2024-05-06T12:33:11-05:00 2023-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-07-01 930502822 LIFEWORKS NW LIFE 5036453581 5415 SW WESTGATE DRIVE PORTLAND OR 97221 CONNIE DUNKLE-WEYRAUCH VP OF FINANCE AND STRAT. OPS. 5036453581 2024-05-01 1 CONNIE DUNKLE-WEYRAUCH 999009999 0 ROBERT M PRILL P00236613 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY MONNAT 5415 SW WESTGATE DRIVE PORTLAND OR 97221 55116145 0 X WWW.LIFEWORKSNW.ORG X 1961 OR PROVIDES COMMUNITY-BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES TO THE COMMUNITY. 16 16 705 28 0 0 22584051 26540159 29848868 27563517 579841 710956 207177 208148 53219937 55022780 0 421631 0 0 37290208 40351773 0 0 352030 8847187 8319763 46137395 49093167 7082542 5929613 92908796 102299426 26670789 29030642 66238007 73268784 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 8 SITES IN WASHINGTON COUNTY, 8 IN MULTNOMAH COUNTY, AND 2 IN CLACKAMAS COUNTY. THE ORGANIZATION'S FULL-TIME EQUIVALENT STAFF OF APPROXIMATELY 445 SERVE ABOUT 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 33443823 421631 22113609 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. 3988469 2670914 CHEMICAL DEPENDANCY TREATMENT - 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. 4160845 2786347 PREVENTION - 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 THREE CHILDREN'S RELIEF NURSERIES. 41593137 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 76 0 1 705 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR WA NV X CONNIE DUNKLE-WEYRAUCH 5036453581 5415 SW WESTGATE DR PORTLAND OR 97221 JODY PFEIFER CHAIR 1.00 X X 0 0 0 TAMY LINVER VICE CHAIR 1.00 X X 0 0 0 TYLER ANDERSON OFFICER AT LARGE 1.00 X X 0 0 0 LAUREEN O'BRIEN SECRETARY 1.00 X X 0 0 0 ERIC MARTIN TREASURER 1.00 X X 0 0 0 TIM CLEVENGER MEMBER 1.00 X 0 0 0 LINDA CRUZ MD MEMBER 1.00 X 0 0 0 MARY ELLEN GLYNN MEMBER 1.00 X 0 0 0 SEAN JESSUP MEMBER 1.00 X 0 0 0 TERESA LEARN MEMBER 1.00 X 0 0 0 LARRY MARTINEZ PHD MEMBER 1.00 X 0 0 0 MICHAEL O'REILLY MEMBER 1.00 X 0 0 0 MIKE MALIN MEMBER 1.00 X 0 0 0 ROY PITTMAN MEMBER 1.00 X 0 0 0 JEFF UNCAPHER MEMBER 1.00 X 0 0 0 PAUL WEATHEROY MEMBER 1.00 X 0 0 0 MARY MONNAT PRESIDENT/CEO 40.00 X 261785 0 37473 CONNIE DUNKLE-WEYRAUCH VP FIN./DIR STRAT. OPS 40.00 X 223688 0 33769 IAN STARR PSYCHIATRIST 40.00 X 347059 0 34100 CORTNEY TAYLOR PSYCHIATRIST 40.00 X 306427 0 18545 KATHRYN BEVERIDGE VP OPERATIONS 40.00 X 203234 0 31626 MARK LEWINSOHN VP CLINICAL SERVICES 40.00 X 184811 0 29905 GERALD PEAKE NURSE PRACTITIONER 40.00 X 197905 0 30886 1724909 0 216304 44 0 1 0 DR EMILY DEMARCO 4842 NE 42ND AVE 177 PORTLAND OR 97218 PSYCHIATRIC SERVICES 128140 DR CHER-YAO CHEN 2600 CENTER ST NE SALEM OR 97301 PSYCHIATRIC SERVICES 120750 2 166947 21336499 5036713 26540159 CONTRACTS & PATIENT FEES 624100 27563517 27563517 27563517 790872 790872 214244 0 214244 214244 214244 79916 -79916 -79916 -79916 0 166947 13449 -13449 -13449 MISCELLANEOUS 624100 7353 7353 7353 55022780 27570870 0 911751 421631 421631 593249 569341 23908 32226336 27886071 4120523 219742 1141247 1015331 119219 6697 3778798 3243020 509200 26578 2612143 2224872 368104 19167 169223 169223 2219042 1714267 484709 20066 11318 11318 2158967 1975721 172098 11148 214864 209474 4964 