What the amendment changed
Compared with the return it replaced , filed 18 May 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed only on the later return
- Michelle HanrahanMICHELLE HANRAHAN
Totals
- Total revenue
- $138,363,287
- Total expenses
- $137,730,674
- Contributions and grants received
- $4,218,228
- Grants paid
- $0
- Program service revenue
- $133,482,757
- Investment income
- $699,723
- Other revenue
- -$37,421
- Total assets, end of year
- $54,202,134
- Total liabilities, end of year
- $11,794,233
- Net assets or fund balances, end of year
- $42,407,901
- Program services expenses (Part IX)
- $127,418,893
- Management and general expenses
- $9,794,068
- Fundraising expenses
- $517,713
- Program service expenses (Part III)
- $127,418,893
Program services were 92.5% 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
$407,736
-
1e · Government grants (contributions)
$3,360,180
-
1f · All other contributions, gifts and grants
$450,312
-
1g · Noncash contributions included above
$46,677
-
2a · Program service revenue: SERVICE CONTRACTS
total $132,157,351 · related or exempt $132,157,351
-
2b · Program service revenue: VOCATIONAL CONTRACTS
total $1,295,595 · related or exempt $1,295,595
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $29,811 · related or exempt $29,811
-
3 · Investment income
total $699,681 · excluded $699,681
-
7a · Gross sales of assets other than inventory
other assets $42
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $42
-
7d · Net gain or loss
total $42 · excluded $42
-
8a · Fundraising events: gross income
$201,826
-
8a · Fundraising events: contributions included on line 1c
$407,736
-
8b · Fundraising events: direct expenses
$245,627
-
8c · Net income from fundraising events
total -$43,801 · excluded -$43,801
-
9a · Gaming: gross income
$10,020
-
9b · Gaming: direct expenses
$3,640
-
9c · Net income from gaming
total $6,380 · excluded $6,380
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $813,089 · management and general $739,406 · fundraising $73,683
-
7 · Other salaries and wages
total $111,845,434 · program services $107,674,926 · management and general $3,909,111 · fundraising $261,397
-
8 · Pension plan contributions
total $677,570 · program services $613,233 · management and general $61,439 · fundraising $2,898
-
9 · Other employee benefits
total $4,318,689 · program services $3,740,926 · management and general $545,740 · fundraising $32,023
-
10 · Payroll taxes
total $3,569,890 · program services $3,040,152 · management and general $497,894 · fundraising $31,844
-
11b · Fees: legal
total $117,830 · management and general $117,830
-
11c · Fees: accounting
total $104,232 · management and general $104,232
-
11f · Fees: investment management
total $78,686 · management and general $78,686
-
11g · Fees: other
total $1,577,793 · program services $144,038 · management and general $1,413,736 · fundraising $20,019
-
12 · Advertising and promotion
total $69,274 · program services $367 · management and general $68,907
-
13 · Office expenses
total $179,896 · program services $42,277 · management and general $129,530 · fundraising $8,089
-
14 · Information technology
total $1,252,460 · program services $656,234 · management and general $592,486 · fundraising $3,740
-
16 · Occupancy
total $773,160 · program services $493,385 · management and general $279,775
-
17 · Travel
total $537,569 · program services $531,069 · management and general $6,255 · fundraising $245
-
19 · Conferences, conventions and meetings
total $463,899 · program services $97,272 · management and general $311,418 · fundraising $55,209
-
20 · Interest
total $20,646 · program services $20,646
-
23 · Insurance
total $202,398 · program services $102,029 · management and general $100,076 · fundraising $293
-
24a · Other expenses: FISCAL INTERMEDIARY PUR
total $8,615,078 · program services $8,615,078
