2026-05-06T17:19:07-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2024-07-01 222512887 LIFEWORKS INCORPORATED LIFE 7817624001 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 DANIEL BURKE PRESIDENT & CEO 7817624001 2026-05-04 1 1 JOLANTA TUCK P01340068 7813803520 2026-05-04 2024 2025-03-06 01:10:19Z DANIEL BURKE 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 46679790 0 X WWW.LIFEWORKSARC.ORG X 1983 MA TO PROVIDE HOMES, JOBS, AND SUPPORTIVE LIVING TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 16 15 646 30 0 0 30449311 31877996 5938131 6956242 1276488 1788478 208033 310457 37871963 40933173 0 0 0 0 26055751 27520114 0 0 160546 11477954 13309398 37533705 40829512 338258 103661 45581519 48165923 14692183 16544881 30889336 31621042 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 22091664 1123776 RESIDENTIAL SERVICES - THE RESIDENTIAL SERVICES DIVISION PROVIDES RESIDENCES AND COOPERATIVE LIVING SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. 6812418 627559 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. 3554366 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. 4221002 5561120 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. 4221002 5561120 36679450 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 52 0 1 646 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 ALAN ADAMS DIRECTOR 0.75 X 0 0 0 AMBREEN HASAN DIRECTOR 0.75 X 0 0 0 CAROLYN GOMBOSI DIRECTOR 0.75 X 0 0 0 DENNIS CARROLL CHAIRMAN 0.75 X X 0 0 0 GARRETT TRAYLOR DIRECTOR 0.75 X 0 0 0 HEIDI HAGGMAN DIRECTOR 0.75 X 0 0 0 IRA BIGGAR DIRECTOR 0.75 X 0 0 0 JANE MCCLELLAN DIRECTOR 0.75 X 0 0 0 KAREN NORTON DIRECTOR 0.75 X 0 0 0 KEVIN MURPHY VICE CHAIRMAN 0.75 0.20 X X 1712 0 0 MARILYN HOWLEY CLERK 0.75 X X 0 0 0 PAUL CUMMINGS DIRECTOR 0.75 X 0 0 0 PAUL FALVEY TREASURER 0.75 X X 0 0 0 RICHARD HENDERSON DIRECTOR 0.75 0.20 X 0 0 0 ROBYN GARTH DIRECTOR 0.75 X 0 0 0 THOMAS ERHARD DIRECTOR 0.75 X 0 0 0 BRENDA J CALDER CFO 38.00 2.00 X 176193 0 6627 DANIEL BURKE PRESIDENT & CEO 38.00 2.00 X 250342 0 20191 CHRISTOPHER PAGE COO 38.00 2.00 X 174997 0 17586 DANIELLE WARZECKI VP OF RESIDENTIAL SERVICE 40.00 X 115379 0 21715 KAY LEE DAVIS-BLANCHARD VP OF CLINICAL & COMMUNITY SERVICES 40.00 X 121460 0 10693 KATHY THI LE REGISTERED NURSE 40.00 X 150440 0 9138 SARAH CHARBONNEAU VP OF EMPLOYMENT & DAY SERVICES 40.00 X 113784 0 15273 1104307 0 101223 14 0 1 0 ATLAS RELIEF SERVICES INC 314 E MAIN STREET SUITE 5 NORTON MA 02766 STAFFING SERVICES 1155220 PRIME BUILDING INC 7 WINTHROP ST MEDWAY MA 02053 CONTRACTOR SERVICES 1142552 TUTUS GROUP 24 GROVE STREET NORWELL MA 02061 IT SERVICES 482996 JEFFREY CUNNINGHAM & ASSOC LC 218 SHREWSBURY STREET WORCESTER MA 01604 ERTC CONSULTING SERVICES 326650 DELTA-T GROUP MASSACHUSETTS INC 140 GOULD STREET SUITE 230 NEEDHAM MA 02494 CONTRACT LABOR 326203 5 165969 31403946 308081 31877996 MEDICAID/MEDICARE 623990 5314931 5314931 PROGRAM SERVICE FEES 623990 1641311 1641311 6956242 488355 488355 6994424 5694301 1300123 1300123 1300123 6560 165969 52316 -45756 -45756 356213 356213 356213 40933173 7312455 0 1742722 481341 10849 470492 22398471 21104113 1198142 96216 566021 433397 131323 1301 2069976 1567763 497503 4710 2004305 1864588 129732 9985 14258 14258 68528 68528 149370 46266 103104 79578 79578 3542395 