2018-11-13T11:13:42-06:00 2017-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2017-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2018-11-09 1 AIMEE JOZIC P01329472 5853811000 4.14.157.194 2018-11-09 14:05:35 ES P 23025919B01E351967CFBA1C5A22CB7E3130E6CC D360F84E3F0AD10F5627038E856A557EFFF2FA52 2017 2019-02-21 02:37:17Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 71586413 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 16 16 2355 437 0 0 585746 1398279 65883639 69830552 8123 357582 222841 0 66700349 71586413 0 0 0 0 51671557 53983740 0 0 0 14987665 16469129 66659222 70452869 41127 1133544 38762161 39582914 20248969 20728170 18513192 18854744 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 33318699 35314941 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 707 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8282474 9528875 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARE AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 10835141 15095022 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 477 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 12530974 9891714 VOCATIONAL TRAINING, SERVICE COORDINATION, AND OTHER 12530974 9891714 64967288 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 1 0 0 0 0 1 1 0 0 0 1 161 0 1 2355 1 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 FUREY PHD CHAIRMAN 1.00 1.20 X X 0 0 0 DONNA J LOWRY 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 VINCENT P MITRANO DIRECTOR 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 X 0 0 0 GERALD P COX PHD 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 LORI A KLAFEHN DIRECTOR 1.00 X 0 0 0 JULIEANN WARNER MD DIRECTOR 1.00 X 0 0 0 JOEL DIMARTINO DIRECTOR 1.00 X 0 0 0 CHRISTINE DONOHUE DIRECTOR 1.00 X 0 0 0 THOMAS SMITHGALL DIRECTOR 1.00 X 0 0 0 ANITA GREEN DIRECTOR 1.00 X 0 0 0 JAMES TOBIN DIRECTOR 1.00 X 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 40.00 6.00 X 352809 0 68718 LINDA ANDERSON CFO 40.00 6.00 X 150470 0 28428 JORDON BROWN EXECUTIVE VP & COO 40.00 X 184593 0 33530 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 X 174046 0 34750 LORI SILER DIRECTOR OF HEALTH SERVICE 40.00 X 110141 0 24374 972059 0 189800 8 0 1 0 AMERICAN PRECISION CONSTRUCTION 1855 HONEOYE FALLS 6 RD HONEOYE FALLS NY 14472 CONSTRUCTION 242167 BARCLAY DAMON LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 233959 UPSTATE PHARMACY 40 N AMERICA DRIVE WEST SENECA NY 14224 PHARMACY 128996 BIG PATS CARPET CLEANING 132 RAHWAY ROAD ROCHESTER NY 14606 CARPET CLEANING 113015 RIDGEDALE MANOR DHC LLC 20 CORPORATE WOODS BLVD ALBANY NY 12211 PROPERTY MANAGEMENT 111828 5 17521 358521 1022237 1398279 MEDICAID 900099 62055202 62055202 PARTICIPANT FEES 900099 3914158 3914158 OTHER 900099 1662200 1662200 CONTRACT INCOME 900099 1298830 1298830 OPERATIONAL CONTRACTS 900099 900162 900162 69830552 25990 25990 331592 0 331592 331592 331592 71586413 69830552 0 357582 852796 852796 40722508 38742285 1980223 1441431 1227342 214089 7989213 7451056 538157 2977792 2805794 171998 231293 231293 65160 4585 60575 113619 90429 23190 546144 273650 272494 2208351 2026597 181754 1735312 1703326 31986 448583 445720 2863 2155337 2038183 117154 250076 218021 32055 REPAIRS AND MAINTENANCE 1769585 1733246 36339 FOOD 1295396 1294185 1211 PARTICIPANT INCIDENTALS 1069251 1069251 PROGRAM SUPPLIES 1055499 989595 65904 3525523 2854023 671500 70452869 64967288 5485581 0 24883 26396 12908823 10500097 7424014 8616496 171435 193642 49748895 32455283 15666533 17293612 2566473 2952671 38762161 39582914 10439861 10856709 2145752 1991508 7663350 7879953 6 0 20248969 20728170 X 17913737 18293155 599455 561589 18513192 18854744 38762161 39582914 X 1133544 105833 -701483 -196342 X X 0 1 X 1 0 X 433645 438395 365139 585746 1398279 3221204 61012124 63217485 63779582 65883639 69830552 323723382 61445769 63655880 64144721 66469385 71228831 326944586 0 0 0 326944586 95115 76932 119874 230964 25990 548875 61540884 63732812 64264595 66700349 71254821 327493461 0.99830 0.99760 0.00000 X 0 0 1374660 1374660 32539517 19617317 12922200 15834718 12837966 2996752 17293612 DUE FROM AFFILIATES 2317352 OTHER CURRENT ASSETS 1280 DEPOSITS 39674 OTHER NON-CURRENT ASSETS 594365 2952671 X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 303148 0 41875 0 7786 0 49056 0 19662 0 421527 0 0 0 LINDA ANDERSON CFO 143148 0 6875 0 447 0 8544 0 19884 0 178898 0 0 0 JORDON BROWN EXECUTIVE VP & COO 180366 0 1875 0 2352 0 10161 0 23369 0 218123 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 163381 0 9225 0 1440 0 11881 0 22869 0 208796 0 0 0 SCHEDULE J, PART I, LINE 4B 457 PLANS - JAMES BRANCIFORTE: $34,206 LIFETIME MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457 OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF ELIGIBLE EMPLOYEES. X 2 618000 FMV 0 0 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 2017 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF 2017 COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2017, 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 2017. 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 -23,958. NON OPERATING EXPENSES -172,384. 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 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 LIFETIME COMMUNITY APARTMENTS INC Q 101794 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 156819 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 96487 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 68905 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 52782 FAIR MARKET VALUE