2013-05-15T16:01:27-05:00 2012-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2011-07-01 930502822 LIFEWORKS NW LIFE 5036453581 14600 NW CORNELL ROAD PORTLAND OR 972295442 CONNIE DUNKLE-WEYRAUCH 5036453581 2013-05-15 1 ROBERT M PRILL P00236613 5032205900 2011 2016-02-24 21:20:13Z MARY MONNAT 14600 NW CORNELL ROAD PORTLAND OR 972295442 31325029 0 X WWW.LIFEWORKSNW.ORG X 1961 OR PROVIDES COMMUNITY-BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES TO THE COMMUNITY. 15 15 795 65 0 0 330097 11869711 29677066 19198234 17687 46449 162823 198073 30187673 31312467 0 0 0 0 22433028 24433350 0 0 378756 6887183 6522193 29320211 30955543 867462 356924 16572364 16797482 3539434 3455272 13032930 13342210 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, TEN IN MULTNOMAH COUNTY, AND ONE IN CLACKAMAS COUNTY. THE ORGANIZATION'S 550+ STAFF SERVES OVER 16,500 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 19754552 13578643 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 KIDS 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. 6037154 4249997 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 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 SERVICE 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. 1990300 1372625 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 AT LOW-INCOME PUBLIC HOUSING SITES. 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. 27782006 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 795 1 0 0 0 0 0 0 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 1 0 OR X CONNIE DUNKLE-WEYRAUCH 5036453581 14600 NW CORNELL ROAD PORTLAND OR 97229 KEITH WHITE 1.00 X X 0 0 0 SCOTT ANDREWS 1.00 X X 0 0 0 DOTTI COWART 1.00 X X 0 0 0 ROY KIM 1.00 X X 0 0 0 DAVID LIPPOFF 1.00 X 0 0 0 BARBARA ALBERTY 1.00 X 0 0 0 MICHAEL ALEXANDER 1.00 X 0 0 0 JOE BLOOM MD 1.00 X 0 0 0 MICHELLE HARPER 1.00 X 0 0 0 ELISE MCCLURE 1.00 X 0 0 0 TIM MCMAHAN 1.00 X 0 0 0 JIM PIRO 1.00 X 0 0 0 SUSAN POPP 1.00 X 0 0 0 JUDY ETZEL SAMPLES 1.00 X 0 0 0 JEFF UNCAPHER 1.00 X 0 0 0 MARY MONNAT 40.00 X 171862 0 18637 CONNIE DUNKLE-WEYRAUCH 40.00 X 120348 0 15465 LISA BOYD 40.00 X 189341 0 8772 NEMECIA SALINDONG-DARIO 40.00 X 111161 0 9834 592712 0 52708 4 0 1 0 OHSU 3181 SW SAM JACKSON PARK RD PORTLAND OR 972393098 PSYCHIATRISTS / MEDICAL DIRECTOR 473386 1 153792 10761754 954165 11729 11869711 CONTRACTS & PATIENT FE 624100 19198234 19198234 19198234 46449 46449 207604 0 207604 207604 207604 0 153792 12562 -12562 -12562 MISCELLANEOUS 624100 3031 3031 3031 31312467 19201265 0 241491 332828 332828 19148370 17463156 1447136 238078 435930 415184 15086 5660 2756866 2482514 240507 33845 1759356 1579871 157946 21539 1449660 1301770 130143 17747 16228 14572 1457 199 2149689 1930384 192988 26317 499012 448104 44799 6109 68690 61682 6167 841 10146 9111 911 124 457562 410882 41078 5602 62322 55964 5595 763 SUPPLIES 959287 861423 86120 11744 TELEPHONE 431069 387093 38699 5277 REPAIRS AND MAINTENANCE 249900 224406 22435 3059 PRINTING 45677 41017 4101 559 122951 94873 26785 1293 30955543 27782006 2794781 378756 12647 13228 2108331 1665740 170417 201109 3494736 4137737 875074 993109 11752225 4826740 6977694 6925485 2933465 2861074 16572364 16797482 2417644 2389063 798072 756966 317777 303067 5941 6176 3539434 3455272 X 12190500 12466557 372176 405399 470254 470254 13032930 13342210 16572364 16797482 X 356924 -47644 X X 0 1 1 X 1 1 X 14869211 17178132 15440282 12914765 13191681 73594071 10388070 12382458 13715344 17092398 17876264 71454534 25257281 29560590 29155626 30007163 31067945 145048605 11651 11541 6100 15120 88417 132829 0 11651 11541 6100 15120 88417 132829 144915776 106765 63858 45699 194088 254053 664463 106765 63858 45699 194088 254053 664463 2156 2838 2519 2338 3031 12882 25366202 29627286 29203844 30203589 31325029 145725950 0.99440 0.99560 0.00460 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5000 5000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION ENGAGED A LOBBYIST TO WORK IN THE STATE CAPITAL TO PROMOTE AWARENESS ABOUT THE NEED FOR COMMUNITY-BASED MENTAL HEALTH, ADDICTION AND PREVENTION SERVICES IN THE STATE OF OREGON. 911847 -2661 909186 784506 5000 122341 911847 720496 64010 784506 782466 24712 -86682 720496 0.26000 0.51000 0.23000 0 0 1068961 1068961 8549984 3148468 5401516 1759528 1339972 419556 373752 338300 35452 6925485 GIFT ANNUITY PAYABLE 6176 6176 31312467 30955543 356924 -47644 -47644 309280 31365503 -47644 100680 53036 31312467 0 31312467 31056223 100680 100680 30955543 0 30955543 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. ANNUAL BREAKFAST 153792 153792 12562 153792 153792 12562 12562 -12562 X X X X 0 0 0 0 0 0 0 0 0 MARY MONNAT 171862 0 0 0 0 0 17077 0 1560 0 190499 0 0 0 LISA BOYD 189341 0 0 0 0 0 5749 0 3023 0 198113 0 0 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -47,644. 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.