2018-11-07T15:00:44-07:00 2017-12-31 990 2017-01-01 160844109 GENESEE REGION HOME CARE ASSOCIATION INC GENE 5852384579 165 Court Street Rochester NY 14647 James Haefner Sr Vice President & Asst Treasurer 5853276505 2018-11-08 206.197.236.43 2017 2019-02-21 02:37:17Z Lifetime Care Paul Eisenstat 165 Court Street Rochester NY 14647 95638180 0 X www.lifetimecare.org X 1960 NY To deliver compassionate, personalized care to adults and children who are ill, injured, dying, or grieving. 11 10 1119 422 0 0 360380 628903 96133355 93333685 364368 483037 -18822 -17252 96839281 94428373 0 0 0 0 61142516 61955646 0 0 21684 32682800 29919215 93825316 91874861 3013965 2553512 53327368 55673938 19550481 18802201 33776887 36871737 To deliver compassionate, personalized care to adults and children who are ill, injured, dying, or grieving. 0 0 29107724 29947597 Home Health Care - Lifetime Care's home Health services are provided by professionals with experience in hospital and nursing homes as well as in-home care; RNs and LPNs, including specialists with advance training in home infusion, cardiac care, and wound care - Blue Cross, Medicare, Medicare Advantage, Medicaid, and many other health insurance plans offer coverage for services. (187,594 Visits) 12628964 18230820 Hospice Care - At any location, patients receive care in a home-like environment surrounded by family, friends, and professionals who share the goals of relieving pain and achieving comfort; Enhancing quality, rather than quantity of life; Providing compassionate support to patients and family members and Maintaining dignity. Patients admitted to Lifetime Care Hospice receive care from a team of professionals who are specially trained to care for people who are terminally ill, team includes patient's personal physician, a Hospice medical director, a hospice nurse, and a social worker. The team also provides the medications, equipment and supplies necessary to ensure the highest quality of patient care. Lifetime Care does not turn a patient away because of inability to pay or lack of insurance coverage. Medicare, Medicaid, Blue Cross, and MVP are some of the health insurance plans that cover hospice services. (70,664 Days of Care) 1059891 1059891 Health Care Equipment & Supplies Provision: Equipment, Material/Management - Provides patients with necessary medical related equipment for home care for 365 days per year. Supplies - Items necessary for the patient's comfort and care are readily available, such as hospital beds and tables, bedpans and commodes, oxygen supplies, and skin care products. 2944934 4531569 Home Health Care: Home Health Aides - Provides services in the home to persons who required trained medical services. (48,195 Visits) 15983427 22069935 Home Health Care: Certified Home Health Services - Lifetime Care's certified home health services are provided by professionals with experience in hospitals and nursing homes as well as in-home care: a. Physical therapists, occupational therapists, and speech/language pathologists b. Medical social workers. Blue Cross, Medicare, Medicare Blue Choice, Medicaid, and many other health insurance plans offer coverage for services. (137,440 Visits). 4250552 6240779 Hospice Care: Hospice Home Care Services - Provides an organized program of Hospice care to patients in their homes under the supervision of their private physicians. (38,629 Days of Care) 3033318 2567613 Hospice Care: Hospice Inpatient Services - Provides an organized program of Hospice care to patients who are receiving inpatient care. (1,914 Days of Care) 2729943 2734998 Patient & Family Support Programs, General/Other: CompassionNet - Provides services to terminally ill children to pay for costs not covered by insurance. (490 Families Served) 4680141 5950483 Pharmacy: Provides drugs and pharmacy supplies to patients in their homes. 