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CHARITY REVIEW
Issued: November 2023 Expires: November 2025

Worklife Institute

Accredited Charity
Accredited Charity

Meets Standards
(713) 266-2456
1900 Saint James Pl Ste 880
Houston, TX, 77056-4125
https://www.worklifeinstitute.org/
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Worklife Institute meets the 20 Standards for Charity Accountability.

Stated Purpose:
Worklife Institute's mission is to promote and facilitate the highest quality of worklife, providing resources to benefit the region's residents, workplaces and communities.

Year, State Incorporated:
1989, TX

Worklife Institute continues to develop its programs of worklife services, including career and life transition assistance, employee
counseling, change management consultation for company managers, and continuing education in workplace conflict resolution, business ethics
and employee assistance issues. We also have a major program in place to assist veterans as they re-enter civilian life and find meaningful work.

Last year Worklife initiated a new program for military caregivers, to assist them in their professional development and provide resources for them.

Worklife Institute currently serves over 1,000 clients a year, including transitioning military veterans, company employees and their families.

For the year ended December 31, 2021, Worklife Institute's program expenses were:

Program Services $267,635
Total Program Expenses $267,635

Chief Executive
Diana Dale

Chair of the Board
Mr. Jeffrey R. Newport JD, Chairperson

Chair's Profession / Business Affiliation
Self

Board Size
4

Paid Staff Size
3

Method(s) Used:
Direct mail appeals, Telephone appeals, Grant proposals, Internet

% of Related Contributions on Fundraising: 2.51%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Worklife Institute's audited financial statements for the year ended December 31, 2021.

Source of Funds
Grants $167,957
Contributions $31,458
Services $10,325
Other $1,031
Total Income $210,771

Programs: 88% Fundraising: 2% Administrative: 10%

Total Income $210,771
Total expenses: $302,928
  Program expenses $267,635
  Fundraising expenses $5,000
  Administrative expenses $30,293
  Other expenses $0
Income in Excess of Expenses $-92,157
Beginning Net Assets $-30,138
Other Changes In Net Assets $0
Ending Net Assets $173,438
Total Liabilities $106,433
Total Assets $486,229

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB of Greater Houston and South Texas