LIFEWORK DIRECTION (EIN 042735447) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

JOSEPH O'CONNOR

Phone

6175225881

Tax Period

2023-01-01 to 2023-12-31

LIFEWORK DIRECTION, founded in 1981, is a small nonprofit that reported $214K in total revenue in fiscal year 2023.

Mission

TO SERVICE THOSE WHO HAVE QUESTIONS ABOUT THE MEANING OF THEIR LIFE, THEIR WORK AND THE DIRECTION OF BOTH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $131,710

Program Service Revenue $80,865

Investment Income $1,143

Other Revenue $0

TOTAL REVENUE $213,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,372

Fundraising Expenses $0

Program Expenses $205,129

Other Expenses $28,740

TOTAL EXPENSES $212,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,718	$201,788	+0.1%
Expenses	$212,112	$196,230	+0.1%
Net Income	$1,606	$5,558	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$15,214

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN HATA	PRESIDENT	N/A	Officer	$0	$0	$0
JOSEPH O'CONNOR	TREASURER & DIRECTOR	N/A	Officer Director	$0	$0	$0
HEATHER S SHELDON	CLERK	N/A	Officer	$15,214	$0	$15,214
NICK ROWE	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER RAY	DIRECTOR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$213,718	$212,112	$275,349	$1,606
2022	$201,788	$196,230	$274,959	$5,558
2021	$239,341	$161,678	$266,960	$77,663
2020	$179,019	$220,716	$217,078	$-41,697
2019	$240,353	$230,281	$230,036	$10,072

LIFEWORK DIRECTION