Totals
- Total revenue
- $95,770,432
- Total expenses
- $94,584,160
- Contributions and grants received
- $1,033,113
- Grants paid
- $0
- Program service revenue
- $94,084,679
- Investment income
- $715,629
- Other revenue
- -$62,989
- Total assets, end of year
- $45,467,176
- Total liabilities, end of year
- $10,211,143
- Net assets or fund balances, end of year
- $35,256,033
- Program services expenses (Part IX)
- $87,358,482
- Management and general expenses
- $6,787,022
- Fundraising expenses
- $438,656
- Program service expenses (Part III)
- $87,358,482
Program services were 92.4% 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
$451,821
-
1e · Government grants (contributions)
$158,026
-
1f · All other contributions, gifts and grants
$423,266
-
1g · Noncash contributions included above
$80,282
-
2a · Program service revenue: SERVICE CONTRACTS
total $92,406,399 · related or exempt $92,406,399
-
2b · Program service revenue: VOCATIONAL CONTRACTS
total $1,570,502 · related or exempt $1,570,502
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $60,210 · related or exempt $60,210
-
2d · Program service revenue: MUSIC THERAPY
total $47,568 · related or exempt $47,568
-
3 · Investment income
total $715,629 · excluded $715,629
-
8a · Fundraising events: gross income
$59,440
-
8a · Fundraising events: contributions included on line 1c
$451,821
-
8b · Fundraising events: direct expenses
$122,429
-
8c · Net income from fundraising events
total -$62,989 · excluded -$62,989
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $508,329 · management and general $461,784 · fundraising $46,545
-
7 · Other salaries and wages
total $76,019,948 · program services $72,747,361 · management and general $3,079,426 · fundraising $193,161
-
8 · Pension plan contributions
total $644,278 · program services $552,805 · management and general $85,989 · fundraising $5,484
-
9 · Other employee benefits
total $2,344,873 · program services $2,054,320 · management and general $273,911 · fundraising $16,642
-
10 · Payroll taxes
total $3,919,452 · program services $3,362,982 · management and general $523,111 · fundraising $33,359
-
11b · Fees: legal
total $164,297 · management and general $164,297
-
11c · Fees: accounting
total $66,707 · management and general $66,707
-
11f · Fees: investment management
total $160,966 · management and general $160,966
-
11g · Fees: other
total $251,166 · program services $22,150 · management and general $205,838 · fundraising $23,178
-
12 · Advertising and promotion
total $72,035 · management and general $72,035
-
13 · Office expenses
total $1,117,827 · program services $401,052 · management and general $681,757 · fundraising $35,018
-
16 · Occupancy
total $519,279 · program services $261,470 · management and general $257,809
-
17 · Travel
total $695,737 · program services $690,676 · management and general $4,947 · fundraising $114
-
20 · Interest
total $32,878 · program services $32,878
-
22 · Depreciation, depletion and amortization
total $560,701 · program services $217,856 · management and general $342,845
-
23 · Insurance
total $191,720 · program services $97,141 · management and general $94,139 · fundraising $440
-
24a · Other expenses: FISCAL INTERMEDIARY PUR
total $6,745,056 · program services $6,745,056
-
24b · Other expenses: EQUIPMENT
total $336,081 · program services $105,141 · management and general $229,925 · fundraising $1,015
-
24c · Other expenses: MISCELLANEOUS EXPENSES
total $182,000 · program services $38,965 · management and general $61,826 · fundraising $81,209
-
24d · Other expenses: RECOGNITION
total $26,767 · program services $11,499 · management and general $14,851 · fundraising $417
-
24e · All other expenses
total $24,063 · program services $17,130 · management and general $4,859 · fundraising $2,074
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,682,717 · end of year $4,741,803
-
3 · Pledges and grants receivable
beginning of year $140,089 · end of year $70,048
-
4 · Accounts receivable
beginning of year $6,816,821 · end of year $9,047,078
-
9 · Prepaid expenses and deferred charges
beginning of year $430,134 · end of year $518,775
-
10a · Land, buildings and equipment: cost or other basis
$8,561,161
-
10b · Land, buildings and equipment: accumulated depreciation
$4,221,790
-
10c · Land, buildings and equipment, net
beginning of year $4,319,405 · end of year $4,339,371
-
11 · Investments: publicly traded securities
beginning of year $24,299,758 · end of year $26,110,524
-
15 · Other assets
beginning of year $662,065 · end of year $639,577
-
17 · Accounts payable and accrued expenses
beginning of year $6,501,629 · end of year $8,264,056
-
19 · Deferred revenue
beginning of year $44,458 · end of year $35,737
-
23 · Secured mortgages and notes payable
beginning of year $1,168,186 · end of year $977,020
-
25 · Other liabilities
beginning of year $979,526 · end of year $934,330
-
27 · Net assets without donor restrictions
beginning of year $32,617,190 · end of year $35,256,033
-
28 · Net assets with donor restrictions
beginning of year $40,000 · end of year $0
Mission and programs · 2023
Mission
LIFEWORKS' MISSION IS TO PARTNER WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY.