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $1,521,078 · program services $1,439,474 · management and general $63,085 · fundraising $18,519
-
24c · Other expenses: EQUIPMENT
total $925,723 · program services $188,263 · management and general $736,022 · fundraising $1,438
-
24d · Other expenses: RECOGNITION
total $35,751 · program services $5,374 · management and general $30,311 · fundraising $66
-
24e · All other expenses
total $30,529 · program services $14,150 · management and general $8,129 · fundraising $8,250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,607,191 · end of year $3,007,768
-
3 · Pledges and grants receivable
beginning of year $199,009 · end of year $404,280
-
4 · Accounts receivable
beginning of year $13,571,401 · end of year $14,465,314
-
9 · Prepaid expenses and deferred charges
beginning of year $429,632 · end of year $560,111
-
10a · Land, buildings and equipment: cost or other basis
$9,072,087
-
10b · Land, buildings and equipment: accumulated depreciation
$4,825,917
-
10c · Land, buildings and equipment, net
beginning of year $4,223,320 · end of year $4,246,170
-
11 · Investments: publicly traded securities
beginning of year $28,054,031 · end of year $30,708,665
-
15 · Other assets
beginning of year $842,007 · end of year $809,826
-
17 · Accounts payable and accrued expenses
beginning of year $10,361,364 · end of year $9,775,703
-
19 · Deferred revenue
beginning of year $41,589 · end of year $411,772
-
23 · Secured mortgages and notes payable
beginning of year $781,002 · end of year $577,603
-
25 · Other liabilities
beginning of year $1,100,232 · end of year $1,029,155
-
27 · Net assets without donor restrictions
beginning of year $39,642,404 · end of year $42,407,901
Mission and programs · 2025
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 MISSION IS TO BE THE PARTNER OF CHOICE IN ADVANCING DISABILITY INCLUSION. LIFEWORKS ENVISIONS A WORLD WHERE DISABILITY INCLUSION IS THE STANDARD/
-
LIFEWORKS IN-HOME SERVICESTHROUGH A PERSONALIZED AND SELF-DIRECTED APPROACH, LIFEWORKS PARTNERS WITH INDIVIDUALS AND FAMILIES TO HELP THEM MAINTAIN THEIR INDEPENDENCE AT HOME AND IN THEIR COMMUNITY. THIS INCLUDES MINNESOTA PROGRAMS: CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS), CONSUMER SUPPORT GRANT (CSG), PCA CHOICE, INDIVIDUALIZED HOME SUPPORTS (IHS), RESPITE, NIGHT SUPERVISION, AND HOMEMAKER SERVICES.IN 2025, 2,781 INDIVIDUALS AND FAMILIES ACCESSED IN-HOME SERVICES THROUGH LIFEWORKS.
Expenses $117,819,540 · Revenue $123,389,901
-
LIFEWORKS 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 2025, LIFEWORKS PARTNERED WITH 545 PEOPLE THROUGH OUR EMPLOYMENT SERVICES. INDIVIDUALS JOINING THE WORKFORCE OR STARTING NEW JOBS EARNED AN AVERAGE WAGE OF $14.66 PER HOUR WITH WAGES AS HIGH AS $25.33 PER HOUR.
Expenses $4,884,428 · Revenue $5,288,133
-
LIFEWORKS 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. 265 INDIVIDUALS PARTICIPATED IN ACTIVITIES IN THEIR COMMUNITIES INCLUDING VOLUNTEER OPPORTUNITIES, TOURS OF AREA BUSINESSES, AND RECREATIONAL OUTINGS IN 2025.
Expenses $4,235,270 · Revenue $4,681,320
-
LIFEWORKS RESOURCE NAVIGATION NAVIGATING THE COMPLEXITIES OF DISABILITY SUPPORT CAN BE CHALLENGING. RESOURCE NAVIGATION IS DESIGNED TO EMPOWER AND EQUIP INDIVIDUALS AND FAMILIES WITH THE KNOWLEDGE AND SKILL THEY NEED TO THRIVE. PARTICIPANTS EXPLORE AVAILABLE OPTIONS AND CONNECT WITH RESOURCES THAT HELPED THEM TAKE THE NEXT STEP TOWARD ACHIEVING THEIR GOALS. IN 2025, 1102EOPLE PARTNERED WITH LIFEWORKS RESOURCE NAVIGATION. LIFEWORKS DISABILITY INCLUSION TRAINING AND CONSULTINGDISABILITY INCLUSION GUIDES EVERYTHING WE DO AT LIFEWORKS BECAUSE WE BELIEVE IN RADICALLY INCLUSIVE COMMUNITIES WHERE PEOPLE WITH DISABILITIES ARE LEADERS, DECISION-MAKERS, AND EQUAL PARTICIPANTS IN EVERY ASPECT. THROUGH OUR TRAINING AND CONSULTING, WE ARE BUILDING A WORLD WHERE PEOPLE WITH DISABILITIES CAN THRIVE. IN 2025, 5,331 PEOPLE ATTENDED A DISABILITY INCLUSION TRAINING OR EDUCATION SESSION WITH LIFEWORKS.
