Lifeworks Incorporated FY2022 filing

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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

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$965K 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

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $449K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$965K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $17.1M in investments, Pt X · Ln 11–13
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $77K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.8M
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$35.3M
+35% vs prior year
Spent
$30.2M
To programs
90%
Net assets
$29.2M
By yearFY2020–FY2025
Revenue
$35.3M
FY2022▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2020$19.5M
FY2021$26.1M
FY2022$35.3M
FY2023$32.1M
FY2024$37.9M
FY2025$40.9M
Expenses
$30.2M
FY2022▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2020$20.0M
FY2021$26.1M
FY2022$30.2M
FY2023$34.4M
FY2024$37.5M
FY2025$40.8M
Net assets
$29.2M
FY2022▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.1M
FY2021$27.8M
FY2022$29.2M
FY2023$28.8M
FY2024$30.9M
FY2025$31.6M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1984.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $27.2M Management & general 10% · $3.0M

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

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Who runs it and what they're paid

24 people listed on the 990; $965K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President & CEO
$205,259Pt VII · Sec A
$154,294Pt VII · Sec A
$154,111Pt VII · Sec A
Vice President of Community Services
$118,915Pt VII · Sec A
Registered Nurse
$116,584Pt VII · Sec A
Registered Nurse
$113,701Pt VII · Sec A
Vice President of Employment
$102,036Pt VII · Sec A
$0Pt VII · Sec A

Daniel Burke’s $250K as President & CEO is at the 63rd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Daniel Burke$250,342$232,043$232,905$205,259$147,044$133,504
Brenda J Calder$176,193$183,635$164,818$154,294$147,688$134,275
Christopher Page$174,997$162,823$163,102$154,111$140,356$138,395
Kathy Thi Le$150,440$156,776————
Myriam Exama——$144,831———
Evette Titus——$138,201$116,584——
Maimouna Mathy—$136,503————
Daniel Sullivan—$134,642$120,683$118,915——

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.

See Lifeworks Incorporated executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers homes, jobs, and supportive living for people with developmental disabilities.

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3 programs · $23.9M · in their own filed words · FY2021
01

Residential Services

The residential services division provides residences and cooperative living support for individuals with developmental and intellectual disabilities.

$16.0Mprogram expense
02

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.

$5.5Mprogram expense
03

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 and improve their interactions with other people.

$2.4Mprogram expense

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 · FY2025
Total grants receivedfrom 4 funders$77K
See all 4 funders →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $844K federal money spent
Project-Based Rental Assistance (pbra)Department of Housing and Urban Development · ALN 14.195 · Direct$658K
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$155K
Rehabilitation Services Vocational Rehabilitation Grants to StatesDepartment of Education · ALN 84.126 · Through Commonwealth of Massachusetts$23K
Special Education Grants to StatesDepartment of Education · ALN 84.027 · Through Commonwealth of Massachusetts$8K

