2026-05-18T16:01:41-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2025-01-01 410907857 LIFEWORKS SERVICES INC LIFE 6514542732 6636 CEDAR AVE SO 250 RICHFIELD MN 55423 GERTRUDE MATEMBA-MUTASA PRESIDENT AND CEO 6514542732 2026-05-18 1 RACHEL FLANDERS P01591790 6123764500 2026-05-18 2025 2025-03-06 01:10:19Z GERTRUDE MATEMBA-MUTASA 6636 CEDAR AVE SO NO 250 RICHFIELD MN 55423 138612554 0 X WWW.LIFEWORKS.ORG X 1965 MN LIFEWORKS MISSION IS TO BE THE PARTNER OF CHOICE IN ADVANCING DISABILITY INCLUSION. LIFEWORKS ENVISIONS A WORLD WHERE DISABILITY INCLUSION IS THE STANDARD/ 13 12 2209 53 0 0 1368947 4218228 111836731 133482757 754210 699723 -33114 -37421 113926774 138363287 0 0 0 0 97750949 121224672 0 0 517713 13286172 16506002 111037121 137730674 2889653 632613 51926591 54202134 12284187 11794233 39642404 42407901 X LIFEWORKS' MISSION IS TO PARTNER WITH PEOPLE WITH DISABILITIES TO DRIVE CHANGE BY INCREASING OPPORTUNITY AND ACCESS IN THE COMMUNITY. 0 0 117819540 123389901 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. 4884428 5288133 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. 4235270 4681320 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. 479655 121556 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. 479655 121556 127418893 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 213 1 1 2209 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X LAURA PURFEERST 6514542732 6636 CEDAR AVE SOUTH STE 250 RICHFIELD MN 55423 AJANI LEWIS-MCGHEE DIRECTOR 0.75 X 0 0 0 BUKATA HAYES DIRECTOR (LEFT APRIL 2025) 0.30 X 0 0 0 CATHERINE MAHONE DIRECTOR 0.75 X 0 0 0 DANIELLE KENT DIRECTOR 0.50 X 0 0 0 GERTRUDE MATEMBA-MUTASA PRESIDENT/CEO 40.00 X X 419981 0 97582 JOHN ABBOTT BOARD CHAIR 2.00 X X 0 0 0 MARK GELDERNICK DIRECTOR (LEFT APRIL 2025) 1.30 X X 0 0 0 MARK TRAYNOR SECRETARY 0.90 X X 0 0 0 PATRICIA RILEY DIRECTOR 0.90 X 0 0 0 STEPHANIE LEE DIRECTOR 0.90 X 0 0 0 BARRY GISSER DIRECTOR 1.00 X 0 0 0 JEFF KLETTI DIRECTOR 0.30 X 0 0 0 DEXTER DAVIS DIRECTOR 0.40 X 0 0 0 MARY CURRIER DIRECTOR 0.50 X 0 0 0 LEAH HENRICKSON DIRECTOR 1.10 X 0 0 0 CHAD BIGALKE DIRECTOR 1.00 X 0 0 0 LAURA PURFEERST CHIEF FINANCIAL OFFICER 40.00 X 276509 0 91714 HEATHER BESONEN CHIEF PEOPLE OFFICER 40.00 X 159616 0 52753 KELLY MONSON CHIEF GROWTH OFFICER 40.00 X 98317 0 6530 MARK HINTZ CHIEF ADVANCEMENT OFFICER 40.00 X 31385 0 5036 EMILY ROHRER VP OF MARKETING 40.00 X 172238 0 50911 DANIEL MOGELSON VP OF FUND DEVELOPMENT 40.00 X 140665 0 42095 MUHAMMAD KASHIF DIRECTOR OF IT 40.00 X 135151 0 19574 MITA SHARMA SR TECH ANALYST/SQL DEV 40.00 X 138028 0 60530 1571890 0 426725 7 0 1 0 AB&B SERVICES LLC 509 SEVERN WAY EAGAN MN 55123 IN HOME SUPPORT (PASS-THRU) 470662 MIDWEST SPECIAL SERVICES INC 900 OCEAN ST ST PAUL MN 55106 IN HOME SUPPORT (PASS-THRU) 296413 MN BEST HOMECARE LLC 7308 ASPEN LN STE 125 MINNEAPOLIS MN 55428 IN HOME SUPPORT (PASS-THRU) 176000 MALINSKI FAMILY LIMITED PARTNERSHIP 1150 HWY 7 EXCELSIOR MN 55331 RENTAL SERVICES 169965 HOMECASE SOFTWARE SOLUTIONS 1180 6TH AVE NEW YORK NY 10036 SOFTWARE SERVICES 157524 5 407736 3360180 450312 46677 4218228 SERVICE CONTRACTS 624100 132157351 132157351 VOCATIONAL CONTRACTS 624100 1295595 1295595 OTHER PROGRAM REVENUE 624100 29811 29811 133482757 699681 699681 42 0 42 42 