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Nonprofiteer
← LIFEWORKS NW

Form 990 for tax year 2024

Filed by LIFEWORKS NW.

Totals

Total revenue
$60,717,267
Total expenses
$50,976,728
Contributions and grants received
$27,541,124
Grants paid
$0
Program service revenue
$31,228,294
Investment income
$1,720,971
Other revenue
$226,878
Total assets, end of year
$124,362,415
Total liabilities, end of year
$30,063,793
Net assets or fund balances, end of year
$94,298,622
Program services expenses (Part IX)
$41,758,679
Management and general expenses
$8,863,958
Fundraising expenses
$354,091
Program service expenses (Part III)
$41,758,679

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $164,813

  • 1e · Government grants (contributions)

    $19,290,338

  • 1f · All other contributions, gifts and grants

    $8,085,973

  • 1g · Noncash contributions included above

    $11,847

  • 2a · Program service revenue: CONTRACTS & PATIENT FEES

    total $31,228,294 · related or exempt $31,228,294

  • 3 · Investment income

    total $1,719,555 · excluded $1,719,555

  • 6a · Gross rents

    real property $249,292

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $249,292

  • 6d · Net rental income or loss

    total $249,292 · excluded $249,292

  • 7a · Gross sales of assets other than inventory

    other assets $10,000

  • 7b · Less cost or other basis and sales expenses

    other assets $8,584

  • 7c · Gain or loss

    other assets $1,416

  • 7d · Net gain or loss

    total $1,416 · excluded $1,416

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $164,813

  • 8b · Fundraising events: direct expenses

    $22,414

  • 8c · Net income from fundraising events

    total -$22,414 · excluded -$22,414

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,423,733 · management and general $1,399,477 · fundraising $24,256

  • 7 · Other salaries and wages

    total $31,581,724 · program services $27,336,297 · management and general $4,066,230 · fundraising $179,197

  • 8 · Pension plan contributions

    total $1,119,645 · program services $1,020,088 · management and general $94,167 · fundraising $5,390

  • 9 · Other employee benefits

    total $4,072,183 · program services $3,442,818 · management and general $605,609 · fundraising $23,756

  • 10 · Payroll taxes

    total $2,717,686 · program services $2,262,471 · management and general $438,666 · fundraising $16,549

  • 11f · Fees: investment management

    total $266,521 · management and general $266,521

  • 11g · Fees: other

    total $3,041,737 · program services $2,328,609 · management and general $649,411 · fundraising $63,717

  • 12 · Advertising and promotion

    total $225 · program services $225

  • 16 · Occupancy

    total $2,328,577 · program services $1,908,029 · management and general $403,567 · fundraising $16,981

  • 17 · Travel

    total $319,274 · program services $312,130 · management and general $6,856 · fundraising $288

  • 19 · Conferences, conventions and meetings

    total $85,760 · program services $25,958 · management and general $59,695 · fundraising $107

  • 20 · Interest

    total $528 · management and general $528

  • 22 · Depreciation, depletion and amortization

    total $1,324,561 · program services $1,096,033 · management and general $219,258 · fundraising $9,270

  • 23 · Insurance

    total $246,271 · program services $177,311 · management and general $68,745 · fundraising $215

  • 24a · Other expenses: SUPPLIES

    total $1,140,612 · program services $995,557 · management and general $143,971 · fundraising $1,084

  • 24b · Other expenses: TELEPHONE

    total $607,424 · program services $515,188 · management and general $89,292 · fundraising $2,944

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $303,654 · program services $253,926 · management and general $47,732 · fundraising $1,996

  • 24d · Other expenses: CREDIT LOSS EXPENSE

    total $222,145 · management and general $222,145

  • 24e · All other expenses

    total $174,468 · program services $84,039 · management and general $82,088 · fundraising $8,341

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $278,825 · end of year $285,977

  • 2 · Savings and temporary cash investments

    beginning of year $14,281,707 · end of year $12,387,654

  • 3 · Pledges and grants receivable

    beginning of year $106,481 · end of year $68,218

  • 4 · Accounts receivable

    beginning of year $6,074,664 · end of year $5,979,929

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,240,421 · end of year $1,344,956

  • 10a · Land, buildings and equipment: cost or other basis

    $33,915,343

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,096,487

  • 10c · Land, buildings and equipment, net

    beginning of year $23,084,147 · end of year $22,818,856

  • 11 · Investments: publicly traded securities

    beginning of year $52,527,400 · end of year $68,258,237

  • 13 · Investments: program-related

    beginning of year $8,090,421 · end of year $8,090,421

  • 15 · Other assets

    beginning of year $6,208,227 · end of year $5,128,167

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,486,179 · end of year $3,691,037

  • 19 · Deferred revenue

    beginning of year $4,965,654 · end of year $5,582,878

  • 23 · Secured mortgages and notes payable

    beginning of year $3,301,984 · end of year $3,292,484

  • 25 · Other liabilities

    beginning of year $20,069,334 · end of year $17,497,394

  • 27 · Net assets without donor restrictions

    beginning of year $78,592,591 · end of year $92,705,235

  • 28 · Net assets with donor restrictions

    beginning of year $1,476,551 · end of year $1,593,387

Mission and programs · 2024

Mission

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 7 SITES IN WASHINGTON COUNTY, 9 IN MULTNOMAH COUNTY, AND 2 IN CLACKAMAS COUNTY. THE ORGANIZATION'S FULL-TIME EQUIVALENT STAFF OF APPROXIMATELY 425 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.

