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TO PROVIDE THE HIGHEST QUALITY OF SERVICES TO PEOPLE NEEDING SPECIALIZED SUPPORTS THROUGH THE BLENDING OF PROFESSIONAL KNOWLEDGE, ARTS, AND SKILLS IN AN ENVIRONMENT OF UNCONDITIONAL RESPECT AND DIGNITY.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$72.3M
Program Spending
93%
of total expenses go to program services
Total Contributions
$211.2K
Total Expenses
▼$70.2M
Total Assets
$23.7M
Total Liabilities
▼$23.2M
Net Assets
$472.1K
Officer Compensation
→$598K
Other Salaries
$34.9M
Investment Income
$114.2K
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$1.1M
Awards Found
2
Department of Health and Human Services
$988.7K
BUILDING A DEMENTIA-CAPABLE REGIONAL SYSTEM THAT SUPPORTS PEOPLE LIVING ALONE WITH DEMENTIA, PEOPLE WITH CO-OCCURING IDD AND DEMENTIA, AND THEIR CAREGIVERS IN WESTERN MA. - EVERY PERSON LIVING WITH DEMENTIA AND THEIR CAREGIVERS DESERVES TO LIVE WELL, WITH ACCESS TO THE KNOWLEDGE, SUPPORT, AND COMMUNITY CONNECTIONS THAT MAKE QUALITY OF LIFE POSSIBLE AT EVERY STAGE OF THE DEMENTIA JOURNEY. LIFEPATH IS LAUNCHING A THREE-YEAR INITIATIVE TO BUILD A MORE CONNECTED, DEMENTIA-CAPABLE SYSTEM OF CARE ACROSS FRANKLIN AND BERKSHIRE COUNTIES IN WESTERN MASSACHUSETTS, A REGION WHERE ONE IN FOUR RESIDENTS IS OVER 65 AND ACCESS TO SPECIALIZED DEMENTIA CARE IS LIMITED BY DISTANCE AND PROVIDER SHORTAGES. THE PROJECT FOCUSES ON THREE GROUPS OFTEN LEFT OUT OF EXISTING SERVICES: PEOPLE LIVING ALONE WITH DEMENTIA, ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AT RISK OF DEMENTIA, AND CAREGIVERS MANAGING CHALLENGING BEHAVIORAL SYMPTOMS. THE INITIATIVE PURSUES FOUR GOALS: CONNECT PEOPLE LIVING ALONE WITH DEMENTIA AND INDIVIDUALS WITH IDD TO IN-HOME CARE NAVIGATION AND COMMUNITY RESOURCES; EQUIP FAMILY CAREGIVERS WITH EDUCATION, COACHING, AND RESPITE SUPPORT TO MANAGE BEHAVIORAL SYMPTOMS; TRAIN PROFESSIONALS ACROSS AGING, DISABILITY, AND HEALTHCARE SYSTEMS TO RECOGNIZE AND RESPOND TO DEMENTIA; AND BUILD A SUSTAINABLE MEDICARE BILLING PATHWAY SO THESE SERVICES CAN CONTINUE BEYOND THE GRANT PERIOD. LIFEPATH'S APPROACH CENTERS ON MEETING PEOPLE WHERE THEY ARE, THROUGH HOME VISITS, INTERDISCIPLINARY CARE CONSULTATION, AND EVIDENCE-BASED PROGRAMS INCLUDING POWERFUL TOOLS FOR CAREGIVERS AND THE LIVING WELL WITH DEMENTIA TOOLKIT, DEVELOPED WITH ARIADNE LABS. STARTING IN THE FALL OF 2026 AND RUNNING 36 MONTHS, THE PROJECT WILL PRODUCE A TRAINED CARE NAVIGATION WORKFORCE, A CROSS-SECTOR DEMENTIA TRAINING CURRICULUM, UPDATED REFERRAL PROTOCOLS, AND A FEASIBILITY ASSESSMENT FOR SUSTAINABLE BILLING. THE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS WILL PROVIDE RIGOROUS, INDEPENDENT EVALUATION AND DRIVE CONTINUOUS QUALITY IMPROVEMENT.
