2024-05-14T19:54:02-04:00 2023-06-30 850232815 HINKLE LANDERS PC 2500 9TH ST NW ALBUQUERQUE NM 871021055 990 2022-07-01 850135073 LIFEROOTS INC LIFE 5052555501 1111 MENAUL BLVD NE ALBUQUERQUE NM 871071614 DWANNA COOPER CEO/PRESIDENT-CURREN 5052555501 2024-05-14 true DWANNA COOPER 999009999 true FARLEY VENER P00162894 5058838788 2024-05-14 2022 2023-04-26 12:10:37Z MAGGIE SILVA 1111 MENAUL BLVD NE ALBUQUERQUE NM 871071614 8021544 false X WWW.LIFEROOTSNM.COM X 1958 NM TO PROVIDE PEOPLE WITH DISABILITIES AND THEIR FAMILIES THE RESOURCES AND SUPPORT THEY NEED TO EMPOWER THEIR LIVES AND SHAPE THEIR FUTURES. 6 5 175 0 928556 939909 5962722 7031864 204 30919 85361 0 6976843 8002692 0 0 4369515 4366781 0 7262 2944673 3346414 7314188 7713195 -337345 289497 4907222 5472540 2365757 2634857 2541465 2837683 X TO PROVIDE PEOPLE WITH DISABILITIES AND THEIR FAMILIES THE RESOURCES AND SUPPORT THEY NEED TO EMPOWER THEIR LIVES AND SHAPE THEIR FUTURES. false false 4646685 5440217 CONTRACTS: THIS DIVISION ENGAGES IN CONTRACTUAL CUSTODIAL AND GROUNDS MAINTENANCE. SEVENTY-FIVE PERCENT OF THE DIRECT LABOR PERFORMED ON THESE CONTRACTS IS BY INDIVIDUALS WITH SEVERE DISABILITIES WHO COULD NOT MAINTAIN EMPLOYMENT WITHOUT LIFEROOTS SUPPORT AND TRAINING. FEDERAL EMPLOYMENT OPPORTUNITIES ARE PROVIDED BY THE ABILITYONE PROGRAM, A FEDERAL SET-ASIDE PROGRAM CREATED BY THE JAVITS WAGNER O'DAY (JWOD) ACT IN 1971. SOURCEAMERICA, WHICH WAS ESTABLISHED TO IMPLEMENT THE ABILITYONE PROGRAM, ASSISTS LIFEROOTS WITH MANAGING JWOD- ABILITYONE CONTRACTS. LIFEROOTS ALSO PERFORMED SERVICES FOR STATE AND MUNICPAL GOVERNMENTS AS A SUBCONTRACTOR TO ANOTHER NONPROFIT COMPANY, THROUGH A STATE-USE PROGRAM. OTHER CONTRACTS ARE WON THROUGH COMPETITIVE BIDDING. ALL OF LIFEROOTS EMPLOYMENT OPPORTUNITIES FOR ADULTS WITH DISABILITIES ARE INTEGRATED INTO THE COMMUNITY. THE CONTRACTS DIVISION EMPLOYS AN AVERAGE OF SIXTY INDIVIDUALS; AN ADDITIONAL FIVE INDIVIDUALS ARE EMPLOYED THROUGH ENCLAVE CONTRACTS. SEVENTY-FIVE PERCENT OF THE DIRECT LABOR EMPLOYEES ARE SEVERELY DISABLED AND THE AVERAGE WAGE OF THE DIRECT LABOR IS 15.00 AN HOUR PLUS BENEFITS. 645842 637951 EARLY INTERVENTION SERVICES: THIS DIVISION PROVIDES INTERVENTION SERVICES AND THERAPEUTIC SUPPORT TO CHILDREN AGES BIRTH TO THREE YEARS OLD, BY WORKING WITH FAMILIES TO IDENTIFY THE NEEDS OF CHILDREN WHO MAY HAVE DELAYS IN DEVELOPMENT, UNEVEN PATTERNS OF GROWTH, OR ARE AT RISK DUE TO FACTORS IN THEIR ENVIRONMENT. SERVICES ARE DELIVERED IN THE CHILD'S HOME, REMOTELY BY COMPUTER OR AT ONE OF THE ORGANIZATION'S LOCATIONS AND CONSIST OF: - EVALUATION AND ASSESSMENT - SPEECH, OCCUPATIONAL AND PHYSICAL THERAPIES - THERAPEUTIC EDUCATIONAL SERVICES THERAPY SERVICES - AS PROVIDED BY CERTIFIED AND LICENSED THERAPIST IN THE FOLLOWING AREAS: - OCCUPATIONAL THERAPY - ASSISTS WITH SENSORY DEVELOPMENT, FINE MOTOR SKILLS, VISUAL PERCEPTION AND VISUAL MOTOR