Activities or mission (Part I)

PROVIDES COMMUNITY-BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES TO THE COMMUNITY.

  • 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.

    Expenses $29,002,685 · Revenue $21,689,010

  • 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.

    Expenses $7,233,522 · Revenue $5,409,428

  • 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.

    Expenses $5,522,472 · Revenue $4,129,856

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tamy Linver

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sean Jessup

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tyler Anderson

    OFFICER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Mary Ellen Glynn

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Eric Martin

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Linda Cruz MD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Teresa Learn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael White

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Roy Pittman

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Weatheroy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cathy Reynolds

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jody Pfeifer

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dana Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ed Washington

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Monnat

    PRESIDENT/CEO

    Total calculated
    $325,830
    From this org
    $285,151
    From related orgs
    $0
    Other
    $40,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,593
    Bonus
    $10,558
    Other
    $0
    Deferred
    $28,767
    Nontaxable benefits
    $11,912
    Filer's total
    $325,830

  • Connie Dunkle-Weyrauch

    VP FIN./DIR STRAT. OPS

    Total calculated
    $260,568
    From this org
    $225,716
    From related orgs
    $0
    Other
    $34,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,319
    Bonus
    $397
    Other
    $0
    Deferred
    $22,940
    Nontaxable benefits
    $11,912
    Filer's total
    $260,568

  • Kathryn Beveridge

    VP OPERATIONS

    Total calculated
    $238,219
    From this org
    $205,480
    From related orgs
    $0
    Other
    $32,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,480
    Bonus
    $0
    Other
    $0
    Deferred
    $20,806
    Nontaxable benefits
    $11,933
    Filer's total
    $238,219

  • Mark Lewinsohn

    VP CLINICAL SERVICES

    Total calculated
    $225,425
    From this org
    $194,966
    From related orgs
    $0
    Other
    $30,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,639
    Bonus
    $327
    Other
    $0
    Deferred
    $20,704
    Nontaxable benefits
    $9,755
    Filer's total
    $225,425

  • Cornelia Margaretha Warner

    VP OF HUMAN RESOURCES

    Total calculated
    $231,616
    From this org
    $214,327
    From related orgs
    $0
    Other
    $17,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,898
    Bonus
    $0
    Other
    $67,429
    Deferred
    $6,350
    Nontaxable benefits
    $10,939
    Filer's total
    $231,616

  • Lora Jan Kerr

    VP OF ANALYTICS AND TECHNOLOGY

    Total calculated
    $180,918
    From this org
    $166,206
    From related orgs
    $0
    Other
    $14,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,140
    Bonus
    $66
    Other
    $0
    Deferred
    $10,066
    Nontaxable benefits
    $4,646
    Filer's total
    $180,918

  • Ian Starr

    PSYCHIATRIST

    Total calculated
    $389,292
    From this org
    $353,922
    From related orgs
    $0
    Other
    $35,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,922
    Bonus
    $1,000
    Other
    $0
    Deferred
    $23,437
    Nontaxable benefits
    $11,933
    Filer's total
    $389,292

  • Cortney Taylor

    PSYCHIATRIST

    Total calculated
    $361,238
    From this org
    $336,831
    From related orgs
    $0
    Other
    $24,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,831
    Bonus
    $0
    Other
    $0
    Deferred
    $17,226
    Nontaxable benefits
    $7,181
    Filer's total
    $361,238

  • Gerald Peake

    NURSE PRACTITIONER

    Total calculated
    $228,563
    From this org
    $196,838
    From related orgs
    $0
    Other
    $31,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,838
    Bonus
    $1,000
    Other
    $0
    Deferred
    $19,792
    Nontaxable benefits
    $11,933
    Filer's total
    $228,563

  • Rachel Stark

    CONTROLLER

    Total calculated
    $174,680
    From this org
    $151,199
    From related orgs
    $0
    Other
    $23,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,090
    Bonus
    $109
    Other
    $0
    Deferred
    $11,548
    Nontaxable benefits
    $11,933
    Filer's total
    $174,680

  • Cory Grose

    SERVICE DIRECTOR, INTEGRATED HEALTH

    Total calculated
    $160,279
    From this org
    $137,264
    From related orgs
    $0
    Other
    $23,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,004
    Bonus
    $0
    Other
    $13,260
    Deferred
    $11,142
    Nontaxable benefits
    $11,873
    Filer's total
    $160,279

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • LIFEWORKS NW SOLUTIONS

    501(C)(3) · SUPPORTING ORGANIZATION OF LIFEWORKS NW · OR · controlled entity

    Directly controlled by LIFEWORKS NW

Provenance

Return type
form_990
Tax year
2024
Filed
13 April 2026
IRS schema version
2024v5.5
Source object
202621059349302622

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