LIFEWORKS AT WKU INC (EIN 842235321) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

HENDRIX BRAKEFIELD

Phone

2707454380

Tax Period

2024-07-01 to 2025-06-30

LIFEWORKS AT WKU INC, founded in 2019, is a community nonprofit in the Diseases & Disorders sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 40% operating margin.

Mission

LIFEWORKS OFFERS A TWO YEAR PROGRAM FOCUSING ON INDEPENDENCE, PRODUCTIVITY, AND COMMUNITY ENGAGEMENT FOR ADULTS ON THE AUTISM SPECTRUM. THE GOAL OF THE PROGRAM IS TO ASSIST INDIVIDUALS ON THE AUTISM SPECTRUM TO TRANSITION FROM SCHOOLING TO WORK AND INDEPENDENT LIVING.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,892,632

Program Service Revenue $383,855

Investment Income $211,037

Other Revenue $0

TOTAL REVENUE $3,487,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $880,970

Fundraising Expenses $52,662

Program Expenses $1,876,074

Other Expenses $1,217,633

TOTAL EXPENSES $2,098,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,487,524	$1,403,259	+1.5%
Expenses	$2,098,603	$1,066,803	+1.0%
Net Income	$1,388,921	$336,456	+3.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$100,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENDRIX BRAKEFIELD	EXECUTIVE DI	40.00	Officer	$81,458	$18,773	$100,231
DOUG GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
ANN MEAD	DIRECTOR	1.00	Director	$0	$0	$0
MARY LLOYD MOORE	DIRECTOR	1.00	Director	$0	$0	$0
HARRIS PEPPER	DIRECTOR	1.00	Director	$0	$0	$0
JON SOWARDS	DIRECTOR	1.00	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
2025	$3,487,524	$2,098,603	$8,224,929	$1,388,921
2024	$1,403,259	$1,066,803	$6,480,117	$336,456
2023	$1,492,823	$1,092,934	$5,913,771	$399,889
2022	$473,934	$644,850	$5,799,831	$-170,916
2021	$301,215	$380,467	$5,850,774	$-79,252
2020	$5,997,878	$101,046	$6,222,921	$5,896,832

LIFEWORKS AT WKU INC