SKILLS TO ENHANCE A CHILD'S ABILITY TO FUNCTION WITH THEIR ENVIRONMENT. - PHYSICAL THERAPY - HELPS WITH AN INDIVIDUAL'S ENDURANCE, BODY AWARENESS, AND STRENGTHENING TO ACHIEVE OPTIMAL ABILITIES. - SPEECH AND LANGUAGE THERAPY - HELPS CHILDREN AT ALL LEVELS OF COMMUNICATION REALIZE CONFIDENCE AND INDEPENDENCE. SERVICES WERE PROVIDED TO APPROXIMATELY 300 CHILDREN DURING THE YEAR. 1217559 953696 ADULT COMMUNITY SERVICES: CONTRACT SERVICES - THIS PROGRAM PROVIDES OPPORTUNITIES IN THE WORLD OF WORK TO ADULTS WITH DISABILITIES AND SPECIAL NEEDS. THE PROGRAM MATCHES INDIVIDUALS WITH EMPLOYERS TO JOBS THAT FIT BOTH PARTIES' NEEDS AND ABILITIES. THE PROGRAM ALSO PROVIDED JOB COACHING SUPPORT TO INDIVIDUALS WITH DISABILITIES EMPLOYED IN LIFEROOTS' CUSTODIAL CONTRACTS AS WELL AS TO INDIVIDUALS PLACED IN LIFEROOTS' ENCLAVE CONTRACTS. DAY HABILITATION - THIS PROGRAM SERVED ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING INTEGRATED AND INDIVIDUALIZED COMMUNITY-BASED SERVICES. INDIVIDUALS PARTICIPATED IN ACTIVITIES SUCH AS EXPLORATION, RECREATION, EDUCATION, AND COMMUNITY SERVICE, CUSTOMIZED FOR THE INDIVIDUAL'S NEEDS. DAY HABILITATION SERVICES WERE DISCONTINUED AS OF APRIL 2023. SKILLS FOR SUCCESS - THIS PROGRAM DEDICATED TIME, SPACE, AND EQUIPMENT TO HELP INDIVIDUALS DISCOVER THEIR NATURAL GIFTS, CLARIFY VOCATIONAL PURSUITS AND OBTAIN SPECIFC RESOURCES TOWARD DEVELOPING EMPLOYMENT STRATEGIES AND SUCCEED IN REALIZING THEIR PASSIONS IN THE COMMUNITY. THE SKILLS FOR SUCCESS PROGRAM INCLUDED CAREER READINESS, LANGUAGE ARTS AS WELL AS MATH LITERACY, AND ENCOURAGED ADULT STUDENTS TO LEARN INDEPENDENTLY, DEVELOP CRITICAL THINKING SKILLS AND PARTICIPATE IN GROUP ACTIVITIES. THE PROGRAM WAS DISCONTINED IN APRIL 2023. LIFEROOTS ADULT COMMUNITY SERVICES SERVED APPROXIMATELY 100 ADULT CLIENTS MONTHLY. 6510086 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 18 0 true 175 true false false false false false false false false false false false false X 6 5 false false false false false false false true true false false true true true true true true true true false NM X X X MICHELLE HAYDEN 5052555501 1111 MENAUL BLVD NE ALBUQUERQUE NM 871071614 MATTHEW MOLINA PRESIDENT/CE 40.00 X 92685 0 1249 MICHELLE HAYDEN FINANCE DIRE 40.00 X 61213 0 75 DWANNA COOPER CEO/PRESIDEN 40.00 X 60958 0 2590 MAGGIE SILVA CHAIRMAN 1.20 X X 0 0 0 CAROL EPSTEIN VICE CHAIRMA 1.90 X X 0 0 0 CATHY SALAZAR SECRETARY 1.90 X X 0 0 0 MIKE TESKE TREASURER 1.90 X X 0 0 0 CAROL GUERRA DIRECTOR 1.20 X 0 0 0 MYRON SALDYT DIRECTOR 1.20 X 0 0 0 214856 3914 false false false ADELANTE ENTERPRISES 3900 OSUNA BLVD NE ALBUQUERQUE NM 87109 CUSTODIAL 1759925 1 923761 16148 939909 SERVICE CONTRACTS 561700 6107588 6107588 PROGRAM SERVICE FEES 624100 865959 865959 OTHER INCOME 58317 58317 7031864 30174 30174 19597 18852 745 745 745 8002692 7031864 30919 X 218770 187212 31558 3633052 3108990 524062 