Civic Intelligence

Lifeworks at Wku Inc

EIN 84-2235321 • 501(c)3 • Bowling Green, KY

Profile

Lifeworks offers a two year program focusing on independence, productivity, and community engagement for adults on the autism spectrum. The goal of the program is to assist individuals on the autism spectrum to transition from schooling to work and independent living.

1328 Adams StreetBowling Green, KY 42101

lifeworksatwku.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

9.6%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.0%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,224,929

Up $1,744,812 (+27%) from 2024

Liabilities

Up

$194,331

Up $177,092 (+1027%) from 2024

Net Assets

Up

$8,030,598

Up $1,567,720 (+24%) from 2024

Revenue

Up

$3,487,524

Up $2,084,265 (+149%) from 2024

Expenses

Up

$2,098,603

Up $1,031,800 (+97%) from 2024

Net Income

Up

$1,388,921

Up $1,052,465 (+313%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2020: $6,222,921Liabilities 2020: $325,996Net Assets 2020: $5,896,9252020Assets 2021: $5,850,774Liabilities 2021: $29,952Net Assets 2021: $5,820,8222021Assets 2022: $5,799,831Liabilities 2022: $0Net Assets 2022: $5,799,8312022Assets 2023: $5,913,771Liabilities 2023: $8,222Net Assets 2023: $5,905,5492023Assets 2024: $6,480,117Liabilities 2024: $17,239Net Assets 2024: $6,462,8782024Assets 2025: $8,224,929Liabilities 2025: $194,331Net Assets 2025: $8,030,5982025

Highlighted filing

2025

Assets$8,224,929
Liabilities$194,331
Net Assets$8,030,598

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,997,878Expenses 2020: $101,046Net Income 2020: $5,896,8322020Revenue 2021: $301,215Expenses 2021: $380,467Net Income 2021: -$79,2522021Revenue 2022: $473,934Expenses 2022: $644,850Net Income 2022: -$170,9162022Revenue 2023: $1,492,823Expenses 2023: $1,092,934Net Income 2023: $399,8892023Revenue 2024: $1,403,259Expenses 2024: $1,066,803Net Income 2024: $336,4562024Revenue 2025: $3,487,524Expenses 2025: $2,098,603Net Income 2025: $1,388,9212025

Highlighted filing

2025

Revenue$3,487,524
Expenses$2,098,603
Net Income$1,388,921

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 23, 2026
Return Version
2024v5.0
Gross Receipts
$3,487,524
Mission and Program Overview

Mission

Lifeworks offers a two year program focusing on independence, productivity, and community engagement for adults on the autism spectrum. The goal of the program is to assist individuals on the autism spectrum to transition from schooling to work and independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,584,375$3,352,995▲ $768,620
Land, Buildings, and Equipment, Net$2,408,739$2,659,296▲ $250,557
Savings and Temporary Cash Investments$868,645$1,261,743▲ $393,098
Pledges and Grants Receivable$569,544$450,882▼ $118,662
Accounts Receivable$41,088$354,100▲ $313,012
Prepaid Expenses and Deferred Charges$7,726$108,326▲ $100,600
Total Assets$6,480,117$8,224,929▲ $1,744,812
Other Assets Total-$37,587-
Liabilities
Accounts Payable and Accrued Expenses$17,239$156,744▲ $139,505
Other Liabilities-$37,587-
Total Liabilities$17,239$194,331▲ $177,092
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,308,959$4,226,721▲ $917,762
Net Assets With Donor Restrictions$3,153,919$3,803,877▲ $649,958
Total Net Assets Fund Balance$6,462,878$8,030,598▲ $1,567,720
Total Liabilities and Net Assets / Fund Balance$6,480,117$8,224,929▲ $1,744,812

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,989,525$427,861$2,417,386
Leasehold Improvements$397,167-$397,167
Other Land Buildings$187,736-$187,736
Land$60,000-$60,000
Equipment$24,868-$24,868

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,584,375$465,093▲ $303,527-$3,352,995
2023$1,988,367$291,120▲ $304,888-$2,584,375
2022$2,041,885$215,700▼ $269,218-$1,988,367
2021$856,268$1,000,000▲ $185,617-$2,041,885
2020$850,289-▲ $5,979-$856,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hendrix BrakefieldExecutive DiFT$81,458$18,773$100,231

