2025-10-13T10:09:18-05:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 JONATHAN SEMMLER CHIEF FINANCIAL OFFICER 5854264120 2025-10-10 1 1 AIMEE JOZIC P01329472 5853811000 2025-10-10 2024 2025-03-06 01:10:19Z BRYAN O'DONOVAN 425 PAUL ROAD ROCHESTER NY 14624 108893045 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 13 13 2095 14 0 0 4325786 7827852 91965118 100578808 382612 479918 0 0 96673516 108886578 0 0 0 0 72650287 74850279 0 0 54010 20512210 21782212 93162497 96632491 3511019 12254087 53774810 69401828 20413953 24830098 33360857 44571730 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 57911288 69679262 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. 6809135 6715386 COMMUNITY SERVICES PROGRAMS PROVIDE FAMILIES AND PEOPLE WHO LIVE IN THE COMMUNITY WITH THE LIFE-SKILLS TRAINING NECESSARY TO LIVE AND WORK INDEPENDENTLY. 13524018 19578456 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 7987738 4605704 VOCATIONAL TRAINING, TRANSPORTATION AND OTHER 7987738 4605704 86232179 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 1 0 0 0 0 1 1 0 0 0 1 151 0 1 2095 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JONATHAN SEMMLER 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 EMERITUS 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 394363 0 19027 LINDA ANDERSON CHIEF FINANCIAL OFFICER 40.00 6.00 X 245691 0 28614 KIMBERLY ALBERT CHEIF PROGRAM OFFICER 40.00 X 128208 0 17155 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 40.00 X 154860 0 42673 JONATHAN SEMMLER CONTROLLER 40.00 X 147048 0 23050 TIMOTHY NEILANS SENIOR MANAGER 40.00 X 138118 0 18560 CHERYL LEADER CHIEF HUMAN RESOURCES OFFICER 40.00 X 223763 0 0 KEITH GILDERHUS CHIEF INFORMATION OFFICER 40.00 X 219807 0 0 JAMES BRANCIFORTE FORMER PRESIDENT AND CEO 0.00 0.00 X 252581 0 0 1904439 0 149079 24 1 1 0 NETSMART TECHNOLOGIES INC 11100 NALL AVE OVERLAND PARK KS 66211 SOFTWARE PROVIDER 494457 SUNOCO 8020 PARK LN SUITE 200 DALLAS TX 75231 FUEL SERVICES 386496 BRUCE RIBBLE CONTRACTING LLC 915A PARMA CENTER RD HILTON NY 14534 CONSTRUCTION 296630 HAMILTON STERN CONSTRUCTION LLC 3850 MONROE AVENUE PITTSFORD NY 14534 CONSTRUCTION 273105 BARCLAY DAMON PO BOX 1265 ALBANY NY 12201 LEGAL SERVICES 264340 9 14141 7813711 7827852 MEDICAID 900099 91397218 91397218 PARTICIPANT FEES 900099 5215862 5215862 OTHER 900099 2031100 2031100 CONTRACT INCOME 900099 1349195 1349195 OPERATIONAL CONTRACTS 900099 585433 585433 100578808 486385 486385 6467 -6467 -6467 -6467 108886578 100578808 0 479918 886785 886785 61137902 56543292 4564610 30000 1752809 1505742 244171 2896 6637464 5822669 814795 4435319 4060634 374685 216846 216846 74580 74580 58868 4793 50826 3249 378723 141413 235340 1970 2230529 1977375 253151 3 2035421 2001355 34066 342955 336510 6445 3246543 3120059 126484 627796 568695 59101 DUES AND FEES 2271555 496254 1771336 3965 REPAIRS AND MAINTENANCE 2204880 2122385 82495 FOOD 1829560 1802198 27362 PARTICIPANT INCIDENTALS 1778915 1778413 502 4485041 3950392 522722 11927 96632491 86232179 10346302 54010 26611 27136 10743213 11380859 18438841 27539248 502152 374357 64833268 43792252 20121782 21041016 1046290 2098638 2895921 6940574 53774810 69401828 10270137 9150813 1217465 1217465 669346 1202228 4939236 4256610 3317769 9002982 20413953 24830098 X 32958213 40608901 402644 3962829 33360857 44571730 53774810 69401828 X 12254087 -1043214 X X 0 1 X 1 0 X 524530 10697627 18528895 4325786 7827852 41904690 80978787 78444034 85042634 91965118 100578808 437009381 81503317 89141661 103571529 96290904 108406660 478914071 0 0 0 478914071 68238 75863 351856 486385 982342 81571555 89141661 103647392 96642760 108893045 479896413 0.99800 0.99860 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1426172 1426172 43972579 27328193 16644386 19385922 16464059 2921863 48595 48595 21041016 DEPOSITS 220950 ROU ASSET- OPERATING 694729 ROU ASSET- FINANCING 6024895 6940574 OTHER NON-CURRENT LIABILITIES 2740345 OPERATING LEASE LIABILITY 702847 FINANCE LEASE LIABILITY 5559790 9002982 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 352553 0 35000 0 6810 0 19027 0 0 0 413390 0 0 0 LINDA ANDERSON CHIEF FINANCIAL OFFICER 219444 0 23200 0 3047 0 11992 0 16622 0 274305 0 0 0 JAMES BRANCIFORTE FORMER PRESIDENT AND CEO 252581 0 0 0 0 0 0 0 0 0 252581 0 252581 0 CHERYL LEADER CHIEF HUMAN RESOURCES OFFICER 212725 0 0 0 11038 0 0 0 0 0 223763 0 0 0 KEITH GILDERHUS CHIEF INFORMATION OFFICER 207319 0 9600 0 2888 0 0 0 0 0 219807 0 0 0 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 150313 0 2560 0 1987 0 7032 0 35641 0 197533 0 0 0 JONATHAN SEMMLER CONTROLLER 145773 0 1275 0 0 0 0 0 23050 0 170098 0 0 0 TIMOTHY NEILANS SENIOR MANAGER 134881 0 3040 0 197 0 7037 0 11523 0 156678 0 0 0 PART I, LINE 4B JAMIE BRANCIFORTE FORMER CEO- CEO, RECEIVED FINAL PAYMENT IN 2024 FROM THE DEFERRED COMPENSATION PLAN UNDER SECTION 457 OF THE IRC. X 1 1039990 FAIR MARKET VALUE 0 1 0 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 EXPENSE -1,043,214. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 LIFETIME COMMUNITY APARTMENTS INC Q 161314 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 273600 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 96326 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 120290 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 82638 FAIR MARKET VALUE