2014-05-14T15:30:41-05:00 2013-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-07-01 930502822 LIFEWORKS NW LIFE 5036453581 14600 NW CORNELL ROAD PORTLAND OR 972295442 CONNIE DUNKLE-WEYRAUCH 5036453581 2014-05-09 1 ROBERT M PRILL P00236613 5032205900 2012 2015-11-30 17:44:51Z MARY MONNAT 14600 NW CORNELL ROAD PORTLAND OR 972295442 32407252 0 X WWW.LIFEWORKSNW.ORG X 1961 OR PROVIDES COMMUNITY-BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES TO THE COMMUNITY. 18 18 852 140 0 0 11869711 13223629 19198234 18924469 46449 34028 198073 166667 31312467 32348793 0 0 0 0 24433350 25209010 0 0 503432 6522193 6933952 30955543 32142962 356924 205831 16797482 24790247 3455272 8891289 13342210 15898958 X OUR MISSION AT LIFEWORKS NW IS TO PROMOTE A HEALTHY COMMUNITY BY PROVIDING QUALITY AND CULTURALLY RESPONSIVE MENTAL HEALTH AND ADDICTION SERVICES ACROSS THE LIFESPAN. (CONTINUED ON SCHEDULE O.)IN THE LAST YEAR, LIFEWORKS NW OPERATED TEN SITES IN WASHINGTON COUNTY, ELEVEN IN MULTNOMAH COUNTY, AND TWO IN CLACKAMAS COUNTY. THE ORGANIZATION'S 600+ STAFF SERVES OVER 17,000 CLIENTS YEARLY; THE MAJORITY FROM IMPOVERISHED, UNDER-SERVED POPULATIONS. OUR PROGRAMS ARE DESIGNED TO MEET THE SPECIFIC NEEDS OF THE COMMUNITIES IN WHICH THEY ARE OFFERED, AND WE STRIVE TO BE A DYNAMIC AND FORWARD-THINKING CONTRIBUTOR TO THE HEALTH OF OUR REGION. 0 0 19757781 13795091 MENTAL HEALTH SERVICES - LIFEWORKS NW MENTAL HEALTH SERVICES SUPPORT CHILDREN FROM AS YOUNG AS THREE UP TO YOUNG ADULTS, WHETHER THEY NEED FOSTER CARE, OUTPATIENT THERAPY, OR A MORE STRUCTURED DAY TREATMENT PROGRAM. WE BELIEVE IN INVOLVING THE ENTIRE FAMILY WHENEVER APPROPRIATE AND WORK HARD TO KEEP CHILDREN OR YOUTH IN THEIR HOMES, LOCAL SCHOOLS, AND COMMUNITY.LIFEWORKS NW OFFERS A WIDE ARRAY OF OPTIONS FOR INDIVIDUALS, FAMILIES, ADULTS AND OLDER ADULTS WHO SEEK COUNSELING SERVICES. WE TAILOR OUR PROGRAMS TO A WIDE RANGE OF NEEDS. WE PROVIDE A MENU OF SERVICES FROM OUTPATIENT COUNSELING TO RESIDENTIAL TREATMENT FACILITIES. WE ALSO PROVIDE SUPPORTED EMPLOYMENT AND LONGER TERM SERVICES FOR CLIENTS WHO NEED THEM. 6380550 2436499 ADDICTION SERVICES - WE OFFER PROVEN ALCOHOL AND DRUG TREAMENT PROGRAMS FOR YOUTH AGES 12 TO 21 AND THEIR FAMILIES. WE COORDINATE OUR EFFORTS WITH SCHOOLS, JUVENILE JUSTICE, FAMILY AND FRIENDS TO DEVELOP LIFE-LONG RECOVERY AND SUPPORT FOR EACH YOUNG PERSON IN OUR CARE. WITH PROGRAMS GROUNDED IN EVIDENCE-BASED PRACTICE, LIFEWORKS NW IS THE LEADING PORTLAND METRO AREA ADDICTION PROVIDER WITH THE LARGEST NUMBER AND VARIETY OF SERVICES. WE ALSO PROVIDE CULTURALLY SPECIFIC TREATMENT FOR AFRICAN-AMERICAN AND LATINO YOUTH. LIFEWORKS NW PROVIDES ADDICTION SERVICES FOR ADULTS FROM BASIC OUTPATIENT THERAPY TO MORE EXTENSIVE DAY AND RESIDENTIAL PROGRAMS. (CONTINUED ON SCHEDULE O).WE ALSO PROVIDE A RANGE OF TREATMENT FOR THOSE STRUGGLING WITH PROBLEM GAMBLING - BOTH THE GAMBLER AND HIS OR HER FAMILY. OTHER SERVICES INCLUDE WOMEN'S INTENSIVE SERVICES, RESIDENTIAL TREATMENT AND TRANSITIONAL HOUSING AND HELP FOR THOSE WITHIN THE CRIMINAL JUSTICE SYSTEM. WE USE A NUMBER OF RESEARCH-BASED THERAPEUTIC MODELS SUCH AS COGNITIVE BEHAVIORAL THERAPY AND MOTIVATIONAL THERAPY TO SUPPORT OUR CLIENTS AND INCREASE THEIR PARTICIPATION IN TREATMENT. 