33622315 0 44095377 76418894 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 190 0 1 1119 1 0 0 0 0 0 0 0 0 0 0 X 11 10 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 165 Court Street Rochester NY 14647 Paul Eisenstat CEO & Director 2 40 X X 0 631510 61811 Dorothy Coleman CFO & Treasurer 0.4 40 X X 0 1181196 140735 Joseph Kurnath MD Chairman 0 0 X X 0 7771 0 Marilyn Dollinger Director & Vice Chair 0 0 X X 0 0 0 Alfred Matt Director & Vice Chair 0 0 X X 0 85350 0 Charles Stuart Director 0 0 X 0 7421 0 Manual 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 Augustin Melendez Director 0 0 X 0 0 0 James Norman Director 0 0 X 0 63850 0 Peter Paulsen Director 0 0 X 0 0 0 Elane Daly Director 0 0 X 0 0 0 Stephen Cohen President 20 20 X 0 433884 75779 Stephen Sloan Secretary 0.4 40 X 0 922299 216509 James Haefner Assistant Treasurer 0.4 40 X 0 312483 77207 Margaret Cassady Assistant Secretary 3.6 40 X 0 290384 44293 Jeanne Chirico VP Community Services 40 0 X 211439 0 9740 Nancy Horn VP Clinical Operations 40 0 X 202447 0 23458 Carole Catallo VP Finance 0 40 X 0 153974 45709 Miyeon Oh Assoc Medical Director - Hospice 40 0 X 227905 0 283 Aaron Olden Medical Director - Pallative Care Services 40 0 X 198280 0 8573 David Wastowicz Director of Infusion Pharmacy 40 0 X 154614 0 26144 Toni McGhan Director of Branch Operations 0 0 X 146902 0 22549 Terrence Tehan Former COO 0 0 X 0 228943 25018 David Klein Former CEO 0 0 X 0 1617659 12339 1141587 5936724 790147 23 1 1 0 Lechase Construction 205 Indigo Creek Drive Rochester NY 14626 Building Maintenance 289434 Netsmart Technologies Inc PO Box 823519 Philadelphia PA 19182 Computer System Support 273113 Inspiris of New York Medical Services 1100 Optum Circle Eden Prairie MN 55344 Nurse Practitioners 186852 Deloitte and Touche LLP 910 Bausch and Lomb Place Rochester NY 14604 Auditing 157149 Allegis Group Services Inc 14155 Collection Center Drive Chicago IL 60693 Temporary Help 153606 8 0 0 46591 0 36378 545934 14732 628903 93333685 93333685 0 0 93333685 389020 0 0 389020 0 0 0 0 0 0 0 0 7008 0 8920 0 -1912 0 -1912 0 0 -1912 1279564 0 1185547 0 94017 0 94017 0 0 94017 0 46591 15340 -15340 0 -15340 0 94428373 93333685 0 465785 X 0 0 0 0 0 0 0 0 413887 0 413887 0 51310329 43491919 7805850 12560 0 0 0 0 298559 250635 47924 0 6097454 5132615 963315 1524 3835417 3219769 614687 961 210000 210000 0 0 27627 0 27627 0 153689 0 153689 0 0 0 0 0 0 0 0 0 0 0 18827839 16916021 1911818 0 232034 6876 225158 0 1746450 1199252 540559 6639 357595 59684 297911 0 0 0 0 0 1793486 718510 1074976 0 1816102 1705726 110376 0 0 0 0 0 44576 9390 35186 0 1430 949 481 0 0 0 0 0 754278 360698 393580 0 105420 2806 102614 0 Other expense 692819 104933 587886 Bad debt expense 453881 453881 0 Employee referrals 126759 0 126759 Pharmacy costs 2575230 2575230 0 0 0 91874861 76418894 15434283 21684 3450 3450 6668649 4718650 0 0 12803311 12530916 0 0 0 0 0 0 0 0 682327 675685 8847631 4644075 4410673 4203556 8591498 11516914 0 0 0 0 6409000 6409000 13758460 15615767 53327368 55673938 17346956 17182000 0 0 1248693 1266488 0 0 0 0 0 0 0 0 0 0 954832 353713 19550481 18802201 X 33776887 36871737 0 0 0 0 33776887 36871737 53327368 55673938 2553512 541338 0 0 0 0 X 0 1 X 1 0 X 352432 346098 355857 360380 628903 2043670 96342700 96578419 95116444 96133355 93333685 477504603 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 96695132 96924517 95472301 96493735 93962588 479548273 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 479548273 29407 791 -471 -734 -7453 21540 0 0 0 0 0 0 29407 791 -471 -734 -7453 21540 0 0 0 0 0 0 0 0 0 0 0 0 96724539 96925308 95471830 96493001 93955135 479569813 0.99996 0.99948 0.00004 0.00052 X 0 0 0 0 0 0 0 0 1 6652 6652 0 Schedule C, Part II-B, Line 1 Dues paid to membership associations are partially used for the purpose of lobbying by those associations. 0 0 0 0 3438378 892965 2545413 0 1058146 682824 375322 0 4351107 3068286 1282821 0 0 0 0 4203556 Due from Affiliates 124565 Due from Genesee Region Home Care of Ontario County, Inc. 15491202 15615767 0 Due to Affiliates 3713 Defined contribution pension obligation 350000 353713 X Schedule D, Part X, Line 2 FASB ASC Topic 740, 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. Hospice Harvest Festival 46591 0 46591 0 250 9200 0 2315 3575 0 0 46591 0 46591 0 250 9200 0 2315 3575 15340 31251 0 1 1 0 0 0 0 0 0 Paul Eisenstat CEO & Director 0 386973 0 241995 0 2543 0 38119 0 23692 0 693322 0 0 Dorothy Coleman CFO & Treasurer 0 579621 0 589746 0 11829 0 110038 0 30697 0 1321931 0 0 Stephen Cohen President 0 306446 0 122302 0 5136 0 53231 0 22548 0 509663 0 0 Stephen Sloan Secretary 0 491958 0 420997 0 9344 0 196102 0 20408 0 1138809 0 0 James Haefner Assistant Treasurer 0 224696 0 83945 0 3843 0 49742 0 27465 0 389691 0 0 Margaret Cassady Assistant Secretary 0 242672 0 44909 0 2803 0 34175 0 10118 0 334677 