LIVING WELL DISABILITY SERVICES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIVING WELL DISABILITY SERVICES (EIN 23-7181360)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349302501
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T10:02:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237181360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING WELL DISABILITY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 6516888808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 ONEILL DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GHAZI AKAILVI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6516888808 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD LASSEN | PreparerPersonNm |
| PTIN | P01587992 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE MANWORREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 ONEILL DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,250,166 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIVINGWELL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | DELIVER EXCEPTIONAL SERVICES THAT TRANSFORM THE LIVES OF PEOPLE IMPACTED BY DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 803 | TotalEmployeeCnt |
| Total Volunteers | 201 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $395,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $430,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,838,918 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,478,103 | CYProgramServiceRevenueAmt |
| PY Investment Income | $193,945 | PYInvestmentIncomeAmt |
| CY Investment Income | $208,435 | CYInvestmentIncomeAmt |
| PY Other Revenue | $97,014 | PYOtherRevenueAmt |
| CY Other Revenue | $53,900 | CYOtherRevenueAmt |
| PY Total Revenue | $18,525,394 | PYTotalRevenueAmt |
| CY Total Revenue | $19,170,752 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,455,298 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,143,885 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $241,492 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,260,841 | PYOtherExpensesAmt |
| CY Other Expenses | $5,345,059 | CYOtherExpensesAmt |
| PY Total Expenses | $18,716,139 | PYTotalExpensesAmt |
| CY Total Expenses | $19,488,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$190,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$318,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,484,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,772,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,116,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,689,222 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,368,063 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,082,879 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,794,065 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,923,760 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES: IN 2014, LIVING WELL DISABILITY SERVICES PROVIDED RESIDENTIAL SERVICES AND SUPPORT FOR 203 PEOPLE WITH INTELLECTUAL, PHYSICAL AND DEVELOPMENTAL DISABILITIES LIVING IN 33 GROUP HOMES IN DAKOTA, HENNEPIN, ISANTI, RAMSEY, SHERBURNE AND WRIGHT COUNTIES. OVER 600 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 SUPPORT 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $699,753 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $554,343 | RevenueAmt |
| Desc | CUSTOMIZED SERVICES: IN 2014, LIVING WELL DISABILITY SERVICES PROVIDED SERVICES AND SUPPORT TO 113 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 2014. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,493,818 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 803 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHAZI AKAILVI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512425113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 ONEILL DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ELGIN MANHARD | |||||||
| CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY KOMORNICKA | |||||||
| VICE CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN BAKER | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON SCHULLER | |||||||
| SECRETARY | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE LOSBY | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY BETH DAVIDSON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JONELLE BURNHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA DAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY DEROSE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM GONNELLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KIEFFER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY MCCLUNG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NADINE PAITICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE POLSKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE LEE RANDALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MANWORREN | |||||||
| PRESIDENT/CEO | 38.00 | 2.00 | Yes (X) | $162,758 | $0 | $31,500 | |
| GHAZI AKAILVI | |||||||
| CHIEF FINANCIAL OFFICER | 38.00 | 2.00 | Yes (X) | $122,453 | $0 | $10,916 | |
| JACLYN SCHROEDER | |||||||
| CHIEF DEVELOPMENT OFFICER | 38.00 | 2.00 | Yes (X) | $114,711 | $0 | $12,480 | |
| RODNEY CARLSON | |||||||
| CHIEF OPERATIONS OFFICER | 38.00 | 2.00 | Yes (X) | $113,818 | $0 | $1,536 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $513,740 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,432 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPUTER LABS | |||||
| 2273 WATERS DRIVE | MENDOTA HEIGHTS | MN | 55120 | IT SUPPORT | $305,254 |
| KINGWOOD MANAGEMENT | |||||
| 14526 61ST COURT N | STILLWATER | MN | 55082 | RENOVATION & CONSTRUCTION | $198,886 |
| HEALTH COUNSELING SERV | |||||
| 615 FOREST AVENUE NE | MINNEAPOLIS | MN | 55413 | CONTRACT NURSING SERVICES | $184,979 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL PROCESSING | $111,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $93,062 | FederatedCampaignsAmt |
| Fundraising | $123,678 | FundraisingAmt |
| All Other Contributions | $213,574 | AllOtherContributionsAmt |
| Total Contributions | $430,314 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $18,478,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,478,103 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,478,103 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,265 | TotalRevenueColumnAmt |
| Exclusion | $28,265 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,015 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,845 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,015 | SecuritiesAmt |
| Other | -$1,845 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,170 | TotalRevenueColumnAmt |
| Exclusion | $180,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $123,678 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,569 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,869 | TotalRevenueColumnAmt |
