2016-08-10T15:58:17-05:00 2015-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2015-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 KEVIN JUDGE EVP / CFO 5854264120 2016-08-10 1 AIMEE JOZIC P01329472 5853811000 2015 2016-12-15 16:53:06Z KEVIN JUDGE 425 PAUL ROAD ROCHESTER NY 14624 64264595 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 16 16 2214 238 0 0 255416 365139 63217485 63779582 0 0 259911 119874 63732812 64264595 0 0 0 0 49098745 49935209 0 0 0 13996439 14131744 63095184 64066953 637628 197642 40242865 41610595 22736822 23840950 17506043 17769645 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 29587578 32373835 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 604 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8708661 8814121 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 10568655 14729678 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 469 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 10566573 7981822 10566573 7981822 59431467 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 1 133 0 1 2214 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 KEVIN JUDGE 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 KATHRYN M WOOD PHD DIRECTOR 1.00 1.00 X 0 0 0 KEVIN MAIER 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 JAMES BRANCIFORTE PRESIDENT & CEO 40.00 5.00 X 313482 0 83375 KEVIN JUDGE EXECUTIVE VP & CFO 40.00 5.00 X 186422 0 34529 JORDON BROWN EXECUTIVE VP & COO 40.00 X 188792 0 35666 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOPMENT 40.00 X 162660 0 34234 DENNIS BROWN DIRECTOR OF TRANSPORTATION/MAINTENANCE 40.00 X 100171 0 26074 951527 0 213878 5 0 1 0 BARCLAY DAMON LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 143096 1 19404 177971 167764 365139 MEDICAID 900099 56954441 56954441 PARTICIPANT FEES 900099 3775808 3775808 CONTRACT INCOME 900099 1714187 1714187 OTHER 900099 1335146 1335146 63779582 OTHER 900099 119874 119874 119874 64264595 63899456 0 0 917375 917375 37237139 35615656 1621483 2095693 1935243 160450 6978787 6528470 450317 2706215 2546812 159403 3250 3250 201838 201838 67110 9062 58048 68797 35705 33092 394496 247708 146788 1587251 1495453 91798 1615312 1583661 31651 410724 408344 2380 2052124 1919237 132887 312303 236871 75432 REPAIRS AND MAINTENANCE 1450018 1383604 66414 FOOD 1252174 1249640 2534 CONTRACTED SERVICE 904166 841688 62478 PROGRAM SUPPLIES 864932 813640 51292 2947249 2580673 366576 64066953 59431467 4635486 0 23457 24207 15240784 18396777 7933785 6453534 765116 837417 170485 109693 45381062 30339185 15206976 15041877 902262 747090 40242865 41610595 13647783 14890843 2336163 2524142 6748096 6424815 4780 1150 22736822 23840950 X 16830856 17132324 675187 637321 17506043 17769645 40242865 41610595 X 197642 3631 -261841 324170 X X 0 1 X 1 0 X 368537 362248 433645 438395 365139 1967964 58682132 59444651 61012124 63217485 63779582 306135974 59050669 59806899 61445769 63655880 64144721 308103938 0 0 0 308103938 325 325 325 325 55195 230006 95115 76932 119874 577122 59106189 60036905 61540884 63732812 64264595 308681385 0.99810 0.99840 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1341672 1341672 28541576 17790118 10751458 15497814 12549067 2948747 15041877 INTEREST RATE SWAP LIABILITY 1150 1150 X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 284498 0 22400 0 6584 0 66116 0 17259 0 396857 0 0 0 KEVIN JUDGE EXECUTIVE VP & CFO 176838 0 8150 0 1434 0 15003 0 19526 0 220951 0 0 0 JORDON BROWN EXECUTIVE VP & COO 178937 0 8400 0 1455 0 16140 0 19526 0 224458 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOPMENT 153078 0 8400 0 1182 0 14758 0 19476 0 196894 0 0 0 SCHEDULE J, PART I, LINE 4B PART I, LINE 4B: 457 PLANS - JAMES BRANCIFORTE; $43,590 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 11 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 2015 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF 2015 COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2015, 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 2015. 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 324,170. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LIFETIME COMMUNITY LIVING INC 425 PAUL ROAD ROCHESTER NY 14624 161441424 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 9 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 9 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 9 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 9 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 9 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 106451 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 134023 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 119401 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 63930 FAIR MARKET VALUE