2024-11-14T15:12:18-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 351550876 LIFEDESIGNS INC LIFE 8123329615 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 LORI SCHOPMEYER SENIOR DIRECTOR, FINANCE 8123329615 2024-11-14 1 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-14 2023 2024-10-15 13:58:12Z LORI SCHOPMEYER 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 3873299 0 X WWW.DSISERVICES.ORG X 1982 IN TO PARTNER WITH AND PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES. X 6 6 103 6 0 0 1095740 667308 7097622 3165005 23913 13954 1390 23343 8218665 3869610 0 0 0 0 6351351 2312786 0 0 0 1816146 669313 8167497 2982099 51168 887511 12175736 860100 1804615 42724 10371121 817376 X TO PARTNER WITH AND PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES. 0 1 2450803 3165005 GROUP HOMES AND SUPPORTED LIVINGLIFEDESIGNS SUPPORTED OVER 100 PEOPLE IN THEIR COMMUNITES TO GAIN INDEPENDENCE AND CONTINUED TO HELP PEOPLE GET JOBS THEY LOVE. 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. HOUSING 23 AFFORDABLE AND ACCESSIBLE HOUSING UNITS SERVE 33 PEOPLE. SERVICES ARE PROVIDED IN ATTRACTIVE COMMUNITIES CLOSE TO MANY AMMENITIES. MOST TENANTS HAVE LIVED IN OUR UNITS FOR OVER FIVE YEARS. 2450803 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 12 0 1 103 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 0 1 1 1 1 1 1 1 0 IN X LORI SCHOPMEYER 8123329615 200 EAST WINSLOW ROAD BLOOMINGTON IN 474018657 KENNETH BRANAMAN CHAIR 0.10 0.00 X X 0 0 0 EMILY ROSOLOWSKI SECRETARY 0.10 0.00 X X 0 0 0 TERRY PATTERSON PAST CHAIR 0.10 0.00 X 0 0 0 ADAM HADLEY DIRECTOR 0.10 0.00 X 0 0 0 ROBERT NEVINS DIRECTOR 0.10 0.00 X 0 0 0 TROY WHITTINGTON DIRECTOR 0.10 0.00 X 0 0 0 ED RYAN VICE CHAIR/TREASURER PARTIAL TERM 0.10 0.00 X X 0 0 0 RUSSELL BONANNO CEO 40.00 0.00 X 110849 0 0 LORI SCHOPMEYER CFO/SR DIR FINANCE 40.00 0.00 X 92583 0 5636 MATTHEW MCGLOCKLIN TEAM MANAGER 40.00 0.00 X 104590 0 306 KENNTHER BARNES DSP 40.00 0.00 X 121614 0 4992 429636 0 10934 3 0 0 0 0 5900 660596 812 800 667308 SUPPORTED LIVING 624100 1983949 1983949 RESIDENTIAL SERVICES 624100 1020826 1020826 HOUSING 624100 160230 160230 3165005 13954 13954 625 5900 3689 -3064 -3064 MISCELLANEOUS INCOME 900099 26407 26407 26407 3869610 3165005 0 37297 209069 179579 29490 1743248 1497356 245892 16313 14012 2301 194183 166793 27390 149973 128819 21154 90 51 39 92872 45413 47459 5567 5567 18211 7632 10579 79632 58295 21337 61305 56241 5064 2526 1059 1467 19811 4083 15728 157899 112171 45728 521 375 146 REPAIRS AND MAINTENANCE 56237 44352 11885 PROVIDER ASSESSMENT 56134 56134 FOOD 40041 39987 54 78467 32884 45583 2982099 2450803 531296 0 75 0 4222377 42320 979902 0 2367410 0 293 0 1052094 234314 3928159 817780 675720 0 100 1700 0 12175736 860100 700797 24408 1103818 18316 1804615 42724 X 8319435 817376 2051686 0 10371121 817376 12175736 860100 X 887511 110787 -10552043 X X 0 0 0 X 567754 2570561 759551 1095740 667308 5660914 567754 2570561 759551 1095740 667308 5660914 5660914 50281 45805 77979 23913 13954 211932 4620 48537 4491 2993 26407 87048 5959894 40254376 0.94980 0.93400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 675721 675721 790938 -115217 675721 708683 82255 790938 631612 77071 708683 538003 93609 631612 1 0 42416 42416 737574 234314 503260 120064 120064 152040 152040 817780 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. FMV OF NET ASSETS TRANSFERRED TO AFFILIATE ORGANIZATION 2023-07-01 10552043 BOOK VALUE 351359391 DEVELOPMENTAL SERVICES INC PO BOX 1023 COLUMBUS IN 47203 501C3 0 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: LIFE DESIGNS EMPLOYEES PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL EMPLOYEES OF LIFE DESIGNS BECAME EMPLOYEES OF DEVELOPMENTAL SERVICES, INC. EFFECTIVE 7/1/23. FORM 990, PART III, LINE 3 EFFECTIVE JULY 1, 2023, THE ORGANIZATION TRANSFERRED ITS GROUP HOME OPERATIONS TO A RELATED NOT-FOR PROFIT ORGANIZATION, DSI DIVERSIFIED SOLUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE SENIOR FINANCE DIRECTOR OF LIFE DESIGNS AND THE CHIEF FINANCIAL OFFICER OF DEVELOPMENTAL SERVICES, INC. (ITS PARENT ORGANIZATION) TO REVIEW AND APPROVE BEFORE IT 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 CONFLICT OF INTEREST POLICY IS NOT MADE PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER TO DEVELOPMENTAL SERVICES INC -10,552,043. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT HAVE AN AUDIT PERFORMED FOR THE CURRENT YEAR DUE TO TRANSITIONS IN ORGANIZATION OWNERSHIP. 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