| Exclusion | -$44,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $187 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187 | TotalRevenueColumnAmt |
| Exclusion | $187 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $88,659 | $88,659 |
| INSURANCE REIMBURSEMENT | 561000 | $6,637 | $6,637 |
| OTHER INCOME | 621610 | $3,286 | $3,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $98,582 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,170,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,478,103 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,335 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,627 | TotalAmt |
| Management And General | $279,062 | ManagementAndGeneralAmt |
| Fundraising | $48,565 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,510,534 | TotalAmt |
| Program Services | $10,828,546 | ProgramServicesAmt |
| Management And General | $578,300 | ManagementAndGeneralAmt |
| Fundraising | $103,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,166 | TotalAmt |
| Program Services | $1,353,476 | ProgramServicesAmt |
| Management And General | $51,400 | ManagementAndGeneralAmt |
| Fundraising | $19,290 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,558 | TotalAmt |
| Program Services | $814,939 | ProgramServicesAmt |
| Management And General | $55,629 | ManagementAndGeneralAmt |
| Fundraising | $10,990 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,007 | TotalAmt |
| Management And General | $16,007 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,058 | TotalAmt |
| Management And General | $36,058 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,806 | TotalAmt |
| Program Services | $808,600 | ProgramServicesAmt |
| Management And General | $114,206 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,163 | TotalAmt |
| Management And General | $28,253 | ManagementAndGeneralAmt |
| Fundraising | $1,910 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,493 | TotalAmt |
| Management And General | $273,569 | ManagementAndGeneralAmt |
| Fundraising | $39,924 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,359 | TotalAmt |
| Program Services | $306,607 | ProgramServicesAmt |
| Management And General | $138,245 | ManagementAndGeneralAmt |
| Fundraising | $13,507 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,784 | TotalAmt |
| Program Services | $333,287 | ProgramServicesAmt |
| Management And General | $26,497 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,188 | TotalAmt |
| Program Services | $319,570 | ProgramServicesAmt |
| Management And General | $6,522 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,867 | TotalAmt |
| Management And General | $7,113 | ManagementAndGeneralAmt |
| Fundraising | $754 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,198 | TotalAmt |
| Program Services | $66,899 | ProgramServicesAmt |
| Management And General | $3,299 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,205 | TotalAmt |
| Program Services | $852,617 | ProgramServicesAmt |
| Management And General | $19,588 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,562 | TotalAmt |
| Program Services | $22,641 | ProgramServicesAmt |
| Management And General | $14,921 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $788,759 | $785,877 | $2,882 |
| LICENSE AND PERMITS | $449,516 | $444,693 | $4,823 |
| PROGRAM SUPPLIES | $367,501 | $363,431 | $4,070 |
| PHONE & TELEVISION | $106,747 | $106,747 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,846 | TotalAmt |
| Program Services | $85,888 | ProgramServicesAmt |
| Management And General | $93,190 | ManagementAndGeneralAmt |
| Fundraising | $2,768 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,488,944 | TotalAmt |
| Program Services | $17,493,818 | ProgramServicesAmt |
| Management And General | $1,753,634 | ManagementAndGeneralAmt |
| Fundraising | $241,492 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,271,714 | BOYAmt |
| EOY | $2,993,197 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,739 | BOYAmt |
| EOY | $334,153 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,532,876 | BOYAmt |
| EOY | $1,657,546 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193 | BOYAmt |
| EOY | $1,324 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,855 | BOYAmt |
| EOY | $236,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,949,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,611,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,951,661 | BOYAmt |
| EOY | $6,337,922 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,294,869 | BOYAmt |
| EOY | $4,464,604 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,761 | BOYAmt |
| EOY | $504,200 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,571 | BOYAmt |
| EOY | $125,725 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,093 | BOYAmt |
| EOY | $117,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,484,332 | BOYAmt |
| EOY | $16,772,101 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,522 | BOYAmt |
| EOY | $1,392,555 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,500 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,642,247 | BOYAmt |
| EOY | $2,296,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,269 | BOYAmt |
| EOY | $3,689,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,933,657 | BOYAmt |
| EOY | $12,627,035 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,741 | BOYAmt |
| EOY | $72,529 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,665 | BOYAmt |
| EOY | $383,315 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,368,063 | BOYAmt |
| EOY | $13,082,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,484,332 | BOYAmt |
| EOY | $16,772,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$318,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,008 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $395,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,589 | CurrentTaxYearAmt |
| Total | $1,625,101 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,247,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,466,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,413,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,863,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,627,715 | CurrentTaxYearAmt |
| Total | $88,619,031 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,611,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,670,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,761,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,259,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,941,304 | CurrentTaxYearAmt |
| Total | $90,244,132 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $90,244,132 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,265 | CurrentTaxYearAmt |
