Lifeworks 2023 Annual Report

2023 ANNUAL REPORT

Board of Directors Dennis Carroll, Chairperson Norwood

Sheila Coakley Westwood

Heidi Haggman Norwood

Kevin Murphy, Vice Chairperson Mansfield

Paul Cummings Dedham

Richard Henderson Westwood

Paul Falvey, Treasurer Dedham

Karen Durham Dedham

Marilyn Howley, Clerk East Walpole

Thomas Erhard Mansfield

Alan Adams Wrentham

Robyn Garth Dedham

Ira Biggar East Falmouth

Carolyn Gombosi Newton

Jane McClellan Canton Karen Norton Norwood Garrett Traylor Westwood

Senior Leadership Daniel Burke President & Chief Executive Officer

Daniel Sullivan Vice President Quality & Community Services

Stephen Cantine Vice President Human Resources

Christopher Page Chief Operating Officer

Sarah Charbonneau Vice President Day & Employment Services

Dawna Gyukeri Director Development & Communications

Brenda Calder Chief Financial Officer

Danielle Warzecki Vice President Residential Services 1

A Message from Our President & CEO, Daniel Burke As I reflect on the accomplishments of Lifeworks in the 2023 fiscal year, I am filled with great pride. Throughout the year, we embraced new opportunities to enhance the lives of the families and individuals we serve, demonstrating our unwavering commitment to empowerment and inclusion.

2023 was a year marked by significant achievements and memorable events. We celebrated the return of beloved programs and signature events, including the Empower Celebration, Cornhole Tournament fundraising events, Sports Banquet, and Employment Banquet. These gatherings served as powerful moments of community connection and collective celebration, uplifting the spirits of all involved.

One of the highlights of the year was the incremental increase in our workforce and the expansion of our programs. With a growing number of direct care staff, we were able to increase participation in our day habilitation and community-based services programs, positively impacting the lives of those we serve. I'm particularly proud that Lifeworks was awarded a Massachusetts Executive Office of Health and Human Services Workforce Development grant, further strengthening our workforce recruitment efforts and enabling us to implement enhanced outreach, training, and retention initiatives.

As Lifeworks embarks on the milestone of our 70th Anniversary Year in 2024, we are filled with gratitude for the remarkable journey that has brought us to this significant moment. For seven decades, Lifeworks has been guided by a continued commitment to innovation, compassion, and empowerment, shaping our agency into what it has become today. Looking ahead, we are inspired by the endless possibilities that lie before us. Guided by our core values and Looking ahead, we are inspired by the endless possibilities that lie before us. driven by our shared vision, we remain persistent in our dedication to advancing our mission and creating a more inclusive world for future generations. To each member of our Lifeworks family—our staff, clients, families, donors, and partners —I extend my heartfelt gratitude for your unwavering support and dedication.

Together, we have achieved remarkable milestones, and I am confident that the future holds even greater promise as we continue to work towards our shared vision.

Thank you for being an integral part of our journey, and I am excited for the opportunities that lie ahead.

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Day Habilitation Programs Lifeworks' Day Habilitation Programs cater to adults aged 22 and older, focusing on promoting health and well-being through access to a diverse range of therapeutic and educational programs, all under the guidance and support of our dedicated staff. Operating at two distinct sites – the William F. Abel Therapeutic Day Program in Westwood and Connections in West Roxbury – these programs provide invaluable opportunities for personal growth and enrichment.

In FY 2022-23, our challenge was the rebound and bring participants back to day programs. Lifeworks has been steadily increasing its capacity to serve individuals in person. The Abel Therapeutic Day Program has been very active, with the capacity to accommodate up to 108 participants daily. The number of participants has been gradually increasing and we have been collaborating with waitlist and referral candidates to extend the reach of the program.

Similarly, the Connections Program offers day habilitation programs and activities for up to 27 participants, with plans to enhance and broaden its offerings in the near future.

The programs offer a rich array of activities designed to engage and empower participants. From music therapy and weekly art classes to cooking sessions in our newly renovated kitchen, participants are provided with opportunities for creativity, skill-building, and social interaction. The addition of an accessible Bistro setting has further enriched the social experience, allowing participants to enjoy coffee, tea, or hot chocolate with their peers in a welcoming environment.

