Advocacy Empowerment Opportunity

aka The Arc of South Norfolk   |   Westwood, MA   |
GuideStar Charity Check


EIN: 22-2512887


Advocacy, Empowerment and Opportunity

Ruling year info



Daniel Burke

Main address

789 Clapboardtree St

Westwood, MA 02090 USA

Show more contact info



Subject area info

Community and economic development

Human services

Special population support

Population served info

People with disabilities

NTEE code info

(Services to Promote the Independence of Specific Populations) (P80)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms



See related organizations info

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Lifeworks, formerly The Arc of South Norfolk, began in 1954 by a group of concerned parents who were looking to advocate for services for their children with developmental disabilities. The Lifeworks Mission is: Advocacy, Empowerment, Opportunity. On October 1st, 2020, Lifeworks and The Arc of South Norfolk merged to become one organization with a shared mission and guiding principles. Our Boards of Directors have become one Board and the organization is led by our CEO Dan Burke. To learn more about our History, Leadership and Board-please see that information under “About Us”. This site provides information to our programs, resources and a calendar of our events and activities.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?


Lifeworks supports people of all abilities:
Provides timely and quality information and referral services to families, professionals, and community members through our Autism Support Center, Family Support Program, and Adult Family Care Program.
Provides community inclusive activities and programs through our Social and Recreation Program.
Offers the Autism and Law Enforcement Coalition (ALEC) to foster a deeper understanding of autism and other developmental disabilities among public safety and law enforcement personnel by providing training for first responders.
Offers 2 Day Habilitation Programs with rehabilitative and therapeutic day programming for adults with intellectual and developmental disabilities, and require specialized and multi-disciplinary care.
Manages 2 Employment Services Programs (LES) and two Community-based Day Programs that provide coaching, training and job placement.
Owns and operates nineteen (19) community residences.
Provides individual and home supports.

Population(s) Served
People with disabilities

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of adults with disabilities receiving sufficient social and emotional support

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Youth and adults with intellectual and development disabilities (ID/DD; Autism, etc.)

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We are led by our Guiding Principles:

Build collaborative partnerships with families, friends, and communities
Ensure a continuum of person-centered supports and choices
Advocate for the protection of human and civil rights
Develop and retain exceptional, supportive staff
Provide visionary leadership that is actively engaged in defining future standards of supports
Sustain sound stewardship to advance mission, financial, and organizational integrity

All of our programs and services are person centered and we are driven by providing support and increasing empowering opportunities for self-advocates. We strive to ensure that people with disabilities have personal preferences and needs to live, learn, grow, and develop relationships. They have abilities, competencies, and dreams, and should be supported and encouraged to pursue their personal desires. Family support responds to family-identified needs and direct input from individuals with disabilities. It offers families and individuals the opportunity to exercise control and direction over the supports that are available to them.

The Principles that Guide Family Support:
• Recognize that individuals with disabilities and their families are the primary decision makers about their lives
• Focus on the whole family and recognize that benefits to the individual with a disability also benefit the whole family
• Offer flexible options that are responsive to families unique needs, strengths and cultural values
• Afford opportunities for increasing individual self-direction and family control in the planning, implementation, and evaluation of family support services.
• Support the development of the family’s natural capacities for innovation, initiative, and leadership.
• Provide proactive supports to encourage family independence and capacity-building
• Build on existing natural and community supports and maximize the use of generic resources
• Respond to the specific ethnic, cultural and linguistic needs of families
• Respect individuals with disabilities and their families as valued members of the community
• Ensure equitable and fair availability of services throughout the State

All of Lifeworks’ residential programs are designed to create a feeling of community for residents, family members, neighbors and the broader community. Lifeworks recently announced an agreement to merge with its affiliated agency, The Arc of South Norfolk, and become Lifeworks Arc. We recently opened a newly built, five-bedroom house designed specifically for people with significant medical challenges, staffed around the clock with clinical and support staff. To achieve this project, Lifeworks worked closely with the state Department of Developmental Services (DDS), MassHealth, the Town of Westwood, and The Green Company, a Newton-based real estate firm that donated the land for the project.