Expenses $479,655 · Revenue $121,556
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gertrude Matemba-MutasaGERTRUDE MATEMBA-MUTASA
PRESIDENT/CEO
- Total calculated
- $461,966
- From this org
- $419,982
- From related orgs
- $0
- Other
- $41,984
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,360
- Bonus
- $93,660
- Other
- $41,962
- Deferred
- $0
- Nontaxable benefits
- $41,984
- Filer's total
- $461,966
-
John AbbottJOHN ABBOTT
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Mark TraynorMARK TRAYNOR
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.9
-
Chad BigalkeCHAD BIGALKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary CurrierMARY CURRIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dexter DavisDEXTER DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4
-
Mark GeldernickMARK GELDERNICK
DIRECTOR (LEFT APRIL 2025)
- Total calculated
- $0
- Hours/week
- 1.3
-
Barry GisserBARRY GISSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bukata HayesBUKATA HAYES
DIRECTOR (LEFT APRIL 2025)
- Total calculated
- $0
- Hours/week
- 0.3
-
Leah HenricksonLEAH HENRICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.1
-
Danielle KentDANIELLE KENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff KlettiJEFF KLETTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Stephanie LeeSTEPHANIE LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Ajani Lewis-McGheeAJANI LEWIS-MCGHEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Catherine MahoneCATHERINE MAHONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Patricia RileyPATRICIA RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Laura PurfeerstLAURA PURFEERST
CHIEF FINANCIAL OFFICER
- Total calculated
- $317,480
- From this org
- $276,509
- From related orgs
- $0
- Other
- $40,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,173
- Bonus
- $36,494
- Other
- $29,842
- Deferred
- $0
- Nontaxable benefits
- $40,971
- Filer's total
- $317,480
-
Heather BesonenHEATHER BESONEN
CHIEF PEOPLE OFFICER
- Total calculated
- $183,347
- From this org
- $159,616
- From related orgs
- $0
- Other
- $23,731
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,616
- Bonus
- $0
- Other
- $0
- Deferred
- $11,291
- Nontaxable benefits
- $12,440
- Filer's total
- $183,347
-
Kelly MonsonKELLY MONSON
CHIEF GROWTH OFFICER
- Total calculated
- $104,847
- From this org
- $98,015
- From related orgs
- $0
- Other
- $6,832
- Hours/week
- 40
-
Mark HintzMARK HINTZ
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $36,421
- From this org
- $28,858
- From related orgs
- $0
- Other
- $7,563
- Hours/week
- 40
-
Emily RohrerEMILY ROHRER
VP OF MARKETING
- Total calculated
- $188,041
- From this org
- $172,238
- From related orgs
- $0
- Other
- $15,803
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,873
- Bonus
- $12,523
- Other
- $16,842
- Deferred
- $0
- Nontaxable benefits
- $15,803
- Filer's total
- $188,041
-
Daniel MogelsonDANIEL MOGELSON
VP OF FUND DEVELOPMENT
- Total calculated
- $182,038
- From this org
- $140,665
- From related orgs
- $0
- Other
- $41,373
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,642
- Bonus
- $11,023
- Other
- $0
- Deferred
- $4,548
- Nontaxable benefits
- $36,825
- Filer's total
- $182,038
-
Muhammad KashifMUHAMMAD KASHIF
DIRECTOR OF IT
- Total calculated
- $144,084
- From this org
- $135,150
- From related orgs
- $0
- Other
- $8,934
- Hours/week
- 40
-
Mita SharmaMITA SHARMA
SR TECH ANALYST/SQL DEV
- Total calculated
- $184,129
- From this org
- $138,027
- From related orgs
- $0
- Other
- $46,102
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,559
- Bonus
- $5,158
- Other
- $6,310
- Deferred
- $10,100
- Nontaxable benefits
- $36,002
- Filer's total
- $184,129
-
Michelle HanrahanMICHELLE HANRAHAN
HR DIRECTOR
- Total calculated
- $150,005
- From this org
- $126,614
- From related orgs
- $0
- Other
- $23,391
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,994
- Bonus
- $10,620
- Other
- $0
- Deferred
- $9,119
- Nontaxable benefits
- $14,272
- Filer's total
- $150,005
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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR RECOMMENDING PERFORMANCE OBJECTIVES FOR THE CEO, EVALUATING THE CEO'S PERFORMANCE, AND RECOMMENDING TO THE BOARD THE BASE SALARY, CASH INCENTIVE BONUS, AND OTHER COMPENSATION FOR THE CEO OF LIFEWORKS. WHEN MAKING THE RECOMMENDATION, THE COMMITTEE RELIES ON COMPARABILITY DATA PROVIDED BY INTERNAL HR STAFF AND, FROM TIME TO TIME, OUTSIDE CONSULTANTS. IN 2024, LIFEWORKS COMPENSATION COMMITTEE ENGAGED WITH AN EXTERNAL CONSULTANT WHO CONDUCTED AN EXECUTIVE COMPENSATION STUDY INCLUDING COMPARATIVE PEER GROUP AND PRESENTED FINDINGS.
- PART I, LINE 7
- LIFEWORKS PROVIDES EMPLOYEES PERFORMANCE-BASED PAYMENTS BASED ON 3 CATEGORIES: 1) COMPLETION OF UP TO 8 DEFINED PERSONAL GOALS WHICH COINCIDES WITH THE STRATEGIC PLAN, 2) ACHIEVEMENT OF GOALS DEFINED ON THE BALANCED SCORECARD MEASURING CUSTOMER SATISFACTION, ORGANIZATIONAL CAPACITY, LEARNING, AND GROWTH, INTERNAL PROCESSES, AND FINANCIAL STEWARDSHIP, 3) POSITIVE FINANCIAL RESULTS DEFINED BY MEETING BOARD APPROVED BUDGET.
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
- 2025
- Filed
- 4 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202632259349301248
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