2022-11-14T11:06:01-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2022-11-14 1 LINDA ANDERSON 999009999 AIMEE JOZIC P01329472 5853811000 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRYAN O'DONOVAN 425 PAUL ROAD ROCHESTER NY 14624 89182117 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 16 16 2345 16 0 0 524530 10697627 80978787 78444034 84370 40456 0 0 81587687 89182117 0 0 0 0 63176324 68395564 0 0 0 16930791 18697877 80107115 87093441 1480572 2088676 42094384 48718996 18077978 22235559 24016406 26483437 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 45969659 46586802 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 428 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 10487243 10266054 INTERMEDIATE CARE FACILITIES HOUSE 60 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARE AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 11459463 12883778 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 465 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 12714224 8707400 VOCATIONAL TRAINING, TRANSPORTATION, COMMUNITY SERVICES, AND OTHER 12714224 8707400 80630589 1 1 0 0 0 0 0 0 0 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 1 186 0 1 2345 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 DON A FUREY PHD VICE-CHAIRMAN 1.00 2.20 X X 0 0 0 ANNA N KORUS DIRECTOR 1.00 X 0 0 0 BARBARA A HAWES DIRECTOR 1.00 X 0 0 0 LORI A KLAFEHN DIRECTOR 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 X 0 0 0 VINCE MITRANO DIRECTOR 1.00 X 0 0 0 GERALD P COX PHD DIRECTOR 1.00 X 0 0 0 CHRISTINE MCKINLEY DIRECTOR 1.00 X 0 0 0 JOEL DIMARTINO DIRECTOR 1.00 X 0 0 0 THOMAS SMITHGALL CHAIRMAN 1.00 2.20 X X 0 0 0 DONNA J LOWRY DIRECTOR 1.00 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 JULIEANN N WARNER MD DIRECTOR 1.00 X 0 0 0 JIM TOBIN DIRECTOR 1.00 X 0 0 0 ANITA GREEN DIRECTOR 1.00 X 0 0 0 JAMES BRANCIFORTE PRESIDENT AND CEO 40.00 6.00 X 438562 0 126056 LINDA ANDERSON CHIEF FINANCIAL OFFICER 40.00 6.00 X 211868 0 43823 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOPMENT 40.00 X 199737 0 46932 DEBRA ARGUS DIRECTOR OF HEALTH SERVICES 40.00 X 151926 0 32952 PAMELA PRICE TRANSPORTATION SERVICES DIRECTOR 40.00 X 124748 0 37696 SARA INFANTINO RN 40.00 X 136362 0 21979 TIMOTHY NEILANS SENIOR MANAGER 40.00 X 136142 0 27933 MARIANNE LAMPART DIRECTOR OF ICF/IRA 40.00 X 119790 0 26957 1519135 0 364328 13 0 1 0 HAMILTON STERN CONSTRUCTION LLC 3850 MONROE AVENUE PITTSFORD NY 14534 CONSTRUCTION 863952 BARCLAY DAMON LLP PO BOX 1265 ALBANY NY 122011265 LEGAL SERVICES 218381 ROCHESTER BUSINESS CENTER LLC 1 SOUTH WASHINGTON STREET ROCHESTER NY 14614 PROPERTY MANAGEMENT 203346 PARKVIEW HEALTH SERVICES LLC 1770 COLVIN BLVD BUFFALO NY 14223 PHARMACY SERVICES 196993 NEXO GROUP LLC 6 STEPHANIE COURT HILTON NY 14468 CONSULTANTS 195424 10 10624 10410914 276089 10697627 MEDICAID 900099 69138926 69138926 PARTICIPANT FEES 900099 4794566 4794566 OTHER 900099 2455077 2455077 OPERATIONAL CONTRACTS 900099 1255078 1255078 CONTRACT INCOME 900099 800387 800387 78444034 11620 11620 28836 0 28836 28836 28836 89182117 78444034 0 40456 1122988 1122988 52598762 50416556 2182206 3264352 3064889 199463 7458980 6865576 593404 3950482 3744939 205543 227532 227532 81961 81961 27649 4273 23376 291668 135383 156285 2831400 2673369 158031 1385656 1373535 12121 276500 269531 6969 1933777 1796230 137547 379260 268151 111109 REPAIRS AND MAINTENANCE 1800038 1760323 39715 PROGRAM SUPPLIES 1492046 1403631 88415 CONTRACTED SERVICES 1480432 1135537 344895 FOOD 1419115 1418583 532 5070843 4300083 770760 87093441 80630589 6462852 0 26111 26461 9972765 16946944 11612325 11222191 177380 273910 55558187 38504267 16353503 17053920 3952300 3195570 42094384 48718996 10186670 12200365 1614021 2604178 6277287 5176359 0 2254657 18077978 22235559 X 24016406 26483437 24016406 26483437 42094384 48718996 X 2088676 309877 68478 X X 0 1 X 1 0 X 1398279 483601 1009472 524530 10697627 14113509 69830552 75401829 77828761 80978787 78444034 382483963 71228831 75885430 78838233 81503317 89141661 396597472 0 0 0 396597472 25990 52216 148374 68238 11620 306438 71254821 75937646 78986607 81571555 89153281 396903910 0.99920 0.99860 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1374672 1374672 35026880 23888504 11138376 17388342 14615763 2772579 1768293 1768293 17053920 DUE FROM AFFILIATES 2520653 OTHER CURRENT ASSETS 1280 DEPOSITS 87502 OTHER NON-CURRENT ASSETS 586135 3195570 OTHER NON-CURRENT LIABILITIES 2254657 2254657 X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT AND CEO 360627 0 69525 0 8410 0 101058 0 24998 0 564618 0 0 0 LINDA ANDERSON CHIEF FINANCIAL OFFICER 185889 0 24375 0 1604 0 21706 0 22117 0 255691 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOPMENT 182756 0 14525 0 2456 0 24220 0 22712 0 246669 0 0 0 DEBRA ARGUS DIRECTOR OF HEALTH SERVICES 131895 0 18975 0 1056 0 14127 0 18825 0 184878 0 0 0 TIMOTHY NEILANS SENIOR MANAGER 131822 0 4225 0 95 0 13776 0 14157 0 164075 0 0 0 PAMELA PRICE TRANSPORTATION SERVICES DIRECTOR 118730 0 4525 0 1493 0 15734 0 21962 0 162444 0 0 0 SARA INFANTINO RN 132966 0 3475 0 -79 0 6923 0 15056 0 158341 0 0 0 PART I, LINE 4B JAMIE BRANCIFORTE: $69,158 - LIFETIME MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457 OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF ELIGIIBLE 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. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES, INCLUDING TOWERS WATSON, NYCON, THE NON PROFIT TIMES, RBA AND ERI. 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 258,920. NON OPERATING EXPENSES -190,442. 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 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 LIFETIME COMMUNITY APARTMENTS INC Q 95875 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 188744 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 116789 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 77283 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 55562 FAIR MARKET VALUE