LIFEWORKS NW

EIN: 930502822 501(c)(3) Mental Health

PORTLAND, OR

Total Revenue
$60,717,267
Total Expenses
$50,976,728
Total Assets
$124,362,415
Net Assets
$94,298,622
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
OR
Principal Officer
MARY MONNAT
Phone
5036453581
Tax Period
2024-07-01 to 2025-06-30

LIFEWORKS NW, founded in 1961, is a mid-sized nonprofit in the Mental Health sector that reported $60.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $9.7M, a strong 16% operating margin.

Mission

OUR MISSION AT LIFEWORKS NW IS TO PROMOTE A HEALTHY COMMUNITY BY PROVIDING QUALITY AND CULTURALLY RESPONSIVE MENTAL HEALTH AND ADDICTION SERVICES ACROSS THE LIFESPAN. (CONTINUED ON SCHEDULE O.)IN THE LAST YEAR, LIFEWORKS NW OPERATED 7 SITES IN WASHINGTON COUNTY, 9 IN MULTNOMAH COUNTY, AND 2 IN CLACKAMAS COUNTY. THE ORGANIZATION'S FULL-TIME EQUIVALENT STAFF OF APPROXIMATELY 425 SERVE ABOUT 17,000 CLIENTS YEARLY; THE MAJORITY FROM IMPOVERISHED, UNDER-SERVED POPULATIONS. OUR PROGRAMS ARE DESIGNED TO MEET THE SPECIFIC NEEDS OF THE COMMUNITIES IN WHICH THEY ARE OFFERED, AND WE STRIVE TO BE A DYNAMIC AND FORWARD-THINKING CONTRIBUTOR TO THE HEALTH OF OUR REGION.

Program Service Accomplishments

Program 1
Expenses: $29,002,685 Revenue: $21,689,010

MENTAL HEALTH SERVICES - LIFEWORKS NW MENTAL HEALTH SERVICES SUPPORT CHILDREN FROM AS YOUNG AS THREE UP TO YOUNG ADULTS, WHETHER THEY NEED FOSTER CARE, OUTPATIENT THERAPY, OR A MORE STRUCTURED DAY...

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MENTAL HEALTH SERVICES - LIFEWORKS NW MENTAL HEALTH SERVICES SUPPORT CHILDREN FROM AS YOUNG AS THREE UP TO YOUNG ADULTS, WHETHER THEY NEED FOSTER CARE, OUTPATIENT THERAPY, OR A MORE STRUCTURED DAY TREATMENT PROGRAM. WE BELIEVE IN INVOLVING THE ENTIRE FAMILY WHENEVER APPROPRIATE AND WORK HARD TO KEEP CHILDREN OR YOUTH IN THEIR HOMES, LOCAL SCHOOLS, AND COMMUNITY.LIFEWORKS NW OFFERS A WIDE ARRAY OF OPTIONS FOR INDIVIDUALS, FAMILIES, ADULTS AND OLDER ADULTS WHO SEEK COUNSELING SERVICES. WE TAILOR OUR PROGRAMS TO A WIDE RANGE OF NEEDS. WE PROVIDE A MENU OF SERVICES FROM OUTPATIENT COUNSELING TO RESIDENTIAL TREATMENT FACILITIES. WE ALSO PROVIDE SUPPORTED EMPLOYMENT AND LONGER TERM SERVICES FOR CLIENTS WHO NEED THEM.

Program 2
Expenses: $7,233,522 Revenue: $5,409,428

CHEMICAL DEPENDANCY TREATMENT - WE OFFER PROVEN ALCOHOL AND DRUG TREAMENT PROGRAMS FOR YOUTH AGES 12 TO 21 AND THEIR FAMILIES. WE COORDINATE OUR EFFORTS WITH SCHOOLS, JUVENILE JUSTICE, FAMILY AND...

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CHEMICAL DEPENDANCY TREATMENT - WE OFFER PROVEN ALCOHOL AND DRUG TREAMENT PROGRAMS FOR YOUTH AGES 12 TO 21 AND THEIR FAMILIES. WE COORDINATE OUR EFFORTS WITH SCHOOLS, JUVENILE JUSTICE, FAMILY AND FRIENDS TO DEVELOP LIFE-LONG RECOVERY AND SUPPORT FOR EACH YOUNG PERSON IN OUR CARE. WITH PROGRAMS GROUNDED IN EVIDENCE-BASED PRACTICE, LIFEWORKS NW IS THE LEADING PORTLAND METRO AREA ADDICTION PROVIDER WITH THE LARGEST NUMBER AND VARIETY OF SERVICES. WE ALSO PROVIDE CULTURALLY SPECIFIC TREATMENT FOR AFRICAN-AMERICAN AND LATINO YOUTH. LIFEWORKS NW PROVIDES ADDICTION SERVICES FOR ADULTS FROM BASIC OUTPATIENT THERAPY TO MORE EXTENSIVE DAY AND RESIDENTIAL PROGRAMS. (CONTINUED ON SCHEDULE O).WE ALSO PROVIDE A RANGE OF TREATMENT FOR THOSE STRUGGLING WITH PROBLEM GAMBLING - BOTH THE GAMBLER AND HIS OR HER FAMILY. OTHER SERVICES INCLUDE WOMEN'S INTENSIVE SERVICES, RESIDENTIAL TREATMENT AND TRANSITIONAL HOUSING AND HELP FOR THOSE WITHIN THE CRIMINAL JUSTICE SYSTEM. WE USE A NUMBER OF RESEARCH-BASED THERAPEUTIC MODELS SUCH AS COGNITIVE BEHAVIORAL THERAPY AND MOTIVATIONAL THERAPY TO SUPPORT OUR CLIENTS AND INCREASE THEIR PARTICIPATION IN TREATMENT.

