2023-11-15T13:04:00-06:00 2022-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-01-01 351550876 LIFEDESIGNS INC LIFE 8123329615 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 LORI SCHOPMEYER SENIOR DIRECTOR, FINANCE 8123329615 2023-11-15 1 LORI SCHOPMEYER 999009999 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORI SCHOPMEYER 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 8228441 0 X WWW.LIFEDESIGNSINC.ORG X 1982 IN TO PARTNER WITH AND PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES. 6 6 187 12 0 0 759551 1095740 9172065 7097622 117740 23913 -1894 1390 10047462 8218665 0 0 0 0 8141838 6351351 0 0 0 2465673 1816146 10607511 8167497 -560049 51168 12506879 12175736 2158691 1804615 10348188 10371121 TO PARTNER WITH AND PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES. 0 0 6173666 6408515 GROUP HOMES AND SUPPORTED LIVINGLIFEDESIGNS SUPPORTED OVER 125 PEOPLE IN THEIR COMMUNITES TO GAIN INDEPENDENCE AND CONTINUED TO HELP PEOPLE GET JOBS THEY LOVE WHILE EARNING A WAGE WELL ABOVE MINIMUM WAGE. RESIDENTIAL SERVICES AT LIFEDESIGNS INCLUDE GROUP HOMES STAFFED 24 HOURS A DAY TO PROVIDE ANY SUPPORT OR GUIDANCE THAT RESIDENTS MAY REQUIRE. SERVICES ARE ALSO PROVIDED TO ASSIST INDIVIDUALS TO PARTICIPATE IN ALL PHASES OF DAILY LIVING, WITH MORE CONTROL OVER THEIR LIVES AND WITH GREATER ACCESS AND PARTICIPATION IN THEIR COMMUNITIES. 663854 689107 HOUSING 23 AFFORDABLE AND ACCESSIBLE HOUSING UNITS SERVE 29 PEOPLE. SERVICES ARE PROVIDED IN ATTRACTIVE COMMUNITIES CLOSE TO MANY AMMENITIES. MOST TENANTS HAVE LIVED IN OUR UNITS FOR OVER TWO YEARS. OUR TENANT SURVEY IN HOUSING OPTIONS SHOWS 90% SATISFACTION. 6837520 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 20 0 1 187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IN X LORI SCHOPMEYER 8123329615 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 KENNETH BRANAMAN CHAIR 0.10 X X 0 0 0 ED RYAN VICE CHAIR/TREASURER 0.10 X X 0 0 0 EMILY ROSOLOWSKI SECRETARY 0.10 X X 0 0 0 TERRY PATTERSON PAST CHAIR 0.10 X 0 0 0 ADAM HADLEY DIRECTOR 0.10 X 0 0 0 TROY WHITTINGTON DIRECTOR 0.10 X 0 0 0 RUSSELL BONANNO CEO 40.00 X 108518 0 11524 LORI SCHOPMEYER CFO 40.00 X 91957 0 13307 MATTHEW MCGLOCKLIN TEAM MANAGER 40.00 X 110889 0 4113 311364 0 28944 2 0 0 0 0 13716 502742 579282 1095740 SUPPORTED LIVING 624100 4681063 4681063 RESIDENTIAL SERVICES 624100 2148243 2148243 HOUSING 624100 268316 268316 7097622 23913 23913 8173 13716 9776 -1603 -1603 MISCELLANEOUS INCOME 900099 2993 2993 2993 8218665 7097622 0 25303 225307 193527 31780 5137393 4412744 724649 36112 31018 5094 560406 481359 79047 392133 336821 55312 46999 26422 20577 205274 100544 104730 61736 61736 25691 10767 14924 134634 98560 36074 110153 101053 9100 8550 3583 4967 42128 8683 33445 318669 226382 92287 161234 116137 45097 PROVIDER ASSESSMENT 137838 137838 REPAIRS AND MAINTENANCE 131372 103609 27763 FOOD 86168 86052 116 LOSS ON DISPOSAL 1434 1434 344266 300685 43581 8167497 6837520 1329977 0 75 75 4225660 4222377 813538 979902 2207610 2367410 8196 293 7566794 3638635 4460862 3928159 790838 675720 100 100 1700 12506879 12175736 875318 700797 1283373 1103818 2158691 1804615 X 8296502 8319435 2051686 2051686 10348188 10371121 