2016-11-04T11:03:00-07:00 2015-12-31 990 2015-01-01 160844109 GENESEE REGION HOME CARE ASSOCIATION INC GENE 5852384579 165 Court Street Rochester NY 14647 Terrence Tehan COO 5852141033 2016-11-10 2015 2017-02-10 21:41:12Z Lifetime Care Paul Eisenstat 165 Court Street Rochester NY 14647 95818066 0 X www.lifetimecare.org X 1960 NY To deliver compassionate, personalized care to adults and children who are ill, injured, dying, or grieving. 13 5 1132 381 0 0 346098 355857 96578419 95116444 169475 336717 -14171 -23423 97079821 95785595 0 0 59245649 60822048 0 22121 35387838 33226359 94633487 94048407 2446334 1737188 49531363 50917459 20565214 20467207 28966149 30450252 To deliver compassionate, personalized care to adults and children who are ill, injured, dying, or grieving. 0 0 28573331 32093099 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. (187,995 Visits) 14090162 19192255 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. (72,961 Days of Care) 958583 958583 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. 3737569 5145037 Home Health Care: Home Health Aides - Provides services in the home to persons who required trained medical services. (58,566 Visits) 14592264 19738572 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. (124,049 Visits). 4163931 5582034 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. (37,973 Days of Care) 3147932 3108583 Hospice Care: Hospice Inpatient Services - Provides an organized program of Hospice care to patients who are receiving inpatient care. (2,625 Days of Care) 3309711 3309711 Patient & Family Support Programs, General/Other: CompassionNet - Provides services to terminally ill children to pay for costs not covered by insurance. (476 Families Served) 5017531 5988570 Pharmacy: Provides drugs and pharmacy supplies to patients in their homes. 33968938 0 42872507 77591014 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 1 197 0 1 1132 1 0 0 0 0 0 0 0 0 0 0 X 13 5 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Terrence Tehan 5852141033 165 Court Street Rochester NY 14647 X Paul Eisenstat CEO 2 40 X X 0 577372 48791 Joseph Kurnath MD Director - Chair 0 0 X X 0 59350 0 Marilyn Dollinger Director - Vice Chair 0 0 X X 0 0 0 Alfred Matt Director 0 0 X X 0 73050 0 Charles Stuart Director 0 0 X 0 57300 0 Jordon Brown Director 0 0 X 0 2600 0 Mordecai Kolko Director 0 0 X 0 0 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 David Reh Director 0 0 X 0 0 0 Hilda Rosario-Escher Director 0 0 X 0 0 0 Augustin Melendez Director 0 0 X 0 0 0 James Norman Director 0 0 X 0 56900 0 Peter Paulsen Director 0 0 X 0 0 0 Elane Daly Director 0 0 X 0 0 0 Dorothy Coleman CFO & Treasurer 0.4 40 X 0 1050090 96584 Stephan Sloan Secretary 0.4 40 X 0 779627 127054 James Haefner Assistant Treasurer 0.4 40 X 0 377063 76952 Patricia Heffernan President 40 0 X 0 390149 91034 Terrence Tehan COO 40 0 X 0 321319 66196 Margaret Cassady Assistant Secretary 0.4 40 X 0 306329 38767 Jeanne Chirico VP Community Services 40 0 X 174043 0 10113 Nancy Horn VP Clinical Operations 40 0 X 166174 0 21713 James Wood Medical Director - Hospice 40 0 X 200004 0 2650 Miyeon Oh Assoc Medical Director - Hospice 40 0 X 174398 0 414 Toni McGhan Director of Branch Operations 40 0 X 173696 0 20749 Aaron Olden Medical Director - Pallative Care Services 40 0 X 171113 0 7994 David Wastowicz Director of Infusion Pharmacy 40 0 X 145804 0 26854 David Klein Former CEO 0 0 X 0 1629673 126877 1205232 5680822 762742 21 1 1 0 Lechase Construction 205 Indigo Creek Drive Rochester NY 14626 Building Maintenance 406334 Misys Healthcare 8529 Six Forks Road Raleigh NC 27615 Computer System Support 261991 Deloitte and Touche LLP 910 Bauch and Lomb Place Rochester NY 14604 Auditing 168600 Allegis Group Services Inc 14155 Collection Center Drive Chicago IL 