Civic Intelligence

Lifeworks Charitable Foundation

990EZ • Fiscal year 2022 • EIN 37-1587193

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 17, 2023

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-76%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$370,567

Down $54,375 (-13%) from 2021

Net Assets

Down

$354,967

Down $69,975 (-16%) from 2021

Liabilities

Up

$15,600

Up $15,600 from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin91st percentile

Revenue

Down

$32,813

Down $101,668 (-76%) from 2021

Expenses

Up

$14,064

Up $8,965 (+176%) from 2021

Net Income

Down

$18,749

Down $110,633 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2022

Assets$370,567
Liabilities$15,600
Net Assets$354,967
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$32,813
Expenses$14,064
Net Income$18,749
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 17, 2023
Return Version
2021v4.1
Gross Receipts
$32,813
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.-$14,064
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Rick SalockerVice President-$0--
Cameron NelsonPresident-$0--
Bev LarsonTreasurer-$0--
Angie JessenDirector-$0--
Rachell Swanson-HolmTreasurer-$0--
Char KelleyDirector-$0--
Julie RoethlerDirector-$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
2023-03-17
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.1001

“Advertising and Promotion $200”

Other Expenses.1

“Support to LifeWorks Community $10000”

Other Expenses.2

“Fundraising Material/Supplies $3527”

Other Expenses.3

“Miscellaneous $337”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $15600”

Raw XML Appendix164 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Dodge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0424942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0370567
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Rick Salocker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cameron Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bev Larson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rachell Swanson-Holm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Char Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julie Roethler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-88724
IRS990EZ/OtherExpensesTotalAmt014064
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting the services provided by LifeWorks Community Services.
IRS990EZ/ProgramServiceRevenueAmt018350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise funds to support the services provided by LifeWorks Community Services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014064
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014064
IRS990EZ/TotalProgramServiceExpensesAmt014064
IRS990EZ/TotalRevenueAmt032813
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/ExplanationTxt0Advertising and Promotion $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Support to LifeWorks Community $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising Material/Supplies $3527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $15600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Teresa Naughton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-17
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/ReturnTs02023-03-17T08:26:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Teresa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Naughton
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,567
Liabilities
$15,600
Net assets
$354,967
Revenue
$32,813
Expenses
$14,064
Net income
$18,749
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits