LIFEWORKS INCORPORATED

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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

1983

Legal Domicile

Principal Officer

DANIEL BURKE

Phone

7817624001

Tax Period

2024-07-01 to 2025-06-30

LIFEWORKS INCORPORATED, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $40.9M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

LIFEWORKS PROVIDES EDUCATION, JOBS AND HOMES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES EMPOWERING THEM TO LEAD MEANINGFUL LIVES WITHIN THE COMMUNITY. OUR GUIDING PRINCIPLES ENSURE THAT LIFEWORKS STAFF AND VOLUNTEERS STRIVE TO CREATE AND CONDUCT PROGRAMMING WHICH:-IS PERSON CENTERED AND INDIVIDUALIZED-NURTURES COMMUNITY, FRIENDSHIP AND FAMILY TIES-PROMOTES MEANINGFUL, PRODUCTIVE PARTICIPATION IN SOCIETY-CREATES OPPORTUNITIES FOR MEANINGFUL, RESPONSIBLE DECISIONS-CREATES OPPORTUNITY FOR REASONABLE RISK-TAKING-PROTECTS AND PROMOTES HUMAN RIGHTS-PROMOTES SUPPORTIVE SOCIAL ENVIRONMENTS AND ATTITUDES-PROVIDES COMPETENT AND CARING PROFESSIONAL SUPPORTS

Program Service Accomplishments

Program 1

Expenses: $22,091,664 Revenue: $1,123,776

RESIDENTIAL SERVICES - THE RESIDENTIAL SERVICES DIVISION PROVIDES RESIDENCES AND COOPERATIVE LIVING SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES.

Program 2

Expenses: $6,812,418 Revenue: $627,559

EMPLOYMENT SERVICES - THE EMPLOYMENT SERVICES DIVISION PROVIDES EMPLOYMENT TRAINING AND SKILLS EXPANSION FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. APPROXIMATELY HALF OF THESE CLIENTS ARE EMPLOYED IN THE PRIVATE SECTOR EACH DAY. CLIENTS ARE TRAINED TO DEVELOP THE NECESSARY JOB AND SOCIAL SKILLS REQUIRED TO GAIN INDEPENDENT COMPETITIVE EMPLOYMENT.

Program 3

Expenses: $3,554,366

DAY HABILITATION - THE DAY HABILITATION DIVISION SERVES INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES MEN AND WOMEN. THE GOAL OF THE PROGRAM IS TO FURTHER DEVELOP CLIENT LIVING SKILLS...

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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 (2024)

Revenue Breakdown

Contributions & Grants $31,877,996

Program Service Revenue $6,956,242

Investment Income $1,788,478

Other Revenue $310,457

TOTAL REVENUE $40,933,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,520,114

Fundraising Expenses $160,546

Program Expenses $36,679,450

Other Expenses $13,309,398

TOTAL EXPENSES $40,829,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,933,173	$37,871,963	+0.1%
Expenses	$40,829,512	$37,533,705	+0.1%
Net Income	$103,661	$338,258	-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

646

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

$455,065

Total Directors

$1,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN ADAMS	DIRECTOR	0.75	Director	$0	$0	$0
AMBREEN HASAN	DIRECTOR	0.75	Director	$0	$0	$0
CAROLYN GOMBOSI	DIRECTOR	0.75	Director	$0	$0	$0
DENNIS CARROLL	CHAIRMAN	0.75	Officer Director	$0	$0	$0
GARRETT TRAYLOR	DIRECTOR	0.75	Director	$0	$0	$0
HEIDI HAGGMAN	DIRECTOR	0.75	Director	$0	$0	$0
IRA BIGGAR	DIRECTOR	0.75	Director	$0	$0	$0
JANE MCCLELLAN	DIRECTOR	0.75	Director	$0	$0	$0
KAREN NORTON	DIRECTOR	0.75	Director	$0	$0	$0
KEVIN MURPHY	VICE CHAIRMAN	0.75	Officer Director	$1,712	$0	$1,712
MARILYN HOWLEY	CLERK	0.75	Officer Director	$0	$0	$0
PAUL CUMMINGS	DIRECTOR	0.75	Director	$0	$0	$0
PAUL FALVEY	TREASURER	0.75	Officer Director	$0	$0	$0
RICHARD HENDERSON	DIRECTOR	0.75	Director	$0	$0	$0
ROBYN GARTH	DIRECTOR	0.75	Director	$0	$0	$0
THOMAS ERHARD	DIRECTOR	0.75	Director	$0	$0	$0
BRENDA J CALDER	CFO	38.00	Officer	$176,193	$6,627	$182,820
DANIEL BURKE	PRESIDENT & CEO	38.00	Officer	$250,342	$20,191	$270,533
CHRISTOPHER PAGE	COO	38.00	Highest	$174,997	$17,586	$192,583
DANIELLE WARZECKI	VP OF RESIDENTIAL SERVICE	40.00	Highest	$115,379	$21,715	$137,094
KAY LEE DAVIS-BLANCHARD	VP OF CLINICAL & COMMUNITY SERVICES	40.00	Highest	$121,460	$10,693	$132,153
KATHY THI LE	REGISTERED NURSE	40.00	Highest	$150,440	$9,138	$159,578
SARAH CHARBONNEAU	VP OF EMPLOYMENT & DAY SERVICES	40.00	Highest	$113,784	$15,273	$129,057

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
2025	$40,933,173	$40,829,512	$48,165,923	$103,661
2024	No data	No data	No data	No data
2023	$32,116,047	$34,414,679	$42,546,824	$-2,298,632
2022	$35,291,739	$30,218,206	$38,966,418	$5,073,533
2021	$26,087,174	$26,096,317	$40,994,438	$-9,143
2020	$19,508,413	$20,021,250	$19,460,584	$-512,837
2019	$18,146,292	$18,302,283	$16,249,323	$-155,991
2018	$17,453,782	$17,520,318	$16,113,595	$-66,536