60693 Contractors 135065 Monroe Medi-Trans Inc 1669 Lyell Avenue Rochester NY 14606 Medical transportation 115194 5 0 0 50862 0 36378 268617 9911 355857 95116444 95116444 0 0 95116444 324671 0 0 324671 0 0 0 0 0 0 0 0 9021 0 12182 0 -3161 0 -3161 0 0 -3161 12073 0 27 0 12046 0 12046 0 0 12046 0 50862 20262 -20262 0 -20262 0 95785595 95116444 0 313294 X 0 0 0 0 0 0 0 0 340217 0 340217 0 0 0 0 0 49001631 40413650 8575421 12560 286985 235056 51929 0 7571710 6201642 1368107 1961 3621505 2966209 654335 961 210000 210000 0 0 38659 0 38659 0 143944 0 143944 0 0 0 0 0 0 0 0 0 0 0 21461840 19728757 1733083 0 230811 1406 229405 0 1812716 1149190 656887 6639 366103 21406 344697 0 0 0 0 0 1758544 788931 969613 0 1862006 1752949 109057 0 0 0 0 0 39927 13651 26276 0 0 0 0 0 0 0 0 0 674509 424566 249943 0 112679 6512 106167 0 Other expense 837634 92635 744999 0 Bad debt expense 577679 577679 0 0 Employee referrals 92533 0 92533 0 Pharmacy costs 3006775 3006775 0 0 94048407 77591014 16435272 22121 3950 3450 10812328 5373286 0 0 13081586 13216337 0 0 0 0 0 0 0 0 868777 557235 8482309 4060086 4394517 4422223 2123286 8290908 6409000 6409000 11837919 12645020 49531363 50917459 18124927 17828305 0 0 1273296 1492775 0 0 0 0 0 0 0 0 0 0 1166991 1146127 20565214 20467207 X 28946315 30450252 19834 0 0 0 28966149 30450252 49531363 50917459 1737188 -253085 0 0 0 0 X 0 1 X 1 0 X 376385 345334 352432 346098 355857 1776106 83718775 92054047 96342700 96578419 95116444 463810385 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84095160 92399381 96695132 96924517 95472301 465586491 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 465586491 151535 185575 29407 791 -471 366837 55760 32206 0 0 0 87966 207295 217781 29407 791 -471 454803 84302455 92617162 96724539 96925308 95471830 466041294 0.99902 0.9983 0.00098 0.0017 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6258 6258 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 3372060 716824 2655236 0 925920 465864 460056 0 4184329 2877398 1306931 0 0 0 0 4422223 Due from Genesee Region Home Care of Ontario County, Inc. 12645020 12645020 0 Due to Affiliates 796127 Defined contribution pension obligation 350000 1146127 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 2015 or 2014. The Company does not anticipate significant increases or decreases in its uncertain tax positions within the next twelve months. Hospice Harvest Festival 50862 0 50862 0 900 10200 0 600 8562 0 0 50862 0 50862 0 900 10200 0 600 8562 20262 30600 X 1 1 0 1 1 0 1 1 1 0 0 Dorothy Coleman CFO & Treasurer 0 546399 0 492094 0 11597 0 72769 0 23815 0 1146674 0 0 Paul Eisenstat CEO 0 368087 0 207380 0 1905 0 30052 0 18739 0 626163 0 0 Stephan Sloan Secretary 0 460170 0 311440 0 8017 0 103438 0 23616 0 906681 0 0 James Haefner Assistant Treasurer 0 216026 0 75805 0 85232 0 54167 0 22785 0 454015 0 0 Patricia Heffernan President 0 279021 0 104026 0 7102 0 70274 0 20760 0 481183 0 0 Terrence Tehan COO 0 240924 0 78652 0 1743 0 44060 0 22136 0 387515 0 0 Margaret Cassady Assistant Secretary 0 259766 0 43590 0 2973 0 28831 0 9936 0 345096 0 0 Jeanne Chirico VP Community Services 159446 0 13868 0 729 0 0 0 10113 0 184156 0 0 0 Nancy Horn VP Clinical Operations 150953 0 13865 0 1356 0 0 0 21713 0 187887 0 0 0 James Wood Medical Director - Hospice 195670 0 1716 0 2618 0 0 0 2650 0 202654 0 0 0 Toni McGhan Director of Branch Operations 163498 0 9912 0 286 0 0 0 20749 0 194445 0 0 0 Miyeon Oh Assoc Medical Director - Hospice 173885 0 0 0 513 0 0 0 414 0 174812 0 0 0 Aaron Olden Medical Director - Pallative Care Services 170805 0 0 0 308 0 0 0 7994 0 179107 0 0 0 David Wastowicz Director of Infusion Pharmacy 136108 0 9272 0 424 0 0 0 26854 0 172658 0 0 0 David Klein Former CEO 0 0 0 0 0 1629673 0 118109 0 8768 0 1756550 0 1610815 Schedule J, Part I, Line 1a Club capital assessments were paid for the CFO and Treasurer, and Secretary. A portion of club dues were also paid for the President. All amounts are included in taxable compensation. 