Nonprofit · EIN 41-0907857
LIFEWORKS SERVICES INC
Tax-exempt · RICHFIELD, MN 55423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 (amended) | $138,363,287 | $137,730,674 | $632,613 | $54,202,134 | $11,794,233 | $42,407,901 |
| December 31, 2024 | 990 | $113,926,774 | $111,037,121 | $2,889,653 | $51,926,591 | $12,284,187 | $39,642,404 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,218,228
- of which government grants
- $3,360,180
- Program service revenue
- $133,482,757
- Investment income
- $699,723
- Net gain from sales of assets
- $42
- Net income from fundraising events
- -$43,801
- Net income from gaming
- $6,380
- Other revenue
- -$37,421
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $813,089
- Other salaries and wages
- $111,845,434
- Salaries, compensation and benefits (total)
- $121,224,672
- Professional fundraising fees
- $0
- Legal fees
- $117,830
- Accounting fees
- $104,232
- Occupancy
- $773,160
- Travel
- $537,569
- Program services (functional)
- $127,418,893
- Management and general (functional)
- $9,794,068
- Fundraising (functional)
- $517,713
Balance sheet and other
- Total assets, start of year
- $51,926,591
- Total assets, end of year
- $54,202,134
- Total liabilities, end of year
- $11,794,233
- Net assets, end of year
- $42,407,901
- Land, buildings and equipment
- $4,246,170
- Publicly traded securities
- $30,708,665
- Net assets without donor restrictions
- $42,407,901
- Gross receipts
- $138,612,554
- Employees
- 2,209
- Volunteers
- 53
- Year formed
- 1965
- State of legal domicile
- MN
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GERTRUDE MATEMBA-MUTASA | PRESIDENT/CEO Trustee or director, Officer | 40 | $419,982 | $41,984 |
| LAURA PURFEERST | CHIEF FINANCIAL OFFICER Officer | 40 | $276,509 | $40,971 |
| EMILY ROHRER | VP OF MARKETING Highest-paid employee | 40 | $172,238 | $15,803 |
| MITA SHARMA | SR TECH ANALYST/SQL DEV Highest-paid employee | 40 | $138,027 | $46,102 |
| HEATHER BESONEN | CHIEF PEOPLE OFFICER Officer | 40 | $159,616 | $23,731 |
| DANIEL MOGELSON | VP OF FUND DEVELOPMENT Highest-paid employee | 40 | $140,665 | $41,373 |
| MICHELLE HANRAHAN | HR DIRECTOR Highest-paid employee | 40 | $126,614 | $23,391 |
| MUHAMMAD KASHIF | DIRECTOR OF IT Highest-paid employee | 40 | $135,150 | $8,934 |
| KELLY MONSON | CHIEF GROWTH OFFICER Officer | 40 | $98,015 | $6,832 |
| MARK HINTZ | CHIEF ADVANCEMENT OFFICER Officer | 40 | $28,858 | $7,563 |
| JOHN ABBOTT | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARK TRAYNOR | SECRETARY Trustee or director, Officer | 0.9 | $0 | $0 |
| CHAD BIGALKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CURRIER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DEXTER DAVIS | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK GELDERNICK | DIRECTOR (LEFT APRIL 2025) Trustee or director, Officer | 1.3 | $0 |
| BARRY GISSER | DIRECTOR Trustee or director | 1 | $0 |
| BUKATA HAYES | DIRECTOR (LEFT APRIL 2025) Trustee or director | 0.3 | $0 |
| LEAH HENRICKSON | DIRECTOR Trustee or director | 1.1 | $0 |
| DANIELLE KENT | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF KLETTI | DIRECTOR Trustee or director | 0.3 | $0 |
| STEPHANIE LEE | DIRECTOR Trustee or director | 0.9 | $0 |
| AJANI LEWIS-MCGHEE | DIRECTOR Trustee or director | 0.75 | $0 |
| CATHERINE MAHONE | DIRECTOR Trustee or director | 0.75 | $0 |
| PATRICIA RILEY | DIRECTOR Trustee or director | 0.9 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GERTRUDE MATEMBA-MUTASA | PRESIDENT/CEO Trustee or director, Officer | 40 | $353,662 | $47,705 |
| LAURA PURFEERST | CHIEF FINANCIAL OFFICER Officer | 40 | $220,646 | $40,066 |
| DONALD BECCHETTI | VP OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $161,063 | $35,987 |
| EMILY ROHRER | VP OF MARKETING Highest-paid employee | 40 | $158,706 | $20,453 |
| DANIEL MOGELSON | VP OF FUND DEVELOPMENT Highest-paid employee | 40 | $127,716 | $28,463 |
| MICHELLE HANRAHAN | DIRECTOR OF HR Highest-paid employee | 40 | $127,740 | $18,914 |
| KEVIN KMETZ | VP OF PROGRAMS Highest-paid employee | 40 | $126,846 | $18,920 |
| AJANI LEWIS-MCGHEE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| BUKATA HAYES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CARYN ADDANTE | DIRECTOR (THRU 04/24) Trustee or director | 0.25 | $0 | $0 |
| CATHERINE MAHONE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| DANIELLE KENT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ED KELLY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN ABBOTT | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KOFI BRUCE | DIRECTOR (THRU 04/24) Trustee or director | 0.75 | $0 | $0 |
| MARK GELDERNICK | SECRETARY Trustee or director, Officer | 1.25 | $0 | $0 |
| MARK TRAYNOR | DIRECTOR Trustee or director | 1.25 | $0 | $0 |
| PATRICIA RILEY | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEPHANIE LEE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| BARRY GISSER | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JEFF KLETTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEXTER DAVIS | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6636 CEDAR AVE S, RICHFIELD, MN 55423-2705
- Principal officer (990 for 2025)
- GERTRUDE MATEMBA-MUTASA, 6636 CEDAR AVE SO NO 250, RICHFIELD, MN 55423
- Signed the 990
- GERTRUDE MATEMBA-MUTASA, PRESIDENT AND CEO
- Phone
- (651) 454-2732
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
LIFEWORKS' MISSION IS TO PARTNER WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY.