3443544 98851 50013 48013 2000 130428 5576 124852 772214 153066 619052 96 2914156 2767764 138324 8068 879776 874406 4705 665 38285 38285 989510 882363 107147 21809 21809 PROGRAM SUPPLIES 3003800 2969607 10356 23837 MEALS 531735 525408 5619 708 STAFF TRAINING 85854 30560 48514 6780 ORGANIZATION DUES 30390 30390 7299 180 939 6180 40829512 36679450 3989516 160546 1505337 2079231 525360 594939 8126965 8456638 119349 189999 24594182 11938914 11270669 12655268 19234006 20424405 225492 2564343 2453480 2009998 1311963 45581519 48165923 4106958 3683381 74750 5661292 6860027 1217146 2419870 3632037 3581603 14692183 16544881 X 29941165 30675805 948171 945237 30889336 31621042 45581519 48165923 103661 628045 0 X 0 1 X 1 0 X 21276981 29478654 28495963 30449311 31877996 141578905 21276981 29478654 28495963 30449311 31877996 141578905 141578905 291824 416084 441079 462044 488355 2099386 347541 259407 335393 208033 356213 1506587 145184878 23870076 0.97520 0.97720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 347,541. 2021 AMOUNT: $ 259,407. 2022 AMOUNT: $ 335,393. 2023 AMOUNT: $ 208,033. 2024 AMOUNT: $ 356,213. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 276039 4444 280483 271621 4418 276039 271668 -47 271621 281944 -10176 100 271668 293476 -11432 100 281944 1.00000 0 0 2976607 2976607 10610721 6252510 4358211 8560643 3673232 4887411 1139087 1016041 123046 1307124 997131 309993 12655268 DEFERRED COMP LIAB - 457 PLAN 714286 RIGHT OF USE LIABILITY 2867317 3581603 X 42129525 628045 646515 1274560 40854965 78208 78208 40933173 41379271 627967 627967 40751304 78208 78208 40829512 PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED FOR THE WHEELWRIGHT FUND. THESE FUNDS ARE USED TO PURCHASE PHYSICAL THERAPY EQUIPMENT AND RELATED EXPENSES. PART X, LINE 2: THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE CORPORATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION, HOWEVER, FISCAL YEARS SINCE 2022 REMAIN OPEN FOR AUDIT. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 594,199. SPECIAL EVENTS EXPENSES 52,316. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REMOVED FROM CONSOLIDATED TOTALS 575,651. SPECIAL EVENTS EXPENSES 52,316. 70TH JUBILEE 172529 165969 6560 33868 18448 172529 165969 6560 33868 18448 52316 -45756 X X 0 0 0 0 0 0 0 1 0 DANIEL BURKE PRESIDENT & CEO 245342 0 5000 0 0 0 7444 0 12747 0 270533 0 0 0 CHRISTOPHER PAGE COO 169997 0 5000 0 0 0 5259 0 12327 0 192583 0 0 0 BRENDA J CALDER CFO 171193 0 5000 0 0 0 5671 0 956 0 182820 0 0 0 KATHY THI LE REGISTERED NURSE 148440 0 2000 0 0 0 3945 0 5193 0 159578 0 0 0 PART I, LINE 7 THE BELOW INDIVIDUALS RECEIVED BONUSES IN CALENDAR YEAR 2024. THESE BONUSES WERE NOT CONTINGENT ON THE REVENUES OR NET EARNINGS OF THE ORGANIZATION. DANIEL BURKE - $5,000 BRENDA CALDER - $5,000 CHRISTOPHER PAGE - $5,000 KATHY THI LE - $2,000 A MASS DEVELOPMENT FINANCING AGENCY 043431814 2022-04-20 7120854 TO SUPPORT THE PROJECT AND SETTLE ITS EXISTING DEBTS 0 0 0 A 260827 7120854 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 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 EDUCATIONAL RESIDENTIAL PROGRAMS INC D 78631 FMV EDUCATIONAL RESIDENTIAL PROGRAMS INC L 94153 FMV SOUTH NORFOLK COUNTY RESIDENCES INC L 59930 FMV SOUTH NORFOLK COUNTY RESIDENCES INC D 62802 FMV