42 201826 407736 245627 -43801 -43801 10020 3640 6380 6380 138363287 133482757 0 662302 813089 739406 73683 111845434 107674926 3909111 261397 677570 613233 61439 2898 4318689 3740926 545740 32023 3569890 3040152 497894 31844 117830 117830 104232 104232 78686 78686 1577793 144038 1413736 20019 69274 367 68907 179896 42277 129530 8089 1252460 656234 592486 3740 773160 493385 279775 537569 531069 6255 245 463899 97272 311418 55209 20646 20646 202398 102029 100076 293 FISCAL INTERMEDIARY PUR 8615078 8615078 MISCELLANEOUS EXPENSES 1521078 1439474 63085 18519 EQUIPMENT 925723 188263 736022 1438 RECOGNITION 35751 5374 30311 66 30529 14150 8129 8250 137730674 127418893 9794068 517713 4607191 3007768 199009 404280 13571401 14465314 429632 560111 9072087 4825917 4223320 4246170 28054031 30708665 842007 809826 51926591 54202134 10361364 9775703 41589 411772 781002 577603 1100232 1029155 12284187 11794233 X 39642404 42407901 39642404 42407901 51926591 54202134 632613 2132884 0 X 0 1 X 1 0 X 1419575 877025 970124 1335833 4218228 8820785 1419575 877025 970124 1335833 4218228 8820785 8820785 619724 654710 715629 718624 699681 3408368 12229153 507644444 0.72130 0.70970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522543 522543 3104081 963018 2141063 1354454 485249 869205 3366470 2653111 713359 724539 724539 0 4246170 DEFERRED COMPENSATION 430518 LEASE LIABILITY - OPERATING 598637 1029155 X 140819262 2132884 156150 2289034 138530228 78686 -245627 -166941 138363287 138053765 156150 245627 401777 137651988 78686 78686 137730674 PART X, LINE 2: LIFEWORKS IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS OR EXPENSES IN INCOME TAX EXPENSES IF INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -245,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 245,627. ANNUAL CELEBRATION 609562 407736 201826 3640 103083 66228 72676 609562 407736 201826 3640 103083 66228 72676 245627 -43801 X X X X X 0 0 0 0 0 0 0 1 0 GERTRUDE MATEMBA-MUTASA PRESIDENT/CEO 300000 0 93660 0 26321 0 23500 0 74082 0 517563 0 0 0 LAURA PURFEERST CHIEF FINANCIAL OFFICER 225250 0 36494 0 14765 0 19017 0 72697 0 368223 0 0 0 EMILY ROHRER VP OF MARKETING 148067 0 12523 0 11648 0 11608 0 39303 0 223149 0 0 0 HEATHER BESONEN CHIEF PEOPLE OFFICER 159616 0 0 0 0 0 11291 0 41462 0 212369 0 0 0 MITA SHARMA SR TECH ANALYST/SQL DEV 138028 0 0 0 0 0 10100 0 50430 0 198558 0 0 0 DANIEL MOGELSON VP OF FUND DEVELOPMENT 140665 0 0 0 0 0 4548 0 37547 0 182760 0 0 0 MUHAMMAD KASHIF DIRECTOR OF IT 135151 0 0 0 0 0 8084 0 11490 0 154725 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR RECOMMENDING PERFORMANCE OBJECTIVES FOR THE CEO, EVALUATING THE CEO'S PERFORMANCE, AND RECOMMENDING TO THE BOARD THE BASE SALARY, CASH INCENTIVE BONUS, AND OTHER COMPENSATION FOR THE CEO OF LIFEWORKS. WHEN MAKING THE RECOMMENDATION, THE COMMITTEE RELIES ON COMPARABILITY DATA PROVIDED BY INTERNAL HR STAFF AND, FROM TIME TO TIME, OUTSIDE CONSULTANTS. IN 2024, LIFEWORKS COMPENSATION COMMITTEE ENGAGED WITH AN EXTERNAL CONSULTANT WHO CONDUCTED AN EXECUTIVE COMPENSATION STUDY INCLUDING COMPARATIVE PEER GROUP AND PRESENTED FINDINGS. PART I, LINE 7 LIFEWORKS PROVIDES EMPLOYEES PERFORMANCE-BASED PAYMENTS BASED ON 3 CATEGORIES: 1) COMPLETION OF UP TO 8 DEFINED PERSONAL GOALS WHICH