2011-02-10T11:44:14-06:00 2010-06-30 Hoffman Stewart & Schmidt PC 4900 Meadows Road Ste 200 Lake Oswego OR 970353295 990 2009-07-01 930502822 Lifeworks NW LIFE 5036453581 14600 NW Cornell Road Portland OR 972295442 Mary Monnat 5036453581 2011-02-08 1 Robert M Prill 5032205900 2009 2016-02-24 21:20:13Z Mary Monnat 14600 NW Cornell Road Portland OR 972295442 29203844 0 X www.lifeworksnw.org X 1961 OR Provides community-based mental health, addiction, and prevention services to the community. 14 14 790 32 0 0 460548 404477 29100042 28751149 63858 22213 -5540 8978 29618908 29186817 0 0 22705744 22311488 0 307221 6780200 6851274 29485944 29162762 132964 24055 14295333 14701729 3809145 3327284 10486188 11374445 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 11 SITES IN WASHINGTON COUNTY, 11 IN MULTNOMAH COUNTY, TWO IN CLATSOP 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 16741252 18152178 Mental Health Services - LifeWorks NW served 10,556 people through our mental health services programs in the last year.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. (Continued on Schedule O).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. 7123887 8077550 Addiction services - Lifeworks NW served 5,266 people through our addiction services in the last year.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. (Continued on Schedule O).LifeWorks NW provides addiction services for adults from basic outpatient therapy to more extensive day and residential programs. 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. 2481555 2523940 Prevention services - LifeWorks NW served 1,569 children and their families through our prevention services in the last year.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. 26346694 1 1 0 0 0 0 0 0 1 1 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 1 46 0 790 1 0 0 0 0 0 0 0 0 0 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X Alan Hencky 5036453581 14600 NW Cornell Road PORTLAND OR 97229 Keith White 1.00 X X 0 0 0 RON BASILE 1.00 X X 0 0 0 Scott Andrews 1.00 X X 0 0 0 DOTTI COWART 1.00 X 0 0 0 JOHN WAGNER 1.00 X 0 0 0 Roy Kim 1.00 X 0 0 0 Joseph Bloom 1.00 X 0 0 0 Judy Etzel Samples 1.00 X 0 0 0 Maria Elena Ruiz 1.00 X 0 0 0 Jim Piro 1.00 X 0 0 0 david lippoff 1.00 X 0 0 0 michelle harper 1.00 X 0 0 0 benjamin berry 1.00 X X 0 0 0 jeff sponaugle 1.00 X X 0 0 0 MARY MONNAT 40.00 X 163536 0 18344 Connie Dunkle-Weyrauch 40.00 X 106347 0 14542 lisa boyd 40.00 X 184825 0 9638 454708 0 42524 3 0 1 0 OHSU 3181 SW Sam Jackson Park Rd Portland OR 972393098 PSYCHIATRISTs / Medical Director 456825 1 168511 235966 10588 404477 Contracts & Patient fe 624100 28751149 28751149 28751149 27733 27733 17966 17966 17966 17966 5520 -5520 -5520 -5520 0 168511 11507 -11507 -11507 MISCELLANEOUS 624100 2519 2519 2519 29186817 28753668 0 28672 311258 311258 17203785 15778012 1239858 185915 510641 483452 21492 5697 2545551 2304505 213892 27154 1740253 1570615 151131 18507 17196 15520 1493 183 37207 33580 3231 396 1707013 1540615 148245 18153 22415 20230 1947 238 2205179 1990220 191508 23451 414561 374150 36002 4409 70203 63359 6097 747 15745 14211 1367 167 463595 418404 40261 4930 55535 50121 4823 591 Supplies 852220 769146 74011 9063 Telephone 396540 357886 34437 4217 PROVISION FOR BAD DEBT 273822 273822 Repairs and maintenance 162281 146462 14093 1726 Printing 52562 47438 4565 559 105200 94946 9136 1118 29162762 26346694 2508847 307221 6813 12840 751366 1713367 198791 202004 3544252 2947162 800856 852124 10686187 3998369 6503627 6687818 2340979 2286414 148649 14295333 14701729 2426216 2211084 885818 724607 491582 385873 5529 5720 3809145 3327284 X 9753498 10580782 267436 328409 465254 465254 10486188 11374445 14295333 14701729 X 0 1 1 X 1 1 X 671241 592860 774173 460548 404477 2903299 19993038 20973755 24483108 29100042 28751149 123301092 20664279 21566615 25257281 29560590 29155626 126204391 13500 17035 11651 11541 6100 59827 0 13500 17035 11651 11541 6100 59827 126144564 115592 106195 106765 63858 45699 438109 115592 106195 106765 63858 45699 438109 53449 5799 2156 2838 2519 66761 20833320 21678609 25366202 29627286 29203844 126709261 0.99550 0.99350 0.00350 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 720496 64010 784506 782466 24712 -86682 720496 0.26000 0.59000 0.15000 0 0 708961 708961 8163898 2616863 5547035 1463499 1096707 366792 349829 284799 65030 6687818 Gift annuity payable 5720 5720 29186817 29162762 24055 228857 635345 864202 888257 29287497 100680 100680 29186817 0 29186817 29263442 100680 100680 29162762 0 29162762 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment is designed to provide long-term support for the organization's programs. Part XI, Line 8 - Other Adjustments: increase in net assets received in merger with non-profit: 635345. Annual Breakfast 168511 168511 11507 168511 168511 11507 11507 -11507 X X X X 0 0 0 0 0 0 0 0 0 MARY MONNAT 163536 0 0 0 0 0 16654 0 1690 0 181880 0 0 0 lisa boyd 184825 0 0 0 0 0 3562 0 6076 0 194463 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. 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.