LIFEWORKS INCORPORATED
Advocacy Empowerment Opportunity
LIFEWORKS INCORPORATED
EIN: 22-2512887
as of November 2023
as of November 13, 2023
Programs and results
What we aim to solve
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
What are the organization's current programs, how do they measure success, and who do the programs serve?
Lifeworks
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.
Where we work
External reviews

Photos
Videos
Our results
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
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
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
What are the organization's key strategies for making this happen?
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
What are the organization's capabilities for doing this?
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.”
What have they accomplished so far and what's next?
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.
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
2.83
Months of cash in 2022 info
3
Fringe rate in 2022 info
19%
Funding sources info
Assets & liabilities info
Financial data
LIFEWORKS INCORPORATED
Balance sheetFiscal Year: Jul 01 - Jun 30
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: Jul 01 - Jun 30
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 |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
CEO
Daniel Burke
Number of employees
Source: IRS Form 990
LIFEWORKS INCORPORATED
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
LIFEWORKS INCORPORATED
Highest paid employeesSOURCE: IRS Form 990
Compensation data
LIFEWORKS INCORPORATED
Board of directorsas of 08/17/2023
Board of directors data
Dennis Carroll
Business Executive, retired
Term: 2022 - 2023
Kevin Murphy
Financial Executive
Paul Falvey
Business Executive
Marilyn Howley
Community Service
Alan Adams
Professor
Ira Biggar
Attorney, retired
Sheila Coakley
Attorney
Paul Cummings
Business Executive, retired
Karen Durham
Community Service
Thomas Erhard
School Teacher, retired
Robyn Garth
Community Service
Carolyn Gombosi
Community Service
Heidi Haggman
Self-Advocate
Richard Henderson
Business Executive, retired
Jane McClellan
Business Executive, retired
Karen Norton
Self-Advocate
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
No data
Gender identity
No data
No data
Sexual orientation
No data
Disability
No data