Moreover, our gardening program and accessible outdoor patio settings provide tranquil spaces for relaxation and connection, while balance and movement groups promote physical well-being. The rolling calendar of special activities and themed events ensures that each day is filled with opportunities for personal development.

Volunteer and community projects remain a cornerstone of our programs. In May 2022, we celebrated Red Day with volunteers from Keller-Williams Realty dedicating a full day to gardening and yard work, enhancing the aesthetics of the Westwood campus.

We also welcomed students and faculty from neighboring Xaverian Brothers High School, who joined us for a variety of community volunteerism initiatives. Additionally, the Day Habilitation programs regularly host Pink day for Breast Cancer Awareness, fostering a culture of compassion and support within our community.

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Community Living Lifeworks provides and maintains 18 community-based residences situated throughout Norfolk County and its neighboring areas. Currently, these welcoming homes accommodate 92 individuals, with a steadfast commitment to fostering an inclusive, community-oriented environment. Our dedicated staff, including program managers and residential directors, ensure around-the-clock professional supervision. Each residence is tailored to meet the unique needs and preferences of its residents, offering a diverse range of activities and programs. In a noteworthy development this year, Lifeworks acquired a 19th residence, slated to become a fully accessible home for five individuals upon completion of its renovations. We anticipate its grand opening in June 2024.

Our homes cater to individuals with various requirements, including those with medical needs, individuals on the autism spectrum, and those facing challenges associated with aging. Lifeworks takes immense pride in these residences and is grateful for the support from generous benefactors who contribute funding to enhance these living spaces. One such initiative, the Forsberg Beautification Program, continues to provide funding for the seasonal enhancements of our houses—enabling us to add beautiful elements such as gardens, flowers, trees, holiday decorations, and, this past summer, wooden swings at five of the residences. This generosity helps to enrich the lives of our residents and adds vibrancy to their homes.

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Employment & Community-Based Day Services Lifeworks Employment Services (LES) is a cornerstone of empowerment, operating from two program locations in Norwood and West Roxbury. Our broad choice of offerings encompasses employment services and Community-Based Day Services (CBDS), which include job placement, employment and vocational training, as well as job coaching. The Life Enhancement Program (LEP), our CBDS initiative, focuses on small group activities designed for skills development, volunteer experiences, community connectedness, education, and wellness.

This past year, LES made a significant impact, serving over 230 individuals and achieving the successful placement of 39 individuals in competitive community employment locations. The addition of new Job Developers in the Spring of 2023 marked a strategic move towards building robust community relationships and enhancing opportunities for community placement and group-supported worksites. Excitingly, LES work crews resumed activities at TJX Companies, Boston College, and Wellesley College, marking a return to normalcy after the pandemic hiatus.

Our resourceful and committed staff readily responded to individuals' interests, introducing a range of new activities throughout the year. A newly formed men's leadership group complemented the successful Women's Professional Empowerment group initiated the previous year. Furthermore, the introduction of a community inclusive arts program, supported by a grant from Bailey's Team for Autism, opened avenues for engaging art, pottery, and theater classes.

For those inclined towards physical activities, LES participants enjoyed visits to local and professional sporting events, stadium tours, and explored various local gym facilities. Amidst this active schedule, our commitment to community engagement remained strong. LES individuals actively participated in volunteer experiences with organizations such as New Life Furniture Bank of MA, My Brother's Keeper, Meals on Wheels, the Dedham Food Pantry, and engaged in various local food, clothing, and toy drives. The spirit of giving back continues to thrive within the LES community, reflecting our dedication to fostering a sense of purpose and community connection for all.

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Autism Support Center The Autism Support Center (ASC provides tailored resources for individuals diagnosed with autism spectrum disorders, offering specialized recreational programs, clinical support, information and referral services, and educational services to over 1,250 individuals annually.

The Adult Center, a vital component of ASC, continues to evolve to meet the changing environment. Currently, it hosts two in-person groups and three virtual groups each month, providing an array of engaging activities. Recent highlights include outings to a Boston Celtics game, Boston Comic Con, Anime Boston, and Canobie Lake Park. Introducing new groups and events such as Game Night, Water Wizz, Pax East Convention, Red Sox game, Dave & Busters, Star Wars, and Sports has added exciting dimensions to our program.

Responding to the evolving needs of our community, the Adult ASC has noted a growing interest in individuals and families seeking assistance with Social Security and Housing applications. Our dedicated team provides hands-on support throughout this process, and we have expanded our offerings by contracting with experts to conduct free workshops throughout the year.

