2017-05-11T15:32:10-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-01-01 237181360 LIVING WELL DISABILITY SERVICES LIVI 6516888808 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 MARTHA LARSON CHIEF FINANCIAL OFFICER 6516888808 2017-05-08 1 CHAD LASSEN P01587992 6123764500 67.137.57.251 2017-05-08 20:45:30 CD P D843057E411E2F8A0C95144B413FDF80F48E010B B4CEFC48486AD23E31E8D5C62CADEAB4C6800BE3 2016 2021-01-29 14:40:06Z X JULIE MANWORREN 1168 NORTHLAND DRIVE MENDOTA HEIGHTS MN 55120 21917402 0 X WWW.LIVINGWELL.ORG X 1972 MN DELIVER EXCEPTIONAL SERVICES THAT TRANSFORM THE LIVES OF PEOPLE IMPACTED BY DISABILITIES. 17 17 784 251 0 0 231652 363062 19307404 19494951 94081 1690233 228804 140766 19861941 21689012 0 0 0 0 14403952 14422171 0 0 229334 5358346 5343732 19762298 19765903 99643 1923109 16745466 18577416 3651360 3416882 13094106 15160534 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 16975609 0 18910102 SEE SCHEDULE O 707317 0 584849 SEE SCHEDULE O 17682926 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 0 0 0 0 0 1 1 1 0 0 1 28 0 784 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 MARY BETH DAVIDSON DIRECTOR 1.00 0.00 X 0 0 0 TONY DEROSE 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 DAVID JONES DIRECTOR 1.00 0.20 X 0 0 0 DAVID KIEFFER DIRECTOR 1.00 0.00 X 0 0 0 LISA KROCAK 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 ELGIN MANHARD IMMEDIATE PAST CHAIR 1.00 0.20 X 0 0 0 JULIE MANWORREN PRESIDENT/CEO 38.00 2.00 X 147300 7753 43991 MARTHA LARSON CHIEF FINANCIAL OFFICER 38.00 2.00 X 73884 3889 5963 RODNEY CARLSON CHIEF OPERATIONS OFFICER 38.00 2.00 X 106431 5602 20650 327615 17244 70604 2 0 1 0 MN DEPARTMENT OF HUMAN SERVICES PO BOX 64835 ST PAUL MN 551640836 SUPPORT SERVICES 454356 COMPUTER LABS 2273 WATER DRIVE MENDOTA HEIGHTS MN 55120 INFORMATION TECHNOLOGY 268577 ENTERPRISE FM TRUST PO BOX 800089 KANSAS CITY MO 641800089 TRANSPORTATION SERVICES 240670 HEALTH COUNSELING SERVICES 615 FOREST AVENUE NE MINNEAPOLIS MN 55413 CONTRACT NURSING SERVICES 227536 KINGWOOD MANAGEMENT 14526 61ST COURT N STILLWATER MN 55082 RENOVATION & CONSTRUCTION 184496 7 78875 156047 128140 17251 363062 PROGRAM SERVICE 621610 19494951 19494951 19494951 94041 94041 63308 1693923 38314 122725 24994 1571198 1596192 1596192 33251 156047 67351 -34100 -34100 115 0 115 115 MANAGEMENT FEES 561000 89400 89400 INSURANCE REIMBURSEMENT 561000 62580 62580 OTHER INCOME 621610 22771 22771 174751 21689012 19494951 0 1830999 394689 341114 53575 11745363 11133731 511701 99931 1385650 1373703 11947 896469 824760 63093 8616 3601 3601 54930 54930 962868 826681 123279 12908 55129 35996 19133 119925 103991 15934 628820 326432 285222 17166 453157 436125 17032 253422 245143 8279 9787 9116 671 65523 63995 1528 745821 731825 13996 34654 23008 11646 FOOD 758741 758051 690 LICENSE AND PERMITS 425664 424126 1538 PROGRAM SUPPLIES 358465 355554 2911 413225 159792 252033 1400 19765903 17682926 1853643 229334 272019 175860 3560674 4104542 1616340 1613023 1479 893 336818 305189 18338546 11387589 5750424 6950957 4438186 4612964 475666 493434 105869 86018 187991 234536 16745466 18577416 1693064 1955664 1958296 1461218 3651360 3416882 X 12634488 14699037 70478 71502 389140 389995 13094106 15160534 16745466 18577416 1923109 141449 1870 0 X 0 1 X 1 0 X 348181 395517 313589 126539 363062 1546888 17413629 17863497 18627715 19632964 19528317 93066122 17761810 18259014 18941304 19759503 19891379 94613010 18575 72393 90968 0 18575 72393 90968 94522042 145530 184671 28265 5707 94041 458214 145530 184671 28265 