0 0 Jeanne Chirico VP Community Services 169810 0 40823 0 806 0 0 0 9740 0 221179 0 0 0 Nancy Horn VP Clinical Operations 160140 0 40806 0 1502 0 0 0 23458 0 225906 0 0 0 Carole Catallo VP Finance 0 126127 0 26750 0 1097 0 21339 0 24370 0 199683 0 0 Miyeon Oh Assoc Medical Director - Hospice 212818 0 14195 0 892 0 0 0 283 0 228188 0 0 0 Aaron Olden Medical Director - Pallative Care Services 183702 0 14219 0 359 0 0 0 8573 0 206853 0 0 0 David Wastowicz Director of Infusion Pharmacy 143440 0 10746 0 428 0 0 0 26144 0 180758 0 0 0 Toni McGhan Former Director of Branch Operations 139180 0 7258 0 464 0 0 0 22549 0 169451 0 0 0 David Klein Former CEO 0 0 0 0 0 1617659 0 0 0 12339 0 1629998 0 1610815 Terrence Tehan Former COO 0 44259 0 132234 0 52450 0 804 0 24214 0 253961 0 51800 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 the Board of Directors approved Executive Compensation Philosophy. The executive process includes an evaluation of market comparable organizations. The Secretary, CFO, and Treasurer of the filing organization are also the Secretary, 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 Part VII, Section A, Line 1a participated in a supplemental nonqualified retirement plan of a related organization: D. Klein, D. Coleman, S. Sloan, P. Eisenstat, J. Haefner, M. Cassady, S. Cohen, and T. Tehan. Schedule J, Part II Schedule J Part II, Column (B)(iii) - The amount of Other Reportable Compensation for David Klein of $1,617,659 consists primarily of payments of $1,610,815 from a Supplemental Excess Retirement Plan (SERP) maintained by a related party. The SERP payment was reported on a prior 990 and therefore is recorded in column (F.) The amount of Other Reportable Compensation for Terrance Tehan of $52,450 consists primarily of a distribution of $51,800 from a non-qualified deferred compensation plan maintained by a related party. This compensation was reported on a prior 990 and therefore is recorded in column (F). Excellus Health Plan Inc Parent 31840000 Revenue from Parent 0 Excellus Health Plan Inc Parent 4938000 Management Fees and Purchased Heath Services 0 Excellus Health Plan Inc Parent 682000 Rental of Space 0 Form 990, Part VI, Section A, Line 2 GRHCA 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, James Haefner and Margaret Cassady who are also officers of 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 Directors of Excellus Health Plan, Inc., the sole Class A member of the organization, the Chief Executive Officer of Excellus Health Plan, Inc. is empowered to act on behalf of Excellus Health Plan, 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 for review. Form 990, Part VI, Section B, Line 12c All employee 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 and Key Employees, 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 IX, Line 11g Includes Purchased Health Services of 16,644,794. Lifetime Pharmacy LLC 165 Court Street Rochester NY 14647 264629835 Pharmacy NY 6154748 1145107 Genesee Region Home Care Association Inc Genesee Region Home Care of Ontario County Inc 165 Court Street Rochester NY 14647 223257719 Provides Home Health Services NY 501(c)(3) 509(a)(2) Genesee Region Home Care Association 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 Lifetime Healthcare Inc 165 Court Street Rochester NY 14647 161514675 Holding Company NY N/A C Excellus Acquisition Inc 165 Court Street Rochester NY 14647 061680689 Holding Company NY N/A C MedAmerica Inc 165 Court Street Rochester NY 14647 161581817 Holding Company NY N/A C Excellus Ventures Inc 165 Court Street Rochester NY 14647 161550984 Holding Company NY N/A C Beacon Network Services 165 Court Street Rochester NY 14647 141830065 Inactive NY N/A C Lifetime Benefit Solutions Inc 165 Court Street Rochester NY 14647 161171765 Third Party Administrator NY N/A C MedAmerica Insurance Company of New York 165 Court Street Rochester NY 14647 161310986 Long Term Care Insurance NY N/A C MedAmerica Insurance Company 165 Court Street Rochester NY 14647 340977231 Long Term Care Insurance PA N/A C MedAmerica Insurance Company of Florida 165 Court Street Rochester NY 14647 141993330 Long Term Care Insurance FL N/A C MedAmerica Reinsurance Company f/k/a MIG Assurance Ltd 165 Court Street Rochester NY 14647 980210843 Long Term Care Insurer CJ N/A C 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