2024-11-13T15:31:39-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2024-11-13 1 1 AIMEE JOZIC P01329472 5853811000 2024-11-12 2023 2024-10-15 13:58:12Z BRYAN O'DONOVAN 425 PAUL ROAD ROCHESTER NY 14624 96673516 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 14 14 2273 14 0 0 18528895 4325786 85042634 91965118 108408 382612 0 0 103679937 96673516 0 0 0 0 81391186 72650287 0 0 124088 19682792 20512210 101073978 93162497 2605959 3511019 50607334 53774810 21666971 20413953 28940363 33360857 X LIFETIME ASSISTANCE, INC. IS A COMMUNITY LEADER, PROVIDING COMPREHENSIVE SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. OUR GOAL IS TO FOSTER INDEPENDENCE, SELF-RELIANCE AND RESPECT FOR INDIVIDUALS WITH DISABILITIES. OUR VISION IS TO HELP EACH PERSON REACH HIS OR HER FULL POTENTIAL AND REALIZE THE OPPORTUNITIES OF A LIFETIME. 0 0 57723714 64045233 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 6674760 6310613 COMMUNITY SERVICES PROGRAMS PROVIDE FAMILIES AND PEOPLE WHO LIVE IN THE COMMUNITY WITH THE LIFE-SKILLS TRAINING NECESSARY TO LIVE AND WORK INDEPENDENTLY. 12567916 17279948 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 7707230 4329324 VOCATIONAL TRAINING, TRANSPORTATION AND OTHER 7707230 4329324 84673620 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 178 0 1 2273 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X LINDA ANDERSON 5854264120 425 PAUL ROAD ROCHESTER NY 14624 THOMAS SMITHGALL CHAIRMAN 1.00 2.20 X X 0 0 0 DON A FUREY PHD VICE-CHAIRMAN 1.00 2.20 X X 0 0 0 MARY SQUIRES TREASURER 1.00 2.20 X X 0 0 0 CATHY HOUSTON-WILSON PHD SECRETARY 1.00 2.20 X X 0 0 0 ANITA GREEN DIRECTOR 1.00 X 0 0 0 JAMES TOBIN DIRECTOR 1.00 X 0 0 0 JULIEANN N WARNER MD DIRECTOR 1.00 X 0 0 0 JOEL DIMARTINO DIRECTOR 1.00 X 0 0 0 VINCE MITRANO DIRECTOR 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 X 0 0 0 LORI A KLAFEHN DIRECTOR 1.00 X 0 0 0 ANNA N KORUS DIRECTOR 1.00 X 0 0 0 CHRISTINE MCKINLEY DIRECTOR 1.00 X 0 0 0 GERALD P COX PHD DIRECTOR 1.00 X 0 0 0 BRYAN O'DONOVAN PRESIDENT AND CEO 40.00 X 338075 0 6242 LINDA ANDERSON CHIEF FINANCIAL OFFICER 40.00 6.00 X 214914 0 35198 ERNEST HAYWOOD COO 40.00 X 215958 0 41319 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 40.00 X 160783 0 32740 SAMANTHA NAST SITE SUPERVISOR 40.00 X 145173 0 7794 JONATHAN SEMMLER CONTROLLER 40.00 X 149014 0 8173 AECHEA MILLER CLINICAL DSP 40.00 X 148569 0 5159 TIMOTHY NEILANS SENIOR MANAGER 40.00 X 143552 0 21193 JAMES BRANCIFORTE FORMER PRESIDENT AND CEO 40.00 6.00 X 240770 0 0 1756808 0 157818 26 1 1 0 HAMILTON STERN CONSTRUCTION LLC 3850 MONROE AVENUE PITTSFORD NY 14534 CONSTRUCTION 965044 NETSMART TECHNOLOGIES INC 11100 NALL AVE OVERLAND PARK KS 66211 SOFTWARE PROVIDER 690720 SUNOCO 8020 PARK LN SUITE 200 DALLAS TX 75231 FUEL SERVICES 418822 CROSS COUNTRY STAFFING INC 5201 CONGRESS AVE BOCA RATON FL 33487 STAFFING 397010 NEXO GROUP LLC 6 STEPHANIE COURT HILTON NY 14468 CONSULTANTS 218605 11 5592 4320194 4325786 MEDICAID 900099 81942192 81942192 PARTICIPANT FEES 900099 5208006 5208006 OTHER 900099 2947801 2947801 CONTRACT INCOME 900099 1223304 1223304 OPERATIONAL CONTRACTS 900099 643815 643815 91965118 351856 351856 30756 0 30756 30756 30756 96673516 91965118 0 382612 905773 905773 57767876 54657290 3052552 58034 1700071 1492177 196806 11088 8075995 7445646 630349 4200572 3934705 265867 123995 123995 177630 171630 6000 38454 9908 23629 4917 328213 120011 205913 2289 2081252 1896525 182167 2560 1934665 1918038 16627 209853 207119 2734 2640703 2524915 115788 484030 423981 56408 3641 REPAIRS AND MAINTENANCE 2368006 2309513 57114 1379 DUES AND FEES 1854292 436057 1394981 23254 PARTICIPANT INCIDENTALS 1697654 1694224 3430 FOOD 1649799 1645049 4750 4923664 3958462 954276 10926 93162497 84673620 8364789 124088 26528 26611 10777413 10743213 17480235 18438841 344931 502152 62183743 42061961 18864117 20121782 1046290 3114110 2895921 50607334 53774810 9952948 10270137 1958972 1217465 586392 669346 5805031 4939236 3363628 3317769 21666971 20413953 X 28940363 32958213 402644 28940363 33360857 50607334 53774810 X 3511019 909475 X X 0 1 X 1 0 X 1009472 524530 10697627 18528895 4325786 35086310 77828761 80978787 78444034 85042634 91965118 414259334 78838233 81503317 89141661 