| Total | $650,293 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,265 | CurrentTaxYearAmt |
| Total | $650,293 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,582 | CurrentTaxYearAmt |
| Total | $722,177 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,055,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,936,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,999,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,557,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,068,151 | CurrentTaxYearAmt |
| Total | $91,616,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98260 | PublicSupportPY509Pct |
| Investment Income CY | 0.00710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00860 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME MANAGEMENT FEES INSURANCE REIMBURSEMENT | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $493,761 | BeginningYearBalanceAmt |
| Contributions | $2,650 | ContributionsAmt |
| Investment Earnings Or Losses | $31,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,368 | OtherExpendituresAmt |
| Administrative Expenses | $4,770 | AdministrativeExpensesAmt |
| End Year Balance | $504,200 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $412,572 | BeginningYearBalanceAmt |
| Contributions | $29,908 | ContributionsAmt |
| Investment Earnings Or Losses | $74,010 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,126 | OtherExpendituresAmt |
| Administrative Expenses | $4,603 | AdministrativeExpensesAmt |
| End Year Balance | $493,761 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,955 | BeginningYearBalanceAmt |
| Contributions | $3,800 | ContributionsAmt |
| Investment Earnings Or Losses | $48,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,822 | OtherExpendituresAmt |
| Administrative Expenses | $4,492 | AdministrativeExpensesAmt |
| End Year Balance | $412,572 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,095 | BeginningYearBalanceAmt |
| Contributions | $131,926 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,514 | OtherExpendituresAmt |
| End Year Balance | $383,955 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,096 | BeginningYearBalanceAmt |
| Contributions | $13,015 | ContributionsAmt |
| Investment Earnings Or Losses | $31,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,622 | OtherExpendituresAmt |
| End Year Balance | $271,095 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,043,037 | OtherCostOrOtherBasisAmt |
| Book Value | $1,043,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,224,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,723,545 | DepreciationAmt |
| Book Value | $4,500,724 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,073,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $546,657 | DepreciationAmt |
| Book Value | $526,343 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,603,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,389,205 | DepreciationAmt |
| Book Value | $214,284 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,005,386 | OtherCostOrOtherBasisAmt |
| Depreciation | $951,852 | DepreciationAmt |
| Book Value | $53,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,337,922 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, INC. 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. THE CORPORATION'S TAX YEARS PRIOR TO 2011 ARE NO LONGER OPEN TO EXAMINATION BY THE IRS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $142,925 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $113,225 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,885 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,496 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $20,138 | OtherDirectExpensesEvent1Amt |
| Event2 | PURSUIT OF LIVING WELL | Event2Nm |
| Gross Receipts Event2 | $13,253 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,453 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,800 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,185 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $12,359 | NonCashPrizesEvent2Amt |
| Entertainment Event2 | $16,484 | EntertainmentEvent2Amt |
| Gross Receipts Total | $156,178 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $123,678 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,500 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,185 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $12,359 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,885 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,496 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,984 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,138 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,047 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,547 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MANWORREN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $159,941 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,817 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $19,339 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,161 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,258 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 411253302 | BondIssuerEIN |
| Bond Issued | 2013-09-26 | BondIssuedDt |
| Issue Price | $2,710,000 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING OF 1999 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $413,332 | RetiredAmt |
| Total Proceeds | $2,710,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $54,200 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $2,655,800 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 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 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. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF DEVELOPMENT OFFICER ARE DETERMINED BY THE PRESIDENT/CEO. IN 2011, A CONSULTANT WAS HIRED TO DO A SALARY STUDY INCLUDING THESE POSITIONS. THE STUDY INCLUDED SIMILAR ORGANIZATIONS IN THE INDUSTRY, REVIEW OF 990'S, AND A PHONE SURVEY CONDUCTED BY THE CONSULTANT. THE PRESIDENT/CEO DETERMINES ANY ADDITIONAL COMPENSATION BASED ON PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS AVAILABLE UPON REQUEST AND ON WWW.GUIDESTAR.ORG. THE FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA'S ADULTS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 ONEILL DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411328798 | EIN |
| Primary Activities | DEVELOPMENTAL DISABILITIES RESIDENTIAL SERVICE PROVIDER | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING WELL DISABILITY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA'S ADULTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $88,659 | InvolvedAmt |
| Method Of Amount Determination | DIRECT COST OF SERVICES | MethodOfAmountDeterminationTxt |
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