In addition to our core services, the Autism Support Center continues to offer contracted adult services, including Adult Companion, Coaching, and In-Home Supports, further addressing the diverse needs of those we serve.

The Children & Families service area has actively forged new community partnerships with Ursuline Academy, We Rock the Spectrum, an Adaptive Photographer, and The Lark Center. Welcoming new partnerships with The Altitude Trampoline Park and Helix eSports, these collaborations aim to expand family activities and promote community inclusion. Other community-based activities include horseback riding at Winsome Farms and Family Movie Night at Patriot Place.

Our vacation and gap week family programs continue to increase in number of activities and rate of participation. Event highlights include the Ursuline Halloween Party, a New Year’s celebration at Norwood VFW featuring photography, adaptive woodworking, and cookie decorating, a family barbecue, magician performance, and an outdoor movie night.

This year, ASC proudly introduces new programs, including the Friendship Club, Cooking Class, and Indoor Cornhole at Norwood Elks. These additions underscore our commitment to providing diverse and meaningful experiences for individuals and families within the autism community. The Autism Support Center remains dedicated to fostering growth, inclusion, and connection for all those we serve.

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Family Support Center Lifeworks Family Support program provides a diverse array of services and activities tailored to families of individuals eligible for support through the Department of Developmental Services (DDS). These services are extended to both children and adults living at home with their families. Our aim is to offer comprehensive assistance to families, encompassing various aspects of support and care. This can include intensive family intervention, in-home respite care supports, case management services, emergency supports, clinical services, information and resource referrals, support groups, family training services, and overall assistance with navigating the human services systems.

In FY23, 514 individuals were served, an increase of 45 over the previous year.

The Family Support program receives funding from the Department of Disability Services, earmarked specifically for programming purposes. These funds are utilized to facilitate a range of activities and initiatives aimed at engaging and supporting our families. Programming includes school vacation week activities, therapeutic horseback riding, bowling, cornhole, and Junior Culinary Club. Training sessions serve as a valuable resource for caregivers, offering insights into pertinent topics. In FY23, trainings included Estate Planning, Guardianship, and Augmentative and Alternative Communication Systems, aimed at equipping caregivers with essential knowledge and tools to enhance the quality of care provided to their loved ones.

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Individual & Community Services Lifeworks Community Services Programs, for adults aged 18 and older, focus on health and well-being. Individual and Community Services comprises three areas: Adult Family Care Program The Adult Family Care Program is designed to allow individuals we serve to live in their homes with their families, allowing them to thrive. Funded through MassHealth, the family receives monthly visits by either a care manager or a registered nurse, and the designated caregiver receives compensation to support the individuals who are unable to attend a daily program in the community, but there are also those who hold jobs, volunteer, and access community events.

Individual Home Supports Program The Individual Home Supports Program fosters independence and inclusion for people we support who live in their own home or apartment. Funded by the Department of Developmental Services, case managers support individuals who have varying levels of independence in the community with transportation training, job support, getting to medical appointments, shopping, and other activities of daily living as needed. The IHS team must be very flexible and ready to handle any type of situation. Case managers provide 6-12 hours of weekly support, which varies by individual.

Shared Living Program The Shared Living Program supports individuals who live in a home setting with people in the community who are trained and compensated to become providers. Many individuals do not want to live in a traditional group home; they want the ability to become a part of a family and their community. Shared Living is a great way to allow an individual the ability to live with a non-family member and have 1:1 attention in a home setting. Many Lifeworks individuals have gone on vacations, become affiliated with local churches and neighbors through their Shared Living provider.

A case manager supports both the individual and the provider with any needs or issues. One of our gentlemen says that he finally has the brother that he has always wanted! One of our ladies went to Hawaii her provider and their family this past year!

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Social & Recreation Program In the 2022-23 fiscal year, Lifeworks experienced growth and engagement in our Social and Recreation Programs.

These initiatives aim to provide individuals with enriching opportunities, encouraging their participation in clubs, activities, and sports that align with their interests while promoting dignity and inclusion.

Our diverse sports programming featured activities such as floor hockey, softball, basketball, bowling, bocce, cornhole, yoga, and the innovative Drums Alive. Beyond sports, our social activities spanned educational and computer classes, discussion groups, paint nights, movie nights, and fun summer BBQs. Club activities included the Massachusetts Audubon Society Club, Music Club, Social Club, and Our Club (self-advocacy group) that hosted six successful Hip Hop Café fundraisers to support their annual initiatives.

