2026-04-17T18:20:42-04:00 2025-06-30 850232815 HINKLE LANDERS PC 2500 9TH ST NW ALBUQUERQUE NM 871021055 990 2024-07-01 850135073 LIFEROOTS INC LIFE 5052555501 1111 MENAUL BLVD NE ALBUQUERQUE NM 871071614 GEORGE SMITH VICE CHAIRMAN 5052555501 2025-04-17 true true FARLEY VENER P00162894 5058838788 2026-04-17 2024 2025-03-06 01:10:19Z GEORGE SMITH 1111 MENAUL BLVD NE ALBUQUERQUE NM 87107 7053784 false X WWW.LIFEROOTSNM.COM X 1958 NM WE PROVIDE DEVELOPMENTAL SERVICES THAT PROMOTE INDEPENDENCE TO UNDERSERVED AND EXTRA NEEDS POPULATIONS THROUGH THE CYCLE OF THEIR LIVES. 6 6 143 0 76400 42518 6960831 6989989 13745 898 20379 7050976 7053784 0 0 4398122 4369830 0 79 3449977 3461859 7848099 7831689 -797123 -777905 4201667 3594629 2130351 2256226 2071316 1338403 X WE PROVIDE DEVELOPMENTAL SERVICES THAT PROMOTE INDEPENDENCE TO UNDERSERVED AND EXTRA NEEDS POPULATIONS THROUGH THE CYCLE OF THEIR LIVES. false true 5227930 5967912 FACILITY SERVICES: LIFEROOTS PROVIDES EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES WHO MAY OTHERWISE BE UNABLE TO MAINTAIN COMPETITIVE EMPLOYMENT WITHOUT STRUCTURED SUPPORT, TRAINING, AND SUPERVISION. THESE EMPLOYMENT OPPORTUNITIES ARE CREATED THROUGH SERVICE CONTRACTS THAT ALLOW INDIVIDUALS WITH DISABILITIES TO WORK IN INTEGRATED COMMUNITY SETTINGS WHILE EARNING COMPETITIVE WAGES. MANY OF THESE OPPORTUNITIES ARE PROVIDED THROUGH THE ABILITYONE PROGRAM, A FEDERAL SET-ASIDE PROGRAM ESTABLISHED UNDER THE JAVITS-WAGNER-O'DAY (JWOD) ACT OF 1971. THROUGH THIS PROGRAM, LIFEROOTS PERFORMS SERVICES UNDER FEDERAL CONTRACTS THAT SUPPORT EMPLOYMENT FOR INDIVIDUALS WITH DISABILITIES. SOURCEAMERICA, THE NATIONAL NONPROFIT AGENCY DESIGNATED TO ASSIST IN THE IMPLEMENTATION OF THE ABILITYONE PROGRAM, WORKS WITH LIFEROOTS IN THE ADMINISTRATION OF THESE CONTRACTS. LIFEROOTS ALSO PERFORMS SERVICES FOR STATE AND MUNICIPAL GOVERNMENT ENTITIES THROUGH SUBCONTRACTING ARRANGEMENTS UNDER STATE-USE PROCUREMENT PROGRAMS, AS WELL AS THROUGH COMPETITIVELY AWARDED CONTRACTS IN THE OPEN MARKETPLACE. THESE CONTRACTS SUPPORT THE ORGANIZATION'S MISSION BY CREATING SUSTAINABLE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. EMPLOYMENT OPPORTUNITIES ARE INTEGRATED WITHIN COMMUNITY WORKPLACES. THE FACILITY SERVICES DIVISION EMPLOYS AN AVERAGE OF APPROXIMATELY SIXTY INDIVIDUALS, WITH AN ADDITIONAL FIVE INDIVIDUALS EMPLOYED THROUGH ENCLAVE WORK ARRANGEMENTS. CONSISTENT WITH PROGRAM REQUIREMENTS, APPROXIMATELY SEVENTY-FIVE PERCENT OF DIRECT LABOR HOURS ARE PERFORMED BY INDIVIDUALS WITH DISABILITIES. DIRECT LABOR EMPLOYEES EARN AN AVERAGE WAGE OF APPROXIMATELY 15.00 PER HOUR OR MORE, IN ADDITION TO BENEFITS. THROUGH THESE EMPLOYMENT OPPORTUNITIES, LIFEROOTS SUPPORTS WORKFORCE PARTICIPATION, FINANCIAL INDEPENDENCE, AND COMMUNITY INCLUSION FOR INDIVIDUALS WITH DISABILITIES. 