Civic Intelligence

Lifeworks at Wku Inc

990 • Fiscal year 2021 • EIN 84-2235321

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 07, 2021

Organization ProfileLIFEWORKSATWKU.ORG
104 Alumni AvenueBowling Green, KY 42101

(270) 745-4380

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.10x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

8th percentile

-26%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$195,301

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 64.8% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

10th percentile

-6.0%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,850,774

Down $372,147 (-6.0%) from 2020

Net Assets

Down

$5,820,822

Down $76,103 (-1.3%) from 2020

Liabilities

Down

$29,952

Down $296,044 (-91%) from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin8th percentile

Revenue

Down

$301,215

Down $5,696,663 (-95%) from 2020

Expenses

Up

$380,467

Up $279,421 (+277%) from 2020

Net Income

Down

-$79,252

Down $5,976,084 (-101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2021

Assets$5,850,774
Liabilities$29,952
Net Assets$5,820,822
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$301,215
Expenses$380,467
Net Income-$79,252
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 7, 2021
Return Version
2020v4.0
Gross Receipts
$301,215
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
Land, Buildings, and Equipment, Net$2,680,158$2,643,939▼ $36,219
Pledges and Grants Receivable$1,762,486$1,758,895▼ $3,591
Investments in Publicly Traded Securities$50,289$856,268▲ $805,979
Savings and Temporary Cash Investments$1,726,810$585,428▼ $1,141,382
Prepaid Expenses and Deferred Charges$3,178$5,885▲ $2,707
Accounts Receivable-$359-
Total Assets$6,222,921$5,850,774▼ $372,147
Liabilities
Other Liabilities-$29,442-
Accounts Payable and Accrued Expenses$325,996$510▼ $325,486
Total Liabilities$325,996$29,952▼ $296,044
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,846,636$4,005,659▼ $1,840,977
Net Assets With Donor Restrictions$50,289$1,815,163▲ $1,764,874
Total Net Assets Fund Balance$5,896,925$5,820,822▼ $76,103
Total Liabilities and Net Assets / Fund Balance$6,222,921$5,850,774▼ $372,147

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,310,348$60,430$2,370,778
Leasehold Improvements$251,952$18,048$270,000
Land$60,000-$60,000
Equipment$21,639$3,229$24,868

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$50,289-▲ $5,979-$56,268
2019-$50,000▲ $289-$50,289
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Mary Lloyd MooreDirector$125,120$125,120

Board Members and Trustees

NameTitle
Joe Dan BeaversChair
Doug GormanDirector
Elizabeth MckinneyDirector
Jeffrey KatzDirector
John KellyDirector
Ann MeadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$263,304
Program Service Revenue
$32,948
Investment Income
$4,963
Other Revenue
$0
All Other Contributions
$263,304
Change in Net Assets
$-79,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,306
Other Expenses$177,161
Total Fundraising Expense$70,994
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$132,312-$70,994$203,306
Depreciation Depletion$69,451$12,256-$81,707
Occupancy$25,252--$25,252
Advertising$22,085--$22,085
Fees for Services Other$10,957$1,934-$12,891
Insurance$7,845$1,384-$9,229
Office Expenses$4,230$747-$4,977
Information Technology$3,553$627-$4,180
Other Expenses$1,431$252-$1,683
All Other Expenses$896$159-$1,055
Travel$21$4-$25
Total Functional Expenses$289,998$19,475$70,994$380,467
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
Ppp Loan$29,442
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
104 ALUMNI AVENUE, BOWLING GREEN, KY 42101

Signing Officer

Name
David Wheeler
Title
Executive Director
Phone
2707454380
Signed
2021-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wheeler
Formed
2019
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
7

Preparer

Firm
Hensley & Throneberry Cpas
Address
324 EAST 10TH AVENUE, BOWLING GREEN, KY 42101-2110
Preparer
Steven Throneberry
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.”

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/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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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/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
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IRS990/WebsiteAddressTxt0LIFEWORKSATWKU.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02707454380
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWORKS AT WKU INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0842235321
ReturnHeader/Filer/PhoneNum02707454380
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 ALUMNI AVENUE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSLEY & THRONEBERRY CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
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ReturnHeader/PreparerPersonGrp/PhoneNum02709042545
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN THRONEBERRY
ReturnHeader/ReturnTs02021-11-11T17:45:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,850,774
Liabilities
$29,952
Net assets
$5,820,822
Revenue
$301,215
Expenses
$380,467
Net income
-$79,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.22$0.19$8.03$3.49$2.10$1.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.02$6.46$1.40$1.07$0.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.01$5.91$1.49$1.09$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.47$0.64$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.85$0.03$5.82$0.30$0.38$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.33$5.90$6.00$0.10$5.90