6576 5358 1218 141088 114856 26232 367295 320610 46685 2430496 2234892 195604 10170 270 9098 802 44419 21250 23169 50494 25760 24734 36299 34892 1407 76402 35331 41071 175722 88051 87671 131811 131811 SUPPLIES 238329 234315 4014 REPAIRS & MAINTENANCE 82266 52170 30096 BAD DEBT EXPENSE 33575 33575 DUES & SUBSCRIPTIONS 16670 4301 12369 19761 8253 5048 6460 7713195 6510086 1195847 7262 73210 223950 545701 788156 431386 170285 603434 8787 6414 19286 24622 5189081 2246202 3138100 2942879 4576 1840 49204 515891 832041 4907222 5472540 525135 602424 85736 1840622 1897493 49204 2365757 2634857 X 2032286 2319046 509179 518637 2541465 2837683 4907222 5472540 X 289497 -2736 -1 9458 X false true X true false X 371576 130373 1282070 928556 939909 3652484 7649329 6852280 5550051 6050314 7031864 33133838 8020905 6982653 6832121 6978870 7971773 36786322 3240 3240 3240 3240 36783082 181 29 967 204 30174 31555 181 29 967 204 30174 31555 8021086 6982682 6833088 6979074 8001947 36817877 0.99910 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 505000 505000 3379594 1355107 2024487 1304487 891095 413392 2942879 BENEFICIAL INTEREST IN CHARITABLE TR 518637 AGENCY TRUST DEPOSITS 313404 832041 OPERATING LEASE LIABILITY 49204 49204 X 8011886 -2736 2472 9458 9194 8002692 8002692 7715667 2472 2472 7713195 7713195 SCHEDULE D, PAGE 3, PART X LIFEROOTS, INC. IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION, AND IS EXEMPT FROM FEDERAL INCOME TAXES. HOWEVER, THE INTERNAL REVENUE CODE MAY SUBJECT AN ORGANIZATION TO TAX ON UNRELATED BUSINESS INCOME. IT IS MANAGEMENTS OPINION THAT THE ORGANIZATION HAD NO UNRELATED BUSINESS TAXABLE INCOME ACTIVITY DURING THE YEARS ENDED JUNE 30, 2023, AND 2022. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN CHARITABLE TRUST 9,458 CAROL GUERRA DIRECTOR 198000 INSURANCE PREMIUMS false SCHEDULE L, PART V CAROL GUERRA OWNS THE INSURANCE AGENCY LIFEROOTS USES TO OBTAIN VARIOUS LINES OF INSURANCE. COMMISSIONS EARNED ON THE INSURANCE PREMIUMS HAVE NOT BEEN IDENTIFIED. FORM 990, PAGE 2, PART III, LINE 4A CONTRACTS: THIS DIVISION ENGAGES IN CONTRACTUAL CUSTODIAL AND GROUNDS MAINTENANCE. SEVENTY-FIVE PERCENT OF THE DIRECT LABOR PERFORMED ON THESE CONTRACTS IS BY INDIVIDUALS WITH SEVERE DISABILITIES WHO COULD NOT MAINTAIN EMPLOYMENT WITHOUT LIFEROOTS SUPPORT AND TRAINING. FEDERAL EMPLOYMENT OPPORTUNITIES ARE PROVIDED BY THE ABILITYONE PROGRAM, A FEDERAL SET-ASIDE PROGRAM CREATED BY THE JAVITS WAGNER O'DAY (JWOD) ACT IN 1971. SOURCEAMERICA, WHICH WAS ESTABLISHED TO IMPLEMENT THE ABILITYONE PROGRAM, ASSISTS LIFEROOTS WITH MANAGING JWOD- ABILITYONE CONTRACTS. LIFEROOTS ALSO PERFORMED SERVICES FOR STATE AND MUNICPAL GOVERNMENTS AS A SUBCONTRACTOR TO ANOTHER NONPROFIT COMPANY, THROUGH A STATE-USE PROGRAM. OTHER CONTRACTS ARE WON THROUGH COMPETITIVE BIDDING. ALL OF LIFEROOTS EMPLOYMENT OPPORTUNITIES FOR ADULTS WITH DISABILITIES ARE