Nonprofit · EIN 22-2512887
LIFEWORKS INCORPORATED
Tax-exempt · WESTWOOD, MA 02090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $40,933,173 | $40,829,512 | $103,661 | $48,165,923 | $16,544,881 | $31,621,042 |
| June 30, 2024 | 990 | $37,871,963 | $37,533,705 | $338,258 | $45,581,519 | $14,692,183 | $30,889,336 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $31,877,996
- of which government grants
- $31,403,946
- Program service revenue
- $6,956,242
- Investment income
- $1,788,478
- Net gain from sales of assets
- $1,300,123
- Net income from fundraising events
- -$45,756
- Other revenue
- $310,457
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $481,341
- Other salaries and wages
- $22,398,471
- Salaries, compensation and benefits (total)
- $27,520,114
- Professional fundraising fees
- $0
- Legal fees
- $68,528
- Accounting fees
- $149,370
- Occupancy
- $2,914,156
- Travel
- $879,776
- Depreciation
- $989,510
- Program services (functional)
- $36,679,450
- Management and general (functional)
- $3,989,516
- Fundraising (functional)
- $160,546
Balance sheet and other
- Total assets, start of year
- $45,581,519
- Total assets, end of year
- $48,165,923
- Total liabilities, end of year
- $16,544,881
- Net assets, end of year
- $31,621,042
- Land, buildings and equipment
- $12,655,268
- Publicly traded securities
- $20,424,405
- Net assets without donor restrictions
- $30,675,805
- Net assets with donor restrictions
- $945,237
- Gross receipts
- $46,679,790
- Employees
- 646
- Volunteers
- 30
- Year formed
- 1983
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL BURKE | PRESIDENT & CEO Officer | 38 | $250,342 | $20,191 |
| CHRISTOPHER PAGE | COO Highest-paid employee | 38 | $174,997 | $17,586 |
| BRENDA J CALDER | CFO Officer | 38 | $176,193 | $6,627 |
| KATHY THI LE | REGISTERED NURSE Highest-paid employee | 40 | $150,440 | $9,138 |
| DANIELLE WARZECKI | VP OF RESIDENTIAL SERVICE Highest-paid employee | 40 | $115,379 | $21,715 |
| KAY LEE DAVIS-BLANCHARD | VP OF CLINICAL & COMMUNITY SERVICES Highest-paid employee | 40 | $121,460 | $10,693 |
| SARAH CHARBONNEAU | VP OF EMPLOYMENT & DAY SERVICES Highest-paid employee | 40 | $113,784 | $15,273 |
| KEVIN MURPHY | VICE CHAIRMAN Trustee or director, Officer | 0.75 | $1,712 | $0 |
| ALAN ADAMS | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| AMBREEN HASAN | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| CAROLYN GOMBOSI | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| DENNIS CARROLL | CHAIRMAN Trustee or director, Officer | 0.75 | $0 | $0 |
| GARRETT TRAYLOR | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| HEIDI HAGGMAN | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| IRA BIGGAR | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE MCCLELLAN | DIRECTOR Trustee or director | 0.75 | $0 |
| KAREN NORTON | DIRECTOR Trustee or director | 0.75 | $0 |
| MARILYN HOWLEY | CLERK Trustee or director, Officer | 0.75 | $0 |
| PAUL CUMMINGS | DIRECTOR Trustee or director | 0.75 | $0 |
| PAUL FALVEY | TREASURER Trustee or director, Officer | 0.75 | $0 |
| RICHARD HENDERSON | DIRECTOR Trustee or director | 0.75 | $0 |
| ROBYN GARTH | DIRECTOR Trustee or director | 0.75 | $0 |
| THOMAS ERHARD | DIRECTOR Trustee or director | 0.75 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL BURKE | PRESIDENT & CEO Officer | 38 | $232,043 | $25,234 |
| BRENDA J CALDER | CFO Officer | 38 | $183,635 | $5,640 |
| CHRISTOPHER PAGE | COO Highest-paid employee | 38 | $162,823 | $22,891 |
| KATHY THI LE | REGISTERED NURSE Highest-paid employee | 40 | $156,776 | $8,021 |
| DANIEL SULLIVAN | VICE PRESIDENT Highest-paid employee | 40 | $134,642 | $4,527 |
| JAMES FINN | RESIDENTIAL TEACHER COUNSELOR Highest-paid employee | 40 | $129,696 | $9,323 |
| MAIMOUNA MATHY | TEACHER/COUNSELOR Highest-paid employee | 40 | $136,503 | $0 |
| KEVIN MURPHY | VICE CHAIRMAN Trustee or director, Officer | 0.75 | $1,345 | $0 |
| DENNIS CARROLL | CHAIRMAN Trustee or director, Officer | 0.75 | $0 | $0 |
| PAUL FALVEY | TREASURER Trustee or director, Officer | 0.75 | $0 | $0 |
| MARILYN HOWLEY | CLERK Trustee or director, Officer | 0.75 | $0 | $0 |
