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← LIVING WELL DISABILITY SERVICES

Form 990 for tax year 2022

Filed by LIVING WELL DISABILITY SERVICES.

Totals

Total revenue
$26,455,724
Total expenses
$27,605,097
Contributions and grants received
$899,675
Grants paid
$0
Program service revenue
$24,638,126
Investment income
$1,030,805
Other revenue
-$112,882
Total assets, end of year
$22,234,616
Total liabilities, end of year
$3,730,652
Net assets or fund balances, end of year
$18,503,964
Program services expenses (Part IX)
$24,637,257
Management and general expenses
$2,612,009
Fundraising expenses
$355,831
Program service expenses (Part III)
$24,637,257

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $307,119

  • 1f · All other contributions, gifts and grants

    $592,556

  • 2a · Program service revenue: Program Services

    total $24,623,849 · related or exempt $24,623,849

  • 2f · All other program service revenue

    total $14,277 · related or exempt $14,277

  • 3 · Investment income

    total $314,880 · excluded $314,880

  • 7a · Gross sales of assets other than inventory

    other assets $822,120

  • 7b · Less cost or other basis and sales expenses

    other assets $106,195

  • 7c · Gain or loss

    other assets $715,925

  • 7d · Net gain or loss

    total $715,925 · excluded $715,925

  • 8a · Fundraising events: gross income

    $23,116

  • 8a · Fundraising events: contributions included on line 1c

    $307,119

  • 8b · Fundraising events: direct expenses

    $135,998

  • 8c · Net income from fundraising events

    total -$112,882 · excluded -$112,882

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $580,014 · program services $25,058 · management and general $530,197 · fundraising $24,759

  • 7 · Other salaries and wages

    total $16,623,707 · program services $15,818,915 · management and general $607,341 · fundraising $197,451

  • 8 · Pension plan contributions

    total $484,939 · program services $462,470 · management and general $16,123 · fundraising $6,346

  • 9 · Other employee benefits

    total $1,595,984 · program services $1,484,920 · management and general $90,897 · fundraising $20,167

  • 10 · Payroll taxes

    total $1,276,775 · program services $1,175,829 · management and general $84,445 · fundraising $16,501

  • 11b · Fees: legal

    total $2,133 · management and general $2,133

  • 11c · Fees: accounting

    total $48,577 · program services $27,079 · management and general $21,498

  • 11g · Fees: other

    total $80,576 · program services $77,950 · fundraising $2,626

  • 13 · Office expenses

    total $82,764 · program services $29,213 · management and general $49,313 · fundraising $4,238

  • 14 · Information technology

    total $334,082 · program services $226,891 · management and general $95,701 · fundraising $11,490

  • 16 · Occupancy

    total $1,698,604 · program services $1,601,505 · management and general $95,886 · fundraising $1,213

  • 20 · Interest

    total $12,200 · management and general $12,200

  • 22 · Depreciation, depletion and amortization

    total $917,683 · program services $872,842 · management and general $44,841

  • 23 · Insurance

    total $118,059 · program services $103,903 · management and general $14,156

  • 24a · Other expenses: Employee Costs

    total $1,703,932 · program services $827,811 · management and general $861,028 · fundraising $15,093

  • 24b · Other expenses: Food and Health Supplie

    total $978,590 · program services $977,320 · management and general $1,178 · fundraising $92

  • 24c · Other expenses: Community and Home Acti

    total $481,923 · program services $468,529 · management and general $13,261 · fundraising $133

  • 24d · Other expenses: Licenses

    total $469,838 · program services $423,163 · management and general $35,601 · fundraising $11,074

  • 24e · All other expenses

    total $114,717 · program services $33,859 · management and general $36,210 · fundraising $44,648

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,449,546 · end of year $1,181,404

  • 3 · Pledges and grants receivable

    beginning of year $9,340 · end of year $10,273

  • 4 · Accounts receivable

    beginning of year $2,117,229 · end of year $2,230,703

  • 9 · Prepaid expenses and deferred charges

    beginning of year $416,819 · end of year $868,117

  • 10a · Land, buildings and equipment: cost or other basis

    $23,235,564

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,902,291

  • 10c · Land, buildings and equipment, net

    beginning of year $8,291,564 · end of year $8,333,273

  • 11 · Investments: publicly traded securities

    beginning of year $11,114,630 · end of year $8,943,034

  • 15 · Other assets

    beginning of year $769,576 · end of year $667,812

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,894,334 · end of year $2,398,828

  • 19 · Deferred revenue

    end of year $30,000

  • 23 · Secured mortgages and notes payable

    beginning of year $182,692 · end of year $183,366

  • 24 · Unsecured notes and loans payable

    beginning of year $700,000 · end of year $1,118,458

  • 27 · Net assets without donor restrictions

    beginning of year $20,707,364 · end of year $17,795,746

  • 28 · Net assets with donor restrictions

    beginning of year $684,314 · end of year $708,218

Mission and programs · 2022

Mission

Living Well Disability Services transforms the lives of people impacted by disabilities through the delivery of exceptional services.

