2023-11-13T09:48:15-06:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 LINDA ANDERSON CHIEF FINANCIAL OFFICER 5854264120 2023-11-10 1 LINDA ANDERSON 999009999 0 AIMEE JOZIC P01329472 5853811000 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYAN O'DONOVAN 425 PAUL ROAD ROCHESTER NY 14624 103679937 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 14 14 2243 14 0 0 10697627 18528895 78444034 85042634 40456 108408 0 0 89182117 103679937 0 0 0 0 68395564 81391186 0 0 0 18697877 19682792 87093441 101073978 2088676 2605959 48718996 50607334 22235559 21666971 26483437 28940363 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 56625369 51922887 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 338 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 10228108 8933891 INTERMEDIATE CARE FACILITIES HOUSE 59 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARE AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 13784707 14659570 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 451 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 13716825 9526286 VOCATIONAL TRAINING, TRANSPORTATION, COMMUNITY SERVICES, AND OTHER 13716825 9526286 94355009 1 1 0 0 0 0 0 0 1 0 1 0 0 1 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 1 185 0 1 2243 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 BRYAN O'DONOVAN PRESIDENT AND CEO BEG. APRIL 2022 40.00 X 214170 0 250 JAMES BRANCIFORTE PRESIDENT AND CEO UNTIL APRIL 2022 40.00 6.00 X 417716 0 27462 LINDA ANDERSON CHIEF FINANCIAL OFFICER 40.00 6.00 X 224864 0 36901 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 X 220348 0 39544 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 40.00 X 160615 0 29243 PAMELA PRICE TRANSPORTATION SERVICES DI 40.00 X 136658 0 27415 ELAINE PINA ASSOCIATE DIRECTOR 40.00 X 146272 0 17555 AECHEA MILLER CLINICAL DSP 40.00 X 159051 0 5159 TIMOTHY NEILANS SENIOR MANAGER 40.00 X 190801 0 21859 THOMAS SMITHGALL CHAIRMAN 1.00 2.20 X X 0 0 0 DON A FUREY PHD VICE-CHAIRMAN 1.00 2.20 X X 0 0 0 MARY SQUIRES TREASURER 1.00 2.20 X X 0 0 0 CATHY HOUSTON-WILSON PHD SECRETARY 1.00 2.20 X X 0 0 0 ANITA GREEN DIRECTOR 1.00 X 0 0 0 JIM TOBIN DIRECTOR 1.00 X 0 0 0 JULIEANN N WARNER MD DIRECTOR 1.00 X 0 0 0 JOEL DIMARTINO DIRECTOR 1.00 X 0 0 0 VINCE MITRANO DIRECTOR 1.00 X 0 0 0 RITA WAGNER DIRECTOR 1.00 X 0 0 0 LORI A KLAFEHN DIRECTOR 1.00 X 0 0 0 ANNA N KORUS DIRECTOR 1.00 X 0 0 0 CHRISTINE MCKINLEY DIRECTOR 1.00 X 0 0 0 GERALD P COX PHD DIRECTOR 1.00 X 0 0 0 1870495 0 205388 43 0 1 0 HAMILTON STERN CONSTRUCTION LLC 3850 MONROE AVENUE PITTSFORD NY 14534 CONSTRUCTION 2469617 SUNOCO 8020 PARK LN SUITE 200 DALLAS TX 75231 FUEL SERVICES 307478 ROCHESTER BUSINESS CENTER LLC 1 SOUTH WASHINGTON STREET ROCHESTER NY 14614 PROPERTY MANAGEMENT 199140 PARKVIEW HEALTH SERVICES LLC 1770 COLVIN BLVD BUFFALO NY 14223 PHARMACY SERVICES 187950 NEXO GROUP LLC 6 STEPHANIE COURT HILTON NY 14468 CONSULTANTS 152309 12 8693 1057878 17462324 18528895 MEDICAID 900099 75538582 75538582 PARTICIPANT FEES 900099 4913466 4913466 OTHER 900099 2681327 2681327 CONTRACT INCOME 900099 1054472 1054472 OPERATIONAL CONTRACTS 900099 854787 854787 85042634 75863 75863 32545 0 32545 32545 32545 103679937 85042634 0 108408 1226286 1226286 65639000 63372474 2266526 1696994 1476460 220534 8998290 8412871 