2017-11-15T14:45:51-06:00 2016-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2016-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2017-11-08 1 AIMEE JOZIC P01329472 5853811000 4.14.157.194 2017-11-10 08:07:05 ES P F810F9FE0C4C4DAD171A8C8E72DF89C05E51BF9A 7F80325802A992C35503BCE002F118B183F5500A 2016 2021-01-29 14:40:06Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 66700349 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 17 17 2182 391 0 0 365139 585746 63779582 65883639 0 8123 119874 222841 64264595 66700349 0 0 0 0 49935209 51671557 0 0 0 14131744 14987665 64066953 66659222 197642 41127 41610595 38762161 23840950 20248969 17769645 18513192 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 30302291 32830837 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 668 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8573366 9480298 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 10831280 14986521 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 454 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 11675639 8722488 VOCATIONAL TRAINING, SERVICE COORDINATION, AND OTHER 11675639 8722488 61382576 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 146 0 1 2182 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 1.00 X X 0 0 0 DONNA J LOWRY VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 MARY SQUIRES TREASURER 1.00 1.00 X X 0 0 0 CATHY HOUSTON-WILSON PHD SECRETARY 1.00 1.00 X X 0 0 0 VINCENT P MITRANO DIRECTOR 1.00 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 1.00 X 0 0 0 GERALD P COX PHD DIRECTOR 1.00 1.00 X 0 0 0 ANNA N KORUS DIRECTOR 1.00 1.00 X 0 0 0 BARBARA A HAWES DIRECTOR 1.00 1.00 X 0 0 0 LORI A KLAFEHN DIRECTOR 1.00 1.00 X 0 0 0 JULIEANN WARNER MD DIRECTOR 1.00 1.00 X 0 0 0 JOEL DIMARTINO DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE DONOHUE DIRECTOR 1.00 1.00 X 0 0 0 THOMAS SMITHGALL DIRECTOR 1.00 1.00 X 0 0 0 ANITA GREEN DIRECTOR 1.00 1.00 X 0 0 0 KEVIN MAIER DIRECTOR 1.00 1.00 X 0 0 0 KATHRYN M WOOD PHD DIRECTOR 1.00 1.00 X 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 40.00 5.00 X 329473 0 69792 KEVIN JUDGE EXECUTIVE VP & CFO 40.00 5.00 X 181285 0 32221 JORDON BROWN EXECUTIVE VP & COO 40.00 0.00 X 184635 0 33293 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 0.00 X 167469 0 32505 LORI SILLER DIRECTOR OF HEALTH SERVICES 40.00 0.00 X 110166 0 24268 973028 0 192079 5 0 1 0 AMERICAN PRECISION CONSTRUCTION 1855 HONEOYE FALLS 6 RD HONEOYE FALLS NY 14472 CONSTRUCTION 353103 BARCLAY DAMON LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 283620 JAY MARKETING & COMMUNICATIONS LLC 170 LINDEN OAKS ROCHESTER NY 14606 MARKETING 123496 UPSTATE PHARMACY 40 N AMERICA DRIVE WEST SENECA NY 14224 PHARMACY 118595 BIG PATS CARPET CLEANING 132 RAHWAY ROAD ROCHESTER NY 14606 CARPET CLEANING 108789 5 18332 495158 72256 585746 MEDICAID 900099 59144338 59144338 PARTICIPANT FEES 900099 3819581 3819581 OTHER 900099 1433553 1433553 CONTRACT INCOME 900099 1247417 1247417 OPERATIONAL CONTRACTS 900099 238750 238750 65883639 8123 8123 OTHER 900099 222841 136505 86336 222841 66700349 66020144 0 94459 898622 898622 37936329 36128607 1807722 1554310 1444597 109713 8461515 7794488 667027 2820781 2649142 171639 296565 296565 67244 8185 59059 151563 104816 46747 448254 262947 185307 1800588 1672419 128169 1695420 1672777 22643 409978 408330 1648 2115122 1989170 125952 289705 231608 58097 REPAIRS AND MAINTENANCE 1490656 1437218 53438 FOOD 1234347 1232916 1431 PROGRAM SUPPLIES 1003425 914674 88751 CONTRACTED SERVICE 781907 765049 16858 3202891 2665633 537258 66659222 61382576 5276646 0 24207 24883 18396777 12908823 6453534 7424014 837417 925122 109693 171435 46986237 31319704 15041877 15666533 747090 1641351 41610595 38762161 14890843 10439861 2524142 2145752 6424815 7663350 1150 6 23840950 20248969 X 17132324 17913737 637321 599455 17769645 18513192 41610595 38762161 X 41127 1144 -259651 960927 X X 0 1 X 1 0 X 362248 433645 438395 365139 262670 1862097 59444651 61012124 63217485 63779582 66206715 313660557 59806899 61445769 63655880 64144721 66469385 315522654 0 0 0 315522654 230006 95115 76932 119874 230964 752891 60036905 61540884 63732812 64264595 66700349 316275545 0.99760 0.99810 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1341672 1341672 29849986 18812680 11037306 15794579 12507024 3287555 15666533 INTEREST RATE SWAP LIABILITY 6 6 X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 294950 0 27300 0 7223 0 51003 0 18789 0 399265 0 0 0 KEVIN JUDGE EXECUTIVE VP & CFO 177886 0 1950 0 1449 0 10943 0 21278 0 213506 0 0 0 JORDON BROWN EXECUTIVE VP & COO 179996 0 2300 0 2339 0 12015 0 21278 0 217928 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 155942 0 10300 0 1227 0 11777 0 20728 0 199974 0 0 0 SCHEDULE J, PART I, LINE 4B 457 PLANS - JAMES BRANCIFORTE: $33,778 LIFETIME MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457 OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF ELIGIBLE 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 2016 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF 2016 COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2016, 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 2016. 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 960,927. 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 108421 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 151224 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 102896 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 65231 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 56055 FAIR MARKET VALUE