A highlight of the year was the summer Sports Banquet, a cherished event that celebrated the accomplishments of athletes and coaches. This evening of festivity featured the presentation of trophy awards in recognition of the hard work and dedication displayed throughout the season.

Volunteerism played an important role in our programs once again, with a holiday gift-giving program matching volunteers with individuals from our residences or participating in the Individual Home Support program. This initiative ensured that 32 individuals experienced the joy of opening gifts on Christmas Day. Additionally, the tradition continued with volunteers from Keller Williams Realty, Lifeworks staff, and individuals from the Autism Support Center coming together for Red Day. This full-day event saw volunteers collaborating on various outdoor tasks, including cleaning up gardens, tending to mulch beds, and planting flowers and vegetables around the Lifeworks Westwood building.

Throughout the year, we proudly served 200 individuals, and the addition of five new staff members ensured a dynamic and vibrant atmosphere. Lifeworks remains committed to fostering meaningful connections, promoting personal growth, and creating a community where every individual can thrive.

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Harbor Counseling The Harbor Counseling Center, located at our Westwood campus, offers direct behavioral and psychological counseling and psychiatric support specifically for people diagnosed with intellectual and developmental disabilities. In 2022, Harbor Counseling served more than 300 individuals with the highest quality mental health services including outpatient psychiatric services, psychiatric evaluation, and psychopharmacological treatment.

The Center specializes in individual and group behavioral health care supports and uses a variety of evidence-based approaches to therapy for adults including, but not limited to, art therapy, music therapy, and psychopharmacological supports. In addition to providing office-based therapeutic services, Harbor Counseling clinicians also provide home- and work-based services for treatment support and consultation

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Autism & Law Enforcement Coalition (ALEC) The Autism & Law Enforcement Education Coalition (ALEC) educates and enlightens first responders on how to respond to crises involving individuals with autism spectrum disorders using a nationally recognized and specialized training.

Lifeworks’ ALEC team collaborated with Bristol County Arc to train 119 Bristol County police officers. ALEC also expanded its campus police training with sessions held at Merrimack College, Lasell University, and Northeastern University in Massachusetts and at Roger Williams University in Rhode Island. We also conducted trainings for police agencies throughout New England with funding from Bailey’s Team. And by establishing an online program, we were able to conduct ALEC training through the Utah Valley University for police officers in Utah and Wyoming.

Since its launch in 2003, the ALEC program has trained 52,600 first responders.

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Development In FY23 (July 1, 2022 - June 30, 2023, Lifeworks received gifts and grants totaling $695,411 from 400 donors. These gifts included grant support of $263,316, donations to the Forsberg Beautification Program amounting to $143,800, and gifts in memoriam and in honor of individuals totaled $11,871. The balance, $276,424, was received through the annual appeal, sponsorships, and events.

Thank you to our generous donors. Lifeworks is extremely grateful for your support. Your gifts help make a difference!

Donors in FY2023 Thank you to our generous Lifeworks donors. Your gifts make a difference. This list represents gifts received in Fiscal Year 2023 – July 1, 2021 to June 30, 2022.

Anonymous (4) A & D Appliance Center William Abel Helen and William F. Abril AmazonSmile Foundation Amy and Joseph F. Ailinger, Jr. Bruce and Mary Jane Alexander Karen A. Allen Pauline Allen Leah Alvanos Ibrahim Aly Aubin Z. Ames Renee Anderson Arc of Massachusetts Arch W. Shaw Foundation Bob Arthur Atkinson Charitable Fund Atlas Relief Services Ayco Charitable Fund Bailey's Team for Autism Sandra Baird Elizabeth H. Baker David Ball John M. and Regina A. Ballinger, Jr. Rhonda Banks Francisco Barbosa William Barrett Christopher Barrow Mary Bartkiewicz Debbie Bastoni Debbie Belanger Joseph and Deborah M. Belek George Bell