Corporation for National and Community Service
$100K
THIS AWARD FUNDS THE APPROVED 2026-7 MLK DAY OF SERVICE PROGRAM. YOUR 2026-27 STATUTORY MATCH REQUIREMENT IS 70% AND YOUR BUDGETED MATCH IS 70.09%.
Source: Federal Audit Clearinghouse (fac.gov)
Years audited
10
Clean years
10
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditurecombined across all audits filed that year | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $2.4M | Yes | 2026-02-26 |
| 2024 | Clean | Unmodified (Clean) | $2.4M | Yes | 2025-02-19 |
| 2023 | Clean | Unmodified (Clean) | $2.3M | Yes | 2024-02-05 |
| 2022 | Clean | Unmodified (Clean) | $3.6M | Yes | 2023-01-31 |
| 2021 | Clean | Unmodified (Clean) | $2.2M | No | 2022-01-23 |
| 2020 | Clean | Qualified | $1.8M | No | 2021-02-16 |
| 2019 | Clean | Qualified | $2.2M | No | 2020-02-13 |
| 2018 | Clean | Qualified | $25.5M | Yes | 2019-02-05 |
| 2017 | Clean | Qualified | $22.4M | Yes | 2018-01-24 |
| 2016 | Clean | Qualified | $22.9M | No | 2017-03-12 |
Financial Report
Unmodified (Clean)
Federal Expenditure, combined across all audits filed that year
$2.4M
Financial Report
Unmodified (Clean)
Federal Expenditure, combined across all audits filed that year
$2.4M
Financial Report
Unmodified (Clean)
Federal Expenditure, combined across all audits filed that year
$2.3M
Financial Report
Unmodified (Clean)
Federal Expenditure, combined across all audits filed that year
$3.6M
Financial Report
Unmodified (Clean)
Federal Expenditure, combined across all audits filed that year
$2.2M
Financial Report
Qualified
Federal Expenditure, combined across all audits filed that year
$1.8M
Financial Report
Qualified
Federal Expenditure, combined across all audits filed that year
$2.2M
Financial Report
Qualified
Federal Expenditure, combined across all audits filed that year
$25.5M
Financial Report
Qualified
Federal Expenditure, combined across all audits filed that year
$22.4M
Financial Report
Qualified
Federal Expenditure, combined across all audits filed that year
$22.9M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $72.3M | $211.2K | $70.2M | $23.7M | $472.1K |
| 2022 | $63.3M | $232.8K | $62.5M | $16.4M | -$609.9K |
| 2021 | $61.2M | $348.7K | $64.6M | $18.3M | -$990.3K |
| 2020 | $65.7M | $257K |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Susan Leslie Leyburn Mpa Shrm-Cp | Chief Exec O | 40 | $247.6K | $0 | $20K | $267.6K |
| Mary Beth Horner | CFO | 36 | $139.9K | $0 | $38.6K | $178.5K |
| Susan E Giachetti | COO | 40 | $121.2K | $0 | $16.2K | $137.4K |
| Karen Werkheiser | Hr Director | 40 | $116.2K | $0 | $15.5K | $131.8K |
| Daniel James Hilbert | Assistant Tr | 1 | $0 | $0 | $0 | $0 |
| Samuel James Jones | Vice Preside | 1 | $0 | $0 | $0 | $0 |
| Franklin Delano Green Jr | Secretary | 1 | $0 | $0 | $0 | $0 |
| Kaj Ernst Karch | President | 1 | $0 | $0 | $0 | $0 |
| Xavier Faura Sole Dvm Mba | 2nd Vice Pre | 1 | $0 | $0 | $0 | $0 |
| Ronald Gary Matan | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Helene Ann Wagner | Director | 1 | $0 | $0 | $0 | $0 |
Susan Leslie Leyburn Mpa Shrm-Cp
Chief Exec O
$267.6K
Hrs/Wk
40
Compensation
$247.6K
Related Orgs
$0
Other
$20K
Mary Beth Horner
CFO
$178.5K