12506879 12175736 X 51168 -224851 606616 -410000 X X 0 0 0 X 785194 567754 2570561 759551 1095740 5778800 785194 567754 2570561 759551 1095740 5778800 5778800 44431 50281 45805 77979 23913 242409 105258 4620 48537 4491 2993 165899 6187108 48907215 0.93400 0.93920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790938 -115217 675721 708683 82255 790938 631612 77071 708683 538003 93609 631612 551850 -13847 538003 0.90973 0.04274 0.04753 1 0 747350 747350 4833557 2233443 2600114 1055808 498468 557340 647128 647128 0 282951 259596 23355 3928159 PART V, LINE 4: THE BOARD OF DIRECTORS ESTABLISHED AN ENDOWMENT FUND IN 2002 TO CELEBRATE THE 20TH ANNIVERSARY OF THE ORGANIZATION. THE PURPOSE OF THE FUND IS TO ENHANCE LIFEDESIGN'S MISSION TO PARTNER WITH AND PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES. WEEK OF CHOCOLATE 9525 7977 1548 1715 2149 275 1309 GOLF SCRAMBLE 12364 5739 6625 900 234 1540 1355 299 21889 13716 8173 900 234 3255 3504 275 1608 9776 -1603 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PRESENTED WITH A COPY OF THE FORM 990 AND A SUMMARY OF THE RETURN BEFORE IT IS FILED. THE BOARD MEMBERS ARE ASKED TO REVIEW THE FORM 990 AND PROVIDE COMMENTS. ANY QUESTIONS OR CONCERNS ARE ADDRESSED BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY MEMBER OF THE GOVERNING BODY AND THE OFFICERS ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY CONFLICTS OF INTEREST. IF ANY CONFLICTS EXIST, THE INDIVIDUAL WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON MATTERS RELATED TO THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST DEVELOPS DURING THE YEAR, A WRITTEN STATEMENT OUTLINING THE DETAILS IS REQUIRED TO BE SUBMITTED TO THE BOARD. THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES THIS. FORM 990, PART VI, SECTION B, LINE 15 THE LAST FORMAL OUTSIDE REVIEW OF COMPENSATION WAS DONE IN 2012. THE BOARD OF DIRECTORS APPROVED THE SALARY OF THE INCOMING CEO IN 2017, BASED ON MARKET ANALYSIS AND YEARS OF EXPERIENCE. ALL COMPENSATION REVIEWS, JOB DESCRIPTIONS AND RECOMMENDATIONS FOR PAY CHANGES FOR ALL MANAGEMENT LEVEL EMPLOYEES ARE HANDLED THROUGH THE HUMAN RESOURCES DEPARMENT, BASED ON MARKET ANALYSIS AND REVIEW, AND ANY CHANGES ARE APPROVED BY THE CEO AND/OR THE BOARD OF DIRECTORS, AS REQUIRED BY COMPANY POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC. THE GOVERNING DOCUMENTS ARE KEPT IN THE OFFICE OF THE CFO AND ARE AVAILABLE UPON REQUEST. THE PUBLIC IS NOTIFIED OF THIS ON LIFEDESIGN'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT MADE PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS -410,000. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT HAVE AN AUDIT PERFORMED FOR THE CURRENT YEAR DUE TO TRANSITIONS IN ORGANIZATION OWNERSHIP. LIFEDESIGNS-CRAWFORD GP II LLC 200 E WINSLOW RD BLOOMINGTON IN 47401 811661787 REAL ESTATE HOLDING IN LIFEDESIGNS INC LIFEDESIGNS-CRAWFORD LLC 200 E WINSLOW RD BLOOMINGTON IN 47401 460928235 REAL ESTATE HOLDING IN LIFEDESIGNS INC LIFEDESIGNS-MCKINLEY LLC 200 E WINSLOW RD BLOOMINGTON IN 47401 475257902 REAL ESTATE HOLDING IN 45504 853201 LIFEDESIGNS INC LIFEDESIGNS-CRAWFORD II 200 E WINSLOW RD BLOOMINGTON IN 47401 460943307 REAL ESTATE HOLDING IN 0 90000 LIFEDESIGNS INC