INTEGRATED INTO THE COMMUNITY. THE CONTRACTS DIVISION EMPLOYS AN AVERAGE OF SIXTY INDIVIDUALS; AN ADDITIONAL FIVE INDIVIDUALS ARE EMPLOYED THROUGH ENCLAVE CONTRACTS. SEVENTY-FIVE PERCENT OF THE DIRECT LABOR EMPLOYEES ARE SEVERELY DISABLED AND THE AVERAGE WAGE OF THE DIRECT LABOR IS 15.00 AN HOUR PLUS BENEFITS. FORM 990, PAGE 2, PART III, LINE 4B EARLY INTERVENTION SERVICES: THIS DIVISION PROVIDES INTERVENTION SERVICES AND THERAPEUTIC SUPPORT TO CHILDREN AGES BIRTH TO THREE YEARS OLD, BY WORKING WITH FAMILIES TO IDENTIFY THE NEEDS OF CHILDREN WHO MAY HAVE DELAYS IN DEVELOPMENT, UNEVEN PATTERNS OF GROWTH, OR ARE AT RISK DUE TO FACTORS IN THEIR ENVIRONMENT. SERVICES ARE DELIVERED IN THE CHILD'S HOME, REMOTELY BY COMPUTER OR AT ONE OF THE ORGANIZATION'S LOCATIONS AND CONSIST OF: - EVALUATION AND ASSESSMENT - SPEECH, OCCUPATIONAL AND PHYSICAL THERAPIES - THERAPEUTIC EDUCATIONAL SERVICES THERAPY SERVICES - AS PROVIDED BY CERTIFIED AND LICENSED THERAPIST IN THE FOLLOWING AREAS: - OCCUPATIONAL THERAPY - ASSISTS WITH SENSORY DEVELOPMENT, FINE MOTOR SKILLS, VISUAL PERCEPTION AND VISUAL MOTOR SKILLS TO ENHANCE A CHILD'S ABILITY TO FUNCTION WITH THEIR ENVIRONMENT. - PHYSICAL THERAPY - HELPS WITH AN INDIVIDUAL'S ENDURANCE, BODY AWARENESS, AND STRENGTHENING TO ACHIEVE OPTIMAL ABILITIES. - SPEECH AND LANGUAGE THERAPY - HELPS CHILDREN AT ALL LEVELS OF COMMUNICATION REALIZE CONFIDENCE AND INDEPENDENCE. SERVICES WERE PROVIDED TO APPROXIMATELY 300 CHILDREN DURING THE YEAR. FORM 990, PAGE 2, PART III, LINE 4C ADULT COMMUNITY SERVICES: CONTRACT SERVICES - THIS PROGRAM PROVIDES OPPORTUNITIES IN THE WORLD OF WORK TO ADULTS WITH DISABILITIES AND SPECIAL NEEDS. THE PROGRAM MATCHES INDIVIDUALS WITH EMPLOYERS TO JOBS THAT FIT BOTH PARTIES' NEEDS AND ABILITIES. THE PROGRAM ALSO PROVIDED JOB COACHING SUPPORT TO INDIVIDUALS WITH DISABILITIES EMPLOYED IN LIFEROOTS' CUSTODIAL CONTRACTS AS WELL AS TO INDIVIDUALS PLACED IN LIFEROOTS' ENCLAVE CONTRACTS. DAY HABILITATION - THIS PROGRAM SERVED ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING INTEGRATED AND INDIVIDUALIZED COMMUNITY-BASED SERVICES. INDIVIDUALS PARTICIPATED IN ACTIVITIES SUCH AS EXPLORATION, RECREATION, EDUCATION, AND COMMUNITY SERVICE, CUSTOMIZED FOR THE INDIVIDUAL'S NEEDS. DAY HABILITATION SERVICES WERE DISCONTINUED AS OF APRIL 2023. SKILLS FOR SUCCESS - THIS PROGRAM DEDICATED TIME, SPACE, AND EQUIPMENT TO HELP INDIVIDUALS DISCOVER THEIR NATURAL GIFTS, CLARIFY VOCATIONAL PURSUITS AND OBTAIN SPECIFC RESOURCES TOWARD DEVELOPING EMPLOYMENT STRATEGIES AND SUCCEED IN REALIZING THEIR PASSIONS IN THE COMMUNITY. THE SKILLS FOR SUCCESS PROGRAM INCLUDED CAREER READINESS, LANGUAGE ARTS AS WELL AS MATH LITERACY, AND ENCOURAGED ADULT STUDENTS TO LEARN INDEPENDENTLY, DEVELOP CRITICAL THINKING SKILLS AND PARTICIPATE IN GROUP ACTIVITIES. THE PROGRAM WAS DISCONTINED IN APRIL 2023. LIFEROOTS ADULT COMMUNITY SERVICES