Civic Intelligence

Lifeworks Charitable Foundation

990EZ • Fiscal year 2021 • EIN 37-1587193

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 2021

Organization Profilewww.lifeworkscommunityservices.org/foundation
1303 A StreetFort Dodge, IA 50501

(515) 576-2126

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

79th percentile

44%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

150%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$424,942

Up $129,382 (+44%) from 2020

Net Assets

Up

$424,942

Up $129,382 (+44%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$134,481

Up $80,667 (+150%) from 2020

Expenses

Down

$5,099

Down $452 (-8.1%) from 2020

Net Income

Up

$129,382

Up $81,119 (+168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2019: $247,297Liabilities 2019: $0Net Assets 2019: $247,2972019Assets 2020: $295,560Liabilities 2020: $0Net Assets 2020: $295,5602020Assets 2021: $424,942Liabilities 2021: $0Net Assets 2021: $424,9422021Assets 2022: $370,567Liabilities 2022: $15,600Net Assets 2022: $354,9672022Assets 2023: $496,394Liabilities 2023: $02023Assets 2024: $639,174Liabilities 2024: $0Net Assets 2024: $639,1742024Assets 2025: $775,698Liabilities 2025: $0Net Assets 2025: $775,6982025

Highlighted filing

2021

Assets$424,942
Liabilities$0
Net Assets$424,942
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2019: $47,931Expenses 2019: $5,672Net Income 2019: $42,2592019Revenue 2020: $53,814Expenses 2020: $5,551Net Income 2020: $48,2632020Revenue 2021: $134,481Expenses 2021: $5,099Net Income 2021: $129,3822021Revenue 2022: $32,813Expenses 2022: $14,064Net Income 2022: $18,7492022Revenue 2023: $141,427Expenses 2023: $0Net Income 2023: $141,4272023Revenue 2024: $172,780Expenses 2024: $30,000Net Income 2024: $142,7802024Revenue 2025: $151,524Expenses 2025: $15,000Net Income 2025: $136,5242025

Highlighted filing

2021

Revenue$134,481
Expenses$5,099
Net Income$129,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.0
Gross Receipts
$134,481
Mission and Program Overview

Mission

Supporting the services provided by LifeWorks Community Services.

Program Services

DescriptionGrantsExpenses
Raise funds to support the services provided by LifeWorks Community Services.$1,599-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa NaughtonExecutive DirectorFT$0--
Dr Carey BligardPresident-$0--
Bev DavisDirector-$0--
Kalleen EngelsDirector-$0--
Rachell Swanson-HolmTreasurer-$0--
Char KelleyDirector-$0--
Jo Ellen BrightmanDirector-$0--
Mel SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lifeworks Charitable Foundation
EIN
37-1587193
Phone
5155762126
Address
1303 A Street, Fort Dodge, IA 50501

Signing Officer

Name
Teresa Naughton
Title
Executive Director
Signed
2021-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Tp Anderson & Company Pc Cpas
Address
528 Sumner Avenue, HUMBOLDT, IA 50548
Preparer
Timothy L McCartan
Phone
5153323466
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Fundraising Material/Supplies $2640”

Other Expenses.2

“Support to LifeWorks Community $1599”

Other Expenses.3

“Entertainment $450”

Other Expenses.4

“Audit and Accounting $326”

Other Expenses.5

“Miscellaneous $84”

Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0295560
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teresa Naughton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Carey Bligard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bev Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kalleen Engels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rachell Swanson-Holm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Char Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jo Ellen Brightman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mel Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05099
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting the services provided by LifeWorks Community Services.
IRS990EZ/ProgramServiceRevenueAmt022791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise funds to support the services provided by LifeWorks Community Services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01599
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05099
IRS990EZ/TotalProgramServiceExpensesAmt01599
IRS990EZ/TotalRevenueAmt0134481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.lifeworkscommunityservices.org/foundation
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420929867
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0North Central Sheltered Workshop
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising Material/Supplies $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Support to LifeWorks Community $1599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Entertainment $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Audit and Accounting $326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $84
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Teresa Naughton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lifeworks Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0371587193
ReturnHeader/Filer/PhoneNum05155762126
ReturnHeader/Filer/USAddress/AddressLine1Txt01303 A Street
ReturnHeader/Filer/USAddress/CityNm0Fort Dodge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391894710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TP ANDERSON & COMPANY PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0528 Sumner Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUMBOLDT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050548
ReturnHeader/PreparerPersonGrp/PhoneNum05153323466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy L McCartan
ReturnHeader/ReturnTs02021-11-19T08:16:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Teresa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Naughton
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,942
Liabilities
$0
Net assets
$424,942
Revenue
$134,481
Expenses
$5,099
Net income
$129,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.00$7.76$1.52$0.15$1.37
2024Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$1.73$0.30$1.43
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.96$0.00$1.41$0.00$1.41
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.16$3.55$0.33$0.14$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.34$0.05$1.29
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.54$0.06$0.48
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.48$0.06$0.42