2024-05-15T15:21:57-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-07-01 222512887 LIFEWORKS INCORPORATED LIFE 7817624001 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 DANIEL BURKE PRESIDENT & CEO 7817624001 2024-05-15 1 DANIEL BURKE 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL BURKE 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 36065807 0 X WWW.LIFEWORKSARC.ORG X 1983 MA TO PROVIDE HOMES, JOBS, AND SUPPORTIVE LIVING TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 17 17 659 20 0 0 29478654 28500862 4630129 2858960 923549 453624 259407 302601 35291739 32116047 0 0 0 0 21303182 23898408 0 0 187041 8915024 10516271 30218206 34414679 5073533 -2298632 38966418 42546824 9795692 13721811 29170726 28825013 X 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 0 0 17677576 1009428 RESIDENTIAL SERVICES - THE RESIDENTIAL SERVICES DIVISION PROVIDES RESIDENCES AND COOPERATIVE LIVING SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. 6486644 702395 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. 2953279 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. 3742126 1482530 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. 3742126 1482530 30859625 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 33 0 1 659 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X BRENDA J CALDER 7817624001 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 DENNIS CARROLL CHAIRMAN 0.40 X X 0 0 0 KEVIN MURPHY VICE CHAIRMAN 0.40 0.20 X X 0 0 0 PAUL FALVEY TREASURER 0.40 X X 0 0 0 MARILYN HOWLEY CLERK 0.40 X X 0 0 0 ALAN ADAMS DIRECTOR 0.40 X 0 0 0 IRA BIGGAR DIRECTOR 0.40 X 0 0 0 SHEILA COAKLEY DIRECTOR 0.40 X 0 0 0 PAUL CUMMINGS DIRECTOR 0.40 X 0 0 0 KAREN DURHAM DIRECTOR 0.40 X 0 0 0 THOMAS ERHARD DIRECTOR 0.40 X 0 0 0 ROBYN GARTH DIRECTOR 0.40 X 0 0 0 CAROLYN GOMBOSI DIRECTOR 0.40 X 0 0 0 HEIDI HAGGMAN DIRECTOR 0.40 X 0 0 0 RICHARD HENDERSON DIRECTOR 0.40 0.20 X 0 0 0 JANE MCCLELLAN DIRECTOR 0.40 X 0 0 0 KAREN NORTON DIRECTOR 0.40 X 0 0 0 GARRETT TRAYLOR DIRECTOR 0.40 X 0 0 0 DANIEL BURKE PRESIDENT & CEO 40.00 2.00 X 232905 0 36908 BRENDA J CALDER CFO 40.00 X 164818 0 5653 CHRISTOPHER PAGE COO 40.00 X 163102 0 30991 MYRIAM EXAMA DIRECT CARE 40.00 X 144831 0 1573 EVETTE TITUS REGISTERED NURSE 40.00 X 138201 0 9914 DANIEL SULLIVAN VICE PRESIDENT 40.00 X 120683 0 4097 MARVA RICHARDS DIRECT CARE 40.00 X 116762 0 2561 1081302 0 91697 15 0 1 0 ATLAS RELIEF STAFFING 314 E MAIN STREET SUITE 5 NORTON MA 02766 STAFFING SERVICES 1256248 YCN TRANSPORTATION 19 VERNON STREET NORWOOD MA 02062 TRANSPORTATION SERVICES 222840 INFRANET SOLUTIONS 1 PINE HILL DR 102 QUINCY MA 02169 TECH SERVICES 178056 COHNREZNICK LLP 350 GRANITE ST SUITE 1200 BRAINTREE MA 02184 AUDIT/TAX SERVICES 123165 TUTUS GROUP 24 GROVE STREET NORWELL MA 02061 IT SERVICES 123040 5 105932 27878073 516857 28500862 PROGRAM SERVICE FEES 623990 1547489 1547489 MEDICAID/MEDICARE 623990 1311471 1311471 2858960 441079 441079 3920612 3908067 12545 12545 12545 8901 105932 41693 -32792 -32792 335393 335393 335393 32116047 3194353 0 420832 478150 478150 19319419 17790894 1448880 79645 518780 477171 39416 2193 1680445 1524972 148463 7010 1901614 1706996 186771 7847 63218 350 62868 102000 102000 80271 80271 2152957 2093232 59725 77555 57209 11840 8506 908807 501470 394256 13081 476049 475954 95 2563738 2425656 137560 522 595242 592094 2906 242 750264 683619 66645 2500 2500 PROGRAM SUPPLIES 2101018 2006833 26530 67655 MEALS 454427 451087 3168 172 STAFF TRAINING 110297 37635 72662 DUES AND SUBSCRIPTIONS 77928 34453 43402 73 34414679 