Andrew Belt Benevity Community Impact Fund David Bezarro Howard S. and Marcia D. Bibeault Louis and Helene A. Bier Michael and Nancy Borr Lawrence and Linda Boucher Thomas Boucher and Felicia S. Johnson Jeanne-Marie Boylan Leah Bradley Perfeita Branco Bright Funds Brown & Brown of MA Marc and Linda Brunelle Jane Bryce Daniel and Susan Burke Darian Butcher Kevin A. Butler Brenda Calder Robert J. and Catherine M. Callaghan Andrew and Claire Cameron Canton Council on Aging Board and Department of Elder and Human Services John Carabatsos Kellie Carey Richard and Eloise Carey Dennis W. Carroll Ellen Carver Edmund C. Case Sarah Charbonneau Estate of Richard G. Chenevert Caroline and Raymond Chin Roger Christian

Jessica Clain Barbara F. Clark Charitable Fund Brian Clark Francis Corcoran Alison Cohen CohnReznick Jeffrey M. and Heather S. Collins Kevin Collins and Joan H. Lehmann Colonial Construction, Inc. Combined Jewish Philanthropies Katherine and Scott Conley Stephen Connelly Joanne Connolly Maurice Contee Melinda and Nick Coppola Paul Corboy Elaine Corfield Sarah Cregg CSC Paymaster Christine Cummings Paul and Cheryl Cummings Scott Curley Mary S. and Dan M. Davis Terry Davis Paul DeCoste Lorraine M. and Joseph H. DeCristofaro The Dedham Exchange Dedham Institution for Savings Foundation W.J. DelPico, Inc. Mark DePasquale Plumbing & Heating Joao Depina John Dervan Susan DeVeuve

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FY23 Donors Continued.....

Amanda and Willard Dickerson Allison Diebus Kay L. Diebus Jason DiPrimio Frank and Maria DiTucci Ardyce Dodge Sean Dooley Judi Doucette Teague June Doucette-Burr Doug Flutie Jr. Foundation for Autism Becky Dowd Richard Dowd John D. and Delia R. Drake Kathleen and Anne Drummey John G. and Linda M. Dunn James and Karen T. Durham Andrew L. Eisenberg, Esq. Michelle and Selma Engler Thomas F. and Lucy Erhard Roy Erickson Lynette Erlach E.W. Robinson Sunshine Fund John Falvey Paul and Andrea Falvey Robert J. and Catherine Falvey Gina Farinella Kerri Farren Shawn Femino Ferlazzo Family Edmund Ferrara Fidelity Charitable First Parish of Westwood United Church Roger and Nancy Fischer MacKay Conor Flanagan Erin Flanagan Michael Flanagan Isabelle Florek Jeffrey and Jane Folan Richard P. and Marie Teresa Foley Tyler Forgeron Bob Forsberg Robert Forsberg, Jr. Douglas L. and Virginia Foster Joseph P. Frazer Roger and Marilyn Galburt Dale N. and Robyn M. Garth Michelle Gaughran Joe and Barbara Gearon

Carol H. Getman Michelle Gilbert Sheryl Gold Beth Goldman Carolyn Ferris Gombosi Joan F. Goodwin Paula Goodwin Geri Gottlieb Naomi Greenfield Luke and Jacqueline Groden James and Kelly Gryglewicz Samuel H. Hallowell Jr. Mr. and Mrs. William Hanson Sarah and James Hanson Brian Hardiman Shannon Hardiman J. Warren and Christa M. Harthorne Samuel and Barbara Hayes Allan Haynes Janet F. Haynes Judy Heap Emily Hehn Karen Heitkamp Robert D. Hellweg, Jr. Claire Henderson Karina Herrera Joan Hilchey Mark Hilton Joan Hoffman Michael Hogan Juanita Hogenson Robert and Sarah Holden Marilyn A. Howley and Kenneth M. Hunt Brian Hughes Andrew and Lindsay Hurley F. Joseph Iannoni and Susan E. Wild Peter T. and Mary Ittig Tom and Julie Jackson Connie Jones Faye Jones Kathi P. and Bruce N. Jordan Jr. Lisa Joseph Janet Judge Bruce and Eileen Katz John Kelley Meredith Kelley Lisette Kirchner Sharon Knowles Elizabeth Koehn Julie A. Koeninger Laurie A. and John Kraemer

