2019-07-01T11:41:54-07:00 2018-12-31 990 2018-01-01 223257719 GENESEE REGION HOME CARE OF ONTARIO COUNTY GENE 5852384579 165 Court Street Rochester NY 14647 Mary OReilly Vice President & Asst Treasurer 5853276505 2019-07-01 206.197.236.41 2018 2019-02-21 02:37:17Z Home Care Plus Paul Eisenstat 165 Court Street Rochester NY 14647 10359582 0 X www.lifetimecare.org X 1994 NY To deliver compassionate, personalized care to adults and children who are ill or injured. 10 9 384 0 0 0 0 0 10019527 10359582 0 0 0 0 10019527 10359582 0 0 0 0 10677400 10240405 0 0 0 1086331 1121661 11763731 11362066 -1744204 -1002484 939292 939292 15491202 16493686 -14551910 -15554394 To deliver compassionate, personalized care to adults and children who are ill or injured. 0 0 522608 822448 Home Health Care: Licensed Services - Provides services in the home for persons who require nursing care. (9,173 Hours) 9908965 11557186 Home Health Care: Home Health Aides - Provides services in the homes to persons who require trained medical services. (275,561 Hours) 0 0 0 10431573 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 1 384 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Carole Catallo 5852141000 3111 South Winton Road Rochester NY 14623 X Paul Eisenstat CEO & Director 0.40 40 X X 0 705837 74124 Dorothy Coleman CFO & Treasurer 0.4 40 X X 0 1386373 102901 Joseph Kurnath MD Director 0 0 X X 0 0 0 Alfred Matt Director 0 0 X X 0 0 81750 Marilyn Dollinger Director 0 0 X 0 0 0 Manuel Matos MD Director 0 0 X 0 0 0 Jagat Mehta MD Director 0 0 X 0 0 0 Deborah Minor Director 0 0 X 0 0 0 Elane Daly Director 0 0 X 0 0 0 Charles Stuart Director 0 0 X 0 3050 0 Peter Paulsen Director 0 0 X 0 0 0 James Norman Director 0 0 X 0 8471 0 Mordecai Kolko Director 0 0 X 0 0 0 Stephen Cohen President 0.4 40 X 0 440610 87971 Stephen Sloan Secretary 0.40 40 X 0 1078679 128552 James Haefner Assistant Treasurer 0.40 40 X 0 340173 97963 Mary O'Reilly Assistant Treasurer 0.40 40 X 0 174177 36012 Margaret Cassady Assistant Secretary 0.4 40 X 0 302409 43297 0 4439779 652570 0 0 1 0 0 Home Health Care Services 621610 10359582 10359582 0 0 0 0 0 0 10359582 0 0 0 0 0 10359582 10359582 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8683619 8220125 463494 0 0 0 0 0 929926 880291 49635 0 626860 593401 33459 0 0 0 0 0 1359 0 1359 0 13601 0 13601 0 0 0 0 0 0 0 0 0 0 0 178992 26075 152917 21752 31 21721 0 131035 96941 34094 0 26074 0 26074 0 0 0 0 0 213518 138707 74811 0 432406 427821 4585 0 0 0 0 0 1880 254 1626 0 0 0 0 0 0 0 0 0 0 0 0 0 11449 916 10533 0 Bed debt expense 27657 27657 0 0 Employee referrals 1566 0 1566 0 Other expense 60372 19354 41018 0 11362066 10431573 930493 0 939292 939292 939292 939292 15491202 16493686 15491202 16493686 X -14551910 -15554394 0 0 0 0 -14551910 -15554394 939292 939292 -1002484 0 0 0 0 0 X 0 1 X 1 0 X 13581561 14016581 12403041 10019527 10359582 60380292 13581561 14016581 12403041 10019527 10359582 60380292 60380292 13581561 14016581 12403041 10019527 10359582 60380292 1 1 0 0 X Due to Genesee Region Home Care Association 16493686 16493686 X 10359582 0 0 0 0 0 10359582 0 0 0 10359582 11362066 0 0 0 0 0 11362066 0 0 0 11362066 Schedule D, Part X, Line 2 Income Taxes provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. Income tax position must meet a more likely than not recognition threshold at the effective date to be recognized upon the adoption of this interpretation and in subsequent periods. This topic also provides guidance on measurement, derecogntion, classification, interest and penalties, accounting in interim periods, disclosure and transition. The Company recognizes any interest and penalties related to unrecognized tax benefits within the income tax expense line in the accompanying statement of activities and changes in net assets. Accrued interest and penalties are included within the related tax liability line in the consolidated balance sheet. There were no interest and penalties recognized for 2018 or 2017. The Company does not anticipate significant increases or decrease in its uncertain tax positions within the next twelve months. 0 1 0 0 0 0 0 0 0 Paul Eisenstat CEO & Director 0 398715 0 305034 0 2088 0 50413 0 23711 0 779961 0 0 Dorothy Coleman CFO & Treasurer 0 602573 0 776357 0 7443 0 78230 0 24671 0 1489274 0 0 Stephen Cohen President 0 316097 0 119226 0 5287 0 65578 0 22393 0 528581 0 0 Stephen Sloan Secretary 0 515076 0 553376 0 10227 0 108105 0 20447 0 1207231 0 0 James Haefner Assistant Treasurer 0 232349 0 103867 0 3957 0 75711 0 22252 0 438136 0 0 Mary O'Reilly Assistant Treasurer 0 163396 0 10000 0 781 0 12159 0 23853 0 210189 0 0 Margaret Cassady Assistant Secretary 0 247613 0 51933 0 2863 0 29810 0 13487 0 345706 0 0 Schedule J, Part I, Line 3 The CEO of the filing organization is compensated by a related organization. His compensation is determined in accordance with a Board of Directors approved Executive Compensation Philosophy. The executive compensation process includes an evaluation of market comparable organizations. The Secretary and CFO and Treasurer of the filing