Activities or mission (Part I)
LIFEWORKS PARTNERS WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY.
-
SELF-DIRECTED SERVICESTHROUGH A PERSONALIZED EXPERIENCE, LIFEWORKS PARTNERS WITH INDIVIDUALS AND FAMILIES AS THEY DIRECT THEIR OWN HOME CARE AND SUPPORT. THIS INCLUDES MINNESOTA PROGRAMS: CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), CONSUMER SUPPORT GRANT (CSG), PCA CHOICE, INDIVIDUALIZED HOME SUPPORTS (IHS), RESPITE, NIGHT SUPERVISION, AND HOMEMAKER SERVICES.IN 2023, 2,192 INDIVIDUALS AND FAMILIES ACCESSED SELF-DIRECTED SERVICES THROUGH LIFEWORKS.
Expenses $77,756,855 · Revenue $84,814,858
-
EMPLOYMENT SERVICESLIFEWORKS BREAKS DOWN BARRIERS AND INCREASES ACCESS TO OPPORTUNITIES, LEADING TO A MORE DIVERSE AND INCLUSIVE WORKFORCE IN MINNESOTA. WE CONNECT PEOPLE TO EXPERIENCES THAT EXPLORE THEIR INTERESTS, DEVELOP SKILLS, AND START OR ADVANCE THEIR CAREERS.IN 2023, LIFEWORKS PARTNERED WITH 838 PEOPLE THROUGH OUR EMPLOYMENT SERVICES. INDIVIDUALS JOINING THE WORKFORCE OR STARTING NEW JOBS EARNED AN AVERAGE WAGE OF $13.76 PER HOUR WITH WAGES AS HIGH AS $24 PER HOUR.
Expenses $6,003,742 · Revenue $5,485,802
-
DAY SUPPORT SERVICES PERSONALIZED SUPPORT AND COMMUNITY ENGAGEMENT ARE CORNERSTONES OF LIFEWORKS SERVICE DELIVERY AND WITH THE INDIVIDUAL LEADING THE WAY, WE PROVIDE OPPORTUNITIES TO EXPLORE EACH PERSON'S INTERESTS, DEVELOP SKILLS, AND BUILD COMMUNITY CONNECTIONS. 187 INDIVIDUALS PARTICIPATED IN ACTIVITIES IN THEIR COMMUNITIES INCLUDING VOLUNTEER OPPORTUNITIES, TOURS OF AREA BUSINESSES, AND RECREATIONAL OUTINGS IN 2023.
Expenses $3,351,155 · Revenue $3,666,181
-
RESOURCE NAVIGATION DEVELOPED FOR INDIVIDUALS FACING A CROSSROADS WHETHER THAT BE TRANSITIONING FROM SCHOOL TO ADULTHOOD OR APPROACHING A NEW PHASE IN LIFE 50 PEOPLE WITH DISABILITIES PARTNERED WITH LIFEWORKS RESOURCE NAVIGATION IN 2023. PARTICIPANTS EXPLORED AVAILABLE OPTIONS AND CONNECTED WITH RESOURCES THAT HELPED THEM TAKE THE NEXT STEP TOWARD ACHIEVING THEIR GOALS.