| ALAN ADAMS | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| IRA BIGGAR | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| SHEILA COAKLEY | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| PAUL CUMMINGS | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| KAREN DURHAM | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| THOMAS ERHARD | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| ROBYN GARTH | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| CAROLYN GOMBOSI | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| HEIDI HAGGMAN | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| RICHARD HENDERSON | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JANE MCCLELLAN | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| KAREN NORTON | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| GARRETT TRAYLOR | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 789 CLAPBOARDTREE ST, WESTWOOD, MA 02090-1717
- In care of
- % WINNIE BELL
- Principal officer (990 for 2024)
- DANIEL BURKE, 789 CLAPBOARDTREE STREET, WESTWOOD, MA 02090
- Signed the 990
- DANIEL BURKE, PRESIDENT & CEO
- Phone
- (781) 762-4001
- Website
- WWW.LIFEWORKSARC.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
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
Program accomplishments
- RESIDENTIAL SERVICES - THE RESIDENTIAL SERVICES DIVISION PROVIDES RESIDENCES AND COOPERATIVE LIVING SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES.Expenses $22,091,664 · revenue $1,123,776
- 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. CLIENTS ARE TRAINED TO DEVELOP THE NECESSARY JOB AND SOCIAL SKILLS REQUIRED TO GAIN INDEPENDENT COMPETITIVE EMPLOYMENT.Expenses $6,812,418 · revenue $627,559
- 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.Expenses $3,554,366
- FAMILY SUPPORT - THIS PROGRAM PROVIDES IN-HOME AND OUT-OF-HOME RESPITE CARE, AFTER SCHOOL AND WEEKEND SOCIAL ACTIVITIES, EMERGENCY INTERVENTIONS, INFORMATION AND REFERRAL SERVICE, CASE MANAGEMENT SUPPORTS AND DIRECT PURCHASE OF GOODS AND SERVICES FOR FAMILIES WITH MEMBERS WHO ARE INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. MENTAL HEALTH CLINIC - HARBOR COUNSELING CENTER IS A LICENSED MENTAL HEALTH CLINIC THAT SPECIALIZES IN OUTPATIENT SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. THESE SERVICES INCLUDE INDIVIDUAL PSYCHOTHERAPY, GROUP PSYCHOTHERAPY, PSYCHOPHARMACOLOGY AND FAMILY COUNSELING.INDIVIDUALIZED SUPPORT SERVICES - THE CORPORATION ALSO PROVIDES SERVICES AND SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES AND THEIR FAMILIES, SUPPORT FOR CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISORDER (ASD) AND MANAGEMENT SERVICES TO SEVERAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)SUBSIDIZED PROPERTIES, WHICH ARE RENTED TO TENANTS WITH DEVELOPMENTAL DISABILITIES.AUTISM CENTER - THE AUTISM CENTER PROGRAM PROVIDES ADVOCACY SUPPORT AND SERVICES TO INDIVIDUALS WITH AUTISM SPECTRUM DISORDER AND THEIR FAMILIES. ADULT FOSTER CARE - THE ADULT FOSTER CARE PROGRAM PROVIDES SERVICES TO ADULTS WHO NEED DAILY HELP WITH PERSONAL CARE TO LIVE IN A FAMILY SETTING THAT PROVIDES THEM WITH MEALS, COMPANIONSHIP, PERSONAL CARE ASSISTANCE AND 24-HOUR SUPERVISION.Expenses $4,221,002 · revenue $5,561,120
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2512887
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80Z)
- Assets (IRS master file)
- $48,165,923
- Income (IRS master file)
- $46,679,790
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $40,933,173 | $40,829,512 | $48,165,923 | IRS |
| 990 | June 2024 | $37,871,963 | $37,533,705 | $45,581,519 | IRS |
| 990 | June 2023 | $32,116,047 | $34,414,679 | $42,546,824 | IRS |
| 990 | June 2022 | $35,291,739 | $30,218,206 | $38,966,418 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2512887).
Questions about LIFEWORKS INCORPORATED
- What is the EIN of LIFEWORKS INCORPORATED?
- The employer identification number (EIN) of LIFEWORKS INCORPORATED is 22-2512887.
- Is LIFEWORKS INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LIFEWORKS INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFEWORKS INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFEWORKS INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFEWORKS INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIFEWORKS INCORPORATED?
- The 990 for the year ended June 30, 2025 names DANIEL BURKE.
- Who are the officers and directors of LIFEWORKS INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 23 people; 8 received compensation from the organization, the highest $250,342 (DANIEL BURKE, PRESIDENT & CEO).
- How much revenue does LIFEWORKS INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $40,933,173, expenses of $40,829,512 and total assets of $48,165,923 at year end.
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