2015-05-14T10:02:07-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 237181360 LIVING WELL DISABILITY SERVICES LIVI 6516888808 680 ONEILL DRIVE EAGAN MN 55121 GHAZI AKAILVI CFO 6516888808 2015-05-13 1 CHAD LASSEN P01587992 6123764500 2014 2016-02-25 16:41:14Z JULIE MANWORREN 680 ONEILL DRIVE EAGAN MN 55121 19250166 0 X WWW.LIVINGWELL.ORG X 1972 MN DELIVER EXCEPTIONAL SERVICES THAT TRANSFORM THE LIVES OF PEOPLE IMPACTED BY DISABILITIES. 15 15 803 201 0 0 395517 430314 17838918 18478103 193945 208435 97014 53900 18525394 19170752 0 0 0 0 13455298 14143885 0 0 241492 5260841 5345059 18716139 19488944 -190745 -318192 17484332 16772101 4116269 3689222 13368063 13082879 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 16794065 0 17923760 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. 699753 0 554343 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. 17493818 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 24 0 803 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X GHAZI AKAILVI 6512425113 680 ONEILL DRIVE EAGAN MN 55121 ELGIN MANHARD CHAIR 1.00 0.50 X X 0 0 0 MARY KOMORNICKA VICE CHAIR 1.00 0.50 X X 0 0 0 STEPHEN BAKER TREASURER 1.00 0.50 X X 0 0 0 JASON SCHULLER SECRETARY 1.00 0.50 X X 0 0 0 ANNE LOSBY IMMEDIATE PAST CHAIR 1.00 0.50 X X 0 0 0 MARY BETH DAVIDSON DIRECTOR 1.00 0.50 X 0 0 0 JONELLE BURNHAM DIRECTOR 1.00 X 0 0 0 THERESA DAVIS DIRECTOR 1.00 X 0 0 0 TONY DEROSE DIRECTOR 1.00 X 0 0 0 PAM GONNELLA DIRECTOR 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 X 0 0 0 DAVID KIEFFER DIRECTOR 1.00 X 0 0 0 DOROTHY MCCLUNG DIRECTOR 1.00 X 0 0 0 NADINE PAITICH DIRECTOR 1.00 X 0 0 0 STEVE POLSKI DIRECTOR 1.00 X 0 0 0 CAROLE LEE RANDALL DIRECTOR 1.00 X 0 0 0 JULIE MANWORREN PRESIDENT/CEO 38.00 2.00 X 162758 0 31500 GHAZI AKAILVI CHIEF FINANCIAL OFFICER 38.00 2.00 X 122453 0 10916 JACLYN SCHROEDER CHIEF DEVELOPMENT OFFICER 38.00 2.00 X 114711 0 12480 RODNEY CARLSON CHIEF OPERATIONS OFFICER 38.00 2.00 X 113818 0 1536 513740 0 56432 4 0 1 0 COMPUTER LABS 2273 WATERS DRIVE MENDOTA HEIGHTS MN 55120 IT SUPPORT 305254 KINGWOOD MANAGEMENT 14526 61ST COURT N STILLWATER MN 55082 RENOVATION & CONSTRUCTION 198886 HEALTH COUNSELING SERV 615 FOREST AVENUE NE MINNEAPOLIS MN 55413 CONTRACT NURSING SERVICES 184979 ADP INC PO BOX 842875 BOSTON MA 02284 PAYROLL PROCESSING 111977 4 93062 123678 213574 430314 PROGRAM SERVICE 621610 18478103 18478103 18478103 28265 28265 182015 0 1845 182015 -1845 180170 180170 32700 123678 77569 -44869 -44869 187 0 187 187 MANAGEMENT FEES 561000 88659 88659 INSURANCE REIMBURSEMENT 561000 6637 6637 OTHER INCOME 621610 3286 3286 98582 19170752 18478103 0 262335 327627 279062 48565 11510534 10828546 578300 103688 1424166 1353476 51400 19290 881558 814939 55629 10990 16007 16007 36058 36058 922806 808600 114206 30163 28253 1910 313493 273569 39924 458359 306607 138245 13507 359784 333287 26497 326188 319570 6522 96 7867 7113 754 70198 66899 3299 872205 852617 19588 37562 22641 14921 FOOD 788759 785877 2882 LICENSE AND PERMITS 449516 444693 4823 PROGRAM SUPPLIES 367501 363431 4070 PHONE & TELEVISION 106747 106747 181846 85888 93190 2768 19488944 17493818 1753634 241492 3271714 2993197 566739 334153 1532876 1657546 1193 1324 215855 236333 16949181 10611259 6951661 6337922 4294869 4464604 493761 504200 145571 125725 10093 117097 17484332 16772101 1406522 1392555 67500 2642247 2296667 4116269 3689222 X 12933657 12627035 53741 72529 380665 383315 13368063 13082879 17484332 16772101 -318192 33008 0 X 0 1 X 1 0 X 363678 204136 348181 395517 313589 1625101 17247599 17466591 17413629 17863497 18627715 88619031 17611277 17670727 17761810 18259014 18941304 90244132 0 0 0 90244132 150907 140920 145530 184671 28265 650293 150907 140920 145530 184671 28265 650293 293485 124590 91727 113793 98582 722177 18055669 17936237 17999067 18557478 19068151 91616602 0.98500 0.98260 0.00710 0.00860 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 493761 2650 31926 19368 4770 504200 412572 29908 74010 18126 4603 493761 383955 3800 48131 18822 4492 412572 271095 131926 -2552 16514 383955 239096 13015 31606 12622 271095 0.23470 0.76030 0.00500 1 0 1043037 1043037 12224269 7723545 4500724 1073000 546657 526343 1603489 1389205 214284 1005386 951852 53534 6337922 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, 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. GALA 142925 113225 29700 12885 12496 500 20138 PURSUIT OF LIVING WELL 13253 10453 2800 1185 12359 16484 156178 123678 32500 1185 12359 12885 12496 16984 20138 76047 -43547 X X X X X 0 0 0 0 0 0 0 0 0 JULIE MANWORREN PRESIDENT/CEO 159941 0 0 0 2817 0 19339 0 12161 0 194258 0 0 0 A DAKOTA COUNTY COMMUNITY DEVELOPMENT AGENCY 411253302 2013-09-26 2710000 CURRENT REFUNDING OF 1999 BONDS 0 1 0 A 413332 2710000 54200 2655800 1 0 1 1 A 0 1 0 0 0 0 0 0 1 A 1 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. DAKOTA'S ADULTS INC 680 ONEILL DRIVE EAGAN MN 55121 411328798 DEVELOPMENTAL DISABILITIES RESIDENTIAL SERVICE PROVIDER MN 501(C)(3) LINE 11A, 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 88659 DIRECT COST OF SERVICES