Program accomplishments
- LIFEWORKS IN-HOME SERVICESTHROUGH A PERSONALIZED AND SELF-DIRECTED APPROACH, LIFEWORKS PARTNERS WITH INDIVIDUALS AND FAMILIES TO HELP THEM MAINTAIN THEIR INDEPENDENCE AT HOME AND IN THEIR COMMUNITY. THIS INCLUDES MINNESOTA PROGRAMS: CONSUMER DIRECTED COMMUNITY SUPPORTS (CDCS), COMMUNITY FIRST SERVICES AND SUPPORTS (CFSS), CONSUMER SUPPORT GRANT (CSG), PCA CHOICE, INDIVIDUALIZED HOME SUPPORTS (IHS), RESPITE, NIGHT SUPERVISION, AND HOMEMAKER SERVICES.IN 2025, 2,781 INDIVIDUALS AND FAMILIES ACCESSED IN-HOME SERVICES THROUGH LIFEWORKS.Expenses $117,819,540 · revenue $123,389,901
- LIFEWORKS EMPLOYMENT SERVICESLIFEWORKS BREAKS DOWN BARRIERS AND INCREASES ACCESS TO OPPORTUNITIES, LEADING TO A MORE DIVERSE AND INCLUSIVE WORKFORCE IN MINNESOTA. WE CONNECT PEOPLE TO EXPERIENCES THAT EXPLORE THEIR INTERESTS, DEVELOP SKILLS, AND START OR ADVANCE THEIR CAREERS.IN 2025, LIFEWORKS PARTNERED WITH 545 PEOPLE THROUGH OUR EMPLOYMENT SERVICES. INDIVIDUALS JOINING THE WORKFORCE OR STARTING NEW JOBS EARNED AN AVERAGE WAGE OF $14.66 PER HOUR WITH WAGES AS HIGH AS $25.33 PER HOUR.Expenses $4,884,428 · revenue $5,288,133
- LIFEWORKS DAY SUPPORT SERVICES PERSONALIZED SUPPORT AND COMMUNITY ENGAGEMENT ARE CORNERSTONES OF LIFEWORKS SERVICE DELIVERY AND WITH THE INDIVIDUAL LEADING THE WAY, WE PROVIDE OPPORTUNITIES TO EXPLORE EACH PERSON'S INTERESTS, DEVELOP SKILLS, AND BUILD COMMUNITY CONNECTIONS. 265 INDIVIDUALS PARTICIPATED IN ACTIVITIES IN THEIR COMMUNITIES INCLUDING VOLUNTEER OPPORTUNITIES, TOURS OF AREA BUSINESSES, AND RECREATIONAL OUTINGS IN 2025.Expenses $4,235,270 · revenue $4,681,320
- LIFEWORKS RESOURCE NAVIGATION NAVIGATING THE COMPLEXITIES OF DISABILITY SUPPORT CAN BE CHALLENGING. RESOURCE NAVIGATION IS DESIGNED TO EMPOWER AND EQUIP INDIVIDUALS AND FAMILIES WITH THE KNOWLEDGE AND SKILL THEY NEED TO THRIVE. PARTICIPANTS EXPLORE AVAILABLE OPTIONS AND CONNECT WITH RESOURCES THAT HELPED THEM TAKE THE NEXT STEP TOWARD ACHIEVING THEIR GOALS. IN 2025, 1102EOPLE PARTNERED WITH LIFEWORKS RESOURCE NAVIGATION. LIFEWORKS DISABILITY INCLUSION TRAINING AND CONSULTINGDISABILITY INCLUSION GUIDES EVERYTHING WE DO AT LIFEWORKS BECAUSE WE BELIEVE IN RADICALLY INCLUSIVE COMMUNITIES WHERE PEOPLE WITH DISABILITIES ARE LEADERS, DECISION-MAKERS, AND EQUAL PARTICIPANTS IN EVERY ASPECT. THROUGH OUR TRAINING AND CONSULTING, WE ARE BUILDING A WORLD WHERE PEOPLE WITH DISABILITIES CAN THRIVE. IN 2025, 5,331 PEOPLE ATTENDED A DISABILITY INCLUSION TRAINING OR EDUCATION SESSION WITH LIFEWORKS.Expenses $479,655 · revenue $121,556
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-0907857
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $54,202,134
- Income (IRS master file)
- $138,612,554
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $95,770,432 | $94,584,160 | $45,467,176 | IRS |
| 990 | December 2022 | $90,055,832 | $89,120,362 | $41,350,989 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LIFEWORKS SERVICES INC
- What is the EIN of LIFEWORKS SERVICES INC?
- The employer identification number (EIN) of LIFEWORKS SERVICES INC is 41-0907857.
- Is LIFEWORKS SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to LIFEWORKS SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFEWORKS SERVICES INC 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 SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFEWORKS SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LIFEWORKS SERVICES INC?
- The 990 for the year ended December 31, 2025 names GERTRUDE MATEMBA-MUTASA.
- Who are the officers and directors of LIFEWORKS SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 25 people; 10 received compensation from the organization, the highest $419,982 (GERTRUDE MATEMBA-MUTASA, PRESIDENT/CEO).
- How much revenue does LIFEWORKS SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $138,363,287, expenses of $137,730,674 and total assets of $54,202,134 at year end.
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