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 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, P. Heffernan, J. Haefner, T. Tehan and M. Cassady. D. Klein and J. Haefner both participated in an equity-based compensation arrangement of a related entity that resulted in 2015 distributions of $132,280 and $82,675, respectively. Schedule J, Part I, Line 5 Some officers and key employees participate in a company incentive program. Bonuses are established from the Board approved strategic operating plan of the company or related company. Performance against prescribed goals is utilized in determining incentive awards. Schedule J, Part I, Line 6 Some officers and key employees participate in a company incentive program. Bonuses are established from the Board approved strategic operating plan of the company or related company. Performance against prescribed goals is utilized in determining incentive awards. Excellus Health Plan Inc Parent 29407000 Revenue from Parent 0 Excellus Health Plan Inc Parent 6536000 Management Fees and Purchased Health Services 0 Excellus Health Plan Inc Parent 715000 Rental of Space 0 Form 990, Part VI, Section A, Line 2 GRHCA officers Terrence Tehan and Patricia Heffernan are employees 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 and Margaret Cassady who are also officers of Excellus Health Plan, Inc. Form 990, Part VI, Section A, Line 4 GRHCA bylaws were revised in 2015 to effect the following changes: (1) When calculating whether 75 percent of the directors are Class A directors, if the number of directors then serving is fewer than 16, any number other than a whole number must be rounded down, rather than up.(2) The Chief Operating Officer, who is an employee and not a director, was eliminated from the Executive Committee, which is a committee of the Board under the Not-for-Profit Corporation Law, as amended by the Non-Profit Revitalization Act. 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 North Star Home Health Management, Inc., the sole Class A member of the organization the Chief Executive Officer of North Star Home Health Management, Inc. is empowered to act on behalf of North Star Home Health Management, 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 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 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 VII, Section B, Line 1(C) Lechase Construction was compensated for both services and materials and the two amounts cannot be separated. Form 990, Part IX, Line 11g Includes Purchased Health Services of 19,455,379. Lifetime Pharmacy LLC 165 Court Street Rochester NY 14647 264629835 Pharmacy NY 6346417 2215263 Genesee Region Home Care 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) North Star Home Health 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 Univera IPA LLC 165 Court Street Rochester NY 14647 454058523 Independent Practice Association NY N/A Excellus Health Plan Inc 165 Court Street Rochester NY 14647 150329043 Health Insurer NY N/A C North Star Home Health Management Inc 165 Court Street Rochester NY 14647 161548051 Holding Company 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 Upstate Professional Liability Corporation 165 Court Street Rochester NY 14647 141783968 Inactive 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 Excellus Insurance Agency Inc 165 Court Street Rochester NY 14647 161588653 Insurance Agency NY N/A C MIG Assurance 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 Excellus Health Plan Inc m 36658000 Arm's Length Genesee Region Home Care of Ontario County Inc m 4872930 Arm's Length