Civic Intelligence

Lifeworks USA Inc

990EZ • Fiscal year 2023 • EIN 86-2397590

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 15, 2024

Organization ProfileN/A
3382 Broken Ridge DrMason, OH 45040

(513) 331-4800

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$1,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-72%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,002 (-100%) from 2022

Net Assets

Down

$0

Down $1,002 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$5,847

Down $15,289 (-72%) from 2022

Expenses

Down

$6,849

Down $15,203 (-69%) from 2022

Net Income

Down

-$1,002

Down $86 (-9.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$2.0K$1.5K$1.0K$500$0Assets 2021: $1,918Liabilities 2021: $0Net Assets 2021: $1,9182021Assets 2022: $1,002Net Assets 2022: $1,0022022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$30K$20K$10K$0-$10KRevenue 2021: $9,861Expenses 2021: $7,943Net Income 2021: $1,9182021Revenue 2022: $21,136Expenses 2022: $22,052Net Income 2022: -$9162022Revenue 2023: $5,847Expenses 2023: $6,849Net Income 2023: -$1,0022023

Highlighted filing

2023

Revenue$5,847
Expenses$6,849
Net Income-$1,002
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$5,847
Mission and Program Overview

Mission

At LifeWorks USA, we help our nation's Veterans design their Plan For Life to achieve wholeness in every area as their military mission ends and another mission begins back at home. Because we believe in giving back to those who have served our country, we are honored to provide all of our services at no cost to our Veterans, as well as to their immediate families.

Program Services

DescriptionGrantsExpenses
At LifeWorks USA, we help our nation's Veterans design their Plan For Life to achieve wholeness in every area as their military mission ends and another mission begins back at home. Because we believe in giving back to those who have served our country, we are honored to provide all of our services at no cost to our Veterans, as well as to their immediate families.-$4,899
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH GARBERPresidentPT$1,750-$1,750
JANE GARBERVice President-$0--
STEVEN FREEMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lifeworks USA Inc
EIN
86-2397590
Phone
5133314800
Address
3382 BROKEN RIDGE DR, MASON, OH 45040

Signing Officer

Name
Kenneth Garber
Title
President
Signed
2024-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Freeman & Associates Accty Corp
Address
4263 Tierra Rejada Rd Ste 196, Moorpark, CA 93021
Preparer
Steven Z Freeman CPA
Phone
8055013485
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $774”

Other Expenses.1012

“Insurance $712”

Other Expenses.1

“VETERANS CARE $1782”

Other Expenses.2

“Telephone, internet & website $663”

Other Expenses.3

“OUTSIDE SERVICES $390”

Other Expenses.4

“MEETINGS $387”

Other Expenses.5

“Books, subscriptions & ref mat $111”

Other Expenses.6

“MERCHANT FEE $69”

Raw XML Appendix155 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/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04888
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0At LifeWorks USA, we help our nation's Veterans design their Plan For Life to achieve wholeness in every area as their military mission ends and another mission begins back at home. Because we believe in giving back to those who have served our country, we are honored to provide all of our services at no cost to our Veterans, as well as to their immediate families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04899
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt01761
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06849
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IRS990EZ/TotalRevenueAmt05847
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030997
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt030997
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09861
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030997
IRS990ScheduleA/TotalSupportAmt030997
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0WARREN COUNTY COMMON PLEAS COURT
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-11-16
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01625
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0E-CHECK
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0500 JUSTICE DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0LEBANON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd045036
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
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IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VETERANS CARE $1782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE, INTERNET & WEBSITE $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKS, SUBSCRIPTIONS & REF MAT $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MERCHANT FEE $69
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH GARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWORKS USA INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0862397590
ReturnHeader/Filer/PhoneNum05133314800
ReturnHeader/Filer/USAddress/AddressLine1Txt03382 BROKEN RIDGE DR
ReturnHeader/Filer/USAddress/CityNm0MASON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953227316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Freeman & Associates Accty Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04263 Tierra Rejada Rd Ste 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moorpark
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ReturnHeader/PreparerPersonGrp/PhoneNum08055013485
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN Z FREEMAN CPA
ReturnHeader/ReturnTs02024-02-15T10:35:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARBER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$5,847
Expenses
$6,849
Net income
-$1,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.85$6.85$1.00
2022Detailed filing. Detailed filing data is available for this year.$1.00$1.00$21.1$22.1$0.92
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$9.86$7.94$1.92