Daniel Kubiak Glenn Kurth Linda Kurtz Susan Laughlin George and Joyce Lauro Jason Lavoie Patricia Lawrence Diane Leary Barbara Leston John and Nancy Levanchy Merle and Lester Levenbaum Jonathan and Judith Levin Joshua and Dora Levin Paul F. and Susan A. Linehan Susan Lubitz Melissa Luongo John Lutfy Salong Ly John F. and Marie M. Lydon Elvis Lynn Robert and Martha MacDonald MacDonald & Vaccaro Insurance Agency Joshua M. and Merilee Maeir Joan Mahoney Edward J. and Karen Maloney Eli and Anne Manchester Paul and Nancy Marandett Paul Marinelli Carol S. Marshall Philip and Patricia Marshall Brian E. Martin Maria Martins Jacqueline R. Mason Katherine Mason Margaret and William McCarron James McCarthy Mary McCarthy Jane and John McClellan John J. McClellan James McDonough Margaret McDonough Peggy McDonough Michelle McKenzie Nancy L. McLellan John L. and Martha McManamy Jennifer McManus Kris McMillan Barbara McMullan Joseph and Helen McNabb Sandy McQuade Jane and Michael McSweeney 14

FY2023 Donors Continued......

Minuteman Landscape Supply LLC Kathy and Russ Montal Susan Moore Morgan Stanley Gift Fund Phyllis L. and Frederick E. Mueller Thomas F. Mulvoy Kevin Murphy Robert Murphy Russell and Sheila Murphy Mutual of America Linda Myers Network for Good Richard Newman Newton Center Chiropractic Barrett Nichols Eleanor B. and Norman Nicholson, Jr. Noanet Charitable Fund Norfolk County Sheriff's Office Jeffrey A. Norton, MD John Norton Mary Norton John O'Connell Diane O'Donovan Stephen Ohlson Rae A. O'Leary James A. and Elsie A. Olivett Albert R. O'Neal III Christopher and Ursula Page Janet Palazzi Pamela and Robert W. Palmer Patricia J. Palmer David and Mary Val Palumbo Michael R. and Carolyn J. Paolini Eileen Perreault Luanne Perry Thomas and Karen Perry Sumner Peters Zach Peterson Norwood Elks Lodge 1124 Point32Health Mike Poppers Prio Wealth Helen Provos Lura Provost Audrey Pulgini Susan Ramsey Mark Rebello Nancy Reimer Patricia S. Reisert

Arthur and Janet Rico Paul Ridikas Lisa and Ron Rigge Roche Brothers Supermarkets Lisa A. Rockett Barbara Rogers William and Paula Rollins Frank and Rosa Rondinelli Timothy and Cynthia Rowles Steven Ruggieri John Runnette Ellen Russell Carol Saffran Clare Saia Kate Sally SAPPI North America, Inc. Seven Cleaning Cashel Scanlon Laura Schmatzler Dann Scoland Deidre Scott Valerie Scribner Judith Scribner-Moore Navil and Mary Sethna Reginald Sethna Christine Singer Maria A. Sharpe Shaws/Star Market - Give Back Where It Counts Program Cierra Sheehan John F. and Linda R. Sheehan Shephard Family Fund Rita Siegle SimpliSafe Rachel Slawsby Anne Hughes Smith David Smith John E. and Patricia A. Smith Una Smith David and Lisa Sorgman Miriam Sprague Patricia and Thomas Starr Charles H. and Elaine B. Steeger George E. and Dorothy C. Stephenson Douglas W. and Edith B. Stevens Edward J. Stewart III Stewart Title Foundation Allan and Linda Stikeleather Elaine Strug Samantha Sturma Mark Sudalter Daniel and Katherine Sullivan

Sullivan Family Foundation Supreme Energy Janet M. Surrett Swanson Contracting Co. Elisabeth Sweet Richard M. and Janie S. Sylte Jason Thayer Jim and Cindy Thompson Joan Thompson TisBest Philanthropy Richard and Louise Toland Michaela Tomlinson Erin Trainor Bonnie Traylor Garrett M. Traylor Bob Trethewey Charles Tretter John C. and Linda B. Trimble Trinity Lutheran Church of Boston Peter Tsolias Greg Turner Jillian Turpin Bryan Tweed United Way of Massachusetts Bay and Merrimack Valley Ralph Valente Christine Van Zadelhoff Maureen and Joseph Vinson John M. and Patricia Viola Karin Wade Rose and Gregory Wagner Mary C. and Peter D. Wallan John N. and Jaynellen Walsh Fred and Karen Warchol Danielle Warzecki Steve Waters Douglas N. and Elizabeth B. Watson Wegmans Food Markets Ashley Wells Harry E. Wells Nan Westbrook James P. and Anne H. Whealan Walter D. and Mary Willert Adolph and Barbara F. Wismar Mathew and Sui Wong Tom Woodhouse Natalie Woodward Anne S. Yas Lenard Zohn Rabbi Henry Zoob and Barbara S. Zoob 15