The auditor reported 2 findings: a weakness in money controls.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$35.3M
Ln 12
Gifts and grantsLn 1h$29.5M
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$924K
Money outPt IX
$30.2M
Ln 25
Programscol B$27.2M
Managementcol C$3.0M
Owns and owesPt X
$29.2M
net assets · Ln 32
Cash and savingsLn 1–2$7.3M
Total assetsLn 16$39.0M
LiabilitiesLn 26$9.8M
PeoplePt VI, VII
24
listed · VII A
PaidVII A7
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$29.5M
Government grantsLn 1e$28.5M
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$924K
Other incomeLn 4–11$259K
Gains on assetsLn 7$507K
Total revenueLn 12$35.3M
Assets in detailPt X, end of year
CashLn 1$3.6M
SavingsLn 2$3.6M
Cash and savings togetherLn 1–2$7.3M
InvestmentsLn 11–13$17.1M
Land, buildings, equipmentLn 10c$10.4M
Other assetsLn 15$535K
Total assetsLn 16$39.0M
LiabilitiesLn 26$9.8M
Net assetsLn 32$29.2M
OperationsPt I, VI
EmployeesI 5646
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$5.1M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$7.1M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$5.0M$7.3M
InvestmentsLn 11–13$20.2M$17.1M
Land, buildings, equipmentLn 10c$10.4M$10.4M
Total assetsLn 16$41.0M$39.0M
LiabilitiesLn 26$13.2M$9.8M
Net assetsLn 32$27.8M$29.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$429K$21K$407K
Other salaries and wagesLn 7$17.5M$16.6M$919K
Pension plan contributionsLn 8$431K$365K$66K
Other employee benefitsLn 9$1.3M$1.1M$221K
Payroll taxesLn 10$1.6M$1.5M$170K
Management feesLn 11a$71K$71K
Legal feesLn 11b$41K$2K$38K
Accounting feesLn 11c$102K$102K
Investment management feesLn 11f$91K$91K
Other fees for servicesLn 11g$1.6M$1.5M$18K
Advertising and promotionLn 12$50K$42K$8K
Office expensesLn 13$526K$324K$201K
Information technologyLn 14$509K$166K$343K
OccupancyLn 16$2.3M$2.1M$190K
TravelLn 17$627K$627K
Depreciation, depletion and amortizationLn 22$797K$700K$96K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$2.2M$2.1M$56K
Total functional expensesLn 25$30.2M$27.2M$3.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 6, 2026 $40.9M$40.8M$104K$31.6M 990 PDF
FY2024Filed with the IRS May 6, 2025 $37.9M$37.5M$338K$30.9M 990 PDF
FY2023Filed with the IRS May 15, 2024 $32.1M$34.4M−$2.3M$28.8M 990 PDF
FY2022 ViewingFiled with the IRS May 9, 2023 $35.3M$30.2M$5.1M$29.2M 990 PDF
FY2021Filed with the IRS May 14, 2022 $26.1M$26.1M−$9K$27.8M 990 PDF
FY2020Filed with the IRS May 11, 2021 $19.5M$20.0M−$513K$9.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $35,291,739 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $21,276,981$29,478,654
I-9 Program service revenuePrior year $3,486,614$4,630,129
I-10 Investment incomePrior year $976,038$923,549
I-11 Other revenuePrior year $347,541$259,407
I-12 Total revenuePrior year $26,087,174$35,291,739
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,285,767$21,303,182
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,810,550$8,915,024
I-18 Total expensesPrior year $26,096,317$30,218,206
I-19 Revenue less expensesPrior year −$9,143$5,073,533
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $35,291,739 across 7 lines filed
Lines not itemized here account for $259,407 of total revenue; see the IRS return.
VIII-1e Government grants$28,522,035
VIII-1f All other contributions, gifts and grants$956,619
VIII-1h Total contributions, gifts and grants$29,478,654
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,630,129$4,630,129
VIII-3 Investment incomeExcluded from tax $416,084$416,084
VIII-7 Net gain or loss on sales of assetsExcluded from tax $507,465$507,465
VIII-12 Total revenueRelated to mission $4,889,536 · Unrelated business $0 · Excluded from tax $923,549$35,291,739
Part IX · Statement of functional expenses $30,218,206 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $21,433 · Management $407,260$428,693
IX-7 Other salaries and wagesPrograms $16,562,713 · Management $919,406$17,482,119
IX-8 Pension plan contributionsPrograms $364,607 · Management $65,947$430,554
IX-9 Other employee benefitsPrograms $1,108,865 · Management $220,907$1,329,772
IX-10 Payroll taxesPrograms $1,461,780 · Management $170,264$1,632,044
IX-11a Management feesManagement $71,415$71,415
IX-11b Legal feesPrograms $2,500 · Management $38,201$40,701
IX-11c Accounting feesManagement $102,000$102,000
IX-11f Investment management feesManagement $90,719$90,719
IX-11g Other fees for servicesPrograms $1,540,659 · Management $17,663$1,558,322
IX-12 Advertising and promotionPrograms $41,526 · Management $8,485$50,011
IX-13 Office expensesPrograms $324,334 · Management $201,249$525,583
IX-14 Information technologyPrograms $165,538 · Management $343,074$508,612
IX-16 OccupancyPrograms $2,142,616 · Management $189,605$2,332,221
IX-17 TravelPrograms $626,876$626,876
IX-22 Depreciation, depletion and amortizationPrograms $700,447 · Management $96,449$796,896
IX-23 InsuranceManagement $20,068$20,068
IX-24 Other expenses (24a–d)Programs $2,135,281 · Management $56,319$2,191,600
IX-25 Total functional expensesPrograms $27,199,175 · Management $3,019,031 · Fundraising $0$30,218,206
Part X · Balance sheet $38,966,418 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $2,602,375$3,622,378
X-2 Savings and temporary cash investmentsStart of year $2,366,062$3,645,545
X-4 Accounts receivableStart of year $4,611,725$3,500,413
X-9 Prepaid expenses and deferred chargesStart of year $98,128$121,206
X-10c Land, buildings and equipment, netStart of year $10,424,022$10,415,747
X-11 Publicly traded securitiesStart of year $19,741,472$16,907,274
X-12 Other securitiesStart of year $442,859$219,043
X-15 Other assetsStart of year $707,795$534,812
X-16 Total assetsStart of year $40,994,438$38,966,418
X-17 Accounts payable and accrued expensesStart of year $3,660,104$3,905,365
X-19 Deferred revenueStart of year $359,934$359,934
X-20 Tax-exempt bond liabilitiesStart of year $2,433,821$5,061,704
X-25 Other liabilitiesStart of year $4,098,479$392,890
X-26 Total liabilitiesStart of year $13,180,639$9,795,692
X-27 Net assets without donor restrictionsStart of year $27,813,799$28,396,060
X-28 Net assets with donor restrictions$774,666
X-32 Total net assets or fund balancesStart of year $27,813,799$29,170,726
X-33 Total liabilities and net assetsStart of year $40,994,438$38,966,418
Part XI · Reconciliation of net assets $29,170,726 net assets at year end
XI-1 Total revenue$35,291,739
XI-2 Total expenses$30,218,206
XI-3 Revenue less expenses$5,073,533
XI-4 Net assets at start of year$27,813,799
XI-5 Net unrealized gains (losses) on investments−$3,716,606
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$29,170,726

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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