LIFEWORKS SERVICES INC (EIN 410907857) - 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

1965

Legal Domicile

Principal Officer

GERTRUDE MATEMBA-MUTASA

Phone

6514542732

Tax Period

2025-01-01 to 2025-12-31

LIFEWORKS SERVICES INC, founded in 1965, is a major nonprofit in the Human Services sector that reported $138.4M in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

LIFEWORKS MISSION IS TO BE THE PARTNER OF CHOICE IN ADVANCING DISABILITY INCLUSION. LIFEWORKS ENVISIONS A WORLD WHERE DISABILITY INCLUSION IS THE STANDARD/

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,218,228

Program Service Revenue $133,482,757

Investment Income $699,723

Other Revenue $-37,421

TOTAL REVENUE $138,363,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,224,672

Fundraising Expenses $517,713

Program Expenses $127,418,893

Other Expenses $16,506,002

TOTAL EXPENSES $137,730,674

Year-over-Year Comparison

	2025	2024	Change
Revenue	$138,363,287	$113,926,774	+0.2%
Expenses	$137,730,674	$111,037,121	+0.2%
Net Income	$632,613	$2,889,653	-0.8%

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

2209

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

$1,239,423

Total Directors

$517,563

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AJANI LEWIS-MCGHEE	DIRECTOR	0.75	Director	$0	$0	$0
BUKATA HAYES	DIRECTOR (LEFT APRIL 2025)	0.30	Director	$0	$0	$0
CATHERINE MAHONE	DIRECTOR	0.75	Director	$0	$0	$0
DANIELLE KENT	DIRECTOR	0.50	Director	$0	$0	$0
GERTRUDE MATEMBA-MUTASA	PRESIDENT/CEO	40.00	Officer Director	$419,981	$97,582	$517,563
JOHN ABBOTT	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARK GELDERNICK	DIRECTOR (LEFT APRIL 2025)	1.30	Officer Director	$0	$0	$0
MARK TRAYNOR	SECRETARY	0.90	Officer Director	$0	$0	$0
PATRICIA RILEY	DIRECTOR	0.90	Director	$0	$0	$0
STEPHANIE LEE	DIRECTOR	0.90	Director	$0	$0	$0
BARRY GISSER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF KLETTI	DIRECTOR	0.30	Director	$0	$0	$0
DEXTER DAVIS	DIRECTOR	0.40	Director	$0	$0	$0
MARY CURRIER	DIRECTOR	0.50	Director	$0	$0	$0
LEAH HENRICKSON	DIRECTOR	1.10	Director	$0	$0	$0
CHAD BIGALKE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA PURFEERST	CHIEF FINANCIAL OFFICER	40.00	Officer	$276,509	$91,714	$368,223
HEATHER BESONEN	CHIEF PEOPLE OFFICER	40.00	Officer	$159,616	$52,753	$212,369
KELLY MONSON	CHIEF GROWTH OFFICER	40.00	Officer	$98,317	$6,530	$104,847
MARK HINTZ	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$31,385	$5,036	$36,421
EMILY ROHRER	VP OF MARKETING	40.00	Highest	$172,238	$50,911	$223,149
DANIEL MOGELSON	VP OF FUND DEVELOPMENT	40.00	Highest	$140,665	$42,095	$182,760
MUHAMMAD KASHIF	DIRECTOR OF IT	40.00	Highest	$135,151	$19,574	$154,725
MITA SHARMA	SR TECH ANALYST/SQL DEV	40.00	Highest	$138,028	$60,530	$198,558

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	$138,363,287	$137,730,674	$54,202,134	$632,613
2024	No data	No data	No data	No data
2023	$95,770,432	$94,584,160	$45,467,176	$1,186,272
2022	$90,055,832	$89,120,362	$41,350,989	$935,470
2021	$81,745,859	$79,944,856	$42,159,643	$1,801,003
2020	$77,294,281	$75,789,612	$38,039,221	$1,504,669
2019	$74,642,652	$72,426,315	$33,720,373	$2,216,337
2018	$73,479,437	$71,052,415	$29,286,453	$2,427,022

LIFEWORKS SERVICES INC