5707 94041 458214 91727 113793 98582 68082 174751 546935 17999067 18557478 19068151 19833292 20160171 95618159 0.98850 0.98910 0.00480 0.00540 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME MANAGEMENT FEES INSURANCE REIMBURSEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 475666 855 45207 20497 7797 493434 504200 5825 -10316 19478 4565 475666 493761 2650 31926 19368 4770 504200 412572 29908 74010 18126 4603 493761 383955 3800 48131 18822 4492 412572 0.20660 0.79040 0.00300 1 0 1584791 1584791 13077898 8643674 4434224 1132399 661472 470927 2009545 1571249 438296 533913 511194 22719 6950957 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 189298 156047 33251 17537 8660 13856 8775 18523 189298 156047 33251 17537 8660 13856 8775 18523 67351 -34100 X X X X X 0 0 0 0 0 0 0 0 0 JULIE MANWORREN PRESIDENT/CEO 147300 7753 0 0 0 0 11389 599 30403 1600 189092 9952 0 0 A DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY 411253302 2013-09-26 2710000 CURRENT REFUNDING OF 1999 BONDS 0 1 0 A 1248783 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 FORM 990, PART III, LINE 4A RESIDENTIAL SERVICES: IN 2016, LIVING WELL DISABILITY SERVICES PROVIDED RESIDENTIAL SERVICES AND SUPPORTS FOR 190 PEOPLE WITH INTELLECTUAL, PHYSICAL AND DEVELOPMENTAL DISABILITIES LIVING IN 33 GROUP HOMES IN DAKOTA, HENNEPIN, ISANTI, RAMSEY, SHERBURNE AND WRIGHT COUNTIES. OVER 700 WELL TRAINED, FULL AND PART TIME STAFF PROVIDED SUPPORT ON A 24/7 BASIS. 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. LIVING WELL DISABILITY SERVICES IS EVOLVING OUR SERVICES AS THOSE WE SERVE EXPERIENCE A VARIETY OF AGE-RELATED ISSUES INCLUDING DEMENTIA AND ALZHEIMER'S. LIVING WELL DISABILITY SERVICES IS RECOGNIZED AS A HIGH QUALITY PROVIDER SPECIFICALLY FOR THOSE WHO ARE MEDICALLY FRAGILE AND OTHERWISE DIFFICULT TO SERVE IN TYPICAL RESIDENTIAL OR COMMUNITY SETTINGS. WELLNESS PROGRAMMING CONTRIBUTES TO SUCCESS THROUGH EXERCISE AND PHYSICAL FITNESS, NUTRITIOUS MENUS, PET THERAPY, RECREATIONAL THERAPY, AND VOLUNTEER OPPORTUNITIES THAT OFFER MEANINGFUL COMMUNITY ENGAGEMENT. FORM 990, PART III, LINE 4B CUSTOMIZED SERVICES: IN 2016, LIVING WELL DISABILITY SERVICES PROVIDED SERVICES AND SUPPORTS TO 115 INDIVIDUALS AND THEIR FAMILIES. CUSTOMIZED SERVICES INCLUDES IN-HOME FAMILY SUPPORT (IHFS), INDEPENDENT LIVING SERVICES (ILS) AND SEMI-INDEPENDENT LIVING SERVICES (SILS) AND WAS PROVIDED TO INDIVIDUALS IN DAKOTA, RAMSEY, HENNEPIN, WASHINGTON, PINE, AND OLMSTEAD COUNTIES IN 2016. WELLNESS PROGRAMMING IS CORE TO THE SERVICES WE PROVIDE AND 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. 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 CHIEF FINANCIAL OFFICER AND THEN REVIEWED BY THE PRESIDENT/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. CONFLICTS OF INTEREST ARE THEN DETERMINED BY REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT/CEO IS DETERMINED BY THE BOARD OF DIRECTORS. IN 2011, LIVING WELL DISABILITY SERVICES HIRED A CONSULTANT TO DO A SALARY STUDY ON THE POSITION AND SALARY RANGES. THIS INCLUDED SIMILAR ORGANIZATIONS IN THE INDUSTRY, REVIEW OF FORM 990'S, AND A PHONE SURVEY CONDUCTED BY THE CONSULTANT. THE RECOMMENDATION FOR THE SALARY WAS REVIEWED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS DETERMINES ANY ADDITIONAL COMPENSATION BASED ON PERFORMANCE. THE SALARY SURVEY IS DOCUMENTED. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2016. 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. 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 89400 DIRECT COST OF SERVICES