Life Work Direction INC FY2020 filing

Tax-deductible

Boston, MA501(c)(3)EIN 04-2735447

To service those who have questions about the meaning of their life, their work and the direction of both.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$137K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $6K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$137K
to officers and key staff · 62% of spending
Concern: pay to officers and key staff is 62% of spending; over 30%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $23K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$29K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$179K
Spent
$221K
To programs
98%
Net assets
$188K
By yearFY2020–FY2024
Revenue
$179K
FY2020
Revenue by fiscal year
FY2020$179K
FY2021$239K
FY2022$202K
FY2023$214K
FY2024$215K
Expenses
$221K
FY2020
Expenses by fiscal year
FY2020$221K
FY2021$162K
FY2022$196K
FY2023$212K
FY2024$227K
Net assets
$188K
FY2020
Net assets by fiscal year
FY2020$188K
FY2021$265K
FY2022$271K
FY2023$272K
FY2024$261K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $216K Management & general 2% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990; $137K paid to officers and key staff.

Part VII, Section A · reportable compensation
Staff Member
$56,004Pt VII · Sec A
Staff Member
$48,000Pt VII · Sec A
Staff Member
$25,000Pt VII · Sec A
$8,269Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Scott H Walker————$56,004
Louise R Walker————$48,000
Eunice R Schatz————$25,000
Heather S Sheldon$18,103$15,214$8,586$7,130$8,269

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps people explore life's meaning, work, and future direction.

Provided by the organization

This section is blank until Life Work Direction INC claims this page.

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3 program services account for $216K of program spending, described in the organization's own filed words · FY2020.
01

Conduct a series of sessions for individuals in a vocational process involving staff members in order to explore the questions of one's life, work and direction.

$145Kprogram expense
02

Conduct a series of sessions providing spiritual companionship and direction for individuals and couples in order to further understand the meaning and purpose of life.

$70Kprogram expense
03

Conduct a series of retreat-based sessions for individuals who are in the early stages of their working lives. Sessions are limited to small groups who want to explore their vocational direction.

$2Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$23K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$179K
Ln 12
Gifts and grantsLn 1h$106K
Fees for servicesLn 2g$73K
Investment incomeLn 3$254
Money outPt IX
$221K
Ln 25
Programscol B$216K
Managementcol C$4K
Owns and owesPt X
$188K
net assets · Ln 32
Cash and savingsLn 1–2$217K
Total assetsLn 16$217K
LiabilitiesLn 26$29K
PeoplePt VI, VII
9
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$106K
Fees for servicesLn 2g$73K
Investment incomeLn 3$254
Total revenueLn 12$179K
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$192K
Cash and savings togetherLn 1–2$217K
Total assetsLn 16$217K
LiabilitiesLn 26$29K
Net assetsLn 32$188K
OperationsPt I, VI
EmployeesI 55
VolunteersI 61
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$230K$217K
Total assetsLn 16$230K$217K
LiabilitiesLn 26$698$29K
Net assetsLn 32$229K$188K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$129K$129K$0$0
Other salaries and wagesLn 7$14K$14K$0$0
Pension plan contributionsLn 8$1K$1K$0$0
Other employee benefitsLn 9$16K$16K$0$0
Payroll taxesLn 10$11K$11K$0$0
Management feesLn 11a$8K$8K$0$0
Accounting feesLn 11c$2K$0$2K$0
Investment management feesLn 11f$888$0$888$0
Office expensesLn 13$1K$0$1K$0
OccupancyLn 16$28K$28K$0$0
Other expenses (24a–d)Ln 24$9K$8K$495$0
All other expensesLn 24e$901$800$101$0
Total functional expensesLn 25$221K$216K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $215K$227K−$12K$261K 990 PDF
FY2023 $214K$212K$2K$272K 990 PDF
FY2022 $202K$196K$6K$271K 990 PDF
FY2021 $239K$162K$78K$265K 990 PDF
FY2020 Viewing $179K$221K−$42K$188K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $179,019 across 5 lines filed
VIII-1f All other contributions, gifts and grants$106,082
VIII-1h Total contributions, gifts and grants$106,082
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$72,683
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$254
VIII-12 Total revenueRelated to mission $72,937 · Unrelated business $0 · Excluded from tax $0$179,019
Part IX · Statement of functional expenses $220,716 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $129,004 · Management $0 · Fundraising $0$129,004
IX-7 Other salaries and wagesPrograms $13,990 · Management $0 · Fundraising $0$13,990
IX-8 Pension plan contributionsPrograms $1,396 · Management $0 · Fundraising $0$1,396
IX-9 Other employee benefitsPrograms $16,005 · Management $0 · Fundraising $0$16,005
IX-10 Payroll taxesPrograms $10,947 · Management $0 · Fundraising $0$10,947
IX-11a Management feesPrograms $8,269 · Management $0 · Fundraising $0$8,269
IX-11c Accounting feesPrograms $0 · Management $1,760 · Fundraising $0$1,760
IX-11f Investment management feesPrograms $0 · Management $888 · Fundraising $0$888
IX-13 Office expensesPrograms $0 · Management $1,049 · Fundraising $0$1,049
IX-16 OccupancyPrograms $28,000 · Management $0 · Fundraising $0$28,000
IX-24 Other expenses (24a–d)Programs $8,012 · Management $495 · Fundraising $0$8,507
IX-24e All other expensesPrograms $800 · Management $101 · Fundraising $0$901
IX-25 Total functional expensesPrograms $216,423 · Management $4,293 · Fundraising $0$220,716
Part X · Balance sheet $217,078 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $26,737$25,252
X-2 Savings and temporary cash investmentsStart of year $203,299$191,826
X-16 Total assetsStart of year $230,036$217,078
X-17 Accounts payable and accrued expensesStart of year $698$445
X-24 Unsecured notes and loans payable$28,992
X-26 Total liabilitiesStart of year $698$29,437
X-27 Net assets without donor restrictionsStart of year $229,338$187,641
X-32 Total net assets or fund balancesStart of year $229,338$187,641
X-33 Total liabilities and net assetsStart of year $230,036$217,078
Part XI · Reconciliation of net assets $187,641 net assets at year end
XI-1 Total revenue$179,019
XI-2 Total expenses$220,716
XI-3 Revenue less expenses−$41,697
XI-4 Net assets at start of year$229,338
XI-10 Net assets at end of year$187,641

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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