2020-11-12T10:49:58-06:00 2019-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2019-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2020-11-09 1 AIMEE JOZIC P01329472 5853811000 4.14.157.197 2020-11-09 10:08:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8770ABC6EA2173DAE571530AA970B76F08596B25 2019 2021-01-29 14:40:06Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 79123758 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 14 14 2604 392 0 0 483601 1009472 75401829 77828761 181358 285525 0 0 76066788 79123758 0 0 0 0 58324025 61241259 0 0 0 17365143 17578775 75689168 78820034 377620 303724 39043212 40427779 19305058 19623329 19738154 20804450 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 36116987 39593969 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 316 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8890823 10155231 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARE AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 12699517 16618807 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 504 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 15013393 12114018 VOCATIONAL TRAINING, TRANSPORATION, COMMUNITY SERVICES, AND OTHER 15013393 12114018 72720720 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 210 0 1 2604 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 TOM SMITHGALL CHAIRMAN 1.00 1.20 X X 0 0 0 DON A FUREY PHD VICE-CHAIRMAN 1.00 1.20 X X 0 0 0 MARY SQUIRES TREASURER 1.00 1.20 X X 0 0 0 CATHY HOUSTON-WILSON PHD SECRETARY 1.00 1.20 X X 0 0 0 GERALD P COX PHD DIRECTOR 1.00 X 0 0 0 VINCE MITRANO DIRECTOR 1.00 X 0 0 0 CHRISTINE MCKINLEY DIRECTOR 1.00 X 0 0 0 JIM TOBIN DIRECTOR 1.00 X 0 0 0 LORI A KLAFEHN DIRECTOR 1.00 X 0 0 0 DONNA J LOWRY DIRECTOR 1.00 X 0 0 0 ANNA N KORUS DIRECTOR 1.00 X 0 0 0 BARBARA A HAWES DIRECTOR 1.00 X 0 0 0 ANITA GREEN DIRECTOR 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 X 0 0 0 JAMIE BRANCIFORTE PRESIDENT & CEO 40.00 6.00 X 420678 0 119323 LINDA ANDERSON CFO 40.00 6.00 X 182645 0 28756 JORDAN BROWN FORMER EXECUTIVE VP & COO 40.00 X 189918 0 21416 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 X 173397 0 30380 KEVIN KOCH CONTROLLER 40.00 X 101129 0 21419 ABBEY SIMMONS DIRECTOR OF INFORMATION TE 40.00 X 111323 0 18419 PAMELA PRICE TRANSPORTATION SERVICES DI 40.00 X 103935 0 23641 1283025 0 263354 7 0 1 0 BARCLAY DAMON LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 232380 ROCHESTER BUSINESS CENTER LLC 1 SOUTH WASHINGTON STREET ROCHESTER NY 14614 PROPERTY MANAGEMENT 201081 ROCHESTER BUSINESS CENTER LLC 1770 COLVIN BLVD BUFFALO NY 14223 PHARMACY SERVICES 148454 RIDGEDALE MANOR DHC LLC 20 CORPORATE WOODS BLVD ALBANY NY 12211 PROPERTY MANAGEMENT 117660 ACE COOLING AND HEATING 87 LYMAN BROCKPORT NY 14420 HVAC SERVICES 115242 5 19207 338850 651415 1009472 MEDICAID 900099 68466387 68466387 PARTICIPANT FEES 900099 4297206 4297206 OTHER 900099 2452597 2452597 OPERATIONAL CONTRACTS 900099 1323059 1323059 CONTRACT INCOME 900099 1289512 1289512 77828761 148374 148374 137151 0 137151 137151 137151 79123758 77828761 0 285525 1242181 1242181 46047810 43951652 2096158 1274159 1073302 200857 9235339 8674942 560397 3441770 3258969 182801 233523 1457 232066 67260 67260 34165 8459 25706 457085 190535 266550 2902234 2681695 220539 1742824 1716653 26171 369909 363127 6782 2029254 1910521 118733 310035 233923 76112 REPAIRS AND MAINTENANCE 1720041 1679885 40156 PARTICIPANT INCIDENTALS 1565859 1565859 0 FOOD 1359898 1358840 1058 PROGRAM SUPPLIES 1152621 1044288 108333 3634067 3006613 627454 78820034 72720720 6099314 0 25707 25657 10210645 10307462 9709556 9729680 166214 165919 50628695 34942950 16119548 15685745 2811542 4513316 39043212 40427779 10325937 10943303 1881384 1259189 7097737 7420837 19305058 19623329 X 19738154 20804450 19738154 20804450 39043212 40427779 X 303724 59572 149250 553750 X X 0 1 X 1 0 X 365139 585746 1398279 483601 1009472 3842237 63779582 65883639 69830552 75401829 77828761 352724363 64144721 66469385 71228831 75885430 78838233 356566600 0 0 0 356566600 119874 230964 25990 52216 148374 577418 64264595 66700349 71254821 75937646 78986607 357144018 0.99840 0.99850 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1374672 1374672 33360185 21755550 11604635 15893838 13187400 2706438 15685745 DUE FROM AFFILIATES 2412804 OTHER CURRENT ASSETS 1280 DEPOSITS 1477663 OTHER NON-CURRENT ASSETS 621569 4513316 X X X X X 1 1 0 0 0 0 0 0 0 JAMIE BRANCIFORTE PRESIDENT & CEO 347300 0 42500 0 30878 0 96751 0 22572 0 540001 0 22446 0 LINDA ANDERSON CFO 178714 0 2500 0 1431 0 8406 0 20350 0 211401 0 0 0 JORDAN BROWN FORMER EXECUTIVE VP & COO 186341 0 2400 0 1177 0 0 0 21416 0 211334 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 168597 0 2500 0 2300 0 10089 0 20291 0 203777 0 0 0 PART I, LINES 4A-B JORDAN BROWN: $98,257 - SEVERENCE PAYMENT FOR COO SEPARATED ON 6/12/2019. JAMIE BRANCIFORTE: $105,197 - 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 2019 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF 2019 COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2018, 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 FOR 2019. 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: RATE APPEAL SETTLEMENTS 733,442. NON OPERATING EXPENSES -179,692. FORM 990, PART XII LINE 2C THE 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 LIFETIME COMMUNITY APARTMENTS INC Q 107287 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 201283 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 119617 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 91191 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 54764 FAIR MARKET VALUE