426 114087 47424 66214 449 2325 2325 1025775 886012 133832 5931 250568 187839 62401 328 SUPPLIES 1023770 853441 169202 1127 TELEPHONE 685314 580292 102318 2704 REPAIRS AND MAINTENANCE 311575 272220 37805 1550 DUES AND SUBSCRIPTIONS 85877 55992 27640 2245 47058 19530 17564 9964 49093167 41593137 7148000 352030 17415 7823399 21279565 267951 230989 89406 8782341 5869022 1280178 1219090 32162233 8750912 23340673 23411321 29841714 48365709 8090421 8090421 45500 7163107 92908796 102299426 5183562 3221568 2958701 3278609 3320984 3311484 15207542 19218981 26670789 29030642 X 64941150 71938181 1296857 1330603 66238007 73268784 92908796 102299426 X 5929613 1102907 -1743 X X 0 1 X 1 1 1 X 20686394 19434981 21449345 22584051 26540159 110694930 20686394 19434981 21449345 22584051 26540159 110694930 110694930 376445 537810 589157 782082 1005116 3290610 109101 104527 13746 13547 7353 248274 114233814 145261898 0.96900 0.97210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2500 2500 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED A LOBBYIST TO WORK IN THE STATE CAPITOL TO PROMOTE AWARENESS ABOUT THE NEED FOR COMMUNITY-BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES IN THE STATE OF OREGON. 1168849 72348 1241197 1705310 -106435 430026 1168849 1344370 360940 1705310 1384414 -40044 1344370 1363615 20799 1384414 0.00000 0.37890 0.62110 0 0 4637117 4637117 18416177 5044039 13372138 6072170 1823224 4248946 2750864 1883649 867215 285905 285905 23411321 INVESTMENT IN LIFEWORKS NW SOLUTIONS 8090421 C 8090421 NOTES RECEIVABLE 39000 OPERATING LEASE RIGHT-OF-USE-ASSETS 7124107 7163107 GIFT ANNUITY PAYABLE 6960 CAPITAL LEASE PAYABLE 7243866 REFUNDABLE ADVANCES 4638870 OPERATING LEASE LIABILITIES 7329285 19218981 X PART V, LINE 4: THE ENDOWMENT IS DESIGNED TO PROVIDE LONG-TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. ANNUAL BREAKFAST 166947 166947 0 0 1110 8707 3632 166947 166947 1110 8707 3632 13449 -13449 1 ALBINA HEAD START 3417 NE 7TH AVENUE PORTLAND OR 97212 921069936 501(C)(3) 0 421631 BOOK VALUE OF PROPERTY THE NET BOOK VALUE OF LAND, BUILDING, AND IMPROVEMENTS WAS TRANSFERRED. PROPERTY WAS DONATED TO ALBINA HEAD START FOR USE IN THEIR PROGRAMS, INCLUDING PROVIDING MENTAL HEALTH SERVICES TO YOUTH AND FAMILIES. X X X X 0 0 0 0 0 0 0 0 0 IAN STARR PSYCHIATRIST 347059 0 0 0 0 0 23101 0 10999 0 381159 0 0 0 CORTNEY TAYLOR PSYCHIATRIST 306427 0 0 0 0 0 10481 0 8064 0 324972 0 0 0 MARY MONNAT PRESIDENT/CEO 261785 0 0 0 0 0 26474 0 10999 0 299258 0 0 0 CONNIE DUNKLE-WEYRAUCH VP FIN./DIR STRAT. OPS 223688 0 0 0 0 0 22770 0 10999 0 257457 0 0 0 KATHRYN BEVERIDGE VP OPERATIONS 203234 0 0 0 0 0 20627 0 10999 0 234860 0 0 0 GERALD PEAKE NURSE PRACTITIONER 197905 0 0 0 0 0 19887 0 10999 0 228791 0 0 0 MARK LEWINSOHN VP CLINICAL SERVICES 184811 0 0 0 0 0 20627 0 9278 0 214716 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 9: EQUITY IN LOSS OF AFFILIATED ENTITY LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -1,743. FORM 990, PART XII, 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 5415 SW WESTGATE DRIVE PORTLAND OR 97221 462163414 SUPPORTING ORGANIZATION OF LIFEWORKS NW OR 501(C)(3) LINE 12B, II LIFEWORKS NW 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0