF FINANCIAL OFFICER 38.00 2.00 X 111520 5869 2871 RODNEY CARLSON CHIEF OPERATIONS OFFICER 38.00 2.00 X 115920 6101 6705 382355 20123 49566 3 0 1 0 ENTERPRISE FM TRUST PO BOX 800089 KANSAS CITY MO 641800089 VEHICLE LEASING 270477 COMPUTER LABS 2273 WATER DRIVE MENDOTA HEIGHTS MN 55120 INFORMATION TECHNOLOGY 225979 HEALTH COUNSELING SERVICES 615 FOREST AVENUE NE MINNEAPOLIS MN 55413 CONTRACT NURSING SERVICES 207231 J ZAC INC 5249 OGREN AVE NE ST MICHAEL MN 55376 RENOVATION & CONSTRUCTION 188114 KINGWOOD MANAGEMENT 14526 61ST COURT N STILLWATER MN 55082 RENOVATION & CONSTRUCTION 181417 9 77431 20880 273711 61085 372022 PROGRAM SERVICE 621610 19386438 19386438 19386438 124911 124911 31000 0 31000 31000 31000 24288 70573 0 44505 24288 26068 50356 50356 212842 20880 73611 139231 139231 387 0 387 387 MANAGEMENT FEES 561000 91816 91816 17257 17257 109073 20213418 19386438 0 454958 452044 394843 57201 11880687 11348767 410437 121483 1170734 1069175 92143 9416 889205 818630 57747 12828 5975 5975 43327 5225 38102 61175 1267 48524 11384 1012363 911373 84302 16688 44768 23519 9392 11857 109526 4808 99926 4792 411620 269020 125311 17289 497429 433352 64077 266299 255163 10392 744 63827 59749 4078 742264 707866 34398 95000 84544 10456 FOOD 691842 691264 578 LICENSE AND PERMITS 450834 450734 100 PROGRAM SUPPLIES 209239 201177 5215 2847 PHONE & TELEVISION 161737 134850 26887 93727 74140 18382 1205 19353622 17544623 1541265 267734 175860 216544 4104542 4567086 1613023 1370639 893 625 305189 270573 18851402 11772490 6950957 7078912 4612964 5271625 493434 545991 86018 62290 234536 305617 18577416 19689902 1955664 1924949 1461218 1168164 3416882 3093113 X 14699037 16104324 71502 102470 389995 389995 15160534 16596789 18577416 19689902 X 859796 637544 -61085 X 0 1 X 1 0 X 395517 313589 126539 363062 372022 1570729 17863497 18627715 19632964 19528317 19599667 95252160 18259014 18941304 19759503 19891379 19971689 96822889 18575 72393 62285 153253 0 18575 72393 62285 153253 96669636 184671 28265 5707 94041 155911 468595 184671 28265 5707 94041 155911 468595 113793 98582 68082 174751 109073 564281 18557478 19068151 19833292 20160171 20236673 97855765 0.98790 0.98850 0.00480 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 493434 78276 19341 6378 545991 475666 855 45207 20497 7797 493434 504200 5825 -10316 19478 4565 475666 493761 2650 31926 19368 4770 504200 412572 29908 74010 18126 4603 493761 0.26000 0.71000 0.03000 1 0 1728790 1728790 13533935 9190135 4343800 1188855 725604 463251 1625038 1357473 267565 774784 499278 275506 7078912 X PART V, LINE 4: DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE USED TO IMPROVE QUALITY OF LIFE FOR THOSE SERVED BY THE ORGANIZATION, PROVIDE EXCEPTIONAL STAFF TRAINING, AND CAPITAL IMPROVEMENTS. PART X, LINE 2: THE CORPORATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. LIVING WELL DISABILITY SERVICES FILES AN INFORMATION RETURN AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. GALA 233722 20880 212842 73611 233722 20880 212842 73611 73611 139231 X X X X X 0 0 0 0 0 0 0 0 0 JULIE MANWORREN PRESIDENT/CEO 154915 8153 0 0 0 0 16349 860 21642 1139 192906 10152 0 0 A DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY 411253302 2013-09-26 2710000 CURRENT REFUNDING OF 1999 BONDS 0 1 0 A 1604126 2710000 54200 2655800 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 17 6827 DONOR PROVIDED VALUE X 160 ESTIMATED VALUE X 14628 ESTIMATED VALUE X 1 2066 AVE LOW AND HIGH VALUE X 2 300 DONOR PROVIDED VALUE X 13 7977 PER POUND/REASONABLENESS X 4 9515 RESEARCH ONLINE FOR VALU X IN HOME GOURMENT DINNERS, GIFT CARDS, ETC 65 19612 DONOR PROVIDED VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE INCLUDES THE OFFICERS OF THE BOARD, THE IMMEDIATE PAST CHAIR WHEN THERE IS ONE, AND ONE OR TWO AT-LARGE DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWERS AND DUTIES VESTED IN IT AS DETERMINED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY ACT IN INTERVALS BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE IS SUBJECT AT ALL TIMES TO THE CONTROL AND DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED, THE FORM 990 WAS REVIEWED ON A LINE-BY-LINE BASIS BY THE CFO AND THEN REVIEWED BY THE CEO. THE FORM 990 WAS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL AT A REGULARLY SCHEDULED BOARD EXECUTIVE COMMITTEE MEETING PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST DOCUMENTS ARE COMPLETED ANNUALLY WITH A REVIEW BY THE PRESIDENT/CEO AND CHAIR OF THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST POLICY APPLIES TO THE PRESIDENT/CEO AND ALL MEMBERS OF THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT WILL REMOVE THEMSELVES FROM DISCUSSION, IF APPLICABLE AND/OR REFRAIN FROM VOTING ON ANY ACTION ITEM WHERE A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. A SALARY STUDY IS CONDUCTED ANNUALLY, AND INCLUDES REVIEWS OF AVAILABLE MARKET DATA, 990 FORMS, AND OTHER APPLICABLE INFORMATION. THE SALARY STUDY IS DOCUMENTED AND PROVIDED TO THE EXECUTIVE COMMITTEE, WHICH REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS DETERMINES COMPENSATION BASED ON PERFORMANCE. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER ARE DETERMINED BY THE PRESIDENT/CEO. ANNUALLY, A REVIEW OF BENCHMARK STUDIES OF SIMILAR ORGANIZATIONS IN THE INDUSTRY AND A REVIEW OF FORM 990'S ARE CONDUCTED BY HUMAN RESOURCES. THE PRESIDENT/CEO DETERMINES ANY ADDITIONAL COMPENSATION BASED ON PERFORMANCE. THIS PROCESS IS COMPLETED ANNUALLY. 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 ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND FORM 990S AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: NON-CASH CONTRIBUTIONS -61,085. DAKOTA'S ADULTS INC 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 411328798 DEVELOPMENTAL DISABILITIES RESIDENTIAL SERVICE PROVIDER MN 501(C)(3) LINE 12A, I LIVING WELL DISABILITY SERVICES 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 DAKOTA'S ADULTS INC L 91816 DIRECT COST OF SERVICES