organization are also the Secretary and CFO and Treasurer of the related organization. The process to determine their compensation includes the use of an external consultant and approval of the Board of Directors of the related organization. Schedule J, Part I, Line 4 The following persons from VII, Section A, Line 1a participated in a supplemental nonqualified retirement plan of a related organization: P. Eisenstat, D. Coleman, S. Cohen, S. Sloan, J. Haefner, M. O'Reilly and M. Cassady. Form 990, Part VI, Section A, Line 2 GRHCOC officer Stephen Cohen is an employee of Excellus Health Plan, Inc. (a related organization). Such employees have a business relationship with GRHCA officers Dorothy Coleman, Paul Eisenstat, Stephen Sloan, James Haefner, Mary O'Reilly and Margaret Cassady who are also officers on Excellus Health Plan, Inc. Form 990, Part VI, Section A, Line 6 The organization has a sole corporate Class A Member, as well as individual Class B members who are the same individuals serving as Class B directors of the organization. Form 990, Part VI, Section A, Line 7a Pursuant to a resolution of the Board of Director of Genesee Region Home Care Association, Inc. the sole Class A member of the organization, the Chief Executive Officer of Genesee Regional Home Care Association, Inc. is empowered to act on behalf of Genesee Region Home Care Association, Inc. to elect or reelect the organization's Class A directors. The members of the organization elect the Class A and Class B directors at a joint annual meeting of the sole member and Board of Directors of the organization, which is held during the first six months of the year pursuant to the Bylaws of the organization. Form 990, Part VI, Section A, Line 7b Bylaws amendments must be approved by the sole Class A member. Certain governance actions (such as the sale of all or substantially all of the assets of the organization) require approval of the members under the New York Not-for-Profit Corporation Law. Form 990, Part VI, Section B, Line 11b A copy of the Form 990 was provided to the Board of Directors prior to filing allowing the opportunity to review. Form 990, Part VI, Section B, Line 12c All employees review the Code of Conduct at an annual mandatory training. Directors and above also complete an annual questionnaire to identify potential conflicts of interest. Any potential violations are investigated by compliance personnel and corrective measures are taken as appropriate. Form 990, Part VI, Section B, Line 15 a) In determining compensation of the organization's CEO, the organization depended on compensation surveys and studies that are completed by Human Resources annually. b) In determining compensation of the organization's Other Officers, the organization depended on compensation surveys and studies that are completed by Human Resources annually. Form 990, Part VI, Section C, Line 18 Form 990 is available via Guidestar.org. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policies, and financial statements are available to the public upon request. Form 990, Part VII, Section A, Line 1a The amount reported for Alfred Matt in column F of $81,750 represents compensation which was paid by a related organization and fully deferred during the year pursuant to the company's non-qualified deferred compensation plan. Genesee Region Home Care Association Inc 165 Court Street Rochester NY 14647 160844109 Provide Home Health Services NY 501 (c)(3) 509(a)(2) Excellus Health Plan Inc 1 Genesee Valley Group Health Association Inc 165 Court Street Rochester NY 14647 161005419 Provide Health Services NY 501(c)(3) 170(b)(1)(A)(iii) Excellus Health Plan Inc 1 Excellus Health Plan Inc 165 Court Street Rochester NY 14647 150329043 Health Insurer NY N/A C 1 Lifetime Healthcare Inc 165 Court Street Rochester NY 14647 161514675 Holding Company NY N/A C 1 Excellus Acquisition Inc 165 Court Street Rochester NY 14647 061680689 Holding Company NY N/A C 1 MedAmerica Inc 165 Court Street Rochester NY 14647 161581817 Holding Company NY N/A C 1 Excellus Ventures Inc 165 Court Street Rochester NY 14647 161550984 Holding Company NY N/A C 1 Beacon Network Services Inc 165 Court Street Rochester NY 14647 141830065 Inactive NY N/A C 1 Lifetime Benefit Solutions Inc 165 Court Street Rochester NY 14647 161171765 Third Party Administrator NY N/A C 1 MedAmerica Insurance Company of New York 165 Court Street Rochester NY 14647 161310986 Long Term Care Insurance NY N/A C 1 MedAmerica Insurance Company 165 Court Street Rochester NY 14647 340977231 Long Term Care Insurance PA N/A C 1 MedAmerica Insurance Company of Florida 165 Court Street Rochester NY 14647 141993330 Long Term Care Insurance FL N/A C 1 MedAmerica Reinsurance Company f/k/a MIG Assurance Ltd 165 Court Street Rochester NY 14647 980210843 Long Term Care Insurer CJ N/A C 1 Lifetime Healthcare Companies Workers' Compensation Trust 165 Court Street Rochester NY 14647 161483185 Grantor Trust NY N/A T 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 Genesee Region Home Care Association Inc l 4611870 Arm's Length