103571529 96290904 449345644 0 0 0 449345644 148374 68238 75863 351856 644331 78986607 81571555 89141661 103647392 96642760 449989975 0.99860 0.99920 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1374672 1374672 41583920 26004206 15579714 18570116 16057755 2512361 655035 655035 20121782 DEPOSITS 218466 OTHER NON-CURRENT ASSETS 252359 ROU ASSET- OPERATING 939074 ROU ASSET- FINANCING 1486022 2895921 OTHER NON-CURRENT LIABILITIES 2929004 OTHER CURRENT 388765 3317769 PART IV, LINE 2B: LAI IS THE CUSTODIAN OF CERTAIN INDIVIDUALS' PERSONAL ALLOWANCE FUNDS. OPWDD REGULATIONS PROVIDE FOR THE USE OF THESE FUNDS FOR AUTHORIZED AND ALLOWABLE PURCHASES FOR PERSONAL ITEMS. X X X X X 0 1 0 0 0 0 0 0 0 BRYAN O'DONOVAN PRESIDENT AND CEO 311435 0 20100 0 6540 0 0 0 6242 0 344317 0 0 0 ERNEST HAYWOOD COO 213261 0 0 0 2697 0 13228 0 28091 0 257277 0 0 0 LINDA ANDERSON CHIEF FINANCIAL OFFICER 211488 0 525 0 2901 0 12648 0 22550 0 250112 0 0 0 JAMES BRANCIFORTE FORMER PRESIDENT AND CEO 240770 0 0 0 0 0 0 0 0 0 240770 0 240770 0 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 148638 0 10925 0 1220 0 7432 0 25308 0 193523 0 0 0 TIMOTHY NEILANS SENIOR MANAGER 136125 0 7242 0 185 0 6915 0 14278 0 164745 0 0 0 JONATHAN SEMMLER CONTROLLER 148842 0 100 0 72 0 0 0 8173 0 157187 0 0 0 AECHEA MILLER CLINICAL DSP 145248 0 2986 0 335 0 5159 0 0 0 153728 0 0 0 SAMANTHA NAST SITE SUPERVISOR 141758 0 3600 0 -185 0 0 0 7794 0 152967 0 0 0 PART I, LINE 4B JAMIE BRANCIFORTE- $240,770 PAYMENT. LIFETIME MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457 OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF ELIGIBLE EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS, WHICH ARE REVIEWED BY AGENCY COUNSEL, AND ULTIMATELY BY THE AGENCY'S AUDIT FINANCE COMMITTEE. THE CONFLICT OF INTEREST POLICY IS ALSO INCLUDED IN THE AGENCY'S CORPORATE COMPLIANCE PLAN FOR OFFICERS, KEY EMPLOYEES, AND ALL STAFF. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION SPECIALIST FIRM WAS ENGAGED TO PROVIDE COMPARABLE COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS, COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, CONTEMPORANEOUSLY CONDUCTED A CEO ANNUAL PERFORMANCE APPRAISAL AND REVIEWED AND APPROVED APPROPRIATE COMPARABILITY DATA AND CEO COMPENSATION. KEY EMPLOYEE (I.E. EXECUTIVE VICE PRESIDENTS' COMPENSATION) WAS LIKEWISE CONTEMPORANEOUSLY REVIEWED AND APPROVED BY LIFETIME ASSISTANCE PRESIDENT AND CEO, UTILIZING THE INDEPENDENT COMPENSATION REPORT. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICES AT 425 PAUL ROAD, ROCHESTER, NY 14624. FORM 990, PART XI, LINE 9: PRIOR PERIOD INCOME AND RATE APPEAL SETTLEMENTS -307,905. TRANSFER OF NET ASSETS FROM LIFETIME ASSISTANCE FOUNDATION, INC. 1,217,380. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LIFETIME COMMUNITY LIVING INC 425 PAUL ROAD ROCHESTER NY 14624 161441424 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 LIFETIME COMMUNITY HOMES INC 425 PAUL ROAD ROCHESTER NY 14624 161500244 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 LIFETIME COMMUNITY SERVICES INC 425 PAUL ROAD ROCHESTER NY 14624 161500245 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 LIFETIME COMMUNITY APARTMENTS INC 425 PAUL ROAD ROCHESTER NY 14624 300062484 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 LIFETIME RESIDENCE CORP INC 425 PAUL ROAD ROCHESTER NY 14624 222541886 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 LIFETIME HOUSING DEVELOPMENT CORPORATION 425 PAUL ROAD ROCHESTER NY 14624 465165393 LOW INCOME HOUSING DEVELOPMENT NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 FRANCES HOUSING DEVELOPMENT FUND COMPANY INC 425 PAUL ROAD ROCHESTER NY 14624 813879374 LOW INCOME HOUSING DEVELOPMENT NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 FRANCES II HOUSING DEVELOPMENT FUND COMPANY INC 425 PAUL ROAD ROCHESTER NY 14624 842452664 LOW INCOME HOUSING DEVELOPMENT NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 LIFETIME COMMUNITY APARTMENTS INC Q 178180 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 230625 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 124246 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 86694 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 63117 FAIR MARKET VALUE