Program 3
Expenses: $5,522,472 Revenue: $4,129,856

PREVENTION - WE BELIEVE IT IS CRITICAL TO REACH CHILDREN AND YOUTH EARLY IN ORDER TO GET IN FRONT OF MENTAL HEALTH OR ADDICTION ISSUES. OUR COMMUNITY BASED SERVICES ARE LOCATED IN A VARIETY OF VENUES...

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PREVENTION - WE BELIEVE IT IS CRITICAL TO REACH CHILDREN AND YOUTH EARLY IN ORDER TO GET IN FRONT OF MENTAL HEALTH OR ADDICTION ISSUES. OUR COMMUNITY BASED SERVICES ARE LOCATED IN A VARIETY OF VENUES ACROSS THE TRI-COUNTY AREA. OUR HOME-BASED SERVICES PROVIDE SUPPORT FOR FAMILIES, YOUTH AND PARENTS, BUILDING ON THEIR CURRENT STRENGTHS. OUR SCHOOL BASED SERVICES WORK IN PARTNERSHIP WITH SEVERAL AREA SCHOOL DISTRICTS, TO PROVIDE PREVENTION EDUCATION AND SKILL-BUILDING SUPPORT FOR CHILDREN AND THEIR FAMILIES IN THEIR SCHOOLS. WE PROVIDE PARENTING EDUCATION IN THE COMMUNITY AND IN FAMILIES' HOMES. IN ADDITION, WE OPERATE THREE CHILDREN'S RELIEF NURSERIES.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,541,124
Program Service Revenue $31,228,294
Investment Income $1,720,971
Other Revenue $226,878
TOTAL REVENUE $60,717,267

Expense Breakdown

Grants Paid $0
Salaries & Benefits $40,914,971
Fundraising Expenses $354,091
Program Expenses $41,758,679
Other Expenses $10,061,757
TOTAL EXPENSES $50,976,728

Year-over-Year Comparison

2024 2023 Change
Revenue $60,717,267 $53,662,757 +0.1%
Expenses $50,976,728 $50,167,351 +0.0%
Net Income $9,740,539 $3,495,406 +1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
703
Volunteers
22

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
7
$586,398
Total Directors
14
$0
Key Employees
4
$876,178
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAMY LINVER CHAIR 1.00
Officer Director
$0 $0 $0
SEAN JESSUP VICE CHAIR 1.00
Officer Director
$0 $0 $0
TYLER ANDERSON OFFICER AT LARGE 1.00
Officer Director
$0 $0 $0
MARY ELLEN GLYNN SECRETARY 1.00
Officer Director
$0 $0 $0
ERIC MARTIN TREASURER 1.00
Officer Director
$0 $0 $0
LINDA CRUZ MD MEMBER 1.00
Director
$0 $0 $0
TERESA LEARN MEMBER 1.00
Director
$0 $0 $0
MICHAEL WHITE MEMBER 1.00
Director
$0 $0 $0
ROY PITTMAN MEMBER 1.00
Director
$0 $0 $0
PAUL WEATHEROY MEMBER 1.00
Director
$0 $0 $0
CATHY REYNOLDS MEMBER 1.00
Director
$0 $0 $0
JODY PFEIFER MEMBER 1.00
Director
$0 $0 $0
DANA LOPEZ MEMBER 1.00
Director
$0 $0 $0
ED WASHINGTON MEMBER 1.00
Director
$0 $0 $0
MARY MONNAT PRESIDENT/CEO 40.00
Officer
$285,151 $40,679 $325,830
CONNIE DUNKLE-WEYRAUCH VP FIN./DIR STRAT. OPS 40.00
Officer
$225,716 $34,852 $260,568
KATHRYN BEVERIDGE VP OPERATIONS 40.00
Key Emp
$205,480 $32,739 $238,219
MARK LEWINSOHN VP CLINICAL SERVICES 40.00
Key Emp
$194,966 $30,459 $225,425
CORNELIA MARGARETHA WARNER VP OF HUMAN RESOURCES 40.00
Key Emp
$214,327 $17,289 $231,616
LORA JAN KERR VP OF ANALYTICS AND TECHNOLOGY 40.00
Key Emp
$166,206 $14,712 $180,918
IAN STARR PSYCHIATRIST 40.00
Highest
$353,922 $35,370 $389,292
CORTNEY TAYLOR PSYCHIATRIST 40.00
Highest
$336,831 $24,407 $361,238
GERALD PEAKE NURSE PRACTITIONER 40.00
Highest
$196,838 $31,725 $228,563
RACHEL STARK CONTROLLER 40.00
Highest
$151,199 $23,481 $174,680
CORY GROSE SERVICE DIRECTOR, INTEGRATED HEALTH 40.00
Highest
$137,264 $23,015 $160,279
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 $60,717,267 $50,976,728 $124,362,415 $9,740,539
2024 $53,662,757 $50,167,351 $111,892,293 $3,495,406
2023 $55,022,780 $49,093,167 $102,299,426 $5,929,613
2022 $53,219,937 $46,137,395 $92,908,796 $7,082,542
2021 $51,220,961 $45,532,572 $83,263,919 $5,688,389
2020 $53,995,052 $44,526,808 $70,199,926 $9,468,244
2019 $51,173,407 $45,102,960 $58,456,515 $6,070,447
2018 $47,914,692 $43,947,011 $53,800,005 $3,967,681
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