Expenses $246,730 · Revenue $117,838
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ajani Lewis-McGheeAJANI LEWIS-MCGHEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.6
-
Bukata HayesBUKATA HAYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Caryn AddanteCARYN ADDANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Catherine MahoneCATHERINE MAHONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
Danielle KentDANIELLE KENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.3
-
Ed KellyED KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Gertrude Matemba-MutasaGERTRUDE MATEMBA-MUTASA
PRESIDENT/CEO
- Total calculated
- $310,298
- From this org
- $285,398
- From related orgs
- $0
- Other
- $24,900
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,230
- Bonus
- $29,906
- Other
- $8,262
- Deferred
- $0
- Nontaxable benefits
- $24,900
- Filer's total
- $310,298
-
John AbbottJOHN ABBOTT
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1.4
-
Kofi BruceKOFI BRUCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark GeldernickMARK GELDERNICK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mark TraynorMARK TRAYNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.6
-
Nimo AhmedNIMO AHMED
DIRECTOR (THRU 02/23)
- Total calculated
- $0
- Hours/week
- 0
-
Patricia RileyPATRICIA RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.1
-
Stephanie LeeSTEPHANIE LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
Theodore CarlsonTHEODORE CARLSON
DIRECTOR (THRU 04/23)
- Total calculated
- $0
- Hours/week
- 0.4
-
Laura PurfeerstLAURA PURFEERST
CHIEF FINANCIAL OFFICER
- Total calculated
- $198,031
- From this org
- $173,558
- From related orgs
- $0
- Other
- $24,473
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,866
- Bonus
- $12,692
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $24,473
- Filer's total
- $198,031
-
Donald BecchettiDONALD BECCHETTI
DIRECTOR OF OPERATIONS
- Total calculated
- $159,022
- From this org
- $135,324
- From related orgs
- $0
- Other
- $23,698
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,850
- Bonus
- $6,474
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $23,698
- Filer's total
- $159,022
-
Emily RohrerEMILY ROHRER
VP OF ADVANCEMENT
- Total calculated
- $151,125
- From this org
- $141,812
- From related orgs
- $0
- Other
- $9,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,583
- Bonus
- $7,248
- Other
- $4,981
- Deferred
- $0
- Nontaxable benefits
- $9,313
- Filer's total
- $151,125
-
Jennifer Evans-HallJENNIFER EVANS-HALL
VP OF HUMAN RESOURCES, DIV (THRU 6/23)
- Total calculated
- $115,412
- From this org
- $107,211
- From related orgs
- $0
- Other
- $8,201
- Hours/week
- 40
-
Lisa ZaspelLISA ZASPEL
CHIEF PROGRAM OFFICER (THRU 8/23)
- Total calculated
- $149,711
- From this org
- $149,463
- From related orgs
- $0
- Other
- $248
- Hours/week
- 40
-
Mary L VasilisMARY L VASILIS
FINANCIAL CONTROLLER
- Total calculated
- $117,940
- From this org
- $101,474
- From related orgs
- $0
- Other
- $16,466
- Hours/week
- 40
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4A
- NAME: JENNIFER EVANS-HALL, DESCRIPTION: SEVERANCE PAY, CURRENT YEAR AMOUNT: $26,384. PLAN DESCRIPTION: PAYMENT UPON TERMINATION OF EMPLOYMENT
- PART I, LINE 7
- BASED ON 3 CATEGORIES; 1) COMPLETION OF DEFINED PERSONAL GOALS WHICH COINCIDES WITH THE STRATEGIC PLAN, 2) POSITIVE RESULTS ON DEFINED SCORECARD MEASURES, 3) POSITIVE FINANCIAL RESULTS WITH MILESTONES TOWARDS MEETING BOARD APPROVED FINANCIAL PLAN
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401149349300420
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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