30859625 3368013 187041 3622378 872280 3645545 2678627 3500413 4373037 121206 123905 21704033 10180503 10415747 11523530 16907274 19218057 219043 219600 2955056 534812 582732 38966418 42546824 3905365 3219263 359934 164277 5061704 5458428 75799 1058270 392890 3821573 9795692 13721811 X 28396060 27780353 774666 1044660 29170726 28825013 38966418 42546824 -2298632 1952919 0 X 0 1 X 1 0 X 16489809 17680599 21276981 29478654 28495963 113422006 16489809 17680599 21276981 29478654 28495963 113422006 113422006 109637 89006 291824 416084 441079 1347630 78274 127033 347541 259407 335393 1147648 115917284 13947964 0.97850 0.98190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 78,274. 2019 AMOUNT: $ 127,033. 2020 AMOUNT: $ 347,541. 2021 AMOUNT: $ 259,407. 2022 AMOUNT: $ 335,393. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2976607 2976607 9383657 5741064 3642593 7160842 2681193 4479649 1363079 1056094 306985 819848 702152 117696 11523530 DEFERRED COMP LIAB - 457 PLAN 482853 RIGHT OF USE LIABILITY 3338720 3821573 X 34308617 1952919 319922 2272841 32035776 80271 80271 32116047 34598468 264060 264060 34334408 80271 80271 34414679 PART X, LINE 2: GENERALLY, THE CORPORATION'S INFORMATION RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. AS OF JUNE 30, 2023, THE CORPORATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 319,922. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 264,060. EMPOWER CELEBRATION 114833 105932 8901 30602 11091 114833 105932 8901 30602 11091 41693 -32792 X X 0 0 0 0 0 0 0 1 0 DANIEL BURKE PRESIDENT & CEO 229405 0 3500 0 0 0 21165 0 15743 0 269813 0 0 0 CHRISTOPHER PAGE COO 159602 0 3500 0 0 0 15521 0 15470 0 194093 0 0 0 BRENDA J CALDER CFO 161318 0 3500 0 0 0 5005 0 648 0 170471 0 0 0 PART I, LINE 7 THE BELOW INDIVIDUALS RECEIVED BONUSES IN CALENDAR YEAR 2022. THESE BONUSES WERE NOT CONTINGENT ON THE REVENUES OR NET EARNINGS OF THE ORGANIZATION. DANIEL BURKE - $3,500 CHRISTOPHER PAGE - $3,500 BRENDA CALDER - $3,500 A MASS DEVELOPMENT FINANCING AGENCY 043431814 2022-04-01 7120854 FINANCE PROJECT AND REFINANCE MORTGAGES 0 0 0 A 5458428 56497 7064357 2022 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ORGANIZATION MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO REVIEW THE DRAFT COPY OF THE 990 PROVIDED BY THE OUTSIDE ACCOUNTING FIRM AND A COPY IS ELECTRONICALLY PROVIDED FOR BOARD MEMBERS TO REVIEW PRIOR TO A SCHEDULED BOARD MEETING. QUESTIONS ARE OFFERED TO BE ADDRESSED PRIOR TO AND AT THE BOARD MEETING. THE BOARD VOTES TO ACCEPT THE 990 AS PREPARED AND REVIEWED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS EVALUATED EACH YEAR BY A COMMITTEE OF MEMBERS FROM THE BOARD OF DIRECTORS OF LIFEWORKS. CEO'S COMPENSATION IS REVIEWED BY BOARD COMMITTEE. THE BOARD COMMITTEE TAKES INTO CONSIDERATION SALARY SURVEYS AND PERFORMANCE. OTHER OFFICERS/KEY EMPLOYEES: THE CEO PREPARED A COMPENSATION SURVEY USING A COMPENSATION SURVEY TOOL FOR EXECUTIVES AND USES THIS SURVEY DATA FOR COMPENSATION PACKAGE REVIEW FOR OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. EDUCATIONAL RESIDENTIAL PROGRAMS INC 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 042795718 RESIDENTIAL HOUSING FOR DISABLED MA 501(C)(3) LINE 7 LIFEWORKS INCORPORATED 1 SOUTH NORFOLK COUNTY RESIDENCES INC 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 042584668 RESIDENTIAL HOUSING FOR DISABLED MA 501(C)(3) LINE 7 LIFEWORKS INCORPORATED 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 EDUCATIONAL RESIDENTIAL PROGRAMS INC L 53868 FMV SOUTH NORFOLK COUNTY RESIDENCES INC D 59034 FMV