984437 1022077 COMMUNITY SERVICES: THIS PROGRAM PROVIDES EMPLOYMENT SERVICES FOR ADULTS WITH DISABILITIES AND SPECIAL NEEDS BY HELPING INDIVIDUALS PREPARE FOR, OBTAIN, AND MAINTAIN COMPETITIVE EMPLOYMENT IN INTEGRATED COMMUNITY SETTINGS. SERVICES INCLUDE JOB DEVELOPMENT, JOB PLACEMENT, AND INDIVIDUALIZED EMPLOYMENT SUPPORTS DESIGNED TO MATCH PARTICIPANTS WITH POSITIONS THAT ALIGN WITH THEIR ABILITIES, INTERESTS, AND EMPLOYMENT GOALS. LIFEROOTS PROVIDES EMPLOYMENT PLACEMENT SERVICES THROUGH PARTNERSHIPS WITH STATE AND FEDERAL PROGRAMS, INCLUDING THE NEW MEXICO DIVISION OF VOCATIONAL REHABILITATION (DVR) AND THE SOCIAL SECURITY ADMINISTRATION'S TICKET TO WORK PROGRAM. THE ORGANIZATION ALSO PROVIDES DIRECT PLACEMENT SERVICES, WORKING WITH LOCAL EMPLOYERS TO IDENTIFY EMPLOYMENT OPPORTUNITIES AND SUPPORT INDIVIDUALS WITH DISABILITIES IN OBTAINING COMPETITIVE JOBS IN THE COMMUNITY. EMPLOYMENT SPECIALISTS PROVIDE INDIVIDUALIZED SUPPORT THROUGHOUT THE PLACEMENT PROCESS, INCLUDING JOB READINESS PREPARATION, EMPLOYER MATCHING, AND FOLLOW-ALONG SUPPORT AS NEEDED TO HELP INDIVIDUALS MAINTAIN SUCCESSFUL EMPLOYMENT OUTCOMES. 6212367 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 false false false false false false false false false false false false true 14 0 true 143 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false NM X X DWANNA COOPER 5052555501 1111 MENAUL BLVD NE ALBUQUERQUE NM 871071614 DWANNA COOPER CEO/PRESIDEN 40.00 X 114745 0 1708 MICHELLE HAYDEN FINANCE DIRE 40.00 X 31481 0 750 CAROL EPSTEIN CHAIRMAN 1.90 X X 0 0 0 GEORGE SMITH VICE CHAIRMA 1.00 X X 0 0 0 KATHLEEN BARNEY SECRETARY 1.90 X X 0 0 0 EDWARD SENA TREASURER 1.90 X X 0 0 0 GREG CIMINO DIRECTOR 1.20 X 0 0 0 146226 2458 1 false false false 6538 35980 42518 SERVICE CONTRACTS 561700 6081835 6081835 PROGRAM SERVICE FEES 624100 907272 907272 OTHER INCOME 624100 882 882 6989989 898 898 20379 20379 20379 20379 7053784 6989989 21277 X 148812 116969 31843 3597389 2832786 764603 2274 1596 678 177348 124513 52835 444007 324826 119181 2650485 2461967 188518 48136 650 47442 44 19863 5174 14654 35 29133 227 28906 30478 25983 4495 1703 1703 59937 390 59547 130267 20247 110020 143569 143569 SUPPLIES 224758 222961 1797 BAD DEBT EXPENSE 43178 43178 REPAIRS & MAINTENANCE 41833 15843 25990 TRAINING 10913 346 10567 27606 14711 12895 7831689 6212367 1619243 79 315640 5705 457172 39806 680348 884004 8367 21037 4137245 2119604 2129746 2017641 1791 16515 39876 30211 568727 579710 4201667 3594629 760454 791406 6486 2868 1323535 1271741 39876 190211 2130351 2256226 X 1521874 758693 549442 579710 2071316 1338403 4201667 3594629 X -777905 14724 30268 X false true X true false X 1282070 928556 939909 76400 42518 3269453 5550051 6050314 7031864 6960831 6989989 32583049 6832121 6978870 7971773 7037231 7032507 35852502 3240 3240 3240 3240 35849262 967 204 30174 1854 21277 54476 967 204 30174 1854 21277 54476 6833088 6979074 8001947 7039085 7053784 35906978 0.99840 0.99900 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 380000 380000 2865429 1407520 1457909 891816 712084 179732 2017641 BENEFICIAL INTEREST IN CHARITABLE TR 579710 579710 LINE OF CREDIT 160000 OPERATING LEASE LIABILITY 30211 190211 X 7098776 14724 30268 44992 7053784 7053784 7831689 7831689 7831689 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 CLASSIFIED AS 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, 2025, AND 2024. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN CHARITABLE TRUST 30,268 FORM 990, PAGE 2, PART III, LINE 3 DURING THE YEAR, THE ORGANIZATION DISCONTINUED ITS CHILDREN & THERAPY PROGRAM. AS A RESULT, PROGRAM SERVICES ARE NOW REPORTED IN TWO CATEGORIES: FACILITY SERVICES AND COMMUNITY SERVICES. PRIOR YEAR AMOUNTS REFLECTED THREE PROGRAM SERVICE CATEGORIES. FORM 990, PAGE 2, PART III, LINE 4A FACILITY SERVICES: LIFEROOTS PROVIDES EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES WHO MAY OTHERWISE BE UNABLE TO MAINTAIN COMPETITIVE EMPLOYMENT WITHOUT STRUCTURED SUPPORT, TRAINING, AND SUPERVISION. THESE EMPLOYMENT OPPORTUNITIES ARE CREATED THROUGH SERVICE CONTRACTS THAT ALLOW INDIVIDUALS WITH DISABILITIES TO WORK IN INTEGRATED COMMUNITY SETTINGS WHILE EARNING COMPETITIVE WAGES. MANY OF THESE OPPORTUNITIES ARE PROVIDED THROUGH THE ABILITYONE PROGRAM, A FEDERAL SET-ASIDE PROGRAM ESTABLISHED UNDER THE JAVITS-WAGNER-O'DAY (JWOD) ACT OF 1971. THROUGH THIS PROGRAM, LIFEROOTS PERFORMS SERVICES UNDER FEDERAL CONTRACTS THAT SUPPORT EMPLOYMENT FOR INDIVIDUALS WITH DISABILITIES. SOURCEAMERICA, THE NATIONAL NONPROFIT AGENCY DESIGNATED TO ASSIST IN THE IMPLEMENTATION OF THE ABILITYONE PROGRAM, WORKS WITH LIFEROOTS IN THE ADMINISTRATION OF THESE CONTRACTS. LIFEROOTS ALSO PERFORMS SERVICES FOR STATE AND MUNICIPAL GOVERNMENT ENTITIES THROUGH SUBCONTRACTING ARRANGEMENTS UNDER STATE-USE PROCUREMENT PROGRAMS, AS WELL AS THROUGH COMPETITIVELY AWARDED CONTRACTS IN THE OPEN MARKETPLACE. THESE CONTRACTS SUPPORT THE ORGANIZATION'S MISSION BY CREATING SUSTAINABLE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. EMPLOYMENT OPPORTUNITIES ARE INTEGRATED WITHIN COMMUNITY WORKPLACES. THE FACILITY SERVICES DIVISION EMPLOYS AN AVERAGE OF APPROXIMATELY SIXTY INDIVIDUALS, WITH AN ADDITIONAL FIVE INDIVIDUALS EMPLOYED THROUGH ENCLAVE WORK ARRANGEMENTS. CONSISTENT WITH PROGRAM REQUIREMENTS, APPROXIMATELY SEVENTY-FIVE PERCENT OF DIRECT LABOR HOURS ARE PERFORMED BY INDIVIDUALS WITH DISABILITIES. DIRECT LABOR EMPLOYEES EARN AN AVERAGE WAGE OF APPROXIMATELY 15.00 PER HOUR OR MORE, IN ADDITION TO BENEFITS. THROUGH THESE EMPLOYMENT OPPORTUNITIES, LIFEROOTS SUPPORTS WORKFORCE PARTICIPATION, FINANCIAL INDEPENDENCE, AND COMMUNITY INCLUSION FOR INDIVIDUALS WITH DISABILITIES. FORM 990, PAGE 2, PART III, LINE 4B COMMUNITY SERVICES: THIS PROGRAM PROVIDES EMPLOYMENT SERVICES FOR ADULTS WITH DISABILITIES AND SPECIAL NEEDS BY HELPING INDIVIDUALS PREPARE FOR, OBTAIN, AND MAINTAIN COMPETITIVE EMPLOYMENT IN INTEGRATED COMMUNITY SETTINGS. SERVICES INCLUDE JOB DEVELOPMENT, JOB PLACEMENT, AND INDIVIDUALIZED EMPLOYMENT SUPPORTS DESIGNED TO MATCH PARTICIPANTS WITH POSITIONS THAT ALIGN WITH THEIR ABILITIES, INTERESTS, AND EMPLOYMENT GOALS. LIFEROOTS PROVIDES EMPLOYMENT PLACEMENT SERVICES THROUGH PARTNERSHIPS WITH STATE AND FEDERAL PROGRAMS, INCLUDING THE NEW MEXICO DIVISION OF VOCATIONAL REHABILITATION (DVR) AND THE SOCIAL SECURITY ADMINISTRATION'S TICKET TO WORK PROGRAM. THE ORGANIZATION ALSO PROVIDES DIRECT PLACEMENT SERVICES, WORKING WITH LOCAL EMPLOYERS TO IDENTIFY EMPLOYMENT OPPORTUNITIES AND SUPPORT INDIVIDUALS WITH DISABILITIES IN OBTAINING COMPETITIVE JOBS IN THE COMMUNITY. EMPLOYMENT SPECIALISTS PROVIDE INDIVIDUALIZED SUPPORT THROUGHOUT THE PLACEMENT PROCESS, INCLUDING JOB READINESS PREPARATION, EMPLOYER MATCHING, AND FOLLOW-ALONG SUPPORT AS NEEDED TO HELP INDIVIDUALS MAINTAIN SUCCESSFUL EMPLOYMENT OUTCOMES. 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 2,308,299 1,035 0 PROFESSIONAL FEES 0 187,483 0 COMMISSIONS 153,668 0 0 TOTAL 2,461,967 188,518 0 FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CHARITABLE TRUST 30,268