Hrs/Wk
36
Compensation
$139.9K
Related Orgs
$0
Other
$38.6K
Susan E Giachetti
COO
$137.4K
Hrs/Wk
40
Compensation
$121.2K
Related Orgs
$0
Other
$16.2K
Karen Werkheiser
Hr Director
$131.8K
Hrs/Wk
40
Compensation
$116.2K
Related Orgs
$0
Other
$15.5K
Daniel James Hilbert
Assistant Tr
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Samuel James Jones
Vice Preside
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Franklin Delano Green Jr
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kaj Ernst Karch
President
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Xavier Faura Sole Dvm Mba
2nd Vice Pre
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ronald Gary Matan
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Helene Ann Wagner
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Cynthia Transue | Lpn | 76 | $229.7K | $0 | $14.5K | $244.2K |
| Akeem Lawal Isa | Nursing Assi | 96 | $125.7K | $0 | $32.3K | $158K |
| Melusi Moyo | Lpn | 72 | $126.8K | $0 | $23.1K | $149.9K |
| Nancy Ingram | Director | 40 | $118.1K | $0 | $24.2K | $142.3K |
| Lisa White | Lpn | 62 | $120.8K | $0 | $1,460 | $122.2K |
Cynthia Transue
Lpn
$244.2K
Hrs/Wk
76
Compensation
$229.7K
Related Orgs
$0
Other
$14.5K
Akeem Lawal Isa
Nursing Assi
$158K
Hrs/Wk
96
Compensation
$125.7K
Related Orgs
$0
Other
$32.3K
Melusi Moyo
Lpn
$149.9K
Hrs/Wk
72
Compensation
$126.8K
Related Orgs
$0
Other
$23.1K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Emilio John Morrone Ii Cpa | Director | 1 | $0 | $0 | $0 | $0 |
| George Heslin | Director | 1 | $0 | $0 | $0 | $0 |
| George Paul Kurtz Jr Ctfa | Director | 1 | $0 | $0 | $0 | $0 |
| Kathleen Ann Schreiner | Director | 1 | $0 | $0 | $0 | $0 |
| Mark George Angeny | Director | 1 | $0 | $0 | $0 | $0 |
| Megan Mccarthy |
Emilio John Morrone Ii Cpa
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
George Heslin
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
George Paul Kurtz Jr Ctfa
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $65.2M |
| $16.8M |
| $2.4M |
| 2019 | $61M | $278.5K | $60.7M | $19.8M | $1.7M |
| 2018 | $57.5M | $277.1K | $56.6M | $20.2M | $1.4M |
| 2017 | $53.1M | $152K | $52.9M | $18.9M | $495.9K |
| 2016 | $51.3M | $188.7K | $51.3M | $18.9M | $405.6K |
| 2015 | $50.6M | $200.4K | $50.6M | $21.3M | $430.7K |
| 2014 | $49.7M | $146.6K | $49.7M | $20.8M | $357K |
| 2013 | $48.1M | $146K | $48.4M | $20.2M | $282.7K |
| 2012 | $47.7M | $66.3K | $47.6M | $19.3M | $659.6K |
| 2011 | $44.5M | $100.5K | $44.5M | $18.5M | $563.6K |
| 2022 | 990 | DataIRS e-File |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
Nancy Ingram
Director
$142.3K
Hrs/Wk
40
Compensation
$118.1K
Related Orgs
$0
Other
$24.2K
Lisa White
Lpn
$122.2K
Hrs/Wk
62
Compensation
$120.8K
Related Orgs
$0
Other
$1,460
| Director |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Shanna Fegely Esq | Director | 1 | $0 | $0 | $0 | $0 |
Kathleen Ann Schreiner
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mark George Angeny
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Megan Mccarthy
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Shanna Fegely Esq
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0