Board Members and Trustees

NameTitle
Ann MeadDirector
Doug GormanDirector
Harris PepperDirector
John KellyDirector
Jon SowardsDirector
Mary Lloyd MooreDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,892,632
Program Service Revenue
$383,855
Investment Income
$211,037
Other Revenue
$0
All Other Contributions
$2,892,632
Change in Net Assets
$1,388,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,217,633
Salaries, Compensation, and Employee Benefits$880,970
Total Fundraising Expense$52,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$842,770-$38,200$880,970
Fees for Services Other$281,842$49,737-$331,579
Occupancy$161,565$9,000-$170,565
Office Expenses$125,522$22,150-$147,672
Advertising$145,902--$145,902
Depreciation Depletion$82,972$14,642-$97,614
Fees for Service Investment Mgmnt Fees-$38,578-$38,578
Information Technology$30,458$5,375-$35,833
All Other Expenses$18,110$2,093$14,462$34,665
Fees for Services Management$18,978$3,349-$22,327
Insurance$18,964$3,347-$22,311
Other Expenses$14,835$2,618-$17,453
Travel$4,462$787-$5,249
Total Functional Expenses$1,876,074$169,867$52,662$2,098,603
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$37,587
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by individual/accountant that records the financial transaction before filing. The form 990 is also made available for review by the governing body at the first board of directors meeting following the filing of the return.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest statements are completd on a regular basis by all directors and are reviewed annually by the organization.

Form 990, Page 6, Part VI, Line 15A

All salary determinations are made by an annual review of independent members of the board of directors.

Form 990, Page 6, Part VI, Line 15B

All salary determinations are made by an annual review of independent members of the board of directors.

Form 990, Page 6, Part VI, Line 19

The organization makes governing documents, policies, and financial statements available for public inspection at their office during normal business hours.

Filing and Contact Details

Filer

Filer Name
Lifeworks at Wku Inc
EIN
84-2235321
Phone
2707454380
Address
1328 ADAMS STREET, BOWLING GREEN, KY 42101

Signing Officer

Name
Hendrix Brakefield
Title
Executive Director
Phone
2707454380
Signed
2026-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hendrix Brakefield
Formed
2019
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Hensley & Throneberry Cpas
Address
324 EAST 10TH AVENUE, BOWLING GREEN, KY 42101-2110
Preparer
Andrew R Hensley
Phone
2709042545
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Lifeworks offers a two year program focusing on independence, productivity, and community engagement for adults on the autism spectrum. The goal of the program is to assist individuals on the autism spectrum to transition from schooling to work and independent living.

Form 990, Part IX, Line 11G

Professional fees 281,842 49,737 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The permanently restricted net assets are to be invested, and the income from the investments is to be used to support the organization's mission and programs.

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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0397167
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037587
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PERMANENTLY RESTRICTED NET ASSETS ARE TO BE INVESTED, AND THE INCOME FROM THE INVESTMENTS IS TO BE USED TO SUPPORT THE ORGANIZATION'S MISSION AND PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIFEWORKS OFFERS A TWO YEAR PROGRAM FOCUSING ON INDEPENDENCE, PRODUCTIVITY, AND COMMUNITY ENGAGEMENT FOR ADULTS ON THE AUTISM SPECTRUM. THE GOAL OF THE PROGRAM IS TO ASSIST INDIVIDUALS ON THE AUTISM SPECTRUM TO TRANSITION FROM SCHOOLING TO WORK AND INDEPENDENT LIVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY INDIVIDUAL/ACCOUNTANT THAT RECORDS THE FINANCIAL TRANSACTION BEFORE FILING. THE FORM 990 IS ALSO MADE AVAILABLE FOR REVIEW BY THE GOVERNING BODY AT THE FIRST BOARD OF DIRECTORS MEETING FOLLOWING THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE COMPLETD ON A REGULAR BASIS BY ALL DIRECTORS AND ARE REVIEWED ANNUALLY BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SALARY DETERMINATIONS ARE MADE BY AN ANNUAL REVIEW OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL SALARY DETERMINATIONS ARE MADE BY AN ANNUAL REVIEW OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THEIR OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 281,842 49,737 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/StatesWhereCopyOfReturnIsFldCd0KY
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01328 ADAMS STREET
IRS990/USAddress/CityNm0BOWLING GREEN
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd042101
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IRS990/WebsiteAddressTxt0LIFEWORKSATWKU.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HENDRIX BRAKEFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02707454380
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWORKS AT WKU INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0842235321
ReturnHeader/Filer/PhoneNum02707454380

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