2015-08-26T12:32:32-05:00 2014-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2014-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 KEVIN JUDGE EVP / CFO 5854264120 2015-08-19 1 AIMEE JOZIC P01329472 5853811000 2014 2016-03-07 17:11:31Z KEVIN JUDGE 425 PAUL ROAD ROCHESTER NY 14624 63732812 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 15 15 2131 238 0 0 267384 255416 61012123 63217485 0 0 261377 259911 61540884 63732812 0 0 0 0 48122462 49098745 0 0 0 13257549 13996439 61380011 63095184 160873 637628 36513890 40242865 19832244 22736822 16681646 17506043 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 30004291 32101751 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 503 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8946919 8983374 INTERMEDIATE CARE FACILITIES HOUSE 60 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 13719719 15487972 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 450 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 6127744 6904299 6127744 6904299 58798673 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 1 111 0 1 2131 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 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 JAMES BRANCIFORTE PRESIDENT & CEO 40.00 5.00 X 305451 0 65197 KEVIN JUDGE EXECUTIVE VP & CFO 40.00 5.00 X 172146 0 30948 JORDON BROWN EXECUTIVE VP & COO 40.00 X 174144 0 31963 JENNIFER STOW DIRECTOR OF HEALTH SERVICES - CORPORATE COMPLIANCE 40.00 X 101255 0 37043 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 X 148482 0 30807 901478 0 195958 5 0 1 0 HISCOCK & BARCLAY LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 186587 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 ACCOUNTING SERVICES 101800 2 22884 210493 22039 255416 MEDICAID 900099 56555825 56555825 PARTICIPANT FEES 900099 3710210 3710210 CONTRACT INCOME 900099 1614505 1614505 OTHER 900099 1336945 1336945 63217485 OTHER 900099 259911 259911 259911 63732812 63477396 0 0 850633 850633 35651482 34150226 1501256 1761491 1628664 132827 8347558 8018916 328642 2487581 2355551 132030 8074 8074 186243 3027 183216 61300 61300 64389 17434 46955 408427 206974 201453 1564027 1480112 83915 1821547 1799892 21655 445512 442384 3128 2026093 1891953 134140 272814 217970 54844 FOOD 1234847 1232624 2223 REPAIRS AND MAINTENANCE 1216017 1184792 31225 CONTRACTED SERVICE 868290 849747 18543 PROGRAM SUPPLIES 829336 781194 48142 2989523 2529139 460384 63095184 58798673 4296511 0 23325 23457 11822577 15240784 6946395 7933785 770274 765116 162756 170485 44034894 28827918 15895419 15206976 893144 902262 36513890 40242865 9764653 13647783 2534052 2336163 7522501 6748096 11038 4780 19832244 22736822 X 15968593 16830856 713053 675187 16681646 17506043 36513890 40242865 X 637628 6258 257284 -76773 X 0 1 X 1 0 X 713840 368537 362248 433645 438395 2316665 59706074 58682132 59444651 61012124 63217485 302062466 60419914 59050669 59806899 61445769 63655880 304379131 0 0 0 304379131 325 325 325 325 15030 55195 230006 95115 76932 472278 60434944 59106189 60036905 61540884 63732812 304851734 0.99840 0.99860 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1341672 1341672 27960166 16782383 11177783 14733056 12045535 2687521 15206976 INTEREST RATE SWAP LIABILITY 4780 4780 X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 276440 0 21500 0 7511 0 49500 0 15697 0 370648 0 0 0 KEVIN JUDGE EXECUTIVE VP & CFO 169296 0 1500 0 1350 0 12131 0 18817 0 203094 0 0 0 JORDON BROWN EXECUTIVE VP & COO 171273 0 1500 0 1371 0 13146 0 18817 0 206107 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 145875 0 1500 0 1107 0 11990 0 18817 0 179289 0 0 0 SCHEDULE J, PART I, LINE 4B PART I, LINE 4B: 457 PLANS - JAMES BRANCIFORTE; $30,000. LIFETIME MAINTAINS DEFERRED COMPENSATION PLANS UNDER SECTION 457 OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF ELIGIBLE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 4 SINCE THE TIME THE PRIOR FORM 990 WAS FILED, THE ORGANIZATION UPDATED ITS BYLAWS. 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 AND THROUGH THE INCLUSION OF THIS POLICY IN THE 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 2014 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRM'S REPORT PROVIDES AN ANALYSIS OF 2014 COMPENSATION TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2014, INCLUDING TOWERS WATSON, NYCON, ABBOT LANGER & ASSOCIATES, 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 2014. 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 -76,773. LIFETIME COMMUNITY LIVING INC 425 PAUL ROAD ROCHESTER NY 14624 161441424 TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED ADULTS NY 501(C)(3) LINE 7 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 7 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 7 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 7 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 7 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 101111 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 130000 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 86000 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 65000 FAIR MARKET VALUE