2644415 2723625 PREVENTION SERVICES - WE BELIEVE IT IS CRITICAL TO REACH CHILDREN AND YOUTH EARLY IN ORDER TO GET IN FRONT OF MENTAL HEALTH OR ADDICTION ISSUES. OUR COMMUNITY BASED SERVICES ARE LOCATED IN A VARIETY OF VENUES ACROSS THE TRI-COUNTY AREA. OUR HOME-BASED SERVICES PROVIDE SUPPORT FOR FAMILIES, YOUTH AND PARENTS, BUILDING ON THEIR CURRENT STRENGTHS. OUR SCHOOL BASED SERVICES WORK IN PARTNERSHIP WITH SEVERAL AREA SCHOOL DISTRICTS, TO PROVIDE PREVENTION EDUCATION AND SKILL-BUILDING SUPPORT FOR CHILDREN AND THEIR FAMILIES IN THEIR SCHOOLS. WE PROVIDE PARENTING EDUCATION IN THE COMMUNITY AND IN FAMILIES' HOMES. IN ADDITION, WE OPERATE TWO CHILDREN'S RELIEF NURSERIES. 28782746 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 93 0 852 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X CONNIE DUNKLE-WEYRAUCH 5036453581 14600 NW CORNELL ROAD PORTLAND OR 97229 SCOTT ANDREWS 1.00 X X 0 0 0 DAVID LIPPOFF 1.00 X X 0 0 0 SUSAN POPP 1.00 X X 0 0 0 ELISE MCCLURE 1.00 X X 0 0 0 JUDY ETZEL SAMPLES 1.00 X 0 0 0 MICHAEL ALEXANDER 1.00 X 0 0 0 BRUCE CAHN 1.00 X 0 0 0 JANIS FUJII 1.00 X 0 0 0 MICHELLE HARPER 1.00 X 0 0 0 KIM HEITING 1.00 X 0 0 0 MATT MATTECHECK 1.00 X 0 0 0 JOCELYNNE MCADORY 1.00 X 0 0 0 TIM MCMAHAN 1.00 X 0 0 0 WAYNE PIPES 1.00 X 0 0 0 JIM PIRO 1.00 X 0 0 0 FRANCES PORTILLO 1.00 X 0 0 0 MICHAEL RAINS 1.00 X 0 0 0 JEFF UNCAPHER 1.00 X 0 0 0 MARY MONNAT 40.00 X 164418 0 23641 CONNIE DUNKLE-WEYRAUCH 40.00 X 128214 0 15777 HARRY BORCHERDING II 40.00 X 102476 0 4047 395108 0 43465 3 0 1 0 JOHN GALE MD 4529 SW PATRICK PLACE PORTLAND OR 97239 PSYCHIATRIC SERVICES 136225 CANDACE K MCKANNA 2626 SW BUCKINGHAM AVENUE PORTLAND OR 97201 PSYCHIATRIC SERVICES 109050 2 229854 10479284 2514491 67564 13223629 CONTRACTS & PATIENT FEES 624100 18924469 18924469 18924469 55084 55084 153004 0 153004 153004 153004 21056 -21056 -21056 -21056 20320 229854 37403 -17083 -17083 MISCELLANEOUS 624100 30746 30746 30746 32348793 18955215 0 169949 345829 345829 19728885 17924657 1485866 318362 426722 406161 13347 7214 2797938 2514059 239226 44653 1909636 1708464 170828 30344 1300425 1182216 118209 6897 6170 617 110 2059912 1842908 184272 32732 482706 431855 43181 7670 57100 51085 5108 907 51757 46305 4630 822 444103 397318 39728 7057 54806 49032 4903 871 SUPPLIES 1101785 985717 98561 17507 TELEPHONE 505481 452231 45218 8032 PROVISION FOR BAD DEBT 460779 438155 22624 REPAIRS AND MAINTENANCE 231838 207415 20739 3684 176363 138998 13898 23467 