COINCIDES WITH THE STRATEGIC PLAN, 2) ACHIEVEMENT OF GOALS DEFINED ON THE BALANCED SCORECARD MEASURING CUSTOMER SATISFACTION, ORGANIZATIONAL CAPACITY, LEARNING, AND GROWTH, INTERNAL PROCESSES, AND FINANCIAL STEWARDSHIP, 3) POSITIVE FINANCIAL RESULTS DEFINED BY MEETING BOARD APPROVED BUDGET. X 1686 FMV X 3 11524 AVG HIGH/LOW RVD DATE X 3 825 FMV X 4 2279 FMV X FOOD & DRINK GIFT CARDS 14 12755 FMV X GOODS & MATERIAL GIFT CARDS 3 950 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL ELECT AN EXECUTIVE COMMITTEE. IT SHALL CONSIST OF AT LEAST THREE (3) DIRECTORS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR (IF ONE HAS BEEN ELECTED), THE SECRETARY, CHAIRS OF ANY EXISTING COMMITTEES, THE PRESIDENT, THE IMMEDIATE PAST CHAIR OF THE BOARD IF STILL A DIRECTOR, AND SUCH DIRECTORS, IF ANY, AS ARE DETERMINED BY THE BOARD OF DIRECTORS. THE CHAIR SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ACT ONLY IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND AT ALL TIMES IS SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE THE COMPLETE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT REMOVE OR ELECT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND CORRESPONDING FOOTNOTES ALONG WITH IRS FORM 990 ARE PRESENTED EACH YEAR TO THE AUDIT & INVESTMENT COMMITTEE FOR REVIEW. UPON REVIEW, THE AUDIT & INVESTMENT COMMITTEE PRESENTS THE MEETING MINUTES, THE FINANCIAL AUDIT AND FORM 990 TO THE FULL BOARD FOR APPROVAL PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY CONFLICTS OF INTERESTS SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD OF DIRECTORS AND EXECUTIVE LEADERSHIP TEAM TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR RECOMMENDING PERFORMANCE OBJECTIVES FOR THE CEO, EVALUATING THE CEO'S PERFORMANCE, AND RECOMMENDING TO THE BOARD THE BASE SALARY, CASH INCENTIVE BONUS, AND OTHER COMPENSATION FOR THE CEO OF LIFEWORKS. WHEN MAKING THE RECOMMENDATION, THE COMMITTEE RELIES ON COMPARABILITY DATA PROVIDED BY INTERNAL HR STAFF AND, FROM TIME TO TIME, OUTSIDE CONSULTANTS. FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, LIFEWORKS HAS A FORMAL SALARY STRUCTURE AND ANNUAL MARKET ADJUSTMENTS ARE BASED UPON MOVEMENT IN THE LOCAL LABOR MARKET. HUMAN RESOURCES DOCUMENTS AND MEASURES CHANGES IN THE MARKET WITH LOCAL COMPENSATION SURVEYS BOTH IN THE NON-PROFIT AND FOR-PROFIT SEGMENTS. THE SENIOR EXECUTIVE TEAM WILL ESTABLISH ANNUAL SALARY INCREASE RECOMMENDATIONS BASED UPON ORGANIZATIONAL AFFORDABILITY AND PERFORMANCE. CURRENT PRACTICE IS TO MAINTAIN A COMMON INCREASE DATE IN THE THIRD QUARTER. INDIVIDUAL POSITIONS ARE ASSIGNED A PAY GRADE BASED ON APPLICABLE EXTERNAL LABOR MARKETS AND INTERNAL EQUITY. EACH PAY GRADE HAS A CORRESPONDING SALARY RANGE MINIMUM, SALARY RANGE MID-POINT (ALSO REFERRED TO AS MARKET RATE) AND A SALARY RANGE MAXIMUM. GRADES ASSIGNED TO POSITIONS MAY CHANGE IF THE MARKET HAS MOVED AS DOCUMENTED BY A REVIEW OF MARKET DATA. INDIVIDUAL PAY IS REVIEWED AT LEAST ANNUALLY WITH THE GOAL OF CONSIDERING SALARY ADJUSTMENTS FOR EMPLOYEES WHOSE PAY FALLS SUBSTANTIALLY BELOW THE MIDPOINT (MARKET RATE) IF THEIR PERFORMANCE AND SKILLS MERIT AN INCREASE IN PAY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND WHISTLEBLOWER POLICY ARE ALSO FOUND ON THE ORGANIZATION'S WEBSITE.