“This project was an unprecedented collaboration between a person-centered human service provider, innovative state agencies, a welcoming town government and a community-minded developer,” said Daniel Burke, president and CEO of Lifeworks. “Together we have shown how a residential program can be done right for the community and even better for the individuals we serve. We are all proud to make this their home.”

The ranch-style house features five bedrooms, accessible bathrooms, lifts, and a 24/7 staff of nurses and other trained staff members. “The Department of Developmental Services always strives to improve the quality of life for the individuals we serve and increase their access to services in the community and was pleased to partner with Lifeworks and the families who passionately advocated for the creation of this specialized home,” said DDS Commissioner Jane Ryder. “By engaging the community and listening to families, Lifeworks was able to create this innovative, specialized group home, which will make an incredible difference in how we serve this vulnerable and complex population and their families.”

The Lifeworks home was constructed on a 1-acre parcel near the entrance of The Homes at 45, a new neighborhood of 55-plus condominium townhomes under development by The Green Company. Later this year the Town of Westwood plans to accept municipal ownership of the portion of the former Westwood Lodge property where the Lifeworks home is located.

“We are honored to be able to participate in the creation of the Lifeworks group home as part of our affordable housing commitment to the Town of Westwood,” said Daniel Green, president of the Green Company. “It is gratifying to be able to have such a positive impact on the individuals who now live there and on the community of Westwood as a whole.”

The history of Lifeworks begins with the history of The Arc, in the South Norfolk area. The Arc of South Norfolk (for many years referred to as SNCARC), which for over 65 years was a separate but related agency, began in 1954 by a group of concerned parents who were looking to advocate for services for their children. The parents met at the home of Ruth Holman. This group of brave and strong parents were people who chose not to listen to the educators and medical personnel of the day who advised families to have their children placed into state institutions.

Led by Jane C. Smith and Bill Abel, The Arc of South Norfolk became a member of The Arc of Massachusetts, a statewide umbrella agency of Arc’s from throughout the state and eventually members of The Arc of the United States. These agencies became leaders in developing integrated, community-based services and in advocating for the closure of state institutions and the advancement of community based residential and employment programming. The Arc, of which Lifeworks remains an affiliated chapter, is the largest human rights and civil rights organization in the world for persons with disabilities.
In 1972, we opened our first employment training program, which today is called Lifeworks Employment Services. In 1973, Judge Tauro issued the landmark consent decree ordering the Commonwealth to move people out of state institutions. In 1975 we opened one of the first community based residential homes for the persons with intellectual and developmental disabilities in Sharon. Early on, our services focused on supporting people who were either living with their families in our geographic area or those who were being discharged from Wrentham, Fernald or Dever State Schools. In 1977, we opened our first Day Habilitation Center at the First Baptist Church in Westwood. We also opened our Family Support Center, to provide family supports to people in our twelve Town Region.

In 1989, due to political and advocacy challenges, our board of The Arc of South Norfolk formed a separate agency with its own board, called Lifeworks. The agency moved the employment programs and residential programs to Lifeworks operating with one President/CEO. This model of two separate but, related agencies then steadily grew, with the addition of services such as our Harbor Counseling Center, the creation of our Family Autism Center, the launch of the ALEC program, our Community Based Day Supports program and eventually 19 residences, 2 employment centers, and 2 Day Hab programs.

Today, our agencies have returned to their past, we have merged to form one agency- Lifeworks which remains an affiliated chapter of The Arc. We provide services to over 2300 people and their families, employing nearly 500 people but always remembering our essential role- to Advocate for those we support, to ensure the empowerment of the choices of the persons we serve and to provide opportunity to enhance their lives each and every day.