SERVED APPROXIMATELY 100 ADULT CLIENTS MONTHLY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS COMPLETED AND PROVIDED TO THE ORGANIZATION. IT WAS REVIEWED BY THE PRESIDENT & CEO, THE FINANCE DIRECTOR AND THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE 990 WAS THEN PRESENTED TO THE BOARD OF DIRECTORS. ALL QUESTIONS RAISED BY THE ABOVE PARTIES WERE ADDRESSED AND THE 990 WAS MODIFIED ACCORDINGLY BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C LIFEROOTS, INC. HAS DEVELOPED AND IMPLEMENTED A CODE OF BUSINESS ETHICS AND CONDUCT WHICH HAS BEEN ROLLED OUT TO ALL STAFF AT LIFEROOTS, INC. THROUGH A TRAINING PROGRAM AND TRACKED VIA A TRAINING CERTIFICATION FORM AND ACKNOWLEDGEMENT FORM THAT IS REQUIRED TO BE SIGNED BY EACH EMPLOYEE UPON RECEIVING THE REQUIRED TRAINING AND A COPY OF THE CODE OF BUSINESS ETHICS AND CONDUCT. THIS TRAINING IS PROVIDED TO ALL NEW HIRES AND IS PROVIDED ON AN ANNUAL BASIS TO ALL EMPLOYEES. ALL REQUIRED ACKNOWLEDGEMENT FORMS AND TRAINING CERTIFICATION FORMS ARE MAINTAINED IN EACH EMPLOYEE'S PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS COVERED IN THE CODE OF BUSINESS ETHICS AND CONDUCT MANUAL AND THE CORRESPONDING TRAINING MATERIALS. IN ADDITION, CONFLICT OF INTEREST QUESTIONNAIRES ARE GIVEN TO NEW HIRES TO COMPLETE AS PART OF THEIR NEW HIRE ORIENTATION AND REVIEWED BY THE HUMAN RESOURCES PERSONNEL FOR REVIEW AND ASSESSMENT. FINALLY CONFLICT OF INTEREST QUESTIONNAIRES ARE PERIODICALLY DISTRIBUTED TO ALL EXECUTIVE MANAGEMENT STAFF AND BOARD OF DIRECTORS BASED ON THE RESPONSES PROVIDED IN THE CONFLICT OF INTEREST ACKOWLEDGEMENT FORMS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD DOES AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT AND CEO BEFORE FIXING THE AMOUNT OF PAY. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO AND HR GATHERS WAGE INFORMATION QUARTERLY TO ENSURE WAGE RANGES ARE COMPARATIVE TO SIMILAR ORGANIZATIONS IN THE REGION. THE CEO REQUIRES ACTION PLANS FROM ALL DIRECTORS ANNUALLY PER FISCAL YEAR. ALL DIRECTORS ENSURE DEVELOPMENT PLANS ARE MANAGED FOR ALL EMPLOYEES DURING THE CALENDAR YEAR. FORM 990, PAGE 6, PART VI, LINE 19 THE 990 IS AVAILABLE TO THE PUBLIC THROUGH GUIDESTAR, THE ATTORNEY GENERAL'S OFFICE, AND IN THE ANNUAL REPORT WHICH IS ON LIFEROOTS INC.'S WEBSITE WWW.LIFEROOTSNM.COM. INDIVIDUALS CAN ALSO REQUEST A COPY OF THE FINANCIAL STATEMENTS. GOVERNING DOCUMENTS INCLUDING THE CONFLICT OF INTEREST POLICY ARE INTERNAL DOCUMENTS BUT COPIES ARE MADE AVAILABLE UPON REQUEST. SOME OF THE GOVERNING DOCUMENTS WILL NOW BE AVAILABLE TO THE PUBLIC SINCE THEY WILL BE SUBMITTING WITH THE ATTORNEY GENERAL'S OFFICE AS PART OF THE REGISTRATION PACKET. FORM 990, PART IX, LINE 11G CONTRACT LABOR 2,068,721 24,082 0 PROFESSIONAL FEES 7,172 171,522 0 COMMISSIONS 158,999 0 0 TOTAL 2,234,892 195,604 0 FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CHARITABLE TRUST.