Activities or mission (Part I)

Transforms lives of people impacted by disabilities through delivery of exceptional services

  • Started by families as a children's home in 1972, Living Well Disability Services continues to set the gold standard for residential and 24/7 supports for people with intellectual, physical, and developmental disabilities. Homes are located in Dakota, Hennepin, Isanti, Ramsey, Sherburne, and Wright Counties. Living Well Disability Services is leveraging technology to better support independence for people who we serve. (Continued on Schedule O)Well trained, full- and part-time staff provide exceptional individualized support so that each person can live well. 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, medical fragility, and other chronic Health conditions. We also support people who have dual diagnoses of intellectual disabilities and mental health concerns.

    Expenses $23,642,211 · Revenue $23,418,169

  • Customized Services: Living Well Disability Services provides in-home services and supports to individuals and their families, an average of 55 people per month with an average of 2,189 total hours per month of service. Customized services include licensed in-home family support (IHFS), independent living services (ILS), and semi-independent living services (SILS) for individuals in Dakota, Ramsey, Hennepin, and Washington Counties.

    Expenses $995,046 · Revenue $1,219,957

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Hillen

    Chair

    Total calculated
    $0
    Hours/week
    0.8

  • Kevin Pleasant

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.8

  • Michael Morrow

    Treasurer

    Total calculated
    $0
    Hours/week
    0.8

  • JoAnne Zoff

    Secretary

    Total calculated
    $0
    Hours/week
    0.8

  • Melissa Bayne

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Dennis Jolley

    At Large Director

    Total calculated
    $0
    Hours/week
    0.8

  • Anne Losby

    At Large Director

    Total calculated
    $0
    Hours/week
    0.8

  • Nicolas Tiziou

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Jay Johnson

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Dawn Kessler

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Kevin Fossum

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Judy Marder

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Vince Opat

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Kevin Reilly

    Director

    Total calculated
    $0
    Hours/week
    0.8

  • Thomas Gillespie

    President/CEO

    Total calculated
    $247,592
    From this org
    $220,632
    From related orgs
    $0
    Other
    $26,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,088
    Bonus
    $9,950
    Other
    $16,594
    Deferred
    $3,614
    Nontaxable benefits
    $23,346
    Filer's total
    $247,592

  • Rodney Carlson

    Chief Operating Officer

    Total calculated
    $168,594
    From this org
    $160,953
    From related orgs
    $0
    Other
    $7,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,117
    Bonus
    $11,531
    Other
    $1,305
    Deferred
    $7,641
    Nontaxable benefits
    $0
    Filer's total
    $168,594

  • Ghazi Akailvi

    Chief Financial Officer

    Total calculated
    $171,373
    From this org
    $163,923
    From related orgs
    $0
    Other
    $7,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,921
    Bonus
    $0
    Other
    $20,002
    Deferred
    $6,488
    Nontaxable benefits
    $962
    Filer's total
    $171,373

  • James Karbar

    Assistant Program Manager

    Total calculated
    $158,660
    From this org
    $146,635
    From related orgs
    $0
    Other
    $12,025
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,113
    Bonus
    $808
    Other
    $2,714
    Deferred
    $3,324
    Nontaxable benefits
    $8,701
    Filer's total
    $158,660

  • Uriah Gbangatoe

    Direct Support Professional

    Total calculated
    $128,796
    From this org
    $123,474
    From related orgs
    $0
    Other
    $5,322
    Hours/week
    50

  • Ibrahim Jalloh

    Assistant Program Manager

    Total calculated
    $122,908
    From this org
    $107,915
    From related orgs
    $0
    Other
    $14,993
    Hours/week
    50

  • Hammed Bakare

    Assistant Program Manager

    Total calculated
    $103,083
    From this org
    $101,137
    From related orgs
    $0
    Other
    $1,946
    Hours/week
    50

  • Elizabeth Oboh

    Direct Support Professional

    Total calculated
    $101,032
    From this org
    $100,339
    From related orgs
    $0
    Other
    $693
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • Dakota's Adults

    501(c)(3) · Deveopmental Disabilities Residential Service Provider · MN · controlled entity

    Directly controlled by Living Well Disability Services

  • Orono Woodlands Inc

    501(c)(3) · Deveopmental Disabilities Residential Service Provider · MN · controlled entity

    Directly controlled by Living Well Disability Services

Provenance

Return type
form_990
Tax year
2022
Filed
23 June 2023
IRS schema version
2022v5.0
Source object
202301879349300540

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