Fiscal year: Jul 01 - Jun 30
Financial documents
2022 Lifeworks 2022 Annual Report
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 1.43 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 1.8 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 19% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990


Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data


Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data


Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of LIFEWORKS INCORPORATED’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $481,431 $363,783 -$784 $19,421,352 $1,379,157
As % of expenses 2.8% 2.0% 0.0% 76.6% 4.7%
Unrestricted surplus (deficit) after depreciation $125,860 -$8,757 -$396,309 $18,685,846 $582,261
As % of expenses 0.7% 0.0% -2.0% 71.6% 1.9%
Revenue composition info
Total revenue (unrestricted & restricted) $17,453,782 $18,146,292 $19,508,413 $26,087,174 $35,291,739
Total revenue, % change over prior year 0.6% 4.0% 7.5% 33.7% 35.3%
Program services revenue 8.5% 7.9% 7.8% 13.4% 13.1%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.6% 0.6% 0.5% 1.1% 1.2%
Government grants 90.3% 90.4% 90.4% 80.2% 80.8%
All other grants and contributions 0.1% 0.5% 0.2% 1.4% 2.7%
Other revenue 0.6% 0.6% 1.1% 4.0% 2.2%
Expense composition info
Total expenses before depreciation $17,164,747 $17,929,743 $19,625,725 $25,360,811 $29,421,310
Total expenses, % change over prior year 0.3% 4.5% 9.5% 29.2% 16.0%
Personnel 77.9% 76.9% 71.1% 72.1% 72.4%
Professional fees 3.1% 4.1% 8.5% 6.7% 6.3%
Occupancy 7.3% 7.3% 9.4% 7.7% 7.9%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 11.7% 11.7% 11.0% 13.6% 13.3%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $17,520,318 $18,302,283 $20,021,250 $26,096,317 $30,218,206
One month of savings $1,430,396 $1,494,145 $1,635,477 $2,113,401 $2,451,776
Debt principal payment $0 $113,101 $0 $0 $0
Fixed asset additions $549,995 $0 $1,525,637 $2,594,083 $0
Total full costs (estimated) $19,500,709 $19,909,529 $23,182,364 $30,803,801 $32,669,982

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 1.1 1.4 2.5 2.4 3.0
Months of cash and investments 4.4 4.4 5.2 11.9 9.9
Months of estimated liquid unrestricted net assets 4.4 4.2 3.4 10.6 9.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,625,059 $2,028,175 $4,070,667 $4,968,437 $7,267,923
Investments $4,691,970 $4,572,239 $4,458,141 $20,184,331 $17,126,317
Receivables $1,754,832 $1,670,644 $1,987,984 $4,611,725 $3,500,413
Gross land, buildings, equipment (LBE) $10,691,910 $10,895,238 $12,414,260 $19,102,322 $19,845,986
Accumulated depreciation (as a % of LBE) 28.9% 31.8% 31.0% 45.4% 47.5%
Liabilities (as a % of assets) 40.8% 41.4% 53.1% 32.2% 25.1%
Unrestricted net assets $9,533,019 $9,524,262 $9,127,953 $27,813,799 $28,396,060
Temporarily restricted net assets $0 $0 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $0 $0 $0 $0 $774,666
Total net assets $9,533,019 $9,524,262 $9,127,953 $27,813,799 $29,170,726

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization


Daniel Burke

Number of employees

Source: IRS Form 990


Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization


Highest paid employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization


Board of directors
as of 08/17/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dennis Carroll

Business Executive, retired

Term: 2022 - 2023

Kevin Murphy

Financial Executive

Paul Falvey

Business Executive

Marilyn Howley

Community Service

Alan Adams


Ira Biggar

Attorney, retired

Sheila Coakley


Paul Cummings

Business Executive, retired

Karen Durham

Community Service

Thomas Erhard

School Teacher, retired

Robyn Garth

Community Service

Carolyn Gombosi

Community Service

Heidi Haggman


Richard Henderson

Business Executive, retired

Jane McClellan

Business Executive, retired

Karen Norton


Organizational demographics

SOURCE: Self-reported; last updated 11/17/2020

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data


No data

Sexual orientation

No data


No data


Fiscal year ending
There are no fundraisers recorded for this organization.