32142962 28782746 2856784 503432 13228 14283 1665740 1099135 201109 554916 4137737 4026470 993109 676303 14687674 5264735 6925485 9422939 2861074 3244066 160000 0 5592135 16797482 24790247 2389063 2181910 756966 580632 303067 5939374 6176 189373 3455272 8891289 X 12466557 13649864 405399 1778840 470254 470254 13342210 15898958 16797482 24790247 X 205831 327567 2023350 X X 0 1 X 1 1 1 X 17178132 15440282 12914765 11869711 13243949 70646839 12382458 13715344 17092398 19198234 18924469 81312903 29560590 29155626 30007163 31067945 32168418 151959742 11541 6100 15120 88417 26543 147721 0 11541 6100 15120 88417 26543 147721 151812021 63858 45699 194088 254053 208088 765786 63858 45699 194088 254053 208088 765786 2838 2519 2338 3031 30746 41472 29627286 29203844 30203589 31325029 32407252 152767000 0.99370 0.99440 0.00500 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 909186 88825 998011 911847 -2661 909186 784506 5000 122341 911847 720496 64010 784506 782466 24712 -86682 720496 0.26000 0.27000 0.47000 0 0 1769111 1769111 9781735 2732756 7048979 2713405 2180775 532630 423423 351204 72219 9422939 NOTE RECEIVABLE 5592135 5592135 GIFT ANNUITY PAYABLE 6361 LINE OF CREDIT 183012 189373 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT IS DESIGNED TO PROVIDE LONG-TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. ANNUAL BREAKFAST 171691 171691 13988 IRON CHEF 78483 58163 20320 1800 21615 250174 229854 20320 15788 21615 37403 -17083 X X X X 0 0 0 0 0 0 0 0 0 MARY MONNAT 164418 0 0 0 0 0 17708 0 5933 0 188059 0 0 0 X PROPERTY AND EQUIPMENT 1 33950 FAIR MARKET VALUE X TOYS, CLOTHING AND OTHER SUPPLIES 310 33614 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS REVIEWED PRIOR TO FILING BY MANAGEMENT OF THE ORGANIZATION, AS WELL AS BY THE AUDIT COMMITTEE. IN ADDITION, A COPY OF THE 990 WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT IS COMPLETED/SIGNED ANNUALLY BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD EXECUTIVE COMMITTEE. COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS IS UTILIZED IN DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. COMPENSATION FOR OTHER KEY EMPLOYEES IS SET BY MANAGEMENT, AND IS ESTABLISHED BY REFERENCE TO COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 CAN BE OBTAINED FROM THE WEBSITE WWW.GUIDESTAR.ORG, OR FROM THE ORGANIZATION UPON REQUEST. OTHER GOVERNING DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ACQUISITION OF CHILDREN'S RELIEF NURSERY 2,023,350. FORM 990, PART XI, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS' THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION. LIFEWORKS NW SOLUTIONS 14600 NW CORNELL ROAD PORTLAND OR 97229 462163414 SUPPORTING ORGANIZATION OF LIFEWORKS NW OR 501(C)(3) LINE 11A, I LIFEWORKS NW 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LIFEWORKS NW SOLUTIONS B 160000 FAIR MARKET VALUE