585419 3830616 3617306 213310 143923 143923 96001 96001 54226 9786 44440 304939 146094 158845 1916884 1765974 150910 1648600 1631105 17495 245761 240149 5612 2820459 2693302 127157 406478 327789 78689 REPAIRS AND MAINTENANCE 2111884 2074591 37293 CONTRACTED SERVICES 1664147 1238316 425831 PROGRAM SUPPLIES 1631329 1574644 56685 FOOD 1586526 1585647 879 5051635 4188501 863134 101073978 94355009 6718969 0 26461 26528 16946944 10777413 13742844 17480235 273910 344931 59096324 40232207 17053920 18864117 674917 3114110 48718996 50607334 12200365 9952948 2091128 1958972 513050 586392 5176359 5805031 2254657 3363628 22235559 21666971 X 26483437 28940363 26483437 28940363 48718996 50607334 X 2605959 -149033 X 0 1 X 1 1 1 X 483601 1009472 524530 10697627 18528895 31244125 75401829 77828761 80978787 78444034 85042634 397696045 75885430 78838233 81503317 89141661 103571529 428940170 0 0 0 428940170 52216 148374 68238 75863 344691 75937646 78986607 81571555 89141661 103647392 429284861 0.99920 0.99920 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1374672 1374672 38412188 24896750 13515438 18133433 15335457 2797976 1176031 1176031 18864117 DEPOSITS 87502 OTHER NON-CURRENT ASSETS 481557 ROU ASSET- OPERATING 987244 ROU ASSET- FINANCING 1557807 3114110 OTHER NON-CURRENT LIABILITIES 2947197 OTHER CURRENT 416431 3363628 PART IV, LINE 2B: LAI IS THE CUSTODIAN OF CERTAIN CONSUMER'S PERSONAL ALLOWANCE FUNDS. OPWDD REGULATIONS PROVIDE FOR THE USE OF THESE FUNDS FOR AUTHORIZED AND ALLOWABLE PURCHASES FOR CONSUMER PERSONAL ITEMS. X X X X X 0 1 0 0 0 0 0 0 0 BRYAN O'DONOVAN PRESIDENT AND CEO BEG. APRIL 2022 209139 0 4615 0 416 0 0 0 250 0 214420 0 0 0 JAMES BRANCIFORTE PRESIDENT AND CEO UNTIL APRIL 2022 269048 0 115000 0 33668 0 16775 0 10687 0 445178 0 127021 0 LINDA ANDERSON CHIEF FINANCIAL OFFICER 203260 0 19800 0 1804 0 12648 0 24253 0 261765 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 194718 0 23000 0 2630 0 13228 0 26316 0 259892 0 0 0 DEBRA ARGUS DIRECTOR OF HEALTH SERVICE 143925 0 15500 0 1190 0 7432 0 21811 0 189858 0 0 0 PAMELA PRICE TRANSPORTATION SERVICES DI 118048 0 17000 0 1610 0 8630 0 18785 0 164073 0 0 0 ELAINE PINA ASSOCIATE DIRECTOR 56885 0 89332 0 55 0 2638 0 14917 0 163827 0 0 0 AECHEA MILLER CLINICAL DSP 114648 0 44199 0 204 0 5159 0 0 0 164210 0 0 0 TIMOTHY NEILANS SENIOR MANAGER 134217 0 56479 0 105 0 6915 0 14944 0 212660 0 0 0 PART I, LINE 4B JAMIE BRANCIFORTE- $127,021 PAYMENT. 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 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES, 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. 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: PRIOR PERIOD INCOME AND RATE APPEAL SETTLEMENTS -149,033. 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 FRANCES II HOUSING DEVELOPMENT FUND COMPANY INC 425 PAUL ROAD ROCHESTER NY 14624 842452664 LOW INCOME HOUSING DEVELOPMENT NY 501(C)(3) LINE 10 LIFETIME ASSISTANCE INC 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 LIFETIME COMMUNITY APARTMENTS INC Q 95785 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 188744 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 116789 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 77283 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC Q 55562 FAIR MARKET VALUE