Lifeworks 2023 Empower Celebration was a great highlight of year. It shined a spotlight on the remarkable achievements of the individuals we serve, while emphasizing the vital role our agency plays in supporting over 2300 people and their families. This support is made possible by the dedication and expertise of our exceptional staff.

The event, attended by over 275 guests, commenced with a vibrant reception, where attendees had the opportunity to admire the artworks on display at the Artists Gallery, showcasing the creative talents within our Lifeworks community. Renowned Emmy award-winning journalist, Heather Hegedus (pictured above), graced the occasion as our emcee. Heather, a former anchor for Fox 25 news, shared her personal connection to our mission, reflecting on her experiences with a family member who has autism and intellectual disabilities. Her poignant opening remarks set the tone for the evening, guiding us through a packed agenda with finesse.

Throughout the celebration, guests were treated to various highlights, including engaging silent and live auctions, and compelling video presentations spotlighting the invaluable work of our staff across different programs such as Day Habilitation, In-Home Supports, Family Support, and Community Residential Program. A roundtable discussion provided further insight into our mission, while the rolling slideshow featuring thank-you notes to staff underscored our appreciation for their unwavering commitment. Live presentations and the honoring of esteemed staff members Mike Fuller and Joanne Sarno-Smith, each celebrating 40 years of service, added to the evening's significance.

The proceeds generated from the Empower Celebration support the individuals and families in our care, bridging the gap left by state and federal funding. These funds enable us to provide essential resources such as advocacy, life skills training, social and recreational programs, educational materials, improvements to residential facilities, and assistance during individual and family emergencies. The impact of these resources extends far beyond financial support, enriching the lives of those we serve and fostering a community of empowerment and inclusion.

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Lifeworks Statement of Financial Position as of 6-30-2023 Total Assets for Lifeworks were just shy of $43.5 million and are made up of cash, investments, and accounts receivable listed as current assets that are approximately $27 million. The remaining assets represent real estate holdings, net of depreciation, and long term investments of $16.5 million.

Total Liabilities for the organization were 14 million and comprise current liabilities that include accounts payable, accrued salaries & expenses, and current portion of long-term debt that is approximately $5.2 million. The remainder of the liabilities represent long-term debt in the form of a Mass Development Bond financed through Dedham Savings bank and other long term liabilities equaling $8.8 million.

Organizational net assets/fund balance is a little less than $30 million ($28 million without donor restrictions and $1 million with donor restrictions).

Lifeworks ended FY23 with a small deficit of just under $300K. Fortunately, our investments over the year were a gain of $2.4 million, which is made up of both realized and unrealized gains and losses for the year, which is consistent with the market.

Important Percentages to Note: Revenue is primarily made up of program service fees which results in 90% of the total revenues.

On the expense side, Employee Compensation is 70% of this year’s expenses, followed by program support of 11%.

Lifeworks administrative rate is 9.5% which is a very good rate. That translates that for every dollar Lifeworks spends, less than 9.5 cents is spent on the administration and overhead.

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Expenses

Revenue

Depreciation of Building/Equipment

Other Professional Contracted Services

Program Services Fee

Occupancy

Employee Compensation & Related Expenses

Investments

Program & Operating Expenses

Gifts & Events Administrative

Program Service Fees

$30,668,309

89.39%

Professional Contracted Services

$481,020

1.40%

Gifts & Events

$589,997

1.72%

Investments

$2.356,414

6.87%

Other

$212,877

0.62%

Total Revenue: $34,308,617

Employee Compensation & Related Expenses

$23,832,628

68.88%

Occupancy

$2,664,183

7.70%

Program & Operating Expenses

$3,998,609

11.56%

Depreciation of Building/Equipment

$815,306

2.36%

Administrative

$3,287,742

$9.50%

Total Expenses: $34,598,468

* Includes unrealized gains and losses, and PPP loan forgiveness

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789 Clapboardtree Street Westwood, MA 02090

781-762-4001 www.lifeworksarc.org